Nerdwallet NRDS Insider Ownership

NASDAQ NRDS
$9.08 +0.03 (+0.33%)
At close: Sep 21, 2026 · 4:00 PM EDT

Insider Holdings by Owner

24.50Mn Shares

Insider Ownership Statistics

as of 30 Sep, 2026
Insider Ownership
49.94%
-0.070% pp QoQ
Shares Held by Insiders
32.51Mn
filed for Sep 2026
-0.14% QoQ
Shares Outstanding
65.10Mn
65,100,000 shares
Direct Holdings
9.83Mn
Indirect: 22.69Mn
Net Shares Traded (QoQ)
-45.62K
net selling in Sep 2026
Insiders Holding Shares
22
with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding
Latest
Average ownership
Peak ownership

Shares Purchased/Sold by Insiders

Bought Sold
Latest quarter
Net over range
Buying quarters

Insider Ownership Summary

Quarter ending 30 Sep, 2026

As of September 17, 2026, the three largest insider holders of NRDS are Capital Management, Llc Topline (Other, 5.25Mn shares), Capital Sirius I, L.P. Innovius (TenPercentOwner, 5.21Mn shares), Venture Management Xiv, Llc Institutional (TenPercentOwner, 4.45Mn shares).

Form 4 Holdings

Insiders Holding NRDS

Insiders 22
Shares held 24.50Mn
Of outstanding 37.63%
# Insider Position Direct Indirect Total Share of Insiders Last Filed
1 Capital Sirius I, L.P. Innovius TenPercentOwner 0 5,209,366 5,209,366 21.3% 10 Nov, 2021
2 Venture Management Xiv, Llc Institutional TenPercentOwner 0 4,454,541 4,454,541 18.2% 10 Nov, 2021
3 Venture Partners Xiv, L.P. Institutional TenPercentOwner 3,654,541 0 3,654,541 14.9% 09 Nov, 2022
4 Capital Partners, Lp Topline TenPercentOwner 3,289,285 0 3,289,285 13.4% 30 Jun, 2026
5 Capital Management, Llc Topline Other 0 3,289,285 3,289,285 13.4% 30 Jun, 2026
6 James D Iii Robinson Director 0 1,670,452 1,670,452 6.8% 10 Nov, 2021
7 Tim Chao-Ming Chen Chief Executive Officer 539,160 0 539,160 2.2% 03 Sep, 2026
8 Samuel Yount Chief Business Officer 0 481,858 481,858 2.0% 19 Mar, 2026
9 Jun Hyung Lee Chief Financial Officer 354,783 0 354,783 1.4% 03 Sep, 2026
10 Lauren Stclair Chief Financial Officer 307,606 0 307,606 1.3% 03 Mar, 2025
11 Kevin Yuann Chief Business Officer 282,818 0 282,818 1.2% 25 Mar, 2024
12 Sam Brian Mischner Chief Revenue Officer 228,121 0 228,121 0.9% 03 Sep, 2026
13 Kelly Gillease Chief Marketing Officer 159,337 0 159,337 0.7% 06 Sep, 2022
14 John Caine Chief Product Officer 126,973 0 126,973 0.5% 06 Dec, 2022
15 Kenneth Thomas Mcbride Director 90,526 0 90,526 0.4% 26 May, 2026
16 Lynne Marie Laube Director 79,627 0 79,627 0.3% 26 May, 2026
17 Nicholas Tatum Chief Accounting Officer 69,466 0 69,466 0.3% 03 Sep, 2026
18 Anthony Ling Director 55,436 0 55,436 0.2% 26 May, 2026
19 Jennifer Ceran Director 54,236 0 54,236 0.2% 23 May, 2025
20 Maurice Kevin Taylor Director 45,320 0 45,320 0.2% 16 May, 2024
21 Teresa Chia Director 39,474 0 39,474 0.2% 26 May, 2026
22 Thomas Loverro Director 15,815 0 15,815 0.1% 26 May, 2022

Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.

Form 4 Filings

241 Insider Transactions

Source SEC Form 4
Latest quarter Sep 2026
Download Data
Date Insider Position Transaction Shares Price Value Shares Held After Ownership
01 Sep, 2026 Sam Brian Mischner Chief Revenue Officer Disposed F 22,643 $9.78 $221.45K 228,121 Direct
01 Sep, 2026 Tim Chao-Ming Chen Chief Executive Officer Disposed F 7,723 $9.78 $75.53K 539,160 Direct
01 Sep, 2026 Jun Hyung Lee Chief Financial Officer Disposed F 13,299 $9.78 $130.06K 354,783 Direct
01 Sep, 2026 Nicholas Tatum Chief Accounting Officer Disposed F 2,990 $9.78 $29.24K 69,466 Direct
26 Jun, 2026 Capital Partners, Lp Topline TenPercentOwner Disposed S 919,153 $8.95 $8.23Mn 4,331,992 Direct
26 Jun, 2026 Capital Management, Llc Topline Other Disposed S 919,153 $8.95 $8.23Mn 4,331,992 Indirect
29 Jun, 2026 Capital Management, Llc Topline Other Disposed S 587,835 $9.22 $5.42Mn 3,744,157 Indirect
29 Jun, 2026 Capital Partners, Lp Topline TenPercentOwner Disposed S 587,835 $9.22 $5.42Mn 3,744,157 Direct
30 Jun, 2026 Capital Partners, Lp Topline TenPercentOwner Disposed S 454,872 $9.27 $4.22Mn 3,289,285 Direct
30 Jun, 2026 Capital Management, Llc Topline Other Disposed S 454,872 $9.27 $4.22Mn 3,289,285 Indirect
01 Jun, 2026 Tim Chao-Ming Chen Chief Executive Officer Disposed F 15,309 $8.75 $133.95K 546,883 Direct
01 Jun, 2026 Nicholas Tatum Chief Accounting Officer Disposed F 3,263 $8.75 $28.55K 72,456 Direct
01 Jun, 2026 Jun Hyung Lee Chief Financial Officer Disposed F 47,876 $8.75 $418.92K 368,082 Direct
01 Jun, 2026 Sam Brian Mischner Chief Revenue Officer Disposed F 1,572 $8.75 $13.76K 249,725 Direct
21 May, 2026 Kenneth Thomas Mcbride Director Acquired A 19,494 $0.00 $0 90,526 Direct
22 May, 2026 Teresa Chia Director Acquired A 19,764 $0.00 $0 19,764 Direct
21 May, 2026 Lynne Marie Laube Director Acquired A 19,494 $0.00 $0 79,627 Direct
21 May, 2026 Anthony Ling Director Acquired A 19,494 $0.00 $0 55,436 Direct
22 May, 2026 Teresa Chia Director Acquired A 19,710 $0.00 $0 39,474 Direct
20 May, 2026 Anthony Ling Director Acquired A 17,946 $0.00 $0 35,942 Direct