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Upstart Holdings, Inc. — Investor Relations & Filings

Ticker · UPST ISIN · US91680M1071 LEI · 549300WNB47JRNENIC75 US Financial and insurance activities
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Filings indexed 854 across all filing types
Latest filing 2023-04-19 Director's Dealing
Country US United States of America
Listing US UPST

About Upstart Holdings, Inc.

https://www.upstart.com/

Upstart Holdings, Inc. operates a cloud-based artificial intelligence (AI) lending platform. The platform functions as a marketplace, connecting consumers seeking credit with a network of partner banks and credit unions. Upstart's proprietary AI model leverages non-traditional variables, in addition to traditional credit metrics, to assess risk and determine creditworthiness. This approach aims to improve access to affordable credit for consumers while reducing risk and operational costs for its lending partners. The company facilitates the origination of various consumer loan products, including unsecured personal loans, automotive refinance loans, and home equity lines of credit (HELOCs).

Recent filings

Filing Released Lang Actions
FORM 4
Director's Dealing
2023-04-19 English
Director's Dealing 2023
Director's Dealing Classification · 95% confidence The document text includes detailed information about a specific officer, Sanjay Datta, and references to securities transactions such as employee stock option exercises and broker payments. It mentions dates and share quantities, indicating insider trading activity. The presence of terms like 'Securities Sold During the Past 3 Months' and detailed transaction data strongly suggests this is a report of personal share transactions by a company director or executive. There is no indication of financial statements, earnings data, or other report types. Therefore, the document fits the definition of a Director's Dealing report.
2023-04-17 English
FORM 4
Director's Dealing
2023-04-12 English
ARS
Annual Report
2023-04-11 English
DEFA14A
Proxy Solicitation & Information Statement Classification · 100% confidence The document is a Schedule 14A filing, which is a Proxy Statement pursuant to Section 14(a) of the Securities Exchange Act of 1934. It includes information about the upcoming Annual Meeting, voting instructions, and proposals such as election of directors, ratification of auditors, and advisory approval of executive compensation. The document is titled 'Definitive Additional Materials' related to the proxy statement and is clearly intended to solicit shareholder votes. It does not contain financial statements or detailed management discussion but focuses on proxy solicitation and voting information. Therefore, it fits the category of Proxy Solicitation & Information Statement (PSI). The document length is 3326 characters, which is consistent with a proxy statement or related materials rather than a full annual report or earnings release.
2023-04-11 English
DEF 14A
Proxy Solicitation & Information Statement
2023-04-11 English

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