Welcome to our dedicated page for Upland Software SEC filings (Ticker: UPLD), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Tracking how Upland Software funds its steady stream of SaaS acquisitions, allocates purchase-price goodwill, and recognizes recurring subscription revenue can challenge even seasoned analysts. Each 10-K and 10-Q packs pages of deferred-revenue roll-forwards, cloud hosting costs, and churn metrics—details essential for judging cash-flow durability.
Stock Titan’s AI engine turns those dense disclosures into plain language. Whether you’re scanning a Upland Software quarterly earnings report 10-Q filing for segment ARR trends or need Upland Software 8-K material events explained after a surprise acquisition, our platform surfaces the numbers in seconds. It delivers real-time alerts on Upland Software Form 4 insider transactions real-time, so when executives buy or sell, you know first. You’ll also find one-click access to the latest Upland Software proxy statement executive compensation tables and dashboards for understanding Upland Software SEC documents with AI—no more sifting through EDGAR manually.
Use this page to:
- Review a Upland Software annual report 10-K simplified into key revenue-recognition takeaways.
- Compare margins with an AI-driven Upland Software earnings report filing analysis.
- Monitor Upland Software insider trading Form 4 transactions and Upland Software executive stock transactions Form 4 in one feed.
All filings are updated the moment the SEC posts them, giving you comprehensive coverage and answers to common questions like “Upland Software SEC filings explained simply.”
Upland Software insider J. McDonald reported a tax-withholding disposition of restricted stock units on 09/16/2025. The filing shows 22,956 shares were withheld at an effective price of $2.48; the filer held 2,429,169 shares directly after the transaction and 363,738 shares indirectly through National Financial Services as custodian for J. McDonald. The report clarifies the withheld shares were to satisfy tax obligations and were not an open-market sale. The filing notes an additional 125,000 shares held in a trust for Mr. McDonald’s children are excluded from the reported beneficial ownership. The form is signed by an attorney-in-fact on 09/17/2025.
Upland Software insider sale and tax withholding reported. Michael Douglass Hill, the company's CFO, Treasurer and Secretary, reported a disposition of 11,152 shares of Upland Software common stock on 09/16/2025 at a price of $2.48 per share. The filing states these shares were withheld by the issuer to satisfy tax withholding obligations related to the vesting of restricted stock units and explicitly notes this was not an open-market sale.
After the reported disposition, Mr. Hill directly beneficially owns 340,078 shares and indirectly owns 160,042 shares held in the MDH Trust for his family, for a total of 500,120 shares referenced in the filing.
Upland Software insider reported a withholding of 26,236 shares to cover taxes on vested restricted stock units. The transaction occurred on 09/16/2025 at a reported price of $2.48 per share and reduced the reporting person’s beneficial holdings to 731,852 shares. The reporting person is identified as Doman Dan, noted as an officer with the title Chief Operating & Product Ofcr and marked as a director. The filing clarifies this was shares withheld by the issuer to satisfy tax withholding obligations and explicitly states it is not an open market sale. The Form 4 was signed by an attorney-in-fact on 09/17/2025.
Upland Software director and CEO J. McDonald reported an insider sale of 14,438 shares of common stock on 09/11/2025 at a weighted average price of $2.3593 per share. The filing shows 2,452,125 shares held directly after the sale and 363,738 shares held indirectly through National Financial Services as custodian for J. McDonald. The filer says the sales were made to recognize general portfolio tax savings and that the price reflects multiple trades between $2.31 and $2.43. The filing excludes 125,000 shares held in a trust for his children.
Upland Software, Inc. (UPLD) Form 144 summary: This notice reports a proposed Rule 144 sale of 15,000 common shares through Fidelity Brokerage Services LLC on 09/10/2025 on NASDAQ, with an aggregate market value listed as $34,650.00. The filer shows 28,766,498 shares outstanding for the class. The shares to be sold were acquired as a stock award from the issuer on 03/15/2021, with an acquired amount of 15,456 shares and payment dated 03/15/2021. The filing indicates no securities sold in the past three months and includes the standard representation that the seller is unaware of undisclosed material adverse information.
FAQ
What is the current stock price of Upland Software (UPLD)?
What is the market cap of Upland Software (UPLD)?
