Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cardlytics, Inc.CDLX · Entity 7603 | Director | May 23, 2024 | May 23, 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 May 23, 2024 · Filed May 23, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 38,606 |
Reported balance
After 2024-05-23 transaction · row 1
1 source rowRow 1 · 2024-05-23 · Exercise / conversion · Acquired 28,547 · Balance 38,606 F1: 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. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-05-23 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-05-23 · Exercise / conversion · Disposed 28,547 · Balance 0 F1: 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: The RSUs vested in full on the one-year anniversary of the date of grant. |
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, or at the election of the Issuer, its cash equivalent.
F2: The RSUs vested in full on the one-year anniversary of the date of grant.
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 |
|---|---|---|---|---|---|---|
| May 23, 2024 Filed May 23, 2024 20:36 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Unit · Derivative | 28,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-24-000107 · wk-form4_1716496579.xml · derivative · entry 2 Jensen Jessica · CIK 0001820211 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 28,547 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. F2 · derivative.exercise_date: The RSUs vested in full on the one-year anniversary of the date of grant. F2 · derivative.expiration_date: The RSUs vested in full on the one-year anniversary of the date of grant. Read SEC document |
| May 23, 2024 Filed May 23, 2024 20:36 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 28,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-24-000107 · wk-form4_1716496579.xml · nonDerivative · entry 1 Jensen Jessica · CIK 0001820211 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,606 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 |
| May 24, 2023 Filed May 25, 2023 21:00 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Units · Derivative | 6,465 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-032212 · doc4.xml · derivative · entry 3 Jensen Jessica · CIK 0001820211 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,465 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. F3 · derivative.exercise_date: The RSUs vested in full on the one-year anniversary of the date of grant. F3 · derivative.expiration_date: The RSUs vested in full on the one-year anniversary of the date of grant. Read SEC document |
| May 24, 2023 Filed May 25, 2023 21:00 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 6,465 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-032212 · doc4.xml · nonDerivative · entry 1 Jensen Jessica · CIK 0001820211 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,059 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 |
| May 23, 2023 Filed May 25, 2023 21:00 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GrantRestricted Stock Units · Derivative | 28,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-032212 · doc4.xml · derivative · entry 2 Jensen Jessica · CIK 0001820211 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,547 Underlying: Common Stock · 28,547 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 full on the one-year anniversary of the date of grant, provided that the Reporting Person remains a director of the Issuer on such vesting date. F2 · derivative.expiration_date: The RSUs shall vest in full on the one-year anniversary of the date of grant, provided that the Reporting Person remains a director of the Issuer on such vesting date. Read SEC document |
| May 24, 2022 Filed May 25, 2022 00:51 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GrantRestricted Stock Units · Derivative | 6,465 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-22-000071 · wf-form4_165343989467573.xml · derivative · entry 3 Jensen Jessica · CIK 0001820211 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,465 Underlying: Common Stock · 6,465 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. F3 · derivative.exercise_date: The RSUs shall vest in full on the one-year anniversary of the date of grant, provided that the Reporting Person remains a director of the Issuer on such vesting date. F3 · derivative.expiration_date: The RSUs shall vest in full on the one-year anniversary of the date of grant, provided that the Reporting Person remains a director of the Issuer on such vesting date. Read SEC document |
| May 21, 2022 Filed May 25, 2022 00:51 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Units · Derivative | 1,701 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-22-000071 · wf-form4_165343989467573.xml · derivative · entry 2 Jensen Jessica · CIK 0001820211 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,701 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. F2 · derivative.exercise_date: The RSUs vested in full on the one-year anniversary of the date of grant. F2 · derivative.expiration_date: The RSUs vested in full on the one-year anniversary of the date of grant. Read SEC document |
| May 21, 2022 Filed May 25, 2022 00:51 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 1,701 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-22-000071 · wf-form4_165343989467573.xml · nonDerivative · entry 1 Jensen Jessica · CIK 0001820211 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,594 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 31, 2021 Filed Aug 2, 2021 22:15 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionRestricted Stock Units · Derivative | 1,893 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-21-000151 · wf-form4_162794251454573.xml · derivative · entry 2 Jensen Jessica · CIK 0001820211 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,893 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. F2 · derivative.exercise_date: The RSUs vested in full on the one-year anniversary of the date of grant. F2 · derivative.expiration_date: The RSUs vested in full on the one-year anniversary of the date of grant. Read SEC document |
| July 31, 2021 Filed Aug 2, 2021 22:15 UTC | Cardlytics, Inc. CDLX · Entity 7603 | Exercise / conversionCommon Stock | 1,893 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001666071-21-000151 · wf-form4_162794251454573.xml · nonDerivative · entry 1 Jensen Jessica · CIK 0001820211 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,893 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 |
| May 21, 2021 Filed May 27, 2021 22:55 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GrantRestricted Stock Units · Derivative | 1,701 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-21-000101 · wf-form4_162215610227477.xml · derivative · entry 1 Jensen Jessica · CIK 0001820211 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,701 Underlying: Common Stock · 1,701 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 full on the one-year anniversary of the date of grant, provided that the Reporting Person remains a director of the Issuer on such vesting date. F2 · derivative.expiration_date: The RSUs shall vest in full on the one-year anniversary of the date of grant, provided that the Reporting Person remains a director of the Issuer on such vesting date. Read SEC document |
| July 31, 2020 Filed Aug 4, 2020 23:21 UTC | Cardlytics, Inc. CDLX · Entity 7603 | GrantRestricted Stock Units · Derivative | 1,893 | $0.00 | $0.00 |
DisclosureSEC source: 0001666071-20-000240 · wf-form4_159658321033565.xml · derivative · entry 1 Jensen Jessica · CIK 0001820211 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,893 Underlying: Common Stock · 1,893 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 full on the one-year anniversary of the date of grant, provided that the Reporting Person remains a director of the Issuer on such vesting date. F2 · derivative.expiration_date: The RSUs shall vest in full on the one-year anniversary of the date of grant, provided that the Reporting Person remains a director of 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.