Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Aeries Technology, Inc.WWAC · Entity 7328 | Director | October 19, 2021 | October 19, 2021 |
| Cardlytics, Inc.CDLX · Entity 7603 | Director | November 08, 2022 | November 10, 2022 |
| NERDWALLET, INC.NRDS · Entity 2280 | Director | May 21, 2026 | May 26, 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.
Aeries Technology, Inc.
Report date October 19, 2021 · Filed October 19, 2021
This filing explicitly reported no securities owned.
Cardlytics, Inc.
Report date November 08, 2022 · Filed November 10, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 313,547 |
Reported balance
After 2022-11-08 transaction · row 1
1 source rowRow 1 · 2022-11-08 · Sale · Disposed 4 · Balance 313,547 F1: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for performance stock units that vested on October 6, 2022. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 14,565 |
Reported balance
Holding disclosure · report date 2022-11-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 14,565 F2: The reportable securities are held by the 2013 Lynne Marie Laube GRAT fbo Keegan George Allbright. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 14,565 |
Reported balance
Holding disclosure · report date 2022-11-08 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 14,565 F3: The reportable securities are held by the 2013 Lynne Marie Laube GRAT fbo Hayley Marie Allbright. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for performance stock units that vested on October 6, 2022.
F2: The reportable securities are held by the 2013 Lynne Marie Laube GRAT fbo Keegan George Allbright.
F3: The reportable securities are held by the 2013 Lynne Marie Laube GRAT fbo Hayley Marie Allbright.
NERDWALLET, INC.
Report date May 21, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 79,627 |
Reported balance
After 2026-05-21 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 19,494 · Balance 79,627 F1: Represents Restricted Stock Units ("RSUs") payable solely in Class A Common Stock of the Issuer. F2: Includes 19,494 RSUs payable solely in Class A Common Stock of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Restricted Stock Units ("RSUs") payable solely in Class A Common Stock of the Issuer.
F2: Includes 19,494 RSUs payable solely in Class A Common Stock of the Issuer.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 21, 2026 Filed May 26, 2026 23:03 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GrantClass A Common Stock | 19,494 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-038288 · wk-form4_1779836624.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,627 F1 · shares: Represents Restricted Stock Units ("RSUs") payable solely in Class A Common Stock of the Issuer. F2 · balance_after: Includes 19,494 RSUs payable solely in Class A Common Stock of the Issuer. Read SEC document |
| May 21, 2025 Filed May 23, 2025 22:35 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GrantClass A Common Stock | 18,137 | $0.00 | $0.00 |
DisclosureSEC source: 0001625278-25-000079 · wk-form4_1748039697.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,133 F1 · shares: Represents Restricted Stock Units ("RSUs") payable solely in Class A Common Stock of the Issuer. F2 · balance_after: Includes 18,137 RSUs payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| May 14, 2024 Filed May 16, 2024 21:27 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GrantClass A Common Stock | 11,061 | $0.00 | $0.00 |
DisclosureSEC source: 0001625278-24-000116 · wk-form4_1715894840.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,996 F1 · shares: Represents Restricted Stock Units (RSUs) payable solely in Class A Common Stock of the Issuer. F2 · balance_after: Includes 11,061 Restricted Stock Units ("RSUs") payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| May 24, 2023 Filed May 26, 2023 21:28 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GrantClass A Common Stock | 15,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001625278-23-000075 · wk-form4_1685136500.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,935 F1 · shares: Represents Restricted Stock Units payable solely in Class A Common Stock of the Issuer. F2 · balance_after: Includes 15,120 Restricted Stock Units payable solely in Class A Common Stock of the Issuer. Read SEC document |
| November 08, 2022 Filed Nov 8, 2022 21:49 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 352 | $3.98 | $1,402.61 |
DisclosureSEC source: 0001666071-22-000140 · wf-form4_166794416978301.xml · nonDerivative · entry 2 Laube Lynne Marie · CIK 0001730687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 313,551 F1 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for performance stock units that vested on October 6, 2022. Read SEC document |
| November 08, 2022 Filed Nov 10, 2022 22:01 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 4 | $3.93 | $15.72 |
DisclosureSEC source: 0001666071-22-000146 · wf-form4_166811767013095.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 313,547 F1 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for performance stock units that vested on October 6, 2022. Read SEC document |
| November 07, 2022 Filed Nov 8, 2022 21:49 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 6,430 | $4.32 | $27,777.60 |
DisclosureSEC source: 0001666071-22-000140 · wf-form4_166794416978301.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 313,903 F1 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for performance stock units that vested on October 6, 2022. F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $4.16 to $4.49, 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 |
| October 06, 2022 Filed Nov 3, 2022 20:11 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionPerformance Stock Unit · Derivative | 14,062 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-22-000136 · wf-form4_166750627252014.xml · derivative · entry 4 Laube Lynne Marie · CIK 0001730687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,062 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. F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's Common Stock. F5 · derivative.exercise_date: On October 6, 2021 the Compensation Committee of the Issuer's Board of Directors certified that a target minimum number of advertisers with a specified billings threshold over a trailing 12-month period was achieved (the "October Certification") resulting in the award of the tranche of the PSU grant related to achieving the advertiser count target ("advertiser tranche"). Fifty percent (50%) of the shares subject to the advertiser tranche of the awarded PSU vested upon the October Certification, twenty-five percent (25%) of the shares subject to the advertiser tranche of the awarded PSU vested 6 months after the October Certification, and twenty-five percent (25%) of the shares subject to the advertiser tranche of the awarded PSU vested 12 months after the October Certification. F5 · derivative.expiration_date: On October 6, 2021 the Compensation Committee of the Issuer's Board of Directors certified that a target minimum number of advertisers with a specified billings threshold over a trailing 12-month period was achieved (the "October Certification") resulting in the award of the tranche of the PSU grant related to achieving the advertiser count target ("advertiser tranche"). Fifty percent (50%) of the shares subject to the advertiser tranche of the awarded PSU vested upon the October Certification, twenty-five percent (25%) of the shares subject to the advertiser tranche of the awarded PSU vested 6 months after the October Certification, and twenty-five percent (25%) of the shares subject to the advertiser tranche of the awarded PSU vested 12 months after the October Certification. Read SEC document |
| October 06, 2022 Filed Nov 3, 2022 20:11 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 14,062 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-22-000136 · wf-form4_166750627252014.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 320,333 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 · shares: Represents the underlying vested shares of common stock of the Issuer which have not been delivered. Read SEC document |
| August 05, 2022 Filed Aug 8, 2022 20:40 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 6,612 | $15.19 | $100,436.28 |
DisclosureSEC source: 0001666071-22-000111 · wf-form4_165999119173439.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 306,271 F1 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for performance stock units that vested on June 9, 2022. F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $14.88 to $15.45, 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 ranges set forth in footnotes (2) to this Form 4. Read SEC document |
| June 10, 2022 Filed Jun 14, 2022 00:06 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GiftCommon Stock | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-22-000079 · wf-form4_165516515416665.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,820 F1 · price: Shares transferred by the Reporting Person as a bona fide gift without consideration. F2 · balance_after: Includes 290 shares of Common Stock acquired under the Issuer's Employee Stock Purchase Plan. Read SEC document |
| June 09, 2022 Filed Jul 20, 2022 21:11 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionPerformance Stock Unit · Derivative | 14,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-22-000097 · wf-form4_165835149544902.xml · derivative · entry 4 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,062 Underlying: Common Stock · 14,063 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. F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's Common Stock. F5 · derivative.exercise_date: On December 9, 2021 the Compensation Committee of the Issuer's Board of Directors certified that a target minimum growth rate in adjusted contribution was achieved (the "Certification") resulting in the award of the tranche of the PSU grant related to achieving the adjusted contribution growth target ("adjusted contribution growth tranche"). Fifty percent (50%) of the shares subject to the adjusted contribution growth tranche of the awarded PSU vested upon the Certification, twenty-five percent (25%) of the shares subject to the adjusted contribution growth tranche of the awarded PSU vested 6 months after the Certification, and twenty-five percent (25%) of the shares subject to the adjusted contribution growth tranche of the awarded PSU will vest 12 months after the Certification, subject to continued service to the Issuer. F5 · derivative.expiration_date: On December 9, 2021 the Compensation Committee of the Issuer's Board of Directors certified that a target minimum growth rate in adjusted contribution was achieved (the "Certification") resulting in the award of the tranche of the PSU grant related to achieving the adjusted contribution growth target ("adjusted contribution growth tranche"). Fifty percent (50%) of the shares subject to the adjusted contribution growth tranche of the awarded PSU vested upon the Certification, twenty-five percent (25%) of the shares subject to the adjusted contribution growth tranche of the awarded PSU vested 6 months after the Certification, and twenty-five percent (25%) of the shares subject to the adjusted contribution growth tranche of the awarded PSU will vest 12 months after the Certification, subject to continued service to the Issuer. Read SEC document |
| June 09, 2022 Filed Jul 20, 2022 21:11 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 14,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-22-000097 · wf-form4_165835149544902.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 312,883 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 · shares: Represents the underlying vested shares of common stock of the Issuer which have not been delivered. Read SEC document |
| May 25, 2022 Filed May 26, 2022 21:52 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GrantClass A Common Stock | 15,815 | $0.00 | $0.00 |
DisclosureSEC source: 0001625278-22-000075 · wf-form4_165360191237899.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,815 F1 · shares: Represents Restricted Stock Units payable solely in Class A Common Stock of the Issuer. Read SEC document |
| May 05, 2022 Filed May 9, 2022 20:10 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 17,973 | $33.60 | $603,892.80 |
DisclosureSEC source: 0001666071-22-000062 · wf-form4_165212701709113.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 358,530 F1 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for restricted stock units that vested on March 24, 2022, April 1, 2022 and April 5, 2022 and performance stock units that vested on April 6, 2022. F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $33.30 to $33.97, 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 ranges set forth in footnote (2) to this Form 4. Read SEC document |
| April 06, 2022 Filed Apr 7, 2022 23:25 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionPerformance Stock Unit · Derivative | 14,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-22-000039 · wf-form4_164937388406931.xml · derivative · entry 6 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,062 Underlying: Common Stock · 14,063 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. F6 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. F7 · derivative.exercise_date: On October 6, 2021 the Compensation Committee of the Issuer's Board of Directors certified that a target minimum number of advertisers with a specified billings threshold over a trailing 12-month period was achieved (the "Certification") resulting in the award of the tranche of the PSU grant related to achieving the advertiser count target ("advertiser tranche"). Fifty percent (50%) of the shares subject to the advertiser tranche of the awarded PSU vested upon the Certification, twenty-five percent (25%) of the shares subject to the advertiser tranche of the awarded PSU vested 6 months after the Certification, and twenty-five percent (25%) of the shares subject to the advertiser tranche of the awarded PSU will vest 12 months after the Certification, subject to continued service to the Issuer. F7 · derivative.expiration_date: On October 6, 2021 the Compensation Committee of the Issuer's Board of Directors certified that a target minimum number of advertisers with a specified billings threshold over a trailing 12-month period was achieved (the "Certification") resulting in the award of the tranche of the PSU grant related to achieving the advertiser count target ("advertiser tranche"). Fifty percent (50%) of the shares subject to the advertiser tranche of the awarded PSU vested upon the Certification, twenty-five percent (25%) of the shares subject to the advertiser tranche of the awarded PSU vested 6 months after the Certification, and twenty-five percent (25%) of the shares subject to the advertiser tranche of the awarded PSU will vest 12 months after the Certification, subject to continued service to the Issuer. Read SEC document |
| April 06, 2022 Filed Apr 7, 2022 23:25 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 14,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-22-000039 · wf-form4_164937388406931.xml · nonDerivative · entry 2 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 376,503 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 · shares: Represents the underlying vested shares of common stock of the Issuer which have not been delivered. Read SEC document |
| April 05, 2022 Filed Apr 7, 2022 23:25 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Unit · Derivative | 6,622 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-22-000039 · wf-form4_164937388406931.xml · derivative · entry 5 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,868 Underlying: Common Stock · 6,622 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. F4 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. F5 · derivative.exercise_date: The RSUs shall vest in equal amounts annually over four years on the anniversary of the date of grant, provided that the Reporting Person remains employed by the Issuer on such vesting date. F5 · derivative.expiration_date: The RSUs shall vest in equal amounts annually over four years on the anniversary of the date of grant, provided that the Reporting Person remains employed by the Issuer on such vesting date. Read SEC document |
| April 05, 2022 Filed Apr 7, 2022 23:25 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 6,622 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-22-000039 · wf-form4_164937388406931.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 362,440 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 · shares: Represents the underlying vested shares of common stock of the Issuer which have not been delivered. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:56 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Unit · Derivative | 20,161 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-22-000035 · wf-form4_164919213292914.xml · derivative · entry 4 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,322 Underlying: Common Stock · 20,161 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. F4 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. F5 · derivative.exercise_date: The RSUs shall vest in equal amounts annually over four years on the anniversary of the date of grant, provided that the Reporting Person remains employed by the Issuer on such vesting date. F5 · derivative.expiration_date: The RSUs shall vest in equal amounts annually over four years on the anniversary of the date of grant, provided that the Reporting Person remains employed by the Issuer on such vesting date. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:56 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 20,161 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-22-000035 · wf-form4_164919213292914.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 355,818 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 · shares: Represents the underlying vested shares of common stock of the Issuer which have not been delivered. Read SEC document |
| March 24, 2022 Filed Mar 24, 2022 23:55 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GrantCommon Stock | 2,766 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-22-000031 · wf-form4_164816608363968.xml · nonDerivative · entry 2 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 335,657 F2 · shares: Represents a restricted stock unit ("RSU") award. The shares underlying the RSU award vested immediately upon grant. Read SEC document |
| March 22, 2022 Filed Mar 24, 2022 23:55 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GrantRestricted Stock Unit · Derivative | 63,233 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-22-000031 · wf-form4_164816608363968.xml · derivative · entry 5 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,293 Underlying: Common Stock · 63,233 shares Expires not disclosed F5 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. F6 · derivative.exercise_date: 25% of the RSUs shall vest on April 1, 2023 with the remainder vesting in equal amounts quarterly thereafter, provided that the Reporting Person remains employed by the Issuer on such vesting date. F6 · derivative.expiration_date: 25% of the RSUs shall vest on April 1, 2023 with the remainder vesting in equal amounts quarterly thereafter, provided that the Reporting Person remains employed by the Issuer on such vesting date. Read SEC document |
| March 07, 2022 Filed Mar 24, 2022 23:55 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GiftCommon Stock | 1,112 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-22-000031 · wf-form4_164816608363968.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 332,891 F1 · price: Shares transferred by the Reporting Person as a bona fide gift without consideration. Read SEC document |
| December 10, 2021 Filed Dec 13, 2021 21:18 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,100 | $69.36 | $76,296.00 |
DisclosureSEC source: 0001666071-21-000239 · wf-form4_163943031241318.xml · nonDerivative · entry 4 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 338,517 F3 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for performance stock units that vested on December 9, 2021. F6 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $69.11 to $69.66, inclusive. Read SEC document |
| December 10, 2021 Filed Dec 13, 2021 21:18 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 7,432 | $68.63 | $510,058.16 |
DisclosureSEC source: 0001666071-21-000239 · wf-form4_163943031241318.xml · nonDerivative · entry 3 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 339,617 F3 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for performance stock units that vested on December 9, 2021. F5 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $68.11 to $69.10, inclusive. Read SEC document |
| December 10, 2021 Filed Dec 13, 2021 21:18 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 4,544 | $67.62 | $307,265.28 |
DisclosureSEC source: 0001666071-21-000239 · wf-form4_163943031241318.xml · nonDerivative · entry 2 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 347,049 F3 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for performance stock units that vested on December 9, 2021. F4 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $67.11 to $68.10, 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 ranges set forth in footnotes (4), (5) and (6) to this Form 4. Read SEC document |
| December 09, 2021 Filed Dec 13, 2021 21:18 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionPerformance Stock Unit · Derivative | 28,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-21-000239 · wf-form4_163943031241318.xml · derivative · entry 8 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,125 Underlying: Common Stock · 28,125 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 performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's Common Stock. F9 · derivative.exercise_date: On December 9, 2021 the Compensation Committee of the Issuer's Board of Directors certified that a target minimum growth rate in adjusted contribution was achieved (the "Certification") resulting in the award of the tranche of the PSU grant related to achieving the adjusted contribution growth target ("adjusted contribution growth tranche"). Fifty percent (50%) of the shares subject to the adjusted contribution growth tranche of the awarded PSU vested upon the Certification, twenty-five percent (25%) of the shares subject to the adjusted contribution growth tranche of the awarded PSU will vest 6 months after the Certification, and twenty-five percent (25%) of the shares subject to the adjusted contribution growth tranche of the awarded PSU will vest 12 months after the Certification, subject to continued service to the Issuer. F9 · derivative.expiration_date: On December 9, 2021 the Compensation Committee of the Issuer's Board of Directors certified that a target minimum growth rate in adjusted contribution was achieved (the "Certification") resulting in the award of the tranche of the PSU grant related to achieving the adjusted contribution growth target ("adjusted contribution growth tranche"). Fifty percent (50%) of the shares subject to the adjusted contribution growth tranche of the awarded PSU vested upon the Certification, twenty-five percent (25%) of the shares subject to the adjusted contribution growth tranche of the awarded PSU will vest 6 months after the Certification, and twenty-five percent (25%) of the shares subject to the adjusted contribution growth tranche of the awarded PSU will vest 12 months after the Certification, subject to continued service to the Issuer. Read SEC document |
| December 09, 2021 Filed Dec 13, 2021 21:18 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GrantPerformance Stock Unit · Derivative | 56,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-21-000239 · wf-form4_163943031241318.xml · derivative · entry 7 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,250 Underlying: Common Stock · 56,250 shares Expires not disclosed F1 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's Common Stock. F9 · derivative.exercise_date: On December 9, 2021 the Compensation Committee of the Issuer's Board of Directors certified that a target minimum growth rate in adjusted contribution was achieved (the "Certification") resulting in the award of the tranche of the PSU grant related to achieving the adjusted contribution growth target ("adjusted contribution growth tranche"). Fifty percent (50%) of the shares subject to the adjusted contribution growth tranche of the awarded PSU vested upon the Certification, twenty-five percent (25%) of the shares subject to the adjusted contribution growth tranche of the awarded PSU will vest 6 months after the Certification, and twenty-five percent (25%) of the shares subject to the adjusted contribution growth tranche of the awarded PSU will vest 12 months after the Certification, subject to continued service to the Issuer. F9 · derivative.expiration_date: On December 9, 2021 the Compensation Committee of the Issuer's Board of Directors certified that a target minimum growth rate in adjusted contribution was achieved (the "Certification") resulting in the award of the tranche of the PSU grant related to achieving the adjusted contribution growth target ("adjusted contribution growth tranche"). Fifty percent (50%) of the shares subject to the adjusted contribution growth tranche of the awarded PSU vested upon the Certification, twenty-five percent (25%) of the shares subject to the adjusted contribution growth tranche of the awarded PSU will vest 6 months after the Certification, and twenty-five percent (25%) of the shares subject to the adjusted contribution growth tranche of the awarded PSU will vest 12 months after the Certification, subject to continued service to the Issuer. Read SEC document |
| December 09, 2021 Filed Dec 13, 2021 21:18 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 28,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-21-000239 · wf-form4_163943031241318.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 351,593 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 performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's Common Stock. F2 · balance_after: Includes 1 share of Common Stock acquired under the Issuer's Employee Stock Purchase Plan. Read SEC document |
| December 03, 2021 Filed Dec 20, 2021 21:42 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GiftCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-21-000246 · wf-form4_164003656128520.xml · nonDerivative · entry 2 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 334,003 Read SEC document |
| November 05, 2021 Filed Nov 8, 2021 22:29 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 911 | $92.95 | $84,677.45 |
DisclosureSEC source: 0001666071-21-000226 · wf-form4_163641056134204.xml · nonDerivative · entry 4 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 323,467 F1 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for performance stock units that vested on October 6, 2021. F5 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $92.90 to $93.00, inclusive. Read SEC document |
| November 05, 2021 Filed Nov 8, 2021 22:29 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 800 | $92.26 | $73,808.00 |
DisclosureSEC source: 0001666071-21-000226 · wf-form4_163641056134204.xml · nonDerivative · entry 3 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 324,378 F1 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for performance stock units that vested on October 6, 2021. F4 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $91.85 to $92.79, inclusive. Read SEC document |
| November 05, 2021 Filed Nov 8, 2021 22:29 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 603 | $90.88 | $54,800.64 |
DisclosureSEC source: 0001666071-21-000226 · wf-form4_163641056134204.xml · nonDerivative · entry 2 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 325,178 F1 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for performance stock units that vested on October 6, 2021. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $90.54 to $91.39, inclusive. Read SEC document |
| November 05, 2021 Filed Nov 8, 2021 22:29 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 10,676 | $90.23 | $963,295.48 |
DisclosureSEC source: 0001666071-21-000226 · wf-form4_163641056134204.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 325,781 F1 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for performance stock units that vested on October 6, 2021. F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $89.52 to $90.49, 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 ranges set forth in footnotes (2), (3), (4) and (5) to this Form 4. Read SEC document |
| October 06, 2021 Filed Oct 6, 2021 22:08 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionPerformance Stock Unit · Derivative | 28,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-21-000196 · wf-form4_163355809794181.xml · derivative · entry 5 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,125 Underlying: Common Stock · 28,125 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. F2 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's Common Stock. F5 · derivative.exercise_date: On October 6, 2021 the Compensation Committee of the Issuer's Board of Directors certified that a target minimum number of advertisers with a specified billings threshold over a trailing 12-month period was achieved (the "Certification") resulting in the award of the tranche of the PSU grant related to achieving the advertiser count target ("advertiser tranche"). Fifty percent (50%) of the shares subject to the advertiser tranche of the awarded PSU vested upon the Certification, twenty-five percent (25%) of the shares subject to the advertiser tranche of the awarded PSU will vest 6 months after the Certification, and twenty-five percent (25%) of the shares subject to the advertiser tranche of the awarded PSU will vest 12 months after the Certification, subject to continued service to the Issuer. F5 · derivative.expiration_date: On October 6, 2021 the Compensation Committee of the Issuer's Board of Directors certified that a target minimum number of advertisers with a specified billings threshold over a trailing 12-month period was achieved (the "Certification") resulting in the award of the tranche of the PSU grant related to achieving the advertiser count target ("advertiser tranche"). Fifty percent (50%) of the shares subject to the advertiser tranche of the awarded PSU vested upon the Certification, twenty-five percent (25%) of the shares subject to the advertiser tranche of the awarded PSU will vest 6 months after the Certification, and twenty-five percent (25%) of the shares subject to the advertiser tranche of the awarded PSU will vest 12 months after the Certification, subject to continued service to the Issuer. Read SEC document |
| October 06, 2021 Filed Oct 6, 2021 22:08 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GrantPerformance Stock Unit · Derivative | 56,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-21-000196 · wf-form4_163355809794181.xml · derivative · entry 4 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,250 Underlying: Common Stock · 56,250 shares Expires not disclosed F2 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's Common Stock. F5 · derivative.exercise_date: On October 6, 2021 the Compensation Committee of the Issuer's Board of Directors certified that a target minimum number of advertisers with a specified billings threshold over a trailing 12-month period was achieved (the "Certification") resulting in the award of the tranche of the PSU grant related to achieving the advertiser count target ("advertiser tranche"). Fifty percent (50%) of the shares subject to the advertiser tranche of the awarded PSU vested upon the Certification, twenty-five percent (25%) of the shares subject to the advertiser tranche of the awarded PSU will vest 6 months after the Certification, and twenty-five percent (25%) of the shares subject to the advertiser tranche of the awarded PSU will vest 12 months after the Certification, subject to continued service to the Issuer. F5 · derivative.expiration_date: On October 6, 2021 the Compensation Committee of the Issuer's Board of Directors certified that a target minimum number of advertisers with a specified billings threshold over a trailing 12-month period was achieved (the "Certification") resulting in the award of the tranche of the PSU grant related to achieving the advertiser count target ("advertiser tranche"). Fifty percent (50%) of the shares subject to the advertiser tranche of the awarded PSU vested upon the Certification, twenty-five percent (25%) of the shares subject to the advertiser tranche of the awarded PSU will vest 6 months after the Certification, and twenty-five percent (25%) of the shares subject to the advertiser tranche of the awarded PSU will vest 12 months after the Certification, subject to continued service to the Issuer. Read SEC document |
| October 06, 2021 Filed Oct 6, 2021 22:08 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 28,125 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001666071-21-000196 · wf-form4_163355809794181.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 336,457 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 · shares: Represents the underlying vested shares of common stock of the Issuer which have not been delivered. F2 · price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| September 03, 2021 Filed Dec 20, 2021 21:42 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GiftCommon Stock | 514 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-21-000246 · wf-form4_164003656128520.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 338,003 Read SEC document |
| July 15, 2021 Filed Jul 16, 2021 20:50 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,138 | $0.00 Strike: $20.00 | $0.00 |
DisclosureSEC source: 0001666071-21-000148 · wf-form4_162646861487045.xml · derivative · entry 14 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,887 Underlying: Common Stock · 2,138 shares Expires 2026-08-02 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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 2, 2020. F11 · derivative.exercise_date: Fully vested. Read SEC document |
| July 15, 2021 Filed Jul 16, 2021 20:50 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 100 | $125.56 | $12,556.00 |
DisclosureSEC source: 0001666071-21-000148 · wf-form4_162646861487045.xml · nonDerivative · entry 10 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 308,332 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 2, 2020. Read SEC document |
| July 15, 2021 Filed Jul 16, 2021 20:50 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 700 | $124.95 | $87,465.00 |
DisclosureSEC source: 0001666071-21-000148 · wf-form4_162646861487045.xml · nonDerivative · entry 9 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 308,432 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 2, 2020. F8 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $124.47 to $125.30, inclusive. Read SEC document |
| July 15, 2021 Filed Jul 16, 2021 20:50 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 638 | $123.03 | $78,493.14 |
DisclosureSEC source: 0001666071-21-000148 · wf-form4_162646861487045.xml · nonDerivative · entry 8 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 309,132 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 2, 2020. F7 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $122.80 to $123.23, inclusive. Read SEC document |
| July 15, 2021 Filed Jul 16, 2021 20:50 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 400 | $122.29 | $48,916.00 |
DisclosureSEC source: 0001666071-21-000148 · wf-form4_162646861487045.xml · nonDerivative · entry 7 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 309,770 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 2, 2020. F6 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $121.725 to $122.64, inclusive. Read SEC document |
| July 15, 2021 Filed Jul 16, 2021 20:50 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 300 | $120.42 | $36,126.00 |
DisclosureSEC source: 0001666071-21-000148 · wf-form4_162646861487045.xml · nonDerivative · entry 6 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 310,170 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 2, 2020. F5 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $120.07 to $120.66, inclusive. Read SEC document |
| July 15, 2021 Filed Jul 16, 2021 20:50 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 2,138 | $20.00 | $42,760.00 |
DisclosureSEC source: 0001666071-21-000148 · wf-form4_162646861487045.xml · nonDerivative · entry 5 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 310,470 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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 2, 2020. Read SEC document |
| July 14, 2021 Filed Jul 16, 2021 20:50 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 3,376 | $0.00 Strike: $20.00 | $0.00 |
DisclosureSEC source: 0001666071-21-000148 · wf-form4_162646861487045.xml · derivative · entry 13 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,025 Underlying: Common Stock · 3,376 shares Expires 2026-08-02 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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 2, 2020. F11 · derivative.exercise_date: Fully vested. Read SEC document |
| July 14, 2021 Filed Jul 16, 2021 20:50 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 300 | $125.77 | $37,731.00 |
DisclosureSEC source: 0001666071-21-000148 · wf-form4_162646861487045.xml · nonDerivative · entry 4 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 308,332 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 2, 2020. F4 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $125.70 to $125.90, inclusive. Read SEC document |
| July 14, 2021 Filed Jul 16, 2021 20:50 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,100 | $124.56 | $137,016.00 |
DisclosureSEC source: 0001666071-21-000148 · wf-form4_162646861487045.xml · nonDerivative · entry 3 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 308,632 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 2, 2020. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $124.15 to $124.895, inclusive. Read SEC document |
| July 14, 2021 Filed Jul 16, 2021 20:50 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,976 | $123.77 | $244,569.52 |
DisclosureSEC source: 0001666071-21-000148 · wf-form4_162646861487045.xml · nonDerivative · entry 2 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 309,732 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 2, 2020. F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $123.14 to $124.12, 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 ranges set forth in footnotes (2), (3), (4), (5), (6), (7) and (8) to this Form 4. 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.