Upland Software, Inc. 8-K

What Happened
Upland Software, Inc. filed a Form 8‑K (Item 5.02) on July 7, 2026, announcing that Chief Financial Officer Michael D. Hill notified the Board he will retire as CFO effective July 27, 2026. The Board appointed David Tamez as interim Chief Financial Officer, effective July 27, 2026, while the company conducts a search for a permanent successor.

Key Details

• Michael D. Hill notified the Board of his retirement on June 30, 2026; effective retirement date is July 27, 2026.
• David Tamez was appointed interim CFO on July 6, 2026; he is age 62 and will assume the role on the Effective Date.
• Mr. Tamez has been Upland’s SVP, Treasury Management since June 2023 and was VP, Accounting & Corporate Controller from 2014–2023; he holds a B.B.A. in Accounting from the University of Texas at Austin.
• Compensation for Mr. Tamez as interim CFO has not yet been finalized; the company will amend the 8‑K to disclose compensation once determined. An indemnification agreement was executed with Mr. Tamez.
• The filing states Mr. Hill’s retirement was not due to any disagreement with the company; there are no family relationships or reportable related-party transactions involving Mr. Tamez.

Why It Matters
A CFO transition affects who oversees financial reporting, controls and investor communications. Appointing an internal interim CFO with prior accounting and treasury roles supports continuity of operations and reporting while the company searches for a permanent replacement. Investors should watch for the forthcoming amendment disclosing interim CFO compensation and any announcements about the permanent CFO search or changes to finance leadership.