Over the past 12 months, Nerdwallet insiders sold $19.66 million of stock on the open market (2.11Mn shares) and made no open-market purchases.
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Tim Chao-Ming Chen | Chief Executive Officer | 539,160 | 23,021,319 | 23,560,479 | 65.1% | 03 Sep, 2026 |
| 2 | Venture Partners Xiv, L.P. Institutional | TenPercentOwner | 3,654,541 | 0 | 3,654,541 | 10.1% | 09 Nov, 2022 |
| 3 | Capital Management, Llc Topline | Other | 0 | 3,289,285 | 3,289,285 | 9.1% | 30 Jun, 2026 |
| 4 | Capital Partners, Lp Topline | TenPercentOwner | 3,289,285 | 0 | 3,289,285 | 9.1% | 30 Jun, 2026 |
| 5 | Samuel Yount | Chief Business Officer | 0 | 481,858 | 481,858 | 1.3% | 19 Mar, 2026 |
| 6 | Jun Hyung Lee | Chief Financial Officer | 354,783 | 0 | 354,783 | 1.0% | 03 Sep, 2026 |
| 7 | Lauren Stclair | Chief Financial Officer | 307,606 | 0 | 307,606 | 0.9% | 03 Mar, 2025 |
| 8 | Kevin Yuann | Chief Business Officer | 282,818 | 0 | 282,818 | 0.8% | 25 Mar, 2024 |
| 9 | Sam Brian Mischner | Chief Revenue Officer | 228,121 | 0 | 228,121 | 0.6% | 03 Sep, 2026 |
| 10 | Kelly Gillease | Chief Marketing Officer | 159,337 | 0 | 159,337 | 0.4% | 06 Sep, 2022 |
| 11 | John Caine | Chief Product Officer | 126,973 | 0 | 126,973 | 0.4% | 06 Dec, 2022 |
| 12 | Kenneth Thomas Mcbride | Director | 90,526 | 0 | 90,526 | 0.3% | 26 May, 2026 |
| 13 | Lynne Marie Laube | Director | 79,627 | 0 | 79,627 | 0.2% | 26 May, 2026 |
| 14 | Nicholas Tatum | Chief Accounting Officer | 69,466 | 0 | 69,466 | 0.2% | 03 Sep, 2026 |
| 15 | Anthony Ling | Director | 55,436 | 0 | 55,436 | 0.2% | 26 May, 2026 |
| 16 | Jennifer Ceran | Director | 54,236 | 0 | 54,236 | 0.1% | 23 May, 2025 |
| 17 | Maurice Kevin Taylor | Director | 45,320 | 0 | 45,320 | 0.1% | 16 May, 2024 |
| 18 | Teresa Chia | Director | 39,474 | 0 | 39,474 | 0.1% | 26 May, 2026 |
| 19 | Thomas Loverro | Director | 15,815 | 0 | 15,815 | 0.0% | 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 |
|---|---|---|---|---|---|---|---|---|
| 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 |