Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Nerdy Inc.NRDY · Entity 5208 | Chief Legal Officer | September 11, 2026 | September 15, 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 September 11, 2026 · Filed September 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 162,850 |
Reported balance
After 2026-09-11 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-11 · Sale · Disposed 1,741 · Balance 162,850 F1: Open market sale of shares to cover taxes due as a result of the vesting of 3,333 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 86,186 shares of Class A Common Stock and 76,664 restricted stock units. On August 19, 2026, the Issuer effected a 1-for-15 reverse stock split of its common stock. The number of shares reported reflects the reverse stock split. |
Filing footnotes · ownership attribution and instrument terms
F1: Open market sale of shares to cover taxes due as a result of the vesting of 3,333 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 86,186 shares of Class A Common Stock and 76,664 restricted stock units. On August 19, 2026, the Issuer effected a 1-for-15 reverse stock split of its common stock. The number of shares reported reflects the reverse stock split.
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 |
|---|---|---|---|---|---|---|
| September 11, 2026 Filed Sep 15, 2026 20:14 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 1,741 | $9.05 | $15,756.05 |
DisclosureSEC source: 0001628280-26-062052 · wk-form4_1789503290.xml · nonDerivative · entry 1 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 162,850 F1 · acquired: Open market sale of shares to cover taxes due as a result of the vesting of 3,333 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 86,186 shares of Class A Common Stock and 76,664 restricted stock units. On August 19, 2026, the Issuer effected a 1-for-15 reverse stock split of its common stock. The number of shares reported reflects the reverse stock split. Read SEC document |
| July 16, 2026 Filed Jul 21, 2026 01:08 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 22,707 | $0.83 | $18,846.81 |
DisclosureSEC source: 0001628280-26-048909 · wk-form4_1784596131.xml · nonDerivative · entry 1 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,468,924 F1 · acquired: Open market sale of shares to cover taxes due as a result of the vesting of 50,000 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 federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs. F2 · balance_after: Represents 1,268,924 shares of Class A Common Stock and 1,200,000 restricted stock units. Read SEC document |
| July 15, 2026 Filed Jul 17, 2026 20:28 UTC | Nerdy Inc. NRDY · Entity 5208 | GrantClass A Common Stock | 600,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001880166-26-000003 · wk-form4_1784320096.xml · nonDerivative · entry 1 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,491,631 F1 · shares: 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 July 15, 2027, one-third at various points during the twelve months ending July 15, 2028, and one-third at various points during the twelve months ending July 15, 2029. F2 · balance_after: Represents 1,241,631 shares of Class A Common Stock and 1,250,000 restricted stock units. Read SEC document |
| June 16, 2026 Filed Jun 18, 2026 20:36 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 20,153 | $0.88 | $17,734.64 |
DisclosureSEC source: 0001628280-26-044367 · wk-form4_1781814960.xml · nonDerivative · entry 1 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,891,631 F1 · price: Open market sale of shares to cover taxes due as a result of the vesting of 40,585 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 federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs. F2 · balance_after: Represents 1,241,631 shares of Class A Common Stock and 650,000 restricted stock units. Read SEC document |
| May 18, 2026 Filed May 20, 2026 20:18 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 22,796 | $0.80 | $18,236.80 |
DisclosureSEC source: 0001628280-26-036907 · wk-form4_1779308329.xml · nonDerivative · entry 1 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,911,784 F1 · acquired: Open market sale of shares to cover taxes due as a result of the vesting of 50,000 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 federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs. F2 · balance_after: Represents 1,221,199 shares of Class A Common Stock and 690,585 restricted stock units. Read SEC document |
| April 16, 2026 Filed Apr 20, 2026 22:31 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 69,796 | $0.93 | $64,910.28 |
DisclosureSEC source: 0001880166-26-000001 · wk-form4_1776724311.xml · nonDerivative · entry 1 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,934,580 F1 · acquired: Open market sale of shares to cover taxes due as a result of the vesting of 150,000 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 federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs. F2 · balance_after: Represents 1,193,995 shares of Class A Common Stock and 740,585 restricted stock units. Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 20:46 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 18,366 | $0.90 | $16,529.40 |
DisclosureSEC source: 0001628280-26-019457 · wk-form4_1773866814.xml · nonDerivative · entry 1 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,004,376 F1 · acquired: Open market sale of shares to cover taxes due as a result of the vesting of 40,584 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 federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs. F2 · balance_after: Represents 1,113,791 shares of Class A Common Stock and 890,585 restricted stock units. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 01:23 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 32,641 | $0.97 | $31,661.77 |
DisclosureSEC source: 0001628280-26-009419 · wk-form4_1771464206.xml · nonDerivative · entry 2 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,022,742 F2 · shares: Open market sale of shares to cover taxes due as a result of the vesting of 63,353 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 federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs. F3 · balance_after: Represents 1,091,573 shares of Class A Common Stock and 931,169 restricted stock units. Read SEC document |
| February 15, 2026 Filed Feb 19, 2026 01:23 UTC | Nerdy Inc. NRDY · Entity 5208 | GrantClass A Common Stock | 600,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009419 · wk-form4_1771464206.xml · nonDerivative · entry 1 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,055,383 F1 · shares: 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 July 15, 2026, one-third at various points during the twelve months ending July 15, 2027, and one-third at various points during the twelve months ending July 15, 2028. Read SEC document |
| December 22, 2025 Filed Dec 29, 2025 21:23 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 35,000 | $1.33 | $46,550.00 |
DisclosureSEC source: 0001628280-25-058999 · wk-form4_1767043407.xml · nonDerivative · entry 1 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,455,383 F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $1.21 to $1.37, 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 purchased at each separate price at which the transactions were effected. F1 · acquired: The shares were not sold as a result of any disagreement with the Company, and Mr. Swenson remains an officer of the Company. F3 · balance_after: Represents 1,060,861 shares of Class A Common Stock and 394,522 restricted stock units. Read SEC document |
| December 16, 2025 Filed Dec 18, 2025 21:22 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 19,204 | $1.20 | $23,044.80 |
DisclosureSEC source: 0001628280-25-057954 · wk-form4_1766092923.xml · nonDerivative · entry 1 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,490,383 F1 · price: Open market sale of shares to cover taxes due as a result of the vesting of 40,585 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 federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs. F2 · balance_after: Represents 1,095,861 shares of Class A Common Stock and 394,522 restricted stock units. Read SEC document |
| November 17, 2025 Filed Nov 19, 2025 01:11 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 28,810 | $0.84 | $24,200.40 |
DisclosureSEC source: 0001628280-25-053026 · wk-form4_1763514716.xml · nonDerivative · entry 1 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,509,587 F1 · price: Open market sale of shares to cover taxes due as a result of the vesting of 63,353 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 federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs. F2 · balance_after: Represents 1,074,480 shares of Class A Common Stock and 435,107 restricted stock units. Read SEC document |
| September 16, 2025 Filed Sep 18, 2025 21:44 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 18,428 | $1.27 | $23,403.56 |
DisclosureSEC source: 0001880166-25-000003 · wk-form4_1758231853.xml · nonDerivative · entry 1 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,538,397 F1 · shares: Open market sale of shares to cover taxes due as a result of the vesting of 40,584 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 federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs. F2 · balance_after: Represents 1,039,937 shares of Class A Common Stock and 498,460 restricted stock units. Read SEC document |
| August 18, 2025 Filed Aug 20, 2025 21:43 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 37,845 | $1.27 | $48,063.15 |
DisclosureSEC source: 0001628280-25-040929 · wk-form4_1755726208.xml · nonDerivative · entry 1 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,556,825 F1 · shares: Open market sale of shares to cover taxes due as a result of the vesting of 83,978 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 federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs. F2 · balance_after: Represents 1,017,781 shares of Class A Common Stock and 539,044 restricted stock units. Read SEC document |
| June 16, 2025 Filed Jun 18, 2025 20:43 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 17,718 | $1.61 | $28,525.98 |
DisclosureSEC source: 0001628280-25-032150 · wk-form4_1750279378.xml · nonDerivative · entry 1 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,594,670 F1 · shares: Open market sale of shares to cover taxes due as a result of the vesting of 40,585 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 federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs. F2 · balance_after: Represents 971,648 shares of Class A Common Stock and 623,022 restricted stock units. Read SEC document |
| May 16, 2025 Filed May 20, 2025 21:42 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 53,514 | $1.67 | $89,368.38 |
DisclosureSEC source: 0001628280-25-026917 · wk-form4_1747777365.xml · nonDerivative · entry 1 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,612,388 F1 · shares: Open market sale of shares to cover taxes due as a result of the vesting of 114,931 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 federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs. F2 · balance_after: Represents 948,781 shares of Class A Common Stock and 663,607 restricted stock units. Read SEC document |
| March 17, 2025 Filed Mar 19, 2025 22:46 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 19,126 | $1.54 | $29,454.04 |
DisclosureSEC source: 0001628280-25-013910 · wk-form4_1742424414.xml · nonDerivative · entry 1 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,665,902 F1 · shares: Open market sale of shares to cover taxes due as a result of the vesting of 40,584 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 federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs. F2 · balance_after: Represents 887,364 shares of Class A Common Stock and 778,538 restricted stock units. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 23:07 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 58,220 | $1.80 | $104,796.00 |
DisclosureSEC source: 0001628280-25-006915 · wk-form4_1740092849.xml · nonDerivative · entry 1 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,685,028 F1 · shares: Open market sale of shares to cover taxes due as a result of the vesting of 114,930 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 federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs. F2 · balance_after: Represents 865,906 shares of Class A Common Stock and 819,122 restricted stock units. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 22:22 UTC | Nerdy Inc. NRDY · Entity 5208 | GrantPerformance Rights · Derivative | 306,748 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-006459 · wk-form4_1740003756.xml · derivative · entry 1 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 306,748 Underlying: Class A Common Stock · 306,748 shares Expires 2028-02-15 F1 · derivative.exercise_price: Each performance right represents a contingent right to receive 1 share of Class A common stock. The rights are subject to time-based vesting (Time Vesting) and performance- based vesting (Performance Vesting) both of which must be satisfied before the associated rights will vest. The Time Vesting shall be satisfied over a three year period (Performance Period). In the event the Performance Vesting Milestones (Milestones) are not achieved on or prior to the last day of the Performance Period, the respective components of the rights will be forfeited. 50% of the rights shall satisfy the Performance Vesting upon the occurrence of Milestone 1, an average closing stock price of $3.24; and 50% of the rights shall satisfy the Performance Vesting upon the occurrence of Milestone 2, an average closing stock price of $4.86. Each milestone is calculated over any 20 day trading period during the Performance Period. F1 · derivative.exercise_date: Each performance right represents a contingent right to receive 1 share of Class A common stock. The rights are subject to time-based vesting (Time Vesting) and performance- based vesting (Performance Vesting) both of which must be satisfied before the associated rights will vest. The Time Vesting shall be satisfied over a three year period (Performance Period). In the event the Performance Vesting Milestones (Milestones) are not achieved on or prior to the last day of the Performance Period, the respective components of the rights will be forfeited. 50% of the rights shall satisfy the Performance Vesting upon the occurrence of Milestone 1, an average closing stock price of $3.24; and 50% of the rights shall satisfy the Performance Vesting upon the occurrence of Milestone 2, an average closing stock price of $4.86. Each milestone is calculated over any 20 day trading period during the Performance Period. Read SEC document |
| December 13, 2024 Filed Dec 16, 2024 22:55 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 25,000 | $1.49 | $37,250.00 |
DisclosureSEC source: 0001628280-24-051561 · wk-form4_1734389718.xml · nonDerivative · entry 1 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,743,248 F2 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $1.46 to $1.52, 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 purchased at each separate price at which the transactions were effected. F1 · acquired: The shares were not sold as a result of any disagreement with the Company, and Mr. Swenson remains an officer of the Company. F3 · balance_after: Represents 809,196 shares of Class A Common Stock and 934,052 Restricted Stock Units Read SEC document |
| November 20, 2024 Filed Nov 22, 2024 22:38 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 35,000 | $1.24 | $43,400.00 |
DisclosureSEC source: 0001628280-24-049043 · wk-form4_1732315113.xml · nonDerivative · entry 1 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,768,248 F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $1.24 to $1.26, 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 purchased at each separate price at which the transactions were effected. F1 · acquired: The shares were not sold as a result of any disagreement with the Company, and Mr. Swenson remains an officer of the Company. F3 · balance_after: Represents 793,612 shares of Class A Common Stock and 974,636 Restricted Stock Units. Read SEC document |
| May 15, 2024 Filed May 17, 2024 22:40 UTC | Nerdy Inc. NRDY · Entity 5208 | GrantClass A Common Stock | 600,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-024188 · wk-form4_1715985595.xml · nonDerivative · entry 1 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,803,248 F1 · shares: 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 twelve months ending May 15, 2025, one-third at various points during the twelve months ending May 15, 2026 and one-third at various points during the twelve months ending May 15, 2027. F2 · balance_after: Represents 517,582 shares of Class A Common Stock and 1,285,666 Restricted Stock Units. Read SEC document |
| April 22, 2024 Filed Apr 24, 2024 21:20 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 30,000 | $2.53 | $75,900.00 |
DisclosureSEC source: 0001628280-24-017717 · wk-form4_1713993612.xml · nonDerivative · entry 1 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,203,248 F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $2.48 to $2.57, 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 purchased at each separate price at which the transactions were effected. F1 · acquired: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan entered into for tax planning purposes. The shares were not sold as a result of any disagreement with the Company, and Mr. Swenson remains an officer of the Company. F3 · balance_after: Represents 452,650 shares of Class A Common Stock and 750,598 Restricted Stock Units. Read SEC document |
| March 18, 2024 Filed Mar 20, 2024 21:04 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 25,000 | $2.96 | $74,000.00 |
DisclosureSEC source: 0001628280-24-012252 · wk-form4_1710968621.xml · nonDerivative · entry 1 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,233,248 F2 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $2.92 to $3.07, 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 purchased at each separate price at which the transactions were effected. F1 · acquired: The shares were not sold as a result of any disagreement with the Company, and Mr. Swenson remains an officer of the Company. Read SEC document |
| January 22, 2024 Filed Jan 24, 2024 22:54 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 30,000 | $3.15 | $94,500.00 |
DisclosureSEC source: 0001628280-24-002116 · wk-form4_1706136834.xml · nonDerivative · entry 1 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,258,248 F2 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $3.11 to $3.21, 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 purchased at each separate price at which the transactions were effected. F1 · acquired: The shares were not sold as a result of any disagreement with the Company, and Mr. Swenson remains an officer of the Company. Read SEC document |
| September 28, 2023 Filed Sep 29, 2023 22:15 UTC | Nerdy Inc. NRDY · Entity 5208 | GrantClass B Common Stock · Derivative | 4,325 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-23-033333 · wk-form4_1696025722.xml · derivative · entry 6 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,033,399 Underlying: Class A Common Stock · 4,325 shares Expires not disclosed F3 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder and in accordance with the terms of the Second Amended and Restated Operating Agreement of Nerdy LLC. F1 · price: On September 28, 2023, pursuant to the Issuer's previously announced exchange offer, the reporting person exchanged an aggregate of 4,291 warrants to purchase Class A Common Stock for 1,072 shares of Class A Common Stock, and an aggregate of 17,303 warrants to purchase Class B Common Stock for 4,325 shares of Class B Common Stock. F1 · derivative.exercise_date: On September 28, 2023, pursuant to the Issuer's previously announced exchange offer, the reporting person exchanged an aggregate of 4,291 warrants to purchase Class A Common Stock for 1,072 shares of Class A Common Stock, and an aggregate of 17,303 warrants to purchase Class B Common Stock for 4,325 shares of Class B Common Stock. F1 · derivative.expiration_date: On September 28, 2023, pursuant to the Issuer's previously announced exchange offer, the reporting person exchanged an aggregate of 4,291 warrants to purchase Class A Common Stock for 1,072 shares of Class A Common Stock, and an aggregate of 17,303 warrants to purchase Class B Common Stock for 4,325 shares of Class B Common Stock. Read SEC document |
| September 28, 2023 Filed Sep 29, 2023 22:15 UTC | Nerdy Inc. NRDY · Entity 5208 | GrantClass B Common Stock · Derivative | 11,325 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-23-033333 · wk-form4_1696025722.xml · derivative · entry 5 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,029,074 Underlying: Class A Common Stock · 11,325 shares Expires not disclosed F3 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder and in accordance with the terms of the Second Amended and Restated Operating Agreement of Nerdy LLC. F2 · price: On September 28, 2023, pursuant to the concurrent earnout transaction, the reporting person forfeited 16,989 shares of Class A Common Stock that were subject to forfeiture (the Earnout Shares), and removed the forfeiture restrictions on 11,325 Earnout Shares. F2 · derivative.exercise_date: On September 28, 2023, pursuant to the concurrent earnout transaction, the reporting person forfeited 16,989 shares of Class A Common Stock that were subject to forfeiture (the Earnout Shares), and removed the forfeiture restrictions on 11,325 Earnout Shares. F2 · derivative.expiration_date: On September 28, 2023, pursuant to the concurrent earnout transaction, the reporting person forfeited 16,989 shares of Class A Common Stock that were subject to forfeiture (the Earnout Shares), and removed the forfeiture restrictions on 11,325 Earnout Shares. Read SEC document |
| September 28, 2023 Filed Sep 29, 2023 22:15 UTC | Nerdy Inc. NRDY · Entity 5208 | Disposition to issuerWarrants to purchase · Derivative | 4,291 | Not disclosed Strike: $11.50 | Not disclosed |
DisclosureSEC source: 0001628280-23-033333 · wk-form4_1696025722.xml · derivative · entry 4 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 4,291 shares Expires 2026-09-20 F1 · price: On September 28, 2023, pursuant to the Issuer's previously announced exchange offer, the reporting person exchanged an aggregate of 4,291 warrants to purchase Class A Common Stock for 1,072 shares of Class A Common Stock, and an aggregate of 17,303 warrants to purchase Class B Common Stock for 4,325 shares of Class B Common Stock. Read SEC document |
| September 28, 2023 Filed Sep 29, 2023 22:15 UTC | Nerdy Inc. NRDY · Entity 5208 | Disposition to issuerWarrants to purchase · Derivative | 17,303 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-23-033333 · wk-form4_1696025722.xml · derivative · entry 3 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 17,303 shares Expires not disclosed F1 · derivative.exercise_price: On September 28, 2023, pursuant to the Issuer's previously announced exchange offer, the reporting person exchanged an aggregate of 4,291 warrants to purchase Class A Common Stock for 1,072 shares of Class A Common Stock, and an aggregate of 17,303 warrants to purchase Class B Common Stock for 4,325 shares of Class B Common Stock. F1 · price: On September 28, 2023, pursuant to the Issuer's previously announced exchange offer, the reporting person exchanged an aggregate of 4,291 warrants to purchase Class A Common Stock for 1,072 shares of Class A Common Stock, and an aggregate of 17,303 warrants to purchase Class B Common Stock for 4,325 shares of Class B Common Stock. F1 · derivative.exercise_date: On September 28, 2023, pursuant to the Issuer's previously announced exchange offer, the reporting person exchanged an aggregate of 4,291 warrants to purchase Class A Common Stock for 1,072 shares of Class A Common Stock, and an aggregate of 17,303 warrants to purchase Class B Common Stock for 4,325 shares of Class B Common Stock. F1 · derivative.expiration_date: On September 28, 2023, pursuant to the Issuer's previously announced exchange offer, the reporting person exchanged an aggregate of 4,291 warrants to purchase Class A Common Stock for 1,072 shares of Class A Common Stock, and an aggregate of 17,303 warrants to purchase Class B Common Stock for 4,325 shares of Class B Common Stock. Read SEC document |
| September 28, 2023 Filed Sep 29, 2023 22:15 UTC | Nerdy Inc. NRDY · Entity 5208 | Disposition to issuerEarnout Shares · Derivative | 28,314 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-23-033333 · wk-form4_1696025722.xml · derivative · entry 2 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 28,314 shares Expires not disclosed F2 · derivative.exercise_price: On September 28, 2023, pursuant to the concurrent earnout transaction, the reporting person forfeited 16,989 shares of Class A Common Stock that were subject to forfeiture (the Earnout Shares), and removed the forfeiture restrictions on 11,325 Earnout Shares. F2 · price: On September 28, 2023, pursuant to the concurrent earnout transaction, the reporting person forfeited 16,989 shares of Class A Common Stock that were subject to forfeiture (the Earnout Shares), and removed the forfeiture restrictions on 11,325 Earnout Shares. F2 · derivative.exercise_date: On September 28, 2023, pursuant to the concurrent earnout transaction, the reporting person forfeited 16,989 shares of Class A Common Stock that were subject to forfeiture (the Earnout Shares), and removed the forfeiture restrictions on 11,325 Earnout Shares. F2 · derivative.expiration_date: On September 28, 2023, pursuant to the concurrent earnout transaction, the reporting person forfeited 16,989 shares of Class A Common Stock that were subject to forfeiture (the Earnout Shares), and removed the forfeiture restrictions on 11,325 Earnout Shares. Read SEC document |
| September 28, 2023 Filed Sep 29, 2023 22:15 UTC | Nerdy Inc. NRDY · Entity 5208 | GrantClass A Common Stock | 1,072 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-23-033333 · wk-form4_1696025722.xml · nonDerivative · entry 1 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,288,248 F1 · price: On September 28, 2023, pursuant to the Issuer's previously announced exchange offer, the reporting person exchanged an aggregate of 4,291 warrants to purchase Class A Common Stock for 1,072 shares of Class A Common Stock, and an aggregate of 17,303 warrants to purchase Class B Common Stock for 4,325 shares of Class B Common Stock. Read SEC document |
| September 25, 2023 Filed Sep 27, 2023 21:24 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 30,000 | $3.24 | $97,200.00 |
DisclosureSEC source: 0001628280-23-033133 · wk-form4_1695849847.xml · nonDerivative · entry 1 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,287,176 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $3.18 to $3.32, 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 purchased at each separate price at which the transactions were effected. Read SEC document |
| September 25, 2023 Filed Sep 28, 2023 22:15 UTC Amendment | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 30,000 | $3.24 | $97,200.00 |
DisclosureSEC source: 0001628280-23-033217 · wk-form4a_1695939298.xml · nonDerivative · entry 1 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,287,176 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $3.18 to $3.32, 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 purchased at each separate price at which the transactions were effected. Read SEC document |
| August 04, 2023 Filed Aug 4, 2023 22:26 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 3,000 | $5.25 | $15,750.00 |
DisclosureSEC source: 0001628280-23-027599 · wk-form4_1691187984.xml · nonDerivative · entry 1 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,317,176 F1 · acquired: Shares were not sold as a result of any disagreement with the Company, and Mr. Swenson remains an officer of the Company. Read SEC document |
| June 26, 2023 Filed Jun 27, 2023 13:20 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 35,000 | $3.90 | $136,500.00 |
DisclosureSEC source: 0001628280-23-023530 · wk-form4_1687872008.xml · nonDerivative · entry 1 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,320,176 F2 · price: The price reported in Column 4 is a weighted-average price. The shares were sold in multiple transactions at prices ranging from $3.81 to $4.01, 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 purchased at each separate price at which the transactions were effected. F1 · acquired: Shares were not sold as a result of any disagreement with the Company, and Mr. Swenson remains an officer of the Company. Read SEC document |
| June 15, 2023 Filed Jun 20, 2023 20:01 UTC | Nerdy Inc. NRDY · Entity 5208 | GrantClass A Common Stock | 487,013 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-022679 · wk-form4_1687291284.xml · nonDerivative · entry 1 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,355,176 F1 · shares: 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 twelve months ending June 15, 2024, one-third at various points during the twelve months ending June 15, 2025, and one-third at various points during the twelve months ending June 15, 2026. Read SEC document |
| March 09, 2023 Filed Mar 10, 2023 21:09 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 15,000 | $3.36 | $50,400.00 |
DisclosureSEC source: 0001628280-23-007522 · wf-form4_167848253732176.xml · nonDerivative · entry 1 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 868,163 F1 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 14, 2022. F3 · price: The price reported in Column 4 is a weighted-average price. The shares were sold in multiple transactions at prices ranging from $3.24 to $3.52, 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 purchased at each separate price at which the transactions were effected. F2 · acquired: Shares were not sold as a result of any disagreement with the Company, and Mr. Swenson remains an officer of the Company. Read SEC document |
| June 09, 2022 Filed Jun 13, 2022 23:01 UTC | Nerdy Inc. NRDY · Entity 5208 | GrantClass A Common Stock | 371,429 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-016984 · wf-form4_165516128414426.xml · nonDerivative · entry 1 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 883,163 F1 · shares: 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 period between June 9, 2022 and May 15, 2023, one-third at various points during the twelve months ending May 15, 2024, and one-third at various points during the twelve months ending May 15, 2025. Read SEC document |
| May 19, 2022 Filed May 23, 2022 21:04 UTC | Nerdy Inc. NRDY · Entity 5208 | PurchaseClass A Common Stock | 12,500 | $1.70 | $21,250.00 |
DisclosureSEC source: 0001628280-22-015223 · wf-form4_165333980326115.xml · nonDerivative · entry 1 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 511,734 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $1.650 to $1.735, 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 purchased at each separate price at which the transactions were effected. Read SEC document |
| December 08, 2021 Filed Dec 9, 2021 18:56 UTC | Nerdy Inc. NRDY · Entity 5208 | PurchaseWarrants to purchase · Derivative | 4,291 | $1.10 Strike: $11.50 | $4,720.10 |
DisclosureSEC source: 0000899243-21-047490 · doc4.xml · derivative · entry 2 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,291 Underlying: Class A Common Stock · 4,291 shares Expires 2026-09-20 F1 · shares: The price reported in Column 8 of Table II is a weighted average price. The warrants were purchased in multiple transactions at prices ranging of $1.077 and $1.139. 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 purchased at each separate price at which the transactions were affected. F1 · price: The price reported in Column 8 of Table II is a weighted average price. The warrants were purchased in multiple transactions at prices ranging of $1.077 and $1.139. 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 purchased at each separate price at which the transactions were affected. Read SEC document |
| December 08, 2021 Filed Dec 9, 2021 18:56 UTC | Nerdy Inc. NRDY · Entity 5208 | PurchaseClass A Common Stock | 5,000 | $5.97 | $29,850.00 |
DisclosureSEC source: 0000899243-21-047490 · doc4.xml · nonDerivative · entry 1 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 499,234 Read SEC document |
| December 01, 2021 Filed Dec 2, 2021 19:57 UTC | Nerdy Inc. NRDY · Entity 5208 | GrantClass A Common Stock | 194,234 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-046552 · doc4.xml · nonDerivative · entry 2 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 494,234 F2 · kind: Represents 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: 20% at various points during the period between December 1, 2021 and December 1, 2022, 25% at various points during the twelve months ending December 1, 2023, 27.5% at various points during the twelve months ending December 1, 2024, and 27.5% at various points during the twelve months ending December 1, 2025. Read SEC document |
| December 01, 2021 Filed Dec 2, 2021 19:57 UTC | Nerdy Inc. NRDY · Entity 5208 | GrantClass A Common Stock | 300,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-046552 · doc4.xml · nonDerivative · entry 1 Swenson Christopher C. · CIK 0001880166 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,000 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: 20% at various points during the period between December 1, 2021 and August 15, 2022, 25% at various points during the twelve months ending August 15, 2023, 27.5% at various points during the twelve months ending August 15, 2024, and 27.5% at various points during the twelve months ending August 15, 2025. 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.