Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Nerdy Inc.NRDY · Entity 5208 | Chief Product Officer | March 02, 2023 | March 03, 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 March 02, 2023 · Filed March 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 1,105,754 |
Reported balance
After 2023-03-02 transaction · row 1
1 source rowRow 1 · 2023-03-02 · Sale · Disposed 19,049 · Balance 1,105,754 F1: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 14, 2022. F3: The price reported in Column 4 is a weighted-average price. The shares were sold in multiple transactions at prices ranging from $3.500 to $3.505, 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 at which the transactions were effected. F2: Shares were not sold as a result of any disagreement with the Company, and Ms. Robinson remains an officer of the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 14, 2022.
F2: Shares were not sold as a result of any disagreement with the Company, and Ms. Robinson remains an officer of the Company.
F3: The price reported in Column 4 is a weighted-average price. The shares were sold in multiple transactions at prices ranging from $3.500 to $3.505, 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 at which the transactions were effected.
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 |
|---|---|---|---|---|---|---|
| March 02, 2023 Filed Mar 3, 2023 13:48 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 19,049 | $3.50 | $66,673.40 |
DisclosureSEC source: 0001628280-23-006201 · wf-form4_167786926734502.xml · nonDerivative · entry 1 Robinson Heidi · CIK 0001880235 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,105,754 F1 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 14, 2022. F3 · price: The price reported in Column 4 is a weighted-average price. The shares were sold in multiple transactions at prices ranging from $3.500 to $3.505, 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 at which the transactions were effected. F2 · acquired: Shares were not sold as a result of any disagreement with the Company, and Ms. Robinson remains an officer of the Company. Read SEC document |
| February 15, 2023 Filed Feb 16, 2023 16:44 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 18,900 | $3.12 | $58,911.30 |
DisclosureSEC source: 0001628280-23-003906 · wf-form4_167658385994205.xml · nonDerivative · entry 1 Robinson Heidi · CIK 0001880235 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,124,803 F1 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 14, 2022. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $3.060 to $3.195, 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 at which the transactions were effected. F2 · acquired: Shares were not sold as a result of any disagreement with the Company and Ms. Robinson remains an officer of the Company. Read SEC document |
| February 02, 2023 Filed Feb 3, 2023 16:45 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 33,946 | $3.06 | $103,738.98 |
DisclosureSEC source: 0001628280-23-002232 · wf-form4_167546069697556.xml · nonDerivative · entry 2 Robinson Heidi · CIK 0001880235 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,143,703 F1 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 14, 2022. F4 · price: The price reported in Column 4 is a weighted-average price. The shares were sold in multiple transactions at prices ranging from $3.000 to $3.070, 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 at which the transactions were effected. F2 · acquired: Shares were not sold as a result of any disagreement with the Company, and Ms. Robinson remains an officer of the Company. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 16:45 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 34,401 | $3.02 | $103,719.02 |
DisclosureSEC source: 0001628280-23-002232 · wf-form4_167546069697556.xml · nonDerivative · entry 1 Robinson Heidi · CIK 0001880235 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,177,649 F1 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 14, 2022. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $3.000 to $3.070, 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 at which the transactions were effected. F2 · acquired: Shares were not sold as a result of any disagreement with the Company, and Ms. Robinson remains an officer of the Company. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 16:16 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 19,000 | $2.41 | $45,847.00 |
DisclosureSEC source: 0001628280-22-030303 · wf-form4_166871977697347.xml · nonDerivative · entry 1 Robinson Heidi · CIK 0001880235 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,212,050 F1 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 14, 2022. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $2.290 to $2.520, 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 at which the transactions were effected. F2 · acquired: Shares were not sold as a result of any disagreement with the Company and Ms. Robinson remains an officer of the Company. Read SEC document |
| October 17, 2022 Filed Oct 18, 2022 17:12 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 16,500 | $2.25 | $37,075.50 |
DisclosureSEC source: 0001628280-22-026573 · wf-form4_166612750642277.xml · nonDerivative · entry 1 Robinson Heidi · CIK 0001880235 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,231,050 F1 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 14, 2022. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $2.180 to $2.270, 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 at which the transactions were effected. F2 · acquired: Shares were not sold as a result of any disagreement with the Company and Ms. Robinson remains an officer of the Company. Read SEC document |
| September 26, 2022 Filed Sep 27, 2022 17:59 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 40,000 | $2.18 | $87,040.00 |
DisclosureSEC source: 0001628280-22-025575 · wf-form4_166431596411303.xml · nonDerivative · entry 1 Robinson Heidi · CIK 0001880235 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,247,550 F1 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 14, 2022. F3 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $2.110 to $2.240, 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 at which the transactions were effected. F2 · acquired: Shares were not sold as a result of any disagreement with the Company and Ms. Robinson remains an officer of the Company. Read SEC document |
| June 09, 2022 Filed Jun 13, 2022 19:02 UTC | Nerdy Inc. NRDY · Entity 5208 | GrantClass A Common Stock | 628,571 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-016986 · wf-form4_165516131792962.xml · nonDerivative · entry 1 Robinson Heidi · CIK 0001880235 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,287,550 F1 · shares: Represents Restricted Stock Units ("RSUs") issued under the Nerdy Inc. 2021 Equity Incentive Plan, as amended. Each RSU represents the contingent right to receive one share of the Issuer's Class A Common Stock. The RSUs shall vest as follows: one-third at various points during the period between June 9, 2022 and May 15, 2023, one-third at various points during the twelve months ending May 15, 2024, and one-third at various points during the twelve months ending May 15, 2025. Read SEC document |
| December 01, 2021 Filed Dec 2, 2021 14:57 UTC | Nerdy Inc. NRDY · Entity 5208 | GrantClass A Common Stock | 258,979 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-046551 · doc4.xml · nonDerivative · entry 2 Robinson Heidi · CIK 0001880235 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 658,979 F2 · kind: Represents RSUs issued under the Nerdy Inc. 2021 Equity Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's Class A Common Stock. The RSUs shall vest as follows: 20% at various points during the period between December 1, 2021 and December 1, 2022, 25% at various points during the twelve months ending December 1, 2023, 27.5% at various points during the twelve months ending December 1, 2024, and 27.5% at various points during the twelve months ending December 1, 2025. Read SEC document |
| December 01, 2021 Filed Dec 2, 2021 14:57 UTC | Nerdy Inc. NRDY · Entity 5208 | GrantClass A Common Stock | 400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-046551 · doc4.xml · nonDerivative · entry 1 Robinson Heidi · CIK 0001880235 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,000 F1 · kind: Represents Restricted Stock Units ("RSUs") issued under the Nerdy Inc. 2021 Equity Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's Class A Common Stock. The RSUs shall vest as follows: 20% at various points during the period between December 1, 2021 and August 15, 2022, 25% at various points during the twelve months ending August 15, 2023, 27.5% at various points during the twelve months ending August 15, 2024, and 27.5% at various points during the twelve months ending August 15, 2025. 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.