Upland Software (UPLD) interim CFO holds 6,947 common shares
Rhea-AI Filing Summary
Upland Software Interim CFO David Tamez reports direct ownership of 6,947 shares of the company’s Common Stock. The position is categorized as a holding, indicating reported beneficial ownership without any associated purchase or sale transaction in this data.
Positive
- None.
Negative
- None.
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
Tamez David
Role
Interim CFO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 6,947 shares (Direct)
Key Figures
Common shares held: 6,947 shares
Holding entries reported: 1
2 metrics
Common shares held
6,947 shares
Direct ownership of Upland Software Common Stock reported by Interim CFO David Tamez
Holding entries reported
1
Number of holding-type entries in the ownership data
Key Terms
Common Stock, Interim CFO, direct ownership
3 terms
Common Stock financial
"security_title: "Common Stock""
Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.
Interim CFO financial
"officer_title: "Interim CFO""
An interim CFO is a temporary chief financial officer hired to run a company’s finance operations during a leadership transition, a search for a permanent hire, or while specific financial issues are resolved. Investors pay attention because this person manages budgeting, financial reporting and communications with shareholders—like a substitute driver keeping a car on course—so their competence affects short‑term financial stability, the accuracy of public reports, and market confidence.
direct ownership financial
"ownership_type: "direct" with ownership_code "D""
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What type of security does Upland Software (UPLD) officer David Tamez hold?
David Tamez holds Common Stock of Upland Software. The disclosure shows his beneficial ownership as an officer, with the shares reported as a direct holding and no separate derivative securities listed in this data set.
Is David Tamez’s Upland Software (UPLD) position direct or indirect ownership?
David Tamez’s reported position is direct ownership of Upland Software Common Stock. The ownership type is coded as direct, meaning the shares are held in his own name rather than through a trust or other entity.
Does the Upland Software (UPLD) disclosure show any recent insider buying or selling by David Tamez?
The disclosure lists Tamez’s stake as a holding entry, not a purchase or sale. It reports his existing beneficial ownership of 6,947 common shares without identifying a new buy, sell, or derivative exercise transaction.
What executive role does David Tamez hold at Upland Software (UPLD) in this ownership report?
David Tamez is identified as Interim CFO of Upland Software. His role as an executive officer makes his equity position in the company’s Common Stock part of required insider ownership reporting to regulators and investors.