NERDWALLET, INC. — Insider Transactions
Form 4 filings by directors, officers, and 10%+ shareholders
SEC rules require corporate insiders — including directors, executive officers, and any shareholder owning more than 10% of a company's shares — to report changes in their ownership within two business days of a transaction. These disclosures are filed as Form 4. Open-market purchases (code P) are generally considered the most meaningful signal, as insiders are spending their own money.
| Insider | Title | Type | Shares | Price | Value | Owns After | Date |
|---|---|---|---|---|---|---|---|
| MCBRIDE KENNETH THOMAS | — | Award / Grant | 11,061 | — | — | 52,895 | May 14, 2024 |
| TAYLOR MAURICE KEVIN | — | Award / Grant | 11,061 | — | — | 45,320 | May 14, 2024 |
| StClair Lauren | Chief Financial Officer | Award / Grant | 98,661 | — | — | 347,939 | Mar 21, 2024 |
| Yuann Kevin | Chief Business Officer | Award / Grant | 59,340 | — | — | 282,818 | Mar 21, 2024 |
| Chen Tim Chao-Ming | Chief Executive Officer | Tax Withholding | 10,930 | $16.91 | $184,826 | 670,866 | Mar 1, 2024 |
| YOUNT SAMUEL | VP, General Manager | Sale | 1,335 | $16.71 | $22,308 | 2,347,857 | Mar 1, 2024 |
| StClair Lauren | Chief Financial Officer | Tax Withholding | 10,318 | $16.91 | $174,477 | 249,278 | Mar 1, 2024 |
| Yuann Kevin | Chief Business Officer | Tax Withholding | 3,018 | $16.91 | $51,034 | 223,478 | Mar 1, 2024 |
| YOUNT SAMUEL | VP, General Manager | Sale | 6,309 | $16.17 | $102,017 | 2,350,242 | Feb 23, 2024 |
| Chen Tim Chao-Ming | Chief Executive Officer | Tax Withholding | 13,377 | $12.08 | $161,594 | 681,796 | Dec 5, 2023 |
| StClair Lauren | Chief Financial Officer | Tax Withholding | 10,418 | $12.08 | $125,849 | 259,596 | Dec 5, 2023 |
| YOUNT SAMUEL | VP, General Manager | Tax Withholding | 1,345 | $12.08 | $16,248 | 2,356,551 | Dec 5, 2023 |
| Yuann Kevin | Chief Business Officer | Tax Withholding | 2,730 | $12.08 | $32,978 | 226,496 | Dec 5, 2023 |
| TAYLOR MAURICE KEVIN | — | Gift | 8,769 | — | — | 34,259 | Nov 10, 2023 |
| TAYLOR MAURICE KEVIN | — | Sale | 800 | $11.04 | $8,832 | 43,028 | Nov 2, 2023 |
| Chen Tim Chao-Ming | Chief Executive Officer | Purchase | 6,650 | $8.21 | $54,597 | 695,173 | Sep 11, 2023 |
| Yuann Kevin | Chief Business Officer | Tax Withholding | 2,731 | $9.14 | $24,961 | 231,796 | Sep 5, 2023 |
| Chen Tim Chao-Ming | Chief Executive Officer | Tax Withholding | 10,446 | $9.14 | $95,476 | 664,585 | Sep 1, 2023 |
| YOUNT SAMUEL | VP, General Manager | Tax Withholding | 6,147 | $9.14 | $56,184 | 2,303,064 | Sep 1, 2023 |
| StClair Lauren | Chief Financial Officer | Tax Withholding | 10,621 | $9.14 | $97,076 | 270,014 | Sep 1, 2023 |
| Yuann Kevin | Chief Business Officer | Tax Withholding | 2,731 | $9.58 | $26,163 | 237,097 | Jun 2, 2023 |
| Chen Tim Chao-Ming | Chief Executive Officer | Tax Withholding | 10,446 | $9.58 | $100,073 | 675,031 | Jun 1, 2023 |
| StClair Lauren | Chief Financial Officer | Tax Withholding | 10,621 | $9.58 | $101,749 | 279,246 | Jun 1, 2023 |
| Ceran Jennifer | — | Award / Grant | 15,120 | — | — | 30,935 | May 24, 2023 |
| Laube Lynne Marie | — | Award / Grant | 15,120 | — | — | 30,935 | May 24, 2023 |
| TAYLOR MAURICE KEVIN | — | Award / Grant | 15,120 | — | — | 43,828 | May 24, 2023 |
| MCBRIDE KENNETH THOMAS | — | Award / Grant | 15,120 | — | — | 41,834 | May 24, 2023 |
| Chen Tim Chao-Ming | Chief Executive Officer | Purchase | 30,838 | $8.38 | $258,422 | 685,477 | May 9, 2023 |
| StClair Lauren | Chief Financial Officer | Award / Grant | 5,178 | — | — | 289,867 | Mar 15, 2023 |
| Chen Tim Chao-Ming | Chief Executive Officer | Award / Grant | 234,785 | — | — | 645,639 | Mar 15, 2023 |
| Yuann Kevin | Chief Business Officer | Award / Grant | 42,594 | — | — | 239,828 | Mar 15, 2023 |
| Yuann Kevin | Chief Business Officer | Tax Withholding | 1,576 | $20.42 | $32,182 | 195,638 | Mar 3, 2023 |
| StClair Lauren | Chief Financial Officer | Tax Withholding | 7,611 | $20.42 | $155,417 | 205,844 | Mar 1, 2023 |
| Chen Tim Chao-Ming | Chief Executive Officer | Tax Withholding | 5,322 | $20.42 | $108,675 | 410,854 | Mar 1, 2023 |
| Yuann Kevin | Chief Business Officer | Sale | 2,450 | $20.00 | $49,000 | 197,214 | Feb 27, 2023 |
| Yuann Kevin | Chief Business Officer | Sale | 6,526 | $10.23 | $66,761 | 199,664 | Jan 17, 2023 |
| Chen Tim Chao-Ming | Chief Executive Officer | Purchase | 26,888 | $9.29 | $249,790 | 416,176 | Dec 16, 2022 |
| Yuann Kevin | Chief Business Officer | Sale | 1,500 | $9.97 | $14,955 | 206,190 | Dec 12, 2022 |
| Caine John | Chief Product Officer | Sale | 27,974 | $11.95 | $334,289 | 126,973 | Dec 5, 2022 |
| Chen Tim Chao-Ming | Chief Executive Officer | Tax Withholding | 5,042 | $13.17 | $66,403 | 389,288 | Dec 1, 2022 |
| StClair Lauren | Chief Financial Officer | Tax Withholding | 7,398 | $13.17 | $97,432 | 213,455 | Dec 1, 2022 |
| Caine John | Chief Product Officer | Tax Withholding | 11,015 | $13.17 | $145,068 | 154,947 | Dec 1, 2022 |
| Yuann Kevin | Chief Business Officer | Sale | 1,188 | $12.94 | $15,373 | 207,690 | Dec 1, 2022 |
| Yuann Kevin | Chief Business Officer | Sale | 1,500 | $13.14 | $19,710 | 210,203 | Nov 11, 2022 |
| Institutional Venture Partners XIV, L.P. | — | Other | 800,000 | — | — | 3,654,541 | Nov 7, 2022 |
| Yuann Kevin | Chief Business Officer | Sale | 1,500 | $11.28 | $16,920 | 211,703 | Oct 11, 2022 |
| TAYLOR MAURICE KEVIN | — | Award / Grant | 28,708 | — | — | 28,708 | Oct 1, 2022 |
| Yuann Kevin | Chief Business Officer | Sale | 1,500 | $11.27 | $16,905 | 213,203 | Sep 12, 2022 |
| Yuann Kevin | Chief Business Officer | Tax Withholding | 1,362 | $10.28 | $14,001 | 214,703 | Sep 1, 2022 |
| Chen Tim Chao-Ming | Chief Executive Officer | Tax Withholding | 5,177 | $10.28 | $53,220 | 394,330 | Sep 1, 2022 |