greeksoup/ stock research
Stock research / United States / NRDS / Planned sales

Nerdwallet, Inc. planned insider sales

In the last twelve months insiders at Nerdwallet, Inc. filed 24 Form 144 notices of planned sales, 535,636 shares worth $5.0 million at the time of filing, from 8 sellers. The latest, filed 2 July 2026: Yount Samuel (former officer), 33,153 shares worth $311,859, planned for around 2 July 2026 through Fidelity Brokerage Services LLC.

FiledSellerRelationshipSharesValuePlanned saleSold, per Form 4BrokerHow acquiredFiling
2 July 2026Yount SamuelFormer Officer33,153$311,8592 July 2026No matching Form 4 saleFidelity Brokerage Services LLCStock Option ExerciseForm 144
2 June 2026The Margaret Yount CRTFormer affiliate300$2,6252 June 2026No matching Form 4 saleMorgan Stanley Smith Barney LLC Executive Financial ServicesMerger/AcquisitionForm 144
2 June 2026The SMB Charitable Remainder Trustformer affiliate400$3,5002 June 2026No matching Form 4 saleMorgan Stanley Smith Barney LLC Executive Financial ServicesMerger/AcquisitionForm 144
2 June 2026Bearman LLCFormer Affiliate500$4,3752 June 2026No matching Form 4 saleMorgan Stanley Smith Barney LLC Executive Financial ServicesMerger/AcquisitionForm 144
1 June 2026The Margaret Yount CRTFormer affiliate15,728$137,7301 June 2026No matching Form 4 saleMorgan Stanley Smith Barney LLC Executive Financial ServicesMerger/AcquisitionForm 144
1 June 2026The SMB Charitable Remainder Trustformer affiliate17,314$151,5821 June 2026No matching Form 4 saleMorgan Stanley Smith Barney LLC Executive Financial ServicesMerger/AcquisitionForm 144
1 June 2026Bearman LLCFormer Affiliate35,062$306,9851 June 2026No matching Form 4 saleMorgan Stanley Smith Barney LLC Executive Financial ServicesMerger/AcquisitionForm 144
26 May 2026Bearman LLCFormer Affiliate71,193$587,96226 May 2026No matching Form 4 saleMorgan Stanley Smith Barney LLC Executive Financial ServicesMerger/AcquisitionForm 144
26 May 2026Yount Family Rev TrustFormer Affiliate78,807$650,74926 May 2026No matching Form 4 saleMorgan Stanley Smith Barney LLC Executive Financial ServicesMerger/AcquisitionForm 144
22 May 2026Yount Family Rev TrustFormer Affiliate150,000$1.2 million22 May 2026No matching Form 4 saleMorgan Stanley Smith Barney LLC Executive Financial ServicesMerger/AcquisitionForm 144
17 March 2026The Margaret Yount CRTOfficer6,154$63,12817 March 2026No matching Form 4 saleMorgan Stanley Smith Barney LLC Executive Financial ServicesMerger/AcquisitionForm 144
17 March 2026The SMB Charitable Remainder TrustOfficer6,154$63,16117 March 2026No matching Form 4 saleMorgan Stanley Smith Barney LLC Executive Financial ServicesMerger/AcquisitionForm 144
17 March 2026Bearman TrustOfficer24,278$250,86717 March 2026No matching Form 4 saleMorgan Stanley Smith Barney LLC Executive Financial ServicesMerger/AcquisitionForm 144
17 March 2026Yount Family Rev TrustOfficer35,402$365,74917 March 2026No matching Form 4 saleMorgan Stanley Smith Barney LLC Executive Financial ServicesMerger/AcquisitionForm 144
12 March 2026Yount Family Rev TrustOfficer211$2,23712 March 2026No matching Form 4 saleMorgan Stanley Smith Barney LLC Executive Financial ServicesMerger/AcquisitionForm 144
12 March 2026Bearman TrustOfficer2,800$29,70812 March 2026No matching Form 4 saleMorgan Stanley Smith Barney LLC Executive Financial ServicesMerger/AcquisitionForm 144
5 March 2026Tatum NicholasOfficer10,151$116,2535 March 202611,044 shares from 4 March 2026Fidelity Brokerage Services LLCESPP Purchase; Restricted Stock VestingForm 144
4 March 2026Tatum NicholasOfficer893$10,2254 March 2026No matching Form 4 saleFidelity Brokerage Services LLCRestricted Stock VestingForm 144
3 December 2025Tatum NicholasOfficer1,191$18,9733 December 2025596 shares from 3 December 2025Fidelity Brokerage Services LLCRestricted Stock VestingForm 144
2 December 2025Yount Family Rev Trust DTD 11/20/19Officer15,945$255,7502 December 2025No matching Form 4 saleMorgan Stanley Smith Barney LLC Executive Financial ServicesMerger/AcquisitionForm 144
26 November 2025Yount Family Rev Trust DTD 11/20/19Officer10,000$150,75126 November 2025No matching Form 4 saleMorgan Stanley Smith Barney LLC Executive Financial ServicesMerger/AcquisitionForm 144
24 November 2025Yount Family Rev Trust DTD 11/20/19Officer5,040$71,99024 November 2025No matching Form 4 saleMorgan Stanley Smith Barney LLC Executive Financial ServicesMerger/AcquisitionForm 144
14 November 2025Yount Family Rev Trust DTD 11/20/19Officer521$7,42614 November 2025No matching Form 4 saleMorgan Stanley Smith Barney LLC Executive Financial ServicesMerger/AcquisitionForm 144
13 November 2025Yount Family Rev Trust DTD 11/20/19Officer14,439$207,13913 November 2025No matching Form 4 saleMorgan Stanley Smith Barney LLC Executive Financial ServicesMerger/AcquisitionForm 144
A Form 144 is the notice an insider files with the SEC before selling restricted or control shares over the Rule 144 thresholds; it says what may be sold, not what was.
Read moreValue is the filer's own aggregate market value. Sold, per Form 4: the same seller's open-market sales on Form 4 from the notice's date to 90 days after, added up, as they appear on the insiders page; a holder who files no Form 4, such as some large holders, never shows one. What is a Form 144?