| Company Holdings | All | AFRM | YELP |
| Direct | Indirect Ownership | Total | |
| Shares | 29,343 | 75,000 | 104,343 |
| Value | $1,358,874.33 | $3,473,250.00 | $4,832,124.33 |
Ticker |
Trans. Date |
Trans. Type |
Shares |
Ownership Type |
Issue Type |
Price |
Trans. Value |
Total Shares Owned |
|---|---|---|---|---|---|---|---|---|
| AFRM | 05/01/2025 | DDS | 2,895 | Direct | COM | $51.83 | $150,047.85 | 29,343 |
| AFRM | 05/01/2025 | DDS | 4,334 | Direct | COM | $50.13 | $217,263.42 | 41,098 |
| AFRM | 05/01/2025 | DDS | 8,860 | Direct | COM | $51.16 | $453,277.60 | 32,238 |
| AFRM | 04/01/2025 | DDS | 4,600 | Direct | COM | $44.77 | $205,942.00 | 56,920 |
| AFRM | 04/01/2025 | DDS | 1,500 | Direct | COM | $46.35 | $69,525.00 | 45,432 |
| AFRM | 04/01/2025 | DDS | 9,988 | Direct | COM | $45.56 | $455,053.28 | 46,932 |
| AFRM | 03/03/2025 | DDS | 5,518 | Direct | COM | $61.73 | $340,626.14 | 72,090 |
| AFRM | 03/03/2025 | DDS | 2,710 | Direct | COM | $64.81 | $175,635.10 | 67,291 |
| AFRM | 03/03/2025 | DDS | 2,089 | Direct | COM | $63.87 | $133,424.43 | 70,001 |
| AFRM | 03/03/2025 | DDS | 200 | Direct | COM | $66.40 | $13,280.00 | 61,520 |
| AFRM | 03/03/2025 | DDS | 5,571 | Direct | COM | $65.72 | $366,126.12 | 61,720 |
| AFRM | 02/03/2025 | DDS | 500 | Direct | COM | $57.93 | $28,965.00 | 93,194 |
| AFRM | 02/03/2025 | DDS | 1,800 | Direct | COM | $58.52 | $105,336.00 | 91,394 |
| AFRM | 02/03/2025 | DDS | 8,163 | Direct | COM | $60.68 | $495,330.84 | 77,608 |
| AFRM | 02/03/2025 | DDS | 5,623 | Direct | COM | $60.00 | $337,380.00 | 85,771 |
| AFRM | 01/02/2025 | DDS | 7,500 | Direct | COM | $61.87 | $464,025.00 | 102,280 |
| AFRM | 01/02/2025 | DDS | 1,863 | Direct | COM | $63.41 | $118,132.83 | 93,694 |
| AFRM | 01/02/2025 | DDS | 6,723 | Direct | COM | $62.51 | $420,254.73 | 95,557 |
| AFRM | 12/12/2024 | DDS | 8,337 | Direct | COM | $69.00 | $575,253.00 | 112,780 |
| AFRM | 12/12/2024 | DDS | 4,749 | Direct | COM | $68.20 | $323,881.80 | 121,117 |
| AFRM | 12/12/2024 | DDS | 2,600 | Direct | COM | $70.01 | $182,026.00 | 110,180 |
| AFRM | 12/12/2024 | DDS | 400 | Direct | COM | $71.24 | $28,496.00 | 109,780 |
| AFRM | 08/01/2024 | DDS | 6,081 | Direct | COM | $26.41 | $160,613.20 | 67,542 |
| AFRM | 08/01/2024 | DDS | 1,594 | Direct | COM | $28.30 | $45,106.85 | 64,348 |
| AFRM | 08/01/2024 | DDS | 1,600 | Direct | COM | $27.37 | $43,794.08 | 65,942 |
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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 |
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