John V Balen
CIK 1181211 · last filed 2023-05-25
John V Balen is a corporate insider who has filed 19 SEC Form 4 insider transactions across 1 company since 2018. The most recent filing, for CDLX, was dated May 25, 2023. Across all open-market trades the lifetime net is −$5.0M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $13.9K across reported positions. 12 SEC filings were submitted jointly with L Stephen Green.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
Charts
Trading activity, where the exposure sits, and each trade against the stock price.
CDLX price and trades
Daily close with each Form 4 filing on this company marked: green = open-market buy, red = open-market sale, purple = grants, exercises, gifts and other non-market transactions. Marker size scales with the dollar value.
Shares held
Shares owned after each reported transaction on this company (direct holdings as reported).
Open-market buying and selling
by monthDollar value of open-market purchases (code P, up) and sales (code S, down) across all companies, by filing month. Grants, exercises and gifts are excluded.
Exposure by company
latestMost recently reported shares × current price. Faded bars (*) have had no filing in 3 years, so the person may no longer hold them. Click a bar to chart that company.
Filer Profile
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| CDLX | Director | 6,826 | $2.03 | $13.9K | -$5.00M | 19 | 2023-05-25 |
Recent Filings
19 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2023-05-25 | CDLX | Mixed | +6,465 | $0 | EDGAR |
| 2022-11-09 | CDLX | Buy (P) | +15,000 | $60.5K | EDGAR |
| 2022-08-15 | CDLX | Buy (P) | +5,000 | $84.0K | EDGAR |
| 2022-05-31 | CDLX | Buy (P) | +5,000 | $137.0K | EDGAR |
| 2022-05-24 | CDLX | Mixed | +1,701 | $0 | EDGAR |
| 2022-05-10 | CDLX | Buy (P) | +3,000 | $87.5K | EDGAR |
| 2021-08-31 | CDLX | Buy (P) | +1,000 | $89.8K | EDGAR |
| 2021-08-23 | CDLX | Buy (P) | +2,000 | $160.0K | EDGAR |
| 2021-06-03 | CDLX | Exer (M) | +2,023 | $0 | EDGAR |
| 2021-06-01 | CDLX | Mixed | +3,000 | $287.6K | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.