Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cardlytics, Inc.CDLX · Entity 7603 | Director · Chief Executive Officer | June 01, 2024 | June 04, 2024 |
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 June 01, 2024 · Filed June 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 385,530 |
Ending reported balance
After 2024-06-04 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-06-01 · Exercise / conversion · Acquired 84,079 · Balance 428,659 F1: Each 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. Row 2 · 2024-06-04 · Sale · Disposed 43,129 · Balance 385,530 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 June 1, 2024. 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 $8.55 to $8.83, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (3). |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 756,710 |
Reported balance
After 2024-06-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-06-01 · Exercise / conversion · Disposed 84,079 · Balance 756,710 F1: Each 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: 25% of the RSUs vested on September 1, 2023, with the remaining 75% having vested or vesting in equal amounts over the subsequent three years quarterly thereafter, provided that the Reporting Person remains employed by the Issuer on such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each 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: Shares were sold solely to satisfy tax withholding obligations that resulted from the delivery of shares of common stock for RSUs that vested on June 1, 2024. 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 $8.55 to $8.83, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (3).
F4: 25% of the RSUs vested on September 1, 2023, with the remaining 75% having vested or vesting in equal amounts over the subsequent three years quarterly thereafter, 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 |
|---|---|---|---|---|---|---|
| June 04, 2024 Filed Jun 4, 2024 20:11 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 43,129 | $8.66 | $373,281.50 |
DisclosureSEC source: 0001666071-24-000115 · wk-form4_1717546262.xml · nonDerivative · entry 2 Temsamani Karim Saad · CIK 0001944491 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 385,530 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 June 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 $8.55 to $8.83, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (3). Read SEC document |
| June 01, 2024 Filed Jun 4, 2024 20:11 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Unit · Derivative | 84,079 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-24-000115 · wk-form4_1717546262.xml · derivative · entry 3 Temsamani Karim Saad · CIK 0001944491 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 756,710 Underlying: Common Stock · 84,079 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 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: 25% of the RSUs vested on September 1, 2023, with the remaining 75% having vested or vesting in equal amounts over the subsequent three years quarterly thereafter, provided that the Reporting Person remains employed by the Issuer on such vesting date. F4 · derivative.expiration_date: 25% of the RSUs vested on September 1, 2023, with the remaining 75% having vested or vesting in equal amounts over the subsequent three years quarterly thereafter, provided that the Reporting Person remains employed by the Issuer on such vesting date. Read SEC document |
| June 01, 2024 Filed Jun 4, 2024 20:11 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 84,079 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001666071-24-000115 · wk-form4_1717546262.xml · nonDerivative · entry 1 Temsamani Karim Saad · CIK 0001944491 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 428,659 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 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, 2024 Filed Apr 2, 2024 20:22 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 32,564 | $13.69 | $445,801.16 |
DisclosureSEC source: 0001666071-24-000057 · wk-form4_1712103752.xml · nonDerivative · entry 2 Temsamani Karim Saad · CIK 0001944491 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 344,734 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 April 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 $13.40 to $14.375, 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) and (4). Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 20:22 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Unit · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-24-000057 · wk-form4_1712103752.xml · derivative · entry 4 Temsamani Karim Saad · CIK 0001944491 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,000 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. F5 · derivative.exercise_date: This RSU award was originally for 200,000 shares. 25% of the RSU award vested on each of July 1, 2023, October 1, 2023 and January 1, 2024 and April 1, 2024. F5 · derivative.expiration_date: This RSU award was originally for 200,000 shares. 25% of the RSU award vested on each of July 1, 2023, October 1, 2023 and January 1, 2024 and April 1, 2024. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 20:22 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 154 | $14.41 | $2,219.14 |
DisclosureSEC source: 0001666071-24-000057 · wk-form4_1712103752.xml · nonDerivative · entry 3 Temsamani Karim Saad · CIK 0001944491 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 344,580 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 April 1, 2024. The Reporting Person did not sell shares for any other purpose. F4 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $14.40 to $14.41, inclusive. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 20:22 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 50,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001666071-24-000057 · wk-form4_1712103752.xml · nonDerivative · entry 1 Temsamani Karim Saad · CIK 0001944491 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 377,298 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 22, 2024 Filed Mar 25, 2024 07:30 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GrantRestricted Stock Unit · Derivative | 300,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-24-000050 · wk-form4_1711366199.xml · derivative · entry 1 Temsamani Karim Saad · CIK 0001944491 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 300,000 Underlying: Common Stock · 300,000 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 April 1, 2025, and the remaining 50% shall vest quarterly in equal amounts over the subsequent twelve-month period, 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 April 1, 2025, and the remaining 50% shall vest quarterly in equal amounts over the subsequent twelve-month period, provided that the Reporting Person remains employed by the Issuer on such vesting date. Read SEC document |
| March 04, 2024 Filed Mar 5, 2024 16:24 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 34,515 | $7.89 | $272,323.35 |
DisclosureSEC source: 0001666071-24-000027 · wk-form4_1709673820.xml · nonDerivative · entry 2 Temsamani Karim Saad · CIK 0001944491 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 327,298 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 March 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 $7.66 to $8.405, 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 |
| March 01, 2024 Filed Mar 5, 2024 16:24 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Unit · Derivative | 84,078 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-24-000027 · wk-form4_1709673820.xml · derivative · entry 3 Temsamani Karim Saad · CIK 0001944491 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 840,789 Underlying: Common Stock · 84,078 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 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: 25% of the RSUs vested on September 1, 2023, with the remaining 75% having vested or vesting in equal amounts over the subsequent three years quarterly thereafter, provided that the Reporting Person remains employed by the Issuer on such vesting date. F4 · derivative.expiration_date: 25% of the RSUs vested on September 1, 2023, with the remaining 75% having vested or vesting in equal amounts over the subsequent three years quarterly thereafter, provided that the Reporting Person remains employed by the Issuer on such vesting date. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 16:24 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 84,078 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001666071-24-000027 · wk-form4_1709673820.xml · nonDerivative · entry 1 Temsamani Karim Saad · CIK 0001944491 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 361,813 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 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, 2024 Filed Jan 3, 2024 20:00 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 31,123 | $7.77 | $241,825.71 |
DisclosureSEC source: 0001666071-24-000018 · wk-form4_1704330036.xml · nonDerivative · entry 2 Temsamani Karim Saad · CIK 0001944491 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 277,735 F2 · shares: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for RSUs that vested on January 1, 2024. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $7.50 to $8.3825, 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, 2024 Filed Jan 3, 2024 20:00 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Unit · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-24-000018 · wk-form4_1704330036.xml · derivative · entry 3 Temsamani Karim Saad · CIK 0001944491 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 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: This RSU award was originally for 200,000 shares. 25% of the RSU award vested on each of July 1, 2023, October 1, 2023 and January 1, 2024. An additional 25% of the RSU award shall vest on April 1, 2024 subject to the Reporting Person's continuous service with the Issuer through the vesting date. F4 · derivative.expiration_date: This RSU award was originally for 200,000 shares. 25% of the RSU award vested on each of July 1, 2023, October 1, 2023 and January 1, 2024. An additional 25% of the RSU award shall vest on April 1, 2024 subject to the Reporting Person's continuous service with the Issuer through the vesting date. Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 20:00 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 50,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001666071-24-000018 · wk-form4_1704330036.xml · nonDerivative · entry 1 Temsamani Karim Saad · CIK 0001944491 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 308,858 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 |
| December 05, 2023 Filed Dec 5, 2023 19:53 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 40,413 | $8.21 | $331,790.73 |
DisclosureSEC source: 0001666071-23-000152 · wk-form4_1701823981.xml · nonDerivative · entry 2 Temsamani Karim Saad · CIK 0001944491 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 258,858 F2 · shares: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for restricted stock units that vested on December 1, 2023. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $8.02 to $8.60, 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. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 19:53 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Unit · Derivative | 84,079 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-23-000152 · wk-form4_1701823981.xml · derivative · entry 3 Temsamani Karim Saad · CIK 0001944491 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 924,867 Underlying: Common Stock · 84,079 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. F5 · derivative.exercise_date: 25% of the RSUs vested on September 1, 2023 with the remaining 75% vesting in equal amounts over the subsequent three years quarterly thereafter, provided that the Reporting Person remains employed by the Issuer on such vesting date. F5 · derivative.expiration_date: 25% of the RSUs vested on September 1, 2023 with the remaining 75% vesting in equal amounts over the subsequent three years quarterly thereafter, provided that the Reporting Person remains employed by the Issuer on such vesting date. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 19:53 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 84,079 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-23-000152 · wk-form4_1701823981.xml · nonDerivative · entry 1 Temsamani Karim Saad · CIK 0001944491 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 299,271 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents the underlying vested shares of common stock of the Issuer. Read SEC document |
| October 02, 2023 Filed Oct 3, 2023 18:27 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 106 | $16.35 | $1,733.10 |
DisclosureSEC source: 0001666071-23-000138 · wk-form4_1696372021.xml · nonDerivative · entry 5 Temsamani Karim Saad · CIK 0001944491 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 215,192 F2 · shares: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for RSUs that vested on October 1, 2023. Read SEC document |
| October 02, 2023 Filed Oct 3, 2023 18:27 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 4,708 | $15.70 | $73,915.60 |
DisclosureSEC source: 0001666071-23-000138 · wk-form4_1696372021.xml · nonDerivative · entry 4 Temsamani Karim Saad · CIK 0001944491 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 215,298 F2 · shares: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for RSUs that vested on October 1, 2023. F5 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $15.275 to $16.23, inclusive. Read SEC document |
| October 02, 2023 Filed Oct 3, 2023 18:27 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 8,299 | $14.92 | $123,821.08 |
DisclosureSEC source: 0001666071-23-000138 · wk-form4_1696372021.xml · nonDerivative · entry 3 Temsamani Karim Saad · CIK 0001944491 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 220,006 F2 · shares: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for RSUs that vested on October 1, 2023. F4 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $14.27 to $15.265, inclusive. Read SEC document |
| October 02, 2023 Filed Oct 3, 2023 18:27 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 15,463 | $13.55 | $209,523.65 |
DisclosureSEC source: 0001666071-23-000138 · wk-form4_1696372021.xml · nonDerivative · entry 2 Temsamani Karim Saad · CIK 0001944491 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 228,305 F2 · shares: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for RSUs that vested on October 1, 2023. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $13.21 to $14.20, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (3), (4) and (5) to this Form 4. Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 18:27 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Units · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-23-000138 · wk-form4_1696372021.xml · derivative · entry 6 Temsamani Karim Saad · CIK 0001944491 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 50,000 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. F6 · derivative.exercise_date: This RSU award was originally for 200,000 shares. 25% of the RSU award vested on each of July 1, 2023 and October 1, 2023. An additional 25% of the RSU award shall vest on each of January 1, 2024 and April 1, 2024, respectively, subject to the Reporting Person's continuous service with the Issuer through each applicable vesting date. F6 · derivative.expiration_date: This RSU award was originally for 200,000 shares. 25% of the RSU award vested on each of July 1, 2023 and October 1, 2023. An additional 25% of the RSU award shall vest on each of January 1, 2024 and April 1, 2024, respectively, subject to the Reporting Person's continuous service with the Issuer through each applicable vesting date. Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 18:27 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 50,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001666071-23-000138 · wk-form4_1696372021.xml · nonDerivative · entry 1 Temsamani Karim Saad · CIK 0001944491 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 243,768 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 |
| September 08, 2023 Filed Sep 11, 2023 16:02 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 81,542 | $17.71 | $1,444,027.28 |
DisclosureSEC source: 0001666071-23-000126 · wk-form4_1694462558.xml · nonDerivative · entry 2 Temsamani Karim Saad · CIK 0001944491 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 193,768 F1 · shares: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for restricted stock units that vested on September 1, 2023. F3 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $17.26 to $18.25, inclusive. Read SEC document |
| September 07, 2023 Filed Sep 11, 2023 16:02 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 85,431 | $16.90 | $1,444,040.19 |
DisclosureSEC source: 0001666071-23-000126 · wk-form4_1694462558.xml · nonDerivative · entry 1 Temsamani Karim Saad · CIK 0001944491 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 275,310 F1 · shares: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for restricted stock units that vested on September 1, 2023. F2 · price: The price reported is a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $16.43 to $17.41, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (2) and (3) to this Form 4. Read SEC document |
| September 01, 2023 Filed Sep 5, 2023 16:05 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Unit · Derivative | 336,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-23-000115 · wk-form4_1693944317.xml · derivative · entry 2 Temsamani Karim Saad · CIK 0001944491 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,008,946 Underlying: Common Stock · 336,315 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each 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. F3 · derivative.exercise_date: 25% of the RSUs vested on September 1, 2023 with the remaining 75% vesting in equal amounts over the subsequent three years quarterly thereafter, provided that the Reporting Person remains employed by the Issuer on such vesting date. F3 · derivative.expiration_date: 25% of the RSUs vested on September 1, 2023 with the remaining 75% vesting in equal amounts over the subsequent three years quarterly thereafter, provided that the Reporting Person remains employed by the Issuer on such vesting date. Read SEC document |
| September 01, 2023 Filed Sep 5, 2023 16:05 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 336,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-23-000115 · wk-form4_1693944317.xml · nonDerivative · entry 1 Temsamani Karim Saad · CIK 0001944491 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 360,741 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents the underlying vested shares of common stock of the Issuer. Read SEC document |
| July 03, 2023 Filed Jul 5, 2023 18:39 UTC | Cardlytics, Inc. CDLX · Entity 7603 | SaleCommon Stock | 25,574 | $6.13 | $156,666.32 |
DisclosureSEC source: 0001666071-23-000084 · wk-form4_1688596743.xml · nonDerivative · entry 2 Temsamani Karim Saad · CIK 0001944491 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,426 F2 · shares: Shares sold to satisfy withholding tax obligations upon the delivery of shares of common stock for restricted stock units ("RSUs") that vested on July 1, 2023. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $5.98 to $6.48 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon receipt, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| July 01, 2023 Filed Jul 5, 2023 18:39 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Unit · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-23-000084 · wk-form4_1688596743.xml · derivative · entry 3 Temsamani Karim Saad · CIK 0001944491 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 50,000 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. F4 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock of the Issuer, or at the election of the Issuer, its cash equivalent. F5 · derivative.exercise_date: 25% of the RSUs shall vest on each of July 1, 2023, October 1, 2023, January 1, 2024 and April 1, 2024, respectively, subject to the Reporting Person's continuous service with the Issuer through each applicable vesting date. F5 · derivative.expiration_date: 25% of the RSUs shall vest on each of July 1, 2023, October 1, 2023, January 1, 2024 and April 1, 2024, respectively, subject to the Reporting Person's continuous service with the Issuer through each applicable vesting date. Read SEC document |
| July 01, 2023 Filed Jul 5, 2023 18:39 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-23-000084 · wk-form4_1688596743.xml · nonDerivative · entry 1 Temsamani Karim Saad · CIK 0001944491 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents the underlying vested shares of common stock of the Issuer which have not been delivered. Read SEC document |
| April 05, 2023 Filed Apr 12, 2023 17:30 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GrantRestricted Stock Units · Derivative | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-23-000062 · wf-form4_168133500657062.xml · derivative · entry 1 Temsamani Karim Saad · CIK 0001944491 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 shares Expires not disclosed F1 · derivative.exercise_price: Each 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: 25% of the RSUs shall vest on each of July 1, 2023, October 1, 2023, January 1, 2024 and April 1, 2024, respectively, subject to the Reporting Person's continuous service with the Issuer through each applicable vesting date. F2 · derivative.expiration_date: 25% of the RSUs shall vest on each of July 1, 2023, October 1, 2023, January 1, 2024 and April 1, 2024, respectively, subject to the Reporting Person's continuous service with the Issuer through each applicable vesting date. Read SEC document |
| September 01, 2022 Filed Sep 1, 2022 08:01 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GrantRestricted Stock Unit · Derivative | 1,345,261 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-22-000124 · wf-form4_166203369469981.xml · derivative · entry 1 Temsamani Karim Saad · CIK 0001944491 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,345,261 Underlying: Common Stock · 1,345,261 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: 25% of the RSUs shall vest on September 1, 2023 with the remaining 75% vesting in equal amounts over the subsequent three years quarterly thereafter, provided that the Reporting Person remains employed by the Issuer on such vesting date. F2 · derivative.expiration_date: 25% of the RSUs shall vest on September 1, 2023 with the remaining 75% vesting in equal amounts over the subsequent three years quarterly thereafter, 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.