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 |
|---|---|---|---|---|---|---|
| July 14, 2021 Filed Jul 16, 2021 20:50 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 3,376 | $20.00 | $67,520.00 |
DisclosureSEC source: 0001666071-21-000148 · wf-form4_162646861487045.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 311,708 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 |
| June 04, 2021 Filed Jun 7, 2021 21:38 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 900 | $0.00 Strike: $20.00 | $0.00 |
DisclosureSEC source: 0001666071-21-000132 · wf-form4_162310188453869.xml · derivative · entry 12 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,401 Underlying: Common Stock · 900 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. F8 · derivative.exercise_date: Fully vested. Read SEC document |
| June 04, 2021 Filed Jun 7, 2021 21:38 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 900 | $100.67 | $90,603.00 |
DisclosureSEC source: 0001666071-21-000132 · wf-form4_162310188453869.xml · nonDerivative · entry 7 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. F5 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $100.25 to $101.02, inclusive. Read SEC document |
| June 04, 2021 Filed Jun 7, 2021 21:38 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 900 | $20.00 | $18,000.00 |
DisclosureSEC source: 0001666071-21-000132 · wf-form4_162310188453869.xml · nonDerivative · entry 6 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 309,232 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 |
| June 03, 2021 Filed Jun 7, 2021 21:38 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 990 | $0.00 Strike: $20.00 | $0.00 |
DisclosureSEC source: 0001666071-21-000132 · wf-form4_162310188453869.xml · derivative · entry 11 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,301 Underlying: Common Stock · 990 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. F8 · derivative.exercise_date: Fully vested. Read SEC document |
| June 03, 2021 Filed Jun 7, 2021 21:38 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 5,424 | $0.00 Strike: $8.32 | $0.00 |
DisclosureSEC source: 0001666071-21-000132 · wf-form4_162310188453869.xml · derivative · entry 10 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,424 shares Expires 2023-07-18 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. F8 · derivative.exercise_date: Fully vested. Read SEC document |
| June 03, 2021 Filed Jun 7, 2021 21:38 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 100 | $103.16 | $10,316.00 |
DisclosureSEC source: 0001666071-21-000132 · wf-form4_162310188453869.xml · nonDerivative · entry 5 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 |
| June 03, 2021 Filed Jun 7, 2021 21:38 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,539 | $102.65 | $157,978.35 |
DisclosureSEC source: 0001666071-21-000132 · wf-form4_162310188453869.xml · nonDerivative · entry 4 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. F4 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $102.12 to $103.02, inclusive. Read SEC document |
| June 03, 2021 Filed Jun 7, 2021 21:38 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 4,775 | $101.52 | $484,758.00 |
DisclosureSEC source: 0001666071-21-000132 · wf-form4_162310188453869.xml · nonDerivative · entry 3 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 309,971 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 $101.11 to $102.07, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (3), (4) and (5) to this Form 4. Read SEC document |
| June 03, 2021 Filed Jun 7, 2021 21:38 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 990 | $20.00 | $19,800.00 |
DisclosureSEC source: 0001666071-21-000132 · wf-form4_162310188453869.xml · nonDerivative · entry 2 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 314,746 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 |
| June 03, 2021 Filed Jun 7, 2021 21:38 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 5,424 | $8.32 | $45,127.68 |
DisclosureSEC source: 0001666071-21-000132 · wf-form4_162310188453869.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 313,756 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. F2 · balance_after: Includes 218 shares of Common Stock acquired under the Issuer's Employee Stock Purchase Plan. Read SEC document |
| May 07, 2021 Filed May 11, 2021 20:14 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 500 | $104.36 | $52,180.00 |
DisclosureSEC source: 0001666071-21-000085 · wf-form4_162076404922676.xml · nonDerivative · entry 5 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 308,114 F1 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for RSUs that vested on April 1, 2021. F6 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $104.06 to $104.97, inclusive. Read SEC document |
| May 07, 2021 Filed May 11, 2021 20:14 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,900 | $103.48 | $196,612.00 |
DisclosureSEC source: 0001666071-21-000085 · wf-form4_162076404922676.xml · nonDerivative · entry 4 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 308,614 F1 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for RSUs that vested on April 1, 2021. F5 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $102.925 to $103.915, inclusive. Read SEC document |
| May 07, 2021 Filed May 11, 2021 20:14 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 2,900 | $102.33 | $296,757.00 |
DisclosureSEC source: 0001666071-21-000085 · wf-form4_162076404922676.xml · nonDerivative · entry 3 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 310,514 F1 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for RSUs that vested on April 1, 2021. F4 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $101.88 to $102.83, inclusive. Read SEC document |
| May 07, 2021 Filed May 11, 2021 20:14 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 2,300 | $101.08 | $232,484.00 |
DisclosureSEC source: 0001666071-21-000085 · wf-form4_162076404922676.xml · nonDerivative · entry 2 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 313,414 F1 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for RSUs that vested on April 1, 2021. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $100.82 to $101.50, inclusive. Read SEC document |
| May 07, 2021 Filed May 11, 2021 20:14 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,453 | $100.24 | $145,648.72 |
DisclosureSEC source: 0001666071-21-000085 · wf-form4_162076404922676.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 315,714 F1 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for RSUs that vested on April 1, 2021. F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $99.81 to $100.61, 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 ranges set forth in footnote (2), (3), (4), (5) and (6) to this Form 4. Read SEC document |
| April 13, 2021 Filed Apr 14, 2021 21:50 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,139 | $0.00 Strike: $8.32 | $0.00 |
DisclosureSEC source: 0001666071-21-000067 · wf-form4_161843699694165.xml · derivative · entry 17 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,424 Underlying: Common Stock · 2,139 shares Expires 2023-07-18 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. F13 · derivative.exercise_date: Fully vested. Read SEC document |
| April 13, 2021 Filed Apr 14, 2021 21:50 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 100 | $110.88 | $11,088.00 |
DisclosureSEC source: 0001666071-21-000067 · wf-form4_161843699694165.xml · nonDerivative · entry 13 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 317,167 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 |
| April 13, 2021 Filed Apr 14, 2021 21:50 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 100 | $108.64 | $10,864.00 |
DisclosureSEC source: 0001666071-21-000067 · wf-form4_161843699694165.xml · nonDerivative · entry 12 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 317,267 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 |
| April 13, 2021 Filed Apr 14, 2021 21:50 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 200 | $107.78 | $21,556.00 |
DisclosureSEC source: 0001666071-21-000067 · wf-form4_161843699694165.xml · nonDerivative · entry 11 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 317,367 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 2, 2020. F10 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $107.565 to $108.04, inclusive. Read SEC document |
| April 13, 2021 Filed Apr 14, 2021 21:50 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 315 | $105.75 | $33,311.25 |
DisclosureSEC source: 0001666071-21-000067 · wf-form4_161843699694165.xml · nonDerivative · entry 10 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 317,567 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 2, 2020. F9 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $105.66 to $105.82, inclusive. Read SEC document |
| April 13, 2021 Filed Apr 14, 2021 21:50 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 900 | $104.95 | $94,455.00 |
DisclosureSEC source: 0001666071-21-000067 · wf-form4_161843699694165.xml · nonDerivative · entry 9 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 317,882 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 $104.575 to $105.565, inclusive. Read SEC document |
| April 13, 2021 Filed Apr 14, 2021 21:50 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 300 | $104.07 | $31,221.00 |
DisclosureSEC source: 0001666071-21-000067 · wf-form4_161843699694165.xml · nonDerivative · entry 8 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 318,782 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 $103.565 to $104.38, inclusive. Read SEC document |
| April 13, 2021 Filed Apr 14, 2021 21:50 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 224 | $102.88 | $23,045.12 |
DisclosureSEC source: 0001666071-21-000067 · wf-form4_161843699694165.xml · nonDerivative · entry 7 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 319,082 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 $102.48 to $103.29, inclusive. Read SEC document |
| April 13, 2021 Filed Apr 14, 2021 21:50 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 2,139 | $8.32 | $17,796.48 |
DisclosureSEC source: 0001666071-21-000067 · wf-form4_161843699694165.xml · nonDerivative · entry 6 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 319,306 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 |
| April 12, 2021 Filed Apr 14, 2021 21:50 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,139 | $0.00 Strike: $8.32 | $0.00 |
DisclosureSEC source: 0001666071-21-000067 · wf-form4_161843699694165.xml · derivative · entry 16 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,563 Underlying: Common Stock · 2,139 shares Expires 2023-07-18 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. F13 · derivative.exercise_date: Fully vested. Read SEC document |
| April 12, 2021 Filed Apr 14, 2021 21:50 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 241 | $111.90 | $26,967.90 |
DisclosureSEC source: 0001666071-21-000067 · wf-form4_161843699694165.xml · nonDerivative · entry 5 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 317,167 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 $111.84 to $111.98, inclusive. Read SEC document |
| April 12, 2021 Filed Apr 14, 2021 21:50 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 997 | $111.31 | $110,976.07 |
DisclosureSEC source: 0001666071-21-000067 · wf-form4_161843699694165.xml · nonDerivative · entry 4 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 317,408 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 $110.84 to $111.83, inclusive. Read SEC document |
| April 12, 2021 Filed Apr 14, 2021 21:50 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 700 | $109.83 | $76,881.00 |
DisclosureSEC source: 0001666071-21-000067 · wf-form4_161843699694165.xml · nonDerivative · entry 3 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 318,405 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 $109.11 to $110.60, inclusive. Read SEC document |
| April 12, 2021 Filed Apr 14, 2021 21:50 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 201 | $108.15 | $21,738.15 |
DisclosureSEC source: 0001666071-21-000067 · wf-form4_161843699694165.xml · nonDerivative · entry 2 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 319,105 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 $107.80 to $108.61, 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 ranges set forth in footnotes (2), (3), (4), (5), (6), (7), (8), (9) and (10) to this Form 4. Read SEC document |
| April 12, 2021 Filed Apr 14, 2021 21:50 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 2,139 | $8.32 | $17,796.48 |
DisclosureSEC source: 0001666071-21-000067 · wf-form4_161843699694165.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 319,306 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 |
| April 05, 2021 Filed Apr 7, 2021 21:50 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GrantRestricted Stock Unit · Derivative | 26,490 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-21-000056 · wf-form4_161783221411852.xml · derivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,490 Underlying: Common Stock · 26,490 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 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. F2 · 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, 2021 Filed Apr 6, 2021 00:13 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Unit · Derivative | 20,161 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-21-000047 · wf-form4_161766789501831.xml · derivative · entry 4 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,484 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. F2 · 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, 2021 Filed Apr 6, 2021 00:13 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 20,161 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-21-000047 · wf-form4_161766789501831.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 317,167 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 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 24, 2021 Filed Mar 25, 2021 21:44 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,139 | $0.00 Strike: $8.32 | $0.00 |
DisclosureSEC source: 0001666071-21-000043 · wf-form4_161670868434777.xml · derivative · entry 18 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,702 Underlying: Common Stock · 2,139 shares Expires 2023-07-18 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. F13 · derivative.exercise_date: Fully vested. Read SEC document |
| March 24, 2021 Filed Mar 25, 2021 21:44 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 100 | $124.00 | $12,400.00 |
DisclosureSEC source: 0001666071-21-000043 · wf-form4_161670868434777.xml · nonDerivative · entry 14 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,006 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 |
| March 24, 2021 Filed Mar 25, 2021 21:44 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 100 | $122.77 | $12,277.00 |
DisclosureSEC source: 0001666071-21-000043 · wf-form4_161670868434777.xml · nonDerivative · entry 13 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,106 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 |
| March 24, 2021 Filed Mar 25, 2021 21:44 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 300 | $120.97 | $36,291.00 |
DisclosureSEC source: 0001666071-21-000043 · wf-form4_161670868434777.xml · nonDerivative · entry 12 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,206 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 2, 2020. F10 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $120.89 to $121.03, inclusive. Read SEC document |
| March 24, 2021 Filed Mar 25, 2021 21:44 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 300 | $119.69 | $35,907.00 |
DisclosureSEC source: 0001666071-21-000043 · wf-form4_161670868434777.xml · nonDerivative · entry 11 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,506 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 2, 2020. F9 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $119.22 to $120.00, inclusive. Read SEC document |
| March 24, 2021 Filed Mar 25, 2021 21:44 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 601 | $118.33 | $71,116.33 |
DisclosureSEC source: 0001666071-21-000043 · wf-form4_161670868434777.xml · nonDerivative · entry 10 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,806 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 $117.925 to $118.78, inclusive. Read SEC document |
| March 24, 2021 Filed Mar 25, 2021 21:44 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 200 | $117.06 | $23,412.00 |
DisclosureSEC source: 0001666071-21-000043 · wf-form4_161670868434777.xml · nonDerivative · entry 9 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,407 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 $116.765 to $117.35, inclusive. Read SEC document |
| March 24, 2021 Filed Mar 25, 2021 21:44 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 538 | $116.04 | $62,429.52 |
DisclosureSEC source: 0001666071-21-000043 · wf-form4_161670868434777.xml · nonDerivative · entry 8 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,607 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 $115.75 to $116.57, inclusive. Read SEC document |
| March 24, 2021 Filed Mar 25, 2021 21:44 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 2,139 | $8.32 | $17,796.48 |
DisclosureSEC source: 0001666071-21-000043 · wf-form4_161670868434777.xml · nonDerivative · entry 7 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 299,145 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 |
| March 23, 2021 Filed Mar 25, 2021 21:44 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,139 | $0.00 Strike: $8.32 | $0.00 |
DisclosureSEC source: 0001666071-21-000043 · wf-form4_161670868434777.xml · derivative · entry 17 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,841 Underlying: Common Stock · 2,139 shares Expires 2023-07-18 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. F13 · derivative.exercise_date: Fully vested. Read SEC document |
| March 23, 2021 Filed Mar 25, 2021 21:44 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 100 | $129.70 | $12,970.00 |
DisclosureSEC source: 0001666071-21-000043 · wf-form4_161670868434777.xml · nonDerivative · entry 6 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,006 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 |
| March 23, 2021 Filed Mar 25, 2021 21:44 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 610 | $128.99 | $78,683.90 |
DisclosureSEC source: 0001666071-21-000043 · wf-form4_161670868434777.xml · nonDerivative · entry 5 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,106 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 $128.68 to $129.47, inclusive. Read SEC document |
| March 23, 2021 Filed Mar 25, 2021 21:44 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 500 | $126.66 | $63,330.00 |
DisclosureSEC source: 0001666071-21-000043 · wf-form4_161670868434777.xml · nonDerivative · entry 4 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,716 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 $126.305 to $127.20, inclusive. Read SEC document |
| March 23, 2021 Filed Mar 25, 2021 21:44 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 300 | $125.15 | $37,545.00 |
DisclosureSEC source: 0001666071-21-000043 · wf-form4_161670868434777.xml · nonDerivative · entry 3 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,216 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 $124.645 to $125.595, inclusive. Read SEC document |
| March 23, 2021 Filed Mar 25, 2021 21:44 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 629 | $123.63 | $77,763.27 |
DisclosureSEC source: 0001666071-21-000043 · wf-form4_161670868434777.xml · nonDerivative · entry 2 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,516 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 $123.34 to $124.11, 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), (6), (7), (8), (9) and (10) to this Form 4. Read SEC document |
| March 23, 2021 Filed Mar 25, 2021 21:44 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 2,139 | $8.32 | $17,796.48 |
DisclosureSEC source: 0001666071-21-000043 · wf-form4_161670868434777.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 299,145 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.