---
schema_version: "secwatch.filing_event.v1"
accession: "0001625278-22-000132"
form_type: "8-K/A"
ticker: "NRDS"
cik: "0001625278"
company_name: "NERDWALLET, INC."
filed_at: "2022-08-17T23:59:59+00:00"
generated_at: "2026-06-23T23:08:56.202543+00:00"
event_type: "m_and_a"
sentiment: "neutral"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# NerdWallet files historical financials for OTB acquisition; OTB 2021 revenue $38.1M

## Summary
- OTB reported 2021 net revenue of $38.1M, net income of $4.6M, and total assets of $12.2M.
- OTB's operating expenses were $32.7M in 2021, with sales and marketing at $25.5M.
- Pro forma combined financial statements for NerdWallet and OTB as of March 31, 2022, are provided.
- Amendment only adds required financial statements; no other changes to the original acquisition report.

## SEC filing metadata
- accession: 0001625278-22-000132
- form_type: 8-K/A
- ticker: NRDS
- cik: 0001625278
- company_name: NERDWALLET, INC.
- filed_at: 2022-08-17T23:59:59+00:00
- event_type: m_and_a
- sentiment: neutral
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 9.01, 7.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1625278/000162527822000132/0001625278-22-000132-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1625278/000162527822000132/nrds-20220711.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001625278-22-000132
- JSON: https://secwatch.observer/filing/0001625278-22-000132.json
- Plain text: https://secwatch.observer/filing/0001625278-22-000132.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.
