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
February 13, 2018 Filed Feb 15, 2018 21:22 UTC	Cardlytics, Inc. CDLX · Entity 7603	Exercise / conversionRestricted Stock Unit · Derivative	1,183	$0.00	$0.00	Disclosure SEC source: 0001209191-18-010391 · doc4.xml · derivative · entry 5 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 · 1,183 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. 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	PurchaseCommon Stock	800	$13.00	$10,400.00	Disclosure SEC source: 0001209191-18-010391 · doc4.xml · nonDerivative · entry 3 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By immediate family member Disclosed balance after: 800 F2 · kind: Represents shares purchased through the Issuer's directed share program in connection with its initial public offering. Read SEC document
February 13, 2018 Filed Feb 15, 2018 21:22 UTC	Cardlytics, Inc. CDLX · Entity 7603	PurchaseCommon Stock	1,800	$13.00	$23,400.00	Disclosure SEC source: 0001209191-18-010391 · doc4.xml · nonDerivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 575,232 F2 · kind: Represents shares purchased through the Issuer's directed share program in connection with its initial public offering. Read SEC document
February 13, 2018 Filed Feb 15, 2018 21:22 UTC	Cardlytics, Inc. CDLX · Entity 7603	ConversionCommon Stock	30,622	Not disclosed	Not disclosed	Disclosure SEC source: 0001209191-18-010391 · doc4.xml · nonDerivative · entry 1 Grimes Scott D. · CIK 0001617486 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 573,432 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 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
December 27, 2017 Filed Dec 28, 2017 17:36 UTC	GREAT PLAINS ENERGY INC GXP · Entity 166033	GrantDirector Deferred Share Units · Derivative	703	$0.00	$0.00	Disclosure SEC source: 0001127602-17-035583 · form4.xml · derivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,070 Underlying: Common Stock · 703 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 70 Director Deferred Share Units accrued from September 27, 2017, through December 27, 2017, through dividend reinvestment. Read SEC document
September 27, 2017 Filed Sep 28, 2017 18:27 UTC	GREAT PLAINS ENERGY INC GXP · Entity 166033	GrantDirector Deferred Share Units · Derivative	746	$0.00	$0.00	Disclosure SEC source: 0001127602-17-028348 · form4.xml · derivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,297 Underlying: Common Stock · 746 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 67 Director Deferred Share Units accrued from June 28, 2017, through September 27, 2017, through dividend reinvestment. Read SEC document
June 28, 2017 Filed Jun 29, 2017 17:35 UTC	GREAT PLAINS ENERGY INC GXP · Entity 166033	GrantDirector Deferred Share Units · Derivative	767	$0.00	$0.00	Disclosure SEC source: 0001127602-17-022408 · form4.xml · derivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,484 Underlying: Common Stock · 767 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 62 Director Deferred Share Units accrued from March 29, 2017, through June 28, 2017, through dividend reinvestment. Read SEC document
March 29, 2017 Filed Mar 30, 2017 18:21 UTC	GREAT PLAINS ENERGY INC GXP · Entity 166033	GrantDirector Deferred Share Units · Derivative	692	$0.00	$0.00	Disclosure SEC source: 0001127602-17-013334 · form4.xml · derivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,655 Underlying: Common Stock · 692 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 56 Director Deferred Share Units accrued from December 28, 2016, though March 29, 2017, through dividend reinvestment. Read SEC document
December 28, 2016 Filed Dec 29, 2016 17:16 UTC	GREAT PLAINS ENERGY INC GXP · Entity 166033	GrantDirector Deferred Share Units · Derivative	734	$0.00	$0.00	Disclosure SEC source: 0001127602-16-071036 · form4.xml · derivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,907 Underlying: Common Stock · 734 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 · 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 51 Director Deferred Share Units accrued from September 28, 2016, though December 28, 2016, through dividend reinvestment. Read SEC document
September 28, 2016 Filed Sep 30, 2016 18:05 UTC	GREAT PLAINS ENERGY INC GXP · Entity 166033	GrantDirector Deferred Share Units · Derivative	719	$0.00	$0.00	Disclosure SEC source: 0001127602-16-063580 · form4.xml · derivative · entry 2 Grimes Scott D. · CIK 0001617486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,122 Underlying: Common Stock · 719 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 · 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 43 Director Deferred Share Units accrued from June 28, 2016, though September 28, 2016, through dividend reinvestment. 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.