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Data last updated 2024-11-30 06:31:57 -0600 US CDT

Insider Sentiment

Company Name Sector Industry Shares Outstanding(Mil) 52-week High/Low Period Acq/Dsp Transaction Countb Ids/Sec/Mkt Quantc Acq/Dsp Shares Amountb Acq/Dsp PctSOd
Upstart Holdings, Inc. Finance Consumer Finance Services 91.23
20.6
86.1
78.8
3-month 0 / 35
0 / 551816
0.0 / 0.6
6-month 0 / 64
0 / 786080
0.0 / 0.9

Data last updated 2024-11-30 06:00:18 -0600 US CDT

Major Shareholders

Shareholder Relation Report Date Holding Pct Sharesa Shares(Previous Report Date)a Transactions (3 month)b Transactions (6 month)b
Girouard Dave CEO 2024-11-22 11.8% 10744955 (0.0%, 0.0%) 10749329 (2024-11-19)
C: 0 / 3
S: 0 / 87708
P: NA / 65.5
C: 0 / 4
S: 0 / 91069
P: NA / 64.5
Loeb Daniel S See Footnote (1) 2021-12-03 8.9% 8100000 (-12.8%, NA%) 9300000 (2021-11-26)
Gu Paul Chief Technology Offier 2024-11-27 0.9% 863065 (0.0%, -1.7%) 863065 (2024-11-22)
C: 0 / 7
S: 0 / 270500
P: NA / 59.45
C: 0 / 13
S: 0 / 371564
P: NA / 52.34
Nicoll Alison General Counsel and Secretary 2022-06-28 0.5% 412983 (0.0%, NA%) 412983 (2022-06-10)
Datta Sanjay Chief Financial Officer 2024-11-22 0.3% 310974 (-5.5%, -10.4%) 329593 (2024-11-20)
C: 0 / 13
S: 0 / 36619
P: NA / 59.41
C: 0 / 26
S: 0 / 70424
P: NA / 47.3
Darling Scott Chief Legal Officer 2024-11-27 0.2% 147781 (-1.9%, -14.9%) 150781 (2024-11-22)
C: 0 / 8
S: 0 / 182108
P: NA / 48.44
C: 0 / 12
S: 0 / 231298
P: NA / 46.15
Singh Cassidy Sukhinder Director 2024-06-03 0.0% 28270 (41.4%, NA%) 19992 (2024-01-12)
O'kelly Ciaran Director 2024-06-03 0.0% 26761 (44.8%, NA%) 18483 (2024-01-12)
Cooper Kerry Whorton Director 2024-06-03 0.0% 26739 (44.8%, NA%) 18461 (2024-01-12)
Terry Hilliard C. Iii Director 2024-06-03 0.0% 26642 (45.1%, NA%) 18364 (2024-01-12)
Hentges Mary Director 2024-06-03 0.0% 25733 (47.4%, NA%) 17455 (2024-01-12)
Huber Jeff Director 2024-06-03 0.0% 24815 (50.1%, NA%) 16537 (2024-01-12)

a Total of direct and indirect accounts with percentage change comparing with (previous report, 3 months ago). The latter is NA when no change was found in the last 3 months.
Notice: Shares amount and percentage change 1) do not reflect intraday conversion and execution of derivative securities. 2) may subject to correction on amendment filing.
b Vital&Spontaneous transactions of the past 3 and 6 months, respectively. For acquisitions, code P (open market purchase), L (small acquisition), and I (at discretion of broker) are counted. For dispositions, code S (open market sell), D (sell back to issuer) and I (at discretion of broker) are counted. "C:" count of number of transactions. "S:" shares amount involved in corrresponding transactions. "P:" average per share price of the transactions (for reference only). Horizontal bar chart denotes shares amount of acquisitions and dispositions. Black thin bar is fixed size ruler for easy comparison between reporters.
c Quantile value of transaction count in b among industry peers, sector peers, and the market, respectively.
d Percentage of transaction shares amount to shares outstanding.
Notice: red exclamation mark (!) represents the reporter has Form 4 amendment filings in the latest three reports.

Non-derivative Transactions Chart

Tips: Click legend to show single series     Click any bar to highlight corresponding transaction records      what is this?




Non-derivative Transactions Table      CSV download

Tips: type "code_p" to show transactions with code "P".

Filing Date Transaction Date Operation Date Original Filing Reporter Relation Opr Amounta %(Owned)b ‱(SO)c Avg Prcd Account Type Full Name Code Remain Shares Outstanding (Million)e
2024-11-27 2024-11-25 2024-11-25 4 Gu Paul CHIEF TECHNOLOGY OFFIER dsp 58786.0 6.38 6.44 75.93 Direct Common Stock UPSTART HOLDINGS, INC.

code_S

code  S
863065.0 thumbnail 91.23 (UPST)
2024-11-27 2024-11-25 2024-11-25 4 Gu Paul CHIEF TECHNOLOGY OFFIER acq 58786.0 6.38 6.44 1.17 Direct Common Stock UPSTART HOLDINGS, INC.

code_M

code  M
921851.0 91.23 (UPST)
2024-11-27 2024-11-25 2024-11-25 4 Mirgorodskaya Natalia SEE REMARKS dsp 1411.0 7.05 0.15 77.36 Direct Common Stock UPSTART HOLDINGS, INC.

code_S

code  S
18596.0 91.23 (UPST)
2024-11-27 2024-11-25 2024-11-25 4 Darling Scott CHIEF LEGAL OFFICER dsp 3000.0 1.99 0.33 76.17 Direct Common Stock UPSTART HOLDINGS, INC.

code_S

code  S
147781.0 thumbnail 91.23 (UPST)
2024-11-22 2024-11-20 2024-11-20 4 Datta Sanjay CHIEF FINANCIAL OFFICER dsp 18619.0 5.65 2.04 69.82 Direct Common Stock UPSTART HOLDINGS, INC.

code_S

code  S
310974.0 thumbnail 91.23 (UPST)
2024-11-22 2024-11-20 2024-11-20 to 2024-11-21 4 Gu Paul CHIEF TECHNOLOGY OFFIER dsp 36714.0 4.08 4.02 72.83 Direct Common Stock UPSTART HOLDINGS, INC.

code_S

code  S
863065.0 thumbnail 91.23 (UPST)
2024-11-22 2024-11-20 2024-11-21 4 Gu Paul CHIEF TECHNOLOGY OFFIER acq 21214.0 2.4 2.33 1.17 Direct Common Stock UPSTART HOLDINGS, INC.

code_M

code  M
884279.0 thumbnail 91.23 (UPST)
2024-11-22 2024-11-20 2024-11-20 4 Mirgorodskaya Natalia SEE REMARKS dsp 1511.0 7.02 0.17 69.85 Direct Common Stock UPSTART HOLDINGS, INC.

code_S

code  S
20007.0 thumbnail 91.23 (UPST)
2024-11-22 2024-11-20 2024-11-20 4 Girouard Dave CEO dsp 4374.0 7.11 0.48 69.79 Direct Common Stock UPSTART HOLDINGS, INC.

code_S

code  S
57138.0 thumbnail 91.23 (UPST)
2024-11-22 2024-11-20 4 Girouard Dave CEO holding 8342701.0 0 914.49 0.0 2008 D Common Stock UPSTART HOLDINGS, INC.

code_

NA
91.23 (UPST)
2024-11-22 2024-11-20 4 Girouard Dave CEO holding 546501.0 0 59.9 0.0 Tristen Baird Willard Common Stock UPSTART HOLDINGS, INC.

code_

NA
91.23 (UPST)
2024-11-22 2024-11-20 4 Girouard Dave CEO holding 126057.0 0 13.82 0.0 Tristen Baird Willard Common Stock UPSTART HOLDINGS, INC.

code_

NA
91.23 (UPST)
2024-11-22 2024-11-20 4 Girouard Dave CEO holding 1000000.0 0 109.62 0.0 David J Girouard Common Stock UPSTART HOLDINGS, INC.

code_

NA
91.23 (UPST)
2024-11-22 2024-11-20 4 Girouard Dave CEO holding 546501.0 0 59.9 0.0 Tristen Baird Willard Common Stock UPSTART HOLDINGS, INC.

code_

NA
91.23 (UPST)
2024-11-22 2024-11-20 4 Girouard Dave CEO holding 126057.0 0 13.82 0.0 Tristen Baird Willard Common Stock UPSTART HOLDINGS, INC.

code_

NA
91.23 (UPST)
2024-11-22 2024-11-20 2024-11-20 4 Darling Scott CHIEF LEGAL OFFICER dsp 6390.0 4.07 0.7 69.84 Direct Common Stock UPSTART HOLDINGS, INC.

code_S

code  S
150781.0 thumbnail 91.23 (UPST)
2024-11-20 2024-11-18 2024-11-18 4 Datta Sanjay CHIEF FINANCIAL OFFICER dsp 1500.0 0.45 0.16 68.56 Direct Common Stock UPSTART HOLDINGS, INC.

code_S

code  S
329593.0 91.23 (UPST)
2024-11-19 2024-11-15 2024-11-15 4 Gu Paul CHIEF TECHNOLOGY OFFIER acq 65000.0 6.89 7.13 1.17 Direct Common Stock UPSTART HOLDINGS, INC.

code_M

code  M
943565.0 thumbnail 91.23 (UPST)
2024-11-19 2024-11-15 2024-11-15 4 Gu Paul CHIEF TECHNOLOGY OFFIER dsp 65000.0 6.89 7.13 66.58 Direct Common Stock UPSTART HOLDINGS, INC.

code_S

code  S
878565.0 thumbnail 91.23 (UPST)
2024-11-19 2024-11-15 4 Girouard Dave CEO holding 126057.0 0 13.82 0.0 Tristen Baird Willard Common Stock UPSTART HOLDINGS, INC.

code_

NA
91.23 (UPST)
2024-11-19 2024-11-15 4 Girouard Dave CEO holding 546501.0 0 59.9 0.0 Tristen Baird Willard Common Stock UPSTART HOLDINGS, INC.

code_

NA
91.23 (UPST)
2024-11-19 2024-11-15 4 Girouard Dave CEO holding 546501.0 0 59.9 0.0 Tristen Baird Willard Common Stock UPSTART HOLDINGS, INC.

code_

NA
91.23 (UPST)
2024-11-19 2024-11-15 4 Girouard Dave CEO holding 1000000.0 0 109.62 0.0 David J Girouard Common Stock UPSTART HOLDINGS, INC.

code_

NA
91.23 (UPST)
2024-11-19 2024-11-15 4 Girouard Dave CEO holding 8342701.0 0 914.49 0.0 2008 D Common Stock UPSTART HOLDINGS, INC.

code_

NA
91.23 (UPST)
2024-11-19 2024-11-15 4 Girouard Dave CEO holding 126057.0 0 13.82 0.0 Tristen Baird Willard Common Stock UPSTART HOLDINGS, INC.

code_

NA
91.23 (UPST)
2024-11-19 2024-11-15 2024-11-15 4 Girouard Dave CEO acq 41667.0 40.38 4.57 0.83 Direct Common Stock UPSTART HOLDINGS, INC.

code_M

code  M
103179.0 91.23 (UPST)
2024-11-19 2024-11-15 2024-11-15 4 Girouard Dave CEO dsp 41667.0 40.38 4.57 65.41 Direct Common Stock UPSTART HOLDINGS, INC.

code_S

code  S
61512.0 thumbnail 91.23 (UPST)
2024-11-13 2024-11-11 2024-11-11 4 Datta Sanjay CHIEF FINANCIAL OFFICER dsp 1500.0 0.45 0.16 79.54 Direct Common Stock UPSTART HOLDINGS, INC.

code_S

code  S
331093.0 91.23 (UPST)
2024-11-12 2024-11-08 4 Girouard Dave CEO holding 546501.0 0 59.9 0.0 Tristen Baird Willard Common Stock UPSTART HOLDINGS, INC.

code_

NA
91.23 (UPST)
2024-11-12 2024-11-08 4 Girouard Dave CEO holding 1000000.0 0 109.62 0.0 David J Girouard Common Stock UPSTART HOLDINGS, INC.

code_

NA
91.23 (UPST)

Derivative Transactions Chart

Tips: Click legend to show single series     Click any bar to highlight corresponding transaction records      what is this?






Derivative Transactions Table

Tips: type "code_m" to show transactions with code "M".

Filing Date Transaction Date Operation Date Original Filing Reporter Relation Opr Amounta %(Owned)b ‱(SO)c Avg Prcd Account Type Full Name Code Remain Shares Outstanding (Million)e
2024-11-27 2024-11-25 2024-11-25 4 Gu Paul CHIEF TECHNOLOGY OFFIER dsp 58786.0 26.87 6.44 1.17 Direct Employee Stock Option (Right To Buy) UPSTART HOLDINGS, INC.

code_M

code  M
160000.0 91.23 (UPST)
2024-11-22 2024-11-20 2024-11-21 4 Gu Paul CHIEF TECHNOLOGY OFFIER dsp 21214.0 8.84 2.33 1.17 Direct Employee Stock Option (Right To Buy) UPSTART HOLDINGS, INC.

code_M

code  M
218786.0 thumbnail 91.23 (UPST)
2024-11-19 2024-11-15 2024-11-15 4 Gu Paul CHIEF TECHNOLOGY OFFIER dsp 65000.0 93.41 7.13 1.17 Direct Employee Stock Option (Right To Buy) UPSTART HOLDINGS, INC.

code_M

code  M
4583.0 thumbnail 91.23 (UPST)
2024-11-19 2024-11-15 2024-11-15 4 Girouard Dave CEO dsp 41667.0 3.44 4.57 0.83 Direct Employee Stock Option (Right To Buy) UPSTART HOLDINGS, INC.

code_M

code  M
1168411.0 91.23 (UPST)
2024-11-12 2024-11-08 2024-11-08 4 Girouard Dave CEO dsp 41667.0 3.33 4.57 0.83 Direct Employee Stock Option (Right To Buy) UPSTART HOLDINGS, INC.

code_M

code  M
1210078.0 91.23 (UPST)
2024-11-05 2024-11-01 2024-11-01 4 Darling Scott CHIEF LEGAL OFFICER dsp 16019.0 6.35 1.79 13.22 Direct Employee Stock Option (Right To Buy) UPSTART HOLDINGS, INC.

code_M

code  M
236091.0 thumbnail 89.51 (UPST)
2024-10-15 2024-10-11 2024-10-11 to 2024-10-14 4 Darling Scott CHIEF LEGAL OFFICER dsp 95000.0 27.37 10.61 13.22 Direct Employee Stock Option (Right To Buy) UPSTART HOLDINGS, INC.

code_M

code  M
252110.0 thumbnail 89.51 (UPST)
2024-10-15 2024-10-11 2024-10-11 to 2024-10-14 4 Mirgorodskaya Natalia CORPORATE CONTROLLER dsp 5000.0 100.0 0.56 1.17 Direct Employee Stock Option (Right To Buy) UPSTART HOLDINGS, INC.

code_M

code  M
0.0 thumbnail 89.51 (UPST)
2024-10-15 2024-10-14 2024-10-14 4 Gu Paul CHIEF TECHNOLOGY OFFIER dsp 20000.0 80.0 2.23 1.17 Direct Employee Stock Option (Right To Buy) UPSTART HOLDINGS, INC.

code_M

code  M
5000.0 89.51 (UPST)
2024-10-08 2024-10-04 2024-10-04 4 Darling Scott CHIEF LEGAL OFFICER dsp 1300.0 0.37 0.15 13.22 Direct Employee Stock Option (Right To Buy) UPSTART HOLDINGS, INC.

code_M

code  M
347110.0 89.51 (UPST)
2024-10-08 2024-10-04 2024-10-04 4 Gu Paul CHIEF TECHNOLOGY OFFIER dsp 8800.0 26.04 0.98 1.17 Direct Employee Stock Option (Right To Buy) UPSTART HOLDINGS, INC.

code_M

code  M
25000.0 89.51 (UPST)
2024-10-03 2024-10-01 2024-10-01 4 Gu Paul CHIEF TECHNOLOGY OFFIER dsp 36200.0 51.71 4.04 1.17 Direct Employee Stock Option (Right To Buy) UPSTART HOLDINGS, INC.

code_M

code  M
33800.0 89.51 (UPST)
2024-10-03 2024-10-01 2024-10-01 4 Darling Scott CHIEF LEGAL OFFICER dsp 6200.0 1.75 0.69 13.22 Direct Employee Stock Option (Right To Buy) UPSTART HOLDINGS, INC.

code_M

code  M
348410.0 89.51 (UPST)
2024-09-05 2024-09-03 2024-09-03 4 Gu Paul CHIEF TECHNOLOGY OFFIER dsp 45000.0 39.13 5.03 1.17 Direct Employee Stock Option (Right To Buy) UPSTART HOLDINGS, INC.

code_M

code  M
70000.0 thumbnail 89.51 (UPST)
2024-09-05 2024-09-03 2024-09-03 4 Darling Scott CHIEF LEGAL OFFICER dsp 7500.0 2.07 0.84 13.22 Direct Employee Stock Option (Right To Buy) UPSTART HOLDINGS, INC.

code_M

code  M
354610.0 89.51 (UPST)
2024-09-05 2024-09-03 2024-09-03 4 Mirgorodskaya Natalia CORPORATE CONTROLLER dsp 5000.0 50.0 0.56 1.17 Direct Employee Stock Option (Right To Buy) UPSTART HOLDINGS, INC.

code_M

code  M
5000.0 89.51 (UPST)
2024-09-03 2024-08-29 2024-08-29 4 Mirgorodskaya Natalia CORPORATE CONTROLLER dsp 2000.0 100.0 0.22 0.43 Direct Employee Stock Option (Right To Buy) UPSTART HOLDINGS, INC.

code_M

code  M
0.0 89.51 (UPST)
2024-09-03 2024-08-29 2024-08-29 4 Darling Scott CHIEF LEGAL OFFICER dsp 30000.0 7.65 3.35 13.22 Direct Employee Stock Option (Right To Buy) UPSTART HOLDINGS, INC.

code_M

code  M
362110.0 89.51 (UPST)
2024-08-21 2024-08-19 2024-08-19 4 Darling Scott CHIEF LEGAL OFFICER dsp 15000.0 3.68 1.68 13.22 Direct Employee Stock Option (Right To Buy) UPSTART HOLDINGS, INC.

code_M

code  M
392110.0 89.51 (UPST)
2024-08-21 2024-08-19 2024-08-19 4 Gu Paul CHIEF TECHNOLOGY OFFIER dsp 10000.0 27.88 1.12 1.17 Direct Employee Stock Option (Right To Buy) UPSTART HOLDINGS, INC.

code_M

code  M
25864.0 89.51 (UPST)
2024-08-19 2024-08-15 2024-08-15 4 Gu Paul CHIEF TECHNOLOGY OFFIER dsp 35000.0 49.39 3.91 1.17 Direct Employee Stock Option (Right To Buy) UPSTART HOLDINGS, INC.

code_M

code  M
35864.0 89.51 (UPST)
2024-08-09 2024-08-07 2024-08-07 4 Darling Scott CHIEF LEGAL OFFICER dsp 7500.0 1.81 0.84 13.22 Direct Employee Stock Option (Right To Buy) UPSTART HOLDINGS, INC.

code_M

code  M
407110.0 89.51 (UPST)
2024-08-09 2024-08-07 2024-08-07 4 Mirgorodskaya Natalia CORPORATE CONTROLLER dsp 2500.0 55.56 0.28 0.43 Direct Employee Stock Option (Right To Buy) UPSTART HOLDINGS, INC.

code_M

code  M
2000.0 89.51 (UPST)
2024-07-17 2024-07-15 2024-07-15 4 Gu Paul CHIEF TECHNOLOGY OFFIER dsp 10000.0 12.37 1.14 1.17 Direct Employee Stock Option (Right To Buy) UPSTART HOLDINGS, INC.

code_M

code  M
70864.0 87.88 (UPST)
2024-07-15 2024-07-11 2024-07-11 4 Gu Paul CHIEF TECHNOLOGY OFFIER dsp 10000.0 11.01 1.14 1.17 Direct Employee Stock Option (Right To Buy) UPSTART HOLDINGS, INC.

code_M

code  M
80864.0 87.88 (UPST)
2024-07-03 2024-07-01 2024-07-01 4 Gu Paul CHIEF TECHNOLOGY OFFIER dsp 5000.0 5.22 0.57 1.17 Direct Employee Stock Option (Right To Buy) UPSTART HOLDINGS, INC.

code_M

code  M
90864.0 87.88 (UPST)
2024-06-05 2024-06-03 2024-06-03 4 Gu Paul CHIEF TECHNOLOGY OFFIER dsp 15000.0 13.53 1.71 1.17 Direct Employee Stock Option (Right To Buy) UPSTART HOLDINGS, INC.

code_M

code  M
95864.0 87.88 (UPST)

Form 3      CSV download
Filing Date Date requiring statement Form Type Reporter Relation Amounta ‱(SO)c Avg Excercisable Prcd Account Type Full Name Shares Outstanding (Million)e

a Sum of same type of securities in the form
b Relative to reporter's shares owned before (disposition) or after (acquisition) operation
c Relative to issuer's shares outstanding (1/10000)
d Average price for securities of the same type. Check the original form for detailed prices of multiple transactions
e Documented shares outstanding closest to the transaction date
Note: Corporate may change mapped CIK when merge or spin-off happen. Please report error if the ticker you searched for does not have up-to-date insider trading information.
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