Upstart Holdings, Inc.·4

Mar 4, 8:01 PM ET

Girouard Dave 4

4 · Upstart Holdings, Inc. · Filed Mar 4, 2025

Insider Transaction Report

Form 4
Period: 2025-02-28
Girouard Dave
DirectorChief Executive Officer10% Owner
Transactions
  • Award

    Employee Stock Option (Right to buy)

    2025-02-28+239,628239,628 total
    Exercise: $66.67Exp: 2035-02-27Common Stock (239,628 underlying)
Holdings
  • Common Stock

    (indirect: See Footnote)
    8,342,701
  • Common Stock

    (indirect: See Footnote)
    1,000,000
  • Common Stock

    (indirect: See Footnote)
    546,501
  • Common Stock

    (indirect: See Footnote)
    546,501
  • Common Stock

    (indirect: See Footnote)
    126,057
  • Common Stock

    (indirect: See Footnote)
    126,057
Footnotes (7)
  • [F1]These shares are held by 2008 D&T Girouard Revocable Trust, for which the Reporting Person serves as Trustee.
  • [F2]These shares are held by David J Girouard, as trustee of the DTG GRAT LLC, dated May 23,2023.
  • [F3]These shares are held by Tristen Baird Willard, as trustee of the TMG 2020 EXEMPT GIFT TRUST, dated October 19, 2020.
  • [F4]These shares are held by Tristen Baird Willard, as trustee of the JRG 2020 EXEMPT GIFT TRUST, dated October 19, 2020.
  • [F5]These shares are held by Tristen Baird Willard, as trustee of the TMG 2020 NONEXEMPT GIFT TRUST, dated October 19, 2020.
  • [F6]These shares are held by Tristen Baird Willard, as trustee of the JRG 2020 NONEXEMPT GIFT TRUST, dated October 19, 2020.
  • [F7]1/48th of the shares subject to the option shall vest on March 20, 2025 and each successive one-month period thereafter, subject to the Reporting Person continuing as a service provider through each such date.

Documents

1 file
  • 4
    wk-form4_1741136464.xmlPrimary

    FORM 4