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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 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   •       •      –    2003-10-23 4 OE $9.73 $1,435,175 D/D 147,500 149,368 -
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 OE $9.73 $877,646 D/D 90,200 92,068 -
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 OE $9.73 $457,310 D/D 47,000 48,868 -
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 OE $9.73 $2,811,248 D/D 178,000 179,868 -
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   •       •      –    2003-11-06 4 OE $16.25 $1,108,250 D/D 68,200 70,068 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-11-07 4 OE $16.25 $744,250 D/D 45,800 47,668 -
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 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   •       •      –    2003-11-13 4 OE $16.25 $2,095,568 D/D 128,958 130,826 -
GSKY Greensky, Inc. Director   –       •      –    2019-01-25 4 OE $1.08 $1,410,316 I/I 1,304,640 2,316,329 0 -
AVDX Avidxchange Holdings, Inc... Director   –       •      –    2021-10-15 4 OE $2.04 $718,129 I/I 352,024 352,024 0 -
RELY Remitly Global, Inc. Director   –       •      –    2022-03-04 4 OE $0.00 $0 D/D 3,750 3,750 0 -
RELY Remitly Global, Inc. Director   –       •      –    2022-05-25 4 OE $0.00 $0 D/D 1,875 5,625 0 -
RELY Remitly Global, Inc. Director   –       •      –    2022-08-25 4 OE $0.00 $0 D/D 2,902 8,527 0 -
RELY Remitly Global, Inc. Director   –       •      –    2022-11-25 4 OE $0.00 $0 D/D 2,901 11,428 0 -
RELY Remitly Global, Inc. Director   –       •      –    2023-02-25 4 OE $0.00 $0 D/D 2,902 14,330 0 -
RELY Remitly Global, Inc. Director   –       •      –    2023-04-13 4 OE $0.17 $25,500 I/I 150,000 1,714,540 0 -
RELY Remitly Global, Inc. Director   –       •      –    2023-05-25 4 OE $0.00 $0 D/D 2,901 17,231 0 -
RELY Remitly Global, Inc. Director   –       •      –    2023-06-01 4 OE $0.00 $0 D/D 15,759 32,990 0 -
  185  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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