CDLX's three largest insider shareholders as of March 23, 2026 are Clifford Sosin (TenPercentOwner, 5.20Mn shares), Amit Gupta (Chief Executive Officer, 659.64K shares), Karim Saad Temsamani (Chief Executive Officer, 385.53K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Clifford Sosin | 0 | 5,199,023 | 19 Aug, 2025 | |
| Amit Gupta | Chief Executive Officer | 659,644 | 0 | 18 Feb, 2026 |
| Karim Saad Temsamani | Chief Executive Officer | 385,530 | 0 | 04 Jun, 2024 |
| Lynne Marie Laube | 313,547 | 0 | 10 Nov, 2022 | |
| Scott D. Grimes | 248,779 | 0 | 10 Nov, 2022 | |
| Alexis Desieno | Chief Financial Officer | 201,159 | 0 | 05 Jan, 2026 |
| Nicholas Hollmeyer Lynton | Chief Legal Privacy Officer | 122,862 | 0 | 05 Jan, 2026 |
| John L. Jr. Klinck | 78,593 | 0 | 23 May, 2025 | |
| Andrew Christiansen | Chief Financial Officer | 70,775 | 0 | 20 Jul, 2023 |
| Scott A Hill | 57,748 | 0 | 23 May, 2025 | |
| Scott D. Grimes | 0 | 53,112 | 20 Dec, 2021 | |
| Kirk Somers | Chief Legal Privacy Officer | 45,317 | 0 | 22 Jun, 2022 |
| S Aimee Lapic | 42,911 | 0 | 23 May, 2024 | |
| David Leslie Adams | 40,514 | 0 | 25 May, 2023 | |
| Jessica Jensen | 38,606 | 0 | 23 May, 2024 | |
| Mark A Johnson | 37,635 | 0 | 24 May, 2022 | |
| Liane Hornsey | 22,326 | 0 | 23 May, 2025 | |
| Tony Weisman | 16,542 | 0 | 25 May, 2023 | |
| Jonathan Edward Francis | 15,310 | 0 | 23 May, 2025 | |
| Andre J Fernandez | 15,310 | 0 | 23 May, 2025 | |
| Chris Suh | 7,567 | 0 | 25 May, 2023 | |
| Srishti A. Gupta | 6,148 | 0 | 30 Oct, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 27 Feb, 2026 | Amit Gupta | Restricted Stock Units | A | 1,500,000 | $0.00 | 1,500,000 | D | A |
| 18 Feb, 2026 | Nicholas Hollmeyer Lynton | Restricted Stock Unit | A | 220,000 | $0.00 | 220,000 | D | A |
| 16 Feb, 2026 | Amit Gupta | Common Stock | A | 125,000 | - | 631,852 | D | M |
| 16 Feb, 2026 | Amit Gupta | Common Stock | A | 125,000 | - | 756,852 | D | M |
| 17 Feb, 2026 | Amit Gupta | Common Stock | D | 52,049 | $0.90 | 704,803 | D | S |
| 18 Feb, 2026 | Amit Gupta | Common Stock | D | 45,159 | $0.93 | 659,644 | D | S |
| 16 Feb, 2026 | Amit Gupta | Restricted Stock Units | D | 125,000 | $0.00 | 125,000 | D | M |
| 16 Feb, 2026 | Amit Gupta | Restricted Stock Units | D | 125,000 | $0.00 | 125,000 | D | M |
| 12 Jan, 2026 | David Thomas Evans | Restricted Stock Units | A | 1,000,000 | $0.00 | 1,000,000 | D | A |
| 01 Jan, 2026 | Amit Gupta | Common Stock | A | 14,349 | - | 512,659 | D | M |
| 01 Jan, 2026 | Alexis Desieno | Common Stock | A | 14,349 | - | 209,766 | D | M |
| 01 Jan, 2026 | Nicholas Hollmeyer Lynton | Common Stock | A | 581 | - | 116,908 | D | M |
| 05 Jan, 2026 | Amit Gupta | Common Stock | D | 5,807 | $1.17 | 506,852 | D | S |
| 01 Jan, 2026 | Nicholas Hollmeyer Lynton | Common Stock | A | 1,578 | - | 118,486 | D | M |
| 05 Jan, 2026 | Alexis Desieno | Common Stock | D | 8,607 | $1.17 | 201,159 | D | S |
| 01 Jan, 2026 | Alexis Desieno | Restricted Stock Units | D | 14,349 | $0.00 | 14,350 | D | M |
| 01 Jan, 2026 | Amit Gupta | Restricted Stock Units | D | 14,349 | $0.00 | 14,350 | D | M |
| 01 Jan, 2026 | Nicholas Hollmeyer Lynton | Common Stock | A | 10,629 | - | 129,115 | D | M |
| 05 Jan, 2026 | Nicholas Hollmeyer Lynton | Common Stock | D | 6,253 | $1.17 | 122,862 | D | S |
| 01 Jan, 2026 | Nicholas Hollmeyer Lynton | Restricted Stock Unit | D | 581 | $0.00 | 582 | D | M |