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 |
|---|---|---|---|---|---|---|
| September 03, 2021 Filed Sep 7, 2021 21:20 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 342 | $98.99 | $33,854.58 |
DisclosureSEC source: 0001666071-21-000177 · wf-form4_163104962320163.xml · nonDerivative · entry 3 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,674 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 June 15, 2021. F4 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $98.72 to $99.11, inclusive. Read SEC document |
| September 03, 2021 Filed Sep 7, 2021 21:20 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,895 | $97.99 | $185,691.05 |
DisclosureSEC source: 0001666071-21-000177 · wf-form4_163104962320163.xml · nonDerivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,016 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 June 15, 2021. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $97.63 to $98.49, inclusive. Read SEC document |
| September 03, 2021 Filed Sep 7, 2021 21:20 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 763 | $97.18 | $74,148.34 |
DisclosureSEC source: 0001666071-21-000177 · wf-form4_163104962320163.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,911 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 June 15, 2021. F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $96.60 to $97.56, 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 |
| September 02, 2021 Filed Sep 3, 2021 23:55 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 691 | $97.31 | $67,241.21 |
DisclosureSEC source: 0001666071-21-000173 · wf-form4_163071329274796.xml · nonDerivative · entry 3 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 67,112 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 $97.22 to $97.44, inclusive. F3 · ownership.nature: The reportable securities are held by the GRAT. Read SEC document |
| September 02, 2021 Filed Sep 3, 2021 23:55 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,060 | $96.88 | $102,692.80 |
DisclosureSEC source: 0001666071-21-000173 · wf-form4_163071329274796.xml · nonDerivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 67,803 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 $96.15 to $97.14, inclusive. F3 · ownership.nature: The reportable securities are held by the GRAT. Read SEC document |
| September 02, 2021 Filed Sep 3, 2021 23:55 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 249 | $95.04 | $23,664.96 |
DisclosureSEC source: 0001666071-21-000173 · wf-form4_163071329274796.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 68,863 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 $94.87 to $95.73, 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 |
| August 27, 2021 Filed Aug 30, 2021 21:40 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 3,000 | $90.00 | $270,000.00 |
DisclosureSEC source: 0001666071-21-000167 · wf-form4_163035961431941.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231,674 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020. Read SEC document |
| August 16, 2021 Filed Aug 19, 2021 12:28 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 500 | $78.90 | $39,450.00 |
DisclosureSEC source: 0001666071-21-000163 · wf-form4_162937609341329.xml · nonDerivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 69,112 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. F4 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $78.76 to $79.10, inclusive. F3 · ownership.nature: The reportable securities are held by the GRAT. Read SEC document |
| August 16, 2021 Filed Aug 19, 2021 12:28 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,500 | $78.09 | $117,135.00 |
DisclosureSEC source: 0001666071-21-000163 · wf-form4_162937609341329.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 69,612 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 $77.66 to $78.56, 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 (4) to this Form 4. F3 · ownership.nature: The reportable securities are held by the GRAT. Read SEC document |
| August 03, 2021 Filed Aug 4, 2021 21:02 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 400 | $121.62 | $48,648.00 |
DisclosureSEC source: 0001666071-21-000161 · wf-form4_162811092429910.xml · nonDerivative · entry 5 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,674 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 $121.50 to $121.74, inclusive. Read SEC document |
| August 03, 2021 Filed Aug 4, 2021 21:02 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 326 | $118.88 | $38,754.88 |
DisclosureSEC source: 0001666071-21-000161 · wf-form4_162811092429910.xml · nonDerivative · entry 4 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,074 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 $118.49 to $119.27, inclusive. Read SEC document |
| August 03, 2021 Filed Aug 4, 2021 21:02 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 401 | $117.76 | $47,221.76 |
DisclosureSEC source: 0001666071-21-000161 · wf-form4_162811092429910.xml · nonDerivative · entry 3 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,400 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 $117.35 to $118.19, inclusive. Read SEC document |
| August 03, 2021 Filed Aug 4, 2021 21:02 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,346 | $116.75 | $157,145.50 |
DisclosureSEC source: 0001666071-21-000161 · wf-form4_162811092429910.xml · nonDerivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,801 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 $116.29 to $117.23, inclusive. Read SEC document |
| August 03, 2021 Filed Aug 4, 2021 21:02 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 527 | $115.98 | $61,121.46 |
DisclosureSEC source: 0001666071-21-000161 · wf-form4_162811092429910.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 237,147 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 $115.29 to $116.21, 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) and (6) to this Form 4. Read SEC document |
| August 02, 2021 Filed Aug 3, 2021 20:05 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 100 | $128.09 | $12,809.00 |
DisclosureSEC source: 0001666071-21-000157 · wf-form4_162802109059963.xml · nonDerivative · entry 4 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 71,112 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. F3 · ownership.nature: The reportable securities are held by the GRAT. Read SEC document |
| August 02, 2021 Filed Aug 3, 2021 20:05 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 910 | $127.15 | $115,706.50 |
DisclosureSEC source: 0001666071-21-000157 · wf-form4_162802109059963.xml · nonDerivative · entry 3 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 71,212 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 $126.94 to $127.56, inclusive. F3 · ownership.nature: The reportable securities are held by the GRAT. Read SEC document |
| August 02, 2021 Filed Aug 3, 2021 20:05 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 600 | $126.45 | $75,870.00 |
DisclosureSEC source: 0001666071-21-000157 · wf-form4_162802109059963.xml · nonDerivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 72,122 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 $125.92 to $126.85, inclusive. F3 · ownership.nature: The reportable securities are held by the GRAT. Read SEC document |
| August 02, 2021 Filed Aug 3, 2021 20:05 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 390 | $124.39 | $48,512.10 |
DisclosureSEC source: 0001666071-21-000157 · wf-form4_162802109059963.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 72,722 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 $124.08 to $124.82, 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 |
| July 19, 2021 Filed Jul 20, 2021 20:55 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 100 | $120.47 | $12,047.00 |
DisclosureSEC source: 0001666071-21-000150 · wf-form4_162681452672492.xml · nonDerivative · entry 9 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 237,674 F8 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020. Read SEC document |
| July 19, 2021 Filed Jul 20, 2021 20:55 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 205 | $118.79 | $24,351.95 |
DisclosureSEC source: 0001666071-21-000150 · wf-form4_162681452672492.xml · nonDerivative · entry 8 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 237,774 F8 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020. F11 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $118.31 to $119.28, inclusive. Read SEC document |
| July 19, 2021 Filed Jul 20, 2021 20:55 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,695 | $117.62 | $199,365.90 |
DisclosureSEC source: 0001666071-21-000150 · wf-form4_162681452672492.xml · nonDerivative · entry 7 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 237,979 F8 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020. F10 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $117.08 to $118.05, inclusive. Read SEC document |
| July 19, 2021 Filed Jul 20, 2021 20:55 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,000 | $116.67 | $116,670.00 |
DisclosureSEC source: 0001666071-21-000150 · wf-form4_162681452672492.xml · nonDerivative · entry 6 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,674 F8 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020. F9 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $116.07 to $117.05, inclusive. Read SEC document |
| July 16, 2021 Filed Jul 20, 2021 20:55 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 200 | $127.39 | $25,478.00 |
DisclosureSEC source: 0001666071-21-000150 · wf-form4_162681452672492.xml · nonDerivative · entry 5 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 73,112 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. F7 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $127.12 to $127.65, inclusive. F3 · ownership.nature: The reportable securities are held by the GRAT. Read SEC document |
| July 16, 2021 Filed Jul 20, 2021 20:55 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 620 | $126.51 | $78,436.20 |
DisclosureSEC source: 0001666071-21-000150 · wf-form4_162681452672492.xml · nonDerivative · entry 4 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 73,312 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. F6 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $125.99 to $126.84, inclusive. F3 · ownership.nature: The reportable securities are held by the GRAT. Read SEC document |
| July 16, 2021 Filed Jul 20, 2021 20:55 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 200 | $125.16 | $25,032.00 |
DisclosureSEC source: 0001666071-21-000150 · wf-form4_162681452672492.xml · nonDerivative · entry 3 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 73,932 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 $124.76 to $125.55, inclusive. F3 · ownership.nature: The reportable securities are held by the GRAT. Read SEC document |
| July 16, 2021 Filed Jul 20, 2021 20:55 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 298 | $123.34 | $36,755.32 |
DisclosureSEC source: 0001666071-21-000150 · wf-form4_162681452672492.xml · nonDerivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 74,132 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 $123.24 to $123.39, inclusive. F3 · ownership.nature: The reportable securities are held by the GRAT. Read SEC document |
| July 16, 2021 Filed Jul 20, 2021 20:55 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 682 | $122.63 | $83,633.66 |
DisclosureSEC source: 0001666071-21-000150 · wf-form4_162681452672492.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 74,430 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 $122.19 to $123.11, 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), (5), (6), (7), (9), (10) and (11) to this Form 4. F3 · ownership.nature: The reportable securities are held by the GRAT. Read SEC document |
| July 02, 2021 Filed Jul 6, 2021 20:43 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 200 | $129.83 | $25,966.00 |
DisclosureSEC source: 0001666071-21-000145 · wf-form4_162560417994523.xml · nonDerivative · entry 4 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 75,112 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. F6 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $129.61 to $130.05, inclusive. F3 · ownership.nature: The reportable securities are held by the GRAT. Read SEC document |
| July 02, 2021 Filed Jul 6, 2021 20:43 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 300 | $124.92 | $37,476.00 |
DisclosureSEC source: 0001666071-21-000145 · wf-form4_162560417994523.xml · nonDerivative · entry 3 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 75,312 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 $124.64 to $125.14, inclusive. F3 · ownership.nature: The reportable securities are held by the GRAT. Read SEC document |
| July 02, 2021 Filed Jul 6, 2021 20:43 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 572 | $123.57 | $70,682.04 |
DisclosureSEC source: 0001666071-21-000145 · wf-form4_162560417994523.xml · nonDerivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 75,612 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 $123.36 to $123.72, inclusive. F3 · ownership.nature: The reportable securities are held by the GRAT. Read SEC document |
| July 02, 2021 Filed Jul 6, 2021 20:43 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 928 | $122.86 | $114,014.08 |
DisclosureSEC source: 0001666071-21-000145 · wf-form4_162560417994523.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 76,184 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 $122.34 to $123.27, 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), (5) and (6) to this Form 4. F3 · ownership.nature: The reportable securities are held by the GRAT. Read SEC document |
| June 23, 2021 Filed Jun 24, 2021 21:15 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 285 | $127.01 | $36,197.85 |
DisclosureSEC source: 0001666071-21-000142 · wf-form4_162456930298925.xml · nonDerivative · entry 4 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,674 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 $126.90 to $127.08, inclusive. Read SEC document |
| June 23, 2021 Filed Jun 24, 2021 21:15 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 601 | $126.31 | $75,912.31 |
DisclosureSEC source: 0001666071-21-000142 · wf-form4_162456930298925.xml · nonDerivative · entry 3 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,959 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 $125.87 to $126.71, inclusive. Read SEC document |
| June 23, 2021 Filed Jun 24, 2021 21:15 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,014 | $125.35 | $127,104.90 |
DisclosureSEC source: 0001666071-21-000142 · wf-form4_162456930298925.xml · nonDerivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,560 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 $124.84 to $125.83, 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 |
| June 23, 2021 Filed Jun 24, 2021 21:15 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 100 | $123.64 | $12,364.00 |
DisclosureSEC source: 0001666071-21-000142 · wf-form4_162456930298925.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,574 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020. Read SEC document |
| June 16, 2021 Filed Jun 17, 2021 20:08 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 417 | $105.19 | $43,864.23 |
DisclosureSEC source: 0001666071-21-000137 · wf-form4_162396047613874.xml · nonDerivative · entry 3 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 77,112 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 $105.01 to $105.32, inclusive. F3 · ownership.nature: The reportable securities are held by the GRAT. Read SEC document |
| June 16, 2021 Filed Jun 17, 2021 20:08 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 643 | $104.39 | $67,122.77 |
DisclosureSEC source: 0001666071-21-000137 · wf-form4_162396047613874.xml · nonDerivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 77,529 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 $104.01 to $104.86, inclusive. F3 · ownership.nature: The reportable securities are held by the GRAT. Read SEC document |
| June 16, 2021 Filed Jun 17, 2021 20:08 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 940 | $103.45 | $97,243.00 |
DisclosureSEC source: 0001666071-21-000137 · wf-form4_162396047613874.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 78,172 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 $102.96 to $103.80, 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 (2), (4), and (5) to this Form 4. F3 · ownership.nature: The reportable securities are held by the GRAT. Read SEC document |
| June 02, 2021 Filed Jun 4, 2021 00:41 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 99 | $107.36 | $10,628.64 |
DisclosureSEC source: 0001666071-21-000127 · wf-form4_162276728241676.xml · nonDerivative · entry 3 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 79,112 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. F3 · ownership.nature: The reportable securities are held by the GRAT. Read SEC document |
| June 02, 2021 Filed Jun 4, 2021 00:41 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 885 | $106.29 | $94,066.65 |
DisclosureSEC source: 0001666071-21-000127 · wf-form4_162276728241676.xml · nonDerivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 79,211 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 $106.23 to $106.45, inclusive F3 · ownership.nature: The reportable securities are held by the GRAT. Read SEC document |
| June 02, 2021 Filed Jun 4, 2021 00:41 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,016 | $105.53 | $107,218.48 |
DisclosureSEC source: 0001666071-21-000127 · wf-form4_162276728241676.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 80,096 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 $104.97 to $105.70, 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 footnotes (2), and (4) to this Form 4. F3 · ownership.nature: The reportable securities are held by the GRAT. Read SEC document |
| May 24, 2021 Filed May 25, 2021 20:05 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 20 | $101.00 | $2,020.00 |
DisclosureSEC source: 0001666071-21-000098 · wf-form4_162197309817262.xml · nonDerivative · entry 5 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,674 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020. Read SEC document |
| May 24, 2021 Filed May 25, 2021 20:05 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,370 | $100.49 | $137,671.30 |
DisclosureSEC source: 0001666071-21-000098 · wf-form4_162197309817262.xml · nonDerivative · entry 4 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,694 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 $99.995 to $100.93, inclusive. Read SEC document |
| May 24, 2021 Filed May 25, 2021 20:05 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 510 | $99.57 | $50,780.70 |
DisclosureSEC source: 0001666071-21-000098 · wf-form4_162197309817262.xml · nonDerivative · entry 3 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,064 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 $98.96 to $99.95, inclusive. Read SEC document |
| May 24, 2021 Filed May 25, 2021 20:05 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 40 | $98.32 | $3,932.80 |
DisclosureSEC source: 0001666071-21-000098 · wf-form4_162197309817262.xml · nonDerivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,574 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 $97.89 to $98.75, inclusive. Read SEC document |
| May 24, 2021 Filed May 25, 2021 20:05 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 60 | $96.86 | $5,811.60 |
DisclosureSEC source: 0001666071-21-000098 · wf-form4_162197309817262.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,614 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 $96.60 to $96.99, 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), (3), (4) and (5) to this Form 4. Read SEC document |
| May 17, 2021 Filed May 18, 2021 20:51 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 633 | $90.62 | $57,362.46 |
DisclosureSEC 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 | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,023 | $89.51 | $91,568.73 |
DisclosureSEC 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 | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 344 | $88.34 | $30,388.96 |
DisclosureSEC 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 07, 2021 Filed May 11, 2021 20:15 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 152 | $105.08 | $15,972.16 |
DisclosureSEC 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.