| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Director
3 companies
Courter Stephen E serves as a Director at UPLD and has filed Form 4s across 3 companies. Across recent SEC filings that breaks down to 3 buys and 5 sells. Those positions are worth an estimated $564K at current prices.
Historically, Courter Stephen E's trades have earned a strong insider score of 70/100 across 6 rated trades. Over a 12-month horizon, 100.0% of those trades were profitable, with an average 12-month return of +44.3%.
The biggest single holding is CDZIP (~$335K) as Director.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Nov 21, 2023 | UPLD Upland Software, Inc. | Director | Sell | 20,448 | $4.43 | $90,625.54 | -21.6% | +9.7% | -16.4% | |
| Dec 16, 2022 | CDZI Cadiz Inc | Director | Buy | 2,000 | $2.57 | $5,140.00 | +3.9% | +52.5% | +17.0% | |
| Oct 13, 2022 | UPLD Upland Software, Inc. | Director | Sell | 7,000 | $7.22 | $50,505.00 | -18.0% | +10.8% | -43.8% | |
| Apr 4, 2022 | CDZI Cadiz Inc | Director | Buy | 10,200 | $2.22 | $22,686.00 | +34.1% | +17.5% | +61.8% | |
| Nov 13, 2020 | UPLD Upland Software, Inc. | Director | Sell | 1,235 | $42.21 | $52,129.35 | -7.6% | - | - | |
| Nov 1, 2019 | UPLD Upland Software, Inc. | Director | Sell | 1,450 | $34.42 | $49,914.80 | -11.1% | - | - |