Every Form 4 that Nerdwallet, Inc. (NRDS) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow NRDS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full NRDS filings page.
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.
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
NERDWALLET, INC. (NRDS) reported that Chief Executive Officer and director Tim Chao-Ming Chen had 7,723 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 transaction, he holds 539,160 shares directly, including 30,473 RSUs payable solely in Class A Common Stock. No Rule 10b5-1 trading plan is reported for this Form 4.
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.
NERDWALLET, INC. insider reporting entities tied to Topline Capital Management, LLC disclosed a series of indirect open-market sales of common stock by Topline Capital Partners, LP. Across three days in late June, the fund sold a total of 1,961,860 shares at per-share prices of $8.95, $9.22, and $9.27. After these transactions, 3,289,285 NerdWallet shares remained beneficially owned indirectly through the fund. The reporting persons state they may be deemed greater-than-10% beneficial owners but disclaim beneficial ownership beyond their pecuniary interests.
Topline Capital Partners, LP, a ten percent owner of NERDWALLET, INC., reported a series of open-market sales of Common Stock. Across three days, it sold 919,153 shares at $8.95 on June 26, 587,835 shares at $9.22 on June 29, and 454,872 shares at $9.27 on June 30. After these transactions, Topline Capital Partners directly holds 3,289,285 NerdWallet common shares. These are discretionary open-market sales by a large shareholder, not option exercises or tax-related transactions.
NERDWALLET, INC. Chief Revenue Officer Sam Brian Mischner reported a tax-related share disposition tied to equity compensation. On the vesting of Restricted Stock Units, 1,572 shares of Class A Common Stock were withheld by the company to cover tax obligations. After this withholding, Mischner directly holds 249,725 shares, including 245,653 RSUs payable in Class A Common Stock, so the withheld amount represents only a small portion of his total equity position.
NERDWALLET, INC. Chief Accounting Officer Nicholas Tatum reported a routine tax-withholding transaction related to equity compensation. The company withheld 3,263 shares of Class A Common Stock at $8.75 per share to cover taxes upon vesting of Restricted Stock Units. After this disposition, Tatum directly holds 72,456 shares, including 56,111 RSUs payable in Class A Common Stock.
NERDWALLET, INC. Chief Financial Officer Jun Hyung Lee reported a tax-related share disposition tied to vesting equity awards. The company withheld 47,876 shares of Class A Common Stock at $8.75 per share to cover tax withholding obligations from vested Restricted Stock Units (RSUs). After this withholding, Lee directly holds 368,082 shares of Class A Common Stock. This position includes 321,058 RSUs that will be settled in Class A Common Stock as they vest over time. The event reflects routine equity compensation and tax treatment rather than an open-market trade.
NerdWallet, Inc. Chief Executive Officer Tim Chao-Ming Chen reported a routine tax-withholding transaction related to equity compensation. On the vesting of Restricted Stock Units, 15,309 shares of Class A Common Stock were withheld by NerdWallet at $8.75 per share to satisfy tax obligations. Following this non-market disposition, Chen directly holds 546,883 shares, which include 45,710 RSUs payable solely in Class A Common Stock.
Chia Teresa reported acquisition or exercise transactions in this Form 4 filing.
NERDWALLET, INC. director Teresa Chia reported receiving equity compensation in the form of Restricted Stock Units (RSUs) payable solely in Class A Common Stock. On May 22, 2026, she was granted 19,710 RSUs at no cash cost, bringing that RSU holding to 39,474 units. She also received a separate grant of 19,764 RSUs, after which that award reflects 19,764 units. These are compensation-related awards rather than open-market share purchases or sales.
NERDWALLET, INC. director Kenneth Thomas McBride reported an equity compensation grant on Class A Common Stock. He acquired 19,494 shares through a grant classified as Restricted Stock Units (RSUs) at a stated price of $0.00 per share. Following this award, his directly held position is 90,526 shares of Class A Common Stock, including 19,494 RSUs payable solely in Class A stock. This reflects a routine, non-cash compensation grant rather than an open-market purchase or sale.
Ling Anthony reported acquisition or exercise transactions in this Form 4 filing.
NerdWallet director Anthony Ling received an equity award in the form of Restricted Stock Units (RSUs). On this Form 4, Ling was granted 19,494 RSUs payable solely in Class A Common Stock of NerdWallet at no cash cost per share.
After this grant, Ling directly holds 55,436 shares of Class A Common Stock, which the disclosure notes includes 31,492 RSUs payable solely in Class A Common Stock. This filing reflects a compensation-related stock award rather than an open-market purchase or sale.
NerdWallet director Lynne Marie Laube received an equity award of 19,494 Restricted Stock Units (RSUs) payable in Class A Common Stock. The RSUs were granted at no cash cost to her as compensation and will settle in shares of NerdWallet stock.
Following this award, Laube now holds 79,627 shares and RSUs of NerdWallet directly, according to the filing. This transaction reflects a grant or award acquisition rather than an open-market purchase or sale.
Ling Anthony reported acquisition or exercise transactions in this Form 4 filing.
NERDWALLET, INC. director Anthony Ling received an equity grant of 17,946 Restricted Stock Units (RSUs) payable in Class A Common Stock. This annual RSU award relates to his 2025–2026 director term and was delayed previously due to an administrative error. Following the grant, Ling directly holds 35,942 shares and RSUs in total, including 17,996 RSUs that are also payable solely in Class A Common Stock.
NERDWALLET, INC. reported that Chief Accounting Officer Nicholas Tatum acquired 28,517 shares of its Class A Common Stock through a grant of Restricted Stock Units (RSUs) payable solely in Class A Common Stock. Following this award, Tatum directly holds 75,719 shares, which the footnotes state include 63,845 RSUs.
NERDWALLET, INC. Chief Financial Officer Jun Hyung Lee reported compensation-related equity grants, not open-market trades. He received 256,653 employee stock options to buy Class A Common Stock at an exercise price of $10.1800 per share, expiring on March 17, 2036. He was also granted 128,326 Restricted Stock Units (RSUs) payable solely in Class A Common Stock, contributing to a total of 415,958 RSUs reported as of this filing. The option vests monthly, with 1/48 of the shares vesting on each monthly anniversary starting March 18, 2026, so the award becomes fully vested on the fourth anniversary of that date. Following these grants, Lee directly holds 831,916 options and 415,958 RSUs, showing a substantial ongoing equity stake aligned with company performance.
NerdWallet, Inc. Chief Business Officer Samuel Yount reported open-market sales of 71,988 shares of Class A common stock on March 17, 2026. The sales, executed through trusts and an LLC, were priced at weighted averages of $10.26 and $10.33 per share.
Footnotes state the transactions occurred in multiple trades within price ranges from $10.10 up to $10.50. After these sales, entities associated with Yount hold 173,973 shares indirectly, and he holds 433,578 shares directly, including 105,107 restricted stock units payable in Class A common stock.
NerdWallet Chief Business Officer Samuel Yount reported open-market sales of a total of 3,011 shares of Class A Common Stock on March 12, 2026, at prices around $10.60 per share. The sales were executed through entities described as trusts and an LLC, reflecting indirect holdings.
Following these transactions, indirect holdings stood at 355,595 shares held by trusts and 198,251 shares held by an LLC. Direct holdings were 433,578 shares, which include 105,107 Restricted Stock Units payable solely in Class A Common Stock.
NerdWallet, Inc. Chief Accounting Officer Nicholas Tatum reported multiple transactions in Class A common stock. He sold a total of 11,044 shares in open-market trades at a weighted average price of $11.45 per share, with individual prices ranging from $11.42 to $11.48. Some of these sales were carried out under a pre-arranged Rule 10b5-1 trading plan, while another sale was executed in compliance with Rule 144 outside such a plan. Tatum also made a bona fide gift of 595 shares to a charitable donor-advised fund. Following these transactions, he directly holds 47,202 Class A shares, including 35,328 restricted stock units payable in Class A common stock.
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.
NerdWallet, Inc. director and Chief Executive Officer Tim Chao-Ming Chen reported a tax-related share disposition. On March 2, 2026, the issuer withheld 11,095 shares of Class A Common Stock at $11.08 per share to satisfy tax obligations from vesting restricted stock units. After this withholding, Chen directly owned 562,192 shares, and the holdings include 75,915 RSUs payable solely in Class A Common Stock.
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.
NerdWallet, Inc. Chief Business Officer Samuel Yount reported a tax withholding transaction involving 4,862 shares of Class A common stock at $15.41 per share on December 2, 2025.
These shares were withheld by the company to satisfy tax obligations related to the vesting of restricted stock units, and Yount now beneficially owns 437,357 Class A shares directly, including 116,218 RSUs payable in stock.
He also reports indirect ownership of 358,116 Class A shares through trusts and 201,051 Class A shares through an LLC.
NerdWallet, Inc. (NRDS) Chief Business Officer Samuel Yount reported a small sale of Class A common stock. On 11/14/2025, he sold 521 shares at a weighted average price of $14.25 per share in an open-market transaction coded as a sale. Following this trade, he beneficially owns 389,101 Class A shares held by trusts, 201,051 Class A shares held through an LLC, and 442,219 Class A shares held directly. The direct holdings figure includes 127,328 restricted stock units (RSUs) that are payable solely in Class A common stock.
NerdWallet, Inc. executive reports stock sale
Samuel Yount, Chief Business Officer of NerdWallet, Inc. (NRDS), reported selling 12,129 shares of Class A common stock on 11/13/2025. The shares were sold at a weighted average price of $14.34, with individual trade prices ranging from $14.25 to $14.48. The filing notes that full trade details are available upon request.
After this transaction, Yount reports indirect beneficial ownership of 389,622 shares held by trusts and 201,051 shares held by an LLC, as well as 442,219 shares held directly. The directly held amount includes 127,328 RSUs payable in Class A common stock and 1,384 shares acquired under NerdWallet’s Employee Stock Purchase Plan on 10/31/2025.
NerdWallet, Inc. (NRDS) Chief Accounting Officer Nicholas Tatum reported sales and a charitable gift of Class A common stock on 10/02/2025. The filing shows a sale of 4,272 shares at $10.76 per share executed under a Rule 10b5-1 trading plan adopted 05/29/2025, and a gift of 2,055 shares to a donor-advised fund at no consideration. After these transactions, the reporting person holds 65,965 shares beneficially, which includes 47,234 restricted stock units payable in Class A common stock. The Form 4 was signed by an attorney-in-fact on 10/06/2025.