Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NERDWALLET, INC.NRDS · Entity 2280 | Director | May 14, 2024 | May 16, 2024 |
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 May 14, 2024 · Filed May 16, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 45,320 |
Reported balance
After 2024-05-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-05-14 · Grant · Acquired 11,061 · Balance 45,320 F1: Represents Restricted Stock Units (RSUs) payable solely in Class A Common Stock of the Issuer. F2: Includes 30,200 Restricted Stock Units ("RSUs") payable solely in the Class A Common Stock of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Restricted Stock Units (RSUs) payable solely in Class A Common Stock of the Issuer.
F2: Includes 30,200 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 |
|---|---|---|---|---|---|---|
| May 14, 2024 Filed May 16, 2024 21:22 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GrantClass A Common Stock | 11,061 | $0.00 | $0.00 |
DisclosureSEC source: 0001625278-24-000114 · wk-form4_1715894518.xml · nonDerivative · entry 1 TAYLOR MAURICE KEVIN · CIK 0001948676 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,320 F1 · shares: Represents Restricted Stock Units (RSUs) payable solely in Class A Common Stock of the Issuer. F2 · balance_after: Includes 30,200 Restricted Stock Units ("RSUs") payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| November 10, 2023 Filed Nov 14, 2023 22:05 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GiftClass A Common Stock | 8,769 | $0.00 | $0.00 |
DisclosureSEC source: 0001625278-23-000122 · wk-form4_1699999519.xml · nonDerivative · entry 1 TAYLOR MAURICE KEVIN · CIK 0001948676 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,259 F1 · kind: Represents a bona fide gift made by Reporting Person to a charitable donor advised fund. F1 · shares: Represents a bona fide gift made by Reporting Person to a charitable donor advised fund. F2 · balance_after: Includes 34,259 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| November 02, 2023 Filed Nov 6, 2023 22:37 UTC | NERDWALLET, INC. NRDS · Entity 2280 | SaleClass A Common Stock | 800 | $11.04 | $8,832.00 |
DisclosureSEC source: 0001625278-23-000120 · wk-form4_1699310220.xml · nonDerivative · entry 1 TAYLOR MAURICE KEVIN · CIK 0001948676 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,028 F1 · kind: Represents shares sold by the Reporting Person to cover his estimated tax liability in connection with the prior vesting and settlement of restricted stock units. F2 · balance_after: Includes 34,259 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| May 24, 2023 Filed May 26, 2023 21:26 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GrantClass A Common Stock | 15,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001625278-23-000073 · wk-form4_1685136397.xml · nonDerivative · entry 1 TAYLOR MAURICE KEVIN · CIK 0001948676 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,828 F1 · shares: Represents Restricted Stock Units payable solely in Class A Common Stock of the Issuer. F2 · balance_after: Includes 43,828 Restricted Stock Units payable solely in Class A Common Stock of the Issuer. Read SEC document |
| October 01, 2022 Filed Oct 3, 2022 22:20 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GrantClass A Common Stock | 28,708 | $0.00 | $0.00 |
DisclosureSEC source: 0001625278-22-000154 · wf-form4_166483519087291.xml · nonDerivative · entry 1 TAYLOR MAURICE KEVIN · CIK 0001948676 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,708 F1 · shares: Represents Restricted Stock Units 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.