David May's Insider Trades & SAST Disclosures
David May's most recent trade in Upland Software Inc was a trade of 25,000 Common Stock done . Disclosure was reported to the exchange on Nov. 4, 2024.
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"Balanced Fund"
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| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Upland Software Inc | David D. May | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 04 Nov 2024 | 25,000 | 166,437 (0%) | 0% | 0 | Common Stock | |
| Onto Innovation Inc. | David Mayson Brooks | Vice President & GM, IBU | Payment of exercise price or tax liability using portion of securities received from the company at price $ 213.22 per share. | 01 Sep 2024 | 224 | 3,025 (0%) | 0% | 213.2 | 47,761 | Common Stock |
| Onto Innovation Inc. | David Mayson Brooks | Vice President & GM, IBU | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Mar 2024 | 883 | 3,077 (0%) | 0% | 0 | Common Stock | |
| Onto Innovation Inc. | David Mayson Brooks | Vice President & GM, IBU | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Mar 2024 | 442 | 442 | - | - | Performance Stock Unit | |
| Onto Innovation Inc. | David Mayson Brooks | Vice President & GM, IBU | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Mar 2024 | 441 | 441 | - | - | Performance Stock Unit | |
| Onto Innovation Inc. | David Mayson Brooks | Vice President & GM, IBU | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Sep 2023 | 2,194 | 2,194 (0%) | 0% | 0 | Common Stock | |
| Surgepays Inc | David May | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 18 Aug 2023 | 15,000 | 15,000 | - | 0 | Common Stock (Restricted Share Award) | |
| Upland Software Inc | David D. May | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jul 2023 | 62,816 | 141,437 (0%) | 0% | 0 | Common Stock | |
| Upland Software Inc | David D. May | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Aug 2022 | 17,830 | 78,621 (0%) | 0% | 0 | Common Stock | |
| Surgepays Inc | David May | Director | Purchase of securities on an exchange or from another person at price $ 0.00 per share. | 22 Apr 2022 | 30,000 | 136,344 | - | - | Common stock, $0.001 par value per share | |
| Surgepays Inc | David May | Director, DIRECTOR | Purchase of securities on an exchange or from another person at price $ 1.87 per share. | 10 Jan 2022 | 53,782 | 67,954 | - | 1.9 | 100,572 | Common stock, $0.001 par value per share |
| Surgepays Inc | David May | Director, DIRECTOR | Purchase of securities on an exchange or from another person at price $ 2.06 per share. | 10 Jan 2022 | 38,390 | 106,344 | - | 2.1 | 79,083 | Common stock, $0.001 par value per share |
| Upland Software Inc | David D. May | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 Aug 2021 | 6,051 | 60,791 (0%) | 0% | 0 | Common Stock | |
| Upland Software Inc | David D. May | Director | Sale of securities on an exchange or to another person at price $ 50.17 per share. | 01 Mar 2021 | 10,000 | 0 (0%) | 0% | 50.2 | 501,653 | Common Stock |
| Upland Software Inc | David D. May | Director | Sale of securities on an exchange or to another person at price $ 50.04 per share. | 01 Mar 2021 | 9,900 | 54,840 (0%) | 0% | 50.0 | 495,411 | Common Stock |
| Upland Software Inc | David D. May | Director | Sale of securities on an exchange or to another person at price $ 51.05 per share. | 01 Mar 2021 | 100 | 54,740 (0%) | 0% | 51.1 | 5,105 | Common Stock |
| Envestnet Inc. | Joshua David Mayer | Chief Operating Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 82.39 per share. | 28 Aug 2020 | 244 | 19,353 (0%) | 0% | 82.4 | 20,103 | Common Stock |
| Upland Software Inc | David D. May | Director | Purchase of securities on an exchange or from another person at price $ 33.72 per share. | 17 Aug 2020 | 10,000 | 10,000 (0%) | 0% | 33.7 | 337,237 | Common Stock |
| Upland Software Inc | David D. May | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 03 Aug 2020 | 4,567 | 64,740 (0%) | 0% | 0 | Common Stock | |
| Envestnet Inc. | Joshua David Mayer | Chief Operating Officer | Sale of securities on an exchange or to another person at price $ 70.87 per share. | 29 Jun 2020 | 4,418 | 19,597 (0%) | 0% | 70.9 | 313,104 | Common Stock |
| Envestnet Inc. | Joshua David Mayer | Chief Operating Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 29 Jun 2020 | 4,418 | 0 | - | - | Employee Stock Option (Right to Buy) | |
| Envestnet Inc. | Joshua David Mayer | Chief Operating Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 12.45 per share. | 29 Jun 2020 | 4,418 | 24,015 (0%) | 0% | 12.4 | 55,004 | Common Stock |
| Envestnet Inc. | Joshua David Mayer | Chief Operating Officer | Sale of securities on an exchange or to another person at price $ 76.08 per share. | 08 Jun 2020 | 150 | 19,597 (0%) | 0% | 76.1 | 11,412 | Common Stock |
| Envestnet Inc. | Joshua David Mayer | Chief Operating Officer | Sale of securities on an exchange or to another person at price $ 74.04 per share. | 28 May 2020 | 2,017 | 19,991 (0%) | 0% | 74.0 | 149,339 | Common Stock |
| Envestnet Inc. | Joshua David Mayer | Chief Operating Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 71.99 per share. | 28 May 2020 | 244 | 19,747 (0%) | 0% | 72.0 | 17,566 | Common Stock |
| Envestnet Inc. | Joshua David Mayer | Chief Operating Officer | Sale of securities on an exchange or to another person at price $ 66.36 per share. | 08 May 2020 | 150 | 22,008 (0%) | 0% | 66.4 | 9,954 | Common Stock |
| Envestnet Inc. | Joshua David Mayer | Chief Operating Officer | Sale of securities on an exchange or to another person at price $ 50.78 per share. | 08 Apr 2020 | 150 | 22,158 (0%) | 0% | 50.8 | 7,617 | Common Stock |
| Envestnet Inc. | Joshua David Mayer | Chief Operating Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 56.98 per share. | 28 Mar 2020 | 154 | 22,308 (0%) | 0% | 57.0 | 8,775 | Common Stock |
*All Values are in $ Million
Client Category: Promoter/ KMP/ Director / Immediate Relatives / Employee / etc
Security Type: Share/ Warrants / Convertible Debentures
Security Type: Share/ Warrants / Convertible Debentures
Data as reported to USA Exchanges