Welcome to our dedicated page for Nerdy SEC filings (Ticker: NRDY), 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.
The Nerdy Inc. (NYSE: NRDY) SEC filings page provides access to the company’s official regulatory disclosures, including current reports on Form 8-K and other documents filed with the U.S. Securities and Exchange Commission. These filings offer detailed information on Nerdy’s financial condition, capital structure, and material corporate events related to its live online learning platform and Varsity Tutors business.
Among the filings, investors can find earnings-related Form 8-K reports in which Nerdy furnishes press releases announcing quarterly results. These documents describe revenue composition between Consumer and Institutional segments, Learning Membership trends, gross margin dynamics, non-GAAP adjusted EBITDA, and commentary on the company’s path to profitability and liquidity. Because these materials are incorporated into SEC submissions, they serve as an authoritative source for the company’s reported operating metrics and risk disclosures.
Nerdy has also filed Form 8-K disclosures on financing arrangements, such as the Loan and Security Agreement that provides for term loans with an aggregate principal amount of up to $50 million and a maturity date in 2029. The filing outlines key terms, including interest rate structure, collateral, covenants related to minimum cash and leverage, and potential events of default. Reviewing these documents helps investors understand Nerdy’s borrowing capacity, obligations, and financial flexibility.
On this page, Stock Titan surfaces Nerdy’s SEC filings as they are made available through EDGAR and pairs them with AI-powered summaries that explain the significance of each document in clear language. Users can quickly scan earnings 8-Ks, financing agreements, and other material event disclosures to identify changes in Nerdy’s financial position, capital resources, and risk profile without reading every line of the underlying forms.
For those researching NRDY, this consolidated view of Nerdy’s SEC history supports deeper analysis of its AI-enabled education business, its use of debt financing, and the evolution of its Consumer and Institutional operations as described in official filings.
Nerdy Inc. Chief Operating Officer John Andrew Paszterko reported an open-market sale of 31,788 shares of Class A Common Stock at $0.93 per share. According to the footnotes, these shares were automatically sold under the company’s sell-to-cover program to pay federal and state taxes from the vesting of 100,000 restricted stock units. After this tax-related sale, he holds 99,755 shares of Class A Common Stock and 1,050,000 restricted stock units.
Nerdy Inc. Chief Legal Officer Christopher C. Swenson reported an open-market sale of 69,796 shares of Class A Common Stock at $0.93 per share. According to the disclosure, all shares were automatically sold under the company’s sell-to-cover program to satisfy federal and state tax withholding on the vesting of 150,000 restricted stock units. After these transactions, Swenson’s position consists of 1,193,995 shares of Class A Common Stock and 740,585 restricted stock units, indicating this was a tax-related liquidity event rather than a discretionary reduction of his overall equity stake.
Bagga Atul Madan Mohan reported acquisition or exercise transactions in this Form 4 filing.
Nerdy Inc. reported that its Chief Financial Officer, Atul Madan Mohan Bagga, received a grant of 1,500,000 Restricted Stock Units (RSUs) tied to the company’s Class A Common Stock. Each RSU represents the right to receive one share, bringing his reported direct holdings to 1,500,000 shares.
The RSUs were issued under the Nerdy Inc. 2021 Equity Incentive Plan and vest over three years: one-third during the twelve months ending April 15, 2027, one-third during the twelve months ending April 15, 2028, and the final third during the twelve months ending April 15, 2029. The grant price is listed as $0.00 per share, consistent with compensation awards rather than an open‑market purchase.
Nerdy Inc. filed an insider report naming Bagga Atul Madan Mohan as an officer with the title of Chief Financial Officer. The filing shows no reported transactions, derivative positions, or holding entries, indicating that only insider status and role are being recorded at this time.
Nerdy Inc. is appointing Atul M. Bagga as Chief Financial Officer effective April 6, 2026, replacing Jason Pello, whose service as CFO ended April 3, 2026.
Bagga joins from JLL Technologies, where he was CFO and Head of Global FP&A, and previously held senior finance roles at Amazon Web Services, Zynga and Lazard Capital Markets. His employment agreement provides a $500,000 base salary, a target annual cash bonus equal to 50% of base salary (pro rated for 2026), and 1,500,000 Restricted Stock Units that vest quarterly over three years.
Nerdy also outlines a 2026 outlook, expecting revenue of $180–$190 million, non-GAAP adjusted EBITDA approximately breakeven, representing more than 1,000 basis points full-year margin improvement versus 2025, and year-end 2026 cash of $40–$45 million, including $20 million already funded under its new term loan.
Nerdy Inc.'s Chief Legal Officer, Christopher C. Swenson, reported an automatic tax-related share sale. On the transaction date, he sold 18,366 shares of Class A Common Stock in an open-market sale at $0.90 per share. According to the footnotes, this sale was executed under Nerdy’s sell-to-cover program to satisfy federal and state tax withholding obligations arising from the vesting and settlement of 40,584 restricted stock units (RSUs). After this transaction, he holds a combined total of 2,004,376 Nerdy equity interests, consisting of 1,113,791 shares of Class A Common Stock and 890,585 RSUs.
Nerdy Inc. Chief Financial Officer Jason H. Pello reported an open-market sale of 30,609 shares of Class A Common Stock at $0.90 per share. According to the footnotes, these shares were automatically sold under the company’s sell-to-cover program solely to pay federal and state taxes arising from the vesting of 67,641 restricted stock units. After this tax-related transaction, Pello holds 1,056,318 shares of Class A Common Stock and 1,484,308 restricted stock units.
Nerdy Inc. Chief Financial Officer Jason H. Pello reported an open-market sale of 75,000 shares of Class A Common Stock at a weighted average price of $0.92 per share, with individual trade prices ranging from $0.86 to $0.97.
After this transaction, he holds 2,571,235 equity interests, including 1,019,286 shares of Class A Common Stock and 1,551,949 restricted stock units. The company notes that the sale was not due to any disagreement and that Mr. Pello remains an officer.
Nerdy Inc. has called a virtual-only 2026 annual stockholder meeting for April 30, 2026, at 9:30 a.m. Eastern Time. Holders of 188,821,637 shares of Class A and Class B common stock as of March 3, 2026 can vote online, by phone, mail, or during the meeting.
Stockholders will vote on electing two Class II directors (Rob Hutter and Christopher “Woody” Marshall) to terms ending in 2029, ratifying PricewaterhouseCoopers LLP as auditor for 2026, approving on an advisory basis executive compensation, and choosing how often to hold future Say‑on‑Pay votes. The board recommends voting for all proposals and favors an annual Say‑on‑Pay vote.
The proxy describes Nerdy’s board structure, independence, and committees, outlines non‑employee director retainers and annual equity awards, and details executive pay. CEO Charles Cohn receives a $1 salary and previously granted performance-based equity that vests only if ambitious multi‑year stock price hurdles are met, aligning his rewards with long‑term stockholder value.