Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cardlytics, Inc.CDLX · Entity 7603 | Director | November 08, 2022 | November 10, 2022 |
| Evergy, Inc.EVRG · Entity 3282 | Director | April 01, 2020 | April 02, 2020 |
| Plum Acquisition Corp. IIIAPTMU · Entity 83854 | Director | July 27, 2021 | July 27, 2021 |
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.
Cardlytics, Inc.
Report date November 08, 2022 · Filed November 10, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 248,779 |
Reported balance
After 2022-11-08 transaction · row 1
1 source rowRow 1 · 2022-11-08 · Sale · Disposed 6 · Balance 248,779 F1: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for performance stock units that vested on October 6, 2022. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 55,832 |
Reported balance
Holding disclosure · report date 2022-11-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 55,832 F2: The reportable securities are held by the UTMA Custodial account fbo Pierce Grimes. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 53,112 |
Reported balance
Holding disclosure · report date 2022-11-08 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 53,112 F3: The reportable securities are held by the 2013 Scott Grimes GRAT UAD. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for performance stock units that vested on October 6, 2022.
F2: The reportable securities are held by the UTMA Custodial account fbo Pierce Grimes.
F3: The reportable securities are held by the 2013 Scott Grimes GRAT UAD.
Evergy, Inc.
Report date April 01, 2020 · Filed April 02, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Director Deferred Share UnitsSEC Table II · derivative / convertible security | Direct | 13,666 |
Reported balance
After 2020-04-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-04-01 · Grant · Acquired 455 · Balance 13,666 F1: Director Deferred Share Units represent the right to receive one share of Evergy, Inc. ("Evergy") common stock, plus, if applicable, stock reflecting reinvested dividends. Units are converted to stock and distributed following termination of service on the Board pursuant to elections made by the reporting person. F2: Director Deferred Share Units received as partial payment of retainer fees that have been deferred pursuant to elections made by the reporting person. F3: Includes 122 deferred share units acquired through the reinvestment of dividend equivalents. |
| Common StockSEC Table I · non-derivative | Direct | 788 |
Reported balance
Holding disclosure · report date 2020-04-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 788 |
Filing footnotes · ownership attribution and instrument terms
F1: Director Deferred Share Units represent the right to receive one share of Evergy, Inc. ("Evergy") common stock, plus, if applicable, stock reflecting reinvested dividends. Units are converted to stock and distributed following termination of service on the Board pursuant to elections made by the reporting person.
F2: Director Deferred Share Units received as partial payment of retainer fees that have been deferred pursuant to elections made by the reporting person.
F3: Includes 122 deferred share units acquired through the reinvestment of dividend equivalents.
Plum Acquisition Corp. III
Report date July 27, 2021 · Filed July 27, 2021
This filing explicitly reported no securities owned.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
GREAT PLAINS ENERGY INC
Report date June 04, 2018 · Filed June 05, 2018
Section 16 reporting ended · disclosed 2018-06-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-06-04 transaction · row 1
1 source rowRow 1 · 2018-06-04 · Disposition to issuer · Disposed 1,318 · Balance 0 F1: Disposed of pursuant to that certain Amended and Restated Agreement and Plan of Merger ("Merger Agreement") dated as of July 9, 2017 by and among Great Plains Energy Incorporated ("Great Plains Energy"), Westar Energy, Inc., Evergy, Inc. ("Evergy") (formerly Monarch Energy Holding, Inc.), King Energy, Inc., and for certain limited purposes, GP Star, Inc. in exchange for shares of Evergy common stock at an exchange ratio of 0.5981 for each Great Plains Energy share on the effective date of the merger. On the effective date of the merger, the closing price of Great Plains Energy's common stock was $31.99 per share, and Evergy's common stock had not yet commenced trading on the New York Stock Exchange. |
| Director Deferred Share UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-06-04 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-06-04 · Disposition to issuer · Disposed 11,970 · Balance 0 F2: Director Deferred Share units are granted under the Long-Term Incentive Plan. Each unit represents the right to receive one share of Great Plains Energy Common Stock, plus stock reflecting reinvested dividends. Units are converted to stock and distributed following termination of service on the Board pursuant to elections made by the reporting person. F3: The Great Plains Energy Director Deferred Share units were exchanged for Evergy Director Deferred Share units pursuant to the Merger Agreement at an exchange ratio of 0.5981 for each Great Plains Energy share. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to that certain Amended and Restated Agreement and Plan of Merger ("Merger Agreement") dated as of July 9, 2017 by and among Great Plains Energy Incorporated ("Great Plains Energy"), Westar Energy, Inc., Evergy, Inc. ("Evergy") (formerly Monarch Energy Holding, Inc.), King Energy, Inc., and for certain limited purposes, GP Star, Inc. in exchange for shares of Evergy common stock at an exchange ratio of 0.5981 for each Great Plains Energy share on the effective date of the merger. On the effective date of the merger, the closing price of Great Plains Energy's common stock was $31.99 per share, and Evergy's common stock had not yet commenced trading on the New York Stock Exchange.
F2: Director Deferred Share units are granted under the Long-Term Incentive Plan. Each unit represents the right to receive one share of Great Plains Energy Common Stock, plus stock reflecting reinvested dividends. Units are converted to stock and distributed following termination of service on the Board pursuant to elections made by the reporting person.
F3: The Great Plains Energy Director Deferred Share units were exchanged for Evergy Director Deferred Share units pursuant to the Merger Agreement at an exchange ratio of 0.5981 for each Great Plains Energy share.
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 |
|---|---|---|---|---|---|---|
| November 08, 2022 Filed Nov 8, 2022 21:51 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 494 | $3.99 | $1,968.59 |
DisclosureSEC source: 0001666071-22-000141 · wf-form4_166794425304927.xml · nonDerivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,785 F1 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for performance stock units that vested on October 6, 2022. Read SEC document |
| November 08, 2022 Filed Nov 10, 2022 22:03 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 6 | $3.92 | $23.52 |
DisclosureSEC source: 0001666071-22-000147 · wf-form4_166811778659604.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,779 F1 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for performance stock units that vested on October 6, 2022. Read SEC document |
| November 07, 2022 Filed Nov 8, 2022 21:51 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 9,002 | $4.32 | $38,888.64 |
DisclosureSEC source: 0001666071-22-000141 · wf-form4_166794425304927.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 249,279 F1 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for performance stock units that vested on October 6, 2022. F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $4.17 to $4.51, 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 range set forth in this footnote. Read SEC document |
| October 06, 2022 Filed Nov 3, 2022 20:12 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionPerformance Stock Unit · Derivative | 19,687 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-22-000137 · wf-form4_166750632112849.xml · derivative · entry 4 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,687 shares Expires not disclosed 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. F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's Common Stock. F5 · derivative.exercise_date: On October 6, 2021 the Compensation Committee of the Issuer's Board of Directors certified that a target minimum number of advertisers with a specified billings threshold over a trailing 12-month period was achieved (the "October Certification") resulting in the award of the tranche of the PSU grant related to achieving the advertiser count target ("advertiser tranche"). Fifty percent (50%) of the shares subject to the advertiser tranche of the awarded PSU vested upon the October Certification, twenty-five percent (25%) of the shares subject to the advertiser tranche of the awarded PSU vested 6 months after the October Certification, and twenty-five percent (25%) of the shares subject to the advertiser tranche of the awarded PSU vested 12 months after the October Certification. F5 · derivative.expiration_date: On October 6, 2021 the Compensation Committee of the Issuer's Board of Directors certified that a target minimum number of advertisers with a specified billings threshold over a trailing 12-month period was achieved (the "October Certification") resulting in the award of the tranche of the PSU grant related to achieving the advertiser count target ("advertiser tranche"). Fifty percent (50%) of the shares subject to the advertiser tranche of the awarded PSU vested upon the October Certification, twenty-five percent (25%) of the shares subject to the advertiser tranche of the awarded PSU vested 6 months after the October Certification, and twenty-five percent (25%) of the shares subject to the advertiser tranche of the awarded PSU vested 12 months after the October Certification. Read SEC document |
| October 06, 2022 Filed Nov 3, 2022 20:12 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 19,687 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-22-000137 · wf-form4_166750632112849.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 258,281 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 · shares: Represents the underlying vested shares of common stock of the Issuer which have not been delivered. Read SEC document |
| August 05, 2022 Filed Aug 8, 2022 20:38 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 9,257 | $15.19 | $140,613.83 |
DisclosureSEC source: 0001666071-22-000110 · wf-form4_165999107613976.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,594 F1 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for performance stock units that vested on June 9, 2022. F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $14.87 to $15.44, 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) to this Form 4. F3 · balance_after: Includes 291 shares of Common Stock acquired under the Issuer's Employee Stock Purchase Plan. Read SEC document |
| June 09, 2022 Filed Jul 20, 2022 21:09 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionPerformance Stock Unit · Derivative | 19,688 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-22-000093 · wf-form4_165835132651425.xml · derivative · entry 4 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,687 Underlying: Common Stock · 19,688 shares Expires not disclosed 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. F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's Common Stock. F5 · derivative.exercise_date: On December 9, 2021 the Compensation Committee of the Issuer's Board of Directors certified that a target minimum growth rate in adjusted contribution was achieved (the "Certification") resulting in the award of the tranche of the PSU grant related to achieving the adjusted contribution growth target ("adjusted contribution growth tranche"). Fifty percent (50%) of the shares subject to the adjusted contribution growth tranche of the awarded PSU vested upon the Certification, twenty-five percent (25%) of the shares subject to the adjusted contribution growth tranche of the awarded PSU vested 6 months after the Certification, and twenty-five percent (25%) of the shares subject to the adjusted contribution growth tranche of the awarded PSU will vest 12 months after the Certification, subject to continued service to the Issuer. F5 · derivative.expiration_date: On December 9, 2021 the Compensation Committee of the Issuer's Board of Directors certified that a target minimum growth rate in adjusted contribution was achieved (the "Certification") resulting in the award of the tranche of the PSU grant related to achieving the adjusted contribution growth target ("adjusted contribution growth tranche"). Fifty percent (50%) of the shares subject to the adjusted contribution growth tranche of the awarded PSU vested upon the Certification, twenty-five percent (25%) of the shares subject to the adjusted contribution growth tranche of the awarded PSU vested 6 months after the Certification, and twenty-five percent (25%) of the shares subject to the adjusted contribution growth tranche of the awarded PSU will vest 12 months after the Certification, subject to continued service to the Issuer. Read SEC document |
| June 09, 2022 Filed Jul 20, 2022 21:09 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 19,688 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-22-000093 · wf-form4_165835132651425.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,560 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 · shares: Represents the underlying vested shares of common stock of the Issuer which have not been delivered. Read SEC document |
| May 05, 2022 Filed May 9, 2022 20:09 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 7,936 | $34.63 | $274,823.68 |
DisclosureSEC source: 0001666071-22-000061 · wf-form4_165212695221744.xml · nonDerivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,872 F1 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for restricted stock units that vested on March 24, 2022, April 1, 2022 and April 5, 2022 and performance stock units that vested on April 6, 2022. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $34.37 to $35.01, inclusive. Read SEC document |
| May 05, 2022 Filed May 9, 2022 20:09 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 7,798 | $34.14 | $266,223.72 |
DisclosureSEC source: 0001666071-22-000061 · wf-form4_165212695221744.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,808 F1 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for restricted stock units that vested on March 24, 2022, April 1, 2022 and April 5, 2022 and performance stock units that vested on April 6, 2022. F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $33.37 to $34.36, 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) and (3) to this Form 4. Read SEC document |
| April 19, 2022 Filed Apr 21, 2022 21:03 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 4,098 | $50.09 | $205,268.82 |
DisclosureSEC source: 0001666071-22-000050 · wf-form4_165057498078977.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243,606 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020, as amended September 15, 2021. F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $50.00 to $50.33, 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) to this Form 4. Read SEC document |
| April 06, 2022 Filed Apr 7, 2022 23:24 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionPerformance Stock Unit · Derivative | 19,688 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-22-000038 · wf-form4_164937382831681.xml · derivative · entry 6 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,687 Underlying: Common Stock · 19,688 shares Expires not disclosed 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. F6 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. F7 · derivative.exercise_date: On October 6, 2021 the Compensation Committee of the Issuer's Board of Directors certified that a target minimum number of advertisers with a specified billings threshold over a trailing 12-month period was achieved (the "Certification") resulting in the award of the tranche of the PSU grant related to achieving the advertiser count target ("advertiser tranche"). Fifty percent (50%) of the shares subject to the advertiser tranche of the awarded PSU vested upon the Certification, twenty-five percent (25%) of the shares subject to the advertiser tranche of the awarded PSU vested 6 months after the Certification, and twenty-five percent (25%) of the shares subject to the advertiser tranche of the awarded PSU will vest 12 months after the Certification, subject to continued service to the Issuer. F7 · derivative.expiration_date: On October 6, 2021 the Compensation Committee of the Issuer's Board of Directors certified that a target minimum number of advertisers with a specified billings threshold over a trailing 12-month period was achieved (the "Certification") resulting in the award of the tranche of the PSU grant related to achieving the advertiser count target ("advertiser tranche"). Fifty percent (50%) of the shares subject to the advertiser tranche of the awarded PSU vested upon the Certification, twenty-five percent (25%) of the shares subject to the advertiser tranche of the awarded PSU vested 6 months after the Certification, and twenty-five percent (25%) of the shares subject to the advertiser tranche of the awarded PSU will vest 12 months after the Certification, subject to continued service to the Issuer. Read SEC document |
| April 06, 2022 Filed Apr 7, 2022 23:24 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 19,688 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-22-000038 · wf-form4_164937382831681.xml · nonDerivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,704 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 · shares: Represents the underlying vested shares of common stock of the Issuer which have not been delivered. Read SEC document |
| April 05, 2022 Filed Apr 7, 2022 23:24 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Units · Derivative | 3,408 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-22-000038 · wf-form4_164937382831681.xml · derivative · entry 5 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,227 Underlying: Common Stock · 3,408 shares Expires not disclosed 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. F4 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. F5 · derivative.exercise_date: The RSUs shall vest in equal amounts annually over four years on the anniversary of the date of grant, provided that the Reporting Person remains employed by the Issuer on such vesting date. F5 · derivative.expiration_date: The RSUs shall vest in equal amounts annually over four years on the anniversary of the date of grant, provided that the Reporting Person remains employed by the Issuer on such vesting date. Read SEC document |
| April 05, 2022 Filed Apr 7, 2022 23:24 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 3,408 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-22-000038 · wf-form4_164937382831681.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,016 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 · shares: Represents the underlying vested shares of common stock of the Issuer which have not been delivered. Read SEC document |
| April 04, 2022 Filed Apr 5, 2022 20:55 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 400 | $58.09 | $23,236.00 |
DisclosureSEC source: 0001666071-22-000034 · wf-form4_164919208996206.xml · nonDerivative · entry 4 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,608 F2 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020, as amended September 15, 2021. F5 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $58.05 to $58.17, inclusive. Read SEC document |
| April 04, 2022 Filed Apr 5, 2022 20:55 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 3,100 | $57.40 | $177,940.00 |
DisclosureSEC source: 0001666071-22-000034 · wf-form4_164919208996206.xml · nonDerivative · entry 3 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,008 F2 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020, as amended September 15, 2021. F4 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $56.93 to $57.90, inclusive. Read SEC document |
| April 04, 2022 Filed Apr 5, 2022 20:55 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 2,500 | $56.40 | $141,000.00 |
DisclosureSEC source: 0001666071-22-000034 · wf-form4_164919208996206.xml · nonDerivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,108 F2 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020, as amended September 15, 2021. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $55.91 to $56.80, 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. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:55 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Units · Derivative | 14,920 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-22-000034 · wf-form4_164919208996206.xml · derivative · entry 7 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,840 Underlying: Common Stock · 14,920 shares Expires not disclosed 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. F8 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. F9 · derivative.exercise_date: The RSUs shall vest in equal amounts annually over four years on the anniversary of the date of grant, provided that the Reporting Person remains employed by the Issuer on such vesting date. F9 · derivative.expiration_date: The RSUs shall vest in equal amounts annually over four years on the anniversary of the date of grant, provided that the Reporting Person remains employed by the Issuer on such vesting date. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:55 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 14,920 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-22-000034 · wf-form4_164919208996206.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,608 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 · shares: Represents the underlying vested shares of common stock of the Issuer which have not been delivered. Read SEC document |
| March 24, 2022 Filed Mar 24, 2022 23:54 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GrantCommon Stock | 1,660 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-22-000030 · wf-form4_164816603239959.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,688 F1 · shares: Represents a restricted stock unit ("RSU") award. The shares underlying the RSU award vested immediately upon grant. Read SEC document |
| March 22, 2022 Filed Mar 24, 2022 23:54 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GrantRestricted Stock Unit · Derivative | 31,152 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-22-000030 · wf-form4_164816603239959.xml · derivative · entry 4 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,787 Underlying: Common Stock · 31,152 shares Expires not disclosed F4 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. F5 · derivative.exercise_date: 25% of the RSUs shall vest on April 1, 2023 with the remainder vesting in equal amounts quarterly thereafter, provided that the Reporting Person remains employed by the Issuer on such vesting date. F5 · derivative.expiration_date: 25% of the RSUs shall vest on April 1, 2023 with the remainder vesting in equal amounts quarterly thereafter, provided that the Reporting Person remains employed by the Issuer on such vesting date. Read SEC document |
| March 18, 2022 Filed Mar 21, 2022 22:30 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 800 | $54.91 | $43,928.00 |
DisclosureSEC source: 0001666071-22-000028 · wf-form4_164790179507113.xml · nonDerivative · entry 3 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,028 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020, as amended September 15, 2021. F4 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $54.50 to $55.46, inclusive. Read SEC document |
| March 18, 2022 Filed Mar 21, 2022 22:30 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 4,600 | $54.03 | $248,538.00 |
DisclosureSEC source: 0001666071-22-000028 · wf-form4_164790179507113.xml · nonDerivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,828 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020, as amended September 15, 2021. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $53.44 to $54.42, inclusive. Read SEC document |
| March 18, 2022 Filed Mar 21, 2022 22:30 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 600 | $52.93 | $31,758.00 |
DisclosureSEC source: 0001666071-22-000028 · wf-form4_164790179507113.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,428 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020, as amended September 15, 2021. F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $52.38 to $53.37, 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), and (4) to this Form 4. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 22:23 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 24 | $60.79 | $1,458.96 |
DisclosureSEC source: 0001666071-22-000023 · wf-form4_164669178781612.xml · nonDerivative · entry 5 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,028 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020, as amended September 15, 2021. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 22:23 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,100 | $59.75 | $65,725.00 |
DisclosureSEC source: 0001666071-22-000023 · wf-form4_164669178781612.xml · nonDerivative · entry 4 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,052 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020, as amended September 15, 2021. F5 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $59.42 to $60.08, inclusive. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 22:23 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,862 | $58.69 | $109,280.78 |
DisclosureSEC source: 0001666071-22-000023 · wf-form4_164669178781612.xml · nonDerivative · entry 3 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,152 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020, as amended September 15, 2021. F4 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $58.33 to $59.14, inclusive. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 22:23 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,574 | $58.08 | $91,417.92 |
DisclosureSEC source: 0001666071-22-000023 · wf-form4_164669178781612.xml · nonDerivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,014 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020, as amended September 15, 2021. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $57.33 to $58.31, inclusive. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 22:23 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,440 | $56.82 | $81,820.80 |
DisclosureSEC source: 0001666071-22-000023 · wf-form4_164669178781612.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,588 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020, as amended September 15, 2021. F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $56.32 to $57.25, 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), and (5) to this Form 4. Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 21:56 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 300 | $60.61 | $18,183.00 |
DisclosureSEC source: 0001666071-22-000013 · wf-form4_164565338017528.xml · nonDerivative · entry 4 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,028 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020, as amended September 15, 2021. F5 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $60.36 to $61.08, inclusive. Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 21:56 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 899 | $59.77 | $53,733.23 |
DisclosureSEC source: 0001666071-22-000013 · wf-form4_164565338017528.xml · nonDerivative · entry 3 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,328 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020, as amended September 15, 2021. F4 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $59.35 to $60.34, inclusive. Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 21:56 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,175 | $58.81 | $69,101.75 |
DisclosureSEC source: 0001666071-22-000013 · wf-form4_164565338017528.xml · nonDerivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,227 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020, as amended September 15, 2021. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $58.35 to $59.34, inclusive. Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 21:56 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 3,626 | $57.86 | $209,800.36 |
DisclosureSEC source: 0001666071-22-000013 · wf-form4_164565338017528.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,402 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020, as amended September 15, 2021. F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $57.35 to $58.31, 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) and (5) to this Form 4. Read SEC document |
| February 03, 2022 Filed Feb 4, 2022 22:58 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 100 | $65.58 | $6,558.00 |
DisclosureSEC source: 0001666071-22-000007 · wf-form4_164401549391708.xml · nonDerivative · entry 4 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 232,028 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020, as amended September 15, 2021. Read SEC document |
| February 03, 2022 Filed Feb 4, 2022 22:58 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,642 | $64.73 | $106,286.66 |
DisclosureSEC source: 0001666071-22-000007 · wf-form4_164401549391708.xml · nonDerivative · entry 3 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 232,128 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020, as amended September 15, 2021. F4 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $64.38 to $65.03, inclusive. Read SEC document |
| February 03, 2022 Filed Feb 4, 2022 22:58 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 2,784 | $63.75 | $177,480.00 |
DisclosureSEC source: 0001666071-22-000007 · wf-form4_164401549391708.xml · nonDerivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 233,770 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020, as amended September 15, 2021. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $63.34 to $64.21, inclusive. Read SEC document |
| February 03, 2022 Filed Feb 4, 2022 22:58 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,474 | $62.88 | $92,685.12 |
DisclosureSEC source: 0001666071-22-000007 · wf-form4_164401549391708.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,554 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020, as amended September 15, 2021. F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $62.34 to $63.33, 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) and (4) to this Form 4. Read SEC document |
| January 18, 2022 Filed Jan 19, 2022 01:43 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,600 | $63.42 | $101,472.00 |
DisclosureSEC source: 0001666071-22-000005 · wf-form4_164255658349296.xml · nonDerivative · entry 3 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,028 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020, as amended September 15, 2021. F4 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $63.28 to $63.75, inclusive. Read SEC document |
| January 18, 2022 Filed Jan 19, 2022 01:43 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 3,269 | $62.75 | $205,129.75 |
DisclosureSEC source: 0001666071-22-000005 · wf-form4_164255658349296.xml · nonDerivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,628 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020, as amended September 15, 2021. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $62.25 to $63.23, inclusive. Read SEC document |
| January 18, 2022 Filed Jan 19, 2022 01:43 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,131 | $61.71 | $69,794.01 |
DisclosureSEC source: 0001666071-22-000005 · wf-form4_164255658349296.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,897 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020, as amended September 15, 2021. F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $61.18 to $62.15, 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), and (4) to this Form 4. Read SEC document |
| January 03, 2022 Filed Jan 4, 2022 21:21 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 603 | $68.73 | $41,444.19 |
DisclosureSEC source: 0001666071-22-000002 · wf-form4_164133125934766.xml · nonDerivative · entry 5 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,028 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020, as amended September 15, 2021. F6 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $68.57 to $68.86, inclusive. Read SEC document |
| January 03, 2022 Filed Jan 4, 2022 21:21 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,700 | $68.11 | $115,787.00 |
DisclosureSEC source: 0001666071-22-000002 · wf-form4_164133125934766.xml · nonDerivative · entry 4 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,631 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020, as amended September 15, 2021. F5 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $67.55 to $68.51, inclusive. Read SEC document |
| January 03, 2022 Filed Jan 4, 2022 21:21 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 600 | $66.79 | $40,074.00 |
DisclosureSEC source: 0001666071-22-000002 · wf-form4_164133125934766.xml · nonDerivative · entry 3 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,331 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020, as amended September 15, 2021. F4 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $66.49 to $67.25, inclusive. Read SEC document |
| January 03, 2022 Filed Jan 4, 2022 21:21 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,897 | $65.93 | $125,069.21 |
DisclosureSEC source: 0001666071-22-000002 · wf-form4_164133125934766.xml · nonDerivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,931 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020, as amended September 15, 2021. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $65.44 to $66.43, inclusive. Read SEC document |
| January 03, 2022 Filed Jan 4, 2022 21:21 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,200 | $64.86 | $77,832.00 |
DisclosureSEC source: 0001666071-22-000002 · wf-form4_164133125934766.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,828 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020, as amended September 15, 2021. F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $64.41 to $65.39, 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), (5) and (6) to this Form 4. Read SEC document |
| December 20, 2021 Filed Dec 20, 2021 22:41 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 200 | $64.66 | $12,932.00 |
DisclosureSEC source: 0001666071-21-000247 · wf-form4_164004006562778.xml · nonDerivative · entry 9 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,028 F8 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020, as amended June 15, 2021. F12 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $64.61 to $64.70, inclusive. Read SEC document |
| December 20, 2021 Filed Dec 20, 2021 22:41 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,300 | $63.88 | $83,044.00 |
DisclosureSEC source: 0001666071-21-000247 · wf-form4_164004006562778.xml · nonDerivative · entry 8 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,228 F8 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020, as amended June 15, 2021. F11 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $63.60 to $64.50, inclusive. Read SEC document |
| December 20, 2021 Filed Dec 20, 2021 22:41 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 2,498 | $62.73 | $156,699.54 |
DisclosureSEC source: 0001666071-21-000247 · wf-form4_164004006562778.xml · nonDerivative · entry 7 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,528 F8 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020, as amended June 15, 2021. F10 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $62.34 to $63.27, inclusive. Read SEC document |
| December 20, 2021 Filed Dec 20, 2021 22:41 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 2,002 | $61.96 | $124,043.92 |
DisclosureSEC source: 0001666071-21-000247 · wf-form4_164004006562778.xml · nonDerivative · entry 6 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,026 F8 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020, as amended June 15, 2021. F9 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $61.34 to $62.30, inclusive. 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.