| |
| |
|
| Insider
Information: |
Noto Anthony |
| Relationship: |
Chief Executive Office... |
| City: |
San Francisco |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
3 |
|
| Direct
Shares |
10,400,724 |
|
|
Indirect Shares
|
33,259 |
|
|
| Direct
Value |
$180,449,125 |
|
|
|
Indirect Value
|
$230,152 |
|
|
| Total
Shares |
10,433,983 |
|
|
| Total
Value |
$180,679,278 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
43
|
0
|
|
Stock
price went up :
|
19
|
0
|
| Stock
price went down : |
24
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
 -2.4%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Twitter, Inc. |
TWTR |
COO |
2018-02-12 |
2,308,267 |
|
0 |
Premium* |
|
|
Franklin Resources Inc |
BEN |
Director |
2024-02-06 |
30,188 |
2020-02-11 |
0 |
Premium* |
|
|
SoFi Technologies, Inc |
SOFI |
Chief Executive Office... |
2024-05-23 |
8,062,269 |
2023-05-05 |
33,259 |
Premium* |
|
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|
|
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|
|
|
|
|
Records found :
149 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 4 of 6
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| SOFI |
SoFi Technologies, Inc |
Chief Executive Officer |
• • – |
2022-12-09 |
4 |
B |
$4.36 |
$2,978,021 |
D/D |
682,500 |
4,636,186 |
2.81 |
% |
|
| SOFI |
SoFi Technologies, Inc |
Chief Executive Officer |
• • – |
2022-12-12 |
4 |
B |
$4.29 |
$569,305 |
D/D |
132,600 |
4,768,786 |
2.81 |
% |
|
| SOFI |
SoFi Technologies, Inc |
Chief Executive Officer |
• • – |
2022-12-13 |
4 |
B |
$4.58 |
$1,461,912 |
D/D |
318,965 |
5,087,751 |
2.81 |
% |
|
| SOFI |
SoFi Technologies, Inc |
Chief Executive Officer |
• • – |
2022-12-14 |
4 |
OE |
$0.00 |
$0 |
D/D |
94,854 |
5,182,605 |
0 |
- |
|
| SOFI |
SoFi Technologies, Inc |
Chief Executive Officer |
• • – |
2022-12-14 |
4 |
D |
$4.43 |
$217,039 |
D/D |
(48,993) |
5,133,612 |
0 |
- |
|
| SOFI |
SoFi Technologies, Inc |
Chief Executive Officer |
• • – |
2022-12-15 |
4 |
B |
$4.59 |
$1,033,223 |
D/D |
225,000 |
5,358,612 |
2.81 |
% |
|
| SOFI |
SoFi Technologies, Inc |
Chief Executive Officer |
• • – |
2022-12-16 |
4 |
B |
$4.59 |
$1,378,020 |
D/D |
300,000 |
5,658,612 |
2.81 |
% |
|
| SOFI |
SoFi Technologies, Inc |
Chief Executive Officer |
• • – |
2022-12-27 |
4 |
D |
$4.58 |
$245,616 |
D/D |
(53,628) |
5,706,647 |
0 |
- |
|
| SOFI |
SoFi Technologies, Inc |
Chief Executive Officer |
• • – |
2022-12-27 |
4 |
OE |
$0.00 |
$0 |
D/D |
101,663 |
5,760,275 |
0 |
- |
|
| SOFI |
SoFi Technologies, Inc |
Chief Executive Officer |
• • – |
2023-01-26 |
4 |
D |
$5.79 |
$308,925 |
D/D |
(53,355) |
5,754,956 |
0 |
- |
|
| SOFI |
SoFi Technologies, Inc |
Chief Executive Officer |
• • – |
2023-01-26 |
4 |
OE |
$0.00 |
$0 |
D/D |
101,664 |
5,808,311 |
0 |
- |
|
| SOFI |
SoFi Technologies, Inc |
Chief Executive Officer |
• • – |
2023-02-26 |
4 |
D |
$6.38 |
$335,007 |
D/D |
(52,509) |
5,804,110 |
0 |
- |
|
| SOFI |
SoFi Technologies, Inc |
Chief Executive Officer |
• • – |
2023-02-26 |
4 |
OE |
$0.00 |
$0 |
D/D |
101,663 |
5,856,619 |
0 |
- |
|
| SOFI |
SoFi Technologies, Inc |
Chief Executive Officer |
• • – |
2023-03-10 |
4 |
B |
$5.53 |
$995,094 |
D/D |
180,000 |
5,984,110 |
2.81 |
% |
|
| SOFI |
SoFi Technologies, Inc |
Chief Executive Officer |
• • – |
2023-03-14 |
4 |
D |
$5.49 |
$1,591,869 |
D/D |
(289,958) |
6,255,539 |
0 |
- |
|
| SOFI |
SoFi Technologies, Inc |
Chief Executive Officer |
• • – |
2023-03-14 |
4 |
OE |
$0.00 |
$0 |
D/D |
561,387 |
6,545,497 |
0 |
- |
|
| SOFI |
SoFi Technologies, Inc |
Chief Executive Officer |
• • – |
2023-03-16 |
4 |
B |
$5.39 |
$242,712 |
D/D |
45,000 |
6,300,539 |
2.81 |
% |
|
| SOFI |
SoFi Technologies, Inc |
Chief Executive Officer |
• • – |
2023-05-04 |
4 |
B |
$4.73 |
$236,705 |
D/D |
50,000 |
6,350,539 |
2.81 |
% |
|
| SOFI |
SoFi Technologies, Inc |
Chief Executive Officer |
• • – |
2023-05-05 |
4 |
B |
$5.12 |
$153,513 |
D/D |
30,000 |
6,380,539 |
2.81 |
% |
|
| SOFI |
SoFi Technologies, Inc |
Chief Executive Officer |
• • – |
2023-05-05 |
4 |
B |
$5.03 |
$99,762 |
I/I |
19,833 |
33,259 |
2.66 |
% |
|
| SOFI |
SoFi Technologies, Inc |
Chief Executive Officer |
• • – |
2023-05-15 |
4 |
B |
$4.67 |
$504,706 |
D/D |
108,000 |
6,488,539 |
2.81 |
% |
|
| SOFI |
SoFi Technologies, Inc |
Chief Executive Officer |
• • – |
2023-06-14 |
4 |
D |
$9.54 |
$3,601,331 |
D/D |
(377,498) |
6,841,914 |
0 |
- |
|
| SOFI |
SoFi Technologies, Inc |
Chief Executive Officer |
• • – |
2023-06-14 |
4 |
OE |
$0.00 |
$0 |
D/D |
730,873 |
7,219,412 |
0 |
- |
|
| SOFI |
SoFi Technologies, Inc |
Chief Executive Officer |
• • – |
2023-09-14 |
4 |
D |
$8.80 |
$3,321,991 |
D/D |
(377,499) |
7,195,289 |
0 |
- |
|
| SOFI |
SoFi Technologies, Inc |
Chief Executive Officer |
• • – |
2023-09-14 |
4 |
OE |
$0.00 |
$0 |
D/D |
730,874 |
7,572,788 |
0 |
- |
|
149 Records found
|
|
Page 4 of 6 |
| |
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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|
