Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NERDWALLET, INC.NRDS · Entity 2280 | Chief Financial 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 | 354,783 |
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 13,299 · Balance 354,783 F1: Shares withheld by the Issuer to satisfy tax withholding obligation due to vesting of Restricted Stock Units ("RSUs"). F2: Includes 295,062 RSUs 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 vesting of Restricted Stock Units ("RSUs").
F2: Includes 295,062 RSUs 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, 2026 Filed Sep 3, 2026 21:54 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 13,299 | $9.78 | $130,064.22 |
DisclosureSEC source: 0001628280-26-060553 · wk-form4_1788472495.xml · nonDerivative · entry 1 Lee Jun Hyung · CIK 0002059618 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 354,783 F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligation due to vesting of Restricted Stock Units ("RSUs"). F2 · balance_after: Includes 295,062 RSUs payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 21:27 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 47,876 | $8.75 | $418,915.00 |
DisclosureSEC source: 0001628280-26-040528 · wk-form4_1780522069.xml · nonDerivative · entry 1 Lee Jun Hyung · CIK 0002059618 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 368,082 F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligation due to vesting of Restricted Stock Units ("RSUs"). F2 · balance_after: Includes 321,058 RSUs payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| March 18, 2026 Filed Mar 21, 2026 00:34 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GrantEmployee Stock Options (right to buy) · Derivative | 256,653 | $0.00 Strike: $10.18 | $0.00 |
DisclosureSEC source: 0001628280-26-020297 · wk-form4_1774053261.xml · derivative · entry 2 Lee Jun Hyung · CIK 0002059618 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 831,916 Underlying: Class A Common Stock · 256,653 shares Expires 2036-03-17 F3 · derivative.exercise_date: 1/48th of the shares subject to the option vest on each monthly anniversary measured from 3/18/2026, 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 |
| March 18, 2026 Filed Mar 21, 2026 00:34 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GrantClass A Common Stock | 128,326 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-020297 · wk-form4_1774053261.xml · nonDerivative · entry 1 Lee Jun Hyung · CIK 0002059618 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 415,958 F1 · shares: Represents Restricted Stock Units ("RSUs") payable solely in Class A Common Stock of the Issuer. F2 · balance_after: Includes 415,958 RSUs payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| March 17, 2025 Filed Mar 19, 2025 20:11 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GrantEmployee Stock Options (right to buy) · Derivative | 335,570 | $0.00 Strike: $9.02 | $0.00 |
DisclosureSEC source: 0001625278-25-000038 · wk-form4_1742415071.xml · derivative · entry 4 Lee Jun Hyung · CIK 0002059618 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 575,263 Underlying: Class A Common Stock · 335,570 shares Expires 2035-03-17 F2 · derivative.exercise_date: 25% of the shares subject to the option vest on the first anniversary measured from 3/17/25 the vesting commencement date ("VCD") and 1/48th of the total number of shares subject to the option vest monthly thereafter, such that 100% of the Shares subject to the option will be fully vested and exercisable on the fourth anniversary of the VCD, subject to Reporting Person's continuous service as of each vesting date. Read SEC document |
| March 17, 2025 Filed Mar 19, 2025 20:11 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GrantEmployee Stock Options (right to buy) · Derivative | 239,693 | $0.00 Strike: $9.02 | $0.00 |
DisclosureSEC source: 0001625278-25-000038 · wk-form4_1742415071.xml · derivative · entry 3 Lee Jun Hyung · CIK 0002059618 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 239,693 Underlying: Class A Common Stock · 239,693 shares Expires 2035-03-17 F2 · derivative.exercise_date: 25% of the shares subject to the option vest on the first anniversary measured from 3/17/25 the vesting commencement date ("VCD") and 1/48th of the total number of shares subject to the option vest monthly thereafter, such that 100% of the Shares subject to the option will be fully vested and exercisable on the fourth anniversary of the VCD, subject to Reporting Person's continuous service as of each vesting date. Read SEC document |
| March 17, 2025 Filed Mar 19, 2025 20:11 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GrantClass A Common Stock | 167,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001625278-25-000038 · wk-form4_1742415071.xml · nonDerivative · entry 2 Lee Jun Hyung · CIK 0002059618 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 287,632 F1 · balance_after: Represents Restricted Stock Units (RSUs) payable solely in Class A Common Stock of the Issuer. Read SEC document |
| March 17, 2025 Filed Mar 19, 2025 20:11 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GrantClass A Common Stock | 119,847 | $0.00 | $0.00 |
DisclosureSEC source: 0001625278-25-000038 · wk-form4_1742415071.xml · nonDerivative · entry 1 Lee Jun Hyung · CIK 0002059618 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,847 F1 · balance_after: Represents Restricted Stock Units (RSUs) 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.