IPO registrations (S-1, F-1) · Registrants
Cardlytics, Inc.
- SEC CIK
- 1666071 · filings on EDGAR ↗
- Registration
- Form S-1, first filed 2018-01-12, last 2018-01-29; 1 initial registration, 1 amendment
- Outcome
- Final prospectus filed 2018-02-09; declared effective 2018-02-08
- Industry (SIC)
- Services-Computer Programming, Data Processing, Etc. 7370
- Incorporated in
- DE
- Business address
- 675 PONCE DE LEON AVENUE, NE, SUITE 4100, Atlanta, GA 30308
- EIN
- 26-3039436
- Ticker
- CDLX (Nasdaq)
- EDGAR entity type
- operating
- Insiders and CEO pay
- Cardlytics, Inc. on the corporate pages
Offering terms
- Proposed price range
- $13.00–$15.00 per share (S-1/A filed 2018-01-29)
- Final price
- $13.00 per share, within the range (424B4 filed 2018-02-09, an initial public offering)
- Shares sold
- 5,400,000
- Gross proceeds
- $70,200,000 before underwriting discounts and any over-allotment option
- Listing
- Nasdaq under the symbol CDLX
- Lead underwriters
- J.P. Morgan (1,755,000 shares); Merrill Lynch (1,755,000 shares)
- Syndicate
- BofA Securities; Wells Fargo (648,000); Truist Securities (540,000); Raymond James (378,000); KeyBanc Capital Markets (324,000)
Read from the cover pages of the filings listed under “Prospectus pages read” below; check the document for anything that matters.
On this site
- Business registration: CARDLYTICS, INC. EXACT (EIN (EXACT, as the state registration reports it))
- Business registration: Cardlytics, Inc. Fuzzy (name and state)
- Business registration: Cardlytics, Inc. Fuzzy (name and state)
- Business registration: CARDLYTICS, Inc. Fuzzy (name and state)
- Business registration: CARDLYTICS, INC. Fuzzy (name and state)
- Business registration: CARDLYTICS, INC. Fuzzy (name and state)
- Business registration: CARDLYTICS, INC. Fuzzy (name and state)
- Form 5500 plan sponsor: CARDLYTICS, INC. EXACT (EIN (EXACT))
- Form D issuer: Cardlytics, Inc. EXACT (CIK (EXACT))
- SEC filer: Cardlytics, Inc. EXACT (CIK (EXACT))
- Person page: John L Klinck Jr Fuzzy (officer, director or 10% owner on the company's Forms 3, 4 and 5 (Director))
Filings 5
| Filed | Form | What it is | Name as filed | EDGAR |
|---|---|---|---|---|
| 2018-01-12 | S-1 | S-1 (registration) | Cardlytics, Inc. | 0001193125-18-010003 ↗ |
| 2018-01-29 | S-1/A | S-1/A (amendment) | Cardlytics, Inc. | 0001193125-18-022400 ↗ |
| 2018-02-08 | EFFECT | EFFECT (declared effective) | Cardlytics, Inc. | 9999999995-18-000375 ↗ |
| 2018-02-09 | 424B4 | 424B4 (final prospectus) | Cardlytics, Inc. | 0001193125-18-037942 ↗ |
| 2019-08-29 | EFFECT | EFFECT (declared effective) | Cardlytics, Inc. | 9999999995-19-001992 ↗ |
Prospectus pages read 2
| Filed | Form | Read as | Range | Price | Shares | Proceeds | Listing | Underwriters | What was found | Document |
|---|---|---|---|---|---|---|---|---|---|---|
| 2018-01-29 | S-1/A | registration statement | $13.00–$15.00 | 5,400,000 | - | Nasdaq CDLX | 7 | primary document; range, shares headline, cover names 6 | document ↗ | |
| 2018-02-09 | 424B4 | final prospectus | $13.00 | 5,400,000 | $70,200,000 | Nasdaq CDLX | 7 | primary document; price sentence, shares headline, proceeds table, underwriting table 6, cover names 6 | document ↗ |
Officers, directors and large holders Forms 3, 4 and 5
| Insider | Role | Title | Filings | Years | On this site |
|---|---|---|---|---|---|
| Adams David Leslie | Director | 17 | 2018–2023 | ||
| Aeroplan Holdings Europe Sarl | TenPercentOwner | 3 | 2018–2019 | ||
| Aimia Holdings UK Ltd | TenPercentOwner | 3 | 2018–2019 | ||
| Aimia Inc. | TenPercentOwner | 3 | 2018–2019 | ||
| BALEN JOHN V | Director | 21 | 2018–2023 | ||
| Banc of America Strategic Investments CORP | Other; TenPercentOwner | 2 | 2018 | ||
| BANK OF AMERICA CORP /DE/ | Other; TenPercentOwner | 2 | 2018 | ||
| Canaan Partners VIII LLC | Director; Director,TenPercentOwner; TenPercentOwner | 10 | 2018–2019 | ||
| Canaan VIII LP | Director; Director,TenPercentOwner; TenPercentOwner | 10 | 2018–2019 | ||
| Evans David Thomas | Officer | Chief Administrative Officer; Chief Financial Officer | 41 | 2018–2026 | |
| Grimes Scott D. | Director; Director,Officer; Director,Officer,TenPercentOwner | Chief Executive Officer; Executive Chairman | 107 | 2018–2022 | |
| JOHNSON MARK A | Director | 16 | 2018–2022 | ||
| Klinck John L. Jr. | Director | 22 | 2018–2026 | person page Fuzzy | |
| Laube Lynne Marie | Director; Director,Officer | Chief Executive Officer; Chief Operating Officer | 60 | 2018–2022 | |
| Polaris Venture Management Co. V, L.L.C. | Director,TenPercentOwner; TenPercentOwner | 8 | 2018–2019 | ||
| Polaris Venture Partners Entrepreneurs' Fund V, L.P. | Director,TenPercentOwner; TenPercentOwner | 8 | 2018–2019 | ||
| Polaris Venture Partners Founders' Fund V, L.P. | Director,TenPercentOwner; TenPercentOwner | 8 | 2018–2019 | ||
| Polaris Venture Partners Special Founders' Fund V, L.P. | Director,TenPercentOwner; TenPercentOwner | 8 | 2018–2019 | ||
| Polaris Venture Partners V, L.P. | Director,TenPercentOwner; TenPercentOwner | 8 | 2018–2019 | ||
| SOMERS KIRK | Officer | Chief Legal & Privacy Officer | 72 | 2018–2022 | |
| Weisman Tony | Director | 13 | 2018–2023 | ||
| Youngren Bryce | Director; Director,TenPercentOwner | 36 | 2018–2020 | ||
| Lapic S Aimee | Director | 13 | 2019–2024 | ||
| SOSIN CLIFFORD | TenPercentOwner | 43 | 2019–2025 | ||
| Christiansen Andrew | Officer | Chief Financial Officer | 50 | 2020–2023 | |
| Jensen Jessica | Director | 7 | 2020–2024 | ||
| Suh Chris | Director | 5 | 2021–2023 | ||
| Lynton Nicholas Hollmeyer | Officer | Chief Legal & Privacy Officer | 31 | 2022–2026 | |
| Temsamani Karim Saad | Director,Officer | Chief Executive Officer | 13 | 2022–2024 | |
| Gupta Amit | Director,Officer; Officer | Chief Executive Officer; Chief Operating Officer | 26 | 2023–2026 | |
| DeSieno Alexis | Officer | Chief Financial Officer | 17 | 2023–2026 | |
| Hill Scott A | Director | 9 | 2023–2026 | ||
| Mishurov Alex | Director | 1 | 2023 | ||
| Fernandez Andre J | Director | 8 | 2024–2026 | ||
| Francis Jonathan Edward | Director | 8 | 2024–2026 | ||
| Hornsey Liane | Director | 9 | 2024–2026 | ||
| Gupta Srishti A. | Director | 6 | 2024–2026 | ||
| Cheng Christopher Chi-Kit | Officer | Chief Legal & Privacy Officer | 2 | 2026 |
Everyone who filed an insider report for this company, from the SEC’s Insider Transactions Data Sets (2006 on). Person pages are matched by name and state only.
Private offerings before or after (Form D)
| First filed | Issuer | Industry | Offering | Sold | Investors | Filings |
|---|---|---|---|---|---|---|
| 2017-06-09 | Cardlytics, Inc. | Other Technology | $11,940,331 | $11,940,331 | 14 | 1 |
Data: SEC EDGAR. The quarterly full index (every S-1, S-1/A, F-1 and F-1/A since 1993, with the pricing prospectus, notice of effectiveness and withdrawal request of each registrant) and the company submissions data (SIC, state of incorporation, address, EIN, tickers, former names). Company details are what EDGAR holds today, not at the time of the filing.
Also on this site Fuzzy
| Record | Name as filed | Where | Dataset | Matched by |
|---|---|---|---|---|
| Business registration | Cardlytics, Inc. | GA | State business registries | name and state |
| Business registration | Cardlytics, Inc. | GA | State business registries | name and state |
| Business registration | CARDLYTICS, Inc. | GA | State business registries | name and state |
| Business registration | CARDLYTICS, INC. | GA | State business registries | name and state |
| Business registration | CARDLYTICS, INC. | GA | State business registries | name and state |
| Business registration | CARDLYTICS, INC. | GA | State business registries | name and state |
| Business registration | CARDLYTICS, INC. | GA | State business registries | EIN (EXACT, as the state registration reports it) |
| Form D issuer | Cardlytics, Inc. | GA | Form D private offerings | CIK (EXACT) |
| Patent assignee | CARDLYTICS, INC. | GA | Patents (USPTO) | name and state |
| SEC filer | Cardlytics, Inc. | SEC filers (EDGAR) | CIK (EXACT) | |
| Trademark owner | Cardlytics, Inc. | GA | Trademarks (USPTO) | name and state |
| Form 5500 plan sponsor | CARDLYTICS, INC. | EIN (EXACT) | ||
| Person page | John L Klinck Jr | People (Form 990 officers, directors and employees) | officer, director or 10% owner on the company's Forms 3, 4 and 5 (Director) |
Matched by an identifier (EIN, CIK, CRD), by name and state or city, or by street address; a shared name or address is not proof of the same person or organization. Every link says how it was made; how the cross-referencing works.
Others with the same interests
SIC industry Services-Computer Programming, Data Processing, Etc., GA first:
- HARBINGER CORP GA
- BLUE ZONE INC A1
- PROSALUTIS HOLDINGS INC. A1
- LOISLAW COM INC AR
- ILINC COMMUNICATIONS INC AZ
- Leaplab Corp AZ
- 3FORCES INC. AZ
- Linktory Inc. B3
- Moko Social Media Ltd C3
- Locafy Ltd C3
In other datasets, the same topic (Technology) in GA:
- Form D issuer: 2080 MEDIA INC (Form D private offerings)
- Lobbying client: 7P CONSULTING LLC (Federal lobbying (LDA))
Interests: Services-Computer Programming, Data Processing, Etc. · Technology