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Light Street Capital Management, LLC's Form 4 filing

Nerdy Inc. (NRDY) · filed Sep 21, 2021

Accession no.
0001567619-21-017423
Filed
Sep 21, 2021, 9:55 PM ET
Trade date
Sep 17-21, 2021
Filing delay
4 days
Rule 10b5-1 plan
Not on the form (before 2023)

This filing lists 8 non-derivative transactions and 2 derivative transactions. Open-market purchases total $28.3M. It was filed 4 days after the trade.

Reporting owners

A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.

Reporting owners on this filing
OwnerRelationship to the company
Light Street Capital Management, LLCCIK 000156904910% Owner
Kacher Glen ThomasCIK 000172353410% Owner
Light Street Mercury Master Fund, L.P.CIK 000172364210% Owner

Non-derivative securities (Table I)

Acquisitions and disposals of common stock and similar shares, one row per line on the filing.

Non-derivative transactions
Trade dateSecurityTransactionSharesPriceValueShares afterOwnershipFlags
Sep 17, 2021Class A ordinary shares, par value $0.0001 per sharePPurchaseAcquired+20,086$11.13+$223,617.44583,842Indirect
Sep 17, 2021Class A ordinary shares, par value $0.0001 per sharePPurchaseAcquired+3,616$11.13+$40,256.93108,560Indirect
Sep 20, 2021Class A ordinary shares, par value $0.0001 per sharePPurchaseAcquired+540,000$10.00F5+$5,400,0006,336,937Indirect
Sep 20, 2021Class A ordinary shares, par value $0.0001 per sharePPurchaseAcquired+2,200,000$10.00F6+$22,000,0008,536,937Indirect
Sep 20, 2021Class A ordinary shares, par value $0.0001 per sharePPurchaseAcquired+48,210$10.00F5+$482,100632,052Indirect
Sep 20, 2021Class A ordinary shares, par value $0.0001 per sharePPurchaseAcquired+11,790$10.00F5+$117,900120,350Indirect
Sep 21, 2021Class A ordinary shares, par value $0.0001 per sharePPurchaseAcquired+3,257$11.55+$37,603.04635,309Indirect
Sep 21, 2021Class A ordinary shares, par value $0.0001 per sharePPurchaseAcquired+543$11.55+$6,269.1120,893Indirect

Derivative securities (Table II)

Options, warrants, restricted stock units and similar. Shares are the underlying shares; price and value are for the derivative itself, and the holding after is in derivative units.

Derivative transactions
Trade dateSecurityTransactionUnderlying sharesUnit priceValueHeld afterOwnershipFlags
Sep 20, 2021Class A ordinary shares, par value $0.0001 per shaPPurchaseAcquired+900,000–F8–900,000Indirect
Sep 20, 2021Class A ordinary shares, par value $0.0001 per shaPPurchaseAcquired+400,000–F6–400,000Indirect

Footnotes and remarks

Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.

F5

These Shares were acquired in connection with the closing of the Business Combination between the Issuer and Live Learning Technologies LLC (the "Closing"), pursuant to a Subscription Agreement with the Issuer dated January 28, 2021 (the "PIPE Financing").

Referenced by the price of 3 transactions in Table I.

F6

These Shares and warrants to acquire Shares ("Warrants") were acquired in connection with the Closing, pursuant to a Forward Purchase Agreement with the Issuer dated September 23, 2020 (the "Forward Purchase Agreement"). Pursuant to the Forward Purchase Agreement, the Issuer agreed to issue to Class A Shares at a price of $10.00 per share, plus warrants to purchase one Class A Share at $11.50 per share. The transactions contemplated by the PIPE Financing and Forward Purchase Agreement closed substantially concurrently with the Closing.

Referenced by the price of 1 transaction in Table I and 1 transaction in Table II.

F8

These Warrants were part of Units of the Issuer that the Reporting Persons acquired for $10 per share.

Referenced by the price of 1 transaction in Table II.

Read the full filing on SEC EDGAR (opens in a new tab)