SEC CIK 1094792
MCDONALD JOHN T
Reported ownership across 1 company, sourced from SEC Form 4 filings and updated daily.
Current Positions
| Company | Shares Owned | As Of |
|---|---|---|
| UPLDview stock → | 2,640,887 | 2026-04-30 |
Position History — UPLD
Reported shares owned immediately after each Form 4 transaction, over time.
Recent Filings — UPLD
| Date | Activity | Shares | Price | Owned After |
|---|---|---|---|---|
| 2026-04-30 | Disposition to issuer (derivative) | 250,000 | $0.00 | 0 |
| 2026-04-30 | Grant / award | 250,000 | $0.00 | 2,640,887 |
| 2026-03-16 | Tax withholding | 18,605 | $0.54 | 2,390,887 |
| 2025-12-16 | Tax withholding | 19,677 | $1.49 | 2,409,492 |
| 2025-09-16 | Tax withholding | 22,956 | $2.48 | 2,429,169 |
| 2025-09-11 | Open-market sale | 14,438 | $2.36 | 2,452,125 |
| 2025-06-16 | Tax withholding | 22,957 | $1.84 | 2,466,563 |
| 2025-03-16 | Tax withholding | 24,273 | $3.10 | 2,489,520 |
| 2025-01-28 | Grant / award (derivative) | 250,000 | $0.00 | 250,000 |
| 2025-01-28 | Grant / award | 250,000 | $0.00 | 2,513,793 |
| 2024-12-16 | Tax withholding | 17,833 | $4.51 | 2,263,793 |
| 2024-12-10 | Option exercise (derivative) | 187,500 | $0.00 | 0 |
| 2024-12-10 | Option exercise | 187,500 | $0.00 | 2,355,407 |
| 2024-12-10 | Tax withholding | 73,781 | $5.31 | 2,281,626 |
| 2024-12-09 | Option exercise (derivative) | 125,000 | $0.00 | 187,500 |
| 2024-12-09 | Tax withholding | 49,188 | $4.89 | 2,167,907 |
| 2024-12-09 | Option exercise | 125,000 | $0.00 | 2,217,095 |
| 2024-12-06 | Option exercise (derivative) | 187,500 | $0.00 | 312,500 |
| 2024-12-06 | Tax withholding | 73,781 | $4.45 | 2,092,095 |
| 2024-12-06 | Option exercise | 187,500 | $0.00 | 2,165,876 |
| 2024-12-05 | Option exercise (derivative) | 62,500 | $0.00 | 500,000 |
| 2024-12-05 | Tax withholding | 24,594 | $4.32 | 1,978,376 |
| 2024-12-05 | Option exercise | 62,500 | $0.00 | 2,002,970 |
| 2024-12-04 | Option exercise (derivative) | 31,250 | $0.00 | 562,500 |
| 2024-12-04 | Option exercise | 31,250 | $0.00 | 1,952,767 |
| 2024-12-04 | Tax withholding | 12,297 | $4.00 | 1,940,470 |
| 2024-12-03 | Option exercise (derivative) | 156,250 | $0.00 | 593,750 |
| 2024-12-03 | Option exercise | 156,250 | $0.00 | 1,983,001 |
| 2024-12-03 | Tax withholding | 61,484 | $4.37 | 1,921,517 |
| 2024-09-16 | Tax withholding | 17,833 | $2.24 | 1,826,751 |
| 2024-08-09 | Open-market buy | 66,365 | $1.96 | 363,738 |
| 2024-08-08 | Open-market buy | 33,635 | $1.98 | 297,373 |
| 2024-06-16 | Tax withholding | 17,834 | $2.63 | 1,844,584 |
| 2024-06-05 | Grant / award (derivative) | 500,000 | $0.00 | 750,000 |
| 2024-03-16 | Tax withholding | 19,330 | $4.21 | 1,862,418 |
| 2024-01-29 | Grant / award (derivative) | 250,000 | $0.00 | 250,000 |
| 2024-01-29 | Grant / award | 250,000 | $0.00 | 1,881,748 |
| 2024-01-29 | Grant / award (derivative) | 250,000 | $0.00 | 250,000 |
| 2024-01-29 | Grant / award | 250,000 | $0.00 | 1,881,748 |
| 2023-12-16 | Tax withholding | 11,650 | $4.61 | 1,631,748 |
| 2023-09-16 | Tax withholding | 11,650 | $3.86 | 1,643,398 |
| 2023-06-16 | Tax withholding | 11,650 | $3.53 | 1,655,048 |
| 2023-03-16 | Tax withholding | 12,704 | $4.72 | 1,666,698 |
| 2023-03-13 | Open-market buy | 10,000 | $4.75 | 263,738 |
| 2023-03-10 | Open-market buy | 10,000 | $4.80 | 253,738 |
| 2023-02-21 | Grant / award (derivative) | 100,000 | $0.00 | 100,000 |
| 2023-02-21 | Grant / award | 100,000 | $0.00 | 1,679,402 |
| 2022-12-16 | Tax withholding | 10,545 | $7.99 | 1,579,402 |
| 2022-10-21 | Grant / award | 100,000 | $0.00 | 1,589,947 |
| 2022-09-16 | Tax withholding | 7,265 | $9.38 | 1,489,947 |
| 2022-08-23 | Open-market buy | 10,000 | $11.33 | 243,738 |
| 2022-08-22 | Open-market buy | 10,000 | $10.99 | 233,738 |
| 2022-08-19 | Open-market buy | 20,000 | $10.73 | 223,738 |
| 2022-08-18 | Open-market buy | 10,000 | $11.10 | 203,738 |
| 2022-08-17 | Open-market buy | 10,000 | $11.33 | 193,738 |
| 2022-08-15 | Open-market buy | 10,000 | $11.22 | 183,738 |
| 2022-08-12 | Open-market buy | 10,000 | $11.39 | 173,738 |
| 2022-08-11 | Open-market buy | 10,000 | $11.23 | 163,738 |
| 2022-06-16 | Tax withholding | 7,265 | $13.72 | 1,497,212 |
| 2022-03-16 | Tax withholding | 7,489 | $16.66 | 1,504,477 |
| 2022-01-12 | Grant / award (derivative) | 93,750 | $0.00 | 93,750 |
| 2022-01-12 | Grant / award | 93,750 | $0.00 | 1,511,966 |
| 2021-12-16 | Tax withholding | 10,090 | $18.11 | 1,418,216 |
| 2021-09-16 | Tax withholding | 10,090 | $36.94 | 1,428,306 |
| 2021-07-02 | Open-market sale | 52,740 | $41.58 | 1,437,707 |
| 2021-06-30 | Option exercise (derivative) | 66,297 | $0.00 | 0 |
| 2021-06-30 | Option exercise | 135,345 | $0.00 | 1,490,447 |
| 2021-06-21 | Open-market sale | 51 | $40.45 | 1,355,102 |
| 2021-06-18 | Open-market sale | 10,322 | $41.12 | 1,355,153 |
| 2021-03-17 | Open-market sale | 4,240 | $48.73 | 1,365,475 |
| 2021-03-17 | Open-market sale | 6,637 | $48.15 | 1,369,715 |
| 2021-03-17 | Open-market sale | 6,637 | $48.15 | 1,369,715 |
| 2021-03-17 | Open-market sale | 3,551 | $48.73 | 1,366,164 |
| 2021-02-22 | Grant / award (derivative) | 61,437 | $0.00 | 61,437 |
| 2021-02-22 | Grant / award | 61,437 | $0.00 | 1,376,352 |
| 2021-02-11 | Open-market sale | 14,684 | $50.73 | 1,314,915 |
| 2021-02-10 | Open-market sale | 3,894 | $50.10 | 1,329,599 |
| 2021-02-09 | Open-market sale | 44,393 | $50.32 | 1,333,493 |
| 2021-02-08 | Open-market sale | 11,633 | $50.37 | 1,379,171 |
| 2021-02-08 | Open-market sale | 1,285 | $50.00 | 1,377,886 |
| 2021-02-05 | Open-market sale | 62,392 | $50.71 | 1,395,410 |
| 2021-02-05 | Open-market sale | 4,606 | $51.00 | 1,390,804 |
| 2021-02-04 | Open-market sale | 7,080 | $50.03 | 1,457,802 |
| 2021-02-02 | Open-market sale | 13,588 | $50.03 | 1,464,882 |
| 2021-01-27 | Open-market sale | 1,700 | $50.01 | 1,478,470 |
| 2021-01-25 | Open-market sale | 26,219 | $50.04 | 1,480,170 |
| 2021-01-22 | Open-market sale | 7,526 | $50.00 | 1,506,389 |
| 2021-01-21 | Open-market sale | 1,000 | $50.00 | 1,513,915 |
| 2020-12-24 | Gift | 125,000 | $0.00 | 1,514,915 |
| 2020-12-22 | Open-market sale | 2,725 | $47.52 | 1,639,915 |
| 2020-12-22 | Open-market sale | 10,897 | $46.77 | 1,642,640 |
| 2020-12-09 | Gift | 3,500 | $0.00 | 1,653,537 |
| 2020-10-01 | Open-market sale | 27,180 | $38.07 | 1,657,037 |
| 2020-09-18 | Open-market sale | 700 | $38.42 | 1,684,217 |
| 2020-09-18 | Open-market sale | 3,204 | $37.73 | 1,684,917 |
| 2020-09-18 | Open-market sale | 9,880 | $36.76 | 1,688,121 |
| 2020-08-07 | Open-market sale | 6,406 | $44.63 | 1,698,001 |
| 2020-08-07 | Open-market sale | 6,414 | $43.99 | 1,704,407 |
| 2020-06-18 | Open-market sale | 8,062 | $34.15 | 1,710,821 |
| 2020-06-16 | Tax withholding | 5,836 | $0.00 | 1,718,883 |
| 2020-03-16 | Tax withholding | 13,668 | $22.61 | 1,724,719 |
| 2020-02-24 | Grant / award (derivative) | 66,297 | $0.00 | 66,297 |
| 2020-02-24 | Grant / award | 66,297 | $0.00 | 1,738,387 |
| 2019-12-16 | Tax withholding | 21,378 | $36.22 | 1,672,090 |
| 2019-09-16 | Tax withholding | 16,460 | $36.02 | 1,693,468 |
| 2019-06-16 | Tax withholding | 16,461 | $48.19 | 1,709,928 |
| 2019-04-08 | Gift | 3,000 | $0.00 | 1,726,389 |
| 2019-03-16 | Tax withholding | 14,650 | $41.43 | 1,731,297 |
| 2019-03-16 | Tax withholding | 16,558 | $41.43 | 1,729,389 |
| 2019-03-04 | Grant / award | 180,000 | $0.00 | 1,745,947 |
| 2019-01-18 | Open-market sale | 20,000 | $30.00 | 153,738 |
| 2018-12-16 | Tax withholding | 14,864 | $28.56 | 1,565,947 |
| 2018-11-16 | Open-market sale | 841 | $30.75 | 1,580,811 |
| 2018-11-15 | Open-market sale | 9,365 | $30.00 | 173,738 |
| 2018-11-14 | Open-market sale | 1,130 | $30.00 | 183,103 |
| 2018-11-12 | Open-market sale | 1,586 | $31.16 | 184,233 |
| 2018-11-12 | Open-market sale | 7,919 | $30.37 | 185,819 |
| 2018-10-05 | Open-market sale | 1,570 | $37.00 | 1,581,652 |
| 2018-09-16 | Tax withholding | 10,473 | $34.82 | 1,586,222 |
| 2018-09-10 | Open-market sale | 18,202 | $35.29 | 1,596,695 |
| 2018-09-07 | Open-market sale | 28,001 | $35.22 | 1,614,897 |
| 2018-09-06 | Open-market sale | 20,744 | $35.26 | 1,642,898 |
| 2018-09-05 | Open-market sale | 19,231 | $35.51 | 1,663,642 |
| 2018-09-05 | Open-market sale | 7,432 | $34.72 | 1,682,873 |
| 2018-09-04 | Open-market sale | 9,839 | $36.24 | 1,690,305 |
| 2018-09-04 | Open-market sale | 16,551 | $35.90 | 1,700,144 |
| 2018-08-17 | Gift | 3,000 | $0.00 | 1,583,222 |
| 2018-06-16 | Tax withholding | 10,473 | $35.27 | 1,716,695 |
| 2018-05-09 | Tax withholding | 67,253 | $29.26 | 1,727,168 |
| 2018-04-16 | Open-market sale | 38,700 | $27.70 | 195,038 |
| 2018-04-16 | Open-market sale | 1,300 | $28.34 | 193,738 |
| 2018-03-29 | Tax withholding | 5,785 | $28.79 | 1,794,421 |
| 2018-03-29 | Grant / award | 178,000 | $28.79 | 1,800,206 |
| 2018-03-19 | Open-market sale | 10,000 | $28.24 | 233,738 |
| 2018-03-16 | Tax withholding | 4,735 | $28.62 | 1,622,206 |
| 2018-03-09 | Open-market sale | 50,000 | $28.04 | 1,626,941 |
| 2018-02-15 | Open-market sale | 45,300 | $22.56 | 1,676,941 |
| 2018-02-14 | Open-market sale | 22,200 | $22.46 | 1,722,241 |
| 2018-01-09 | Open-market sale | 13,847 | $22.03 | 1,744,441 |
| 2018-01-08 | Open-market sale | 53,653 | $22.28 | 1,758,288 |
| 2017-12-16 | Tax withholding | 10,277 | $22.00 | 1,811,941 |
| 2017-12-13 | Open-market sale | 12,064 | $21.71 | 1,822,218 |
| 2017-12-12 | Open-market sale | 26,782 | $21.92 | 1,834,282 |
| 2017-12-11 | Open-market sale | 28,654 | $22.39 | 1,861,064 |
| 2017-11-21 | Open-market sale | 32,304 | $21.53 | 1,889,718 |
| 2017-11-20 | Open-market sale | 35,196 | $21.44 | 1,922,022 |
| 2017-09-16 | Tax withholding | 4,943 | $20.71 | 1,957,218 |
| 2017-06-16 | Tax withholding | 4,946 | $21.55 | 1,966,161 |
| 2017-05-22 | Gift | 4,000 | $0.00 | 1,962,161 |
| 2017-03-30 | Grant / award | 144,000 | $15.50 | 1,974,518 |
| 2017-03-30 | Tax withholding | 3,411 | $15.50 | 1,971,107 |
| 2016-12-16 | Tax withholding | 5,252 | $8.75 | 1,830,518 |
| 2016-04-07 | Grant / award | 50,000 | $6.81 | 1,835,770 |
| 2014-11-12 | Conversion (derivative) | 79,777 | $0.00 | 0 |
| 2014-11-12 | Conversion (derivative) | 11,200 | $0.00 | 0 |
| 2014-11-12 | Conversion (derivative) | 373,911 | $0.00 | 0 |
| 2014-11-12 | Conversion | 79,777 | $0.00 | 243,738 |
| 2014-11-12 | Conversion | 163,961 | $0.00 | 163,961 |
| 2014-11-12 | Conversion | 11,200 | $0.00 | 1,697,116 |
| 2014-11-12 | Conversion | 373,911 | $0.00 | 1,685,916 |
| 2014-11-12 | Open-market buy | 96,154 | $12.00 | 1,793,270 |
| 2014-11-05 | — | — | — | 1,312,005 |
Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.