Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Nerdy Inc.NRDY · Entity 5208 | Chief Financial Officer | July 16, 2026 | July 21, 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.
Nerdy Inc.
Report date July 16, 2026 · Filed July 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 1,463,574 |
Reported balance
After 2026-07-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-16 · Sale · Disposed 36,426 · Balance 1,463,574 F1: Open market sale of shares to cover taxes due as a result of the vesting of 125,000 restricted stock units. All of the shares reported as disposed of in this Form 4 were automatically sold pursuant to the Issuer's sell-to-cover program to satisfy tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs. F2: Represents 88,574 shares of Class A Common Stock and 1,375,000 restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Open market sale of shares to cover taxes due as a result of the vesting of 125,000 restricted stock units. All of the shares reported as disposed of in this Form 4 were automatically sold pursuant to the Issuer's sell-to-cover program to satisfy tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs.
F2: Represents 88,574 shares of Class A Common Stock and 1,375,000 restricted stock units.
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 |
|---|---|---|---|---|---|---|
| July 16, 2026 Filed Jul 21, 2026 01:16 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 36,426 | $0.83 | $30,233.58 |
DisclosureSEC source: 0001628280-26-048918 · wk-form4_1784596580.xml · nonDerivative · entry 1 Bagga Atul Madan Mohan · CIK 0002129766 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,463,574 F1 · acquired: Open market sale of shares to cover taxes due as a result of the vesting of 125,000 restricted stock units. All of the shares reported as disposed of in this Form 4 were automatically sold pursuant to the Issuer's sell-to-cover program to satisfy tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs. F2 · balance_after: Represents 88,574 shares of Class A Common Stock and 1,375,000 restricted stock units. Read SEC document |
| April 15, 2026 Filed Apr 16, 2026 22:49 UTC | Nerdy Inc. NRDY · Entity 5208 | GrantClass A Common Stock | 1,500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-025576 · wk-form4_1776379795.xml · nonDerivative · entry 1 Bagga Atul Madan Mohan · CIK 0002129766 · Chief FInancial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,500,000 F1 · balance_after: Represents Restricted Stock Units ("RSUs") issued under the Nerdy Inc. 2021 Equity Incentive Plan, as amended. Each RSU represents the contingent right to receive one share of the Issuer's Class A Common Stock. The RSUs shall vest as follows: one-third at various points during the months ending April 15, 2027, one-third at various points during the twelve months ending April 15, 2028, and one-third at various points during the twelve months ending April 15, 2029. 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.