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

Rhea-AI Filing Summary

NerdWallet, Inc.’s Chief Accounting Officer Nicholas Tatum reported a routine tax-related share disposition. On the vesting of Restricted Stock Units (RSUs), 2,827 shares of Class A Common Stock, valued at $11.08 per share, were withheld by the company to cover tax obligations. After this withholding transaction, Tatum directly owned 58,841 shares of Class A Common Stock, which include 35,328 RSUs payable solely in Class A shares. This filing reflects administrative tax withholding rather than an open-market sale.

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

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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 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 Accounting 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		2,827(1)	D	$11.08	58,841(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 the vesting of Restricted Stock Units ("RSUs").

2. Includes 35,328 RSUs payable solely in Class A Common Stock of the Issuer.

Remarks:

	/s/ Mary Nuttall, Attorney-in-Fact for Nicholas Tatum	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).
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FAQ

What insider transaction did NerdWallet (NRDS) report for Nicholas Tatum?

NerdWallet reported that Chief Accounting Officer Nicholas Tatum had 2,827 Class A shares withheld to cover taxes on RSU vesting. The shares were valued at $11.08 each and represent a tax-withholding disposition, not an open-market sale.

How many NerdWallet (NRDS) shares did Nicholas Tatum retain after the tax withholding?

After the tax-withholding disposition, Nicholas Tatum directly owned 58,841 shares of NerdWallet Class A Common Stock. This total includes 35,328 Restricted Stock Units payable solely in Class A shares, reflecting his remaining equity stake after the withholding event.

Was Nicholas Tatum’s NerdWallet (NRDS) Form 4 a stock sale in the open market?

No, the Form 4 shows a tax-withholding disposition, not an open-market sale. NerdWallet withheld 2,827 shares upon RSU vesting to satisfy tax obligations, using shares instead of cash to pay the related tax liability.

At what price were the withheld NerdWallet (NRDS) shares valued in Nicholas Tatum’s filing?

The withheld shares in Nicholas Tatum’s Form 4 were valued at $11.08 per share. This price is used to calculate the value of 2,827 Class A shares withheld by NerdWallet to satisfy tax obligations from RSU vesting.

What do the RSUs in Nicholas Tatum’s NerdWallet (NRDS) holding represent?

Nicholas Tatum’s holdings include 35,328 Restricted Stock Units payable solely in NerdWallet Class A Common Stock. RSUs represent a right to receive shares in the future, typically subject to vesting conditions like continued employment or performance milestones.