Over the 90-day window ending January 10, 2026, Upland Software's three dominant insider ownership positions are held by Ceo John T Mcdonald (2.77Mn shares), Chief Operating & Product Ofcr Dan Doman (707.26K shares), Cfo And Treasurer & Secretary Michael Douglass Hill (491.26K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| John T Mcdonald | Ceo | 2,773,230 | 17 Dec, 2025 |
| Dan Doman | Chief Operating & Product Ofcr | 707,257 | 17 Dec, 2025 |
| Michael Douglass Hill | Cfo And Treasurer & Secretary | 491,264 | 17 Dec, 2025 |
| Timothy Mattox | 419,008 | 29 Oct, 2025 | |
| Rodney C Favaron | President | 338,742 | 21 Jun, 2022 |
| Karen Cummings | President And Coo | 306,432 | 01 Jul, 2025 |
| Oliver Robert Macfarlane Yates | Chief Sales Officer | 251,567 | 19 Mar, 2024 |
| Paul Kenneth Miller | Chief Operating Officer | 209,387 | 19 Dec, 2023 |
| Kinloch Iii Gill | Clo And Secretary | 194,590 | 19 Sep, 2023 |
| David May | 191,437 | 29 Oct, 2025 | |
| Matthew Breslin | Chief Revenue Officer | 150,000 | 07 Feb, 2024 |
| Teresa Miles Walsh | 144,490 | 29 Oct, 2025 | |
| Matthew Harnden Smith | General Counsel And Secretary | 131,908 | 17 Jun, 2025 |
| David H S Chung | 124,484 | 29 Oct, 2025 | |
| Stephen E Courter | 124,232 | 29 Oct, 2025 | |
| Joe Ross | 118,545 | 02 Aug, 2023 | |
| Ian Burk | Chief Business Officer | 107,047 | 20 Dec, 2022 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 16 Dec, 2025 | John T Mcdonald | Common Stock | D | 19,677 | $1.48 | 2,409,492 | D | F |
| 16 Dec, 2025 | Michael Douglass Hill | Common Stock | D | 8,856 | $1.48 | 331,222 | D | F |
| 16 Dec, 2025 | Dan Doman | Common Stock | D | 24,595 | $1.48 | 707,257 | D | F |
| 27 Oct, 2025 | Stephen E Courter | Common Stock | A | 25,000 | $0.00 | 124,232 | D | A |
| 27 Oct, 2025 | David May | Common Stock | A | 25,000 | $0.00 | 191,437 | D | A |
| 27 Oct, 2025 | David H S Chung | Common Stock | A | 25,000 | $0.00 | 124,484 | D | A |
| 27 Oct, 2025 | Timothy Mattox | Common Stock | A | 25,000 | $0.00 | 419,008 | D | A |
| 27 Oct, 2025 | Teresa Miles Walsh | Common Stock | A | 25,000 | $0.00 | 144,490 | D | A |
| 16 Sep, 2025 | John T Mcdonald | Common Stock | D | 22,956 | $2.48 | 2,429,169 | D | F |
| 16 Sep, 2025 | Michael Douglass Hill | Common Stock | D | 11,152 | $2.48 | 340,078 | D | F |
| 16 Sep, 2025 | Dan Doman | Common Stock | D | 26,236 | $2.48 | 731,852 | D | F |
| 11 Sep, 2025 | John T Mcdonald | Common Stock | D | 14,438 | $2.36 | 2,452,125 | D | S |
| 30 Jun, 2025 | Karen Cummings | Common Stock | D | 40,993 | $1.95 | 306,432 | D | F |
| 16 Jun, 2025 | John T Mcdonald | Common Stock | D | 22,957 | $1.84 | 2,466,563 | D | F |
| 16 Jun, 2025 | Michael Douglass Hill | Common Stock | D | 11,152 | $1.84 | 351,230 | D | F |
| 16 Jun, 2025 | Karen Cummings | Common Stock | D | 11,479 | $1.84 | 347,425 | D | F |
| 16 Jun, 2025 | Matthew Harnden Smith | - | - | 131,908 | D | |||
| 16 Jun, 2025 | Matthew Harnden Smith | Common Stock | D | 3,596 | $1.84 | 131,908 | D | F |
| 16 Jun, 2025 | Dan Doman | Common Stock | D | 14,758 | $1.84 | 758,088 | D | F |
| 13 Jun, 2025 | Dan Doman | Common Stock | A | 350,000 | $0.00 | 772,846 | D | A |