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Jennifer L. Simon

UPLD
CHIEF FINANCIAL OFFICER · UPLAND SOFTWARE, INC. · CIK 0002147950
FILING MIX · LIFETIME100%/0%
BUYS
2
SELLS
0
TOTAL VALUE
$0
COMPANIES
1
ACTIVE SINCE
Aug 2026
HOLDINGS NOW
30,000
AVG SELL PX
—
TRADE KIND
SHOWING 2 / 2
Trades · vs SPY
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Performance · forward returns vs SPY
No backtest data available for Jennifer L. Simon. Backtests are computed for purchase (P) and sale (S) transactions with resolvable price history.
Holdings over time
UPLD · 30,000 shares · as of Aug 17, 2026
07,50015,00022,50030,000SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2026
FLOW · 2 buys / 0 sellsCOVERAGE · 1 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
UPLD
UPLAND SOFTWARE, INC.
PURCHASEGRANT
Stock grant
30,000——30,000Aug 17, 2026Aug 18, 2026 ↗View →
UPLD
UPLAND SOFTWARE, INC.
PURCHASEGRANT
Stock grant
6,666——6,666Aug 17, 2026Aug 18, 2026 ↗View →
Other insiders · UPLD
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About this filer
CIK 0002147950
ROLE
Chief Financial Officer
PRIMARY
UPLD
COMPANIES
1
ACTIVE SINCE
Aug 2026
MARKETPEEL · /INSIDER/0002147950DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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