| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Upstart Holdings, Inc. | Director | Common Stock | 25.7K | $610K | $23.71 | May 30, 2024 | Direct |
| Akili, Inc. | Director | Stock Option (Right to Buy) | 22K | May 2, 2023 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| UPST | Upstart Holdings, Inc. | May 30, 2024 | 1 | $0 | 4 | Jun 3, 2024 | Director |
| UPST | Upstart Holdings, Inc. | Jan 10, 2024 | 1 | $0 | 4 | Jan 12, 2024 | Director |
| UPST | Upstart Holdings, Inc. | May 25, 2023 | 1 | $0 | 4 | May 30, 2023 | Director |
| AKLI | Akili, Inc. | May 2, 2023 | 1 | $0 | 4 | May 4, 2023 | Director |
| UPST | Upstart Holdings, Inc. | Jan 10, 2023 | 1 | $0 | 4 | Jan 12, 2023 | Director |
| AKLI | Akili, Inc. | Nov 2, 2022 | 1 | $0 | 4 | Nov 4, 2022 | Director |
| AKLI | Akili, Inc. | Oct 25, 2022 | 0 | $0 | 3 | Oct 27, 2022 | Director |
| UPST | Upstart Holdings, Inc. | May 18, 2022 | 1 | $0 | 4 | May 20, 2022 | Director |
| UPST | Upstart Holdings, Inc. | Nov 15, 2021 | 22 | -$7.26M | 4 | Nov 17, 2021 | Director |
| UPST | Upstart Holdings, Inc. | May 27, 2021 | 1 | $0 | 4 | Jun 1, 2021 | Director |