secwatch.observer — SEC 8-K summary
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Issuer:     Upland Software, Inc. (UPLD)
CIK:        0001505155
Form:       8-K
Filed at:   2026-07-21T21:03:45+00:00
Accession:  0001505155-26-000059
Event type: leadership
Sentiment:  neutral
Materiality: 0.65
Item codes: 5.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1505155/000150515526000059/0001505155-26-000059-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1505155/000150515526000059/upld-20260717.htm
  HTML page:      https://secwatch.observer/filing/0001505155-26-000059

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer