| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Upstart Holdings, Inc. | Chief Legal Officer | Common Stock | 92,598 | $4,049,319 | $43.73 | 05 Jan 2026 | Direct |
| Upstart Holdings, Inc. | Chief Legal Officer | Employee Stock Option (Right to buy) | 194,527 | $2,624,526 | $13.22 | 05 Jan 2026 | Direct |
| Stitch Fix, Inc. | Chief Legal Officer & Secr. | Class A Common Stock | 286,694 | $927,742 | $3.24 | 14 Sep 2022 | Direct |
| Upstart Holdings, Inc. | Chief Legal Officer | Common Stock | 17,435 | $871,750 | $50.00 | 05 Jan 2026 | by trust |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| UPST | Upstart Holdings, Inc. | 05 Jan 2026 | 5 | -$36,780 | 4 | Chief Legal Officer | 07 Jan 2026, 17:10 |
| UPST | Upstart Holdings, Inc. | 12 Dec 2025 | 5 | -$343,160 | 4 | Chief Legal Officer | 16 Dec 2025, 16:30 |
| UPST | Upstart Holdings, Inc. | 20 Nov 2025 | 4 | -$282,480 | 4 | Chief Legal Officer | 24 Nov 2025, 16:38 |
| UPST | Upstart Holdings, Inc. | 24 Oct 2025 | 3 | -$41,792 | 4 | Chief Legal Officer | 28 Oct 2025, 20:52 |
| UPST | Upstart Holdings, Inc. | 01 Oct 2025 | 3 | -$54,640 | 4 | Chief Legal Officer | 03 Oct 2025, 16:39 |
| UPST | Upstart Holdings, Inc. | 17 Sep 2025 | 3 | -$70,010 | 4 | Chief Legal Officer | 19 Sep 2025, 16:44 |
| UPST | Upstart Holdings, Inc. | 03 Sep 2025 | 3 | -$277,654 | 4 | Chief Legal Officer | 05 Sep 2025, 16:37 |
| UPST | Upstart Holdings, Inc. | 25 Aug 2025 | 1 | -$435,336 | 4 | Chief Legal Officer | 27 Aug 2025, 16:38 |
| UPST | Upstart Holdings, Inc. | 20 Aug 2025 | 3 | -$419,158 | 4 | Chief Legal Officer | 22 Aug 2025, 16:38 |
| UPST | Upstart Holdings, Inc. | 01 Aug 2025 | 4 | -$313,806 | 4 | Chief Legal Officer | 05 Aug 2025, 16:30 |
| UPST | Upstart Holdings, Inc. | 08 Jul 2025 | 3 | -$400,210 | 4 | Chief Legal Officer | 10 Jul 2025, 16:32 |
| UPST | Upstart Holdings, Inc. | 01 Jul 2025 | 6 | -$477,296 | 4 | Chief Legal Officer | 03 Jul 2025, 14:31 |
| UPST | Upstart Holdings, Inc. | 11 Jun 2025 | 3 | -$180,000 | 4 | Chief Legal Officer | 13 Jun 2025, 17:30 |
| UPST | Upstart Holdings, Inc. | 03 Jun 2025 | 4 | -$369,166 | 4 | Chief Legal Officer | 05 Jun 2025, 18:24 |
| UPST | Upstart Holdings, Inc. | 20 May 2025 | 1 | -$316,246 | 4 | Chief Legal Officer | 22 May 2025, 17:57 |
| UPST | Upstart Holdings, Inc. | 29 Apr 2025 | 6 | -$73,987 | 4 | Chief Legal Officer | 01 May 2025, 20:33 |
| UPST | Upstart Holdings, Inc. | 28 Feb 2025 | 1 | $0 | 4/A | Chief Legal Officer | 28 Oct 2025, 20:30 |
| UPST | Upstart Holdings, Inc. | 20 Feb 2025 | 2 | -$378,934 | 4 | Chief Legal Officer | 24 Feb 2025, 17:03 |
| UPST | Upstart Holdings, Inc. | 25 Nov 2024 | 3 | -$228,514 | 4 | Chief Legal Officer | 27 Nov 2024, 16:49 |
| UPST | Upstart Holdings, Inc. | 20 Nov 2024 | 2 | -$446,285 | 4 | Chief Legal Officer | 22 Nov 2024, 17:30 |
| UPST | Upstart Holdings, Inc. | 01 Nov 2024 | 6 | -$315,605 | 4 | Chief Legal Officer | 05 Nov 2024, 16:17 |
| UPST | Upstart Holdings, Inc. | 11 Oct 2024 | 7 | -$3,845,619 | 4 | Chief Legal Officer | 15 Oct 2024, 17:21 |
| UPST | Upstart Holdings, Inc. | 04 Oct 2024 | 3 | -$34,826 | 4 | Chief Legal Officer | 08 Oct 2024, 16:26 |
| UPST | Upstart Holdings, Inc. | 01 Oct 2024 | 4 | -$163,987 | 4 | Chief Legal Officer | 03 Oct 2024, 16:28 |
| UPST | Upstart Holdings, Inc. | 03 Sep 2024 | 6 | -$365,564 | 4 | Chief Legal Officer | 05 Sep 2024, 20:05 |
| UPST | Upstart Holdings, Inc. | 29 Aug 2024 | 4 | -$1,358,400 | 4 | Chief Legal Officer | 03 Sep 2024, 16:14 |
| UPST | Upstart Holdings, Inc. | 23 Aug 2024 | 1 | -$120,006 | 4 | Chief Legal Officer | 27 Aug 2024, 18:58 |
| UPST | Upstart Holdings, Inc. | 19 Aug 2024 | 7 | -$1,038,490 | 4 | Chief Legal Officer | 21 Aug 2024, 18:03 |
| UPST | Upstart Holdings, Inc. | 07 Aug 2024 | 4 | -$320,930 | 4 | Chief Legal Officer | 09 Aug 2024, 16:22 |
| UPST | Upstart Holdings, Inc. | 03 Jun 2024 | 1 | -$76,334 | 4 | Chief Legal Officer | 05 Jun 2024, 19:56 |
| UPST | Upstart Holdings, Inc. | 20 May 2024 | 1 | -$112,279 | 4 | Chief Legal Officer | 22 May 2024, 16:40 |
| UPST | Upstart Holdings, Inc. | 29 Feb 2024 | 2 | $0 | 4 | Chief Legal Officer | 04 Mar 2024, 18:08 |
| UPST | Upstart Holdings, Inc. | 26 Feb 2024 | 1 | -$25,423 | 4 | Chief Legal Officer | 28 Feb 2024, 16:15 |
| UPST | Upstart Holdings, Inc. | 20 Feb 2024 | 2 | -$133,297 | 4 | Chief Legal Officer | 22 Feb 2024, 16:11 |
| UPST | Upstart Holdings, Inc. | 15 Feb 2024 | 2 | +$132,200 | 4 | Chief Legal Officer | 20 Feb 2024, 16:10 |
| UPST | Upstart Holdings, Inc. | 29 Jan 2024 | 4 | -$40,793 | 4 | Chief Legal Officer | 31 Jan 2024, 16:32 |
| UPST | Upstart Holdings, Inc. | 24 Jan 2024 | 12 | -$94,935 | 4 | Chief Legal Officer | 26 Jan 2024, 16:17 |
| UPST | Upstart Holdings, Inc. | 27 Dec 2023 | 4 | -$22,179 | 4 | Chief Legal Officer | 29 Dec 2023, 16:04 |
| UPST | Upstart Holdings, Inc. | 22 Dec 2023 | 10 | -$273,448 | 4 | Chief Legal Officer | 27 Dec 2023, 16:19 |
| UPST | Upstart Holdings, Inc. | 08 Dec 2023 | 5 | -$13,623 | 4 | Chief Legal Officer | 12 Dec 2023, 16:09 |
| UPST | Upstart Holdings, Inc. | 06 Dec 2023 | 4 | -$96,605 | 4 | Chief Legal Officer | 08 Dec 2023, 19:41 |
| UPST | Upstart Holdings, Inc. | 27 Nov 2023 | 2 | -$25,245 | 4 | Chief Legal Officer | 29 Nov 2023, 16:48 |
| UPST | Upstart Holdings, Inc. | 21 Nov 2023 | 1 | -$145,635 | 4 | Chief Legal Officer | 22 Nov 2023, 16:21 |
| UPST | Upstart Holdings, Inc. | 02 Nov 2023 | 2 | -$12,766 | 4 | Chief Legal Officer | 06 Nov 2023, 16:26 |
| UPST | Upstart Holdings, Inc. | 24 Oct 2023 | 1 | -$13,190 | 4 | Chief Legal Officer | 26 Oct 2023, 16:35 |
| UPST | Upstart Holdings, Inc. | 25 Sep 2023 | 1 | -$26,581 | 4 | Chief Legal Officer | 27 Sep 2023, 16:07 |
| UPST | Upstart Holdings, Inc. | 06 Sep 2023 | 3 | -$4,373 | 4 | Chief Legal Officer | 07 Sep 2023, 17:19 |
| UPST | Upstart Holdings, Inc. | 28 Aug 2023 | 2 | -$49,966 | 4 | Chief Legal Officer | 30 Aug 2023, 20:00 |
| UPST | Upstart Holdings, Inc. | 22 Aug 2023 | 2 | -$137,424 | 4 | Chief Legal Officer | 24 Aug 2023, 19:02 |
| UPST | Upstart Holdings, Inc. | 23 May 2023 | 1 | -$98,714 | 4 | Chief Legal Officer | 25 May 2023, 16:36 |
| UPST | Upstart Holdings, Inc. | 21 Feb 2023 | 1 | -$84,829 | 4 | Chief Legal Officer | 23 Feb 2023, 16:03 |
| UPST | Upstart Holdings, Inc. | 31 Dec 2022 | 2 | $0 | 4 | Chief Legal Officer | 04 Jan 2023, 15:11 |
| UPST | Upstart Holdings, Inc. | 05 Dec 2022 | 0 | $0 | 3 | Chief Legal Officer | 08 Dec 2022, 16:21 |
| SFIX | Stitch Fix, Inc. | 14 Sep 2022 | 1 | -$115,513 | 4 | Chief Legal Officer & Secr. | 15 Sep 2022, 18:46 |
| SFIX | Stitch Fix, Inc. | 15 Jul 2022 | 1 | $0 | 4 | Chief Legal Officer & Secr. | 19 Jul 2022, 17:53 |
| SFIX | Stitch Fix, Inc. | 15 Jun 2022 | 1 | $0 | 4 | Chief Legal Officer & Secr. | 16 Jun 2022, 17:43 |
| SFIX | Stitch Fix, Inc. | 16 Mar 2022 | 1 | -$25,518 | 4 | Chief Legal Officer & Secr. | 17 Mar 2022, 16:54 |
| SFIX | Stitch Fix, Inc. | 14 Dec 2021 | 3 | -$59,626 | 4 | Chief Legal Officer & Secr. | 16 Dec 2021, 15:53 |
| SFIX | Stitch Fix, Inc. | 15 Sep 2021 | 1 | -$114,850 | 4 | Chief Legal Officer & Secr. | 20 Sep 2021, 18:06 |
| SFIX | Stitch Fix, Inc. | 16 Jun 2021 | 1 | -$137,176 | 4 | Chief Legal Officer & Secr. | 21 Jun 2021, 16:32 |