undamentalytics Newsletter

Nerdwallet, Inc. insider trading

Every open-market purchase and sale by Nerdwallet, Inc.'s officers, directors and largest shareholders since November 4, 2021, and what the share price did next.

No insider has bought shares on the open market in five years.

Insider purchase Insider sale Marker size reflects trade value. Weekly closes adjusted for splits; may be delayed.
Nerdwallet, Inc. insider open-market trades
DateInsiderTrade SharesPriceValue 1M after 3M after 6M after

From insiders' Form 4 filings with the SEC: open-market purchases and sales only (awards, option exercises and shares withheld for tax are excluded), combined to one line per insider per day. "Plan" marks trades the filing says were made under a pre-set Rule 10b5-1 trading plan, which are scheduled in advance. Price changes run from the close on the trade date; hover a figure for the change relative to the S&P 500. Past moves don't predict future ones.

Does following Nerdwallet, Inc.’s insiders pay?

From December 6, 2021 to June 30, 2026, 6 insiders reported 8 open-market purchases and 15 sales not made under a pre-set plan in Nerdwallet, Inc. Twelve months after each purchase was reported, the shares were +28.6% against the S&P 500 on average (median +24.1%), over 8 purchases with a full year of prices; 75% beat the index. After sales, the shares moved +20.0% against the index over 12 months (a negative figure means selling was the right call). That rests on fewer than 20 purchases, too few to read much into. Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on March 9, 2022 into $12,635 by November 2, 2026, +5.2% a year. It held shares 76% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $16,911 (+12.0% a year), and held throughout $18,857 (+14.7%).

$0$10.0k$20.0k 20222023202420252026 $18.9k$16.9k$12.6k
Copying Nerdwallet, Inc.'s insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by Nerdwallet, Inc.'s insiders from March 9, 2022, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 76% of the time.
Nerdwallet, Inc.: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest report
Chen Tim Chao-Ming Chief Executive Officer 7 +34.5% (7) 86% 0 — September 13, 2023
Yount Samuel Chief Business Officer 0 — — 6 — March 19, 2026
Gillease Kelly Chief Marketing Officer 0 — — 3 +27.2% (3) June 6, 2022
Stclair Lauren Chief Financial Officer 0 — — 3 +34.3% (3) December 4, 2024
Topline Capital Partners, LP and related entities 10% owner 1 −12.2% (1) 0% 1 — June 30, 2026
Yuann Kevin Chief Business Officer 0 — — 2 −12.3% (2) December 5, 2022

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

← Back to Nerdwallet, Inc. · Funds · Politicians