UPLD

Upland Software, Inc.CIK 1505155 ☆ Sign in to watch Congress trades

Open-mkt buys · 90d

—

0 trades · 0 insiders

Open-mkt sales · 90d

$7.3K

2 trades · 1 insiders

Net · 90d

$-7.3K

Insiders on file

AI insights for UPLD PRO

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AI insights for UPLD

Insider sentiment score with a plain-English explanation, conviction score on every buy, and how the stock performed 30 and 90 days after past insider buys.

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Daily buy vs sell · 90 days

■ Open-market buys (P) ■ Open-market sales (S) · daily dollar value by transaction date

Insiders

Insider	Role	Trades	Bought	Sold	Last trade
Simon Jennifer L.	Chief Financial Officer	6	$0	$0	2026-09-16
Doman Dan	Chief Product Officer	27	$0	$67.2K	2026-09-16
Nathaniel Sean	CEO and President	5	$0	$0	2026-09-16
Mattox Timothy	co-President & COO	71	$0	$10.51M	2026-08-07
Hill Michael Douglass	CFO,Treasurer & Secretary	99	$0	$11.49M	2026-06-16
MCDONALD JOHN T	Director	162	$2.45M	$31.08M	2026-04-30
Walsh Teresa Miles	Director	7	$0	$0	2025-10-27
Chung David H S	Director	4	$0	$0	2025-10-27
MAY DAVID	Director	23	$423.1K	$4.51M	2025-10-27
COURTER STEPHEN E	Director	18	$0	$243.1K	2025-10-27
Cummings Karen	President and COO	10	$0	$0	2025-06-30
Smith Matthew Harnden	General Counsel and Secretary	9	$0	$0	2025-06-16
Yates Oliver Robert MacFarlane	Chief Sales Officer	4	$0	$0	2024-03-16
Breslin Matthew	Chief Revenue Officer	1	$0	$0	2024-02-06
Miller Paul Kenneth	Chief Operating Officer	9	$0	$0	2023-12-16
Gill Kinloch III	EVP, CLO and Secretary	16	$0	$491.2K	2023-09-16
Ross Joe	Director	7	$0	$0	2023-07-31
Burk Ian	Chief Business Officer	6	$0	$234.9K	2022-12-19
Favaron Rodney C	co-President and CCO	35	$0	$5.70M	2022-06-16
LIEMANDT JOSEPH	10% Owner	65	$5.81M	$90.69M	2018-08-27
ESW Capital, LLC	10% Owner	91	$14.37M	$4.53M	2018-08-16
AV Partners X, L.L.C.	10% Owner	2	$0	$0	2017-11-16
AV Partners IX LLC	10% Owner	2	$0	$0	2017-11-16
THORNTON JOHN D	Director, 10% Owner	19	$1.15M	$0	2017-11-16
WAVE SYSTEMS CORP	10% Owner	7	$0	$3.68M	2017-09-14
Sarracino Steven	Director	8	$0	$0	2015-11-09
AV Partners IX LP	10% Owner	14	$1.15M	$0	2014-11-12
PACITTI CHRISTOPHER A	10% Owner	14	$1.15M	$0	2014-11-12

Trade history

Insider	Role	Code	Trade	Filed	Shares	Price	Value	Owned after
Simon Jennifer L.	Chief Financial Officer	F Tax w/h	2026-09-16	2026-09-21	1,117	$3.95	$4.4K	28,883	SEC↗
Nathaniel Sean	CEO and President	F Tax w/h	2026-09-16	2026-09-21	1,640	$3.95	$6.5K	48,574	SEC↗
Doman Dan	Chief Operating & Product Of	F Tax w/h	2026-09-16	2026-09-21	2,952	$3.95	$11.7K	86,473	SEC↗
Simon Jennifer L.	Chief Financial Officer	F Tax w/h	2026-09-16	2026-09-21	1,117	$3.94	$4.4K	28,883	SEC↗
Nathaniel Sean	CEO and President	F Tax w/h	2026-09-16	2026-09-21	1,640	$3.94	$6.5K	48,574	SEC↗
Doman Dan	Chief Operating & Product Of	F Tax w/h	2026-09-16	2026-09-21	2,952	$3.94	$11.6K	86,473	SEC↗
Simon Jennifer L.	Chief Financial Officer	A Award deriv	2026-08-17	2026-08-18	6,666	—	$0	6,666	SEC↗
Simon Jennifer L.	Chief Financial Officer	A Award	2026-08-17	2026-08-18	30,000	—	$0	30,000	SEC↗
Simon Jennifer L.	Chief Financial Officer	A Award deriv	2026-08-17	2026-08-18	6,666	—	$0	6,666	SEC↗
Simon Jennifer L.	Chief Financial Officer	A Award	2026-08-17	2026-08-18	30,000	—	$0	30,000	SEC↗
Mattox Timothy	Director	S Sale	2026-08-07	2026-08-11	847	$4.28	$3.6K	36,053	SEC↗
Mattox Timothy	Director	S Sale	2026-08-07	2026-08-11	847	$4.28	$3.6K	36,053	SEC↗
Mattox Timothy	Director	S Sale	2026-08-06	2026-08-10	1,000	$4.27	$4.3K	36,900	SEC↗
Mattox Timothy	Director	S Sale	2026-08-06	2026-08-10	1,000	$4.27	$4.3K	36,900	SEC↗
Mattox Timothy	Director	S Sale	2026-08-05	2026-08-06	1,000	$4.53	$4.5K	37,900	SEC↗
Mattox Timothy	Director	S Sale	2026-08-05	2026-08-06	1,000	$4.53	$4.5K	37,900	SEC↗
Mattox Timothy	Director	S Sale	2026-08-04	2026-08-06	1,000	$4.33	$4.3K	38,900	SEC↗
Mattox Timothy	Director	S Sale	2026-08-04	2026-08-06	1,000	$4.33	$4.3K	38,900	SEC↗
Mattox Timothy	Director	S Sale	2026-08-03	2026-08-04	1,000	$4.45	$4.5K	39,900	SEC↗
Mattox Timothy	Director	S Sale	2026-08-03	2026-08-04	1,000	$4.45	$4.5K	39,900	SEC↗
Mattox Timothy	Director	S Sale	2026-07-31	2026-08-04	1,000	$4.48	$4.5K	40,900	SEC↗
Mattox Timothy	Director	S Sale	2026-07-31	2026-08-04	1,000	$4.48	$4.5K	40,900	SEC↗
Doman Dan	Chief Operating & Product Of	F Tax w/h	2026-06-16	2026-06-16	29,515	$0.61	$18.0K	894,251	SEC↗
Nathaniel Sean	CEO and President	F Tax w/h	2026-06-16	2026-06-16	18,605	$0.61	$11.3K	502,146	SEC↗
Hill Michael Douglass	CFO, Treasurer & Secretary	F Tax w/h	2026-06-16	2026-06-16	8,931	$0.61	$5.4K	383,360	SEC↗
Nathaniel Sean	CEO and President	A Award deriv	2026-06-04	2026-06-08	133,333	—	$0	133,333	SEC↗
Nathaniel Sean	CEO and President	A Award	2026-06-04	2026-06-08	500,000	—	$0	520,751	SEC↗
MCDONALD JOHN T	Director	D To issuer deriv	2026-04-30	2026-05-04	250,000	—	$0	0	SEC↗
MCDONALD JOHN T	Director	A Award	2026-04-30	2026-05-04	250,000	—	$0	2,640,887	SEC↗
Doman Dan	Chief Operating & Product Of	F Tax w/h	2026-03-16	2026-03-17	33,491	$0.54	$18.1K	923,766	SEC↗
Hill Michael Douglass	CFO, Treasurer & Secretary	F Tax w/h	2026-03-16	2026-03-17	8,931	$0.54	$4.8K	392,291	SEC↗
MCDONALD JOHN T	CEO	F Tax w/h	2026-03-16	2026-03-17	18,605	$0.54	$10.0K	2,390,887	SEC↗
Doman Dan	Chief Operating & Product Of	A Award	2026-02-27	2026-03-03	100,000	—	$0	957,257	SEC↗
Doman Dan	Chief Operating & Product Of	A Award	2026-02-23	2026-02-25	150,000	—	$0	857,257	SEC↗
Hill Michael Douglass	CFO, Treasurer & Secretary	A Award	2026-02-23	2026-02-25	70,000	—	$0	401,222	SEC↗
Hill Michael Douglass	CFO, Treasurer & Secretary	F Tax w/h	2025-12-16	2025-12-17	8,856	$1.49	$13.2K	331,222	SEC↗
MCDONALD JOHN T	CEO	F Tax w/h	2025-12-16	2025-12-17	19,677	$1.49	$29.3K	2,409,492	SEC↗
Doman Dan	Chief Operating & Product Of	F Tax w/h	2025-12-16	2025-12-17	24,595	$1.49	$36.6K	707,257	SEC↗
Walsh Teresa Miles	Director	A Award	2025-10-27	2025-10-29	25,000	—	$0	144,490	SEC↗
MAY DAVID	Director	A Award	2025-10-27	2025-10-29	25,000	—	$0	191,437	SEC↗
Mattox Timothy	Director	A Award	2025-10-27	2025-10-29	25,000	—	$0	419,008	SEC↗
COURTER STEPHEN E	Director	A Award	2025-10-27	2025-10-29	25,000	—	$0	124,232	SEC↗
Chung David H S	Director	A Award	2025-10-27	2025-10-29	25,000	—	$0	124,484	SEC↗
Doman Dan	Chief Operating & Product Of	F Tax w/h	2025-09-16	2025-09-17	26,236	$2.48	$65.1K	731,852	SEC↗
Hill Michael Douglass	CFO, Treasurer & Secretary	F Tax w/h	2025-09-16	2025-09-17	11,152	$2.48	$27.7K	340,078	SEC↗
MCDONALD JOHN T	CEO	F Tax w/h	2025-09-16	2025-09-17	22,956	$2.48	$56.9K	2,429,169	SEC↗
MCDONALD JOHN T	CEO	S Sale	2025-09-11	2025-09-11	14,438	$2.36	$34.1K	2,452,125	SEC↗
Cummings Karen	President and COO	F Tax w/h	2025-06-30	2025-07-01	40,993	$1.95	$79.9K	306,432	SEC↗
Cummings Karen	President and COO	F Tax w/h	2025-06-16	2025-06-17	11,479	$1.84	$21.1K	347,425	SEC↗
Doman Dan	Chief Product Officer	F Tax w/h	2025-06-16	2025-06-17	14,758	$1.84	$27.2K	758,088	SEC↗
Hill Michael Douglass	CFO & Treasurer	F Tax w/h	2025-06-16	2025-06-17	11,152	$1.84	$20.5K	351,230	SEC↗
MCDONALD JOHN T	CEO	F Tax w/h	2025-06-16	2025-06-17	22,957	$1.84	$42.2K	2,466,563	SEC↗
Smith Matthew Harnden	General Counsel and Secretar	F Tax w/h	2025-06-16	2025-06-17	3,596	$1.84	$6.6K	131,908	SEC↗
Doman Dan	Chief Product Officer	A Award	2025-06-13	2025-06-17	350,000	—	$0	772,846	SEC↗
Mattox Timothy	Director	S Sale	2025-03-17	2025-03-17	20,000	$3.19	$63.8K	394,008	SEC↗
Cummings Karen	President and COO	F Tax w/h	2025-03-16	2025-03-17	8,648	$3.10	$26.8K	358,904	SEC↗
Doman Dan	Chief Product Officer	F Tax w/h	2025-03-16	2025-03-17	16,414	$3.10	$50.9K	422,846	SEC↗
Hill Michael Douglass	CFO & Treasurer	F Tax w/h	2025-03-16	2025-03-17	12,653	$3.10	$39.2K	362,382	SEC↗
MCDONALD JOHN T	CEO	F Tax w/h	2025-03-16	2025-03-17	24,273	$3.10	$75.2K	2,489,520	SEC↗
Smith Matthew Harnden	General Counsel and Secretar	F Tax w/h	2025-03-16	2025-03-17	4,135	$3.10	$12.8K	135,504	SEC↗
MCDONALD JOHN T	CEO	A Award deriv	2025-01-28	2025-01-30	250,000	—	$0	250,000	SEC↗
Doman Dan	Chief Product Officer	A Award	2025-01-28	2025-01-30	150,000	—	$0	439,260	SEC↗
Hill Michael Douglass	CFO & Treasurer	A Award	2025-01-28	2025-01-30	70,000	—	$0	375,035	SEC↗
MCDONALD JOHN T	CEO	A Award	2025-01-28	2025-01-30	250,000	—	$0	2,513,793	SEC↗
Smith Matthew Harnden	General Counsel and Secretar	A Award	2025-01-28	2025-01-30	50,000	—	$0	139,639	SEC↗
Mattox Timothy	Director	S Sale	2024-12-17	2024-12-17	2,768	$4.56	$12.6K	414,008	SEC↗
Cummings Karen	President and COO	F Tax w/h	2024-12-16	2024-12-17	7,812	$4.51	$35.2K	367,552	SEC↗
Doman Dan	Chief Product Officer	F Tax w/h	2024-12-16	2024-12-17	11,643	$4.51	$52.5K	289,260	SEC↗
Hill Michael Douglass	CFO & Treasurer	F Tax w/h	2024-12-16	2024-12-17	11,070	$4.51	$49.9K	305,035	SEC↗
MCDONALD JOHN T	CEO	F Tax w/h	2024-12-16	2024-12-17	17,833	$4.51	$80.4K	2,263,793	SEC↗
Smith Matthew Harnden	General Counsel and Secretar	F Tax w/h	2024-12-16	2024-12-17	6,197	$4.51	$27.9K	89,639	SEC↗
MCDONALD JOHN T	CEO	M Exercise deriv	2024-12-10	2024-12-10	187,500	—	$0	0	SEC↗
MCDONALD JOHN T	CEO	M Exercise	2024-12-10	2024-12-10	187,500	—	$0	2,355,407	SEC↗
MCDONALD JOHN T	CEO	F Tax w/h	2024-12-10	2024-12-10	73,781	$5.31	$391.8K	2,281,626	SEC↗
MCDONALD JOHN T	CEO	M Exercise deriv	2024-12-09	2024-12-10	125,000	—	$0	187,500	SEC↗
MCDONALD JOHN T	CEO	F Tax w/h	2024-12-09	2024-12-10	49,188	$4.89	$240.5K	2,167,907	SEC↗
MCDONALD JOHN T	CEO	M Exercise	2024-12-09	2024-12-10	125,000	—	$0	2,217,095	SEC↗
MCDONALD JOHN T	CEO	M Exercise deriv	2024-12-06	2024-12-10	187,500	—	$0	312,500	SEC↗
MCDONALD JOHN T	CEO	F Tax w/h	2024-12-06	2024-12-10	73,781	$4.45	$328.3K	2,092,095	SEC↗
MCDONALD JOHN T	CEO	M Exercise	2024-12-06	2024-12-10	187,500	—	$0	2,165,876	SEC↗
MCDONALD JOHN T	CEO	M Exercise deriv	2024-12-05	2024-12-05	62,500	—	$0	500,000	SEC↗
MCDONALD JOHN T	CEO	F Tax w/h	2024-12-05	2024-12-05	24,594	$4.32	$106.2K	1,978,376	SEC↗
MCDONALD JOHN T	CEO	M Exercise	2024-12-05	2024-12-05	62,500	—	$0	2,002,970	SEC↗
MCDONALD JOHN T	CEO	M Exercise deriv	2024-12-04	2024-12-05	31,250	—	$0	562,500	SEC↗
MCDONALD JOHN T	CEO	M Exercise	2024-12-04	2024-12-05	31,250	—	$0	1,952,767	SEC↗
MCDONALD JOHN T	CEO	F Tax w/h	2024-12-04	2024-12-05	12,297	$4.00	$49.2K	1,940,470	SEC↗
MCDONALD JOHN T	CEO	M Exercise deriv	2024-12-03	2024-12-05	156,250	—	$0	593,750	SEC↗
MCDONALD JOHN T	CEO	M Exercise	2024-12-03	2024-12-05	156,250	—	$0	1,983,001	SEC↗
MCDONALD JOHN T	CEO	F Tax w/h	2024-12-03	2024-12-05	61,484	$4.37	$268.7K	1,921,517	SEC↗
Mattox Timothy	Director	S Sale	2024-11-14	2024-11-15	18,000	$2.50	$45.0K	416,776	SEC↗
Mattox Timothy	Director	S Sale	2024-11-13	2024-11-15	2,000	$2.64	$5.3K	434,776	SEC↗
MAY DAVID	Director	A Award	2024-11-04	2024-11-04	25,000	—	$0	166,437	SEC↗
Walsh Teresa Miles	Director	A Award	2024-11-04	2024-11-04	25,000	—	$0	119,490	SEC↗
Mattox Timothy	Director	A Award	2024-11-04	2024-11-04	25,000	—	$0	436,776	SEC↗
COURTER STEPHEN E	Director	A Award	2024-11-04	2024-11-04	25,000	—	$0	99,232	SEC↗
Chung David H S	Director	A Award	2024-11-04	2024-11-04	25,000	—	$0	99,484	SEC↗
Hill Michael Douglass	CFO & Treasurer	F Tax w/h	2024-09-16	2024-09-17	11,070	$2.24	$24.8K	316,105	SEC↗
Doman Dan	Chief Product Officer	F Tax w/h	2024-09-16	2024-09-17	11,643	$2.24	$26.1K	300,903	SEC↗
Cummings Karen	President and COO	F Tax w/h	2024-09-16	2024-09-17	7,815	$2.24	$17.5K	375,364	SEC↗
MCDONALD JOHN T	CEO	F Tax w/h	2024-09-16	2024-09-17	17,833	$2.24	$39.9K	1,826,751	SEC↗
Smith Matthew Harnden	General Counsel and Secretar	F Tax w/h	2024-09-16	2024-09-17	1,240	$2.24	$2.8K	95,836	SEC↗
MCDONALD JOHN T	CEO	P Buy	2024-08-09	2024-08-12	66,365	$1.96	$130.1K	363,738	SEC↗
MCDONALD JOHN T	CEO	P Buy	2024-08-08	2024-08-12	33,635	$1.98	$66.6K	297,373	SEC↗
Hill Michael Douglass	CFO & Treasurer	F Tax w/h	2024-06-16	2024-06-17	11,070	$2.63	$29.1K	327,175	SEC↗
MCDONALD JOHN T	CEO	F Tax w/h	2024-06-16	2024-06-17	17,834	$2.63	$46.9K	1,844,584	SEC↗
Doman Dan	Chief Product Officer	F Tax w/h	2024-06-16	2024-06-17	13,447	$2.63	$35.4K	312,566	SEC↗
Cummings Karen	President and COO	F Tax w/h	2024-06-16	2024-06-17	7,815	$2.63	$20.6K	383,179	SEC↗
Smith Matthew Harnden	General Counsel and Secretar	F Tax w/h	2024-06-16	2024-06-17	1,460	$2.63	$3.8K	97,076	SEC↗
MCDONALD JOHN T	CEO	A Award deriv	2024-06-05	2024-06-06	500,000	—	$0	750,000	SEC↗
Doman Dan	Chief Product Officer	F Tax w/h	2024-03-16	2024-03-19	15,258	$4.21	$64.2K	326,013	SEC↗
Cummings Karen	President and COO	F Tax w/h	2024-03-16	2024-03-19	9,515	$4.21	$40.1K	390,994	SEC↗
Yates Oliver Robert MacFarlane	Chief Sales Officer	F Tax w/h	2024-03-16	2024-03-19	6,672	$4.21	$28.1K	251,567	SEC↗
Smith Matthew Harnden	General Counsel and Secretar	F Tax w/h	2024-03-16	2024-03-19	1,464	$4.21	$6.2K	98,536	SEC↗
Hill Michael Douglass	CFO & Treasurer	F Tax w/h	2024-03-16	2024-03-19	12,559	$4.21	$52.9K	338,245	SEC↗
MCDONALD JOHN T	CEO	F Tax w/h	2024-03-16	2024-03-19	19,330	$4.21	$81.4K	1,862,418	SEC↗
Breslin Matthew	Chief Revenue Officer	A Award	2024-02-06	2024-02-07	150,000	—	$0	150,000	SEC↗
MCDONALD JOHN T	CEO	A Award deriv	2024-01-29	2024-01-31	250,000	—	$0	250,000	SEC↗
MCDONALD JOHN T	CEO	A Award deriv	2024-01-29	2024-03-11	250,000	—	$0	250,000	SEC↗
Smith Matthew Harnden	General Counsel and Secretar	A Award	2024-01-29	2024-01-31	50,000	—	$0	100,000	SEC↗
Hill Michael Douglass	CFO & Treasurer	A Award	2024-01-29	2024-01-31	100,000	—	$0	350,804	SEC↗
Yates Oliver Robert MacFarlane	Chief Sales Officer	A Award	2024-01-29	2024-01-31	135,000	—	$0	258,239	SEC↗
Cummings Karen	Executive VP & Senior GM	A Award	2024-01-29	2024-01-31	150,000	—	$0	400,509	SEC↗
Doman Dan	Chief Product Officer	A Award	2024-01-29	2024-01-31	150,000	—	$0	341,271	SEC↗
MCDONALD JOHN T	CEO	A Award	2024-01-29	2024-01-31	250,000	—	$0	1,881,748	SEC↗
MCDONALD JOHN T	CEO	A Award	2024-01-29	2024-03-11	250,000	—	$0	1,881,748	SEC↗
Mattox Timothy	Director	A Award	2024-01-06	2024-01-08	27,687	—	$0	411,776	SEC↗
Hill Michael Douglass	CFO & Treasurer	F Tax w/h	2023-12-16	2023-12-19	10,004	$4.61	$46.1K	250,804	SEC↗
Yates Oliver Robert MacFarlane	Chief Sales Officer	F Tax w/h	2023-12-16	2023-12-19	2,740	$4.61	$12.6K	123,239	SEC↗
Cummings Karen	Executive VP & Senior GM	F Tax w/h	2023-12-16	2023-12-19	5,279	$4.61	$24.3K	250,509	SEC↗
Doman Dan	Chief Product Officer	F Tax w/h	2023-12-16	2023-12-19	8,528	$4.61	$39.3K	191,271	SEC↗
MCDONALD JOHN T	CEO	F Tax w/h	2023-12-16	2023-12-19	11,650	$4.61	$53.7K	1,631,748	SEC↗
Miller Paul Kenneth	Chief Operating Officer	F Tax w/h	2023-12-16	2023-12-19	6,561	$4.61	$30.2K	209,387	SEC↗
COURTER STEPHEN E	Director	S Sale	2023-11-21	2023-11-22	20,448	$4.43	$90.6K	74,232	SEC↗
Doman Dan	Chief Product Officer	S Sale	2023-11-07	2023-11-09	13,996	$4.80	$67.2K	199,779	SEC↗
Smith Matthew Harnden	General Counsel and Secretar	A Award	2023-10-31	2023-11-01	50,000	—	$0	50,000	SEC↗
Yates Oliver Robert MacFarlane	Chief Sales Officer	F Tax w/h	2023-09-16	2023-09-19	2,740	$3.86	$10.6K	125,979	SEC↗
Hill Michael Douglass	CFO & Treasurer	F Tax w/h	2023-09-16	2023-09-19	10,004	$3.86	$38.6K	260,808	SEC↗
Gill Kinloch III	CLO and Secretary	F Tax w/h	2023-09-16	2023-09-19	6,724	$3.86	$26.0K	194,590	SEC↗
Cummings Karen	Executive VP & Senior GM	F Tax w/h	2023-09-16	2023-09-19	8,323	$3.86	$32.1K	255,788	SEC↗
Doman Dan	Chief Product Officer	F Tax w/h	2023-09-16	2023-09-19	8,528	$3.86	$32.9K	213,775	SEC↗
Miller Paul Kenneth	Chief Operating Officer	F Tax w/h	2023-09-16	2023-09-19	6,561	$3.86	$25.3K	215,948	SEC↗
MCDONALD JOHN T	CEO	F Tax w/h	2023-09-16	2023-09-19	11,650	$3.86	$45.0K	1,643,398	SEC↗
MAY DAVID	Director	A Award	2023-07-31	2023-08-02	62,816	—	$0	141,437	SEC↗
COURTER STEPHEN E	Director	A Award	2023-07-31	2023-08-02	62,816	—	$0	94,680	SEC↗
Ross Joe	Director	A Award	2023-07-31	2023-08-02	62,816	—	$0	118,545	SEC↗
Walsh Teresa Miles	Director	A Award	2023-07-31	2023-08-02	62,816	—	$0	94,490	SEC↗
Chung David H S	Director	A Award	2023-07-31	2023-08-02	62,816	—	$0	74,484	SEC↗
MCDONALD JOHN T	CEO	F Tax w/h	2023-06-16	2023-06-20	11,650	$3.53	$41.1K	1,655,048	SEC↗
Miller Paul Kenneth	Chief Operating Officer	F Tax w/h	2023-06-16	2023-06-20	6,561	$3.53	$23.2K	222,509	SEC↗
Gill Kinloch III	CLO	F Tax w/h	2023-06-16	2023-06-20	6,724	$3.53	$23.7K	201,314	SEC↗
Doman Dan	Chief Product Officer	F Tax w/h	2023-06-16	2023-06-20	8,528	$3.53	$30.1K	222,303	SEC↗
Hill Michael Douglass	CFO	F Tax w/h	2023-06-16	2023-06-20	10,004	$3.53	$35.3K	270,812	SEC↗
Gill Kinloch III	CLO and Secretary	F Tax w/h	2023-03-16	2023-03-20	7,629	$4.72	$36.0K	208,038	SEC↗
Miller Paul Kenneth	Chief Operating Officer	F Tax w/h	2023-03-16	2023-03-20	7,864	$4.72	$37.1K	229,070	SEC↗
Doman Dan	Chief Product Officer	F Tax w/h	2023-03-16	2023-03-20	10,407	$4.72	$49.1K	230,831	SEC↗
MCDONALD JOHN T	CEO	F Tax w/h	2023-03-16	2023-03-20	12,704	$4.72	$60.0K	1,666,698	SEC↗
Hill Michael Douglass	CFO & Treasurer	F Tax w/h	2023-03-16	2023-03-20	11,054	$4.72	$52.2K	280,816	SEC↗
MCDONALD JOHN T	CEO	P Buy	2023-03-13	2023-03-14	10,000	$4.75	$47.5K	263,738	SEC↗
MCDONALD JOHN T	CEO	P Buy	2023-03-10	2023-03-14	10,000	$4.80	$48.0K	253,738	SEC↗
MCDONALD JOHN T	CEO	A Award deriv	2023-02-21	2023-02-22	100,000	—	$0	100,000	SEC↗
Doman Dan	Chief Product Officer	A Award	2023-02-21	2023-02-22	100,000	—	$0	241,238	SEC↗
Miller Paul Kenneth	Chief Operating Officer	A Award	2023-02-21	2023-02-22	100,000	—	$0	236,934	SEC↗
Gill Kinloch III	CLO and Secretary	A Award	2023-02-21	2023-02-22	100,000	—	$0	215,667	SEC↗
MCDONALD JOHN T	CEO	A Award	2023-02-21	2023-02-22	100,000	—	$0	1,679,402	SEC↗
Hill Michael Douglass	CFO & Treasurer	A Award	2023-02-21	2023-02-22	100,000	—	$0	291,870	SEC↗
Burk Ian	Chief Business Officer	S Sale	2022-12-19	2022-12-20	6,266	$7.52	$47.1K	107,047	SEC↗
Hill Michael Douglass	CFO & Treasurer	F Tax w/h	2022-12-16	2022-12-20	9,184	$7.99	$73.4K	191,870	SEC↗
Gill Kinloch III	CLO and Secretary	F Tax w/h	2022-12-16	2022-12-20	6,724	$7.99	$53.7K	115,667	SEC↗
Burk Ian	Chief Business Officer	F Tax w/h	2022-12-16	2022-12-20	5,740	$7.99	$45.9K	113,313	SEC↗
Miller Paul Kenneth	Chief Operating Officer	F Tax w/h	2022-12-16	2022-12-20	5,740	$7.99	$45.9K	136,934	SEC↗
MCDONALD JOHN T	CEO	F Tax w/h	2022-12-16	2022-12-20	10,545	$7.99	$84.3K	1,579,402	SEC↗
Doman Dan	Chief Product Officer	F Tax w/h	2022-12-16	2022-12-20	3,444	$7.99	$27.5K	141,238	SEC↗
Burk Ian	Chief Business Officer	F Tax w/h	2022-11-16	2022-11-18	2,520	$8.07	$20.3K	119,053	SEC↗
Doman Dan	Chief Product Officer	F Tax w/h	2022-11-16	2022-11-18	6,399	$8.07	$51.6K	144,682	SEC↗
Miller Paul Kenneth	Chief Operating Officer	F Tax w/h	2022-11-16	2022-11-18	1,800	$8.07	$14.5K	142,674	SEC↗
Gill Kinloch III	CLO and Secretary	S Sale	2022-11-07	2022-11-09	8,300	$7.32	$60.8K	122,391	SEC↗
Doman Dan	Chief Product Officer	A Award	2022-10-21	2022-10-25	50,000	—	$0	151,081	SEC↗
Hill Michael Douglass	CFO & Treasurer	A Award	2022-10-21	2022-10-25	70,000	—	$0	201,054	SEC↗
MCDONALD JOHN T	CEO	A Award	2022-10-21	2022-10-25	100,000	—	$0	1,589,947	SEC↗
Miller Paul Kenneth	Chief Operating Officer	A Award	2022-10-21	2022-10-25	50,000	—	$0	144,474	SEC↗
Gill Kinloch III	CLO and Secretary	A Award	2022-10-21	2022-10-25	50,000	—	$0	130,691	SEC↗
Burk Ian	Chief Business Officer	A Award	2022-10-21	2022-10-25	50,000	—	$0	121,573	SEC↗
COURTER STEPHEN E	Director	S Sale	2022-10-13	2022-10-14	3,500	$7.06	$24.7K	31,864	SEC↗
COURTER STEPHEN E	Director	S Sale	2022-10-12	2022-10-14	3,500	$7.37	$25.8K	35,364	SEC↗
	Chief Operating Officer	F Tax w/h	2022-09-16	2022-09-20	508	$9.38	$4.8K	94,474	SEC↗
Doman Dan	Chief Product Officer	F Tax w/h	2022-09-16	2022-09-20	1,804	$9.38	$16.9K	101,081	SEC↗
Burk Ian	Chief Business Officer	F Tax w/h	2022-09-16	2022-09-20	508	$9.38	$4.8K	71,573	SEC↗
MCDONALD JOHN T	CEO	F Tax w/h	2022-09-16	2022-09-20	7,265	$9.38	$68.1K	1,489,947	SEC↗
Hill Michael Douglass	CFO & Treasurer	F Tax w/h	2022-09-16	2022-09-20	6,888	$9.38	$64.6K	131,054	SEC↗
Gill Kinloch III	CLO and Secretary	F Tax w/h	2022-09-16	2022-09-20	1,804	$9.38	$16.9K	80,691	SEC↗
Chung David H S	Director	A Award	2022-09-16	2022-09-20	11,668	—	$0	11,668	SEC↗
MCDONALD JOHN T	CEO	P Buy	2022-08-23	2022-08-25	10,000	$11.33	$113.3K	243,738	SEC↗
MCDONALD JOHN T	CEO	P Buy	2022-08-22	2022-08-23	10,000	$10.99	$109.9K	233,738	SEC↗
MCDONALD JOHN T	CEO	P Buy	2022-08-19	2022-08-23	20,000	$10.73	$214.6K	223,738	SEC↗
MCDONALD JOHN T	CEO	P Buy	2022-08-18	2022-08-19	10,000	$11.10	$111.0K	203,738	SEC↗
MCDONALD JOHN T	CEO	P Buy	2022-08-17	2022-08-19	10,000	$11.33	$113.3K	193,738	SEC↗
MCDONALD JOHN T	CEO	P Buy	2022-08-15	2022-08-17	10,000	$11.22	$112.2K	183,738	SEC↗
MCDONALD JOHN T	CEO	P Buy	2022-08-12	2022-08-15	10,000	$11.39	$113.9K	173,738	SEC↗
MCDONALD JOHN T	CEO	P Buy	2022-08-11	2022-08-15	10,000	$11.23	$112.3K	163,738	SEC↗
Burk Ian	Chief Business Officer	S Sale	2022-08-09	2022-08-11	16,748	$11.21	$187.7K	72,081	SEC↗
COURTER STEPHEN E	Director	A Award	2022-08-01	2022-08-02	17,830	—	$0	38,864	SEC↗
Walsh Teresa Miles	Director	A Award	2022-08-01	2022-08-02	17,830	—	$0	31,674	SEC↗
MAY DAVID	Director	A Award	2022-08-01	2022-08-02	17,830	—	$0	78,621	SEC↗
Ross Joe	Director	A Award	2022-08-01	2022-08-02	17,830	—	$0	55,729	SEC↗
Favaron Rodney C	President	F Tax w/h	2022-06-16	2022-06-21	14,757	$13.72	$202.5K	338,742	SEC↗
Gill Kinloch III	EVP, CLO and Secretary	F Tax w/h	2022-06-16	2022-06-21	1,804	$13.72	$24.8K	82,495	SEC↗
MCDONALD JOHN T	CEO	F Tax w/h	2022-06-16	2022-06-21	7,265	$13.72	$99.7K	1,497,212	SEC↗
Hill Michael Douglass	CFO & Treasurer	F Tax w/h	2022-06-16	2022-06-21	6,888	$13.72	$94.5K	137,942	SEC↗
Hill Michael Douglass	CFO & Treasurer	F Tax w/h	2022-03-16	2022-03-18	7,145	$16.66	$119.0K	144,830	SEC↗
MCDONALD JOHN T	CEO	F Tax w/h	2022-03-16	2022-03-18	7,489	$16.66	$124.8K	1,504,477	SEC↗
Gill Kinloch III	EVP, CLO and Secretary	F Tax w/h	2022-03-16	2022-03-18	2,507	$16.66	$41.8K	84,299	SEC↗
Favaron Rodney C	President	F Tax w/h	2022-03-16	2022-03-18	14,981	$16.66	$249.6K	353,499	SEC↗
MCDONALD JOHN T	CEO	A Award deriv	2022-01-12	2022-01-14	93,750	—	$0	93,750	SEC↗
Gill Kinloch III	EVP, CLO and Secretary	A Award	2022-01-12	2022-01-14	27,500	—	$0	86,806	SEC↗
Favaron Rodney C	President	A Award	2022-01-12	2022-01-14	150,000	—	$0	368,480	SEC↗
Hill Michael Douglass	CFO &Treasurer	A Award	2022-01-12	2022-01-14	67,500	—	$0	151,975	SEC↗
MCDONALD JOHN T	CEO	A Award	2022-01-12	2022-01-14	93,750	—	$0	1,511,966	SEC↗
Hill Michael Douglass	CFO &Treasurer	G Gift	2022-01-10	2022-01-14	16,486	—	$0	84,475	SEC↗
Hill Michael Douglass	CFO &Treasurer	G Gift	2022-01-10	2022-01-14	16,486	—	$0	160,042	SEC↗
Hill Michael Douglass	CFO &Treasurer	G Gift	2021-12-20	2021-12-20	108,867	—	$0	100,961	SEC↗
Hill Michael Douglass	CFO &Treasurer	G Gift	2021-12-20	2021-12-20	108,867	—	$0	143,556	SEC↗
Favaron Rodney C	President	F Tax w/h	2021-12-16	2021-12-20	9,837	$18.11	$178.1K	218,480	SEC↗
Gill Kinloch III	EVP, CLO and Secretary	F Tax w/h	2021-12-16	2021-12-20	6,558	$18.11	$118.8K	59,306	SEC↗
Hill Michael Douglass	CFO &Treasurer	F Tax w/h	2021-12-16	2021-12-20	7,131	$18.11	$129.1K	209,828	SEC↗
MCDONALD JOHN T	CEO	F Tax w/h	2021-12-16	2021-12-21	10,090	$18.11	$182.7K	1,418,216	SEC↗
Gill Kinloch III	EVP, CLO and Secretary	S Sale	2021-11-18	2021-11-22	3,481	$21.97	$76.5K	65,864	SEC↗
Favaron Rodney C	President	S Sale	2021-09-20	2021-09-20	150	$35.86	$5.4K	228,317	SEC↗
Hill Michael Douglass	CFO &Treasurer	S Sale	2021-09-20	2021-09-20	87	$35.87	$3.1K	216,959	SEC↗
Favaron Rodney C	President	S Sale	2021-09-17	2021-09-20	9,808	$36.51	$358.1K	228,467	SEC↗
Hill Michael Douglass	CFO &Treasurer	S Sale	2021-09-17	2021-09-20	7,111	$36.62	$260.4K	217,046	SEC↗
MCDONALD JOHN T	CEO	F Tax w/h	2021-09-16	2021-09-20	10,090	$36.94	$372.7K	1,428,306	SEC↗
Hill Michael Douglass	CFO &Treasurer	G Gift	2021-09-16	2021-09-20	34,689	—	$0	34,689	SEC↗
Hill Michael Douglass	CFO &Treasurer	G Gift	2021-09-16	2021-09-20	34,689	—	$0	224,157	SEC↗
COURTER STEPHEN E	Director	A Award	2021-08-02	2021-08-04	6,051	—	$0	21,034	SEC↗
MAY DAVID	Director	A Award	2021-08-02	2021-08-04	6,051	—	$0	60,791	SEC↗
Ross Joe	Director	A Award	2021-08-02	2021-08-04	6,051	—	$0	37,899	SEC↗
Walsh Teresa Miles	Director	A Award	2021-08-02	2021-08-04	6,051	—	$0	13,844	SEC↗
MCDONALD JOHN T	CEO	S Sale	2021-07-02	2021-07-02	52,740	$41.58	$2.19M	1,437,707	SEC↗
MCDONALD JOHN T	CEO	M Exercise deriv	2021-06-30	2021-07-02	66,297	—	$0	0	SEC↗
MCDONALD JOHN T	CEO	M Exercise	2021-06-30	2021-07-02	135,345	—	$0	1,490,447	SEC↗
Gill Kinloch III	EVP, CLO and Secretary	S Sale	2021-06-21	2021-06-21	55	$40.71	$2.2K	69,345	SEC↗
Hill Michael Douglass	CFO &Treasurer	S Sale	2021-06-21	2021-06-21	7,398	$41.50	$307.0K	258,846	SEC↗
MCDONALD JOHN T	CEO	S Sale	2021-06-21	2021-06-21	51	$40.45	$2.1K	1,355,102	SEC↗
Favaron Rodney C	President	S Sale	2021-06-21	2021-06-21	49	$40.44	$2.0K	238,275	SEC↗
Gill Kinloch III	EVP, CLO and Secretary	S Sale	2021-06-18	2021-06-21	3,344	$40.65	$135.9K	69,400	SEC↗
MCDONALD JOHN T	CEO	S Sale	2021-06-18	2021-06-21	10,322	$41.12	$424.4K	1,355,153	SEC↗
Favaron Rodney C	President	S Sale	2021-06-18	2021-06-21	10,062	$41.13	$413.9K	238,324	SEC↗
Gill Kinloch III	EVP, CLO and Secretary	S Sale	2021-06-17	2021-06-21	5,141	$41.98	$215.8K	72,744	SEC↗
Favaron Rodney C	President	M Exercise deriv	2021-04-16	2021-04-20	6,525	—	$0	0	SEC↗
Favaron Rodney C	President	M Exercise	2021-04-16	2021-04-20	6,525	$23.60	$154.0K	277,375	SEC↗
Favaron Rodney C	President	S Sale	2021-04-16	2021-04-20	28,989	$50.00	$1.45M	248,386	SEC↗
MCDONALD JOHN T	CEO	S Sale	2021-03-17	2021-09-20	6,637	$48.15	$319.6K	1,369,715	SEC↗
MCDONALD JOHN T	CEO	S Sale	2021-03-17	2021-09-20	3,551	$48.73	$173.0K	1,366,164	SEC↗
Favaron Rodney C	President	S Sale	2021-03-17	2021-03-19	3,360	$48.75	$163.8K	270,850	SEC↗
Favaron Rodney C	President	S Sale	2021-03-17	2021-03-19	6,576	$48.14	$316.6K	274,210	SEC↗
MCDONALD JOHN T	CEO	S Sale	2021-03-17	2021-03-19	4,240	$48.73	$206.6K	1,365,475	SEC↗
MCDONALD JOHN T	CEO	S Sale	2021-03-17	2021-03-19	6,637	$48.15	$319.6K	1,369,715	SEC↗
Hill Michael Douglass	CFO &Treasurer	S Sale	2021-03-17	2021-03-19	4,795	$48.14	$230.8K	268,685	SEC↗
Hill Michael Douglass	CFO &Treasurer	S Sale	2021-03-17	2021-03-19	2,441	$48.74	$119.0K	266,244	SEC↗
MAY DAVID	Director	S Sale	2021-03-01	2021-03-03	9,900	$50.04	$495.4K	54,840	SEC↗
MAY DAVID	Director	S Sale	2021-03-01	2021-03-03	10,000	$50.17	$501.7K	0	SEC↗
MAY DAVID	Director	S Sale	2021-03-01	2021-03-03	100	$51.05	$5.1K	54,740	SEC↗
MCDONALD JOHN T	CEO	A Award deriv	2021-02-22	2021-02-24	61,437	—	$0	61,437	SEC↗
MCDONALD JOHN T	CEO	A Award	2021-02-22	2021-02-24	61,437	—	$0	1,376,352	SEC↗
Favaron Rodney C	co-President and CCO	A Award	2021-02-22	2021-02-24	150,000	—	$0	280,786	SEC↗
Hill Michael Douglass	CFO &Treasurer	A Award	2021-02-22	2021-02-24	67,500	—	$0	273,480	SEC↗
Mattox Timothy	co-President & COO	S Sale	2021-02-11	2021-02-12	4,483	$51.00	$228.6K	434,045	SEC↗
MCDONALD JOHN T	CEO	S Sale	2021-02-11	2021-02-12	14,684	$50.73	$744.9K	1,314,915	SEC↗
MCDONALD JOHN T	CEO	S Sale	2021-02-10	2021-02-12	3,894	$50.10	$195.1K	1,329,599	SEC↗
MCDONALD JOHN T	CEO	S Sale	2021-02-09	2021-02-09	44,393	$50.32	$2.23M	1,333,493	SEC↗
MCDONALD JOHN T	CEO	S Sale	2021-02-08	2021-02-09	11,633	$50.37	$586.0K	1,379,171	SEC↗
MCDONALD JOHN T	CEO	S Sale	2021-02-08	2021-02-09	1,285	$50.00	$64.3K	1,377,886	SEC↗
Mattox Timothy	co-President & COO	S Sale	2021-02-08	2021-02-09	20,633	$51.00	$1.05M	438,528	SEC↗
MCDONALD JOHN T	CEO	S Sale	2021-02-05	2021-02-09	62,392	$50.71	$3.16M	1,395,410	SEC↗
MCDONALD JOHN T	CEO	S Sale	2021-02-05	2021-02-09	4,606	$51.00	$234.9K	1,390,804	SEC↗
Mattox Timothy	co-President & COO	S Sale	2021-02-05	2021-02-09	14,884	$51.00	$759.1K	459,161	SEC↗
Hill Michael Douglass	CFO &Treasurer	S Sale	2021-02-04	2021-02-04	11,277	$50.01	$564.0K	205,980	SEC↗
MCDONALD JOHN T	CEO	S Sale	2021-02-04	2021-02-04	7,080	$50.03	$354.2K	1,457,802	SEC↗
Hill Michael Douglass	CFO &Treasurer	S Sale	2021-02-02	2021-02-04	22,385	$50.05	$1.12M	217,257	SEC↗
MCDONALD JOHN T	CEO	S Sale	2021-02-02	2021-02-04	13,588	$50.03	$679.8K	1,464,882	SEC↗
Hill Michael Douglass	CFO &Treasurer	S Sale	2021-01-27	2021-01-29	2,226	$50.00	$111.3K	239,642	SEC↗
MCDONALD JOHN T	CEO	S Sale	2021-01-27	2021-01-29	1,700	$50.01	$85.0K	1,478,470	SEC↗
MCDONALD JOHN T	CEO	S Sale	2021-01-25	2021-01-25	26,219	$50.04	$1.31M	1,480,170	SEC↗
Hill Michael Douglass	CFO &Treasurer	S Sale	2021-01-25	2021-01-25	7,060	$50.09	$353.6K	241,868	SEC↗
MCDONALD JOHN T	CEO	S Sale	2021-01-22	2021-01-25	7,526	$50.00	$376.3K	1,506,389	SEC↗
Hill Michael Douglass	CFO &Treasurer	S Sale	2021-01-22	2021-01-25	450	$50.00	$22.5K	248,928	SEC↗
MCDONALD JOHN T	CEO	S Sale	2021-01-21	2021-01-25	1,000	$50.00	$50.0K	1,513,915	SEC↗
Hill Michael Douglass	CFO &Treasurer	S Sale	2021-01-21	2021-01-25	941	$50.00	$47.0K	249,378	SEC↗
MCDONALD JOHN T	CEO	G Gift	2020-12-24	2021-01-25	125,000	—	$0	1,514,915	SEC↗
Hill Michael Douglass	CFO &Treasurer	S Sale	2020-12-22	2020-12-23	5,505	$46.76	$257.4K	251,924	SEC↗
Hill Michael Douglass	CFO &Treasurer	S Sale	2020-12-22	2020-12-23	1,605	$47.50	$76.2K	250,319	SEC↗
Favaron Rodney C	co-President and CCO	S Sale	2020-12-22	2020-12-23	6,666	$47.00	$313.3K	150,000	SEC↗
Favaron Rodney C	co-President and CCO	S Sale	2020-12-22	2020-12-23	14,494	$46.77	$677.9K	135,506	SEC↗
Favaron Rodney C	co-President and CCO	S Sale	2020-12-22	2020-12-23	4,720	$47.46	$224.0K	130,786	SEC↗
Mattox Timothy	co-President & COO	S Sale	2020-12-22	2020-12-23	2,900	$47.50	$137.8K	474,045	SEC↗
Mattox Timothy	co-President & COO	S Sale	2020-12-22	2020-12-23	10,082	$46.77	$471.5K	476,945	SEC↗
MCDONALD JOHN T	CEO	S Sale	2020-12-22	2020-12-23	2,725	$47.52	$129.5K	1,639,915	SEC↗
MCDONALD JOHN T	CEO	S Sale	2020-12-22	2020-12-23	10,897	$46.77	$509.7K	1,642,640	SEC↗
Favaron Rodney C	co-President and CCO	M Exercise deriv	2020-12-17	2020-12-21	15,929	—	$0	0	SEC↗
Favaron Rodney C	co-President and CCO	M Exercise deriv	2020-12-17	2020-12-21	10,884	—	$0	4,603	SEC↗