MarketPeel
Insider Trading Intelligence
TM

Timothy Mattox

UPLD
CO-PRESIDENT & COO · UPLAND SOFTWARE, INC. · CIK 0001624067
FILING MIX · LIFETIME18%/82%
BUYS
4
SELLS
18
TOTAL VALUE
$5.81M
COMPANIES
1
ACTIVE SINCE
Feb 2020
HOLDINGS NOW
419,008
AVG SELL PX
$33.17
TRADE KIND
SHOWING 22 / 22
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
16 backtested trades · 8 horizons · 4 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Timothy Mattox, 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
7d16+56.25%+1.70%+0.07%+1.63%-0.55%
14d16+56.25%+2.92%-0.45%+3.37%-0.29%
30d16+56.25%+5.60%+1.72%+3.88%-4.43%
60d16+37.50%+7.63%+5.16%+2.47%-2.54%
90d16+31.25%+6.99%+6.92%+0.07%-4.03%
180d16+43.75%-0.61%+14.13%-14.74%-10.67%
1y16+93.75%-35.35%+25.26%-60.61%-56.10%
2y16(4 pending)+100.00%-78.54%+14.10%-92.64%-92.20%
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 · 419,008 shares · as of Oct 27, 2025
0141,602283,204424,806566,40820212022202320242025SHARES 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
FLOW · 4 buys / 18 sellsCOVERAGE · 24 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
UPLD
UPLAND SOFTWARE, INC.
PURCHASEGRANT
Stock grant
25,000419,008Oct 27, 2025Oct 29, 2025View →
UPLD
UPLAND SOFTWARE, INC.
SALE10b5-1
10b5-1 plan
20,000$3.19$63.9K394,008Mar 17, 2025Mar 17, 2025View →
UPLD
UPLAND SOFTWARE, INC.
SALE10b5-1
10b5-1 plan
2,768$4.56$12.6K414,008Dec 17, 2024Dec 17, 2024View →
UPLD
UPLAND SOFTWARE, INC.
SALE
18,000$2.50$45.1K416,776Nov 14, 2024Nov 15, 2024View →
UPLD
UPLAND SOFTWARE, INC.
SALE
2,000$2.64$5.3K434,776Nov 13, 2024Nov 15, 2024View →
UPLD
UPLAND SOFTWARE, INC.
PURCHASEGRANT
Stock grant
25,000436,776Nov 4, 2024Nov 4, 2024View →
UPLD
UPLAND SOFTWARE, INC.
PURCHASEGRANT
Stock grant
27,687411,776Jan 6, 2024Jan 8, 2024View →
UPLD
UPLAND SOFTWARE, INC.
SALE
co-President & COO
4,483$51.00$228.6K434,045Feb 11, 2021Feb 12, 2021View →
UPLD
UPLAND SOFTWARE, INC.
SALE
co-President & COO
20,633$51.00$1.05M438,528Feb 8, 2021Feb 9, 2021View →
UPLD
UPLAND SOFTWARE, INC.
SALE
co-President & COO
14,884$51.00$759.1K459,161Feb 5, 2021Feb 9, 2021View →
UPLD
UPLAND SOFTWARE, INC.
SALE
co-President & COO
2,900$47.50$137.7K474,045Dec 22, 2020Dec 23, 2020View →
UPLD
UPLAND SOFTWARE, INC.
SALE
co-President & COO
10,082$46.77$471.5K476,945Dec 22, 2020Dec 23, 2020View →
UPLD
UPLAND SOFTWARE, INC.
SALE
co-President & COO
29,713$45.00$1.34M487,027Oct 19, 2020Oct 19, 2020View →
UPLD
UPLAND SOFTWARE, INC.
SALE
co-President & COO
7,232$45.00$325.4K516,740Oct 16, 2020Oct 19, 2020View →
UPLD
UPLAND SOFTWARE, INC.
SALE
co-President & COO
700$38.46$26.9K523,972Sep 18, 2020Sep 18, 2020View →
UPLD
UPLAND SOFTWARE, INC.
SALE
co-President & COO
3,231$37.74$122.0K524,672Sep 18, 2020Sep 18, 2020View →
UPLD
UPLAND SOFTWARE, INC.
SALE
co-President & COO
9,187$36.82$338.3K527,903Sep 18, 2020Sep 18, 2020View →
UPLD
UPLAND SOFTWARE, INC.
SALE
co-President & COO
3,055$45.00$137.5K537,090Aug 7, 2020Aug 8, 2020View →
UPLD
UPLAND SOFTWARE, INC.
SALE
co-President & COO
9,835$34.10$335.4K540,145Jun 18, 2020Jun 18, 2020View →
UPLD
UPLAND SOFTWARE, INC.
SALE
co-President & COO
3,426$34.08$116.8K549,980Jun 16, 2020Jun 18, 2020View →
UPLD
UPLAND SOFTWARE, INC.
SALE
co-President & COO
13,002$22.61$294.0K553,406Mar 16, 2020Mar 18, 2020View →
UPLD
UPLAND SOFTWARE, INC.
PURCHASEGRANT
Stock grant
150,000566,408Feb 24, 2020Feb 26, 2020View →
Other insiders · UPLD
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About this filer
CIK 0001624067
ROLE
co-President & COO
PRIMARY
UPLD
COMPANIES
1
ACTIVE SINCE
Feb 2020
MARKETPEEL · /INSIDER/0001624067DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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