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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 04-Mar-24 6:08 PM View:  | Upstart Holdings, Inc. (UPST) | 29-Feb-24 | Grant | 30,601 | -- | -- | 18% 173.78K to 204.38K | |
| 28-Feb-24 10:00 PM View: | Upstart Holdings, Inc. (UPST) | 26-Feb-24 | Sale (Planned) | 1,000 | $25.42 | $25,422.90 | (< 1%) 174.78K to 173.78K | |
| 22-Feb-24 4:11 PM View: | Upstart Holdings, Inc. (UPST) | 21-Feb-24 | Sale (Planned) | 536 | $24.52 | $13,142.30 | (< 1%) 175.31K to 174.78K | |
| 22-Feb-24 4:11 PM View: | Upstart Holdings, Inc. (UPST) | 20-Feb-24 | Sale | 4,752 | $25.29 | $120,155.00 | (3%) 180.06K to 175.31K | |
| 20-Feb-24 4:10 PM View: | Upstart Holdings, Inc. (UPST) | 15-Feb-24 | Option Exercise | 10,000 | $13.22 | $132,200.00 | 6% 170.06K to 180.06K | |
| 31-Jan-24 4:32 PM View: | Upstart Holdings, Inc. (UPST) | 29-Jan-24 | Option Exercise | 388 | $13.22 | $5,129.36 | < 1% 170.44K to 170.82K | |
| 31-Jan-24 4:32 PM View: | Upstart Holdings, Inc. (UPST) | 29-Jan-24 | Planned Option Sale | 388 | $35.38 | $13,727.10 | (< 1%) 170.82K to 170.44K | |
| 31-Jan-24 4:32 PM View: | Upstart Holdings, Inc. (UPST) | 29-Jan-24 | Sale (Planned) | 910 | $35.38 | $32,194.90 | (< 1%) 170.44K to 169.53K | |
| 26-Jan-24 4:17 PM View: | Upstart Holdings, Inc. (UPST) | 25-Jan-24 | Option Exercise | 20 | $13.22 | $264.40 | < 1% 170.48K to 170.5K | |
| 26-Jan-24 4:17 PM View: | Upstart Holdings, Inc. (UPST) | 25-Jan-24 | Sale (Planned) | 60 | $35.06 | $2,103.38 | (< 1%) 170.5K to 170.44K | |
| 26-Jan-24 4:17 PM View: | Upstart Holdings, Inc. (UPST) | 24-Jan-24 | Option Exercise | 842 | $13.22 | $11,131.20 | < 1% 172.53K to 173.37K | |
| 26-Jan-24 4:17 PM View: | Upstart Holdings, Inc. (UPST) | 24-Jan-24 | Planned Option Sale | 862 | $36.04 | $31,066.50 | (< 1%) 173.37K to 172.51K | |
| 26-Jan-24 4:17 PM View: | Upstart Holdings, Inc. (UPST) | 24-Jan-24 | Sale (Planned) | 2,030 | $36.04 | $73,161.30 | (1%) 172.51K to 170.48K | |
| 29-Dec-23 4:04 PM View: | Upstart Holdings, Inc. (UPST) | 27-Dec-23 | Option Exercise | 672 | $13.22 | $8,883.84 | < 1% 172.53K to 173.2K | |
| 29-Dec-23 4:04 PM View: | Upstart Holdings, Inc. (UPST) | 27-Dec-23 | Planned Option Sale | 672 | $46.23 | $31,063.30 | (< 1%) 173.2K to 172.53K | |
| 27-Dec-23 4:19 PM View: | Upstart Holdings, Inc. (UPST) | 26-Dec-23 | Option Exercise | 2,043 | $13.22 | $27,008.50 | 1% 172.53K to 174.57K | |
| 27-Dec-23 4:19 PM View: | Upstart Holdings, Inc. (UPST) | 26-Dec-23 | Sale (Planned) | 2,043 | $45.18 | $92,309.70 | (1%) 174.57K to 172.53K | |
| 27-Dec-23 4:19 PM View: | Upstart Holdings, Inc. (UPST) | 22-Dec-23 | Option Exercise | 2,285 | $13.22 | $30,207.70 | 1% 175.53K to 177.81K | |
| 27-Dec-23 4:19 PM View: | Upstart Holdings, Inc. (UPST) | 22-Dec-23 | Planned Option Sale | 4,328 | $45.10 | $195,194.00 | (2%) 177.81K to 173.48K | |
| 27-Dec-23 4:19 PM View: | Upstart Holdings, Inc. (UPST) | 22-Dec-23 | Sale (Planned) | 957 | $45.10 | $43,160.90 | (< 1%) 173.48K to 172.53K | |
| 12-Dec-23 4:09 PM View: | Upstart Holdings, Inc. (UPST) | 08-Dec-23 | Option Exercise | 594 | $13.22 | $7,852.68 | < 1% 175.53K to 176.12K | |
| 12-Dec-23 4:09 PM View: | Upstart Holdings, Inc. (UPST) | 08-Dec-23 | Planned Option Sale | 594 | $36.15 | $21,475.30 | (< 1%) 176.12K to 175.53K | |
| 08-Dec-23 7:41 PM View: | Upstart Holdings, Inc. (UPST) | 06-Dec-23 | Option Exercise | 4,206 | $13.22 | $55,603.30 | 2% 175.53K to 179.73K | |
| 08-Dec-23 7:41 PM View: | Upstart Holdings, Inc. (UPST) | 06-Dec-23 | Planned Option Sale | 4,206 | $36.19 | $152,208.00 | (2%) 179.73K to 175.53K | |
| 29-Nov-23 4:48 PM View: | Upstart Holdings, Inc. (UPST) | 28-Nov-23 | Sale (Planned) | 800 | $25.30 | $20,241.00 | (< 1%) 176.33K to 175.53K | |
| 29-Nov-23 4:48 PM View: | Upstart Holdings, Inc. (UPST) | 27-Nov-23 | Sale (Planned) | 200 | $25.02 | $5,004.00 | (< 1%) 176.53K to 176.33K | |
| 22-Nov-23 4:21 PM View: | Upstart Holdings, Inc. (UPST) | 21-Nov-23 | Sale | 6,061 | $24.03 | $145,635.00 | (3%) 182.59K to 176.53K | |
| 06-Nov-23 4:26 PM View: | Upstart Holdings, Inc. (UPST) | 02-Nov-23 | Sale (Planned) | 480 | $26.60 | $12,766.20 | (< 1%) 183.07K to 182.59K | |
| 26-Oct-23 4:35 PM View: | Upstart Holdings, Inc. (UPST) | 24-Oct-23 | Sale (Planned) | 520 | $25.37 | $13,190.00 | (< 1%) 183.59K to 183.07K | |
| 27-Sep-23 4:07 PM View: | Upstart Holdings, Inc. (UPST) | 25-Sep-23 | Sale (Planned) | 1,000 | $26.58 | $26,580.90 | (< 1%) 184.59K to 183.59K | |
| 07-Sep-23 5:19 PM View: | Upstart Holdings, Inc. (UPST) | 06-Sep-23 | Option Exercise | 200 | $13.22 | $2,644.00 | < 1% 184.59K to 184.79K | |
| 07-Sep-23 5:19 PM View: | Upstart Holdings, Inc. (UPST) | 06-Sep-23 | Planned Option Sale | 200 | $35.08 | $7,016.80 | (< 1%) 184.79K to 184.59K | |
| 30-Aug-23 8:00 PM View: | Upstart Holdings, Inc. (UPST) | 28-Aug-23 | Sale | 40 | $30.48 | $1,219.20 | (< 1%) 186.26K to 186.22K | |
| 30-Aug-23 8:00 PM View: | Upstart Holdings, Inc. (UPST) | 28-Aug-23 | Sale (Planned) | 1,630 | $29.91 | $48,746.50 | (< 1%) 186.22K to 184.59K | |
| 24-Aug-23 7:02 PM View: | Upstart Holdings, Inc. (UPST) | 22-Aug-23 | Sale | 4,211 | $32.63 | $137,424.00 | (2%) 190.47K to 186.26K | |
| 25-May-23 4:36 PM View: | Upstart Holdings, Inc. (UPST) | 23-May-23 | Sale | 3,665 | $26.93 | $98,714.20 | (2%) 193.46K to 189.8K | |
| 23-Feb-23 5:03 PM View: | Upstart Holdings, Inc. (UPST) | 21-Feb-23 | Sale | 4,654 | $18.23 | $84,828.90 | (2%) 198.12K to 193.46K | |
| 04-Jan-23 4:11 PM View: | Upstart Holdings, Inc. (UPST) | 31-Dec-22 | Grant | 198,118 | -- | -- | 100% 0 to 198.12K | |
| 15-Sep-22 6:46 PM View: | Stitch Fix, Inc. (SFIX) | 14-Sep-22 | Payment of Exercise | 23,574 | $4.90 | $115,513.00 | (8%) 310.27K to 286.69K | |
| 19-Jul-22 5:53 PM View: | Stitch Fix, Inc. (SFIX) | 15-Jul-22 | Grant | 246,667 | -- | -- | 388% 63.6K to 310.27K | |
| 16-Jun-22 5:43 PM View: | Stitch Fix, Inc. (SFIX) | 15-Jun-22 | Payment of Exercise | 2,249 | -- | -- | (3%) 65.85K to 63.6K | |
| 17-Mar-22 4:54 PM View: | Stitch Fix, Inc. (SFIX) | 16-Mar-22 | Payment of Exercise | 2,575 | $9.91 | $25,518.20 | (4%) 68.42K to 65.85K | |
| 16-Dec-21 4:53 PM View: | Stitch Fix, Inc. (SFIX) | 15-Dec-21 | Payment of Exercise | 3,223 | $18.50 | $59,625.50 | (4%) 71.65K to 68.42K | |
| 16-Dec-21 4:53 PM View: | Stitch Fix, Inc. (SFIX) | 14-Dec-21 | Grant | 19,884 | -- | -- | 38% 51.76K to 71.65K | |
| 20-Sep-21 6:06 PM View: | Stitch Fix, Inc. (SFIX) | 15-Sep-21 | Payment of Exercise | 3,218 | $35.69 | $114,850.00 | (6%) 54.98K to 51.76K | |
| 21-Jun-21 4:32 PM View: | Stitch Fix, Inc. (SFIX) | 16-Jun-21 | Payment of Exercise | 2,244 | $61.13 | $137,176.00 | (4%) 57.23K to 54.98K | |
| 24-Mar-21 4:29 PM View: | Stitch Fix, Inc. (SFIX) | 22-Mar-21 | Private Sale (Planned) | 4,177 | $51.68 | $215,867.00 | (7%) 61.4K to 57.23K | |
| 19-Mar-21 5:40 PM View: | Stitch Fix, Inc. (SFIX) | 17-Mar-21 | Payment of Exercise | 2,310 | $56.33 | $130,111.00 | (4%) 63.71K to 61.4K | |
| 11-Jan-21 4:15 PM View: | Stitch Fix, Inc. (SFIX) | 07-Jan-21 | Conversion | 18,742 | -- | -- | 27% 69.7K to 88.44K | |
| 11-Jan-21 4:15 PM View: | Stitch Fix, Inc. (SFIX) | 07-Jan-21 | Sale (Planned) | 24,726 | $59.98 | $1,482,960.00 | (28%) 88.44K to 63.71K |