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.
NRDS filed a Form 144 notice reporting the proposed sale of 33,153 Class A shares via a stock option exercise on 07/02/2026. The filing also lists recent dispositions by Samuel J. Yount on 05/22/2026, 05/26/2026, 06/01/2026, and 06/02/2026.
NERDWALLET, INC. insider reporting entities tied to Topline Capital Management, LLC disclosed a series of indirect open-market sales of common stock by Topline Capital Partners, LP. Across three days in late June, the fund sold a total of 1,961,860 shares at per-share prices of $8.95, $9.22, and $9.27. After these transactions, 3,289,285 NerdWallet shares remained beneficially owned indirectly through the fund. The reporting persons state they may be deemed greater-than-10% beneficial owners but disclaim beneficial ownership beyond their pecuniary interests.
Topline Capital Partners, LP, a ten percent owner of NERDWALLET, INC., reported a series of open-market sales of Common Stock. Across three days, it sold 919,153 shares at $8.95 on June 26, 587,835 shares at $9.22 on June 29, and 454,872 shares at $9.27 on June 30. After these transactions, Topline Capital Partners directly holds 3,289,285 NerdWallet common shares. These are discretionary open-market sales by a large shareholder, not option exercises or tax-related transactions.
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.