MarketPeel
Insider Trading Intelligence
SN

Sean Nathaniel

UPLD
CEO AND PRESIDENT · UPLAND SOFTWARE, INC. · CIK 0001870221
FILING MIX · LIFETIME75%/25%
BUYS
3
SELLS
1
TOTAL VALUE
$40.5K
COMPANIES
2
ACTIVE SINCE
Jul 2021
HOLDINGS NOW
503,058
AVG SELL PX
$0.61
TRADE KIND
SHOWING 4 / 4
Trades · vs SPY
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Performance · forward returns vs SPY
1 backtested trades · 8 horizonsHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Sean Nathaniel, 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
7d1+0.00%-7.77%-0.32%-7.44%-7.44%
14d1+0.00%-7.23%+0.58%-7.81%-7.81%
30d1+100.00%+22.96%+1.66%+21.30%+21.30%
60d1+100.00%+10.44%-1.12%+11.56%+11.56%
90d1+100.00%+8.64%+3.44%+5.20%+5.20%
180d1+0.00%-32.74%+3.38%-36.12%-36.12%
1y1+0.00%-44.39%-8.91%-35.47%-35.47%
2y1+0.00%-79.92%+6.42%-86.34%-86.34%
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 · 502,146 shares · as of Jun 16, 2026
0130,188260,376390,563520,751SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
2026
FLOW · 3 buys / 1 sellsCOVERAGE · 20 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
UPLD
UPLAND SOFTWARE, INC.
SALE
CEO and President
18,605$0.61$11.3K502,146Jun 16, 2026Jun 16, 2026View →
UPLD
UPLAND SOFTWARE, INC.
PURCHASEGRANT
Stock grant
133,333133,333Jun 4, 2026Jun 8, 2026View →
UPLD
UPLAND SOFTWARE, INC.
PURCHASEGRANT
Stock grant
500,000520,751Jun 4, 2026Jun 8, 2026View →
LAW
CS DISCO, INC.
PURCHASE
Chief Operating Officer
912$32.00$29.2K912Jul 23, 2021Jul 27, 2021View →
Other insiders · UPLD
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About this filer
CIK 0001870221
ROLE
CEO and President
PRIMARY
UPLD
COMPANIES
2
ACTIVE SINCE
Jul 2021
MARKETPEEL · /INSIDER/0001870221DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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