NerdWallet (NRDS) CRO Sam Brian Mischner reports sizeable stock and option holdings
NerdWallet's Chief Revenue Officer, Sam Brian Mischner, has filed an initial ownership report (Form 3) detailing his holdings in the company. He directly owns 251,297 shares of Class A Common Stock and holds employee stock options for an additional 502,594 shares across two grants. The options have exercise prices of $10.97 and $10.18, with vesting schedules tied to his continuous service, fully vesting over four years.
NRDS SEC Filings - Nerdwallet, Inc. 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for NerdWallet, Inc. (NRDS) SEC filings, including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms. It highlights how these documents offer insights into NerdWallet's operations, revenue categories, and capital allocation policies, along with AI-powered summaries to help investors understand key points. The article also lists recent filings, including insider trading activity, ownership reports, and a strong revenue and net income growth report for the year ending December 31, 2025.
NerdWallet (NASDAQ: NRDS) CFO granted new stock options and RSUs
NerdWallet's CFO, Jun Hyung Lee, was granted 256,653 employee stock options with an exercise price of $10.18 and 128,326 Restricted Stock Units (RSUs), increasing his total RSU holdings to 415,958. These equity grants are compensation-related and not open-market trades, aligning his incentives with the company's long-term performance. The stock options vest monthly over four years and expire in March 2036.
NerdWallet (NRDS) CAO awarded 28,517 RSUs, now holds 75,719 shares
Nicholas Tatum, Chief Accounting Officer of NerdWallet (NRDS), was granted 28,517 Restricted Stock Units (RSUs), increasing his total direct holdings to 75,719 shares. This transaction, detailed in a Form 4 SEC filing, represents a compensation-related equity award rather than an open-market purchase. The RSUs are payable solely in Class A Common Stock.
Nerdwallet CBO Yount sells $743k in class a common stock
Nerdwallet's Chief Business Officer, Samuel Yount, sold 72,288 shares of Class A Common Stock for approximately $742,774 on March 17, 2026. This transaction occurred as the stock trades at $10.27 and the company recently reported strong Q4 2025 financial results, although Morgan Stanley downgraded the stock due to profit margin concerns. Yount still retains 433,578 shares, including Restricted Stock Units.
NerdWallet (NRDS) chief business officer sells 71,988 shares in open market
Samuel Yount, Chief Business Officer of NerdWallet, Inc. (NRDS), sold 71,988 Class A common shares on March 17, 2026, in open market transactions. These sales, conducted through trusts and an LLC, occurred at weighted-average prices of $10.26 and $10.33 per share. Following these transactions, Yount indirectly holds 173,973 shares and directly holds 433,578 shares, including 105,107 Restricted Stock Units.
NerdWallet (NRDS) chief business officer reports sale of 3,011 shares
Samuel Yount, Chief Business Officer of NerdWallet (NRDS), reported the sale of 3,011 Class A Common Stock shares on March 12, 2026, at approximately $10.60 per share, through trusts and an LLC. Following these indirect transactions, Yount's indirect holdings amount to 355,595 shares held by trusts and 198,251 by an LLC, with direct holdings totaling 433,578 shares, including 105,107 Restricted Stock Units. This information was disclosed in a Form 4 SEC filing.
Broker reports NRDS (NASDAQ: NRDS) sales — 2,800 and 211 shares on 03/12/2026
A broker report indicates that BEARMAN TRUST and YOUNT FAMILY REV TRUST sold Class A Common shares of NerdWallet, Inc. (NASDAQ: NRDS) on March 12, 2026. BEARMAN TRUST sold 2,800 shares for $29,708.00, and YOUNT FAMILY REV TRUST sold 211 shares for $2,236.60. The transactions were brokered by Morgan Stanley Smith Barney LLC Executive Financial Services and filed as a Form 144 SEC notice.
Trusts sell Class A shares (NASDAQ: NRDS) — 2,800 & 211 shares reported
Two trusts, BEARMAN TRUST and YOUNT FAMILY REV TRUST, have reported proposed sales of NerdWallet Inc. (NASDAQ: NRDS) Class A Common shares through Form 144 filings. BEARMAN TRUST intends to sell 2,800 shares, and YOUNT FAMILY REV TRUST plans to sell 211 shares, both dated March 12, 2026. These filings are routine notifications for restricted or control securities sales and do not explicitly detail cash flow treatment or whether the sellers are affiliates.
Proposed sale of 24,278 Class A shares by NRDS (NASDAQ: NRDS)
NerdWallet, Inc. (NASDAQ: NRDS) has filed a Form 144, notifying of a proposed sale of 24,278 Class A Common shares by related holders. The broker-dealer for this transaction is Morgan Stanley Smith Barney LLC, and the filing also indicates recent sales by Bearman Trust and Yount Family Rev Trust. Both a securities lawyer and an equity markets analyst evaluate the filing as neutral, noting its routine nature and the potential short-term supply implication without significant market impact.
Analysts Offer Insights on Communication Services Companies: NerdWallet, Inc. Class A (NRDS) and Prosus (OtherPROSF)
Morgan Stanley analyst Michael Infante downgraded NerdWallet, Inc. Class A (NRDS) to Sell with a $9.00 price target. In contrast, Barclays analyst Andrew Ross maintained a Buy rating on Prosus (PROSF) and set a price target of EUR71.50. The analyst consensus for NerdWallet is a Moderate Buy, while for Prosus, it is a Strong Buy.
Analysts Offer Insights on Communication Services Companies: NerdWallet, Inc. Class A (NRDS) and Prosus (OtherPROSF)
This article provides a summary of recent analyst ratings for two communication services companies: NerdWallet, Inc. Class A (NRDS) and Prosus (PROSF). Morgan Stanley downgraded NerdWallet to Sell with a $9.00 price target, while Barclays maintained a Buy rating on Prosus with a EUR71.50 price target. The article also includes consensus ratings and average analyst returns for both companies.
This EverCommerce Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Friday
This article lists five major stock downgrades made by Wall Street analysts on a Friday. Notably, an EverCommerce analyst is no longer bullish, leading to a downgrade for the company. Other companies experiencing downgrades include KinderCare Learning Companies, Nerdwallet Inc, Immutep Ltd – ADR, and Abacus Global Management Inc.
NRDS (NASDAQ: NRDS) trusts report proposed sale of 2,800 and 211 Class A shares
A recent SEC Form 144 filing indicates that two trusts, BEARMAN TRUST and YOUNT FAMILY REV TRUST, have reported proposed sales of Class A Common shares of NRDS. The filing lists proposed sales of 2,800 shares ($29,708.00) and 211 shares ($2,236.60) respectively, with a trade date of March 12, 2026. This notice is a regulatory disclosure for affiliate sales and does not confirm whether the transactions have been executed.
Partnership vs. Corporation: Key Differences and How to Choose
This article compares partnerships and corporations, outlining key differences in liability, taxation, ownership, and management. It explains that partnerships are generally easier and less expensive to form, while corporations are better for raising investor funds due to their ability to issue stock. The piece advises business owners to consider their tax bill, capital raising needs, and risk tolerance when deciding between these two business structures.
Tax withholding trims NerdWallet (NASDAQ: NRDS) CEO share stake
NerdWallet, Inc.'s CEO, Tim Chao-Ming Chen, reported a tax-related share disposition. On March 2, 2026, 11,095 shares of Class A Common Stock were withheld by the issuer at $11.08 per share to cover tax obligations stemming from vesting restricted stock units. Following this transaction, Chen directly owns 562,192 shares, which also include 75,915 RSUs payable solely in Class A Common Stock.
NerdWallet (NRDS) CBO reports RSU tax-withholding share disposition
NerdWallet's Chief Business Officer, Samuel Yount, reported a disposition of 3,779 Class A common shares withheld by the company to cover tax obligations related to the vesting of restricted stock units (RSUs). The shares were valued at $11.08 each, satisfying the tax liability through securities rather than cash. Following this transaction, Yount directly holds 433,578 Class A shares, including 105,107 RSUs, and has indirect ownership of 355,806 shares through trusts and 201,051 shares via an LLC.
[Form 4] NERDWALLET, INC. Insider Trading Activity
NerdWallet, Inc.'s Chief Accounting Officer, Nicholas Tatum, reported multiple transactions involving Class A common stock. He sold a total of 11,044 shares through open-market trades at a weighted average price of $11.45 per share, with some sales under a Rule 10b5-1 trading plan and one complying with Rule 144. Additionally, Tatum made a gift of 595 shares to a charitable donor-advised fund, and following these transactions, he directly holds 47,202 Class A shares, including restricted stock units.
Analysts Are Bullish on These Communication Services Stocks: NerdWallet, Inc. Class A (NRDS), IMAX (IMAX)
Analysts are showing bullish sentiment towards NerdWallet, Inc. Class A (NRDS) and IMAX (IMAX) in the Communication Services sector. NerdWallet has a Strong Buy consensus with an 18.00 price target from Truist Financial and 17.00 from Barclays, while IMAX also holds a Strong Buy consensus, with Wedbush and Roth MKM both setting a $46.00 price target. This suggests a significant upside potential for both companies based on current analyst ratings.
Qatar Airways: What Travelers Should Know
Qatar Airways is a highly-rated international airline, offering economy, business, and first-class cabins with varying fare families and amenities. Its Privilege Club loyalty program allows members to earn and redeem Avios, which can be transferred from several other loyalty programs and credit card rewards. The article details how to earn elite status, the benefits of each tier, and tips for redeeming Avios for maximum value, especially for long-haul business class flights.
NerdWallet (NRDS) Margin-Driven Earnings Growth Tests Bullish Profitability Narrative
NerdWallet (NRDS) recently reported FY 2025 Q4 revenue of US$225.4 million and basic EPS of US$0.19, with trailing twelve-month revenue at US$836.6 million and EPS at US$0.73, showcasing a year of positive profitability. The company achieved 60.2% earnings growth against 4.8% revenue growth in the last 12 months, driven by margin expansion, which bulls attribute to marketing efficiency and high-value traffic. However, critics in the bearish camp question the sustainability of the 5.8% net margin, citing temporary factors like marketing underspends and potential shifts in business mix.
Analysts Offer Insights on Communication Services Companies: NerdWallet, Inc. Class A (NRDS) and Ziff Davis (ZD)
This article highlights bullish sentiments from analysts regarding two communication services companies: NerdWallet, Inc. Class A (NRDS) and Ziff Davis (ZD). Ralph Schackart from William Blair maintained a Buy rating on NerdWallet, while Rishi Jaluria from RBC Capital maintained a Buy rating on Ziff Davis with a $40.00 price target. The article also mentions a consensus Moderate Buy rating for both companies from the Street.
IRS Form 1096 Instructions: How and When to File It
IRS Form 1096 is a summary document, known as the Annual Summary and Transmittal of U.S. Information Returns, that accompanies other information returns when filed by mail. It functions like a cover sheet, informing the IRS what forms are being submitted. This guide provides detailed instructions on who needs to file Form 1096, the types of returns it accompanies, how to complete the form, and important filing deadlines, emphasizing the use of official IRS forms obtained directly or through authorized software.
12 Creative Business Ideas for Artists
This article explores 12 creative business ideas for artists, ranging from traditional art forms like painting and sculpture to digital fields like graphic design and photography. It emphasizes identifying a market, ensuring profitability, and capitalizing on trends for a successful art business. The guide aims to help artists combine their creative skills with entrepreneurial savvy to build lucrative careers.
What Is a 529 Plan? 529 Account Rules, Pros and Cons
A 529 plan is a tax-advantaged savings account designed to help individuals save for education expenses. While contributions are not federally tax-deductible, investment growth and withdrawals for qualified educational costs are tax-free. Key features include the ability to pick plans from any state, flexible beneficiary changes, and high contribution limits, though withdrawals for non-qualified expenses incur penalties and ordinary income taxes.
Qatar Airways Economy Class: What to Know
This article provides a comprehensive guide to Qatar Airways Economy Class, detailing its four fare classes: Promo, Classic, Convenience, and Comfort. It highlights unique aspects like free checked bags, average seat sizes, and tips for optimizing the travel experience, including credit card recommendations for earning points. The article aims to help travelers understand what to expect when flying economy with Qatar Airways, especially concerning baggage, boarding, seat options, and available perks.
The Guide to Alaska Airlines First Class
This guide details the Alaska Airlines first-class experience, including perks like luxury seating, priority boarding, free checked bags, and lounge access. It also explains how to book first-class tickets using Atmos points and discusses how the offering compares to the premium class. The article emphasizes maximizing value through point redemptions, especially for international travel on partner airlines within the Oneworld alliance.
Emirates Business Class: What to Know
This guide provides an in-depth review of the Emirates Business Class experience, covering everything from chauffeur service and baggage allowance to in-flight amenities and seat configurations on different aircraft. It also details the cost of Business Class tickets, how to redeem miles, and compares the offering with other Emirates fare classes, highlighting key aspects like the lounge access, dining, and entertainment options. The article emphasizes the importance of knowing the aircraft type due to variations in seating, particularly the less desirable middle seats on certain Boeing 777 models.
6 Things to Know Before Flying Emirates First Class
This article outlines six essential tips for travelers flying Emirates first class, covering booking with points, understanding different aircraft experiences (Airbus A380 vs. Boeing 777), complimentary chauffeur service, on-demand dining, spa treatments in the Dubai lounge, and luggage considerations. It emphasizes that while the experience is luxurious, travelers should be aware of the specific perks offered by different aircraft and the lack of overhead storage.
How to Get a Business Class Upgrade on Turkish Airlines
This article details how to upgrade to business class on Turkish Airlines, emphasizing that it's often better value to book a business class award ticket directly using miles rather than paying for an upgrade. It covers various upgrade options, including using Miles&Smiles miles, last-minute upgrades, and benefits for Elite Plus members, while also outlining the perks of Turkish Airlines' highly-rated business class experience. The piece explains how to earn Miles&Smiles miles through transfer partners and specific credit cards.
Air Canada Premium Economy Class: What to Know
Air Canada's Premium Economy class offers significant upgrades from standard economy, including more legroom, wider seats, enhanced meals, and two free checked bags. Passengers also receive priority services, bonus Aeroplan points, and amenity kits. The article details the seating, dining experiences, and perks, explaining how travelers can book these seats using points and miles, primarily through Air Canada's Aeroplan program.
Short Selling: 5 Steps for Shorting a Stock
Short selling involves borrowing shares and selling them with the expectation that their price will fall, allowing the trader to buy them back cheaper and profit from the difference. This strategy can provide returns during market downturns or act as a hedge, but it carries significant risks, including potentially unlimited losses, unlike traditional stock purchases. To engage in short selling, investors need a margin account, collateral, and must maintain margin requirements, understanding that costs like interest and fees impact profitability.
How to Make the Most of Turkish Airlines Economy Class
This article details how to make the most of Turkish Airlines Economy Class, highlighting its unexpected perks like two checked bags, amenity kits, and quality meals on long-haul flights. It covers booking options, using miles from Star Alliance partners like United, and what to expect onboard, including seat configurations, baggage allowances, and service. The article also provides tips for an enhanced economy travel experience, such as bringing snacks and noise-canceling headphones.
How to Buy Gold: 4 Ways to Invest In Gold's Rapid Rise
This article explores four ways to invest in gold—gold stocks, gold funds, gold futures, and physical gold—highlighting the pros and cons of each as gold prices reach record highs in 2026 due to international tensions and economic uncertainty. It emphasizes that while gold can serve as a hedge against market downturns and diversify a portfolio, physical gold comes with significant challenges such as storage costs, insurance, and illiquidity, making other investment methods often more practical for investors.
The Guide to United Business Class
This guide details the perks and experiences of flying United business class, distinguishing it from United Polaris and first class. It covers airport benefits like Premier Access, in-flight amenities such as larger seats and premium dining, and strategies for booking through cash, miles, or upgrades. The article also reviews several United co-branded credit cards and their respective benefits for earning miles and accessing exclusive travel perks.
Delta Comfort Plus vs. First Class Cabin: Which is Right for You?
This article compares Delta Comfort Plus and First Class cabins to help travelers decide which option best suits their needs. It highlights key differences in checked bags, flight attendant services, and fare costs, along with details on seat selection, boarding privileges, earnings rates for SkyMiles members, and upgrade options for both cabin types. The piece concludes that while both offer enhanced comfort, First Class provides a superior experience at a higher price point, whereas Comfort Plus is a more budget-friendly upgrade from the main cabin.
The Best First Class Airline in the U.S.
This article analyzes the first-class offerings of major U.S. airlines—Delta, United, and American Airlines—to determine the best. It evaluates amenities, seat comfort, point earning and redemption, route networks, and lounge quality. While American Airlines excels in route network, Delta and United emerge as the top contenders, with Delta winning for amenities and seats, and United for points and lounges, suggesting the best choice depends on individual traveler priorities.
ESG for Beginners: Environmental, Social and Governance Investing
ESG investing focuses on environmental, social, and governance factors to evaluate a company's sustainability and overall impact, beyond just financial returns. This article explains what ESG is, its benefits like potential for high returns and lower risk, and how it differs from socially responsible investing. It also provides guidance on how to build an ESG portfolio, whether through self-selection of investments or seeking advice from financial professionals.
How to Buy Coinbase Stock (COIN)
This article explains how to buy Coinbase (COIN) stock, emphasizing that it provides exposure to the cryptocurrency market without direct crypto investment. It details the steps through a brokerage account, stressing the importance of researching cryptocurrency's future and Coinbase's role, and warning investors to only invest what they can afford to lose.
American Airlines Upgrades: What You Need to Know
This article details how to upgrade a flight on American Airlines, focusing on three main methods: cash or miles, Systemwide Upgrades (SWUs), and complimentary upgrades for elite status members. It explains the prioritization factors for upgrades, such as elite status level, type of upgrade requested, Loyalty Points accrued, and fare class. The article also provides advice for non-elite members and those flying in basic economy, suggesting that earning miles or buying premium tickets outright might be more cost-effective than dynamically priced upgrades.
How to Make the Most of Korean Air Economy Class
This article provides a comprehensive guide on making the most of Korean Air Economy Class, covering aspects like booking different fare types (Saver, Standard, Flex), baggage allowance, boarding procedures, seat specifications, and food and drink offerings. It also offers strategies for travelers to get value from their Korean Air experience, such as redeeming Skypass miles for Korean Air or partner airline flights and bringing personal amenities. The article aims to help passengers optimize their travel experience in Korean Air's economy cabin.
NerdWallet Announces $50 Million Increase in Share Repurchase Program
NerdWallet, Inc. (Nasdaq: NRDS) announced that its Board of Directors has authorized an additional $50 million for its share repurchase program, increasing the total authorization to up to $125 million of Class A common stock. The repurchases will occur as market conditions warrant and with no definitive time limit, depending on various factors at management's discretion. This move aims to provide financial flexibility and potentially enhance shareholder value.
Turkish Airlines Business Class: What You Need to Know
This article provides a comprehensive guide to Turkish Airlines Business Class, detailing the amenities and services available to passengers, from lounge access and lie-flat seats to gourmet meals prepared by a flying chef. It also offers advice on how to book business class tickets using miles and points, highlighting the value of Turkish Airlines' own Miles&Smiles program and transferrable points from partners like Citi ThankYou and Capital One.
American Airlines Business Class: What to Know
This detailed guide covers what to expect when flying American Airlines Flagship Business class, including booking options, airport experience, seat types, amenities, and in-flight dining. It highlights how to maximize rewards when booking and differentiates between the various business class seat configurations across American Airlines' fleet.
NerdWallet sets aside up to $125M to buy back its own shares
NerdWallet, Inc. (Nasdaq: NRDS) announced an additional $50 million authorization for its share repurchase program, bringing the total authorization to $125 million for Class A common stock. Repurchases will be made at management's discretion based on market conditions and other factors, with no time limit. This move is typically seen as a signal of confidence in the company's valuation and a way to return value to shareholders.
NerdWallet Expands Share Repurchase Authorization to $125M
NerdWallet, Inc. (NRDS) announced that its Board of Directors approved an amendment to its share repurchase authorization, increasing the total from $75 million to $125 million. This expansion provides flexibility for future stock repurchases, aiming to enhance shareholder value. A recent analyst rating maintains a "Buy" with a $17.50 price target, and TipRanks’ AI Analyst, Spark, rates NRDS as "Outperform" due to strong financial performance despite some valuation concerns.
Delta One vs. First Class: What’s the Difference?
This article explains the key differences between Delta One and Delta First Class offerings. Delta One is Delta's international business class, typically found on long-haul transcontinental and international flights, featuring lie-flat seats and premium services. Delta First Class is generally for shorter domestic routes, providing larger seats with more legroom but without lie-flat capability.
Alaska Airlines Fare Classes: What You Need to Know
This article explains how Alaska Airlines fare classes influence the points earned, elite status, and additional benefits for travelers, especially members of the Atmos Rewards program. It details the various economy, Premium Class, and first-class fare categories and clarifies how each impacts the accumulation of base points, bonus points, and elite-qualifying points. The guide also outlines how elite status holders can leverage specific fare classes for upgrades and additional point bonuses.
Lufthansa Business Class: What to Know
This article provides a comprehensive guide to Lufthansa Business Class, detailing the amenities, booking process, and ways to maximize value. It covers baggage allowance, priority services, seat configurations (including the new lie-flat options), meal services, and lounge access. The article also explains how to book using cash or points, highlights the differences between economy and business class, and offers strategies like Miles & More Bargains and redeeming miles with partners, in addition to showcasing the new business class product on Boeing 787 and Airbus A350.
Is First Class Worth It? A Flyer's Guide
This guide explores whether flying first class is worth the cost, detailing the differences between economy and first class, focusing on domestic versus international flights. It also discusses alternatives like business class and premium economy, and strategies such as using points and miles to make first-class travel more affordable. The article concludes that the value of first class largely depends on individual priorities and travel budgets.
