Tim Chao-Ming Chen - Dec 12, 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
Stock symbol
NRDS
Transactions as of
Dec 12, 2023
Transactions value $
$0
Form type
4
Date filed
12/14/2023, 06:23 PM
Previous filing
Dec 7, 2023
Next filing
Mar 5, 2024

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 -4.41M -100% $0.00* 0 Dec 12, 2023 Class A Common Stock 4.41M By The Seed Investor Irrevocable Remainder Trust F1, F2, F3
transaction NRDS Class B Common Stock Gift $0 +1.47M $0.00 1.47M Dec 12, 2023 Class A Common Stock 1.47M By The Seed Investor Irrevocable Trust A F1, F2, F3
transaction NRDS Class B Common Stock Gift $0 +1.47M $0.00 1.47M Dec 12, 2023 Class A Common Stock 1.47M By The Seed Investor Irrevocable Trust B F1, F2, F3
transaction NRDS Class B Common Stock Gift $0 +1.47M $0.00 1.47M Dec 12, 2023 Class A Common Stock 1.47M By The Seed Investor Irrevocable Trust C F1, F2, F3
transaction NRDS Class B Common Stock Gift $0 -1.32M -50% $0.00 1.32M Dec 12, 2023 Class A Common Stock 1.32M By The Seed Investor Irrevocable Remainder Trust II F1, F2, F3
transaction NRDS Class B Common Stock Gift $0 +1.32M $0.00 1.32M Dec 12, 2023 Class A Common Stock 1.32M By The Seed Investor Irrevocable Remainder Trust II-B F1, F2, F3
transaction NRDS Class B Common Stock Gift $0 -1.93M -10.34% $0.00 16.7M Dec 12, 2023 Class A Common Stock 1.93M By The Tim Chen Revocable Trust F1, F2, F4
transaction NRDS Class B Common Stock Gift $0 +966K $0.00 966K Dec 12, 2023 Class A Common Stock 966K By The Seed Investor Exempt Trust A F1, F2, F3
transaction NRDS Class B Common Stock Gift $0 +966K $0.00 966K Dec 12, 2023 Class A Common Stock 966K 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.