Every SEC Form 3/4/5 on record for this filer (CIK 1833851) — 1 issuer, 92 transactions. Section-16 filings only: what they filed, not a biography, and titles are as filed on their latest form at each issuer.
| Ticker | Company | Role as filed | On file | Forms | Open-market net |
|---|---|---|---|---|---|
| UPST | Upstart Holdings, Inc. | See Remarks | 2020-12-15 → 2026-05-27 | 61 | −$7M |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| UPST | 2026-05-26 | Sell | 974 | $28.99 | $28,236 | 37,374 |
| UPST | 2026-05-20 | Sell | 526 | $28.77 | $15,133 | 38,348 |
| UPST | 2026-03-02 | Sell | 390 | $26.02 | $10,148 | 34,274 |
| UPST | 2026-02-25 | Sell | 866 | $28.79 | $24,932 | 25,289 |
| UPST | 2026-02-20 | Sell | 633 | $29.90 | $18,927 | 26,155 |
| UPST | 2025-11-25 | Sell | 762 | $38.91 | $29,649 | 26,398 |
| UPST | 2025-11-20 | Sell | 80 | $36.95 | $2,956 | 27,160 |
| UPST | 2025-11-20 | Sell | 741 | $36.58 | $27,106 | 27,240 |
1 of 1 issuers are covered and open a security page; the rest are on file here only.