Chief Business Officer Yount Samuel sold $3,565,437 worth of shares (268,989 units at $13.25) (SEC Form 4)

$NRDS
EDP Services
Technology
Get the next $NRDS alert in real time by email
SEC FORM 4 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).
X
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)
55 HAWTHORNE STREET
10TH FLOOR

(Street)
SAN FRANCISCO CA 94105

(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)
12/17/2024
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 12/17/2024 S(1) 76,327 D $13.41(2) 920,529 I By Trusts
Class A Common Stock 12/17/2024 S(1) 38,197 D $13.41(2) 460,665 I By LLC
Class A Common Stock 12/18/2024 S(1) 102,947 D $13.14(3) 817,582 I By Trusts
Class A Common Stock 12/18/2024 S(1) 51,518 D $13.14(3) 409,147 I By LLC
Class A Common Stock 519,351(4) D
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. The sales reported for this transaction (on this Form 4) were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on 9/11/24.
2. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.19 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.
3. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $12.51 to $13.48, 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.
4. Includes 506,424 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer.
Remarks:
/s/ Kathy Lee, Attorney-in-Fact for Samuel Yount 12/19/2024
** 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.
Get the next $NRDS alert in real time by email

Chat with this insight

Save time and jump to the most important pieces.

Recent Analyst Ratings for
$NRDS

DatePrice TargetRatingAnalyst
5/3/2023$15.00 → $14.00Buy → Neutral
Citigroup
2/28/2022$17.00 → $13.50Equal-Weight
Morgan Stanley
2/25/2022$30.00 → $17.00Outperform
Oppenheimer
2/25/2022$35.00 → $30.00Overweight
Keybanc
11/29/2021$30.00Outperform
Oppenheimer
11/29/2021$24.00Equal-Weight
Morgan Stanley
11/29/2021$30.00Buy
Citigroup
11/29/2021$30.00Buy
Truist Securities
More analyst ratings

$NRDS
Press Releases

Fastest customizable press release news feed in the world

See more
  • NerdWallet Reports Fourth Quarter and Full Year 2024 Results

    Fourth Quarter Revenue of $183.8 million, Up 37% Year-Over-Year FINANCIAL HIGHLIGHTS Revenue of $183.8 million for Q4'24 and $687.6 million for full year 2024 GAAP income from operations of $8.7 million for Q4'24 and $9.4 million for full year 2024 GAAP net income of $38.6 million or $0.51 income per diluted share for Q4'24 and $30.4 million or $0.38 income per diluted share for full year 2024 Non-GAAP operating income of $16.8 million for Q4'24 and $47.6 million for full year 2024 Adjusted EBITDA of $30.8 million for Q4'24 and $107.9 million for full year 2024 NerdWallet, Inc. (NASDAQ:NRDS), which provides trustworthy financial guidance to consumers and small and mid-sized bus

    $NRDS
    EDP Services
    Technology
  • NerdWallet Announces Conference Call to Review 2024 Fourth Quarter and Full-Year Financial Results

    NerdWallet, Inc. (NASDAQ:NRDS), which provides trustworthy financial guidance to consumers and small and mid-sized businesses (SMBs), today announced that it will release its fourth quarter and full-year 2024 financial results on Wednesday, February 19, 2025, and hold a related conference call to discuss the results at 1:30 p.m. Pacific Time the same day. Investors and other interested parties may listen to the call by clicking on the registration link for the webcast or audio conference at https://investors.nerdwallet.com/, NerdWallet's Investor Relations site, where a letter to shareholders will also be posted. The webcast replay will be available on the Investor Relations website for

    $NRDS
    EDP Services
    Technology
  • NerdWallet Announces Winners of Its 2025 Best-Of Awards

    Annual awards are your shortcut to finding the best financial products this year NerdWallet, Inc. (NASDAQ:NRDS), a personal finance website and app that provides financial guidance to consumers and small and mid-sized businesses (SMBs), today announced the winners of its 2025 Best-Of Awards. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20250102229948/en/(Graphic: Business Wire) NerdWallet's Best-of Awards are yearly awards recognizing the best financial products available. Our Nerds, a team of seasoned journalists and subject-matter experts, researched 1,000+ financial products, narrowing down to just one winner per category —

    $NRDS
    EDP Services
    Technology

$NRDS
Analyst Ratings

Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

See more

$NRDS
Insider Purchases

Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

See more

$NRDS
Insider Trading

Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

See more

$NRDS
SEC Filings

See more

$NRDS
Leadership Updates

Live Leadership Updates

See more
  • Maurice Taylor Appointed to NerdWallet's Board of Directors

    NerdWallet, Inc. (NASDAQ:NRDS), a platform that provides financial guidance to consumers and small- and mid-sized businesses (SMBs), today announced the appointment of Maurice Taylor, Portfolio Manager at Alyeska Investment Group, to its Board of Directors, effective October 1, 2022. Maurice will also serve as a member of the Audit Committee of the Board of Directors. Maurice has extensive experience working in public equity investing and capital markets across a wide range of sectors including technology, software, consumer and healthcare. His background enables him to bring a diverse and valuable perspective in advising companies to help them achieve operational excellence and growth. Pr

    $NRDS
    EDP Services
    Technology
  • Ken McBride Appointed to NerdWallet's Board of Directors

    NerdWallet, Inc. (NASDAQ:NRDS), a website and app that provides consumers and small businesses with trustworthy financial guidance, today announced the appointment of Ken McBride, former Chairman and CEO of Stamps.com (NASDAQ:STMP), to its Board of Directors. During Ken's 20-year tenure as CEO of Stamps.com, the Company grew its revenue and profit at a consistent compounded growth rate of approximately 25% per year, and grew its enterprise value from less than $25 million to more than $6.5 billion. Ken and his team successfully acquired and integrated six domestic and international companies, and they transformed the Company from a small business mailing solution into a worldwide leader in

    $NRDS
    $STMP
    EDP Services
    Technology
    Business Services
    Miscellaneous

$NRDS
Financials

Live finance-specific insights

See more
  • NerdWallet Reports Fourth Quarter and Full Year 2024 Results

    Fourth Quarter Revenue of $183.8 million, Up 37% Year-Over-Year FINANCIAL HIGHLIGHTS Revenue of $183.8 million for Q4'24 and $687.6 million for full year 2024 GAAP income from operations of $8.7 million for Q4'24 and $9.4 million for full year 2024 GAAP net income of $38.6 million or $0.51 income per diluted share for Q4'24 and $30.4 million or $0.38 income per diluted share for full year 2024 Non-GAAP operating income of $16.8 million for Q4'24 and $47.6 million for full year 2024 Adjusted EBITDA of $30.8 million for Q4'24 and $107.9 million for full year 2024 NerdWallet, Inc. (NASDAQ:NRDS), which provides trustworthy financial guidance to consumers and small and mid-sized bus

    $NRDS
    EDP Services
    Technology
  • NerdWallet Announces Conference Call to Review 2024 Fourth Quarter and Full-Year Financial Results

    NerdWallet, Inc. (NASDAQ:NRDS), which provides trustworthy financial guidance to consumers and small and mid-sized businesses (SMBs), today announced that it will release its fourth quarter and full-year 2024 financial results on Wednesday, February 19, 2025, and hold a related conference call to discuss the results at 1:30 p.m. Pacific Time the same day. Investors and other interested parties may listen to the call by clicking on the registration link for the webcast or audio conference at https://investors.nerdwallet.com/, NerdWallet's Investor Relations site, where a letter to shareholders will also be posted. The webcast replay will be available on the Investor Relations website for

    $NRDS
    EDP Services
    Technology
  • NerdWallet Announces Conference Call to Review 2024 Third Quarter Financial Results

    NerdWallet, Inc. (NASDAQ:NRDS), which provides trustworthy financial guidance to consumers and small and mid-sized businesses (SMBs), today announced that it will release its third quarter 2024 financial results on Tuesday, October 29, 2024, and hold a related conference call to discuss the results at 1:30 p.m. Pacific Time the same day. Investors and other interested parties may listen to the call by clicking on the registration link for the webcast or audio conference at https://investors.nerdwallet.com/, NerdWallet's Investor Relations site, where a letter to shareholders will also be posted. The webcast replay will be available on the Investor Relations website for 12 months following

    $NRDS
    EDP Services
    Technology

$NRDS
Large Ownership Changes

This live feed shows all institutional transactions in real time.

See more