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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   $26,351,396    

Indirect Value

   $50,783,029      
Total Shares   5,398,819      
Total Value   $77,134,426      


Capital One Financial Corp $262,305 Greensky, Inc. $800,047 Remitly Global, Inc. $25,289,045 Capital One Financial Corp $262,305 Greensky, Inc. $800,047 Remitly Global, Inc. $25,289,045
 


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
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   •       •      –    2003-08-25 4 AS $51.28 $549,430 D/D (10,650) 3,218 -
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   •       •      –    2003-08-26 4 OE $9.73 $116,760 D/D 12,000 13,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-08-26 4 AS $51.85 $627,746 D/D (12,000) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-08-27 4 AS $52.24 $946,260 D/D (18,000) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-08-27 4 OE $9.73 $175,140 D/D 18,000 19,868 -
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   •       •      –    2003-08-28 4 AS $51.86 $628,263 D/D (12,000) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-08-29 4 OE $9.73 $175,140 D/D 18,000 19,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-08-29 4 AS $52.65 $956,023 D/D (18,000) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-09-02 4 AS $54.25 $291,730 D/D (5,350) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-09-02 4 AS $53.41 $680,960 D/D (12,650) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-09-02 4 OE $9.73 $175,140 D/D 18,000 14,518 -
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   •       •      –    2003-09-03 4 AS $55.28 $277,488 D/D (5,000) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-09-04 4 OE $9.73 $175,140 D/D 18,000 19,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-09-04 4 AS $53.65 $967,243 D/D (18,000) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-09-05 4 AS $54.96 $132,614 D/D (2,400) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-09-05 4 AS $53.60 $844,629 D/D (15,600) 4,268 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-09-05 4 OE $9.73 $175,140 D/D 18,000 19,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-09-08 4 OE $9.73 $175,140 D/D 18,000 19,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-09-08 4 AS $54.65 $991,024 D/D (18,000) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-09-09 4 AS $54.90 $2,489,357 D/D (45,000) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-09-09 4 OE $9.73 $437,850 D/D 45,000 46,868 -
  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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