Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cardlytics, Inc.CDLX · Entity 7603 | Chief Financial Officer | January 01, 2026 | January 05, 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.
Cardlytics, Inc.
Report date January 01, 2026 · Filed January 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 201,159 |
Ending reported balance
After 2026-01-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-01-01 · Exercise / conversion · Acquired 14,349 · Balance 209,766 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer. Row 2 · 2026-01-05 · Sale · Disposed 8,607 · Balance 201,159 F2: Shares were sold solely to satisfy tax withholding obligations that resulted from the delivery of shares of common stock for RSUs that vested on January 1, 2026. The Reporting Person did not sell shares for any other purpose. F3: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $1.12 to $1.235, 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). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 14,350 |
Reported balance
After 2026-01-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-01-01 · Exercise / conversion · Disposed 14,349 · Balance 14,350 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer. F4: The RSU award was originally for 114,796 shares. The RSU award vested or will vest in eight equal installments on July 1, 2024, October 1, 2024, January 1, 2025, April 1, 2025, July 1, 2025, October 1, 2025, January 1, 2026 and April 1, 2026, provided that the Reporting Person remains employed by the Issuer on such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer.
F2: Shares were sold solely to satisfy tax withholding obligations that resulted from the delivery of shares of common stock for RSUs that vested on January 1, 2026. The Reporting Person did not sell shares for any other purpose.
F3: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $1.12 to $1.235, 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).
F4: The RSU award was originally for 114,796 shares. The RSU award vested or will vest in eight equal installments on July 1, 2024, October 1, 2024, January 1, 2025, April 1, 2025, July 1, 2025, October 1, 2025, January 1, 2026 and April 1, 2026, provided that the Reporting Person remains employed by the Issuer on such vesting date.
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 |
|---|---|---|---|---|---|---|
| January 05, 2026 Filed Jan 5, 2026 23:47 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 8,607 | $1.17 | $10,070.19 |
DisclosureSEC source: 0001628280-26-000721 · wk-form4_1767656830.xml · nonDerivative · entry 2 DeSieno Alexis · CIK 0001987391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 201,159 F2 · shares: Shares were sold solely to satisfy tax withholding obligations that resulted from the delivery of shares of common stock for RSUs that vested on January 1, 2026. The Reporting Person did not sell shares for any other purpose. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $1.12 to $1.235, 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). Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 23:47 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Units · Derivative | 14,349 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-000721 · wk-form4_1767656830.xml · derivative · entry 3 DeSieno Alexis · CIK 0001987391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,350 Underlying: Common Stock · 14,349 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer. F4 · derivative.exercise_date: The RSU award was originally for 114,796 shares. The RSU award vested or will vest in eight equal installments on July 1, 2024, October 1, 2024, January 1, 2025, April 1, 2025, July 1, 2025, October 1, 2025, January 1, 2026 and April 1, 2026, provided that the Reporting Person remains employed by the Issuer on such vesting date. F4 · derivative.expiration_date: The RSU award was originally for 114,796 shares. The RSU award vested or will vest in eight equal installments on July 1, 2024, October 1, 2024, January 1, 2025, April 1, 2025, July 1, 2025, October 1, 2025, January 1, 2026 and April 1, 2026, provided that the Reporting Person remains employed by the Issuer on such vesting date. Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 23:47 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 14,349 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-000721 · wk-form4_1767656830.xml · nonDerivative · entry 1 DeSieno Alexis · CIK 0001987391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 209,766 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer. Read SEC document |
| October 02, 2025 Filed Oct 2, 2025 23:02 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 8,493 | $2.27 | $19,287.60 |
DisclosureSEC source: 0001666071-25-000139 · wk-form4_1759446153.xml · nonDerivative · entry 2 DeSieno Alexis · CIK 0001987391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 195,417 F2 · shares: Shares were sold solely to satisfy tax withholding obligations that resulted from the delivery of shares of common stock for RSUs that vested on October 1, 2025. The Reporting Person did not sell shares for any other purpose. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $2.21 to $2.36, 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 (3). Read SEC document |
| October 01, 2025 Filed Oct 2, 2025 23:02 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Units · Derivative | 14,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-25-000139 · wk-form4_1759446153.xml · derivative · entry 3 DeSieno Alexis · CIK 0001987391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,699 Underlying: Common Stock · 14,350 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer. F4 · derivative.exercise_date: The RSU award was originally for 114,796 shares. The RSU award vested or will vest in eight equal installments on July 1, 2024, October 1, 2024, January 1, 2025, April 1, 2025, July 1, 2025, October 1, 2025, January 1, 2026 and April 1, 2026, provided that the Reporting Person remains employed by the Issuer on such vesting date. F4 · derivative.expiration_date: The RSU award was originally for 114,796 shares. The RSU award vested or will vest in eight equal installments on July 1, 2024, October 1, 2024, January 1, 2025, April 1, 2025, July 1, 2025, October 1, 2025, January 1, 2026 and April 1, 2026, provided that the Reporting Person remains employed by the Issuer on such vesting date. Read SEC document |
| October 01, 2025 Filed Oct 2, 2025 23:02 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 14,350 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001666071-25-000139 · wk-form4_1759446153.xml · nonDerivative · entry 1 DeSieno Alexis · CIK 0001987391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 203,910 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer. Read SEC document |
| August 15, 2025 Filed Aug 18, 2025 20:07 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 26,048 | $1.22 | $31,700.42 |
DisclosureSEC source: 0001666071-25-000128 · wk-form4_1755547624.xml · nonDerivative · entry 2 DeSieno Alexis · CIK 0001987391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 189,560 F2 · shares: Shares were sold solely to satisfy tax withholding obligations that resulted from the delivery of shares of common stock for RSUs that vested on August 14, 2025. The Reporting Person did not sell shares for any other purpose. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $1.19 to $1.265, 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 this footnote (3). Read SEC document |
| August 14, 2025 Filed Aug 18, 2025 20:07 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Units · Derivative | 43,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-25-000128 · wk-form4_1755547624.xml · derivative · entry 3 DeSieno Alexis · CIK 0001987391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 43,750 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. F4 · derivative.exercise_date: The RSU award was originally for 350,000 shares. 50% of the RSUs vested on August 14, 2024 (the "Anniversary Date"), with the remaining 50% vesting in equal amounts quarterly over the one year period following the Anniversary Date, provided that the Reporting Person remains employed by the Issuer on such vesting date. F4 · derivative.expiration_date: The RSU award was originally for 350,000 shares. 50% of the RSUs vested on August 14, 2024 (the "Anniversary Date"), with the remaining 50% vesting in equal amounts quarterly over the one year period following the Anniversary Date, provided that the Reporting Person remains employed by the Issuer on such vesting date. Read SEC document |
| August 14, 2025 Filed Aug 18, 2025 20:07 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 43,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001666071-25-000128 · wk-form4_1755547624.xml · nonDerivative · entry 1 DeSieno Alexis · CIK 0001987391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 215,608 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. Read SEC document |
| July 02, 2025 Filed Jul 2, 2025 22:36 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 7,324 | $1.78 | $13,055.76 |
DisclosureSEC source: 0001666071-25-000116 · wk-form4_1751495809.xml · nonDerivative · entry 2 DeSieno Alexis · CIK 0001987391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 171,858 F2 · shares: Shares were sold solely to satisfy tax withholding obligations that resulted from the delivery of shares of common stock for RSUs that vested on July 1, 2025. The Reporting Person did not sell shares for any other purpose. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $1.66 to $1.8451, 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). Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 22:36 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Units · Derivative | 14,349 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-25-000116 · wk-form4_1751495809.xml · derivative · entry 3 DeSieno Alexis · CIK 0001987391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,049 Underlying: Common Stock · 14,349 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer. F4 · derivative.exercise_date: The RSU award was originally for 114,796 shares. The RSU award vested or will vest in eight equal installments on July 1, 2024, October 1, 2024, January 1, 2025, April 1, 2025, July 1, 2025, October 1, 2025, January 1, 2026 and April 1, 2026, provided that the Reporting Person remains employed by the Issuer on such vesting date. F4 · derivative.expiration_date: The RSU award was originally for 114,796 shares. The RSU award vested or will vest in eight equal installments on July 1, 2024, October 1, 2024, January 1, 2025, April 1, 2025, July 1, 2025, October 1, 2025, January 1, 2026 and April 1, 2026, provided that the Reporting Person remains employed by the Issuer on such vesting date. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 22:36 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 14,349 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001666071-25-000116 · wk-form4_1751495809.xml · nonDerivative · entry 1 DeSieno Alexis · CIK 0001987391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 179,182 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer. Read SEC document |
| June 23, 2025 Filed Jun 25, 2025 20:13 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GrantPerformance Stock Unit · Derivative | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-25-000111 · wk-form4_1750882385.xml · derivative · entry 2 DeSieno Alexis · CIK 0001987391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 shares Expires not disclosed F3 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's Common Stock. F4 · derivative.exercise_date: The PSU vests in specified percentages upon achievement of specified price per share targets, provided that the Reporting Person remains employed by the Issuer on such vesting dates. F4 · derivative.expiration_date: The PSU vests in specified percentages upon achievement of specified price per share targets, provided that the Reporting Person remains employed by the Issuer on such vesting dates. Read SEC document |
| June 23, 2025 Filed Jun 25, 2025 20:13 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GrantRestricted Stock Units · Derivative | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-25-000111 · wk-form4_1750882385.xml · derivative · entry 1 DeSieno Alexis · CIK 0001987391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 40,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F2 · derivative.exercise_date: 50% of the shares underlying the RSU award will vest on June 23, 2026, with the remaining 50% vesting in equal amounts quarterly over a one-year period through June 23, 2027, provided that the Reporting Person remains employed by the Issuer on such vesting dates. F2 · derivative.expiration_date: 50% of the shares underlying the RSU award will vest on June 23, 2026, with the remaining 50% vesting in equal amounts quarterly over a one-year period through June 23, 2027, provided that the Reporting Person remains employed by the Issuer on such vesting dates. Read SEC document |
| May 15, 2025 Filed May 16, 2025 20:03 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 26,217 | $1.94 | $50,808.55 |
DisclosureSEC source: 0001666071-25-000071 · wk-form4_1747425789.xml · nonDerivative · entry 2 DeSieno Alexis · CIK 0001987391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 164,833 F2 · shares: Shares were sold solely to satisfy tax withholding obligations that resulted from the delivery of shares of common stock for RSUs that vested on May 14, 2025. The Reporting Person did not sell shares for any other purpose. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $1.88 to $2.035, 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 this footnote (3). Read SEC document |
| May 14, 2025 Filed May 16, 2025 20:03 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Units · Derivative | 43,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-25-000071 · wk-form4_1747425789.xml · derivative · entry 3 DeSieno Alexis · CIK 0001987391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,750 Underlying: Common Stock · 43,750 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. F4 · derivative.exercise_date: The RSU award was originally for 350,000 shares. 50% of the RSUs vested on August 14, 2024 (the "Anniversary Date"), with the remaining 50% vesting in equal amounts quarterly over the one year period following the Anniversary Date, provided that the Reporting Person remains employed by the Issuer on such vesting date. F4 · derivative.expiration_date: The RSU award was originally for 350,000 shares. 50% of the RSUs vested on August 14, 2024 (the "Anniversary Date"), with the remaining 50% vesting in equal amounts quarterly over the one year period following the Anniversary Date, provided that the Reporting Person remains employed by the Issuer on such vesting date. Read SEC document |
| May 14, 2025 Filed May 16, 2025 20:03 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 43,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001666071-25-000071 · wk-form4_1747425789.xml · nonDerivative · entry 1 DeSieno Alexis · CIK 0001987391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 191,050 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. Read SEC document |
| April 02, 2025 Filed Apr 3, 2025 20:11 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 7,998 | $1.81 | $14,444.39 |
DisclosureSEC source: 0001666071-25-000052 · wk-form4_1743711105.xml · nonDerivative · entry 2 DeSieno Alexis · CIK 0001987391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 147,300 F2 · shares: Shares were sold solely to satisfy tax withholding obligations that resulted from the delivery of shares of common stock for RSUs that vested on April 1, 2025. The Reporting Person did not sell shares for any other purpose. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $1.78 to $1.865, 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). Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:11 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Units · Derivative | 14,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-25-000052 · wk-form4_1743711105.xml · derivative · entry 3 DeSieno Alexis · CIK 0001987391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,398 Underlying: Common Stock · 14,350 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer. F4 · derivative.exercise_date: The RSU award was originally for 114,796 shares. The RSU award vested or will vest in eight equal installments on July 1, 2024, October 1, 2024, January 1, 2025, April 1, 2025, July 1, 2025, October 1, 2025, January 1, 2026 and April 1, 2026, provided that the Reporting Person remains employed by the Issuer on such vesting date. F4 · derivative.expiration_date: The RSU award was originally for 114,796 shares. The RSU award vested or will vest in eight equal installments on July 1, 2024, October 1, 2024, January 1, 2025, April 1, 2025, July 1, 2025, October 1, 2025, January 1, 2026 and April 1, 2026, provided that the Reporting Person remains employed by the Issuer on such vesting date. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:11 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 14,350 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001666071-25-000052 · wk-form4_1743711105.xml · nonDerivative · entry 1 DeSieno Alexis · CIK 0001987391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155,298 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer. Read SEC document |
| March 19, 2025 Filed Mar 22, 2025 00:54 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GrantRestricted Stock Unit · Derivative | 135,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-25-000039 · wk-form4_1742604834.xml · derivative · entry 2 DeSieno Alexis · CIK 0001987391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 135,000 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F4 · derivative.exercise_date: 50% of the shares underlying the RSU award will vest on April 1, 2026, with the remaining 50% vesting in equal amounts quarterly over a one-year period through April 1, 2027, provided that the Reporting Person remains employed by the Issuer on such vesting dates. F4 · derivative.expiration_date: 50% of the shares underlying the RSU award will vest on April 1, 2026, with the remaining 50% vesting in equal amounts quarterly over a one-year period through April 1, 2027, provided that the Reporting Person remains employed by the Issuer on such vesting dates. Read SEC document |
| March 19, 2025 Filed Mar 22, 2025 00:54 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GrantPerformance Stock Unit · Derivative | 50,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-25-000039 · wk-form4_1742604834.xml · derivative · entry 1 DeSieno Alexis · CIK 0001987391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,625 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: The PSU vests in specified percentages upon achievement of specified price per share targets, provided that the Reporting Person remains employed by the Issuer on such vesting dates. F2 · derivative.expiration_date: The PSU vests in specified percentages upon achievement of specified price per share targets, provided that the Reporting Person remains employed by the Issuer on such vesting dates. Read SEC document |
| February 18, 2025 Filed Feb 18, 2025 23:39 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 24,778 | $3.40 | $84,195.64 |
DisclosureSEC source: 0001666071-25-000022 · wk-form4_1739921943.xml · nonDerivative · entry 2 DeSieno Alexis · CIK 0001987391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,948 F2 · shares: Shares were sold solely to satisfy tax withholding obligations that resulted from the delivery of shares of common stock for RSUs that vested on February 14, 2025. The Reporting Person did not sell shares for any other purpose. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $3.285 to $3.515, 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 this footnote (3). Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 23:39 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Units · Derivative | 43,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-25-000022 · wk-form4_1739921943.xml · derivative · entry 3 DeSieno Alexis · CIK 0001987391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,500 Underlying: Common Stock · 43,750 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. F4 · derivative.exercise_date: The RSU award was originally for 350,000 shares. 50% of the RSUs vested on August 14, 2024 (the "Anniversary Date"), with the remaining 50% vesting in equal amounts quarterly over the one year period following the Anniversary Date, provided that the Reporting Person remains employed by the Issuer on such vesting date. F4 · derivative.expiration_date: The RSU award was originally for 350,000 shares. 50% of the RSUs vested on August 14, 2024 (the "Anniversary Date"), with the remaining 50% vesting in equal amounts quarterly over the one year period following the Anniversary Date, provided that the Reporting Person remains employed by the Issuer on such vesting date. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 23:39 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 43,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001666071-25-000022 · wk-form4_1739921943.xml · nonDerivative · entry 1 DeSieno Alexis · CIK 0001987391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 165,726 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. Read SEC document |
| January 03, 2025 Filed Jan 6, 2025 22:52 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 8,854 | $3.67 | $32,467.62 |
DisclosureSEC source: 0001666071-25-000010 · wk-form4_1736203958.xml · nonDerivative · entry 2 DeSieno Alexis · CIK 0001987391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,976 F2 · shares: Shares were sold solely to satisfy tax withholding obligations that resulted from the delivery of shares of common stock for RSUs that vested on January 1, 2025. The Reporting Person did not sell shares for any other purpose. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $3.555 to $3.78, 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). Read SEC document |
| January 01, 2025 Filed Jan 6, 2025 22:52 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Units · Derivative | 14,349 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-25-000010 · wk-form4_1736203958.xml · derivative · entry 3 DeSieno Alexis · CIK 0001987391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,748 Underlying: Common Stock · 14,349 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer. F4 · derivative.exercise_date: The RSU award was originally for 114,796 shares. The RSU award vested or will vest in eight equal installments on July 1, 2024, October 1, 2024, January 1, 2025, April 1, 2025, July 1, 2025, October 1, 2025, January 1, 2026 and April 1, 2026, provided that the Reporting Person remains employed by the Issuer on such vesting date. F4 · derivative.expiration_date: The RSU award was originally for 114,796 shares. The RSU award vested or will vest in eight equal installments on July 1, 2024, October 1, 2024, January 1, 2025, April 1, 2025, July 1, 2025, October 1, 2025, January 1, 2026 and April 1, 2026, provided that the Reporting Person remains employed by the Issuer on such vesting date. Read SEC document |
| January 01, 2025 Filed Jan 6, 2025 22:52 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 14,349 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001666071-25-000010 · wk-form4_1736203958.xml · nonDerivative · entry 1 DeSieno Alexis · CIK 0001987391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,830 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer. Read SEC document |
| November 15, 2024 Filed Nov 15, 2024 23:30 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 25,118 | $3.43 | $86,154.74 |
DisclosureSEC source: 0001666071-24-000171 · wk-form4_1731713436.xml · nonDerivative · entry 2 DeSieno Alexis · CIK 0001987391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,481 F2 · shares: Shares were sold solely to satisfy withholding tax obligations that resulted from the delivery of shares of common stock for RSUs that vested on November 15, 2024. The Reporting Person did not sell shares for any other purpose. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $3.32 to $3.58, 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 this footnote (3) Read SEC document |
| November 14, 2024 Filed Nov 15, 2024 23:30 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Units · Derivative | 43,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-24-000171 · wk-form4_1731713436.xml · derivative · entry 3 DeSieno Alexis · CIK 0001987391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131,250 Underlying: Common Stock · 43,750 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer. F4 · derivative.exercise_date: The RSU award was originally for 350,000 shares. 50% of the RSUs vested on August 14, 2024 (the "Anniversary Date"), with the remaining 50% having vested or vesting in equal amounts quarterly over the one year period following the Anniversary Date, provided that the Reporting Person remains employed by the Issuer on such vesting date. F4 · derivative.expiration_date: The RSU award was originally for 350,000 shares. 50% of the RSUs vested on August 14, 2024 (the "Anniversary Date"), with the remaining 50% having vested or vesting in equal amounts quarterly over the one year period following the Anniversary Date, provided that the Reporting Person remains employed by the Issuer on such vesting date. Read SEC document |
| November 14, 2024 Filed Nov 15, 2024 23:30 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 43,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-24-000171 · wk-form4_1731713436.xml · nonDerivative · entry 1 DeSieno Alexis · CIK 0001987391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,599 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer. Read SEC document |
| October 02, 2024 Filed Oct 3, 2024 11:09 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 7,487 | $3.09 | $23,097.40 |
DisclosureSEC source: 0001666071-24-000150 · wk-form4_1727953768.xml · nonDerivative · entry 2 DeSieno Alexis · CIK 0001987391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,849 F2 · shares: Shares were sold solely to satisfy tax withholding obligations that resulted from the delivery of shares of common stock for RSUs that vested on October 1, 2024. The Reporting Person did not sell shares for any other purpose. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $3.05 to $3.145, 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). Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 11:09 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Units · Derivative | 14,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-24-000150 · wk-form4_1727953768.xml · derivative · entry 3 DeSieno Alexis · CIK 0001987391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,097 Underlying: Common Stock · 14,350 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer. F4 · derivative.exercise_date: The RSU award vested or will vest in eight equal installments on July 1, 2024, October 1, 2024, January 1, 2025, April 1, 2025, July 1, 2025, October 1, 2025, January 1, 2026 and April 1, 2026, provided that the Reporting Person remains employed by the Issuer on such vesting date. F4 · derivative.expiration_date: The RSU award vested or will vest in eight equal installments on July 1, 2024, October 1, 2024, January 1, 2025, April 1, 2025, July 1, 2025, October 1, 2025, January 1, 2026 and April 1, 2026, provided that the Reporting Person remains employed by the Issuer on such vesting date. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 11:09 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 14,350 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001666071-24-000150 · wk-form4_1727953768.xml · nonDerivative · entry 1 DeSieno Alexis · CIK 0001987391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,336 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer. Read SEC document |
| August 15, 2024 Filed Aug 16, 2024 20:22 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 90,912 | $3.71 | $337,101.70 |
DisclosureSEC source: 0001666071-24-000138 · wk-form4_1723839735.xml · nonDerivative · entry 2 DeSieno Alexis · CIK 0001987391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,986 F2 · shares: Shares were sold solely to satisfy withholding tax obligations that resulted from the delivery of shares of common stock for RSUs that vested on August 14, 2024. The Reporting Person did not sell shares for any other purpose. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $3.535 to $3.89, 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 this footnote (2). Read SEC document |
| August 14, 2024 Filed Aug 16, 2024 20:22 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Units · Derivative | 175,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-24-000138 · wk-form4_1723839735.xml · derivative · entry 3 DeSieno Alexis · CIK 0001987391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 175,000 Underlying: Common Stock · 175,000 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 ("RSU") represents a contingent right to receive one share of common stock of the Issuer. F4 · derivative.exercise_date: The RSU award was originally for 350,000 shares. 50% of the RSUs vested on August 14, 2024 (the "Anniversary Date"), with the remaining 50% vesting in equal amounts quarterly over the one year period following the Anniversary Date, provided that the Reporting Person remains employed by the Issuer on such vesting date. F4 · derivative.expiration_date: The RSU award was originally for 350,000 shares. 50% of the RSUs vested on August 14, 2024 (the "Anniversary Date"), with the remaining 50% vesting in equal amounts quarterly over the one year period following the Anniversary Date, provided that the Reporting Person remains employed by the Issuer on such vesting date. Read SEC document |
| August 14, 2024 Filed Aug 16, 2024 20:22 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 175,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-24-000138 · wk-form4_1723839735.xml · nonDerivative · entry 1 DeSieno Alexis · CIK 0001987391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 181,898 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer. Read SEC document |
| July 02, 2024 Filed Jul 2, 2024 23:11 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 7,451 | $7.95 | $59,257.80 |
DisclosureSEC source: 0001666071-24-000117 · wk-form4_1719961853.xml · nonDerivative · entry 2 DeSieno Alexis · CIK 0001987391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,898 F2 · shares: Shares were sold solely to satisfy tax withholding obligations that resulted from the delivery of shares of common stock for RSUs that vested on July 1, 2024. The Reporting Person did not sell shares for any other purpose. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $7.85 to $8.12, 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). Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 23:11 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Units · Derivative | 14,349 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-24-000117 · wk-form4_1719961853.xml · derivative · entry 3 DeSieno Alexis · CIK 0001987391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,447 Underlying: Common Stock · 14,349 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer. F4 · derivative.exercise_date: The RSU award vested or will vest in eight equal installments on July 1, 2024, October 1, 2024, January 1, 2025, April 1, 2025, July 1, 2025, October 1, 2025, January 1, 2026 and April 1, 2026, provided that the Reporting Person remains employed by the Issuer on such vesting date. F4 · derivative.expiration_date: The RSU award vested or will vest in eight equal installments on July 1, 2024, October 1, 2024, January 1, 2025, April 1, 2025, July 1, 2025, October 1, 2025, January 1, 2026 and April 1, 2026, provided that the Reporting Person remains employed by the Issuer on such vesting date. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 23:11 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GrantCommon Stock | 14,349 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001666071-24-000117 · wk-form4_1719961853.xml · nonDerivative · entry 1 DeSieno Alexis · CIK 0001987391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,349 F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer. Read SEC document |
| March 22, 2024 Filed Mar 25, 2024 11:29 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GrantRestricted Stock Unit · Derivative | 114,796 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-24-000048 · wk-form4_1711366148.xml · derivative · entry 1 DeSieno Alexis · CIK 0001987391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,796 Underlying: Common Stock · 114,796 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. F2 · derivative.exercise_date: The RSUs shall vest in eight equal installments on July 1, 2024, October 1, 2024, January 1, 2025, April 1, 2025, July 1, 2025, October 1, 2025, January 1, 2026 and April 1, 2026, provided that the Reporting Person remains employed by the Issuer on such vesting date. F2 · derivative.expiration_date: The RSUs shall vest in eight equal installments on July 1, 2024, October 1, 2024, January 1, 2025, April 1, 2025, July 1, 2025, October 1, 2025, January 1, 2026 and April 1, 2026, provided that the Reporting Person remains employed by the Issuer on such vesting date. Read SEC document |
| August 14, 2023 Filed Aug 14, 2023 20:08 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GrantRestricted Stock Units · Derivative | 350,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-23-000113 · wk-form4_1692043686.xml · derivative · entry 1 DeSieno Alexis · CIK 0001987391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 350,000 Underlying: Common Stock · 350,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. F2 · derivative.exercise_date: 50% of the RSUs shall vest on August 14, 2024 (the "Anniversary Date"), with the remaining 50% vesting in equal amounts quarterly over one year after the Anniversary Date, provided that the Reporting Person remains employed by the Issuer on such vesting date. F2 · derivative.expiration_date: 50% of the RSUs shall vest on August 14, 2024 (the "Anniversary Date"), with the remaining 50% vesting in equal amounts quarterly over one year after the Anniversary Date, provided that the Reporting Person remains employed by the Issuer on such vesting 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.