NerdWallet (NASDAQ: NRDS) revises ethics code to address AI and new roles

Rhea-AI Filing Summary

NerdWallet, Inc. reported that its Board of Directors approved amendments to the company’s Code of Business Conduct on March 19, 2026. The Code applies to all directors, officers and employees, including the principal executive, financial and accounting officers and those performing similar functions.

The revisions are intended to improve the clarity, organization and scope of the Code. They add defined terms, specify roles and responsibilities, and expand coverage to new focus areas such as artificial intelligence. The updated Code is available on NerdWallet’s investor relations website, though the website’s contents are not incorporated into this report.

8-K Event Classification

2 items: 5.05, 9.01

2 items

Item 5.05 Amendments to the Registrant's Code of Ethics, or Waiver of a Provision of the Code of Ethics Governance

The company amended or granted a waiver from its code of ethics for senior financial officers.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, and exhibit attachments filed with this report.

Understanding 8-K Material Events →

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): March 19, 2026

NERDWALLET, INC.

(Exact name of registrant as specified in its charter)

Delaware			001-40994			45-4180440
(State or other jurisdiction of incorporation)			(Commission File Number)			(I.R.S. Employer Identification No.)

19 S. B Street, Suite 9, San Mateo, California 94401

(Address of principal executive offices, including zip code)

(415) 549-8913

(Registrant’s telephone number, including area code)

Not Applicable

(Former name or former address, if changed since last report.)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class			Trading symbol(s)			Name of each exchange on which registered
Class A common stock, $0.0001 par value			NRDS			The Nasdaq Global Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☒

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act). ☐

Item 5.05 Amendments to the Registrant’s Code of Ethics, or Waiver of a Provision of the Code of Ethics.

On March 19, 2026, the Board of Directors of NerdWallet, Inc. (the “Company”) approved amendments to the Company’s Code of Business Conduct (the “Code”), which applies to the Company’s directors, officers, and employees, including the Company’s principal executive officer, principal financial officer, principal accounting officer, and persons performing similar functions.

The amendments include revisions to enhance the clarity, organization and scope of the Code, including the addition of defined terms and roles and responsibilities, and the expansion of the Code to address emerging areas of focus such as artificial intelligence.

The foregoing description of the amendments is qualified in its entirety by reference to the full text of the revised Code, which is available on the Company’s website at https://investors.nerdwallet.com. The contents of the Company’s website are not incorporated by reference in this Current Report on Form 8-K.

Item 9.01 Financial Statements and Exhibits.

(d)    Exhibits.

Exhibit Number						Description
104						Cover Page Interactive Data File (embedded within the Inline XBRL document)

2

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

NERDWALLET, INC.

Date:

March 25, 2026

By:

/s/ Ekumene M. Lysonge

Ekumene M. Lysonge

Chief Legal Officer and Corporate Secretary

3

FAQ

What did NerdWallet (NRDS) change in its Code of Business Conduct?

NerdWallet updated its Code of Business Conduct to improve clarity, organization, and scope. The amendments add defined terms, clarify roles and responsibilities, and expand coverage to new focus areas, including artificial intelligence, for directors, officers, employees, and key financial executives.

When did NerdWallet’s board approve the new Code of Business Conduct?

NerdWallet’s Board of Directors approved the amended Code of Business Conduct on March 19, 2026. This date marks when the board formally adopted updates affecting directors, officers, employees, and key financial executives across the organization, including provisions related to artificial intelligence oversight.

Who is covered by NerdWallet’s revised Code of Business Conduct?

The revised Code of Business Conduct covers NerdWallet’s directors, officers, and employees. It explicitly includes the principal executive officer, principal financial officer, principal accounting officer, and others performing similar functions, ensuring that senior leadership and staff follow consistent ethical standards and responsibilities.

How does NerdWallet’s updated Code address artificial intelligence?

NerdWallet expanded its Code of Business Conduct to address emerging areas such as artificial intelligence. The amendments incorporate AI-related expectations into the broader ethical framework, clarifying how this technology fits within the company’s standards for conduct, responsibilities, and risk awareness across the organization.

Where can investors find NerdWallet’s amended Code of Business Conduct?

Investors can access the full text of NerdWallet’s amended Code of Business Conduct on its investor relations website at https://investors.nerdwallet.com. The 8-K notes that this online Code provides the authoritative version, even though the website content is not incorporated into the report.

Does the NerdWallet 8-K include any financial statements or major transactions?

The 8-K focuses on amendments to NerdWallet’s Code of Business Conduct and does not describe major transactions or earnings data. It lists only an Exhibit 104 cover page interactive data file, emphasizing the filing’s governance and ethics update rather than financial results.

Filing Exhibits & Attachments

3 documents

Other Documents

• EX-101 XBRL TAXONOMY EXTENSION SCHEMA DOCUMENT 1.7 KB
• EX-101 XBRL TAXONOMY EXTENSION LABEL LINKBASE DOCUMENT 22.9 KB
• EX-101 XBRL TAXONOMY EXTENSION PRESENTATION LINKBASE DOCUMENT 13.3 KB