| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| MCDONALD JOHN T | CEO, Director | 900 S. CAPITAL OF TEXAS HWY, LAS CIMAS IV, SUITE 300, AUSTIN | /s/ Michael D. Hill (as attorney-in-fact for J. McDonald) | 17 Mar 2026 | 0001094792 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | UPLD | Common Stock | Tax liability | -18,605 | -0.77% | $0.5400* | 2,390,887 | 16 Mar 2026 | Direct | F1, F2 | |
| holding | UPLD | Common Stock | 363,738 | 16 Mar 2026 | By National Financial Services as Cust FBO J. McDonald RRA |
| Id | Content |
|---|---|
| F1 | Shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. This is not an open market sale of securities. |
| F2 | Does not include 125,000 shares of common stock held in a trust for the benefit of Mr. McDonald's children of which The Bryn Mawr Trust Company of Delaware is the trustee. |