Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MediaAlpha, Inc.MAX · Entity 1093 | Director | May 15, 2026 | May 22, 2026 |
| NERDWALLET, INC.NRDS · Entity 2280 | Chief Financial Officer | March 03, 2025 | March 05, 2025 |
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.
MediaAlpha, Inc.
Report date May 15, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 20,900 |
Reported balance
After 2026-05-15 transaction · row 1
1 source rowRow 1 · 2026-05-15 · Grant · Acquired 20,900 · Balance 20,900 F1: Consists of restricted stock units granted to the Reporting Person under the Issuer's Omnibus Incentive Plan, in connection with the Reporting Person's service on the Issuer's board of directors. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock upon vesting. All such restricted stock units will vest on the earlier of May 5, 2027 or the date of the Issuer's 2027 Annual Meeting, subject to the Reporting Person's continued service through the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of restricted stock units granted to the Reporting Person under the Issuer's Omnibus Incentive Plan, in connection with the Reporting Person's service on the Issuer's board of directors. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock upon vesting. All such restricted stock units will vest on the earlier of May 5, 2027 or the date of the Issuer's 2027 Annual Meeting, subject to the Reporting Person's continued service through the applicable vesting date.
NERDWALLET, INC.
Report date March 03, 2025 · Filed March 05, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 307,606 |
Reported balance
After 2025-03-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-03-03 · Tax withholding · Disposed 5,494 · Balance 307,606 F1: Shares withheld by the Issuer to satisfy tax withholding obligation due to the vesting of Restricted Stock Units ("RSUs"). F2: Includes 134,822 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 the vesting of Restricted Stock Units ("RSUs").
F2: Includes 134,822 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 |
|---|---|---|---|---|---|---|
| May 15, 2026 Filed May 22, 2026 22:52 UTC | MediaAlpha, Inc. MAX · Entity 1093 | GrantClass A Common Stock | 20,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001818383-26-000156 · wk-form4_1779490341.xml · nonDerivative · entry 1 StClair Lauren · CIK 0001891526 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,900 F1 · shares: Consists of restricted stock units granted to the Reporting Person under the Issuer's Omnibus Incentive Plan, in connection with the Reporting Person's service on the Issuer's board of directors. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock upon vesting. All such restricted stock units will vest on the earlier of May 5, 2027 or the date of the Issuer's 2027 Annual Meeting, subject to the Reporting Person's continued service through the applicable vesting date. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 21:37 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 5,494 | $10.09 | $55,434.46 |
DisclosureSEC source: 0001625278-25-000028 · wk-form4_1741210663.xml · nonDerivative · entry 1 StClair Lauren · CIK 0001891526 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 307,606 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 134,822 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 | SaleClass A Common Stock | 11,856 | $14.04 | $166,458.24 |
DisclosureSEC source: 0001625278-24-000167 · wk-form4_1733353246.xml · nonDerivative · entry 1 StClair Lauren · CIK 0001891526 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 313,100 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 153,023 RSUs payable solely in the Class A Common Stock of the Issuer. F3 · balance_after: Includes 949 shares acquired by the Reporting Person under the Issuer's 2021 Employee Stock Purchase Plan on October 31, 2024. Read SEC document |
| September 03, 2024 Filed Sep 6, 2024 22:38 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 11,913 | $12.60 | $150,103.80 |
DisclosureSEC source: 0001625278-24-000148 · wk-form4_1725662282.xml · nonDerivative · entry 1 StClair Lauren · CIK 0001891526 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 324,007 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 179,311 RSUs payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| June 03, 2024 Filed Jun 5, 2024 22:37 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 12,019 | $13.89 | $166,943.91 |
DisclosureSEC source: 0001625278-24-000123 · wk-form4_1717627067.xml · nonDerivative · entry 1 StClair Lauren · CIK 0001891526 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 335,920 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 205,600 RSUs payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| March 21, 2024 Filed Mar 25, 2024 21:12 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GrantClass A Common Stock | 98,661 | $0.00 | $0.00 |
DisclosureSEC source: 0001625278-24-000066 · wk-form4_1711401113.xml · nonDerivative · entry 1 StClair Lauren · CIK 0001891526 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 347,939 F1 · shares: Represents Restricted Stock Units ("RSUs") payable solely in Class A Common Stock of the Issuer. F2 · balance_after: Includes 231,888 RSUs payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| March 01, 2024 Filed Mar 6, 2024 00:33 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 10,318 | $16.91 | $174,477.38 |
DisclosureSEC source: 0001625278-24-000045 · wk-form4_1709685222.xml · nonDerivative · entry 1 StClair Lauren · CIK 0001891526 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 249,278 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 133,227 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| December 05, 2023 Filed Dec 7, 2023 23:59 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 10,418 | $12.08 | $125,849.44 |
DisclosureSEC source: 0001625278-23-000128 · wk-form4_1701993532.xml · nonDerivative · entry 1 StClair Lauren · CIK 0001891526 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 259,596 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 154,645 RSUs payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 23:34 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 10,621 | $9.14 | $97,075.94 |
DisclosureSEC source: 0001625278-23-000099 · wk-form4_1694043236.xml · nonDerivative · entry 1 StClair Lauren · CIK 0001891526 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 270,014 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 176,061 RSUs payable solely in the Class A Common Stock of the Issuer. F3 · balance_after: Includes 1,389 shares acquired by Reporting Person under the Issuer's 2021 Employee Stock Purchase Plan on June 30, 2023. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 22:02 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 10,621 | $9.58 | $101,749.18 |
DisclosureSEC source: 0001625278-23-000079 · wk-form4_1686002518.xml · nonDerivative · entry 1 StClair Lauren · CIK 0001891526 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 279,246 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 197,478 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 22:00 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GrantClass A Common Stock | 5,178 | $0.00 | $0.00 |
DisclosureSEC source: 0001625278-23-000040 · wf-form4_167909039242477.xml · nonDerivative · entry 2 StClair Lauren · CIK 0001891526 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 289,867 F1 · shares: Represents Restricted Stock Units ("RSUs") payable solely in Class A Common Stock of the Issuer. F2 · balance_after: Includes 218,895 RSUs payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 22:00 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GrantClass A Common Stock | 78,845 | $0.00 | $0.00 |
DisclosureSEC source: 0001625278-23-000040 · wf-form4_167909039242477.xml · nonDerivative · entry 1 StClair Lauren · CIK 0001891526 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 284,689 F1 · shares: Represents Restricted Stock Units ("RSUs") payable solely in Class A Common Stock of the Issuer. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:14 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 7,611 | $20.42 | $155,416.62 |
DisclosureSEC source: 0001625278-23-000029 · wf-form4_167788161820386.xml · nonDerivative · entry 1 StClair Lauren · CIK 0001891526 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205,844 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 134,872 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| December 01, 2022 Filed Dec 5, 2022 22:28 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 7,398 | $13.17 | $97,431.66 |
DisclosureSEC source: 0001625278-22-000177 · wf-form4_167027931005492.xml · nonDerivative · entry 1 StClair Lauren · CIK 0001891526 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,455 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 150,067 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 21:28 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 7,535 | $10.28 | $77,459.80 |
DisclosureSEC source: 0001625278-22-000137 · wf-form4_166249967859322.xml · nonDerivative · entry 1 StClair Lauren · CIK 0001891526 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,853 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 165,262 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer. F3 · balance_after: Includes 2,777 shares acquired by Reporting Person under the Issuer's 2021 Employee Stock Purchase Plan on June 30, 2022. Read SEC document |
| June 02, 2022 Filed Jun 7, 2022 00:03 UTC | NERDWALLET, INC. NRDS · Entity 2280 | SaleClass A Common Stock | 5,532 | $11.99 | $66,318.72 |
DisclosureSEC source: 0001625278-22-000080 · wf-form4_165456018133356.xml · nonDerivative · entry 1 StClair Lauren · CIK 0001891526 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,611 F1 · shares: Represents shares of Class A Common Stock automatically sold to satisfy tax liability upon vesting and settlement of Restricted Stock Units. F2 · balance_after: Includes 180,457 Restricted Stock Units payable solely in Class A Common Stock of the Issuer. Read SEC document |
| March 24, 2022 Filed Mar 28, 2022 22:44 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GrantEmployee Stock Options (right to buy) · Derivative | 214,041 | $0.00 Strike: $12.64 | $0.00 |
DisclosureSEC source: 0001625278-22-000031 · wf-form4_164850742411781.xml · derivative · entry 2 StClair Lauren · CIK 0001891526 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,041 Underlying: Class A Common Stock · 214,041 shares Expires 2032-03-23 F2 · derivative.exercise_date: 1/48th of the shares subject to the option vest on each monthly anniversary measured from 4/1/22, the Vesting Commencement Date, 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 24, 2022 Filed Mar 28, 2022 22:44 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GrantClass A Common Stock | 85,616 | $0.00 | $0.00 |
DisclosureSEC source: 0001625278-22-000031 · wf-form4_164850742411781.xml · nonDerivative · entry 1 StClair Lauren · CIK 0001891526 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231,143 F1 · shares: Represents Restricted Stock Units payable solely in Class A Common Stock of the Issuer. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 21:07 UTC | NERDWALLET, INC. NRDS · Entity 2280 | SaleClass A Common Stock | 19,369 | $9.51 | $184,234.05 |
DisclosureSEC source: 0001625278-22-000012 · wf-form4_164642801238108.xml · nonDerivative · entry 1 StClair Lauren · CIK 0001891526 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,527 F1 · shares: Represents shares of Class A Common Stock automatically sold to satisfy tax liability upon vesting and settlement of Restricted Stock Units granted on December 16, 2020. 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.