Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Nerdy Inc.NRDY · Entity 5208 | President & COO | December 01, 2021 | December 02, 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.
Nerdy Inc.
Report date December 01, 2021 · Filed December 02, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 841,680 |
Reported balance
After 2021-12-01 transaction · row 1
1 source rowRow 1 · 2021-12-01 · Grant · Acquired 841,680 · Balance 841,680 F1: Represents Restricted Stock Units ("RSUs") issued under the Nerdy Inc. 2021 Equity Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's Class A Common Stock. The RSUs shall vest as follows: 153,032 RSUs vest on December 1, 2022, with the remainder vesting in eighteen substantially equal quarterly installments thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Restricted Stock Units ("RSUs") issued under the Nerdy Inc. 2021 Equity Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's Class A Common Stock. The RSUs shall vest as follows: 153,032 RSUs vest on December 1, 2022, with the remainder vesting in eighteen substantially equal quarterly installments thereafter.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 01, 2021 Filed Dec 2, 2021 14:57 UTC | Nerdy Inc. NRDY · Entity 5208 | GrantClass A Common Stock | 841,680 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-046553 · doc4.xml · nonDerivative · entry 1 Clarkson Ian · CIK 0001880240 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 841,680 F1 · kind: Represents Restricted Stock Units ("RSUs") issued under the Nerdy Inc. 2021 Equity Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's Class A Common Stock. The RSUs shall vest as follows: 153,032 RSUs vest on December 1, 2022, with the remainder vesting in eighteen substantially equal quarterly installments thereafter. Read SEC document |
| September 20, 2021 Filed Sep 22, 2021 21:42 UTC | Nerdy Inc. NRDY · Entity 5208 | GrantStock Option (Right to Buy) · Derivative | 2,600,000 | $0.00 Strike: $11.20 | $0.00 |
DisclosureSEC source: 0000899243-21-037208 · doc4.xml · derivative · entry 1 Clarkson Ian · CIK 0001880240 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,600,000 Underlying: Class A Common Stock · 2,600,000 shares Expires 2031-09-19 F1 · derivative.exercise_date: The shares underlying this option shall vest and become exercisable over 5.5 years from the date of grant, with 472,727 shares vesting on September 20, 2022 and the remainder vesting in fifty-four substantially equal monthly installments thereafter. 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.