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Nicoll Alison's Form 4 filing

Upstart Holdings, Inc. (UPST) · filed May 19, 2022

Accession no.
0001647639-22-000020
Filed
May 19, 2022
Trade date
May 17-18, 2022
Filing delay
2 days
Rule 10b5-1 plan
Not on the form (before 2023)

This filing lists 18 non-derivative transactions and 2 derivative transactions. Open-market sales total $659.6K. It was filed 2 days after the trade.

Reporting owners

A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.

Reporting owners on this filing
OwnerRelationship to the company
Nicoll AlisonCIK 0001833661Officer (General Counsel and Secretary)

Non-derivative securities (Table I)

Acquisitions and disposals of common stock and similar shares, one row per line on the filing.

Non-derivative transactions
Trade dateSecurityTransactionSharesPriceValueShares afterOwnershipFlags
May 17, 2022Common StockMOption exerciseAcquired+6,900$0.60+$4,140281,055Direct
May 17, 2022Common StockSSaleDisposed−2,500$40.29−$100,725278,555Direct
May 17, 2022Common StockSSaleDisposed−600$41.63−$24,978277,955Direct
May 17, 2022Common StockSSaleDisposed−795$42.33−$33,652.35277,160Direct
May 17, 2022Common StockSSaleDisposed−900$43.84−$39,456276,260Direct
May 17, 2022Common StockSSaleDisposed−1,400$44.73−$62,622274,860Direct
May 17, 2022Common StockSSaleDisposed−600$46.01−$27,606274,260Direct
May 17, 2022Common StockSSaleDisposed−105$46.57−$4,889.85274,155Direct
May 18, 2022Common StockMOption exerciseAcquired+7,500$0.60+$4,500281,655Direct
May 18, 2022Common StockSSaleDisposed−255$43.60−$11,118281,400Direct
May 18, 2022Common StockSSaleDisposed−300$45.15−$13,545281,100Direct
May 18, 2022Common StockSSaleDisposed−600$46.15−$27,690280,500Direct
May 18, 2022Common StockSSaleDisposed−1,300$47.27−$61,451279,200Direct
May 18, 2022Common StockSSaleDisposed−1,045$48.34−$50,515.3278,155Direct
May 18, 2022Common StockSSaleDisposed−1,400$49.27−$68,978276,755Direct
May 18, 2022Common StockSSaleDisposed−1,500$50.43−$75,645275,255Direct
May 18, 2022Common StockSSaleDisposed−900$51.41−$46,269274,355Direct
May 18, 2022Common StockSSaleDisposed−200$52.14−$10,428274,155Direct

Derivative securities (Table II)

Options, warrants, restricted stock units and similar. Shares are the underlying shares; price and value are for the derivative itself, and the holding after is in derivative units.

Derivative transactions
Trade dateSecurityTransactionUnderlying sharesUnit priceValueHeld afterOwnershipFlags
May 17, 2022Common StockMOption exerciseDisposed−6,900$0.00$037,500Direct
May 18, 2022Common StockMOption exerciseDisposed−7,500$0.00$030,000Direct

Footnotes

Livermore does not store Form 4 footnotes. For price ranges, how indirect holdings are held and trading plan details, read the original on SEC EDGAR.

Read the original on SEC EDGAR (opens in a new tab)