Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PACIFIC GAS & ELECTRIC CoPCG-PREF · Entity 25671 | Director | July 01, 2020 | July 10, 2020 |
| PG&E CorpPCG · Entity 3143 | Director | July 22, 2026 | July 24, 2026 |
| TPB Acquisition Corp ITPBAU · Entity 128004 | Director | August 10, 2021 | August 10, 2021 |
| Upstart Holdings, Inc.UPST · Entity 4306 | Director | May 29, 2026 | June 02, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
PACIFIC GAS & ELECTRIC Co
Report date July 01, 2020 · Filed July 10, 2020
This filing explicitly reported no securities owned.
PG&E Corp
Report date July 22, 2026 · Filed July 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 88,475.45 |
Reported balance
After 2026-07-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-22 · Sale · Disposed 1,250 · Balance 88,475.45 F1: The reported transaction occurred pursuant to a trading plan intended to comply with Rule 10b5-1(c) and adopted on 11/25/2025. F2: This total reflects the acquisition of 122.88 Restricted Stock Units on 7/15/2026 pursuant to a dividend reinvestment feature of the PG&E Corporation 2021 Long-Term Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transaction occurred pursuant to a trading plan intended to comply with Rule 10b5-1(c) and adopted on 11/25/2025.
F2: This total reflects the acquisition of 122.88 Restricted Stock Units on 7/15/2026 pursuant to a dividend reinvestment feature of the PG&E Corporation 2021 Long-Term Incentive Plan.
TPB Acquisition Corp I
Report date August 10, 2021 · Filed August 10, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B ordinary sharesSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2021-08-10 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: As described in the issuer's registration statement on Form S-1 (File No. 333-253325) under the heading "Description of Securities", the Class B ordinary shares, par value $0.0001 per share, will automatically convert into Class A ordinary shares, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to adjustment for share splits, share capitalizations, reorganizations, recapitalizations and the like, and certain anti-dilution rights and have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the issuer's registration statement on Form S-1 (File No. 333-253325) under the heading "Description of Securities", the Class B ordinary shares, par value $0.0001 per share, will automatically convert into Class A ordinary shares, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to adjustment for share splits, share capitalizations, reorganizations, recapitalizations and the like, and certain anti-dilution rights and have no expiration date.
Upstart Holdings, Inc.
Report date May 29, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,476 |
Reported balance
After 2026-05-29 transaction · row 1
1 source rowRow 1 · 2026-05-29 · Grant · Acquired 6,476 · Balance 6,476 F1: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock. 100% of the RSUs shall vest on the earlier of May 29, 2027 or the day prior to the date of the Issuer's 2027 annual meeting of stockholders, subject to the Reporting Person continuing as a service provider through such date. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 2,000 |
Reported balance
Holding disclosure · report date 2026-05-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,000 F2: Shares held in the Reporting Person's Individual Retirement Account (IRA). |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 27,707 |
Reported balance
Holding disclosure · report date 2026-05-29 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 27,707 F3: These shares are held by the Edward and Kerry Cooper Living Trust, for which the Reporting Person and her spouse serve as co-trustees. F4: The number of shares held reflects the deposit of 4,314 shares of Common Stock from the Reporting Person to the Edward and Kerry Cooper Living Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock. 100% of the RSUs shall vest on the earlier of May 29, 2027 or the day prior to the date of the Issuer's 2027 annual meeting of stockholders, subject to the Reporting Person continuing as a service provider through such date.
F2: Shares held in the Reporting Person's Individual Retirement Account (IRA).
F3: These shares are held by the Edward and Kerry Cooper Living Trust, for which the Reporting Person and her spouse serve as co-trustees.
F4: The number of shares held reflects the deposit of 4,314 shares of Common Stock from the Reporting Person to the Edward and Kerry Cooper Living Trust.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 22, 2026 Filed Jul 24, 2026 20:17 UTC | PG&E Corp PCG · Entity 3143 | SaleCommon Stock | 1,250 | $18.00 | $22,500.00 |
DisclosureSEC source: 0001628280-26-049606 · wk-form4_1784924226.xml · nonDerivative · entry 1 Cooper Kerry Whorton · CIK 0001817263 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 88,475.45 F1 · shares: The reported transaction occurred pursuant to a trading plan intended to comply with Rule 10b5-1(c) and adopted on 11/25/2025. F2 · balance_after: This total reflects the acquisition of 122.88 Restricted Stock Units on 7/15/2026 pursuant to a dividend reinvestment feature of the PG&E Corporation 2021 Long-Term Incentive Plan. Read SEC document |
| June 02, 2026 Filed Jun 3, 2026 20:16 UTC | PG&E Corp PCG · Entity 3143 | SaleCommon Stock | 1,250 | $16.50 | $20,625.00 |
DisclosureSEC source: 0001628280-26-040267 · wk-form4_1780517778.xml · nonDerivative · entry 1 Cooper Kerry Whorton · CIK 0001817263 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 89,602.58 F1 · shares: The reported transaction occurred pursuant to a trading plan intended to comply with Rule 10b5-1(c) and adopted on 11/25/2025. Read SEC document |
| May 29, 2026 Filed Jun 2, 2026 20:33 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | GrantCommon Stock | 6,476 | $0.00 | $0.00 |
DisclosureSEC source: 0001817263-26-000004 · wk-form4_1780432402.xml · nonDerivative · entry 1 Cooper Kerry Whorton · CIK 0001817263 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,476 F1 · shares: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock. 100% of the RSUs shall vest on the earlier of May 29, 2027 or the day prior to the date of the Issuer's 2027 annual meeting of stockholders, subject to the Reporting Person continuing as a service provider through such date. Read SEC document |
| May 21, 2026 Filed May 26, 2026 20:40 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 17,639 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-038159 · wk-form4_1779828028.xml · nonDerivative · entry 1 Cooper Kerry Whorton · CIK 0001817263 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,852.58 F1 · shares: Restricted Stock Units (RSUs) granted under the PG&E Corporation 2021 Long Term Incentive Plan (LTIP). RSUs are payable in shares of PG&E Corporation common stock on a one-for-one basis. As described in the LTIP, RSUs vest upon the earliest of one year from the date of grant; the last day of a director's elected term; a director's death, disability, or termination following a change in control; or a change in control in which the acquiror does not assume, continue, or substitute the award. F2 · balance_after: This total reflects the acquisition of 72.80 RSUs on 4/15/2026 pursuant to a dividend reinvestment feature of the PG&E Corporation 2021 LTIP. Read SEC document |
| March 17, 2026 Filed Mar 17, 2026 20:21 UTC | PG&E Corp PCG · Entity 3143 | SaleCommon Stock | 2,500 | $18.68 | $46,700.00 |
DisclosureSEC source: 0001628280-26-018756 · wk-form4_1773778907.xml · nonDerivative · entry 1 Cooper Kerry Whorton · CIK 0001817263 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 73,140.78 F1 · shares: The reported transaction occurred pursuant to a trading plan intended to comply with Rule 10b5-1(c) and adopted on 11/25/2025. F2 · balance_after: This total reflects the acquisition of 50.60 restricted stock units (RSUs) on 7/15/2025, 39.51 RSUs on 10/15/2025, and 83.66 RSUs on 1/15/2026 pursuant to a dividend reinvestment feature of the PG&E Corporation 2021 Long-Term Incentive Plan. Read SEC document |
| January 12, 2026 Filed Jan 16, 2026 22:26 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | GrantCommon Stock | 1,459 | $0.00 | $0.00 |
DisclosureSEC 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 |
| December 12, 2025 Filed Dec 16, 2025 21:32 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | SaleCommon Stock | 1,500 | $50.00 | $75,000.00 |
DisclosureSEC 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 |
| September 02, 2025 Filed Sep 4, 2025 21:45 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | SaleCommon Stock | 500 | $69.21 | $34,605.00 |
DisclosureSEC source: 0001647639-25-000114 · wk-form4_1757022346.xml · nonDerivative · entry 1 Cooper Kerry Whorton · CIK 0001817263 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 25,434 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 August 29, 2024. 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 |
| June 02, 2025 Filed Jun 4, 2025 21:02 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | SaleCommon Stock | 500 | $46.92 | $23,460.00 |
DisclosureSEC source: 0001647639-25-000055 · wk-form4_1749070957.xml · nonDerivative · entry 1 Cooper Kerry Whorton · CIK 0001817263 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 25,934 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 August 29, 2024. 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 |
| May 27, 2025 Filed May 29, 2025 20:47 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | GrantCommon Stock | 4,314 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-028383 · wk-form4_1748551647.xml · nonDerivative · entry 1 Cooper Kerry Whorton · CIK 0001817263 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,314 F1 · shares: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock. 100% of the RSUs shall vest on the earlier of May 27, 2026 or the day prior to the date of the Issuer's 2026 annual meeting of stockholders, subject to the Reporting Person continuing as a service provider through such date. Read SEC document |
| May 22, 2025 Filed May 27, 2025 21:13 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 17,038 | $0.00 | $0.00 |
DisclosureSEC source: 0001004980-25-000113 · wk-form4_1748380422.xml · nonDerivative · entry 1 Cooper Kerry Whorton · CIK 0001817263 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,468.71 F1 · shares: Restricted Stock Units (RSUs) granted under the PG&E Corporation 2021 Long Term Incentive Plan (LTIP). RSUs are payable in shares of PG&E Corporation common stock on a one-for-one basis. As described in the LTIP, RSUs vest upon the earliest of one year from the date of grant; the last day of a director's elected term; a director's death, disability, or termination following a change in control; or a change in control in which the acquiror does not assume, continue, or substitute the award. F2 · balance_after: This total reflects the acquisition of 11.36 RSUs on 7/15/2024, 9.84 RSUs on 10/15/2024, 29.77 RSUs on 1/15/2025 and 27.63 RSUs on 4/15/2025 pursuant to a dividend reinvestment feature of the PG&E Corporation 2021 LTIP. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 21:06 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | SaleCommon Stock | 500 | $68.09 | $34,045.00 |
DisclosureSEC source: 0001628280-25-010410 · wk-form4_1741208805.xml · nonDerivative · entry 1 Cooper Kerry Whorton · CIK 0001817263 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 18,156 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 August 29, 2024. 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 10, 2025 Filed Jan 14, 2025 21:04 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | GrantCommon Stock | 695 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-001491 · wk-form4_1736888643.xml · nonDerivative · entry 1 Cooper Kerry Whorton · CIK 0001817263 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 18,656 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 |
| December 02, 2024 Filed Dec 4, 2024 21:12 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | SaleCommon Stock | 500 | $74.59 | $37,295.00 |
DisclosureSEC source: 0001628280-24-049920 · wk-form4_1733346745.xml · nonDerivative · entry 1 Cooper Kerry Whorton · CIK 0001817263 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 17,961 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 August 29, 2024. 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 |
| May 30, 2024 Filed Jun 3, 2024 20:32 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | GrantCommon Stock | 8,278 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-026367 · wk-form4_1717446749.xml · nonDerivative · entry 1 Cooper Kerry Whorton · CIK 0001817263 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,278 F1 · shares: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock. 100% of the RSUs shall vest on the earlier of May 30, 2025 or the day prior to the date of the Issuer's 2025 annual meeting of stockholders, subject to the Reporting Person continuing as a service provider through such date. Read SEC document |
| May 17, 2024 Filed May 21, 2024 20:31 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 9,677 | $0.00 | $0.00 |
DisclosureSEC source: 0001004980-24-000080 · wk-form4_1716323488.xml · nonDerivative · entry 1 Cooper Kerry Whorton · CIK 0001817263 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,352.11 F1 · shares: Restricted Stock Units (RSUs) granted under the PG&E Corporation 2021 Long Term Incentive Plan (LTIP). RSUs are payable in shares of PG&E Corporation common stock on a one-for-one basis. As described in the LTIP, RSUs vest upon the earliest of one year from the date of grant; the last day of a director's elected term; a director's death, disability, or termination following a change in control; or a change in control in which the acquiror does not assume, continue, or substitute the award. F2 · balance_after: This total reflects the acquisition of 13.07 RSUs on 1/15/24 and 13.04 RSUs on 4/15/24 pursuant to a dividend reinvestment feature of the LTIP. Read SEC document |
| January 10, 2024 Filed Jan 12, 2024 22:00 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | GrantCommon Stock | 666 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-001275 · wk-form4_1705096841.xml · nonDerivative · entry 1 Cooper Kerry Whorton · CIK 0001817263 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 8,792 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 |
| May 25, 2023 Filed May 30, 2023 20:24 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | GrantCommon Stock | 9,669 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-020133 · wk-form4_1685478233.xml · nonDerivative · entry 1 Cooper Kerry Whorton · CIK 0001817263 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,669 F1 · shares: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock. 100% of the RSUs shall vest on the earlier of May 25, 2024 or the day prior to the date of the Issuer's 2024 annual meeting of stockholders, subject to the Reporting Person continuing as a service provider through such date. Read SEC document |
| May 19, 2023 Filed May 23, 2023 16:59 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 10,836 | $0.00 | $0.00 |
DisclosureSEC source: 0001004980-23-000114 · wk-form4_1684861185.xml · nonDerivative · entry 1 Cooper Kerry Whorton · CIK 0001817263 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,649 F1 · shares: Restricted Stock Units (RSUs) granted under the PG&E Corporation 2021 Long Term Incentive Plan (LTIP). RSUs are payable in shares of PG&E Corporation common stock on a one-for-one basis. As described in the LTIP, RSUs vest upon the earliest of one year from the date of grant; the last day of a director's elected term; a director's death, disability, or termination following a change in control; or a change in control in which the acquiror does not assume, continue, or substitute the award. Read SEC document |
| May 15, 2023 Filed May 17, 2023 20:06 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | PurchaseCommon Stock | 2,000 | $19.93 | $39,851.20 |
DisclosureSEC source: 0001628280-23-018669 · wk-form4_1684353985.xml · nonDerivative · entry 1 Cooper Kerry Whorton · CIK 0001817263 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 5,917 F1 · 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 10, 2023 Filed Jan 12, 2023 23:05 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | GrantCommon Stock | 3,149 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-000978 · wf-form4_167356470880033.xml · nonDerivative · entry 1 Cooper Kerry Whorton · CIK 0001817263 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 3,917 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 |
| November 11, 2022 Filed Nov 15, 2022 23:02 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | SaleCommon Stock | 2,000 | $20.92 | $41,840.00 |
DisclosureSEC source: 0001628280-22-030062 · wf-form4_166855332498695.xml · nonDerivative · entry 1 Cooper Kerry Whorton · CIK 0001817263 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 768 F1 · 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 |
| May 19, 2022 Filed May 24, 2022 00:00 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 11,532 | $0.00 | $0.00 |
DisclosureSEC source: 0001004980-22-000092 · wf-form4_165335042415385.xml · nonDerivative · entry 1 Cooper Kerry Whorton · CIK 0001817263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,813 F1 · shares: Restricted Stock Units (RSUs) granted under the PG&E Corporation 2021 Long Term Incentive Plan (LTIP). RSUs are payable in shares of PG&E Corporation common stock on a one-for-one basis. As described in the LTIP, RSUs vest upon the earliest of one year from the date of grant; the last day of a director's elected term; a director's death, disability, or termination following a change in control; or a change in control in which the acquiror does not assume, continue, or substitute the award. Read SEC document |
| May 18, 2022 Filed May 20, 2022 21:38 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | GrantCommon Stock | 2,209 | $0.00 | $0.00 |
DisclosureSEC source: 0001647639-22-000031 · wf-form4_165308270268225.xml · nonDerivative · entry 1 Cooper Kerry Whorton · CIK 0001817263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,977 F1 · shares: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock. 100% of the RSUs shall vest on the earlier of May 18, 2023 or the day prior to the date of the Issuer's 2023 annual meeting of stockholders, subject to the Reporting Person continuing as a service provider through such date. Read SEC document |
| January 10, 2022 Filed Jan 13, 2022 00:52 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | GrantCommon Stock | 177 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-000823 · wf-form4_164203511972757.xml · nonDerivative · entry 1 Cooper Kerry Whorton · CIK 0001817263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,768 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. Read SEC document |
| May 27, 2021 Filed Jun 1, 2021 20:32 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | GrantCommon Stock | 294 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-036843 · doc4.xml · nonDerivative · entry 1 Cooper Kerry Whorton · CIK 0001817263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,591 F1 · shares: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock. 100% of the RSUs shall vest on the earlier of May 27, 2022 or the day prior to the date of the Issuer's 2022 annual meeting of stockholders, subject to the Reporting Person continuing as a service provider through such date. Read SEC document |
| May 20, 2021 Filed May 25, 2021 01:41 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 13,461 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-017951 · form4.xml · nonDerivative · entry 1 Cooper Kerry Whorton · CIK 0001817263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,281 F1 · shares: Restricted Stock Units (RSUs) granted under the PG&E Corporation 2014 Long Term Incentive Plan (LTIP). RSUs are payable in shares of PG&E Corporation common stock on a one-for-one basis. As described in the LTIP, RSUs vest upon the earliest of one year from the date of grant, the last day of a director's elected term, or a director's death, disability, or termination following a change in control. Read SEC document |
| March 15, 2021 Filed Mar 18, 2021 13:20 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | GrantCommon Stock | 2,297 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-021662 · doc4.xml · nonDerivative · entry 1 Cooper Kerry Whorton · CIK 0001817263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,297 F1 · shares: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock. 100% of the RSUs shall vest on March 15, 2022, subject to the Reporting Person continuing as a service provider through such date. Read SEC document |
| August 03, 2020 Filed Aug 5, 2020 20:34 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 12,820 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-022883 · form4.xml · nonDerivative · entry 1 Cooper Kerry Whorton · CIK 0001817263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,820 F1 · shares: Restricted Stock Units (RSUs) granted under the PG&E Corporation 2014 Long-Term Incentive Plan. RSUs are payable in shares of PG&E Corporation stock on a one-for-one basis. 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.