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Nasdaq · USD

CDLX

Cardlytics, Inc.

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Tapewire entity
7603
SEC CIK
0001666071
Parsed reports
677

Last 12 months

Inside the activity.

2 purchase rows · 16 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202603
Feb 202602
Mar 202600
Apr 202604
May 202620
Jun 202600
Jul 202603
Aug 202602
Sep 202600
Oct 202602

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
May 19, 2021 Filed May 21, 2021 20:25 UTC
SOMERS KIRKChief Legal & Privacy Officer
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 3,125 $0.00 Strike: $30.44 $0.00
Disclosure

SEC source: 0001666071-21-000095 · wf-form4_162162871923684.xml · derivative · entry 2

SOMERS KIRK · CIK 0001204015 · Chief Legal & Privacy Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60

Underlying: Common Stock · 3,125 shares

Expires 2027-07-07

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: Fully vested.

Read SEC document
May 19, 2021 Filed May 21, 2021 20:25 UTC
SOMERS KIRKChief Legal & Privacy Officer
Exercise / conversionCommon Stock 3,125 $30.44 $95,125.00
Disclosure

SEC source: 0001666071-21-000095 · wf-form4_162162871923684.xml · nonDerivative · entry 1

SOMERS KIRK · CIK 0001204015 · Chief Legal & Privacy Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,622

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes 165 shares of Common Stock acquired under the Issuer's Employee Stock Purchase Plan.

Read SEC document
May 17, 2021 Filed May 18, 2021 20:51 UTC SaleCommon Stock 633 $90.62 $57,362.46
Disclosure

SEC source: 0001666071-21-000090 · wf-form4_162137105275158.xml · nonDerivative · entry 3

Grimes Scott D. · CIK 0001617486 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 81,112

F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the trustee of the 2013 Scott Grimes GRAT UAD (the "GRAT") on November 15, 2019, as amended March 12, 2020.

F5 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $90.25 to $90.91, inclusive

F3 · ownership.nature: The reportable securities are held by the GRAT.

Read SEC document
May 17, 2021 Filed May 18, 2021 20:51 UTC SaleCommon Stock 1,023 $89.51 $91,568.73
Disclosure

SEC source: 0001666071-21-000090 · wf-form4_162137105275158.xml · nonDerivative · entry 2

Grimes Scott D. · CIK 0001617486 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 81,745

F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the trustee of the 2013 Scott Grimes GRAT UAD (the "GRAT") on November 15, 2019, as amended March 12, 2020.

F4 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $89.23 to $89.92, inclusive

F3 · ownership.nature: The reportable securities are held by the GRAT.

Read SEC document
May 17, 2021 Filed May 18, 2021 20:51 UTC SaleCommon Stock 344 $88.34 $30,388.96
Disclosure

SEC source: 0001666071-21-000090 · wf-form4_162137105275158.xml · nonDerivative · entry 1

Grimes Scott D. · CIK 0001617486 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 82,768

F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the trustee of the 2013 Scott Grimes GRAT UAD (the "GRAT") on November 15, 2019, as amended March 12, 2020.

F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $88.19 to $88.55, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (2), (4), and (5) to this Form 4.

F3 · ownership.nature: The reportable securities are held by the GRAT.

Read SEC document
May 14, 2021 Filed Jun 1, 2021 17:03 UTC
BALEN JOHN VDirector
PurchaseCommon Stock 1,000 $92.92 $92,920.00
Disclosure

SEC source: 0001666071-21-000115 · wf-form4_162258140244754.xml · nonDerivative · entry 2

BALEN JOHN V · CIK 0001181211 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,074

F2 · price: The price reported is a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $92.8863 to $92.98, inclusive.

Read SEC document
May 14, 2021 Filed Jun 1, 2021 17:03 UTC
BALEN JOHN VDirector
PurchaseCommon Stock 1,000 $91.57 $91,570.00
Disclosure

SEC source: 0001666071-21-000115 · wf-form4_162258140244754.xml · nonDerivative · entry 1

BALEN JOHN V · CIK 0001181211 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,074

F1 · price: The price reported is a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $91.565 to $91.57, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in footnotes (1), (2), and (3) to this Form 4.

Read SEC document
May 10, 2021 Filed May 11, 2021 18:32 UTC
Christiansen AndrewChief Financial Officer
SaleCommon Stock 250 $98.25 $24,562.50
Disclosure

SEC source: 0001666071-21-000088 · wf-form4_162077232536742.xml · nonDerivative · entry 7

Christiansen Andrew · CIK 0001805400 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,656

F7 · kind: These transactions were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 13, 2020.

Read SEC document
May 10, 2021 Filed May 11, 2021 22:31 UTC
SOMERS KIRKChief Legal & Privacy Officer
SaleCommon Stock 32 $95.48 $3,055.36
Disclosure

SEC source: 0001666071-21-000087 · wf-form4_162077226751798.xml · nonDerivative · entry 4

SOMERS KIRK · CIK 0001204015 · Chief Legal & Privacy Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,332

F1 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for RSUs that vested on April 1, 2021.

Read SEC document
May 10, 2021 Filed May 11, 2021 22:31 UTC
SOMERS KIRKChief Legal & Privacy Officer
SaleCommon Stock 5,000 $98.25 $491,250.00
Disclosure

SEC source: 0001666071-21-000087 · wf-form4_162077226751798.xml · nonDerivative · entry 3

SOMERS KIRK · CIK 0001204015 · Chief Legal & Privacy Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,364

F4 · kind: These transactions were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 13, 2020.

Read SEC document
May 07, 2021 Filed May 11, 2021 18:32 UTC
Christiansen AndrewChief Financial Officer
SaleCommon Stock 50 $105.15 $5,257.50
Disclosure

SEC source: 0001666071-21-000088 · wf-form4_162077232536742.xml · nonDerivative · entry 6

Christiansen Andrew · CIK 0001805400 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,906

F1 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for RSUs that vested on April 1, 2021.

Read SEC document
May 07, 2021 Filed May 11, 2021 18:32 UTC
Christiansen AndrewChief Financial Officer
SaleCommon Stock 204 $104.02 $21,220.08
Disclosure

SEC source: 0001666071-21-000088 · wf-form4_162077232536742.xml · nonDerivative · entry 5

Christiansen Andrew · CIK 0001805400 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,956

F1 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for RSUs that vested on April 1, 2021.

F6 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $104.01 to $104.06, inclusive.

Read SEC document
May 07, 2021 Filed May 11, 2021 18:32 UTC
Christiansen AndrewChief Financial Officer
SaleCommon Stock 550 $103.46 $56,903.00
Disclosure

SEC source: 0001666071-21-000088 · wf-form4_162077232536742.xml · nonDerivative · entry 4

Christiansen Andrew · CIK 0001805400 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,160

F1 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for RSUs that vested on April 1, 2021.

F5 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $102.99 to $103.98, inclusive.

Read SEC document
May 07, 2021 Filed May 11, 2021 18:32 UTC
Christiansen AndrewChief Financial Officer
SaleCommon Stock 850 $102.25 $86,912.50
Disclosure

SEC source: 0001666071-21-000088 · wf-form4_162077232536742.xml · nonDerivative · entry 3

Christiansen Andrew · CIK 0001805400 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,710

F1 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for RSUs that vested on April 1, 2021.

F4 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $101.93 to $102.83, inclusive.

Read SEC document
May 07, 2021 Filed May 11, 2021 18:32 UTC
Christiansen AndrewChief Financial Officer
SaleCommon Stock 1,000 $100.98 $100,980.00
Disclosure

SEC source: 0001666071-21-000088 · wf-form4_162077232536742.xml · nonDerivative · entry 2

Christiansen Andrew · CIK 0001805400 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,560

F1 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for RSUs that vested on April 1, 2021.

F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $100.61 to $101.55, inclusive.

Read SEC document
May 07, 2021 Filed May 11, 2021 18:32 UTC
Christiansen AndrewChief Financial Officer
SaleCommon Stock 287 $99.93 $28,679.91
Disclosure

SEC source: 0001666071-21-000088 · wf-form4_162077232536742.xml · nonDerivative · entry 1

Christiansen Andrew · CIK 0001805400 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,560

F1 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for RSUs that vested on April 1, 2021.

F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $99.59 to $100.24, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (2), (3), (4), (5) and (6) to this Form 4.

Read SEC document
May 07, 2021 Filed May 11, 2021 22:31 UTC
SOMERS KIRKChief Legal & Privacy Officer
SaleCommon Stock 1,000 $100.91 $100,910.00
Disclosure

SEC source: 0001666071-21-000087 · wf-form4_162077226751798.xml · nonDerivative · entry 2

SOMERS KIRK · CIK 0001204015 · Chief Legal & Privacy Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,364

F1 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for RSUs that vested on April 1, 2021.

F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $100.81 to $101.10, inclusive.

Read SEC document
May 07, 2021 Filed May 11, 2021 22:31 UTC
SOMERS KIRKChief Legal & Privacy Officer
SaleCommon Stock 1,544 $100.29 $154,847.76
Disclosure

SEC source: 0001666071-21-000087 · wf-form4_162077226751798.xml · nonDerivative · entry 1

SOMERS KIRK · CIK 0001204015 · Chief Legal & Privacy Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,364

F1 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for RSUs that vested on April 1, 2021.

F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $99.81 to $100.76, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (2) and (3) to this Form 4.

Read SEC document
May 07, 2021 Filed May 11, 2021 20:15 UTC SaleCommon Stock 152 $105.08 $15,972.16
Disclosure

SEC source: 0001666071-21-000086 · wf-form4_162076412766456.xml · nonDerivative · entry 5

Grimes Scott D. · CIK 0001617486 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 244,530

F1 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for RSUs that vested on April 1, 2021.

F6 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $104.94 to $105.22, inclusive.

Read SEC document
May 07, 2021 Filed May 11, 2021 20:15 UTC SaleCommon Stock 1,243 $103.68 $128,874.24
Disclosure

SEC source: 0001666071-21-000086 · wf-form4_162076412766456.xml · nonDerivative · entry 4

Grimes Scott D. · CIK 0001617486 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 244,682

F1 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for RSUs that vested on April 1, 2021.

F5 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $103.185 to $104.14, inclusive.

Read SEC document
May 07, 2021 Filed May 11, 2021 20:15 UTC SaleCommon Stock 1,800 $102.35 $184,230.00
Disclosure

SEC source: 0001666071-21-000086 · wf-form4_162076412766456.xml · nonDerivative · entry 3

Grimes Scott D. · CIK 0001617486 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 245,925

F1 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for RSUs that vested on April 1, 2021.

F4 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $101.90 to $102.83, inclusive.

Read SEC document
May 07, 2021 Filed May 11, 2021 20:15 UTC SaleCommon Stock 1,300 $101.10 $131,430.00
Disclosure

SEC source: 0001666071-21-000086 · wf-form4_162076412766456.xml · nonDerivative · entry 2

Grimes Scott D. · CIK 0001617486 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 247,725

F1 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for RSUs that vested on April 1, 2021.

F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $100.82 to $101.63, inclusive.

Read SEC document
May 07, 2021 Filed May 11, 2021 20:15 UTC SaleCommon Stock 802 $100.33 $80,464.66
Disclosure

SEC source: 0001666071-21-000086 · wf-form4_162076412766456.xml · nonDerivative · entry 1

Grimes Scott D. · CIK 0001617486 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 249,025

F1 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for RSUs that vested on April 1, 2021.

F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $99.81 to $100.70, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (2), (3), (4), (5) and (6) to this Form 4.

Read SEC document
May 07, 2021 Filed May 11, 2021 20:14 UTC
Laube Lynne MarieDirector · Chief Executive Officer
SaleCommon Stock 500 $104.36 $52,180.00
Disclosure

SEC source: 0001666071-21-000085 · wf-form4_162076404922676.xml · nonDerivative · entry 5

Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 308,114

F1 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for RSUs that vested on April 1, 2021.

F6 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $104.06 to $104.97, inclusive.

Read SEC document
May 07, 2021 Filed May 11, 2021 20:14 UTC
Laube Lynne MarieDirector · Chief Executive Officer
SaleCommon Stock 1,900 $103.48 $196,612.00
Disclosure

SEC source: 0001666071-21-000085 · wf-form4_162076404922676.xml · nonDerivative · entry 4

Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 308,614

F1 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for RSUs that vested on April 1, 2021.

F5 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $102.925 to $103.915, inclusive.

Read SEC document
May 07, 2021 Filed May 11, 2021 20:14 UTC
Laube Lynne MarieDirector · Chief Executive Officer
SaleCommon Stock 2,900 $102.33 $296,757.00
Disclosure

SEC source: 0001666071-21-000085 · wf-form4_162076404922676.xml · nonDerivative · entry 3

Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 310,514

F1 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for RSUs that vested on April 1, 2021.

F4 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $101.88 to $102.83, inclusive.

Read SEC document
May 07, 2021 Filed May 11, 2021 20:14 UTC
Laube Lynne MarieDirector · Chief Executive Officer
SaleCommon Stock 2,300 $101.08 $232,484.00
Disclosure

SEC source: 0001666071-21-000085 · wf-form4_162076404922676.xml · nonDerivative · entry 2

Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 313,414

F1 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for RSUs that vested on April 1, 2021.

F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $100.82 to $101.50, inclusive.

Read SEC document
May 07, 2021 Filed May 11, 2021 20:14 UTC
Laube Lynne MarieDirector · Chief Executive Officer
SaleCommon Stock 1,453 $100.24 $145,648.72
Disclosure

SEC source: 0001666071-21-000085 · wf-form4_162076404922676.xml · nonDerivative · entry 1

Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 315,714

F1 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for RSUs that vested on April 1, 2021.

F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $99.81 to $100.61, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (2), (3), (4), (5) and (6) to this Form 4.

Read SEC document
May 03, 2021 Filed May 5, 2021 22:22 UTC SaleCommon Stock 175 $137.63 $24,085.25
Disclosure

SEC source: 0001666071-21-000084 · wf-form4_162025331456265.xml · nonDerivative · entry 4

Grimes Scott D. · CIK 0001617486 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 83,112

F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the trustee of the 2013 Scott Grimes GRAT UAD (the "GRAT") on November 15, 2019, as amended March 12, 2020.

F5 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $137.32 to $138.05, inclusive.

F3 · ownership.nature: The reportable securities are held by the GRAT.

Read SEC document
May 03, 2021 Filed May 5, 2021 22:22 UTC SaleCommon Stock 200 $135.87 $27,174.00
Disclosure

SEC source: 0001666071-21-000084 · wf-form4_162025331456265.xml · nonDerivative · entry 3

Grimes Scott D. · CIK 0001617486 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 83,287

F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the trustee of the 2013 Scott Grimes GRAT UAD (the "GRAT") on November 15, 2019, as amended March 12, 2020.

F3 · ownership.nature: The reportable securities are held by the GRAT.

Read SEC document
May 03, 2021 Filed May 5, 2021 22:22 UTC SaleCommon Stock 300 $135.14 $40,542.00
Disclosure

SEC source: 0001666071-21-000084 · wf-form4_162025331456265.xml · nonDerivative · entry 2

Grimes Scott D. · CIK 0001617486 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 83,487

F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the trustee of the 2013 Scott Grimes GRAT UAD (the "GRAT") on November 15, 2019, as amended March 12, 2020.

F4 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $134.78 to $135.40, inclusive.

F3 · ownership.nature: The reportable securities are held by the GRAT.

Read SEC document
May 03, 2021 Filed May 5, 2021 22:22 UTC SaleCommon Stock 1,325 $133.57 $176,980.25
Disclosure

SEC source: 0001666071-21-000084 · wf-form4_162025331456265.xml · nonDerivative · entry 1

Grimes Scott D. · CIK 0001617486 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 83,787

F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the trustee of the 2013 Scott Grimes GRAT UAD (the "GRAT") on November 15, 2019, as amended March 12, 2020.

F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $133.15 to $133.99, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (2), (4), and (5) to this Form 4.

F3 · ownership.nature: The reportable securities are held by the GRAT.

Read SEC document
April 27, 2021 Filed Apr 27, 2021 17:51 UTC
Christiansen AndrewChief Financial Officer
SaleCommon Stock 500 $139.00 $69,500.00
Disclosure

SEC source: 0001666071-21-000075 · wf-form4_161956024744397.xml · nonDerivative · entry 1

Christiansen Andrew · CIK 0001805400 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,847

F1 · kind: These transactions were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 13, 2020.

Read SEC document
April 23, 2021 Filed Apr 26, 2021 23:00 UTC SaleCommon Stock 300 $131.19 $39,357.00
Disclosure

SEC source: 0001666071-21-000074 · wf-form4_161947800314998.xml · nonDerivative · entry 6

Grimes Scott D. · CIK 0001617486 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 249,827

F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020.

F7 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $131.14 to $131.27, inclusive.

Read SEC document
April 23, 2021 Filed Apr 26, 2021 23:00 UTC SaleCommon Stock 290 $130.12 $37,734.80
Disclosure

SEC source: 0001666071-21-000074 · wf-form4_161947800314998.xml · nonDerivative · entry 5

Grimes Scott D. · CIK 0001617486 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 250,127

F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020.

F6 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $130.00 to $130.32, inclusive.

Read SEC document
April 23, 2021 Filed Apr 26, 2021 23:00 UTC SaleCommon Stock 300 $129.08 $38,724.00
Disclosure

SEC source: 0001666071-21-000074 · wf-form4_161947800314998.xml · nonDerivative · entry 4

Grimes Scott D. · CIK 0001617486 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 250,417

F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020.

F5 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $128.76 to $129.37, inclusive.

Read SEC document
April 23, 2021 Filed Apr 26, 2021 23:00 UTC SaleCommon Stock 200 $128.10 $25,620.00
Disclosure

SEC source: 0001666071-21-000074 · wf-form4_161947800314998.xml · nonDerivative · entry 3

Grimes Scott D. · CIK 0001617486 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 250,717

F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020.

F4 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $127.75 to $128.45, inclusive.

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April 23, 2021 Filed Apr 26, 2021 23:00 UTC SaleCommon Stock 310 $127.02 $39,376.20
Disclosure

SEC source: 0001666071-21-000074 · wf-form4_161947800314998.xml · nonDerivative · entry 2

Grimes Scott D. · CIK 0001617486 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 250,917

F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020.

F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $126.63 to $127.27, inclusive.

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April 23, 2021 Filed Apr 26, 2021 23:00 UTC SaleCommon Stock 600 $125.87 $75,522.00
Disclosure

SEC source: 0001666071-21-000074 · wf-form4_161947800314998.xml · nonDerivative · entry 1

Grimes Scott D. · CIK 0001617486 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 251,227

F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020.

F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $125.54 to $126.53, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (2), (3), (4), (5), (6) and (7) to this Form 4.

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April 16, 2021 Filed Apr 19, 2021 20:14 UTC SaleCommon Stock 560 $125.42 $70,235.20
Disclosure

SEC source: 0001666071-21-000072 · wf-form4_161886323030381.xml · nonDerivative · entry 4

Grimes Scott D. · CIK 0001617486 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 85,112

F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the trustee of the 2013 Scott Grimes GRAT UAD (the "GRAT") on November 15, 2019, as amended March 12, 2020.

F5 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $125.07 to $125.93, inclusive.

F2 · ownership.nature: The reportable securities are held by the GRAT.

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April 16, 2021 Filed Apr 19, 2021 20:14 UTC SaleCommon Stock 849 $124.32 $105,547.68
Disclosure

SEC source: 0001666071-21-000072 · wf-form4_161886323030381.xml · nonDerivative · entry 3

Grimes Scott D. · CIK 0001617486 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 85,672

F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the trustee of the 2013 Scott Grimes GRAT UAD (the "GRAT") on November 15, 2019, as amended March 12, 2020.

F4 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $124.07 to $125.05, inclusive.

F2 · ownership.nature: The reportable securities are held by the GRAT.

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April 16, 2021 Filed Apr 19, 2021 20:14 UTC SaleCommon Stock 391 $123.11 $48,136.01
Disclosure

SEC source: 0001666071-21-000072 · wf-form4_161886323030381.xml · nonDerivative · entry 2

Grimes Scott D. · CIK 0001617486 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 86,521

F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the trustee of the 2013 Scott Grimes GRAT UAD (the "GRAT") on November 15, 2019, as amended March 12, 2020.

F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $122.78 to $123.54, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (3), (4), and (5) to this Form 4.

F2 · ownership.nature: The reportable securities are held by the GRAT.

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April 16, 2021 Filed Apr 19, 2021 20:14 UTC SaleCommon Stock 200 $121.06 $24,212.00
Disclosure

SEC source: 0001666071-21-000072 · wf-form4_161886323030381.xml · nonDerivative · entry 1

Grimes Scott D. · CIK 0001617486 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 86,912

F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the trustee of the 2013 Scott Grimes GRAT UAD (the "GRAT") on November 15, 2019, as amended March 12, 2020.

F2 · ownership.nature: The reportable securities are held by the GRAT.

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April 14, 2021 Filed Apr 14, 2021 17:53 UTC
Christiansen AndrewChief Financial Officer
SaleCommon Stock 250 $119.00 $29,750.00
Disclosure

SEC source: 0001666071-21-000071 · wf-form4_161843722362712.xml · nonDerivative · entry 2

Christiansen Andrew · CIK 0001805400 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,347

F1 · kind: These transactions were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 13, 2020.

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April 13, 2021 Filed Apr 14, 2021 21:50 UTC
Laube Lynne MarieDirector · Chief Executive Officer
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 2,139 $0.00 Strike: $8.32 $0.00
Disclosure

SEC source: 0001666071-21-000067 · wf-form4_161843699694165.xml · derivative · entry 17

Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,424

Underlying: Common Stock · 2,139 shares

Expires 2023-07-18

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 2, 2020.

F13 · derivative.exercise_date: Fully vested.

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April 13, 2021 Filed Apr 14, 2021 21:50 UTC
Laube Lynne MarieDirector · Chief Executive Officer
SaleCommon Stock 100 $110.88 $11,088.00
Disclosure

SEC source: 0001666071-21-000067 · wf-form4_161843699694165.xml · nonDerivative · entry 13

Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 317,167

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 2, 2020.

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April 13, 2021 Filed Apr 14, 2021 21:50 UTC
Laube Lynne MarieDirector · Chief Executive Officer
SaleCommon Stock 100 $108.64 $10,864.00
Disclosure

SEC source: 0001666071-21-000067 · wf-form4_161843699694165.xml · nonDerivative · entry 12

Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 317,267

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 2, 2020.

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April 13, 2021 Filed Apr 14, 2021 21:50 UTC
Laube Lynne MarieDirector · Chief Executive Officer
SaleCommon Stock 200 $107.78 $21,556.00
Disclosure

SEC source: 0001666071-21-000067 · wf-form4_161843699694165.xml · nonDerivative · entry 11

Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 317,367

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 2, 2020.

F10 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $107.565 to $108.04, inclusive.

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April 13, 2021 Filed Apr 14, 2021 21:50 UTC
Laube Lynne MarieDirector · Chief Executive Officer
SaleCommon Stock 315 $105.75 $33,311.25
Disclosure

SEC source: 0001666071-21-000067 · wf-form4_161843699694165.xml · nonDerivative · entry 10

Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 317,567

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 2, 2020.

F9 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $105.66 to $105.82, inclusive.

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April 13, 2021 Filed Apr 14, 2021 21:50 UTC
Laube Lynne MarieDirector · Chief Executive Officer
SaleCommon Stock 900 $104.95 $94,455.00
Disclosure

SEC source: 0001666071-21-000067 · wf-form4_161843699694165.xml · nonDerivative · entry 9

Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 317,882

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 2, 2020.

F8 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $104.575 to $105.565, inclusive.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.