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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   $25,862,178    

Indirect Value

   $50,615,898      
Total Shares   5,398,819      
Total Value   $76,478,076      


Capital One Financial Corp $260,455 Greensky, Inc. $800,047 Remitly Global, Inc. $24,801,676 Capital One Financial Corp $260,455 Greensky, Inc. $800,047 Remitly Global, Inc. $24,801,676
 


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 6 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   •       •      –    2003-10-24 4 OE $9.73 $581,854 D/D 59,800 61,668 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-10-27 4 AS $62.61 $533,136 D/D (8,500) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-10-27 4 AS $61.50 $5,051,685 D/D (81,700) 10,368 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-10-27 4 OE $9.73 $877,646 D/D 90,200 92,068 -
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   •       •      –    2003-10-28 4 OE $9.73 $729,750 D/D 75,000 76,868 -
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   •       •      –    2003-10-29 4 OE $9.73 $457,310 D/D 47,000 48,868 -
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   •       •      –    2003-10-31 4 OE $9.73 $243,250 D/D 25,000 26,868 -
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   •       •      –    2003-11-03 4 OE $9.73 $2,811,248 D/D 178,000 179,868 -
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   •       •      –    2003-11-04 4 OE $16.25 $1,218,750 D/D 75,000 76,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-11-05 4 OE $16.25 $1,218,750 D/D 75,000 76,868 -
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   •       •      –    2003-11-06 4 OE $16.25 $1,108,250 D/D 68,200 70,068 -
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   •       •      –    2003-11-10 4 AS $59.50 $861,135 D/D (14,400) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-11-10 4 OE $16.25 $234,000 D/D 14,400 16,268 -
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 AS $59.55 $1,501,795 D/D (25,000) 1,868 -
  183  Records found
  1   2   3   4   5   6  7   8      
  Page 6 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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