---
schema_version: "secwatch.filing_event.v1"
accession: "0001505155-25-000039"
form_type: "8-K"
ticker: "UPLD"
cik: "0001505155"
company_name: "Upland Software, Inc."
filed_at: "2025-04-04T23:59:59+00:00"
generated_at: "2026-05-23T20:56:56.048481+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# Upland Software eliminates CSO role, terminates Oliver Yates without cause

## Summary
- On April 1, 2025, Upland Software eliminated the Chief Sales Officer position.
- Oliver Yates was terminated without cause, effective immediately.
- Mr. Yates will receive severance under his Executive Employment Agreement dated Jan 9, 2023.
- The departure is not due to any dispute or disagreement with the company, including accounting matters.

## SEC filing metadata
- accession: 0001505155-25-000039
- form_type: 8-K
- ticker: UPLD
- cik: 0001505155
- company_name: Upland Software, Inc.
- filed_at: 2025-04-04T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 5.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1505155/000150515525000039/0001505155-25-000039-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1505155/000150515525000039/upld-20250401.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001505155-25-000039
- JSON: https://secwatch.observer/filing/0001505155-25-000039.json
- Plain text: https://secwatch.observer/filing/0001505155-25-000039.txt

## Key facts
- Executive change
  Oliver Yates was terminated as Chief Sales Officer at Upland Software, Inc..
  - Action: terminated
  - Role: Chief Sales Officer
  source text: On April 1, 2025, Upland Software, Inc. (the “Company”) eliminated the Chief Sales Officer (“CSO”) position and terminated Oliver Yates, the Company’s CSO, without cause, effective immediately.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1505155/000150515525000039/0001505155-25-000039-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.
