As of August 27, 2026, Nerdwallet's top three insider holders 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).
| # | 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 | 21.2% | 10 Nov, 2021 |
| 2 | Venture Management Xiv, Llc Institutional | TenPercentOwner | 0 | 4,454,541 | 4,454,541 | 18.1% | 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 | 546,883 | 0 | 546,883 | 2.2% | 03 Jun, 2026 |
| 8 | Samuel Yount | Chief Business Officer | 0 | 481,858 | 481,858 | 2.0% | 19 Mar, 2026 |
| 9 | Jun Hyung Lee | Chief Financial Officer | 415,958 | 0 | 415,958 | 1.7% | 20 Mar, 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 | 249,725 | 0 | 249,725 | 1.0% | 03 Jun, 2026 |
| 13 | Kelly Gillease | Chief Marketing Officer | 159,337 | 0 | 159,337 | 0.6% | 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 | 72,456 | 0 | 72,456 | 0.3% | 03 Jun, 2026 |
| 18 | Jennifer Ceran | Director | 54,236 | 0 | 54,236 | 0.2% | 23 May, 2025 |
| 19 | Maurice Kevin Taylor | Director | 45,320 | 0 | 45,320 | 0.2% | 16 May, 2024 |
| 20 | Teresa Chia | Director | 39,474 | 0 | 39,474 | 0.2% | 26 May, 2026 |
| 21 | Anthony Ling | Director | 17,996 | 0 | 17,996 | 0.1% | 23 May, 2025 |
| 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.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 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 | Sam Brian Mischner | Chief Revenue Officer | Disposed F | 1,572 | $8.75 | $13.76K | 249,725 | Direct |
| 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 |
| 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 |
| 22 May, 2026 | Teresa Chia | Director | Acquired A | 19,710 | $0.00 | $0 | 39,474 | Direct |
| 18 Mar, 2026 | Nicholas Tatum | Chief Accounting Officer | Acquired A | 28,517 | $0.00 | $0 | 75,719 | Direct |
| 18 Mar, 2026 | Jun Hyung Lee | Chief Financial Officer | Acquired A | 128,326 | $0.00 | $0 | 415,958 | Direct |
| 18 Mar, 2026 | Nicholas Tatum | Chief Accounting Officer | Acquired A | 28,517 | $0.00 | $0 | 75,719 | Direct |
| 18 Mar, 2026 | Nicholas Tatum | Chief Accounting Officer | Acquired A | 28,517 | $0.00 | $0 | 75,719 | Direct |
| 18 Mar, 2026 | Jun Hyung Lee | Chief Financial Officer | Acquired A | 256,653 | $0.00 | $0 | 831,916 | Direct |
| 17 Mar, 2026 | Samuel Yount | Chief Business Officer | Disposed S | 6,154 | $10.26 | $63.14K | 349,441 | Indirect |
| 17 Mar, 2026 | Samuel Yount | Chief Business Officer | Disposed S | 6,154 | $10.26 | $63.14K | 349,441 | Indirect |