Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NERDWALLET, INC.NRDS · Entity 2280 | Director · Chief Executive Officer · 10% owner | 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 | 539,160 |
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 7,723 · Balance 539,160 F1: Shares withheld by the Issuer to satisfy tax withholding obligation due to vesting of Restricted Stock Units ("RSUs"). F2: Includes 30,473 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 30,473 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 | 7,723 | $9.78 | $75,530.94 |
DisclosureSEC source: 0001628280-26-060551 · wk-form4_1788472482.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: 539,160 F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligation due to vesting of Restricted Stock Units ("RSUs"). F2 · balance_after: Includes 30,473 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 | 15,309 | $8.75 | $133,953.75 |
DisclosureSEC source: 0001628280-26-040527 · wk-form4_1780522041.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: 546,883 F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligation due to vesting of Restricted Stock Units ("RSUs"). F2 · balance_after: Includes 45,710 RSUs payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| March 02, 2026 Filed Mar 5, 2026 00:41 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 11,095 | $11.08 | $122,932.60 |
DisclosureSEC source: 0001628280-26-014933 · wk-form4_1772671303.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: 562,192 F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligation due to vesting of Restricted Stock Units ("RSUs"). F2 · balance_after: Includes 75,915 RSUs payable solely in Class A Common Stock of the Issuer. Read SEC document |
| December 02, 2025 Filed Dec 6, 2025 02:32 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 15,309 | $15.41 | $235,911.69 |
DisclosureSEC source: 0001628280-25-055677 · wk-form4_1764988369.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: 573,287 F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligation due to vesting of Restricted Stock Units ("RSUs"). F2 · balance_after: Includes 106,821 RSUs payable solely in Class A Common Stock of the Issuer. Read SEC document |
| November 24, 2025 Filed Nov 27, 2025 01:53 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GiftClass B Common Stock · Derivative | 1,001,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-054214 · wk-form4_1764208425.xml · derivative · entry 3 Chen Tim Chao-Ming · CIK 0001891456 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By The Seed Investor Irrevocable Remainder Trust II Disclosed balance after: 3,640,481 Underlying: Class B Common Stock · 1,001,360 shares Expires not disclosed F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer. F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer. F2 · derivative.expiration_date: The Class B Common Stock has no expiration date. F3 · ownership.nature: Trust of which members of the Reporting Person's immediate family are beneficiaries. The Reporting Person has investment control over the shares held by the trust. Read SEC document |
| November 24, 2025 Filed Nov 27, 2025 01:53 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GiftClass B Common Stock · Derivative | 2,740,027 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-054214 · wk-form4_1764208425.xml · derivative · entry 2 Chen Tim Chao-Ming · CIK 0001891456 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By The Tim Chen Revocable Trust Disclosed balance after: 19,380,838 Underlying: Class A Common Stock · 2,740,027 shares Expires not disclosed F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer. F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer. F2 · derivative.expiration_date: The Class B Common Stock has no expiration date. F4 · ownership.nature: These shares are held by The Tim Chen Revocable Trust u/a/d 3/11/2016, for which the Reporting Person serves as the trustee. Read SEC document |
| November 24, 2025 Filed Nov 27, 2025 01:53 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GiftClass B Common Stock · Derivative | 3,741,387 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-054214 · wk-form4_1764208425.xml · derivative · entry 1 Chen Tim Chao-Ming · CIK 0001891456 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · The Seed Investor 2022 Annuity Trust Disclosed balance after: 0 Underlying: Class A Common Stock · 3,741,387 shares Expires not disclosed F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer. F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer. F2 · derivative.expiration_date: The Class B Common Stock has no expiration date. F3 · ownership.nature: Trust of which members of the Reporting Person's immediate family are beneficiaries. The Reporting Person has investment control over the shares held by the trust. Read SEC document |
| September 02, 2025 Filed Sep 5, 2025 01:30 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 15,310 | $10.26 | $157,080.60 |
DisclosureSEC source: 0001891456-25-000003 · wk-form4_1757035823.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: 588,596 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 136,327 RSUs payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| June 02, 2025 Filed Jun 4, 2025 21:07 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 15,309 | $10.52 | $161,050.68 |
DisclosureSEC source: 0001625278-25-000086 · wk-form4_1749071248.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: 603,906 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 166,533 RSUs payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 21:39 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 11,077 | $10.09 | $111,766.93 |
DisclosureSEC source: 0001625278-25-000030 · wk-form4_1741210752.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: 619,215 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 196,738 RSUs payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 23:00 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 15,310 | $14.04 | $214,952.40 |
DisclosureSEC source: 0001625278-24-000166 · wk-form4_1733353209.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: 630,292 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 226,944 RSUs payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| September 03, 2024 Filed Sep 6, 2024 22:38 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 14,485 | $12.60 | $182,511.00 |
DisclosureSEC source: 0001625278-24-000149 · wk-form4_1725662292.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: 645,602 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 257,150 RSUs payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| June 03, 2024 Filed Jun 5, 2024 22:38 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 10,779 | $13.89 | $149,720.31 |
DisclosureSEC source: 0001625278-24-000125 · wk-form4_1717627129.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: 660,087 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 287,355 RSUs payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| March 01, 2024 Filed Mar 6, 2024 00:36 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 10,930 | $16.91 | $184,826.30 |
DisclosureSEC source: 0001625278-24-000049 · wk-form4_1709685397.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: 670,866 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 317,562 RSUs payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| December 12, 2023 Filed Dec 14, 2023 23:23 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GiftClass B Common Stock · Derivative | 966,038 | $0.00 | $0.00 |
DisclosureSEC source: 0001625278-23-000132 · wk-form4_1702596182.xml · derivative · entry 9 Chen Tim Chao-Ming · CIK 0001891456 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By The Seed Investor Exempt Trust B Disclosed balance after: 966,038 Underlying: Class A Common Stock · 966,038 shares Expires not disclosed F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer. F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer. F2 · derivative.expiration_date: The Class B Common Stock has no expiration date. F3 · ownership.nature: Trust of which members of the Reporting Person's immediate family are beneficiaries. The Reporting Person has investment control over the shares held by the trust. Read SEC document |
| December 12, 2023 Filed Dec 14, 2023 23:23 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GiftClass B Common Stock · Derivative | 966,038 | $0.00 | $0.00 |
DisclosureSEC source: 0001625278-23-000132 · wk-form4_1702596182.xml · derivative · entry 8 Chen Tim Chao-Ming · CIK 0001891456 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By The Seed Investor Exempt Trust A Disclosed balance after: 966,038 Underlying: Class A Common Stock · 966,038 shares Expires not disclosed F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer. F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer. F2 · derivative.expiration_date: The Class B Common Stock has no expiration date. F3 · ownership.nature: Trust of which members of the Reporting Person's immediate family are beneficiaries. The Reporting Person has investment control over the shares held by the trust. Read SEC document |
| December 12, 2023 Filed Dec 14, 2023 23:23 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GiftClass B Common Stock · Derivative | 1,932,076 | $0.00 | $0.00 |
DisclosureSEC source: 0001625278-23-000132 · wk-form4_1702596182.xml · derivative · entry 7 Chen Tim Chao-Ming · CIK 0001891456 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By The Tim Chen Revocable Trust Disclosed balance after: 16,744,369 Underlying: Class A Common Stock · 1,932,076 shares Expires not disclosed F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer. F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer. F2 · derivative.expiration_date: The Class B Common Stock has no expiration date. F4 · ownership.nature: Trust of which the Reporting Person is the Trustee. Read SEC document |
| December 12, 2023 Filed Dec 14, 2023 23:23 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GiftClass B Common Stock · Derivative | 1,319,560 | $0.00 | $0.00 |
DisclosureSEC source: 0001625278-23-000132 · wk-form4_1702596182.xml · derivative · entry 6 Chen Tim Chao-Ming · CIK 0001891456 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By The Seed Investor Irrevocable Remainder Trust II-B Disclosed balance after: 1,319,560 Underlying: Class A Common Stock · 1,319,560 shares Expires not disclosed F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer. F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer. F2 · derivative.expiration_date: The Class B Common Stock has no expiration date. F3 · ownership.nature: Trust of which members of the Reporting Person's immediate family are beneficiaries. The Reporting Person has investment control over the shares held by the trust. Read SEC document |
| December 12, 2023 Filed Dec 14, 2023 23:23 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GiftClass B Common Stock · Derivative | 1,319,560 | $0.00 | $0.00 |
DisclosureSEC source: 0001625278-23-000132 · wk-form4_1702596182.xml · derivative · entry 5 Chen Tim Chao-Ming · CIK 0001891456 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By The Seed Investor Irrevocable Remainder Trust II Disclosed balance after: 1,319,561 Underlying: Class A Common Stock · 1,319,560 shares Expires not disclosed F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer. F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer. F2 · derivative.expiration_date: The Class B Common Stock has no expiration date. F3 · ownership.nature: Trust of which members of the Reporting Person's immediate family are beneficiaries. The Reporting Person has investment control over the shares held by the trust. Read SEC document |
| December 12, 2023 Filed Dec 14, 2023 23:23 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GiftClass B Common Stock · Derivative | 1,468,574 | $0.00 | $0.00 |
DisclosureSEC source: 0001625278-23-000132 · wk-form4_1702596182.xml · derivative · entry 4 Chen Tim Chao-Ming · CIK 0001891456 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By The Seed Investor Irrevocable Trust C Disclosed balance after: 1,468,574 Underlying: Class A Common Stock · 1,468,574 shares Expires not disclosed F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer. F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer. F2 · derivative.expiration_date: The Class B Common Stock has no expiration date. F3 · ownership.nature: Trust of which members of the Reporting Person's immediate family are beneficiaries. The Reporting Person has investment control over the shares held by the trust. Read SEC document |
| December 12, 2023 Filed Dec 14, 2023 23:23 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GiftClass B Common Stock · Derivative | 1,468,573 | $0.00 | $0.00 |
DisclosureSEC source: 0001625278-23-000132 · wk-form4_1702596182.xml · derivative · entry 3 Chen Tim Chao-Ming · CIK 0001891456 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By The Seed Investor Irrevocable Trust B Disclosed balance after: 1,468,573 Underlying: Class A Common Stock · 1,468,573 shares Expires not disclosed F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer. F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer. F2 · derivative.expiration_date: The Class B Common Stock has no expiration date. F3 · ownership.nature: Trust of which members of the Reporting Person's immediate family are beneficiaries. The Reporting Person has investment control over the shares held by the trust. Read SEC document |
| December 12, 2023 Filed Dec 14, 2023 23:23 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GiftClass B Common Stock · Derivative | 1,468,573 | $0.00 | $0.00 |
DisclosureSEC source: 0001625278-23-000132 · wk-form4_1702596182.xml · derivative · entry 2 Chen Tim Chao-Ming · CIK 0001891456 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By The Seed Investor Irrevocable Trust A Disclosed balance after: 1,468,573 Underlying: Class A Common Stock · 1,468,573 shares Expires not disclosed F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer. F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer. F2 · derivative.expiration_date: The Class B Common Stock has no expiration date. F3 · ownership.nature: Trust of which members of the Reporting Person's immediate family are beneficiaries. The Reporting Person has investment control over the shares held by the trust. Read SEC document |
| December 12, 2023 Filed Dec 14, 2023 23:23 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GiftClass B Common Stock · Derivative | 4,405,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001625278-23-000132 · wk-form4_1702596182.xml · derivative · entry 1 Chen Tim Chao-Ming · CIK 0001891456 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By The Seed Investor Irrevocable Remainder Trust Disclosed balance after: 0 Underlying: Class A Common Stock · 4,405,720 shares Expires not disclosed F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer. F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer. F2 · derivative.expiration_date: The Class B Common Stock has no expiration date. F3 · ownership.nature: Trust of which members of the Reporting Person's immediate family are beneficiaries. The Reporting Person has investment control over the shares held by the trust. Read SEC document |
| December 05, 2023 Filed Dec 8, 2023 00:01 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 13,377 | $12.08 | $161,594.16 |
DisclosureSEC source: 0001625278-23-000130 · wk-form4_1701993680.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: 681,796 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 347,767 RSUs payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| September 12, 2023 Filed Sep 13, 2023 20:49 UTC | NERDWALLET, INC. NRDS · Entity 2280 | PurchaseClass A Common Stock | 6,650 | $8.21 | $54,596.50 |
DisclosureSEC source: 0001625278-23-000106 · wk-form4_1694638143.xml · nonDerivative · entry 2 Chen Tim Chao-Ming · CIK 0001891456 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 695,173 F2 · balance_after: Includes 377,973 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| September 11, 2023 Filed Sep 13, 2023 20:49 UTC | NERDWALLET, INC. NRDS · Entity 2280 | PurchaseClass A Common Stock | 23,938 | $8.40 | $201,079.20 |
DisclosureSEC source: 0001625278-23-000106 · wk-form4_1694638143.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: 688,523 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $8.36 to $8.42, 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. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 23:35 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 10,446 | $9.14 | $95,476.44 |
DisclosureSEC source: 0001625278-23-000101 · wk-form4_1694043346.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: 664,585 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 377,973 RSUs payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 22:05 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 10,446 | $9.58 | $100,072.68 |
DisclosureSEC source: 0001625278-23-000083 · wk-form4_1686002729.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: 675,031 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 408,178 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| May 09, 2023 Filed May 11, 2023 22:27 UTC | NERDWALLET, INC. NRDS · Entity 2280 | PurchaseClass A Common Stock | 30,838 | $8.38 | $258,422.44 |
DisclosureSEC 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 21:58 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GrantClass A Common Stock | 234,785 | $0.00 | $0.00 |
DisclosureSEC 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 01, 2023 Filed Mar 3, 2023 22:12 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 5,322 | $20.42 | $108,675.24 |
DisclosureSEC 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 |
| December 16, 2022 Filed Dec 19, 2022 22:50 UTC | NERDWALLET, INC. NRDS · Entity 2280 | PurchaseClass A Common Stock | 26,888 | $9.29 | $249,789.52 |
DisclosureSEC 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 01, 2022 Filed Dec 5, 2022 22:27 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 5,042 | $13.17 | $66,403.14 |
DisclosureSEC 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 |
| September 01, 2022 Filed Sep 6, 2022 21:29 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 5,177 | $10.28 | $53,219.56 |
DisclosureSEC 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 |
| August 11, 2022 Filed Aug 11, 2022 21:55 UTC | NERDWALLET, INC. NRDS · Entity 2280 | PurchaseClass A Common Stock | 10,000 | $9.85 | $98,500.00 |
DisclosureSEC 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 09, 2022 Filed Aug 11, 2022 21:55 UTC | NERDWALLET, INC. NRDS · Entity 2280 | PurchaseClass A Common Stock | 30,000 | $9.60 | $287,880.00 |
DisclosureSEC 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. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 21:08 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GrantEmployee Stock Options (right to buy) · Derivative | 586,778 | $0.00 Strike: $8.34 | $0.00 |
DisclosureSEC 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. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 21:08 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GrantEmployee Stock Options (right to buy) · Derivative | 11,990 | $0.00 Strike: $9.17 | $0.00 |
DisclosureSEC 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. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 21:08 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GrantClass A Common Stock | 239,507 | $0.00 | $0.00 |
DisclosureSEC 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 |
| March 16, 2022 Filed Mar 17, 2022 23:28 UTC Amendment | NERDWALLET, INC. NRDS · Entity 2280 | PurchaseClass A Common Stock | 10,000 | $10.60 | $106,000.00 |
DisclosureSEC source: 0001625278-22-000021 · wf-form4a_164755967118919.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: 120,000 F1 · date: The original Form 4 filed on 3/16/2022 misreported the transaction date as 3/15/2022 due to an administrative error. The correct transaction date is 3/16/2022, as indicated on this amended filing. F2 · price: The original Form 4 filed on 3/16/2022 misreported the price as $10.58 due to an administrative error. The correct price is $10.60, as indicated on this amended filing. Read SEC document |
| March 15, 2022 Filed Mar 16, 2022 18:45 UTC | NERDWALLET, INC. NRDS · Entity 2280 | PurchaseClass A Common Stock | 10,000 | $10.58 | $105,800.00 |
DisclosureSEC source: 0001625278-22-000019 · wf-form4_164745632859378.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: 120,000 Read SEC document |
| March 14, 2022 Filed Mar 16, 2022 18:45 UTC | NERDWALLET, INC. NRDS · Entity 2280 | PurchaseClass A Common Stock | 10,000 | $9.78 | $97,800.00 |
DisclosureSEC source: 0001625278-22-000019 · wf-form4_164745632859378.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: 110,000 Read SEC document |
| March 09, 2022 Filed Mar 10, 2022 19:15 UTC | NERDWALLET, INC. NRDS · Entity 2280 | PurchaseClass A Common Stock | 13,794 | $11.33 | $156,286.02 |
DisclosureSEC source: 0001625278-22-000017 · wf-form4_164693973877806.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: 100,000 F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $11.20 to $11.38, 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 08, 2022 Filed Mar 10, 2022 19:15 UTC | NERDWALLET, INC. NRDS · Entity 2280 | PurchaseClass A Common Stock | 25,100 | $10.19 | $255,769.00 |
DisclosureSEC source: 0001625278-22-000017 · wf-form4_164693973877806.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: 86,206 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $9.55 to $10.70, 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 07, 2022 Filed Mar 8, 2022 16:26 UTC | NERDWALLET, INC. NRDS · Entity 2280 | PurchaseClass A Common Stock | 61,106 | $9.80 | $598,838.80 |
DisclosureSEC source: 0001625278-22-000015 · wf-form4_164675676670392.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: 61,106 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $9.65 to $10.00, 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 |
| November 08, 2021 Filed Nov 10, 2021 20:38 UTC | NERDWALLET, INC. NRDS · Entity 2280 | ConversionClass B Common Stock · Derivative | 8,450,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001891456-21-000003 · wf-form4_163657670524673.xml · derivative · entry 8 Chen Tim Chao-Ming · CIK 0001891456 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By The Seed Investor 2021 Annuity Trust Disclosed balance after: 8,450,000 Underlying: Class B Common Stock · 8,450,000 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. F6 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer and has no expiration date. F6 · price: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer and has no expiration date. F6 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer and has no expiration date. F6 · derivative.expiration_date: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer and has no expiration date. F5 · ownership.nature: These shares are held by The Seed Investor 2021 Annuity Trust u/a/d 2/25/2021, for which Mr. Chen serves as the trustee. Read SEC document |
| November 08, 2021 Filed Nov 10, 2021 20:38 UTC | NERDWALLET, INC. NRDS · Entity 2280 | ConversionClass B Common Stock · Derivative | 2,639,121 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001891456-21-000003 · wf-form4_163657670524673.xml · derivative · entry 7 Chen Tim Chao-Ming · CIK 0001891456 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By The Seed Investor Irrevocable Remainder Trust II Disclosed balance after: 2,639,121 Underlying: Class B Common Stock · 2,639,121 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. F6 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer and has no expiration date. F6 · price: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer and has no expiration date. F6 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer and has no expiration date. F6 · derivative.expiration_date: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer and has no expiration date. F4 · ownership.nature: These shares are held by The Seed Investor Irrevocable Remainder Trust II u/a/d 8/19/2019, for which Mr. Chen serves as the trustee. Read SEC document |
| November 08, 2021 Filed Nov 10, 2021 20:38 UTC | NERDWALLET, INC. NRDS · Entity 2280 | ConversionClass B Common Stock · Derivative | 4,405,720 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001891456-21-000003 · wf-form4_163657670524673.xml · derivative · entry 6 Chen Tim Chao-Ming · CIK 0001891456 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By The Seed Investor Irrevocable Remainder Trust Disclosed balance after: 4,405,720 Underlying: Class B Common Stock · 4,405,720 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. F6 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer and has no expiration date. F6 · price: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer and has no expiration date. F6 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer and has no expiration date. F6 · derivative.expiration_date: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer and has no expiration date. F3 · ownership.nature: These shares are held by The Seed Investor Irrevocable Remainder Trust u/a/d 3/11/2016, for which Mr. Chen serves as the trustee. Read SEC document |
| November 08, 2021 Filed Nov 10, 2021 20:38 UTC | NERDWALLET, INC. NRDS · Entity 2280 | ConversionClass B Common Stock · Derivative | 16,190,811 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001891456-21-000003 · wf-form4_163657670524673.xml · derivative · entry 5 Chen Tim Chao-Ming · CIK 0001891456 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By The Tim Chen Revocable Trust Disclosed balance after: 16,190,811 Underlying: Class B Common Stock · 16,190,811 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. F6 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer and has no expiration date. F6 · price: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer and has no expiration date. F6 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer and has no expiration date. F6 · derivative.expiration_date: Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer and has no expiration date. F2 · ownership.nature: These shares are held by The Tim Chen Revocable Trust u/a/d 3/11/2016, for which Mr. Chen serves as the trustee. Read SEC document |
| November 08, 2021 Filed Nov 10, 2021 20:38 UTC | NERDWALLET, INC. NRDS · Entity 2280 | ConversionClass F Common Stock · Derivative | 8,450,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001891456-21-000003 · wf-form4_163657670524673.xml · derivative · entry 4 Chen Tim Chao-Ming · CIK 0001891456 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By The Seed Investor 2021 Annuity Trust Disclosed balance after: 0 Underlying: Class B Common Stock · 8,450,000 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: At the closing of the initial public offering of the Issuer, the Class F Common Stock was reclassified and converted into Class B Common Stock on a one-for-one basis. F1 · price: At the closing of the initial public offering of the Issuer, the Class F Common Stock was reclassified and converted into Class B Common Stock on a one-for-one basis. F1 · derivative.exercise_date: At the closing of the initial public offering of the Issuer, the Class F Common Stock was reclassified and converted into Class B Common Stock on a one-for-one basis. F1 · derivative.expiration_date: At the closing of the initial public offering of the Issuer, the Class F Common Stock was reclassified and converted into Class B Common Stock on a one-for-one basis. F5 · ownership.nature: These shares are held by The Seed Investor 2021 Annuity Trust u/a/d 2/25/2021, for which Mr. Chen serves as the trustee. 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.