| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| SoFi Technologies, Inc. | General Counsel | Common Stock | 41,905 | $1,097,072 | $26.18 | 14 Jan 2026 | Direct |
| SoFi Technologies, Inc. | General Counsel | Common Stock | 2,210 | $57,857 | $26.18 | 14 Jan 2026 | The Reporting Person is a beneficiary and trustee of the Robert S. Lavet Trust. |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| SOFI | SoFi Technologies, Inc. | 14 Jan 2026 | 0 | $0 | 3 | General Counsel | 16 Jan 2026, 19:06 |
| SOFI | SoFi Technologies, Inc. | 14 Jun 2024 | 3 | -$31,024 | 4 | General Counsel | 18 Jun 2024, 20:32 |
| SOFI | SoFi Technologies, Inc. | 11 Jun 2024 | 2 | $0 | 4 | General Counsel | 13 Jun 2024, 21:06 |
| SOFI | SoFi Technologies, Inc. | 14 Mar 2024 | 3 | -$33,664 | 4 | General Counsel | 18 Mar 2024, 21:52 |
| SOFI | SoFi Technologies, Inc. | 06 Feb 2024 | 3 | -$89,230 | 4 | General Counsel | 08 Feb 2024, 18:32 |
| SOFI | SoFi Technologies, Inc. | 14 Dec 2023 | 3 | -$555,666 | 4 | General Counsel | 18 Dec 2023, 20:36 |
| SOFI | SoFi Technologies, Inc. | 14 Sep 2023 | 3 | -$546,898 | 4 | General Counsel | 18 Sep 2023, 20:19 |
| SOFI | SoFi Technologies, Inc. | 14 Jun 2023 | 3 | -$592,941 | 4 | General Counsel | 16 Jun 2023, 18:10 |
| SOFI | SoFi Technologies, Inc. | 20 Mar 2023 | 1 | $0 | 4 | General Counsel | 22 Mar 2023, 19:54 |
| SOFI | SoFi Technologies, Inc. | 14 Mar 2023 | 3 | -$116,053 | 4 | General Counsel | 16 Mar 2023, 19:22 |
| SOFI | SoFi Technologies, Inc. | 02 Feb 2023 | 1 | -$1,612,400 | 4 | General Counsel | 06 Feb 2023, 17:00 |
| SOFI | SoFi Technologies, Inc. | 14 Dec 2022 | 3 | -$112,196 | 4 | General Counsel | 16 Dec 2022, 17:30 |
| SOFI | SoFi Technologies, Inc. | 14 Sep 2022 | 3 | -$154,462 | 4 | General Counsel | 16 Sep 2022, 20:06 |
| SOFI | SoFi Technologies, Inc. | 14 Jun 2022 | 3 | -$149,528 | 4 | General Counsel | 16 Jun 2022, 17:45 |
| SOFI | SoFi Technologies, Inc. | 24 Mar 2022 | 1 | $0 | 4 | General Counsel and Secretary | 25 Mar 2022, 20:10 |
| SOFI | SoFi Technologies, Inc. | 16 Mar 2022 | 3 | -$228,305 | 4 | General Counsel and Secretary | 18 Mar 2022, 17:36 |
| SOFI | SoFi Technologies, Inc. | 14 Dec 2021 | 3 | -$374,713 | 4 | General Counsel and Secretary | 16 Dec 2021, 17:49 |
| SOFI | SoFi Technologies, Inc. | 14 Sep 2021 | 3 | -$371,375 | 4 | General Counsel and Secretary | 16 Sep 2021, 20:02 |
| SOFI | SoFi Technologies, Inc. | 02 Aug 2021 | 3 | -$378,257 | 4 | General Counsel and Secretary | 04 Aug 2021, 21:42 |
| SOFI | SoFi Technologies, Inc. | 28 May 2021 | 6 | $0 | 4 | General Counsel and Secretary | 02 Jun 2021, 21:22 |
| SOFI | SoFi Technologies, Inc. | 28 May 2021 | 0 | $0 | 3 | General Counsel and Secretary | 02 Jun 2021, 21:15 |