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 |
|---|---|---|---|---|---|---|
| February 11, 2021 Filed Feb 12, 2021 23:36 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: 0001666071-21-000011 · wf-form4_161317295842273.xml · derivative · entry 20 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,980 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. F15 · derivative.exercise_date: Fully vested. Read SEC document |
| February 11, 2021 Filed Feb 12, 2021 23:36 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 314 | $154.98 | $48,663.72 |
DisclosureSEC source: 0001666071-21-000011 · wf-form4_161317295842273.xml · nonDerivative · entry 16 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. F12 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $154.84 to $155.22, inclusive. Read SEC document |
| February 11, 2021 Filed Feb 12, 2021 23:36 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 400 | $154.46 | $61,784.00 |
DisclosureSEC source: 0001666071-21-000011 · wf-form4_161317295842273.xml · nonDerivative · entry 15 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,320 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 2, 2020. F11 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $153.83 to $154.70, inclusive. Read SEC document |
| February 11, 2021 Filed Feb 12, 2021 23:36 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 100 | $153.71 | $15,371.00 |
DisclosureSEC source: 0001666071-21-000011 · wf-form4_161317295842273.xml · nonDerivative · entry 14 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,720 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 |
| February 11, 2021 Filed Feb 12, 2021 23:36 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 400 | $152.74 | $61,096.00 |
DisclosureSEC source: 0001666071-21-000011 · wf-form4_161317295842273.xml · nonDerivative · entry 13 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,820 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 $152.29 to $153.00, inclusive. Read SEC document |
| February 11, 2021 Filed Feb 12, 2021 23:36 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 610 | $151.78 | $92,585.80 |
DisclosureSEC source: 0001666071-21-000011 · wf-form4_161317295842273.xml · nonDerivative · entry 12 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,220 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 $151.09 to $152.08, inclusive. Read SEC document |
| February 11, 2021 Filed Feb 12, 2021 23:36 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 215 | $150.89 | $32,441.35 |
DisclosureSEC source: 0001666071-21-000011 · wf-form4_161317295842273.xml · nonDerivative · entry 11 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,830 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 $150.70 to $151.06, inclusive. Read SEC document |
| February 11, 2021 Filed Feb 12, 2021 23:36 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 100 | $149.41 | $14,941.00 |
DisclosureSEC source: 0001666071-21-000011 · wf-form4_161317295842273.xml · nonDerivative · entry 10 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 299,045 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 |
| February 11, 2021 Filed Feb 12, 2021 23:36 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 2,139 | $8.32 | $17,796.48 |
DisclosureSEC source: 0001666071-21-000011 · wf-form4_161317295842273.xml · nonDerivative · entry 9 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 |
| February 10, 2021 Filed Feb 12, 2021 23:36 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: 0001666071-21-000011 · wf-form4_161317295842273.xml · derivative · entry 19 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,119 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. F15 · derivative.exercise_date: Fully vested. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 23:36 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 100 | $157.98 | $15,798.00 |
DisclosureSEC source: 0001666071-21-000011 · wf-form4_161317295842273.xml · nonDerivative · entry 8 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 |
| February 10, 2021 Filed Feb 12, 2021 23:36 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 500 | $155.72 | $77,860.00 |
DisclosureSEC source: 0001666071-21-000011 · wf-form4_161317295842273.xml · nonDerivative · entry 7 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. F7 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $155.19 to $156.03, inclusive. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 23:36 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 100 | $154.16 | $15,416.00 |
DisclosureSEC source: 0001666071-21-000011 · wf-form4_161317295842273.xml · nonDerivative · entry 6 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,606 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 $154.15 to $154.22, inclusive. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 23:36 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 315 | $153.08 | $48,220.20 |
DisclosureSEC source: 0001666071-21-000011 · wf-form4_161317295842273.xml · nonDerivative · entry 5 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,706 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 $152.62 to $153.57, inclusive. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 23:36 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 500 | $151.80 | $75,900.00 |
DisclosureSEC source: 0001666071-21-000011 · wf-form4_161317295842273.xml · nonDerivative · entry 4 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,021 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 $151.31 to $152.26, inclusive. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 23:36 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 498 | $151.05 | $75,222.90 |
DisclosureSEC source: 0001666071-21-000011 · wf-form4_161317295842273.xml · nonDerivative · entry 3 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,521 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 $150.92 to $151.16, inclusive. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 23:36 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 126 | $150.19 | $18,923.94 |
DisclosureSEC source: 0001666071-21-000011 · wf-form4_161317295842273.xml · nonDerivative · entry 2 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 299,019 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 $150.00 to $150.91, 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), (10), (11) and (12) to this Form 4. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 23:36 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 2,139 | $8.32 | $17,796.48 |
DisclosureSEC source: 0001666071-21-000011 · wf-form4_161317295842273.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 |
| January 06, 2021 Filed Jan 7, 2021 21:15 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: 0001666071-21-000003 · wf-form4_161005411663716.xml · derivative · entry 14 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,258 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. F12 · derivative.exercise_date: Fully vested. Read SEC document |
| January 06, 2021 Filed Jan 7, 2021 21:15 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 500 | $139.07 | $69,535.00 |
DisclosureSEC source: 0001666071-21-000003 · wf-form4_161005411663716.xml · nonDerivative · entry 10 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. F9 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $138.79 to $139.22, inclusive. Read SEC document |
| January 06, 2021 Filed Jan 7, 2021 21:15 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 444 | $138.08 | $61,307.52 |
DisclosureSEC source: 0001666071-21-000003 · wf-form4_161005411663716.xml · nonDerivative · entry 9 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. F8 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $137.80 to $138.85, inclusive. Read SEC document |
| January 06, 2021 Filed Jan 7, 2021 21:15 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 303 | $137.29 | $41,598.87 |
DisclosureSEC source: 0001666071-21-000003 · wf-form4_161005411663716.xml · nonDerivative · entry 8 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,950 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 $136.61 to $137.43, inclusive. Read SEC document |
| January 06, 2021 Filed Jan 7, 2021 21:15 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 892 | $135.82 | $121,151.44 |
DisclosureSEC source: 0001666071-21-000003 · wf-form4_161005411663716.xml · nonDerivative · entry 7 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,253 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 $135.49 to $136.48, inclusive. Read SEC document |
| January 06, 2021 Filed Jan 7, 2021 21:15 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 2,139 | $8.32 | $17,796.48 |
DisclosureSEC source: 0001666071-21-000003 · wf-form4_161005411663716.xml · nonDerivative · entry 6 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 |
| January 05, 2021 Filed Jan 7, 2021 21:15 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: 0001666071-21-000003 · wf-form4_161005411663716.xml · derivative · entry 13 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,397 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. F12 · derivative.exercise_date: Fully vested. Read SEC document |
| January 05, 2021 Filed Jan 7, 2021 21:15 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 300 | $137.50 | $41,250.00 |
DisclosureSEC source: 0001666071-21-000003 · wf-form4_161005411663716.xml · nonDerivative · entry 5 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. F5 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $137.07 to $137.94, inclusive. Read SEC document |
| January 05, 2021 Filed Jan 7, 2021 21:15 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 619 | $135.92 | $84,134.48 |
DisclosureSEC source: 0001666071-21-000003 · wf-form4_161005411663716.xml · nonDerivative · entry 4 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,306 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 $135.62 to $136.38, inclusive. Read SEC document |
| January 05, 2021 Filed Jan 7, 2021 21:15 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 400 | $134.82 | $53,928.00 |
DisclosureSEC source: 0001666071-21-000003 · wf-form4_161005411663716.xml · nonDerivative · entry 3 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,925 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 $134.61 to $134.98, inclusive. Read SEC document |
| January 05, 2021 Filed Jan 7, 2021 21:15 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 820 | $134.11 | $109,970.20 |
DisclosureSEC source: 0001666071-21-000003 · wf-form4_161005411663716.xml · nonDerivative · entry 2 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,325 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 $133.57 to $134.53, 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) and (9) to this Form 4. Read SEC document |
| January 05, 2021 Filed Jan 7, 2021 21:15 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 2,139 | $8.32 | $17,796.48 |
DisclosureSEC source: 0001666071-21-000003 · wf-form4_161005411663716.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 |
| December 14, 2020 Filed Dec 16, 2020 23:30 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 200 | $139.07 | $27,814.00 |
DisclosureSEC source: 0001666071-20-000306 · wf-form4_160816138763891.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 November 12, 2020. F8 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $139.03 to $139.11, inclusive. Read SEC document |
| December 14, 2020 Filed Dec 16, 2020 23:30 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 2,896 | $138.34 | $400,632.64 |
DisclosureSEC source: 0001666071-20-000306 · wf-form4_160816138763891.xml · nonDerivative · entry 5 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 November 12, 2020. F7 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $137.95 to $138.91, inclusive. Read SEC document |
| December 14, 2020 Filed Dec 16, 2020 23:30 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 3,692 | $137.53 | $507,760.76 |
DisclosureSEC source: 0001666071-20-000306 · wf-form4_160816138763891.xml · nonDerivative · entry 4 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,102 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020. F6 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $136.94 to $137.93, inclusive. Read SEC document |
| December 14, 2020 Filed Dec 16, 2020 23:30 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,612 | $136.44 | $219,941.28 |
DisclosureSEC source: 0001666071-20-000306 · wf-form4_160816138763891.xml · nonDerivative · entry 3 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 303,794 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020. F5 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $135.90 to $136.80, inclusive. Read SEC document |
| December 14, 2020 Filed Dec 16, 2020 23:30 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 848 | $135.36 | $114,785.28 |
DisclosureSEC source: 0001666071-20-000306 · wf-form4_160816138763891.xml · nonDerivative · entry 2 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 305,406 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020. F4 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $134.89 to $135.80, inclusive. Read SEC document |
| December 14, 2020 Filed Dec 16, 2020 23:30 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 752 | $134.34 | $101,023.68 |
DisclosureSEC source: 0001666071-20-000306 · wf-form4_160816138763891.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 306,254 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 12, 2020. F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $133.82 to $134.79, 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), (4), (5), (6), (7) and (8) to this Form 4. F3 · balance_after: Includes 158 shares of Common Stock acquired under the Issuer's Employee Stock Purchase Plan. Read SEC document |
| November 27, 2020 Filed Nov 30, 2020 22:08 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 3,251 | $119.69 | $389,112.19 |
DisclosureSEC source: 0001666071-20-000293 · wf-form4_160677408926858.xml · nonDerivative · entry 3 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 306,848 F2 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for PSUs that vested on November 25, 2020. F4 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $119.30 to $120.16, inclusive. Read SEC document |
| November 27, 2020 Filed Nov 30, 2020 22:08 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 3,297 | $118.86 | $391,881.42 |
DisclosureSEC source: 0001666071-20-000293 · wf-form4_160677408926858.xml · nonDerivative · entry 2 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 310,099 F2 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for PSUs that vested on November 25, 2020. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $118.30 to $119.28, 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) and (4) to this Form 4. Read SEC document |
| November 25, 2020 Filed Nov 30, 2020 22:08 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionPerformance Stock Unit · Derivative | 14,062 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-20-000293 · wf-form4_160677408926858.xml · derivative · entry 6 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 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. F1 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's Common Stock. F7 · derivative.exercise_date: On November 25, 2019, the Compensation Committee of the Issuer's Board of Directors certified that a minimum cumulative adjusted EBITDA target over a trailing 12-month period of the Issuer's common stock was achieved (the "Certification") resulting in the award of the tranche of the PSU grant related to achieving the adjusted EBITDA target ("EBITDA tranche"). Fifty percent (50%) of the shares subject to the EBITDA tranche of the awarded PSU vested upon the Certification and were delivered on November 25, 2019. Twenty-five percent (25%) of the shares subject to the EBITDA tranche of the awarded PSU vested on May 25, 2020, 6 months after the Certification. The final twenty-five percent (25%) of the shares subject to the EBITDA tranche of the awarded PSU vested on November 25, 2020, 12 months after the Certification. F7 · derivative.expiration_date: On November 25, 2019, the Compensation Committee of the Issuer's Board of Directors certified that a minimum cumulative adjusted EBITDA target over a trailing 12-month period of the Issuer's common stock was achieved (the "Certification") resulting in the award of the tranche of the PSU grant related to achieving the adjusted EBITDA target ("EBITDA tranche"). Fifty percent (50%) of the shares subject to the EBITDA tranche of the awarded PSU vested upon the Certification and were delivered on November 25, 2019. Twenty-five percent (25%) of the shares subject to the EBITDA tranche of the awarded PSU vested on May 25, 2020, 6 months after the Certification. The final twenty-five percent (25%) of the shares subject to the EBITDA tranche of the awarded PSU vested on November 25, 2020, 12 months after the Certification. Read SEC document |
| November 25, 2020 Filed Nov 30, 2020 22:08 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 14,062 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001666071-20-000293 · wf-form4_160677408926858.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 313,396 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. Read SEC document |
| November 09, 2020 Filed Nov 11, 2020 01:46 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Units · Derivative | 583 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-20-000285 · wf-form4_160505919853904.xml · derivative · entry 6 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 583 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent F5 · derivative.exercise_date: The RSUs are immediately vested. F5 · derivative.expiration_date: The RSUs are immediately vested. Read SEC document |
| November 09, 2020 Filed Nov 11, 2020 01:46 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GrantRestricted Stock Units · Derivative | 583 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-20-000285 · wf-form4_160505919853904.xml · derivative · entry 5 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 583 Underlying: Common Stock · 583 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 F5 · derivative.exercise_date: The RSUs are immediately vested. F5 · derivative.expiration_date: The RSUs are immediately vested. Read SEC document |
| November 09, 2020 Filed Nov 11, 2020 01:46 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 237 | $100.41 | $23,797.17 |
DisclosureSEC source: 0001666071-20-000285 · wf-form4_160505919853904.xml · nonDerivative · entry 2 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 299,334 F2 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for RSUs granted on November 9, 2020. Read SEC document |
| November 09, 2020 Filed Nov 11, 2020 01:46 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 583 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-20-000285 · wf-form4_160505919853904.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 299,571 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent Read SEC document |
| August 27, 2020 Filed Aug 28, 2020 20:09 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,260 | $81.76 | $103,017.60 |
DisclosureSEC source: 0001666071-20-000259 · wf-form4_159864532852688.xml · nonDerivative · entry 4 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,988 F2 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for PSUs that vested on August 26, 2020. F5 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $81.61 to $81.90, inclusive. Read SEC document |
| August 27, 2020 Filed Aug 28, 2020 20:09 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 2,896 | $80.90 | $234,286.40 |
DisclosureSEC source: 0001666071-20-000259 · wf-form4_159864532852688.xml · nonDerivative · entry 3 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,248 F2 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for PSUs that vested on August 26, 2020. F4 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $80.58 to $81.57, inclusive. Read SEC document |
| August 27, 2020 Filed Aug 28, 2020 20:09 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 2,241 | $80.18 | $179,683.38 |
DisclosureSEC source: 0001666071-20-000259 · wf-form4_159864532852688.xml · nonDerivative · entry 2 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 303,144 F2 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for PSUs that vested on August 26, 2020. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $79.58 to $80.57, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (3), (4) and (5) to this Form 4. Read SEC document |
| August 26, 2020 Filed Aug 28, 2020 20:09 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionPerformance Stock Unit · Derivative | 14,062 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-20-000259 · wf-form4_159864532852688.xml · derivative · entry 7 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,062 Underlying: Common Stock · 14,062 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. F1 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's Common Stock. F8 · derivative.exercise_date: On August 26, 2019, the Compensation Committee of the Issuer's Board of Directors certified that a target minimum trailing 30-day average closing price of the Issuer's common stock was achieved (the "Certification") resulting in the award of the tranche of the PSU grant related to achieving the stock price target ("stock price tranche"). Fifty percent (50%) of the shares subject to the stock price tranche of the awarded PSU vested upon the Certification and were delivered on November 25, 2019. Twenty-five percent (25%) of the shares subject to the stock price tranche of the awarded PSU vested on February 26, 2020, 6 months after the Certification. The final twenty-five percent (25%) of the shares subject to the stock price tranche of the awarded PSU vested on August 26, 2020, 12 months after the Certification. F8 · derivative.expiration_date: On August 26, 2019, the Compensation Committee of the Issuer's Board of Directors certified that a target minimum trailing 30-day average closing price of the Issuer's common stock was achieved (the "Certification") resulting in the award of the tranche of the PSU grant related to achieving the stock price target ("stock price tranche"). Fifty percent (50%) of the shares subject to the stock price tranche of the awarded PSU vested upon the Certification and were delivered on November 25, 2019. Twenty-five percent (25%) of the shares subject to the stock price tranche of the awarded PSU vested on February 26, 2020, 6 months after the Certification. The final twenty-five percent (25%) of the shares subject to the stock price tranche of the awarded PSU vested on August 26, 2020, 12 months after the Certification. Read SEC document |
| August 26, 2020 Filed Aug 28, 2020 20:09 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 14,062 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001666071-20-000259 · wf-form4_159864532852688.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 305,385 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. Read SEC document |
| August 13, 2020 Filed Aug 13, 2020 23:23 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 114 | $79.60 | $9,074.40 |
DisclosureSEC source: 0001666071-20-000250 · wf-form4_159736096664304.xml · nonDerivative · entry 2 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 291,323 F2 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for RSUs granted on August 11, 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.