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 |
|---|---|---|---|---|---|---|
| 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 5 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 18,565 F5 · 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. 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. F7 · ownership.nature: The reportable securities are held by the KGA 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 4 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 18,617 F5 · 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. 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. F7 · ownership.nature: The reportable securities are held by the KGA GRAT. Read SEC document |
| December 20, 2019 Filed Dec 23, 2019 22:38 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 990 | $61.28 | $60,667.20 |
DisclosureSEC source: 0001666071-19-000189 · wf-form4_157714066272824.xml · nonDerivative · entry 3 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 341,267 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 $61.18 to $61.42, inclusive. Read SEC document |
| December 20, 2019 Filed Dec 23, 2019 22:38 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 3,850 | $60.84 | $234,234.00 |
DisclosureSEC source: 0001666071-19-000189 · wf-form4_157714066272824.xml · nonDerivative · entry 2 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 342,257 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 $60.12 to $61.10, inclusive. Read SEC document |
| December 20, 2019 Filed Dec 23, 2019 22:38 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 900 | $59.50 | $53,550.00 |
DisclosureSEC source: 0001666071-19-000189 · wf-form4_157714066272824.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 346,107 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 $58.975 to $59.80, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (2), (3), (4), (6) and (8) to this Form 4. Read SEC document |
| November 26, 2019 Filed Nov 28, 2019 00:11 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 8,898 | $56.26 | $500,601.48 |
DisclosureSEC source: 0001666071-19-000164 · wf-form4_157489989397063.xml · nonDerivative · entry 4 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 347,007 F2 · kind: Shares sold to satisfy withholding tax obligations upon the vesting of the performance stock units. F4 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $56.00 to $56.87, inclusive. Read SEC document |
| November 26, 2019 Filed Nov 28, 2019 00:11 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 17,300 | $55.89 | $966,897.00 |
DisclosureSEC source: 0001666071-19-000164 · wf-form4_157489989397063.xml · nonDerivative · entry 3 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 355,905 F2 · kind: Shares sold to satisfy withholding tax obligations upon the vesting of the performance stock units. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $55.72 to $55.99, 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, 2019 Filed Nov 28, 2019 00:11 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionPerformance Stock Unit · Derivative | 28,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-19-000164 · wf-form4_157489989397063.xml · derivative · entry 9 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,250 Underlying: Common Stock · 28,125 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's Common Stock. 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 will vest 6 months after the Certification, and twenty-five percent (25%) of the shares subject to the stock price tranche of the awarded PSU will vest 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 will vest 6 months after the Certification, and 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 |
| November 25, 2019 Filed Nov 28, 2019 00:11 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionPerformance Stock Unit · Derivative | 28,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-19-000164 · wf-form4_157489989397063.xml · derivative · entry 8 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,375 Underlying: Common Stock · 28,125 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's Common Stock. 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, twenty-five percent (25%) of the shares subject to the EBITDA tranche of the awarded PSU will vest 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. 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, twenty-five percent (25%) of the shares subject to the EBITDA tranche of the awarded PSU will vest 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 |
| November 25, 2019 Filed Nov 28, 2019 00:11 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GrantPerformance Stock Unit · Derivative | 56,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-19-000164 · wf-form4_157489989397063.xml · derivative · entry 7 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,500 Underlying: Common Stock · 56,250 shares Expires not disclosed F1 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's Common Stock. 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, twenty-five percent (25%) of the shares subject to the EBITDA tranche of the awarded PSU will vest 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. 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, twenty-five percent (25%) of the shares subject to the EBITDA tranche of the awarded PSU will vest 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 |
| November 25, 2019 Filed Nov 28, 2019 00:11 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 28,125 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001666071-19-000164 · wf-form4_157489989397063.xml · nonDerivative · entry 2 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 373,205 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 25, 2019 Filed Nov 28, 2019 00:11 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 28,125 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001666071-19-000164 · wf-form4_157489989397063.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 345,080 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 22, 2019 Filed Nov 22, 2019 21:09 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 436 | $56.76 | $24,747.36 |
DisclosureSEC source: 0001666071-19-000156 · wf-form4_157445697322085.xml · nonDerivative · entry 5 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 19,589 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 $56.25 to $57.24, inclusive. F10 · ownership.nature: The reportable securities are held by the HMA GRAT. The Reporting Person is the trustee of the HMA GRAT. Read SEC document |
| November 22, 2019 Filed Nov 22, 2019 21:09 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 294 | $57.49 | $16,902.06 |
DisclosureSEC source: 0001666071-19-000156 · wf-form4_157445697322085.xml · nonDerivative · entry 4 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 19,295 F5 · 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. F8 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $57.25 to $57.86, inclusive. F7 · ownership.nature: The reportable securities are held by the KGA GRAT. The Reporting Person is the trustee of the KGA GRAT. Read SEC document |
| November 22, 2019 Filed Nov 22, 2019 21:09 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 436 | $56.76 | $24,747.36 |
DisclosureSEC source: 0001666071-19-000156 · wf-form4_157445697322085.xml · nonDerivative · entry 3 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 19,589 F5 · 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. F6 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $56.25 to $57.24, inclusive. F7 · ownership.nature: The reportable securities are held by the KGA GRAT. The Reporting Person is the trustee of the KGA GRAT. Read SEC document |
| November 22, 2019 Filed Nov 26, 2019 22:50 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 39,963 | $0.00 Strike: $8.32 | $0.00 |
DisclosureSEC source: 0001666071-19-000158 · wf-form4_157480861431325.xml · derivative · entry 4 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,536 Underlying: Common Stock · 39,963 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. F3 · derivative.exercise_date: Fully vested. Read SEC document |
| November 22, 2019 Filed Nov 26, 2019 22:50 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 39,963 | $8.32 | $332,492.16 |
DisclosureSEC source: 0001666071-19-000158 · wf-form4_157480861431325.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316,955 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 21, 2019 Filed Nov 22, 2019 21:09 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 294 | $57.49 | $16,902.06 |
DisclosureSEC source: 0001666071-19-000156 · wf-form4_157445697322085.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: 19,295 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 $57.25 to $57.86, inclusive. F10 · ownership.nature: The reportable securities are held by the HMA GRAT. The Reporting Person is the trustee of the HMA GRAT. Read SEC document |
| November 20, 2019 Filed Nov 22, 2019 21:09 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 3,136 | $59.07 | $185,243.52 |
DisclosureSEC source: 0001666071-19-000156 · wf-form4_157445697322085.xml · nonDerivative · entry 2 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 276,992 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 $58.79 to $59.36, inclusive. Read SEC document |
| November 20, 2019 Filed Nov 22, 2019 21:09 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 2,604 | $58.40 | $152,073.60 |
DisclosureSEC source: 0001666071-19-000156 · wf-form4_157445697322085.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,128 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 $57.79 to $58.77, 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), (6) and (8) to this Form 4. F3 · balance_after: Includes 475 shares of Common Stock acquired under the Issuer's Employee Stock Purchase Plan. Read SEC document |
| October 22, 2019 Filed Oct 23, 2019 20:41 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 90 | $37.93 | $3,413.70 |
DisclosureSEC source: 0001666071-19-000132 · wf-form4_157186323660684.xml · nonDerivative · entry 5 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 20,025 F7 · 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. F9 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $37.85 to $38.00, inclusive. F8 · ownership.nature: The reportable securities are held by the HMA GRAT. The Reporting Person is the trustee of the HMA GRAT. Read SEC document |
| October 22, 2019 Filed Oct 23, 2019 20:41 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 640 | $37.30 | $23,872.00 |
DisclosureSEC source: 0001666071-19-000132 · wf-form4_157186323660684.xml · nonDerivative · entry 4 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 20,115 F7 · 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 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $36.76 to $37.75, inclusive. F8 · ownership.nature: The reportable securities are held by the HMA GRAT. The Reporting Person is the trustee of the HMA GRAT. Read SEC document |
| October 22, 2019 Filed Oct 23, 2019 20:41 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 91 | $37.93 | $3,451.63 |
DisclosureSEC source: 0001666071-19-000132 · wf-form4_157186323660684.xml · nonDerivative · entry 3 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 20,025 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 Keegan George Allbright (the "KGA 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 $37.85 to $38.15, inclusive. F5 · ownership.nature: The reportable securities are held by the KGA GRAT. The Reporting Person is the trustee of the KGA GRAT. Read SEC document |
| October 22, 2019 Filed Oct 23, 2019 20:41 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 639 | $37.30 | $23,834.70 |
DisclosureSEC source: 0001666071-19-000132 · wf-form4_157186323660684.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: 20,116 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 Keegan George Allbright (the "KGA GRAT") on 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 $36.76 to $37.75, inclusive. F5 · ownership.nature: The reportable securities are held by the KGA GRAT. The Reporting Person is the trustee of the KGA GRAT. Read SEC document |
| October 21, 2019 Filed Oct 23, 2019 20:41 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 5,740 | $37.99 | $218,062.60 |
DisclosureSEC source: 0001666071-19-000132 · wf-form4_157186323660684.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 282,257 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 $37.40 to $38.25, 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), (6) and (9) to this Form 4. Read SEC document |
| September 23, 2019 Filed Sep 24, 2019 20:42 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 730 | $36.00 | $26,280.00 |
DisclosureSEC source: 0001666071-19-000120 · wf-form4_156935772264573.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: 20,755 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 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 $35.66 to $36.36, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (2) to this Form 4. F5 · ownership.nature: The reportable securities are held by the 2013 Lynne Marie Laube GRAT fbo Hayley Marie Allbright (the "HMA GRAT"). The Reporting Person is the trustee of the HMA GRAT. Read SEC document |
| September 23, 2019 Filed Sep 24, 2019 20:42 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 730 | $36.00 | $26,280.00 |
DisclosureSEC source: 0001666071-19-000120 · wf-form4_156935772264573.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: 20,755 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 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $35.66 to $36.36, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (2) to this Form 4. F3 · ownership.nature: The reportable securities are held by the 2013 Lynne Marie Laube GRAT fbo Keegan George Allbright (the "KGA GRAT"). The Reporting Person is the trustee of the KGA GRAT. Read SEC document |
| September 20, 2019 Filed Sep 23, 2019 13:04 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 5,740 | $35.84 | $205,721.60 |
DisclosureSEC source: 0001666071-19-000118 · wf-form4_156924387844824.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 287,997 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 $35.41 to $36.29, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (2) to this Form 4. Read SEC document |
| September 13, 2019 Filed Sep 13, 2019 20:35 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 20,000 | $32.30 | $646,000.00 |
DisclosureSEC source: 0001666071-19-000113 · wf-form4_156840692085896.xml · nonDerivative · entry 3 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 21,485 F1 · kind: Shares sold pursuant to the prospectus supplement dated September 10, 2019, to the prospectus dated August 29, 2019. F3 · ownership.nature: The reportable securities are held by the 2013 Lynne Marie Laube GRAT fbo Hayley Marie Allbright (the "HMA GRAT"). The Reporting Person is the trustee of the HMA GRAT. Read SEC document |
| September 13, 2019 Filed Sep 13, 2019 20:35 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 20,000 | $32.30 | $646,000.00 |
DisclosureSEC source: 0001666071-19-000113 · wf-form4_156840692085896.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: 21,485 F1 · kind: Shares sold pursuant to the prospectus supplement dated September 10, 2019, to the prospectus dated August 29, 2019. F2 · ownership.nature: The reportable securities are held by the 2013 Lynne Marie Laube GRAT fbo Keegan George Allbright (the "KGA GRAT"). The Reporting Person is the trustee of the KGA GRAT. Read SEC document |
| September 13, 2019 Filed Sep 13, 2019 20:35 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 160,000 | $32.30 | $5,168,000.00 |
DisclosureSEC source: 0001666071-19-000113 · wf-form4_156840692085896.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 293,737 F1 · kind: Shares sold pursuant to the prospectus supplement dated September 10, 2019, to the prospectus dated August 29, 2019. Read SEC document |
| August 26, 2019 Filed Aug 28, 2019 21:04 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GrantPerformance Stock Unit · Derivative | 56,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-19-000106 · wf-form4_156702624492199.xml · derivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,250 Underlying: Common Stock · 56,250 shares Expires not disclosed F1 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's Common Stock. F2 · 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 first tranche of the PSU to be awarded, which shares are reflected in Column 5 above. Fifty percent (50%) of the shares subject to the first tranche of the PSU vested upon the Certification, twenty-five percent (25%) of the shares subject to the first tranche of the PSU will vest 6 months after the Certification, and twenty-five percent (25%) of the shares subject to the first tranche of the PSU will vest 12 months after the Certification. The PSU has not yet settled. F2 · 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 first tranche of the PSU to be awarded, which shares are reflected in Column 5 above. Fifty percent (50%) of the shares subject to the first tranche of the PSU vested upon the Certification, twenty-five percent (25%) of the shares subject to the first tranche of the PSU will vest 6 months after the Certification, and twenty-five percent (25%) of the shares subject to the first tranche of the PSU will vest 12 months after the Certification. The PSU has not yet settled. Read SEC document |
| August 22, 2019 Filed Aug 23, 2019 20:38 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 64 | $32.49 | $2,079.36 |
DisclosureSEC source: 0001666071-19-000099 · wf-form4_156659268854556.xml · nonDerivative · entry 4 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 41,485 F5 · 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 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $32.40 to $32.51, 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 (4) to this Form 4. F6 · ownership.nature: The reportable securities are held by the HMA GRAT. The Reporting Person is the trustee of the HMA GRAT. Read SEC document |
| August 22, 2019 Filed Aug 23, 2019 20:38 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 666 | $31.85 | $21,212.10 |
DisclosureSEC source: 0001666071-19-000099 · wf-form4_156659268854556.xml · nonDerivative · entry 3 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 41,549 F5 · 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. F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $31.39 to $32.38, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (2) to this Form 4. F6 · ownership.nature: The reportable securities are held by the HMA GRAT. The Reporting Person is the trustee of the HMA GRAT. Read SEC document |
| August 22, 2019 Filed Aug 23, 2019 20:38 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 65 | $32.48 | $2,111.20 |
DisclosureSEC source: 0001666071-19-000099 · wf-form4_156659268854556.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: 41,485 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. F4 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $32.40 to $32.51, 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 (4) to this Form 4. F3 · ownership.nature: The reportable securities are held by the KGA GRAT. The Reporting Person is the trustee of the KGA GRAT. Read SEC document |
| August 22, 2019 Filed Aug 23, 2019 20:38 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 665 | $31.85 | $21,180.25 |
DisclosureSEC source: 0001666071-19-000099 · wf-form4_156659268854556.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: 41,550 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 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $31.39 to $32.38, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (2) to this Form 4. F3 · ownership.nature: The reportable securities are held by the KGA GRAT. The Reporting Person is the trustee of the KGA GRAT. Read SEC document |
| August 20, 2019 Filed Aug 21, 2019 20:03 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 5,740 | $32.63 | $187,296.20 |
DisclosureSEC source: 0001666071-19-000095 · wf-form4_156641780184249.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 453,737 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 $32.225 to $33.09, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (2) to this Form 4. Read SEC document |
| August 08, 2019 Filed Aug 9, 2019 20:03 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 399 | $32.43 | $12,939.57 |
DisclosureSEC source: 0001666071-19-000088 · wf-form4_156538099391898.xml · nonDerivative · entry 3 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 459,477 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 $32.32 to $32.57, 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 range set forth in footnote (4) to this Form 4. Read SEC document |
| August 08, 2019 Filed Aug 9, 2019 20:03 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 2,490 | $31.22 | $77,737.80 |
DisclosureSEC source: 0001666071-19-000088 · wf-form4_156538099391898.xml · nonDerivative · entry 2 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 459,876 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 $31.12 to $31.83, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (3) to this Form 4. Read SEC document |
| August 08, 2019 Filed Aug 9, 2019 20:03 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,311 | $30.35 | $39,788.85 |
DisclosureSEC source: 0001666071-19-000088 · wf-form4_156538099391898.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 462,366 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 $30.00 to $30.86, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (2) to this Form 4. Read SEC document |
| July 22, 2019 Filed Jul 23, 2019 13:56 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 730 | $27.49 | $20,067.70 |
DisclosureSEC source: 0001666071-19-000069 · wf-form4_156389015632680.xml · nonDerivative · entry 4 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 42,215 F7 · 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. F5 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $26.81 to $27.66, 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 (4) to this Form 4. F8 · ownership.nature: The reportable securities are held by the 2013 Lynne Marie Laube GRAT fbo Hayley Marie Allbright (the "HMA GRAT"). The Reporting Person is the trustee of the HMA GRAT. Read SEC document |
| July 22, 2019 Filed Jul 23, 2019 13:56 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 730 | $27.49 | $20,067.70 |
DisclosureSEC source: 0001666071-19-000069 · wf-form4_156389015632680.xml · nonDerivative · entry 3 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 42,215 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 Keegan George Allbright (the "KGA GRAT") on 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 $26.81 to $27.66, 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 (4) to this Form 4. F6 · ownership.nature: The reportable securities are held by the 2013 Lynne Marie Laube GRAT fbo Keegan George Allbright (the "KGA GRAT"). The Reporting Person is the trustee of the KGA GRAT. Read SEC document |
| July 22, 2019 Filed Jul 23, 2019 13:56 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 880 | $27.58 | $24,270.40 |
DisclosureSEC source: 0001666071-19-000069 · wf-form4_156389015632680.xml · nonDerivative · entry 2 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 463,677 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 $27.50 to $27.71, 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 |
| July 22, 2019 Filed Jul 23, 2019 13:56 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 660 | $27.28 | $18,004.80 |
DisclosureSEC source: 0001666071-19-000069 · wf-form4_156389015632680.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 464,557 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 $26.50 to $27.48, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (2) to this Form 4. Read SEC document |
| July 02, 2019 Filed Jul 3, 2019 11:02 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 4,200 | $30.00 | $126,000.00 |
DisclosureSEC source: 0001666071-19-000063 · wf-form4_156215172737750.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 465,217 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 |
| June 24, 2019 Filed Jun 25, 2019 13:14 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 730 | $23.91 | $17,454.30 |
DisclosureSEC source: 0001666071-19-000053 · wf-form4_156146848194869.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: 42,945 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 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 $23.71 to $24.11, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (2) to this Form 4. F5 · ownership.nature: The reportable securities are held by the HMA GRAT. The Reporting Person is the trustee of the HMA GRAT. Read SEC document |
| June 24, 2019 Filed Jun 25, 2019 13:14 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 730 | $23.91 | $17,454.30 |
DisclosureSEC source: 0001666071-19-000053 · wf-form4_156146848194869.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: 42,945 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 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $23.71 to $24.11, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (2) to this Form 4. F3 · ownership.nature: The reportable securities are held by the KGA GRAT. The Reporting Person is the trustee of the KGA GRAT. Read SEC document |
| June 20, 2019 Filed Jun 21, 2019 14:54 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,540 | $24.14 | $37,175.60 |
DisclosureSEC source: 0001666071-19-000050 · wf-form4_156112888381571.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 469,417 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 $24.00 to $24.37, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (2) to this Form 4. F3 · balance_after: Includes 1,066 shares of Common Stock acquired under the Issuer's Employee Stock Purchase Plan. Read SEC document |
| December 12, 2018 Filed Dec 12, 2018 22:22 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1 | $13.71 | $13.71 |
DisclosureSEC source: 0001209191-18-062264 · doc4.xml · nonDerivative · entry 4 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 469,791 F3 · kind: Shares sold to satisfy withholding tax obligations upon the settlement of restricted stock grants. Read SEC document |
| December 11, 2018 Filed Dec 12, 2018 22:22 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 14,032 | $13.32 | $186,906.24 |
DisclosureSEC source: 0001209191-18-062264 · doc4.xml · nonDerivative · entry 3 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 469,792 F3 · kind: Shares sold to satisfy withholding tax obligations upon the settlement of restricted stock grants. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.15 - $13.61, inclusive. 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.