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Nerdwallet, Inc. (NRDS)  
$13.75 0.08 (0.59%) as of 4:30 Tue 5/14


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Exchange: N/A
Security Type: Common
Shares Out: 34,150,000
Market Cap: 469.56(M)
Last Volume: 0 Avg Vol: 0
52 Week Range: $6.51 - $16.98
Level I Sector: N/A
Level II Sector: N/A
Level III Sector: N/A

Member Indexes:
   

Rankings:
     
Insider 3 Months    :   -
Insider 6 Months    :   -
Insider 3/6 Months :   -
Guru Rank Number :  -
Guru Rank Value     :  -
Guru Occurances    :  -

 

            6 Months   1 Year   2 Year  
 
Company Profile   NerdWallet provides consumer-driven advice about personal finance through its platform by connecting individuals and small and mid-sized businesses (SMBs) with providers of financial products. Co. delivers guidance to consumers through educational content, tools and calculators, product marketplaces and the NerdWallet app. Co.'s platform delivers solutions across various financial products, including credit cards, mortgages, insurance, SMB products, personal loans, banking, investing and student loans. Co.'s platform aligns the interests of consumers and SMBs seeking financial guidance and products with the financial services providers that provide these products.

 
 
Summary  (Direct Transactions Only) 3 Months 6 Months 12 Months 24 Months
Total Shares Bought 0 0 30,588 128,314
Total Buy Value $0 $0 $255,676 $1,150,268
Total People Bought 0 0 1 1
Total Buy Transactions 0 0 2 6
Total Shares Sold 7,644 7,644 13,584 77,078
Total Sell Value $124,293 $124,293 $181,780 $972,021
Total People Sold 1 1 3 6
Total Sell Transactions 2 2 5 22
End Date 2024-02-15 2023-11-14 2023-05-16 2022-05-16

   
Records found: 100
  Page 4 of 4  
Filer's Name Relation Title Off-Dir-10% Tran. Date Form Action Price Mkt Value D/I Shares Holdings
Rank

  
3m +/-  
Form
   Yuann Kevin Chief Business Officer   •       –      –    2022-03-24 4 A $0.00 $0 D/D 34,246 226,640     -
   Stclair Lauren Chief Financial Officer   •       –      –    2022-03-24 4 A $0.00 $0 D/D 85,616 231,143     -
   Chen Tim Chao-Ming Chief Executive Officer   •       •       •   2022-03-16 4/A B $10.60 $106,000 D/D 10,000 120,000 3.23     -
   Chen Tim Chao-Ming Chief Executive Officer   •       •       •   2022-03-15 4 B $10.58 $105,800 D/D 10,000 120,000 3.23 -16%     
   Chen Tim Chao-Ming Chief Executive Officer   •       •       •   2022-03-14 4 B $9.78 $97,800 D/D 10,000 110,000 3.23 -11%     
   Chen Tim Chao-Ming Chief Executive Officer   •       •       •   2022-03-09 4 B $11.33 $156,286 D/D 13,794 100,000 3.23 -23%     
   Chen Tim Chao-Ming Chief Executive Officer   •       •       •   2022-03-08 4 B $10.19 $255,769 D/D 25,100 86,206 3.23 -21%     
   Chen Tim Chao-Ming Chief Executive Officer   •       •       •   2022-03-07 4 B $9.80 $598,839 D/D 61,106 61,106 3.23 -15%     
   Gillease Kelly Chief Marketing Officer   •       –      –    2022-03-02 4 S $9.51 $27,841 D/D (2,927) 122,262 9%     
   Stclair Lauren Chief Financial Officer   •       –      –    2022-03-02 4 S $9.51 $184,234 D/D (19,369) 145,527 9%     
   Yuann Kevin Chief Business Officer   •       –      –    2022-03-02 4 S $9.51 $8,266 D/D (869) 192,394 9%     
   Gillease Kelly Chief Marketing Officer   •       –      –    2022-01-18 4 OE $14.00 $1,232 D/D 88 125,189     -
   Gillease Kelly Chief Marketing Officer   •       –      –    2021-12-30 4 OE $7.42 $298,746 D/D 30,334 125,101     -
   Gillease Kelly Chief Marketing Officer   •       –      –    2021-12-02 4 S $15.99 $38,690 D/D (2,420) 94,767     -
   Yuann Kevin Chief Business Officer   •       –      –    2021-12-02 4 S $15.99 $11,047 D/D (691) 193,263     -
   Phelps Dennis B 10% Owner   –       –       •   2021-11-08 4 A $0.00 $0 I/I 4,454,541 4,454,541     -
   Innovius Capital Gp I, Llc 10% Owner   –       –       •   2021-11-08 4 A $0.00 $0 I/I 5,603 5,209,366     -
   Robinson James D III Director   –       •      –    2021-11-08 4 A $0.00 $0 I/I 1,670,452 556,817     -
   Stclair Lauren Chief Financial OfficerOfficer   •       –      –    2021-11-03 3 IO $0.00 $0 D/D 0 7,396     -
   Stclair Lauren Chief Financial OfficerOfficer   •       –      –    2021-11-03 3 IO $0.00 $0 D/D 0 157,500     -
   Gillease Kelly Chief Marketing OfficerOfficer   •       –      –    2021-11-03 3 IO $0.00 $0 D/D 0 87,964     -
   Gillease Kelly Chief Marketing OfficerOfficer   •       –      –    2021-11-03 3 IO $0.00 $0 D/D 0 9,223     -
   Innovius Capital Sirius I, L.p. 10% Owner   –       –       •   2021-11-03 3 IO $0.00 $0 D/D 0 5,203,763     -
   Yuann Kevin Chief Business OfficerOfficer   •       –      –    2021-11-03 3 IO $0.00 $0 D/D 0 23,207     -
   Yuann Kevin Chief Business OfficerOfficer   •       –      –    2021-11-03 3 IO $0.00 $0 D/D 0 170,747     -
  100 Records found
  1  2  3  4    
  Page 4 of 4
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
  OE - Options Exercised A - Acquired
  IO - Initital Ownership D - Disposed
 
 
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