Nerdwallet, Inc. (NRDS) Insider Ownership

Historic Insider Ownership Trends

NRDS's three largest insider shareholders as of April 22, 2026 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).

Top Direct Holders

Insider ownership data is derived from the last 60 months of Form 4 SEC filings.
Holder Position Shares (Direct) Shares (Indirect) Report Date
Capital Management, Llc Topline - 0 5,251,145 23 Oct, 2024
Capital Sirius I, L.P. Innovius - 0 5,209,366 10 Nov, 2021
Venture Management Xiv, Llc Institutional - 0 4,454,541 10 Nov, 2021
Venture Management Xiv, Llc Institutional - 0 4,454,541 10 Nov, 2021
Venture Management Xiv, Llc Institutional - 0 4,454,541 10 Nov, 2021
Venture Management Xiv, Llc Institutional - 0 4,454,541 10 Nov, 2021
Venture Partners Xiv, L.P. Institutional - 3,654,541 0 09 Nov, 2022
Samuel Yount Vp, General Manager 0 2,329,471 21 Aug, 2024
James D Iii Robinson - 0 1,670,452 10 Nov, 2021
Tim Chao-Ming Chen Chief Executive Officer 562,192 0 04 Mar, 2026
Samuel Yount Chief Business Officer 0 481,858 19 Mar, 2026
Samuel Yount Chief Business Officer 433,578 0 04 Mar, 2026
Jun Hyung Lee Chief Financial Officer 415,958 0 20 Mar, 2026
Lauren Stclair Chief Financial Officer 307,606 0 03 Mar, 2025
Kevin Yuann Chief Business Officer 282,818 0 25 Mar, 2024
Kelly Gillease Chief Marketing Officer 159,337 0 06 Sep, 2022
John Caine Chief Product Officer 126,973 0 06 Dec, 2022
Nicholas Tatum Chief Accounting Officer 75,719 0 20 Mar, 2026
Kenneth Thomas Mcbride - 71,032 0 23 May, 2025
Lynne Marie Laube - 60,133 0 23 May, 2025
Jennifer Ceran - 54,236 0 23 May, 2025
Maurice Kevin Taylor - 45,320 0 16 May, 2024
Anthony Ling - 17,996 0 23 May, 2025
Thomas Loverro - 15,815 0 26 May, 2022

* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.

Recent Insider Transactions

Detailed insider trading activity based on Form 4 SEC filings.
Download Data
Transaction Date Insider Name Security Class Transaction Type Shares Traded Price Shares Remaining Ownership Code
18 Mar, 2026 Jun Hyung Lee Class A Common Stock A 128,326 $0.00 415,958 D A
18 Mar, 2026 Nicholas Tatum Class A Common Stock A 28,517 $0.00 75,719 D A
18 Mar, 2026 Jun Hyung Lee Employee Stock Options (right to buy) A 256,653 $0.00 831,916 D A
17 Mar, 2026 Samuel Yount Class A Common Stock D 6,154 $10.26 349,441 I S
17 Mar, 2026 Samuel Yount Class A Common Stock D 35,402 $10.33 314,039 I S
17 Mar, 2026 Samuel Yount Class A Common Stock D 6,154 $10.26 307,885 I S
17 Mar, 2026 Samuel Yount Class A Common Stock D 24,278 $10.33 173,973 I S
12 Mar, 2026 Samuel Yount Class A Common Stock D 211 $10.60 355,595 I S
12 Mar, 2026 Samuel Yount Class A Common Stock D 2,800 $10.61 198,251 I S
04 Mar, 2026 Nicholas Tatum Class A Common Stock D 595 $11.45 58,246 D S
04 Mar, 2026 Nicholas Tatum Class A Common Stock D 298 $11.45 57,948 D S
04 Mar, 2026 Nicholas Tatum Class A Common Stock D 595 $0.00 57,353 D G
05 Mar, 2026 Nicholas Tatum Class A Common Stock D 10,151 $11.45 47,202 D S
02 Mar, 2026 Nicholas Tatum Class A Common Stock D 2,827 $11.08 58,841 D F
02 Mar, 2026 Tim Chao-Ming Chen Class A Common Stock D 11,095 $11.08 562,192 D F
02 Mar, 2026 Samuel Yount Class A Common Stock D 3,779 $11.08 433,578 D F
03 Dec, 2025 Nicholas Tatum Class A Common Stock D 1,191 $15.93 62,263 D S
13 Nov, 2025 Samuel Yount Class A Common Stock D 14,439 $14.34 387,312 I S
02 Dec, 2025 Samuel Yount Class A Common Stock D 4,862 $15.41 437,357 D F
02 Dec, 2025 Nicholas Tatum Class A Common Stock D 2,511 $15.41 63,454 D F