Welcome to our dedicated page for Nerdwallet SEC filings (Ticker: NRDS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
NerdWallet, Inc. filings document formal disclosures for its personal finance platform, including Form 8-K reports on operating and financial results, shareholder letters, Regulation FD information, material events, material agreements, and capital-structure matters. Recent filings also record share repurchase authorizations and related disclosure about open-market or privately negotiated repurchases.
Proxy materials document annual meeting matters, board oversight, stockholder voting items, and executive-governance disclosures. Other material-event filings describe amendments to the company’s Code of Business Conduct, including governance updates addressing artificial intelligence and related conduct standards.
NERDWALLET, INC. Chief Revenue Officer Sam Brian Mischner reported a tax-related share disposition tied to equity compensation. On the vesting of Restricted Stock Units, 1,572 shares of Class A Common Stock were withheld by the company to cover tax obligations. After this withholding, Mischner directly holds 249,725 shares, including 245,653 RSUs payable in Class A Common Stock, so the withheld amount represents only a small portion of his total equity position.
NERDWALLET, INC. Chief Accounting Officer Nicholas Tatum reported a routine tax-withholding transaction related to equity compensation. The company withheld 3,263 shares of Class A Common Stock at $8.75 per share to cover taxes upon vesting of Restricted Stock Units. After this disposition, Tatum directly holds 72,456 shares, including 56,111 RSUs payable in Class A Common Stock.
NERDWALLET, INC. Chief Financial Officer Jun Hyung Lee reported a tax-related share disposition tied to vesting equity awards. The company withheld 47,876 shares of Class A Common Stock at $8.75 per share to cover tax withholding obligations from vested Restricted Stock Units (RSUs). After this withholding, Lee directly holds 368,082 shares of Class A Common Stock. This position includes 321,058 RSUs that will be settled in Class A Common Stock as they vest over time. The event reflects routine equity compensation and tax treatment rather than an open-market trade.
NerdWallet, Inc. Chief Executive Officer Tim Chao-Ming Chen reported a routine tax-withholding transaction related to equity compensation. On the vesting of Restricted Stock Units, 15,309 shares of Class A Common Stock were withheld by NerdWallet at $8.75 per share to satisfy tax obligations. Following this non-market disposition, Chen directly holds 546,883 shares, which include 45,710 RSUs payable solely in Class A Common Stock.
NRDS files a Form 144 disclosing proposed sales of Class A Common and Common shares by affiliated holders. The notice lists multiple transactions and sale dates, including a 150,000 shares entry dated 05/22/2026 and several March–June 2026 dispositions.
The filing enumerates seller names and per‑transaction share counts with corresponding proceeds; it functions as the required notice under Rule 144 for planned secondary sales by the listed parties.
Issuer reported Rule 144 notices for multiple sales of Class A Common stock by related holders. The filing lists specific dispositions with trade dates and per‑trade proceeds, including 150,000 shares on 05/22/2026 and several smaller sales between 03/12/2026 and 06/01/2026.
The transactions are labeled as Compensation or Merger/Acquisition origins for the securities and identify multiple selling entities and trusts at the same San Mateo address. The filing provides per‑trade proceeds and share counts for each reported sale.
NRDS affiliates filed Form 144 notices reporting proposed sales of Class A Common stock. The excerpt lists multiple transactions by entities such as Bearman LLC, Yount Family Rev Trust and charitable remainder trusts across 03/12/2026–06/01/2026, with individual trades shown from $2,236.60 for 211 shares to $1,249,365.00 for 150,000 shares.
NRDS-related holders reported multiple sales of Class A Common and Common shares under Form 144. The excerpt lists individual dispositions on including 150,000 shares sold 05/22/2026 for $1,249,365.00 and additional sales on and with amounts and dollar proceeds shown. The filings identify several family trusts and related entities as sellers and provide trade dates and per-sale cash amounts.
NRDS reports proposed sales of Class A Common shares under Rule 144. The excerpt lists multiple holders and planned dispositions with dates and quantities, including a 150,000-share sale on 05/22/2026 and several smaller sales on 03/17/2026 and 05/26/2026. Transactions are shown with dollar values for each lot.
NRDS reported affiliate sales of Class A Common and Common stock under Rule 144 by multiple related holders, listing specific transactions between 03/12/2026 and 05/26/2026. The table shows per-transaction share counts and gross proceeds, including a 71,193 shares sale on 05/26/2026 for $587,961.63 and a 150,000 shares sale on 05/22/2026 for $1,249,365.00.
The filings identify selling parties (e.g., BEARMAN LLC, YOUNT FAMILY REV TRUST, THE MARGARET YOUNT CRT) and list transactions as compensatory and merger/acquisition origins for certain holdings. The excerpt is a Rule 144 disclosure of recent affiliate dispositions; timing, method, and legals are shown by trade date in the table.