Stock Trading Canary

United States · SEC Form 4 · Snapshot date: 2026-10-18 · Built: 2026-10-18 · 中文

← United States · Coverage record

US · SEC FORM 4

Upland Software, Inc.

UPLD · Nasdaq · CIK 0001505155 · Technology · Software—Application

INSIDER SIGNAL

No active buy signal

0 qualifying P purchase groups
in the current 180-day scoring window

15 Form 4 transaction lines observed in the same window
6 sales · 9 option, withholding, award, gift or other lines

Last qualifying purchase2024-08-09 · MCDONALD JOHN T · $130.1K

WHY NO ACTIVE SIGNAL?

Purchase activityNone
Recent buyingNone
Recent salesModerate
Buy signal statusInactive
Score anatomy

No score is calculated because there is no qualifying purchase in the active window. Unavailable inputs are not treated as zero or as a bearish signal.

ClusterNot calculated
Purchase sizeNot calculated
RoleNot calculated
RecencyNot calculated
ConvictionNot calculated

Why is there no score?

  • No qualifying open-market purchase supplies cluster, size, role, recency or conviction inputs.
  • Sales and other Form 4 activity remain visible as context and do not create a negative score.

Sales and other Form 4 activity are shown separately and do not create a negative buy signal. Absence of buying is not scored as bearish.

Insider activity timeline

Owner lanes show the latest 180 days. Symbol shape identifies the transaction type; sales remain context only.

AprMayJunJulAugSepOct
Mattox TimothyDirector
▼▼▼▼▼▼
Nathaniel SeanCEO and President
○○○
Doman DanChief Operating & Product Ofcr
○○
Simon Jennifer L.Chief Financial Officer
○○
Hill Michael DouglassCFO, Treasurer & Secretary
○
MCDONALD JOHN TDirector
○
● Purchase▼ Sale○ Other

—

Purchase breadth, concentration & cluster buying

These modules activate when qualifying purchases enter the 180-day research window.

SIGNAL HISTORY

No recorded active-signal snapshot

Scores are archived only when the company qualifies for a published US buy-signal snapshot. Last qualifying purchase: 2024-08-09 · MCDONALD JOHN T.

Recent Form 4 activity

0Purchases
6Sales
23Other Form 4 lines
27SEC filings · 365 days
BUYING0 qualifying P line(s) · 180 days
SELLING6 sale line(s) · context only
OTHER9 exercise / withholding / award / gift / other lines
10b5-1 / PLANNEDNot assessed

P is an open-market or private purchase. S is a sale. M, F, A and G usually describe exercises, tax withholding, awards and gifts. These categories remain visually separate.

Market context

Market context has not been captured for this ticker yet. The daily market-context job processes the US universe in rotating batches.

Short interest

Short interest is external context reported to FINRA by broker-dealers. It does not affect the Insider Signal.

Shares short
109,439
Previous report
95,751
Avg daily volume
52,647
Days to cover
2.1

FINRA settlement date: 2026-09-30 · Captured 2026-10-12 · FINRA equity short interest ↗. A share count, published about a week after each of two settlement dates a month; not a percentage of shares outstanding.

Historical equity purchases

Qualifying code P transactions in the local Form 4 history, including purchases outside the current signal window.

Transaction dateReporting ownerTypeSecuritySharesAvg. priceApprox. valueSource
2024-08-09MCDONALD JOHN TPurchase (P)Common Stock66,365USD 1.96USD 130,075SEC filing ↗
2024-08-08MCDONALD JOHN TPurchase (P)Common Stock33,635USD 1.98USD 66,597SEC filing ↗
2023-03-13MCDONALD JOHN TPurchase (P)Common Stock10,000USD 4.75USD 47,500SEC filing ↗
2023-03-10MCDONALD JOHN TPurchase (P)Common Stock10,000USD 4.80USD 48,000SEC filing ↗
2022-08-23MCDONALD JOHN TPurchase (P)Common Stock10,000USD 11.33USD 113,300SEC filing ↗
2022-08-22MCDONALD JOHN TPurchase (P)Common Stock10,000USD 10.99USD 109,900SEC filing ↗
2022-08-19MCDONALD JOHN TPurchase (P)Common Stock20,000USD 10.73USD 214,600SEC filing ↗
2022-08-18MCDONALD JOHN TPurchase (P)Common Stock10,000USD 11.10USD 111,000SEC filing ↗
2022-08-17MCDONALD JOHN TPurchase (P)Common Stock10,000USD 11.33USD 113,300SEC filing ↗
2022-08-15MCDONALD JOHN TPurchase (P)Common Stock10,000USD 11.22USD 112,200SEC filing ↗
2022-08-12MCDONALD JOHN TPurchase (P)Common Stock10,000USD 11.39USD 113,900SEC filing ↗
2022-08-11MCDONALD JOHN TPurchase (P)Common Stock10,000USD 11.23USD 112,300SEC filing ↗
2020-08-17MAY DAVIDPurchase (P)Common Stock10,000USD 33.72USD 337,200SEC filing ↗

Form 4 evidence

29 transaction lines in the latest 365-day window; 313 in local history.

DateOwnerTypeSecuritySharesAvg. priceApprox. valueSource
2026-09-16Simon Jennifer L.Tax withholding (F)Common Stock1,117USD 3.95USD 4,412SEC filing ↗
2026-09-16Nathaniel SeanTax withholding (F)Common Stock1,640USD 3.95USD 6,478SEC filing ↗
2026-09-16Doman DanTax withholding (F)Common Stock2,952USD 3.95USD 11,660SEC filing ↗
Show recent Form 4 evidence (29 grouped rows)
DateOwnerTypeSecuritySharesAvg. priceApprox. valueSource
2026-09-16Simon Jennifer L.Tax withholding (F)Common Stock1,117USD 3.95USD 4,412SEC filing ↗
2026-09-16Nathaniel SeanTax withholding (F)Common Stock1,640USD 3.95USD 6,478SEC filing ↗
2026-09-16Doman DanTax withholding (F)Common Stock2,952USD 3.95USD 11,660SEC filing ↗
2026-08-17Simon Jennifer L.Award / grant (A)Common Stock30,000USD 0.00USD 0SEC filing ↗
2026-08-07Mattox TimothySale (S)Common Stock847USD 4.28USD 3,627SEC filing ↗
2026-08-06Mattox TimothySale (S)Common Stock1,000USD 4.27USD 4,270SEC filing ↗
2026-08-05Mattox TimothySale (S)Common Stock1,000USD 4.53USD 4,530SEC filing ↗
2026-08-04Mattox TimothySale (S)Common Stock1,000USD 4.33USD 4,330SEC filing ↗
2026-08-03Mattox TimothySale (S)Common Stock1,000USD 4.45USD 4,450SEC filing ↗
2026-07-31Mattox TimothySale (S)Common Stock1,000USD 4.48USD 4,480SEC filing ↗
2026-06-16Nathaniel SeanTax withholding (F)Common Stock18,605USD 0.61USD 11,349SEC filing ↗
2026-06-16Hill Michael DouglassTax withholding (F)Common Stock8,931USD 0.61USD 5,448SEC filing ↗
2026-06-16Doman DanTax withholding (F)Common Stock29,515USD 0.61USD 18,004SEC filing ↗
2026-06-04Nathaniel SeanAward / grant (A)Common Stock500,000USD 0.00USD 0SEC filing ↗
2026-04-30MCDONALD JOHN TAward / grant (A)Common Stock250,000USD 0.00USD 0SEC filing ↗
2026-03-16MCDONALD JOHN TTax withholding (F)Common Stock18,605USD 0.54USD 10,047SEC filing ↗
2026-03-16Hill Michael DouglassTax withholding (F)Common Stock8,931USD 0.54USD 4,823SEC filing ↗
2026-03-16Doman DanTax withholding (F)Common Stock33,491USD 0.54USD 18,085SEC filing ↗
2026-02-27Doman DanAward / grant (A)Common Stock100,000USD 0.00USD 0SEC filing ↗
2026-02-23Hill Michael DouglassAward / grant (A)Common Stock70,000USD 0.00USD 0SEC filing ↗
2026-02-23Doman DanAward / grant (A)Common Stock150,000USD 0.00USD 0SEC filing ↗
2025-12-16MCDONALD JOHN TTax withholding (F)Common Stock19,677USD 1.49USD 29,319SEC filing ↗
2025-12-16Hill Michael DouglassTax withholding (F)Common Stock8,856USD 1.49USD 13,195SEC filing ↗
2025-12-16Doman DanTax withholding (F)Common Stock24,595USD 1.49USD 36,647SEC filing ↗
2025-10-27Walsh Teresa MilesAward / grant (A)Common Stock25,000USD 0.00USD 0SEC filing ↗
2025-10-27Mattox TimothyAward / grant (A)Common Stock25,000USD 0.00USD 0SEC filing ↗
2025-10-27MAY DAVIDAward / grant (A)Common Stock25,000USD 0.00USD 0SEC filing ↗
2025-10-27Chung David H SAward / grant (A)Common Stock25,000USD 0.00USD 0SEC filing ↗
2025-10-27COURTER STEPHEN EAward / grant (A)Common Stock25,000USD 0.00USD 0SEC filing ↗

Multiple price lines in one filing are grouped and share-weighted. Price and value are blank when a grouped filing line lacks price evidence.

Snapshot & identity

Snapshot date2026-10-18
Ranking versionUS-v1.2
Data qualityPASS ELIGIBLE · —
TickerUPLD
CIK0001505155
SectorTechnology
IndustrySoftware—Application Yahoo Finance
SEC SIC7372 Services-Prepackaged Software
ExchangeNasdaq

Data coverage

Local Form 4 history313 transaction lines from 2020-01-13 to 2026-09-16
13 P purchase lines · 99 S sale lines · 201 other lines
SEC company submissionsOpen SEC filings ↗

Local ledger as of 2026-10-18. Mapping status is an audit field and does not erase SEC filing evidence.