Insider holders · CIK 0001505155
Upland Software, Inc. · UPLD
Every insider with a reported Table I holding at this company, ranked by their last-reported share count. A balance is only as fresh as its filing — the report date sits next to every row on purpose. ← Back to activity
| Insider | Direct shares | Indirect shares | Total reported | Last report (ET) | From |
|---|---|---|---|---|---|
| WAVE SYSTEMS CORP10% Owner | 0 | 2,803,574 | 2,803,574 | Dec 18, 2017 · 4:20 pm EST | Form 4 |
| John T McDonaldCEO | 1,745,947 | 153,738 | 1,899,685 | Mar 6, 2019 · 4:19 pm EST | Form 4 |
| ESW Capital, LLC10% Owner | 0 | 1,803,574 | 1,803,574 | Aug 28, 2018 · 4:18 pm EDT | Form 4 |
| Joseph Liemandt10% Owner | 0 | 1,803,574 | 1,803,574 | Aug 28, 2018 · 4:18 pm EDT | Form 4 |
| EPM Live, Inc.relationship not stated | 0 | 1,803,574 | 1,803,574 | Aug 28, 2018 · 4:18 pm EDT | Form 4 |
| Michael Douglass HillCFO, Treasurer & Secretary | 383,360 | 160,042 | 543,402 | Jun 16, 2026 · 6:34 pm EDT | Form 4 |
| MJBW Investments, LPrelationship not stated | 192,708 | — | 192,708 | Dec 3, 2015 · 12:47 pm EST | Form 3 |
| MJBW Genpar, LLCrelationship not stated | 192,708 | — | 192,708 | Dec 3, 2015 · 12:47 pm EST | Form 3 |
| GLOBAL UNDERVALUED SECURITIES MASTER FUND LPrelationship not stated | 192,708 | — | 192,708 | Dec 3, 2015 · 12:47 pm EST | Form 3 |
| KLEINHEINZ CAPITAL PARTNERS, INC.relationship not stated | 192,708 | — | 192,708 | Dec 3, 2015 · 12:47 pm EST | Form 3 |
| John B Kleinheinzrelationship not stated | 192,708 | — | 192,708 | Dec 3, 2015 · 12:47 pm EST | Form 3 |
| Dan DomanChief Operating & Product Ofcr | 86,473 | — | 86,473 | Sep 21, 2026 · 5:39 pm EDT | Form 4 |
| David MayDirector | 79,585 | 0 | 79,585 | Feb 13, 2019 · 4:27 pm EST | Form 5 |
| Sean NathanielCEO and President | 48,574 | — | 48,574 | Sep 21, 2026 · 5:38 pm EDT | Form 4 |
| Timothy MattoxDirector | 36,053 | — | 36,053 | Aug 11, 2026 · 4:54 pm EDT | Form 4 |
| Jennifer L. SimonChief Financial Officer | 28,883 | — | 28,883 | Sep 21, 2026 · 5:37 pm EDT | Form 4 |
| Joe RossDirector | 26,093 | — | 26,093 | Aug 8, 2018 · 4:38 pm EDT | Form 4 |
| Rodney C FavaronDirector | 11,913 | — | 11,913 | Aug 8, 2018 · 4:40 pm EDT | Form 4 |
| Stephen E CourterDirector | 11,913 | — | 11,913 | Aug 8, 2018 · 4:36 pm EDT | Form 4 |
| David TamezInterim CFO | 6,947 | — | 6,947 | Aug 3, 2026 · 5:00 pm EDT | Form 3 |
| AV Partners X, L.P.10% Owner | — | 0 | 0 | Nov 20, 2017 · 6:55 pm EST | Form 4 |
| AV Partners X, L.L.C.10% Owner | — | 0 | 0 | Nov 20, 2017 · 6:55 pm EST | Form 4 |
| AUSTIN VENTURES X LP10% Owner | — | 0 | 0 | Nov 20, 2017 · 6:55 pm EST | Form 4 |
| AV Partners IX LLC10% Owner | — | 0 | 0 | Nov 20, 2017 · 6:55 pm EST | Form 4 |
| AV Partners IX LP10% Owner | — | 0 | 0 | Nov 20, 2017 · 6:55 pm EST | Form 4 |
| Austin Ventures IX LP10% Owner | — | 0 | 0 | Nov 20, 2017 · 6:55 pm EST | Form 4 |
| Philip S Siegel10% Owner | — | 0 | 0 | Nov 20, 2017 · 6:52 pm EST | Form 4 |
| Christopher A Pacitti10% Owner | — | 0 | 0 | Nov 20, 2017 · 6:52 pm EST | Form 4 |
| John D Thornton10% Owner | — | 0 | 0 | Nov 20, 2017 · 9:07 pm EST | Form 4 |
| Kenneth P Deangelis10% Owner | — | 0 | 0 | Nov 20, 2017 · 6:52 pm EST | Form 4 |
| Joseph C Aragona10% Owner | — | 0 | 0 | Nov 20, 2017 · 6:52 pm EST | Form 4 |
Balances come from each insider’s most recent filing that reports a Table I holding; an insider who left the company years ago still appears with their last-known figure and its date. Indirect totals collapse multiple vehicles (trusts, LLCs) into one number — open the filing for the breakdown. Shares as filed, not split-adjusted.