NerdWallet CBO shares used for RSU tax withholding

Rhea-AI Filing Summary

NERDWALLET, INC. Chief Business Officer Samuel Yount reported a tax-related share disposition connected to the vesting of restricted stock units. On Class A common stock, 3,779 shares were withheld by the company at a price of $11.08 per share to cover tax obligations, described as a payment of tax liability by delivering securities. After this non-market transaction, Yount held 433,578 Class A shares directly, which include 105,107 restricted stock units payable solely in Class A stock. He also reported indirect ownership of 355,806 shares held by trusts and 201,051 shares held by an LLC.

Insider Trade Summary

Exercise Price or Tax Liability: 3,779 shares

Exercise Price or Tax Liability 3 txns

Insider YOUNT SAMUEL

Role Chief Business Officer

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Class A Common Stock	3,779	$11.08	$42K
holding	Class A Common Stock	--	--	--
holding	Class A Common Stock	--	--	--

Holdings After Transaction: Class A Common Stock — 433,578 shares (Direct); Class A Common Stock — 355,806 shares (Indirect, By Trusts); Class A Common Stock — 201,051 shares (Indirect, By LLC)

Footnotes (2)

1. F1. Shares withheld by the Issuer to satisfy tax withholding obligation due to the vesting of Restricted Stock Units ("RSUs").
2. F2. Includes 105,107 RSUs payable solely in the Class A Common Stock of the Issuer.

FAQ

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

What insider transaction did NRDS Chief Business Officer Samuel Yount report?

Samuel Yount reported a tax-withholding disposition of 3,779 shares of NerdWallet Class A common stock. The shares were withheld by the company to satisfy tax obligations arising from the vesting of restricted stock units rather than an open-market sale.

How many NRDS shares were withheld for Samuel Yount’s RSU taxes and at what price?

NerdWallet withheld 3,779 shares of Class A common stock for Samuel Yount’s tax obligations, valued at $11.08 per share. This transaction reflects payment of tax liability by delivering securities instead of cash upon RSU vesting.

How many NerdWallet shares does Samuel Yount hold directly after this Form 4?

After the reported transaction, Samuel Yount directly holds 433,578 NerdWallet Class A shares. This figure includes 105,107 restricted stock units that are payable solely in Class A common stock when they vest, increasing his potential future share ownership.

What indirect NRDS shareholdings associated with Samuel Yount are disclosed?

The filing discloses 355,806 NerdWallet Class A shares held indirectly through trusts and 201,051 shares held through an LLC. These positions are reported as indirect ownership interests, separate from his directly held and RSU-related Class A shares.

Was Samuel Yount’s NRDS Form 4 transaction an open-market sale or purchase?

The Form 4 transaction was not an open-market trade. It reflects a tax-withholding disposition, where 3,779 shares were retained by NerdWallet to cover tax obligations tied to restricted stock unit vesting rather than a discretionary sale or purchase.

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

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Accepted by SEC EDGAR 03/04/2026 - 07:46 PM EST 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^*

YOUNT SAMUEL

(Last) (First) (Middle)

C/O NERDWALLET, INC.

4150 N. DRINKWATER BLVD., SUITE 200

(Street)

SCOTTSDALE AZ 85251

(City) (State) (Zip)

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 Business Officer

3. Date of Earliest Transaction (Month/Day/Year)
03/02/2026

4. If Amendment, Date of Original Filed (Month/Day/Year)

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

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

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	03/02/2026		F		3,779(1)	D	$11.08	433,578(2)	D
Class A Common Stock								355,806	I	By Trusts
Class A Common Stock								201,051	I	By LLC

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 the vesting of Restricted Stock Units ("RSUs").

2. Includes 105,107 RSUs payable solely in the Class A Common Stock of the Issuer.

Remarks:

	/s/ Mary Nuttall, attorney-in-fact for Samuel Yount	03/04/2026
	** 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.