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 10, 2018 Filed Dec 12, 2018 22:22 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionPerformance Stock Unit · Derivative | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-062264 · doc4.xml · derivative · entry 7 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 75,000 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 represents a contingent right to receive one share of share of the Issuer's Common Stock. F8 · derivative.exercise_date: The performance stock units ("PSUs") vested upon the Compensation Committee of the Issuer's Board of Directors certifying that at least 85,000,000 customers or accounts of the Issuer's financial institution ("FI") partners had logged in and visited the online or mobile banking applications of the Issuer's FI partners featuring the Issuer's Cardlytics Direct product, or opened an email from the Issuer's FI partners featuring the Issuer's Cardlytics Direct product, during a monthly period ("MAUs"). F8 · derivative.expiration_date: The performance stock units ("PSUs") vested upon the Compensation Committee of the Issuer's Board of Directors certifying that at least 85,000,000 customers or accounts of the Issuer's financial institution ("FI") partners had logged in and visited the online or mobile banking applications of the Issuer's FI partners featuring the Issuer's Cardlytics Direct product, or opened an email from the Issuer's FI partners featuring the Issuer's Cardlytics Direct product, during a monthly period ("MAUs"). Read SEC document |
| December 10, 2018 Filed Dec 12, 2018 22:22 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 13,100 | $13.69 | $179,339.00 |
DisclosureSEC source: 0001209191-18-062264 · doc4.xml · nonDerivative · entry 2 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 483,924 F3 · kind: Shares sold to satisfy withholding tax obligations upon the settlement of restricted stock grants. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.30 - $14.08, 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 (4) and (5) to this Form 4. Read SEC document |
| December 10, 2018 Filed Dec 12, 2018 22:22 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 75,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-062264 · doc4.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 497,024 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 represents a contingent right to receive one share of share of the Issuer's Common Stock. F2 · balance_after: Includes 1,909 shares of the Common Stock acquired under the Issuer's Employee Stock Purchase Plan. Read SEC document |
| December 05, 2018 Filed Dec 7, 2018 21:53 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GrantPerformance Stock Unit · Derivative | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-061535 · doc4.xml · derivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 75,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of share of the Issuer's Common Stock. F2 · derivative.exercise_date: The performance stock units ("PSUs") vested upon the Compensation Committee of the Issuer's Board of Directors certifying that at least 85,000,000 customers or accounts of the Issuer's financial institution ("FI") partners had logged in and visited the online or mobile banking applications of the Issuer's FI partners featuring the Issuer's Cardlytics Direct product, or opened an email from the Issuer's FI partners featuring the Issuer's Cardlytics Direct product, during a monthly period ("MAUs"). The PSUs have not yet settled. F2 · derivative.expiration_date: The performance stock units ("PSUs") vested upon the Compensation Committee of the Issuer's Board of Directors certifying that at least 85,000,000 customers or accounts of the Issuer's financial institution ("FI") partners had logged in and visited the online or mobile banking applications of the Issuer's FI partners featuring the Issuer's Cardlytics Direct product, or opened an email from the Issuer's FI partners featuring the Issuer's Cardlytics Direct product, during a monthly period ("MAUs"). The PSUs have not yet settled. Read SEC document |
| August 17, 2018 Filed Aug 21, 2018 20:13 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 1,349 | $20.66 | $27,870.34 |
DisclosureSEC source: 0001209191-18-047742 · doc4.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 420,115 F1 · kind: Represents shares sold to cover taxes due upon the settlement of certain restricted stock unit grants. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 21:26 UTC | Cardlytics, Inc. CDLX · Entity 7603 | ConversionSeries G' Redeemable Convertible Preferred Stock · Derivative | 18,325 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010400 · doc4.xml · derivative · entry 10 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,325 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 share of Series G' Redeemable Convertible Preferred Stock converted into the Issuer's Common Stock on a one-for-one basis upon the Issuer's initial public offering and has no expiration date. F1 · derivative.exercise_date: Each share of Series G' Redeemable Convertible Preferred Stock converted into the Issuer's Common Stock on a one-for-one basis upon the Issuer's initial public offering and has no expiration date. F1 · derivative.expiration_date: Each share of Series G' Redeemable Convertible Preferred Stock converted into the Issuer's Common Stock on a one-for-one basis upon the Issuer's initial public offering and has no expiration date. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 21:26 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionSeries G' Redeemable Convertible Preferred Stock · Derivative | 1,193 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010400 · doc4.xml · derivative · entry 9 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,325 Underlying: Common Stock · 1,193 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 share of Series G' Redeemable Convertible Preferred Stock converted into the Issuer's Common Stock on a one-for-one basis upon the Issuer's initial public offering and has no expiration date. F1 · derivative.exercise_date: Each share of Series G' Redeemable Convertible Preferred Stock converted into the Issuer's Common Stock on a one-for-one basis upon the Issuer's initial public offering and has no expiration date. F1 · derivative.expiration_date: Each share of Series G' Redeemable Convertible Preferred Stock converted into the Issuer's Common Stock on a one-for-one basis upon the Issuer's initial public offering and has no expiration date. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 21:26 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Unit · Derivative | 1,193 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010400 · doc4.xml · derivative · entry 8 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Series G' Redeemable Convertible Preferred Stock · 1,193 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Series G' Redeemable Convertible Preferred Stock. F5 · derivative.exercise_date: The RSUs vested upon the completion of the Issuer's initial public offering. F5 · derivative.expiration_date: The RSUs vested upon the completion of the Issuer's initial public offering. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 21:26 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionSeries G' Redeemable Convertible Preferred Stock · Derivative | 2,045 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010400 · doc4.xml · derivative · entry 7 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,132 Underlying: Common Stock · 2,045 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 share of Series G' Redeemable Convertible Preferred Stock converted into the Issuer's Common Stock on a one-for-one basis upon the Issuer's initial public offering and has no expiration date. F1 · derivative.exercise_date: Each share of Series G' Redeemable Convertible Preferred Stock converted into the Issuer's Common Stock on a one-for-one basis upon the Issuer's initial public offering and has no expiration date. F1 · derivative.expiration_date: Each share of Series G' Redeemable Convertible Preferred Stock converted into the Issuer's Common Stock on a one-for-one basis upon the Issuer's initial public offering and has no expiration date. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 21:26 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Unit · Derivative | 2,045 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010400 · doc4.xml · derivative · entry 6 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Series G' Redeemable Convertible Preferred Stock · 2,045 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Series G' Redeemable Convertible Preferred Stock. F5 · derivative.exercise_date: The RSUs vested upon the completion of the Issuer's initial public offering. F5 · derivative.expiration_date: The RSUs vested upon the completion of the Issuer's initial public offering. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 21:26 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionSeries G' Redeemable Convertible Preferred Stock · Derivative | 1,104 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010400 · doc4.xml · derivative · entry 5 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,087 Underlying: Common Stock · 1,104 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 share of Series G' Redeemable Convertible Preferred Stock converted into the Issuer's Common Stock on a one-for-one basis upon the Issuer's initial public offering and has no expiration date. F1 · derivative.exercise_date: Each share of Series G' Redeemable Convertible Preferred Stock converted into the Issuer's Common Stock on a one-for-one basis upon the Issuer's initial public offering and has no expiration date. F1 · derivative.expiration_date: Each share of Series G' Redeemable Convertible Preferred Stock converted into the Issuer's Common Stock on a one-for-one basis upon the Issuer's initial public offering and has no expiration date. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 21:26 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Unit · Derivative | 1,104 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010400 · doc4.xml · derivative · entry 4 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Series G' Redeemable Convertible Preferred Stock · 1,104 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Series G' Redeemable Convertible Preferred Stock. F5 · derivative.exercise_date: The RSUs vested upon the completion of the Issuer's initial public offering. F5 · derivative.expiration_date: The RSUs vested upon the completion of the Issuer's initial public offering. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 21:26 UTC | Cardlytics, Inc. CDLX · Entity 7603 | ConversionCommon Stock | 18,325 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-010400 · doc4.xml · nonDerivative · entry 1 Laube Lynne Marie · CIK 0001730687 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 421,464 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 share of Series G' Redeemable Convertible Preferred Stock converted into the Issuer's Common Stock on a one-for-one basis upon the Issuer's initial public offering and has no expiration date. 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.