Cardlytics filings document a Nasdaq-listed commerce media company's operating results, governance, capital structure, and material events. Form 8-K reports furnish quarterly and annual results, conference-call materials, cost-reduction actions, leadership and compensatory arrangements, and securities information for the company's common stock listed under CDLX.
The filing record also includes disclosure on the completed divestiture of Bridg, including the asset-sale closing and related unaudited pro forma financial statements. Proxy materials cover board matters, shareholder voting items, executive compensation, equity awards, and related governance disclosures for the company’s commerce media business.
Cardlytics (CDLX) reported an insider equity change by a director. On October 30, 2025, 6,148 restricted stock units converted into 6,148 shares of common stock, shown with transaction code M (conversion of a derivative security) at a stated price of $0, consistent with RSU settlement.
The RSUs were granted on October 30, 2024 and vested in full one year later. After the settlement, the reporting person holds 6,148 shares with direct ownership. No sales were reported in this filing.
Nick Lynton, Chief Legal & Privacy Officer of Cardlytics, Inc. (CDLX), reported multiple vesting and a sale related to restricted stock units. On 10/01/2025 the reporting person had 10,630, 581 and 1,578 RSUs treated as acquired (each converts into one share) and those awards increased their reported beneficial ownership to 122,425 shares before a sale. On 10/02/2025 the reporting person sold 6,098 shares at a weighted average price of $2.271 (individual sale prices ranged $2.21–$2.36) and the filing shows 116,327 shares owned after the sale. The filing states the sale was made solely to satisfy tax withholding from RSU vesting and discloses original grant sizes and vesting schedules for each RSU award.
Amit Gupta, Cardlytics, Inc. (CDLX) Chief Executive Officer and director, reported vesting and sales tied to restricted stock units. On 10/01/2025 14,350 RSUs vested (each convertible into one share) and were recorded as an acquisition event. To cover tax withholding for that vesting, 7,799 shares were sold on 10/02/2025 at a weighted average price of $2.271, with reported sale prices ranging from $2.21 to $2.36. After these transactions, the Reporting Person beneficially owned 498,310 shares directly and had 28,699 RSU-based shares remaining that will convert to common stock if vesting conditions are met. The original RSU grant totaled 114,796 shares and vests in eight equal installments through 04/01/2026.
Cardlytics, Inc. (CDLX) Form 144 notice shows an insider intends to sell 8,493 shares of common stock, with an aggregate market value of $19,286.75, on or about 10/02/2025 through Fidelity Brokerage Services LLC on NASDAQ. The shares were acquired on 10/01/2025 by restricted stock vesting as compensation. The filer also reported two prior sales in the past three months: 7,324 shares sold on 07/02/2025 for $13,055.76 and 26,048 shares sold on 08/15/2025 for $31,695.21. The filer certifies no undisclosed material adverse information is known.
Cardlytics, Inc. (CDLX) disclosure shows a proposed insider sale of 7,799 common shares through Fidelity Brokerage Services on 10/02/2025 with an aggregate market value of $17,710.75. The shares were acquired on 10/01/2025 upon restricted stock vesting and were granted as compensation. The filing lists total common shares outstanding as 53,236,901. The filer also reported three sales by Amit Gupta in the prior three months: 6,725 shares on 07/02/2025 (gross proceeds $11,987.99), 68,260 shares on 08/18/2025 (gross proceeds $76,806.15), and 68,685 shares on 08/19/2025 (gross proceeds $76,803.57), totaling 143,670 shares and $165,597.71 in gross proceeds. The notice includes the standard representation that the seller is not aware of undisclosed material adverse information.
Cardlytics, Inc. (CDLX) filed a Form 144 reporting a proposed sale of 6,098 common shares acquired on 10/01/2025 via restricted stock vesting. The filing lists an aggregate market value of $13,847.95 and an approximate sale date of 10/02/2025 on NASDAQ. The filer previously sold 5,271 shares on 07/02/2025 for $9,396.09. The form includes the standard representation that the seller does not possess undisclosed material information about the issuer.
Cardlytics, Inc. announced a major cost-reduction plan that includes cutting approximately 90 full-time employees, about 24% of its current workforce. The company expects to record about $2.3 million in one-time charges for severance and related costs, mostly in the quarter ending December 31, 2025.
Management expects the workforce reduction and related cash payments to be substantially complete by the end of that quarter, and notes that actual expenses could differ. Cardlytics may also face additional costs, including possible impairment charges, related to this restructuring.
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.