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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| Today 5:30 PM View:  | Upstart Holdings, Inc. (UPST) | 20-Nov-24 | Sale | 6,390 | $69.84 | $446,285.00 | (4%) 157.17K to 150.78K | |
| 15-Oct-24 5:21 PM View: | Upstart Holdings, Inc. (UPST) | 14-Oct-24 | Option Exercise | 75,000 | $13.22 | $991,500.00 | 47% 161.04K to 236.04K | |
| 15-Oct-24 5:21 PM View: | Upstart Holdings, Inc. (UPST) | 14-Oct-24 | Planned Option Sale | 75,000 | $50.02 | $3,751,290.00 | (32%) 236.04K to 161.04K | |
| 15-Oct-24 5:21 PM View: | Upstart Holdings, Inc. (UPST) | 14-Oct-24 | Sale (Planned) | 9,000 | $50.02 | $450,155.00 | (6%) 161.04K to 152.04K | |
| 15-Oct-24 5:21 PM View: | Upstart Holdings, Inc. (UPST) | 11-Oct-24 | Option Exercise | 20,000 | $13.22 | $264,400.00 | 12% 161.04K to 181.04K | |
| 15-Oct-24 5:21 PM View: | Upstart Holdings, Inc. (UPST) | 11-Oct-24 | Planned Option Sale | 20,000 | $45.00 | $900,072.00 | (11%) 181.04K to 161.04K | |
| 08-Oct-24 4:26 PM View: | Upstart Holdings, Inc. (UPST) | 04-Oct-24 | Option Exercise | 1,300 | $13.22 | $17,186.00 | < 1% 161.04K to 162.34K | |
| 08-Oct-24 4:26 PM View: | Upstart Holdings, Inc. (UPST) | 04-Oct-24 | Planned Option Sale | 1,300 | $40.01 | $52,012.30 | (< 1%) 162.34K to 161.04K | |
| 05-Sep-24 8:05 PM View: | Upstart Holdings, Inc. (UPST) | 03-Sep-24 | Option Exercise | 7,500 | $13.22 | $99,150.00 | 5% 164.87K to 172.37K | |
| 05-Sep-24 8:05 PM View: | Upstart Holdings, Inc. (UPST) | 03-Sep-24 | Planned Option Sale | 7,500 | $41.03 | $307,703.00 | (4%) 172.37K to 164.87K | |
| 05-Sep-24 8:05 PM View: | Upstart Holdings, Inc. (UPST) | 03-Sep-24 | Sale (Planned) | 3,827 | $41.03 | $157,011.00 | (2%) 164.87K to 161.04K | |
| 03-Sep-24 4:14 PM View: | Upstart Holdings, Inc. (UPST) | 29-Aug-24 | Option Exercise | 30,000 | $13.22 | $396,600.00 | 17% 173.87K to 203.87K | |
| 03-Sep-24 4:14 PM View: | Upstart Holdings, Inc. (UPST) | 29-Aug-24 | Planned Option Sale | 30,000 | $45.00 | $1,350,000.00 | (15%) 203.87K to 173.87K | |
| 03-Sep-24 4:14 PM View: | Upstart Holdings, Inc. (UPST) | 29-Aug-24 | Sale (Planned) | 9,000 | $45.00 | $405,000.00 | (5%) 173.87K to 164.87K | |
| 27-Aug-24 6:58 PM View: | Upstart Holdings, Inc. (UPST) | 23-Aug-24 | Sale (Planned) | 3,000 | $40.00 | $120,006.00 | (2%) 176.87K to 173.87K | |
| 21-Aug-24 6:03 PM View: | Upstart Holdings, Inc. (UPST) | 20-Aug-24 | Sale | 6,623 | $38.35 | $253,983.00 | (4%) 184.06K to 177.44K | |
| 21-Aug-24 6:03 PM View: | Upstart Holdings, Inc. (UPST) | 20-Aug-24 | Sale (Planned) | 567 | $40.16 | $22,770.70 | (< 1%) 177.44K to 176.87K | |
| 21-Aug-24 6:03 PM View: | Upstart Holdings, Inc. (UPST) | 19-Aug-24 | Option Exercise | 15,000 | $13.22 | $198,300.00 | 8% 193.06K to 208.06K | |
| 21-Aug-24 6:03 PM View: | Upstart Holdings, Inc. (UPST) | 19-Aug-24 | Planned Option Sale | 15,000 | $40.00 | $600,022.00 | (7%) 208.06K to 193.06K | |
| 21-Aug-24 6:03 PM View: | Upstart Holdings, Inc. (UPST) | 19-Aug-24 | Sale (Planned) | 9,000 | $40.00 | $360,014.00 | (5%) 193.06K to 184.06K | |
| 09-Aug-24 4:22 PM View: | Upstart Holdings, Inc. (UPST) | 07-Aug-24 | Option Exercise | 7,500 | $13.22 | $99,150.00 | 4% 196.99K to 204.49K | |
| 09-Aug-24 4:22 PM View: | Upstart Holdings, Inc. (UPST) | 07-Aug-24 | Planned Option Sale | 7,500 | $35.01 | $262,550.00 | (4%) 204.49K to 196.99K | |
| 09-Aug-24 4:22 PM View: | Upstart Holdings, Inc. (UPST) | 07-Aug-24 | Sale (Planned) | 4,500 | $35.01 | $157,530.00 | (2%) 196.99K to 192.49K | |
| 05-Jun-24 7:56 PM View: | Upstart Holdings, Inc. (UPST) | 03-Jun-24 | Sale (Planned) | 3,000 | $25.44 | $76,334.40 | (2%) 199.99K to 196.99K | |
| 22-May-24 4:40 PM View: | Upstart Holdings, Inc. (UPST) | 20-May-24 | Sale | 4,383 | $25.62 | $112,279.00 | (2%) 204.38K to 199.99K | |
| 04-Mar-24 6:08 PM View: | Upstart Holdings, Inc. (UPST) | 29-Feb-24 | Grant | 30,601 | -- | -- | 18% 173.78K to 204.38K | |
| 28-Feb-24 10:00 PM View: | Upstart Holdings, Inc. (UPST) | 26-Feb-24 | Sale (Planned) | 1,000 | $25.42 | $25,422.90 | (< 1%) 174.78K to 173.78K | |
| 22-Feb-24 4:11 PM View: | Upstart Holdings, Inc. (UPST) | 21-Feb-24 | Sale (Planned) | 536 | $24.52 | $13,142.30 | (< 1%) 175.31K to 174.78K | |
| 22-Feb-24 4:11 PM View: | Upstart Holdings, Inc. (UPST) | 20-Feb-24 | Sale | 4,752 | $25.29 | $120,155.00 | (3%) 180.06K to 175.31K | |
| 20-Feb-24 4:10 PM View: | Upstart Holdings, Inc. (UPST) | 15-Feb-24 | Option Exercise | 10,000 | $13.22 | $132,200.00 | 6% 170.06K to 180.06K | |
| 31-Jan-24 4:32 PM View: | Upstart Holdings, Inc. (UPST) | 29-Jan-24 | Option Exercise | 388 | $13.22 | $5,129.36 | < 1% 170.44K to 170.82K | |
| 31-Jan-24 4:32 PM View: | Upstart Holdings, Inc. (UPST) | 29-Jan-24 | Planned Option Sale | 388 | $35.38 | $13,727.10 | (< 1%) 170.82K to 170.44K | |
| 31-Jan-24 4:32 PM View: | Upstart Holdings, Inc. (UPST) | 29-Jan-24 | Sale (Planned) | 910 | $35.38 | $32,194.90 | (< 1%) 170.44K to 169.53K | |
| 26-Jan-24 4:17 PM View: | Upstart Holdings, Inc. (UPST) | 25-Jan-24 | Option Exercise | 20 | $13.22 | $264.40 | < 1% 170.48K to 170.5K | |
| 26-Jan-24 4:17 PM View: | Upstart Holdings, Inc. (UPST) | 25-Jan-24 | Sale (Planned) | 60 | $35.06 | $2,103.38 | (< 1%) 170.5K to 170.44K | |
| 26-Jan-24 4:17 PM View: | Upstart Holdings, Inc. (UPST) | 24-Jan-24 | Option Exercise | 842 | $13.22 | $11,131.20 | < 1% 172.53K to 173.37K | |
| 26-Jan-24 4:17 PM View: | Upstart Holdings, Inc. (UPST) | 24-Jan-24 | Planned Option Sale | 862 | $36.04 | $31,066.50 | (< 1%) 173.37K to 172.51K | |
| 26-Jan-24 4:17 PM View: | Upstart Holdings, Inc. (UPST) | 24-Jan-24 | Sale (Planned) | 2,030 | $36.04 | $73,161.30 | (1%) 172.51K to 170.48K | |
| 29-Dec-23 4:04 PM View: | Upstart Holdings, Inc. (UPST) | 27-Dec-23 | Option Exercise | 672 | $13.22 | $8,883.84 | < 1% 172.53K to 173.2K | |
| 29-Dec-23 4:04 PM View: | Upstart Holdings, Inc. (UPST) | 27-Dec-23 | Planned Option Sale | 672 | $46.23 | $31,063.30 | (< 1%) 173.2K to 172.53K | |
| 27-Dec-23 4:19 PM View: | Upstart Holdings, Inc. (UPST) | 26-Dec-23 | Option Exercise | 2,043 | $13.22 | $27,008.50 | 1% 172.53K to 174.57K | |
| 27-Dec-23 4:19 PM View: | Upstart Holdings, Inc. (UPST) | 26-Dec-23 | Sale (Planned) | 2,043 | $45.18 | $92,309.70 | (1%) 174.57K to 172.53K | |
| 27-Dec-23 4:19 PM View: | Upstart Holdings, Inc. (UPST) | 22-Dec-23 | Option Exercise | 2,285 | $13.22 | $30,207.70 | 1% 175.53K to 177.81K | |
| 27-Dec-23 4:19 PM View: | Upstart Holdings, Inc. (UPST) | 22-Dec-23 | Planned Option Sale | 4,328 | $45.10 | $195,194.00 | (2%) 177.81K to 173.48K | |
| 27-Dec-23 4:19 PM View: | Upstart Holdings, Inc. (UPST) | 22-Dec-23 | Sale (Planned) | 957 | $45.10 | $43,160.90 | (< 1%) 173.48K to 172.53K | |
| 12-Dec-23 4:09 PM View: | Upstart Holdings, Inc. (UPST) | 08-Dec-23 | Option Exercise | 594 | $13.22 | $7,852.68 | < 1% 175.53K to 176.12K | |
| 12-Dec-23 4:09 PM View: | Upstart Holdings, Inc. (UPST) | 08-Dec-23 | Planned Option Sale | 594 | $36.15 | $21,475.30 | (< 1%) 176.12K to 175.53K | |
| 08-Dec-23 7:41 PM View: | Upstart Holdings, Inc. (UPST) | 06-Dec-23 | Option Exercise | 4,206 | $13.22 | $55,603.30 | 2% 175.53K to 179.73K | |
| 08-Dec-23 7:41 PM View: | Upstart Holdings, Inc. (UPST) | 06-Dec-23 | Planned Option Sale | 4,206 | $36.19 | $152,208.00 | (2%) 179.73K to 175.53K | |
| 29-Nov-23 4:48 PM View: | Upstart Holdings, Inc. (UPST) | 28-Nov-23 | Sale (Planned) | 800 | $25.30 | $20,241.00 | (< 1%) 176.33K to 175.53K |