QUODD

Insider: Darling Scott

Company Holdings	All	UPST	SFIX

Company Holdings

All

UPST

SFIX

	Direct	Indirect Ownership	Total
Shares	143,346	31,637	174,983
Value	$2,397,518.00	$809,274.46	$3,206,792.46

Ticker	Trans. Date	Trans. Type	Shares	Ownership Type	Issue Type	Price	Trans. Value	Total Shares Owned
UPST	02/20/2026	DDS	390	Indirect	COM	$30.25	$11,797.50	31,637
UPST	02/20/2026	DDS	6,478	Direct	COM	$29.85	$193,394.21	86,120
UPST	01/05/2026	DDS	1,000	Indirect	COM	$50.00	$50,000.00	17,435
UPST	12/12/2025	DDS	7,392	Indirect	COM	$50.00	$369,600.00	17,435
UPST	11/20/2025	DDS	400	Direct	COM	$37.03	$14,810.00	97,990
UPST	11/20/2025	DDS	7,323	Direct	COM	$36.55	$267,670.30	98,390
UPST	10/24/2025	DDS	1,000	Indirect	COM	$55.01	$55,012.40	123,148
UPST	10/01/2025	DDS	1,000	Direct	COM	$54.64	$54,640.00	123,898
UPST	09/17/2025	DDS	1,000	Direct	COM	$70.01	$70,009.50	123,898
UPST	09/03/2025	DDS	4,000	Direct	COM	$69.41	$277,653.60	123,898
UPST	08/25/2025	DDS	6,402	Direct	COM	$68.00	$435,336.00	123,898
UPST	08/20/2025	DDS	6,713	Direct	COM	$61.12	$410,296.55	130,440
UPST	08/20/2025	DDS	1	Direct	COM	$61.80	$61.80	130,439
UPST	08/20/2025	DDS	139	Direct	COM	$63.31	$8,800.09	130,300
UPST	08/01/2025	DDS	3,000	Direct	COM	$77.93	$233,803.50	138,014
UPST	08/01/2025	DDS	1,000	Direct	COM	$80.00	$80,003.00	137,014
UPST	07/08/2025	DDS	5,000	Direct	COM	$80.04	$400,209.50	137,014
UPST	07/02/2025	DDS	5,000	Direct	COM	$70.04	$350,176.00	137,014
UPST	07/01/2025	DDS	2,000	Direct	COM	$63.56	$127,120.00	137,014
UPST	06/11/2025	DDS	3,000	Direct	COM	$60.00	$180,000.00	137,014
UPST	06/03/2025	DDS	1,000	Direct	COM	$50.02	$50,015.50	143,397
UPST	06/03/2025	DDS	6,383	Direct	COM	$50.00	$319,150.00	137,014
UPST	05/20/2025	DDS	6,732	Direct	COM	$46.98	$316,246.47	143,397
UPST	05/01/2025	DDS	1,000	Direct	COM	$50.16	$50,157.20	150,129
UPST	04/29/2025	DDS	1,000	Direct	COM	$50.27	$50,270.00	150,129

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Trans. Date	Trans. Type	Shares	Ownership Type	Issue Type	Price	Trans. Value	Total Shares Owned
02/20/2026	DDS	390	Indirect	COM	$30.25	$11,797.50	31,637
02/20/2026	DDS	6,478	Direct	COM	$29.85	$193,394.21	86,120
01/05/2026	DDS	1,000	Indirect	COM	$50.00	$50,000.00	17,435
12/12/2025	DDS	7,392	Indirect	COM	$50.00	$369,600.00	17,435
11/20/2025	DDS	400	Direct	COM	$37.03	$14,810.00	97,990
11/20/2025	DDS	7,323	Direct	COM	$36.55	$267,670.30	98,390
10/24/2025	DDS	1,000	Indirect	COM	$55.01	$55,012.40	123,148
10/01/2025	DDS	1,000	Direct	COM	$54.64	$54,640.00	123,898
09/17/2025	DDS	1,000	Direct	COM	$70.01	$70,009.50	123,898
09/03/2025	DDS	4,000	Direct	COM	$69.41	$277,653.60	123,898
08/25/2025	DDS	6,402	Direct	COM	$68.00	$435,336.00	123,898
08/20/2025	DDS	6,713	Direct	COM	$61.12	$410,296.55	130,440
08/20/2025	DDS	1	Direct	COM	$61.80	$61.80	130,439
08/20/2025	DDS	139	Direct	COM	$63.31	$8,800.09	130,300
08/01/2025	DDS	3,000	Direct	COM	$77.93	$233,803.50	138,014
08/01/2025	DDS	1,000	Direct	COM	$80.00	$80,003.00	137,014
07/08/2025	DDS	5,000	Direct	COM	$80.04	$400,209.50	137,014
07/02/2025	DDS	5,000	Direct	COM	$70.04	$350,176.00	137,014
07/01/2025	DDS	2,000	Direct	COM	$63.56	$127,120.00	137,014
06/11/2025	DDS	3,000	Direct	COM	$60.00	$180,000.00	137,014
06/03/2025	DDS	1,000	Direct	COM	$50.02	$50,015.50	143,397
06/03/2025	DDS	6,383	Direct	COM	$50.00	$319,150.00	137,014
05/20/2025	DDS	6,732	Direct	COM	$46.98	$316,246.47	143,397
05/01/2025	DDS	1,000	Direct	COM	$50.16	$50,157.20	150,129
04/29/2025	DDS	1,000	Direct	COM	$50.27	$50,270.00	150,129

Trans. Date	Trans. Type	Shares	Ownership Type	Issue Type	Price	Trans. Value	Total Shares Owned
03/22/2021	DDS	4,177	Direct	COM	$51.68	$215,867.36	57,226
01/07/2021	DDS	6,876	Direct	COM	$60.34	$414,895.09	63,713
01/07/2021	DDS	17,850	Direct	COM	$59.84	$1,068,061.89	70,589
12/21/2020	DDS	4,243	Direct	COM	$69.75	$295,949.25	69,697
11/27/2020	DDS	23,032	Direct	COM	$40.00	$921,280.00	56,036
10/28/2020	DDS	6,000	Direct	COM	$36.00	$216,000.00	56,036
10/20/2020	DDS	8,000	Direct	COM	$35.00	$280,000.00	56,036
10/12/2020	DDS	4,000	Direct	COM	$32.50	$130,000.00	64,036
10/08/2020	DDS	4,000	Direct	COM	$30.00	$120,000.00	66,036
10/02/2020	DDS	2,000	Direct	COM	$27.38	$54,750.00	68,036
09/22/2020	DDS	4,000	Direct	COM	$30.00	$120,000.00	70,036
09/21/2020	DDS	1,333	Direct	COM	$27.62	$36,817.46	72,036
09/02/2020	DDS	1,000	Direct	COM	$26.15	$26,145.00	76,074
09/01/2020	DDS	1,000	Direct	COM	$25.00	$25,000.00	77,074
08/18/2020	DDS	2,000	Direct	COM	$25.00	$50,000.00	77,074
07/07/2020	DDS	12,000	Direct	COM	$30.00	$360,000.00	78,074
07/02/2020	DDS	8,000	Direct	COM	$27.44	$219,500.00	82,074
06/29/2020	DDS	1,000	Direct	COM	$25.00	$25,000.00	87,074
06/23/2020	DDS	1,333	Direct	COM	$25.00	$33,325.00	87,074
06/03/2020	DDS	2,000	Direct	COM	$25.00	$50,000.00	89,112
05/26/2020	DDS	5,537	Direct	COM	$25.00	$138,425.00	90,112
02/04/2020	DDS	1,000	Direct	COM	$25.00	$25,000.00	97,483
01/14/2020	DDS	1,000	Direct	COM	$25.00	$25,000.00	98,483
12/10/2019	DDS	5,000	Direct	COM	$27.50	$137,500.00	59,157
12/09/2019	DDS	4,000	Direct	COM	$25.00	$100,000.00	59,157

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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