NerdWallet CAO has 2,990 shares withheld for tax

NerdWallet’s chief accounting officer reported RSU-related share withholding for taxes, retaining 69,466 NerdWallet Class A shares including unvested RSUs.

Rhea-AI Filing Summary

NERDWALLET, INC. (NRDS) reported that Chief Accounting Officer Nicholas Tatum had 2,990 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, Tatum directly holds 69,466 shares, including 49,024 RSUs payable solely in Class A Common Stock. No Rule 10b5-1 trading plan is reported.

Insider Trade Summary

Tax Withholding: 2,990 shares

Tax Withholding 1 txn

Insider Tatum Nicholas

Role Chief Accounting Officer

Type	Security	Shares	Price	Value
Tax Withholding	Class A Common Stock F1, F2	2,990	$9.78	$29K

Holdings After Transaction: Class A Common Stock — 69,466 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 49,024 RSUs payable solely in the Class A Common Stock of the Issuer.

Key Figures

Shares withheld for tax: 2,990 shares Price per share for withholding: $9.78 per share Shares held after transaction: 69,466 shares +2 more

5 metrics

Shares withheld for tax 2,990 shares Withheld on September 1, 2026 to satisfy tax withholding obligation from RSU vesting

Price per share for withholding $9.78 per share Valuation used for the 2,990 shares withheld for tax liability

Shares held after transaction 69,466 shares Direct Class A Common Stock holdings of Nicholas Tatum following the tax-withholding disposition

RSUs included in holdings 49,024 RSUs RSUs payable solely in Class A Common Stock included in Tatum’s post-transaction position

Exercise price or tax liability shares 2,990 shares Shares reported under code F for payment of tax liability by delivering or withholding securities

Key Terms

Restricted Stock Units ("RSUs"), tax withholding obligation, Class A Common Stock, Rule 10b5-1

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"

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.

Rule 10b5-1 regulatory

"Rule 10b5-1 checkbox is not checked"

Rule 10b5-1 is a regulation that allows company insiders to buy or sell their shares at predetermined times, even if they have access to non-public information. It acts like setting a schedule in advance for transactions, helping prevent accusations of unfair trading. This rule provides a way for insiders to plan trades transparently, giving investors confidence that these transactions are not based on hidden information.

FAQ

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

What transaction did NRDS Chief Accounting Officer Nicholas Tatum report on this Form 4?

The filing reports that 2,990 shares of NerdWallet Class A Common Stock were withheld on September 1, 2026 to satisfy a tax withholding obligation resulting from the vesting of Restricted Stock Units (RSUs).

Was the NRDS insider transaction a market sale or a tax withholding event?

It was a tax withholding event. The shares were withheld by the issuer to satisfy tax withholding obligations due to RSU vesting, rather than sold in an open-market transaction.

How many NRDS shares does Nicholas Tatum hold after this reported transaction?

After the transaction, Nicholas Tatum directly holds 69,466 shares of NerdWallet Class A Common Stock, which includes 49,024 RSUs payable solely in Class A Common Stock.

At what price per share were the NRDS shares withheld for taxes?

The 2,990 withheld shares were valued at a price of $9.78 per share in connection with the payment of tax liability by delivering or withholding securities.

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

No. The filing indicates that the Rule 10b5-1 checkbox is not checked, so these transactions are not reported as being made under a Rule 10b5-1 trading plan.

What type of security is involved in the NRDS insider transaction?

The transaction involves Class A Common Stock of NerdWallet, Inc., including shares actually held and Restricted Stock Units (RSUs) payable solely in Class A Common Stock.

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^*

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)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Accounting 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		2,990(1)	D	$9.78	69,466(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 49,024 RSUs payable solely in the Class A Common Stock of the Issuer.

Remarks:

	/s/ Bridgett Gatewood, Attorney-In-Fact for Nicholas Tatum	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)