Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cardlytics, Inc.CDLX · Entity 7603 | Director | May 20, 2026 | August 24, 2026 |
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 May 20, 2026 · Filed August 24, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 2,200 |
Reported balance
After 2026-05-20 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 2,200 · Balance 2,200 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. F2: On May 21, 2026, the reporting person filed a Form 4 which inadvertently reported an incorrect number of shares underlying the RSU awarded to the reporting person. As reported in this amendment, the reporting person was awarded RSUs representing a right to receive 2,200 shares of the Issuer's common stock. The number of securities reported within this footnote have been adjusted to reflect the 1-for-10 reverse stock split of the Issuer's common stock, which was effective June 5, 2026. F3: The RSUs shall vest in full on the one-year anniversary of the date of grant, provided that the Reporting Person remains a director of the Issuer on such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent.
F2: On May 21, 2026, the reporting person filed a Form 4 which inadvertently reported an incorrect number of shares underlying the RSU awarded to the reporting person. As reported in this amendment, the reporting person was awarded RSUs representing a right to receive 2,200 shares of the Issuer's common stock. The number of securities reported within this footnote have been adjusted to reflect the 1-for-10 reverse stock split of the Issuer's common stock, which was effective June 5, 2026.
F3: The RSUs shall vest in full on the one-year anniversary of the date of grant, provided that the Reporting Person remains a director of the Issuer on such vesting date.
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 |
|---|---|---|---|---|---|---|
| May 20, 2026 Filed May 21, 2026 20:31 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Units · Derivative | 11,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-037320 · wk-form4_1779395516.xml · derivative · entry 3 Gupta Srishti A. · CIK 0002043227 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,000 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 ("RSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. F3 · derivative.exercise_date: The RSUs vested in full on the one-year anniversary of the date of grant. F3 · derivative.expiration_date: The RSUs vested in full on the one-year anniversary of the date of grant. Read SEC document |
| May 20, 2026 Filed May 21, 2026 20:31 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GrantRestricted Stock Unit · Derivative | 11,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-037320 · wk-form4_1779395516.xml · derivative · entry 2 Gupta Srishti A. · CIK 0002043227 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,000 Underlying: Common Stock · 11,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. F2 · derivative.exercise_date: The RSUs shall vest in full on the one-year anniversary of the date of grant, provided that the Reporting Person remains a director of the Issuer on such vesting date. F2 · derivative.expiration_date: The RSUs shall vest in full on the one-year anniversary of the date of grant, provided that the Reporting Person remains a director of the Issuer on such vesting date. Read SEC document |
| May 20, 2026 Filed May 21, 2026 20:31 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 11,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-037320 · wk-form4_1779395516.xml · nonDerivative · entry 1 Gupta Srishti A. · CIK 0002043227 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,148 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 ("RSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. Read SEC document |
| May 20, 2026 Filed Aug 24, 2026 20:06 UTC Amendment | Cardlytics, Inc. CDLX · Entity 7603 | GrantRestricted Stock Unit · Derivative | 2,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-058617 · wk-form4a_1787601969.xml · derivative · entry 1 Gupta Srishti A. · CIK 0002043227 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,200 Underlying: Common Stock · 2,200 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. F2 · shares: On May 21, 2026, the reporting person filed a Form 4 which inadvertently reported an incorrect number of shares underlying the RSU awarded to the reporting person. As reported in this amendment, the reporting person was awarded RSUs representing a right to receive 2,200 shares of the Issuer's common stock. The number of securities reported within this footnote have been adjusted to reflect the 1-for-10 reverse stock split of the Issuer's common stock, which was effective June 5, 2026. F3 · derivative.exercise_date: The RSUs shall vest in full on the one-year anniversary of the date of grant, provided that the Reporting Person remains a director of the Issuer on such vesting date. F3 · derivative.expiration_date: The RSUs shall vest in full on the one-year anniversary of the date of grant, provided that the Reporting Person remains a director of the Issuer on such vesting date. F2 · derivative.underlying_shares: On May 21, 2026, the reporting person filed a Form 4 which inadvertently reported an incorrect number of shares underlying the RSU awarded to the reporting person. As reported in this amendment, the reporting person was awarded RSUs representing a right to receive 2,200 shares of the Issuer's common stock. The number of securities reported within this footnote have been adjusted to reflect the 1-for-10 reverse stock split of the Issuer's common stock, which was effective June 5, 2026. F2 · balance_after: On May 21, 2026, the reporting person filed a Form 4 which inadvertently reported an incorrect number of shares underlying the RSU awarded to the reporting person. As reported in this amendment, the reporting person was awarded RSUs representing a right to receive 2,200 shares of the Issuer's common stock. The number of securities reported within this footnote have been adjusted to reflect the 1-for-10 reverse stock split of the Issuer's common stock, which was effective June 5, 2026. Read SEC document |
| October 30, 2025 Filed Oct 30, 2025 22:31 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Unit · Derivative | 6,148 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-25-000143 · wk-form4_1761863494.xml · derivative · entry 2 Gupta Srishti A. · CIK 0002043227 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,148 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 ("RSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. F2 · derivative.exercise_date: This RSU award was for 6,148 shares with a grant date of October 30, 2024. The RSUs vested in full on the one-year anniversary of the grant date. F2 · derivative.expiration_date: This RSU award was for 6,148 shares with a grant date of October 30, 2024. The RSUs vested in full on the one-year anniversary of the grant date. Read SEC document |
| October 30, 2025 Filed Oct 30, 2025 22:31 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 6,148 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001666071-25-000143 · wk-form4_1761863494.xml · nonDerivative · entry 1 Gupta Srishti A. · CIK 0002043227 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,148 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 ("RSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. Read SEC document |
| May 20, 2025 Filed May 20, 2025 20:05 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GrantRestricted Stock Units · Derivative | 11,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-25-000077 · wk-form4_1747771528.xml · derivative · entry 1 Gupta Srishti A. · CIK 0002043227 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,000 Underlying: Common Stock · 11,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. F2 · derivative.exercise_date: The RSUs shall vest in full on the one-year anniversary of the date of grant, provided that the Reporting Person remains a director of the Issuer on such vesting date. F2 · derivative.expiration_date: The RSUs shall vest in full on the one-year anniversary of the date of grant, provided that the Reporting Person remains a director of the Issuer on such vesting date. Read SEC document |
| October 30, 2024 Filed Nov 4, 2024 21:06 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GrantRestricted Stock Unit · Derivative | 6,148 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-24-000160 · wk-form4_1730754366.xml · derivative · entry 1 Gupta Srishti A. · CIK 0002043227 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,148 Underlying: Common Stock · 6,148 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. F2 · derivative.exercise_date: The RSUs shall vest in full on the one-year anniversary of the date of grant, provided that the Reporting Person remains a director of the Issuer on such vesting date. F2 · derivative.expiration_date: The RSUs shall vest in full on the one-year anniversary of the date of grant, provided that the Reporting Person remains a director of the Issuer on such vesting 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.