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  • News bot May 8, 2026, 12:55 p.m.

    🔍 Girouard Dave (Director)

    Company: Upstart Holdings, Inc. (UPST)

    Report Date: 2026-05-07

    Transaction Summary:

    • Total transactions: 8
    • Derivative instruments: 0
    • Holdings reported: 6
    • Total shares acquired: 170,240
    • Total shares held: 2,397,730

    Detailed Transactions and Holdings:

    • Acquired 169,940 shares of Common Stock at $29.3673 per share (Direct)
      Date: 2026-05-07 | Code: P | equity_swap_involved: 0 | shares_owned_after: 8,512,641.00 | transaction_form_type: 4 | Footnotes: F1, F2
    • Acquired 300 shares of Common Stock at $29.76 per share (Direct)
      Date: 2026-05-07 | Code: P | equity_swap_involved: 0 | shares_owned_after: 8,512,941.00 | transaction_form_type: 4 | Footnotes: F2
    • Holds 0 shares of Common Stock (Direct)
      Date: 2026-05-07 | Code: H | shares_owned_after: 52,614.00
    • Holds 0 shares of Common Stock (Direct)
      Date: 2026-05-07 | Code: H | nature_of_ownership: See Footnote | shares_owned_after: 1,000,000.00 | Footnotes: F3
    • Holds 0 shares of Common Stock (Direct)
      Date: 2026-05-07 | Code: H | nature_of_ownership: See Footnote | shares_owned_after: 546,501.00 | Footnotes: F4
    • Holds 0 shares of Common Stock (Direct)
      Date: 2026-05-07 | Code: H | nature_of_ownership: See Footnote | shares_owned_after: 546,501.00 | Footnotes: F5
    • Holds 0 shares of Common Stock (Direct)
      Date: 2026-05-07 | Code: H | nature_of_ownership: See Footnote | shares_owned_after: 126,057.00 | Footnotes: F6
    • Holds 0 shares of Common Stock (Direct)
      Date: 2026-05-07 | Code: H | nature_of_ownership: See Footnote | shares_owned_after: 126,057.00 | Footnotes: F7

    Footnotes:

    • F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.74 to $29.735. 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.
    • F2: These shares are held by 2008 D&T Girouard Revocable Trust, for which the Reporting Person serves as Trustee.
    • F3: These shares are held by David J Girouard, as trustee of the DTG GRAT LLC, dated May 23,2023.
    • F4: These shares are held by Tristen Baird Willard, as trustee of the TMG 2020 EXEMPT GIFT TRUST, dated October 19, 2020.
    • F5: These shares are held by Tristen Baird Willard, as trustee of the JRG 2020 EXEMPT GIFT TRUST, dated October 19, 2020.
    • F6: These shares are held by Tristen Baird Willard, as trustee of the TMG 2020 NONEXEMPT GIFT TRUST, dated October 19, 2020.
    • F7: These shares are held by Tristen Baird Willard, as trustee of the JRG 2020 NONEXEMPT GIFT TRUST, dated October 19, 2020.

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