Monitor next quarterly earnings for any strategic or capital-allocation changes under the new CFO. The appointment itself is routine and unlikely to move the stock.
Price Chart
Executive Summary
Upland Software appointed Jennifer Simon as CFO, effective August 17, 2026, succeeding retiring founding CFO Mike Hill. Simon brings private equity-backed software transformation experience, including a $120M cost-savings track record at Quest Software. The appointment is a routine executive succession with a credible replacement, carrying no material financial data or guidance changes.
Key Facts
- Jennifer Simon appointed CFO effective August 17, 2026
- Annual base salary of $350,000 with up to 75% bonus eligibility
- Grant of 30,000 RSUs vesting over 3 years and up to 25,000 PRSUs
- Outgoing CFO Mike Hill retiring after founding-team tenure
- Simon previously Interim CFO at Quest Software, drove $120M in cost savings
Financial Impact
No financial figures reported; CFO compensation package disclosed with $350,000 base salary and equity grants
Risk Factors
- No financial guidance or preliminary results provided in this filing
- Transition risk during CFO handover period through August 17
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001505155-26-000059 |
| Document: pressreleaseofuplandsoftwa.htm | 0001505155-26-000059 |
| Document: 0001505155-26-000059-index-headers.html | 0001505155-26-000059 |
| Document: 0001505155-26-000059-index.html | 0001505155-26-000059 |
| Document: 0001505155-26-000059.txt | 0001505155-26-000059 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 14, 2026 10w ago | 8-K | $5.35 $4.72 | ▲ +11.78% | ▲ +11.30% | $3.94 (+26.36%) |
Jul 21, 2026 13w ago | 8-K | $4.35 $4.23 | ▼ −2.76% | ▼ −1.52% | $3.94 (−9.43%) |
Jul 21, 2026 14w ago | Court Ruling | $4.35 $4.23 | ▲ +2.76% | ▲ +1.52% | $3.94 (+9.43%) |
Jun 4, 2026 20w ago | 8-K | $7.70 $7.07 | ▲ +8.18% | ▲ +5.60% | $3.94 (+48.83%) |
Apr 20, 2026 27w ago | DEFA14A | $6.59 $6.48 | ▼ −1.67% | ▼ −1.01% | $3.94 (−40.21%) |
Apr 10, 2026 28w ago | 8-K | $6.47 $5.76 | ▲ +10.97% | ▲ +11.95% | $3.94 (+39.10%) |
Feb 25, 2026 34w ago | 8-K | $0.9170 $0.8830 | ▼ −3.71% | ▼ −3.26% | $3.94 (+329.66%) |
US Market Status
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