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 |
|---|---|---|---|---|---|---|
| November 08, 2021 Filed Nov 10, 2021 20:38 UTC | NERDWALLET, INC. NRDS · Entity 2280 | ConversionClass F Common Stock · Derivative | 2,639,121 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001891456-21-000003 · wf-form4_163657670524673.xml · derivative · entry 3 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: 0 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. 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. 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 F Common Stock · Derivative | 4,405,720 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001891456-21-000003 · wf-form4_163657670524673.xml · derivative · entry 2 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: 0 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. 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. 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 F Common Stock · Derivative | 16,190,811 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001891456-21-000003 · wf-form4_163657670524673.xml · derivative · entry 1 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: 0 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. 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. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.