Welcome to our dedicated page for Nerdwallet SEC filings (Ticker: NRDS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
NerdWallet, Inc. (Nasdaq: NRDS) files a range of documents with the U.S. Securities and Exchange Commission that provide detailed insight into its operations as a personal finance website and app. On this NRDS filings page at Stock Titan, you can review NerdWallet’s regulatory disclosures alongside AI-powered summaries that help explain the key points in accessible language.
Core filings such as annual reports on Form 10-K and quarterly reports on Form 10-Q describe how NerdWallet organizes its business across revenue categories including insurance, credit cards, SMB products, loans and emerging verticals. These reports explain, for example, that insurance revenue comes from consumer insurance products such as auto, life and pet insurance, while loans revenue includes personal loans, mortgages, student loans and auto loans, and emerging verticals revenue covers banking, investing and international product sources. Management also discusses non-GAAP measures like non-GAAP operating income and adjusted EBITDA, outlining how these metrics are used internally and how they differ from GAAP results.
Current reports on Form 8-K provide timely updates on specific events. For NRDS, recent 8-K filings have disclosed amendments to the company’s share repurchase authorization, increasing the total amount authorized for repurchases of Class A common stock, and an amendment to its credit agreement that, among other items, designates certain subsidiaries as unrestricted and permits those entities to make acquisitions. Other 8-Ks furnish earnings press releases and note the posting of shareholder letters and investor materials on the company’s investor relations site.
On Stock Titan, NerdWallet’s SEC filings are updated in near real time as they appear on EDGAR. AI-generated highlights can help you quickly identify topics such as changes in capital allocation policies, credit facility terms, revenue composition by product category, and the use of non-GAAP metrics. You can also access insider transaction reports on Form 4 and proxy materials on Schedule 14A when available, using the summaries to better understand executive ownership, compensation structures and governance matters without reading every page of each filing.
NRDS — Notice of proposed resale of Class A Common shares
This filing lists proposed sales of Class A Common stock. It shows two selling entities — BEARMAN TRUST and YOUNT FAMILY REV TRUST — reported sales on 03/12/2026 of 2,800 and 211 shares respectively, with proceeds shown as $29,708.00 and $2,236.60.
NRDS related parties reported proposed sales of Class A Common stock under a Form 144 notice. The excerpt lists a sale of 2,800 shares by BEARMAN TRUST and 211 shares by YOUNT FAMILY REV TRUST, both dated 03/12/2026.
The filing shows these entries alongside numeric figures 29708.00 and 2236.60 respectively. The notice references Class A Common and NASDAQ; specific cash‑flow recipient details and broader ownership context are not included in the excerpt.
Notorem, Inc. brokered filings report dispositions of Class A Common shares. On 03/12/2026, BEARMAN TRUST transacted 2,800 shares for $29,708.00 and YOUNT FAMILY REV TRUST transacted 211 shares for $2,236.60.
The notices were submitted via broker Morgan Stanley Smith Barney LLC Executive Financial Services and reference NASDAQ trading for symbol NRDS.
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 reports that The Vanguard Group beneficially owns 12.14% of common stock, equal to 4,261,860 shares. The filing states Vanguard has shared voting power for 364,045 shares and shared dispositive power for 4,261,860 shares.
The filing notes an internal realignment at The Vanguard Group on January 12, 2026, after which certain subsidiaries expect to report beneficial ownership separately. The form is signed and dated March 5, 2026.
NRDS filing a Form 144 listing proposed sales and recent transactions in Class A common stock. The notice lists multiple issuer-related vesting events totaling several thousand shares on specific dates, and reports a sale of 893 shares by Nicholas Tatum on 03/04/2026.
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.