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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| Today 5:29 PM View:  | Upstart Holdings, Inc. (UPST) | 20-Nov-24 | Sale | 4,374 | $69.79 | $305,248.00 | (< 1%) 10.75M to 10.74M | |
| 19-Nov-24 4:13 PM View: | Upstart Holdings, Inc. (UPST) | 15-Nov-24 | Option Exercise | 41,667 | $0.83 | $34,583.60 | < 1% 10.75M to 10.79M | |
| 19-Nov-24 4:13 PM View: | Upstart Holdings, Inc. (UPST) | 15-Nov-24 | Planned Option Sale | 41,667 | $65.41 | $2,725,420.00 | (< 1%) 10.79M to 10.75M | |
| 21-Aug-24 6:05 PM View: | Upstart Holdings, Inc. (UPST) | 20-Aug-24 | Sale | 3,361 | $38.35 | $128,879.00 | (< 1%) 10.75M to 10.75M | |
| 22-May-24 4:39 PM View: | Upstart Holdings, Inc. (UPST) | 20-May-24 | Sale | 2,997 | $25.62 | $76,782.80 | (< 1%) 10.76M to 10.75M | |
| 22-Feb-24 4:19 PM View: | Upstart Holdings, Inc. (UPST) | 20-Feb-24 | Sale | 4,158 | $25.29 | $105,176.00 | (< 1%) 10.76M to 10.76M | |
| 22-Nov-23 4:24 PM View: | Upstart Holdings, Inc. (UPST) | 21-Nov-23 | Sale | 4,265 | $24.01 | $102,407.00 | (< 1%) 10.76M to 10.76M | |
| 24-Aug-23 6:59 PM View: | Upstart Holdings, Inc. (UPST) | 22-Aug-23 | Sale | 3,620 | $32.64 | $118,171.00 | (< 1%) 10.77M to 10.76M | |
| 25-May-23 4:39 PM View: | Upstart Holdings, Inc. (UPST) | 23-May-23 | Sale | 3,153 | $26.93 | $84,902.40 | (< 1%) 10.77M to 10.77M | |
| 23-Feb-23 5:07 PM View: | Upstart Holdings, Inc. (UPST) | 21-Feb-23 | Sale | 4,048 | $18.14 | $73,436.40 | (< 1%) 9.68M to 9.68M | |
| 04-May-22 5:16 PM View: | Upstart Holdings, Inc. (UPST) | 02-May-22 | Sale (Planned) | 41,667 | $80.00 | $3,333,380.00 | (< 1%) 10.82M to 10.78M | |
| 04-May-22 5:16 PM View: | Upstart Holdings, Inc. (UPST) | 02-May-22 | Sale (Planned) | 4,166 | $80.00 | $333,280.00 | (< 1%) 10.78M to 10.77M | |
| 04-May-22 6:44 PM View: | Upstart Holdings, Inc. (UPST) | 02-May-22 | Sale (Planned) Duplicate | 41,667 | $80.00 | $3,333,380.00 | (< 1%) 10.82M to 10.78M | |
| 04-May-22 6:44 PM View: | Upstart Holdings, Inc. (UPST) | 02-May-22 | Sale (Planned) Duplicate | 4,166 | $80.00 | $333,280.00 | (< 1%) 10.78M to 10.77M | |
| 05-Apr-22 7:14 PM View: | Upstart Holdings, Inc. (UPST) | 01-Apr-22 | Market Sale (Planned) | 83,333 | $108.39 | $9,032,420.00 | (< 1%) 10.91M to 10.83M | (6%) |
| 05-Apr-22 7:14 PM View: | Upstart Holdings, Inc. (UPST) | 01-Apr-22 | Market Sale (Planned) | 8,332 | $108.88 | $907,171.00 | (< 1%) 10.83M to 10.82M | (5%) |
| 03-Mar-22 6:11 PM View: | Upstart Holdings, Inc. (UPST) | 01-Mar-22 | Private Sale (Planned) | 120,540 | $158.17 | $19,066,300.00 | (1%) 11.05M to 10.92M | |
| 03-Mar-22 6:11 PM View: | Upstart Holdings, Inc. (UPST) | 01-Mar-22 | Sale (Planned) | 12,498 | $159.86 | $1,997,970.00 | (< 1%) 10.92M to 10.91M | |
| 23-Feb-22 8:50 PM View: | Upstart Holdings, Inc. (UPST) | 20-Feb-22 | Grant | 33,871 | -- | -- | < 1% 11.01M to 11.05M | |
| 03-Feb-22 9:34 PM View: | Upstart Holdings, Inc. (UPST) | 01-Feb-22 | Market Sale (Planned) | 83,333 | $109.37 | $9,114,310.00 | (< 1%) 11.1M to 11.02M | (5%) |
| 03-Feb-22 9:34 PM View: | Upstart Holdings, Inc. (UPST) | 01-Feb-22 | Market Sale (Planned) | 8,332 | $109.36 | $911,229.00 | (< 1%) 11.02M to 11.01M | (5%) |
| 05-Jan-22 8:46 PM View: | Upstart Holdings, Inc. (UPST) | 03-Jan-22 | Market Sale (Planned) | 83,333 | $148.48 | $12,372,900.00 | (< 1%) 11.19M to 11.11M | 8% |
| 05-Jan-22 8:46 PM View: | Upstart Holdings, Inc. (UPST) | 03-Jan-22 | Market Sale (Planned) | 8,332 | $150.46 | $1,253,670.00 | (< 1%) 11.11M to 11.1M | 9% |
| 03-Dec-21 9:10 PM View: | Upstart Holdings, Inc. (UPST) | 01-Dec-21 | Market Sale (Planned) | 125,000 | $194.10 | $24,263,100.00 | (< 1%) 19.3M to 19.18M | |
| 03-Dec-21 9:12 PM View: | Upstart Holdings, Inc. (UPST) | 01-Dec-21 | Market Sale (Planned) | 12,498 | $202.45 | $2,530,180.00 | (1%) 1.15M to 1.13M | 15% |
| 03-Dec-21 9:10 PM View: | Upstart Holdings, Inc. (UPST) | 30-Nov-21 | Gift | 101,270 | -- | -- | (< 1%) 19.4M to 19.3M | |
| 03-Nov-21 5:09 PM View: | Upstart Holdings, Inc. (UPST) | 01-Nov-21 | Market Sale (Planned) | 125,000 | $336.95 | $42,119,300.00 | (1%) 9.6M to 9.47M | (2%) |
| 03-Nov-21 5:11 PM View: | Upstart Holdings, Inc. (UPST) | 01-Nov-21 | Market Sale (Planned) | 12,498 | $330.02 | $4,124,530.00 | (< 1%) 1.98M to 1.96M | (4%) |
| 05-Oct-21 8:51 PM View: | Upstart Holdings, Inc. (UPST) | 01-Oct-21 | Market Sale (Planned) | 125,000 | $301.60 | $37,700,400.00 | (1%) 9.72M to 9.6M | 4% |
| 05-Oct-21 8:52 PM View: | Upstart Holdings, Inc. (UPST) | 01-Oct-21 | Market Sale (Planned) | 12,498 | $309.10 | $3,863,070.00 | (< 1%) 1.99M to 1.98M | 6% |
| 03-Sep-21 8:33 PM View: | Upstart Holdings, Inc. (UPST) | 01-Sep-21 | Market Sale (Planned) | 125,000 | $225.43 | $28,179,400.00 | (1%) 11.85M to 11.72M | (6%) |
| 03-Sep-21 8:33 PM View: | Upstart Holdings, Inc. (UPST) | 01-Sep-21 | Market Sale (Planned) | 12,498 | $225.54 | $2,818,760.00 | (< 1%) 11.72M to 11.71M | (6%) |
| 23-Mar-21 6:17 PM View: | Upstart Holdings, Inc. (UPST) | 20-Mar-21 | Grant | 53,243 | -- | -- | < 1% 11.79M to 11.85M | |
| 21-Dec-20 5:35 PM View: | Upstart Holdings, Inc. (UPST) | 18-Dec-20 | Conversion | 792,840 | -- | -- | 7% 12.0M to 12.79M | |
| 21-Dec-20 5:35 PM View: | Upstart Holdings, Inc. (UPST) | 18-Dec-20 | Sale | 1,000,000 | $18.60 | $18,600,000.00 | (8%) 12.79M to 11.79M |