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. filings document formal disclosures for its personal finance platform, including Form 8-K reports on operating and financial results, shareholder letters, Regulation FD information, material events, material agreements, and capital-structure matters. Recent filings also record share repurchase authorizations and related disclosure about open-market or privately negotiated repurchases.
Proxy materials document annual meeting matters, board oversight, stockholder voting items, and executive-governance disclosures. Other material-event filings describe amendments to the company’s Code of Business Conduct, including governance updates addressing artificial intelligence and related conduct standards.
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.
NRDS submitted a Form 144 notifying a proposed sale of 24,278 shares of Class A Common Stock, dated 03/17/2026. The filing lists recent transactions by related holders, including Bearman Trust which sold 2,800 shares and Yount Family Rev Trust which sold 211 shares on 03/12/2026. The statement identifies the broker-dealer Morgan Stanley Smith Barney LLC and lists the NASDAQ as the market.
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.