person · Reporting owner
Terry Hilliard C. III
Disclosed activity across 5 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ASBURY AUTOMOTIVE GROUP INCABG · Entity 4090 | Director | February 09, 2026 | February 11, 2026 |
| COLUMBIA BANKING SYSTEM, INC.COLB · Entity 707 | Director | May 14, 2026 | May 18, 2026 |
| Electriq Power Holdings, Inc.TLGA · Entity 108160 | Director | January 12, 2022 | January 14, 2022 |
| 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.
ASBURY AUTOMOTIVE GROUP INC
Report date February 09, 2026 · Filed February 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,889 |
Reported balance
After 2026-02-09 transaction · row 1
1 source rowRow 1 · 2026-02-09 · Grant · Acquired 932 · Balance 3,889 F1: Restricted stock award granted as compensation for serving as a member of the Board of Directors of the Issuer. Such award vested immediately upon grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock award granted as compensation for serving as a member of the Board of Directors of the Issuer. Such award vested immediately upon grant.
COLUMBIA BANKING SYSTEM, INC.
Report date May 14, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 55,514 |
Reported balance
After 2026-05-14 transaction · row 1
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 3,949 · Balance 55,514 |
Electriq Power Holdings, Inc.
Report date January 12, 2022 · Filed January 14, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class F Common Stock, par value $0.0001SEC Table II · derivative / convertible security | Direct | 23,188 |
Reported balance
After 2022-01-12 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-01-12 · Sale · Disposed 23,189 · Balance 23,188 F1: The reporting person owned 46,377 shares of Class F Common Stock which are convertible into shares of Class A Common Stock as described under the heading "Description of Securities-Founder Shares" in the issuer's registration statement on Form S-1 (File No. 333-252032). The shares of Class F Common Stock have no expiration date. F2: In connection with the reporting person's resignation as a director of the issuer, TLG Acquisition Founder LLC purchased 23,189 shares of Class F Common Stock of the issuer from the reporting person for $60.00, or approximately $0.003 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person owned 46,377 shares of Class F Common Stock which are convertible into shares of Class A Common Stock as described under the heading "Description of Securities-Founder Shares" in the issuer's registration statement on Form S-1 (File No. 333-252032). The shares of Class F Common Stock have no expiration date.
F2: In connection with the reporting person's resignation as a director of the issuer, TLG Acquisition Founder LLC purchased 23,189 shares of Class F Common Stock of the issuer from the reporting person for $60.00, or approximately $0.003 per share.
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 | 37,432 |
Reported balance
After 2026-05-29 transaction · row 1
1 source rowRow 1 · 2026-05-29 · Grant · Acquired 6,476 · Balance 37,432 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. |
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.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
UMPQUA HOLDINGS CORP
Report date February 28, 2023 · Filed March 01, 2023
Section 16 reporting ended · disclosed 2023-03-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-02-28 transaction · row 1
1 source rowRow 1 · 2023-02-28 · Disposition to issuer · Disposed 66,003 · Balance 0 F1: Disposed of in connection with the Issuer's merger with Columbia Banking System, Inc. and each share of common stock of Issuer converted into the right to receive 0.5958 of a share of common stock of Columbia, having a market value of $17.71 per share of Issuer Common Stock based on the closing price per share of Columbia Common Stock on the last trading day prior to the merger of $29.73 per share. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of Issuer Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of in connection with the Issuer's merger with Columbia Banking System, Inc. and each share of common stock of Issuer converted into the right to receive 0.5958 of a share of common stock of Columbia, having a market value of $17.71 per share of Issuer Common Stock based on the closing price per share of Columbia Common Stock on the last trading day prior to the merger of $29.73 per share. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of Issuer Common Stock.
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 |
|---|---|---|---|---|---|---|
| May 29, 2026 Filed Jun 2, 2026 20:35 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | GrantCommon Stock | 6,476 | $0.00 | $0.00 |
DisclosureSEC source: 0001481735-26-000006 · wk-form4_1780432501.xml · nonDerivative · entry 1 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,432 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 14, 2026 Filed May 18, 2026 21:17 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantCommon Stock | 3,949 | $0.00 | $0.00 |
DisclosureSEC source: 0001481735-26-000003 · wk-form4_1779139021.xml · nonDerivative · entry 1 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,514 Read SEC document |
| February 09, 2026 Filed Feb 11, 2026 22:10 UTC | ASBURY AUTOMOTIVE GROUP INC ABG · Entity 4090 | GrantCommon Stock | 932 | $0.00 | $0.00 |
DisclosureSEC source: 0001144980-26-000019 · wk-form4_1770847830.xml · nonDerivative · entry 1 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,889 F1 · shares: Restricted stock award granted as compensation for serving as a member of the Board of Directors of the Issuer. Such award vested immediately upon grant. Read SEC document |
| May 27, 2025 Filed May 29, 2025 20:52 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | GrantCommon Stock | 4,314 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-028396 · wk-form4_1748551918.xml · nonDerivative · entry 1 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,956 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 15, 2025 Filed May 17, 2025 01:51 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantCommon Stock | 3,382 | $0.00 | $0.00 |
DisclosureSEC source: 0000887343-25-000187 · wk-form4_1747446692.xml · nonDerivative · entry 1 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,565 Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 21:18 UTC | ASBURY AUTOMOTIVE GROUP INC ABG · Entity 4090 | GrantCommon Stock | 713 | $0.00 | $0.00 |
DisclosureSEC source: 0001144980-25-000056 · wk-form4_1740172704.xml · nonDerivative · entry 1 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,957 F1 · shares: Common stock award granted as compensation for serving as a member of the Board of Directors of the Issuer. Read SEC document |
| May 30, 2024 Filed Jun 3, 2024 20:24 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | GrantCommon Stock | 8,278 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-026345 · wk-form4_1717446282.xml · nonDerivative · entry 1 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,642 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 10, 2024 Filed May 14, 2024 22:10 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantCommon Stock | 4,183 | $0.00 | $0.00 |
DisclosureSEC source: 0000887343-24-000223 · wk-form4_1715724640.xml · nonDerivative · entry 1 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,183 Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 22:44 UTC | ASBURY AUTOMOTIVE GROUP INC ABG · Entity 4090 | GrantCommon Stock | 968 | $0.00 | $0.00 |
DisclosureSEC source: 0001144980-24-000062 · wk-form4_1708641863.xml · nonDerivative · entry 1 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,244 F1 · shares: Common stock award granted as compensation for serving as a member of the Board of Directors of the Issuer. Read SEC document |
| January 10, 2024 Filed Jan 12, 2024 21:53 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | GrantCommon Stock | 1,465 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-001263 · wk-form4_1705096399.xml · nonDerivative · entry 1 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,364 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 25, 2023 Filed May 30, 2023 20:34 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | GrantCommon Stock | 9,669 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-020144 · wk-form4_1685478821.xml · nonDerivative · entry 1 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,899 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 18, 2023 Filed May 19, 2023 23:03 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantCommon Stock | 4,028 | $0.00 | $0.00 |
DisclosureSEC source: 0000887343-23-000251 · wf-form4_168453740491567.xml · nonDerivative · entry 1 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,000 Read SEC document |
| March 02, 2023 Filed Mar 3, 2023 23:22 UTC | COLUMBIA BANKING SYSTEM, INC. COLB · Entity 707 | GrantCommon Stock | 648 | $0.00 | $0.00 |
DisclosureSEC source: 0000887343-23-000133 · wf-form4_167788574449841.xml · nonDerivative · entry 1 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,972 Read SEC document |
| February 28, 2023 Filed Mar 1, 2023 19:08 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Disposition to issuerCommon Stock | 66,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-008018 · form4.xml · nonDerivative · entry 1 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Disposed of in connection with the Issuer's merger with Columbia Banking System, Inc. and each share of common stock of Issuer converted into the right to receive 0.5958 of a share of common stock of Columbia, having a market value of $17.71 per share of Issuer Common Stock based on the closing price per share of Columbia Common Stock on the last trading day prior to the merger of $29.73 per share. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of Issuer Common Stock. Read SEC document |
| February 14, 2023 Filed Feb 15, 2023 23:12 UTC Amendment | ASBURY AUTOMOTIVE GROUP INC ABG · Entity 4090 | GrantCommon Stock | 667 | $0.00 | $0.00 |
DisclosureSEC source: 0001144980-23-000057 · wf-form4a_167650275351901.xml · nonDerivative · entry 1 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,276 F1 · date: The original Form 4 inadvertently listed the date of earliest transaction and transaction date as February 14, 2022 instead of February 14, 2023. This Form 4 amendment is being filed to correct this inadvertent error. F2 · shares: Common stock award granted as compensation for serving as a member of the Board of Directors of the Issuer. Read SEC document |
| January 10, 2023 Filed Jan 12, 2023 23:13 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | GrantCommon Stock | 3,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-000982 · wf-form4_167356519419617.xml · nonDerivative · entry 1 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,230 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 18, 2022 Filed May 20, 2022 21:39 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | GrantCommon Stock | 2,209 | $0.00 | $0.00 |
DisclosureSEC source: 0001647639-22-000032 · wf-form4_165308272243252.xml · nonDerivative · entry 1 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,700 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 |
| February 22, 2022 Filed Feb 23, 2022 16:29 UTC | ASBURY AUTOMOTIVE GROUP INC ABG · Entity 4090 | GrantCommon Stock | 609 | $0.00 | $0.00 |
DisclosureSEC source: 0001144980-22-000073 · wf-form4_164563376386852.xml · nonDerivative · entry 1 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 609 F1 · shares: Restricted stock award granted as compensation for serving as a member of the Board of Directors of the Issuer. Such award vested immediately upon grant. Read SEC document |
| February 14, 2022 Filed Feb 15, 2023 21:33 UTC | ASBURY AUTOMOTIVE GROUP INC ABG · Entity 4090 | GrantCommon Stock | 667 | $0.00 | $0.00 |
DisclosureSEC source: 0001144980-23-000041 · wf-form4_167649677130430.xml · nonDerivative · entry 1 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,276 F1 · shares: Common stock award granted as compensation for serving as a member of the Board of Directors of the Issuer. Read SEC document |
| January 12, 2022 Filed Jan 14, 2022 19:01 UTC | Electriq Power Holdings, Inc. TLGA · Entity 108160 | SaleClass F Common Stock, par value $0.0001 · Derivative | 23,189 | $60.00 | $1,391,340.00 |
DisclosureSEC source: 0000899243-22-001972 · doc4.xml · derivative · entry 1 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,188 Underlying: Class A Common Stock, par value $0.0001 · 23,189 shares Expires not disclosed F1 · derivative.exercise_price: The reporting person owned 46,377 shares of Class F Common Stock which are convertible into shares of Class A Common Stock as described under the heading "Description of Securities-Founder Shares" in the issuer's registration statement on Form S-1 (File No. 333-252032). The shares of Class F Common Stock have no expiration date. F2 · kind: In connection with the reporting person's resignation as a director of the issuer, TLG Acquisition Founder LLC purchased 23,189 shares of Class F Common Stock of the issuer from the reporting person for $60.00, or approximately $0.003 per share. F2 · price: In connection with the reporting person's resignation as a director of the issuer, TLG Acquisition Founder LLC purchased 23,189 shares of Class F Common Stock of the issuer from the reporting person for $60.00, or approximately $0.003 per share. F1 · derivative.exercise_date: The reporting person owned 46,377 shares of Class F Common Stock which are convertible into shares of Class A Common Stock as described under the heading "Description of Securities-Founder Shares" in the issuer's registration statement on Form S-1 (File No. 333-252032). The shares of Class F Common Stock have no expiration date. F1 · derivative.expiration_date: The reporting person owned 46,377 shares of Class F Common Stock which are convertible into shares of Class A Common Stock as described under the heading "Description of Securities-Founder Shares" in the issuer's registration statement on Form S-1 (File No. 333-252032). The shares of Class F Common Stock have no expiration date. Read SEC document |
| November 11, 2021 Filed Nov 15, 2021 22:58 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | Exercise / conversionStock Option (Right to buy) · Derivative | 60,000 | $0.00 Strike: $3.80 | $0.00 |
DisclosureSEC source: 0001628280-21-023409 · wf-form4_163701704530018.xml · derivative · entry 20 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,295 Underlying: Common Stock · 60,000 shares Expires 2029-03-29 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 27, 2021. F21 · 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 11, 2021 Filed Nov 15, 2021 22:58 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | SaleCommon Stock | 1,101 | $265.46 | $292,271.68 |
DisclosureSEC source: 0001628280-21-023409 · wf-form4_163701704530018.xml · nonDerivative · entry 19 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,491 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 27, 2021. F20 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $265.25 to $265.70. 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. Read SEC document |
| November 11, 2021 Filed Nov 15, 2021 22:58 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | SaleCommon Stock | 950 | $264.76 | $251,525.99 |
DisclosureSEC source: 0001628280-21-023409 · wf-form4_163701704530018.xml · nonDerivative · entry 18 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,592 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 27, 2021. F19 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $264.24 to $265.00. 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. Read SEC document |
| November 11, 2021 Filed Nov 15, 2021 22:58 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | SaleCommon Stock | 1,867 | $263.76 | $492,446.64 |
DisclosureSEC source: 0001628280-21-023409 · wf-form4_163701704530018.xml · nonDerivative · entry 17 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,542 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 27, 2021. F18 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $263.24 to $264.19. 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. Read SEC document |
| November 11, 2021 Filed Nov 15, 2021 22:58 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | SaleCommon Stock | 500 | $262.35 | $131,174.85 |
DisclosureSEC source: 0001628280-21-023409 · wf-form4_163701704530018.xml · nonDerivative · entry 16 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,409 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 27, 2021. F17 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $262.11 to $262.56. 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. Read SEC document |
| November 11, 2021 Filed Nov 15, 2021 22:58 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | SaleCommon Stock | 800 | $261.20 | $208,958.64 |
DisclosureSEC source: 0001628280-21-023409 · wf-form4_163701704530018.xml · nonDerivative · entry 15 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,909 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 27, 2021. F16 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $261.00 to $261.76. 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. Read SEC document |
| November 11, 2021 Filed Nov 15, 2021 22:58 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | SaleCommon Stock | 800 | $260.48 | $208,387.84 |
DisclosureSEC source: 0001628280-21-023409 · wf-form4_163701704530018.xml · nonDerivative · entry 14 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,709 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 27, 2021. F15 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $260.00 to $260.98. 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. Read SEC document |
| November 11, 2021 Filed Nov 15, 2021 22:58 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | SaleCommon Stock | 200 | $258.78 | $51,756.00 |
DisclosureSEC source: 0001628280-21-023409 · wf-form4_163701704530018.xml · nonDerivative · entry 13 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,509 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 27, 2021. F14 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $258.56 to $259.00. 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. Read SEC document |
| November 11, 2021 Filed Nov 15, 2021 22:58 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | SaleCommon Stock | 1,000 | $257.61 | $257,614.00 |
DisclosureSEC source: 0001628280-21-023409 · wf-form4_163701704530018.xml · nonDerivative · entry 12 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,709 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 27, 2021. F13 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $257.10 to $258.05. 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. Read SEC document |
| November 11, 2021 Filed Nov 15, 2021 22:58 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | SaleCommon Stock | 300 | $255.81 | $76,743.99 |
DisclosureSEC source: 0001628280-21-023409 · wf-form4_163701704530018.xml · nonDerivative · entry 11 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,709 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 27, 2021. F12 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $255.64 to $255.90. 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. Read SEC document |
| November 11, 2021 Filed Nov 15, 2021 22:58 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | SaleCommon Stock | 700 | $254.77 | $178,339.91 |
DisclosureSEC source: 0001628280-21-023409 · wf-form4_163701704530018.xml · nonDerivative · entry 10 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,009 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 27, 2021. F11 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $254.50 to $255.05. 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. Read SEC document |
| November 11, 2021 Filed Nov 15, 2021 22:58 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | SaleCommon Stock | 1,600 | $253.21 | $405,134.56 |
DisclosureSEC source: 0001628280-21-023409 · wf-form4_163701704530018.xml · nonDerivative · entry 9 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,709 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 27, 2021. F10 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $252.92 to $253.72. 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. Read SEC document |
| November 11, 2021 Filed Nov 15, 2021 22:58 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | SaleCommon Stock | 4,148 | $252.36 | $1,046,800.06 |
DisclosureSEC source: 0001628280-21-023409 · wf-form4_163701704530018.xml · nonDerivative · entry 8 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,309 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 27, 2021. F9 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $251.92 to $252.91. 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. Read SEC document |
| November 11, 2021 Filed Nov 15, 2021 22:58 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | SaleCommon Stock | 4,605 | $251.27 | $1,157,113.09 |
DisclosureSEC source: 0001628280-21-023409 · wf-form4_163701704530018.xml · nonDerivative · entry 7 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,457 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 27, 2021. F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $250.80 to $251.775. 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. Read SEC document |
| November 11, 2021 Filed Nov 15, 2021 22:58 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | SaleCommon Stock | 6,863 | $250.20 | $1,717,102.01 |
DisclosureSEC source: 0001628280-21-023409 · wf-form4_163701704530018.xml · nonDerivative · entry 6 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,062 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 27, 2021. F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $249.795 to $250.79. 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. Read SEC document |
| November 11, 2021 Filed Nov 15, 2021 22:58 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | SaleCommon Stock | 15,300 | $249.21 | $3,812,917.59 |
DisclosureSEC source: 0001628280-21-023409 · wf-form4_163701704530018.xml · nonDerivative · entry 5 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,925 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 27, 2021. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $248.79 to $249.785. 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. Read SEC document |
| November 11, 2021 Filed Nov 15, 2021 22:58 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | SaleCommon Stock | 15,484 | $248.37 | $3,845,697.60 |
DisclosureSEC source: 0001628280-21-023409 · wf-form4_163701704530018.xml · nonDerivative · entry 4 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,225 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 27, 2021. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $247.79 to $248.78. 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. Read SEC document |
| November 11, 2021 Filed Nov 15, 2021 22:58 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | SaleCommon Stock | 3,482 | $247.41 | $861,467.00 |
DisclosureSEC source: 0001628280-21-023409 · wf-form4_163701704530018.xml · nonDerivative · entry 3 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,709 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 27, 2021. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $246.79 to $247.735. 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. Read SEC document |
| November 11, 2021 Filed Nov 15, 2021 22:58 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | SaleCommon Stock | 300 | $245.80 | $73,740.99 |
DisclosureSEC source: 0001628280-21-023409 · wf-form4_163701704530018.xml · nonDerivative · entry 2 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,191 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 27, 2021. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $245.72 to $245.97. 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 within the ranges set forth in footnotes (3) through (20) to this Form 4. 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. Read SEC document |
| November 11, 2021 Filed Nov 15, 2021 22:58 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | Exercise / conversionCommon Stock | 60,000 | $3.80 | $228,000.00 |
DisclosureSEC source: 0001628280-21-023409 · wf-form4_163701704530018.xml · nonDerivative · entry 1 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,491 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 27, 2021. 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. Read SEC document |
| May 27, 2021 Filed Jun 1, 2021 20:35 UTC | Upstart Holdings, Inc. UPST · Entity 4306 | GrantCommon Stock | 1,491 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-036848 · doc4.xml · nonDerivative · entry 1 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,491 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 |
| April 20, 2021 Filed Apr 22, 2021 12:30 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 6,551 | $17.47 | $114,445.97 |
DisclosureSEC source: 0001127602-21-014217 · form4.xml · nonDerivative · entry 1 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,003 F1 · shares: RSA granted April 20, 2021, vests 100% on the day before the 2022 annual meeting of shareholders. Read SEC document |
| April 22, 2020 Filed Apr 22, 2020 18:06 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 10,879 | $10.52 | $114,447.08 |
DisclosureSEC source: 0001127602-20-014323 · form4.xml · nonDerivative · entry 1 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,452 F1 · shares: RSA granted April 22, 2020, vests 100% on the day before the 2021 annual meeting of shareholders. Read SEC document |
| November 12, 2019 Filed Nov 14, 2019 17:30 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 978 | $16.74 | $16,371.72 |
DisclosureSEC source: 0001127602-19-032776 · form4.xml · nonDerivative · entry 1 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,573 F1 · shares: Quarterly payment of equity portion of director compensation retainer under 2013 Incentive Plan. Read SEC document |
| August 10, 2019 Filed Aug 13, 2019 15:16 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 999 | $16.38 | $16,363.62 |
DisclosureSEC source: 0001127602-19-026513 · form4.xml · nonDerivative · entry 1 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,595 F1 · shares: Quarterly payment of equity portion of director compensation retainer under 2013 Incentive Plan. Read SEC document |
| May 10, 2019 Filed May 13, 2019 17:31 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 956 | $17.12 | $16,366.72 |
DisclosureSEC source: 0001127602-19-018368 · form4.xml · nonDerivative · entry 1 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,596 F1 · shares: Quarterly payment of equity portion of director compensation retainer; awards of shares made under the shareholder-approved 2013 Incentive Plan. Read SEC document |
| April 18, 2019 Filed Apr 22, 2019 17:27 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 3,509 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-016016 · form4.xml · nonDerivative · entry 1 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,640 F1 · shares: RSA granted 4/18/19 to directors on the Issuer's board of directors. The grant vests 100% on the day before the 2020 Annual Meeting. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 16:40 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 871 | $17.70 | $15,416.70 |
DisclosureSEC source: 0001127602-19-005687 · form4.xml · nonDerivative · entry 1 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,131 F1 · shares: Quarterly payment of equity portion of director compensation retainer; awards of shares made under the shareholder-approved 2013 Incentive Plan. Read SEC document |
| November 13, 2018 Filed Nov 15, 2018 13:24 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 711 | $0.00 | $0.00 |
DisclosureSEC source: 0001077771-18-000150 · edgardoc.xml · nonDerivative · entry 1 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,260 F1 · shares: Quarterly payment of equity portion of director compensation retainer; awards of shares made under the shareholder-approved 2013 Incentive Plan. Read SEC document |
| August 10, 2018 Filed Aug 13, 2018 13:43 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 658 | $0.00 | $0.00 |
DisclosureSEC source: 0001077771-18-000125 · edgardoc.xml · nonDerivative · entry 1 Terry Hilliard C. III · CIK 0001481735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,549 F1 · security: Quarterly payment of equity portion of director compensation retainer; awards of shares made under the shareholder-approved 2013 Incentive Plan. 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.