QUODD

Insider: SCHWARTZ HARVEY M

Company Holdings	All	CG	SOFI	GS

Company Holdings

All

SOFI

	Direct	Indirect Ownership	Total
Shares	7,302,945	0	7,302,945
Value	$638,114,533.71	$0.00	$638,114,533.71

Ticker	Trans. Date	Trans. Type	Shares	Ownership Type	Issue Type	Price	Trans. Value	Total Shares Owned
CG	12/15/2023	DDS	295,358	Direct	COM	$41.74	$12,328,036.17	6,768,046
SOFI	06/13/2022	AAP	53,500	Direct	COM	$5.59	$299,065.00	283,352
SOFI	05/13/2022	AAP	15,000	Direct	COM	$6.50	$97,500.00	229,852
SOFI	03/17/2022	AAP	58,000	Direct	COM	$8.84	$512,580.80	214,852
GS	10/19/2017	DDS	25,000	Direct	COM	$245.00	$6,125,000.00	251,547
GS	01/18/2017	DDS	25,000	Direct	COM	$233.99	$5,849,717.50	251,256
GS	07/16/2015	DDS	7,958	Direct	COM	$212.33	$1,689,724.53	240,332
GS	07/16/2015	DDS	12,200	Direct	COM	$210.27	$2,565,236.66	261,458
GS	07/16/2015	DDS	13,168	Direct	COM	$211.30	$2,782,370.75	248,290
GS	04/16/2015	DDS	64,588	Direct	COM	$197.26	$12,740,512.62	245,332
GS	04/16/2015	DDS	21,697	Direct	COM	$196.21	$4,257,250.82	309,920
GS	04/16/2015	DDS	5,000	Direct	COM	$197.96	$989,809.00	240,332
GS	07/22/2014	DDS	7,876	Direct	COM	$176.90	$1,393,281.73	204,246
GS	07/22/2014	DDS	2,500	Direct	COM	$175.13	$437,818.50	223,922
GS	07/22/2014	DDS	11,800	Direct	COM	$176.48	$2,082,434.50	212,122
GS	07/21/2014	DDS	9,936	Direct	COM	$175.00	$1,738,800.00	204,246

1 You are at page 1 of 1 pages

Trans. Date	Trans. Type	Shares	Ownership Type	Issue Type	Price	Trans. Value	Total Shares Owned
12/15/2023	DDS	295,358	Direct	COM	$41.74	$12,328,036.17	6,768,046

Trans. Date	Trans. Type	Shares	Ownership Type	Issue Type	Price	Trans. Value	Total Shares Owned
06/13/2022	AAP	53,500	Direct	COM	$5.59	$299,065.00	283,352
05/13/2022	AAP	15,000	Direct	COM	$6.50	$97,500.00	229,852
03/17/2022	AAP	58,000	Direct	COM	$8.84	$512,580.80	214,852

Trans. Date	Trans. Type	Shares	Ownership Type	Issue Type	Price	Trans. Value	Total Shares Owned
10/19/2017	DDS	25,000	Direct	COM	$245.00	$6,125,000.00	251,547
01/18/2017	DDS	25,000	Direct	COM	$233.99	$5,849,717.50	251,256
07/16/2015	DDS	7,958	Direct	COM	$212.33	$1,689,724.53	240,332
07/16/2015	DDS	12,200	Direct	COM	$210.27	$2,565,236.66	261,458
07/16/2015	DDS	13,168	Direct	COM	$211.30	$2,782,370.75	248,290
04/16/2015	DDS	64,588	Direct	COM	$197.26	$12,740,512.62	245,332
04/16/2015	DDS	21,697	Direct	COM	$196.21	$4,257,250.82	309,920
04/16/2015	DDS	5,000	Direct	COM	$197.96	$989,809.00	240,332
07/22/2014	DDS	7,876	Direct	COM	$176.90	$1,393,281.73	204,246
07/22/2014	DDS	2,500	Direct	COM	$175.13	$437,818.50	223,922
07/22/2014	DDS	11,800	Direct	COM	$176.48	$2,082,434.50	212,122
07/21/2014	DDS	9,936	Direct	COM	$175.00	$1,738,800.00	204,246

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

Financial data provided by Zacks Investment Research. All information provided "as is" for informational purposes only. Neither Zacks nor any of its data or content providers shall be liable for any errors or delays in quotes, other content, or for any actions you take in reliance on this data or information.