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Nasdaq · USD

NRDS

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
October 21, 2024 Filed Oct 23, 2024 15:43 UTC PurchaseCommon Stock 49,722 $12.05 $599,150.10
Disclosure

SEC source: 0001754074-24-000021 · 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: 4,839,090

Read SEC document
September 03, 2024 Filed Sep 6, 2024 22:38 UTC
YOUNT SAMUELVP, General Manager
Tax withholdingClass A Common Stock 1,327 $12.60 $16,720.20
Disclosure

SEC source: 0001625278-24-000150 · wk-form4_1725662301.xml · nonDerivative · entry 1

YOUNT SAMUEL · CIK 0001962871 · VP, General Manager

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 519,733

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 509,466 RSUs payable solely in the Class A Common Stock of the Issuer.

Read SEC document
September 03, 2024 Filed Sep 6, 2024 22:38 UTC
Chen Tim Chao-MingDirector · Chief Executive Officer · 10% owner
Tax withholdingClass A Common Stock 14,485 $12.60 $182,511.00
Disclosure

SEC source: 0001625278-24-000149 · wk-form4_1725662292.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: 645,602

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 257,150 RSUs payable solely in the Class A Common Stock of the Issuer.

Read SEC document
September 03, 2024 Filed Sep 6, 2024 22:38 UTC
StClair LaurenChief Financial Officer
Tax withholdingClass A Common Stock 11,913 $12.60 $150,103.80
Disclosure

SEC source: 0001625278-24-000148 · wk-form4_1725662282.xml · nonDerivative · entry 1

StClair Lauren · CIK 0001891526 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 324,007

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 179,311 RSUs payable solely in the Class A Common Stock of the Issuer.

Read SEC document
August 19, 2024 Filed Aug 22, 2024 01:15 UTC
YOUNT SAMUELVP, General Manager
SaleClass A Common Stock 5,000 $12.01 $60,050.00
Disclosure

SEC source: 0001625278-24-000143 · wk-form4_1724289341.xml · nonDerivative · entry 1

YOUNT SAMUEL · CIK 0001962871 · VP, General Manager

10b5-1 filing: Plan reported

Ownership: Indirect · By The Yount Family Revocable Trust

Disclosed balance after: 2,329,471

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 2/20/2024.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $12.00 to $12.01 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.

F3 · balance_after: Includes 512,508 Restricted Stock units payable solely in the Class A Common Stock of the Issuer.

F4 · ownership.nature: Trust of which the Reporting person is the trustee.

Read SEC document
July 03, 2024 Filed Jul 3, 2024 22:14 UTC
YOUNT SAMUELVP, General Manager
SaleClass A Common Stock 7,500 $15.04 $112,800.00
Disclosure

SEC source: 0001625278-24-000127 · wk-form4_1720044879.xml · nonDerivative · entry 2

YOUNT SAMUEL · CIK 0001962871 · VP, General Manager

10b5-1 filing: Plan reported

Ownership: Indirect · By The Yount Family Revocable Trust

Disclosed balance after: 2,334,471

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 2/20/2024.

F5 · 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 $15.14, 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.

F3 · balance_after: Includes 512,508 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.

F4 · ownership.nature: Trust of which Reporting Person is the Trustee.

Read SEC document
July 02, 2024 Filed Jul 3, 2024 22:14 UTC
YOUNT SAMUELVP, General Manager
SaleClass A Common Stock 5,000 $14.66 $73,300.00
Disclosure

SEC source: 0001625278-24-000127 · wk-form4_1720044879.xml · nonDerivative · entry 1

YOUNT SAMUEL · CIK 0001962871 · VP, General Manager

10b5-1 filing: Plan reported

Ownership: Indirect · By The Yount Family Revocable Trust

Disclosed balance after: 2,341,971

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 2/20/2024.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.45 to $14.90, 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.

F3 · balance_after: Includes 512,508 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.

F4 · ownership.nature: Trust of which Reporting Person is the Trustee.

Read SEC document
June 03, 2024 Filed Jun 5, 2024 22:38 UTC
Chen Tim Chao-MingDirector · Chief Executive Officer · 10% owner
Tax withholdingClass A Common Stock 10,779 $13.89 $149,720.31
Disclosure

SEC source: 0001625278-24-000125 · wk-form4_1717627129.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: 660,087

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 287,355 RSUs payable solely in the Class A Common Stock of the Issuer.

Read SEC document
June 03, 2024 Filed Jun 5, 2024 22:37 UTC
StClair LaurenChief Financial Officer
Tax withholdingClass A Common Stock 12,019 $13.89 $166,943.91
Disclosure

SEC source: 0001625278-24-000123 · wk-form4_1717627067.xml · nonDerivative · entry 1

StClair Lauren · CIK 0001891526 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 335,920

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 205,600 RSUs payable solely in the Class A Common Stock of the Issuer.

Read SEC document
June 03, 2024 Filed Jun 5, 2024 22:36 UTC
YOUNT SAMUELVP, General Manager
Tax withholdingClass A Common Stock 886 $13.89 $12,306.54
Disclosure

SEC source: 0001625278-24-000121 · wk-form4_1717626988.xml · nonDerivative · entry 1

YOUNT SAMUEL · CIK 0001962871 · VP, General Manager

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,346,971

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 512,508 RSUs payable solely in the Class A Common Stock of the Issuer.

Read SEC document
May 24, 2024 Filed May 29, 2024 22:16 UTC SaleClass A Common Stock 5,897 $13.70 $80,788.90
Disclosure

SEC source: 0001625278-24-000119 · wk-form4_1717021007.xml · nonDerivative · entry 1

Ceran Jennifer · CIK 0001652155 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 36,099

F1 · shares: 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 12/15/2023.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.55 to $13.81, 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.

F3 · balance_after: Includes 11,061 Restricted Stock Units ("RSUs") payable solely in the Class A Common Stock of the Issuer.

Read SEC document
May 14, 2024 Filed May 16, 2024 21:28 UTC GrantClass A Common Stock 11,061 $0.00 $0.00
Disclosure

SEC source: 0001625278-24-000117 · wk-form4_1715894884.xml · nonDerivative · entry 1

Ceran Jennifer · CIK 0001652155 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,996

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

F2 · balance_after: Includes 11,061 Restricted Stock Units ("RSUs") payable solely in the Class A Common Stock of the Issuer.

Read SEC document
May 14, 2024 Filed May 16, 2024 21:23 UTC GrantClass A Common Stock 11,061 $0.00 $0.00
Disclosure

SEC source: 0001625278-24-000115 · wk-form4_1715894573.xml · nonDerivative · entry 1

MCBRIDE KENNETH THOMAS · CIK 0001254776 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,895

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

F2 · balance_after: Includes 19,966 Restricted Stock Units ("RSUs") payable solely in the Class A Common Stock of the Issuer.

Read SEC document
May 14, 2024 Filed May 16, 2024 21:27 UTC GrantClass A Common Stock 11,061 $0.00 $0.00
Disclosure

SEC source: 0001625278-24-000116 · wk-form4_1715894840.xml · nonDerivative · entry 1

Laube Lynne Marie · CIK 0001730687 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,996

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

F2 · balance_after: Includes 11,061 Restricted Stock Units ("RSUs") payable solely in the Class A Common Stock of the Issuer.

Read SEC document
May 14, 2024 Filed May 16, 2024 21:22 UTC GrantClass A Common Stock 11,061 $0.00 $0.00
Disclosure

SEC source: 0001625278-24-000114 · wk-form4_1715894518.xml · nonDerivative · entry 1

TAYLOR MAURICE KEVIN · CIK 0001948676 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,320

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

F2 · balance_after: Includes 30,200 Restricted Stock Units ("RSUs") payable solely in the Class A Common Stock of the Issuer.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 21:12 UTC
StClair LaurenChief Financial Officer
GrantClass A Common Stock 98,661 $0.00 $0.00
Disclosure

SEC source: 0001625278-24-000066 · wk-form4_1711401113.xml · nonDerivative · entry 1

StClair Lauren · CIK 0001891526 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 347,939

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

F2 · balance_after: Includes 231,888 RSUs payable solely in the Class A Common Stock of the Issuer.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 21:09 UTC
Yuann KevinChief Business Officer
GrantClass A Common Stock 59,340 $0.00 $0.00
Disclosure

SEC source: 0001625278-24-000064 · wk-form4_1711400949.xml · nonDerivative · entry 1

Yuann Kevin · CIK 0001889453 · Chief Business Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 282,818

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

F2 · balance_after: Includes 113,697 RSUs payable solely in the Class A Common Stock of the Issuer.

Read SEC document
March 05, 2024 Filed Mar 6, 2024 00:35 UTC
YOUNT SAMUELVP, General Manager
SaleClass A Common Stock 1,335 $16.71 $22,307.85
Disclosure

SEC source: 0001625278-24-000047 · wk-form4_1709685330.xml · nonDerivative · entry 2

YOUNT SAMUEL · CIK 0001962871 · VP, General Manager

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,347,857

F3 · shares: The sales reported for this transaction were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on 10/31/23.

F2 · balance_after: Includes 515,550 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.

Read SEC document
March 01, 2024 Filed Mar 6, 2024 00:36 UTC
Chen Tim Chao-MingDirector · Chief Executive Officer · 10% owner
Tax withholdingClass A Common Stock 10,930 $16.91 $184,826.30
Disclosure

SEC source: 0001625278-24-000049 · wk-form4_1709685397.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: 670,866

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 317,562 RSUs payable solely in the Class A Common Stock of the Issuer.

Read SEC document
March 01, 2024 Filed Mar 6, 2024 00:33 UTC
StClair LaurenChief Financial Officer
Tax withholdingClass A Common Stock 10,318 $16.91 $174,477.38
Disclosure

SEC source: 0001625278-24-000045 · wk-form4_1709685222.xml · nonDerivative · entry 1

StClair Lauren · CIK 0001891526 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 249,278

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 133,227 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.

Read SEC document
March 01, 2024 Filed Mar 6, 2024 00:35 UTC
YOUNT SAMUELVP, General Manager
Tax withholdingClass A Common Stock 1,050 $16.91 $17,755.50
Disclosure

SEC source: 0001625278-24-000047 · wk-form4_1709685330.xml · nonDerivative · entry 1

YOUNT SAMUEL · CIK 0001962871 · VP, General Manager

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,349,192

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 515,550 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.

Read SEC document
March 01, 2024 Filed Mar 6, 2024 00:31 UTC
Yuann KevinChief Business Officer
Tax withholdingClass A Common Stock 3,018 $16.91 $51,034.38
Disclosure

SEC source: 0001625278-24-000043 · wk-form4_1709685088.xml · nonDerivative · entry 1

Yuann Kevin · CIK 0001889453 · Chief Business Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 223,478

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 54,357 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.

Read SEC document
February 23, 2024 Filed Feb 27, 2024 22:53 UTC
YOUNT SAMUELVP, General Manager
SaleClass A Common Stock 6,309 $16.17 $101,984.99
Disclosure

SEC source: 0001625278-24-000038 · wk-form4_1709074363.xml · nonDerivative · entry 1

YOUNT SAMUEL · CIK 0001962871 · VP, General Manager

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,350,242

F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on 10/31/2023.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.86 to $16.63, 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.

F3 · balance_after: Includes 518,592 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.

Read SEC document
December 12, 2023 Filed Dec 14, 2023 23:23 UTC
Chen Tim Chao-MingDirector · Chief Executive Officer · 10% owner
GiftClass B Common Stock · Derivative 966,038 $0.00 $0.00
Disclosure

SEC source: 0001625278-23-000132 · wk-form4_1702596182.xml · derivative · entry 9

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By The Seed Investor Exempt Trust B

Disclosed balance after: 966,038

Underlying: Class A Common Stock · 966,038 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.

Read SEC document
December 12, 2023 Filed Dec 14, 2023 23:23 UTC
Chen Tim Chao-MingDirector · Chief Executive Officer · 10% owner
GiftClass B Common Stock · Derivative 966,038 $0.00 $0.00
Disclosure

SEC source: 0001625278-23-000132 · wk-form4_1702596182.xml · derivative · entry 8

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By The Seed Investor Exempt Trust A

Disclosed balance after: 966,038

Underlying: Class A Common Stock · 966,038 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.

Read SEC document
December 12, 2023 Filed Dec 14, 2023 23:23 UTC
Chen Tim Chao-MingDirector · Chief Executive Officer · 10% owner
GiftClass B Common Stock · Derivative 1,932,076 $0.00 $0.00
Disclosure

SEC source: 0001625278-23-000132 · wk-form4_1702596182.xml · derivative · entry 7

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: 16,744,369

Underlying: Class A Common Stock · 1,932,076 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: Trust of which the Reporting Person is the Trustee.

Read SEC document
December 12, 2023 Filed Dec 14, 2023 23:23 UTC
Chen Tim Chao-MingDirector · Chief Executive Officer · 10% owner
GiftClass B Common Stock · Derivative 1,319,560 $0.00 $0.00
Disclosure

SEC source: 0001625278-23-000132 · wk-form4_1702596182.xml · derivative · entry 6

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-B

Disclosed balance after: 1,319,560

Underlying: Class A Common Stock · 1,319,560 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.

Read SEC document
December 12, 2023 Filed Dec 14, 2023 23:23 UTC
Chen Tim Chao-MingDirector · Chief Executive Officer · 10% owner
GiftClass B Common Stock · Derivative 1,319,560 $0.00 $0.00
Disclosure

SEC source: 0001625278-23-000132 · wk-form4_1702596182.xml · derivative · entry 5

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: 1,319,561

Underlying: Class A Common Stock · 1,319,560 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.

Read SEC document
December 12, 2023 Filed Dec 14, 2023 23:23 UTC
Chen Tim Chao-MingDirector · Chief Executive Officer · 10% owner
GiftClass B Common Stock · Derivative 1,468,574 $0.00 $0.00
Disclosure

SEC source: 0001625278-23-000132 · wk-form4_1702596182.xml · derivative · entry 4

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 Trust C

Disclosed balance after: 1,468,574

Underlying: Class A Common Stock · 1,468,574 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.

Read SEC document
December 12, 2023 Filed Dec 14, 2023 23:23 UTC
Chen Tim Chao-MingDirector · Chief Executive Officer · 10% owner
GiftClass B Common Stock · Derivative 1,468,573 $0.00 $0.00
Disclosure

SEC source: 0001625278-23-000132 · wk-form4_1702596182.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 Trust B

Disclosed balance after: 1,468,573

Underlying: Class A Common Stock · 1,468,573 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.

Read SEC document
December 12, 2023 Filed Dec 14, 2023 23:23 UTC
Chen Tim Chao-MingDirector · Chief Executive Officer · 10% owner
GiftClass B Common Stock · Derivative 1,468,573 $0.00 $0.00
Disclosure

SEC source: 0001625278-23-000132 · wk-form4_1702596182.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 Seed Investor Irrevocable Trust A

Disclosed balance after: 1,468,573

Underlying: Class A Common Stock · 1,468,573 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.

Read SEC document
December 12, 2023 Filed Dec 14, 2023 23:23 UTC
Chen Tim Chao-MingDirector · Chief Executive Officer · 10% owner
GiftClass B Common Stock · Derivative 4,405,720 $0.00 $0.00
Disclosure

SEC source: 0001625278-23-000132 · wk-form4_1702596182.xml · derivative · entry 1

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

Disclosed balance after: 0

Underlying: Class A Common Stock · 4,405,720 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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December 05, 2023 Filed Dec 8, 2023 00:01 UTC
Chen Tim Chao-MingDirector · Chief Executive Officer · 10% owner
Tax withholdingClass A Common Stock 13,377 $12.08 $161,594.16
Disclosure

SEC source: 0001625278-23-000130 · wk-form4_1701993680.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: 681,796

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 347,767 RSUs payable solely in the Class A Common Stock of the Issuer.

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December 05, 2023 Filed Dec 7, 2023 23:59 UTC
StClair LaurenChief Financial Officer
Tax withholdingClass A Common Stock 10,418 $12.08 $125,849.44
Disclosure

SEC source: 0001625278-23-000128 · wk-form4_1701993532.xml · nonDerivative · entry 1

StClair Lauren · CIK 0001891526 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 259,596

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 154,645 RSUs payable solely in the Class A Common Stock of the Issuer.

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December 05, 2023 Filed Dec 7, 2023 23:55 UTC
YOUNT SAMUELVP, General Manager
Tax withholdingClass A Common Stock 1,345 $12.08 $16,247.60
Disclosure

SEC source: 0001625278-23-000126 · wk-form4_1701993294.xml · nonDerivative · entry 1

YOUNT SAMUEL · CIK 0001962871 · VP, General Manager

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,356,551

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 518,592 RSUs payable solely in the Class A Common Stock of the Issuer.

F3 · balance_after: Also includes 54,832 shares that were inadvertently omitted from the Form 3/A filed on September 8, 2023 due to administrative error.

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December 05, 2023 Filed Dec 7, 2023 23:52 UTC
Yuann KevinChief Business Officer
Tax withholdingClass A Common Stock 2,730 $12.08 $32,978.40
Disclosure

SEC source: 0001625278-23-000124 · wk-form4_1701993111.xml · nonDerivative · entry 1

Yuann Kevin · CIK 0001889453 · Chief Business Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 226,496

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 62,247 RSUs payable solely in the Class A Common Stock of the Issuer.

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November 10, 2023 Filed Nov 14, 2023 22:05 UTC GiftClass A Common Stock 8,769 $0.00 $0.00
Disclosure

SEC source: 0001625278-23-000122 · wk-form4_1699999519.xml · nonDerivative · entry 1

TAYLOR MAURICE KEVIN · CIK 0001948676 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,259

F1 · kind: Represents a bona fide gift made by Reporting Person to a charitable donor advised fund.

F1 · shares: Represents a bona fide gift made by Reporting Person to a charitable donor advised fund.

F2 · balance_after: Includes 34,259 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.

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November 02, 2023 Filed Nov 6, 2023 22:37 UTC SaleClass A Common Stock 800 $11.04 $8,832.00
Disclosure

SEC source: 0001625278-23-000120 · wk-form4_1699310220.xml · nonDerivative · entry 1

TAYLOR MAURICE KEVIN · CIK 0001948676 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,028

F1 · kind: Represents shares sold by the Reporting Person to cover his estimated tax liability in connection with the prior vesting and settlement of restricted stock units.

F2 · balance_after: Includes 34,259 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.

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September 12, 2023 Filed Sep 13, 2023 20:49 UTC
Chen Tim Chao-MingDirector · Chief Executive Officer · 10% owner
PurchaseClass A Common Stock 6,650 $8.21 $54,596.50
Disclosure

SEC source: 0001625278-23-000106 · wk-form4_1694638143.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 695,173

F2 · balance_after: Includes 377,973 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.

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September 11, 2023 Filed Sep 13, 2023 20:49 UTC
Chen Tim Chao-MingDirector · Chief Executive Officer · 10% owner
PurchaseClass A Common Stock 23,938 $8.40 $201,079.20
Disclosure

SEC source: 0001625278-23-000106 · wk-form4_1694638143.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: 688,523

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $8.36 to $8.42, 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 purchased at each separate price within the range set forth above.

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September 05, 2023 Filed Sep 6, 2023 23:36 UTC
Yuann KevinChief Business Officer
SaleClass A Common Stock 2,570 $8.96 $23,032.08
Disclosure

SEC source: 0001625278-23-000102 · wk-form4_1694043390.xml · nonDerivative · entry 2

Yuann Kevin · CIK 0001889453 · Chief Business Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 229,226

F2 · shares: The sales reported were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 15, 2022.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $8.8675 to $9.0150, 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.

F4 · balance_after: Includes 70,135 RSUs payable solely in the Class A Common Stock of the Issuer.

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September 01, 2023 Filed Sep 6, 2023 23:36 UTC
Yuann KevinChief Business Officer
Tax withholdingClass A Common Stock 2,731 $9.14 $24,961.34
Disclosure

SEC source: 0001625278-23-000102 · wk-form4_1694043390.xml · nonDerivative · entry 1

Yuann Kevin · CIK 0001889453 · Chief Business Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 231,796

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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September 01, 2023 Filed Sep 6, 2023 23:35 UTC
Chen Tim Chao-MingDirector · Chief Executive Officer · 10% owner
Tax withholdingClass A Common Stock 10,446 $9.14 $95,476.44
Disclosure

SEC source: 0001625278-23-000101 · wk-form4_1694043346.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: 664,585

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 377,973 RSUs payable solely in the Class A Common Stock of the Issuer.

Read SEC document
September 01, 2023 Filed Sep 6, 2023 23:35 UTC
YOUNT SAMUELVP, General Manager
Tax withholdingClass A Common Stock 6,147 $9.14 $56,183.58
Disclosure

SEC source: 0001625278-23-000100 · wk-form4_1694043305.xml · nonDerivative · entry 1

YOUNT SAMUEL · CIK 0001962871 · VP, General Manager

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,303,064

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 521,634 RSUs payable solely in the Class A Common Stock of the Issuer.

F3 · balance_after: Includes 2,593 shares acquired by Reporting Person under the Issuer's 2021 Employee Stock Purchase Plan on June 30, 2023.

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September 01, 2023 Filed Sep 6, 2023 23:34 UTC
StClair LaurenChief Financial Officer
Tax withholdingClass A Common Stock 10,621 $9.14 $97,075.94
Disclosure

SEC source: 0001625278-23-000099 · wk-form4_1694043236.xml · nonDerivative · entry 1

StClair Lauren · CIK 0001891526 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 270,014

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 176,061 RSUs payable solely in the Class A Common Stock of the Issuer.

F3 · balance_after: Includes 1,389 shares acquired by Reporting Person under the Issuer's 2021 Employee Stock Purchase Plan on June 30, 2023.

Read SEC document
June 02, 2023 Filed Jun 5, 2023 22:03 UTC
Yuann KevinChief Business Officer
SaleClass A Common Stock 2,570 $9.97 $25,622.90
Disclosure

SEC source: 0001625278-23-000081 · wk-form4_1686002625.xml · nonDerivative · entry 2

Yuann Kevin · CIK 0001889453 · Chief Business Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 234,527

F2 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 15, 2022.

F3 · balance_after: Includes 78,023 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.

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June 01, 2023 Filed Jun 5, 2023 22:05 UTC
Chen Tim Chao-MingDirector · Chief Executive Officer · 10% owner
Tax withholdingClass A Common Stock 10,446 $9.58 $100,072.68
Disclosure

SEC source: 0001625278-23-000083 · wk-form4_1686002729.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: 675,031

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 408,178 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 22:03 UTC
Yuann KevinChief Business Officer
Tax withholdingClass A Common Stock 2,731 $9.58 $26,162.98
Disclosure

SEC source: 0001625278-23-000081 · wk-form4_1686002625.xml · nonDerivative · entry 1

Yuann Kevin · CIK 0001889453 · Chief Business Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 237,097

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

Read SEC document
June 01, 2023 Filed Jun 5, 2023 22:02 UTC
StClair LaurenChief Financial Officer
Tax withholdingClass A Common Stock 10,621 $9.58 $101,749.18
Disclosure

SEC source: 0001625278-23-000079 · wk-form4_1686002518.xml · nonDerivative · entry 1

StClair Lauren · CIK 0001891526 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 279,246

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 197,478 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.

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May 24, 2023 Filed May 26, 2023 21:30 UTC GrantClass A Common Stock 15,120 $0.00 $0.00
Disclosure

SEC source: 0001625278-23-000077 · wk-form4_1685136635.xml · nonDerivative · entry 1

Ceran Jennifer · CIK 0001652155 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,935

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

F2 · balance_after: Includes 15,120 Restricted Stock Units payable solely in Class A Common Stock of the Issuer.

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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.