NRDS Form 144: Affiliate Sales Reported

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.

Rhea-AI Filing Summary

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.

Insights

Securities Compliance Analyst

Rule 144 sales by related holders are disclosed with per-trade details.

The excerpt lists multiple Rule 144 dispositions of Common and Class A Common stock by related parties, with transaction dates from 03/12/2026 to 05/26/2026

These entries provide the required per-sale share counts and gross amounts; subsequent filings may show whether filings were accompanied by notices of exemption or resale mechanics.

Equity Capital Markets Specialist

Multiple medium-size dispositions are recorded; aggregate impact depends on outstanding shares.

The table shows individual sales such as 150,000 shares for $1,249,365.00 and 71,193 shares for $587,961.63. Without a disclosed outstanding share base, market‑impact cannot be assessed from this excerpt.

Cash‑flow recipients are the selling holders; proceeds to the issuer are not indicated in the provided text.

Key Figures

Largest single sale (shares): 150,000 shares Proceeds from 150,000-share sale: $1,249,365.00 Notable sale (shares): 71,193 shares +2 more

5 metrics

Largest single sale (shares) 150,000 shares Sale dated <date>05/22/2026</date>

Proceeds from 150,000-share sale $1,249,365.00 Gross proceeds reported for sale on <date>05/22/2026</date>

Notable sale (shares) 71,193 shares Sale dated <date>05/26/2026</date>

Proceeds from 71,193-share sale $587,961.63 Gross proceeds reported for sale on <date>05/26/2026</date>

Multiple trustee/entity sales Examples: 24,278; 35,402; 7,114 shares Trades dated between <date>03/12/2026</date> and <date>03/17/2026</date>

Key Terms

Rule 144, Class A Common, Compensation, Merger/Acquisition

4 terms

Rule 144 regulatory

"144: Securities To Be Sold — entries list sales under Rule 144"

Rule 144 is a U.S. securities regulation that sets conditions under which restricted or insider-held shares can be legally resold to the public, such as required holding periods, availability of public information, limits on how much can be sold at once, and certain filing requirements. For investors it matters because it determines when previously locked-up shares can enter the market — like a release valve that can increase supply, affect share price, and signal insider intent.

Class A Common financial

"144: Securities Information — Class A Common listed as security class"

Compensation other

"Securities To Be Sold — origin listed as Compensation for some securities"

Merger/Acquisition corporate

"Securities To Be Sold — origin listed as Merger/Acquisition for certain holdings"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does the NRDS Form 144 show about recent insider sales?

The form lists Rule 144 dispositions by related holders between 03/12/2026 and 05/26/2026. It provides per-transaction share counts and gross proceeds for each sale, identifying selling entities and trade dates.

Who are the selling parties named on the NRDS Form 144?

The excerpt names entities such as BEARMAN LLC, YOUNT FAMILY REV TRUST, THE MARGARET YOUNT CRT, and THE SMB CHARITABLE REMAINDER TRUST. Each entry includes the holder's address and the shares sold.

How many shares were sold in the largest transaction shown?

The largest single transaction in the excerpt is 150,000 shares executed on 05/22/2026 with gross proceeds of $1,249,365.00, as listed in the table.

Do these Form 144 entries indicate proceeds went to the company?

The entries list gross proceeds per sale attributable to the selling holders. The excerpt does not state that the issuer received proceeds; recipient treatment is not specified in the provided text.

Are the sales classified by origin or purpose on this Form 144?

Yes; one row references Merger/Acquisition and another references Compensation as the acquisition origin for certain securities, as shown in the securities table.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 06/01/2026 - 04:18 PM EDT Learn about SEC filing dates

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	0001962871
Filer CCC	XXXXXXXX
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer	NERDWALLET, INC.
SEC File Number	001-40994
Address of Issuer	19 S. B Street Suite 9 San Mateo CALIFORNIA 94401
Phone	(415) 549-8913
Name of Person for Whose Account the Securities are To Be Sold	THE SMB CHARITABLE REMAINDER TRUST
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	former affiliate

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	17314	151582.34	34113131	06/01/2026	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			17314	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	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	06/01/2026
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	/s/ Samuel Yount, Trustee
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)