Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cardlytics, Inc.CDLX · Entity 7603 | Director · Chief Executive Officer | October 01, 2026 | October 02, 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 October 01, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 138,906 |
Ending reported balance
After 2026-10-02 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-10-01 · Exercise / conversion · Acquired 18,750 · Balance 144,139 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Row 2 · 2026-10-01 · Exercise / conversion · Acquired 12,500 · Balance 156,639 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Row 3 · 2026-10-01 · Sale · Disposed 10,351 · Balance 146,288 F2: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $2.62 to $2.94, 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). Row 4 · 2026-10-02 · Sale · Disposed 7,382 · Balance 138,906 F3: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $2.48 to $2.635, 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). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 112,500 |
Reported balance
After 2026-10-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-10-01 · Exercise / conversion · Disposed 18,750 · Balance 112,500 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F4: The RSUs vest in equal amounts quarterly over a two-year period through April 1, 2028, provided that the Reporting Person remains employed by the Issuer on such vesting dates. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 25,000 |
Reported balance
After 2026-10-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-10-01 · Exercise / conversion · Disposed 12,500 · Balance 25,000 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F5: 50% of the shares underlying the RSU award vested on April 1, 2026, with the remaining 50% vesting in equal amounts quarterly over a one-year period through April 1, 2027, provided that the Reporting Person remains employed by the Issuer on such vesting dates. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.
F2: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $2.62 to $2.94, 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).
F3: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $2.48 to $2.635, 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).
F4: The RSUs vest in equal amounts quarterly over a two-year period through April 1, 2028, provided that the Reporting Person remains employed by the Issuer on such vesting dates.
F5: 50% of the shares underlying the RSU award vested on April 1, 2026, with the remaining 50% vesting in equal amounts quarterly over a one-year period through April 1, 2027, provided that the Reporting Person remains employed by the Issuer on such vesting dates.
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 |
|---|---|---|---|---|---|---|
| October 02, 2026 Filed Oct 2, 2026 21:30 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 7,382 | $2.53 | $18,698.61 |
DisclosureSEC source: 0001628280-26-064668 · wk-form4_1790976643.xml · nonDerivative · entry 4 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,906 F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $2.48 to $2.635, 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). Read SEC document |
| October 01, 2026 Filed Oct 2, 2026 21:30 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Unit · Derivative | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-064668 · wk-form4_1790976643.xml · derivative · entry 6 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 12,500 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 the Issuer's Common Stock. F5 · derivative.exercise_date: 50% of the shares underlying the RSU award vested on April 1, 2026, with the remaining 50% vesting in equal amounts quarterly over a one-year period through April 1, 2027, provided that the Reporting Person remains employed by the Issuer on such vesting dates. F5 · derivative.expiration_date: 50% of the shares underlying the RSU award vested on April 1, 2026, with the remaining 50% vesting in equal amounts quarterly over a one-year period through April 1, 2027, provided that the Reporting Person remains employed by the Issuer on such vesting dates. Read SEC document |
| October 01, 2026 Filed Oct 2, 2026 21:30 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Units · Derivative | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-064668 · wk-form4_1790976643.xml · derivative · entry 5 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,500 Underlying: Common Stock · 18,750 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 the Issuer's Common Stock. F4 · derivative.exercise_date: The RSUs vest in equal amounts quarterly over a two-year period through April 1, 2028, provided that the Reporting Person remains employed by the Issuer on such vesting dates. F4 · derivative.expiration_date: The RSUs vest in equal amounts quarterly over a two-year period through April 1, 2028, provided that the Reporting Person remains employed by the Issuer on such vesting dates. Read SEC document |
| October 01, 2026 Filed Oct 2, 2026 21:30 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 10,351 | $2.71 | $28,051.21 |
DisclosureSEC source: 0001628280-26-064668 · wk-form4_1790976643.xml · nonDerivative · entry 3 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146,288 F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $2.62 to $2.94, 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). Read SEC document |
| October 01, 2026 Filed Oct 2, 2026 21:30 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 12,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-064668 · wk-form4_1790976643.xml · nonDerivative · entry 2 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 156,639 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 the Issuer's Common Stock. Read SEC document |
| October 01, 2026 Filed Oct 2, 2026 21:30 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 18,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-064668 · wk-form4_1790976643.xml · nonDerivative · entry 1 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,139 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 the Issuer's Common Stock. Read SEC document |
| August 18, 2026 Filed Aug 18, 2026 21:27 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 6,676 | $4.03 | $26,910.96 |
DisclosureSEC source: 0001628280-26-057772 · wk-form4_1787088440.xml · nonDerivative · entry 4 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,389 F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $4.000 to $4.105, 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). Read SEC document |
| August 17, 2026 Filed Aug 18, 2026 21:27 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 6,785 | $3.97 | $26,909.31 |
DisclosureSEC source: 0001628280-26-057772 · wk-form4_1787088440.xml · nonDerivative · entry 3 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,065 F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $3.860 to $4.150, 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). Read SEC document |
| August 16, 2026 Filed Aug 18, 2026 21:27 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Units · Derivative | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-057772 · wk-form4_1787088440.xml · derivative · entry 6 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,500 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 the Issuer's Common Stock. F5 · derivative.exercise_date: The RSU award is for 50,000 shares that were granted on January 29, 2025. The RSUs will vest in four installments over a period of 24 months following August 16, 2024, the date the Reporting Person assumed the role of Chief Executive Officer, with 25% of the RSUs vesting on each of the six-, twelve-, eighteen- and twenty-four-month anniversaries, provided that the Reporting Person remains employed by the Issuer on such vesting date. F5 · derivative.expiration_date: The RSU award is for 50,000 shares that were granted on January 29, 2025. The RSUs will vest in four installments over a period of 24 months following August 16, 2024, the date the Reporting Person assumed the role of Chief Executive Officer, with 25% of the RSUs vesting on each of the six-, twelve-, eighteen- and twenty-four-month anniversaries, provided that the Reporting Person remains employed by the Issuer on such vesting date. Read SEC document |
| August 16, 2026 Filed Aug 18, 2026 21:27 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Units · Derivative | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-057772 · wk-form4_1787088440.xml · derivative · entry 5 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,500 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 the Issuer's Common Stock. F4 · derivative.exercise_date: The RSU award is for 50,000 shares that were granted on August 21, 2024. The RSUs will vest and have vested in four installments over a period of 24 months following August 16, 2024, the date the Reporting Person assumed the role of Chief Executive Officer, with 25% of the RSUs vesting on each of the six-, twelve-, eighteen- and twenty-four-month anniversaries, provided that the Reporting Person remains employed by the Issuer on such vesting date. F4 · derivative.expiration_date: The RSU award is for 50,000 shares that were granted on August 21, 2024. The RSUs will vest and have vested in four installments over a period of 24 months following August 16, 2024, the date the Reporting Person assumed the role of Chief Executive Officer, with 25% of the RSUs vesting on each of the six-, twelve-, eighteen- and twenty-four-month anniversaries, provided that the Reporting Person remains employed by the Issuer on such vesting date. Read SEC document |
| August 16, 2026 Filed Aug 18, 2026 21:27 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 12,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-057772 · wk-form4_1787088440.xml · nonDerivative · entry 2 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,850 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 the Issuer's Common Stock. Read SEC document |
| August 16, 2026 Filed Aug 18, 2026 21:27 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 12,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-057772 · wk-form4_1787088440.xml · nonDerivative · entry 1 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 126,350 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 the Issuer's Common Stock. Read SEC document |
| July 06, 2026 Filed Jul 6, 2026 21:52 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 9,640 | $4.39 | $42,358.16 |
DisclosureSEC source: 0001628280-26-047392 · wk-form4_1783374763.xml · nonDerivative · entry 4 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,850 F4 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $4.280 to $4.510, 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). Read SEC document |
| July 02, 2026 Filed Jul 6, 2026 21:52 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 6,498 | $4.40 | $28,558.71 |
DisclosureSEC source: 0001628280-26-047392 · wk-form4_1783374763.xml · nonDerivative · entry 3 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,490 F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $4.260 to $4.540, 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). Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 21:52 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Units · Derivative | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-047392 · wk-form4_1783374763.xml · derivative · entry 6 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131,250 Underlying: Common Stock · 18,750 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 the Issuer's Common Stock. F2 · shares: Effective June 5, 2026, the Issuer effected a 1-for-10 reverse stock split of the Issuer's common stock. The number of securities reported herein have been adjusted to reflect the reverse stock split. F6 · derivative.exercise_date: The RSU award will vest in equal amounts quarterly over a two-year period through April 1, 2028, provided that the Reporting Person remains employed by the Issuer on such vesting dates. F6 · derivative.expiration_date: The RSU award will vest in equal amounts quarterly over a two-year period through April 1, 2028, provided that the Reporting Person remains employed by the Issuer on such vesting dates. F2 · balance_after: Effective June 5, 2026, the Issuer effected a 1-for-10 reverse stock split of the Issuer's common stock. The number of securities reported herein have been adjusted to reflect the reverse stock split. Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 21:52 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Units · Derivative | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-047392 · wk-form4_1783374763.xml · derivative · entry 5 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,500 Underlying: Common Stock · 12,500 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 the Issuer's Common Stock. F2 · shares: Effective June 5, 2026, the Issuer effected a 1-for-10 reverse stock split of the Issuer's common stock. The number of securities reported herein have been adjusted to reflect the reverse stock split. F5 · derivative.exercise_date: 50% of the shares underlying the RSU award vested on April 1, 2026, with the remaining 50% vesting in equal amounts quarterly over a one-year period through April 1, 2027, provided that the Reporting Person remains employed by the Issuer on such vesting dates. F5 · derivative.expiration_date: 50% of the shares underlying the RSU award vested on April 1, 2026, with the remaining 50% vesting in equal amounts quarterly over a one-year period through April 1, 2027, provided that the Reporting Person remains employed by the Issuer on such vesting dates. F2 · balance_after: Effective June 5, 2026, the Issuer effected a 1-for-10 reverse stock split of the Issuer's common stock. The number of securities reported herein have been adjusted to reflect the reverse stock split. Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 21:52 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 18,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-047392 · wk-form4_1783374763.xml · nonDerivative · entry 2 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,988 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 the Issuer's Common Stock. Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 21:52 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 12,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-047392 · wk-form4_1783374763.xml · nonDerivative · entry 1 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,238 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 the Issuer's Common Stock. F2 · balance_after: Effective June 5, 2026, the Issuer effected a 1-for-10 reverse stock split of the Issuer's common stock. The number of securities reported herein have been adjusted to reflect the reverse stock split. Read SEC document |
| April 06, 2026 Filed Apr 6, 2026 21:18 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 69,833 | $1.19 | $82,891.77 |
DisclosureSEC source: 0001628280-26-023939 · wk-form4_1775510320.xml · nonDerivative · entry 1 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 987,387 F1 · shares: Shares were sold solely to satisfy tax withholding obligations that resulted from the delivery of shares of common stock for RSUs that vested on April 1, 2026. The Reporting Person did not sell shares for any other purpose. F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $1.135 to $1.230, 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). Read SEC document |
| April 02, 2026 Filed Apr 2, 2026 22:19 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 54,225 | $1.04 | $56,502.45 |
DisclosureSEC source: 0001628280-26-023352 · wk-form4_1775168382.xml · nonDerivative · entry 4 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,057,220 F2 · shares: Shares were sold solely to satisfy tax withholding obligations that resulted from the delivery of shares of common stock for RSUs that vested on April 1, 2026. The Reporting Person did not sell shares for any other purpose. F4 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $0.972 to $1.085, 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 footnotes (3) and (4) in this Form 4. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 22:19 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Units · Derivative | 500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023352 · wk-form4_1775168382.xml · derivative · entry 6 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 500,000 Underlying: Common Stock · 500,000 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. F6 · derivative.exercise_date: 50% of the shares underlying the RSU award vested on April 1, 2026, with the remaining 50% vesting in equal amounts quarterly over a one-year period through April 1, 2027, provided that the Reporting Person remains employed by the Issuer on such vesting dates. F6 · derivative.expiration_date: 50% of the shares underlying the RSU award vested on April 1, 2026, with the remaining 50% vesting in equal amounts quarterly over a one-year period through April 1, 2027, provided that the Reporting Person remains employed by the Issuer on such vesting dates. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 22:19 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Units · Derivative | 14,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023352 · wk-form4_1775168382.xml · derivative · entry 5 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,350 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. F5 · derivative.exercise_date: The RSU award was originally for 114,796 shares. The RSU award vested in eight equal installments on July 1, 2024, October 1, 2024, January 1, 2025, April 1, 2025, July 1, 2025, October 1, 2025, January 1, 2026 and April 1, 2026. F5 · derivative.expiration_date: The RSU award was originally for 114,796 shares. The RSU award vested in eight equal installments on July 1, 2024, October 1, 2024, January 1, 2025, April 1, 2025, July 1, 2025, October 1, 2025, January 1, 2026 and April 1, 2026. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 22:19 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 62,549 | $0.99 | $61,923.51 |
DisclosureSEC source: 0001628280-26-023352 · wk-form4_1775168382.xml · nonDerivative · entry 3 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,111,445 F2 · shares: Shares were sold solely to satisfy tax withholding obligations that resulted from the delivery of shares of common stock for RSUs that vested on April 1, 2026. The Reporting Person did not sell shares for any other purpose. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $0.965 to $1.040, 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 footnotes (3) and (4) in this Form 4. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 22:19 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 500,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-023352 · wk-form4_1775168382.xml · nonDerivative · entry 2 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,173,994 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. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 22:19 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 14,350 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-023352 · wk-form4_1775168382.xml · nonDerivative · entry 1 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 673,994 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. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 21:57 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GrantRestricted Stock Units · Derivative | 1,500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-013989 · wk-form4_1772575052.xml · derivative · entry 1 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,500,000 Underlying: Common Stock · 1,500,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F2 · derivative.exercise_date: The RSU award will vest in equal amounts quarterly over a two-year period through April 1, 2028, provided that the Reporting Person remains employed by the Issuer on such vesting dates. F2 · derivative.expiration_date: The RSU award will vest in equal amounts quarterly over a two-year period through April 1, 2028, provided that the Reporting Person remains employed by the Issuer on such vesting dates. Read SEC document |
| February 18, 2026 Filed Feb 18, 2026 23:16 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 45,159 | $0.93 | $41,817.23 |
DisclosureSEC source: 0001628280-26-009310 · wk-form4_1771456608.xml · nonDerivative · entry 4 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 659,644 F2 · shares: Shares were sold solely to satisfy tax withholding obligations that resulted from the delivery of shares of common stock for RSUs that vested on February 16, 2026. The Reporting Person did not sell shares for any other purpose. F4 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $0.900 to $0.956, inclusive. Read SEC document |
| February 17, 2026 Filed Feb 18, 2026 23:16 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 52,049 | $0.90 | $46,948.20 |
DisclosureSEC source: 0001628280-26-009310 · wk-form4_1771456608.xml · nonDerivative · entry 3 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 704,803 F2 · shares: Shares were sold solely to satisfy tax withholding obligations that resulted from the delivery of shares of common stock for RSUs that vested on February 16, 2026. The Reporting Person did not sell shares for any other purpose. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $0.833 to $0.934, 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 footnotes (3) and (4) in this Form 4. Read SEC document |
| February 16, 2026 Filed Feb 18, 2026 23:16 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Units · Derivative | 125,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009310 · wk-form4_1771456608.xml · derivative · entry 6 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,000 Underlying: Common Stock · 125,000 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. F6 · derivative.exercise_date: The RSU award is for 500,000 shares that were granted on January 29, 2025. The RSUs will vest in four installments over a period of 24 months following August 16, 2024, the date the Reporting Person assumed the role of Chief Executive Officer, with 25% of the RSUs vesting on each of the six-, twelve-, eighteen- and twenty-four-month anniversaries, provided that the Reporting Person remains employed by the Issuer on such vesting date. F6 · derivative.expiration_date: The RSU award is for 500,000 shares that were granted on January 29, 2025. The RSUs will vest in four installments over a period of 24 months following August 16, 2024, the date the Reporting Person assumed the role of Chief Executive Officer, with 25% of the RSUs vesting on each of the six-, twelve-, eighteen- and twenty-four-month anniversaries, provided that the Reporting Person remains employed by the Issuer on such vesting date. Read SEC document |
| February 16, 2026 Filed Feb 18, 2026 23:16 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Units · Derivative | 125,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009310 · wk-form4_1771456608.xml · derivative · entry 5 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,000 Underlying: Common Stock · 125,000 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. F5 · derivative.exercise_date: The RSU award is for 500,000 shares that were granted on August 21, 2024. The RSUs will vest and have vested in four installments over a period of 24 months following August 16, 2024, the date the Reporting Person assumed the role of Chief Executive Officer, with 25% of the RSUs vesting on each of the six-, twelve-, eighteen- and twenty-four-month anniversaries, provided that the Reporting Person remains employed by the Issuer on such vesting date. F5 · derivative.expiration_date: The RSU award is for 500,000 shares that were granted on August 21, 2024. The RSUs will vest and have vested in four installments over a period of 24 months following August 16, 2024, the date the Reporting Person assumed the role of Chief Executive Officer, with 25% of the RSUs vesting on each of the six-, twelve-, eighteen- and twenty-four-month anniversaries, provided that the Reporting Person remains employed by the Issuer on such vesting date. Read SEC document |
| February 16, 2026 Filed Feb 18, 2026 23:16 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 125,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-009310 · wk-form4_1771456608.xml · nonDerivative · entry 2 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 756,852 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 |
| February 16, 2026 Filed Feb 18, 2026 23:16 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 125,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-009310 · wk-form4_1771456608.xml · nonDerivative · entry 1 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 631,852 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 |
| January 05, 2026 Filed Jan 5, 2026 23:53 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 5,807 | $1.17 | $6,794.19 |
DisclosureSEC source: 0001628280-26-000725 · wk-form4_1767657200.xml · nonDerivative · entry 2 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 506,852 F2 · shares: Shares were sold solely to satisfy tax withholding obligations that resulted from the delivery of shares of common stock for RSUs that vested on January 1, 2026. The Reporting Person did not sell shares for any other purpose. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $1.12 to $1.235, 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). Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 23:53 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Units · Derivative | 14,349 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-000725 · wk-form4_1767657200.xml · derivative · entry 3 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,350 Underlying: Common Stock · 14,349 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. F4 · derivative.exercise_date: The RSU award was originally for 114,796 shares. The RSU award vested or will vest in eight equal installments on July 1, 2024, October 1, 2024, January 1, 2025, April 1, 2025, July 1, 2025, October 1, 2025, January 1, 2026 and April 1, 2026, provided that the Reporting Person remains employed by the Issuer on such vesting date. F4 · derivative.expiration_date: The RSU award was originally for 114,796 shares. The RSU award vested or will vest in eight equal installments on July 1, 2024, October 1, 2024, January 1, 2025, April 1, 2025, July 1, 2025, October 1, 2025, January 1, 2026 and April 1, 2026, provided that the Reporting Person remains employed by the Issuer on such vesting date. Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 23:53 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 14,349 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-000725 · wk-form4_1767657200.xml · nonDerivative · entry 1 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 512,659 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. Read SEC document |
| October 02, 2025 Filed Oct 2, 2025 23:05 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 7,799 | $2.27 | $17,711.53 |
DisclosureSEC source: 0001666071-25-000140 · wk-form4_1759446338.xml · nonDerivative · entry 2 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 498,310 F2 · shares: Shares were sold solely to satisfy tax withholding obligations that resulted from the delivery of shares of common stock for RSUs that vested on October 1, 2025. The Reporting Person did not sell shares for any other purpose. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $2.21 to $2.36, 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). Read SEC document |
| October 01, 2025 Filed Oct 2, 2025 23:05 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Units · Derivative | 14,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-25-000140 · wk-form4_1759446338.xml · derivative · entry 3 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,699 Underlying: Common Stock · 14,350 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. F4 · derivative.exercise_date: The RSU award was originally for 114,796 shares. The RSU award vested or will vest in eight equal installments on July 1, 2024, October 1, 2024, January 1, 2025, April 1, 2025, July 1, 2025, October 1, 2025, January 1, 2026 and April 1, 2026, provided that the Reporting Person remains employed by the Issuer on such vesting date. F4 · derivative.expiration_date: The RSU award was originally for 114,796 shares. The RSU award vested or will vest in eight equal installments on July 1, 2024, October 1, 2024, January 1, 2025, April 1, 2025, July 1, 2025, October 1, 2025, January 1, 2026 and April 1, 2026, provided that the Reporting Person remains employed by the Issuer on such vesting date. Read SEC document |
| October 01, 2025 Filed Oct 2, 2025 23:05 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 14,350 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001666071-25-000140 · wk-form4_1759446338.xml · nonDerivative · entry 1 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 506,109 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. Read SEC document |
| August 19, 2025 Filed Aug 19, 2025 22:44 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 68,685 | $1.12 | $76,789.83 |
DisclosureSEC source: 0001666071-25-000131 · wk-form4_1755643435.xml · nonDerivative · entry 4 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 491,759 F2 · shares: Shares were sold solely to satisfy tax withholding obligations that resulted from the delivery of shares of common stock for RSUs that vested on August 18, 2025. The Reporting Person did not sell shares for any other purpose. F4 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $1.085 to $1.155, inclusive. Read SEC document |
| August 18, 2025 Filed Aug 19, 2025 22:44 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 68,260 | $1.13 | $76,792.50 |
DisclosureSEC source: 0001666071-25-000131 · wk-form4_1755643435.xml · nonDerivative · entry 3 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 560,444 F2 · shares: Shares were sold solely to satisfy tax withholding obligations that resulted from the delivery of shares of common stock for RSUs that vested on August 18, 2025. The Reporting Person did not sell shares for any other purpose. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $1.075 to $1.19, 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 footnotes (3) and (4) in this Form 4. Read SEC document |
| August 18, 2025 Filed Aug 19, 2025 22:44 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 125,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001666071-25-000131 · wk-form4_1755643435.xml · nonDerivative · entry 2 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 628,704 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 |
| August 18, 2025 Filed Aug 19, 2025 22:44 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 125,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001666071-25-000131 · wk-form4_1755643435.xml · nonDerivative · entry 1 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 503,704 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 |
| August 16, 2025 Filed Aug 19, 2025 22:44 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Units · Derivative | 125,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-25-000131 · wk-form4_1755643435.xml · derivative · entry 6 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250,000 Underlying: Common Stock · 125,000 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. F6 · derivative.exercise_date: The RSU award is for 500,000 shares that were granted on January 29, 2025. The RSUs will vest in four installments over a period of 24 months following August 16, 2024, the date the Reporting Person assumed the role of Chief Executive Officer, with 25% of the RSUs vesting on each of the six-, twelve-, eighteen- and twenty-four-month anniversaries, provided that the Reporting Person remains employed by the Issuer on such vesting date. F6 · derivative.expiration_date: The RSU award is for 500,000 shares that were granted on January 29, 2025. The RSUs will vest in four installments over a period of 24 months following August 16, 2024, the date the Reporting Person assumed the role of Chief Executive Officer, with 25% of the RSUs vesting on each of the six-, twelve-, eighteen- and twenty-four-month anniversaries, provided that the Reporting Person remains employed by the Issuer on such vesting date. Read SEC document |
| August 16, 2025 Filed Aug 19, 2025 22:44 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Units · Derivative | 125,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-25-000131 · wk-form4_1755643435.xml · derivative · entry 5 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250,000 Underlying: Common Stock · 125,000 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. F5 · derivative.exercise_date: The RSU award is for 500,000 shares that were granted on August 21, 2024. The RSUs will vest and have vested in four installments over a period of 24 months following August 16, 2024, the date the Reporting Person assumed the role of Chief Executive Officer, with 25% of the RSUs vesting on each of the six-, twelve-, eighteen- and twenty-four-month anniversaries, provided that the Reporting Person remains employed by the Issuer on such vesting date. F5 · derivative.expiration_date: The RSU award is for 500,000 shares that were granted on August 21, 2024. The RSUs will vest and have vested in four installments over a period of 24 months following August 16, 2024, the date the Reporting Person assumed the role of Chief Executive Officer, with 25% of the RSUs vesting on each of the six-, twelve-, eighteen- and twenty-four-month anniversaries, provided that the Reporting Person remains employed by the Issuer on such vesting date. Read SEC document |
| July 02, 2025 Filed Jul 2, 2025 22:37 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 6,725 | $1.78 | $11,987.99 |
DisclosureSEC source: 0001666071-25-000117 · wk-form4_1751495845.xml · nonDerivative · entry 2 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 378,704 F2 · shares: Shares were sold solely to satisfy tax withholding obligations that resulted from the delivery of shares of common stock for RSUs that vested on July 1, 2025. The Reporting Person did not sell shares for any other purpose. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $1.66 to $1.8451, 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). Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 22:37 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Units · Derivative | 14,349 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-25-000117 · wk-form4_1751495845.xml · derivative · entry 3 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,049 Underlying: Common Stock · 14,349 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. F4 · derivative.exercise_date: The RSU award was originally for 114,796 shares. The RSU award vested or will vest in eight equal installments on July 1, 2024, October 1, 2024, January 1, 2025, April 1, 2025, July 1, 2025, October 1, 2025, January 1, 2026 and April 1, 2026, provided that the Reporting Person remains employed by the Issuer on such vesting date. F4 · derivative.expiration_date: The RSU award was originally for 114,796 shares. The RSU award vested or will vest in eight equal installments on July 1, 2024, October 1, 2024, January 1, 2025, April 1, 2025, July 1, 2025, October 1, 2025, January 1, 2026 and April 1, 2026, provided that the Reporting Person remains employed by the Issuer on such vesting date. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 22:37 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 14,349 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001666071-25-000117 · wk-form4_1751495845.xml · nonDerivative · entry 1 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 385,429 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. Read SEC document |
| June 23, 2025 Filed Jun 25, 2025 20:10 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GrantPerformance Stock Unit · Derivative | 300,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-25-000107 · wk-form4_1750882235.xml · derivative · entry 2 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 300,000 Underlying: Common Stock · 300,000 shares Expires not disclosed F3 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's Common Stock. F4 · derivative.exercise_date: The PSU vests in specified percentages upon achievement of specified price per share targets, provided that the Reporting Person remains employed by the Issuer on such vesting dates. F4 · derivative.expiration_date: The PSU vests in specified percentages upon achievement of specified price per share targets, provided that the Reporting Person remains employed by the Issuer on such vesting dates. Read SEC document |
| June 23, 2025 Filed Jun 25, 2025 20:10 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GrantRestricted Stock Units · Derivative | 1,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-25-000107 · wk-form4_1750882235.xml · derivative · entry 1 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000,000 Underlying: Common Stock · 1,000,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F2 · derivative.exercise_date: 50% of the shares underlying the RSU award will vest on June 23, 2026, with the remaining 50% vesting in equal amounts quarterly over a one-year period through June 23, 2027, provided that the Reporting Person remains employed by the Issuer on such vesting dates. F2 · derivative.expiration_date: 50% of the shares underlying the RSU award will vest on June 23, 2026, with the remaining 50% vesting in equal amounts quarterly over a one-year period through June 23, 2027, provided that the Reporting Person remains employed by the Issuer on such vesting dates. Read SEC document |
| April 02, 2025 Filed Apr 3, 2025 20:12 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 7,342 | $1.81 | $13,259.65 |
DisclosureSEC source: 0001666071-25-000054 · wk-form4_1743711157.xml · nonDerivative · entry 2 Gupta Amit · CIK 0001961238 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 371,080 F2 · shares: Shares were sold solely to satisfy tax withholding obligations that resulted from the delivery of shares of common stock for RSUs that vested on April 1, 2025. The Reporting Person did not sell shares for any other purpose. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $1.78 to $1.865, 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). 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.