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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
May 24, 2023 Filed May 26, 2023 21:25 UTC GrantClass A Common Stock 15,120 $0.00 $0.00
Disclosure

SEC source: 0001625278-23-000072 · wk-form4_1685136311.xml · nonDerivative · entry 1

MCBRIDE KENNETH THOMAS · CIK 0001254776 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,834

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

F2 · balance_after: Includes 32,929 Restricted Stock Units payable solely in Class A Common Stock of the Issuer.

Read SEC document
May 24, 2023 Filed May 26, 2023 21:28 UTC GrantClass A Common Stock 15,120 $0.00 $0.00
Disclosure

SEC source: 0001625278-23-000075 · wk-form4_1685136500.xml · nonDerivative · entry 1

Laube Lynne Marie · CIK 0001730687 · 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.

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

SEC source: 0001625278-23-000073 · wk-form4_1685136397.xml · nonDerivative · entry 1

TAYLOR MAURICE KEVIN · CIK 0001948676 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,828

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

F2 · balance_after: Includes 43,828 Restricted Stock Units payable solely in Class A Common Stock of the Issuer.

Read SEC document
May 09, 2023 Filed May 11, 2023 22:27 UTC
Chen Tim Chao-MingDirector · Chief Executive Officer · 10% owner
PurchaseClass A Common Stock 30,838 $8.38 $258,422.44
Disclosure

SEC source: 0001625278-23-000066 · wk-form4_1683844018.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: 685,477

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $8.35 to $8.39, 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.

F2 · balance_after: Includes 438,384 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.

Read SEC document
March 15, 2023 Filed Mar 17, 2023 22:00 UTC
StClair LaurenChief Financial Officer
GrantClass A Common Stock 5,178 $0.00 $0.00
Disclosure

SEC source: 0001625278-23-000040 · wf-form4_167909039242477.xml · nonDerivative · entry 2

StClair Lauren · CIK 0001891526 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 289,867

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

F2 · balance_after: Includes 218,895 RSUs payable solely in the Class A Common Stock of the Issuer.

Read SEC document
March 15, 2023 Filed Mar 17, 2023 22:00 UTC
StClair LaurenChief Financial Officer
GrantClass A Common Stock 78,845 $0.00 $0.00
Disclosure

SEC source: 0001625278-23-000040 · wf-form4_167909039242477.xml · nonDerivative · entry 1

StClair Lauren · CIK 0001891526 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 284,689

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

Read SEC document
March 15, 2023 Filed Mar 17, 2023 21:58 UTC
Chen Tim Chao-MingDirector · Chief Executive Officer · 10% owner
GrantClass A Common Stock 234,785 $0.00 $0.00
Disclosure

SEC source: 0001625278-23-000038 · wf-form4_167909031859372.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 645,639

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

F2 · balance_after: Includes 438,384 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.

Read SEC document
March 15, 2023 Filed Mar 17, 2023 21:57 UTC
Yuann KevinChief Business Officer
GrantClass A Common Stock 42,594 $0.00 $0.00
Disclosure

SEC source: 0001625278-23-000036 · wf-form4_167909025467008.xml · nonDerivative · entry 2

Yuann Kevin · CIK 0001889453 · Chief Business Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 239,828

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

F2 · balance_after: Includes 85,911 RSUs payable solely in the Class A Common Stock of the Issuer.

Read SEC document
March 15, 2023 Filed Mar 17, 2023 21:57 UTC
Yuann KevinChief Business Officer
GrantClass A Common Stock 5,178 $0.00 $0.00
Disclosure

SEC source: 0001625278-23-000036 · wf-form4_167909025467008.xml · nonDerivative · entry 1

Yuann Kevin · CIK 0001889453 · Chief Business Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 197,234

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

Read SEC document
March 03, 2023 Filed Mar 3, 2023 23:46 UTC
Yuann KevinChief Business Officer
SaleClass A Common Stock 1,225 $21.58 $26,435.50
Disclosure

SEC source: 0001625278-23-000031 · wf-form4_167788718129193.xml · nonDerivative · entry 3

Yuann Kevin · CIK 0001889453 · Chief Business Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 192,056

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.

F4 · balance_after: Includes 38,139 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.

Read SEC document
March 02, 2023 Filed Mar 3, 2023 23:46 UTC
Yuann KevinChief Business Officer
SaleClass A Common Stock 2,357 $21.14 $49,826.98
Disclosure

SEC source: 0001625278-23-000031 · wf-form4_167788718129193.xml · nonDerivative · entry 2

Yuann Kevin · CIK 0001889453 · Chief Business Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 193,281

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 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $21.09 to $21.30, 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 01, 2023 Filed Mar 3, 2023 23:46 UTC
Yuann KevinChief Business Officer
Tax withholdingClass A Common Stock 1,576 $20.42 $32,181.92
Disclosure

SEC source: 0001625278-23-000031 · wf-form4_167788718129193.xml · nonDerivative · entry 1

Yuann Kevin · CIK 0001889453 · Chief Business Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 195,638

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

Read SEC document
March 01, 2023 Filed Mar 3, 2023 22:14 UTC
StClair LaurenChief Financial Officer
Tax withholdingClass A Common Stock 7,611 $20.42 $155,416.62
Disclosure

SEC source: 0001625278-23-000029 · wf-form4_167788161820386.xml · nonDerivative · entry 1

StClair Lauren · CIK 0001891526 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 205,844

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 134,872 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 22:12 UTC
Chen Tim Chao-MingDirector · Chief Executive Officer · 10% owner
Tax withholdingClass A Common Stock 5,322 $20.42 $108,675.24
Disclosure

SEC source: 0001625278-23-000028 · wf-form4_167788154265033.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 410,854

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 194,599 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.

Read SEC document
February 27, 2023 Filed Mar 1, 2023 22:21 UTC
Yuann KevinChief Business Officer
SaleClass A Common Stock 2,450 $20.00 $49,000.00
Disclosure

SEC source: 0001625278-23-000025 · wf-form4_167770925242432.xml · nonDerivative · entry 1

Yuann Kevin · CIK 0001889453 · Chief Business Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 197,214

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 December 15, 2022.

F2 · balance_after: Includes 42,072 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.

Read SEC document
January 17, 2023 Filed Jan 18, 2023 22:15 UTC
Yuann KevinChief Business Officer
SaleClass A Common Stock 6,526 $10.23 $66,753.80
Disclosure

SEC source: 0001625278-23-000005 · wf-form4_167408008477885.xml · nonDerivative · entry 1

Yuann Kevin · CIK 0001889453 · Chief Business Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 199,664

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 December 15, 2022.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.11 to $10.36, 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 42,072 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.

Read SEC document
December 16, 2022 Filed Dec 19, 2022 22:50 UTC
Chen Tim Chao-MingDirector · Chief Executive Officer · 10% owner
PurchaseClass A Common Stock 26,888 $9.29 $249,789.52
Disclosure

SEC source: 0001625278-22-000187 · wf-form4_167148998478002.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 416,176

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $9.24 to $9.30, 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.

F2 · balance_after: Includes 209,569 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.

Read SEC document
December 12, 2022 Filed Dec 13, 2022 22:09 UTC
Yuann KevinChief Business Officer
SaleClass A Common Stock 1,500 $9.97 $14,955.00
Disclosure

SEC source: 0001625278-22-000185 · wf-form4_167096932873431.xml · nonDerivative · entry 1

Yuann Kevin · CIK 0001889453 · Chief Business Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 206,190

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 December 16, 2021.

F2 · balance_after: Includes 42,072 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.

Read SEC document
December 05, 2022 Filed Dec 6, 2022 21:26 UTC
Caine JohnChief Product Officer
SaleClass A Common Stock 27,974 $11.95 $334,196.99
Disclosure

SEC source: 0001625278-22-000183 · wf-form4_167036194827933.xml · nonDerivative · entry 1

Caine John · CIK 0001899884 · Chief Product Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 126,973

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 August 25, 2022.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $11.71 to $12.61, 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.

F3 · balance_after: Includes 126,973 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.

Read SEC document
December 02, 2022 Filed Dec 5, 2022 22:33 UTC
Yuann KevinChief Business Officer
SaleClass A Common Stock 1,188 $12.94 $15,372.72
Disclosure

SEC source: 0001625278-22-000181 · wf-form4_167027957410020.xml · nonDerivative · entry 2

Yuann Kevin · CIK 0001889453 · Chief Business Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 207,690

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $12.92 to $12.97, 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 42,072 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.

Read SEC document
December 01, 2022 Filed Dec 5, 2022 22:33 UTC
Yuann KevinChief Business Officer
Tax withholdingClass A Common Stock 1,325 $13.17 $17,450.25
Disclosure

SEC source: 0001625278-22-000181 · wf-form4_167027957410020.xml · nonDerivative · entry 1

Yuann Kevin · CIK 0001889453 · Chief Business Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 208,878

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

Read SEC document
December 01, 2022 Filed Dec 5, 2022 22:30 UTC
Caine JohnChief Product Officer
Tax withholdingClass A Common Stock 11,015 $13.17 $145,067.55
Disclosure

SEC source: 0001625278-22-000179 · wf-form4_167027943413496.xml · nonDerivative · entry 1

Caine John · CIK 0001899884 · Chief Product Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 154,947

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 126,973 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.

Read SEC document
December 01, 2022 Filed Dec 5, 2022 22:28 UTC
StClair LaurenChief Financial Officer
Tax withholdingClass A Common Stock 7,398 $13.17 $97,431.66
Disclosure

SEC source: 0001625278-22-000177 · wf-form4_167027931005492.xml · nonDerivative · entry 1

StClair Lauren · CIK 0001891526 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 213,455

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 150,067 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.

Read SEC document
December 01, 2022 Filed Dec 5, 2022 22:27 UTC
Chen Tim Chao-MingDirector · Chief Executive Officer · 10% owner
Tax withholdingClass A Common Stock 5,042 $13.17 $66,403.14
Disclosure

SEC source: 0001625278-22-000175 · wf-form4_167027923545426.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 389,288

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 209,569 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.

Read SEC document
November 11, 2022 Filed Nov 14, 2022 22:10 UTC
Yuann KevinChief Business Officer
SaleClass A Common Stock 1,500 $13.14 $19,710.00
Disclosure

SEC source: 0001625278-22-000173 · wf-form4_166846378636855.xml · nonDerivative · entry 1

Yuann Kevin · CIK 0001889453 · Chief Business Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 210,203

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 December 16, 2021.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $12.87 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.

F3 · balance_after: Includes 43,004 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.

Read SEC document
November 07, 2022 Filed Nov 9, 2022 17:21 UTC OtherClass A Common Stock 800,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-056250 · doc4.xml · nonDerivative · entry 1

Institutional Venture Partners XIV, L.P. · CIK 0001550180 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,654,541

F1 · kind: Represents a pro rata, in-kind distribution, and not a purchase or sale of securities, by the Reporting Person to its general partner and limited partners without additional consideration.

Read SEC document
October 11, 2022 Filed Oct 12, 2022 22:38 UTC
Yuann KevinChief Business Officer
SaleClass A Common Stock 1,500 $11.28 $16,920.00
Disclosure

SEC source: 0001625278-22-000158 · wf-form4_166561428356135.xml · nonDerivative · entry 1

Yuann Kevin · CIK 0001889453 · Chief Business Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 211,703

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 December 16, 2021.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.95 to $11.66, 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 44,504 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.

Read SEC document
October 01, 2022 Filed Oct 3, 2022 22:20 UTC GrantClass A Common Stock 28,708 $0.00 $0.00
Disclosure

SEC source: 0001625278-22-000154 · wf-form4_166483519087291.xml · nonDerivative · entry 1

TAYLOR MAURICE KEVIN · CIK 0001948676 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,708

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

Read SEC document
September 12, 2022 Filed Sep 14, 2022 20:36 UTC
Yuann KevinChief Business Officer
SaleClass A Common Stock 1,500 $11.27 $16,905.00
Disclosure

SEC source: 0001625278-22-000142 · wf-form4_166318775939200.xml · nonDerivative · entry 1

Yuann Kevin · CIK 0001889453 · Chief Business Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 213,203

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 December 16, 2021.

F2 · balance_after: Includes 46,004 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.

Read SEC document
September 01, 2022 Filed Sep 6, 2022 21:30 UTC
Yuann KevinChief Business Officer
Tax withholdingClass A Common Stock 1,362 $10.28 $14,001.36
Disclosure

SEC source: 0001625278-22-000140 · wf-form4_166249982674218.xml · nonDerivative · entry 1

Yuann Kevin · CIK 0001889453 · Chief Business Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 214,703

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 46,004 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.

Read SEC document
September 01, 2022 Filed Sep 6, 2022 21:29 UTC
Chen Tim Chao-MingDirector · Chief Executive Officer · 10% owner
Tax withholdingClass A Common Stock 5,177 $10.28 $53,219.56
Disclosure

SEC source: 0001625278-22-000139 · wf-form4_166249977617072.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 394,330

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 224,538 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.

Read SEC document
September 01, 2022 Filed Sep 6, 2022 21:29 UTC
Gillease KellyChief Marketing Officer
Tax withholdingClass A Common Stock 3,112 $10.28 $31,991.36
Disclosure

SEC source: 0001625278-22-000138 · wf-form4_166249972726066.xml · nonDerivative · entry 1

Gillease Kelly · CIK 0001889448 · Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 159,337

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 100,785 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.

Read SEC document
September 01, 2022 Filed Sep 6, 2022 21:28 UTC
StClair LaurenChief Financial Officer
Tax withholdingClass A Common Stock 7,535 $10.28 $77,459.80
Disclosure

SEC source: 0001625278-22-000137 · wf-form4_166249967859322.xml · nonDerivative · entry 1

StClair Lauren · CIK 0001891526 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 220,853

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 165,262 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.

F3 · balance_after: Includes 2,777 shares acquired by Reporting Person under the Issuer's 2021 Employee Stock Purchase Plan on June 30, 2022.

Read SEC document
August 11, 2022 Filed Aug 11, 2022 21:55 UTC
Chen Tim Chao-MingDirector · Chief Executive Officer · 10% owner
PurchaseClass A Common Stock 10,000 $9.85 $98,500.00
Disclosure

SEC source: 0001625278-22-000125 · wf-form4_166025493136635.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 399,507

F2 · balance_after: Includes 239,507 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.

Read SEC document
August 10, 2022 Filed Aug 11, 2022 21:37 UTC
Yuann KevinChief Business Officer
SaleClass A Common Stock 1,500 $10.11 $15,157.50
Disclosure

SEC source: 0001625278-22-000123 · wf-form4_166025384833766.xml · nonDerivative · entry 1

Yuann Kevin · CIK 0001889453 · Chief Business Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 216,065

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 December 16, 2021.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.95 to $10.33, 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 48,782 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.

Read SEC document
August 09, 2022 Filed Aug 11, 2022 21:55 UTC
Chen Tim Chao-MingDirector · Chief Executive Officer · 10% owner
PurchaseClass A Common Stock 30,000 $9.60 $287,880.00
Disclosure

SEC source: 0001625278-22-000125 · wf-form4_166025493136635.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 389,507

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $9.54 to $9.63, 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 purchased at each separate price within the range set forth above.

F2 · balance_after: Includes 239,507 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.

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July 11, 2022 Filed Jul 13, 2022 20:57 UTC
Yuann KevinChief Business Officer
SaleClass A Common Stock 1,500 $8.83 $13,242.00
Disclosure

SEC source: 0001625278-22-000112 · wf-form4_165774583041201.xml · nonDerivative · entry 1

Yuann Kevin · CIK 0001889453 · Chief Business Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 217,565

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 December 16, 2021.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $8.75 to $8.93, 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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July 01, 2022 Filed Jul 6, 2022 21:08 UTC
Chen Tim Chao-MingDirector · Chief Executive Officer · 10% owner
GrantEmployee Stock Options (right to buy) · Derivative 586,778 $0.00 Strike: $8.34 $0.00
Disclosure

SEC source: 0001625278-22-000091 · wf-form4_165714166699698.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 586,778

Underlying: Class A Common Stock · 586,778 shares

Expires 2032-07-01

F4 · derivative.exercise_date: Approximately 12,474 shares will vest each month for 48 months beginning on the first vesting date of 8/1/2022, except for the 1/1/2026 vesting date when only 484 shares will vest.

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July 01, 2022 Filed Jul 6, 2022 21:08 UTC
Chen Tim Chao-MingDirector · Chief Executive Officer · 10% owner
GrantEmployee Stock Options (right to buy) · Derivative 11,990 $0.00 Strike: $9.17 $0.00
Disclosure

SEC source: 0001625278-22-000091 · wf-form4_165714166699698.xml · derivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,990

Underlying: Class A Common Stock · 11,990 shares

Expires 2027-07-01

F3 · derivative.exercise_date: 100% of the shares subject to the option will vest on 1/1/2026.

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July 01, 2022 Filed Jul 6, 2022 21:08 UTC
Chen Tim Chao-MingDirector · Chief Executive Officer · 10% owner
GrantClass A Common Stock 239,507 $0.00 $0.00
Disclosure

SEC source: 0001625278-22-000091 · wf-form4_165714166699698.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 359,507

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

F2 · balance_after: Includes 239,507 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.

Read SEC document
June 09, 2022 Filed Jun 13, 2022 21:55 UTC
Yuann KevinChief Business Officer
SaleClass A Common Stock 1,500 $11.14 $16,710.00
Disclosure

SEC source: 0001625278-22-000083 · wf-form4_165515733248148.xml · nonDerivative · entry 1

Yuann Kevin · CIK 0001889453 · Chief Business Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 219,065

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 December 16, 2021.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $10.88 to $11.57, 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 49,937 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.

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June 03, 2022 Filed Jun 6, 2022 23:56 UTC
Yuann KevinChief Business Officer
SaleClass A Common Stock 1,155 $11.90 $13,744.50
Disclosure

SEC source: 0001625278-22-000079 · wf-form4_165455978800434.xml · nonDerivative · entry 2

Yuann Kevin · CIK 0001889453 · Chief Business Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 220,565

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 16, 2021.

F3 · balance_after: Includes 49,937 Restricted Stock Units payable solely in Class A Common Stock of the Issuer.

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June 02, 2022 Filed Jun 7, 2022 00:04 UTC
Gillease KellyChief Marketing Officer
SaleClass A Common Stock 3,191 $11.99 $38,254.35
Disclosure

SEC source: 0001625278-22-000081 · wf-form4_165456022963849.xml · nonDerivative · entry 1

Gillease Kelly · CIK 0001889448 · Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 162,449

F1 · shares: Represents shares of Class A Common Stock automatically sold to satisfy tax liability upon vesting and settlement of Restricted Stock Units.

F2 · balance_after: Includes 109,780 Restricted Stock Units payable solely in Class A Common Stock of the Issuer.

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June 02, 2022 Filed Jun 7, 2022 00:03 UTC
StClair LaurenChief Financial Officer
SaleClass A Common Stock 5,532 $11.99 $66,318.72
Disclosure

SEC source: 0001625278-22-000080 · wf-form4_165456018133356.xml · nonDerivative · entry 1

StClair Lauren · CIK 0001891526 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 225,611

F1 · shares: Represents shares of Class A Common Stock automatically sold to satisfy tax liability upon vesting and settlement of Restricted Stock Units.

F2 · balance_after: Includes 180,457 Restricted Stock Units payable solely in Class A Common Stock of the Issuer.

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June 02, 2022 Filed Jun 6, 2022 23:56 UTC
Yuann KevinChief Business Officer
SaleClass A Common Stock 1,396 $11.99 $16,735.53
Disclosure

SEC source: 0001625278-22-000079 · wf-form4_165455978800434.xml · nonDerivative · entry 1

Yuann Kevin · CIK 0001889453 · Chief Business Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 221,720

F1 · shares: Represents shares of Class A Common Stock automatically sold to satisfy tax liability upon vesting and settlement of Restricted Stock Units.

Read SEC document
May 25, 2022 Filed May 26, 2022 21:49 UTC GrantClass A Common Stock 15,815 $0.00 $0.00
Disclosure

SEC source: 0001625278-22-000073 · wf-form4_165360172539008.xml · nonDerivative · entry 1

Ceran Jennifer · CIK 0001652155 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,815

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

Read SEC document
May 25, 2022 Filed May 26, 2022 21:52 UTC GrantClass A Common Stock 15,815 $0.00 $0.00
Disclosure

SEC source: 0001625278-22-000075 · wf-form4_165360191237899.xml · nonDerivative · entry 1

Laube Lynne Marie · CIK 0001730687 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,815

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

Read SEC document
May 25, 2022 Filed May 26, 2022 21:50 UTC GrantClass A Common Stock 15,815 $0.00 $0.00
Disclosure

SEC source: 0001625278-22-000074 · wf-form4_165360182066645.xml · nonDerivative · entry 1

Loverro Thomas · CIK 0001889596 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,815

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

Read SEC document
May 09, 2022 Filed May 11, 2022 20:21 UTC
Yuann KevinChief Business Officer
SaleClass A Common Stock 3,524 $8.08 $28,484.14
Disclosure

SEC source: 0001625278-22-000056 · wf-form4_165230047151307.xml · nonDerivative · entry 1

Yuann Kevin · CIK 0001889453 · Chief Business Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 223,116

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 December 16, 2021.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $7.7100 to $8.3700, 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 57,543 Restricted Stock Units payable solely in Class A Common Stock of the Issuer.

Read SEC document
April 01, 2022 Filed Apr 5, 2022 18:13 UTC GrantClass A Common Stock 26,714 $0.00 $0.00
Disclosure

SEC source: 0001625278-22-000043 · wf-form4_164918239624911.xml · nonDerivative · entry 1

MCBRIDE KENNETH THOMAS · CIK 0001254776 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,714

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

Read SEC document

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