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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   $25,786,594    

Indirect Value

   $50,251,347      
Total Shares   5,398,819      
Total Value   $76,037,941      


Capital One Financial Corp $257,074 Greensky, Inc. $800,047 Remitly Global, Inc. $24,729,473 Capital One Financial Corp $257,074 Greensky, Inc. $800,047 Remitly Global, Inc. $24,729,473
 


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 :
   -29.6%
 -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 5 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   •       •      –    2003-10-31 4 AS $59.84 $1,516,098 D/D (25,000) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-10-31 4 OE $9.73 $243,250 D/D 25,000 26,868 -
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   •       •      –    2003-11-11 4 OE $16.25 $406,250 D/D 25,000 26,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-11-12 4 OE $16.25 $406,250 D/D 25,000 26,868 -
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   •       •      –    2003-09-23 4 AS $60.45 $1,669,745 D/D (27,600) 1,868 -
AVDX Avidxchange Holdings, Inc... Director   –       •      –    2021-10-15 4 D $25.00 $718,150 I/I (28,726) 323,298 0 -
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   •       •      –    2003-09-12 4 AS $57.77 $1,831,055 D/D (31,500) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-09-29 4 OE $9.73 $364,875 D/D 37,500 39,368 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-09-29 4 AS $56.30 $2,134,125 D/D (37,500) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-10-13 4 AS $61.99 $2,401,399 D/D (38,600) 103,268 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-10-13 4 AS $62.89 $2,500,736 D/D (39,700) 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   •       •      –    2003-09-09 4 AS $54.90 $2,489,357 D/D (45,000) 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   •       •      –    2003-11-07 4 OE $16.25 $744,250 D/D 45,800 47,668 -
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   •       •      –    2003-10-29 4 OE $9.73 $457,310 D/D 47,000 48,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-10-07 4 AS $60.41 $2,898,308 D/D (47,900) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-10-20 4 AS $60.50 $3,031,088 D/D (50,000) 81,868 -
RELY Remitly Global, Inc. Director   –       •      –    2023-11-06 4 B $19.81 $990,665 D/D 50,000 1,800,213 2.39 %
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-10-24 4 OE $9.73 $581,854 D/D 59,800 61,668 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-10-24 4 AS $61.98 $3,710,896 D/D (59,800) 1,868 -
  183  Records found
  1   2   3   4   5  6   7   8      
  Page 5 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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