Selling by month
Oct 2025 to Oct 2026. Each sale is counted once: under a disclosed plan, else to cover taxes, else no plan disclosed.
Pattern
What the filings show, past 12 months. Nothing here rates or predicts.
- Sold in 5 of the 13 calendar months from Oct 2025 to Oct 2026: Nov 2025, Feb 2026, Mar 2026, May 2026 and Aug 2026.
- Largest single sale: $30K (762 shares) of Upstart on Nov 25, 2025. Filing
- Last sale before this period: Sep 2, 2025.
Roles from filings
Every company we track where this person has filed, newest filing first.
| Company | Title | First filing | Latest filing |
|---|---|---|---|
| Upstart (UPST) | Chief Accounting Officer and Controller | Dec 15, 2020 | Aug 27, 2026 |
Recent filings
The last 5 days with transactions, newest first, one line per trade date. Each number links to an SEC filing.
- Aug 25, 2026, Upstart: sold 913 shares for $27K, under a disclosed plan. 1 filing: 1
- Aug 20, 2026, Upstart: sold 586 shares for $16K, to cover taxes. 1 filing: 1
- May 26, 2026, Upstart: sold 974 shares for $28K, under a disclosed plan. 1 filing: 1
- May 20, 2026, Upstart: sold 526 shares for $15K, to cover taxes. 1 filing: 1
- May 15, 2026, Upstart: 4,600 shares acquired by exercising options. 1 filing: 1
This page shows only what this person reported on SEC ownership filings. See the methodology. Spotted something wrong? Report an error.