Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cardlytics, Inc.CDLX · Entity 7603 | Director | May 23, 2023 | May 25, 2023 |
| DUNKIN' BRANDS GROUP, INC.DNKN · Entity 144558 | CMO, DD US | March 04, 2019 | March 06, 2019 |
| Ibotta, Inc.IBTA · Entity 2177 | Director | September 22, 2026 | October 05, 2026 |
| Klaviyo, Inc.KVYO · Entity 3775 | Director | June 09, 2026 | June 12, 2026 |
| MNTN, Inc.MNTN · Entity 4997 | Director | June 11, 2026 | June 17, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Cardlytics, Inc.
Report date May 23, 2023 · Filed May 25, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,542 |
Reported balance
After 2023-05-24 transaction · row 1
1 source rowRow 1 · 2023-05-24 · Exercise / conversion · Acquired 6,465 · Balance 16,542 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 28,547 |
Reported balance
After 2023-05-23 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-05-23 · Grant · Acquired 28,547 · Balance 28,547 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. F2: The RSUs shall vest in full on the one-year anniversary of the date of grant, provided that the Reporting Person remains a director of the Issuer on such vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-05-24 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-05-24 · Exercise / conversion · Disposed 6,465 · Balance 0 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. F3: The RSUs vested in full on the one-year anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent.
F2: The RSUs shall vest in full on the one-year anniversary of the date of grant, provided that the Reporting Person remains a director of the Issuer on such vesting date.
F3: The RSUs vested in full on the one-year anniversary of the date of grant.
DUNKIN' BRANDS GROUP, INC.
Report date March 04, 2019 · Filed March 06, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Option to Purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $72.38 · Expires 2026-03-04 | Direct | 38,717 |
Reported balance
After 2019-03-04 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-03-04 · Grant · Acquired 38,717 · Balance 38,717 F1: The option vests in four equal annual installments. |
Filing footnotes · ownership attribution and instrument terms
F1: The option vests in four equal annual installments.
Ibotta, Inc.
Report date September 22, 2026 · Filed October 05, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 9,843 |
Reported balance
After 2026-09-22 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2026-09-22 · Grant · Acquired 9,843 · Balance 9,843 F1: Represents the grant of Restricted Stock Units ("RSUs") in connection with Mr. Weisman's appointment to the Issuer's Board of Directors on September 22, 2026 (the "Grant Date"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. The grant will vest as to 1/3rd of the RSUs on each anniversary of the Grant Date, subject to Mr. Weisman continuing to be a Service Provider (as such term is defined in the Issuer's 2024 Equity Incentive Plan) through each vesting date. F2: This RSU award was issued to the Reporting Person pursuant to Issuer's Outside Director Compensation Policy as an initial award. F3: Due to an administrative error, the original Form 4 filed on September 24, 2026, overstated the number of RSUs granted on the Grant Date by 496 shares, and as a result reported an incorrect amount and amount of securities beneficially owned following the reported transactions. F4: These securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the grant of Restricted Stock Units ("RSUs") in connection with Mr. Weisman's appointment to the Issuer's Board of Directors on September 22, 2026 (the "Grant Date"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. The grant will vest as to 1/3rd of the RSUs on each anniversary of the Grant Date, subject to Mr. Weisman continuing to be a Service Provider (as such term is defined in the Issuer's 2024 Equity Incentive Plan) through each vesting date.
F2: This RSU award was issued to the Reporting Person pursuant to Issuer's Outside Director Compensation Policy as an initial award.
F3: Due to an administrative error, the original Form 4 filed on September 24, 2026, overstated the number of RSUs granted on the Grant Date by 496 shares, and as a result reported an incorrect amount and amount of securities beneficially owned following the reported transactions.
F4: These securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.
Klaviyo, Inc.
Report date June 09, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Series A Common StockSEC Table I · non-derivative | Direct | 104,174 |
Reported balance
After 2026-06-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-09 · Grant · Acquired 14,822 · Balance 104,174 F1: Represents restricted stock units ("RSUs") awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), upon vesting and settlement. The RSUs vest in full upon the earlier of (i) June 9, 2027 or (ii) the date of the Issuer's next annual meeting of stockholders, in each case subject to the Reporting Person's continued service as a member of the Issuer's board of directors through such vesting date. F2: Consists of (i) 89,352 shares of Series A Common Stock and (ii) 14,822 unvested RSUs awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. |
| Series A Common StockSEC Table I · non-derivative | IndirectBy trust | 20,833 |
Reported balance
Holding disclosure · report date 2026-06-09 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 20,833 F3: Shares held by Tony G. Weisman TTEE Tony G. Weisman Declaration of Trust Dated 06-27-2000, of which the Reporting Person serves as trustee. The Reporting Person disclaims Section 16 beneficial ownership of the such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), upon vesting and settlement. The RSUs vest in full upon the earlier of (i) June 9, 2027 or (ii) the date of the Issuer's next annual meeting of stockholders, in each case subject to the Reporting Person's continued service as a member of the Issuer's board of directors through such vesting date.
F2: Consists of (i) 89,352 shares of Series A Common Stock and (ii) 14,822 unvested RSUs awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement.
F3: Shares held by Tony G. Weisman TTEE Tony G. Weisman Declaration of Trust Dated 06-27-2000, of which the Reporting Person serves as trustee. The Reporting Person disclaims Section 16 beneficial ownership of the such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose.
MNTN, Inc.
Report date June 11, 2026 · Filed June 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 46,893 |
Reported balance
After 2026-06-11 transaction · row 1
1 source rowRow 1 · 2026-06-11 · Grant · Acquired 46,893 · Balance 46,893 F1: Consists of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of MNTN, Inc. Class A common stock. The RSU award vests as to one-twelfth (1/12th) of the RSUs on each of the first twelve quarterly anniversaries of June 11, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of MNTN, Inc. Class A common stock. The RSU award vests as to one-twelfth (1/12th) of the RSUs on each of the first twelve quarterly anniversaries of June 11, 2026.
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 22, 2026 Filed Oct 5, 2026 20:41 UTC Amendment | Ibotta, Inc. IBTA · Entity 2177 | GrantClass A Common Stock | 9,843 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-064980 · wk-form4a_1791232877.xml · nonDerivative · entry 1 Weisman Tony · CIK 0001716921 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,843 F1 · shares: Represents the grant of Restricted Stock Units ("RSUs") in connection with Mr. Weisman's appointment to the Issuer's Board of Directors on September 22, 2026 (the "Grant Date"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. The grant will vest as to 1/3rd of the RSUs on each anniversary of the Grant Date, subject to Mr. Weisman continuing to be a Service Provider (as such term is defined in the Issuer's 2024 Equity Incentive Plan) through each vesting date. F2 · shares: This RSU award was issued to the Reporting Person pursuant to Issuer's Outside Director Compensation Policy as an initial award. F3 · shares: Due to an administrative error, the original Form 4 filed on September 24, 2026, overstated the number of RSUs granted on the Grant Date by 496 shares, and as a result reported an incorrect amount and amount of securities beneficially owned following the reported transactions. F4 · balance_after: These securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| September 22, 2026 Filed Sep 24, 2026 20:38 UTC | Ibotta, Inc. IBTA · Entity 2177 | GrantClass A Common Stock | 10,339 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-063416 · wk-form4_1790282305.xml · nonDerivative · entry 1 Weisman Tony · CIK 0001716921 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,339 F1 · shares: Represents the grant of Restricted Stock Units ("RSUs") in connection with Mr. Weisman's appointment to the Issuer's Board of Directors on September 22, 2026 (the "Grant Date"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. The grant will vest as to 1/3rd of the RSUs on each anniversary of the Grant Date, subject to Mr. Weisman continuing to be a Service Provider (as such term is defined in the Issuer's 2024 Equity Incentive Plan) through each vesting date. F2 · shares: This RSU award was issued to the Reporting Person pursuant to Issuer's Outside Director Compensation Policy as an initial award. F3 · balance_after: These securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| June 11, 2026 Filed Jun 17, 2026 21:53 UTC | MNTN, Inc. MNTN · Entity 4997 | GrantClass A Common Stock | 46,893 | $0.00 | $0.00 |
DisclosureSEC source: 0001891027-26-000064 · wk-form4_1781733188.xml · nonDerivative · entry 1 Weisman Tony · CIK 0001716921 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,893 F1 · shares: Consists of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of MNTN, Inc. Class A common stock. The RSU award vests as to one-twelfth (1/12th) of the RSUs on each of the first twelve quarterly anniversaries of June 11, 2026. Read SEC document |
| June 09, 2026 Filed Jun 12, 2026 00:04 UTC | Klaviyo, Inc. KVYO · Entity 3775 | GrantSeries A Common Stock | 14,822 | $0.00 | $0.00 |
DisclosureSEC source: 0001470831-26-000539 · wk-form4_1781222642.xml · nonDerivative · entry 1 Weisman Tony · CIK 0001716921 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,174 F1 · shares: Represents restricted stock units ("RSUs") awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), upon vesting and settlement. The RSUs vest in full upon the earlier of (i) June 9, 2027 or (ii) the date of the Issuer's next annual meeting of stockholders, in each case subject to the Reporting Person's continued service as a member of the Issuer's board of directors through such vesting date. F2 · balance_after: Consists of (i) 89,352 shares of Series A Common Stock and (ii) 14,822 unvested RSUs awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Read SEC document |
| June 10, 2025 Filed Jun 11, 2025 20:22 UTC | Klaviyo, Inc. KVYO · Entity 3775 | GrantSeries A Common Stock | 5,820 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-25-000067 · wk-form4_1749673357.xml · nonDerivative · entry 1 Weisman Tony · CIK 0001716921 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,352 F1 · shares: Represents restricted stock units ("RSUs") awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), upon vesting and settlement. The RSUs vest in full upon the earlier of (i) June 10, 2026 or (ii) the date of the Issuer's next annual meeting of stockholders, in each case subject to the Reporting Person's continued service as a member of the Issuer's board of directors through such vesting date. F2 · balance_after: Consists of (i) 83,532 shares of Series A Common Stock and (ii) 5,820 unvested RSUs awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Read SEC document |
| December 12, 2024 Filed Dec 14, 2024 01:47 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 20,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-24-000119 · wk-form4_1734140862.xml · derivative · entry 4 Weisman Tony · CIK 0001716921 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 0 Underlying: Series A Common Stock · 20,833 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 share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F1 · derivative.exercise_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F1 · derivative.expiration_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F3 · ownership.nature: Shares held by Tony G. Weisman TTEE Tony G. Weisman Declaration of Trust Dated 06-27-2000, of which the Reporting Person serves as trustee. The Reporting Person disclaims Section 16 beneficial ownership of the such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose. Read SEC document |
| December 12, 2024 Filed Dec 14, 2024 01:47 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-24-000119 · wk-form4_1734140862.xml · derivative · entry 3 Weisman Tony · CIK 0001716921 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Series A Common Stock · 75,000 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 share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F1 · derivative.exercise_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F1 · derivative.expiration_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. Read SEC document |
| December 12, 2024 Filed Dec 14, 2024 01:47 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 20,833 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001835830-24-000119 · wk-form4_1734140862.xml · nonDerivative · entry 2 Weisman Tony · CIK 0001716921 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 20,833 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 share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F3 · ownership.nature: Shares held by Tony G. Weisman TTEE Tony G. Weisman Declaration of Trust Dated 06-27-2000, of which the Reporting Person serves as trustee. The Reporting Person disclaims Section 16 beneficial ownership of the such shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed to be an admission that he has beneficial ownership of such shares for Section 16 or any other purpose. Read SEC document |
| December 12, 2024 Filed Dec 14, 2024 01:47 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 75,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001835830-24-000119 · wk-form4_1734140862.xml · nonDerivative · entry 1 Weisman Tony · CIK 0001716921 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,532 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 share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into shares of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F2 · balance_after: Consists of (i) 75,000 shares of Series A Common Stock and (ii) 8,532 unvested restricted stock units awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Read SEC document |
| June 11, 2024 Filed Jun 13, 2024 23:10 UTC | Klaviyo, Inc. KVYO · Entity 3775 | GrantSeries A Common Stock | 8,532 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-24-000068 · wk-form4_1718320224.xml · nonDerivative · entry 1 Weisman Tony · CIK 0001716921 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,532 F1 · shares: Represents restricted stock units ("RSUs") awarded under the Issuer's 2023 Stock Incentive Plan, each representing the contingent right to receive one share of the Issuer's Series A Common Stock, par value $0.001 per share, upon vesting and settlement. The RSUs vest in full upon the earlier of (i) June 11, 2025 or (ii) the date of the Issuer's next annual meeting of stockholders, in each case subject to the Reporting Person's continued service as a member of the Issuer's board of directors through such vesting date. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 23:13 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 33,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-24-000026 · wk-form4_1709594016.xml · derivative · entry 3 Weisman Tony · CIK 0001716921 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,000 Underlying: Series A Common Stock · 33,333 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 share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock of the Issuer, and will automatically convert into Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F1 · derivative.exercise_date: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock of the Issuer, and will automatically convert into Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F1 · derivative.expiration_date: Each share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock of the Issuer, and will automatically convert into Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F3 · balance_after: Consists of (a) 66,667 shares of Series B Common Stock and (b) 8,333 unvested restricted stock units. On March 1, 2024, the remaining 8,333 RSUs vested and settled as 8,333 shares of Series B Common Stock according to the previously reported vesting schedule applicable to such grant. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 23:13 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 33,333 | $25.97 | $865,658.01 |
DisclosureSEC source: 0001835830-24-000026 · wk-form4_1709594016.xml · nonDerivative · entry 2 Weisman Tony · CIK 0001716921 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $25.91 to $26.10. 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 this footnote. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 23:13 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 33,333 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001835830-24-000026 · wk-form4_1709594016.xml · nonDerivative · entry 1 Weisman Tony · CIK 0001716921 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,333 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 share of Series B Common Stock is convertible at any time at the option of the holder into one share of Series A Common Stock of the Issuer, and will automatically convert into Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. Read SEC document |
| May 24, 2023 Filed May 25, 2023 20:57 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Units · Derivative | 6,465 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-032203 · doc4.xml · derivative · entry 3 Weisman Tony · CIK 0001716921 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,465 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. F3 · derivative.exercise_date: The RSUs vested in full on the one-year anniversary of the date of grant. F3 · derivative.expiration_date: The RSUs vested in full on the one-year anniversary of the date of grant. Read SEC document |
| May 24, 2023 Filed May 25, 2023 20:57 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 6,465 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-032203 · doc4.xml · nonDerivative · entry 1 Weisman Tony · CIK 0001716921 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,542 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. Read SEC document |
| May 23, 2023 Filed May 25, 2023 20:57 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GrantRestricted Stock Units · Derivative | 28,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-032203 · doc4.xml · derivative · entry 2 Weisman Tony · CIK 0001716921 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,547 Underlying: Common Stock · 28,547 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. F2 · derivative.exercise_date: The RSUs shall vest in full on the one-year anniversary of the date of grant, provided that the Reporting Person remains a director of the Issuer on such vesting date. F2 · derivative.expiration_date: The RSUs shall vest in full on the one-year anniversary of the date of grant, provided that the Reporting Person remains a director of the Issuer on such vesting date. Read SEC document |
| May 24, 2022 Filed May 25, 2022 00:54 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GrantRestricted Stock Units · Derivative | 6,465 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-22-000074 · wf-form4_165344006069811.xml · derivative · entry 3 Weisman Tony · CIK 0001716921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,465 Underlying: Common Stock · 6,465 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. F3 · derivative.exercise_date: The RSUs shall vest in full on the one-year anniversary of the date of grant, provided that the Reporting Person remains a director of the Issuer on such vesting date. F3 · derivative.expiration_date: The RSUs shall vest in full on the one-year anniversary of the date of grant, provided that the Reporting Person remains a director of the Issuer on such vesting date. Read SEC document |
| May 21, 2022 Filed May 25, 2022 00:54 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Units · Derivative | 1,701 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-22-000074 · wf-form4_165344006069811.xml · derivative · entry 2 Weisman Tony · CIK 0001716921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,701 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. F2 · derivative.exercise_date: The RSUs vested in full on the one-year anniversary of the date of grant. F2 · derivative.expiration_date: The RSUs vested in full on the one-year anniversary of the date of grant. Read SEC document |
| May 21, 2022 Filed May 25, 2022 00:54 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 1,701 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-22-000074 · wf-form4_165344006069811.xml · nonDerivative · entry 1 Weisman Tony · CIK 0001716921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,077 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 |
| June 02, 2021 Filed Jun 4, 2021 00:45 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Units · Derivative | 2,023 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-21-000131 · wf-form4_162276753638279.xml · derivative · entry 2 Weisman Tony · CIK 0001716921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,023 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. F2 · derivative.exercise_date: The RSUs vested in full on the one-year anniversary of the date of grant. F2 · derivative.expiration_date: The RSUs vested in full on the one-year anniversary of the date of grant. Read SEC document |
| June 02, 2021 Filed Jun 4, 2021 00:45 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 2,023 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001666071-21-000131 · wf-form4_162276753638279.xml · nonDerivative · entry 1 Weisman Tony · CIK 0001716921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,376 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. Read SEC document |
| May 21, 2021 Filed May 27, 2021 22:58 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GrantRestricted Stock Units · Derivative | 1,701 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-21-000105 · wf-form4_162215626986711.xml · derivative · entry 1 Weisman Tony · CIK 0001716921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,701 Underlying: Common Stock · 1,701 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. F2 · derivative.exercise_date: The RSUs shall vest in full on the one-year anniversary of the date of grant, provided that the Reporting Person remains a director of the Issuer on such vesting date. F2 · derivative.expiration_date: The RSUs shall vest in full on the one-year anniversary of the date of grant, provided that the Reporting Person remains a director of the Issuer on such vesting date. Read SEC document |
| June 25, 2020 Filed Jun 26, 2020 20:48 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Units · Derivative | 6,353 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-20-000192 · wf-form4_159320450300264.xml · derivative · entry 2 Weisman Tony · CIK 0001716921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,353 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. F2 · derivative.exercise_date: The RSUs vested in full on the one-year anniversary of the date of grant. F2 · derivative.expiration_date: The RSUs vested in full on the one-year anniversary of the date of grant. Read SEC document |
| June 25, 2020 Filed Jun 26, 2020 20:48 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 6,353 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001666071-20-000192 · wf-form4_159320450300264.xml · nonDerivative · entry 1 Weisman Tony · CIK 0001716921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,353 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 |
| June 09, 2020 Filed Jun 9, 2020 21:29 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 5,952 | $80.57 | $479,552.64 |
DisclosureSEC source: 0001666071-20-000179 · wf-form4_159173815680963.xml · nonDerivative · entry 1 Weisman Tony · CIK 0001716921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| June 02, 2020 Filed Jun 4, 2020 22:22 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GrantRestricted Stock Units · Derivative | 2,023 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-20-000174 · wf-form4_159130931137260.xml · derivative · entry 1 Weisman Tony · CIK 0001716921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,023 Underlying: Common Stock · 2,023 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. F2 · derivative.exercise_date: The RSUs shall vest in full on the one-year anniversary of the date of grant, provided that the Reporting Person remains a director of the Issuer on such vesting date. F2 · derivative.expiration_date: The RSUs shall vest in full on the one-year anniversary of the date of grant, provided that the Reporting Person remains a director of the Issuer on such vesting date. Read SEC document |
| April 04, 2020 Filed Apr 6, 2020 23:07 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Units · Derivative | 5,952 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-20-000095 · wf-form4_158621440967494.xml · derivative · entry 2 Weisman Tony · CIK 0001716921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,952 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. F2 · derivative.exercise_date: The RSUs vested in full on the one-year anniversary of the date of grant. F2 · derivative.expiration_date: The RSUs vested in full on the one-year anniversary of the date of grant. Read SEC document |
| April 04, 2020 Filed Apr 6, 2020 23:07 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 5,952 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001666071-20-000095 · wf-form4_158621440967494.xml · nonDerivative · entry 1 Weisman Tony · CIK 0001716921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,952 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 12, 2019 Filed Aug 13, 2019 20:32 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionStock Option (Right to Buy) · Derivative | 25,000 | $0.00 Strike: $9.08 | $0.00 |
DisclosureSEC source: 0001209191-19-045753 · doc4.xml · derivative · entry 3 Weisman Tony · CIK 0001716921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,000 shares Expires 2024-04-30 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. F2 · derivative.exercise_date: Fully vested. Read SEC document |
| August 12, 2019 Filed Aug 13, 2019 20:32 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 33,484 | $31.36 | $1,050,058.24 |
DisclosureSEC source: 0001209191-19-045753 · doc4.xml · nonDerivative · entry 2 Weisman Tony · CIK 0001716921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.10 to $31.61, 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 this footnote. Read SEC document |
| August 12, 2019 Filed Aug 13, 2019 20:32 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 25,000 | $9.08 | $227,000.00 |
DisclosureSEC source: 0001209191-19-045753 · doc4.xml · nonDerivative · entry 1 Weisman Tony · CIK 0001716921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,484 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. Read SEC document |
| June 25, 2019 Filed Jun 26, 2019 21:37 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GrantRestricted Stock Units · Derivative | 6,353 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-039155 · doc4.xml · derivative · entry 1 Weisman Tony · CIK 0001716921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,353 Underlying: Common Stock · 6,353 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. F2 · derivative.exercise_date: The RSUs shall vest in full on the one-year anniversary of the date of grant, provided that the Reporting Person remains a director of the Issuer on such vesting date. F2 · derivative.expiration_date: The RSUs shall vest in full on the one-year anniversary of the date of grant, provided that the Reporting Person remains a director of the Issuer on such vesting date. Read SEC document |
| April 04, 2019 Filed Apr 8, 2019 21:32 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GrantRestricted Stock Units · Derivative | 5,952 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-024017 · doc4.xml · derivative · entry 3 Weisman Tony · CIK 0001716921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,952 Underlying: Common Stock · 5,952 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. F3 · derivative.exercise_date: The RSUs shall vest in full on the one-year anniversary of the date of grant, provided that the Reporting Person remains a director of the Issuer on such vesting date. F3 · derivative.expiration_date: The RSUs shall vest in full on the one-year anniversary of the date of grant, provided that the Reporting Person remains a director of the Issuer on such vesting date. Read SEC document |
| March 09, 2019 Filed Apr 8, 2019 21:32 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Units · Derivative | 8,484 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-024017 · doc4.xml · derivative · entry 2 Weisman Tony · CIK 0001716921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Sock · 8,484 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. F2 · derivative.exercise_date: The RSUs vested in full on the one-year anniversary of the date of grant. F2 · derivative.expiration_date: The RSUs vested in full on the one-year anniversary of the date of grant. Read SEC document |
| March 09, 2019 Filed Apr 8, 2019 21:32 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 8,484 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-024017 · doc4.xml · nonDerivative · entry 1 Weisman Tony · CIK 0001716921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,484 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 |
| March 04, 2019 Filed Mar 6, 2019 21:45 UTC | DUNKIN' BRANDS GROUP, INC. DNKN · Entity 144558 | GrantOption to Purchase Common Stock · Derivative | 38,717 | $0.00 Strike: $72.38 | $0.00 |
DisclosureSEC source: 0001209191-19-017402 · doc4.xml · derivative · entry 1 Weisman Tony · CIK 0001716921 · CMO, DD US 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,717 Underlying: Common Stock · 38,717 shares Expires 2026-03-04 F1 · derivative.exercise_date: The option vests in four equal annual installments. Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 20:37 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GrantRestricted Stock Unit · Derivative | 8,484 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-019241 · doc4.xml · derivative · entry 1 Weisman Tony · CIK 0001716921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,484 Underlying: Common Stock · 8,484 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. F2 · derivative.exercise_date: The restricted stock units shall vest in full on the one-year anniversary of date of grant, provided that the Reporting Person (i) has served as a director for at least six months and (ii) remains a director of the Issuer on such vesting date. F2 · derivative.expiration_date: The restricted stock units shall vest in full on the one-year anniversary of date of grant, provided that the Reporting Person (i) has served as a director for at least six months and (ii) remains a director of the Issuer on such vesting date. Read SEC document |
| February 13, 2018 Filed Feb 14, 2018 02:11 UTC | DUNKIN' BRANDS GROUP, INC. DNKN · Entity 144558 | GrantOption to Purchase Common Stock · Derivative | 48,883 | $0.00 Strike: $59.60 | $0.00 |
DisclosureSEC source: 0001209191-18-009838 · doc4.xml · derivative · entry 1 Weisman Tony · CIK 0001716921 · CMO, DD US 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,883 Underlying: Common Stock · 48,883 shares Expires 2025-02-13 F1 · derivative.exercise_date: The option vests in four equal annual installments. Read SEC document |
| September 25, 2017 Filed Sep 27, 2017 20:54 UTC | DUNKIN' BRANDS GROUP, INC. DNKN · Entity 144558 | GrantRestricted Stock Units | 9,978 | $50.11 | $499,997.58 |
DisclosureSEC source: 0001209191-17-054137 · doc4.xml · nonDerivative · entry 1 Weisman Tony · CIK 0001716921 · CMO, DD US 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,978 F2 · price: Represents the grant date fair value of the restricted stock unit based on ASC Topic 718. F1 · acquired: Securities acquired represent a grant of restricted stock units to the Reporting Person in connection with his hiring by the Company. Each restricted stock unit represents the right to receive one share of the Company's common stock, and will vest in three equal annual installments beginning on September 25, 2018, subject to the Reporting Person's continued employment by the Company on such dates. 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.