Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Nerdy Inc.NRDY · Entity 5208 | Chief Financial Officer | March 16, 2026 | March 18, 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.
Nerdy Inc.
Report date March 16, 2026 · Filed March 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 2,540,626 |
Reported balance
After 2026-03-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-16 · Sale · Disposed 30,609 · Balance 2,540,626 F1: Open market sale of shares to cover taxes due as a result of the vesting of 67,641 restricted stock units. All of the shares reported as disposed of in this Form 4 were automatically sold pursuant to the Issuer's sell-to-cover program to satisfy federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs. F2: Represents 1,056,318 shares of Class A Common Stock and 1,484,308 restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Open market sale of shares to cover taxes due as a result of the vesting of 67,641 restricted stock units. All of the shares reported as disposed of in this Form 4 were automatically sold pursuant to the Issuer's sell-to-cover program to satisfy federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs.
F2: Represents 1,056,318 shares of Class A Common Stock and 1,484,308 restricted stock units.
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 |
|---|---|---|---|---|---|---|
| March 16, 2026 Filed Mar 18, 2026 20:46 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 30,609 | $0.90 | $27,548.10 |
DisclosureSEC source: 0001628280-26-019456 · wk-form4_1773866787.xml · nonDerivative · entry 1 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,540,626 F1 · price: Open market sale of shares to cover taxes due as a result of the vesting of 67,641 restricted stock units. All of the shares reported as disposed of in this Form 4 were automatically sold pursuant to the Issuer's sell-to-cover program to satisfy federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs. F2 · balance_after: Represents 1,056,318 shares of Class A Common Stock and 1,484,308 restricted stock units. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 21:08 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 75,000 | $0.92 | $69,000.00 |
DisclosureSEC source: 0001628280-26-017359 · wk-form4_1773349702.xml · nonDerivative · entry 1 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,571,235 F1 · shares: The shares were not sold as a result of any disagreement with the Company, and Mr. Pello remains an officer of the Company. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $0.86 to $0.97, 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 purchased at each separate price at which the transactions were effected. F3 · balance_after: Represents 1,019,286 shares of Class A Common Stock and 1,551,949 restricted stock units. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 01:23 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 49,814 | $0.97 | $48,319.58 |
DisclosureSEC source: 0001628280-26-009420 · wk-form4_1771464223.xml · nonDerivative · entry 2 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,646,235 F2 · shares: Open market sale of shares to cover taxes due as a result of the vesting of 96,686 restricted stock units. All of the shares reported as disposed of in this Form 4 were automatically sold pursuant to the Issuer's sell-to-cover program to satisfy federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs. F3 · balance_after: Represents 1,094,286 shares of Class A Common Stock and 1,551,949 restricted stock units. Read SEC document |
| February 15, 2026 Filed Feb 19, 2026 01:23 UTC | Nerdy Inc. NRDY · Entity 5208 | GrantClass A Common Stock | 1,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009420 · wk-form4_1771464223.xml · nonDerivative · entry 1 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,696,049 F1 · shares: Represents Restricted Stock Units ("RSUs") issued under the Nerdy Inc. 2021 Equity Incentive Plan, as amended. Each RSU represents the contingent right to receive one share of the Issuer's Class A Common Stock. The RSUs shall vest as follows: one-third at various points during the months ending July 15, 2026, one-third at various points during the twelve months ending July 15, 2027, and one-third at various points during the twelve months ending July 15, 2028. Read SEC document |
| December 16, 2025 Filed Dec 18, 2025 21:22 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 32,006 | $1.20 | $38,407.20 |
DisclosureSEC source: 0001628280-25-057955 · wk-form4_1766092945.xml · nonDerivative · entry 1 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,696,049 F1 · price: Open market sale of shares to cover taxes due as a result of the vesting of 67,641 restricted stock units. All of the shares reported as disposed of in this Form 4 were automatically sold pursuant to the Issuer's sell-to-cover program to satisfy federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs. F2 · balance_after: Represents 1,047,414 shares of Class A Common Stock and 648,635 restricted stock units. Read SEC document |
| December 10, 2025 Filed Dec 12, 2025 22:06 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 75,000 | $1.39 | $104,250.00 |
DisclosureSEC source: 0001628280-25-056816 · wk-form4_1765577187.xml · nonDerivative · entry 1 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,728,055 F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $1.35 to $1.45, 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 purchased at each separate price at which the transactions were effected. F1 · acquired: The shares were not sold as a result of any disagreement with the Company, and Mr. Pello remains an officer of the Company. F3 · balance_after: Represents 1,011,779 shares of Class A Common Stock and 716,276 restricted stock units. Read SEC document |
| November 17, 2025 Filed Nov 19, 2025 01:12 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 43,969 | $0.84 | $36,933.96 |
DisclosureSEC source: 0001628280-25-053027 · wk-form4_1763514738.xml · nonDerivative · entry 1 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,803,055 F1 · shares: Open market sale of shares to cover taxes due as a result of the vesting of 96,687 restricted stock units. All of the shares reported as disposed of in this Form 4 were automatically sold pursuant to the Issuer's sell-to-cover program to satisfy federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs. F2 · balance_after: Represents 1,086,779 shares of Class A Common Stock and 716,276 restricted stock units. Read SEC document |
| September 16, 2025 Filed Sep 18, 2025 21:43 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 30,714 | $1.27 | $39,006.78 |
DisclosureSEC source: 0001880176-25-000004 · wk-form4_1758231785.xml · nonDerivative · entry 1 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,847,024 F1 · shares: Open market sale of shares to cover taxes due as a result of the vesting of 67,640 restricted stock units. All of the shares reported as disposed of in this Form 4 were automatically sold pursuant to the Issuer's sell-to-cover program to satisfy federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs. F2 · balance_after: Represents 1,034,061 shares of Class A Common Stock and 812,963 restricted stock units. Read SEC document |
| August 18, 2025 Filed Aug 20, 2025 21:42 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 52,866 | $1.27 | $67,139.82 |
DisclosureSEC source: 0001628280-25-040927 · wk-form4_1755726168.xml · nonDerivative · entry 1 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,877,738 F1 · shares: Open market sale of shares to cover taxes due as a result of the vesting of 117,311 restricted stock units. All of the shares reported as disposed of in this Form 4 were automatically sold pursuant to the Issuer's sell-to-cover program to satisfy federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs. F2 · balance_after: Represents 997,135 shares of Class A Common Stock and 880,603 restricted stock units. Read SEC document |
| June 16, 2025 Filed Jun 18, 2025 20:43 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 29,530 | $1.61 | $47,543.30 |
DisclosureSEC source: 0001628280-25-032151 · wk-form4_1750279400.xml · nonDerivative · entry 1 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,930,604 F1 · shares: Open market sale of shares to cover taxes due as a result of the vesting of 67,641 restricted stock units. All of the shares reported as disposed of in this Form 4 were automatically sold pursuant to the Issuer's sell-to-cover program to satisfy federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs. F2 · balance_after: Represents 932,690 shares of Class A Common Stock and 997,914 restricted stock units. Read SEC document |
| May 16, 2025 Filed May 20, 2025 21:43 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 76,794 | $1.67 | $128,245.98 |
DisclosureSEC source: 0001628280-25-026919 · wk-form4_1747777409.xml · nonDerivative · entry 1 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,960,134 F1 · shares: Open market sale of shares to cover taxes due as a result of the vesting of 164,930 restricted stock units. All of the shares reported as disposed of in this Form 4 were automatically sold pursuant to the Issuer's sell-to-cover program to satisfy federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs. F2 · balance_after: Represents 894,579 shares of Class A Common Stock and 1,065,555 restricted stock units. Read SEC document |
| March 17, 2025 Filed Mar 19, 2025 22:47 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 31,877 | $1.54 | $49,090.58 |
DisclosureSEC source: 0001628280-25-013911 · wk-form4_1742424426.xml · nonDerivative · entry 1 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,036,928 F1 · shares: Open market sale of shares to cover taxes due as a result of the vesting of 67,641 restricted stock units. All of the shares reported as disposed of in this Form 4 were automatically sold pursuant to the Issuer's sell-to-cover program to satisfy federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs. F2 · balance_after: Represents 806,443 shares of Class A Common Stock and 1,230,485 restricted stock units. Read SEC document |
| March 12, 2025 Filed Mar 14, 2025 21:02 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 75,000 | $1.51 | $113,250.00 |
DisclosureSEC source: 0001628280-25-012862 · wk-form4_1741986155.xml · nonDerivative · entry 1 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,068,805 F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $1.49 to $1.56, 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 purchased at each separate price at which the transactions were effected. F1 · acquired: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. The shares were not sold as a result of any disagreement with the Company, and Mr. Pello remains an officer of the Company. F3 · balance_after: Represents 770,679 shares of Class A Common Stock and 1,298,126 restricted stock units. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 23:08 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 81,381 | $1.80 | $146,485.80 |
DisclosureSEC source: 0001628280-25-006918 · wk-form4_1740092892.xml · nonDerivative · entry 1 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,143,805 F1 · shares: Open market sale of shares to cover taxes due as a result of the vesting of 164,931 restricted stock units. All of the shares reported as disposed of in this Form 4 were automatically sold pursuant to the Issuer's sell-to-cover program to satisfy federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs. F2 · balance_after: Represents 845,679 shares of Class A Common Stock and 1,298,126 restricted stock units. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 22:22 UTC | Nerdy Inc. NRDY · Entity 5208 | GrantPerformance Rights · Derivative | 500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-006458 · wk-form4_1740003746.xml · derivative · entry 1 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 500,000 Underlying: Class A Common Stock · 500,000 shares Expires 2028-02-15 F1 · derivative.exercise_price: Each performance right represents a contingent right to receive 1 share of Class A common stock. The rights are subject to time-based vesting (Time Vesting) and performance- based vesting (Performance Vesting) both of which must be satisfied before the associated rights will vest. The Time Vesting shall be satisfied over a three year period (Performance Period). In the event the Performance Vesting Milestones (Milestones) are not achieved on or prior to the last day of the Performance Period, the respective components of the rights will be forfeited. 50% of the rights shall satisfy the Performance Vesting upon the occurrence of Milestone 1, an average closing stock price of $3.24; and 50% of the rights shall satisfy the Performance Vesting upon the occurrence of Milestone 2, an average closing stock price of $4.86. Each milestone is calculated over any 20 day trading period during the Performance Period. F1 · derivative.exercise_date: Each performance right represents a contingent right to receive 1 share of Class A common stock. The rights are subject to time-based vesting (Time Vesting) and performance- based vesting (Performance Vesting) both of which must be satisfied before the associated rights will vest. The Time Vesting shall be satisfied over a three year period (Performance Period). In the event the Performance Vesting Milestones (Milestones) are not achieved on or prior to the last day of the Performance Period, the respective components of the rights will be forfeited. 50% of the rights shall satisfy the Performance Vesting upon the occurrence of Milestone 1, an average closing stock price of $3.24; and 50% of the rights shall satisfy the Performance Vesting upon the occurrence of Milestone 2, an average closing stock price of $4.86. Each milestone is calculated over any 20 day trading period during the Performance Period. Read SEC document |
| December 16, 2024 Filed Dec 18, 2024 22:55 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 30,242 | $1.84 | $55,645.28 |
DisclosureSEC source: 0001628280-24-051915 · wk-form4_1734562528.xml · nonDerivative · entry 1 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,225,186 F1 · shares: Open market sale of shares to cover taxes due as a result of the vesting of 67,641 restricted stock units. All of the shares reported as disposed of in this Form 4 were automatically sold pursuant to the Issuer's sell-to-cover program to satisfy federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs. F2 · balance_after: Represents 762,129 shares of Class A Common Stock and 1,463,057 restricted stock units. Read SEC document |
| November 18, 2024 Filed Nov 20, 2024 22:44 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 70,490 | $1.06 | $74,719.40 |
DisclosureSEC source: 0001628280-24-048718 · wk-form4_1732142677.xml · nonDerivative · entry 1 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,255,428 F1 · shares: Open market sale of shares to cover taxes due as a result of the vesting of 164,930 restricted stock units. All of the shares reported as disposed of in this Form 4 were automatically sold pursuant to the Issuer's sell-to-cover program to satisfy federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs. F2 · balance_after: Represents 724,730 shares of Class A Common Stock and 1,530,698 restricted stock units. Read SEC document |
| September 16, 2024 Filed Sep 17, 2024 20:49 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 30,282 | $0.99 | $29,979.18 |
DisclosureSEC source: 0001628280-24-040617 · wk-form4_1726606169.xml · nonDerivative · entry 1 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,325,918 F1 · shares: Open market sale of shares to cover taxes due as a result of the vesting of 67,640 restricted stock units. All of the shares reported as disposed of in this Form 4 were automatically sold pursuant to the Issuer's sell-to-cover program to satisfy federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs. F2 · balance_after: Represents 630,290 shares of Class A Common Stock and 1,695,628 restricted stock units. Read SEC document |
| August 16, 2024 Filed Aug 19, 2024 22:32 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 50,903 | $0.85 | $43,267.55 |
DisclosureSEC source: 0001628280-24-037800 · wk-form4_1724106742.xml · nonDerivative · entry 1 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,356,200 F1 · shares: Open market sale of shares to cover taxes due as a result of the vesting of 164,931 restricted stock units. All of the shares reported as disposed of in this Form 4 were automatically sold pursuant to the Issuer's sell-to-cover program to satisfy federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs. F2 · balance_after: Represents 592,932 shares of Class A Common Stock and 1,763,268 restricted stock units Read SEC document |
| June 17, 2024 Filed Jun 20, 2024 22:37 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 31,586 | $1.85 | $58,434.10 |
DisclosureSEC source: 0001628280-24-029175 · wk-form4_1718923026.xml · nonDerivative · entry 1 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,407,103 F1 · shares: Open market sale of shares to cover taxes due as a result of the vesting of 67,641 restricted stock units. All of the shares reported as disposed of in this Form 4 were automatically sold pursuant to the Issuer's sell-to-cover program to satisfy federal and state tax withholding obligations of the Reporting Person resulting from the vesting and settlement of RSUs. F2 · balance_after: Represents 478,904 shares of Class A Common Stock and 1,928,199 restricted stock units. Read SEC document |
| May 15, 2024 Filed May 17, 2024 22:40 UTC | Nerdy Inc. NRDY · Entity 5208 | GrantClass A Common Stock | 1,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-024189 · wk-form4_1715985619.xml · nonDerivative · entry 1 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,476,049 F1 · shares: Represents Restricted Stock Units ("RSUs") issued under the Nerdy Inc. 2021 Equity Incentive Plan, as amended. Each RSU represents the contingent right to receive one share of the Issuer's Class A Common Stock. The RSUs shall vest as follows: one-third at various points during the twelve months ending May 15, 2025, one-third at various points during the twelve months ending May 15, 2026, and one-third at various points during the twelve months ending May 15, 2027. F2 · balance_after: Represents 480,209 shares of Class A Common Stock and 1,995,840 Restricted Stock Units. Read SEC document |
| May 15, 2024 Filed May 21, 2024 01:14 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 37,360 | $2.07 | $77,335.20 |
DisclosureSEC source: 0001628280-24-024434 · wk-form4_1716254064.xml · nonDerivative · entry 1 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,438,689 F1 · shares: Open market sale of shares to cover taxes due as a result of the vesting of 81,598 restricted stock units. F2 · balance_after: Represents 442,849 shares of Class A Common Stock and 1,995,840 restricted stock units. Read SEC document |
| March 25, 2024 Filed Mar 26, 2024 21:03 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 29,195 | $3.06 | $89,336.70 |
DisclosureSEC source: 0001628280-24-013112 · wk-form4_1711487026.xml · nonDerivative · entry 1 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,476,049 F1 · shares: Open market sale of shares to cover taxes due as a result of the vesting of 67,641 restricted stock units. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 00:43 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 41,896 | $3.13 | $131,134.48 |
DisclosureSEC source: 0001628280-24-006478 · wk-form4_1708648994.xml · nonDerivative · entry 1 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,505,244 F1 · shares: Open market sale of shares to cover taxes due as a result of the vesting of 80,384 restricted stock units. Read SEC document |
| December 18, 2023 Filed Dec 20, 2023 16:34 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 31,098 | $3.05 | $94,848.90 |
DisclosureSEC source: 0001628280-23-042162 · wk-form4_1703090085.xml · nonDerivative · entry 1 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,547,140 F1 · shares: Open market sale of shares to cover taxes due as a result of the vesting of 67,641 restricted stock units Read SEC document |
| November 16, 2023 Filed Nov 21, 2023 00:43 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 37,351 | $2.51 | $93,751.01 |
DisclosureSEC source: 0001628280-23-039678 · wk-form4_1700527411.xml · nonDerivative · entry 1 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,578,238 F1 · shares: Open market sale of shares to cover taxes due as a result of the vesting of 80,384 restricted stock units. Read SEC document |
| September 28, 2023 Filed Sep 30, 2023 00:23 UTC | Nerdy Inc. NRDY · Entity 5208 | Disposition to issuerWarrants to purchase Class A Common Stock · Derivative | 51,246 | Not disclosed Strike: $11.50 | Not disclosed |
DisclosureSEC source: 0001628280-23-033341 · wk-form4_1696033407.xml · derivative · entry 4 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 51,246 shares Expires 2026-09-20 F1 · price: On September 28, 2023, pursuant to the Issuer's previously announced exchange offer, the reporting person exchanged an aggregate of 51,246 warrants for 12,811 shares of Class A Common stock Read SEC document |
| September 28, 2023 Filed Sep 30, 2023 00:23 UTC | Nerdy Inc. NRDY · Entity 5208 | Disposition to issuerEarnout Shares · Derivative | 2,039 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-23-033341 · wk-form4_1696033407.xml · derivative · entry 3 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 2,039 shares Expires not disclosed F2 · derivative.exercise_price: On September 28, 2023, pursuant to the concurrent earnout transaction, the reporting person forfeited 2,039 shares of Class A Common Stock that were subject to forfeiture (the Earnout Shares) and removed the forfeiture restrictions on 815 Earnout Shares F2 · price: On September 28, 2023, pursuant to the concurrent earnout transaction, the reporting person forfeited 2,039 shares of Class A Common Stock that were subject to forfeiture (the Earnout Shares) and removed the forfeiture restrictions on 815 Earnout Shares F2 · derivative.exercise_date: On September 28, 2023, pursuant to the concurrent earnout transaction, the reporting person forfeited 2,039 shares of Class A Common Stock that were subject to forfeiture (the Earnout Shares) and removed the forfeiture restrictions on 815 Earnout Shares F2 · derivative.expiration_date: On September 28, 2023, pursuant to the concurrent earnout transaction, the reporting person forfeited 2,039 shares of Class A Common Stock that were subject to forfeiture (the Earnout Shares) and removed the forfeiture restrictions on 815 Earnout Shares Read SEC document |
| September 28, 2023 Filed Sep 30, 2023 00:23 UTC | Nerdy Inc. NRDY · Entity 5208 | GrantClass A Common Stock | 815 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-23-033341 · wk-form4_1696033407.xml · nonDerivative · entry 2 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,616,086 F2 · shares: On September 28, 2023, pursuant to the concurrent earnout transaction, the reporting person forfeited 2,039 shares of Class A Common Stock that were subject to forfeiture (the Earnout Shares) and removed the forfeiture restrictions on 815 Earnout Shares F2 · price: On September 28, 2023, pursuant to the concurrent earnout transaction, the reporting person forfeited 2,039 shares of Class A Common Stock that were subject to forfeiture (the Earnout Shares) and removed the forfeiture restrictions on 815 Earnout Shares Read SEC document |
| September 28, 2023 Filed Sep 30, 2023 00:23 UTC | Nerdy Inc. NRDY · Entity 5208 | GrantClass A Common Stock | 12,811 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-23-033341 · wk-form4_1696033407.xml · nonDerivative · entry 1 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,615,271 F1 · shares: On September 28, 2023, pursuant to the Issuer's previously announced exchange offer, the reporting person exchanged an aggregate of 51,246 warrants for 12,811 shares of Class A Common stock F1 · price: On September 28, 2023, pursuant to the Issuer's previously announced exchange offer, the reporting person exchanged an aggregate of 51,246 warrants for 12,811 shares of Class A Common stock Read SEC document |
| September 28, 2023 Filed Oct 5, 2023 21:20 UTC Amendment | Nerdy Inc. NRDY · Entity 5208 | Disposition to issuerWarrants to purchase Class A Common Stock · Derivative | 51,246 | Not disclosed Strike: $11.50 | Not disclosed |
DisclosureSEC source: 0001628280-23-033981 · wk-form4a_1696540802.xml · derivative · entry 4 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 51,246 shares Expires 2026-09-20 F1 · price: On September 28, 2023, pursuant to the Issuer's previously announced exchange offer, the reporting person exchanged an aggregate of 51,246 warrants for 12,674 shares of Class A Common stock Read SEC document |
| September 28, 2023 Filed Oct 5, 2023 21:20 UTC Amendment | Nerdy Inc. NRDY · Entity 5208 | Disposition to issuerEarnout Shares · Derivative | 2,039 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-23-033981 · wk-form4a_1696540802.xml · derivative · entry 3 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 2,039 shares Expires not disclosed F2 · derivative.exercise_price: On September 28, 2023, pursuant to the concurrent earnout transaction, the reporting person forfeited 2,039 shares of Class A Common Stock that were subject to forfeiture (the Earnout Shares) and removed the forfeiture restrictions on 455 Earnout Shares F2 · price: On September 28, 2023, pursuant to the concurrent earnout transaction, the reporting person forfeited 2,039 shares of Class A Common Stock that were subject to forfeiture (the Earnout Shares) and removed the forfeiture restrictions on 455 Earnout Shares F2 · derivative.exercise_date: On September 28, 2023, pursuant to the concurrent earnout transaction, the reporting person forfeited 2,039 shares of Class A Common Stock that were subject to forfeiture (the Earnout Shares) and removed the forfeiture restrictions on 455 Earnout Shares F2 · derivative.expiration_date: On September 28, 2023, pursuant to the concurrent earnout transaction, the reporting person forfeited 2,039 shares of Class A Common Stock that were subject to forfeiture (the Earnout Shares) and removed the forfeiture restrictions on 455 Earnout Shares Read SEC document |
| September 28, 2023 Filed Oct 5, 2023 21:20 UTC Amendment | Nerdy Inc. NRDY · Entity 5208 | GrantClass A Common Stock | 455 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-23-033981 · wk-form4a_1696540802.xml · nonDerivative · entry 2 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,615,589 F2 · shares: On September 28, 2023, pursuant to the concurrent earnout transaction, the reporting person forfeited 2,039 shares of Class A Common Stock that were subject to forfeiture (the Earnout Shares) and removed the forfeiture restrictions on 455 Earnout Shares F2 · price: On September 28, 2023, pursuant to the concurrent earnout transaction, the reporting person forfeited 2,039 shares of Class A Common Stock that were subject to forfeiture (the Earnout Shares) and removed the forfeiture restrictions on 455 Earnout Shares Read SEC document |
| September 28, 2023 Filed Oct 5, 2023 21:20 UTC Amendment | Nerdy Inc. NRDY · Entity 5208 | GrantClass A Common Stock | 12,674 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-23-033981 · wk-form4a_1696540802.xml · nonDerivative · entry 1 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,615,134 F1 · shares: On September 28, 2023, pursuant to the Issuer's previously announced exchange offer, the reporting person exchanged an aggregate of 51,246 warrants for 12,674 shares of Class A Common stock F1 · price: On September 28, 2023, pursuant to the Issuer's previously announced exchange offer, the reporting person exchanged an aggregate of 51,246 warrants for 12,674 shares of Class A Common stock Read SEC document |
| September 18, 2023 Filed Sep 20, 2023 21:02 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 31,735 | $3.68 | $116,784.80 |
DisclosureSEC source: 0001628280-23-032694 · wk-form4_1695243709.xml · nonDerivative · entry 1 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,602,460 F1 · shares: Open market sale of shares to cover taxes due as a result of the vesting of 67,640 restricted stock units. Read SEC document |
| August 16, 2023 Filed Aug 21, 2023 20:14 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 37,428 | $4.22 | $157,946.16 |
DisclosureSEC source: 0001628280-23-030119 · wk-form4_1692648843.xml · nonDerivative · entry 1 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,634,195 F1 · shares: Open market sale of shares to cover taxes due as a result of the vesting of 78,509 restricted stock units. Read SEC document |
| June 15, 2023 Filed Jun 20, 2023 20:00 UTC | Nerdy Inc. NRDY · Entity 5208 | GrantClass A Common Stock | 811,689 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-022678 · wk-form4_1687291246.xml · nonDerivative · entry 1 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,671,623 F1 · shares: Represents Restricted Stock Units ("RSUs") issued under the Nerdy Inc. 2021 Equity Incentive Plan, as amended. Each RSU represents the contingent right to receive one share of the Issuer's Class A Common Stock. The RSUs shall vest as follows: one-third at various points during the twelve months ending June 15, 2024, one-third at various points during the twelve months ending June 15, 2025, and one-third at various points during the twelve months ending June 15, 2026. Read SEC document |
| May 16, 2023 Filed May 19, 2023 20:01 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 34,250 | $3.31 | $113,367.50 |
DisclosureSEC source: 0001628280-23-019035 · wk-form4_1684526465.xml · nonDerivative · entry 1 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 859,934 F1 · shares: Open market sale of shares to cover taxes due as a result of the vesting of 78,509 restricted stock units. Read SEC document |
| March 13, 2023 Filed Mar 15, 2023 20:01 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 75,000 | $3.15 | $236,250.00 |
DisclosureSEC source: 0001628280-23-008081 · wf-form4_167891045905924.xml · nonDerivative · entry 1 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 894,184 F1 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 14, 2022. F3 · price: The price reported in Column 4 is a weighted-average price. The shares were sold in multiple transactions at prices ranging from $3.09 to $3.22, 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 purchased at each separate price at which the transactions were effected. F2 · acquired: Shares were not sold as a result of any disagreement with the Company, and Mr. Pello remains an officer of the Company. Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 23:42 UTC | Nerdy Inc. NRDY · Entity 5208 | SaleClass A Common Stock | 43,603 | $2.72 | $118,600.16 |
DisclosureSEC source: 0001628280-23-004373 · wf-form4_167702291613803.xml · nonDerivative · entry 1 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 969,184 F1 · shares: Open market sale of shares to cover taxes due as a result of the vesting of 76,081 restricted stock units. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 21:17 UTC | Nerdy Inc. NRDY · Entity 5208 | Tax withholdingClass A Common Stock | 55,234 | $2.48 | $136,980.32 |
DisclosureSEC source: 0001628280-22-030306 · wf-form4_166871982447975.xml · nonDerivative · entry 1 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,012,787 F1 · shares: Withholding of shares for payment of tax withholding due as a result of the vesting of 123,701 restricted stock units. Read SEC document |
| August 15, 2022 Filed Aug 16, 2022 22:13 UTC | Nerdy Inc. NRDY · Entity 5208 | Tax withholdingClass A Common Stock | 7,328 | $3.58 | $26,234.24 |
DisclosureSEC source: 0001628280-22-023058 · wf-form4_166068797349220.xml · nonDerivative · entry 1 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,068,021 F1 · shares: Withholding of shares in payment of tax withholding due as a result of the vesting of 24,712 restricted stock units. Read SEC document |
| June 09, 2022 Filed Jun 13, 2022 23:01 UTC | Nerdy Inc. NRDY · Entity 5208 | GrantClass A Common Stock | 571,429 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-016985 · wf-form4_165516130016304.xml · nonDerivative · entry 1 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,075,349 F1 · shares: Represents Restricted Stock Units ("RSUs") issued under the Nerdy Inc. 2021 Equity Incentive Plan, as amended. Each RSU represents the contingent right to receive one share of the Issuer's Class A Common Stock. The RSUs shall vest as follows: one-third at various points during the period between June 9, 2022 and May 15, 2023, one-third at various points during the twelve months ending May 15, 2024, and one-third at various points during the twelve months ending May 15, 2025. Read SEC document |
| May 20, 2022 Filed May 23, 2022 21:04 UTC | Nerdy Inc. NRDY · Entity 5208 | PurchaseClass A Common Stock | 27,000 | $1.86 | $50,220.00 |
DisclosureSEC source: 0001628280-22-015225 · wf-form4_165333984692400.xml · nonDerivative · entry 1 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 503,920 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $1.840 to $1.890, 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 purchased at each separate price at which the transactions were effected. Read SEC document |
| May 15, 2022 Filed May 18, 2022 20:10 UTC | Nerdy Inc. NRDY · Entity 5208 | Tax withholdingClass A Common Stock | 7,328 | $2.84 | $20,811.52 |
DisclosureSEC source: 0001628280-22-014756 · wf-form4_165290459012835.xml · nonDerivative · entry 2 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 476,920 F2 · shares: Withholding of shares in payment of tax withholding due as a result of the vesting of 24,712 restricted stock units. Read SEC document |
| February 15, 2022 Filed May 18, 2022 20:10 UTC | Nerdy Inc. NRDY · Entity 5208 | Tax withholdingClass A Common Stock | 9,986 | $4.91 | $49,031.26 |
DisclosureSEC source: 0001628280-22-014756 · wf-form4_165290459012835.xml · nonDerivative · entry 1 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 484,248 F1 · shares: Withholding of shares in payment of tax withholding due as a result of the vesting of 30,000 restricted stock units. Read SEC document |
| December 13, 2021 Filed Dec 14, 2021 19:59 UTC | Nerdy Inc. NRDY · Entity 5208 | PurchaseWarrants to purchase Class A Common Stock · Derivative | 50,000 | $1.15 Strike: $11.50 | $57,500.00 |
DisclosureSEC source: 0000899243-21-048091 · doc4.xml · derivative · entry 1 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,246 Underlying: Class A Common Stock · 50,000 shares Expires 2026-09-20 F1 · shares: The price reported in Column 8 of Table II is a weighted average price. The warrants were purchased in multiple transactions at prices ranging of $1.04 and $1.21. 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 purchased at each separate price at which the transactions were affected. F1 · price: The price reported in Column 8 of Table II is a weighted average price. The warrants were purchased in multiple transactions at prices ranging of $1.04 and $1.21. 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 purchased at each separate price at which the transactions were affected. Read SEC document |
| December 01, 2021 Filed Dec 2, 2021 19:56 UTC | Nerdy Inc. NRDY · Entity 5208 | GrantClass A Common Stock | 194,234 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-046549 · doc4.xml · nonDerivative · entry 2 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 494,234 F2 · kind: Represents RSUs issued under the Nerdy Inc. 2021 Equity Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's Class A Common Stock. The RSUs shall vest as follows: 20% at various points during the period between December 1, 2021 and December 1, 2022, 25% at various points during the twelve months ending December 1, 2023, 27.5% at various points during the twelve months ending December 1, 2024, and 27.5% at various points during the twelve months ending December 1, 2025. Read SEC document |
| December 01, 2021 Filed Dec 2, 2021 19:56 UTC | Nerdy Inc. NRDY · Entity 5208 | GrantClass A Common Stock | 300,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-046549 · doc4.xml · nonDerivative · entry 1 Pello Jason H. · CIK 0001880176 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,000 F1 · kind: Represents Restricted Stock Units ("RSUs") issued under the Nerdy Inc. 2021 Equity Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's Class A Common Stock. The RSUs shall vest as follows: 20% at various points during the period between December 1, 2021 and August 15, 2022, 25% at various points during the twelve months ending August 15, 2023, 27.5% at various points during the twelve months ending August 15, 2024, and 27.5% at various points during the twelve months ending August 15, 2025. 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.