As of August 27, 2026, the three largest insider holders of UPST are Daniel S Loeb (TenPercentOwner, 17.40Mn shares), Dave Girouard (Chief Executive Officer, 9.12Mn shares), Paul Gu (Chief Technology Offier, 1.15Mn shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Daniel S Loeb | TenPercentOwner, Other | 0 | 17,400,000 | 17,400,000 | 64.1% | 03 Dec, 2021 |
| 2 | Dave Girouard | Chief Executive Officer | 0 | 8,512,941 | 8,512,941 | 31.4% | 07 May, 2026 |
| 3 | Alison Nicoll | General Counsel And Secretary | 412,983 | 0 | 412,983 | 1.5% | 28 Jun, 2022 |
| 4 | Sanjay Datta | President, Capital Enterprise | 292,578 | 0 | 292,578 | 1.1% | 21 Aug, 2026 |
| 5 | Andrea Blankmeyer | Chief Financial Officer | 152,208 | 0 | 152,208 | 0.6% | 19 Aug, 2026 |
| 6 | Scott Darling | Chief Legal Officer | 73,306 | 0 | 73,306 | 0.3% | 21 Aug, 2026 |
| 7 | Paul Gu | Chief Executive Officer | 0 | 70,000 | 70,000 | 0.3% | 13 May, 2026 |
| 8 | Ciaran O'Kelly | Director | 39,484 | 0 | 39,484 | 0.1% | 02 Jun, 2026 |
| 9 | Hilliard C. Iii Terry | Director | 37,432 | 0 | 37,432 | 0.1% | 02 Jun, 2026 |
| 10 | Mary Hentges | Director | 37,149 | 0 | 37,149 | 0.1% | 02 Jun, 2026 |
| 11 | Natalia Mirgorodskaya | Corporate Controller | 35,875 | 0 | 35,875 | 0.1% | 27 Aug, 2026 |
| 12 | Jeff Huber | Director | 29,671 | 0 | 29,671 | 0.1% | 29 May, 2025 |
| 13 | Anna M. Counselman | Svp, People And Operations | 19,143 | 0 | 19,143 | 0.1% | 23 Feb, 2022 |
| 14 | Peter J Bernard | Director | 11,392 | 0 | 11,392 | 0.0% | 02 Jun, 2026 |
| 15 | Cassidy Sukhinder Singh | Director | 8,278 | 0 | 8,278 | 0.0% | 03 Dec, 2024 |
| 16 | Kerry Whorton Cooper | Director | 6,476 | 0 | 6,476 | 0.0% | 02 Jun, 2026 |
| 17 | Timothy H Wennes | Director | 6,476 | 0 | 6,476 | 0.0% | 02 Jun, 2026 |
Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 25 Aug, 2026 | Natalia Mirgorodskaya | Officer | Disposed S | 913 | $30.03 | $27.42K | 35,875 | Direct |
| 20 Aug, 2026 | Natalia Mirgorodskaya | Officer | Disposed S | 586 | $28.09 | $16.46K | 36,788 | Direct |
| 20 Aug, 2026 | Scott Darling | Chief Legal Officer | Disposed S | 7,696 | $28.09 | $216.22K | 73,306 | Direct |
| 19 Aug, 2026 | Sanjay Datta | President, Capital Enterprise | Disposed S | 10,000 | $31.46 | $314.63K | 301,523 | Direct |
| 20 Aug, 2026 | Sanjay Datta | President, Capital Enterprise | Disposed S | 8,945 | $28.09 | $251.30K | 292,578 | Direct |
| 17 Aug, 2026 | Andrea Blankmeyer | Chief Financial Officer | Disposed S | 7,175 | $29.36 | $210.65K | 155,208 | Direct |
| 19 Aug, 2026 | Andrea Blankmeyer | Chief Financial Officer | Disposed S | 3,000 | $29.33 | $87.99K | 152,208 | Direct |
| 09 Jun, 2026 | Sanjay Datta | President, Capital Enterprise | Disposed S | 15,000 | $30.41 | $456.12K | 313,556 | Direct |
| 29 May, 2026 | Peter J Bernard | Director | Acquired A | 6,476 | $0.00 | $0 | 11,392 | Direct |
| 29 May, 2026 | Mary Hentges | Director | Acquired A | 6,476 | $0.00 | $0 | 37,149 | Direct |
| 29 May, 2026 | Hilliard C. Iii Terry | Director | Acquired A | 6,476 | $0.00 | $0 | 37,432 | Direct |
| 29 May, 2026 | Kerry Whorton Cooper | Director | Acquired A | 6,476 | $0.00 | $0 | 6,476 | Direct |
| 26 May, 2026 | Natalia Mirgorodskaya | Officer | Disposed S | 974 | $28.99 | $28.24K | 37,374 | Direct |
| 20 May, 2026 | Scott Darling | Chief Legal Officer | Disposed S | 6,634 | $28.78 | $190.91K | 88,728 | Direct |
| 20 May, 2026 | Natalia Mirgorodskaya | Officer | Disposed S | 526 | $28.77 | $15.13K | 38,348 | Direct |
| 15 May, 2026 | Andrea Blankmeyer | Chief Financial Officer | Disposed S | 2,759 | $28.96 | $79.90K | 166,668 | Direct |
| 15 May, 2026 | Scott Darling | Chief Legal Officer | Disposed S | 286 | $28.84 | $8.25K | 103,864 | Direct |
| 15 May, 2026 | Natalia Mirgorodskaya | Officer | Acquired M | 4,600 | $1.35 | $6.21K | 38,874 | Direct |
| 15 May, 2026 | Andrea Blankmeyer | Chief Financial Officer | Disposed S | 4,184 | $30.05 | $125.72K | 162,484 | Direct |
| 15 May, 2026 | Natalia Mirgorodskaya | Officer | Disposed M | 4,600 | $0.00 | $0 | 0 | Direct |