Finance Services Industry - Insider Stock Trading

Filing Date	T Date	Ticker	Issuer	Inc	Sector	Ind	Industry	Owner	oSt	Rel	Title	T	TVal	Price	Qty	oc	Own	H
5/2/25 16:05	5/1/25	VEL	Velocity Financial, Inc.	DE	Financ	Loan	Finance Services	Tobi III Spe I LLC	CA	DT		M.d	0	0.00	1,674	15	12,638	D
5/1/25 20:33	4/29/25	UPST	Upstart Holdings, Inc.	DE	Financ	Loan	Finance Services	Darling Scott	CA	O	GC	M.dm	26	13.22	2	1	150	D
5/1/25 20:33	4/29/25	UPST	Upstart Holdings, Inc.	DE	Financ	Loan	Finance Services	Darling Scott	CA	O	GC	S.dm	-100	50.21	-2	-1	150	D
5/1/25 19:05	4/30/25	CPSS	Consumer Portfolio Services, Inc.	CA	Financ	Loan	Finance Services	Wood Daniel S	NV	D		M.d	157	3.48	45	26	215	D
4/30/25 16:11	4/29/25	AXP	American Express Co	NY	Financ	Loan	Finance Services	McNeal Glenda G	NY	O	Chief Pa	S	-799	264.66	-3	-22	11	D
4/29/25 16:51	4/28/25	LDI	Loandepot, Inc.		Financ	Loan	Finance Services	Martell Frank	CA	DO	CEO,P	M.d	0	0.00	250	17	1,718	D
4/29/25 16:43	4/25/25	MSTR	Microstrategy Inc	DE	Financ	Loan	Finance Services	Patten Jarrod M	VA	D		M.dm	92	17.60	5	278	7	D
4/29/25 16:43	4/25/25	MSTR	Microstrategy Inc	DE	Financ	Loan	Finance Services	Patten Jarrod M	VA	D		S.d	-1,133	365.33	-3	-30	7	D
4/28/25 13:17	4/24/25	CPSS	Consumer Portfolio Services, Inc.	CA	Financ	Loan	Finance Services	Ralston Catrina Marie	NV	O	SVP	M.d	89	3.48	26	85	56	D
4/25/25 20:02	4/23/25	GREE	Greenidge Generation Holdings Inc.	DE	Financ	Loan	Finance Services	Krug Christopher J.	NY	D		P.am	104	0.8313	125	82	277	I
4/25/25 17:25	4/23/25	OPFI	Oppfi Inc.		Financ	Loan	Finance Services	Schwartz Theodore G	IL	DT		M.dm	0	0.00	187	1	23,574	I
4/25/25 17:25	4/23/25	OPFI	Oppfi Inc.		Financ	Loan	Finance Services	Schwartz Theodore G	IL	DT		S.dm	-1,685	8.99	-187	-1	23,574	I
4/25/25 16:05	4/23/25	COIN	Coinbase Global, Inc.	DE	Financ	Loan	Finance Services	Grewal Paul	NY	O	GC	M.d	263	26.26	10	14	83	D
4/25/25 16:05	4/23/25	COIN	Coinbase Global, Inc.	DE	Financ	Loan	Finance Services	Grewal Paul	NY	O	GC	S.d	-1,981	198.12	-10	-11	83	D
4/25/25 16:05	4/23/25	COIN	Coinbase Global, Inc.	DE	Financ	Loan	Finance Services	Haas Alesia J	NY	O	CFO	S	-1,863	200.00	-9	-7	121	M
4/25/25 16:04	4/23/25	COIN	Coinbase Global, Inc.	DE	Financ	Loan	Finance Services	Armstrong Brian	NY	DOT	CB,CEO	S.d	-3,969	198.44	-20	-97	1	I
4/25/25 08:00	4/23/25	GREE	Greenidge Generation Holdings Inc.	DE	Financ	Loan	Finance Services	Krug Christopher J.	NY	D		P.m	104	0.8313	125	82	277	D
4/24/25 16:12	4/22/25	MSTR	Microstrategy Inc	DE	Financ	Loan	Finance Services	Patten Jarrod M	VA	D		M.dm	49	17.60	3	129	5	D
4/24/25 16:12	4/22/25	MSTR	Microstrategy Inc	DE	Financ	Loan	Finance Services	Patten Jarrod M	VA	D		S.dm	-972	347.12	-3	-36	5	D
4/23/25 18:06	4/21/25	SOFI	Sofi Technologies, Inc.	DE	Financ	Loan	Finance Services	Keough Kelli	CA	O	EVP,GBUL	S	-120	10.71	-11	-5	215	D
4/23/25 17:23	4/21/25	OPFI	Oppfi Inc.		Financ	Loan	Finance Services	Schwartz Theodore G	IL	DT		M.dm	0	0.00	95	0	23,761	I
4/23/25 17:23	4/21/25	OPFI	Oppfi Inc.		Financ	Loan	Finance Services	Schwartz Theodore G	IL	DT		S.dm	-767	8.09	-95	0	23,761	I
4/21/25 17:26	4/17/25	OPFI	Oppfi Inc.		Financ	Loan	Finance Services	Schwartz Theodore G	IL	DT		M.d	0	0.00	38	0	23,856	I
4/21/25 17:26	4/17/25	OPFI	Oppfi Inc.		Financ	Loan	Finance Services	Schwartz Theodore G	IL	DT		S.d	-313	8.34	-38	0	23,856	I
4/17/25 18:19	4/16/25	PGY	Pagaya Technologies Ltd.	L3	Financ	Loan	Finance Services	Das Sanjiv	NY	O	P	M.d	0	0.00	23	28	106	D
4/17/25 18:19	4/17/25	PGY	Pagaya Technologies Ltd.	L3	Financ	Loan	Finance Services	Das Sanjiv	NY	O	P	S.d	-120	9.35	-13	-11	106	D
4/17/25 17:28	4/15/25	OPFI	Oppfi Inc.		Financ	Loan	Finance Services	Schwartz Theodore G	IL	DT		M.dm	0	0.00	69	0	23,894	I
4/17/25 17:28	4/15/25	OPFI	Oppfi Inc.		Financ	Loan	Finance Services	Schwartz Theodore G	IL	DT		S.dm	-579	8.37	-69	0	23,894	I
4/16/25 18:21	4/15/25	LDI	Loandepot, Inc.		Financ	Loan	Finance Services	Smallwood Gregory	CA	O	GC	M.d	0	0.00	46	39	164	D
4/16/25 18:21	4/15/25	LDI	Loandepot, Inc.		Financ	Loan	Finance Services	Binowitz Dan	CA	O	MD	M.d	0	0.00	71	7	1,023	D
4/16/25 18:21	4/15/25	LDI	Loandepot, Inc.		Financ	Loan	Finance Services	Dergurahian Jeffrey Michael	CA	O	Chief In	M.d	0	0.00	71	1	6,357	D
4/16/25 18:21	4/15/25	LDI	Loandepot, Inc.		Financ	Loan	Finance Services	Walsh Jeff Alexander	CA	O	P,LDI Mo	M.d	0	0.00	71	2	4,108	D
4/16/25 18:21	4/15/25	LDI	Loandepot, Inc.		Financ	Loan	Finance Services	Grassi Joseph J III	CA	O	Chief Ri	M.d	0	0.00	46	74	108	D
4/16/25 18:21	4/15/25	LDI	Loandepot, Inc.		Financ	Loan	Finance Services	Hayes David R	CA	O	CFO	M.d	0	0.00	117	58	318	D
4/16/25 18:20	4/15/25	LDI	Loandepot, Inc.		Financ	Loan	Finance Services	Graeler Darren	CA	O	EVP,Chie	M.d	0	0.00	11	4	300	D
4/16/25 18:20	4/15/25	LDI	Loandepot, Inc.		Financ	Loan	Finance Services	Martell Frank	CA	DO	CEO,P	M.d	0	0.00	312	24	1,595	D
4/16/25 16:32	4/14/25	COIN	Coinbase Global, Inc.	DE	Financ	Loan	Finance Services	Armstrong Brian	NY	DOT	CB,CEO	S.d	-2,682	178.79	-15	-97	1	I
4/16/25 16:21	4/14/25	MSTR	Microstrategy Inc	DE	Financ	Loan	Finance Services	Shao Wei-Ming	VA	O	EVP,GC	M.dm	350	17.50	20		11	D
4/16/25 16:21	4/14/25	MSTR	Microstrategy Inc	DE	Financ	Loan	Finance Services	Shao Wei-Ming	VA	O	EVP,GC	S.dm	-6,292	314.58	-20	-64	11	D
4/16/25 16:18	4/14/25	UPST	Upstart Holdings, Inc.	DE	Financ	Loan	Finance Services	Gu Paul	CA	DO	Chief Te	M.d	95	3.80	25	2	1,097	D
4/15/25 17:26	4/11/25	OPFI	Oppfi Inc.		Financ	Loan	Finance Services	Schwartz Theodore G	IL	DT		M.dm	0	0.00	111	0	23,963	I
4/15/25 17:26	4/11/25	OPFI	Oppfi Inc.		Financ	Loan	Finance Services	Schwartz Theodore G	IL	DT		S.dm	-923	8.31	-111	0	23,963	I
4/15/25 06:56	4/14/25	GREE	Greenidge Generation Holdings Inc.	DE	Financ	Loan	Finance Services	Mulvihill Christian	NY	O	CFO	S	0	0.6500	-1	-1	85	D
4/14/25 20:23	4/11/25	MDBH	Mdb Capital Holdings, LLC	DE	Financ	Loan	Finance Services	Marlett Christopher A	TX	DOT	Co-Found	P	8	5.00	2	1	133	I
4/11/25 17:29	4/9/25	OPFI	Oppfi Inc.		Financ	Loan	Finance Services	McKay Christopher J.	IL	O	Chief Ri	S.m	-168	8.12	-21	-10	196	D
4/10/25 07:02	4/8/25	BUR	Burford Capital Ltd	Y7	Financ	Loan	Finance Services	Arnott Craig	Y7	O	DeputyCh	M.d	0	0.00	27	5	521	D
4/10/25 07:01	4/8/25	BUR	Burford Capital Ltd	Y7	Financ	Loan	Finance Services	Klein Mark N.	Y7	O	GC,Chief	M.d	0	0.00	27	21	155	D
4/10/25 07:00	4/8/25	BUR	Burford Capital Ltd	Y7	Financ	Loan	Finance Services	Utley Charles	Y7	O	Chief Ac	M.d	0	0.00	12	41	43	D
4/9/25 18:46	4/7/25	OPFI	Oppfi Inc.		Financ	Loan	Finance Services	McKay Christopher J.	IL	O	Chief Ri	S.m	-164	7.92	-21	-9	217	D
4/9/25 18:26	4/7/25	BTCS	Btcs Inc.	NV	Financ	Loan	Finance Services	Allen Charles W	MD	DOT	CEO	S.m	-283	1.41	-200	-5	4,179	D
4/9/25 18:21	4/7/25	MDBH	Mdb Capital Holdings, LLC	DE	Financ	Loan	Finance Services	Digiandomenico Anthony	TX	DOT	Co-Found	P	7	4.90	1	2	96	D
4/9/25 18:16	4/7/25	MDBH	Mdb Capital Holdings, LLC	DE	Financ	Loan	Finance Services	Marlett Christopher A	TX	DOT	Co-Found	P	7	4.80	1	1	131	I
4/7/25 18:50	4/3/25	OPFI	Oppfi Inc.		Financ	Loan	Finance Services	McKay Christopher J.	IL	O	Chief Ri	S.m	-174	8.37	-21	-8	238	D
4/7/25 17:38	4/3/25	BTM	Bitcoin Depot Inc.		Financ	Loan	Finance Services	Buchanan Christopher Scott	GA	DO	COO	S	-27	1.33	-20	-11	169	D
4/7/25 16:18	4/3/25	COIN	Coinbase Global, Inc.	DE	Financ	Loan	Finance Services	Armstrong Brian	NY	DOT	CB,CEO	S.d	-2,528	168.53	-15	-97	1	I
4/4/25 16:01	11/18/24	ATCH	Atlasclear Holdings, Inc.	DE	Financ	Loan	Finance Services	Atlas Fintech Holdings Corp.	FL	T		S.m	-127	15.20	-8	-6	126	D
4/3/25 19:37	4/1/25	OPFI	Oppfi Inc.		Financ	Loan	Finance Services	McKay Christopher J.	IL	O	Chief Ri	M.d	0	0.00	4	2	259	D
4/3/25 19:36	4/1/25	OPFI	Oppfi Inc.		Financ	Loan	Finance Services	Johnson Pamela D.	IL	O	CFO	M.d	0	0.00	1	0	209	D
4/3/25 17:37	4/1/25	PWP	Perella Weinberg Partners	DE	Financ	Loan	Finance Services	Weinberg Peter A	NY	DO	CB	S.m	-2,630	18.65	-141	-6	2,104	I
4/3/25 16:10	4/2/25	PGY	Pagaya Technologies Ltd.	L3	Financ	Loan	Finance Services	Rosen Tami	NY	DO	Chief De	S.d	-154	10.53	-15	-22	52	D
4/3/25 16:09	4/2/25	PGY	Pagaya Technologies Ltd.	L3	Financ	Loan	Finance Services	Perros Evangelos	NY	O	CFO	S.d	-135	10.53	-13	-17	64	D
4/3/25 16:08	4/2/25	PGY	Pagaya Technologies Ltd.	L3	Financ	Loan	Finance Services	Das Sanjiv	NY	O	P	S.d	-42	10.53	-4	-4	96	D
4/3/25 11:10	4/1/25	SNFCA	Security National Financial Corp	UT	Financ	Loan	Finance Services	Moody H. Craig	UT	D		M.d	8	13.08	1	2	40	D
4/3/25 11:04	4/1/25	SNFCA	Security National Financial Corp	UT	Financ	Loan	Finance Services	Cook John L	UT	D		M.d	8	13.08	1	4	16	D
4/3/25 10:44	4/1/25	BTM	Bitcoin Depot Inc.		Financ	Loan	Finance Services	Buchanan Christopher Scott	GA	DO	COO	S	-42	1.44	-30	-13	190	D
4/2/25 17:11	3/31/25	CIFR	Cipher Mining Inc.		Financ	Loan	Finance Services	Page Tyler	NY	DO	CEO	M.d	0	0.00	113	2	5,473	D
4/2/25 17:10	3/31/25	CIFR	Cipher Mining Inc.		Financ	Loan	Finance Services	Farrell Edward J	NY	O	CFO	M.d	0	0.00	26	2	1,190	D
4/2/25 17:09	3/31/25	CIFR	Cipher Mining Inc.		Financ	Loan	Finance Services	Iwaschuk William	NY	O	Co-P,CLO	M.d	0	0.00	34	4	954	D
4/2/25 17:07	3/31/25	CIFR	Cipher Mining Inc.		Financ	Loan	Finance Services	Kelly Patrick Arthur	NY	O	Co-P,COO	M.d	0	0.00	34	3	1,031	D
4/2/25 17:01	3/31/25	MIGI	Mawson Infrastructure Group Inc.	DE	Financ	Loan	Finance Services	Mewawalla Rahul	PA	DOT	Dir,CEO,	M.d	0	0.00	1,587	124	2,862	D
4/2/25 16:27	4/1/25	CORZ	Core Scientific, Inc./Tx	DE	Financ	Loan	Finance Services	Sullivan Adam Taylor	DE	DO	CEO	S	-170	7.52	-23	-1	3,736	D
4/2/25 16:25	4/1/25	CORZ	Core Scientific, Inc./Tx	DE	Financ	Loan	Finance Services	Duchene Todd M	DE	O	See rema	S	-60	7.52	-8	0	2,016	D
4/2/25 16:20	4/1/25	COOP	Mr. Cooper Group Inc.	DE	Financ	Loan	Finance Services	Bray Jesse K	TX	DO	CEO	S	-3,705	123.49	-30	-3	986	I
4/2/25 10:47	4/1/25	SNFCA	Security National Financial Corp	UT	Financ	Loan	Finance Services	Stephens Jeffrey Russell	UT	O	Gen. Cou	M.d	8	13.08	1	1	41	D
4/2/25 10:45	4/1/25	SNFCA	Security National Financial Corp	UT	Financ	Loan	Finance Services	Fuller Gilbert A	UT	D		M.d	8	13.08	1	2	40	D
4/1/25 19:47	3/28/25	HUT	Hut 8 Corp.	DE	Financ	Loan	Finance Services	Wilkinson Amy Marie	FL	D		M.d	96	0.3900	246	999%	263	D
4/1/25 19:31	3/28/25	STGC	Startengine Crowdfunding, Inc.	DE	Financ	Loan	Finance Services	Miller Ronald David	CA	DT		S	-22	1.11	-20	0	74,580	I
4/1/25 19:30	3/28/25	STGC	Startengine Crowdfunding, Inc.	DE	Financ	Loan	Finance Services	Miller Lee	CA	T		S	-22	1.11	-20	0	74,580	I
4/1/25 19:29	3/28/25	STGC	Startengine Crowdfunding, Inc.	DE	Financ	Loan	Finance Services	Amster Joshua Daniel	CA	O	VP,Fundr	S	-4	1.11	-3	-3	98	D
4/1/25 19:28	3/28/25	STGC	Startengine Crowdfunding, Inc.	DE	Financ	Loan	Finance Services	Reyes Jonathan	CA	O	Chief Co	S	-1	1.11	-1	-7	14	D
4/1/25 19:27	3/28/25	STGC	Startengine Crowdfunding, Inc.	DE	Financ	Loan	Finance Services	Cronin Johanna	CA	O	CMO	S	-8	1.11	-7	-2	314	D
4/1/25 19:27	3/28/25	STGC	Startengine Crowdfunding, Inc.	DE	Financ	Loan	Finance Services	Marks Howard Edward	CA	DO	CEO	S	-58	1.11	-53	0	199,249	I
4/1/25 19:26	3/28/25	STGC	Startengine Crowdfunding, Inc.	DE	Financ	Loan	Finance Services	Mathews Joseph	CA	O	CTO	S	-2	1.11	-2	-7	20	D
4/1/25 19:25	3/28/25	STGC	Startengine Crowdfunding, Inc.	DE	Financ	Loan	Finance Services	Chernick Aubrey	CA	T		S	-51	1.11	-46	-2	2,800	I
3/31/25 18:38	3/27/25	SNFCA	Security National Financial Corp	UT	Financ	Loan	Finance Services	Quist S. Andrew	UT	DOT	VP,GC	M.d	149	2.99	50	20	300	D
3/31/25 17:31	3/27/25	VEL	Velocity Financial, Inc.	DE	Financ	Loan	Finance Services	Spg Gp, LLC	NY	DT		M.d	4,848	3.62	1,339	11	13,353	I
3/28/25 21:18	3/28/25	GREE	Greenidge Generation Holdings Inc.	DE	Financ	Loan	Finance Services	Irwin Dale	NY	O	P	S	-19	0.8095	-24	-19	99	D
3/28/25 21:18	3/27/25	GREE	Greenidge Generation Holdings Inc.	DE	Financ	Loan	Finance Services	Mulvihill Christian	NY	O	CFO	S	-19	0.8000	-24	-22	85	D
3/28/25 21:17	3/27/25	GREE	Greenidge Generation Holdings Inc.	DE	Financ	Loan	Finance Services	Kovler Jordan	NY	DO	CEO	S	-23	0.8029	-29	-19	123	D
3/28/25 17:45	10/31/24	SLNH	Soluna Holdings, Inc	NV	Financ	Loan	Finance Services	Toporek Michael	NY	D		S.m	-198	3.30	-60	-6	900	I
3/28/25 17:45	10/31/24	SLNH	Soluna Holdings, Inc	NV	Financ	Loan	Finance Services	Lipman Matthew E.	NY	D		S.m	-198	3.30	-60	-26	172	I
3/28/25 17:35	3/26/25	OPFI	Oppfi Inc.		Financ	Loan	Finance Services	Schwartz Theodore G	IL	DT		M.dm	0	0.00	250	1	24,074	I
3/28/25 17:35	3/26/25	OPFI	Oppfi Inc.		Financ	Loan	Finance Services	Schwartz Theodore G	IL	DT		S.dm	-2,420	9.66	-250	-1	24,074	I
3/26/25 18:49	3/25/25	MSTR	Microstrategy Inc	DE	Financ	Loan	Finance Services	Rechan Leslie J	VA	D		M.d	196	13.07	15	150	25	D
3/26/25 18:49	3/25/25	MSTR	Microstrategy Inc	DE	Financ	Loan	Finance Services	Rechan Leslie J	VA	D		S.d	-5,038	335.90	-15	-38	25	D
3/26/25 17:02	3/24/25	OPFI	Oppfi Inc.		Financ	Loan	Finance Services	Schwartz Theodore G	IL	DT		M.dm	0	0.00	269	1	24,325	I
3/26/25 17:02	3/24/25	OPFI	Oppfi Inc.		Financ	Loan	Finance Services	Schwartz Theodore G	IL	DT		S.dm	-2,870	10.68	-269	-1	24,325	I
3/26/25 16:13	3/24/25	MSTR	Microstrategy Inc	DE	Financ	Loan	Finance Services	Montgomery Jeanine	VA	O	VP,CAO	M.d	0	0.00	2	25	8	D
3/26/25 16:13	3/24/25	MSTR	Microstrategy Inc	DE	Financ	Loan	Finance Services	Montgomery Jeanine	VA	O	VP,CAO	S.d	-158	329.27	0	-6	8	D
3/26/25 16:12	3/24/25	MSTR	Microstrategy Inc	DE	Financ	Loan	Finance Services	Le Phong	VA	DO	P,CEO	M.d	0	0.00	7	43	24	D
3/26/25 16:12	3/24/25	MSTR	Microstrategy Inc	DE	Financ	Loan	Finance Services	Le Phong	VA	DO	P,CEO	S.d	-1,080	329.26	-3	-12	24	D
3/26/25 16:12	3/24/25	MSTR	Microstrategy Inc	DE	Financ	Loan	Finance Services	Shao Wei-Ming	VA	O	EVP,GC	M.d	0	0.00	5	82	11	D
3/26/25 16:12	3/24/25	MSTR	Microstrategy Inc	DE	Financ	Loan	Finance Services	Shao Wei-Ming	VA	O	EVP,GC	S.d	-675	329.26	-2	-16	11	D
3/26/25 16:12	3/24/25	MSTR	Microstrategy Inc	DE	Financ	Loan	Finance Services	Kang Andrew	VA	O	EVP,CFO	M.d	0	0.00	5	47	17	D
3/26/25 16:12	3/24/25	MSTR	Microstrategy Inc	DE	Financ	Loan	Finance Services	Kang Andrew	VA	O	EVP,CFO	S.d	-719	329.26	-2	-12	17	D
3/26/25 16:11	3/24/25	COIN	Coinbase Global, Inc.	DE	Financ	Loan	Finance Services	Haas Alesia J	NY	O	CFO	S	-1,863	200.00	-9	-7	131	M
3/26/25 16:09	3/25/25	COIN	Coinbase Global, Inc.	DE	Financ	Loan	Finance Services	Armstrong Brian	NY	DOT	CB,CEO	S.d	-1,982	198.15	-10	-95	1	I
3/25/25 15:03	3/22/25	SNFCA	Security National Financial Corp	UT	Financ	Loan	Finance Services	Love Ludmya B	UT	D		M.d	135	12.82	11	New	11	D
3/24/25 19:43	3/24/25	CLSK	Cleanspark, Inc.	NV	Financ	Loan	Finance Services	Wood Thomas Leigh	NV	D		S	-357	8.04	-44	-19	187	D
3/24/25 19:27	3/20/25	OPFI	Oppfi Inc.		Financ	Loan	Finance Services	Schwartz Theodore G	IL	DT		M.dm	0	0.00	162	1	24,593	I
3/24/25 19:27	3/20/25	OPFI	Oppfi Inc.		Financ	Loan	Finance Services	Schwartz Theodore G	IL	DT		S.dm	-1,583	9.79	-162	-1	24,593	I
3/24/25 18:07	3/24/25	CLSK	Cleanspark, Inc.	NV	Financ	Loan	Finance Services	Cavaleri Amanda	NV	D		S	-104	7.97	-13	-8	140	D
3/24/25 16:09	3/20/25	MSTR	Microstrategy Inc	DE	Financ	Loan	Finance Services	Kang Andrew	VA	O	EVP,CFO	P	128	85.00	2	12	14	D
3/24/25 16:07	3/20/25	MSTR	Microstrategy Inc	DE	Financ	Loan	Finance Services	Shao Wei-Ming	VA	O	EVP,GC	P	43	85.00	1	7	8	D
3/24/25 16:05	3/20/25	MSTR	Microstrategy Inc	DE	Financ	Loan	Finance Services	Le Phong	VA	DO	P,CEO	P	510	85.00	6	42	20	D
3/21/25 19:38	3/20/25	SOFI	Sofi Technologies, Inc.	DE	Financ	Loan	Finance Services	Keough Kelli	CA	O	EVP,GBUL	S	-142	12.72	-11	-5	226	D
3/21/25 19:38	3/20/25	SOFI	Sofi Technologies, Inc.	DE	Financ	Loan	Finance Services	Rishel Jeremy	CA	O	CTO	S	-867	12.64	-69	-9	655	D
3/20/25 19:51	3/18/25	OPFI	Oppfi Inc.		Financ	Loan	Finance Services	Schwartz Theodore G	IL	DT		M.dm	0	0.00	160	1	24,755	I
3/20/25 19:51	3/18/25	OPFI	Oppfi Inc.		Financ	Loan	Finance Services	Schwartz Theodore G	IL	DT		S.dm	-1,504	9.40	-160	-1	24,755	I
3/20/25 06:00	3/17/25	RIOT	Riot Platforms, Inc.	NV	Financ	Loan	Finance Services	Mouton Douglas	CO	D		P	65	7.74	8	70	20	D
3/18/25 21:19	3/14/25	OPFI	Oppfi Inc.		Financ	Loan	Finance Services	Schwartz Theodore G	IL	DT		M.dm	0	0.00	159	1	24,915	I
3/18/25 21:19	3/14/25	OPFI	Oppfi Inc.		Financ	Loan	Finance Services	Schwartz Theodore G	IL	DT		S.dm	-1,455	9.13	-159	-1	24,915	I
3/18/25 20:53	3/17/25	CMPO	Composecure, Inc.	DE	Financ	Loan	Finance Services	Deangelo Joseph J	NJ	D		P	501	11.12	45	New	45	D
3/18/25 20:36	3/14/25	ANY	Sphere 3D Corp.		Financ	Loan	Finance Services	Kalbfleisch Kurt L.	CT	O	Acting C	M.d	0	0.00	12	8	154	D
3/18/25 20:32	3/14/25	SOFI	Sofi Technologies, Inc.	DE	Financ	Loan	Finance Services	Simcock Stephen	CA	O	GC	M.d	0	0.00	71	135	124	D
3/18/25 20:32	3/14/25	SOFI	Sofi Technologies, Inc.	DE	Financ	Loan	Finance Services	Noto Anthony	CA	DO	CEO	M.d	0	0.00	655	7	9,792	D
3/18/25 20:31	3/14/25	SOFI	Sofi Technologies, Inc.	DE	Financ	Loan	Finance Services	Keough Kelli	CA	O	EVP,GBUL	M.d	0	0.00	109	85	237	D
3/18/25 20:31	3/14/25	SOFI	Sofi Technologies, Inc.	DE	Financ	Loan	Finance Services	Rishel Jeremy	CA	O	CTO	M.d	0	0.00	272	60	724	D
3/18/25 20:31	3/14/25	SOFI	Sofi Technologies, Inc.	DE	Financ	Loan	Finance Services	White Derek J	CA	O	CEO - Ga	M.d	0	0.00	148	18	961	D
3/18/25 20:31	3/14/25	SOFI	Sofi Technologies, Inc.	DE	Financ	Loan	Finance Services	Lapointe Christopher	CA	O	CFO,PAO	M.d	0	0.00	135	11	1,373	D
3/18/25 17:05	3/14/25	GREE	Greenidge Generation Holdings Inc.	DE	Financ	Loan	Finance Services	Mulvihill Christian	NY	O	CFO	S	-1	0.7700	-1	-1	54	D
3/18/25 17:03	3/15/25	WD	Walker & Dunlop, Inc.	MD	Financ	Loan	Finance Services	Groman Daniel J	MD	O	EVP,GC,S	M.d	0	0.00	4	30	16	D
3/18/25 17:02	3/15/25	WD	Walker & Dunlop, Inc.	MD	Financ	Loan	Finance Services	Pryor Paula A.	MD	O	EVP,CHRO	M.d	0	0.00	4	43	15	D
3/18/25 17:01	3/15/25	WD	Walker & Dunlop, Inc.	MD	Financ	Loan	Finance Services	Schmaltz Dana L	MD	D		M.d	0	0.00	1	1	80	D
3/18/25 17:01	3/15/25	WD	Walker & Dunlop, Inc.	MD	Financ	Loan	Finance Services	Florkowski Gregory	MD	O	EVP,CFO	M.d	0	0.00	5	20	29	D
3/18/25 17:00	3/15/25	WD	Walker & Dunlop, Inc.	MD	Financ	Loan	Finance Services	Walker William M	MD	DO	CB,CEO	M.d	0	0.00	6	1	966	D
3/18/25 17:00	3/15/25	WD	Walker & Dunlop, Inc.	MD	Financ	Loan	Finance Services	Wells Donna	MD	D		M.d	0	0.00	1	56	3	D
3/18/25 16:54	3/17/25	LDI	Loandepot, Inc.		Financ	Loan	Finance Services	Hsieh Anthony Li	CA	DT		S.d	-654	1.50	-436	0	119,923	I
3/18/25 16:33	3/14/25	RIOT	Riot Platforms, Inc.	NV	Financ	Loan	Finance Services	Cho Hannah	CO	D		S	-92	7.70	-12	-17	59	D
3/18/25 16:32	3/17/25	LDI	Loandepot, Inc.		Financ	Loan	Finance Services	Hayes David R	CA	O	CFO	M.d	0	0.00	67	38	243	D
3/17/25 20:00	3/17/25	CMPO	Composecure, Inc.	DE	Financ	Loan	Finance Services	Lowe Adam Joseph	NJ	O	Chief Pr	S	-55	11.01	-5	0	1,481	D
3/17/25 16:15	3/13/25	COIN	Coinbase Global, Inc.	DE	Financ	Loan	Finance Services	Armstrong Brian	NY	DOT	CB,CEO	S.d	-2,808	187.23	-15	-97	1	I
3/14/25 20:00	3/12/25	CMPO	Composecure, Inc.	DE	Financ	Loan	Finance Services	Lowe Adam Joseph	NJ	O	Chief Pr	S	-206	10.97	-19	-1	1,486	D
3/12/25 19:27	3/10/25	CPSS	Consumer Portfolio Services, Inc.	CA	Financ	Loan	Finance Services	Roberts William B	NV	D		S.m	-41	9.26	-4	-1	686	D
3/12/25 18:03	3/11/25	MARA	Mara Holdings, Inc.	NV	Financ	Loan	Finance Services	Nowaid Zabi	FL	O	GC	S	-27	13.34	-2	0	864	D
3/12/25 17:33	3/7/25	OPFI	Oppfi Inc.		Financ	Loan	Finance Services	Vennettilli David	IL	D		M.d	0	0.00	43	89	92	M
3/12/25 17:33	3/7/25	OPFI	Oppfi Inc.		Financ	Loan	Finance Services	Vennettilli David	IL	D		S.dm	-688	9.30	-74	-45	92	M
3/12/25 17:18	3/10/25	OPRT	Oportun Financial Corp	DE	Financ	Loan	Finance Services	Mueller Casey	CA	O	Global C	S	-157	5.99	-26	-13	172	D
3/12/25 17:16	3/10/25	OPRT	Oportun Financial Corp	DE	Financ	Loan	Finance Services	Kirscht Patrick	CA	O	Chief Cr	S	-272	5.99	-45	-13	294	D
3/12/25 17:13	3/10/25	OPRT	Oportun Financial Corp	DE	Financ	Loan	Finance Services	Layton Kathleen I.	CA	O	GC	S	-76	5.99	-13	-12	90	D
3/11/25 19:14	3/10/25	CRGY	Crescent Energy Co	DE	Financ	Loan	Finance Services	Independence Energy Aggregator L.P.	TX	T		S.d	-29,222	9.91	-2,949	-10	26,758	I
3/11/25 08:40	3/7/25	AXP	American Express Co	NY	Financ	Loan	Finance Services	Angelakis Michael J	NY	D		P	999	269.89	4	New	4	D
3/10/25 21:15	3/10/25	BUR	Burford Capital Ltd	Y7	Financ	Loan	Finance Services	Lenkner Travis	Y7	O	Chief De	P	335	13.25	25	New	25	D
3/10/25 19:23	3/6/25	UPST	Upstart Holdings, Inc.	DE	Financ	Loan	Finance Services	Gu Paul	CA	DO	Chief Te	M.dm	654	18.04	36	3	1,072	D
3/7/25 18:43	3/5/25	CPSS	Consumer Portfolio Services, Inc.	CA	Financ	Loan	Finance Services	Roberts William B	NV	D		S.m	-94	9.41	-10	-1	690	D
3/7/25 15:07	3/6/25	CORZ	Core Scientific, Inc./Tx	DE	Financ	Loan	Finance Services	Weiss Eric Stanton	DE	D		P	51	8.46	6	3	222	D
3/6/25 18:45	3/6/25	CORZ	Core Scientific, Inc./Tx	DE	Financ	Loan	Finance Services	Levy Jordan	DE	D		P	501	8.01	63	26	307	D
3/6/25 17:45	3/6/25	WD	Walker & Dunlop, Inc.	MD	Financ	Loan	Finance Services	Walker William M	MD	DO	CB,CEO	P	1,509	86.21	18	2	963	D
3/6/25 17:39	3/4/25	AXP	American Express Co	NY	Financ	Loan	Finance Services	Marrs Anna	NY	O	Group P,	M.d	2,881	177.06	16	172	26	D
3/6/25 17:39	3/4/25	AXP	American Express Co	NY	Financ	Loan	Finance Services	Marrs Anna	NY	O	Group P,	S.d	-6,321	287.88	-22	-46	26	D
3/6/25 16:14	3/4/25	COIN	Coinbase Global, Inc.	DE	Financ	Loan	Finance Services	Jones Jennifer N.	NY	O	Chief Ac	S	-522	200.86	-3	-100	0	D
3/5/25 18:23	3/3/25	CORZ	Core Scientific, Inc./Tx	DE	Financ	Loan	Finance Services	Becker Todd A	DE	D		S.d	-1,443	10.75	-134	-41	196	D
3/5/25 17:44	3/3/25	RIOT	Riot Platforms, Inc.	NV	Financ	Loan	Finance Services	Marleau Hubert	CO	D		S	-584	9.58	-61	-92	5	D
3/5/25 17:21	3/3/25	PWP	Perella Weinberg Partners	DE	Financ	Loan	Finance Services	Weinberg Peter A	NY	DO	CB	S.m	-3,091	21.92	-141	-6	2,245	M
3/5/25 16:25	3/3/25	BTM	Bitcoin Depot Inc.		Financ	Loan	Finance Services	Buchanan Christopher Scott	GA	DO	COO	S	-2	1.11	-2	-1	219	D
3/5/25 16:25	3/3/25	BTM	Bitcoin Depot Inc.		Financ	Loan	Finance Services	Smalley Mark James	GA	O	Chief Co	S	-1	1.13	-1	-1	78	D
3/5/25 16:18	3/3/25	COIN	Coinbase Global, Inc.	DE	Financ	Loan	Finance Services	Armstrong Brian	NY	DOT	CB,CEO	S.d	-5,776	231.04	-25	-98	1	I
3/5/25 16:17	3/3/25	COIN	Coinbase Global, Inc.	DE	Financ	Loan	Finance Services	Brock Lawrence J	NY	O	Chief Pe	S	-1,078	221.42	-5	-19	21	D
3/5/25 16:15	3/3/25	COIN	Coinbase Global, Inc.	DE	Financ	Loan	Finance Services	Grewal Paul	NY	O	GC	M.d	263	26.26	10	14	83	D
3/5/25 16:15	3/3/25	COIN	Coinbase Global, Inc.	DE	Financ	Loan	Finance Services	Grewal Paul	NY	O	GC	S.d	-2,185	218.55	-10	-11	83	D
3/5/25 16:06	3/3/25	UPST	Upstart Holdings, Inc.	DE	Financ	Loan	Finance Services	Cooper Kerry Whorton	CA	D		S	-34	68.09	-1	-2	26	I
3/4/25 20:48	3/3/25	MARA	Mara Holdings, Inc.	NV	Financ	Loan	Finance Services	Khan Salman Hassan	FL	O	CFO	S	-256	15.31	-17	-1	2,084	D
3/4/25 19:57	2/28/25	UPST	Upstart Holdings, Inc.	DE	Financ	Loan	Finance Services	Darling Scott	CA	O	GC	M.dm	126	13.22	10	7	150	D
3/4/25 19:57	2/28/25	UPST	Upstart Holdings, Inc.	DE	Financ	Loan	Finance Services	Darling Scott	CA	O	GC	S.dm	-1,146	65.43	-18	-10	150	D
3/4/25 19:47	3/3/25	COOP	Mr. Cooper Group Inc.	DE	Financ	Loan	Finance Services	Bray Jesse K	TX	DO	CEO	M.d	0	0.00	130	15	1,016	M
3/4/25 19:47	3/3/25	COOP	Mr. Cooper Group Inc.	DE	Financ	Loan	Finance Services	Bray Jesse K	TX	DO	CEO	S.d	-3,367	112.24	-30	-3	1,016	M
3/4/25 19:42	3/15/24	EXOD	Exodus Movement, Inc.	DE	Financ	Loan	Finance Services	Castagnoli Daniel	NE	DT		S	-1	6.75	0	0	800	D
3/4/25 19:20	2/28/25	SYF	Synchrony Financial	NY	Financ	Loan	Finance Services	Doubles Brian D	CT	DO	See rema	M.d	1,452	29.79	49	7	713	D
3/4/25 19:20	2/28/25	SYF	Synchrony Financial	NY	Financ	Loan	Finance Services	Doubles Brian D	CT	DO	See rema	S.d	-8,939	60.09	-149	-17	713	D
3/4/25 19:20	3/3/25	SYF	Synchrony Financial	NY	Financ	Loan	Finance Services	Casellas Alberto	CT	O	See rema	M.d	465	29.79	16	38	56	D
3/4/25 19:20	3/3/25	SYF	Synchrony Financial	NY	Financ	Loan	Finance Services	Casellas Alberto	CT	O	See rema	S.d	-3,482	60.01	-58	-51	56	D
3/4/25 19:20	3/3/25	SYF	Synchrony Financial	NY	Financ	Loan	Finance Services	Wenzel Brian J. Sr.	CT	O	See rema	S	-3,763	60.01	-63	-48	68	D
3/4/25 19:20	3/3/25	SYF	Synchrony Financial	NY	Financ	Loan	Finance Services	Juel Carol	CT	O	See rema	M.d	1,178	33.90	35	151	58	D
3/4/25 19:20	3/3/25	SYF	Synchrony Financial	NY	Financ	Loan	Finance Services	Juel Carol	CT	O	See rema	S.d	-5,410	59.19	-91	-61	58	D
3/4/25 19:19	3/3/25	SYF	Synchrony Financial	NY	Financ	Loan	Finance Services	Owens Darrell	CT	O	See rema	S	-665	60.01	-11	-33	22	D
3/4/25 19:19	3/3/25	SYF	Synchrony Financial	NY	Financ	Loan	Finance Services	Schaller Bart	CT	O	See rema	M.d	984	33.91	29	231	42	D
3/4/25 19:19	3/3/25	SYF	Synchrony Financial	NY	Financ	Loan	Finance Services	Schaller Bart	CT	O	See rema	S.d	-4,445	59.18	-75	-64	42	D
3/4/25 19:19	3/3/25	SYF	Synchrony Financial	NY	Financ	Loan	Finance Services	Howse Curtis	CT	O	See rema	S	-2,043	60.01	-34	-24	108	D
3/4/25 19:19	3/3/25	SYF	Synchrony Financial	NY	Financ	Loan	Finance Services	Gentleman Courtney	CT	O	See rema	S	-601	60.01	-10	-35	19	D
3/4/25 19:01	2/28/25	BENF	Beneficient	NV	Financ	Loan	Finance Services	Welday Jeff	TX	O	See Rema	S.m	-1	0.3624	-1	-1	140	D
3/4/25 16:59	2/28/25	PWP	Perella Weinberg Partners	DE	Financ	Loan	Finance Services	Gottschalk Alexandra	NY	O	CFO	M.d	0	0.00	4	5	93	D
3/4/25 16:58	2/28/25	PWP	Perella Weinberg Partners	DE	Financ	Loan	Finance Services	Steel Robert K	NY	D		M.d	0	0.00	30	31	127	D
3/4/25 16:53	2/28/25	LDI	Loandepot, Inc.		Financ	Loan	Finance Services	Patenaude Pamela H.	CA	D		M.d	0	0.00	15	7	229	D
3/4/25 16:51	2/28/25	LDI	Loandepot, Inc.		Financ	Loan	Finance Services	Pcp Managers Gp, LLC	CA	DT		M.d	0	0.00	30	1	4,237	I
3/4/25 16:47	2/28/25	LDI	Loandepot, Inc.		Financ	Loan	Finance Services	Lee John Hoon	CA	D		M.d	0	0.00	15	8	210	D
3/4/25 16:45	2/28/25	LDI	Loandepot, Inc.		Financ	Loan	Finance Services	Lepore Dawn G	CA	D		M.d	0	0.00	15	8	210	D
3/4/25 16:44	2/28/25	LDI	Loandepot, Inc.		Financ	Loan	Finance Services	Hsieh Anthony Li	CA	DT		M.d	0	0.00	15	0	6,634	D
3/4/25 16:43	2/28/25	LDI	Loandepot, Inc.		Financ	Loan	Finance Services	Ozonian Steven	CA	D		M.d	0	0.00	15	17	104	D
2/28/25 16:24	2/26/25	AXP	American Express Co	NY	Financ	Loan	Finance Services	Lieberman Quinn Jessica	NY	O	EVP - Co	S	-898	296.43	-3	-79	1	D
2/27/25 20:00	2/25/25	CMPO	Composecure, Inc.	DE	Financ	Loan	Finance Services	Gourbault Amanda Mandy	NJ	O	Chief Re	S.m	-171	16.08	-11	-1	822	D

D	Derivative transaction in filing (usually option exercise)
M	Multiple transactions in filing; earliest reported transaction date and weighted average transaction price
A	Amended filing
E	Error detected in filing

S - Sale	Sale of securities on an exchange or to another person
S - Sale+OE	Sale of securities on an exchange or to another person (after option exercise)
F - Tax	Payment of exercise price or tax liability using portion of securities received from the company
P - Purchase	Purchase of securities on an exchange or from another person

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