Patent Assignment
Reel/Frame 071840/0240
Release of Security Interest
Recorded: 2025-07-25
Pages: 11
Assignor
JEFFERIES FINANCE LLC, AS AGENT
Executed: 2025-07-25
Assignees
UPLAND SOFTWARE, INC.
900 SOUTH CAPITAL OF TEXAS HIGHWAY, LAS CIMAS IV, SUITE 300, AUSTIN, TEXAS, 78746
UPLAND SOFTWARE I, INC.
900 SOUTH CAPITAL OF TEXAS HIGHWAY, LAS CIMAS IV, SUITE 300, AUSTIN, TEXAS, 78746
UPLAND SOFTWARE IV, LLC
900 SOUTH CAPITAL OF TEXAS HIGHWAY, LAS CIMAS IV, SUITE 300, AUSTIN, TEXAS, 78746
UPLAND SOFTWARE V, INC.
900 SOUTH CAPITAL OF TEXAS HIGHWAY, LAS CIMAS IV, SUITE 300, AUSTIN, TEXAS, 78746
UPLAND SOFTWARE VI, LLC
900 SOUTH CAPITAL OF TEXAS HIGHWAY, LAS CIMAS IV, SUITE 300, AUSTIN, TEXAS, 78746
UPLAND SOFTWARE VII, LLC
900 SOUTH CAPITAL OF TEXAS HIGHWAY, LAS CIMAS IV, SUITE 300, AUSTIN, TEXAS, 78746
UPLAND IX, LLC
900 SOUTH CAPITAL OF TEXAS HIGHWAY, LAS CIMAS IV, SUITE 300, AUSTIN, TEXAS, 78746
ULTRIVA, LLC
900 SOUTH CAPITAL OF TEXAS HIGHWAY, LAS CIMAS IV, SUITE 300, AUSTIN, TEXAS, 78746
ADVANCED PROCESSING & IMAGING, INC.
900 SOUTH CAPITAL OF TEXAS HIGHWAY, LAS CIMAS IV, SUITE 300, AUSTIN, TEXAS, 78746
OMTOOL, LTD.
900 SOUTH CAPITAL OF TEXAS HIGHWAY, LAS CIMAS IV, SUITE 300, AUSTIN, TEXAS, 78746
RIGHT ANSWERS, INC.
900 SOUTH CAPITAL OF TEXAS HIGHWAY, LAS CIMAS IV, SUITE 300, AUSTIN, TEXAS, 78746
WATERFALL INTERNATIONAL INC.
900 SOUTH CAPITAL OF TEXAS HIGHWAY, LAS CIMAS IV, SUITE 300, AUSTIN, TEXAS, 78746
QVIDIAN CORPORATION
900 SOUTH CAPITAL OF TEXAS HIGHWAY, LAS CIMAS IV, SUITE 300, AUSTIN, TEXAS, 78746
REFERENCES-ONLINE, INC.
900 SOUTH CAPITAL OF TEXAS HIGHWAY, LAS CIMAS IV, SUITE 300, AUSTIN, TEXAS, 78746
ADESTRA INC.
900 SOUTH CAPITAL OF TEXAS HIGHWAY, LAS CIMAS IV, SUITE 300, AUSTIN, TEXAS, 78746
POSTUP HOLDINGS, LLC
900 SOUTH CAPITAL OF TEXAS HIGHWAY, LAS CIMAS IV, SUITE 300, AUSTIN, TEXAS, 78746
POSTUP DIGITAL, LLC
900 SOUTH CAPITAL OF TEXAS HIGHWAY, LAS CIMAS IV, SUITE 300, AUSTIN, TEXAS, 78746
DAILY INCHES, INC.
900 SOUTH CAPITAL OF TEXAS HIGHWAY, LAS CIMAS IV, SUITE 300, AUSTIN, TEXAS, 78746
Covered Properties
(24)
Method and System for Adding Function to a Web Page
Patent:
6,594,691 →
Application:
09/429,357 →
Electronically Verified Digital Signature and Document Delivery System and Method
Method and Code Module for Adding Function to a Web Page
Method and System for Secure Facsimile Delivery and Registration
Methods and Apparatus for Enterprise Document Distribution
Apparatuses, Methods and Systems for Information Querying and Serving on the Internet Based on Profiles
Appliance Metaphor for Adding Media Function to a Web Page
Method and Code Module for Adding Function to a Web Page
Methods and Apparatus for Digital Content Handling
Methods and Apparatus for Secure Content Routing
Automated Interview Systems and Methods
System and Method for Adding Targeted Content in a Web Page
Website Data Content Access Progression
Patent:
8,326,964 →
Application:
13/297,161 →
Stagnant Visitor Management for Engagement Progression on Web Sites
Patent:
8,307,081 →
Application:
13/316,359 →
Method and System for Secure Facsimile Delivery and Registration
Rules Library for Sales Playbooks
System and Method for Adding Targeted Content in a Web Page
Stagnant Visitor Management for Engagement Progression on Web Sites
System and Method for Adding Targeted Content in a Web Page
System and Methods to Route Calls Over a Voice and Data Network
Test Data Analysis Engine for State-Based Website Tools
Patent:
8,626,913 →
Application:
13/959,535 →
System and Method of Binding a Client to a Server
Methods and Systems for Analyzing Internet-Based Communication Sessions Through State-Machine Progression
System and Method of Binding a Client to a Server
Related Assignments
(21)
Other recorded transfers of the patents in this record — the chain of ownership.
Change of Name
Jan 23, 2017
From: UPLAND SOFTWARE III, LLC
To: UPLAND SOFTWARE, INC.
Reel/Frame 041047/0411 →
Change of Name
Jan 23, 2017
From: UPLAND SOFTWARE VII, INC.
To: UPLAND SOFTWARE VII, LLC
Reel/Frame 041070/0130 →
Corrective Assignment to Correct the Receiving Party Name Previously Recorded at Reel: 027944 Frame: 0401. Assignor(S) Hereby Confirms the Assignment.
Jan 26, 2017
From: BOUCHARD, THADDEUS
To: OMTOOL, LTD.
Reel/Frame 041533/0827 →
Security Interest
Feb 24, 2017
From: OMTOOL, LTD.
To: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS AGENT
Reel/Frame 041368/0943 →
Security Interest
Feb 24, 2017
From: UPLAND SOFTWARE, INC.
To: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS AGENT
Reel/Frame 041370/0411 →
Release of Security Interest
Nov 27, 2017
From: SILICON VALLEY BANK
To: QVIDIAN CORPORATION
Reel/Frame 044222/0558 →
Security Interest
Dec 15, 2017
From: QVIDIAN CORPORATION
To: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS AGENT
Reel/Frame 044406/0968 →
Security Interest
Sep 26, 2018
From: REFERENCES-ONLINE, INC.
To: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS AGENT
Reel/Frame 046969/0686 →
Release of Security Interest
Aug 7, 2019
From: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS AGENT
To: UPLAND SOFTWARE VII, LLC
Reel/Frame 049991/0314 →
Release of Security Interest
Aug 7, 2019
From: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS AGENT
To: UPLAND SOFTWARE, INC.
Reel/Frame 049989/0307 →
Release of Security Interest
Aug 7, 2019
From: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS AGENT
To: OMTOOL, LTD.
Reel/Frame 049989/0603 →
Release of Security Interest
Aug 7, 2019
From: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS AGENT
To: REFERENCES-ONLINE, INC.
Reel/Frame 049989/0733 →
Release of Security Interest
Aug 7, 2019
From: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS AGENT
To: UPLAND SOFTWARE, INC.
Reel/Frame 049990/0019 →
Release of Security Interest
Aug 7, 2019
From: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS AGENT
To: QVIDIAN CORPORATION
Reel/Frame 049992/0123 →
Security Interest
Aug 8, 2019
From: UPLAND SOFTWARE, INC.; UPLAND SOFTWARE I, INC.; UPLAND SOFTWARE IV, LLC; UPLAND SOFTWARE V, INC.
To: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH
Reel/Frame 050002/0536 →
Merger
Jan 11, 2021
From: QVIDIAN CORPORATION
To: UPLAND SOFTWARE, INC.
Reel/Frame 054877/0120 →
Merger
Jan 11, 2021
From: REFERENCES-ONLINE, INC.
To: UPLAND SOFTWARE, INC.
Reel/Frame 054877/0018 →
Merger
Jan 11, 2021
From: UPLAND SOFTWARE VII, LLC
To: UPLAND SOFTWARE, INC.
Reel/Frame 054874/0463 →
Merger
May 6, 2022
From: OMTOOL, LTD.
To: UPLAND SOFTWARE, INC.
Reel/Frame 059863/0282 →
Security Interest
Mar 25, 2025
From: UPLAND SOFTWARE INC.; UPLAND SOFTWARE VII, LLC; OMTOOL, LTD.; WATERFALL INTERNATIONAL, INC.
To: JEFFERIES FINANCE LLC
Reel/Frame 070626/0779 →
Security Interest
Jul 25, 2025
From: UPLAND SOFTWARE, INC.
To: SOUND POINT AGENCY LLC, AS ADMINISTRATIVE AGENT
Reel/Frame 071841/0009 →