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John T McDonald bought $197k of UPLD

CEO at Upland Software, Inc.. 100,000 shares at an average of $1.97, traded Aug 8, 2024, filed Aug 12, 2024.

Conviction score
61
Value
$197k
100,000 shares
Holdings after
363,738
+38% from before
From 52-week low
+3%
low $19.60, close $20.10
From 52-week high
-60%
high $49.80, as of Aug 8, 2024

Score components

  • Role
    CEO
    +25
  • Trade size
    $197k at market
    +12
  • Relative to holdings
    Holdings up 38%
    +6
  • Price context
    3% above the 52-week low; 60% below the 52-week high
    +18
  • Cluster
    No other insider buying within 14 days
    0
  • Repeat buying
    First buy in 90 days
    0
  • Track record
    Too few past buys to judge (0 with prices)
    0

What happened after comparable buys

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

This signal so far: 1m +23.7%, 3m +43.7%, 6m +125.3%.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

UPLDOct 12, 2026 · close 3.24
Since filing Aug 12, 2024: -82.9%SPY +49.7% · excess -132.7%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0001505155-24-000071, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Aug 8, 2024POpen-market purchase
Common Stockindirect: By National Financial Services as Cust FBO J. McDonald RRA
+33,635$1.98$67k297,373Aug 12, 2024
Aug 9, 2024POpen-market purchase
Common Stockindirect: By National Financial Services as Cust FBO J. McDonald RRA
+66,365$1.96$130k363,738Aug 12, 2024

Related signals

Other insiders at Upland Software, Inc. and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
0Weak
UPLDsell10b5-1
Upland Software, Inc.
Timothy Mattox
director
$3,627
847 shares
-2%
0Weak
UPLDsell10b5-1
Upland Software, Inc.
Timothy Mattox
director
$4,270
1,000 shares
-3%
0Weak
UPLDsell10b5-1
Upland Software, Inc.
Timothy Mattox
director
$8,860
2,000 shares
-5%
0Weak
UPLDsell10b5-1
Upland Software, Inc.
Timothy Mattox
director
$8,930
2,000 shares
-5%
31Weak
UPLDsell
Upland Software, Inc.
John T McDonald
CEO
$34k
14,438 shares
-1%
0Weak
UPLDsell10b5-1
Upland Software, Inc.
Timothy Mattox
director
$13k
2,768 shares
-1%
22Weak
UPLDsell
Upland Software, Inc.
Timothy Mattox
director
$50k
20,000 shares
-5%
37Weak
UPLDsell 2
Upland Software, Inc.
Stephen E Courter
director
$91k
20,448 shares
-22%
31Weak
UPLDsell 2
Upland Software, Inc.
Dan Doman
Chief Product Officer
$67k
13,996 shares
-7%
1Weak
UPLDsell10b5-1
Upland Software, Inc.
Ian Burk
Chief Business Officer
$47k
6,266 shares
-6%

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

John T McDonald bought $197k of UPLD | InsiderTell