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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 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   •       •      –    2003-10-20 4 AS $60.78 $4,833,116 D/D (79,300) 2,568 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-10-15 4 OE $9.73 $783,265 D/D 80,500 82,368 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-10-15 4 AS $61.85 $4,988,784 D/D (80,500) 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   •       •      –    2003-10-16 4 AS $61.12 $5,137,854 D/D (83,900) 1,868 -
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   •       •      –    2003-10-07 4 AS $59.88 $5,684,472 D/D (94,600) 49,768 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-09-23 4 AS $60.06 $7,069,602 D/D (117,400) 29,468 -
GSKY Greensky, Inc. Director   –       •      –    2019-01-25 4 D $11.33 $1,410,324 I/I (124,477) 2,191,852 0 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-11-13 4 AS $60.00 $7,748,222 D/D (128,958) 1,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-11-13 4 OE $16.25 $2,095,568 D/D 128,958 130,826 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-10-20 4 OE $9.73 $1,264,900 D/D 130,000 131,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-10-13 4 OE $9.73 $1,362,200 D/D 140,000 141,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-10-07 4 OE $9.73 $1,386,525 D/D 142,500 144,368 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-10-16 4 OE $9.73 $1,405,985 D/D 144,500 146,368 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-09-23 4 OE $9.73 $1,410,850 D/D 145,000 146,868 -
COF Capital One Financial Cor... Vice Chairman   •       •      –    2003-10-23 4 OE $9.73 $1,435,175 D/D 147,500 149,368 -
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   –       •      –    2023-08-14 4 D $0.00 $0 I/I (150,000) 1,564,540 0 -
RELY Remitly Global, Inc. Director   –       •      –    2023-08-14 4 A $0.00 $0 D/D 150,000 183,544 0 -
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   •       •      –    2003-11-03 4 AS $60.60 $10,960,335 D/D (178,000) 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 %
RELY Remitly Global, Inc. Director   –       •      –    2023-08-15 4 D $0.00 $0 I/I (250,300) 1,314,240 0 -
AVDX Avidxchange Holdings, Inc... Director   –       •      –    2021-10-15 4 OE $2.04 $718,129 I/I 352,024 352,024 0 -
  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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