Thomas Clayton Wilkes

SOFI

VICE CHAIRMAN - GALILEO · SOFI TECHNOLOGIES, INC. · CIK 0001864754

FILING MIX · LIFETIME33%/67%

BUYS

SELLS

TOTAL VALUE

$234.63M

COMPANIES

ACTIVE SINCE

May 2021

HOLDINGS NOW

42,645,574

AVG SELL PX

$20.96

Trades · vs SPY

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Performance · forward returns vs SPY

2 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by Thomas Clayton Wilkes, 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.

HORIZON	TRADES	WIN RATE	INSIDER RETURN	SPY RETURN	MEAN EXCESS	MEDIAN EXCESS	T-STAT
7d	2	+100.00%	-6.91%	-1.28%	-5.63%	-5.63%	—
14d	2	+50.00%	-1.10%	-1.59%	+0.49%	+0.49%	—
30d	2	+50.00%	-1.36%	-2.00%	+0.63%	+0.63%	—
60d	2	+50.00%	+5.13%	+1.25%	+3.88%	+3.88%	—
90d	2	+100.00%	-19.64%	+0.11%	-19.75%	-19.75%	—
180d	2	+100.00%	-54.38%	-8.90%	-45.48%	-45.48%	—
1y	2	+100.00%	-67.95%	-12.56%	-55.39%	-55.39%	—
2y	2	+100.00%	-54.08%	+1.01%	-55.10%	-55.10%	—

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

SOFI · 42,645,574 shares · as of Nov 18, 2021

Trading cadence · quarterly flow

BUY ● SELL ●

2021

FLOW · 1 buys / 2 sellsCOVERAGE · 3 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
SOFI SOFI TECHNOLOGIES, INC.	SALE Vice Chairman - Galileo	10,076,668	$21.60	$217.66M	42,645,574	Nov 18, 2021	Nov 19, 2021 ↗
SOFI SOFI TECHNOLOGIES, INC.	SALE Vice Chairman - Galileo	1,119,413	$15.16	$16.97M	52,802,242	Sep 13, 2021	Sep 15, 2021 ↗
SOFI SOFI TECHNOLOGIES, INC.	PURCHASEGRANT Stock grant	53,921,655	—	—	53,921,655	May 28, 2021	Jun 2, 2021 ↗

Other insiders · SOFI

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About this filer

CIK 0001864754

ROLE

Vice Chairman - Galileo

PRIMARY

SOFI

COMPANIES

ACTIVE SINCE

May 2021

MARKETPEEL · /INSIDER/0001864754DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Thomas Clayton Wilkes

The morning brief, before the bell.