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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 15-Nov-24 4:18 PM View:  | Upland Software, Inc. (UPLD) | 14-Nov-24 | Sale | 18,000 | $2.50 | $45,061.20 | (4%) 434.78K to 416.78K | |
| 15-Nov-24 4:18 PM View: | Upland Software, Inc. (UPLD) | 13-Nov-24 | Sale | 2,000 | $2.64 | $5,271.60 | (< 1%) 436.78K to 434.78K | |
| 08-Jan-24 8:05 PM View: | Upland Software, Inc. (UPLD) | 06-Jan-24 | Grant | 27,687 | -- | -- | 7% 384.09K to 411.78K | |
| 12-Feb-21 4:50 PM View: | Upland Software, Inc. (UPLD) | 11-Feb-21 | Market Sale (Planned) | 4,483 | $51.00 | $228,633.00 | (1%) 438.53K to 434.05K | 2% |
| 09-Feb-21 6:09 PM View: | Upland Software, Inc. (UPLD) | 08-Feb-21 | Market Sale (Planned) | 20,633 | $51.00 | $1,052,290.00 | (4%) 459.16K to 438.53K | 2% |
| 09-Feb-21 6:09 PM View: | Upland Software, Inc. (UPLD) | 05-Feb-21 | Market Sale (Planned) | 14,884 | $51.00 | $759,084.00 | (3%) 474.05K to 459.16K | 2% |
| 23-Dec-20 6:07 PM View: | Upland Software, Inc. (UPLD) | 22-Dec-20 | Market Sale (Planned) | 12,982 | $46.93 | $609,289.00 | (3%) 487.03K to 474.05K | < 1% |
| 20-Oct-20 4:13 PM View: | Upland Software, Inc. (UPLD) | 19-Oct-20 | Market Sale (Planned) | 29,713 | $45.00 | $1,337,100.00 | (6%) 516.74K to 487.03K | (4%) |
| 20-Oct-20 4:13 PM View: | Upland Software, Inc. (UPLD) | 16-Oct-20 | Market Sale (Planned) | 7,232 | $45.00 | $325,440.00 | (1%) 523.97K to 516.74K | (4%) |
| 18-Sep-20 4:58 PM View: | Upland Software, Inc. (UPLD) | 18-Sep-20 | Market Sale | 13,118 | $37.13 | $487,128.00 | (2%) 537.09K to 523.97K | (26%) |
| 10-Aug-20 9:01 AM View: | Upland Software, Inc. (UPLD) | 07-Aug-20 | Market Sale (Planned) | 3,055 | $45.00 | $137,475.00 | (< 1%) 540.14K to 537.09K | (4%) |
| 18-Jun-20 8:16 PM View: | Upland Software, Inc. (UPLD) | 18-Jun-20 | Market Sale (Planned) | 9,835 | $34.10 | $335,374.00 | (2%) 549.98K to 540.14K | (37%) |
| 18-Jun-20 8:16 PM View: | Upland Software, Inc. (UPLD) | 16-Jun-20 | Payment of Exercise | 3,426 | $34.08 | $116,758.00 | (< 1%) 553.41K to 549.98K | (37%) |
| 18-Mar-20 4:53 PM View: | Upland Software, Inc. (UPLD) | 16-Mar-20 | Payment of Exercise | 13,002 | $22.61 | $293,975.00 | (2%) 566.41K to 553.41K | (106%) |
| 26-Feb-20 6:51 PM View: | Upland Software, Inc. (UPLD) | 24-Feb-20 | Grant | 150,000 | -- | -- | 36% 416.41K to 566.41K | |
| 18-Dec-19 4:41 PM View: | Upland Software, Inc. (UPLD) | 16-Dec-19 | Payment of Exercise | 27,199 | $36.22 | $985,148.00 | (6%) 443.61K to 416.41K | (29%) |
| 17-Sep-19 4:13 PM View: | Upland Software, Inc. (UPLD) | 16-Sep-19 | Payment of Exercise | 12,443 | $36.02 | $448,197.00 | (3%) 456.05K to 443.61K | (30%) |
| 18-Jun-19 4:31 PM View: | Upland Software, Inc. (UPLD) | 16-Jun-19 | Payment of Exercise | 12,442 | $48.19 | $599,580.00 | (3%) 468.49K to 456.05K | 3% |
| 19-Mar-19 7:16 PM View: | Upland Software, Inc. (UPLD) | 16-Mar-19 | Payment of Exercise | 12,448 | $41.43 | $515,721.00 | (3%) 481.03K to 468.59K | (13%) |
| 12-Mar-19 5:01 PM View: | Upland Software, Inc. (UPLD) | 11-Mar-19 | Market Sale | 28,196 | $40.27 | $1,135,450.00 | (6%) 509.23K to 481.03K | (16%) |
| 12-Mar-19 5:01 PM View: | Upland Software, Inc. (UPLD) | 08-Mar-19 | Market Sale | 12,804 | $40.00 | $512,183.00 | (2%) 522.03K to 509.23K | (17%) |
| 06-Mar-19 4:14 PM View: | Upland Software, Inc. (UPLD) | 04-Mar-19 | Grant | 150,000 | -- | -- | 40% 372.03K to 522.03K | |
| 18-Dec-18 5:15 PM View: | Upland Software, Inc. (UPLD) | 16-Dec-18 | Payment of Exercise | 54,385 | $28.56 | $1,553,240.00 | (13%) 426.42K to 372.03K | (63%) |
| 18-Sep-18 4:17 PM View: | Upland Software, Inc. (UPLD) | 16-Sep-18 | Payment of Exercise | 7,370 | $34.81 | $256,587.00 | (2%) 433.79K to 426.42K | (34%) |
| 31-Aug-18 4:01 PM View: | Upland Software, Inc. (UPLD) | 30-Aug-18 | Market Sale (Planned) | 15,901 | $38.10 | $605,901.00 | (4%) 449.69K to 433.79K | (22%) |
| 31-Aug-18 4:01 PM View: | Upland Software, Inc. (UPLD) | 29-Aug-18 | Market Sale (Planned) | 1,099 | $38.00 | $41,765.50 | (< 1%) 450.79K to 449.69K | (23%) |
| 01-Aug-18 6:24 PM View: | Upland Software, Inc. (UPLD) | 31-Jul-18 | Option Exercise | 15,860 | $8.72 | $138,299.00 | 4% 434.93K to 450.79K | |
| 13-Jul-18 5:21 PM View: | Upland Software, Inc. (UPLD) | 12-Jul-18 | Market Sale (Planned) | 14,500 | $36.04 | $522,521.00 | (3%) 449.43K to 434.93K | (29%) |
| 13-Jul-18 5:21 PM View: | Upland Software, Inc. (UPLD) | 11-Jul-18 | Market Sale (Planned) | 2,500 | $36.02 | $90,060.00 | (< 1%) 451.93K to 449.43K | (29%) |
| 19-Jun-18 5:39 PM View: | Upland Software, Inc. (UPLD) | 16-Jun-18 | Payment of Exercise | 7,371 | $35.27 | $259,975.00 | (2%) 459.3K to 451.93K | (32%) |
| 30-Mar-18 6:33 PM View: | Upland Software, Inc. (UPLD) | 29-Mar-18 | Grant | 104,500 | $28.79 | $3,008,560.00 | 29% 358.13K to 462.63K | 62% |
| 30-Mar-18 6:33 PM View: | Upland Software, Inc. (UPLD) | 29-Mar-18 | Payment of Exercise | 3,332 | $28.79 | $95,928.30 | (< 1%) 462.63K to 459.3K | (62%) |
| 20-Mar-18 5:50 PM View: | Upland Software, Inc. (UPLD) | 16-Mar-18 | Payment of Exercise | 4,072 | $28.62 | $116,541.00 | (1%) 362.2K to 358.13K | (63%) |
| 13-Mar-18 11:33 AM View: | Upland Software, Inc. (UPLD) | 09-Mar-18 | Market Sale (Planned) | 58,000 | $29.45 | $1,707,910.00 | (14%) 420.2K to 362.2K | (58%) |
| 07-Mar-18 4:50 PM View: | Upland Software, Inc. (UPLD) | 05-Mar-18 | Market Sale (Planned) | 17,000 | $26.09 | $443,511.00 | (4%) 437.2K to 420.2K | (79%) |
| 19-Dec-17 6:15 PM View: | Upland Software, Inc. (UPLD) | 16-Dec-17 | Payment of Exercise | 44,400 | $22.00 | $976,800.00 | (9%) 481.6K to 437.2K | (112%) |
| 19-Sep-17 4:33 PM View: | Upland Software, Inc. (UPLD) | 16-Sep-17 | Payment of Exercise | 4,252 | $20.71 | $88,058.90 | (< 1%) 485.86K to 481.6K | (125%) |
| 23-Aug-17 4:35 PM View: | Upland Software, Inc. (UPLD) | 21-Aug-17 | Option Exercise | 30,000 | $8.72 | $261,600.00 | 7% 455.86K to 485.86K | |
| 20-Jun-17 4:51 PM View: | Upland Software, Inc. (UPLD) | 16-Jun-17 | Payment of Exercise | 4,257 | $21.55 | $91,738.30 | (< 1%) 460.11K to 455.86K | (116%) |
| 31-Mar-17 4:24 PM View: | Upland Software, Inc. (UPLD) | 30-Mar-17 | Grant | 125,000 | $15.50 | $1,937,500.00 | 37% 335.11K to 460.11K | 201% |
| 19-Dec-16 5:18 PM View: | Upland Software, Inc. (UPLD) | 16-Dec-16 | Payment of Exercise | 35,803 | $8.75 | $313,276.00 | (10%) 370.92K to 335.11K | (430%) |
| 28-Mar-16 7:45 PM View: | Upland Software, Inc. (UPLD) | 24-Mar-16 | Grant | 150,000 | $6.81 | $1,021,500.00 | 68% 220.92K to 370.92K | 555% |
| 18-Dec-15 5:06 PM View: | Upland Software, Inc. (UPLD) | 16-Dec-15 | Payment of Exercise | 8,333 | $6.95 | $57,914.30 | (4%) 229.25K to 220.92K | (541%) |
| 15-Sep-15 5:24 PM View: | Upland Software, Inc. (UPLD) | 14-Sep-15 | Payment of Exercise | 341 | $7.90 | $2,693.90 | (< 1%) 229.59K to 229.25K | (464%) |
| 15-Sep-15 5:24 PM View: | Upland Software, Inc. (UPLD) | 14-Aug-15 | Payment of Exercise | 341 | $7.95 | $2,710.95 | (< 1%) 229.93K to 229.59K | (461%) |
| 15-Sep-15 5:24 PM View: | Upland Software, Inc. (UPLD) | 14-Jul-15 | Payment of Exercise | 2,049 | $8.55 | $17,519.00 | (< 1%) 231.98K to 229.93K | (421%) |
| 14-May-15 7:01 PM View: | Upland Software, Inc. (UPLD) | 12-May-15 | Grant | 150,000 | -- | -- | 183% 81.98K to 231.98K |