Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Upland Software, Inc. | 306,432 | reported | 30 Jun 2025 | tx 10+150,000−107,679 |
| OMTOOL LTD | 71,254 | reported | 06 Mar 2009 | tx 12+65,245−8,991 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 30 Jun 2025 | TAX_WITHHOLDING | Upland Software, Inc. | 40,993 | 1.95 USD | |
| 16 Jun 2025 | TAX_WITHHOLDING | Upland Software, Inc. | 11,479 | 1.84 USD | |
| 16 Mar 2025 | TAX_WITHHOLDING | Upland Software, Inc. | 8,648 | 3.10 USD | |
| 16 Dec 2024 | TAX_WITHHOLDING | Upland Software, Inc. | 7,812 | 4.51 USD | |
| 16 Sept 2024 | TAX_WITHHOLDING | Upland Software, Inc. | 7,815 | 2.24 USD | |
| 16 Jun 2024 | TAX_WITHHOLDING | Upland Software, Inc. | 7,815 | 2.63 USD | |
| 16 Mar 2024 | TAX_WITHHOLDING | Upland Software, Inc. | 9,515 | 4.21 USD | |
| 29 Jan 2024 | GRANT_AWARD | Upland Software, Inc. | 150,000 | 0.00 USD | |
| 16 Dec 2023 | TAX_WITHHOLDING | Upland Software, Inc. | 5,279 | 4.61 USD | |
| 16 Sept 2023 | TAX_WITHHOLDING | Upland Software, Inc. | 8,323 | 3.86 USD | |
| 06 Mar 2009 | TAX_WITHHOLDING | OMTOOL LTD | 492 | 1.00 USD | |
| 20 Feb 2009 | TAX_WITHHOLDING | OMTOOL LTD | 1,408 | 1.00 USD | |
| 01 Feb 2009 | TAX_WITHHOLDING | OMTOOL LTD | 2,817 | 1.00 USD | |
| 29 Nov 2008 | TAX_WITHHOLDING | OMTOOL LTD | 1,178 | 0.95 USD | |
| 01 Nov 2008 | TAX_WITHHOLDING | OMTOOL LTD | 1,181 | 1.25 USD | |
| 06 Mar 2008 | TAX_WITHHOLDING | OMTOOL LTD | 497 | 3.75 USD | |
| 20 Feb 2008 | TAX_WITHHOLDING | OMTOOL LTD | 1,418 | 2.50 USD | |
| 01 Feb 2008 | GRANT_AWARD | OMTOOL LTD | 30,000 | 0.01 USD | |
| 06 Mar 2007 | GRANT_AWARD | OMTOOL LTD | 5,245 | 0.01 USD | |
| 19 Feb 2007 | GRANT_AWARD | OMTOOL LTD | 15,000 | 0.01 USD | |
| 29 Nov 2006 | GRANT_AWARD | OMTOOL LTD | 15,000 | 4.01 USD | |
| 29 Nov 2006 | PURCHASE | OMTOOL LTD | 0 | — | deriv |