NerdWallet CFO has 13,299 shares withheld for tax

NerdWallet’s CFO had shares withheld to cover taxes on RSU vesting, leaving a substantial remaining equity position.

Rhea-AI Filing Summary

NERDWALLET, INC. (NRDS) reported that Chief Financial Officer Jun Hyung Lee had 13,299 shares of Class A Common Stock withheld on September 1, 2026 to satisfy a tax withholding obligation arising from the vesting of Restricted Stock Units. After this tax-withholding disposition, he held 354,783 shares directly, including 295,062 RSUs payable in Class A Common Stock. No Rule 10b5-1 trading plan is reported for this transaction.

Insider Trade Summary

Tax Withholding: 13,299 shares

Tax Withholding 1 txn

Insider Lee Jun Hyung

Role Chief Financial Officer

Type	Security	Shares	Price	Value
Tax Withholding	Class A Common Stock F1, F2	13,299	$9.78	$130K

Holdings After Transaction: Class A Common Stock — 354,783 shares (Direct)

Footnotes (2)

1. F1. Shares withheld by the Issuer to satisfy tax withholding obligation due to vesting of Restricted Stock Units ("RSUs").
2. F2. Includes 295,062 RSUs payable solely in the Class A Common Stock of the Issuer.

Key Figures

Shares withheld for tax: 13,299 shares Reported per-share value for withheld shares: $9.78 per share Shares held after transaction: 354,783 shares +2 more

5 metrics

Shares withheld for tax 13,299 shares Withheld on September 1, 2026 to satisfy tax withholding obligation on RSU vesting

Reported per-share value for withheld shares $9.78 per share Value applied to the 13,299 shares withheld for tax withholding disposition

Shares held after transaction 354,783 shares Direct Class A Common Stock holdings by CFO after September 1, 2026 transaction

RSUs included in post-transaction holdings 295,062 RSUs RSUs payable solely in Class A Common Stock included in the 354,783 share figure

Exercise price or tax-liability shares 13,299 shares Total shares in this filing reported as delivered or withheld for tax liability

Key Terms

Restricted Stock Units ("RSUs"), tax withholding obligation, withheld by the Issuer, Class A Common Stock

4 terms

Restricted Stock Units ("RSUs") financial

"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

"to satisfy tax withholding obligation due to vesting of Restricted Stock Units"

withheld by the Issuer financial

"Shares withheld by the Issuer to satisfy tax withholding obligation"

Class A Common Stock financial

"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.

FAQ

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

What insider transaction did NRDS report for its CFO on September 1, 2026?

NerdWallet reported that its CFO, Jun Hyung Lee, had 13,299 shares of Class A Common Stock withheld on September 1, 2026 to satisfy a tax withholding obligation related to vesting Restricted Stock Units.

How many NRDS shares does the CFO hold after the reported Form 4 transaction?

After the September 1, 2026 tax-withholding disposition, NerdWallet’s CFO directly holds 354,783 shares of Class A Common Stock, which includes 295,062 RSUs payable solely in Class A Common Stock.

Was the NRDS CFO’s September 2026 transaction a market sale or tax withholding?

The transaction was tax withholding, not an open-market sale. 13,299 shares were withheld by NerdWallet to satisfy a tax withholding obligation due to the vesting of RSUs.

At what value were the withheld NRDS shares reported on the Form 4?

The 13,299 withheld shares were reported at a value of $9.78 per share, reflecting the price used for the tax-withholding disposition related to vested RSUs.

Does the NRDS CFO’s Form 4 indicate use of a Rule 10b5-1 trading plan?

No. The filing indicates no Rule 10b5-1 trading plan for this transaction; the document-level Rule 10b5-1 checkbox is explicitly unchecked.

How many RSUs does the NRDS CFO still have after this transaction?

Following the September 1, 2026 transaction, the CFO’s reported holdings include 295,062 RSUs that are payable solely in NerdWallet’s Class A Common Stock.

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

Form 4 Insider Transactions: What Each Field Means →

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Available on EDGAR 09/03/2026 - 05:57 PM EDT Accepted by SEC EDGAR 09/03/2026 - 05:54 PM EDT Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED 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^*

Lee Jun Hyung

(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)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Financial Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
09/01/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form 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)
			Code	V	Amount	(A) or (D)	Price
Class A Common Stock	09/01/2026		F		13,299(1)	D	$9.78	354,783(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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount 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 295,062 RSUs payable solely in the Class A Common Stock of the Issuer.

Remarks:

	/s/ Bridgett Gatewood, Attorney-In-Fact for Jun Hyung Lee	09/03/2026
	** Signature of Reporting Person	Date
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)