NerdWallet, Inc. (NRDS)
Nasdaq: NRDS · Services-Computer Processing & Data Preparation · San Mateo, CA · filing with the SEC since 2015
Grade6.4
◀ Past 7.0● Present 6.6▶ Future 5.5
Who runs NerdWallet, Inc.
Officers and directors as they report to the SEC on Forms 3, 4 and 5, named as filedChief executive, as filed
Chen Tim Chao-Ming
Chief Executive Officer. First filing Nov 2021, latest Sep 3, 2026, 8 filings in all.
Officers reporting now
5
of 9 people with a filing in the last fifteen months
Directors reporting now
4
17 people on the record since 2021
Officerssales are open-market, Sep 30, 2025 to Sep 30, 2026
| Name | Title as filed | First filing | Latest filing | Sales, 12 months |
|---|---|---|---|---|
| Chen Tim Chao-Ming | Chief Executive Officer | Nov 2021 | Sep 3, 2026 | none |
| Lee Jun Hyung | Chief Financial Officer | Mar 2025 | Sep 3, 2026 | none |
| Mischner Sam Brian | Chief Revenue Officer | Apr 2026 | Sep 3, 2026 | none |
| Tatum Nicholas | Chief Accounting Officer | Mar 2025 | Sep 3, 2026 | 6 · $200,000 |
| Yount Samuel | Chief Business Officer | Jan 2023 | Mar 19, 2026 | 12 · $1.6M |
Directorssales are open-market, Sep 30, 2025 to Sep 30, 2026
| Name | Role | First filing | Latest filing | Sales, 12 months |
|---|---|---|---|---|
| Chia Teresa | director | May 2026 | May 26, 2026 | none |
| Laube Lynne Marie | director | Nov 2021 | May 26, 2026 | none |
| Ling Anthony | director | May 2025 | May 26, 2026 | none |
| Mcbride Kenneth Thomas | director | Apr 2022 | May 26, 2026 | none |
Owners of more than 10% of a classsales are open-market, Sep 30, 2025 to Sep 30, 2026
| Name | Role | First filing | Latest filing | Sales, 12 months |
|---|---|---|---|---|
| Mcbirney Collin | other | Oct 2024 | Jun 30, 2026 | 3 · $17.9M |
| Topline Capital Management, LLC | other | Oct 2024 | Jun 30, 2026 | none |
| Topline Capital Partners, LP | 10% owner | Oct 2024 | Jun 30, 2026 | 3 · $17.9M |
Earlier names on the record18, newest filing first
Ceran Jennifer · director · last filing May 2025Stclair Lauren · officer · last filing Mar 2025Taylor Maurice Kevin · director · last filing May 2024Yuann Kevin · officer · last filing Mar 2024Caine John · officer · last filing Dec 2022Institutional Venture Partners Xiv, L.P. · 10% owner · last filing Nov 2022Gillease Kelly · officer · last filing Sep 2022Loverro Thomas · director · last filing May 2022Robinson James D III · director · last filing Nov 2021Chaffee Todd C · 10% owner · last filing Nov 2021Fogelsong Norman A · 10% owner · last filing Nov 2021Harrick Stephen J · 10% owner · last filing Nov 2021Innovius Capital Gp I, LLC · 10% owner · last filing Nov 2021Innovius Capital Sirius I, L.P. · 10% owner · last filing Nov 2021Institutional Venture Management Xiv, LLC · 10% owner · last filing Nov 2021Maltz Jules A. · 10% owner · last filing Nov 2021Miller J Sanford · 10% owner · last filing Nov 2021Phelps Dennis B · 10% owner · last filing Nov 2021
A person is listed as reporting now after a filing in the last fifteen months. The record shows when someone last filed; it does not say why they stopped. Each name links to the filings on sec.gov.