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Nasdaq · USD

UPST

Upstart Holdings, Inc.

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4306
SEC CIK
0001647639
Parsed reports
489

Last 12 months

Inside the activity.

6 purchase rows · 38 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202527
Dec 202502
Jan 202601
Feb 202605
Mar 202601
Apr 202600
May 2026311
Jun 202601
Jul 202600
Aug 202609
Sep 202611
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
February 20, 2026 Filed Feb 24, 2026 21:46 UTC
Darling ScottChief Legal Officer
OtherCommon Stock 6,638 Not disclosed Not disclosed
Disclosure

SEC source: 0001558259-26-000006 · wk-form4_1771969578.xml · nonDerivative · entry 3

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Indirect · by trust

Disclosed balance after: 32,027

F4 · price: No consideration; change in form of ownership only.

F5 · balance_after: Includes 390 shares acquired on February 13, 2026 under the Issuer's 2020 Employee Stock Purchase Plan.

F6 · ownership.nature: The shares are held by the Darling Family Trust.

Read SEC document
February 20, 2026 Filed Feb 24, 2026 21:46 UTC
Darling ScottChief Legal Officer
OtherCommon Stock 6,638 Not disclosed Not disclosed
Disclosure

SEC source: 0001558259-26-000006 · wk-form4_1771969578.xml · nonDerivative · entry 2

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 79,482

F4 · price: No consideration; change in form of ownership only.

F3 · ownership.direct: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
February 20, 2026 Filed Feb 24, 2026 21:46 UTC
Darling ScottChief Legal Officer
SaleCommon Stock 6,478 $29.85 $193,394.21
Disclosure

SEC source: 0001558259-26-000006 · wk-form4_1771969578.xml · nonDerivative · entry 1

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 86,120

F1 · kind: These shares were sold to cover tax withholding obligations in connection with the vesting of restricted stock units (RSUs).

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.60 to $30.255. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

F3 · ownership.direct: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
February 20, 2026 Filed Feb 24, 2026 21:46 UTC SaleCommon Stock 633 $29.90 $18,924.86
Disclosure

SEC source: 0001833851-26-000002 · wk-form4_1771969607.xml · nonDerivative · entry 1

Mirgorodskaya Natalia · CIK 0001833851 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,155

F1 · kind: These shares were sold to cover tax withholding obligations in connection with the vesting of restricted stock units (RSUs).

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.58 to $30.26. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

F3 · balance_after: Includes 390 shares acquired on February 13, 2026 under the Issuer's 2020 Employee Stock Purchase Plan.

F4 · balance_after: Certain of the securities reported in Column 5 are RSUs. Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
February 20, 2026 Filed Feb 24, 2026 21:47 UTC
Datta SanjayChief Financial Officer
SaleCommon Stock 7,982 $29.86 $238,375.25
Disclosure

SEC source: 0001832808-26-000002 · wk-form4_1771969634.xml · nonDerivative · entry 1

Datta Sanjay · CIK 0001832808 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 276,688

F1 · kind: These shares were sold to cover tax withholding obligations in connection with the vesting of restricted stock units (RSUs).

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.585 to $30.30. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

F3 · balance_after: Includes 390 shares acquired on February 13, 2026 under the Issuer's 2020 Employee Stock Purchase Plan.

F4 · balance_after: Certain of the securities reported in Column 5 are RSUs. Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
January 22, 2026 Filed Jan 23, 2026 22:44 UTC
Darling ScottChief Legal Officer
Exercise / conversionEmployee Stock Option (Right to buy) · Derivative 7,564 $0.00 Strike: $13.22 $0.00
Disclosure

SEC source: 0001558259-26-000004 · wk-form4_1769208293.xml · derivative · entry 3

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 186,963

Underlying: Common Stock · 7,564 shares

Expires 2032-12-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: 1/48 of the shares subject to the option shall vest on January 20, 2023 and at the end of each successive one-month period thereafter, subject to the Reporting Person continuing as a service provider through each such date.

Read SEC document
January 22, 2026 Filed Jan 23, 2026 22:44 UTC
Darling ScottChief Legal Officer
Exercise / conversionCommon Stock 7,564 $13.22 $99,996.08
Disclosure

SEC source: 0001558259-26-000004 · wk-form4_1769208293.xml · nonDerivative · entry 1

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · by trust

Disclosed balance after: 24,999

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.nature: The shares are held by the Darling Family Trust.

Read SEC document
January 12, 2026 Filed Jan 16, 2026 22:27 UTC GrantCommon Stock 834 $0.00 $0.00
Disclosure

SEC source: 0002051703-26-000002 · wk-form4_1768602438.xml · nonDerivative · entry 1

Bernard Peter J · CIK 0002051703 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,916

F1 · shares: These securities are fully vested restricted stock units (RSUs). Each RSU represents a right to receive one share of Common Stock in settlement as soon as practicable after grant. These RSUs were granted, pursuant to a prior election by the Reporting Person, in lieu of an individual annual cash retainer payment for Board service to the Issuer that the Reporting Person would have otherwise received pursuant to the Issuer's Outside Director Compensation Policy.

F2 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
January 12, 2026 Filed Jan 16, 2026 22:26 UTC GrantCommon Stock 1,459 $0.00 $0.00
Disclosure

SEC source: 0001817263-26-000002 · wk-form4_1768602395.xml · nonDerivative · entry 1

Cooper Kerry Whorton · CIK 0001817263 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 25,393

F1 · shares: These securities are fully vested restricted stock units (RSUs). Each RSU represents a right to receive one share of Common Stock in settlement as soon as practicable after grant. These RSUs were granted, pursuant to a prior election by the Reporting Person, in lieu of an individual annual cash retainer payment for Board service to the Issuer that the Reporting Person would have otherwise received pursuant to the Issuer's Outside Director Compensation Policy.

F2 · ownership.nature: These shares are held by the Edward and Kerry Cooper Living Trust, for which the Reporting Person and her spouse serve as co-trustees.

Read SEC document
January 12, 2026 Filed Jan 16, 2026 22:27 UTC GrantCommon Stock 1,168 $0.00 $0.00
Disclosure

SEC source: 0001833761-26-000002 · wk-form4_1768602471.xml · nonDerivative · entry 1

O'Kelly Ciaran · CIK 0001833761 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,008

F1 · shares: These securities are fully vested restricted stock units (RSUs). Each RSU represents a right to receive one share of Common Stock in settlement as soon as practicable after grant. These RSUs were granted, pursuant to a prior election by the Reporting Person, in lieu of an individual annual cash retainer payment for Board service to the Issuer that the Reporting Person would have otherwise received pursuant to the Issuer's Outside Director Compensation Policy.

F2 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
January 05, 2026 Filed Jan 7, 2026 22:10 UTC
Darling ScottChief Legal Officer
Exercise / conversionEmployee Stock Option (Right to buy) · Derivative 1,000 $0.00 Strike: $13.22 $0.00
Disclosure

SEC source: 0001558259-26-000002 · wk-form4_1767823836.xml · derivative · entry 5

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 194,527

Underlying: Common Stock · 1,000 shares

Expires 2032-12-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · derivative.exercise_date: 1/48 of the shares subject to the option shall vest on January 20, 2023 and at the end of each successive one-month period thereafter, subject to the Reporting Person continuing as a service provider through each such date.

Read SEC document
January 05, 2026 Filed Jan 7, 2026 22:10 UTC
Darling ScottChief Legal Officer
SaleCommon Stock 1,000 $50.00 $50,000.00
Disclosure

SEC source: 0001558259-26-000002 · wk-form4_1767823836.xml · nonDerivative · entry 4

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Indirect · by trust

Disclosed balance after: 17,435

F1 · kind: The option exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 30, 2025.

F4 · ownership.nature: The shares are held by the Darling Family Trust.

Read SEC document
January 05, 2026 Filed Jan 7, 2026 22:10 UTC
Darling ScottChief Legal Officer
OtherCommon Stock 1,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001558259-26-000002 · wk-form4_1767823836.xml · nonDerivative · entry 3

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Indirect · by trust

Disclosed balance after: 18,435

F3 · price: No consideration; change in form of ownership only.

F4 · ownership.nature: The shares are held by the Darling Family Trust.

Read SEC document
January 05, 2026 Filed Jan 7, 2026 22:10 UTC
Darling ScottChief Legal Officer
OtherCommon Stock 1,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001558259-26-000002 · wk-form4_1767823836.xml · nonDerivative · entry 2

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 92,598

F3 · price: No consideration; change in form of ownership only.

F2 · ownership.direct: Certain of these securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
January 05, 2026 Filed Jan 7, 2026 22:10 UTC
Darling ScottChief Legal Officer
Exercise / conversionCommon Stock 1,000 $13.22 $13,220.00
Disclosure

SEC source: 0001558259-26-000002 · wk-form4_1767823836.xml · nonDerivative · entry 1

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 93,598

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The option exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 30, 2025.

F2 · ownership.direct: Certain of these securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
December 12, 2025 Filed Dec 16, 2025 21:32 UTC SaleCommon Stock 1,500 $50.00 $75,000.00
Disclosure

SEC source: 0001817263-25-000004 · wk-form4_1765920741.xml · nonDerivative · entry 1

Cooper Kerry Whorton · CIK 0001817263 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 23,934

F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 4, 2025.

F2 · ownership.nature: These shares are held by the Edward and Kerry Cooper Living Trust, for which the Reporting Person and her spouse serve as co-trustees.

Read SEC document
December 12, 2025 Filed Dec 16, 2025 21:30 UTC
Darling ScottChief Legal Officer
Exercise / conversionEmployee Stock Option (Right to buy) · Derivative 2,000 $0.00 Strike: $13.22 $0.00
Disclosure

SEC source: 0001558259-25-000017 · wk-form4_1765920642.xml · derivative · entry 5

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 195,527

Underlying: Common Stock · 2,000 shares

Expires 2032-12-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The option exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 30, 2025.

F5 · derivative.exercise_date: 1/48 of the shares subject to the option shall vest on January 20, 2023 and at the end of each successive one-month period thereafter, subject to the Reporting Person continuing as a service provider through each such date.

Read SEC document
December 12, 2025 Filed Dec 16, 2025 21:30 UTC
Darling ScottChief Legal Officer
SaleCommon Stock 7,392 $50.00 $369,600.00
Disclosure

SEC source: 0001558259-25-000017 · wk-form4_1765920642.xml · nonDerivative · entry 4

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Indirect · by trust

Disclosed balance after: 17,435

F1 · kind: The option exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 30, 2025.

F4 · ownership.nature: The shares are held by the Darling Family Trust.

Read SEC document
December 12, 2025 Filed Dec 16, 2025 21:30 UTC
Darling ScottChief Legal Officer
OtherCommon Stock 2,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001558259-25-000017 · wk-form4_1765920642.xml · nonDerivative · entry 3

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Indirect · by trust

Disclosed balance after: 24,827

F3 · price: No consideration; change in form of ownership only.

F4 · ownership.nature: The shares are held by the Darling Family Trust.

Read SEC document
December 12, 2025 Filed Dec 16, 2025 21:30 UTC
Darling ScottChief Legal Officer
OtherCommon Stock 2,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001558259-25-000017 · wk-form4_1765920642.xml · nonDerivative · entry 2

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 92,598

F3 · price: No consideration; change in form of ownership only.

F2 · ownership.direct: Certain of these securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
December 12, 2025 Filed Dec 16, 2025 21:30 UTC
Darling ScottChief Legal Officer
Exercise / conversionCommon Stock 2,000 $13.22 $26,440.00
Disclosure

SEC source: 0001558259-25-000017 · wk-form4_1765920642.xml · nonDerivative · entry 1

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 94,598

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The option exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 30, 2025.

F2 · ownership.direct: Certain of these securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
November 25, 2025 Filed Nov 26, 2025 21:22 UTC SaleCommon Stock 762 $38.91 $29,649.42
Disclosure

SEC source: 0001833851-25-000005 · wk-form4_1764192123.xml · nonDerivative · entry 1

Mirgorodskaya Natalia · CIK 0001833851 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 26,398

F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 30, 2025.

F2 · balance_after: Certain of these securities listed in Column 5 are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
November 20, 2025 Filed Nov 24, 2025 21:38 UTC
Darling ScottChief Legal Officer
OtherCommon Stock 5,392 Not disclosed Not disclosed
Disclosure

SEC source: 0001558259-25-000015 · wk-form4_1764020290.xml · nonDerivative · entry 4

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · by trust

Disclosed balance after: 22,827

F6 · price: No consideration; change in form of ownership only.

F7 · ownership.nature: The shares are held by the Darling Family Trust.

Read SEC document
November 20, 2025 Filed Nov 24, 2025 21:38 UTC
Darling ScottChief Legal Officer
OtherCommon Stock 5,392 Not disclosed Not disclosed
Disclosure

SEC source: 0001558259-25-000015 · wk-form4_1764020290.xml · nonDerivative · entry 3

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 92,598

F6 · price: No consideration; change in form of ownership only.

F3 · ownership.direct: Certain of these securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

F4 · ownership.direct: This Form 4 reflects the reporting person's unvested RSUs as directly held, correcting prior filings that inadvertently reported such holdings as indirectly held through the Darling Family Trust. All securities remain beneficially owned by the reporting person.

Read SEC document
November 20, 2025 Filed Nov 24, 2025 21:38 UTC
Darling ScottChief Legal Officer
SaleCommon Stock 400 $37.03 $14,810.00
Disclosure

SEC source: 0001558259-25-000015 · wk-form4_1764020290.xml · nonDerivative · entry 2

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 97,990

F1 · kind: These shares were sold to cover tax withholding obligations in connection with the vesting of restricted stock units (RSUs).

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.95 to $37.13. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

F3 · ownership.direct: Certain of these securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

F4 · ownership.direct: This Form 4 reflects the reporting person's unvested RSUs as directly held, correcting prior filings that inadvertently reported such holdings as indirectly held through the Darling Family Trust. All securities remain beneficially owned by the reporting person.

Read SEC document
November 20, 2025 Filed Nov 24, 2025 21:38 UTC
Darling ScottChief Legal Officer
SaleCommon Stock 7,323 $36.55 $267,670.30
Disclosure

SEC source: 0001558259-25-000015 · wk-form4_1764020290.xml · nonDerivative · entry 1

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 98,390

F1 · kind: These shares were sold to cover tax withholding obligations in connection with the vesting of restricted stock units (RSUs).

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.94 to $36.92. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

F3 · ownership.direct: Certain of these securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

F4 · ownership.direct: This Form 4 reflects the reporting person's unvested RSUs as directly held, correcting prior filings that inadvertently reported such holdings as indirectly held through the Darling Family Trust. All securities remain beneficially owned by the reporting person.

Read SEC document
November 20, 2025 Filed Nov 24, 2025 21:36 UTC
Datta SanjayChief Financial Officer
SaleCommon Stock 1,000 $36.99 $36,992.00
Disclosure

SEC source: 0001832808-25-000003 · wk-form4_1764020211.xml · nonDerivative · entry 2

Datta Sanjay · CIK 0001832808 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 284,280

F1 · kind: These shares were sold to cover tax withholding obligations in connection with the vesting of restricted stock units (RSUs).

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.90 to $37.13. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

F3 · balance_after: Certain of the securities reported in Column 5 are RSUs. Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
November 20, 2025 Filed Nov 24, 2025 21:36 UTC
Datta SanjayChief Financial Officer
SaleCommon Stock 12,624 $36.54 $461,331.46
Disclosure

SEC source: 0001832808-25-000003 · wk-form4_1764020211.xml · nonDerivative · entry 1

Datta Sanjay · CIK 0001832808 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 285,280

F1 · kind: These shares were sold to cover tax withholding obligations in connection with the vesting of restricted stock units (RSUs).

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.895 to $36.875. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

F3 · balance_after: Certain of the securities reported in Column 5 are RSUs. Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
November 20, 2025 Filed Nov 24, 2025 21:39 UTC Exercise / conversionEmployee Stock Option (Right to buy) · Derivative 6,900 $0.00 Strike: $1.35 $0.00
Disclosure

SEC source: 0001833851-25-000003 · wk-form4_1764020373.xml · derivative · entry 4

Mirgorodskaya Natalia · CIK 0001833851 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,600

Underlying: Common Stock · 6,900 shares

Expires 2026-12-28

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: All of the shares subject to this option are fully vested and exercisable as of the date hereof.

Read SEC document
November 20, 2025 Filed Nov 24, 2025 21:39 UTC SaleCommon Stock 80 $36.95 $2,956.00
Disclosure

SEC source: 0001833851-25-000003 · wk-form4_1764020373.xml · nonDerivative · entry 3

Mirgorodskaya Natalia · CIK 0001833851 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,160

F2 · kind: These shares were sold to cover tax withholding obligations in connection with the vesting of restricted stock units (RSUs).

F1 · balance_after: Certain of these securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
November 20, 2025 Filed Nov 24, 2025 21:39 UTC SaleCommon Stock 741 $36.58 $27,107.26
Disclosure

SEC source: 0001833851-25-000003 · wk-form4_1764020373.xml · nonDerivative · entry 2

Mirgorodskaya Natalia · CIK 0001833851 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,240

F2 · kind: These shares were sold to cover tax withholding obligations in connection with the vesting of restricted stock units (RSUs).

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.935 to $36.85. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

F1 · balance_after: Certain of these securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
November 20, 2025 Filed Nov 24, 2025 21:39 UTC Exercise / conversionCommon Stock 6,900 $35.58 $245,502.00
Disclosure

SEC source: 0001833851-25-000003 · wk-form4_1764020373.xml · nonDerivative · entry 1

Mirgorodskaya Natalia · CIK 0001833851 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,981

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Certain of these securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
November 11, 2025 Filed Nov 13, 2025 21:31 UTC
Gu PaulDirector · Chief Technology Offier
PurchaseCommon Stock 80,000 $39.23 $3,138,400.00
Disclosure

SEC source: 0001832812-25-000003 · wk-form4_1763069468.xml · nonDerivative · entry 2

Gu Paul · CIK 0001832812 · Director · Chief Technology Offier

10b5-1 filing: No plan indicated

Ownership: Indirect · by LLC

Disclosed balance after: 80,000

F1 · price: This purchase was matchable under Section 16(b) of the Securities Exchange Act of 1934 with a sale of 5,000 shares by the Reporting Person on September 2, 2025. The Reporting Person has remitted the resulting short-swing profits to the Company, which were $148,255.06.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $38.93 to $39.40. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price.

F5 · ownership.nature: The reportable securities are owned directly by JECCO, LLC of which the Reporting Person is a managing member.

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November 11, 2025 Filed Nov 13, 2025 21:31 UTC
Gu PaulDirector · Chief Technology Offier
PurchaseCommon Stock 20,000 $39.22 $784,400.00
Disclosure

SEC source: 0001832812-25-000003 · wk-form4_1763069468.xml · nonDerivative · entry 1

Gu Paul · CIK 0001832812 · Director · Chief Technology Offier

10b5-1 filing: No plan indicated

Ownership: Indirect · by trust

Disclosed balance after: 20,000

F1 · price: This purchase was matchable under Section 16(b) of the Securities Exchange Act of 1934 with a sale of 5,000 shares by the Reporting Person on September 2, 2025. The Reporting Person has remitted the resulting short-swing profits to the Company, which were $148,255.06.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $38.89 to $39.39. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price.

F3 · ownership.nature: The reportable securities are owned by THE GU QIAO FAMILY TRUST, of which the Reporting Person is the trustee.

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October 24, 2025 Filed Oct 29, 2025 00:52 UTC
Darling ScottChief Legal Officer
Exercise / conversionEmployee Stock Option (Right to buy) · Derivative 1,000 $0.00 Strike: $13.22 $0.00
Disclosure

SEC source: 0001558259-25-000013 · wk-form4_1761699132.xml · derivative · entry 3

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 197,527

Underlying: Common Stock · 1,000 shares

Expires 2032-12-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The option exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 30, 2025.

F6 · derivative.exercise_date: 1/48 of the shares subject to the option shall vest on January 20, 2023 and at the end of each successive one-month period thereafter, subject to the Reporting Person continuing as a service provider through each such date.

Read SEC document
October 24, 2025 Filed Oct 29, 2025 00:52 UTC
Darling ScottChief Legal Officer
SaleCommon Stock 1,000 $55.01 $55,012.40
Disclosure

SEC source: 0001558259-25-000013 · wk-form4_1761699132.xml · nonDerivative · entry 2

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Indirect · by trust

Disclosed balance after: 123,148

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.00 to $55.03. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

F1 · acquired: The option exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 30, 2025.

F2 · balance_after: Certain of these securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

F4 · ownership.nature: The shares are held by the Darling Family Trust.

Read SEC document
October 24, 2025 Filed Oct 29, 2025 00:52 UTC
Darling ScottChief Legal Officer
Exercise / conversionCommon Stock 1,000 $13.22 $13,220.00
Disclosure

SEC source: 0001558259-25-000013 · wk-form4_1761699132.xml · nonDerivative · entry 1

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Indirect · by trust

Disclosed balance after: 124,148

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · acquired: The option exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 30, 2025.

F2 · balance_after: Certain of these securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

F3 · balance_after: The number of shares held reflects the transfer of 124,148 shares of Common Stock from the Reporting Person to the Darling Family Trust, under agreement dated September 18, 2025, of which the Reporting Person and his spouse are co-trustees (the "Darling Family Trust").

F4 · ownership.nature: The shares are held by the Darling Family Trust.

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October 01, 2025 Filed Oct 3, 2025 20:39 UTC
Darling ScottChief Legal Officer
Exercise / conversionEmployee Stock Option (Right to buy) · Derivative 1,000 $13.22 Strike: $13.22 $13,220.00
Disclosure

SEC source: 0001558259-25-000005 · wk-form4_1759523963.xml · derivative · entry 3

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 198,527

Underlying: Common Stock · 1,000 shares

Expires 2032-12-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The option exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 30, 2025.

F3 · derivative.exercise_date: 1/48 of the shares subject to the option shall vest on January 20, 2023 and at the end of each successive one-month period thereafter, subject to the Reporting Person continuing as a service provider through each such date.

Read SEC document
October 01, 2025 Filed Oct 3, 2025 20:39 UTC
Darling ScottChief Legal Officer
SaleCommon Stock 1,000 $54.64 $54,640.00
Disclosure

SEC source: 0001558259-25-000005 · wk-form4_1759523963.xml · nonDerivative · entry 2

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 123,898

F1 · kind: The option exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 30, 2025.

Read SEC document
October 01, 2025 Filed Oct 3, 2025 20:39 UTC
Darling ScottChief Legal Officer
Exercise / conversionCommon Stock 1,000 $13.22 $13,220.00
Disclosure

SEC source: 0001558259-25-000005 · wk-form4_1759523963.xml · nonDerivative · entry 1

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 124,898

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The option exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 30, 2025.

F2 · balance_after: Certain of these securities listed in Column 5 are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
September 17, 2025 Filed Sep 19, 2025 20:44 UTC
Darling ScottChief Legal Officer
Exercise / conversionEmployee Stock Option (Right to buy) · Derivative 1,000 $13.22 Strike: $13.22 $13,220.00
Disclosure

SEC source: 0001558259-25-000003 · wk-form4_1758314651.xml · derivative · entry 3

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 199,527

Underlying: Common Stock · 1,000 shares

Expires 2032-12-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The option exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 30, 2025.

F4 · derivative.exercise_date: 1/48 of the shares subject to the option shall vest on January 20, 2023 and at the end of each successive one-month period thereafter, subject to the Reporting Person continuing as a service provider through each such date.

Read SEC document
September 17, 2025 Filed Sep 19, 2025 20:44 UTC
Darling ScottChief Legal Officer
SaleCommon Stock 1,000 $70.01 $70,009.50
Disclosure

SEC source: 0001558259-25-000003 · wk-form4_1758314651.xml · nonDerivative · entry 2

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 123,898

F1 · kind: The option exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 30, 2025.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.00 to $70.01. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
September 17, 2025 Filed Sep 19, 2025 20:44 UTC
Darling ScottChief Legal Officer
Exercise / conversionCommon Stock 1,000 $13.22 $13,220.00
Disclosure

SEC source: 0001558259-25-000003 · wk-form4_1758314651.xml · nonDerivative · entry 1

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 124,898

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The option exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 30, 2025.

F2 · balance_after: Certain of these securities listed in Column 5 are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:41 UTC
Girouard DaveDirector · Chief Executive Officer · 10% owner
Exercise / conversionEmployee Stock Option (Right to buy) · Derivative 41,667 $0.83 Strike: $0.83 $34,583.61
Disclosure

SEC source: 0001832805-25-000003 · wk-form4_1758145275.xml · derivative · entry 10

Girouard Dave · CIK 0001832805 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 835,075

Underlying: Common Stock · 41,667 shares

Expires 2026-09-20

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 29, 2024.

F10 · derivative.exercise_date: All of the shares subject to this option are fully vested and exercisable as of the date hereof.

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:41 UTC
Girouard DaveDirector · Chief Executive Officer · 10% owner
SaleCommon Stock 6,842 $65.41 $447,561.90
Disclosure

SEC source: 0001832805-25-000003 · wk-form4_1758145275.xml · nonDerivative · entry 3

Girouard Dave · CIK 0001832805 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 52,614

F1 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 29, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.35 to $65.59. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:41 UTC
Girouard DaveDirector · Chief Executive Officer · 10% owner
SaleCommon Stock 34,825 $64.84 $2,257,983.35
Disclosure

SEC source: 0001832805-25-000003 · wk-form4_1758145275.xml · nonDerivative · entry 2

Girouard Dave · CIK 0001832805 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 59,456

F1 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 29, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.35 to $65.345. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
September 15, 2025 Filed Sep 17, 2025 21:41 UTC
Girouard DaveDirector · Chief Executive Officer · 10% owner
Exercise / conversionCommon Stock 41,667 $0.83 $34,583.61
Disclosure

SEC source: 0001832805-25-000003 · wk-form4_1758145275.xml · nonDerivative · entry 1

Girouard Dave · CIK 0001832805 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 94,281

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 29, 2024.

Read SEC document
September 03, 2025 Filed Sep 5, 2025 20:37 UTC
Darling ScottChief Legal Officer
Exercise / conversionEmployee Stock Option (Right to buy) · Derivative 4,000 $13.22 Strike: $13.22 $52,880.00
Disclosure

SEC source: 0001647639-25-000120 · wk-form4_1757104654.xml · derivative · entry 3

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 200,527

Underlying: Common Stock · 4,000 shares

Expires 2032-12-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The option exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 30, 2025.

F4 · derivative.exercise_date: 1/48 of the shares subject to the option shall vest on January 20, 2023 and at the end of each successive one-month period thereafter, subject to the Reporting Person continuing as a service provider through each such date.

Read SEC document
September 03, 2025 Filed Sep 5, 2025 20:37 UTC
Darling ScottChief Legal Officer
SaleCommon Stock 4,000 $69.41 $277,653.60
Disclosure

SEC source: 0001647639-25-000120 · wk-form4_1757104654.xml · nonDerivative · entry 2

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 123,898

F1 · kind: The option exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 30, 2025.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.12 to $69.64. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
September 03, 2025 Filed Sep 5, 2025 20:37 UTC
Darling ScottChief Legal Officer
Exercise / conversionCommon Stock 4,000 $13.22 $52,880.00
Disclosure

SEC source: 0001647639-25-000120 · wk-form4_1757104654.xml · nonDerivative · entry 1

Darling Scott · CIK 0001558259 · Chief Legal Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 127,898

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The option exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 30, 2025.

F2 · balance_after: Certain of these securities listed in Column 5 are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.