STOCK TITAN

NerdWallet (NRDS) discloses RSU tax withholding on 4,862 Class A shares

Filing Impact
(Neutral)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

NerdWallet, Inc. Chief Business Officer Samuel Yount reported a tax withholding transaction involving 4,862 shares of Class A common stock at $15.41 per share on December 2, 2025.

These shares were withheld by the company to satisfy tax obligations related to the vesting of restricted stock units, and Yount now beneficially owns 437,357 Class A shares directly, including 116,218 RSUs payable in stock.

He also reports indirect ownership of 358,116 Class A shares through trusts and 201,051 Class A shares through an LLC.

Positive

  • None.

Negative

  • None.
Insider YOUNT SAMUEL
Role Chief Business Officer
Type Security Shares Price Value
Tax Withholding Class A Common Stock 4,862 $15.41 $75K
holding Class A Common Stock -- -- --
holding Class A Common Stock -- -- --
Holdings After Transaction: Class A Common Stock — 437,357 shares (Direct); Class A Common Stock — 358,116 shares (Indirect, By Trusts)
Footnotes (1)
  1. Shares withheld by the Issuer to satisfy tax withholding obligation due to the vesting of Restricted Stock Units ("RSUs"). Includes 116,218 RSUs payable solely in the Class A Common Stock of the Issuer.
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).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
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)
12/02/2025
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 12/02/2025 F 4,862(1) D $15.41 437,357(2) D
Class A Common Stock 358,116 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 116,218 RSUs payable solely in the Class A Common Stock of the Issuer.
Remarks:
/s/ Bridgett Gatewood, Attorney-in-Fact for Samuel Yount 12/05/2025
** 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

What insider transaction did NerdWallet (NRDS) report for Samuel Yount?

The filing shows that Chief Business Officer Samuel Yount had 4,862 shares of NerdWallet Class A common stock withheld by the company on December 2, 2025 to cover taxes from vested restricted stock units.

How many NerdWallet (NRDS) shares were withheld for taxes in this Form 4?

The company withheld 4,862 shares of NerdWallet Class A common stock at a price of $15.41 per share to satisfy Yount’s tax withholding obligations tied to RSU vesting.

What is Samuel Yount’s role at NerdWallet (NRDS)?

Samuel Yount is identified as an officer of NerdWallet, serving as the company’s Chief Business Officer.

How many NerdWallet Class A shares does Samuel Yount own directly after this transaction?

After the reported tax withholding transaction, Samuel Yount beneficially owns 437,357 NerdWallet Class A common shares directly, which includes 116,218 RSUs payable solely in Class A stock.

Does Samuel Yount hold any NerdWallet (NRDS) shares indirectly?

Yes. Yount reports indirect ownership of 358,116 NerdWallet Class A shares held through trusts and 201,051 Class A shares held through an LLC.

What do the RSUs mentioned in the NerdWallet (NRDS) Form 4 represent?

The filing notes that Yount’s direct holdings include 116,218 restricted stock units (RSUs), which are payable solely in NerdWallet’s Class A common stock.