| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| WORLD ACCEPTANCE CORP | 10%+ Owner | Common Stock | 744,491 | $85,877,037 | $115.35 | 14 Apr 2023 | Indirect |
| Cardlytics, Inc. | 10%+ Owner | Common Stock | 5,199,023 | $5,836,943 | $1.12 | 19 Aug 2025 | Indirect |
| Cardlytics, Inc. | 10%+ Owner | 4.25% Convertible Senior Notes due 2029 | 21,243,000 | $1,249,088 | $0.0588 | 18 Aug 2025 | Indirect |
| Party City Holdco Inc. | 10%+ Owner | Common Stock | 0 | 11 Jan 2023 | Indirect |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| CDLX | Cardlytics, Inc. | 18 Aug 2025 | 2 | -$452,760 | 4 | 10%+ Owner | 19 Aug 2025, 20:22 |
| CDLX | Cardlytics, Inc. | 30 Jun 2025 | 2 | $0 | 4 | 10%+ Owner | 02 Jul 2025, 18:02 |
| CDLX | Cardlytics, Inc. | 31 Dec 2024 | 1 | $0 | 4 | 10%+ Owner | 03 Jan 2025, 19:58 |
| CDLX | Cardlytics, Inc. | 30 Dec 2024 | 2 | -$118,071 | 4 | 10%+ Owner | 02 Jan 2025, 19:25 |
| CDLX | Cardlytics, Inc. | 19 Dec 2024 | 1 | -$4,100,625,000,000 | 4 | 10%+ Owner | 23 Dec 2024, 18:53 |
| CDLX | Cardlytics, Inc. | 03 Dec 2024 | 1 | -$77,174 | 4 | 10%+ Owner | 05 Dec 2024, 18:42 |
| CDLX | Cardlytics, Inc. | 28 Jun 2024 | 1 | $0 | 4 | 10%+ Owner | 02 Jul 2024, 19:07 |
| CDLX | Cardlytics, Inc. | 09 May 2024 | 4 | +$2,875,889 | 4/A | 10%+ Owner | 14 May 2024, 12:53 |
| CDLX | Cardlytics, Inc. | 09 May 2024 | 4 | +$2,875,889 | 4 | 10%+ Owner | 13 May 2024, 18:13 |
| CDLX | Cardlytics, Inc. | 01 Apr 2024 | 1 | $0 | 4 | 10%+ Owner | 03 Apr 2024, 16:30 |
| CDLX | Cardlytics, Inc. | 27 Mar 2024 | 1 | $0 | 4 | 10%+ Owner | 29 Mar 2024, 17:08 |
| CDLX | Cardlytics, Inc. | 19 Mar 2024 | 1 | +$4,956,035 | 4 | 10%+ Owner | 21 Mar 2024, 19:34 |
| CDLX | Cardlytics, Inc. | 15 Mar 2024 | 2 | +$8,963,859 | 4 | 10%+ Owner | 18 Mar 2024, 19:48 |
| CDLX | Cardlytics, Inc. | 12 Jan 2024 | 1 | -$120,128 | 4 | 10%+ Owner | 16 Jan 2024, 16:30 |
| CDLX | Cardlytics, Inc. | 02 Jan 2024 | 1 | -$327,698 | 4 | 10%+ Owner | 04 Jan 2024, 16:20 |
| WRLD | WORLD ACCEPTANCE CORP | 13 Apr 2023 | 2 | -$452,893 | 4 | 10%+ Owner | 18 Apr 2023, 09:54 |
| WRLD | WORLD ACCEPTANCE CORP | 03 Apr 2023 | 1 | -$477,846 | 4 | 10%+ Owner | 05 Apr 2023, 21:45 |
| /report/000138713123000270-sosin-clifford-2023-01-11 | Party City Holdco Inc. | 11 Jan 2023 | 1 | -$7,157,953 | 4 | 10%+ Owner | 12 Jan 2023, 09:56 |
| /report/000138713122006027-sosin-clifford-2022-05-09 | Party City Holdco Inc. | 09 May 2022 | 1 | -$642,566 | 4 | 10%+ Owner | 11 May 2022, 21:51 |
| /report/000138713122004785-sosin-clifford-2022-04-08 | Party City Holdco Inc. | 08 Apr 2022 | 1 | +$1,627,939 | 4 | 10%+ Owner | 12 Apr 2022, 21:46 |
| /report/000138713122004749-sosin-clifford-2022-04-07 | Party City Holdco Inc. | 07 Apr 2022 | 1 | +$1,051,179 | 4 | 10%+ Owner | 11 Apr 2022, 21:47 |
| /report/000138713122004689-sosin-clifford-2022-04-06 | Party City Holdco Inc. | 06 Apr 2022 | 1 | +$3,783,008 | 4 | 10%+ Owner | 08 Apr 2022, 21:51 |
| /report/000138713122000172-sosin-clifford-2022-01-05 | Party City Holdco Inc. | 05 Jan 2022 | 2 | +$3,973,717 | 4 | 10%+ Owner | 07 Jan 2022, 20:46 |
| CDLX | Cardlytics, Inc. | 05 Jan 2022 | 2 | +$4,427,688 | 4 | 10%+ Owner | 07 Jan 2022, 20:45 |
| CDLX | Cardlytics, Inc. | 03 Jan 2022 | 2 | +$10,569,152 | 4 | 10%+ Owner | 05 Jan 2022, 20:47 |
| /report/000138713122000098-sosin-clifford-2022-01-03 | Party City Holdco Inc. | 03 Jan 2022 | 2 | +$6,030,359 | 4 | 10%+ Owner | 05 Jan 2022, 20:46 |
| /report/000138713121011786-sosin-clifford-2021-12-01 | Party City Holdco Inc. | 01 Dec 2021 | 1 | +$2,500,306 | 4 | 10%+ Owner | 03 Dec 2021, 20:46 |
| CDLX | Cardlytics, Inc. | 01 Dec 2021 | 1 | +$2,500,291 | 4 | 10%+ Owner | 03 Dec 2021, 20:45 |
| CDLX | Cardlytics, Inc. | 06 Aug 2021 | 1 | +$25,437,524 | 4 | 10%+ Owner | 10 Aug 2021, 21:45 |
| CDLX | Cardlytics, Inc. | 05 Aug 2021 | 1 | +$32,267,980 | 4 | 10%+ Owner | 09 Aug 2021, 21:46 |