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Insider Trading Intelligence
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KC

Kerry Whorton Cooper

UPST
DIRECTOR · UPSTART HOLDINGS, INC. · CIK 0001817263
FILING MIX · LIFETIME71%/29%
BUYS
20
SELLS
8
TOTAL VALUE
$353.4K
COMPANIES
2
ACTIVE SINCE
Aug 2020
HOLDINGS NOW
96,079
AVG SELL PX
$33.90
TRADE KIND
SHOWING 28 / 28
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
8 backtested trades · 8 horizons · 10 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Kerry Whorton Cooper, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d8+75.00%+2.79%-0.38%+3.17%-2.43%—
14d8+75.00%+4.42%+0.42%+4.00%-3.16%—
30d8+87.50%+5.54%+2.02%+3.52%-10.13%—
60d8+87.50%+9.24%+3.58%+5.66%-17.96%—
90d8+87.50%-3.12%+4.22%-7.34%-21.66%—
180d8(1 pending)+85.71%-18.05%+7.38%-25.43%-21.44%—
1y8(3 pending)+100.00%-17.39%+17.84%-32.13%-34.99%—
2y8(6 pending)+50.00%+198.53%+50.42%+148.10%+148.10%—
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
UPST · 6,476 shares · as of May 29, 2026
06,48412,96719,45125,93420222023202420252026SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
2026
FLOW · 20 buys / 8 sellsCOVERAGE · 24 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
PCG
PG&E CORP
SALE10b5-1
10b5-1 plan
1,250$16.50$20.6K89,602.58Jun 2, 2026Jun 3, 2026 ↗View →
UPST
UPSTART HOLDINGS, INC.
PURCHASEGRANT
Stock grant
6,476——6,476May 29, 2026Jun 2, 2026 ↗View →
PCG
PG&E CORP
PURCHASEGRANT
Stock grant
17,639——90,852.58May 21, 2026May 26, 2026 ↗View →
PCG
PG&E CORP
SALE10b5-1
10b5-1 plan
2,500$18.68$46.7K73,140.78Mar 17, 2026Mar 17, 2026 ↗View →
UPST
UPSTART HOLDINGS, INC.
PURCHASEGRANT
Stock grant
1,459——25,393Jan 12, 2026Jan 16, 2026 ↗View →
UPST
UPSTART HOLDINGS, INC.
SALE10b5-1
10b5-1 plan
1,500$50.00$75.0K23,934Dec 12, 2025Dec 15, 2025 ↗View →
UPST
UPSTART HOLDINGS, INC.
SALE10b5-1
10b5-1 plan
500$69.21$34.6K25,434Sep 2, 2025Sep 4, 2025 ↗View →
UPST
UPSTART HOLDINGS, INC.
SALE10b5-1
10b5-1 plan
500$46.92$23.5K25,934Jun 2, 2025Jun 4, 2025 ↗View →
UPST
UPSTART HOLDINGS, INC.
PURCHASEGRANT
Stock grant
4,314——4,314May 27, 2025May 29, 2025 ↗View →
PCG
PG&E CORP
PURCHASEGRANT
Stock grant
17,038——75,468.71May 22, 2025May 27, 2025 ↗View →
UPST
UPSTART HOLDINGS, INC.
SALE10b5-1
10b5-1 plan
500$68.09$34.0K18,156Mar 3, 2025Mar 5, 2025 ↗View →
UPST
UPSTART HOLDINGS, INC.
PURCHASEGRANT
Stock grant
695——18,656Jan 10, 2025Jan 14, 2025 ↗View →
UPST
UPSTART HOLDINGS, INC.
SALE10b5-1
10b5-1 plan
500$74.59$37.3K17,961Dec 2, 2024Dec 4, 2024 ↗View →
UPST
UPSTART HOLDINGS, INC.
PURCHASEGRANT
Stock grant
8,278——8,278May 30, 2024Jun 3, 2024 ↗View →
PCG
PG&E CORP
PURCHASEGRANT
Stock grant
9,677——58,352.11May 17, 2024May 21, 2024 ↗View →
UPST
UPSTART HOLDINGS, INC.
PURCHASEGRANT
Stock grant
666——8,792Jan 10, 2024Jan 12, 2024 ↗View →
UPST
UPSTART HOLDINGS, INC.
PURCHASEGRANT
Stock grant
9,669——9,669May 25, 2023May 30, 2023 ↗View →
PCG
PG&E CORP
PURCHASEGRANT
Stock grant
10,836——48,649May 19, 2023May 23, 2023 ↗View →
UPST
UPSTART HOLDINGS, INC.
PURCHASE
2,000$19.93$39.9K5,917May 15, 2023May 17, 2023 ↗View →
UPST
UPSTART HOLDINGS, INC.
PURCHASEGRANT
Stock grant
3,149——3,917Jan 10, 2023Jan 12, 2023 ↗View →
UPST
UPSTART HOLDINGS, INC.
SALE
2,000$20.92$41.8K768Nov 11, 2022Nov 15, 2022 ↗View →
PCG
PG&E CORP
PURCHASEGRANT
Stock grant
11,532——37,813May 19, 2022May 23, 2022 ↗View →
UPST
UPSTART HOLDINGS, INC.
PURCHASEGRANT
Stock grant
2,209——4,977May 18, 2022May 20, 2022 ↗View →
UPST
UPSTART HOLDINGS, INC.
PURCHASEGRANT
Stock grant
177——2,768Jan 10, 2022Jan 12, 2022 ↗View →
UPST
UPSTART HOLDINGS, INC.
PURCHASEGRANT
Stock grant
294——2,591May 27, 2021Jun 2, 2021 ↗View →
PCG
PG&E CORP
PURCHASEGRANT
Stock grant
13,461——26,281May 20, 2021May 24, 2021 ↗View →
UPST
UPSTART HOLDINGS, INC.
PURCHASEGRANT
Stock grant
2,297——2,297Mar 15, 2021Mar 17, 2021 ↗View →
PCG
PG&E CORP
PURCHASEGRANT
Stock grant
12,820——12,820Aug 3, 2020Aug 5, 2020 ↗View →
Other insiders · UPST
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About this filer
CIK 0001817263
ROLE
Director
PRIMARY
UPST
COMPANIES
2
ACTIVE SINCE
Aug 2020
MARKETPEEL · /INSIDER/0001817263DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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