MCDONALD JOHN T — SEC Form 4 filings
SEC reporting owner CIK 1094792. 18 Form 4 filings on record with FilingPulse; latest filed 2026-05-04.
Transaction summary — filings shown
Covers all 18 filings on record, filed 2024-01-31 to 2026-05-04. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): 2 legs across 1 filing — 100,000 shares, $196,935 total (shares × price as filed).
- Open-market sales (code S, non-derivative): 1 leg across 1 filing — 14,438 shares, $34,064 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 36.
- Largest priced transaction: purchase of 66,365 shares @ $1.96 ($130,308) in Upland Software, Inc., filed 2024-08-12.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| Upland Software, Inc. (UPLD) | Director | 18 | 2 legs · 100,000 sh · $196,935 | 1 leg · 14,438 sh · $34,064 | 36 |
Form 4 filings — MCDONALD JOHN T
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-05-04 | 4 | Upland Software, Inc. (UPLD) | Grant/award (A): 250,000 @ $0 · Disposition to issuer (D): 250,000 (derivative) @ $0 | EDGAR |
| 2026-03-17 | 4 | Upland Software, Inc. (UPLD) | Tax withholding (F): 18,605 @ $0.54 | EDGAR |
| 2025-12-17 | 4 | Upland Software, Inc. (UPLD) | Tax withholding (F): 19,677 @ $1.49 | EDGAR |
| 2025-09-17 | 4 | Upland Software, Inc. (UPLD) | Tax withholding (F): 22,956 @ $2.48 | EDGAR |
| 2025-09-11 | 4 | Upland Software, Inc. (UPLD) | Sale (S): 14,438 @ $2.36 | EDGAR |
| 2025-06-17 | 4 | Upland Software, Inc. (UPLD) | Tax withholding (F): 22,957 @ $1.84 | EDGAR |
| 2025-03-17 | 4 | Upland Software, Inc. (UPLD) | Tax withholding (F): 24,273 @ $3.10 | EDGAR |
| 2025-01-30 | 4 | Upland Software, Inc. (UPLD) | Grant/award (A): 250,000 @ $0 · Grant/award (A): 250,000 (derivative) @ $0 | EDGAR |
| 2024-12-17 | 4 | Upland Software, Inc. (UPLD) | Tax withholding (F): 17,833 @ $4.51 | EDGAR |
| 2024-12-10 | 4 | Upland Software, Inc. (UPLD) | Option exercise (M): 187,500 @ $0 · Tax withholding (F): 73,781 @ $4.45 · Option exercise (M): 125,000 @ $0 · Tax withholding (F): 49,188 @ $4.89 · Option exercise (M): 187,500 @ $0 · Tax withholding (F): 73,781 @ $5.31 · +3 more | EDGAR |
| 2024-12-05 | 4 | Upland Software, Inc. (UPLD) | Option exercise (M): 156,250 @ $0 · Tax withholding (F): 61,484 @ $4.37 · Option exercise (M): 31,250 @ $0 · Tax withholding (F): 12,297 @ $4 · Option exercise (M): 62,500 @ $0 · Tax withholding (F): 24,594 @ $4.32 · +3 more | EDGAR |
| 2024-09-17 | 4 | Upland Software, Inc. (UPLD) | Tax withholding (F): 17,833 @ $2.24 | EDGAR |
| 2024-08-12 | 4 | Upland Software, Inc. (UPLD) | Purchase (P): 33,635 @ $1.98 · Purchase (P): 66,365 @ $1.96 | EDGAR |
| 2024-06-17 | 4 | Upland Software, Inc. (UPLD) | Tax withholding (F): 17,834 @ $2.63 | EDGAR |
| 2024-06-06 | 4 | Upland Software, Inc. (UPLD) | Grant/award (A): 500,000 (derivative) @ $0 | EDGAR |
| 2024-03-19 | 4 | Upland Software, Inc. (UPLD) | Tax withholding (F): 19,330 @ $4.21 | EDGAR |
| 2024-03-11 | 4/A | Upland Software, Inc. (UPLD) | Grant/award (A): 250,000 @ $0 · Grant/award (A): 250,000 (derivative) @ $0 | EDGAR |
| 2024-01-31 | 4 | Upland Software, Inc. (UPLD) | Grant/award (A): 250,000 @ $0 · Grant/award (A): 250,000 (derivative) @ $0 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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