Separate the three disclosure sources
Recent Form 4 activity
Upland Software, Inc.: source evidence dated 2026-10-10T12:08:28.848Z.
- Available
- 2026-08-19
- Trade date
- 2026-08-17
- Reporting owners
- Simon Jennifer L.
- Code
- A
- Shares
- 30,000
- Reported value
- Not reported
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
Is this an insider transaction, 13F holding, or Congressional event?
Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.
SEC 0002147950-26-000005Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.
Read UPLD fundamentals
Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.
Read UPLD fundamentalsKeep reporting dates and units beside the answer, and inspect its original citations.
Recent Form 4 activity
See the complete recent form 4 activity
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| 2026-08-19 | 2026-08-17 | Simon Jennifer L. | A | 30,000 | Not reported |
| 2026-08-19 | 2026-08-17 | Simon Jennifer L. | A | 6,666 | Not reported |
| 2026-08-12 | 2026-08-07 | Mattox Timothy | S | 847.4 | Not reported |
| 2026-08-11 | 2026-08-06 | Mattox Timothy | S | 1,000 | Not reported |
| 2026-08-07 | 2026-08-05 | Mattox Timothy | S | 1,000 | Not reported |
| 2026-08-07 | 2026-08-04 | Mattox Timothy | S | 1,000 | Not reported |
| 2026-08-05 | 2026-08-03 | Mattox Timothy | S | 1,000 | Not reported |
| 2026-08-05 | 2026-07-31 | Mattox Timothy | S | 1,000 | Not reported |
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90-day public availability window, up to 50 records.
Recent institutional filing receipts
These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.
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| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 378 | $1,763 | None |
| Man Group plc | 2026-06-30 | 2026-08-15 | 25,265 | $117,988 | None |
| JANE STREET GROUP, LLC | 2026-06-30 | 2026-08-15 | 6,794 | $31,728 | None |
| JANE STREET GROUP, LLC | 2026-06-30 | 2026-08-15 | 8,791 | $41,054 | None |
| AMERIPRISE FINANCIAL INC | 2026-06-30 | 2026-08-15 | 137,919 | $644,083 | None |
| D. E. Shaw & Co., Inc. | 2026-06-30 | 2026-08-15 | 47,867 | $223,539 | None |
| RBF Capital, LLC | 2026-06-30 | 2026-08-15 | 42,754 | $199,661 | None |
| CastleKnight Management LP | 2026-06-30 | 2026-08-15 | 77,720 | $362,952 | None |
| TWO SIGMA INVESTMENTS, LP | 2026-06-30 | 2026-08-15 | 26,790 | $125,109 | None |
| BARCLAYS PLC | 2026-06-30 | 2026-08-15 | 144 | $672 | None |
| BARCLAYS PLC | 2026-06-30 | 2026-08-15 | 3,020 | $14,103 | None |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2026-06-30 | 2026-08-14 | 23,341 | $109,002 | None |
| VANGUARD CAPITAL MANAGEMENT LLC | 2026-06-30 | 2026-08-14 | 120,376 | $562,156 | None |
| Vanguard Global Advisers, LLC | 2026-06-30 | 2026-08-14 | 966 | $4,511 | None |
| UBS Group AG | 2026-06-30 | 2026-08-14 | 5 | $23 | None |
| UBS Group AG | 2026-06-30 | 2026-08-14 | 11,653 | $54,420 | None |
| BNP PARIBAS FINANCIAL MARKETS | 2026-06-30 | 2026-08-14 | 15 | $70 | None |
| ACADIAN ASSET MANAGEMENT LLC | 2026-06-30 | 2026-08-14 | 112,368 | $524,000 | None |
| RENAISSANCE TECHNOLOGIES LLC | 2026-06-30 | 2026-08-14 | 24,584 | $114,807 | None |
| VANGUARD FIDUCIARY TRUST CO | 2026-06-30 | 2026-08-14 | 14,350 | $67,015 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 50 | $234 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 2 | $9 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 8 | $37 | None |
| FMR LLC | 2026-06-30 | 2026-08-14 | 1,720 | $8,032 | None |
| HUNTINGTON NATIONAL BANK | 2026-06-30 | 2026-08-14 | 1 | $1 | None |
| FEDERATED HERMES, INC. | 2026-06-30 | 2026-08-13 | 12 | $56 | None |
| GEODE CAPITAL MANAGEMENT, LLC | 2026-06-30 | 2026-08-13 | 5,096 | $23,798 | None |
| GEODE CAPITAL MANAGEMENT, LLC | 2026-06-30 | 2026-08-13 | 30,743 | $143,610 | None |
| Tower Research Capital LLC (TRC) | 2026-06-30 | 2026-08-12 | 1,002 | $4,679 | None |
| ALGERT GLOBAL LLC | 2025-03-31 | 2026-08-12 | 22,860 | $65,380 | None |
| ALGERT GLOBAL LLC | 2024-12-31 | 2026-08-12 | 22,860 | $99,212 | None |
| BlackRock, Inc. | 2026-06-30 | 2026-08-08 | 43,000 | $200,810 | None |
| BlackRock, Inc. | 2026-06-30 | 2026-08-08 | 981 | $4,581 | None |
| BlackRock, Inc. | 2026-06-30 | 2026-08-08 | 3 | $14 | None |
| BlackRock, Inc. | 2026-06-30 | 2026-08-08 | 10,977 | $51,263 | None |
| RICE HALL JAMES & ASSOCIATES, LLC | 2026-06-30 | 2026-08-08 | 101,143 | $472,336 | None |
| Russell Investments Group, Ltd. | 2026-06-30 | 2026-08-07 | 3,620 | $16,905 | None |
| Russell Investments Group, Ltd. | 2026-06-30 | 2026-08-07 | 3,741 | $17,470 | None |
| Russell Investments Group, Ltd. | 2026-06-30 | 2026-08-07 | 10,805 | $50,459 | None |
| Russell Investments Group, Ltd. | 2026-06-30 | 2026-08-07 | 272 | $1,270 | None |
| Russell Investments Group, Ltd. | 2026-06-30 | 2026-08-07 | 2,898 | $13,533 | None |
| Russell Investments Group, Ltd. | 2026-06-30 | 2026-08-07 | 194 | $905 | None |
| SBI Securities Co., Ltd. | 2026-06-30 | 2026-07-24 | 2 | $9 | None |
| AMERIPRISE FINANCIAL INC | 2026-03-31 | 2026-07-18 | 1,355,641 | $902,857 | None |
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90-day public filing window, up to 50 source positions.
Recent Congressional disclosures
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Bounded public source preview, up to 25 disclosed events.
How to read the disclosure dates
The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.
Company insiders
SEC Form 4 purchases, sales and awards report transactions and their public filing availability.
Institutional managers
13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.
Congressional filers
Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.
Read the transaction codes
Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.