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Nasdaq · USD

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NERDWALLET, INC.

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2280
SEC CIK
0001625278
Parsed reports
183

Last 12 months

Inside the activity.

0 purchase rows · 23 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202505
Dec 202503
Jan 202600
Feb 202600
Mar 202609
Apr 202600
May 202600
Jun 202606
Jul 202600
Aug 202600
Sep 202600
Oct 202600

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
September 01, 2026 Filed Sep 3, 2026 21:54 UTC
Chen Tim Chao-MingDirector · Chief Executive Officer · 10% owner
Tax withholdingClass A Common Stock 7,723 $9.78 $75,530.94
Disclosure

SEC source: 0001628280-26-060551 · wk-form4_1788472482.xml · nonDerivative · entry 1

Chen Tim Chao-Ming · CIK 0001891456 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 539,160

F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligation due to vesting of Restricted Stock Units ("RSUs").

F2 · balance_after: Includes 30,473 RSUs payable solely in the Class A Common Stock of the Issuer.

Read SEC document
September 01, 2026 Filed Sep 3, 2026 21:54 UTC
Lee Jun HyungChief Financial Officer
Tax withholdingClass A Common Stock 13,299 $9.78 $130,064.22
Disclosure

SEC source: 0001628280-26-060553 · wk-form4_1788472495.xml · nonDerivative · entry 1

Lee Jun Hyung · CIK 0002059618 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 354,783

F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligation due to vesting of Restricted Stock Units ("RSUs").

F2 · balance_after: Includes 295,062 RSUs payable solely in the Class A Common Stock of the Issuer.

Read SEC document
September 01, 2026 Filed Sep 3, 2026 21:54 UTC
Tatum NicholasChief Accounting Officer
Tax withholdingClass A Common Stock 2,990 $9.78 $29,242.20
Disclosure

SEC source: 0001628280-26-060550 · wk-form4_1788472476.xml · nonDerivative · entry 1

Tatum Nicholas · CIK 0002059347 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 69,466

F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligation due to vesting of Restricted Stock Units ("RSUs").

F2 · balance_after: Includes 49,024 RSUs payable solely in the Class A Common Stock of the Issuer.

Read SEC document
September 01, 2026 Filed Sep 3, 2026 21:54 UTC
Mischner Sam BrianChief Revenue Officer
Tax withholdingClass A Common Stock 22,643 $9.78 $221,448.54
Disclosure

SEC source: 0001628280-26-060552 · wk-form4_1788472487.xml · nonDerivative · entry 1

Mischner Sam Brian · CIK 0002113814 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 228,121

F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligation due to vesting of Restricted Stock Units ("RSUs").

F2 · balance_after: Includes 192,814 RSUs payable solely in the Class A Common Stock of the Issuer.

F3 · balance_after: Includes 1,039 shares of Class A Common Stock acquired by the Reporting Person under the Issuer's Employee Stock Purchase Plan on April 30, 2026.

Read SEC document
June 30, 2026 Filed Jun 30, 2026 21:24 UTC
Topline Capital Management, LLCSee Explanation in Footnotes
McBirney CollinSee Explanation in Footnotes
SaleCommon Stock 454,872 $9.27 $4,216,663.44
Disclosure

SEC source: 0001792549-26-000024 · primary_doc.xml · nonDerivative · entry 3

Topline Capital Management, LLC · CIK 0001792549 · See Explanation in Footnotes

McBirney Collin · CIK 0001792547 · See Explanation in Footnotes

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By Topline Capital Partners, LP

Disclosed balance after: 3,289,285

F1 · ownership.direct: The reporting persons are (i) Topline Capital Management, LLC, a registered investment adviser (TCM) and (ii) Collin McBirney, TCMs managing member

F2 · ownership.direct: Each reporting person may be deemed to beneficially own more than 10% of the issuers outstanding shares of common stock. Each reporting person disclaims beneficial ownership of the shares of common stock reported herein except to the extent of its or his pecuniary interest therein, and this report shall not be deemed to be an admission that any reporting person is the beneficial owner of such shares for purposes of Section 16 or for any other purpose.

F3 · ownership.nature: The shares of common stock reported in Table I on this Form 4 are beneficially owned by Topline Capital Partners, LP, a Delaware limited partnership (the Fund). As a greater than 10% beneficial owner, the Fund is separately reporting its holdings in the issuers securities on a Form 4 filed concurrently herewith. Each of TCM, as the investment manager and general partner of the Fund, and Mr. McBirney, as managing member of TCM, may be deemed to be the beneficial owner of the shares of common stock beneficially owned by the Fund.

Read SEC document
June 30, 2026 Filed Jun 30, 2026 20:51 UTC SaleCommon Stock 454,872 $9.27 $4,216,663.44
Disclosure

SEC source: 0001754074-26-000001 · primary_doc.xml · nonDerivative · entry 3

Topline Capital Partners, LP · CIK 0001754074 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,289,285

Read SEC document
June 29, 2026 Filed Jun 30, 2026 21:24 UTC
Topline Capital Management, LLCSee Explanation in Footnotes
McBirney CollinSee Explanation in Footnotes
SaleCommon Stock 587,835 $9.22 $5,419,838.70
Disclosure

SEC source: 0001792549-26-000024 · primary_doc.xml · nonDerivative · entry 2

Topline Capital Management, LLC · CIK 0001792549 · See Explanation in Footnotes

McBirney Collin · CIK 0001792547 · See Explanation in Footnotes

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By Topline Capital Partners, LP

Disclosed balance after: 3,744,157

F1 · ownership.direct: The reporting persons are (i) Topline Capital Management, LLC, a registered investment adviser (TCM) and (ii) Collin McBirney, TCMs managing member

F2 · ownership.direct: Each reporting person may be deemed to beneficially own more than 10% of the issuers outstanding shares of common stock. Each reporting person disclaims beneficial ownership of the shares of common stock reported herein except to the extent of its or his pecuniary interest therein, and this report shall not be deemed to be an admission that any reporting person is the beneficial owner of such shares for purposes of Section 16 or for any other purpose.

F3 · ownership.nature: The shares of common stock reported in Table I on this Form 4 are beneficially owned by Topline Capital Partners, LP, a Delaware limited partnership (the Fund). As a greater than 10% beneficial owner, the Fund is separately reporting its holdings in the issuers securities on a Form 4 filed concurrently herewith. Each of TCM, as the investment manager and general partner of the Fund, and Mr. McBirney, as managing member of TCM, may be deemed to be the beneficial owner of the shares of common stock beneficially owned by the Fund.

Read SEC document
June 29, 2026 Filed Jun 30, 2026 20:51 UTC SaleCommon Stock 587,835 $9.22 $5,419,838.70
Disclosure

SEC source: 0001754074-26-000001 · primary_doc.xml · nonDerivative · entry 2

Topline Capital Partners, LP · CIK 0001754074 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,744,157

Read SEC document
June 26, 2026 Filed Jun 30, 2026 21:24 UTC
Topline Capital Management, LLCSee Explanation in Footnotes
McBirney CollinSee Explanation in Footnotes
SaleCommon Stock 919,153 $8.95 $8,226,419.35
Disclosure

SEC source: 0001792549-26-000024 · primary_doc.xml · nonDerivative · entry 1

Topline Capital Management, LLC · CIK 0001792549 · See Explanation in Footnotes

McBirney Collin · CIK 0001792547 · See Explanation in Footnotes

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By Topline Capital Partners, LP

Disclosed balance after: 4,331,992

F1 · ownership.direct: The reporting persons are (i) Topline Capital Management, LLC, a registered investment adviser (TCM) and (ii) Collin McBirney, TCMs managing member

F2 · ownership.direct: Each reporting person may be deemed to beneficially own more than 10% of the issuers outstanding shares of common stock. Each reporting person disclaims beneficial ownership of the shares of common stock reported herein except to the extent of its or his pecuniary interest therein, and this report shall not be deemed to be an admission that any reporting person is the beneficial owner of such shares for purposes of Section 16 or for any other purpose.

F3 · ownership.nature: The shares of common stock reported in Table I on this Form 4 are beneficially owned by Topline Capital Partners, LP, a Delaware limited partnership (the Fund). As a greater than 10% beneficial owner, the Fund is separately reporting its holdings in the issuers securities on a Form 4 filed concurrently herewith. Each of TCM, as the investment manager and general partner of the Fund, and Mr. McBirney, as managing member of TCM, may be deemed to be the beneficial owner of the shares of common stock beneficially owned by the Fund.

Read SEC document
June 26, 2026 Filed Jun 30, 2026 20:51 UTC SaleCommon Stock 919,153 $8.95 $8,226,419.35
Disclosure

SEC source: 0001754074-26-000001 · primary_doc.xml · nonDerivative · entry 1

Topline Capital Partners, LP · CIK 0001754074 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,331,992

Read SEC document
June 01, 2026 Filed Jun 3, 2026 21:29 UTC
Tatum NicholasChief Accounting Officer
Tax withholdingClass A Common Stock 3,263 $8.75 $28,551.25
Disclosure

SEC source: 0001628280-26-040530 · wk-form4_1780522164.xml · nonDerivative · entry 1

Tatum Nicholas · CIK 0002059347 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,456

F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligation due to vesting of Restricted Stock Units ("RSUs").

F2 · balance_after: Includes 56,111 RSUs payable solely in the Class A Common Stock of the Issuer.

Read SEC document
June 01, 2026 Filed Jun 3, 2026 23:57 UTC
Mischner Sam BrianChief Revenue Officer
Tax withholdingClass A Common Stock 1,572 $8.75 $13,755.00
Disclosure

SEC source: 0001628280-26-040586 · wk-form4_1780531049.xml · nonDerivative · entry 1

Mischner Sam Brian · CIK 0002113814 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 249,725

F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligation due to vesting of Restricted Stock Units ("RSUs").

F2 · balance_after: Includes 245,653 RSUs payable solely in the Class A Common Stock of the Issuer.

Read SEC document
June 01, 2026 Filed Jun 3, 2026 21:27 UTC
Lee Jun HyungChief Financial Officer
Tax withholdingClass A Common Stock 47,876 $8.75 $418,915.00
Disclosure

SEC source: 0001628280-26-040528 · wk-form4_1780522069.xml · nonDerivative · entry 1

Lee Jun Hyung · CIK 0002059618 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 368,082

F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligation due to vesting of Restricted Stock Units ("RSUs").

F2 · balance_after: Includes 321,058 RSUs payable solely in the Class A Common Stock of the Issuer.

Read SEC document
June 01, 2026 Filed Jun 3, 2026 21:27 UTC
Chen Tim Chao-MingDirector · Chief Executive Officer · 10% owner
Tax withholdingClass A Common Stock 15,309 $8.75 $133,953.75
Disclosure

SEC source: 0001628280-26-040527 · wk-form4_1780522041.xml · nonDerivative · entry 1

Chen Tim Chao-Ming · CIK 0001891456 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 546,883

F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligation due to vesting of Restricted Stock Units ("RSUs").

F2 · balance_after: Includes 45,710 RSUs payable solely in the Class A Common Stock of the Issuer.

Read SEC document
May 22, 2026 Filed May 26, 2026 23:04 UTC
Chia TeresaDirector
GrantClass A Common Stock 19,710 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-038292 · wk-form4_1779836657.xml · nonDerivative · entry 2

Chia Teresa · CIK 0001838451 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,474

F1 · shares: Represents Restricted Stock Units ("RSUs") payable solely in Class A Common Stock of the Issuer.

F2 · balance_after: Includes 39,474 RSUs payable solely in Class A Common Stock of the Issuer.

Read SEC document
May 22, 2026 Filed May 26, 2026 23:04 UTC
Chia TeresaDirector
GrantClass A Common Stock 19,764 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-038292 · wk-form4_1779836657.xml · nonDerivative · entry 1

Chia Teresa · CIK 0001838451 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,764

F1 · shares: Represents Restricted Stock Units ("RSUs") payable solely in Class A Common Stock of the Issuer.

Read SEC document
May 21, 2026 Filed May 26, 2026 23:03 UTC
Ling AnthonyDirector
GrantClass A Common Stock 19,494 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-038289 · wk-form4_1779836631.xml · nonDerivative · entry 1

Ling Anthony · CIK 0002067476 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,436

F1 · shares: Represents Restricted Stock Units ("RSUs") payable solely in Class A Common Stock of the Issuer.

F2 · balance_after: Includes 31,492 RSUs payable solely in the Class A Common Stock of the Issuer.

Read SEC document
May 21, 2026 Filed May 26, 2026 23:04 UTC GrantClass A Common Stock 19,494 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-038291 · wk-form4_1779836649.xml · nonDerivative · entry 1

MCBRIDE KENNETH THOMAS · CIK 0001254776 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 90,526

F1 · shares: Represents Restricted Stock Units ("RSUs") payable solely in Class A Common Stock of the Issuer.

F2 · balance_after: Includes 19,494 RSUs payable solely in Class A Common Stock of the Issuer.

Read SEC document
May 21, 2026 Filed May 26, 2026 23:03 UTC GrantClass A Common Stock 19,494 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-038288 · wk-form4_1779836624.xml · nonDerivative · entry 1

Laube Lynne Marie · CIK 0001730687 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,627

F1 · shares: Represents Restricted Stock Units ("RSUs") payable solely in Class A Common Stock of the Issuer.

F2 · balance_after: Includes 19,494 RSUs payable solely in Class A Common Stock of the Issuer.

Read SEC document
May 20, 2026 Filed May 21, 2026 22:05 UTC
Ling AnthonyDirector
GrantClass A Common Stock 17,946 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-037456 · wk-form4_1779401146.xml · nonDerivative · entry 1

Ling Anthony · CIK 0002067476 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,942

F1 · shares: Represents Restricted Stock Units ("RSUs") payable solely in Class A Common Stock of the Issuer. Consists of an annual equity award of RSUs granted to the Reporting Person in accordance with the Issuer's non-employee director compensation policy. Such grant relates to the Reporting Person's 2025-2026 director term and was inadvertently delayed due to administrative error.

F2 · balance_after: Includes 17,996 RSUs payable solely in Class A Common Stock of the Issuer.

Read SEC document
March 18, 2026 Filed Mar 21, 2026 00:38 UTC
Tatum NicholasChief Accounting Officer
GrantClass A Common Stock 28,517 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-020299 · wk-form4_1774053477.xml · nonDerivative · entry 1

Tatum Nicholas · CIK 0002059347 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 75,719

F1 · shares: Represents Restricted Stock Units (RSUs) payable solely in Class A Common Stock of the Issuer.

F2 · balance_after: Includes 63,845 RSUs payable solely in the Class A Common Stock of the Issuer.

Read SEC document
March 18, 2026 Filed Mar 21, 2026 00:34 UTC
Lee Jun HyungChief Financial Officer
GrantEmployee Stock Options (right to buy) · Derivative 256,653 $0.00 Strike: $10.18 $0.00
Disclosure

SEC source: 0001628280-26-020297 · wk-form4_1774053261.xml · derivative · entry 2

Lee Jun Hyung · CIK 0002059618 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 831,916

Underlying: Class A Common Stock · 256,653 shares

Expires 2036-03-17

F3 · derivative.exercise_date: 1/48th of the shares subject to the option vest on each monthly anniversary measured from 3/18/2026, the vesting commencement date ("VCD"), such that 100% of the shares subject to the option will be fully vested on the fourth anniversary of the VCD.

Read SEC document
March 18, 2026 Filed Mar 21, 2026 00:34 UTC
Lee Jun HyungChief Financial Officer
GrantClass A Common Stock 128,326 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-020297 · wk-form4_1774053261.xml · nonDerivative · entry 1

Lee Jun Hyung · CIK 0002059618 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 415,958

F1 · shares: Represents Restricted Stock Units ("RSUs") payable solely in Class A Common Stock of the Issuer.

F2 · balance_after: Includes 415,958 RSUs payable solely in the Class A Common Stock of the Issuer.

Read SEC document
March 17, 2026 Filed Mar 20, 2026 00:16 UTC
YOUNT SAMUELChief Business Officer
SaleClass A Common Stock 24,278 $10.33 $250,791.74
Disclosure

SEC source: 0001628280-26-019954 · wk-form4_1773965779.xml · nonDerivative · entry 4

YOUNT SAMUEL · CIK 0001962871 · Chief Business Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By LLC

Disclosed balance after: 173,973

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.10 to $10.50, inclusive. The Reporting Person undertakes to provide to the Issuer, or any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

Read SEC document
March 17, 2026 Filed Mar 20, 2026 00:16 UTC
YOUNT SAMUELChief Business Officer
SaleClass A Common Stock 6,154 $10.26 $63,140.04
Disclosure

SEC source: 0001628280-26-019954 · wk-form4_1773965779.xml · nonDerivative · entry 3

YOUNT SAMUEL · CIK 0001962871 · Chief Business Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trusts

Disclosed balance after: 307,885

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.10 to $10.44, inclusive. The Reporting Person undertakes to provide to the Issuer, or any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

Read SEC document
March 17, 2026 Filed Mar 20, 2026 00:16 UTC
YOUNT SAMUELChief Business Officer
SaleClass A Common Stock 35,402 $10.33 $365,702.66
Disclosure

SEC source: 0001628280-26-019954 · wk-form4_1773965779.xml · nonDerivative · entry 2

YOUNT SAMUEL · CIK 0001962871 · Chief Business Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trusts

Disclosed balance after: 314,039

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.10 to $10.47, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

Read SEC document
March 17, 2026 Filed Mar 20, 2026 00:16 UTC
YOUNT SAMUELChief Business Officer
SaleClass A Common Stock 6,154 $10.26 $63,140.04
Disclosure

SEC source: 0001628280-26-019954 · wk-form4_1773965779.xml · nonDerivative · entry 1

YOUNT SAMUEL · CIK 0001962871 · Chief Business Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trusts

Disclosed balance after: 349,441

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.10 to $10.43, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

Read SEC document
March 12, 2026 Filed Mar 16, 2026 23:38 UTC
YOUNT SAMUELChief Business Officer
SaleClass A Common Stock 2,800 $10.61 $29,708.00
Disclosure

SEC source: 0001628280-26-018341 · wk-form4_1773704334.xml · nonDerivative · entry 2

YOUNT SAMUEL · CIK 0001962871 · Chief Business Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By LLC

Disclosed balance after: 198,251

Read SEC document
March 12, 2026 Filed Mar 16, 2026 23:38 UTC
YOUNT SAMUELChief Business Officer
SaleClass A Common Stock 211 $10.60 $2,236.60
Disclosure

SEC source: 0001628280-26-018341 · wk-form4_1773704334.xml · nonDerivative · entry 1

YOUNT SAMUEL · CIK 0001962871 · Chief Business Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trusts

Disclosed balance after: 355,595

Read SEC document
March 05, 2026 Filed Mar 7, 2026 00:57 UTC
Tatum NicholasChief Accounting Officer
SaleClass A Common Stock 10,151 $11.45 $116,228.95
Disclosure

SEC source: 0001628280-26-015782 · wk-form4_1772845068.xml · nonDerivative · entry 4

Tatum Nicholas · CIK 0002059347 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 47,202

F3 · kind: This sale reported on this Form 4 was executed by the Reporting Person in compliance with the manner of sale requirements of Rule 144, outside of a Rule 10b5-1 trading plan.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $11.42 to $11.48 inclusive. The Reporting Person undertakes to provide to the Issuer, or any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F5 · balance_after: Includes 35,328 Restricted Stock Units ("RSUs") payable solely in the Class A Common Stock of the Issuer.

Read SEC document
March 04, 2026 Filed Mar 7, 2026 00:57 UTC
Tatum NicholasChief Accounting Officer
GiftClass A Common Stock 595 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-015782 · wk-form4_1772845068.xml · nonDerivative · entry 3

Tatum Nicholas · CIK 0002059347 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 57,353

F2 · kind: Represents a bona fide gift made by the Reporting Person to a charitable donor-advised fund.

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March 04, 2026 Filed Mar 7, 2026 00:57 UTC
Tatum NicholasChief Accounting Officer
SaleClass A Common Stock 298 $11.45 $3,412.10
Disclosure

SEC source: 0001628280-26-015782 · wk-form4_1772845068.xml · nonDerivative · entry 2

Tatum Nicholas · CIK 0002059347 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 57,948

F1 · kind: The sales reported for this transaction (on this Form 4) were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on 5/29/2025.

Read SEC document
March 04, 2026 Filed Mar 7, 2026 00:57 UTC
Tatum NicholasChief Accounting Officer
SaleClass A Common Stock 595 $11.45 $6,812.75
Disclosure

SEC source: 0001628280-26-015782 · wk-form4_1772845068.xml · nonDerivative · entry 1

Tatum Nicholas · CIK 0002059347 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 58,246

F1 · kind: The sales reported for this transaction (on this Form 4) were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on 5/29/2025.

Read SEC document
March 02, 2026 Filed Mar 5, 2026 00:38 UTC
Tatum NicholasChief Accounting Officer
Tax withholdingClass A Common Stock 2,827 $11.08 $31,323.16
Disclosure

SEC source: 0001628280-26-014930 · wk-form4_1772671106.xml · nonDerivative · entry 1

Tatum Nicholas · CIK 0002059347 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,841

F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligation due to the vesting of Restricted Stock Units ("RSUs").

F2 · balance_after: Includes 35,328 RSUs payable solely in Class A Common Stock of the Issuer.

Read SEC document
March 02, 2026 Filed Mar 5, 2026 00:46 UTC
YOUNT SAMUELChief Business Officer
Tax withholdingClass A Common Stock 3,779 $11.08 $41,871.32
Disclosure

SEC source: 0001628280-26-014935 · wk-form4_1772671581.xml · nonDerivative · entry 1

YOUNT SAMUEL · CIK 0001962871 · Chief Business Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 433,578

F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligation due to the vesting of Restricted Stock Units ("RSUs").

F2 · balance_after: Includes 105,107 RSUs payable solely in the Class A Common Stock of the Issuer.

Read SEC document
March 02, 2026 Filed Mar 5, 2026 00:41 UTC
Chen Tim Chao-MingDirector · Chief Executive Officer · 10% owner
Tax withholdingClass A Common Stock 11,095 $11.08 $122,932.60
Disclosure

SEC source: 0001628280-26-014933 · wk-form4_1772671303.xml · nonDerivative · entry 1

Chen Tim Chao-Ming · CIK 0001891456 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 562,192

F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligation due to vesting of Restricted Stock Units ("RSUs").

F2 · balance_after: Includes 75,915 RSUs payable solely in Class A Common Stock of the Issuer.

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December 03, 2025 Filed Dec 6, 2025 02:37 UTC
Tatum NicholasChief Accounting Officer
SaleClass A Common Stock 596 $15.93 $9,494.28
Disclosure

SEC source: 0001628280-25-055679 · wk-form4_1764988635.xml · nonDerivative · entry 2

Tatum Nicholas · CIK 0002059347 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 62,858

F2 · kind: The sales reported for this transaction (on this Form 4) were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on 5/29/2025.

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December 03, 2025 Filed Dec 24, 2025 01:04 UTC Amendment
Tatum NicholasChief Accounting Officer
SaleClass A Common Stock 1,191 $15.93 $18,972.63
Disclosure

SEC source: 0001628280-25-058819 · wk-form4a_1766538259.xml · nonDerivative · entry 1

Tatum Nicholas · CIK 0002059347 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 62,263

F1 · kind: The sales reported for this transaction (on this Form 4) were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 29, 2025.

F2 · shares: The original Form 4 filed on 12/5/2025 misreported the number of securities sold due to administrative error. The correct number of securities sold is 1,191 as indicated in this amended filing.

F3 · balance_after: Includes 41,282 Restricted Stock Units ("RSUs") payable solely in Class A Common Stock of the Issuer.

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December 02, 2025 Filed Dec 4, 2025 21:52 UTC
YOUNT SAMUELChief Business Officer
SaleClass A Common Stock 15,945 $16.04 $255,741.86
Disclosure

SEC source: 0001628280-25-055409 · wk-form4_1764885117.xml · nonDerivative · entry 1

YOUNT SAMUEL · CIK 0001962871 · Chief Business Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trusts

Disclosed balance after: 358,116

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $16.00 to $16.14 inclusive. The Reporting Person undertakes to provide to the Issuer, or any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

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December 02, 2025 Filed Dec 6, 2025 02:37 UTC
Tatum NicholasChief Accounting Officer
Tax withholdingClass A Common Stock 2,511 $15.41 $38,694.51
Disclosure

SEC source: 0001628280-25-055679 · wk-form4_1764988635.xml · nonDerivative · entry 1

Tatum Nicholas · CIK 0002059347 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 63,454

F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligation due to the vesting of Restricted Stock Units ("RSUs").

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December 02, 2025 Filed Dec 6, 2025 02:29 UTC
YOUNT SAMUELChief Business Officer
Tax withholdingClass A Common Stock 4,862 $15.41 $74,923.42
Disclosure

SEC source: 0001628280-25-055675 · wk-form4_1764988180.xml · nonDerivative · entry 1

YOUNT SAMUEL · CIK 0001962871 · Chief Business Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 437,357

F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligation due to the vesting of Restricted Stock Units ("RSUs").

F2 · balance_after: Includes 116,218 RSUs payable solely in the Class A Common Stock of the Issuer.

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December 02, 2025 Filed Dec 6, 2025 02:32 UTC
Chen Tim Chao-MingDirector · Chief Executive Officer · 10% owner
Tax withholdingClass A Common Stock 15,309 $15.41 $235,911.69
Disclosure

SEC source: 0001628280-25-055677 · wk-form4_1764988369.xml · nonDerivative · entry 1

Chen Tim Chao-Ming · CIK 0001891456 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 573,287

F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligation due to vesting of Restricted Stock Units ("RSUs").

F2 · balance_after: Includes 106,821 RSUs payable solely in Class A Common Stock of the Issuer.

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November 26, 2025 Filed Dec 2, 2025 02:32 UTC
YOUNT SAMUELChief Business Officer
SaleClass A Common Stock 10,000 $15.07 $150,700.00
Disclosure

SEC source: 0001628280-25-054588 · wk-form4_1764642747.xml · nonDerivative · entry 1

YOUNT SAMUEL · CIK 0001962871 · Chief Business Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trusts

Disclosed balance after: 374,061

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.00 to $15.99 inclusive. The Reporting Person undertakes to provide to the Issuer, or any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

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November 24, 2025 Filed Nov 27, 2025 01:53 UTC
Chen Tim Chao-MingDirector · Chief Executive Officer · 10% owner
GiftClass B Common Stock · Derivative 1,001,360 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-054214 · wk-form4_1764208425.xml · derivative · entry 3

Chen Tim Chao-Ming · CIK 0001891456 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By The Seed Investor Irrevocable Remainder Trust II

Disclosed balance after: 3,640,481

Underlying: Class B Common Stock · 1,001,360 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer.

F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer.

F2 · derivative.expiration_date: The Class B Common Stock has no expiration date.

F3 · ownership.nature: Trust of which members of the Reporting Person's immediate family are beneficiaries. The Reporting Person has investment control over the shares held by the trust.

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November 24, 2025 Filed Nov 27, 2025 01:53 UTC
Chen Tim Chao-MingDirector · Chief Executive Officer · 10% owner
GiftClass B Common Stock · Derivative 2,740,027 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-054214 · wk-form4_1764208425.xml · derivative · entry 2

Chen Tim Chao-Ming · CIK 0001891456 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By The Tim Chen Revocable Trust

Disclosed balance after: 19,380,838

Underlying: Class A Common Stock · 2,740,027 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer.

F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer.

F2 · derivative.expiration_date: The Class B Common Stock has no expiration date.

F4 · ownership.nature: These shares are held by The Tim Chen Revocable Trust u/a/d 3/11/2016, for which the Reporting Person serves as the trustee.

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November 24, 2025 Filed Nov 27, 2025 01:53 UTC
Chen Tim Chao-MingDirector · Chief Executive Officer · 10% owner
GiftClass B Common Stock · Derivative 3,741,387 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-054214 · wk-form4_1764208425.xml · derivative · entry 1

Chen Tim Chao-Ming · CIK 0001891456 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · The Seed Investor 2022 Annuity Trust

Disclosed balance after: 0

Underlying: Class A Common Stock · 3,741,387 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer.

F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer.

F2 · derivative.expiration_date: The Class B Common Stock has no expiration date.

F3 · ownership.nature: Trust of which members of the Reporting Person's immediate family are beneficiaries. The Reporting Person has investment control over the shares held by the trust.

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November 24, 2025 Filed Nov 26, 2025 22:27 UTC
YOUNT SAMUELChief Business Officer
SaleClass A Common Stock 5,040 $14.28 $71,971.20
Disclosure

SEC source: 0001628280-25-054197 · wk-form4_1764196036.xml · nonDerivative · entry 1

YOUNT SAMUEL · CIK 0001962871 · Chief Business Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trusts

Disclosed balance after: 384,061

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.25 to $14.33 inclusive. The Reporting Person undertakes to provide to the Issuer, or any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

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November 14, 2025 Filed Nov 18, 2025 22:26 UTC
YOUNT SAMUELChief Business Officer
SaleClass A Common Stock 521 $14.25 $7,424.25
Disclosure

SEC source: 0001628280-25-052993 · wk-form4_1763504757.xml · nonDerivative · entry 1

YOUNT SAMUEL · CIK 0001962871 · Chief Business Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trusts

Disclosed balance after: 389,101

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.25 to $14.26 inclusive. The Reporting Person undertakes to provide to the Issuer, or any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

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November 13, 2025 Filed Nov 17, 2025 21:49 UTC
YOUNT SAMUELChief Business Officer
SaleClass A Common Stock 12,129 $14.34 $173,929.86
Disclosure

SEC source: 0001628280-25-052643 · wk-form4_1763416183.xml · nonDerivative · entry 1

YOUNT SAMUEL · CIK 0001962871 · Chief Business Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trusts

Disclosed balance after: 389,622

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.25 to $14.48 inclusive. The Reporting Person undertakes to provide to the Issuer, or any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

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November 13, 2025 Filed Dec 24, 2025 01:09 UTC Amendment
YOUNT SAMUELChief Business Officer
SaleClass A Common Stock 14,439 $14.34 $207,055.26
Disclosure

SEC source: 0001628280-25-058821 · wk-form4a_1766538571.xml · nonDerivative · entry 1

YOUNT SAMUEL · CIK 0001962871 · Chief Business Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trusts

Disclosed balance after: 387,312

F1 · shares: The original Form 4 filed on 11/17/2025 misreported the number of securities sold due to administrative error. The correct number of securities sold is 14,439, as indicated in this amended filing. All such subsequent reports are hereby updated by this amendment.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.25 to $14.48 inclusive. The Reporting Person undertakes to provide to the Issuer, or any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.