organization · Reporting owner
Innovius Capital Sirius I, L.P.
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NERDWALLET, INC.NRDS · Entity 2280 | 10% owner | November 08, 2021 | November 10, 2021 |
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 November 08, 2021 · Filed November 10, 2021
Jointly reported with Innovius Capital GP I, LLC
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Indirectsee footnote | 5,209,366 |
Reported balance
After 2021-11-08 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2021-11-08 · Conversion · Acquired 5,603 · Balance 5,209,366 F1: Each share of Series A Preferred Stock automatically converted into one share of Class A Common Stock upon the closing of the Issuer's initial public offering and had no expiration date. F2: Shares are held by Innovius Capital Sirius I L.P.("ICS"). Innovius Capital GP I, LLC ("ICGP") is the general partner of ICS and may be deemed to beneficially own the shares held by ICS. ICGP disclaims beneficial ownership of these shares except to the extent of its pecuniary interest therein. |
| Series A Preferred StockSEC Table II · derivative / convertible security | Indirectsee footnote | 0 |
Reported balance
After 2021-11-08 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-11-08 · Conversion · Disposed 5,603 · Balance 0 F1: Each share of Series A Preferred Stock automatically converted into one share of Class A Common Stock upon the closing of the Issuer's initial public offering and had no expiration date. F2: Shares are held by Innovius Capital Sirius I L.P.("ICS"). Innovius Capital GP I, LLC ("ICGP") is the general partner of ICS and may be deemed to beneficially own the shares held by ICS. ICGP disclaims beneficial ownership of these shares except to the extent of its pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of Series A Preferred Stock automatically converted into one share of Class A Common Stock upon the closing of the Issuer's initial public offering and had no expiration date.
F2: Shares are held by Innovius Capital Sirius I L.P.("ICS"). Innovius Capital GP I, LLC ("ICGP") is the general partner of ICS and may be deemed to beneficially own the shares held by ICS. ICGP disclaims beneficial ownership of these shares except to the extent of its pecuniary interest therein.
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 |
|---|---|---|---|---|---|---|
| November 08, 2021 Filed Nov 10, 2021 21:34 UTC | NERDWALLET, INC. NRDS · Entity 2280 | ConversionSeries A Preferred Stock · Derivative | 5,603 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-063863 · doc4.xml · derivative · entry 2 Innovius Capital Sirius I, L.P. · CIK 0001815151 · 10% owner Innovius Capital GP I, LLC · CIK 0001892673 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · see footnote Disclosed balance after: 0 Underlying: Class A Common Stock · 5,603 shares Expires not disclosed 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_price: Each share of Series A Preferred Stock automatically converted into one share of Class A Common Stock upon the closing of the Issuer's initial public offering and had no expiration date. F1 · derivative.exercise_date: Each share of Series A Preferred Stock automatically converted into one share of Class A Common Stock upon the closing of the Issuer's initial public offering and had no expiration date. F1 · derivative.expiration_date: Each share of Series A Preferred Stock automatically converted into one share of Class A Common Stock upon the closing of the Issuer's initial public offering and had no expiration date. F2 · ownership.nature: Shares are held by Innovius Capital Sirius I L.P.("ICS"). Innovius Capital GP I, LLC ("ICGP") is the general partner of ICS and may be deemed to beneficially own the shares held by ICS. ICGP disclaims beneficial ownership of these shares except to the extent of its pecuniary interest therein. Read SEC document |
| November 08, 2021 Filed Nov 10, 2021 21:34 UTC | NERDWALLET, INC. NRDS · Entity 2280 | ConversionClass A Common Stock | 5,603 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-063863 · doc4.xml · nonDerivative · entry 1 Innovius Capital Sirius I, L.P. · CIK 0001815151 · 10% owner Innovius Capital GP I, LLC · CIK 0001892673 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · see footnote Disclosed balance after: 5,209,366 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 · price: Each share of Series A Preferred Stock automatically converted into one share of Class A Common Stock upon the closing of the Issuer's initial public offering and had no expiration date. F2 · ownership.nature: Shares are held by Innovius Capital Sirius I L.P.("ICS"). Innovius Capital GP I, LLC ("ICGP") is the general partner of ICS and may be deemed to beneficially own the shares held by ICS. ICGP disclaims beneficial ownership of these shares except to the extent of its pecuniary interest therein. 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.