MarketPeel
Insider Trading Intelligence
JM

John T. Mcdonald

UPLD
CEO · UPLAND SOFTWARE, INC. · CIK 0001094792
FILING MIX · LIFETIME35%/65%
BUYS
36
SELLS
67
TOTAL VALUE
$21.36M
COMPANIES
1
ACTIVE SINCE
Feb 2020
HOLDINGS NOW
0
AVG SELL PX
$20.81
TRADE KIND
SHOWING 103 / 103
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
41 backtested trades · 8 horizons · 4 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by John T. Mcdonald, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d41+48.78%-1.38%-0.02%-1.36%-0.95%-1.49
14d41+41.46%-1.87%+0.00%-1.88%-1.30%-1.77
30d41+46.34%-3.89%+0.22%-4.11%-5.26%-2.66
60d41+53.66%-9.60%+1.99%-11.59%-11.93%-5.43
90d41+48.78%-9.24%+5.36%-14.60%-18.82%-5.90
180d41+58.54%-12.34%+11.55%-23.89%-34.17%-4.49
1y41(1 pending)+67.50%-51.07%+17.17%-68.24%-77.95%-21.34
2y41(3 pending)+73.68%-79.68%+17.64%-97.32%-92.39%-58.18
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
UPLD · 0 shares · as of Apr 30, 2026
0660,2221,320,4441,980,6652,640,887202120222023202420252026SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
2020
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
2026
FLOW · 36 buys / 67 sellsCOVERAGE · 26 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
UPLD
UPLAND SOFTWARE, INC.
PURCHASEGRANT
Stock grant
250,0002,640,887Apr 30, 2026May 4, 2026View →
UPLD
UPLAND SOFTWARE, INC.
SALE
250,0000Apr 30, 2026May 4, 2026View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
18,605$0.54$10.0K2,390,887Mar 16, 2026Mar 17, 2026View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
19,677$1.49$29.2K2,409,492Dec 16, 2025Dec 17, 2025View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
22,956$2.48$56.9K2,429,169Sep 16, 2025Sep 17, 2025View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
14,438$2.36$34.1K2,452,125Sep 11, 2025Sep 11, 2025View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
22,957$1.84$42.2K2,466,563Jun 16, 2025Jun 17, 2025View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
24,273$3.10$75.2K2,489,520Mar 16, 2025Mar 17, 2025View →
UPLD
UPLAND SOFTWARE, INC.
PURCHASEGRANT
Stock grant
250,0002,513,793Jan 28, 2025Jan 29, 2025View →
UPLD
UPLAND SOFTWARE, INC.
PURCHASEGRANT
Stock grant
250,000250,000Jan 28, 2025Jan 29, 2025View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
17,833$4.51$80.4K2,263,793Dec 16, 2024Dec 17, 2024View →
UPLD
UPLAND SOFTWARE, INC.
PURCHASE
CEO
187,5002,355,407Dec 10, 2024Dec 10, 2024View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
73,781$5.31$391.8K2,281,626Dec 10, 2024Dec 10, 2024View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
187,5000Dec 10, 2024Dec 10, 2024View →
UPLD
UPLAND SOFTWARE, INC.
PURCHASE
CEO
125,0002,217,095Dec 9, 2024Dec 10, 2024View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
125,000187,500Dec 9, 2024Dec 10, 2024View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
49,188$4.89$240.5K2,167,907Dec 9, 2024Dec 10, 2024View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
73,781$4.45$328.3K2,092,095Dec 6, 2024Dec 10, 2024View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
187,500312,500Dec 6, 2024Dec 10, 2024View →
UPLD
UPLAND SOFTWARE, INC.
PURCHASE
CEO
187,5002,165,876Dec 6, 2024Dec 10, 2024View →
UPLD
UPLAND SOFTWARE, INC.
PURCHASE
CEO
62,5002,002,970Dec 5, 2024Dec 5, 2024View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
62,500500,000Dec 5, 2024Dec 5, 2024View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
24,594$4.32$106.2K1,978,376Dec 5, 2024Dec 5, 2024View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
31,250562,500Dec 4, 2024Dec 5, 2024View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
12,297$4.00$49.2K1,940,470Dec 4, 2024Dec 5, 2024View →
UPLD
UPLAND SOFTWARE, INC.
PURCHASE
CEO
31,2501,952,767Dec 4, 2024Dec 5, 2024View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
61,484$4.37$268.7K1,921,517Dec 3, 2024Dec 5, 2024View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
156,250593,750Dec 3, 2024Dec 5, 2024View →
UPLD
UPLAND SOFTWARE, INC.
PURCHASE
CEO
156,2501,983,001Dec 3, 2024Dec 5, 2024View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
17,833$2.24$39.9K1,826,751Sep 16, 2024Sep 17, 2024View →
UPLD
UPLAND SOFTWARE, INC.
PURCHASE
CEO
66,365$1.96$130.3K363,738Aug 9, 2024Aug 12, 2024View →
UPLD
UPLAND SOFTWARE, INC.
PURCHASE
CEO
33,635$1.98$66.6K297,373Aug 8, 2024Aug 12, 2024View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
17,834$2.63$46.9K1,844,584Jun 16, 2024Jun 17, 2024View →
UPLD
UPLAND SOFTWARE, INC.
PURCHASEGRANT
Stock grant
500,000750,000Jun 5, 2024Jun 6, 2024View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
19,330$4.21$81.4K1,862,418Mar 16, 2024Mar 19, 2024View →
UPLD
UPLAND SOFTWARE, INC.
PURCHASEGRANT
Stock grant
250,000250,000Jan 29, 2024Jan 31, 2024View →
UPLD
UPLAND SOFTWARE, INC.
PURCHASEGRANT
Stock grant
250,0001,881,748Jan 29, 2024Jan 31, 2024View →
UPLD
UPLAND SOFTWARE, INC.
PURCHASEGRANT
Stock grant
250,000250,000Jan 29, 2024Mar 11, 2024View →
UPLD
UPLAND SOFTWARE, INC.
PURCHASEGRANT
Stock grant
250,0001,881,748Jan 29, 2024Mar 11, 2024View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
11,650$4.61$53.7K1,631,748Dec 16, 2023Dec 19, 2023View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
11,650$3.86$45.0K1,643,398Sep 16, 2023Sep 19, 2023View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
11,650$3.53$41.1K1,655,048Jun 16, 2023Jun 20, 2023View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
12,704$4.72$60.0K1,666,698Mar 16, 2023Mar 17, 2023View →
UPLD
UPLAND SOFTWARE, INC.
PURCHASE
CEO
10,000$4.75$47.5K263,738Mar 13, 2023Mar 14, 2023View →
UPLD
UPLAND SOFTWARE, INC.
PURCHASE
CEO
10,000$4.80$48.0K253,738Mar 10, 2023Mar 14, 2023View →
UPLD
UPLAND SOFTWARE, INC.
PURCHASEGRANT
Stock grant
100,000100,000Feb 21, 2023Feb 22, 2023View →
UPLD
UPLAND SOFTWARE, INC.
PURCHASEGRANT
Stock grant
100,0001,679,402Feb 21, 2023Feb 22, 2023View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
10,545$7.99$84.3K1,579,402Dec 16, 2022Dec 19, 2022View →
UPLD
UPLAND SOFTWARE, INC.
PURCHASEGRANT
Stock grant
100,0001,589,947Oct 21, 2022Oct 25, 2022View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
7,265$9.38$68.1K1,489,947Sep 16, 2022Sep 20, 2022View →
UPLD
UPLAND SOFTWARE, INC.
PURCHASE
CEO
10,000$11.33$113.3K243,738Aug 23, 2022Aug 25, 2022View →
UPLD
UPLAND SOFTWARE, INC.
PURCHASE
CEO
10,000$10.99$109.9K233,738Aug 22, 2022Aug 23, 2022View →
UPLD
UPLAND SOFTWARE, INC.
PURCHASE
CEO
20,000$10.73$214.7K223,738Aug 19, 2022Aug 23, 2022View →
UPLD
UPLAND SOFTWARE, INC.
PURCHASE
CEO
10,000$11.10$111.0K203,738Aug 18, 2022Aug 19, 2022View →
UPLD
UPLAND SOFTWARE, INC.
PURCHASE
CEO
10,000$11.33$113.3K193,738Aug 17, 2022Aug 19, 2022View →
UPLD
UPLAND SOFTWARE, INC.
PURCHASE
CEO
10,000$11.22$112.2K183,738Aug 15, 2022Aug 17, 2022View →
UPLD
UPLAND SOFTWARE, INC.
PURCHASE
CEO
10,000$11.39$113.9K173,738Aug 12, 2022Aug 15, 2022View →
UPLD
UPLAND SOFTWARE, INC.
PURCHASE
CEO
10,000$11.23$112.3K163,738Aug 11, 2022Aug 15, 2022View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
7,265$13.72$99.7K1,497,212Jun 16, 2022Jun 21, 2022View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
7,489$16.66$124.8K1,504,477Mar 16, 2022Mar 18, 2022View →
UPLD
UPLAND SOFTWARE, INC.
PURCHASEGRANT
Stock grant
93,7501,511,966Jan 12, 2022Jan 14, 2022View →
UPLD
UPLAND SOFTWARE, INC.
PURCHASEGRANT
Stock grant
93,75093,750Jan 12, 2022Jan 14, 2022View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
10,090$18.11$182.7K1,418,216Dec 16, 2021Dec 19, 2021View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
10,090$36.94$372.7K1,428,306Sep 16, 2021Sep 20, 2021View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
52,740$41.58$2.19M1,437,707Jul 2, 2021Jul 2, 2021View →
UPLD
UPLAND SOFTWARE, INC.
PURCHASE
CEO
135,3451,490,447Jun 30, 2021Jul 2, 2021View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
66,2970Jun 30, 2021Jul 2, 2021View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
51$40.45$2.1K1,355,102Jun 21, 2021Jun 21, 2021View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
10,322$41.12$424.4K1,355,153Jun 18, 2021Jun 21, 2021View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
6,637$48.15$319.6K1,369,715Mar 17, 2021Sep 20, 2021View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
6,637$48.15$319.6K1,369,715Mar 17, 2021Mar 19, 2021View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
4,240$48.73$206.6K1,365,475Mar 17, 2021Mar 19, 2021View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
3,551$48.73$173.1K1,366,164Mar 17, 2021Sep 20, 2021View →
UPLD
UPLAND SOFTWARE, INC.
PURCHASEGRANT
Stock grant
61,4371,376,352Feb 22, 2021Feb 24, 2021View →
UPLD
UPLAND SOFTWARE, INC.
PURCHASEGRANT
Stock grant
61,43761,437Feb 22, 2021Feb 24, 2021View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
14,684$50.73$744.8K1,314,915Feb 11, 2021Feb 12, 2021View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
3,894$50.10$195.1K1,329,599Feb 10, 2021Feb 12, 2021View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
44,393$50.32$2.23M1,333,493Feb 9, 2021Feb 9, 2021View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
1,285$50.00$64.3K1,377,886Feb 8, 2021Feb 9, 2021View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
11,633$50.37$586.0K1,379,171Feb 8, 2021Feb 9, 2021View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
62,392$50.71$3.16M1,395,410Feb 5, 2021Feb 9, 2021View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
4,606$51.00$234.9K1,390,804Feb 5, 2021Feb 9, 2021View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
7,080$50.03$354.2K1,457,802Feb 4, 2021Feb 4, 2021View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
13,588$50.03$679.8K1,464,882Feb 2, 2021Feb 4, 2021View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
1,700$50.01$85.0K1,478,470Jan 27, 2021Jan 29, 2021View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
26,219$50.04$1.31M1,480,170Jan 25, 2021Jan 25, 2021View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
7,526$50.00$376.3K1,506,389Jan 22, 2021Jan 25, 2021View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
1,000$50.00$50.0K1,513,915Jan 21, 2021Jan 25, 2021View →
UPLD
UPLAND SOFTWARE, INC.
SALEGRANT
Gift
125,0001,514,915Dec 24, 2020Jan 25, 2021View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
10,897$46.77$509.7K1,642,640Dec 22, 2020Dec 23, 2020View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
2,725$47.52$129.5K1,639,915Dec 22, 2020Dec 23, 2020View →
UPLD
UPLAND SOFTWARE, INC.
SALEGRANT
Gift
3,5001,653,537Dec 9, 2020Dec 23, 2020View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
27,180$38.07$1.03M1,657,037Oct 1, 2020Oct 2, 2020View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
3,204$37.73$120.9K1,684,917Sep 18, 2020Sep 18, 2020View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
700$38.42$26.9K1,684,217Sep 18, 2020Sep 18, 2020View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
9,880$36.76$363.2K1,688,121Sep 18, 2020Sep 18, 2020View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
6,414$43.99$282.2K1,704,407Aug 7, 2020Aug 8, 2020View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
6,406$44.63$285.9K1,698,001Aug 7, 2020Aug 8, 2020View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
8,062$34.15$275.3K1,710,821Jun 18, 2020Jun 18, 2020View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
5,8361,718,883Jun 16, 2020Jun 18, 2020View →
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO
13,668$22.61$309.0K1,724,719Mar 16, 2020Mar 18, 2020View →
UPLD
UPLAND SOFTWARE, INC.
PURCHASEGRANT
Stock grant
66,2971,738,387Feb 24, 2020Feb 26, 2020View →
UPLD
UPLAND SOFTWARE, INC.
PURCHASEGRANT
Stock grant
66,29766,297Feb 24, 2020Feb 26, 2020View →
Other insiders · UPLD
Loading peer insiders…
About this filer
CIK 0001094792
ROLE
CEO
PRIMARY
UPLD
COMPANIES
1
ACTIVE SINCE
Feb 2020
MARKETPEEL · /INSIDER/0001094792DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
FREE · DAILY · 6 AM ET

One short email. Insider buys, congressional trades, and plain-English analysis.

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