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 |
|---|---|---|---|---|---|---|
| August 11, 2020 Filed Aug 13, 2020 23:23 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Units · Derivative | 277 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-20-000250 · wf-form4_159736096664304.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 · 277 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 |
| August 11, 2020 Filed Aug 13, 2020 23:23 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GrantRestricted Stock Units · Derivative | 277 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-20-000250 · wf-form4_159736096664304.xml · derivative · entry 5 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 277 Underlying: Common Stock · 277 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 |
| August 11, 2020 Filed Aug 13, 2020 23:23 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 277 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-20-000250 · wf-form4_159736096664304.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 291,437 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 |
| July 22, 2020 Filed Jul 23, 2020 20:49 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,000 | $73.43 | $73,430.00 |
DisclosureSEC source: 0001666071-20-000212 · wf-form4_159553736789588.xml · nonDerivative · entry 2 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 14,565 F3 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the trustees of the 2013 Lynne Marie Laube GRAT fbo Hayley Marie Allbright (the "HMA GRAT") on March 10, 2020. F4 · ownership.nature: The reportable securities are held by the HMA GRAT. Read SEC document |
| July 22, 2020 Filed Jul 23, 2020 20:49 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,000 | $73.43 | $73,430.00 |
DisclosureSEC source: 0001666071-20-000212 · wf-form4_159553736789588.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 14,565 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the trustees of the 2013 Lynne Marie Laube GRAT fbo Keegan George Allbright (the "KGA GRAT") on March 10, 2020. F2 · ownership.nature: The reportable securities are held by the KGA GRAT. Read SEC document |
| June 22, 2020 Filed Jun 24, 2020 12:51 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 71 | $77.26 | $5,485.46 |
DisclosureSEC source: 0001666071-20-000188 · wf-form4_159300309204162.xml · nonDerivative · entry 8 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 15,565 F4 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the trustees of the 2013 Lynne Marie Laube GRAT fbo Hayley Marie Allbright (the "HMA GRAT") on March 10, 2020. F5 · ownership.nature: The reportable securities are held by the 2013 Lynne Marie Laube GRAT fbo Hayley Marie Allbright. Read SEC document |
| June 22, 2020 Filed Jun 24, 2020 12:51 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 729 | $76.62 | $55,855.98 |
DisclosureSEC source: 0001666071-20-000188 · wf-form4_159300309204162.xml · nonDerivative · entry 7 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 15,636 F4 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the trustees of the 2013 Lynne Marie Laube GRAT fbo Hayley Marie Allbright (the "HMA GRAT") on March 10, 2020. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $76.25 to $77.08, 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) to this Form 4. F5 · ownership.nature: The reportable securities are held by the 2013 Lynne Marie Laube GRAT fbo Hayley Marie Allbright. Read SEC document |
| June 22, 2020 Filed Jun 24, 2020 12:51 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 100 | $75.07 | $7,507.00 |
DisclosureSEC source: 0001666071-20-000188 · wf-form4_159300309204162.xml · nonDerivative · entry 6 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 16,365 F4 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the trustees of the 2013 Lynne Marie Laube GRAT fbo Hayley Marie Allbright (the "HMA GRAT") on March 10, 2020. F5 · ownership.nature: The reportable securities are held by the 2013 Lynne Marie Laube GRAT fbo Hayley Marie Allbright. Read SEC document |
| June 22, 2020 Filed Jun 24, 2020 12:51 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 100 | $73.84 | $7,384.00 |
DisclosureSEC source: 0001666071-20-000188 · wf-form4_159300309204162.xml · nonDerivative · entry 5 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 16,465 F4 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the trustees of the 2013 Lynne Marie Laube GRAT fbo Hayley Marie Allbright (the "HMA GRAT") on March 10, 2020. F5 · ownership.nature: The reportable securities are held by the 2013 Lynne Marie Laube GRAT fbo Hayley Marie Allbright. Read SEC document |
| June 22, 2020 Filed Jun 24, 2020 12:51 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 100 | $77.26 | $7,726.00 |
DisclosureSEC source: 0001666071-20-000188 · wf-form4_159300309204162.xml · nonDerivative · entry 4 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 15,565 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the trustees of the 2013 Lynne Marie Laube GRAT fbo Keegan George Allbright (the "KGA GRAT") on March 10, 2020. F2 · ownership.nature: The reportable securities are held by the 2013 Lynne Marie Laube GRAT fbo Keegan George Allbright. Read SEC document |
| June 22, 2020 Filed Jun 24, 2020 12:51 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 700 | $76.65 | $53,655.00 |
DisclosureSEC source: 0001666071-20-000188 · wf-form4_159300309204162.xml · nonDerivative · entry 3 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 15,665 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the trustees of the 2013 Lynne Marie Laube GRAT fbo Keegan George Allbright (the "KGA GRAT") on March 10, 2020. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $76.25 to $77.08, 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) to this Form 4. F2 · ownership.nature: The reportable securities are held by the 2013 Lynne Marie Laube GRAT fbo Keegan George Allbright. Read SEC document |
| June 22, 2020 Filed Jun 24, 2020 12:51 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 100 | $75.07 | $7,507.00 |
DisclosureSEC source: 0001666071-20-000188 · wf-form4_159300309204162.xml · nonDerivative · entry 2 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 16,365 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the trustees of the 2013 Lynne Marie Laube GRAT fbo Keegan George Allbright (the "KGA GRAT") on March 10, 2020. F2 · ownership.nature: The reportable securities are held by the 2013 Lynne Marie Laube GRAT fbo Keegan George Allbright. Read SEC document |
| June 22, 2020 Filed Jun 24, 2020 12:51 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 100 | $73.84 | $7,384.00 |
DisclosureSEC source: 0001666071-20-000188 · wf-form4_159300309204162.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 16,465 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the trustees of the 2013 Lynne Marie Laube GRAT fbo Keegan George Allbright (the "KGA GRAT") on March 10, 2020. F2 · ownership.nature: The reportable securities are held by the 2013 Lynne Marie Laube GRAT fbo Keegan George Allbright. Read SEC document |
| May 27, 2020 Filed May 27, 2020 22:05 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 6,448 | $66.32 | $427,631.36 |
DisclosureSEC source: 0001666071-20-000152 · wf-form4_159061710878657.xml · nonDerivative · entry 2 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 291,160 F2 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for PSUs that vested on May 25, 2020. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $66.31 to $66.45, 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 footnote (3) to this Form 4. Read SEC document |
| May 25, 2020 Filed May 27, 2020 22:05 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionPerformance Stock Unit · Derivative | 14,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-20-000152 · wf-form4_159061710878657.xml · derivative · entry 5 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,124 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. F1 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's Common Stock. F6 · 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, and twenty-five percent (25%) of the shares subject to the EBITDA tranche of the awarded PSU will vest 12 months after the Certification. F6 · 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, and twenty-five percent (25%) of the shares subject to the EBITDA tranche of the awarded PSU will vest 12 months after the Certification. Read SEC document |
| May 25, 2020 Filed May 27, 2020 22:05 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 14,063 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001666071-20-000152 · wf-form4_159061710878657.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,608 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 |
| May 22, 2020 Filed May 23, 2020 01:27 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,000 | $68.46 | $68,460.00 |
DisclosureSEC source: 0001666071-20-000147 · wf-form4_159019722460716.xml · nonDerivative · entry 4 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 16,565 F4 · ownership.nature: The reportable securities are held by the 2013 Lynne Marie Laube GRAT fbo Hayley Marie Allbright. Read SEC document |
| May 22, 2020 Filed May 23, 2020 01:27 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,000 | $68.46 | $68,460.00 |
DisclosureSEC source: 0001666071-20-000147 · wf-form4_159019722460716.xml · nonDerivative · entry 3 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 16,565 F3 · ownership.nature: The reportable securities are held by the 2013 Lynne Marie Laube GRAT fbo Keegan George Allbright. Read SEC document |
| May 21, 2020 Filed May 23, 2020 01:27 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 100 | $67.67 | $6,767.01 |
DisclosureSEC source: 0001666071-20-000147 · wf-form4_159019722460716.xml · nonDerivative · entry 2 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 283,545 F2 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for RSUs granted on May 20, 2020. Read SEC document |
| May 20, 2020 Filed May 23, 2020 01:27 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Units · Derivative | 355 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-20-000147 · wf-form4_159019722460716.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 · 355 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. F5 · 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. F6 · derivative.exercise_date: The RSUs are immediately vested. F6 · derivative.expiration_date: The RSUs are immediately vested. Read SEC document |
| May 20, 2020 Filed May 23, 2020 01:27 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GrantRestricted Stock Units · Derivative | 355 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-20-000147 · wf-form4_159019722460716.xml · derivative · entry 5 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 355 Underlying: Common Stock · 355 shares Expires not disclosed F5 · 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. F6 · derivative.exercise_date: The RSUs are immediately vested. F6 · derivative.expiration_date: The RSUs are immediately vested. Read SEC document |
| May 20, 2020 Filed May 23, 2020 01:27 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 355 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-20-000147 · wf-form4_159019722460716.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 283,645 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 · balance_after: Includes 289 shares of Common Stock acquired under the Issuer's Employee Stock Purchase Plan. Read SEC document |
| May 12, 2020 Filed May 13, 2020 20:31 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,000 | $59.85 | $59,850.00 |
DisclosureSEC source: 0001666071-20-000132 · wf-form4_158940188540115.xml · nonDerivative · entry 2 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 17,565 F3 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the trustees of the 2013 Lynne Marie Laube GRAT fbo Hayley Marie Allbright (the "HMA GRAT") on May 14, 2019. F4 · ownership.nature: The reportable securities are held by the 2013 Lynne Marie Laube GRAT fbo Hayley Marie Allbright. Read SEC document |
| May 12, 2020 Filed May 13, 2020 20:31 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,000 | $59.85 | $59,850.00 |
DisclosureSEC source: 0001666071-20-000132 · wf-form4_158940188540115.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 17,565 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the trustees of the 2013 Lynne Marie Laube GRAT fbo Keegan George Allbright (the "KGA GRAT") on May 14, 2019. F2 · ownership.nature: The reportable securities are held by the 2013 Lynne Marie Laube GRAT fbo Keegan George Allbright. Read SEC document |
| April 13, 2020 Filed Apr 14, 2020 20:43 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 7,825 | $42.27 | $330,762.75 |
DisclosureSEC source: 0001666071-20-000108 · wf-form4_158689700841488.xml · nonDerivative · entry 3 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 283,001 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 5, 2018, as amended March 9, 2020. F4 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $42.085 to $42.77, inclusive. Read SEC document |
| April 13, 2020 Filed Apr 14, 2020 20:43 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 33,476 | $41.62 | $1,393,271.12 |
DisclosureSEC source: 0001666071-20-000108 · wf-form4_158689700841488.xml · nonDerivative · entry 2 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290,826 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 5, 2018, as amended March 9, 2020. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $41.08 to $42.06, inclusive. Read SEC document |
| April 13, 2020 Filed Apr 14, 2020 20:43 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 8,699 | $40.81 | $355,006.19 |
DisclosureSEC source: 0001666071-20-000108 · wf-form4_158689700841488.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 324,302 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 5, 2018, as amended March 9, 2020. F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $40.07 to $41.06, 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), and (4) to this Form 4. Read SEC document |
| April 01, 2020 Filed Apr 14, 2020 20:43 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GrantRestricted Stock Unit · Derivative | 80,645 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-20-000108 · wf-form4_158689700841488.xml · derivative · entry 6 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,645 Underlying: Common Stock · 80,645 shares Expires not disclosed F7 · 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. F8 · 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. F8 · 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 |
| March 20, 2020 Filed Mar 24, 2020 21:23 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 500 | $34.14 | $17,070.00 |
DisclosureSEC source: 0001666071-20-000087 · wf-form4_158508501947660.xml · nonDerivative · entry 4 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 333,001 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 5, 2018, as amended May 14, 2019. Read SEC document |
| March 20, 2020 Filed Mar 24, 2020 21:23 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,700 | $32.69 | $55,573.00 |
DisclosureSEC source: 0001666071-20-000087 · wf-form4_158508501947660.xml · nonDerivative · entry 3 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 333,501 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 5, 2018, as amended May 14, 2019. F4 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $32.43 to $33.183, inclusive. Read SEC document |
| March 20, 2020 Filed Mar 24, 2020 21:23 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 940 | $31.43 | $29,544.20 |
DisclosureSEC source: 0001666071-20-000087 · wf-form4_158508501947660.xml · nonDerivative · entry 2 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 335,201 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 5, 2018, as amended May 14, 2019. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $30.83 to $31.82, inclusive. Read SEC document |
| March 20, 2020 Filed Mar 24, 2020 21:23 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 2,600 | $30.24 | $78,624.00 |
DisclosureSEC source: 0001666071-20-000087 · wf-form4_158508501947660.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 336,141 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 5, 2018, as amended May 14, 2019. F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $29.79 to $30.72, 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), and (4) to this Form 4. Read SEC document |
| March 09, 2020 Filed Mar 11, 2020 23:21 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 150 | $46.01 | $6,901.50 |
DisclosureSEC source: 0001666071-20-000078 · wf-form4_158396886679311.xml · nonDerivative · entry 3 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 338,741 F1 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for performance stock units that vested on February 26, 2020. Read SEC document |
| March 09, 2020 Filed Mar 11, 2020 23:21 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,050 | $45.18 | $47,439.00 |
DisclosureSEC source: 0001666071-20-000078 · wf-form4_158396886679311.xml · nonDerivative · entry 2 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 338,891 F1 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for performance stock units that vested on February 26, 2020. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $45.01 to $45.88, inclusive. Read SEC document |
| March 09, 2020 Filed Mar 11, 2020 23:21 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 3,909 | $44.40 | $173,559.60 |
DisclosureSEC source: 0001666071-20-000078 · wf-form4_158396886679311.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 339,941 F1 · kind: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for performance stock units that vested on February 26, 2020. F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $44.01 to $44.75, 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) and (3) to this Form 4. Read SEC document |
| February 26, 2020 Filed Mar 3, 2020 00:34 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionPerformance Stock Unit · Derivative | 14,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-20-000045 · wf-form4_158319563221747.xml · derivative · entry 4 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,187 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. 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 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, and have not yet been delivered. The final twenty-five percent (25%) of the shares subject to the stock price tranche of the awarded PSU will vest 12 months after the Certification. F5 · 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, and have not yet been delivered. The final twenty-five percent (25%) of the shares subject to the stock price tranche of the awarded PSU will vest 12 months after the Certification. Read SEC document |
| February 26, 2020 Filed Mar 3, 2020 00:34 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 14,063 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001666071-20-000045 · wf-form4_158319563221747.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343,850 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 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 |
| February 20, 2020 Filed Feb 20, 2020 21:55 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 300 | $101.61 | $30,483.00 |
DisclosureSEC source: 0001666071-20-000031 · wf-form4_158223572247503.xml · nonDerivative · entry 6 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 329,787 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 5, 2018, as amended May 14, 2019. F7 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $101.60 to $101.63, inclusive. Read SEC document |
| February 20, 2020 Filed Feb 20, 2020 21:55 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 400 | $100.64 | $40,256.00 |
DisclosureSEC source: 0001666071-20-000031 · wf-form4_158223572247503.xml · nonDerivative · entry 5 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 330,087 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 5, 2018, as amended May 14, 2019. F6 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $100.39 to $101.06, inclusive. Read SEC document |
| February 20, 2020 Filed Feb 20, 2020 21:55 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,268 | $99.62 | $126,318.16 |
DisclosureSEC source: 0001666071-20-000031 · wf-form4_158223572247503.xml · nonDerivative · entry 4 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 330,487 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 5, 2018, as amended May 14, 2019. F5 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $99.30 to $100.25, inclusive. Read SEC document |
| February 20, 2020 Filed Feb 20, 2020 21:55 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 2,172 | $98.96 | $214,941.12 |
DisclosureSEC source: 0001666071-20-000031 · wf-form4_158223572247503.xml · nonDerivative · entry 3 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 331,755 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 5, 2018, as amended May 14, 2019. F4 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $98.30 to $99.18, inclusive. Read SEC document |
| February 20, 2020 Filed Feb 20, 2020 21:55 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 900 | $97.80 | $88,020.00 |
DisclosureSEC source: 0001666071-20-000031 · wf-form4_158223572247503.xml · nonDerivative · entry 2 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 333,927 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 5, 2018, as amended May 14, 2019. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $97.25 to $98.16, inclusive. Read SEC document |
| February 20, 2020 Filed Feb 20, 2020 21:55 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 700 | $96.55 | $67,585.00 |
DisclosureSEC source: 0001666071-20-000031 · wf-form4_158223572247503.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 334,827 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 5, 2018, as amended May 14, 2019. F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $95.93 to $96.84, 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) and (7) to this Form 4. Read SEC document |
| January 21, 2020 Filed Jan 21, 2020 22:32 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 225 | $88.78 | $19,975.50 |
DisclosureSEC source: 0001666071-20-000013 · wf-form4_157964590446368.xml · nonDerivative · entry 5 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 335,527 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 5, 2018, as amended May 14, 2019. F6 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $88.55 to $89.13, inclusive. Read SEC document |
| January 21, 2020 Filed Jan 21, 2020 22:32 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,800 | $88.12 | $158,616.00 |
DisclosureSEC source: 0001666071-20-000013 · wf-form4_157964590446368.xml · nonDerivative · entry 4 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 335,752 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 5, 2018, as amended May 14, 2019. F5 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $87.51 to $88.46, inclusive. Read SEC document |
| January 21, 2020 Filed Jan 21, 2020 22:32 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,645 | $86.80 | $142,786.00 |
DisclosureSEC source: 0001666071-20-000013 · wf-form4_157964590446368.xml · nonDerivative · entry 3 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 337,552 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 5, 2018, as amended May 14, 2019. F4 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $86.47 to $87.43, inclusive. Read SEC document |
| January 21, 2020 Filed Jan 21, 2020 22:32 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,370 | $85.97 | $117,778.90 |
DisclosureSEC source: 0001666071-20-000013 · wf-form4_157964590446368.xml · nonDerivative · entry 2 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 339,197 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 5, 2018, as amended May 14, 2019. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $85.46 to $86.45, inclusive. Read SEC document |
| January 21, 2020 Filed Jan 21, 2020 22:32 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 700 | $84.88 | $59,416.00 |
DisclosureSEC source: 0001666071-20-000013 · wf-form4_157964590446368.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 340,567 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 5, 2018, as amended May 14, 2019. F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $84.41 to $85.16, 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) and (6) to this Form 4. Read SEC document |
| December 23, 2019 Filed Dec 23, 2019 22:38 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 52 | $61.47 | $3,196.44 |
DisclosureSEC source: 0001666071-19-000189 · wf-form4_157714066272824.xml · nonDerivative · entry 7 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 18,565 F9 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the trustees of the 2013 Lynne Marie Laube GRAT fbo Hayley Marie Allbright (the "HMA GRAT") on May 14, 2019. F8 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $61.47 to $61.48, inclusive. F10 · ownership.nature: The reportable securities are held by the HMA GRAT. Read SEC document |
| December 23, 2019 Filed Dec 23, 2019 22:38 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 678 | $60.99 | $41,351.22 |
DisclosureSEC source: 0001666071-19-000189 · wf-form4_157714066272824.xml · nonDerivative · entry 6 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 18,617 F9 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the trustees of the 2013 Lynne Marie Laube GRAT fbo Hayley Marie Allbright (the "HMA GRAT") on May 14, 2019. F6 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $60.41 to $61.33, inclusive. F10 · ownership.nature: The reportable securities are held by the HMA GRAT. 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.