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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 17-Sep-24 4:52 PM View:  | Upland Software, Inc. (UPLD) | 16-Sep-24 | Payment of Exercise | 11,070 | $2.24 | $24,796.80 | (2%) 487.22K to 476.15K | |
| 17-Jun-24 5:03 PM View: | Upland Software, Inc. (UPLD) | 16-Jun-24 | Payment of Exercise | 11,070 | $2.63 | $29,114.10 | (2%) 498.29K to 487.22K | |
| 19-Mar-24 6:15 PM View: | Upland Software, Inc. (UPLD) | 16-Mar-24 | Payment of Exercise | 12,559 | $4.21 | $52,873.40 | (2%) 510.85K to 498.29K | |
| 31-Jan-24 5:52 PM View: | Upland Software, Inc. (UPLD) | 29-Jan-24 | Grant | 100,000 | -- | -- | 24% 410.85K to 510.85K | |
| 19-Dec-23 5:10 PM View: | Upland Software, Inc. (UPLD) | 16-Dec-23 | Payment of Exercise | 10,004 | $4.61 | $46,118.40 | (2%) 420.85K to 410.85K | |
| 19-Sep-23 5:14 PM View: | Upland Software, Inc. (UPLD) | 16-Sep-23 | Payment of Exercise | 10,004 | $3.86 | $38,615.40 | (2%) 430.85K to 420.85K | |
| 20-Jun-23 4:33 PM View: | Upland Software, Inc. (UPLD) | 16-Jun-23 | Payment of Exercise | 10,004 | $3.53 | $35,314.10 | (2%) 440.86K to 430.85K | |
| 20-Mar-23 6:59 PM View: | Upland Software, Inc. (UPLD) | 16-Mar-23 | Payment of Exercise | 11,054 | $4.72 | $52,174.90 | (2%) 451.91K to 440.86K | |
| 22-Feb-23 5:56 PM View: | Upland Software, Inc. (UPLD) | 21-Feb-23 | Grant | 100,000 | -- | -- | 28% 351.91K to 451.91K | |
| 20-Dec-22 4:08 PM View: | Upland Software, Inc. (UPLD) | 16-Dec-22 | Payment of Exercise | 9,184 | $7.99 | $73,380.20 | (3%) 361.1K to 351.91K | |
| 25-Oct-22 4:20 PM View: | Upland Software, Inc. (UPLD) | 21-Oct-22 | Grant | 70,000 | -- | -- | 24% 291.1K to 361.1K | |
| 20-Sep-22 4:36 PM View: | Upland Software, Inc. (UPLD) | 16-Sep-22 | Payment of Exercise | 6,888 | $9.38 | $64,609.40 | (2%) 297.98K to 291.1K | |
| 21-Jun-22 4:14 PM View: | Upland Software, Inc. (UPLD) | 16-Jun-22 | Payment of Exercise | 6,888 | $13.72 | $94,503.40 | (2%) 304.87K to 297.98K | |
| 18-Mar-22 4:05 PM View: | Upland Software, Inc. (UPLD) | 16-Mar-22 | Payment of Exercise | 7,145 | $16.66 | $119,036.00 | (2%) 312.02K to 304.87K | (12%) |
| 14-Jan-22 4:44 PM View: | Upland Software, Inc. (UPLD) | 12-Jan-22 | Grant | 67,500 | -- | -- | 28% 244.52K to 312.02K | |
| 14-Jan-22 4:44 PM View: | Upland Software, Inc. (UPLD) | 10-Jan-22 | Gift | 16,486 | -- | -- | 7% 244.52K to 261.0K | |
| 14-Jan-22 4:44 PM View: | Upland Software, Inc. (UPLD) | 10-Jan-22 | Gift | 16,486 | -- | -- | (6%) 261.0K to 244.52K | |
| 20-Dec-21 6:11 PM View: | Upland Software, Inc. (UPLD) | 20-Dec-21 | Gift | 108,867 | -- | -- | 45% 244.52K to 353.38K | |
| 20-Dec-21 6:11 PM View: | Upland Software, Inc. (UPLD) | 20-Dec-21 | Gift | 108,867 | -- | -- | (31%) 353.38K to 244.52K | |
| 20-Dec-21 6:11 PM View: | Upland Software, Inc. (UPLD) | 16-Dec-21 | Payment of Exercise | 7,131 | $18.11 | $129,142.00 | (3%) 251.65K to 244.52K | (4%) |
| 20-Sep-21 5:06 PM View: | Upland Software, Inc. (UPLD) | 20-Sep-21 | Market Sale (Planned) | 87 | $35.87 | $3,120.69 | (< 1%) 251.74K to 251.65K | |
| 20-Sep-21 5:06 PM View: | Upland Software, Inc. (UPLD) | 17-Sep-21 | Market Sale (Planned) | 7,111 | $36.62 | $260,411.00 | (3%) 258.85K to 251.74K | |
| 20-Sep-21 5:06 PM View: | Upland Software, Inc. (UPLD) | 16-Sep-21 | Gift | 34,689 | -- | -- | 13% 258.85K to 293.54K | |
| 20-Sep-21 5:06 PM View: | Upland Software, Inc. (UPLD) | 16-Sep-21 | Gift | 34,689 | -- | -- | (12%) 293.54K to 258.85K | |
| 21-Jun-21 7:04 PM View: | Upland Software, Inc. (UPLD) | 21-Jun-21 | Market Sale (Planned) | 7,398 | $41.50 | $307,011.00 | (3%) 266.24K to 258.85K | < 1% |
| 19-Mar-21 4:12 PM View: | Upland Software, Inc. (UPLD) | 17-Mar-21 | Market Sale (Planned) | 7,236 | $48.34 | $349,808.00 | (3%) 273.48K to 266.24K | 2% |
| 24-Feb-21 6:01 PM View: | Upland Software, Inc. (UPLD) | 22-Feb-21 | Grant | 67,500 | -- | -- | 33% 205.98K to 273.48K | |
| 04-Feb-21 5:01 PM View: | Upland Software, Inc. (UPLD) | 04-Feb-21 | Market Sale (Planned) | 11,277 | $50.01 | $564,016.00 | (5%) 217.26K to 205.98K | < 1% |
| 04-Feb-21 5:01 PM View: | Upland Software, Inc. (UPLD) | 02-Feb-21 | Market Sale (Planned) | 22,385 | $50.05 | $1,120,310.00 | (9%) 239.64K to 217.26K | < 1% |
| 29-Jan-21 4:26 PM View: | Upland Software, Inc. (UPLD) | 27-Jan-21 | Market Sale (Planned) | 2,226 | $50.00 | $111,300.00 | (< 1%) 241.87K to 239.64K | 2% |
| 25-Jan-21 5:54 PM View: | Upland Software, Inc. (UPLD) | 25-Jan-21 | Market Sale (Planned) | 7,060 | $50.09 | $353,605.00 | (3%) 248.93K to 241.87K | 3% |
| 25-Jan-21 5:54 PM View: | Upland Software, Inc. (UPLD) | 22-Jan-21 | Market Sale (Planned) | 450 | $50.00 | $22,500.00 | (< 1%) 249.38K to 248.93K | 3% |
| 25-Jan-21 5:54 PM View: | Upland Software, Inc. (UPLD) | 21-Jan-21 | Market Sale (Planned) | 941 | $50.00 | $47,050.00 | (< 1%) 250.32K to 249.38K | 3% |
| 23-Dec-20 5:52 PM View: | Upland Software, Inc. (UPLD) | 22-Dec-20 | Market Sale (Planned) | 7,110 | $46.93 | $333,674.00 | (3%) 257.43K to 250.32K | < 1% |
| 09-Nov-20 4:25 PM View: | Upland Software, Inc. (UPLD) | 05-Nov-20 | Market Sale (Planned) | 7,002 | $50.10 | $350,779.00 | (3%) 264.43K to 257.43K | 7% |
| 18-Sep-20 5:01 PM View: | Upland Software, Inc. (UPLD) | 18-Sep-20 | Market Sale | 7,146 | $37.33 | $266,787.00 | (3%) 271.58K to 264.43K | (25%) |
| 18-Jun-20 8:15 PM View: | Upland Software, Inc. (UPLD) | 18-Jun-20 | Market Sale (Planned) | 4,918 | $34.10 | $167,704.00 | (2%) 276.5K to 271.58K | (37%) |
| 18-Jun-20 8:15 PM View: | Upland Software, Inc. (UPLD) | 16-Jun-20 | Payment of Exercise | 2,344 | $34.08 | $79,883.50 | (< 1%) 278.84K to 276.5K | (37%) |
| 18-Mar-20 4:57 PM View: | Upland Software, Inc. (UPLD) | 16-Mar-20 | Payment of Exercise | 7,189 | $22.61 | $162,543.00 | (3%) 286.03K to 278.84K | (106%) |
| 06-Mar-20 4:03 PM View: | Upland Software, Inc. (UPLD) | 05-Mar-20 | Option Exercise | 4,297 | $6.22 | $26,727.30 | 1% 326.12K to 330.42K | |
| 06-Mar-20 4:03 PM View: | Upland Software, Inc. (UPLD) | 05-Mar-20 | Market Option Sale (Planned) | 4,297 | $35.42 | $152,180.00 | (1%) 330.42K to 326.12K | (32%) |
| 06-Mar-20 4:03 PM View: | Upland Software, Inc. (UPLD) | 05-Mar-20 | Market Sale (Planned) | 40,095 | $35.42 | $1,419,980.00 | (12%) 326.12K to 286.03K | (32%) |
| 26-Feb-20 6:53 PM View: | Upland Software, Inc. (UPLD) | 24-Feb-20 | Grant | 75,000 | -- | -- | 30% 251.12K to 326.12K | |
| 18-Dec-19 4:38 PM View: | Upland Software, Inc. (UPLD) | 16-Dec-19 | Payment of Exercise | 12,016 | $36.22 | $435,220.00 | (5%) 263.14K to 251.12K | (29%) |
| 17-Sep-19 4:49 PM View: | Upland Software, Inc. (UPLD) | 16-Sep-19 | Payment of Exercise | 7,098 | $36.02 | $255,670.00 | (3%) 270.24K to 263.14K | (30%) |
| 17-Sep-19 4:49 PM View: | Upland Software, Inc. (UPLD) | 13-Sep-19 | Option Exercise | 8,000 | $6.23 | $49,840.00 | 3% 262.24K to 270.24K | |
| 20-Aug-19 6:14 PM View: | Upland Software, Inc. (UPLD) | 20-Aug-19 | Option Exercise | 6,383 | $0.30 | $1,914.90 | 2% 255.85K to 262.24K | |
| 18-Jun-19 4:30 PM View: | Upland Software, Inc. (UPLD) | 16-Jun-19 | Payment of Exercise | 7,098 | $48.19 | $342,053.00 | (3%) 262.95K to 255.85K | 3% |
| 19-Mar-19 7:14 PM View: | Upland Software, Inc. (UPLD) | 19-Mar-19 | Market Sale (Planned) | 41,431 | $41.31 | $1,711,380.00 | (14%) 304.44K to 263.0K | (13%) |
| 19-Mar-19 7:14 PM View: | Upland Software, Inc. (UPLD) | 16-Mar-19 | Payment of Exercise | 7,161 | $41.43 | $296,680.00 | (2%) 311.6K to 304.44K | (13%) |