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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 13-Mar-24 5:56 PM View:  | Upstart Holdings, Inc. (UPST) | 11-Mar-24 | Sale (Planned) | 1,000 | $27.50 | $27,500.00 | (< 1%) 401.54K to 400.54K | |
| 06-Mar-24 4:36 PM View: | Upstart Holdings, Inc. (UPST) | 04-Mar-24 | Sale (Planned) | 1,000 | $26.21 | $26,210.00 | (< 1%) 402.54K to 401.54K | |
| 04-Mar-24 6:06 PM View: | Upstart Holdings, Inc. (UPST) | 29-Feb-24 | Grant | 61,201 | -- | -- | 18% 341.33K to 402.54K | |
| 28-Feb-24 10:00 PM View: | Upstart Holdings, Inc. (UPST) | 26-Feb-24 | Sale (Planned) | 1,000 | $24.13 | $24,130.00 | (< 1%) 342.33K to 341.33K | |
| 22-Feb-24 4:27 PM View: | Upstart Holdings, Inc. (UPST) | 20-Feb-24 | Sale | 11,510 | $25.28 | $291,026.00 | (3%) 354.85K to 343.33K | |
| 22-Feb-24 4:27 PM View: | Upstart Holdings, Inc. (UPST) | 20-Feb-24 | Sale (Planned) | 1,000 | $25.35 | $25,350.00 | (< 1%) 343.33K to 342.33K | |
| 14-Feb-24 4:19 PM View: | Upstart Holdings, Inc. (UPST) | 12-Feb-24 | Sale (Planned) | 1,000 | $33.84 | $33,840.00 | (< 1%) 355.09K to 354.09K | |
| 07-Feb-24 4:10 PM View: | Upstart Holdings, Inc. (UPST) | 05-Feb-24 | Sale (Planned) | 1,000 | $31.70 | $31,700.00 | (< 1%) 356.09K to 355.09K | |
| 31-Jan-24 4:33 PM View: | Upstart Holdings, Inc. (UPST) | 29-Jan-24 | Sale (Planned) | 1,000 | $32.62 | $32,620.00 | (< 1%) 357.09K to 356.09K | |
| 24-Jan-24 4:53 PM View: | Upstart Holdings, Inc. (UPST) | 22-Jan-24 | Sale (Planned) | 1,000 | $33.71 | $33,710.00 | (< 1%) 358.09K to 357.09K | |
| 18-Jan-24 4:11 PM View: | Upstart Holdings, Inc. (UPST) | 16-Jan-24 | Sale (Planned) | 1,000 | $31.04 | $31,040.00 | (< 1%) 359.09K to 358.09K | |
| 10-Jan-24 8:21 PM View: | Upstart Holdings, Inc. (UPST) | 08-Jan-24 | Sale (Planned) | 1,000 | $34.14 | $34,140.00 | (< 1%) 360.09K to 359.09K | |
| 04-Jan-24 4:13 PM View: | Upstart Holdings, Inc. (UPST) | 02-Jan-24 | Sale (Planned) | 1,000 | $39.62 | $39,620.00 | (< 1%) 361.09K to 360.09K | |
| 28-Dec-23 4:45 PM View: | Upstart Holdings, Inc. (UPST) | 26-Dec-23 | Sale (Planned) | 1,000 | $44.55 | $44,550.00 | (< 1%) 362.09K to 361.09K | |
| 20-Dec-23 4:33 PM View: | Upstart Holdings, Inc. (UPST) | 18-Dec-23 | Sale (Planned) | 1,000 | $43.99 | $43,990.00 | (< 1%) 363.09K to 362.09K | |
| 13-Dec-23 6:58 PM View: | Upstart Holdings, Inc. (UPST) | 11-Dec-23 | Sale (Planned) | 1,000 | $37.76 | $37,760.00 | (< 1%) 364.09K to 363.09K | |
| 06-Dec-23 5:48 PM View: | Upstart Holdings, Inc. (UPST) | 04-Dec-23 | Sale (Planned) | 1,000 | $31.51 | $31,510.00 | (< 1%) 365.09K to 364.09K | |
| 29-Nov-23 4:47 PM View: | Upstart Holdings, Inc. (UPST) | 27-Nov-23 | Sale (Planned) | 1,000 | $23.80 | $23,800.00 | (< 1%) 366.09K to 365.09K | |
| 22-Nov-23 4:20 PM View: | Upstart Holdings, Inc. (UPST) | 21-Nov-23 | Sale | 21,674 | $24.01 | $520,460.00 | (6%) 387.76K to 366.09K | |
| 22-Nov-23 4:20 PM View: | Upstart Holdings, Inc. (UPST) | 20-Nov-23 | Sale (Planned) | 1,000 | $25.79 | $25,790.00 | (< 1%) 388.76K to 387.76K | |
| 15-Nov-23 4:14 PM View: | Upstart Holdings, Inc. (UPST) | 13-Nov-23 | Sale (Planned) | 1,000 | $20.57 | $20,570.00 | (< 1%) 389.76K to 388.76K | |
| 08-Nov-23 7:08 PM View: | Upstart Holdings, Inc. (UPST) | 06-Nov-23 | Sale (Planned) | 1,000 | $31.00 | $31,000.00 | (< 1%) 390.76K to 389.76K | |
| 01-Nov-23 4:53 PM View: | Upstart Holdings, Inc. (UPST) | 30-Oct-23 | Sale (Planned) | 1,000 | $23.73 | $23,730.00 | (< 1%) 391.76K to 390.76K | |
| 25-Oct-23 6:31 PM View: | Upstart Holdings, Inc. (UPST) | 23-Oct-23 | Sale (Planned) | 1,000 | $23.97 | $23,970.00 | (< 1%) 392.76K to 391.76K | |
| 18-Oct-23 4:04 PM View: | Upstart Holdings, Inc. (UPST) | 16-Oct-23 | Sale (Planned) | 1,000 | $27.35 | $27,350.00 | (< 1%) 393.76K to 392.76K | |
| 11-Oct-23 4:29 PM View: | Upstart Holdings, Inc. (UPST) | 09-Oct-23 | Sale (Planned) | 1,000 | $26.73 | $26,730.00 | (< 1%) 394.76K to 393.76K | |
| 04-Oct-23 4:54 PM View: | Upstart Holdings, Inc. (UPST) | 02-Oct-23 | Sale (Planned) | 1,000 | $28.74 | $28,740.00 | (< 1%) 395.76K to 394.76K | |
| 27-Sep-23 4:06 PM View: | Upstart Holdings, Inc. (UPST) | 25-Sep-23 | Sale (Planned) | 1,000 | $26.00 | $26,000.00 | (< 1%) 396.76K to 395.76K | |
| 20-Sep-23 4:13 PM View: | Upstart Holdings, Inc. (UPST) | 18-Sep-23 | Sale (Planned) | 1,000 | $29.50 | $29,500.00 | (< 1%) 397.76K to 396.76K | |
| 13-Sep-23 8:12 PM View: | Upstart Holdings, Inc. (UPST) | 11-Sep-23 | Sale (Planned) | 1,000 | $31.09 | $31,090.00 | (< 1%) 398.76K to 397.76K | |
| 06-Sep-23 7:45 PM View: | Upstart Holdings, Inc. (UPST) | 05-Sep-23 | Sale (Planned) | 1,000 | $32.53 | $32,530.00 | (< 1%) 399.76K to 398.76K | |
| 24-Aug-23 7:00 PM View: | Upstart Holdings, Inc. (UPST) | 22-Aug-23 | Sale | 20,013 | $32.62 | $652,811.00 | (5%) 419.78K to 399.76K | |
| 31-May-23 4:19 PM View: | Upstart Holdings, Inc. (UPST) | 26-May-23 | Sale | 26,072 | $23.99 | $625,379.00 | (6%) 445.85K to 419.78K | |
| 25-May-23 4:37 PM View: | Upstart Holdings, Inc. (UPST) | 23-May-23 | Sale | 17,419 | $26.92 | $468,989.00 | (4%) 463.27K to 445.85K | |
| 10-May-23 5:07 PM View: | Upstart Holdings, Inc. (UPST) | 08-May-23 | Option Exercise | 3,200 | $1.35 | $4,320.00 | < 1% 463.27K to 466.47K | |
| 10-May-23 5:07 PM View: | Upstart Holdings, Inc. (UPST) | 08-May-23 | Planned Option Sale | 3,200 | $13.25 | $42,400.00 | (< 1%) 466.47K to 463.27K | |
| 03-May-23 4:58 PM View: | Upstart Holdings, Inc. (UPST) | 01-May-23 | Option Exercise | 3,200 | $1.35 | $4,320.00 | < 1% 463.27K to 466.47K | |
| 03-May-23 4:58 PM View: | Upstart Holdings, Inc. (UPST) | 01-May-23 | Planned Option Sale | 3,200 | $13.84 | $44,288.00 | (< 1%) 466.47K to 463.27K | |
| 26-Apr-23 4:06 PM View: | Upstart Holdings, Inc. (UPST) | 24-Apr-23 | Option Exercise | 3,200 | $1.35 | $4,320.00 | < 1% 463.27K to 466.47K | |
| 26-Apr-23 4:06 PM View: | Upstart Holdings, Inc. (UPST) | 24-Apr-23 | Planned Option Sale | 3,200 | $15.00 | $48,000.00 | (< 1%) 466.47K to 463.27K | |
| 24-Apr-23 4:17 PM View: | Upstart Holdings, Inc. (UPST) | 20-Apr-23 | Option Exercise | 15,000 | $1.35 | $20,250.00 | 3% 448.27K to 463.27K | |
| 19-Apr-23 4:30 PM View: | Upstart Holdings, Inc. (UPST) | 17-Apr-23 | Option Exercise | 3,200 | $1.35 | $4,320.00 | < 1% 448.27K to 451.47K | |
| 19-Apr-23 4:30 PM View: | Upstart Holdings, Inc. (UPST) | 17-Apr-23 | Planned Option Sale | 3,200 | $15.18 | $48,587.20 | (< 1%) 451.47K to 448.27K | |
| 12-Apr-23 4:14 PM View: | Upstart Holdings, Inc. (UPST) | 10-Apr-23 | Option Exercise | 3,200 | $1.35 | $4,320.00 | < 1% 448.27K to 451.47K | |
| 12-Apr-23 4:14 PM View: | Upstart Holdings, Inc. (UPST) | 10-Apr-23 | Planned Option Sale | 3,200 | $16.69 | $53,411.80 | (< 1%) 451.47K to 448.27K | |
| 05-Apr-23 4:49 PM View: | Upstart Holdings, Inc. (UPST) | 03-Apr-23 | Option Exercise | 3,200 | $1.35 | $4,320.00 | < 1% 448.27K to 451.47K | |
| 05-Apr-23 4:49 PM View: | Upstart Holdings, Inc. (UPST) | 03-Apr-23 | Planned Option Sale | 3,200 | $15.75 | $50,406.40 | (< 1%) 451.47K to 448.27K | |
| 29-Mar-23 4:56 PM View: | Upstart Holdings, Inc. (UPST) | 27-Mar-23 | Option Exercise | 3,200 | $1.35 | $4,320.00 | < 1% 448.27K to 451.47K | |
| 29-Mar-23 4:56 PM View: | Upstart Holdings, Inc. (UPST) | 27-Mar-23 | Planned Option Sale | 3,200 | $13.24 | $42,368.00 | (< 1%) 451.47K to 448.27K | |
| 21-Mar-23 5:46 PM View: | Upstart Holdings, Inc. (UPST) | 20-Mar-23 | Option Exercise | 3,200 | $1.35 | $4,320.00 | < 1% 448.27K to 451.47K |