| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| SoFi Technologies, Inc. | Director | Common Stock | 433K | $6.08M | $14.04 | 28 May 2025 | Direct |
| Regional Management Corp. | Director | Common Stock | 138K | $4.3M | $31.08 | 22 May 2025 | Direct |
| Mastercard Inc | Director | Class A Common Stock | 8.38K | $3.68M | $439.52 | 22 Jun 2021 | By Trust |
| Mastercard Inc | Director | Class A Common Stock | 6.71K | $2.95M | $439.52 | 22 Jun 2021 | Direct |
| Regional Management Corp. | Director | Common Stock | 30K | $932K | $31.08 | 22 May 2025 | Indirect |
| SoFi Technologies, Inc. | Director | Restricted Stock Unit | 2.82K | $62.9K | $6.41 | 25 Jul 2025 | Direct |
| SoFi Technologies, Inc. | Director | Prepaid Forward Contract | 384K | 26 Nov 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| SOFI | SoFi Technologies, Inc. | 26 Nov 2025 | 1 | $0 | 4 | Director | 26 Nov 2025, 16:10 |
| SOFI | SoFi Technologies, Inc. | 25 Jul 2025 | 1 | $0 | 4 | Director | 01 Aug 2025, 19:05 |
| SOFI | SoFi Technologies, Inc. | 09 Jun 2025 | 2 | $0 | 4 | Director | 12 Jun 2025, 17:54 |
| SOFI | SoFi Technologies, Inc. | 28 May 2025 | 4 | $0 | 4 | Director | 03 Jun 2025, 18:48 |
| RM | Regional Management Corp. | 22 May 2025 | 1 | $0 | 4 | Director | 27 May 2025, 16:30 |
| SOFI | SoFi Technologies, Inc. | 12 Aug 2024 | 0 | $0 | 4 | Director | 14 Aug 2024, 19:56 |
| RM | Regional Management Corp. | 23 May 2024 | 1 | $0 | 4 | Director | 28 May 2024, 16:30 |
| SOFI | SoFi Technologies, Inc. | 21 May 2024 | 2 | $0 | 4 | Director | 23 Dec 2024, 20:30 |
| SOFI | SoFi Technologies, Inc. | 09 Jan 2024 | 1 | $0 | 4 | Director | 16 Jan 2024, 19:06 |
| SOFI | SoFi Technologies, Inc. | 14 Aug 2023 | 1 | $0 | 4 | Director | 16 Aug 2023, 21:09 |
| SOFI | SoFi Technologies, Inc. | 14 Jun 2023 | 2 | $0 | 4 | Director | 16 Jun 2023, 18:13 |
| RM | Regional Management Corp. | 07 Jun 2023 | 4 | $289K | 4 | Director | 08 Jun 2023, 16:49 |
| RM | Regional Management Corp. | 25 May 2023 | 1 | $0 | 4 | Director | 30 May 2023, 16:52 |
| SOFI | SoFi Technologies, Inc. | 15 Aug 2022 | 1 | $0 | 4 | Director | 17 Aug 2022, 19:11 |
| SOFI | SoFi Technologies, Inc. | 29 Jun 2022 | 2 | $0 | 4 | Director | 01 Jul 2022, 18:37 |
| RM | Regional Management Corp. | 26 May 2022 | 1 | $0 | 4 | Director | 27 May 2022, 16:29 |
| SOFI | SoFi Technologies, Inc. | 22 Nov 2021 | 1 | $0 | 4 | Director | 24 Nov 2021, 15:36 |
| CDAQ | Compass Digital Acquisition Corp. | 14 Oct 2021 | 0 | $0 | 3 | Director | 14 Oct 2021, 21:51 |
| PFTA | PORTAGE FINTECH ACQUISITION CORP. | 20 Jul 2021 | 0 | $0 | 3 | Director | 20 Jul 2021, 21:39 |
| MA | Mastercard Inc | 22 Jun 2021 | 1 | $0 | 4 | Director | 24 Jun 2021, 16:24 |
| RM | Regional Management Corp. | 02 Jun 2021 | 1 | -$120K | 4 | Director | 04 Jun 2021, 16:26 |
| SOFI | SoFi Technologies, Inc. | 28 May 2021 | 5 | $0 | 4 | Director | 02 Jun 2021, 21:20 |
| SOFI | SoFi Technologies, Inc. | 28 May 2021 | 0 | $0 | 3 | Director | 02 Jun 2021, 21:13 |
| RM | Regional Management Corp. | 27 May 2021 | 1 | $0 | 4 | Director | 01 Jun 2021, 16:19 |