Affiliations
- President - Sofi Bank at Sofi Technologies Inc. (SOFI), 2024-03-19
- Executive Vice President at Fifth Third Bancorp (FITB), 2017-05-02
| Company | Symbol | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
| SOFI | $7.99 | 152,041 | Officer | 157,857 | 2023-11-02 | Filing |
| SOFI | $8.68 | 90,458 | Officer | 229,449 | 2023-06-16 | Filing |
| FITB | $23.75 | 6,700 | Officer | 89,364 | 2016-11-10 | Filing |
| FITB | $23.75 | 14,198 | Officer | 96,064 | 2016-11-10 | Filing |