| |
| |
|
| Insider
Information: |
Cooper Kerry Whorton |
| Relationship: |
Director |
| City: |
San Francisco |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
58,318 |
|
|
Indirect Shares
|
8,792 |
|
|
| Direct
Value |
$1,080,135 |
|
|
|
Indirect Value
|
$206,700 |
|
|
| Total
Shares |
67,110 |
|
|
| Total
Value |
$1,286,835 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
0
|
|
Stock
price went up :
|
|
|
| Stock
price went down : |
|
|
| |
|
|
|
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  |
 |
PG&E Corp |
PCG |
Director |
2023-05-19 |
48,649 |
2020-08-03 |
0 |
Premium* |
|
|
Upstart Holdings, Inc. |
UPST |
Director |
2024-01-10 |
9,669 |
2024-01-10 |
8,792 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
13 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
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 |
| UPST |
Upstart Holdings, Inc. |
Director |
– • – |
2024-01-10 |
4 |
A |
$0.00 |
$0 |
I/I |
666 |
8,792 |
0 |
- |
|
| UPST |
Upstart Holdings, Inc. |
Director |
– • – |
2023-05-25 |
4 |
A |
$0.00 |
$0 |
D/D |
9,669 |
9,669 |
0 |
- |
|
| PCG |
PG&E Corp |
Director |
– • – |
2023-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
10,836 |
48,649 |
0 |
- |
|
| UPST |
Upstart Holdings, Inc. |
Director |
– • – |
2023-05-15 |
4 |
B |
$19.93 |
$39,851 |
I/I |
2,000 |
5,917 |
2.1 |
% |
|
| UPST |
Upstart Holdings, Inc. |
Director |
– • – |
2023-01-10 |
4 |
A |
$0.00 |
$0 |
I/I |
3,149 |
3,917 |
0 |
- |
|
| UPST |
Upstart Holdings, Inc. |
Director |
– • – |
2022-11-11 |
4 |
S |
$20.92 |
$41,840 |
I/I |
(2,000) |
768 |
0 |
% |
|
| PCG |
PG&E Corp |
Director |
– • – |
2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
11,532 |
37,813 |
0 |
- |
|
| UPST |
Upstart Holdings, Inc. |
Director |
– • – |
2022-05-18 |
4 |
A |
$0.00 |
$0 |
D/D |
2,209 |
4,977 |
0 |
- |
|
| UPST |
Upstart Holdings, Inc. |
Director |
– • – |
2022-01-10 |
4 |
A |
$0.00 |
$0 |
D/D |
177 |
2,768 |
0 |
- |
|
| UPST |
Upstart Holdings, Inc. |
Director |
– • – |
2021-05-27 |
4 |
A |
$0.00 |
$0 |
D/D |
294 |
2,591 |
0 |
- |
|
| PCG |
PG&E Corp |
Director |
• • – |
2021-05-20 |
4 |
A |
$0.00 |
$0 |
D/D |
13,461 |
26,281 |
0 |
- |
|
| UPST |
Upstart Holdings, Inc. |
Director |
– • – |
2021-03-15 |
4 |
A |
$0.00 |
$0 |
D/D |
2,297 |
2,297 |
0 |
- |
|
| PCG |
PG&E Corp |
Director |
• • – |
2020-08-03 |
4 |
A |
$0.00 |
$0 |
D/D |
12,820 |
12,820 |
0 |
- |
|
13 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 |
| |
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