Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| SoFi Technologies, Inc. | 188,872 | reported | 15 May 2026 | tx 41+1,590,728−719,592 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 14 May 2026 | EXERCISE | SoFi Technologies, Inc. | 45,388 | — | |
| 15 May 2026 | TAX_WITHHOLDING | SoFi Technologies, Inc. | 24,805 | 15.49 USD | |
| 14 May 2026 | EXERCISE | SoFi Technologies, Inc. | 45,388 | 0.00 USD | deriv |
| 16 Mar 2026 | EXERCISE | SoFi Technologies, Inc. | 11,434 | — | |
| 17 Mar 2026 | TAX_WITHHOLDING | SoFi Technologies, Inc. | 6,375 | 17.62 USD | |
| 16 Mar 2026 | EXERCISE | SoFi Technologies, Inc. | 11,434 | 0.00 USD | deriv |
| 11 Mar 2026 | GRANT_AWARD | SoFi Technologies, Inc. | 155,833 | 0.00 USD | deriv |
| 17 Feb 2026 | EXERCISE | SoFi Technologies, Inc. | 45,389 | — | |
| 18 Feb 2026 | TAX_WITHHOLDING | SoFi Technologies, Inc. | 25,420 | 19.62 USD | |
| 17 Feb 2026 | EXERCISE | SoFi Technologies, Inc. | 45,389 | 0.00 USD | deriv |
| 02 Feb 2026 | OTHER | SoFi Technologies, Inc. | 71,500 | — | deriv |
| 15 Dec 2025 | EXERCISE | SoFi Technologies, Inc. | 11,434 | — | |
| 16 Dec 2025 | TAX_WITHHOLDING | SoFi Technologies, Inc. | 6,569 | 26.26 USD | |
| 15 Dec 2025 | EXERCISE | SoFi Technologies, Inc. | 11,434 | 0.00 USD | deriv |
| 21 Nov 2025 | SALE | SoFi Technologies, Inc. | 46,132 | 24.76 USD | |
| 14 Nov 2025 | EXERCISE | SoFi Technologies, Inc. | 45,388 | — | |
| 18 Nov 2025 | TAX_WITHHOLDING | SoFi Technologies, Inc. | 25,808 | 27.61 USD | |
| 14 Nov 2025 | EXERCISE | SoFi Technologies, Inc. | 45,388 | 0.00 USD | deriv |
| 15 Sept 2025 | EXERCISE | SoFi Technologies, Inc. | 11,434 | — | |
| 16 Sept 2025 | TAX_WITHHOLDING | SoFi Technologies, Inc. | 5,743 | 26.99 USD | |
| 15 Sept 2025 | EXERCISE | SoFi Technologies, Inc. | 11,434 | 0.00 USD | deriv |
| 15 Aug 2025 | TAX_WITHHOLDING | SoFi Technologies, Inc. | 24,147 | 22.85 USD | |
| 14 Aug 2025 | EXERCISE | SoFi Technologies, Inc. | 45,389 | — | |
| 14 Aug 2025 | EXERCISE | SoFi Technologies, Inc. | 45,389 | 0.00 USD | deriv |
| 16 Jun 2025 | EXERCISE | SoFi Technologies, Inc. | 11,434 | — |