NerdWallet CRO has 22,643 shares withheld for tax

NerdWallet’s chief revenue officer had shares withheld to cover taxes on RSU vesting, with direct holdings now reported at 228,121 NRDS shares.

Rhea-AI Filing Summary

NERDWALLET, INC. (NRDS) reported that Chief Revenue Officer Sam Brian Mischner had 22,643 shares$9.78

After this withholding, Mischner reported 228,121 shares192,814 RSUs1,039 shares

Insider Trade Summary

Tax Withholding: 22,643 shares

Tax Withholding 1 txn

Insider Mischner Sam Brian

Role Chief Revenue Officer

Type	Security	Shares	Price	Value
Tax Withholding	Class A Common Stock F1, F2, F3	22,643	$9.78	$221K

Holdings After Transaction: Class A Common Stock — 228,121 shares (Direct)

Footnotes (3)

1. F1. Shares withheld by the Issuer to satisfy tax withholding obligation due to vesting of Restricted Stock Units ("RSUs").
2. F2. Includes 192,814 RSUs payable solely in the Class A Common Stock of the Issuer.
3. F3. Includes 1,039 shares of Class A Common Stock acquired by the Reporting Person under the Issuer's Employee Stock Purchase Plan on April 30, 2026.

Key Figures

Shares withheld for taxes: 22,643 shares Withholding reference price: $9.78 per share Shares held after transaction: 228,121 shares +2 more

5 metrics

Shares withheld for taxes 22,643 shares Class A Common Stock withheld on September 1, 2026 to satisfy tax withholding obligation from RSU vesting

Withholding reference price $9.78 per share Value used for the 22,643 NerdWallet Class A shares withheld for tax liability

Shares held after transaction 228,121 shares Direct ownership of NerdWallet Class A Common Stock reported following the September 1, 2026 withholding

RSUs included in holdings 192,814 RSUs Restricted Stock Units payable solely in NerdWallet Class A Common Stock included in post-transaction holdings

ESPP shares 1,039 shares Class A Common Stock acquired under NerdWallet’s Employee Stock Purchase Plan on April 30, 2026

Key Terms

Restricted Stock Units, Employee Stock Purchase Plan, tax withholding obligation

3 terms

Restricted Stock Units financial

"Shares withheld by the Issuer to satisfy tax withholding obligation due to vesting of Restricted Stock Units"

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

Employee Stock Purchase Plan financial

"Includes 1,039 shares of Class A Common Stock acquired by the Reporting Person under the Issuer's Employee Stock Purchase Plan"

An employee stock purchase plan is a company program that lets workers buy shares through small payroll deductions, often at a discount to the market price and after a set offering period. Think of it like a workplace savings plan that turns into ownership: it encourages employees to share in the company’s success and can create predictable buying or selling of stock that investors watch because it affects supply, demand and employee incentives.

tax withholding obligation financial

"Shares withheld by the Issuer to satisfy tax withholding obligation due to vesting of Restricted Stock Units"

FAQ

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

What insider transaction did NRDS report for Chief Revenue Officer Sam Brian Mischner?

NerdWallet reported that 22,643 sharesSeptember 1, 2026tax withholding obligation arising from vesting of Restricted Stock Units held by Chief Revenue Officer Sam Brian Mischner.

Did the NRDS insider transaction involve an open-market sale or purchase?

No. The Form 4 states the transaction was a withholding of 22,643 sharestax liability

How many NRDS shares does the chief revenue officer hold after this transaction?

Following the tax-withholding transaction, Chief Revenue Officer Sam Brian Mischner reported holding 228,121 shares

What RSU position does the NRDS chief revenue officer have after the reported withholding?

The filing notes that the reported post-transaction holdings include 192,814 Restricted Stock Units (RSUs)

Did the NRDS chief revenue officer acquire any shares through an Employee Stock Purchase Plan?

Yes. The footnotes state that Mischner’s holdings include 1,039 sharesEmployee Stock Purchase PlanApril 30, 2026.

Was the NRDS insider transaction made under a Rule 10b5-1 trading plan?

No. The filing indicates that the Rule 10b5-1 checkbox is not marked as affirmative, and no footnote references such a plan, so no Rule 10b5-1 trading plan is reported

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

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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^*

Mischner Sam Brian

(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 Revenue 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		22,643(1)	D	$9.78	228,121(2)(3)	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 192,814 RSUs payable solely in the Class A Common Stock of the Issuer.

3. Includes 1,039 shares of Class A Common Stock acquired by the Reporting Person under the Issuer's Employee Stock Purchase Plan on April 30, 2026.

Remarks:

	/s/ Bridgett Gatewood, Attorney-in-Fact for Sam Brian Mischner	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)