person · Reporting owner

Grimes Scott D.

Disclosed activity across 4 companies

Tapewire entity: 122482
SEC CIK: 0001617486

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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 API

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

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

Transaction date	Company	Activity / security	Shares / units	Reported price	Reported value	Details
December 26, 2019 Filed Dec 27, 2019 22:18 UTC	Cardlytics, Inc. CDLX · Entity 7603	SaleCommon Stock	760	$64.93	$49,346.80	Disclosure SEC source: 0001666071-19-000191 · wf-form4_157748508533071.xml · nonDerivative · entry 3 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 396,750 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 5, 2018, as amended May 14, 2019. F4 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $64.78 to $65.25, inclusive. Read SEC document
December 26, 2019 Filed Dec 27, 2019 22:18 UTC	Cardlytics, Inc. CDLX · Entity 7603	SaleCommon Stock	5,738	$64.25	$368,666.50	Disclosure SEC source: 0001666071-19-000191 · wf-form4_157748508533071.xml · nonDerivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 397,510 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 5, 2018, as amended May 14, 2019. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $63.77 to $64.76, inclusive. Read SEC document
December 26, 2019 Filed Dec 27, 2019 22:18 UTC	Cardlytics, Inc. CDLX · Entity 7603	SaleCommon Stock	3,502	$63.04	$220,766.08	Disclosure SEC source: 0001666071-19-000191 · wf-form4_157748508533071.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 403,248 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 5, 2018, as amended May 14, 2019. F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $62.63 to $63.61, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (2), (3) and (4) to this Form 4. Read SEC document
December 23, 2019 Filed Dec 23, 2019 22:37 UTC	Cardlytics, Inc. CDLX · Entity 7603	SaleCommon Stock	1,000	$61.11	$61,110.00	Disclosure SEC source: 0001666071-19-000188 · wf-form4_157714064174256.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 143,112 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the trustees of the 2013 Scott Grimes GRAT UAD (the "GRAT") on November 15, 2019. F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $60.66 to $61.47, 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 footnote (2) to this Form 4. F3 · ownership.nature: The reportable securities are held by the GRAT. Read SEC document
November 26, 2019 Filed Nov 28, 2019 00:12 UTC	Cardlytics, Inc. CDLX · Entity 7603	SaleCommon Stock	36,440	$56.38	$2,054,487.20	Disclosure SEC source: 0001666071-19-000167 · wf-form4_157489996215812.xml · nonDerivative · entry 6 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 406,750 F6 · kind: Shares sold to satisfy withholding tax obligations upon the vesting of the performance stock units. F7 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $56.00 to $56.83, inclusive. Read SEC document
November 25, 2019 Filed Nov 28, 2019 00:12 UTC	Cardlytics, Inc. CDLX · Entity 7603	Exercise / conversionPerformance Stock Unit · Derivative	39,375	$0.00	$0.00	Disclosure SEC source: 0001666071-19-000167 · wf-form4_157489996215812.xml · derivative · entry 11 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,750 Underlying: Common Stock · 39,375 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. F5 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's Common Stock. F10 · derivative.exercise_date: On August 26, 2019, the Compensation Committee of the Issuer's Board of Directors certified that a target minimum trailing 30-day average closing price of the Issuer's common stock was achieved (the "Certification") resulting in the award of the tranche of the PSU grant related to achieving the stock price target ("stock price tranche"). Fifty percent (50%) of the shares subject to the stock price tranche of the awarded PSU vested upon the Certification and were delivered on November 25, 2019, twenty-five percent (25%) of the shares subject to the stock price tranche of the awarded PSU will vest 6 months after the Certification, and twenty-five percent (25%) of the shares subject to the stock price tranche of the awarded PSU will vest 12 months after the Certification. F10 · derivative.expiration_date: On August 26, 2019, the Compensation Committee of the Issuer's Board of Directors certified that a target minimum trailing 30-day average closing price of the Issuer's common stock was achieved (the "Certification") resulting in the award of the tranche of the PSU grant related to achieving the stock price target ("stock price tranche"). Fifty percent (50%) of the shares subject to the stock price tranche of the awarded PSU vested upon the Certification and were delivered on November 25, 2019, twenty-five percent (25%) of the shares subject to the stock price tranche of the awarded PSU will vest 6 months after the Certification, and twenty-five percent (25%) of the shares subject to the stock price tranche of the awarded PSU will vest 12 months after the Certification. Read SEC document
November 25, 2019 Filed Nov 28, 2019 00:12 UTC	Cardlytics, Inc. CDLX · Entity 7603	Exercise / conversionPerformance Stock Unit · Derivative	39,375	$0.00	$0.00	Disclosure SEC source: 0001666071-19-000167 · wf-form4_157489996215812.xml · derivative · entry 10 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,125 Underlying: Common Stock · 39,375 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. F5 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's Common Stock. F9 · derivative.exercise_date: On November 25, 2019, the Compensation Committee of the Issuer's Board of Directors certified that a minimum cumulative adjusted EBITDA target over a trailing 12-month period of the Issuer's common stock was achieved (the "Certification") resulting in the award of the tranche of the PSU grant related to achieving the adjusted EBITDA target ("EBITDA tranche"). Fifty percent (50%) of the shares subject to the EBITDA tranche of the awarded PSU vested upon the Certification, twenty-five percent (25%) of the shares subject to the EBITDA tranche of the awarded PSU will vest 6 months after the Certification, and twenty-five percent (25%) of the shares subject to the EBITDA tranche of the awarded PSU will vest 12 months after the Certification. F9 · derivative.expiration_date: On November 25, 2019, the Compensation Committee of the Issuer's Board of Directors certified that a minimum cumulative adjusted EBITDA target over a trailing 12-month period of the Issuer's common stock was achieved (the "Certification") resulting in the award of the tranche of the PSU grant related to achieving the adjusted EBITDA target ("EBITDA tranche"). Fifty percent (50%) of the shares subject to the EBITDA tranche of the awarded PSU vested upon the Certification, twenty-five percent (25%) of the shares subject to the EBITDA tranche of the awarded PSU will vest 6 months after the Certification, and twenty-five percent (25%) of the shares subject to the EBITDA tranche of the awarded PSU will vest 12 months after the Certification. Read SEC document
November 25, 2019 Filed Nov 28, 2019 00:12 UTC	Cardlytics, Inc. CDLX · Entity 7603	GrantPerformance Stock Unit · Derivative	78,750	$0.00	$0.00	Disclosure SEC source: 0001666071-19-000167 · wf-form4_157489996215812.xml · derivative · entry 9 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,500 Underlying: Common Stock · 78,750 shares Expires not disclosed F5 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's Common Stock. F9 · derivative.exercise_date: On November 25, 2019, the Compensation Committee of the Issuer's Board of Directors certified that a minimum cumulative adjusted EBITDA target over a trailing 12-month period of the Issuer's common stock was achieved (the "Certification") resulting in the award of the tranche of the PSU grant related to achieving the adjusted EBITDA target ("EBITDA tranche"). Fifty percent (50%) of the shares subject to the EBITDA tranche of the awarded PSU vested upon the Certification, twenty-five percent (25%) of the shares subject to the EBITDA tranche of the awarded PSU will vest 6 months after the Certification, and twenty-five percent (25%) of the shares subject to the EBITDA tranche of the awarded PSU will vest 12 months after the Certification. F9 · derivative.expiration_date: On November 25, 2019, the Compensation Committee of the Issuer's Board of Directors certified that a minimum cumulative adjusted EBITDA target over a trailing 12-month period of the Issuer's common stock was achieved (the "Certification") resulting in the award of the tranche of the PSU grant related to achieving the adjusted EBITDA target ("EBITDA tranche"). Fifty percent (50%) of the shares subject to the EBITDA tranche of the awarded PSU vested upon the Certification, twenty-five percent (25%) of the shares subject to the EBITDA tranche of the awarded PSU will vest 6 months after the Certification, and twenty-five percent (25%) of the shares subject to the EBITDA tranche of the awarded PSU will vest 12 months after the Certification. Read SEC document
November 25, 2019 Filed Nov 28, 2019 00:12 UTC	Cardlytics, Inc. CDLX · Entity 7603	Exercise / conversionCommon Stock	39,375	Not disclosed	Not disclosed	Disclosure SEC source: 0001666071-19-000167 · wf-form4_157489996215812.xml · nonDerivative · entry 5 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 443,190 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. F5 · price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document
November 25, 2019 Filed Nov 28, 2019 00:12 UTC	Cardlytics, Inc. CDLX · Entity 7603	Exercise / conversionCommon Stock	39,375	Not disclosed	Not disclosed	Disclosure SEC source: 0001666071-19-000167 · wf-form4_157489996215812.xml · nonDerivative · entry 4 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 403,815 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. F5 · price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document
November 25, 2019 Filed Nov 28, 2019 00:12 UTC	Cardlytics, Inc. CDLX · Entity 7603	SaleCommon Stock	4,366	$57.31	$250,215.46	Disclosure SEC source: 0001666071-19-000167 · wf-form4_157489996215812.xml · nonDerivative · entry 3 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 364,440 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 5, 2018, as amended May 14, 2019. F4 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $56.91 to $57.81, inclusive. Read SEC document
November 25, 2019 Filed Nov 28, 2019 00:12 UTC	Cardlytics, Inc. CDLX · Entity 7603	SaleCommon Stock	800	$56.16	$44,928.00	Disclosure SEC source: 0001666071-19-000167 · wf-form4_157489996215812.xml · nonDerivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 368,806 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 5, 2018, as amended May 14, 2019. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $55.78 to $56.77, inclusive. Read SEC document
November 25, 2019 Filed Nov 28, 2019 00:12 UTC	Cardlytics, Inc. CDLX · Entity 7603	SaleCommon Stock	4,834	$55.08	$266,256.72	Disclosure SEC source: 0001666071-19-000167 · wf-form4_157489996215812.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 369,606 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 5, 2018, as amended May 14, 2019. F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $54.765 to $55.75, 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 (7) to this Form 4. Read SEC document
October 25, 2019 Filed Oct 28, 2019 21:19 UTC	Cardlytics, Inc. CDLX · Entity 7603	SaleCommon Stock	6,400	$38.01	$243,264.00	Disclosure SEC source: 0001666071-19-000134 · wf-form4_157229754753514.xml · nonDerivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 374,440 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 5, 2018, as amended May 14, 2019. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $37.70 to $38.41, inclusive. Read SEC document
October 25, 2019 Filed Oct 28, 2019 21:19 UTC	Cardlytics, Inc. CDLX · Entity 7603	SaleCommon Stock	3,600	$37.43	$134,748.00	Disclosure SEC source: 0001666071-19-000134 · wf-form4_157229754753514.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 380,840 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 5, 2018, as amended May 14, 2019. F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $36.70 to $37.69, 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
September 25, 2019 Filed Sep 27, 2019 21:07 UTC	Cardlytics, Inc. CDLX · Entity 7603	SaleCommon Stock	2,843	$33.20	$94,387.60	Disclosure SEC source: 0001666071-19-000122 · wf-form4_156961841296939.xml · nonDerivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 384,440 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 5, 2018, as amended May 14, 2019. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $32.94 to $33.45, inclusive. Read SEC document
September 25, 2019 Filed Sep 27, 2019 21:07 UTC	Cardlytics, Inc. CDLX · Entity 7603	SaleCommon Stock	7,157	$32.48	$232,459.36	Disclosure SEC source: 0001666071-19-000122 · wf-form4_156961841296939.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 387,283 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 5, 2018, as amended May 14, 2019. F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $31.94 to $32.91, 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
September 13, 2019 Filed Sep 13, 2019 20:35 UTC	Cardlytics, Inc. CDLX · Entity 7603	SaleCommon Stock	50,000	$32.30	$1,615,000.00	Disclosure SEC source: 0001666071-19-000112 · wf-form4_156840690145396.xml · nonDerivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 144,112 F1 · kind: Shares sold pursuant to the prospectus supplement dated September 10, 2019, to the prospectus dated August 29, 2019. F2 · ownership.nature: The reportable securities are held by the 2013 Scott Grimes GRAT UAD (the "GRAT"). The Reporting Person is the trustee of the GRAT. Read SEC document
September 13, 2019 Filed Sep 13, 2019 20:35 UTC	Cardlytics, Inc. CDLX · Entity 7603	SaleCommon Stock	200,000	$32.30	$6,460,000.00	Disclosure SEC source: 0001666071-19-000112 · wf-form4_156840690145396.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 394,440 F1 · kind: Shares sold pursuant to the prospectus supplement dated September 10, 2019, to the prospectus dated August 29, 2019. Read SEC document
August 26, 2019 Filed Aug 28, 2019 21:03 UTC	Cardlytics, Inc. CDLX · Entity 7603	GrantPerformance Stock Unit · Derivative	78,750	$0.00	$0.00	Disclosure SEC source: 0001666071-19-000104 · wf-form4_156702618298466.xml · derivative · entry 5 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,750 Underlying: Common Stock · 78,750 shares Expires not disclosed F5 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's Common Stock. F6 · derivative.exercise_date: On August 26, 2019, the Compensation Committee of the Issuer's Board of Directors certified that a target minimum trailing 30-day average closing price of the Issuer's common stock was achieved (the "Certification") resulting in the first tranche of the PSU to be awarded, which shares are reflected in Column 5 above. Fifty percent (50%) of the shares subject to the first tranche of the PSU vested upon the Certification, twenty-five percent (25%) of the shares subject to the first tranche of the PSU will vest 6 months after the Certification, and twenty-five percent (25%) of the shares subject to the first tranche of the PSU will vest 12 months after the Certification. The PSU has not yet settled. F6 · derivative.expiration_date: On August 26, 2019, the Compensation Committee of the Issuer's Board of Directors certified that a target minimum trailing 30-day average closing price of the Issuer's common stock was achieved (the "Certification") resulting in the first tranche of the PSU to be awarded, which shares are reflected in Column 5 above. Fifty percent (50%) of the shares subject to the first tranche of the PSU vested upon the Certification, twenty-five percent (25%) of the shares subject to the first tranche of the PSU will vest 6 months after the Certification, and twenty-five percent (25%) of the shares subject to the first tranche of the PSU will vest 12 months after the Certification. The PSU has not yet settled. Read SEC document
August 26, 2019 Filed Aug 28, 2019 21:03 UTC	Cardlytics, Inc. CDLX · Entity 7603	SaleCommon Stock	7,500	$34.25	$256,875.00	Disclosure SEC source: 0001666071-19-000104 · wf-form4_156702618298466.xml · nonDerivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 594,440 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 5, 2018, as amended May 14, 2019. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $33.87 to $34.60, inclusive. Read SEC document
August 26, 2019 Filed Aug 28, 2019 21:03 UTC	Cardlytics, Inc. CDLX · Entity 7603	SaleCommon Stock	2,500	$33.42	$83,550.00	Disclosure SEC source: 0001666071-19-000104 · wf-form4_156702618298466.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 601,940 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 5, 2018, as amended May 14, 2019. F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $32.87 to $33.85, 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
August 08, 2019 Filed Aug 9, 2019 20:03 UTC	Cardlytics, Inc. CDLX · Entity 7603	SaleCommon Stock	400	$32.43	$12,972.00	Disclosure SEC source: 0001666071-19-000087 · wf-form4_156538097333128.xml · nonDerivative · entry 3 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 604,440 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 5, 2018, as amended May 14, 2019. F4 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $32.31 to $32.57, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (4) to this Form 4. Read SEC document
August 08, 2019 Filed Aug 9, 2019 20:03 UTC	Cardlytics, Inc. CDLX · Entity 7603	SaleCommon Stock	2,010	$31.33	$62,973.30	Disclosure SEC source: 0001666071-19-000087 · wf-form4_156538097333128.xml · nonDerivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 604,840 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 5, 2018, as amended May 14, 2019. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $31.01 to $31.97, 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 footnote (3) to this Form 4. Read SEC document
August 08, 2019 Filed Aug 9, 2019 20:03 UTC	Cardlytics, Inc. CDLX · Entity 7603	SaleCommon Stock	3,590	$30.64	$109,997.60	Disclosure SEC source: 0001666071-19-000087 · wf-form4_156538097333128.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 606,850 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 5, 2018, as amended May 14, 2019. F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.99, 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 range set forth in footnote (2) to this Form 4. Read SEC document
July 25, 2019 Filed Jul 26, 2019 13:25 UTC	Cardlytics, Inc. CDLX · Entity 7603	SaleCommon Stock	4,000	$28.52	$114,080.00	Disclosure SEC source: 0001666071-19-000072 · wf-form4_156414749913625.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 610,440 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 5, 2018, as amended May 14, 2019. F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $28.21 to $29.15, 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 footnote (2) to this Form 4. Read SEC document
July 02, 2019 Filed Jul 3, 2019 11:02 UTC	Cardlytics, Inc. CDLX · Entity 7603	SaleCommon Stock	6,000	$30.00	$180,000.00	Disclosure SEC source: 0001666071-19-000064 · wf-form4_156215174924670.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 614,440 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 5, 2018, as amended May 14, 2019. Read SEC document
June 25, 2019 Filed Jun 26, 2019 13:28 UTC	Cardlytics, Inc. CDLX · Entity 7603	SaleCommon Stock	4,000	$23.76	$95,040.00	Disclosure SEC source: 0001666071-19-000057 · wf-form4_156155571743512.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 620,440 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 5, 2018, as amended May 14, 2019. F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $23.52 to $24.04, 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. F3 · balance_after: Includes 1,084 shares of Common Stock acquired under the Issuer's Employee Stock Purchase Plan. Read SEC document
January 02, 2019 Filed Jan 4, 2019 22:10 UTC	Evergy, Inc. EVRG · Entity 3282	GrantDirector Deferred Share Units · Derivative	2,290	$0.00	$0.00	Disclosure SEC source: 0001127602-19-001375 · form4.xml · derivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,378 Underlying: Common Stock · 2,290 shares Expires not disclosed F1 · derivative.exercise_price: 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 · kind: Director Deferred Share Units received as partial payment of retainer fees that have been deferred pursuant to elections made by the reporting person. F2 · derivative.exercise_date: Director Deferred Share Units received as partial payment of retainer fees that have been deferred pursuant to elections made by the reporting person. F2 · derivative.expiration_date: Director Deferred Share Units received as partial payment of retainer fees that have been deferred pursuant to elections made by the reporting person. F3 · balance_after: Includes 130 deferred share units acquired through the reinvestment of dividend equivalents. Read SEC document
December 12, 2018 Filed Dec 12, 2018 22:21 UTC	Cardlytics, Inc. CDLX · Entity 7603	SaleCommon Stock	1	$13.71	$13.71	Disclosure SEC source: 0001209191-18-062263 · doc4.xml · nonDerivative · entry 4 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 623,357 F3 · kind: Shares sold to satisfy withholding tax obligations upon the vesting of restricted stock grants. Read SEC document
December 11, 2018 Filed Dec 12, 2018 22:21 UTC	Cardlytics, Inc. CDLX · Entity 7603	SaleCommon Stock	14,452	$13.32	$192,500.64	Disclosure SEC source: 0001209191-18-062263 · doc4.xml · nonDerivative · entry 3 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 623,358 F3 · kind: Shares sold to satisfy withholding tax obligations upon the vesting of restricted stock grants. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.15 - $13.61, inclusive. Read SEC document
December 10, 2018 Filed Dec 12, 2018 22:21 UTC	Cardlytics, Inc. CDLX · Entity 7603	Exercise / conversionPerformance Stock Unit · Derivative	75,000	$0.00	$0.00	Disclosure SEC source: 0001209191-18-062263 · doc4.xml · derivative · entry 7 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 75,000 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of share of the Issuer's Common Stock. F7 · derivative.exercise_date: The performance stock units ("PSUs") vested upon the Compensation Committee of the Issuer's Board of Directors certifying that at least 85,000,000 customers or accounts of the Issuer's financial institution ("FI") partners had logged in and visited the online or mobile banking applications of the Issuer's FI partners featuring the Issuer's Cardlytics Direct product, or opened an email from the Issuer's FI partners featuring the Issuer's Cardlytics Direct product, during a monthly period ("MAUs"). F7 · derivative.expiration_date: The performance stock units ("PSUs") vested upon the Compensation Committee of the Issuer's Board of Directors certifying that at least 85,000,000 customers or accounts of the Issuer's financial institution ("FI") partners had logged in and visited the online or mobile banking applications of the Issuer's FI partners featuring the Issuer's Cardlytics Direct product, or opened an email from the Issuer's FI partners featuring the Issuer's Cardlytics Direct product, during a monthly period ("MAUs"). Read SEC document
December 10, 2018 Filed Dec 12, 2018 22:21 UTC	Cardlytics, Inc. CDLX · Entity 7603	SaleCommon Stock	12,900	$13.69	$176,601.00	Disclosure SEC source: 0001209191-18-062263 · doc4.xml · nonDerivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 637,810 F3 · kind: Shares sold to satisfy withholding tax obligations upon the vesting of restricted stock grants. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.30 - $14.08, 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 (4) and (5) to this Form 4. Read SEC document
December 10, 2018 Filed Dec 12, 2018 22:21 UTC	Cardlytics, Inc. CDLX · Entity 7603	Exercise / conversionCommon Stock	75,000	Not disclosed	Not disclosed	Disclosure SEC source: 0001209191-18-062263 · doc4.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 650,710 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 · price: Each restricted stock unit represents a contingent right to receive one share of share of the Issuer's Common Stock. F2 · balance_after: Includes 1,923 shares of the Common Stock acquired under the Issuer's Employee Stock Purchase Plan. Read SEC document
December 05, 2018 Filed Dec 7, 2018 21:52 UTC	Cardlytics, Inc. CDLX · Entity 7603	GrantPerformance Stock Unit · Derivative	75,000	$0.00	$0.00	Disclosure SEC source: 0001209191-18-061533 · doc4.xml · derivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 75,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of share of the Issuer's Common Stock. F2 · derivative.exercise_date: The performance stock units ("PSUs") vested upon the Compensation Committee of the Issuer's Board of Directors certifying that at least 85,000,000 customers or accounts of the Issuer's financial institution ("FI") partners had logged in and visited the online or mobile banking applications of the Issuer's FI partners featuring the Issuer's Cardlytics Direct product, or opened an email from the Issuer's FI partners featuring the Issuer's Cardlytics Direct product, during a monthly period ("MAUs"). The PSUs have not yet settled. F2 · derivative.expiration_date: The performance stock units ("PSUs") vested upon the Compensation Committee of the Issuer's Board of Directors certifying that at least 85,000,000 customers or accounts of the Issuer's financial institution ("FI") partners had logged in and visited the online or mobile banking applications of the Issuer's FI partners featuring the Issuer's Cardlytics Direct product, or opened an email from the Issuer's FI partners featuring the Issuer's Cardlytics Direct product, during a monthly period ("MAUs"). The PSUs have not yet settled. Read SEC document
August 17, 2018 Filed Aug 21, 2018 20:11 UTC	Cardlytics, Inc. CDLX · Entity 7603	SaleCommon Stock	1,445	$20.66	$29,853.70	Disclosure SEC source: 0001209191-18-047740 · doc4.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 573,787 F1 · kind: Represents shares sold to cover taxes due upon the settlement of certain restricted stock unit grants. Read SEC document
June 20, 2018 Filed Jun 22, 2018 21:52 UTC	Evergy, Inc. EVRG · Entity 3282	GrantDirector Deferred Share Units · Derivative	62	$0.00	$0.00	Disclosure SEC source: 0001127602-18-021776 · form4.xml · derivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,958 Underlying: Common Stock · 62 shares Expires not disclosed F1 · derivative.exercise_price: 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 · kind: Director Deferred Share Units acquired through the reinvestment of dividend equivalents. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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. Read SEC document
June 15, 2018 Filed Jun 19, 2018 22:20 UTC	Evergy, Inc. EVRG · Entity 3282	GrantDirector Deferred Share Units · Derivative	737	$0.00	$0.00	Disclosure SEC source: 0001127602-18-021470 · form4.xml · derivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,896 Underlying: Common Stock · 737 shares Expires not disclosed F1 · derivative.exercise_price: 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 · price: As disclosed by Evergy in a Current Report on Form 8-K, dated June 4, 2018, each member of Evergy's board of directors who is a former non-employee member of the Great Plains Energy Incorporated board of directors is entitled to a stock award with a value of $40,000. The award was subject to Evergy having an effective Registration Statement on Form S-8, which occurred on June 15, 2018. The number of units was determined by dividing the award by $54.25, the closing price of Evergy common stock on June 5, 2018, the date on which Evergy shares were listed on the New York Stock Exchange. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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. Read SEC document
June 04, 2018 Filed Jun 5, 2018 17:41 UTC	GREAT PLAINS ENERGY INC GXP · Entity 166033	Disposition to issuerDirector Deferred Share Units · Derivative	11,970	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-18-020045 · form4.xml · derivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,970 shares Expires not disclosed F2 · derivative.exercise_price: 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 · price: 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. F2 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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. Read SEC document
June 04, 2018 Filed Jun 5, 2018 17:41 UTC	GREAT PLAINS ENERGY INC GXP · Entity 166033	Disposition to issuerCommon Stock	1,318	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-18-020045 · form4.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: 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. Read SEC document
June 04, 2018 Filed Jun 6, 2018 21:37 UTC	Evergy, Inc. EVRG · Entity 3282	GrantDirector Deferred Share Units · Derivative	7,159	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-18-020198 · form4.xml · derivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,159 Underlying: Common Stock · 7,159 shares Expires not disclosed F2 · derivative.exercise_price: Director Deferred Share Units represent the right to receive one share of 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. F3 · price: Received in exchange for 11,970 director deferred share units of Great Plains Energy. Upon closing of the merger, each director deferred share unit of Great Plains Energy common stock was converted into 0.5981 director deferred share units of Evergy. All of the transactions reported in this Form 4 occurred simultaneously upon closing of the merger. F2 · derivative.exercise_date: Director Deferred Share Units represent the right to receive one share of 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 · derivative.expiration_date: Director Deferred Share Units represent the right to receive one share of 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. Read SEC document
June 04, 2018 Filed Jun 6, 2018 21:37 UTC	Evergy, Inc. EVRG · Entity 3282	GrantCommon Stock	788	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-18-020198 · form4.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 788 F1 · price: Received in exchange for 1,318 shares of Great Plains Energy Incorporated ("Great Plains Energy") common stock in connection with that certain Amended and Restated Agreement and Plan of Merger dated as of July 9, 2017 by and among Great Plains Energy, Westar Energy, Inc., Evergy, Inc. ("Evergy") (formerly Monarch Energy Holding, Inc.), King Energy, and for certain limited purposes, GP Star, Inc. Upon closing of the merger, each outstanding share of Great Plains Energy common stock was converted into 0.5981 a share of Evergy common stock. 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. All of the transactions reported in this Form 4 occurred simultaneously upon closing of the merger. Read SEC document
May 25, 2018 Filed May 29, 2018 17:36 UTC	GREAT PLAINS ENERGY INC GXP · Entity 166033	GrantDirector Deferred Share Units · Derivative	2,095	$0.00	$0.00	Disclosure SEC source: 0001127602-18-019105 · form4.xml · derivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,970 Underlying: Common Stock · 2,095 shares Expires not disclosed F1 · derivative.exercise_price: 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. F1 · shares: 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. F1 · price: 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. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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. Read SEC document
March 27, 2018 Filed Mar 28, 2018 18:50 UTC	GREAT PLAINS ENERGY INC GXP · Entity 166033	GrantDirector Deferred Share Units · Derivative	723	$0.00	$0.00	Disclosure SEC source: 0001127602-18-012960 · form4.xml · derivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,875 Underlying: Common Stock · 723 shares Expires not disclosed F1 · derivative.exercise_price: 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. F1 · shares: 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. F1 · price: 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. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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. F2 · balance_after: Amount includes 82 Director Deferred Share Units accrued from December 27, 2017, through March 27, 2018, through dividend reinvestment. Read SEC document
February 13, 2018 Filed Feb 15, 2018 21:22 UTC	Cardlytics, Inc. CDLX · Entity 7603	ConversionSeries G' Redeemable Convertible Preferred Stock · Derivative	30,622	$0.00	$0.00	Disclosure SEC source: 0001209191-18-010391 · doc4.xml · derivative · entry 11 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,622 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. F1 · derivative.exercise_price: Each share of Series G' Redeemable Convertible Preferred Stock converted into the Issuer's Common Stock on a one-for-one basis upon the Issuer's initial public offering and has no expiration date. F1 · derivative.exercise_date: Each share of Series G' Redeemable Convertible Preferred Stock converted into the Issuer's Common Stock on a one-for-one basis upon the Issuer's initial public offering and has no expiration date. F1 · derivative.expiration_date: Each share of Series G' Redeemable Convertible Preferred Stock converted into the Issuer's Common Stock on a one-for-one basis upon the Issuer's initial public offering and has no expiration date. Read SEC document
February 13, 2018 Filed Feb 15, 2018 21:22 UTC	Cardlytics, Inc. CDLX · Entity 7603	Exercise / conversionSeries G' Redeemable Convertible Preferred Stock · Derivative	1,279	$0.00	$0.00	Disclosure SEC source: 0001209191-18-010391 · doc4.xml · derivative · entry 10 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,622 Underlying: Common Stock · 1,279 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. F1 · derivative.exercise_price: Each share of Series G' Redeemable Convertible Preferred Stock converted into the Issuer's Common Stock on a one-for-one basis upon the Issuer's initial public offering and has no expiration date. F1 · derivative.exercise_date: Each share of Series G' Redeemable Convertible Preferred Stock converted into the Issuer's Common Stock on a one-for-one basis upon the Issuer's initial public offering and has no expiration date. F1 · derivative.expiration_date: Each share of Series G' Redeemable Convertible Preferred Stock converted into the Issuer's Common Stock on a one-for-one basis upon the Issuer's initial public offering and has no expiration date. Read SEC document
February 13, 2018 Filed Feb 15, 2018 21:22 UTC	Cardlytics, Inc. CDLX · Entity 7603	Exercise / conversionRestricted Stock Unit · Derivative	1,279	$0.00	$0.00	Disclosure SEC source: 0001209191-18-010391 · doc4.xml · derivative · entry 9 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Series G' Redeemable Convertible Preferred Stock · 1,279 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 the Issuer's Series G' Redeemable Convertible Preferred Stock. F5 · derivative.exercise_date: The RSUs vested upon the completion of the Issuer's initial public offering. F5 · derivative.expiration_date: The RSUs vested upon the completion of the Issuer's initial public offering. Read SEC document
February 13, 2018 Filed Feb 15, 2018 21:22 UTC	Cardlytics, Inc. CDLX · Entity 7603	Exercise / conversionSeries G' Redeemable Convertible Preferred Stock · Derivative	2,191	$0.00	$0.00	Disclosure SEC source: 0001209191-18-010391 · doc4.xml · derivative · entry 8 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,343 Underlying: Common Stock · 2,191 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. F1 · derivative.exercise_price: Each share of Series G' Redeemable Convertible Preferred Stock converted into the Issuer's Common Stock on a one-for-one basis upon the Issuer's initial public offering and has no expiration date. F1 · derivative.exercise_date: Each share of Series G' Redeemable Convertible Preferred Stock converted into the Issuer's Common Stock on a one-for-one basis upon the Issuer's initial public offering and has no expiration date. F1 · derivative.expiration_date: Each share of Series G' Redeemable Convertible Preferred Stock converted into the Issuer's Common Stock on a one-for-one basis upon the Issuer's initial public offering and has no expiration date. Read SEC document
February 13, 2018 Filed Feb 15, 2018 21:22 UTC	Cardlytics, Inc. CDLX · Entity 7603	Exercise / conversionRestricted Stock Unit · Derivative	2,191	$0.00	$0.00	Disclosure SEC source: 0001209191-18-010391 · doc4.xml · derivative · entry 7 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Series G' Redeemable Convertible Preferred Stock · 2,191 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 the Issuer's Series G' Redeemable Convertible Preferred Stock. F5 · derivative.exercise_date: The RSUs vested upon the completion of the Issuer's initial public offering. F5 · derivative.expiration_date: The RSUs vested upon the completion of the Issuer's initial public offering. Read SEC document
February 13, 2018 Filed Feb 15, 2018 21:22 UTC	Cardlytics, Inc. CDLX · Entity 7603	Exercise / conversionSeries G' Redeemable Convertible Preferred Stock · Derivative	1,183	$0.00	$0.00	Disclosure SEC source: 0001209191-18-010391 · doc4.xml · derivative · entry 6 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,152 Underlying: Common Stock · 1,183 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. F1 · derivative.exercise_price: Each share of Series G' Redeemable Convertible Preferred Stock converted into the Issuer's Common Stock on a one-for-one basis upon the Issuer's initial public offering and has no expiration date. F1 · derivative.exercise_date: Each share of Series G' Redeemable Convertible Preferred Stock converted into the Issuer's Common Stock on a one-for-one basis upon the Issuer's initial public offering and has no expiration date. F1 · derivative.expiration_date: Each share of Series G' Redeemable Convertible Preferred Stock converted into the Issuer's Common Stock on a one-for-one basis upon the Issuer's initial public offering and has no expiration date. 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.