---
schema_version: "secwatch.filing_event.v1"
accession: "0001505155-26-000059"
form_type: "8-K"
ticker: "UPLD"
cik: "0001505155"
company_name: "Upland Software, Inc."
filed_at: "2026-07-21T21:03:45+00:00"
generated_at: "2026-07-21T21:06:05.027195+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# Upland Software appoints Jennifer Simon as CFO effective August 17, 2026

## Summary
- Jennifer Simon, CPA, appointed CFO; previously SVP Finance at NextGen Healthcare and interim CFO at Quest Software.
- Compensation: $350k base salary, 75% bonus target, 30,000 RSUs (3-year vest), and PRSUs up to 25,000.
- Outgoing CFO Mike Hill retiring after founding team tenure; Simon to lead finance, capital allocation, and AI strategy.
- Simon drove $120M in cost savings at Quest Software and led M&A diligence and debt restructuring.

## SEC filing metadata
- accession: 0001505155-26-000059
- form_type: 8-K
- ticker: UPLD
- cik: 0001505155
- company_name: Upland Software, Inc.
- filed_at: 2026-07-21T21:03:45+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 5.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1505155/000150515526000059/0001505155-26-000059-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1505155/000150515526000059/upld-20260717.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001505155-26-000059
- JSON: https://secwatch.observer/filing/0001505155-26-000059.json
- Plain text: https://secwatch.observer/filing/0001505155-26-000059.txt

## Key facts
- Executive change
  Jennifer Simon was appointed as Chief Financial Officer at Upland Software, Inc..
  - Action: appointed
  - Role: Chief Financial Officer
  source text: On July 17, 2026, the board of directors (the “Board”) of Upland Software, Inc. (the “Company”) appointed Jennifer Simon to serve as Chief Financial Officer of the Company, effective as of August 17, 2026 (the “Effective Date”).
  evidence_url: https://www.sec.gov/Archives/edgar/data/1505155/000150515526000059/0001505155-26-000059-index.htm

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