STOCK TITAN

NerdWallet (NRDS) CAO has shares withheld to cover RSU tax obligation

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

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.

Positive

  • None.

Negative

  • None.
Insider Tatum Nicholas
Role Chief Accounting Officer
Type Security Shares Price Value
Tax Withholding Class A Common Stock 3,263 $8.75 $29K
Holdings After Transaction: Class A Common Stock — 72,456 shares (Direct, null)
Footnotes (1)
  1. Shares withheld by the Issuer to satisfy tax withholding obligation due to vesting of Restricted Stock Units ("RSUs"). Includes 56,111 RSUs payable solely in the Class A Common Stock of the Issuer.
Shares withheld for taxes 3,263 shares Tax-withholding disposition on RSU vesting
Withholding reference price $8.75 per share Value used for tax-withholding shares
Shares held after transaction 72,456 shares Direct Class A holdings after tax withholding
Outstanding RSUs 56,111 RSUs RSUs payable solely in Class A Common Stock
Restricted Stock Units ("RSUs") financial
"Shares withheld by the Issuer to satisfy tax withholding obligation due to vesting of Restricted Stock Units ("RSUs")."
Restricted stock units (RSUs) are a company promise to give an employee shares of stock (or cash equivalent) in the future, but only after certain conditions—usually staying with the company for a set time or hitting performance goals—are met. Investors watch RSUs because when they vest they increase the number of shares outstanding and can lead insiders to sell shares, affecting share price, company dilution and the true cost of employee pay.
tax withholding obligation financial
"Shares withheld by the Issuer to satisfy tax withholding obligation due to vesting of Restricted Stock Units ("RSUs")."
Class A Common Stock financial
"Includes 56,111 RSUs payable solely in the Class A Common Stock of the Issuer."
Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.
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SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Tatum Nicholas

(Last)(First)(Middle)
C/O NERDWALLET, INC.
4150 N. DRINKWATER BLVD., SUITE 200

(Street)
SCOTTSDALE ARIZONA 85251

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
NERDWALLET, INC. [ NRDS ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Chief Accounting Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/01/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Class A Common Stock06/01/2026F3,263(1)D$8.7572,456(2)D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. Shares withheld by the Issuer to satisfy tax withholding obligation due to vesting of Restricted Stock Units ("RSUs").
2. Includes 56,111 RSUs payable solely in the Class A Common Stock of the Issuer.
Remarks:
/s/ Bridgett Gatewood, Attorney-in-Fact for Nicholas Tatum06/03/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transaction did NERDWALLET (NRDS) disclose for Nicholas Tatum?

NERDWALLET disclosed that Chief Accounting Officer Nicholas Tatum had 3,263 Class A shares withheld to cover taxes on vested RSUs. This Form 4 shows a tax-withholding disposition, not an open-market purchase or sale, and is part of routine equity compensation.

Was the NERDWALLET (NRDS) Form 4 a market sale of shares?

No, the Form 4 reports a tax-withholding disposition, not a market sale. Shares were withheld by NERDWALLET to satisfy tax obligations from Restricted Stock Units vesting, meaning Tatum did not sell these shares on the open market for investment reasons.

How many NERDWALLET (NRDS) shares were withheld for Nicholas Tatum’s taxes?

NERDWALLET withheld 3,263 shares of Class A Common Stock at $8.75 per share to cover Nicholas Tatum’s tax obligation from RSU vesting. This reduced his reported share count but reflects a compensation-related event rather than discretionary trading.

What is Nicholas Tatum’s NERDWALLET (NRDS) share position after this Form 4?

Following the tax-withholding transaction, Nicholas Tatum directly holds 72,456 NERDWALLET Class A shares. This figure includes both currently held stock and 56,111 Restricted Stock Units that are payable solely in Class A Common Stock when they settle in the future.

What do the 56,111 RSUs reported for NERDWALLET (NRDS) represent?

The 56,111 RSUs represent Restricted Stock Units granted to Nicholas Tatum that will settle in Class A Common Stock. They indicate additional potential shares he may receive over time, subject to vesting conditions, and are listed alongside his current direct share holdings.