UPLD Insider Transactions
| Transaction Date (SEC Report) |
Reporting Name | Relationship | Shrs. Owned | Type | Acq./Disp. | Shrs. Transacted | Price() | Amount() |
|---|---|---|---|---|---|---|---|---|
| 2024-03-16 | MCDONALD JOHN T | director, officer: CEO | 1,862,418 | F-InKind | D | 19,330 | 4.21 | 81,379.00 |
| 2024-03-16 | Hill Michael Douglass | officer: CFO & Treasurer | 338,245 | F-InKind | D | 12,559 | 4.21 | 52,873.00 |
| 2024-03-16 | Smith Matthew Harnden | officer: General Counsel and Secretary | 98,536 | F-InKind | D | 1,464 | 4.21 | 6,163.00 |
| 2024-03-16 | Yates Oliver Robert MacFarlane | officer: Chief Sales Officer | 251,567 | F-InKind | D | 6,672 | 4.21 | 28,089.00 |
| 2024-03-16 | Cummings Karen | officer: President and COO | 390,994 | F-InKind | D | 9,515 | 4.21 | 40,058.00 |
| 2024-03-16 | Doman Dan | officer: Chief Product Officer | 326,013 | F-InKind | D | 15,258 | 4.21 | 64,236.00 |
| 2024-02-06 | Breslin Matthew | officer: Chief Revenue Officer | 150,000 | A-Award | A | 150,000 | 0.00 | 0.00 |
| 2024-02-06 | Breslin Matthew | officer | 0 | 0 | 0.00 | 0.00 | ||
| 2024-01-29 | MCDONALD JOHN T | director, officer: CEO | 1,881,748 | A-Award | A | 250,000 | 0.00 | 0.00 |
| 2024-01-29 | MCDONALD JOHN T | director, officer: CEO | 250,000 | A-Award | A | 250,000 | 0.00 | 0.00 |
| 2024-01-29 | Doman Dan | officer: Chief Product Officer | 341,271 | A-Award | A | 150,000 | 0.00 | 0.00 |
| 2024-01-29 | Cummings Karen | officer: Executive VP & Senior GM | 400,509 | A-Award | A | 150,000 | 0.00 | 0.00 |
| 2024-01-29 | Yates Oliver Robert MacFarlane | officer: Chief Sales Officer | 258,239 | A-Award | A | 135,000 | 0.00 | 0.00 |
| 2024-01-29 | Hill Michael Douglass | officer: CFO & Treasurer | 350,804 | A-Award | A | 100,000 | 0.00 | 0.00 |
| 2024-01-29 | Smith Matthew Harnden | officer: General Counsel and Secretary | 100,000 | A-Award | A | 50,000 | 0.00 | 0.00 |
| 2024-01-06 | Mattox Timothy | director | 411,776 | A-Award | A | 27,687 | 0.00 | 0.00 |
| 2024-01-01 | Mattox Timothy | director | 384,089 | D | 0 | 0.00 | 0.00 | |
| 2023-12-16 | Miller Paul Kenneth | officer: Chief Operating Officer | 209,387 | F-InKind | D | 6,561 | 4.61 | 30,246.00 |
| 2023-12-16 | MCDONALD JOHN T | director, officer: CEO | 1,631,748 | F-InKind | D | 11,650 | 4.61 | 53,707.00 |
| 2023-12-16 | Doman Dan | officer: Chief Product Officer | 191,271 | F-InKind | D | 8,528 | 4.61 | 39,314.00 |
| 2023-12-16 | Cummings Karen | officer: Executive VP & Senior GM | 250,509 | F-InKind | D | 5,279 | 4.61 | 24,336.00 |
| 2023-12-16 | Yates Oliver Robert MacFarlane | officer: Chief Sales Officer | 123,239 | F-InKind | D | 2,740 | 4.61 | 12,631.00 |
| 2023-12-16 | Hill Michael Douglass | officer: CFO & Treasurer | 250,804 | F-InKind | D | 10,004 | 4.61 | 46,118.00 |
| 2023-11-21 | COURTER STEPHEN E | director | 74,232 | S-Sale | D | 20,448 | 4.43 | 90,626.00 |
| 2023-11-07 | Doman Dan | officer: Chief Product Officer | 199,779 | S-Sale | D | 13,996 | 4.80 | 67,242.00 |
| 2023-10-31 | Smith Matthew Harnden | officer: General Counsel and Secretary | 50,000 | A-Award | A | 50,000 | 0.00 | 0.00 |
| 2023-10-31 | Smith Matthew Harnden | officer | 0 | 0 | 0.00 | 0.00 | ||
| 2023-09-16 | MCDONALD JOHN T | director, officer: CEO | 1,643,398 | F-InKind | D | 11,650 | 3.86 | 44,969.00 |
| 2023-09-16 | Miller Paul Kenneth | officer: Chief Operating Officer | 215,948 | F-InKind | D | 6,561 | 3.86 | 25,325.00 |
| 2023-09-16 | Doman Dan | officer: Chief Product Officer | 213,775 | F-InKind | D | 8,528 | 3.86 | 32,918.00 |
| 2023-09-16 | Cummings Karen | officer: Executive VP & Senior GM | 255,788 | F-InKind | D | 8,323 | 3.86 | 32,127.00 |
| 2023-09-16 | Gill Kinloch III | officer: CLO and Secretary | 194,590 | F-InKind | D | 6,724 | 3.86 | 25,955.00 |
| 2023-09-16 | Hill Michael Douglass | officer: CFO & Treasurer | 260,808 | F-InKind | D | 10,004 | 3.86 | 38,615.00 |
| 2023-09-16 | Yates Oliver Robert MacFarlane | officer: Chief Sales Officer | 125,979 | F-InKind | D | 2,740 | 3.86 | 10,576.00 |
| 2023-07-31 | Chung David H S | director | 74,484 | A-Award | A | 62,816 | 0.00 | 0.00 |
| 2023-07-31 | Walsh Teresa Miles | director | 94,490 | A-Award | A | 62,816 | 0.00 | 0.00 |
| 2023-07-31 | Ross Joe | director | 118,545 | A-Award | A | 62,816 | 0.00 | 0.00 |
| 2023-07-31 | COURTER STEPHEN E | director | 94,680 | A-Award | A | 62,816 | 0.00 | 0.00 |
| 2023-07-31 | MAY DAVID | director | 141,437 | A-Award | A | 62,816 | 0.00 | 0.00 |
| 2023-06-29 | Yates Oliver Robert MacFarlane | officer: Chief Sales Officer | 128,719 | D | 0 | 0.00 | 0.00 | |
| 2023-06-29 | Cummings Karen | officer: Executive VP & Senior GM | 264,111 | D | 0 | 0.00 | 0.00 | |
| 2023-06-16 | Hill Michael Douglass | officer: CFO | 270,812 | F-InKind | D | 10,004 | 3.53 | 35,314.00 |
| 2023-06-16 | Doman Dan | officer: Chief Product Officer | 222,303 | F-InKind | D | 8,528 | 3.53 | 30,104.00 |
| 2023-06-16 | Gill Kinloch III | officer: CLO | 201,314 | F-InKind | D | 6,724 | 3.53 | 23,736.00 |
| 2023-06-16 | Miller Paul Kenneth | officer: Chief Operating Officer | 222,509 | F-InKind | D | 6,561 | 3.53 | 23,160.00 |
| 2023-06-16 | MCDONALD JOHN T | director, officer: CEO | 1,655,048 | F-InKind | D | 11,650 | 3.53 | 41,124.00 |
| 2023-03-16 | Hill Michael Douglass | officer: CFO & Treasurer | 280,816 | F-InKind | D | 11,054 | 4.72 | 52,175.00 |
| 2023-03-16 | MCDONALD JOHN T | director, officer: CEO | 1,666,698 | F-InKind | D | 12,704 | 4.72 | 59,963.00 |
| 2023-03-16 | Doman Dan | officer: Chief Product Officer | 230,831 | F-InKind | D | 10,407 | 4.72 | 49,121.00 |
| 2023-03-16 | Miller Paul Kenneth | officer: Chief Operating Officer | 229,070 | F-InKind | D | 7,864 | 4.72 | 37,118.00 |
| 2023-03-16 | Gill Kinloch III | officer: CLO and Secretary | 208,038 | F-InKind | D | 7,629 | 4.72 | 36,009.00 |
| 2023-03-13 | MCDONALD JOHN T | director, officer: CEO | 263,738 | P-Purchase | A | 10,000 | 4.75 | 47,500.00 |
| 2023-03-10 | MCDONALD JOHN T | director, officer: CEO | 253,738 | P-Purchase | A | 10,000 | 4.80 | 48,000.00 |
| 2023-02-21 | Hill Michael Douglass | officer: CFO & Treasurer | 291,870 | A-Award | A | 100,000 | 0.00 | 0.00 |
| 2023-02-21 | MCDONALD JOHN T | director, officer: CEO | 1,679,402 | A-Award | A | 100,000 | 0.00 | 0.00 |
| 2023-02-21 | MCDONALD JOHN T | director, officer: CEO | 100,000 | A-Award | A | 100,000 | 0.00 | 0.00 |
| 2023-02-21 | Gill Kinloch III | officer: CLO and Secretary | 215,667 | A-Award | A | 100,000 | 0.00 | 0.00 |
| 2023-02-21 | Miller Paul Kenneth | officer: Chief Operating Officer | 236,934 | A-Award | A | 100,000 | 0.00 | 0.00 |
| 2023-02-21 | Doman Dan | officer: Chief Product Officer | 241,238 | A-Award | A | 100,000 | 0.00 | 0.00 |
| 2022-12-16 | Doman Dan | officer: Chief Product Officer | 141,238 | F-InKind | D | 3,444 | 7.99 | 27,518.00 |
| 2022-12-16 | MCDONALD JOHN T | officer: CEO | 1,579,402 | F-InKind | D | 10,545 | 7.99 | 84,255.00 |
| 2022-12-16 | Miller Paul Kenneth | officer: Chief Operating Officer | 136,934 | F-InKind | D | 5,740 | 7.99 | 45,863.00 |
| 2022-12-16 | Burk Ian | officer: Chief Business Officer | 113,313 | F-InKind | D | 5,740 | 7.99 | 45,863.00 |
| 2022-12-19 | Burk Ian | officer: Chief Business Officer | 107,047 | S-Sale | D | 6,266 | 7.52 | 47,120.00 |
| 2022-12-16 | Gill Kinloch III | officer: CLO and Secretary | 115,667 | F-InKind | D | 6,724 | 7.99 | 53,725.00 |
| 2022-12-16 | Hill Michael Douglass | officer: CFO & Treasurer | 191,870 | F-InKind | D | 9,184 | 7.99 | 73,380.00 |
| 2022-11-16 | Miller Paul Kenneth | officer: Chief Operating Officer | 142,674 | F-InKind | D | 1,800 | 8.07 | 14,526.00 |
| 2022-11-16 | Doman Dan | officer: Chief Product Officer | 144,682 | F-InKind | D | 6,399 | 8.07 | 51,640.00 |
| 2022-11-16 | Burk Ian | officer: Chief Business Officer | 119,053 | F-InKind | D | 2,520 | 8.07 | 20,336.00 |
| 2022-11-07 | Gill Kinloch III | officer: CLO and Secretary | 122,391 | S-Sale | D | 8,300 | 7.32 | 60,756.00 |
| 2022-10-21 | Burk Ian | officer: Chief Business Officer | 121,573 | A-Award | A | 50,000 | 0.00 | 0.00 |
| 2022-10-21 | Gill Kinloch III | officer: CLO and Secretary | 130,691 | A-Award | A | 50,000 | 0.00 | 0.00 |
| 2022-10-21 | Miller Paul Kenneth | officer: Chief Operating Officer | 144,474 | A-Award | A | 50,000 | 0.00 | 0.00 |
| 2022-10-21 | MCDONALD JOHN T | officer: CEO | 1,589,947 | A-Award | A | 100,000 | 0.00 | 0.00 |
| 2022-10-21 | Hill Michael Douglass | officer: CFO & Treasurer | 201,054 | A-Award | A | 70,000 | 0.00 | 0.00 |
| 2022-10-21 | Doman Dan | officer: Chief Product Officer | 151,081 | A-Award | A | 50,000 | 0.00 | 0.00 |
| 2022-10-12 | COURTER STEPHEN E | director | 35,364 | S-Sale | D | 3,500 | 7.37 | 25,795.00 |
| 2022-10-13 | COURTER STEPHEN E | director | 31,864 | S-Sale | D | 3,500 | 7.06 | 24,710.00 |
| 2022-09-16 | Chung David H S | director | 11,668 | A-Award | A | 11,668 | 0.00 | 0.00 |
| 2022-09-16 | Gill Kinloch III | officer: CLO and Secretary | 80,691 | F-InKind | D | 1,804 | 9.38 | 16,922.00 |
| 2022-09-16 | Hill Michael Douglass | officer: CFO & Treasurer | 131,054 | F-InKind | D | 6,888 | 9.38 | 64,609.00 |
| 2022-09-16 | MCDONALD JOHN T | director, officer: CEO | 1,489,947 | F-InKind | D | 7,265 | 9.38 | 68,146.00 |
| 2022-09-16 | Burk Ian | officer: Chief Business Officer | 71,573 | F-InKind | D | 508 | 9.38 | 4,765.00 |
| 2022-09-16 | Doman Dan | officer: Chief Product Officer | 101,081 | F-InKind | D | 1,804 | 9.38 | 16,922.00 |
| 2022-09-16 | Miller Paul Kenneth | officer: Chief Operating Officer | 94,474 | F-InKind | D | 508 | 9.38 | 4,765.00 |
| 2022-08-23 | MCDONALD JOHN T | officer: CEO | 243,738 | P-Purchase | A | 10,000 | 11.33 | 113,307.00 |
| 2022-08-23 | ULYSSES AGGREGATOR, LP | 10 percent owner | 251,727 | I | 0 | 0.00 | 0.00 | |
| 2022-08-23 | ULYSSES AGGREGATOR, LP | 10 percent owner | 0 | D | 6,571,428 | 17.50 | 114,999,990.00 | |
| 2022-08-22 | MCDONALD JOHN T | director, officer: CEO | 233,738 | P-Purchase | A | 10,000 | 10.99 | 109,940.00 |
| 2022-08-19 | MCDONALD JOHN T | officer: CEO | 223,738 | P-Purchase | A | 20,000 | 10.73 | 214,660.00 |
| 2022-08-17 | MCDONALD JOHN T | officer: CEO | 203,738 | P-Purchase | A | 10,000 | 11.10 | 111,000.00 |
| 2022-08-17 | MCDONALD JOHN T | director, officer: CEO | 193,738 | P-Purchase | A | 10,000 | 11.33 | 113,300.00 |
| 2022-08-15 | MCDONALD JOHN T | officer: CEO | 183,738 | P-Purchase | A | 10,000 | 11.22 | 112,200.00 |
| 2022-08-11 | MCDONALD JOHN T | officer: CEO | 173,738 | P-Purchase | A | 10,000 | 11.39 | 113,900.00 |
| 2022-08-11 | MCDONALD JOHN T | director, officer: CEO | 163,738 | P-Purchase | A | 10,000 | 11.23 | 112,300.00 |
| 2022-08-09 | Burk Ian | officer: Chief Business Officer | 72,081 | S-Sale | D | 16,748 | 11.21 | 187,745.00 |
| 2022-08-01 | Doman Dan | officer: Chief Product Officer | 102,885 | D | 0 | 0.00 | 0.00 | |
| 2022-08-01 | Miller Paul Kenneth | officer: Chief Operating Officer | 94,982 | D | 0 | 0.00 | 0.00 | |
| 2022-08-01 | Burk Ian | officer: Chief Business Officer | 88,829 | D | 0 | 0.00 | 0.00 | |
| 2022-08-01 | Ross Joe | director: | 55,729 | A-Award | A | 17,830 | 0.00 | 0.00 |
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