---
schema_version: "secwatch.filing_event.v1"
accession: "0001625278-22-000150"
form_type: "8-K/A"
ticker: "NRDS"
cik: "0001625278"
company_name: "NERDWALLET, INC."
filed_at: "2022-10-03T23:59:59+00:00"
generated_at: "2026-06-23T05:58:40.925764+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.25
calibrated_materiality_score: 0.25
confidence: "high"
source: SEC EDGAR
---

# NerdWallet discloses terms of former CMO Kelly Gillease consulting agreement: $255K retainer, one-year term

## Summary
- Former CMO Kelly Gillease entered a one-year consulting agreement effective Oct 1, 2022 for transition support.
- Retainer fee of $255,000 paid in equal monthly installments over the transition period.
- Outstanding stock options and RSUs continue to vest during consulting; ISOs convert to NSOs after Oct 1, 2022.
- Consulting includes customary IP assignment and confidentiality provisions.

## SEC filing metadata
- accession: 0001625278-22-000150
- form_type: 8-K/A
- ticker: NRDS
- cik: 0001625278
- company_name: NERDWALLET, INC.
- filed_at: 2022-10-03T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.25
- calibrated_materiality_score: 0.25
- confidence: high
- sec_items: 5.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1625278/000162527822000150/0001625278-22-000150-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1625278/000162527822000150/nrds-20220707.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001625278-22-000150
- JSON: https://secwatch.observer/filing/0001625278-22-000150.json
- Plain text: https://secwatch.observer/filing/0001625278-22-000150.txt

## Key facts
- Executive change
  Kelly Gillease departed as Chief Marketing Officer at NERDWALLET, INC..
  - Action: stepped down
  - Role: Chief Marketing Officer
  source text: As previously disclosed on July 13, 2022, Kelly Gillease stepped down from her position as Chief Marketing Officer of NerdWallet effective October 1, 2022
  evidence_url: https://www.sec.gov/Archives/edgar/data/1625278/000162527822000150/0001625278-22-000150-index.htm

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