| Company Holdings | All | SOFI | LMND |
| Direct | Indirect Ownership | Total | |
| Shares | 15,000 | 709,258 | 724,258 |
| Value | $786,900.00 | $19,944,334.96 | $20,731,234.96 |
Ticker |
Trans. Date |
Trans. Type |
Shares |
Ownership Type |
Issue Type |
Price |
Trans. Value |
Total Shares Owned |
|---|---|---|---|---|---|---|---|---|
| SOFI | 11/30/2021 | DDS | 16,800 | Indirect | COM | $18.50 | $310,823.52 | 709,258 |
| SOFI | 11/29/2021 | DDS | 103,462 | Indirect | COM | $18.52 | $1,915,650.66 | 726,058 |
| LMND | 01/19/2021 | DDS | 100,000 | Direct | COM | $159.43 | $15,943,130.00 | 15,000 |
| 1 You are at page 1 of 1 pages |
|
Transaction Type Key First letter: A = Acquired, D = Disposed Second letter: A = Grant, award or other acquisition pursuant to Rule 16b-3(d) C = Conversion of derivative security | D = Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e) | E = Expiration of short derivative position | F = Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. | G = Gift | H = Expiration (or cancellation) of long derivative position with value received | I = Discretionary transaction in accordance with Rule 16b-3(f) | J = Other | L = Small acquisition under Rule 16a-6 | M = Exercise or conversion of derivative security exempted pursuant to Rule 16b-3 | O = Exercise of out-of-the-money derivative security | P = Open market or private purchase | S = Open market or private sale | U = Disposition pursuant to a tender of shares in a change of control transaction | W = Acquisition or disposition by will or the laws of descent and distribution | X = Exercise of in-the-money or at-the-money derivative security | Z = Deposit into or withdrawal from voting trust |
 |
Send to Excel |
© 2000 - 2025 Zacks Investment Research