Form 4 for NRDY Nerdy Inc.
Accepted 2023-09-29 00:00:00 ET · period of report 2023-09-28 · accession 0001628280-23-033333 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2023-09-29 | 2023-09-28 | NRDY | Swenson Christopher C. | CLO | A - Grant | — | +1,072 | 1.29M | +0.1% | — |
| DM | 2023-09-29 | 2023-09-28 | NRDY | Swenson Christopher C. | CLO | D - Sale to Iss | — | -49.9K | 0 | -100% | — |
| DM | 2023-09-29 | 2023-09-28 | NRDY | Swenson Christopher C. | CLO | A - Grant | — | +15.7K | 1.03M | +2% | — |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Class A Common Stock | 2023-09-28 | A | A | 1,072 | — | 1,288,248 | D | — | — | (F1) On September 28, 2023, pursuant to the Issuer's previously announced exchange offer, the reporting person exchanged an aggregate of 4,291 warrants to purchase Class A Common Stock for 1,072 shares of Class A Common Stock, and an aggregate of 17,303 warrants to purchase Class B Common Stock for 4,325 shares of Class B Common Stock. |
| 2 | Derivative | Earnout Shares | 2023-09-28 | D | D | 28,314 | — | 0 | D | — · — to — | 28,314 Class B Common Stock | (F2) On September 28, 2023, pursuant to the concurrent earnout transaction, the reporting person forfeited 16,989 shares of Class A Common Stock that were subject to forfeiture (the Earnout Shares), and removed the forfeiture restrictions on 11,325 Earnout Shares. |
| 3 | Derivative | Class B Common Stock | 2023-09-28 | A | A | 4,325 | — | 1,033,399 | D | — · — to — | 4,325 Class A Common Stock | (F1) On September 28, 2023, pursuant to the Issuer's previously announced exchange offer, the reporting person exchanged an aggregate of 4,291 warrants to purchase Class A Common Stock for 1,072 shares of Class A Common Stock, and an aggregate of 17,303 warrants to purchase Class B Common Stock for 4,325 shares of Class B Common Stock. (F3) Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder and in accordance with the terms of the Second Amended and Restated Operating Agreement of Nerdy LLC. |
| 4 | Derivative | Class B Common Stock | 2023-09-28 | A | A | 11,325 | — | 1,029,074 | D | — · — to — | 11,325 Class A Common Stock | (F2) On September 28, 2023, pursuant to the concurrent earnout transaction, the reporting person forfeited 16,989 shares of Class A Common Stock that were subject to forfeiture (the Earnout Shares), and removed the forfeiture restrictions on 11,325 Earnout Shares. (F3) Each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder and in accordance with the terms of the Second Amended and Restated Operating Agreement of Nerdy LLC. |
| 5 | Derivative | Warrants to purchase | 2023-09-28 | D | D | 4,291 | — | 0 | D | $11.50 · 2021-12-08 to 2026-09-20 | 4,291 Class A Common Stock | (F1) On September 28, 2023, pursuant to the Issuer's previously announced exchange offer, the reporting person exchanged an aggregate of 4,291 warrants to purchase Class A Common Stock for 1,072 shares of Class A Common Stock, and an aggregate of 17,303 warrants to purchase Class B Common Stock for 4,325 shares of Class B Common Stock. |
| 6 | Derivative | Warrants to purchase | 2023-09-28 | D | D | 17,303 | — | 0 | D | — · — to — | 17,303 Class B Common Stock | (F1) On September 28, 2023, pursuant to the Issuer's previously announced exchange offer, the reporting person exchanged an aggregate of 4,291 warrants to purchase Class A Common Stock for 1,072 shares of Class A Common Stock, and an aggregate of 17,303 warrants to purchase Class B Common Stock for 4,325 shares of Class B Common Stock. |