Insider at

04

Insider transactions

05
1 buys (P) 1 sells (S) Net: $84,351 + 76 non-open-market transactions below Avg return of open purchases vs now: -24.3% last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

76 other filings hidden
DateTickerCodeSharesPriceValue Owned afterΔ ownA/Dvs now
June 18, 2026 SOFI S 1,188 $17.55 $20,849 88,200 Direct -1.33% Disposed -9.3% (price as of 2026-10-05)
Feb. 6, 2026 SOFI P 5,000 $21.04 $105,200 17,172 Indirect +41.08% Acquired -24.3% (price as of 2026-10-05)
Feb. 2, 2023 SOFI S 200,000 $8.06 $1,612,000 1,253,269 Direct -13.76% Disposed 97.5% (price as of 2026-10-05)
Dec. 20, 2006 SLMBP S 3,000 $50.00 $150,000 80,906 Direct -3.58% Disposed 47.5% (price as of 2026-10-05)
Dec. 20, 2006 SLMBP S 3,000 $50.00 $150,000 80,906 Direct -3.58% Disposed 47.5% (price as of 2026-10-05)
Aug. 1, 2006 SLMBP S 3,000 $50.00 $150,000 83,906 Direct -3.45% Disposed 47.5% (price as of 2026-10-05)
May 1, 2006 SLMBP S 3,000 $52.86 $158,580 86,906 Direct -3.34% Disposed 39.5% (price as of 2026-10-05)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II) Options, RSUs and convertible securities reported on Form 4 Table II.

06
DateTickerSecurityUnderlying Exercise priceExpirationSharesA/D
Sept. 14, 2026 SOFI Restricted Stock Unit Common Stock (36,057) · · 36,057 Disposed
June 17, 2026 SOFI Restricted Stock Unit Common Stock (2,823) · · 2,823 Disposed
June 15, 2026 SOFI Restricted Stock Unit Common Stock (36,057) · · 36,057 Disposed
June 9, 2026 SOFI Restricted Stock Unit Common Stock (5,149) · · 5,149 Disposed
March 16, 2026 SOFI Restricted Stock Unit Common Stock (36,057) · · 36,057 Disposed
Feb. 9, 2026 SOFI Restricted Stock Unit Common Stock (144,229) · · 144,229 Acquired
June 14, 2024 SOFI Restricted Stock Unit Common Stock (10,115) · · 10,115 Disposed
March 14, 2024 SOFI Restricted Stock Unit Common Stock (10,113) · · 10,113 Disposed
Feb. 6, 2024 SOFI Stock Options (right to buy) Common Stock (24,742) $0.41 Feb. 12, 2024 24,742 Disposed
Dec. 14, 2023 SOFI Restricted Stock Unit Common Stock (137,803) · · 137,803 Disposed
Sept. 14, 2023 SOFI Restricted Stock Unit Common Stock (137,801) · · 137,801 Disposed
June 14, 2023 SOFI Restricted Stock Unit Common Stock (137,805) · · 137,805 Disposed
March 20, 2023 SOFI Restricted Stock Unit Common Stock (277,710) · · 277,710 Acquired
March 14, 2023 SOFI Restricted Stock Unit Common Stock (45,231) · · 45,231 Disposed
Dec. 14, 2022 SOFI Common Stock Common Stock (56,150) · · 56,150 Disposed
Sept. 14, 2022 SOFI Common Stock Common Stock (56,151) · · 56,151 Disposed
June 14, 2022 SOFI Common Stock Common Stock (56,147) · · 56,147 Disposed
March 24, 2022 SOFI Restricted Stock Unit Common Stock (147,866) · · 147,866 Disposed
March 16, 2022 SOFI Restricted Stock Unit Common Stock (53,686) · · 53,686 Disposed
Dec. 14, 2021 SOFI Restricted Stock Unit Common Stock (53,683) · · 53,683 Disposed
Sept. 14, 2021 SOFI Restricted Stock Unit Common Stock (53,686) · · 53,686 Disposed
Aug. 2, 2021 SOFI Restricted Stock Unit Common Stock (53,683) · · 53,683 Disposed
May 28, 2021 SOFI Stock Options (right to buy) Common Stock (609,465) $7.33 June 1, 2027 609,465 Acquired
May 28, 2021 SOFI Restricted Stock Unit Common Stock (151,715) · · 151,715 Acquired
May 28, 2021 SOFI Restricted Stock Unit Common Stock (304,989) · · 304,989 Acquired
May 28, 2021 SOFI Stock Options (right to buy) Common Stock (41,905) $7.33 June 1, 2027 41,905 Acquired
May 28, 2021 SOFI Stock Options (right to buy) Common Stock (24,742) $0.41 Feb. 12, 2024 24,742 Acquired
Jan. 25, 2007 SLMBP Stock Option (Right to Buy) Common Stock (20,000) $45.41 Jan. 25, 2017 20,000 Acquired

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 31 holdings

07

Securities held when first becoming an insider, per SEC Form 3.

DateTickerSecuritySharesOwnership
Jan. 16, 2026 SOFI Common Stock 41,905 Direct
Jan. 16, 2026 SOFI Common Stock 12,172 Indirect
Jan. 16, 2026 SOFI Common Stock 2,210 Indirect
Jan. 16, 2026 SOFI Restricted Stock Unit→ Common Stock (5,149) 5,149 Direct
Jan. 16, 2026 SOFI Restricted Stock Unit→ Common Stock (2,823) 2,823 Direct
Feb. 23, 2006 SLMBP Common Stock 89,906 Direct
Feb. 23, 2006 SLMBP Common Stock 352 Indirect
Feb. 23, 2006 SLMBP Phantom Stock Units 12,895 Direct
Feb. 23, 2006 SLMBP Phantom Stock Units→ Common Stock (397) 397 Direct
Feb. 23, 2006 SLMBP Stock Option (Right to Buy)→ Common Stock (7,334) 7,334 Direct
Feb. 23, 2006 SLMBP Stock Option (Right to Buy)→ Common Stock (19,299) 19,299 Direct
Feb. 23, 2006 SLMBP Stock Option (Right to Buy)→ Common Stock (4,596) 4,596 Direct
Feb. 23, 2006 SLMBP Stock Option (Right to Buy)→ Common Stock (28,757) 28,757 Direct
Feb. 23, 2006 SLMBP Stock Option (Right to Buy)→ Common Stock (180,000) 180,000 Direct
Feb. 23, 2006 SLMBP Stock Option (Right to Buy)→ Common Stock (45,000) 45,000 Direct
Feb. 23, 2006 SLMBP Stock Option (Right to Buy)→ Common Stock (20,000) 20,000 Direct
Feb. 23, 2006 SLMBP Stock Option (Right to Buy)→ Common Stock (20,000) 20,000 Direct
Feb. 23, 2006 SLMBP Stock Option (Right to Buy)→ Common Stock (15,000) 15,000 Direct
Feb. 23, 2006 SLMBP Common Stock 89,906 Direct
Feb. 23, 2006 SLMBP Common Stock 352 Indirect
Feb. 23, 2006 SLMBP Phantom Stock Units 12,895 Direct
Feb. 23, 2006 SLMBP Phantom Stock Units→ Common Stock (397) 397 Direct
Feb. 23, 2006 SLMBP Stock Option (Right to Buy)→ Common Stock (4,596) 4,596 Direct
Feb. 23, 2006 SLMBP Stock Option (Right to Buy)→ Common Stock (28,757) 28,757 Direct
Feb. 23, 2006 SLMBP Stock Option (Right to Buy)→ Common Stock (180,000) 180,000 Direct
Feb. 23, 2006 SLMBP Stock Option (Right to Buy)→ Common Stock (45,000) 45,000 Direct
Feb. 23, 2006 SLMBP Stock Option (Right to Buy)→ Common Stock (7,334) 7,334 Direct
Feb. 23, 2006 SLMBP Stock Option (Right to Buy)→ Common Stock (19,299) 19,299 Direct
Feb. 23, 2006 SLMBP Stock Option (Right to Buy)→ Common Stock (20,000) 20,000 Direct
Feb. 23, 2006 SLMBP Stock Option (Right to Buy)→ Common Stock (20,000) 20,000 Direct
Feb. 23, 2006 SLMBP Stock Option (Right to Buy)→ Common Stock (15,000) 15,000 Direct