{"filing":{"accession_number":"0001505155-26-000059","cik":"0001505155","ticker":"UPLD","company_name":"Upland Software, Inc.","form":"8-K","filing_date":"2026-07-21","report_date":null,"primary_document":"upld-20260717.htm","primary_document_url":"https://www.sec.gov/Archives/edgar/data/1505155/000150515526000059/upld-20260717.htm"},"events":[{"id":19235,"run_id":17302,"accession_number":"0001505155-26-000059","anchor_item_number":"5.02","event_type":"exec_appointment","event_domain":"governance","is_material":true,"confidence":0.95,"summary":"Upland Software appointed Jennifer Simon as Chief Financial Officer, effective August 17, 2026. Simon brings over 20 years of finance leadership experience in software and private equity, including prior roles at NextGen Healthcare and Quest Software, and will oversee financial planning, accounting, treasury, tax, and investor relations reporting to the CEO.","company_name":"Upland Software, Inc.","ticker":"UPLD","filing_date":"2026-07-21","form":"8-K","submitted_at":null,"items":[{"id":18264,"accession_number":"0001505155-26-000059","item_number":"5.02","item_title":"Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.","event_type":"exec_appointment","event_domain":"governance","is_material":true,"confidence":0.95,"reasoning":"The filing discloses the appointment of Jennifer Simon as Chief Financial Officer of Upland Software, effective August 17, 2026. While the Item 5.02 section also includes compensatory arrangements (base salary of $350,000, bonus eligibility, RSU and PRSU grants), the principal disclosed action is the appointment of a named executive officer to a C-suite position. The compensation details are ancillary to the appointment itself. This is material as CFO appointments affect investor assessment of financial leadership and governance.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-07-21T21:04:40.505868+00:00","company_name":"","ticker":null,"filing_date":""},{"id":18265,"accession_number":"0001505155-26-000059","item_number":"7.01","item_title":"Regulation FD Disclosure.","event_type":"exec_appointment","event_domain":"governance","is_material":true,"confidence":0.95,"reasoning":"The filing announces the appointment of Jennifer Simon as Chief Financial Officer of Upland Software, effective August 17, 2026. The press release emphasizes her 20+ years of finance leadership in software and private equity environments, her prior roles at NextGen Healthcare and Quest Software, and her specific responsibilities overseeing financial planning, accounting, treasury, tax, and investor relations. This is a material executive appointment to a C-suite officer position reporting directly to the CEO.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-07-21T21:04:40.505868+00:00","company_name":"","ticker":null,"filing_date":""}]}],"classifications":[{"id":18264,"accession_number":"0001505155-26-000059","item_number":"5.02","item_title":"Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.","event_type":"exec_appointment","event_domain":"governance","is_material":true,"confidence":0.95,"reasoning":"The filing discloses the appointment of Jennifer Simon as Chief Financial Officer of Upland Software, effective August 17, 2026. While the Item 5.02 section also includes compensatory arrangements (base salary of $350,000, bonus eligibility, RSU and PRSU grants), the principal disclosed action is the appointment of a named executive officer to a C-suite position. The compensation details are ancillary to the appointment itself. This is material as CFO appointments affect investor assessment of financial leadership and governance.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-07-21T21:04:40.505868+00:00","company_name":"Upland Software, Inc.","ticker":"UPLD","filing_date":"2026-07-21"},{"id":18265,"accession_number":"0001505155-26-000059","item_number":"7.01","item_title":"Regulation FD Disclosure.","event_type":"exec_appointment","event_domain":"governance","is_material":true,"confidence":0.95,"reasoning":"The filing announces the appointment of Jennifer Simon as Chief Financial Officer of Upland Software, effective August 17, 2026. The press release emphasizes her 20+ years of finance leadership in software and private equity environments, her prior roles at NextGen Healthcare and Quest Software, and her specific responsibilities overseeing financial planning, accounting, treasury, tax, and investor relations. This is a material executive appointment to a C-suite officer position reporting directly to the CEO.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-07-21T21:04:40.505868+00:00","company_name":"Upland Software, Inc.","ticker":"UPLD","filing_date":"2026-07-21"}]}