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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 7 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   •       •      –    2003-10-13 4 AS $61.99 $2,401,399 D/D (38,600) 103,268 -
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   •       •      –    2003-10-13 4 AS $62.89 $2,500,736 D/D (39,700) 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   •       •      –    2003-11-03 4 OE $9.73 $2,811,248 D/D 178,000 179,868 -
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   •       •      –    2003-10-29 4 AS $63.62 $2,999,780 D/D (47,000) 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 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-10-16 4 AS $60.75 $3,694,607 D/D (60,600) 85,768 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-10-24 4 AS $61.98 $3,710,896 D/D (59,800) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-10-13 4 AS $62.43 $3,870,941 D/D (61,700) 41,568 -
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   •       •      –    2003-10-23 4 AS $60.75 $4,412,521 D/D (71,800) 77,568 -
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   •       •      –    2003-09-18 4 AS $60.45 $4,556,334 D/D (75,000) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-10-08 4 AS $60.37 $4,574,790 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   •       •      –    2003-09-19 4 AS $61.05 $4,616,013 D/D (75,000) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-10-21 4 AS $61.06 $4,620,440 D/D (75,000) 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   •       •      –    2003-10-09 4 AS $61.75 $4,655,830 D/D (75,000) 1,868 -
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   •       •      –    2003-10-23 4 AS $61.98 $4,709,593 D/D (75,700) 1,868 -
RELY Remitly Global, Inc. Director   –       •      –    2023-11-03 4 B $19.27 $4,818,509 D/D 250,000 1,750,213 2.39 %
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-10-20 4 AS $60.78 $4,833,116 D/D (79,300) 2,568 -
  183  Records found
  1   2   3   4   5   6   7  8      
  Page 7 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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