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Nasdaq · USD

NRDS

NERDWALLET, INC.

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Tapewire entity
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

Latest available

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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
October 02, 2025 Filed Oct 6, 2025 21:11 UTC
Tatum NicholasChief Accounting Officer
GiftClass A Common Stock 2,055 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-044352 · wk-form4_1759785111.xml · nonDerivative · entry 2

Tatum Nicholas · CIK 0002059347 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 65,965

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

F3 · balance_after: Includes 47,234 Restricted Stock Units ("RSUs") payable solely in the Class A Common Stock of the Issuer.

Read SEC document
October 02, 2025 Filed Oct 6, 2025 21:11 UTC
Tatum NicholasChief Accounting Officer
SaleClass A Common Stock 4,272 $10.76 $45,966.72
Disclosure

SEC source: 0001628280-25-044352 · wk-form4_1759785111.xml · nonDerivative · entry 1

Tatum Nicholas · CIK 0002059347 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 68,020

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.

Read SEC document
September 02, 2025 Filed Sep 5, 2025 01:28 UTC
Tatum NicholasChief Accounting Officer
Tax withholdingClass A Common Stock 2,511 $10.26 $25,762.86
Disclosure

SEC source: 0002059347-25-000003 · wk-form4_1757035687.xml · nonDerivative · entry 1

Tatum Nicholas · CIK 0002059347 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,292

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 47,234 RSUs payable solely in the Class A Common Stock of the Issuer.

Read SEC document
September 02, 2025 Filed Sep 5, 2025 01:31 UTC
YOUNT SAMUELChief Business Officer
Tax withholdingClass A Common Stock 4,862 $10.26 $49,884.12
Disclosure

SEC source: 0001962871-25-000003 · wk-form4_1757035872.xml · nonDerivative · entry 1

YOUNT SAMUEL · CIK 0001962871 · Chief Business Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 440,835

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

F2 · balance_after: Includes 127,328 RSUs payable solely in Class A Common Stock of the Issuer.

Read SEC document
September 02, 2025 Filed Sep 5, 2025 01:30 UTC
Chen Tim Chao-MingDirector · Chief Executive Officer · 10% owner
Tax withholdingClass A Common Stock 15,310 $10.26 $157,080.60
Disclosure

SEC source: 0001891456-25-000003 · wk-form4_1757035823.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: 588,596

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 136,327 RSUs payable solely in the Class A Common Stock of the Issuer.

Read SEC document
July 11, 2025 Filed Jul 15, 2025 21:57 UTC
YOUNT SAMUELChief Business Officer
Tax withholdingClass A Common Stock 201,544 $10.59 $2,134,350.96
Disclosure

SEC source: 0001625278-25-000096 · wk-form4_1752616653.xml · nonDerivative · entry 1

YOUNT SAMUEL · CIK 0001962871 · Chief Business Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 445,697

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 138,438 RSUs payable solely in the Class A Common Stock of the Issuer.

Read SEC document
June 03, 2025 Filed Jun 5, 2025 19:07 UTC
YOUNT SAMUELChief Business Officer
GrantEmployee Stock Options (right to buy) · Derivative 125,581 $0.00 Strike: $10.80 $0.00
Disclosure

SEC source: 0001625278-25-000092 · wk-form4_1749150424.xml · derivative · entry 4

YOUNT SAMUEL · CIK 0001962871 · Chief Business Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 125,581

Underlying: Class A Common Stock · 125,581 shares

Expires 2035-06-03

F2 · derivative.exercise_date: 1/48th of the shares subject to the option vest on each monthly anniversary measured from 6/3/25, 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
June 03, 2025 Filed Jun 5, 2025 19:07 UTC
YOUNT SAMUELChief Business Officer
GrantClass A Common Stock 62,790 $0.00 $0.00
Disclosure

SEC source: 0001625278-25-000092 · wk-form4_1749150424.xml · nonDerivative · entry 1

YOUNT SAMUEL · CIK 0001962871 · Chief Business Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 647,241

F1 · balance_after: Includes 625,292 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.

Read SEC document
June 02, 2025 Filed Jun 4, 2025 21:10 UTC
Tatum NicholasChief Accounting Officer
Tax withholdingClass A Common Stock 1,985 $10.52 $20,882.20
Disclosure

SEC source: 0001625278-25-000088 · wk-form4_1749071430.xml · nonDerivative · entry 1

Tatum Nicholas · CIK 0002059347 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,803

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 53,186 RSUs payable solely in the Class A Common Stock of the Issuer.

Read SEC document
June 02, 2025 Filed Jun 4, 2025 21:13 UTC
YOUNT SAMUELChief Business Officer
Tax withholdingClass A Common Stock 2,067 $10.52 $21,744.84
Disclosure

SEC source: 0001625278-25-000090 · wk-form4_1749071595.xml · nonDerivative · entry 1

YOUNT SAMUEL · CIK 0001962871 · Chief Business Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 584,451

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 562,502 RSUs payable solely in the Class A Common Stock of the Issuer.

F3 · balance_after: Includes 861 shares acquired by the Reporting Person under the Issuer's 2021 Employee Stock Purchase Plan on April 30, 2025.

Read SEC document
June 02, 2025 Filed Jun 4, 2025 21:07 UTC
Chen Tim Chao-MingDirector · Chief Executive Officer · 10% owner
Tax withholdingClass A Common Stock 15,309 $10.52 $161,050.68
Disclosure

SEC source: 0001625278-25-000086 · wk-form4_1749071248.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: 603,906

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 166,533 RSUs payable solely in the Class A Common Stock of the Issuer.

Read SEC document
May 22, 2025 Filed May 23, 2025 22:56 UTC
Ling AnthonyDirector
GrantClass A Common Stock 17,996 $0.00 $0.00
Disclosure

SEC source: 0001625278-25-000084 · wk-form4_1748040999.xml · nonDerivative · entry 1

Ling Anthony · CIK 0002067476 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,996

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

Read SEC document
May 21, 2025 Filed May 23, 2025 22:33 UTC GrantClass A Common Stock 18,137 $0.00 $0.00
Disclosure

SEC source: 0001625278-25-000077 · wk-form4_1748039601.xml · nonDerivative · entry 1

Ceran Jennifer · CIK 0001652155 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,236

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

F2 · balance_after: Includes 18,137 RSUs payable solely in the Class A Common Stock of the Issuer.

Read SEC document
May 21, 2025 Filed May 23, 2025 22:31 UTC GrantClass A Common Stock 18,137 $0.00 $0.00
Disclosure

SEC source: 0001625278-25-000075 · wk-form4_1748039501.xml · nonDerivative · entry 1

MCBRIDE KENNETH THOMAS · CIK 0001254776 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,032

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

F2 · balance_after: Includes 18,137 RSUs payable solely in the Class A Common Stock of the Issuer.

Read SEC document
May 21, 2025 Filed May 23, 2025 22:35 UTC GrantClass A Common Stock 18,137 $0.00 $0.00
Disclosure

SEC source: 0001625278-25-000079 · wk-form4_1748039697.xml · nonDerivative · entry 1

Laube Lynne Marie · CIK 0001730687 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,133

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

F2 · balance_after: Includes 18,137 RSUs payable solely in the Class A Common Stock of the Issuer.

Read SEC document
March 21, 2025 Filed Mar 25, 2025 21:27 UTC
Tatum NicholasChief Accounting Officer
GrantClass A Common Stock 26,178 $0.00 $0.00
Disclosure

SEC source: 0001625278-25-000042 · wk-form4_1742938014.xml · nonDerivative · entry 1

Tatum Nicholas · CIK 0002059347 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,788

F1 · balance_after: Includes 59,139 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.

Read SEC document
March 18, 2025 Filed Mar 20, 2025 23:35 UTC
YOUNT SAMUELChief Business Officer
GrantEmployee Stock Options (right to buy) · Derivative 132,612 $0.00 Strike: $8.77 $0.00
Disclosure

SEC source: 0001625278-25-000040 · wk-form4_1742513746.xml · derivative · entry 4

YOUNT SAMUEL · CIK 0001962871 · Chief Business Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 132,612

Underlying: Class A Common Stock · 132,612 shares

Expires 2035-03-18

F2 · derivative.exercise_date: 1/48th of the shares subject to the option vest on each monthly anniversary measured from 3/18/25, 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, 2025 Filed Mar 20, 2025 23:35 UTC
YOUNT SAMUELChief Business Officer
GrantClass A Common Stock 66,306 $0.00 $0.00
Disclosure

SEC source: 0001625278-25-000040 · wk-form4_1742513746.xml · nonDerivative · entry 1

YOUNT SAMUEL · CIK 0001962871 · Chief Business Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 585,657

F1 · balance_after: Includes 569,668 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.

Read SEC document
March 17, 2025 Filed Mar 19, 2025 20:11 UTC
Lee Jun HyungChief Financial Officer
GrantEmployee Stock Options (right to buy) · Derivative 335,570 $0.00 Strike: $9.02 $0.00
Disclosure

SEC source: 0001625278-25-000038 · wk-form4_1742415071.xml · derivative · entry 4

Lee Jun Hyung · CIK 0002059618 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 575,263

Underlying: Class A Common Stock · 335,570 shares

Expires 2035-03-17

F2 · derivative.exercise_date: 25% of the shares subject to the option vest on the first anniversary measured from 3/17/25 the vesting commencement date ("VCD") and 1/48th of the total number of shares subject to the option vest monthly thereafter, such that 100% of the Shares subject to the option will be fully vested and exercisable on the fourth anniversary of the VCD, subject to Reporting Person's continuous service as of each vesting date.

Read SEC document
March 17, 2025 Filed Mar 19, 2025 20:11 UTC
Lee Jun HyungChief Financial Officer
GrantEmployee Stock Options (right to buy) · Derivative 239,693 $0.00 Strike: $9.02 $0.00
Disclosure

SEC source: 0001625278-25-000038 · wk-form4_1742415071.xml · derivative · entry 3

Lee Jun Hyung · CIK 0002059618 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 239,693

Underlying: Class A Common Stock · 239,693 shares

Expires 2035-03-17

F2 · derivative.exercise_date: 25% of the shares subject to the option vest on the first anniversary measured from 3/17/25 the vesting commencement date ("VCD") and 1/48th of the total number of shares subject to the option vest monthly thereafter, such that 100% of the Shares subject to the option will be fully vested and exercisable on the fourth anniversary of the VCD, subject to Reporting Person's continuous service as of each vesting date.

Read SEC document
March 17, 2025 Filed Mar 19, 2025 20:11 UTC
Lee Jun HyungChief Financial Officer
GrantClass A Common Stock 167,785 $0.00 $0.00
Disclosure

SEC source: 0001625278-25-000038 · wk-form4_1742415071.xml · nonDerivative · entry 2

Lee Jun Hyung · CIK 0002059618 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 287,632

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

Read SEC document
March 17, 2025 Filed Mar 19, 2025 20:11 UTC
Lee Jun HyungChief Financial Officer
GrantClass A Common Stock 119,847 $0.00 $0.00
Disclosure

SEC source: 0001625278-25-000038 · wk-form4_1742415071.xml · nonDerivative · entry 1

Lee Jun Hyung · CIK 0002059618 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 119,847

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

Read SEC document
March 03, 2025 Filed Mar 5, 2025 21:39 UTC
Chen Tim Chao-MingDirector · Chief Executive Officer · 10% owner
Tax withholdingClass A Common Stock 11,077 $10.09 $111,766.93
Disclosure

SEC source: 0001625278-25-000030 · wk-form4_1741210752.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: 619,215

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 196,738 RSUs payable solely in the Class A Common Stock of the Issuer.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 21:37 UTC
StClair LaurenChief Financial Officer
Tax withholdingClass A Common Stock 5,494 $10.09 $55,434.46
Disclosure

SEC source: 0001625278-25-000028 · wk-form4_1741210663.xml · nonDerivative · entry 1

StClair Lauren · CIK 0001891526 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 307,606

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 134,822 RSUs payable solely in the Class A Common Stock of the Issuer.

Read SEC document
January 03, 2025 Filed Jan 7, 2025 21:24 UTC
YOUNT SAMUELChief Business Officer
SaleClass A Common Stock 53,186 $13.46 $715,883.56
Disclosure

SEC source: 0001625278-25-000004 · wk-form4_1736285093.xml · nonDerivative · entry 2

YOUNT SAMUEL · CIK 0001962871 · Chief Business Officer

10b5-1 filing: Plan reported

Ownership: Indirect · By LLC

Disclosed balance after: 201,051

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 9/11/24.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.45 to $13.65, 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
January 03, 2025 Filed Jan 7, 2025 21:24 UTC
YOUNT SAMUELChief Business Officer
SaleClass A Common Stock 106,278 $13.46 $1,430,501.88
Disclosure

SEC source: 0001625278-25-000004 · wk-form4_1736285093.xml · nonDerivative · entry 1

YOUNT SAMUEL · CIK 0001962871 · Chief Business Officer

10b5-1 filing: Plan reported

Ownership: Indirect · By Trusts

Disclosed balance after: 401,751

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 9/11/24.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.45 to $13.65, 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
January 02, 2025 Filed Jan 2, 2025 23:53 UTC
YOUNT SAMUELChief Business Officer
SaleClass A Common Stock 146,864 $13.49 $1,981,195.36
Disclosure

SEC source: 0001625278-25-000002 · wk-form4_1735861987.xml · nonDerivative · entry 4

YOUNT SAMUEL · CIK 0001962871 · Chief Business Officer

10b5-1 filing: Plan reported

Ownership: Indirect · By LLC

Disclosed balance after: 254,237

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 9/11/24.

Read SEC document
January 02, 2025 Filed Jan 2, 2025 23:53 UTC
YOUNT SAMUELChief Business Officer
SaleClass A Common Stock 293,472 $13.49 $3,958,937.28
Disclosure

SEC source: 0001625278-25-000002 · wk-form4_1735861987.xml · nonDerivative · entry 3

YOUNT SAMUEL · CIK 0001962871 · Chief Business Officer

10b5-1 filing: Plan reported

Ownership: Indirect · By Trusts

Disclosed balance after: 508,029

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 9/11/24.

Read SEC document
December 30, 2024 Filed Jan 2, 2025 23:53 UTC
YOUNT SAMUELChief Business Officer
SaleClass A Common Stock 1,001 $13.45 $13,463.45
Disclosure

SEC source: 0001625278-25-000002 · wk-form4_1735861987.xml · nonDerivative · entry 2

YOUNT SAMUEL · CIK 0001962871 · Chief Business Officer

10b5-1 filing: Plan reported

Ownership: Indirect · By LLC

Disclosed balance after: 401,101

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 9/11/24.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.45 to $13.46, 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
December 30, 2024 Filed Jan 2, 2025 23:53 UTC
YOUNT SAMUELChief Business Officer
SaleClass A Common Stock 2,002 $13.45 $26,926.90
Disclosure

SEC source: 0001625278-25-000002 · wk-form4_1735861987.xml · nonDerivative · entry 1

YOUNT SAMUEL · CIK 0001962871 · Chief Business Officer

10b5-1 filing: Plan reported

Ownership: Indirect · By Trusts

Disclosed balance after: 801,501

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 9/11/24.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.45 to $13.46, 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
December 19, 2024 Filed Dec 23, 2024 17:47 UTC
YOUNT SAMUELChief Business Officer
SaleClass A Common Stock 14,079 $12.70 $178,803.30
Disclosure

SEC source: 0001625278-24-000176 · wk-form4_1734976045.xml · nonDerivative · entry 2

YOUNT SAMUEL · CIK 0001962871 · Chief Business Officer

10b5-1 filing: Plan reported

Ownership: Indirect · By Trusts

Disclosed balance after: 803,503

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 9/11/24.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $12.48 to $13.02, 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
December 19, 2024 Filed Dec 23, 2024 17:47 UTC
YOUNT SAMUELChief Business Officer
SaleClass A Common Stock 7,045 $12.70 $89,471.50
Disclosure

SEC source: 0001625278-24-000176 · wk-form4_1734976045.xml · nonDerivative · entry 1

YOUNT SAMUEL · CIK 0001962871 · Chief Business Officer

10b5-1 filing: Plan reported

Ownership: Indirect · By LLC

Disclosed balance after: 402,102

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 9/11/24.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $12.48 to $13.02, 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
December 18, 2024 Filed Dec 19, 2024 22:06 UTC
YOUNT SAMUELChief Business Officer
SaleClass A Common Stock 51,518 $13.14 $676,946.52
Disclosure

SEC source: 0001625278-24-000174 · wk-form4_1734645976.xml · nonDerivative · entry 4

YOUNT SAMUEL · CIK 0001962871 · Chief Business Officer

10b5-1 filing: Plan reported

Ownership: Indirect · By LLC

Disclosed balance after: 409,147

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 9/11/24.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $12.51 to $13.48, 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
December 18, 2024 Filed Dec 19, 2024 22:06 UTC
YOUNT SAMUELChief Business Officer
SaleClass A Common Stock 102,947 $13.14 $1,352,723.58
Disclosure

SEC source: 0001625278-24-000174 · wk-form4_1734645976.xml · nonDerivative · entry 3

YOUNT SAMUEL · CIK 0001962871 · Chief Business Officer

10b5-1 filing: Plan reported

Ownership: Indirect · By Trusts

Disclosed balance after: 817,582

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 9/11/24.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $12.51 to $13.48, 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
December 17, 2024 Filed Dec 19, 2024 22:06 UTC
YOUNT SAMUELChief Business Officer
SaleClass A Common Stock 38,197 $13.41 $512,221.77
Disclosure

SEC source: 0001625278-24-000174 · wk-form4_1734645976.xml · nonDerivative · entry 2

YOUNT SAMUEL · CIK 0001962871 · Chief Business Officer

10b5-1 filing: Plan reported

Ownership: Indirect · By LLC

Disclosed balance after: 460,665

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 9/11/24.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.19 to $13.61, 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
December 17, 2024 Filed Dec 19, 2024 22:06 UTC
YOUNT SAMUELChief Business Officer
SaleClass A Common Stock 76,327 $13.41 $1,023,545.07
Disclosure

SEC source: 0001625278-24-000174 · wk-form4_1734645976.xml · nonDerivative · entry 1

YOUNT SAMUEL · CIK 0001962871 · Chief Business Officer

10b5-1 filing: Plan reported

Ownership: Indirect · By Trusts

Disclosed balance after: 920,529

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 9/11/24.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.19 to $13.61, 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.

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December 16, 2024 Filed Dec 17, 2024 23:26 UTC
YOUNT SAMUELChief Business Officer
SaleClass A Common Stock 23,794 $13.39 $318,601.66
Disclosure

SEC source: 0001625278-24-000172 · wk-form4_1734477965.xml · nonDerivative · entry 4

YOUNT SAMUEL · CIK 0001962871 · Chief Business Officer

10b5-1 filing: Plan reported

Ownership: Indirect · By LLC

Disclosed balance after: 498,862

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 9/11/24.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.04 to $13.52, 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.

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December 16, 2024 Filed Dec 17, 2024 23:26 UTC
YOUNT SAMUELChief Business Officer
SaleClass A Common Stock 47,547 $13.39 $636,654.33
Disclosure

SEC source: 0001625278-24-000172 · wk-form4_1734477965.xml · nonDerivative · entry 3

YOUNT SAMUEL · CIK 0001962871 · Chief Business Officer

10b5-1 filing: Plan reported

Ownership: Indirect · By Trusts

Disclosed balance after: 996,856

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 9/11/24.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.04 to $13.52, 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.

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December 13, 2024 Filed Dec 17, 2024 23:26 UTC
YOUNT SAMUELChief Business Officer
SaleClass A Common Stock 25,410 $13.40 $340,494.00
Disclosure

SEC source: 0001625278-24-000172 · wk-form4_1734477965.xml · nonDerivative · entry 2

YOUNT SAMUEL · CIK 0001962871 · Chief Business Officer

10b5-1 filing: Plan reported

Ownership: Indirect · By LLC

Disclosed balance after: 522,656

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 9/11/24.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.19 to $13.75, 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.

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December 13, 2024 Filed Dec 17, 2024 23:26 UTC
YOUNT SAMUELChief Business Officer
SaleClass A Common Stock 50,775 $13.40 $680,385.00
Disclosure

SEC source: 0001625278-24-000172 · wk-form4_1734477965.xml · nonDerivative · entry 1

YOUNT SAMUEL · CIK 0001962871 · Chief Business Officer

10b5-1 filing: Plan reported

Ownership: Indirect · By Trusts

Disclosed balance after: 1,044,403

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 9/11/24.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.19 to $13.75, 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
December 12, 2024 Filed Dec 13, 2024 23:24 UTC
YOUNT SAMUELChief Business Officer
SaleClass A Common Stock 33,353 $13.63 $454,601.39
Disclosure

SEC source: 0001625278-24-000170 · wk-form4_1734132289.xml · nonDerivative · entry 4

YOUNT SAMUEL · CIK 0001962871 · Chief Business Officer

10b5-1 filing: Plan reported

Ownership: Indirect · By LLC

Disclosed balance after: 548,066

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 9/11/24.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.52 to $13.96, 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.

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December 12, 2024 Filed Dec 13, 2024 23:24 UTC
YOUNT SAMUELChief Business Officer
SaleClass A Common Stock 66,647 $13.63 $908,398.61
Disclosure

SEC source: 0001625278-24-000170 · wk-form4_1734132289.xml · nonDerivative · entry 3

YOUNT SAMUEL · CIK 0001962871 · Chief Business Officer

10b5-1 filing: Plan reported

Ownership: Indirect · By Trusts

Disclosed balance after: 1,095,178

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 9/11/24.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.52 to $13.96, 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
December 11, 2024 Filed Dec 13, 2024 23:24 UTC
YOUNT SAMUELChief Business Officer
SaleClass A Common Stock 43,432 $13.79 $598,927.28
Disclosure

SEC source: 0001625278-24-000170 · wk-form4_1734132289.xml · nonDerivative · entry 2

YOUNT SAMUEL · CIK 0001962871 · Chief Business Officer

10b5-1 filing: Plan reported

Ownership: Indirect · By Trusts

Disclosed balance after: 1,161,825

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 9/11/24.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.51 to $14.58, 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
December 11, 2024 Filed Dec 13, 2024 23:24 UTC
YOUNT SAMUELChief Business Officer
SaleClass A Common Stock 21,735 $13.79 $299,725.65
Disclosure

SEC source: 0001625278-24-000170 · wk-form4_1734132289.xml · nonDerivative · entry 1

YOUNT SAMUEL · CIK 0001962871 · Chief Business Officer

10b5-1 filing: Plan reported

Ownership: Indirect · By LLC

Disclosed balance after: 581,419

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 9/11/24.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.51 to $14.58, 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
December 02, 2024 Filed Dec 4, 2024 23:01 UTC
YOUNT SAMUELChief Business Officer
Tax withholdingClass A Common Stock 1,331 $14.04 $18,687.24
Disclosure

SEC source: 0001625278-24-000168 · wk-form4_1733353306.xml · nonDerivative · entry 1

YOUNT SAMUEL · CIK 0001962871 · Chief Business Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 519,351

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 506,424 RSUs payable solely in the Class A Common Stock of the Issuer.

F3 · balance_after: Includes 949 shares acquired by the Reporting Person under the Issuer's 2021 Employee Stock Purchase Plan on October 31, 2024.

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December 02, 2024 Filed Dec 4, 2024 23:00 UTC
StClair LaurenChief Financial Officer
SaleClass A Common Stock 11,856 $14.04 $166,458.24
Disclosure

SEC source: 0001625278-24-000167 · wk-form4_1733353246.xml · nonDerivative · entry 1

StClair Lauren · CIK 0001891526 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 313,100

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 153,023 RSUs payable solely in the Class A Common Stock of the Issuer.

F3 · balance_after: Includes 949 shares acquired by the Reporting Person under the Issuer's 2021 Employee Stock Purchase Plan on October 31, 2024.

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December 02, 2024 Filed Dec 4, 2024 23:00 UTC
Chen Tim Chao-MingDirector · Chief Executive Officer · 10% owner
Tax withholdingClass A Common Stock 15,310 $14.04 $214,952.40
Disclosure

SEC source: 0001625278-24-000166 · wk-form4_1733353209.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: 630,292

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 226,944 RSUs payable solely in the Class A Common Stock of the Issuer.

Read SEC document
October 22, 2024 Filed Oct 23, 2024 16:08 UTC
Topline Capital Management, LLCSee Explanation in Footnotes
McBirney CollinSee Explanation in Footnotes
PurchaseCommon Stock 412,055 $11.35 $4,676,824.25
Disclosure

SEC source: 0001792549-24-000021 · 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: 5,251,145

F1 · ownership.direct: The reporting persons are (i) Topline Capital Management, LLC, an SEC registered adviser ("TCM"), and (ii) Collin McBirney, TCM's managing member

F2 · ownership.direct: Each reporting person may be deemed to beneficially own more than 10% of the issuer's 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 issuer's 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.

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October 22, 2024 Filed Oct 23, 2024 15:43 UTC PurchaseCommon Stock 412,055 $11.35 $4,676,824.25
Disclosure

SEC source: 0001754074-24-000021 · 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: 5,251,145

Read SEC document
October 21, 2024 Filed Oct 23, 2024 16:08 UTC
Topline Capital Management, LLCSee Explanation in Footnotes
McBirney CollinSee Explanation in Footnotes
PurchaseCommon Stock 49,722 $12.05 $599,150.10
Disclosure

SEC source: 0001792549-24-000021 · 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: 4,839,090

F1 · ownership.direct: The reporting persons are (i) Topline Capital Management, LLC, an SEC registered adviser ("TCM"), and (ii) Collin McBirney, TCM's managing member

F2 · ownership.direct: Each reporting person may be deemed to beneficially own more than 10% of the issuer's 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 issuer's 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.

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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.