[144] NERDWALLET, INC. SEC Filing

Rhea-AI Filing Summary

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.

Insights

Corporate Governance Analyst

Multiple affiliated holders reported Rule 144 dispositions across March–June 2026.

The excerpt shows several selling entities and trusts reporting sales of Class A Common and Common shares, with explicit trade dates and proceeds. Reported origins include Compensation and Merger/Acquisition labels.

Cash‑flow treatment to issuer or buyers is not stated in the excerpt; subsequent filings would show whether these were open‑market trades or private dispositions.

Securities Transactions Specialist

Sales are itemized by holder with per‑trade proceeds and dates, consistent with Rule 144 notices.

The data lists specific share counts and gross proceeds for each transaction, useful for tracking insider or affiliate selling activity. Several trades occur on the same dates across related entities.

Because the filing is informational, its presence alone is routine; material impact depends on aggregate volume versus outstanding float, which the excerpt does not state.

Key Figures

Largest reported sale: 150,000 shares BEARMAN LLC sale (June): 35,062 shares YOUNT FAMILY REV TRUST sale (May): 78,807 shares +3 more

6 metrics

Largest reported sale 150,000 shares 05/22/2026 sale with proceeds $1,249,365.00

BEARMAN LLC sale (June) 35,062 shares 06/01/2026 with proceeds $306,985.34

YOUNT FAMILY REV TRUST sale (May) 78,807 shares 05/26/2026 with proceeds $650,748.80

BEARMAN LLC sale (May) 71,193 shares 05/26/2026 with proceeds $587,961.63

THE MARGARET YOUNT CRT sale (Mar) 6,154 shares 03/17/2026 Class A Common with proceeds $63,128.35

BEARMAN TRUST sale (Mar) 24,278 shares 03/17/2026 Class A Common with proceeds $250,867.00

Key Terms

Class A Common, Compensation, Merger/Acquisition

3 terms

Class A Common financial

"Class A Common | Morgan Stanley Smith Barney LLC Executive Financial Services"

Compensation regulatory

"07/11/2022 | Merger/Acquisition | Issuer | | | 500 | 07/11/2022 | Compensation"

Merger/Acquisition financial

"Class A Common | 07/11/2022 | Merger/Acquisition | Issuer"

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Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK
Filer CCC
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer

SEC File Number

Address of Issuer

Phone

Name of Person for Whose Account the Securities are To Be Sold

See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.

Relationship to Issuer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Class A Common	Morgan Stanley Smith Barney LLC Executive Financial Services 1 New York Plaza 8th Floor New York NY 10004	500	4375.00	34113131	06/02/2026	NASDAQ

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Class A Common	07/11/2022	Merger/Acquisition	Issuer			500	07/11/2022	Compensation

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Name and Address of Seller	Title of Securities Sold	Date of Sale	Amount of Securities Sold	Gross Proceeds
BEARMAN LLC 19 S. B Street Suite 9 San Mateo CA 94401	Common	06/01/2026	35062	306985.34
THE SMB CHARITABLE REMAINDER TRUST 19 S. B Street Suite 9 San Mateo CA 94401	Common	06/01/2026	17314	151582.34
THE MARGARET YOUNT CRT 19 S. B Street Suite 9 San Mateo CA 94401	Common	06/01/2026	15728	137730.10
BEARMAN LLC 19 S. B Street Suite 9 San Mateo CA 94401	Common	05/26/2026	71193	587961.63
YOUNT FAMILY REV TRUST 19 S. B Street Suite 9 San Mateo CA 94401	Common	05/26/2026	78807	650748.80
YOUNT FAMILY REV TRUST 19 S. B Street Suite 9 San Mateo CA 94401	Common	05/22/2026	150000	1249365.00
THE MARGARET YOUNT CRT 19 S. B Street Suite 9 San Mateo CA 94401	Class A Common	03/17/2026	6154	63128.35
YOUNT FAMILY REV TRUST 19 S. B Street Suite 9 San Mateo CA 94401	Class A Common	03/17/2026	35402	365748.68
THE SMB CHARITABLE REMAINDER TRUST 19 S. B Street Suite 9 San Mateo CA 94401	Class A Common	03/17/2026	6154	63160.96
BEARMAN TRUST 19 S. B Street Suite 9 San Mateo CA 94401	Class A Common	03/17/2026	24278	250867.00
BEARMAN TRUST 19 S. B Street Suite 9 San Mateo CA 94401	Class A Common	03/12/2026	2800	29708.00
YOUNT FAMILY REV TRUST 19 S. B Street Suite 9 San Mateo CA 94401	Class A Common	03/12/2026	211	2236.60

144: Remarks and Signature

Remarks

Date of Notice

ATTENTION:

The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.

Signature

ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)

FAQ

What does the NRDS Form 144 filing disclose?

It discloses multiple planned sales of Class A Common and Common shares by affiliated holders. The filing lists trade dates, share counts, and gross proceeds for each reported disposition between 03/12/2026 and 06/01/2026.

Who are the selling parties in the NRDS filing?

Selling parties include entities and trusts at 19 S. B Street, San Mateo, such as BEARMAN LLC, YOUNT FAMILY REV TRUST, THE SMB CHARITABLE REMAINDER TRUST, and THE MARGARET YOUNT CRT. Each is listed with associated share counts and proceeds.

How large were the largest reported sales in the filing?

The largest single reported sale in the excerpt is 150,000 shares on 05/22/2026 with proceeds of $1,249,365.00. Several other multi‑ten thousand share sales are also listed across late March to June 2026.

Are the securities sold described as compensation or merger‑related?

Yes. The filing labels some securities as arising from Compensation and others from Merger/Acquisition. Those origin labels appear alongside the security class and date in the excerpt.

Does the filing state who received the sale proceeds?

The excerpt lists gross proceeds per transaction but does not state who received proceeds or whether the issuer received any proceeds. The filing provides proceeds figures only, without cash‑flow attribution in the provided text.