Upland Software, Inc. — Form 10-Q
Filed November 4, 2026 · analyzed by the Periodic Agent
10-Q
— Neutral
significance 45/100
What the filing says
Upland Software hired Jennifer LaNell Simon as Chief Financial Officer effective August 17, 2026. Compensation: $350,000 annual base salary; 75% annual bonus target ($30K minimum for FY2026); 30,000 RSUs vesting quarterly over 3 years; 6,666–25,000 PRSUs depending on performance goals. Severance: if terminated without cause or she resigns for good reason, she receives 12 months base salary continuation, prorated equity vesting, and COBRA premium reimbursement (capped at 12 months). Simon also serves as principal financial officer certifying the Q3 2026 10-Q filed November 4, 2026.
Why this rating
CFO hiring is standard operational matter. Compensation (~$500K–1M annually all-in) is material to $47.8M market-cap firm but typical for public company CFO. No transformational event; no changes to guidance, strategy, or material contracts. Routine executive hire.
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