Nerdwallet NRDS Insider Ownership

NASDAQ NRDS
$10.52 +0.45 (+4.42%)
As of: Oct 20, 2026 · 3:52 PM EDT

Insider Holdings by Owner

36.18Mn Shares

Insider Ownership Statistics

as of 30 Sep, 2026
Insider Ownership
72.94%
▼-0.070% pp QoQ
Shares Held by Insiders
47.48Mn
filed for Sep 2026
▼-0.10% QoQ
Shares Outstanding
65.10Mn
65,100,000 shares
Direct Holdings
2.25Mn
Indirect: 45.23Mn
Net Shares Traded (QoQ)
-45.62K
net selling in Sep 2026
Insiders Holding Shares
19
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

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.

Form 4 Holdings

Insiders Holding NRDS

Insiders 19
Shares held 36.18Mn
Of outstanding 55.58%
# 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.

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