| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| PG&E Corp | Director | Common Stock | 75,469 | $1,309,382 | $17.35 | 22 May 2025 | Direct |
| Upstart Holdings, Inc. | Director | Common Stock | 25,393 | $1,110,489 | $43.73 | 12 Jan 2026 | Indirect |
| Upstart Holdings, Inc. | Director | Common Stock | 4,314 | $188,660 | $43.73 | 12 Jan 2026 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| UPST | Upstart Holdings, Inc. | 12 Jan 2026 | 1 | $0 | 4 | Director | 16 Jan 2026, 17:26 |
| UPST | Upstart Holdings, Inc. | 12 Dec 2025 | 1 | -$75,000 | 4 | Director | 16 Dec 2025, 16:32 |
| UPST | Upstart Holdings, Inc. | 02 Sep 2025 | 1 | -$34,605 | 4 | Director | 04 Sep 2025, 17:45 |
| UPST | Upstart Holdings, Inc. | 02 Jun 2025 | 1 | -$23,460 | 4 | Director | 04 Jun 2025, 17:02 |
| UPST | Upstart Holdings, Inc. | 27 May 2025 | 1 | $0 | 4 | Director | 29 May 2025, 16:47 |
| PCG | PG&E Corp | 22 May 2025 | 1 | $0 | 4 | Director | 27 May 2025, 17:13 |
| UPST | Upstart Holdings, Inc. | 03 Mar 2025 | 1 | -$34,045 | 4 | Director | 05 Mar 2025, 16:06 |
| UPST | Upstart Holdings, Inc. | 10 Jan 2025 | 1 | $0 | 4 | Director | 14 Jan 2025, 16:04 |
| UPST | Upstart Holdings, Inc. | 02 Dec 2024 | 1 | -$37,295 | 4 | Director | 04 Dec 2024, 16:12 |
| UPST | Upstart Holdings, Inc. | 30 May 2024 | 1 | $0 | 4 | Director | 03 Jun 2024, 16:32 |
| PCG | PG&E Corp | 17 May 2024 | 1 | $0 | 4 | Director | 21 May 2024, 16:31 |
| UPST | Upstart Holdings, Inc. | 10 Jan 2024 | 1 | $0 | 4 | Director | 12 Jan 2024, 17:00 |
| UPST | Upstart Holdings, Inc. | 25 May 2023 | 1 | $0 | 4 | Director | 30 May 2023, 16:24 |
| PCG | PG&E Corp | 19 May 2023 | 1 | $0 | 4 | Director | 23 May 2023, 12:59 |
| UPST | Upstart Holdings, Inc. | 15 May 2023 | 1 | +$39,851 | 4 | Director | 17 May 2023, 16:06 |
| UPST | Upstart Holdings, Inc. | 10 Jan 2023 | 1 | $0 | 4 | Director | 12 Jan 2023, 17:05 |
| UPST | Upstart Holdings, Inc. | 11 Nov 2022 | 1 | -$41,840 | 4 | Director | 15 Nov 2022, 17:02 |
| PCG | PG&E Corp | 19 May 2022 | 1 | $0 | 4 | Director | 23 May 2022, 20:00 |
| UPST | Upstart Holdings, Inc. | 18 May 2022 | 1 | $0 | 4 | Director | 20 May 2022, 17:38 |
| UPST | Upstart Holdings, Inc. | 10 Jan 2022 | 1 | $0 | 4 | Director | 12 Jan 2022, 18:52 |
| /report/000120919121050704-cooper-kerry-whorton-2021-08-10 | TPB Acquisition Corp I | 10 Aug 2021 | 0 | $0 | 3 | Director | 10 Aug 2021, 19:20 |
| UPST | Upstart Holdings, Inc. | 27 May 2021 | 1 | $0 | 4 | Director | 01 Jun 2021, 16:32 |
| PCG | PG&E Corp | 20 May 2021 | 1 | $0 | 4 | Director | 24 May 2021, 21:41 |