| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Director
1 company
John V Balen last filed a Form 4 in May 2023, as Director at CDLX.
Our model assigns John V Balen a middling insider score of 50/100, based on 13 past trades. Over a 12-month horizon, 23.1% of those trades were profitable, with an average 12-month return of -30.7%.
John V Balen has 19 Form 4 filings on record from February 2018 to May 2023, all as Director at Cardlytics (CDLX), 2018–2023.
The 46 reported transactions were 29 open-market purchases, 7 option or other derivative awards, 6 option exercises and 3 open-market sales, plus smaller numbers of other types.
Counted by filing, the open-market trades come to 8 purchases worth about $996K and 1 sale worth about $6.0M.
The largest open-market purchase was 3,000 shares of CDLX at an average $95.87 on May 25, 2021, about $288K. Twelve months later CDLX was down 75%.
The only open-market sale was 187,683 shares of CDLX at an average $31.92 on August 13, 2019, about $6.0M.
Shares as reported in the last Form 4 for each company; the most recent is from May 2023. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Nov 9, 2022 | CDLX Cardlytics, Inc. | Director | Buy | 15,000 | $4.04 | $60,547.50 | +32.1% | +101.4% | +70.3% | |
| Aug 15, 2022 | CDLX Cardlytics, Inc. | Director | Buy | 5,000 | $16.79 | $83,954.69 | +12.0% | -69.9% | -19.4% | |
| May 27, 2022 | CDLX Cardlytics, Inc. | Director | Buy | 5,000 | $27.40 | $136,995.60 | +13.6% | -45.5% | -79.2% | |
| May 10, 2022 | CDLX Cardlytics, Inc. | Director | Buy | 3,000 | $29.18 | $87,546.89 | +9.3% | -43.9% | -78.9% | |
| Aug 30, 2021 | CDLX Cardlytics, Inc. | Director | Buy | 1,000 | $89.85 | $89,850.00 | +3.2% | -23.5% | -85.0% | |
| Aug 20, 2021 | CDLX Cardlytics, Inc. | Director | Buy | 2,000 | $80.01 | $160,016.70 | +6.9% | -7.0% | -80.6% | |
| May 25, 2021 | CDLX Cardlytics, Inc. | Director | Buy | 3,000 | $95.87 | $287,600.00 | +12.5% | -19.2% | -75.0% | |
| Mar 13, 2020 | CDLX Cardlytics, Inc. | Director | Buy | 2,000 | $44.83 | $89,653.04 | +12.7% | - | - | |
| Aug 13, 2019 | CDLX Cardlytics, Inc. | Director | Sell | 187,683 | $31.92 | $5,991,632.88 | -100% | - | - |