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Insider Information:   Morris John C.
Relationship:   Director
City:   San Francisco
State:   CA
   
Insider Summary:
  
   
Companies Owned :   5    
Direct Shares   616,754    

Indirect Shares

  4,891,388      
Direct Value   $12,342,721    

Indirect Value

  $34,214,105      
Total Shares   5,508,142      
Total Value   $46,556,826      


Visa Inc
 $9,421,869 Lendingclub Corp
 $613,165 Payoneer Global Inc.
 $2,307,687 Visa Inc
 $9,421,869 Lendingclub Corp
 $613,165 Payoneer Global Inc.
 $2,307,687
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    0    

     Stock price went up :

    0   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Visa Inc V Advisor to the CEO 2009-11-05 34,325 2008-03-25 0    Premium*  
            Virtu Financial Inc VIRT Director 2017-07-20 0 2017-07-20 0    Premium*  
            Lendingclub Corp LC Director 2023-10-31 199,728 2014-12-16 0    Premium*  
            Payoneer Global Inc. PAYO Director 2022-06-13 382,701 2021-06-25 3,899,994    Premium*  
            Avidxchange Holdings, Inc. AVDX Director 2021-10-15 0 2021-10-15 991,394    Premium*  
* Premium Members only  

Records found :    25         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 1
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
LC Lendingclub Corp Director   •       •      –    2023-10-31 4 B $5.23 $52,283 D/D 10,000 183,667 2.39 -
LC Lendingclub Corp Director   •       •      –    2023-06-08 4 A $0.00 $0 D/D 21,414 21,414 0 -
LC Lendingclub Corp Director   •       •      –    2022-12-23 4 D $3.48 $183,848 D/D (52,906) 162,102 0 -
LC Lendingclub Corp Director   •       •      –    2022-12-23 4 OE $3.48 $458,700 D/D 132,000 215,008 0 -
PAYO Payoneer Global Inc. Director   –       •      –    2022-06-13 4 D $0.00 $0 D/D (3,517,293) 382,701 0 -
LC Lendingclub Corp Director   •       •      –    2022-06-02 4 A $0.00 $0 D/D 12,423 12,423 0 -
AVDX Avidxchange Holdings, Inc... Director   –       •      –    2021-10-15 4 A $0.00 $0 I/I 668,096 991,394 0 -
AVDX Avidxchange Holdings, Inc... Director   –       •      –    2021-10-15 4 D $25.00 $718,150 I/I (28,726) 323,298 0 -
AVDX Avidxchange Holdings, Inc... Director   –       •      –    2021-10-15 4 OE $2.04 $718,129 I/I 352,024 352,024 0 -
LC Lendingclub Corp Director   •       •      –    2021-09-24 4 A $0.00 $0 D/D 1,775 1,775 0 -
PAYO Payoneer Global Inc. Director   –       •      –    2021-06-25 4 A $0.00 $0 I/I 3,899,994 3,899,994 0 -
LC Lendingclub Corp Director   •       •      –    2021-06-01 4 A $0.00 $0 D/D 10,933 10,933 0 -
LC Lendingclub Corp Director   •       •      –    2020-05-28 4 A $0.00 $0 D/D 25,952 25,952 0 -
LC Lendingclub Corp Director   •       •      –    2019-06-05 4 A $0.00 $0 D/D 50,336 50,336 0 -
LC Lendingclub Corp Director   •       •      –    2018-05-31 4 A $0.00 $0 D/D 60,791 60,791 0 -
LC Lendingclub Corp Director   •       •      –    2018-03-01 4 B $3.71 $37,082 D/D 10,000 44,217 2.39 -
VIRT Virtu Financial Inc Director   –       •      –    2017-07-20 4 D $20.00 $80,460 D/D (4,023) 0 0 -
VIRT Virtu Financial Inc Director   –       •      –    2017-07-20 4 D $20.00 $405,340 I/I (20,267) 0 0 -
LC Lendingclub Corp Director   •       •      –    2017-06-06 4 A $0.00 $0 D/D 35,336 35,336 0 -
VIRT Virtu Financial Inc Director   –       •      –    2017-05-12 4 OE $0.00 $0 D/D 6,089 20,267 0 -
VIRT Virtu Financial Inc Director   –       •      –    2017-05-12 4 OE $0.00 $0 D/D 6,089 4,023 0 -
VIRT Virtu Financial Inc Director   –       •      –    2017-05-11 4 A $19.89 $80,017 D/D 4,023 10,112 0 -
VIRT Virtu Financial Inc Director   –       •      –    2016-05-12 4 A $13.14 $80,009 D/D 6,089 6,089 0 -
LC Lendingclub Corp Director   •       •      –    2016-02-16 4 B $8.04 $80,394 D/D 10,000 34,217 2.81 -
LC Lendingclub Corp Director   •       •      –    2015-06-15 4 A $0.00 $0 D/D 11,717 24,217 0 -

  25  Records found
  1     
  Page 1 of 1  
 
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