What NerdWallet, Inc.'s executives and directors are doing with their own shares, from SEC Form 3/4/5 filings — separating what the filings state (awards, withholding, disclosed plans) from what only the pattern of dates shows.
| 3 months | 12 months | |
|---|---|---|
| Open-market buys | 0 | 0 |
| Sells | 0 | 22 |
| Total trades | 4 | 45 |
| 3 months | 12 months | |
|---|---|---|
| Acquired | 0 | 0 |
| Disposed | 0 | 3,923,720 |
| Net activity | +0 | −3,923,720 |
Common stock only — 39 reported trades in the last 12 months are in a security these totals do not cover.
View rich charts and dive into the patterns of specific insiders — who is accumulating, who is winding down, and which sale explanations the filings actually support.
| Insider | Relation | Date | Transaction | Shares | Price | Value | Shares held |
|---|---|---|---|---|---|---|---|
| Lee Jun Hyung | Chief Financial Officer | Sep 01 | Withheld — tax / exercise cost · F | −13,299 | $9.78 | −$130K | 354,783 |
| Tatum Nicholas | Chief Accounting Officer | Sep 01 | Withheld — tax / exercise cost · F | −2,990 | $9.78 | −$29.2K | 69,466 |
| Mischner Sam Brian | Chief Revenue Officer | Sep 01 | Withheld — tax / exercise cost · F | −22,643 | $9.78 | −$221K | 228,121 |
| Chen Tim Chao-Ming | Chief Executive Officer | Sep 01 | Withheld — tax / exercise cost · F | −7,723 | $9.78 | −$75.5K | 539,160 |
| Topline Capital Partners, Lp | 10% owner | Jun 30 | Open-market sale · S | −454,872 | $9.27 | −$4.22M | 3,289,285 |
| Topline Capital Management, Llc | Insider | Jun 30 | Open-market sale · S | −454,872 | $9.27 | −$4.22M | 3,289,285 |
| Topline Capital Partners, Lp | 10% owner | Jun 29 | Open-market sale · S | −587,835 | $9.22 | −$5.42M | 3,744,157 |
| Topline Capital Management, Llc | Insider | Jun 29 | Open-market sale · S | −587,835 | $9.22 | −$5.42M | 3,744,157 |
| Topline Capital Partners, Lp | 10% owner | Jun 26 | Open-market sale · S | −919,153 | $8.95 | −$8.23M | 4,331,992 |
| Topline Capital Management, Llc | Insider | Jun 26 | Open-market sale · S | −919,153 | $8.95 | −$8.23M | 4,331,992 |
| Chen Tim Chao-Ming | Chief Executive Officer | Jun 01 | Withheld — tax / exercise cost · F | −15,309 | $8.75 | −$134K | 546,883 |
| Lee Jun Hyung | Chief Financial Officer | Jun 01 | Withheld — tax / exercise cost · F | −47,876 | $8.75 | −$419K | 368,082 |
| Tatum Nicholas | Chief Accounting Officer | Jun 01 | Withheld — tax / exercise cost · F | −3,263 | $8.75 | −$28.6K | 72,456 |
| Mischner Sam Brian | Chief Revenue Officer | Jun 01 | Withheld — tax / exercise cost · F | −1,572 | $8.75 | −$13.8K | 249,725 |
| Chia Teresa | Director | May 22 | Grant / award · A | +19,710 | — | — | 39,474 |
| Chia Teresa | Director | May 22 | Grant / award · A | +19,764 | — | — | 19,764 |
| Ling Anthony | Director | May 21 | Grant / award · A | +19,494 | — | — | 55,436 |
| Mcbride Kenneth Thomas | Director | May 21 | Grant / award · A | +19,494 | — | — | 90,526 |
| Laube Lynne Marie | Director | May 21 | Grant / award · A | +19,494 | — | — | 79,627 |
| Ling Anthony | Director | May 20 | Grant / award · A | +17,946 | — | — | 35,942 |
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