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STOCK TITAN

[Form 4] NerdWallet, Inc. Insider Trading Activity

Filing Impact
(High)
Filing Sentiment
(Negative)
Form Type
4
Rhea-AI Filing Summary

NerdWallet (NRDS) Form 4: On 11 Jul 2025 Chief Business Officer Samuel Yount satisfied tax withholding related to vested RSUs. The company withheld 201,544 Class A shares (Transaction Code F) at an assigned price of $10.59 per share. No open-market sale or purchase occurred.

Post-transaction, Yount’s direct beneficial ownership stands at 445,697 Class A shares, which includes 138,438 unvested RSUs. He also holds 401,751 shares via family trusts and 201,051 shares through an LLC, bringing total beneficial ownership to roughly 1.05 million shares.

The filing reflects routine equity-compensation tax settlement; it neither signals insider sentiment nor alters derivative exposure. No other material transactions or derivative activities were reported.

NerdWallet (NRDS) Modulo 4: L'11 luglio 2025 il Chief Business Officer Samuel Yount ha soddisfatto il pagamento delle imposte relative alle RSU maturate. L'azienda ha trattenuto 201.544 azioni di Classe A (Codice Transazione F) a un prezzo assegnato di 10,59 $ per azione. Non si è verificata alcuna vendita o acquisto sul mercato aperto.

Dopo la transazione, la proprietà diretta di Yount è di 445.697 azioni di Classe A, di cui 138.438 RSU non maturate. Detiene inoltre 401.751 azioni tramite trust familiari e 201.051 azioni attraverso una LLC, portando la proprietà totale a circa 1,05 milioni di azioni.

Il deposito riflette un regolare pagamento fiscale legato alla compensazione azionaria; non indica alcun sentimento interno né modifica l'esposizione ai derivati. Non sono state segnalate altre transazioni rilevanti o attività su derivati.

NerdWallet (NRDS) Formulario 4: El 11 de julio de 2025, el Director Comercial Samuel Yount cumplió con la retención de impuestos relacionada con RSU adquiridas. La compañía retuvo 201,544 acciones Clase A (Código de Transacción F) a un precio asignado de $10.59 por acción. No se realizó ninguna venta o compra en el mercado abierto.

Tras la transacción, la propiedad directa de Yount es de 445,697 acciones Clase A, que incluye 138,438 RSU no adquiridas. También posee 401,751 acciones a través de fideicomisos familiares y 201,051 acciones mediante una LLC, sumando una propiedad total de aproximadamente 1.05 millones de acciones.

La presentación refleja un liquidación fiscal rutinaria por compensación en acciones; no indica sentimiento interno ni altera la exposición a derivados. No se reportaron otras transacciones materiales ni actividades con derivados.

NerdWallet (NRDS) Form 4: 2025� 7� 11�, 최고사업책임� 사무� 윤트� 확정� RSU 관� 세금 원천징수� 완료했습니다. 회사� 201,544� 클래� A 주식(거래 코드 F)� 주당 $10.59� 지� 가격으� 원천징수했습니다. 공개 시장에서� 매매� 없었습니�.

거래 � 윤트� 직접 소유 지분은 445,697� 클래� A 주식이며, � � 138,438� 미확� RSU가 포함되어 있습니다. 또한 가� 신탁� 통해 401,751�LLC� 통해 201,051�� 보유하여 � 소유 지분은 � 105� �� 달합니다.

이번 신고� 일상적인 주식 보상 세금 정산� 반영하며, 내부자의 심리� 파생상품 노출 변화를 나타내지 않습니다. 다른 중요� 거래� 파생상품 활동은 보고되지 않았습니�.

NerdWallet (NRDS) Formulaire 4 : Le 11 juillet 2025, le Chief Business Officer Samuel Yount a réglé la retenue d'impôt liée aux RSU acquises. La société a retenu 201 544 actions de Classe A (Code de transaction F) à un prix attribué de 10,59 $ par action. Aucune vente ou achat sur le marché ouvert n'a eu lieu.

Après la transaction, la détention directe de Yount s'élève à 445 697 actions de Classe A, incluant 138 438 RSU non acquises. Il détient également 401 751 actions via des trusts familiaux et 201 051 actions par le biais d'une LLC, portant la détention totale à environ 1,05 million d'actions.

Le dépôt reflète un règlement fiscal courant lié à la rémunération en actions ; il ne signale ni sentiment d'initié ni modification de l'exposition aux dérivés. Aucune autre transaction significative ou activité sur dérivés n'a été rapportée.

NerdWallet (NRDS) Formular 4: Am 11. Juli 2025 erfüllte Chief Business Officer Samuel Yount die Steuerabführung im Zusammenhang mit erworbenen RSUs. Das Unternehmen behielt 201.544 Class A Aktien (Transaktionscode F) zu einem zugewiesenen Preis von 10,59 $ pro Aktie ein. Es erfolgte kein Verkauf oder Kauf am offenen Markt.

Nach der Transaktion hält Yount direkt 445.697 Class A Aktien, darunter 138.438 nicht erworbene RSUs. Zudem besitzt er 401.751 Aktien über Familienstiftungen und 201.051 Aktien über eine LLC, was eine Gesamtbeteiligung von etwa 1,05 Millionen Aktien ergibt.

Die Meldung spiegelt eine übliche steuerliche Abwicklung der Aktienvergütung wider; sie signalisiert weder Insider-Stimmung noch verändert sie die Derivate-Exponierung. Weitere wesentliche Transaktionen oder Derivateaktivitäten wurden nicht gemeldet.

Positive
  • None.
Negative
  • None.

Insights

TL;DR: Routine tax withholding; insider retains >1 M shares, no open-market selling—neutral signal.

The F-code indicates the shares were surrendered to the issuer to cover withholding taxes on RSU vesting, not sold into the market. Yount’s aggregate stake remains significant (~1.05 M shares), maintaining alignment with shareholders. Given NerdWallet’s ~70 M share float, the 201 K share withholding is immaterial (<0.3%). With no discretionary sales or new derivative positions, the filing has negligible impact on supply-demand dynamics or insider sentiment readings.

TL;DR: Standard Section 16 compliance; no governance red flags detected.

The timely Form 4 shows proper disclosure practice. Tax-withholding settlements are common for performance-based equity awards and do not indicate intent to exit. Yount’s remaining unvested RSUs (138 K) reinforce long-term incentive alignment. No clustered insider selling pattern is evident, so corporate governance risk remains unchanged.

NerdWallet (NRDS) Modulo 4: L'11 luglio 2025 il Chief Business Officer Samuel Yount ha soddisfatto il pagamento delle imposte relative alle RSU maturate. L'azienda ha trattenuto 201.544 azioni di Classe A (Codice Transazione F) a un prezzo assegnato di 10,59 $ per azione. Non si è verificata alcuna vendita o acquisto sul mercato aperto.

Dopo la transazione, la proprietà diretta di Yount è di 445.697 azioni di Classe A, di cui 138.438 RSU non maturate. Detiene inoltre 401.751 azioni tramite trust familiari e 201.051 azioni attraverso una LLC, portando la proprietà totale a circa 1,05 milioni di azioni.

Il deposito riflette un regolare pagamento fiscale legato alla compensazione azionaria; non indica alcun sentimento interno né modifica l'esposizione ai derivati. Non sono state segnalate altre transazioni rilevanti o attività su derivati.

NerdWallet (NRDS) Formulario 4: El 11 de julio de 2025, el Director Comercial Samuel Yount cumplió con la retención de impuestos relacionada con RSU adquiridas. La compañía retuvo 201,544 acciones Clase A (Código de Transacción F) a un precio asignado de $10.59 por acción. No se realizó ninguna venta o compra en el mercado abierto.

Tras la transacción, la propiedad directa de Yount es de 445,697 acciones Clase A, que incluye 138,438 RSU no adquiridas. También posee 401,751 acciones a través de fideicomisos familiares y 201,051 acciones mediante una LLC, sumando una propiedad total de aproximadamente 1.05 millones de acciones.

La presentación refleja un liquidación fiscal rutinaria por compensación en acciones; no indica sentimiento interno ni altera la exposición a derivados. No se reportaron otras transacciones materiales ni actividades con derivados.

NerdWallet (NRDS) Form 4: 2025� 7� 11�, 최고사업책임� 사무� 윤트� 확정� RSU 관� 세금 원천징수� 완료했습니다. 회사� 201,544� 클래� A 주식(거래 코드 F)� 주당 $10.59� 지� 가격으� 원천징수했습니다. 공개 시장에서� 매매� 없었습니�.

거래 � 윤트� 직접 소유 지분은 445,697� 클래� A 주식이며, � � 138,438� 미확� RSU가 포함되어 있습니다. 또한 가� 신탁� 통해 401,751�LLC� 통해 201,051�� 보유하여 � 소유 지분은 � 105� �� 달합니다.

이번 신고� 일상적인 주식 보상 세금 정산� 반영하며, 내부자의 심리� 파생상품 노출 변화를 나타내지 않습니다. 다른 중요� 거래� 파생상품 활동은 보고되지 않았습니�.

NerdWallet (NRDS) Formulaire 4 : Le 11 juillet 2025, le Chief Business Officer Samuel Yount a réglé la retenue d'impôt liée aux RSU acquises. La société a retenu 201 544 actions de Classe A (Code de transaction F) à un prix attribué de 10,59 $ par action. Aucune vente ou achat sur le marché ouvert n'a eu lieu.

Après la transaction, la détention directe de Yount s'élève à 445 697 actions de Classe A, incluant 138 438 RSU non acquises. Il détient également 401 751 actions via des trusts familiaux et 201 051 actions par le biais d'une LLC, portant la détention totale à environ 1,05 million d'actions.

Le dépôt reflète un règlement fiscal courant lié à la rémunération en actions ; il ne signale ni sentiment d'initié ni modification de l'exposition aux dérivés. Aucune autre transaction significative ou activité sur dérivés n'a été rapportée.

NerdWallet (NRDS) Formular 4: Am 11. Juli 2025 erfüllte Chief Business Officer Samuel Yount die Steuerabführung im Zusammenhang mit erworbenen RSUs. Das Unternehmen behielt 201.544 Class A Aktien (Transaktionscode F) zu einem zugewiesenen Preis von 10,59 $ pro Aktie ein. Es erfolgte kein Verkauf oder Kauf am offenen Markt.

Nach der Transaktion hält Yount direkt 445.697 Class A Aktien, darunter 138.438 nicht erworbene RSUs. Zudem besitzt er 401.751 Aktien über Familienstiftungen und 201.051 Aktien über eine LLC, was eine Gesamtbeteiligung von etwa 1,05 Millionen Aktien ergibt.

Die Meldung spiegelt eine übliche steuerliche Abwicklung der Aktienvergütung wider; sie signalisiert weder Insider-Stimmung noch verändert sie die Derivate-Exponierung. Weitere wesentliche Transaktionen oder Derivateaktivitäten wurden nicht gemeldet.

SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
1. Name and Address of Reporting Person*
YOUNT SAMUEL

(Last) (First) (Middle)
C/O NERDWALLET, INC.
4150 N. DRINKWATER BLVD., SUITE 200

(Street)
SCOTTSDALE AZ 85251

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
NERDWALLET, INC. [ NRDS ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
Chief Business Officer
3. Date of Earliest Transaction (Month/Day/Year)
07/11/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Class A Common Stock 07/11/2025 F 201,544(1) D $10.59 445,697(2) D
Class A Common Stock 401,751 I By Trusts
Class A Common Stock 201,051 I By LLC
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Shares withheld by the Issuer to satisfy tax withholding obligation due to the vesting of Restricted Stock Units ("RSUs").
2. Includes 138,438 RSUs payable solely in the Class A Common Stock of the Issuer.
Remarks:
/s/ Kathy Lee, Attorney-in-Fact for Samuel Yount 07/15/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

How many NerdWallet (NRDS) shares did Samuel Yount dispose of on 11 Jul 2025?

The filing shows 201,544 Class A shares were surrendered to cover tax withholding obligations.

What is Samuel Yount’s total beneficial ownership after the transaction?

Yount now holds 445,697 shares directly and 602,802 shares indirectly, totaling roughly 1.05 million shares.

Was this an open-market sale of NRDS stock?

No. The transaction code “F� indicates shares were withheld by the issuer for taxes, not sold in the market.

Did the Form 4 report any new options or derivative securities?

No. Table II shows no derivative securities were acquired or disposed of.

What portion of Yount’s direct holdings are still unvested RSUs?

The filing notes 138,438 RSUs remain unvested within his direct share count.
Nerdwallet, Inc.

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