Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NERDWALLET, INC.NRDS · Entity 2280 | Chief Business Officer | March 21, 2024 | March 25, 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 March 21, 2024 · Filed March 25, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 282,818 |
Reported balance
After 2024-03-21 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-03-21 · Grant · Acquired 59,340 · Balance 282,818 F1: Represents Restricted Stock Units ("RSUs") payable solely in Class A Common Stock of the Issuer. F2: Includes 113,697 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 113,697 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 |
|---|---|---|---|---|---|---|
| March 21, 2024 Filed Mar 25, 2024 21:09 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GrantClass A Common Stock | 59,340 | $0.00 | $0.00 |
DisclosureSEC source: 0001625278-24-000064 · wk-form4_1711400949.xml · nonDerivative · entry 1 Yuann Kevin · CIK 0001889453 · Chief Business Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 282,818 F1 · shares: Represents Restricted Stock Units ("RSUs") payable solely in Class A Common Stock of the Issuer. F2 · balance_after: Includes 113,697 RSUs payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| March 01, 2024 Filed Mar 6, 2024 00:31 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 3,018 | $16.91 | $51,034.38 |
DisclosureSEC source: 0001625278-24-000043 · wk-form4_1709685088.xml · nonDerivative · entry 1 Yuann Kevin · CIK 0001889453 · Chief Business Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 223,478 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 54,357 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| December 05, 2023 Filed Dec 7, 2023 23:52 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 2,730 | $12.08 | $32,978.40 |
DisclosureSEC source: 0001625278-23-000124 · wk-form4_1701993111.xml · nonDerivative · entry 1 Yuann Kevin · CIK 0001889453 · Chief Business Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 226,496 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 62,247 RSUs payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| September 05, 2023 Filed Sep 6, 2023 23:36 UTC | NERDWALLET, INC. NRDS · Entity 2280 | SaleClass A Common Stock | 2,570 | $8.96 | $23,032.08 |
DisclosureSEC source: 0001625278-23-000102 · wk-form4_1694043390.xml · nonDerivative · entry 2 Yuann Kevin · CIK 0001889453 · Chief Business Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 229,226 F2 · shares: The sales reported were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 15, 2022. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $8.8675 to $9.0150, 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. F4 · balance_after: Includes 70,135 RSUs payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 23:36 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 2,731 | $9.14 | $24,961.34 |
DisclosureSEC source: 0001625278-23-000102 · wk-form4_1694043390.xml · nonDerivative · entry 1 Yuann Kevin · CIK 0001889453 · Chief Business Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 231,796 F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligation due to the vesting of Restricted Stock Units ("RSUs"). Read SEC document |
| June 02, 2023 Filed Jun 5, 2023 22:03 UTC | NERDWALLET, INC. NRDS · Entity 2280 | SaleClass A Common Stock | 2,570 | $9.97 | $25,622.90 |
DisclosureSEC source: 0001625278-23-000081 · wk-form4_1686002625.xml · nonDerivative · entry 2 Yuann Kevin · CIK 0001889453 · Chief Business Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 234,527 F2 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 15, 2022. F3 · balance_after: Includes 78,023 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 22:03 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 2,731 | $9.58 | $26,162.98 |
DisclosureSEC source: 0001625278-23-000081 · wk-form4_1686002625.xml · nonDerivative · entry 1 Yuann Kevin · CIK 0001889453 · Chief Business Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 237,097 F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligation due to the vesting of Restricted Stock Units ("RSUs"). Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 21:57 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GrantClass A Common Stock | 42,594 | $0.00 | $0.00 |
DisclosureSEC source: 0001625278-23-000036 · wf-form4_167909025467008.xml · nonDerivative · entry 2 Yuann Kevin · CIK 0001889453 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,828 F1 · shares: Represents Restricted Stock Units ("RSUs") payable solely in Class A Common Stock of the Issuer. F2 · balance_after: Includes 85,911 RSUs payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 21:57 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GrantClass A Common Stock | 5,178 | $0.00 | $0.00 |
DisclosureSEC source: 0001625278-23-000036 · wf-form4_167909025467008.xml · nonDerivative · entry 1 Yuann Kevin · CIK 0001889453 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,234 F1 · shares: Represents Restricted Stock Units ("RSUs") payable solely in Class A Common Stock of the Issuer. Read SEC document |
| March 03, 2023 Filed Mar 3, 2023 23:46 UTC | NERDWALLET, INC. NRDS · Entity 2280 | SaleClass A Common Stock | 1,225 | $21.58 | $26,435.50 |
DisclosureSEC source: 0001625278-23-000031 · wf-form4_167788718129193.xml · nonDerivative · entry 3 Yuann Kevin · CIK 0001889453 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,056 F2 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 15, 2022. F4 · balance_after: Includes 38,139 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| March 02, 2023 Filed Mar 3, 2023 23:46 UTC | NERDWALLET, INC. NRDS · Entity 2280 | SaleClass A Common Stock | 2,357 | $21.14 | $49,826.98 |
DisclosureSEC source: 0001625278-23-000031 · wf-form4_167788718129193.xml · nonDerivative · entry 2 Yuann Kevin · CIK 0001889453 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,281 F2 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 15, 2022. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $21.09 to $21.30, 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 sold at each separate price within the range set forth above. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:46 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 1,576 | $20.42 | $32,181.92 |
DisclosureSEC source: 0001625278-23-000031 · wf-form4_167788718129193.xml · nonDerivative · entry 1 Yuann Kevin · CIK 0001889453 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,638 F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligation due to the vesting of Restricted Stock Units ("RSUs"). Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 22:21 UTC | NERDWALLET, INC. NRDS · Entity 2280 | SaleClass A Common Stock | 2,450 | $20.00 | $49,000.00 |
DisclosureSEC source: 0001625278-23-000025 · wf-form4_167770925242432.xml · nonDerivative · entry 1 Yuann Kevin · CIK 0001889453 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,214 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 15, 2022. F2 · balance_after: Includes 42,072 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| January 17, 2023 Filed Jan 18, 2023 22:15 UTC | NERDWALLET, INC. NRDS · Entity 2280 | SaleClass A Common Stock | 6,526 | $10.23 | $66,753.80 |
DisclosureSEC source: 0001625278-23-000005 · wf-form4_167408008477885.xml · nonDerivative · entry 1 Yuann Kevin · CIK 0001889453 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,664 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 15, 2022. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.11 to $10.36, 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 · balance_after: Includes 42,072 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| December 12, 2022 Filed Dec 13, 2022 22:09 UTC | NERDWALLET, INC. NRDS · Entity 2280 | SaleClass A Common Stock | 1,500 | $9.97 | $14,955.00 |
DisclosureSEC source: 0001625278-22-000185 · wf-form4_167096932873431.xml · nonDerivative · entry 1 Yuann Kevin · CIK 0001889453 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,190 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 16, 2021. F2 · balance_after: Includes 42,072 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| December 02, 2022 Filed Dec 5, 2022 22:33 UTC | NERDWALLET, INC. NRDS · Entity 2280 | SaleClass A Common Stock | 1,188 | $12.94 | $15,372.72 |
DisclosureSEC source: 0001625278-22-000181 · wf-form4_167027957410020.xml · nonDerivative · entry 2 Yuann Kevin · CIK 0001889453 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,690 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $12.92 to $12.97, 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 · balance_after: Includes 42,072 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| December 01, 2022 Filed Dec 5, 2022 22:33 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 1,325 | $13.17 | $17,450.25 |
DisclosureSEC source: 0001625278-22-000181 · wf-form4_167027957410020.xml · nonDerivative · entry 1 Yuann Kevin · CIK 0001889453 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,878 F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligation due to the vesting of Restricted Stock Units ("RSUs"). Read SEC document |
| November 11, 2022 Filed Nov 14, 2022 22:10 UTC | NERDWALLET, INC. NRDS · Entity 2280 | SaleClass A Common Stock | 1,500 | $13.14 | $19,710.00 |
DisclosureSEC source: 0001625278-22-000173 · wf-form4_166846378636855.xml · nonDerivative · entry 1 Yuann Kevin · CIK 0001889453 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,203 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 16, 2021. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $12.87 to $13.61, 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 · balance_after: Includes 43,004 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| October 11, 2022 Filed Oct 12, 2022 22:38 UTC | NERDWALLET, INC. NRDS · Entity 2280 | SaleClass A Common Stock | 1,500 | $11.28 | $16,920.00 |
DisclosureSEC source: 0001625278-22-000158 · wf-form4_166561428356135.xml · nonDerivative · entry 1 Yuann Kevin · CIK 0001889453 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,703 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 16, 2021. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.95 to $11.66, 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 · balance_after: Includes 44,504 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| September 12, 2022 Filed Sep 14, 2022 20:36 UTC | NERDWALLET, INC. NRDS · Entity 2280 | SaleClass A Common Stock | 1,500 | $11.27 | $16,905.00 |
DisclosureSEC source: 0001625278-22-000142 · wf-form4_166318775939200.xml · nonDerivative · entry 1 Yuann Kevin · CIK 0001889453 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,203 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 16, 2021. F2 · balance_after: Includes 46,004 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 21:30 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 1,362 | $10.28 | $14,001.36 |
DisclosureSEC source: 0001625278-22-000140 · wf-form4_166249982674218.xml · nonDerivative · entry 1 Yuann Kevin · CIK 0001889453 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,703 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 46,004 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| August 10, 2022 Filed Aug 11, 2022 21:37 UTC | NERDWALLET, INC. NRDS · Entity 2280 | SaleClass A Common Stock | 1,500 | $10.11 | $15,157.50 |
DisclosureSEC source: 0001625278-22-000123 · wf-form4_166025384833766.xml · nonDerivative · entry 1 Yuann Kevin · CIK 0001889453 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,065 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 16, 2021. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.95 to $10.33, 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 · balance_after: Includes 48,782 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| July 11, 2022 Filed Jul 13, 2022 20:57 UTC | NERDWALLET, INC. NRDS · Entity 2280 | SaleClass A Common Stock | 1,500 | $8.83 | $13,242.00 |
DisclosureSEC source: 0001625278-22-000112 · wf-form4_165774583041201.xml · nonDerivative · entry 1 Yuann Kevin · CIK 0001889453 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,565 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 16, 2021. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $8.75 to $8.93, 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 |
| June 09, 2022 Filed Jun 13, 2022 21:55 UTC | NERDWALLET, INC. NRDS · Entity 2280 | SaleClass A Common Stock | 1,500 | $11.14 | $16,710.00 |
DisclosureSEC source: 0001625278-22-000083 · wf-form4_165515733248148.xml · nonDerivative · entry 1 Yuann Kevin · CIK 0001889453 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,065 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 16, 2021. F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $10.88 to $11.57, 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 · balance_after: Includes 49,937 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 23:56 UTC | NERDWALLET, INC. NRDS · Entity 2280 | SaleClass A Common Stock | 1,155 | $11.90 | $13,744.50 |
DisclosureSEC source: 0001625278-22-000079 · wf-form4_165455978800434.xml · nonDerivative · entry 2 Yuann Kevin · CIK 0001889453 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,565 F2 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 16, 2021. F3 · balance_after: Includes 49,937 Restricted Stock Units payable solely in Class A Common Stock of the Issuer. Read SEC document |
| June 02, 2022 Filed Jun 6, 2022 23:56 UTC | NERDWALLET, INC. NRDS · Entity 2280 | SaleClass A Common Stock | 1,396 | $11.99 | $16,735.53 |
DisclosureSEC source: 0001625278-22-000079 · wf-form4_165455978800434.xml · nonDerivative · entry 1 Yuann Kevin · CIK 0001889453 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,720 F1 · shares: Represents shares of Class A Common Stock automatically sold to satisfy tax liability upon vesting and settlement of Restricted Stock Units. Read SEC document |
| May 09, 2022 Filed May 11, 2022 20:21 UTC | NERDWALLET, INC. NRDS · Entity 2280 | SaleClass A Common Stock | 3,524 | $8.08 | $28,484.14 |
DisclosureSEC source: 0001625278-22-000056 · wf-form4_165230047151307.xml · nonDerivative · entry 1 Yuann Kevin · CIK 0001889453 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,116 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 16, 2021. F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $7.7100 to $8.3700, 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 · balance_after: Includes 57,543 Restricted Stock Units payable solely in Class A Common Stock of the Issuer. Read SEC document |
| March 24, 2022 Filed Mar 28, 2022 22:46 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GrantEmployee Stock Options (right to buy) · Derivative | 85,616 | $0.00 Strike: $12.64 | $0.00 |
DisclosureSEC source: 0001625278-22-000035 · wf-form4_164850759667125.xml · derivative · entry 2 Yuann Kevin · CIK 0001889453 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,616 Underlying: Class A Common Stock · 85,616 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 22:46 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GrantClass A Common Stock | 34,246 | $0.00 | $0.00 |
DisclosureSEC source: 0001625278-22-000035 · wf-form4_164850759667125.xml · nonDerivative · entry 1 Yuann Kevin · CIK 0001889453 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,640 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 21:06 UTC | NERDWALLET, INC. NRDS · Entity 2280 | SaleClass A Common Stock | 869 | $9.51 | $8,265.75 |
DisclosureSEC source: 0001625278-22-000011 · wf-form4_164642792208144.xml · nonDerivative · entry 1 Yuann Kevin · CIK 0001889453 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,394 F1 · shares: Represents shares of Class A Common Stock automatically sold to satisfy tax withholding obligations upon the settlement of Restricted Stock Units granted on March 18, 2020 and March 29, 2021. Read SEC document |
| December 02, 2021 Filed Dec 6, 2021 20:59 UTC | NERDWALLET, INC. NRDS · Entity 2280 | SaleClass A Common Stock | 691 | $15.99 | $11,047.29 |
DisclosureSEC source: 0001628280-21-024580 · wf-form4_163882436441816.xml · nonDerivative · entry 1 Yuann Kevin · CIK 0001889453 · Chief Business Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,263 F1 · kind: Represents shares of Class A Common Stock automatically sold to satisfy tax withholding obligations upon the settlement of Restricted Stock Units granted on March 18, 2020 and March 29, 2021. 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.