Mcdonald John T. - 30 Apr 2026 Form 4 Insider Report for Upland Software, Inc. (UPLD)

Reporting relationship: Director
Issuer ticker: UPLD
Reported as of: 30 Apr 2026
Net transaction value: $0
SEC form: 4
Accepted by SEC: 04 May 2026, 16:50:19 UTC
Prior SEC filing: 17 Mar 2026
Source filing: View source filing
Reporting owner signature: /s/ Michael D. Hill (as attorney-in-fact for J. McDonald)

Key filing fact

Mcdonald John T. filed Form 4 for Upland Software, Inc. (UPLD) on 04 May 2026.

Key facts

This page summarizes Mcdonald John T.'s Form 4 filing for Upland Software, Inc. (UPLD).
2 reported transactions and 1 derivative row are listed below.
Accepted by SEC: 04 May 2026, 16:50.

Change

Previous filing in this sequence was filed on 17 Mar 2026.
Current net transaction value: $0.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001094792 Primary reporting owner

MCDONALD JOHN T

Relationship: Director
Address: 900 S. CAPITAL OF TEXAS HWY, LAS CIMAS IV, SUITE 300, AUSTIN
Signature: /s/ Michael D. Hill (as attorney-in-fact for J. McDonald)
Signature date: 04 May 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

UPLD transaction

Common Stock

Award

Transaction value
Shares: +250,000
Change %: +10%
Price: $0.000000^*
Shares after: 2,640,887
Date: 30 Apr 2026
Ownership: Direct
Footnotes: F1

UPLD holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 363,738
Date: 30 Apr 2026
Ownership: By National Financial Services as Cust FBO J. McDonald RRA
Footnotes: F2

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

UPLD transaction Derivative

Performance Share Unit

Disposed to Issuer

Transaction value
Shares: -250,000
Change %: -100%
Price: $0.000000^*
Shares after: 0
Date: 30 Apr 2026
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 250,000
Exercise price: $0.000000
Footnotes: F3

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 3 footnotes

Footnote F1

The restricted stock units will vest on the earliest of (i) February 28, 2028, subject to Mr. McDonald's continued service on the Issuer's board of directors through such date, (ii) the termination of his service on the Board without Cause, as that term is defined in Mr. McDonald's employment agreement and (iii) a Change in Control, as defined in the Issuer's 2024 Omnibus Incentive Plan.

Footnote 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.

Footnote F3

The performance stock units canceled effective April 30, 2026 in accordance with that certain Transition Agreement dated February 25, 2026 by and between the Issuer and Mr. McDonald.