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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 04-Mar-24 6:10 PM View:  | Upstart Holdings, Inc. (UPST) | 01-Mar-24 | Option Exercise | 2,500 | $0.43 | $1,075.00 | 9% 29.16K to 31.66K | |
| 04-Mar-24 6:10 PM View: | Upstart Holdings, Inc. (UPST) | 01-Mar-24 | Planned Option Sale | 2,500 | $25.48 | $63,689.50 | (8%) 31.66K to 29.16K | |
| 04-Mar-24 6:10 PM View: | Upstart Holdings, Inc. (UPST) | 29-Feb-24 | Grant | 919 | -- | -- | 3% 28.25K to 29.16K | |
| 27-Feb-24 4:41 PM View: | Upstart Holdings, Inc. (UPST) | 23-Feb-24 | Sale (Planned) | 1,919 | $24.30 | $46,631.70 | (6%) 30.16K to 28.25K | |
| 22-Feb-24 4:22 PM View: | Upstart Holdings, Inc. (UPST) | 20-Feb-24 | Sale | 1,423 | $25.29 | $35,984.50 | (5%) 31.59K to 30.16K | |
| 28-Nov-23 6:18 PM View: | Upstart Holdings, Inc. (UPST) | 24-Nov-23 | Sale (Planned) | 2,444 | $23.25 | $56,833.00 | (7%) 33.28K to 30.83K | |
| 22-Nov-23 4:25 PM View: | Upstart Holdings, Inc. (UPST) | 21-Nov-23 | Sale | 1,437 | $23.99 | $34,479.80 | (4%) 34.71K to 33.28K | |
| 31-Aug-23 8:16 PM View: | Upstart Holdings, Inc. (UPST) | 30-Aug-23 | Option Exercise | 3,000 | $0.43 | $1,290.00 | 8% 37.32K to 40.32K | |
| 31-Aug-23 8:16 PM View: | Upstart Holdings, Inc. (UPST) | 30-Aug-23 | Planned Option Sale | 3,000 | $32.16 | $96,480.00 | (7%) 40.32K to 37.32K | |
| 31-Aug-23 8:16 PM View: | Upstart Holdings, Inc. (UPST) | 30-Aug-23 | Sale (Planned) | 2,604 | $32.16 | $83,744.60 | (7%) 37.32K to 34.71K | |
| 24-Aug-23 7:03 PM View: | Upstart Holdings, Inc. (UPST) | 24-Aug-23 | Sale (Planned) | 1,421 | $33.00 | $46,893.00 | (4%) 38.74K to 37.32K | |
| 24-Aug-23 7:03 PM View: | Upstart Holdings, Inc. (UPST) | 22-Aug-23 | Sale | 732 | $32.64 | $23,895.10 | (2%) 39.47K to 38.74K | |
| 21-Jul-23 4:26 PM View: | Upstart Holdings, Inc. (UPST) | 19-Jul-23 | Option Exercise | 2,000 | $0.43 | $860.00 | 5% 39.47K to 41.47K | |
| 21-Jul-23 4:26 PM View: | Upstart Holdings, Inc. (UPST) | 19-Jul-23 | Planned Option Sale | 2,000 | $60.00 | $120,000.00 | (5%) 41.47K to 39.47K | |
| 30-May-23 4:35 PM View: | Upstart Holdings, Inc. (UPST) | 25-May-23 | Sale (Planned) | 1,514 | $27.76 | $42,028.60 | (4%) 40.98K to 39.47K | |
| 25-May-23 4:35 PM View: | Upstart Holdings, Inc. (UPST) | 23-May-23 | Sale | 637 | $26.94 | $17,159.60 | (2%) 41.62K to 40.98K | |
| 21-Mar-23 5:54 PM View: | Upstart Holdings, Inc. (UPST) | 17-Mar-23 | Grant | 1,693 | -- | -- | 4% 39.93K to 41.62K | |
| 01-Mar-23 4:12 PM View: | Upstart Holdings, Inc. (UPST) | 27-Feb-23 | Sale (Planned) | 1,262 | $18.23 | $23,006.30 | (3%) 41.19K to 39.93K | |
| 23-Feb-23 5:14 PM View: | Upstart Holdings, Inc. (UPST) | 21-Feb-23 | Sale | 890 | $18.15 | $16,150.10 | (2%) 42.08K to 41.19K | |
| 29-Nov-22 4:44 PM View: | Upstart Holdings, Inc. (UPST) | 25-Nov-22 | Sale (Planned) | 424 | $18.02 | $7,640.48 | (1%) 41.75K to 41.32K | |
| 23-Nov-22 5:25 PM View: | Upstart Holdings, Inc. (UPST) | 22-Nov-22 | Sale | 769 | $18.68 | $14,361.20 | (2%) 42.52K to 41.75K | |
| 02-Sep-22 5:04 PM View: | Upstart Holdings, Inc. (UPST) | 01-Sep-22 | Option Exercise | 4,000 | $0.43 | $1,720.00 | 9% 42.52K to 46.52K | |
| 02-Sep-22 5:04 PM View: | Upstart Holdings, Inc. (UPST) | 01-Sep-22 | Planned Option Sale | 4,000 | $25.23 | $100,920.00 | (9%) 46.52K to 42.52K | |
| 02-Sep-22 5:04 PM View: | Upstart Holdings, Inc. (UPST) | 31-Aug-22 | Grant | 17,914 | -- | -- | 73% 24.6K to 42.52K | |
| 25-Aug-22 4:55 PM View: | Upstart Holdings, Inc. (UPST) | 25-Aug-22 | Sale (Planned) | 420 | $27.35 | $11,487.00 | (2%) 25.02K to 24.6K | |
| 25-Aug-22 4:55 PM View: | Upstart Holdings, Inc. (UPST) | 23-Aug-22 | Sale | 238 | $27.30 | $6,497.66 | (< 1%) 25.26K to 25.02K | |
| 22-Aug-22 5:06 PM View: | Upstart Holdings, Inc. (UPST) | 18-Aug-22 | Sale (Planned) | 706 | $33.27 | $23,488.60 | (3%) 25.97K to 25.26K | |
| 26-May-22 6:05 PM View: | Upstart Holdings, Inc. (UPST) | 24-May-22 | Sale | 283 | $36.15 | $10,230.50 | (1%) 26.25K to 25.97K | |
| 23-Feb-22 8:46 PM View: | Upstart Holdings, Inc. (UPST) | 23-Feb-22 | Sale | 208 | $116.68 | $24,269.80 | (< 1%) 26.46K to 26.25K | |
| 23-Feb-22 8:46 PM View: | Upstart Holdings, Inc. (UPST) | 20-Feb-22 | Grant | 3,777 | -- | -- | 17% 22.68K to 26.46K | |
| 30-Nov-21 6:56 PM View: | Upstart Holdings, Inc. (UPST) | 26-Nov-21 | Market Sale (Planned) | 259 | $201.30 | $52,136.70 | (1%) 22.73K to 22.47K | (6%) |
| 24-Nov-21 5:47 PM View: | Upstart Holdings, Inc. (UPST) | 23-Nov-21 | Market Sale | 278 | $198.52 | $55,189.80 | (1%) 23.01K to 22.73K | < 1% |
| 27-Aug-21 7:55 PM View: | Upstart Holdings, Inc. (UPST) | 25-Aug-21 | Market Sale (Planned) | 271 | $218.80 | $59,294.80 | (1%) 23.28K to 23.01K | < 1% |
| 24-Aug-21 7:59 PM View: | Upstart Holdings, Inc. (UPST) | 20-Aug-21 | Market Sale | 267 | $195.64 | $52,235.90 | (1%) 23.55K to 23.28K | (4%) |
| 16-Aug-21 6:49 PM View: | Upstart Holdings, Inc. (UPST) | 12-Aug-21 | Option Exercise | 16,000 | $0.43 | $6,880.00 | 72% 22.26K to 38.26K | |
| 16-Aug-21 6:49 PM View: | Upstart Holdings, Inc. (UPST) | 12-Aug-21 | Market Option Sale (Planned) | 16,000 | $167.62 | $2,681,920.00 | (42%) 38.26K to 22.26K | |
| 16-Aug-21 6:49 PM View: | Upstart Holdings, Inc. (UPST) | 12-Aug-21 | Market Sale (Planned) | 351 | $167.62 | $58,834.60 | (2%) 22.26K to 21.91K | |
| 24-May-21 7:41 PM View: | Upstart Holdings, Inc. (UPST) | 20-May-21 | Payment of Exercise | 186 | $139.08 | $25,868.90 | (< 1%) 22.45K to 22.26K | (11%) |
| 23-Mar-21 6:19 PM View: | Upstart Holdings, Inc. (UPST) | 20-Mar-21 | Grant | 12,445 | -- | -- | 124% 10.0K to 22.45K |