Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NERDWALLET, INC.NRDS · Entity 2280 | Chief Business Officer | March 17, 2026 | March 20, 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 March 17, 2026 · Filed March 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trusts | 349,441 |
Reported balance
After 2026-03-17 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-03-17 · Sale · Disposed 6,154 · Balance 349,441 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.10 to $10.43, 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. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trusts | 314,039 |
Reported balance
After 2026-03-17 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-03-17 · Sale · Disposed 35,402 · Balance 314,039 F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.10 to $10.47, 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. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trusts | 307,885 |
Reported balance
After 2026-03-17 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2026-03-17 · Sale · Disposed 6,154 · Balance 307,885 F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.10 to $10.44, inclusive. The Reporting Person undertakes to provide to the Issuer, or 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. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy LLC | 173,973 |
Reported balance
After 2026-03-17 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2026-03-17 · Sale · Disposed 24,278 · Balance 173,973 F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.10 to $10.50, inclusive. The Reporting Person undertakes to provide to the Issuer, or 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. |
| Class A Common StockSEC Table I · non-derivative | Direct | 433,578 |
Reported balance
Holding disclosure · report date 2026-03-17 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 433,578 F5: Includes 105,107 Restricted Stock Units ("RSUs") payable solely in the Class A Common Stock of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.10 to $10.43, 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.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.10 to $10.47, 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.
F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.10 to $10.44, inclusive. The Reporting Person undertakes to provide to the Issuer, or 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.
F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.10 to $10.50, inclusive. The Reporting Person undertakes to provide to the Issuer, or 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.
F5: Includes 105,107 Restricted Stock Units ("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 |
|---|---|---|---|---|---|---|
| December 05, 2023 Filed Dec 7, 2023 23:55 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 1,345 | $12.08 | $16,247.60 |
DisclosureSEC source: 0001625278-23-000126 · wk-form4_1701993294.xml · nonDerivative · entry 1 YOUNT SAMUEL · CIK 0001962871 · VP, General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,356,551 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 518,592 RSUs payable solely in the Class A Common Stock of the Issuer. F3 · balance_after: Also includes 54,832 shares that were inadvertently omitted from the Form 3/A filed on September 8, 2023 due to administrative error. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 23:35 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 6,147 | $9.14 | $56,183.58 |
DisclosureSEC source: 0001625278-23-000100 · wk-form4_1694043305.xml · nonDerivative · entry 1 YOUNT SAMUEL · CIK 0001962871 · VP, General Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,303,064 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 521,634 RSUs payable solely in the Class A Common Stock of the Issuer. F3 · balance_after: Includes 2,593 shares acquired by Reporting Person under the Issuer's 2021 Employee Stock Purchase Plan on June 30, 2023. 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.