Welcome to our dedicated page for Cardlytics SEC filings (Ticker: CDLX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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CAS Investment Partners, Sosin Master and related entities report combined shared beneficial ownership of 5,198,067 shares of Cardlytics (CDLX), representing approximately 9.8% of the outstanding common stock based on 53,236,901 shares outstanding as of July 31, 2025. Sosin Master directly holds 3,198,584 shares (about 6.0%) and CSWR directly holds 1,999,483 shares (about 3.8%). The filing states the Sosin entities purchased shares in open market transactions funded primarily with working capital; aggregate purchase prices were approximately $88.6 million for Sosin Master and $65.0 million for CSWR. Reporting persons disclose shared voting and dispositive power only and note holdings of convertible notes with principal amounts of $13.74 million (Sosin Master) and $7.50 million (CSWR), which may be settled in cash or shares at the issuer’s option.
The Form 4 shows Clifford Sosin, a director and managing member of CAS Investment Partners, disclosed two open-market sales of Cardlytics, Inc. (CDLX) common stock: 200,000 shares on 08/18/2025 at $1.1411 and 200,000 shares on 08/19/2025 at $1.1227, reducing his reported indirect beneficial ownership to 5,199,023 shares after the second sale. The filing also discloses that Sosin-affiliated entities (Sosin Master and CSWR) directly hold significant principal amounts of the issuer's 4.25% Convertible Senior Notes due 2029, which convert at an initial rate of 55.4939 shares per $1,000 principal, representing 1,178,856 underlying shares and a total potential of 21,243,000 shares referenced in the filing.
Amit Gupta, Chief Executive Officer and Director of Cardlytics, Inc. (CDLX), reported vesting and subsequent sales of restricted stock units in a Form 4 filing. Two installments of 125,000 RSUs each were treated as acquired/settled on 08/18/2025, increasing his beneficial ownership to 628,704 shares before sales. On 08/18/2025 and 08/19/2025, Mr. Gupta sold 68,260 and 68,685 shares, respectively, solely to satisfy tax-withholding obligations from the RSU vesting. The weighted-average sale prices reported were approximately $1.125 and $1.118, with sales prices within disclosed ranges.
Cardlytics, Inc. (CDLX) notice reports a proposed sale of 68,685 common shares through Fidelity Brokerage Services with an aggregate market value of $76,803.57, and an approximate sale date of 08/19/2025 on NASDAQ. The shares were acquired by restricted stock vesting from the issuer on 08/15/2025 and were issued as compensation. The filer disclosed two recent sales by Amit Gupta: 6,725 shares sold on 07/02/2025 for $11,987.99 and 68,260 shares sold on 08/18/2025 for $76,806.15. The notice includes the standard signature representation that the seller is not aware of undisclosed material adverse information.
Cardlytics, Inc. (CDLX) filed a Form 144 notice reporting a proposed sale of 68,260 common shares through Fidelity Brokerage Services with an aggregate market value of $76,806.15. The filing lists the number of shares outstanding as 53,236,901 and indicates an approximate sale date of 08/18/2025 on NASDAQ. The securities were acquired as restricted stock vesting from the issuer on 08/15/2025 and the payment nature is noted as compensation.
The filer also reported a prior sale on 07/02/2025 of 6,725 shares for gross proceeds of $11,987.99. The filing includes the standard representation that the seller is not aware of undisclosed material adverse information about the issuer.
Cardlytics (CDLX) Chief Financial Officer Alexis DeSieno reported the vesting and partial disposition of restricted stock units. On 08/14/2025 Ms. DeSieno had 43,750 RSUs vest, which increased her beneficial ownership to 215,608 shares. The next day, 08/15/2025, she sold 26,048 shares at a weighted average price of $1.217 to satisfy tax withholding obligations, leaving her with 189,560 shares reported as directly beneficially owned. The RSU award referenced was originally for 350,000 shares, with 50% having vested on 08/14/2024 and the remainder vesting quarterly over the following year, subject to continued employment.
Form 144 filing for Cardlytics, Inc. (CDLX) shows a proposed sale of 26,048 common shares through Fidelity Brokerage Services on 08/15/2025 with an aggregate market value of $31,695.21. The shares were acquired on 08/14/2025 via restricted stock vesting and were paid as compensation. The filing lists total shares outstanding of 53,236,901. The filer also reported two prior sales in the past three months: 26,217 shares sold on 05/15/2025 for $50,808.55 and 7,324 shares sold on 07/02/2025 for $13,055.76. The notice includes the standard representation that the seller is not aware of undisclosed material adverse information.
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