Welcome to our dedicated page for Nerdwallet SEC filings (Ticker: NRDS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
NerdWallet, Inc. (Nasdaq: NRDS) files a range of documents with the U.S. Securities and Exchange Commission that provide detailed insight into its operations as a personal finance website and app. On this NRDS filings page at Stock Titan, you can review NerdWallet’s regulatory disclosures alongside AI-powered summaries that help explain the key points in accessible language.
Core filings such as annual reports on Form 10-K and quarterly reports on Form 10-Q describe how NerdWallet organizes its business across revenue categories including insurance, credit cards, SMB products, loans and emerging verticals. These reports explain, for example, that insurance revenue comes from consumer insurance products such as auto, life and pet insurance, while loans revenue includes personal loans, mortgages, student loans and auto loans, and emerging verticals revenue covers banking, investing and international product sources. Management also discusses non-GAAP measures like non-GAAP operating income and adjusted EBITDA, outlining how these metrics are used internally and how they differ from GAAP results.
Current reports on Form 8-K provide timely updates on specific events. For NRDS, recent 8-K filings have disclosed amendments to the company’s share repurchase authorization, increasing the total amount authorized for repurchases of Class A common stock, and an amendment to its credit agreement that, among other items, designates certain subsidiaries as unrestricted and permits those entities to make acquisitions. Other 8-Ks furnish earnings press releases and note the posting of shareholder letters and investor materials on the company’s investor relations site.
On Stock Titan, NerdWallet’s SEC filings are updated in near real time as they appear on EDGAR. AI-generated highlights can help you quickly identify topics such as changes in capital allocation policies, credit facility terms, revenue composition by product category, and the use of non-GAAP metrics. You can also access insider transaction reports on Form 4 and proxy materials on Schedule 14A when available, using the summaries to better understand executive ownership, compensation structures and governance matters without reading every page of each filing.
NERDWALLET, INC. Chief Revenue Officer Sam Brian Mischner filed an initial ownership report showing direct holdings in both common stock and employee stock options. He directly owns 251,297 shares of Class A Common Stock, reflecting his current equity stake.
He also holds employee stock options covering 321,986 shares of Class A Common Stock with a $10.97 exercise price expiring on June 29, 2035, and options covering 180,608 shares with a $10.18 exercise price expiring on March 17, 2036. Footnotes state that each option grant vests 25% on the first anniversary of its vesting commencement date, then monthly over four years, subject to continued service.
NerdWallet Inc: The Vanguard Group filed an Amendment No. 4 to Schedule 13G/A reporting beneficial ownership of 0 shares of Common Stock, equal to 0%, following an internal realignment dated 01/12/2026. The filing states certain Vanguard subsidiaries will report beneficial ownership separately in reliance on SEC Release No. 34-39538.
The filing is signed by Ashley Grim on 03/26/2026 and notes that no single other person holds more than 5% of the class. The disclosure reflects reallocated reporting among Vanguard entities rather than an active purchase or sale of NerdWallet stock.
NerdWallet, Inc. reported that its Board of Directors approved amendments to the company’s Code of Business Conduct on March 19, 2026. The Code applies to all directors, officers and employees, including the principal executive, financial and accounting officers and those performing similar functions.
The revisions are intended to improve the clarity, organization and scope of the Code. They add defined terms, specify roles and responsibilities, and expand coverage to new focus areas such as artificial intelligence. The updated Code is available on NerdWallet’s investor relations website, though the website’s contents are not incorporated into this report.
NERDWALLET, INC. reported that Chief Accounting Officer Nicholas Tatum acquired 28,517 shares of its Class A Common Stock through a grant of Restricted Stock Units (RSUs) payable solely in Class A Common Stock. Following this award, Tatum directly holds 75,719 shares, which the footnotes state include 63,845 RSUs.
NERDWALLET, INC. Chief Financial Officer Jun Hyung Lee reported compensation-related equity grants, not open-market trades. He received 256,653 employee stock options to buy Class A Common Stock at an exercise price of $10.1800 per share, expiring on March 17, 2036. He was also granted 128,326 Restricted Stock Units (RSUs) payable solely in Class A Common Stock, contributing to a total of 415,958 RSUs reported as of this filing. The option vests monthly, with 1/48 of the shares vesting on each monthly anniversary starting March 18, 2026, so the award becomes fully vested on the fourth anniversary of that date. Following these grants, Lee directly holds 831,916 options and 415,958 RSUs, showing a substantial ongoing equity stake aligned with company performance.
NerdWallet, Inc. Chief Business Officer Samuel Yount reported open-market sales of 71,988 shares of Class A common stock on March 17, 2026. The sales, executed through trusts and an LLC, were priced at weighted averages of $10.26 and $10.33 per share.
Footnotes state the transactions occurred in multiple trades within price ranges from $10.10 up to $10.50. After these sales, entities associated with Yount hold 173,973 shares indirectly, and he holds 433,578 shares directly, including 105,107 restricted stock units payable in Class A common stock.
NRDS submitted a Form 144 notifying a proposed sale of 24,278 shares of Class A Common Stock, dated 03/17/2026. The filing lists recent transactions by related holders, including Bearman Trust which sold 2,800 shares and Yount Family Rev Trust which sold 211 shares on 03/12/2026. The statement identifies the broker-dealer Morgan Stanley Smith Barney LLC and lists the NASDAQ as the market.
NRDS — Notice of proposed resale of Class A Common shares
This filing lists proposed sales of Class A Common stock. It shows two selling entities — BEARMAN TRUST and YOUNT FAMILY REV TRUST — reported sales on 03/12/2026 of 2,800 and 211 shares respectively, with proceeds shown as $29,708.00 and $2,236.60.
NRDS related parties reported proposed sales of Class A Common stock under a Form 144 notice. The excerpt lists a sale of 2,800 shares by BEARMAN TRUST and 211 shares by YOUNT FAMILY REV TRUST, both dated 03/12/2026.
The filing shows these entries alongside numeric figures 29708.00 and 2236.60 respectively. The notice references Class A Common and NASDAQ; specific cash‑flow recipient details and broader ownership context are not included in the excerpt.
Notorem, Inc. brokered filings report dispositions of Class A Common shares. On 03/12/2026, BEARMAN TRUST transacted 2,800 shares for $29,708.00 and YOUNT FAMILY REV TRUST transacted 211 shares for $2,236.60.
The notices were submitted via broker Morgan Stanley Smith Barney LLC Executive Financial Services and reference NASDAQ trading for symbol NRDS.