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Insider Information:   Morris Nigel W
Relationship:   Director
City:   Mclean
State:   VA
   
Insider Summary:
  
   
Companies Owned :   4    
Direct Shares   1,895,755    

Indirect Shares

   3,513,444      
Direct Value   $22,424,457    

Indirect Value

   $50,451,923      
Total Shares   5,409,199      
Total Value   $72,876,380      


Capital One Financial Corp $256,551 Greensky, Inc. $800,047 Remitly Global, Inc. $21,367,858 Capital One Financial Corp $256,551 Greensky, Inc. $800,047 Remitly Global, Inc. $21,367,858
 


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 :
   -35.2%
 -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 2024-06-12 1,815,451 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 :    185         Free Registration Required For Full Results.    Limit: 25

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  Page 4 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   •       •      –    2003-10-28 4 AS $62.40 $4,701,216 D/D (75,000) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-10-29 4 AS $63.62 $2,999,780 D/D (47,000) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-10-31 4 AS $59.84 $1,516,098 D/D (25,000) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-11-03 4 AS $60.60 $10,960,335 D/D (178,000) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-11-04 4 AS $61.22 $4,631,311 D/D (75,000) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-11-05 4 AS $61.20 $4,597,815 D/D (75,000) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-11-06 4 AS $60.78 $4,155,130 D/D (68,200) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-11-07 4 AS $60.80 $2,795,955 D/D (45,800) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-11-10 4 AS $59.50 $861,135 D/D (14,400) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-11-11 4 AS $59.50 $1,492,142 D/D (25,000) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-11-12 4 AS $59.55 $1,501,795 D/D (25,000) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-11-13 4 AS $60.00 $7,748,222 D/D (128,958) 1,868 -
GSKY Greensky, Inc. Director   –       •      –    2018-08-10 4 B $15.69 $980,625 D/D 62,500 62,500 2.39 -
RELY Remitly Global, Inc. Director   –       •      –    2023-11-03 4 B $19.27 $4,818,509 D/D 250,000 1,750,213 2.39 %
RELY Remitly Global, Inc. Director   –       •      –    2023-11-06 4 B $19.81 $990,665 D/D 50,000 1,800,213 2.39 %
GSKY Greensky, Inc. Director   –       •      –    2018-05-29 4/A D $0.00 $0 I/I (602,258) 316,653 0 -
GSKY Greensky, Inc. Director   –       •      –    2019-01-25 4 D $11.33 $1,410,324 I/I (124,477) 2,191,852 0 -
AVDX Avidxchange Holdings, Inc... Director   –       •      –    2021-10-15 4 D $25.00 $718,150 I/I (28,726) 323,298 0 -
RELY Remitly Global, Inc. Director   –       •      –    2023-08-14 4 D $0.00 $0 I/I (150,000) 1,564,540 0 -
RELY Remitly Global, Inc. Director   –       •      –    2023-08-15 4 D $0.00 $0 I/I (250,300) 1,314,240 0 -
RELY Remitly Global, Inc. Director   –       •      –    2023-08-18 4 D $0.00 $0 I/I (1,314,240) 0 0 -
RELY Remitly Global, Inc. Director   –       •      –    2021-09-22 3 IO $0.00 $0 I/I 0 345,000 -
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 -
  185  Records found
  1   2   3   4  5   6   7   8      
  Page 4 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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