Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NERDWALLET, INC.NRDS · Entity 2280 | Chief Marketing Officer | September 01, 2022 | September 06, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
NERDWALLET, INC.
Report date September 01, 2022 · Filed September 06, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 159,337 |
Reported balance
After 2022-09-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-09-01 · Tax withholding · Disposed 3,112 · Balance 159,337 F1: Shares withheld by the Issuer to satisfy tax withholding obligation due to the vesting of Restricted Stock Units ("RSUs"). F2: Includes 100,785 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld by the Issuer to satisfy tax withholding obligation due to the vesting of Restricted Stock Units ("RSUs").
F2: Includes 100,785 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 01, 2022 Filed Sep 6, 2022 21:29 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 3,112 | $10.28 | $31,991.36 |
DisclosureSEC 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 |
| June 02, 2022 Filed Jun 7, 2022 00:04 UTC | NERDWALLET, INC. NRDS · Entity 2280 | SaleClass A Common Stock | 3,191 | $11.99 | $38,254.35 |
DisclosureSEC 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. Read SEC document |
| March 24, 2022 Filed Mar 28, 2022 22:45 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GrantEmployee Stock Options (right to buy) · Derivative | 108,447 | $0.00 Strike: $12.64 | $0.00 |
DisclosureSEC source: 0001625278-22-000033 · wf-form4_164850751410168.xml · derivative · entry 2 Gillease Kelly · CIK 0001889448 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,447 Underlying: Class A Common Stock · 108,447 shares Expires 2032-03-23 F2 · derivative.exercise_date: 1/48th of the shares subject to the option vest on each monthly anniversary measured from 4/1/22, the Vesting Commencement Date, 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 24, 2022 Filed Mar 28, 2022 22:45 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GrantClass A Common Stock | 43,378 | $0.00 | $0.00 |
DisclosureSEC source: 0001625278-22-000033 · wf-form4_164850751410168.xml · nonDerivative · entry 1 Gillease Kelly · CIK 0001889448 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,640 F1 · shares: Represents Restricted Stock Units payable solely in Class A Common Stock of the Issuer. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 21:08 UTC | NERDWALLET, INC. NRDS · Entity 2280 | SaleClass A Common Stock | 2,927 | $9.51 | $27,841.04 |
DisclosureSEC source: 0001625278-22-000013 · wf-form4_164642809758734.xml · nonDerivative · entry 1 Gillease Kelly · CIK 0001889448 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,262 F1 · shares: Represents shares of Class A Common Stock automatically sold to satisfy tax liability upon vesting and settlement of Restricted Stock Units granted on March 29, 2021. Read SEC document |
| January 18, 2022 Filed Jan 18, 2022 18:39 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 88 | $0.00 Strike: $14.00 | $0.00 |
DisclosureSEC source: 0001889448-22-000002 · wf-form4_164253114112909.xml · derivative · entry 2 Gillease Kelly · CIK 0001889448 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,186 Underlying: Class A Common Stock · 88 shares Expires 2031-03-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: 1/48th of the shares subject to the option vest on each monthly anniversary measured from 4/1/21 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 |
| January 18, 2022 Filed Jan 18, 2022 18:39 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Exercise / conversionClass A Common Stock | 88 | $14.00 | $1,232.00 |
DisclosureSEC source: 0001889448-22-000002 · wf-form4_164253114112909.xml · nonDerivative · entry 1 Gillease Kelly · CIK 0001889448 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,189 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 30, 2021 Filed Jan 5, 2022 02:17 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 9,803 | $0.00 Strike: $10.20 | $0.00 |
DisclosureSEC source: 0001628280-22-000280 · wf-form4_164134900260565.xml · derivative · entry 6 Gillease Kelly · CIK 0001889448 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,196 Underlying: Class A Common Stock · 9,803 shares Expires 2029-09-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: 1/48th of the shares subject to the option vest on each monthly anniversary measured from 9/1/19 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 |
| December 30, 2021 Filed Jan 5, 2022 02:17 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 13,477 | $0.00 Strike: $7.42 | $0.00 |
DisclosureSEC source: 0001628280-22-000280 · wf-form4_164134900260565.xml · derivative · entry 5 Gillease Kelly · CIK 0001889448 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266,523 Underlying: Class A Common Stock · 13,477 shares Expires 2028-10-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: 25% of the shares subject to the option vest on the first anniversary measured from 8/20/18 the Vesting Commencement Date ("VCD") and 1/48th of the total number of shares vest monthly thereafter, such that 100% of the shares subject to the option will be fully vested on the fourth anniversary of the VCD. Read SEC document |
| December 30, 2021 Filed Jan 5, 2022 02:17 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 7,054 | $0.00 Strike: $14.00 | $0.00 |
DisclosureSEC source: 0001628280-22-000280 · wf-form4_164134900260565.xml · derivative · entry 4 Gillease Kelly · CIK 0001889448 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,274 Underlying: Class A Common Stock · 7,054 shares Expires 2031-03-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: 1/48th of the shares subject to the option vest on each monthly anniversary measured from 4/1/21 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 |
| December 30, 2021 Filed Jan 5, 2022 02:17 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Exercise / conversionClass A Common Stock | 9,803 | $10.20 | $99,990.60 |
DisclosureSEC source: 0001628280-22-000280 · wf-form4_164134900260565.xml · nonDerivative · entry 3 Gillease Kelly · CIK 0001889448 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,101 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 30, 2021 Filed Jan 5, 2022 02:17 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Exercise / conversionClass A Common Stock | 13,477 | $7.42 | $99,999.34 |
DisclosureSEC source: 0001628280-22-000280 · wf-form4_164134900260565.xml · nonDerivative · entry 2 Gillease Kelly · CIK 0001889448 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,298 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 30, 2021 Filed Jan 5, 2022 02:17 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Exercise / conversionClass A Common Stock | 7,054 | $14.00 | $98,756.00 |
DisclosureSEC source: 0001628280-22-000280 · wf-form4_164134900260565.xml · nonDerivative · entry 1 Gillease Kelly · CIK 0001889448 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,821 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 02, 2021 Filed Dec 6, 2021 20:59 UTC | NERDWALLET, INC. NRDS · Entity 2280 | SaleClass A Common Stock | 2,420 | $15.99 | $38,689.51 |
DisclosureSEC source: 0001628280-21-024579 · wf-form4_163882434728336.xml · nonDerivative · entry 1 Gillease Kelly · CIK 0001889448 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,767 F1 · kind: Represents shares of Class A Common Stock automatically sold to satisfy tax withholding obligations upon the settlement of Restricted Stock Units granted on March 29, 2021. 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.