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Insider Information:   Morris Nigel W
Relationship:   Director
City:   Mclean
State:   VA
   
Insider Summary:
  
   
Companies Owned :   4    
Direct Shares   1,885,375    

Indirect Shares

   3,513,444      
Direct Value   $25,659,996    

Indirect Value

   $50,346,640      
Total Shares   5,398,819      
Total Value   $76,006,636      


Capital One Financial Corp $256,831 Greensky, Inc. $800,047 Remitly Global, Inc. $24,603,118 Capital One Financial Corp $256,831 Greensky, Inc. $800,047 Remitly Global, Inc. $24,603,118
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    2   
    1    

     Stock price went up :
    0   
    0    
     Stock price went down :
    2   
    1    
   
     Gain/Loss Ratio :
   -2.0   
   -1.0   
     Percentage Gain/Loss :
   -26.7%
 -78.4%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Capital One Financial Corp COF Vice Chairman, Director 2003-11-13 1,868 2003-11-13 107,502    Premium*  
            Greensky, Inc. GSKY Director 2019-03-07 78,436 2019-03-07 2,191,852    Premium*  
            Remitly Global, Inc. RELY Director 2024-05-01 1,805,071 2023-08-18 0    Premium*  
            Avidxchange Holdings, Inc. AVDX Director 2021-10-15 0 2021-10-15 1,214,090    Premium*  
* Premium Members only  

Records found :    183         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 8
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
RELY Remitly Global, Inc. Director   –       •      –    2023-04-13 4 OE $0.17 $25,500 I/I 150,000 1,714,540 0 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-10-20 4 AS $61.10 $42,771 D/D (700) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-09-03 4 OE $9.73 $48,650 D/D 5,000 6,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-09-22 4 OE $9.73 $48,650 D/D 5,000 6,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-08-18 4 AS $50.37 $50,403 D/D (1,000) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-08-25 4 AS $52.09 $70,440 D/D (1,350) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-09-24 4 OE $9.73 $72,975 D/D 7,500 9,368 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-08-07 4 OE $9.73 $97,300 D/D 10,000 11,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-08-08 4 OE $9.73 $97,300 D/D 10,000 11,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-08-11 4 OE $9.73 $97,300 D/D 10,000 11,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-08-12 4 OE $9.73 $97,300 D/D 10,000 11,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-08-14 4 OE $9.73 $97,300 D/D 10,000 11,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-08-15 4 OE $9.73 $97,300 D/D 10,000 11,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-08-18 4 OE $9.73 $97,300 D/D 10,000 11,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-10-10 4 OE $9.73 $97,300 D/D 10,000 11,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-08-13 4 OE $9.73 $111,895 D/D 11,500 13,368 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-08-20 4 OE $9.73 $116,760 D/D 12,000 13,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-08-21 4 OE $9.73 $116,760 D/D 12,000 13,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-08-22 4 OE $9.73 $116,760 D/D 12,000 13,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-08-25 4 OE $9.73 $116,760 D/D 12,000 13,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-08-26 4 OE $9.73 $116,760 D/D 12,000 13,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-08-28 4 OE $9.73 $116,760 D/D 12,000 13,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-08-19 4 OE $9.73 $121,625 D/D 12,500 14,368 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-09-26 4 OE $9.73 $121,625 D/D 12,500 14,368 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-09-05 4 AS $54.96 $132,614 D/D (2,400) 1,868 -
  183  Records found
  1   2  3   4   5   6   7   8      
  Page 2 of 8  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed
 
 
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