Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Nerdy Inc.NRDY · Entity 5208 | Director | May 03, 2023 | May 05, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Nerdy Inc.
Report date May 03, 2023 · Filed May 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.00 · Expires 2033-05-03 | Direct | 71,497 |
Reported balance
After 2023-05-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-05-03 · Grant · Acquired 71,497 · Balance 71,497 F1: The stock options will vest on the earlier of (i) the one-year anniversary of the grant date or (ii) the next annual meeting of Nerdy Inc. stockholders. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.00 · Expires 2033-05-03 | Direct | 22,641 |
Reported balance
After 2023-05-03 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-05-03 · Grant · Acquired 22,641 · Balance 22,641 F2: The number of options issued reflects the value of the reporting person's annual cash retainer and additional annual retainer for committee memberships for the Nerdy Inc. board of directors. The reporting person has elected to have all or a portion of their annual cash retainer and additional annual retainer for committee memberships paid in the form of equity in lieu of cash compensation. F1: The stock options will vest on the earlier of (i) the one-year anniversary of the grant date or (ii) the next annual meeting of Nerdy Inc. stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: The stock options will vest on the earlier of (i) the one-year anniversary of the grant date or (ii) the next annual meeting of Nerdy Inc. stockholders.
F2: The number of options issued reflects the value of the reporting person's annual cash retainer and additional annual retainer for committee memberships for the Nerdy Inc. board of directors. The reporting person has elected to have all or a portion of their annual cash retainer and additional annual retainer for committee memberships paid in the form of equity in lieu of cash compensation.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 03, 2023 Filed May 5, 2023 16:12 UTC | Nerdy Inc. NRDY · Entity 5208 | GrantStock Option (Right to Buy) · Derivative | 22,641 | $2.10 Strike: $3.00 | $47,500.82 |
DisclosureSEC source: 0001628280-23-016144 · wf-form4_168331752012212.xml · derivative · entry 2 Beaudoin Catherine · CIK 0001880238 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,641 Underlying: Class A Common Stock · 22,641 shares Expires 2033-05-03 F2 · security: The number of options issued reflects the value of the reporting person's annual cash retainer and additional annual retainer for committee memberships for the Nerdy Inc. board of directors. The reporting person has elected to have all or a portion of their annual cash retainer and additional annual retainer for committee memberships paid in the form of equity in lieu of cash compensation. F2 · shares: The number of options issued reflects the value of the reporting person's annual cash retainer and additional annual retainer for committee memberships for the Nerdy Inc. board of directors. The reporting person has elected to have all or a portion of their annual cash retainer and additional annual retainer for committee memberships paid in the form of equity in lieu of cash compensation. F1 · derivative.exercise_date: The stock options will vest on the earlier of (i) the one-year anniversary of the grant date or (ii) the next annual meeting of Nerdy Inc. stockholders. Read SEC document |
| May 03, 2023 Filed May 5, 2023 16:12 UTC | Nerdy Inc. NRDY · Entity 5208 | GrantStock Option (Right to Buy) · Derivative | 71,497 | $0.00 Strike: $3.00 | $0.00 |
DisclosureSEC source: 0001628280-23-016144 · wf-form4_168331752012212.xml · derivative · entry 1 Beaudoin Catherine · CIK 0001880238 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,497 Underlying: Class A Common Stock · 71,497 shares Expires 2033-05-03 F1 · derivative.exercise_date: The stock options will vest on the earlier of (i) the one-year anniversary of the grant date or (ii) the next annual meeting of Nerdy Inc. stockholders. Read SEC document |
| May 04, 2022 Filed May 6, 2022 18:53 UTC | Nerdy Inc. NRDY · Entity 5208 | GrantStock Option (Right to Buy) · Derivative | 189,358 | $0.00 Strike: $3.71 | $0.00 |
DisclosureSEC source: 0001628280-22-013144 · wf-form4_165187757531835.xml · derivative · entry 1 Beaudoin Catherine · CIK 0001880238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,358 Underlying: Class A Common Stock · 189,358 shares Expires 2032-05-03 F1 · derivative.exercise_date: The stock options will vest on the earlier of (i) the one-year anniversary of the grant date or (ii) the next annual meeting of Nerdy Inc. stockholders. Read SEC document |
| May 04, 2022 Filed May 11, 2022 16:27 UTC Amendment | Nerdy Inc. NRDY · Entity 5208 | GrantStock Option (Right to Buy) · Derivative | 65,104 | $0.00 Strike: $3.71 | $0.00 |
DisclosureSEC source: 0001628280-22-013840 · wf-form4a_165230085297713.xml · derivative · entry 1 Beaudoin Catherine · CIK 0001880238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,104 Underlying: Class A Common Stock · 65,104 shares Expires 2032-05-03 F1 · shares: The original Form 4, filed on May 6, 2022, is being amended by this Form 4 amendment solely to correct an administrative error, which led to overstating the amount of stock options granted to Ms. Beaudoin. F2 · derivative.exercise_date: The stock options will vest on the earlier of (i) the one-year anniversary of the grant date or (ii) the next annual meeting of Nerdy Inc. stockholders. F1 · derivative.underlying_shares: The original Form 4, filed on May 6, 2022, is being amended by this Form 4 amendment solely to correct an administrative error, which led to overstating the amount of stock options granted to Ms. Beaudoin. Read SEC document |
| September 20, 2021 Filed Sep 22, 2021 21:42 UTC | Nerdy Inc. NRDY · Entity 5208 | GrantStock Option (Right to Buy) · Derivative | 39,500 | $0.00 Strike: $11.20 | $0.00 |
DisclosureSEC source: 0000899243-21-037207 · doc4.xml · derivative · entry 1 Beaudoin Catherine · CIK 0001880238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,500 Underlying: Class A Common Stock · 39,500 shares Expires 2031-09-19 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.