Skip to content
Baker Capital StrategiesMARKETS. FILINGS. PERSPECTIVE.
Powered by THEMA

BAKER CAPITAL STRATEGIES

Get the free weekly BCS email.

Selected company filings and market updates, delivered by email. Your first report will follow soon.

  • Your weekly BCS reportMarket updates and links to filings you can explore.
  • THEMA at launchWe’ll send directions for setting up your filing alerts when THEMA officially opens.

One signup for the weekly email and your free THEMA Basic account at launch.

Already registered or a CSW member?Log in to THEMA →

At least 8 characters. This also creates your free THEMA account for launch.

You’re signing up for the weekly BCS email and THEMA launch/setup updates. Unsubscribe using the link in any email. Privacy policy · Terms

BCS

Current Report · Items 5.02 · 8-K

Upland Software, Inc.

UPLDNASDAQEQUITYCurrent

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements

Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Retirement of Michael D. Hill as Chief Financial Officer On June 30, 2026, Michael D. Hill, Chief Financial Officer of Upland Software, Inc.…

Filed Jul 7, 2026Accepted Jul 7, 2026, 12:01 PM EDTCIK 1505155Accession 0001505155-26-000049
Share

Company context

Current securities

Recent company filings

  1. 10-Q filingNov 4, 2026
  2. Results of Operations and Financial ConditionNov 4, 2026
  3. 4 filingAug 18, 2026
  4. 10-Q filingAug 14, 2026
  5. Results of Operations and Financial ConditionAug 14, 2026

Registered securities in this filing

UPLAND SOFTWARE, INC. · 8-K · Filed 2026-07-07

As filed in this accession. Current/historical status below comes from the governed listing record; the cover itself remains exact to this filing.

Common Stock, par value $0.0001 per share

Symbol
UPLD
Exchange
NASDAQ
Classification
COMMON
Status
Current
Filing context

Context: c-2

Dimensions: us-gaap:StatementClassOfStockAxis

Preferred Stock Purchase Rights

Symbol
No trading symbol declared
Exchange
NASDAQ
Classification
RIGHT
Filing context

Context: c-3

Dimensions: us-gaap:StatementClassOfStockAxis

No-trading-symbol fact: true

Accession 000150515526000049 · 2 registered-security cover members

Read the exact SEC filing ↗

Disclosure sections

Items 5.02

Select an item to read the extracted section. The as-filed document remains the primary evidence.

Item 5.02Item 5.02 - Departure/Election of Directors
Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Retirement of Michael D. Hill as Chief Financial Officer On June 30, 2026, Michael D. Hill, Chief Financial Officer of Upland Software, Inc. (the “Company”) notified the board of directors of the Company (the “Board”) of his intention to retire as Chief Financial Officer, effective July 27, 2026 (the “Effective Date”). The Board has initiated a search process to identify Mr. Hill’s successor. Mr. Hill’s decision to retire was not the result of any disagreements with the Company on any matter relating to the Company’s operations, policies or practices. Appointment of David Tamez as Interim Chief Financial Officer On July 6, 2026, the Board appointed David Tamez to serve as the interim Chief Financial Officer of the Company, effective as of the Effective Date, until a permanent successor is identified. Mr. Tamez, age 62, has served as Senior Vice President, Treasury Management of the Company since June 2023. Prior to that, Mr. Tamez served as Vice President, Accounting and Corporate Controller of the Company from 2014 to 2023. Before joining the Company, Mr. Tamez served as Vice President, Finance for a division of Callaway Golf (NYSE: CALY), the e-commerce arm for all direct to consumer sales for Callaway golf equipment, from September 2003 to February 2011, and in other finance and accounting roles for companies in Austin, Texas. Mr. Tamez started his career with BDO USA, LLP in the Audit and Assurance practice, from 1989 to 1997. Mr. Tamez holds a B.B.A. in Accounting from the University of Texas at Austin. As of the filing of this Current Report on Form 8-K, the Compensation Committee of the Board and the Board have not finalized the compensation of Mr. Tamez in connection with his appointment as interim Chief Financial Officer. The Company will provide this information by filing an amendment to this Current Report on Form 8-K after the information is determined or becomes available. In connection with Mr. Tamez’s appointment, Mr. Tamez and the Company entered into an indemnification agreement substantially similar to the indemnification agreement that the Company’s directors and executive officers have entered, the form of which is on file with the U.S. Securities and Exchange Commission. No family relationships exist between Mr. Tamez and any of the Company’s directors or executive officers or any person nominated or chosen by the Company to become a director or executive officer. There are no arrangements or understandings between Mr. Tamez and any other person pursuant to which Mr. Tamez was selected as interim Chief Financial Officer of the Company, nor are there any transactions to which the Company is or was a participant and in which Mr. Tamez has or had a direct or indirect material interest subject to disclosure under Item 404(a) of Regulation S-K.

Privacy choices

BCS measures page use with Google Analytics using regional consent settings. You can change your preference here. Charts and market data remain available.

Essential functions — always available. Security, navigation, registration and remembering these choices.

Audience analytics

Analytics cookies are off by default for visitors Google identifies in the EEA, UK or Switzerland until allowed. Limited measurement without analytics cookies may still occur under those regional defaults.

TradingView charts, quotes and the economic calendar load automatically as page content. TradingView receives network and browser information and may collect its own usage analytics. This choice controls BCS’s Google Analytics only.

Google advertising is not enabled. Direct sponsor links do not load advertising trackers on BCS.

Turning analytics off stops future Google Analytics activity here. It does not erase information already received by the provider. Read the privacy policy.