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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 3 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   •       •      –    2003-09-08 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 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-09-10 4 AS $58.78 $1,228,969 D/D (20,800) 6,068 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-09-10 4 OE $9.73 $243,250 D/D 25,000 26,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-09-10 4 AS $59.81 $251,728 D/D (4,200) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-09-11 4 AS $58.41 $1,084,509 D/D (18,500) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-09-11 4 OE $9.73 $180,005 D/D 18,500 20,368 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-09-12 4 AS $57.77 $1,831,055 D/D (31,500) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-09-12 4 OE $9.73 $306,495 D/D 31,500 33,368 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-09-15 4 AS $58.76 $1,474,975 D/D (25,000) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-09-15 4 OE $9.73 $243,250 D/D 25,000 26,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-09-16 4 AS $59.02 $1,480,281 D/D (25,000) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-09-16 4 OE $9.73 $243,250 D/D 25,000 26,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-09-17 4 AS $59.82 $4,549,397 D/D (75,000) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-09-17 4 OE $9.73 $729,750 D/D 75,000 76,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-09-18 4 AS $60.45 $4,556,334 D/D (75,000) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-09-18 4 OE $9.73 $729,750 D/D 75,000 76,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-09-19 4 AS $61.05 $4,616,013 D/D (75,000) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-09-19 4 OE $9.73 $729,750 D/D 75,000 76,868 -
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   •       •      –    2003-09-22 4 AS $61.10 $305,500 D/D (5,000) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-09-23 4 AS $60.45 $1,669,745 D/D (27,600) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-09-23 4 AS $60.06 $7,069,602 D/D (117,400) 29,468 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-09-23 4 OE $9.73 $1,410,850 D/D 145,000 146,868 -
  183  Records found
  1   2   3  4   5   6   7   8      
  Page 3 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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