Tim Chao-Ming Chen - 12 Dec 2023 Form 4 Insider Report for NERDWALLET, INC. (NRDS)

Role
Chief Executive Officer, Director, 10%+ Owner
Signature
/s/ Kathy Lee, Attorney-In-Fact for Tim Chao-Ming Chen
Issuer symbol
NRDS
Transactions as of
12 Dec 2023
Net transactions value
$0
Form type
4
Filing time
14 Dec 2023, 18:23:14 UTC
Previous filing
07 Dec 2023
Next filing
05 Mar 2024
SEC
View on sec.gov

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction NRDS Class B Common Stock Gift $0 -4,405,720 -100% $0.000000* 0 12 Dec 2023 Class A Common Stock 4,405,720 By The Seed Investor Irrevocable Remainder Trust F1, F2, F3
transaction NRDS Class B Common Stock Gift $0 +1,468,573 $0.000000 1,468,573 12 Dec 2023 Class A Common Stock 1,468,573 By The Seed Investor Irrevocable Trust A F1, F2, F3
transaction NRDS Class B Common Stock Gift $0 +1,468,573 $0.000000 1,468,573 12 Dec 2023 Class A Common Stock 1,468,573 By The Seed Investor Irrevocable Trust B F1, F2, F3
transaction NRDS Class B Common Stock Gift $0 +1,468,574 $0.000000 1,468,574 12 Dec 2023 Class A Common Stock 1,468,574 By The Seed Investor Irrevocable Trust C F1, F2, F3
transaction NRDS Class B Common Stock Gift $0 -1,319,560 -50% $0.000000 1,319,561 12 Dec 2023 Class A Common Stock 1,319,560 By The Seed Investor Irrevocable Remainder Trust II F1, F2, F3
transaction NRDS Class B Common Stock Gift $0 +1,319,560 $0.000000 1,319,560 12 Dec 2023 Class A Common Stock 1,319,560 By The Seed Investor Irrevocable Remainder Trust II-B F1, F2, F3
transaction NRDS Class B Common Stock Gift $0 -1,932,076 -10% $0.000000 16,744,369 12 Dec 2023 Class A Common Stock 1,932,076 By The Tim Chen Revocable Trust F1, F2, F4
transaction NRDS Class B Common Stock Gift $0 +966,038 $0.000000 966,038 12 Dec 2023 Class A Common Stock 966,038 By The Seed Investor Exempt Trust A F1, F2, F3
transaction NRDS Class B Common Stock Gift $0 +966,038 $0.000000 966,038 12 Dec 2023 Class A Common Stock 966,038 By The Seed Investor Exempt Trust B F1, F2, F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Each share of Class B Common Stock is convertible at any time into one share of Class A Common Stock of the Issuer.
F2 The Class B Common Stock has no expiration date.
F3 Trust of which members of the Reporting Person's immediate family are beneficiaries. The Reporting Person has investment control over the shares held by the trust.
F4 Trust of which the Reporting Person is the Trustee.