Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NERDWALLET, INC.NRDS · Entity 2280 | Chief Revenue Officer | September 01, 2026 | September 03, 2026 |
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, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 228,121 |
Reported balance
After 2026-09-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-01 · Tax withholding · Disposed 22,643 · Balance 228,121 F1: Shares withheld by the Issuer to satisfy tax withholding obligation due to vesting of Restricted Stock Units ("RSUs"). F2: Includes 192,814 RSUs payable solely in the Class A Common Stock of the Issuer. F3: Includes 1,039 shares of Class A Common Stock acquired by the Reporting Person under the Issuer's Employee Stock Purchase Plan on April 30, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld by the Issuer to satisfy tax withholding obligation due to vesting of Restricted Stock Units ("RSUs").
F2: Includes 192,814 RSUs payable solely in the Class A Common Stock of the Issuer.
F3: Includes 1,039 shares of Class A Common Stock acquired by the Reporting Person under the Issuer's Employee Stock Purchase Plan on April 30, 2026.
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, 2026 Filed Sep 3, 2026 21:54 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 22,643 | $9.78 | $221,448.54 |
DisclosureSEC source: 0001628280-26-060552 · wk-form4_1788472487.xml · nonDerivative · entry 1 Mischner Sam Brian · CIK 0002113814 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 228,121 F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligation due to vesting of Restricted Stock Units ("RSUs"). F2 · balance_after: Includes 192,814 RSUs payable solely in the Class A Common Stock of the Issuer. F3 · balance_after: Includes 1,039 shares of Class A Common Stock acquired by the Reporting Person under the Issuer's Employee Stock Purchase Plan on April 30, 2026. Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 23:57 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 1,572 | $8.75 | $13,755.00 |
DisclosureSEC source: 0001628280-26-040586 · wk-form4_1780531049.xml · nonDerivative · entry 1 Mischner Sam Brian · CIK 0002113814 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 249,725 F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligation due to vesting of Restricted Stock Units ("RSUs"). F2 · balance_after: Includes 245,653 RSUs payable solely in the 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.