Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NERDWALLET, INC.NRDS · Entity 2280 | Chief Product Officer | December 05, 2022 | December 06, 2022 |
| Shutterstock, Inc.SSTK · Entity 6283 | GLOBAL HEAD OF ECOMMERCE | May 01, 2024 | May 02, 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.
NERDWALLET, INC.
Report date December 05, 2022 · Filed December 06, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 126,973 |
Reported balance
After 2022-12-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-12-05 · Sale · Disposed 27,974 · Balance 126,973 F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 25, 2022. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $11.71 to $12.61, 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 above. F3: Includes 126,973 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 25, 2022.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $11.71 to $12.61, 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 above.
F3: Includes 126,973 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.
Shutterstock, Inc.
Report date May 01, 2024 · Filed May 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,974 |
Reported balance
After 2024-05-01 transaction · row 1
1 source rowRow 1 · 2024-05-01 · Sale · Disposed 5,439 · Balance 1,974 F1: Shares were sold pursuant to a duly adopted 10b5-1 trading plan entered into in accordance with the Issuer's insider trading policy. The plan provides for periodic sales of shares over the period beginning on August 7, 2023 through August 2, 2024 and was entered into for investment diversification purposes. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were sold pursuant to a duly adopted 10b5-1 trading plan entered into in accordance with the Issuer's insider trading policy. The plan provides for periodic sales of shares over the period beginning on August 7, 2023 through August 2, 2024 and was entered into for investment diversification purposes.
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 01, 2024 Filed May 2, 2024 20:20 UTC | Shutterstock, Inc. SSTK · Entity 6283 | SaleCommon Stock | 5,439 | $42.91 | $233,387.49 |
DisclosureSEC source: 0001415889-24-011997 · form4-05022024_040501.xml · nonDerivative · entry 1 Caine John · CIK 0001899884 · GLOBAL HEAD OF ECOMMERCE 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,974 F1 · kind: Shares were sold pursuant to a duly adopted 10b5-1 trading plan entered into in accordance with the Issuer's insider trading policy. The plan provides for periodic sales of shares over the period beginning on August 7, 2023 through August 2, 2024 and was entered into for investment diversification purposes. Read SEC document |
| April 05, 2024 Filed Apr 8, 2024 20:20 UTC | Shutterstock, Inc. SSTK · Entity 6283 | SaleCommon Stock | 1,974 | $43.30 | $85,474.20 |
DisclosureSEC source: 0001415889-24-010489 · form4-04082024_040401.xml · nonDerivative · entry 1 Caine John · CIK 0001899884 · GLOBAL HEAD OF ECOMMERCE 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,413 F1 · kind: Shares were sold pursuant to a duly adopted 10b5-1 trading plan entered into in accordance with the Issuer's insider trading policy. The plan provides for periodic sales of shares over the period beginning on August 7, 2023 through August 2, 2024 and was entered into for investment diversification purposes. Read SEC document |
| April 04, 2024 Filed Apr 5, 2024 20:20 UTC | Shutterstock, Inc. SSTK · Entity 6283 | Exercise / conversionPerformance-based Restricted Stock Unit · Derivative | 8,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-010396 · form4-04052024_040401.xml · derivative · entry 3 Caine John · CIK 0001899884 · GLOBAL HEAD OF ECOMMERCE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,746 Underlying: Common Stock · 8,067 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 Performance-based Restricted Stock Unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.expiration_date: PSU award granted on April 3, 2023 that vests in three equal annual installments beginning April 1, 2024, contingent upon, and subject to adjustment based on, the achievement of certain adjusted EBITDA margin and revenue growth performance thresholds for each annual performance period. Subject to Compensation Committee confirmation of achievement of performance and subject to adjustment pursuant to the award agreement. Read SEC document |
| April 04, 2024 Filed Apr 5, 2024 20:20 UTC | Shutterstock, Inc. SSTK · Entity 6283 | Tax withholdingCommon Stock | 4,119 | $45.21 | $186,219.99 |
DisclosureSEC source: 0001415889-24-010396 · form4-04052024_040401.xml · nonDerivative · entry 2 Caine John · CIK 0001899884 · GLOBAL HEAD OF ECOMMERCE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,387 Read SEC document |
| April 04, 2024 Filed Apr 5, 2024 20:20 UTC | Shutterstock, Inc. SSTK · Entity 6283 | Exercise / conversionCommon Stock | 8,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-010396 · form4-04052024_040401.xml · nonDerivative · entry 1 Caine John · CIK 0001899884 · GLOBAL HEAD OF ECOMMERCE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,506 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. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:35 UTC | Shutterstock, Inc. SSTK · Entity 6283 | GrantRestricted Stock Unit · Derivative | 4,964 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-010018 · form4-04032024_040421.xml · derivative · entry 2 Caine John · CIK 0001899884 · GLOBAL HEAD OF ECOMMERCE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,964 Underlying: Common Stock · 4,964 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: RSU award granted on April 1, 2024 that vests in three equal annual installments beginning April 1, 2025, subject to the Reporting Person's continued employment on such vesting date. F4 · derivative.expiration_date: RSU award granted on April 1, 2024 that vests in three equal annual installments beginning April 1, 2025, subject to the Reporting Person's continued employment on such vesting date. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:35 UTC | Shutterstock, Inc. SSTK · Entity 6283 | GrantPerformance-based Restricted Stock Unit · Derivative | 14,893 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-010018 · form4-04032024_040421.xml · derivative · entry 1 Caine John · CIK 0001899884 · GLOBAL HEAD OF ECOMMERCE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,893 Underlying: Common Stock · 14,893 shares Expires not disclosed F1 · derivative.exercise_price: Each Performance-based Restricted Stock Unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: PSU award granted on April 1, 2024 that vests in three equal annual installments beginning April 1, 2025, contingent upon, and subject to adjustment based on, the achievement of certain adjusted EBITDA margin and revenue growth performance thresholds for each annual performance period. Subject to Compensation Committee confirmation of achievement of performance and subject to adjustment pursuant to the award agreement. F2 · derivative.expiration_date: PSU award granted on April 1, 2024 that vests in three equal annual installments beginning April 1, 2025, contingent upon, and subject to adjustment based on, the achievement of certain adjusted EBITDA margin and revenue growth performance thresholds for each annual performance period. Subject to Compensation Committee confirmation of achievement of performance and subject to adjustment pursuant to the award agreement. Read SEC document |
| February 05, 2024 Filed Feb 6, 2024 22:00 UTC | Shutterstock, Inc. SSTK · Entity 6283 | SaleCommon Stock | 5,440 | $47.20 | $256,768.00 |
DisclosureSEC source: 0001415889-24-002829 · form4-02062024_100228.xml · nonDerivative · entry 1 Caine John · CIK 0001899884 · GLOBAL HEAD OF ECOMMERCE 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,439 F1 · kind: Shares were sold pursuant to a duly adopted 10b5-1 trading plan entered into in accordance with the Issuer's insider trading policy. The plan provides for periodic sales of shares over the period beginning on August 7, 2023 through August 2, 2024 and was entered into for investment diversification purposes. Read SEC document |
| February 02, 2024 Filed Feb 5, 2024 21:20 UTC | Shutterstock, Inc. SSTK · Entity 6283 | Exercise / conversionRestricted Stock Unit · Derivative | 17,199 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-002506 · form4-02052024_040201.xml · derivative · entry 3 Caine John · CIK 0001899884 · GLOBAL HEAD OF ECOMMERCE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,600 Underlying: Common Stock · 17,199 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 the Issuer's common stock. F2 · derivative.expiration_date: RSU award granted on February 1, 2023 that vested 25% on February 1, 2024 and will vest as follows: 25% on February 1, 2025; then 6.25% on each of May 1, 2025, August 1, 2025, November 1, 2025, February 1, 2026, May 1, 2026, August 1, 2026, November 1, 2026 and February 1, 2027, subject to the Reporting Person's continued employment on such vesting date. Read SEC document |
| February 02, 2024 Filed Feb 5, 2024 21:20 UTC | Shutterstock, Inc. SSTK · Entity 6283 | Tax withholdingCommon Stock | 6,320 | $47.38 | $299,441.60 |
DisclosureSEC source: 0001415889-24-002506 · form4-02052024_040201.xml · nonDerivative · entry 2 Caine John · CIK 0001899884 · GLOBAL HEAD OF ECOMMERCE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,879 Read SEC document |
| February 02, 2024 Filed Feb 5, 2024 21:20 UTC | Shutterstock, Inc. SSTK · Entity 6283 | Exercise / conversionCommon Stock | 17,199 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-002506 · form4-02052024_040201.xml · nonDerivative · entry 1 Caine John · CIK 0001899884 · GLOBAL HEAD OF ECOMMERCE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,199 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. Read SEC document |
| October 23, 2023 Filed Oct 25, 2023 20:20 UTC | Shutterstock, Inc. SSTK · Entity 6283 | GrantRestricted Stock Unit · Derivative | 13,061 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-014518 · form4-10252023_041001.xml · derivative · entry 1 Caine John · CIK 0001899884 · GLOBAL HEAD OF ECOMMERCE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,061 Underlying: Common Stock · 13,061 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: RSU granted on October 23, 2023 that vests in three equal annual installments beginning October 1, 2024, subject to the Reporting Person's continued employment on such vesting date. F2 · derivative.expiration_date: RSU granted on October 23, 2023 that vests in three equal annual installments beginning October 1, 2024, subject to the Reporting Person's continued employment on such vesting date. Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 20:30 UTC | Shutterstock, Inc. SSTK · Entity 6283 | GrantPerformance-based Restricted Stock Unit · Derivative | 20,618 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-006279 · form4-04052023_040404.xml · derivative · entry 1 Caine John · CIK 0001899884 · GLOBAL HEAD OF ECOMMERCE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,618 Underlying: Common Stock · 20,618 shares Expires not disclosed F1 · derivative.exercise_price: Each Performance-based RSU ("PSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: PSU award granted on April 3, 2023 that vests in three equal annual installments beginning April 1, 2024, contingent upon, and subject to adjustment based on, the achievement of certain adjusted EBITDA margin and revenue growth performance thresholds for each annual performance period. Subject to Compensation Committee confirmation of achievement of performance and subject to adjustment pursuant to the award agreement. F2 · derivative.expiration_date: PSU award granted on April 3, 2023 that vests in three equal annual installments beginning April 1, 2024, contingent upon, and subject to adjustment based on, the achievement of certain adjusted EBITDA margin and revenue growth performance thresholds for each annual performance period. Subject to Compensation Committee confirmation of achievement of performance and subject to adjustment pursuant to the award agreement. Read SEC document |
| February 01, 2023 Filed Feb 2, 2023 21:25 UTC | Shutterstock, Inc. SSTK · Entity 6283 | GrantRestricted Stock Unit · Derivative | 68,799 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-001806 · form4-02022023_040201.xml · derivative · entry 1 Caine John · CIK 0001899884 · GLOBAL HEAD OF ECOMMERCE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 68,799 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: RSU award granted on February 1, 2023 that vests as follows: 25% on February 1, 2024; 25% on February 1, 2025; then 6.25% on each of May 1, 2025, August 1, 2025, November 1, 2025, February 1, 2026, May 1, 2026, August 1, 2026, November 1, 2026 and February 1, 2027, subject to the Reporting Person's continued employment on such vesting date. F2 · derivative.expiration_date: RSU award granted on February 1, 2023 that vests as follows: 25% on February 1, 2024; 25% on February 1, 2025; then 6.25% on each of May 1, 2025, August 1, 2025, November 1, 2025, February 1, 2026, May 1, 2026, August 1, 2026, November 1, 2026 and February 1, 2027, subject to the Reporting Person's continued employment on such vesting date. Read SEC document |
| December 05, 2022 Filed Dec 6, 2022 21:26 UTC | NERDWALLET, INC. NRDS · Entity 2280 | SaleClass A Common Stock | 27,974 | $11.95 | $334,196.99 |
DisclosureSEC source: 0001625278-22-000183 · wf-form4_167036194827933.xml · nonDerivative · entry 1 Caine John · CIK 0001899884 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,973 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 25, 2022. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $11.71 to $12.61, 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 above. F3 · balance_after: Includes 126,973 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| December 01, 2022 Filed Dec 5, 2022 22:30 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 11,015 | $13.17 | $145,067.55 |
DisclosureSEC source: 0001625278-22-000179 · wf-form4_167027943413496.xml · nonDerivative · entry 1 Caine John · CIK 0001899884 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,947 F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligation due to the vesting of Restricted Stock Units ("RSUs"). F2 · balance_after: Includes 126,973 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer. 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.