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Upstart Holdings, Inc. (UPST) has filed a Form 144 indicating a proposed insider sale under SEC Rule 144.

• Securities to be sold: 10,957 common shares.
• Estimated market value: US $834,683, based on the broker-quoted price at the time of filing.
• Broker: Charles Schwab & Co., Inc., Westlake, TX.
• Planned sale date: 08 July 2025 on the NASDAQ.
• Securities outstanding: 95,144,858 shares; proposed sale represents roughly 0.012 % of total shares.

The shares were recently acquired on 08 July 2025 through a stock-option exercise executed via a cashless, broker-assisted transaction. The same filer sold 1,278 shares on 01 July 2025 for gross proceeds of US $85,639, signalling an ongoing liquidation of option-derived shares within the preceding three-month window.

While Form 144 filings are not binding commitments to sell, they disclose the intent and establish regulatory clearance for a potential transaction within the next 90 days. The modest size relative to Upstart鈥檚 float suggests limited direct dilution or price pressure, but investors often monitor continued insider selling for sentiment cues.

Form 144 filed for Upstart Holdings, Inc. (UPST) details the proposed sale of 5,000 common shares on or around 07/08/2025 through Charles Schwab & Co. at an aggregate market value of $400,210. The shares were acquired the same day via a cashless exercise of employee stock options; therefore, no new shares are issued and the transaction is non-dilutive.

The filing lists prior insider activity by Scott Darling over the last three months, totaling 26,115 shares sold for gross proceeds of $1.44 million. Including the newly proposed trade, cumulative insider sales reach 31,115 shares. Relative to the company鈥檚 outstanding share count of 95.1 million, the upcoming 5,000-share sale represents approximately 0.005% of shares outstanding, indicating minimal mechanical impact on float or liquidity.

While the dollar amounts are modest in the context of Upstart鈥檚 market capitalization, continued insider selling may draw investor attention, particularly given ongoing macro uncertainty affecting fintech valuations. The Form 144 also affirms that the seller possesses no undisclosed material adverse information, satisfying Rule 144 requirements.

Greif, Inc. (NYSE: GEF) has filed a Form 144 disclosing a proposed sale of 1,000 common shares, originally received as Performance Stock Units on 28 Feb 2020. The proposed sale, to be handled by Morgan Stanley Smith Barney LLC, is slated for approximately 8 July 2025 and is valued at $68,877.50. With roughly 26.13 million shares outstanding, the transaction represents an immaterial 0.004 % of total shares.

No additional sales were reported for the past three months, and the filer attests to having no undisclosed material information. The filing follows standard Rule 144 requirements and does not signal an immediate change to Greif鈥檚 capital structure or insider sentiment.

Given the small size relative to Greif鈥檚 market capitalization and daily trading volume, the transaction is unlikely to affect liquidity, pricing, or investor perception in a meaningful way.

Bank of Montreal (BMO) will issue Senior Medium-Term Notes, Series K 鈥� Autocallable Barrier Enhanced Return Notes 鈥� that mature on 31 July 2028. The notes are linked to the least-performing of two equity benchmarks: the Nasdaq-100 Technology Sector Index (NDXT) and the Russell 2000 Index (RTY).

Return mechanics

• Upside participation: If the notes are outstanding to maturity and the Least Performing Reference Asset closes at or above its Initial Level, investors receive 225% of the positive percentage change, with no explicit cap.
• Automatic call: Starting 31 July 2026, the notes will be automatically redeemed if both indices close above their Initial Levels on any Observation Date. The Call Amount equals $165 (year 1) or $330 (year 2) per $1,000, representing roughly 16.5% simple return per annum. After redemption, no further upside is available.
• Downside protection: Principal is protected down to a 70% barrier. If the Least Performing Reference Asset closes below 70% of its Initial Level at maturity, principal loss is 1-for-1 with the decline, up to total loss.

Key terms

• Pricing Date: 25 July 2025; Settlement: 30 July 2025.
• Valuation Date: 26 July 2028; Maturity: 31 July 2028.
• Issue price: 100% of face; estimated initial value: $965.20 (min $915) due to embedded costs.
• Agent commission: 1.20%; CUSIP: 06376EQY1; denominations: $1,000.
• No interest payments; not listed on any exchange; secondary liquidity, if any, will be provided at BMOCM鈥檚 discretion.

Risk highlights

• Exposure to Bank of Montreal credit risk; notes are unsecured obligations.
• If the Least Performing Reference Asset falls more than 30%, principal loss is uncapped.
• Early redemption risk: strong index performance triggers a call, limiting upside to the fixed Call Amount.
• Market value discount: embedded costs and hedging expenses mean secondary prices are expected to trade below issue price.
• Sector concentration (technology) and small-cap volatility heighten index risk; notes lack dividend exposure.

The product suits investors with a bullish to moderately bullish view on both indices over three years who can tolerate credit risk, path-dependency, illiquidity and potential loss of capital.

GeneDx Holdings Corp. (WGS) 鈥� Form 4 insider transaction

Chief Financial Officer Kevin Feeley disclosed the sale of 1,344 Class A common shares on 1 July 2025 under a pre-arranged Rule 10b5-1 trading plan adopted on 21 Aug 2024. The shares were sold in two blocks:

• 998 shares at a weighted-average price of $90.8621 (谤补苍驳别&苍产蝉辫;$90.366鈥�$91.2988)
• 346 shares at a weighted-average price of $91.8811 (谤补苍驳别&苍产蝉辫;$91.44鈥�$92.44)

After the transactions, Feeley鈥檚 direct ownership declined from 7,771 to 7,425 shares. At the reported prices, aggregate proceeds are roughly $122,500. No derivative transactions were reported.

The filing represents a ~17% reduction in Feeley鈥檚 directly-held shares and is relatively small in absolute dollar terms. Because the sales were executed pursuant to a 10b5-1 plan, they do not necessarily indicate a change in the executive鈥檚 outlook; however, investors often monitor insider activity as a sentiment gauge.

Upstart Holdings, Inc. (UPST) 鈥� Form 144 insider notice

Insider Natalia Mirgorodskaya has filed to sell up to 6,533 common shares through Charles Schwab on or about 07/02/2025. At the reference price used in the filing, the transaction is valued at roughly $457,674. The shares were obtained the same day via an employee stock-option cashless exercise. Mirgorodskaya also disclosed two prior sales in the last three months鈥�764 shares for $35,874 on 05/20/2025 and 1,340 shares for $59,215 on 05/23/2025.

With 95,144,858 shares outstanding, the proposed sale represents approximately 0.007 % of total shares, indicating a limited potential impact on the float. The filer certified that no undisclosed adverse information is known, in accordance with Rule 144 requirements.

Vimeo, Inc. (VMEO) Form 4 filing dated 07/02/2025 reports that director Lydia Jett received an equity award of 44,444 restricted stock units (RSUs) of common stock on 07/01/2025.

The RSUs vest in two equal installments on the first and second anniversaries of the grant date (22,222 shares each on 07/01/2026 and 07/01/2027). Following the grant, Jett directly beneficially owns 44,444 shares; no shares were sold and no cash price is listed, confirming the award is a standard component of board compensation.

The filing lists no derivative securities and references no Rule 10b5-1 trading plan. From an investor standpoint, the disclosure signals continued alignment of board incentives with shareholder interests but is not expected to have a material impact on Vimeo鈥檚 share count, earnings, or valuation given the company鈥檚 large outstanding share base.

Salesforce, Inc. (CRM) has filed a Form 144 signaling the intended sale of 144,000 common shares through Merrill Lynch on the NYSE around 01 July 2025. At the reference price used in the filing, the transaction is valued at approximately $39.24 million. The seller鈥攚hose name and relationship to Salesforce are not disclosed鈥攐riginally obtained the shares on 22 March 2019 via the exercise of a stock option and paid for them in cash on 22 March 2023. No additional Salesforce shares have been sold by this filer during the past three months. The proposed sale represents roughly 0.015 % of the company鈥檚 956 million shares outstanding, suggesting minimal impact on overall float or control. The filing contains no indication of a Rule 10b5-1 trading plan, nor any remarks beyond the standard certification language.

Salesforce, Inc. (CRM) has filed a Form 144 signaling the intended sale of 144,000 common shares through Merrill Lynch on the NYSE around 01 July 2025. At the reference price used in the filing, the transaction is valued at approximately $39.24 million. The seller鈥攚hose name and relationship to Salesforce are not disclosed鈥攐riginally obtained the shares on 22 March 2019 via the exercise of a stock option and paid for them in cash on 22 March 2023. No additional Salesforce shares have been sold by this filer during the past three months. The proposed sale represents roughly 0.015 % of the company鈥檚 956 million shares outstanding, suggesting minimal impact on overall float or control. The filing contains no indication of a Rule 10b5-1 trading plan, nor any remarks beyond the standard certification language.