---
schema_version: "secwatch.filing_event.v1"
accession: "0001625278-24-000156"
form_type: "8-K"
ticker: "NRDS"
cik: "0001625278"
company_name: "NERDWALLET, INC."
filed_at: "2024-10-03T23:59:59+00:00"
generated_at: "2026-05-30T21:34:19.384385+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.4
calibrated_materiality_score: 0.4
confidence: "high"
source: SEC EDGAR
---

# NerdWallet promotes Samuel Yount to Chief Business Officer; amends credit facility for $15M subsidiary investments

## Summary
- Samuel Yount promoted to Chief Business Officer, effective Oct 1, 2024; previously VP of Consumer Credit.
- Second Amendment to credit agreement allows up to $15M aggregate investments in unrestricted subsidiaries per fiscal year.
- Amendment entered with JPMorgan Chase as administrative agent; standard unrestricted subsidiary provisions apply.

## SEC filing metadata
- accession: 0001625278-24-000156
- form_type: 8-K
- ticker: NRDS
- cik: 0001625278
- company_name: NERDWALLET, INC.
- filed_at: 2024-10-03T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.4
- calibrated_materiality_score: 0.4
- confidence: high
- sec_items: 1.01, 8.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1625278/000162527824000156/0001625278-24-000156-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1625278/000162527824000156/nrds-20240927.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001625278-24-000156
- JSON: https://secwatch.observer/filing/0001625278-24-000156.json
- Plain text: https://secwatch.observer/filing/0001625278-24-000156.txt

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