NRDS NERDWALLET, INC.

CIK 0001625278 46 ready 8-Ks latest May 21, 2026, 5:22 PM ET RSS · JSON

Activity: QUIET 0 filings / 30d vs 1 baseline Risk accumulating: repeated leadership change (2)

Ready 8-Ks 46

Latest filing May 21, 2026, 5:22 PM ET

Top materiality 0.85

Event mix earnings ×18 · leadership ×10 · other_material ×10

Sentiment 17 pos · 3 neg · 26 neu

Latest earnings reported 2026-Q1

Executive change recent →

Recent 8-K filings for NRDS

Highest-materiality recent filing

NerdWallet to acquire On the Barrelhead for ~$120M; expects Q3 2022 close

June 24, 2022, 7:59 PM ET M&A materiality 0.85 positive item 1.01 item 3.02 item 5.02 item 7.01 item 9.01

Total consideration ~$120M: $70M cash from existing credit facility + $50M in stock (VWAP $10.37/share, half subject to 2-year lock-up).
On the Barrelhead had ~$38M revenue in 2021 (~90% YoY growth) and $5M net income; deal expected to be accretive to 2022 revenue and adjusted EBITDA.

Read filing →

May 21, 2026, 5:22 PM ET leadership materiality 0.35 neutral item 5.02 item 5.07 item 9.01 ◈ executive_change ×2◈ Shareholder Votes ×2

NerdWallet appoints Teresa Chia to board; directors elected, auditor ratified

Teresa Chia appointed to NerdWallet board effective May 22, 2026, filling vacancy from Jennifer Ceran not standing for reelection.
May 6, 2026, 7:59 PM ET earnings materiality 0.70 positive item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

NerdWallet Q1 revenue $222.2M (+6% YoY); GAAP net income $20.4M, EPS $0.29

Revenue $222.2M (+6% YoY); GAAP net income $20.4M vs $0.2M prior year, diluted EPS $0.29.
March 26, 2026, 7:59 PM ET other materiality 0.10 neutral item 5.05 item 9.01 ◈ Governance Changes

NerdWallet board amends Code of Business Conduct, adds AI policy

Amendments approved March 19, 2026, apply to directors, officers, and employees.
February 25, 2026, 6:59 PM ET earnings materiality 0.75 neutral item 2.02 item 7.01 item 9.01

NerdWallet Q4 revenue $225.4M (+23% YoY); GAAP net income $14.0M, down 64%

Q4 revenue $225.4M (+23% YoY); full-year 2025 revenue $836.6M (+22% YoY).
December 17, 2025, 6:59 PM ET other material materiality 0.55 positive item 7.01 item 9.01

NerdWallet board approves $50M increase in share repurchase authorization to $125M

Authorization raised from $75M to $125M, approved December 16, 2025.
November 6, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 9.01

NerdWallet Q3 revenue $215.1M (+12% YoY); GAAP EPS $0.34, non-GAAP op income $41.3M

Revenue $215.1M, up 12% YoY; GAAP net income $26.3M ($0.34 diluted EPS) vs near-zero prior year.
September 15, 2025, 7:59 PM ET other material materiality 0.50 positive item 8.01 item 9.01

NerdWallet increases share repurchase authorization from $25M to $75M

Board approved an increase in share repurchase authorization to $75 million, up from $25 million.
August 7, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 9.01

NerdWallet Q2 revenue $186.9M (+24% YoY); GAAP net income $8.2M vs year-ago loss

Revenue $186.9M, up 24% YoY; GAAP diluted EPS $0.11, up from ($0.12).
June 18, 2025, 7:59 PM ET other material materiality 0.35 neutral item 1.01

NerdWallet amends credit agreement to allow subsidiary investments and acquisitions

Third Amendment to Credit Agreement dated June 13, 2025 with JPMorgan Chase.
June 6, 2025, 7:59 PM ET other material materiality 0.25 neutral item 5.02 item 9.01

NerdWallet grants 62,790 RSUs and 125,581 options to Chief Business Officer Yount

Grant effective June 3, 2025; exercise price of options is $10.80 per share.
May 22, 2025, 7:59 PM ET leadership materiality 0.30 neutral item 5.02 item 5.07 item 8.01 item 9.01 ◈ executive_change ×2

NerdWallet adds director Anthony Ling, names Lead Independent Director, reports board election results

Anthony Ling appointed to board effective May 22, 2025, filling vacancy from Maurice Taylor's non re-election.
May 6, 2025, 7:59 PM ET earnings materiality 0.65 neutral item 2.02 item 7.01 item 9.01

NerdWallet Q1 revenue up 29% YoY to $209.2M; Insurance surges 246%

GAAP net income $0.2M ($0.00 diluted EPS) vs $1.1M a year ago.
March 3, 2025, 6:59 PM ET other material materiality 0.55 neutral item 7.01 item 9.01

NerdWallet releases 2025 investor presentation with FY2026 non-GAAP income guidance

Full-year 2026 non-GAAP operating income guidance highlighted, but no dollar figure disclosed in filing.
February 19, 2025, 6:59 PM ET earnings materiality 0.75 neutral item 2.02 item 5.02 item 7.01 item 9.01 ◈ executive_change ×2

NerdWallet Q4 revenue $183.8M (+37% YoY); net income $38.6M; appoints new CFO

Revenue $183.8M (+37% YoY); GAAP net income $38.6M ($0.51 diluted EPS) vs $(2.3M) loss in Q4 2023.
October 29, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02 item 7.01 item 9.01

NerdWallet Q3 revenue $191.3M (+25% YoY); CFO StClair resigning by March 2025

Revenue $191.3M (+25% YoY); GAAP net income $0.1M ($0.00 diluted EPS).
October 3, 2024, 7:59 PM ET leadership materiality 0.40 neutral item 1.01 item 8.01

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

Samuel Yount promoted to Chief Business Officer, effective Oct 1, 2024; previously VP of Consumer Credit.
September 9, 2024, 7:59 PM ET other material materiality 0.65 positive item 8.01 item 9.01

NerdWallet approves new $50M share repurchase program replacing exhausted $30M plan

Board authorized up to $50M in Class A common stock repurchases effective September 4, 2024.
July 31, 2024, 7:59 PM ET earnings materiality 0.70 negative item 2.02 item 7.01 item 9.01

NerdWallet Q2 revenue $150.6M up 5% YoY but misses non-GAAP operating income guidance

Revenue $150.6M, up 5% YoY; GAAP net loss $9.4M ($0.12 loss per diluted share).
July 30, 2024, 7:59 PM ET other material materiality 0.70 negative item 2.05 item 7.01 item 9.01 ◈ Restructurings & Charges

NerdWallet to cut ~15% of workforce; expects $8-10M restructuring charge

Workforce reduction of ~15% of full-time employees vs Dec 31, 2023 headcount.
May 15, 2024, 7:59 PM ET other materiality 0.15 neutral item 5.07 ◈ Shareholder Votes ×3

NerdWallet shareholders elect all director nominees, ratify auditor, approve charter amendment

All five director nominees elected: Tim Chen (334.3M for), Jennifer Ceran (329.8M), Lynne Laube (329.8M), Kenneth McBride (332.9M), Maurice Taylor (332.9M); broker non-votes 4.1M.
April 26, 2024, 7:59 PM ET leadership materiality 0.50 neutral item 5.02 item 9.01 ◈ executive_change

NerdWallet Chief Business Officer Kevin Yuann resigns effective May 17, 2024

Kevin Yuann, Chief Business Officer, resigned on April 26, effective May 17, 2024.
April 25, 2024, 7:59 PM ET earnings materiality 0.60 positive item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

NerdWallet Q1 revenue $161.9M (-5% YoY); beats adjusted EBITDA guidance

Revenue $161.9M, down 5% YoY; GAAP net income $1.1M ($0.01 diluted EPS).
March 4, 2024, 6:59 PM ET other materiality 0.20 neutral item 7.01

NerdWallet posts investor presentation and schedules fireside chat

Released informative video and slide presentation detailing business, management vision, and mid-/long-term goals.
February 14, 2024, 6:59 PM ET earnings materiality 0.70 negative item 2.02 item 7.01 item 9.01 ◈ Earnings Releases ×2

NerdWallet Q4 revenue $133.7M, down 6% YoY; GAAP net loss $2.3M

Q4 revenue $133.7M, down 6% YoY; full-year revenue $599.4M, up 11% YoY.
October 26, 2023, 7:59 PM ET earnings materiality 0.65 neutral item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

NerdWallet Q3 revenue $152.8M (+7% YoY), above guidance; GAAP EPS -$0.01, adj. EBITDA $26.7M

Revenue $152.8M, up 7% YoY and above the high-end of prior guidance.
September 27, 2023, 7:59 PM ET debt materiality 0.55 neutral item 1.01 item 1.02 item 2.03 item 9.01 ◈ Material Agreements ×2◈ Debt Financings

NerdWallet enters $125M revolving credit facility, replacing prior SVB facility; no initial draw

New $125M senior secured revolving credit facility with JPMorgan Chase, maturing September 26, 2028.
August 2, 2023, 7:59 PM ET earnings materiality 0.65 neutral item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

NerdWallet Q2 revenue $143.3M (+14% YoY); net loss $10.7M, Adj. EBITDA $20.7M

Revenue $143.3M (+14% YoY); GAAP net loss $10.7M ($0.14 diluted EPS).
May 25, 2023, 7:59 PM ET other materiality 0.10 neutral item 5.07 ◈ Shareholder Votes ×2

NerdWallet stockholders elect 5 directors, ratify Deloitte as auditor

All five director nominees elected: Tim Chen, Jennifer E. Ceran, Lynne M. Laube, Kenneth T. McBride, Maurice Taylor.
May 2, 2023, 7:59 PM ET earnings materiality 0.80 positive item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

NerdWallet Q1 2023: revenue up 31% to $169.6M, net income $1.7M, approves $20M buyback

Revenue $169.6M (+31% YoY); GAAP net income $1.7M ($0.02 EPS) vs loss of $10.5M (-$0.16) YoY.
March 17, 2023, 7:59 PM ET other material materiality 0.50 neutral item 5.02 item 9.01 ◈ executive_change

NerdWallet director Loverro resigns; CEO Chen gets 104,479 target PSUs, COC policy amended

Director Thomas Loverro resigns effective March 31, 2023; no disagreement cited.
February 14, 2023, 6:59 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 9.01 ◈ Earnings Releases ×2

NerdWallet Q4 revenue $142M (+43% YoY), beats guidance; Q1 outlook $165-170M

Q4 revenue $142.0M (+43% YoY); GAAP net income $8.9M ($0.12 diluted EPS); Adj. EBITDA $31.0M.
January 13, 2023, 6:59 PM ET leadership materiality 0.50 neutral item 5.02 item 9.01 ◈ executive_change

NerdWallet Chief Product Officer John Caine resigns effective Jan 27, 2023

John Caine, Chief Product Officer, resigned on Jan 13, effective Jan 27, 2023.
November 2, 2022, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

NerdWallet Q3 revenue $142.6M (+45% YoY), GAAP net income $0.7M, Q4 rev guidance $138-141M

Revenue $142.6M, up 45% YoY; GAAP net income $0.7M vs. loss of $7.8M in Q3 2021.
October 3, 2022, 7:59 PM ET leadership materiality 0.25 neutral item 5.02 item 9.01 ◈ executive_change

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

Former CMO Kelly Gillease entered a one-year consulting agreement effective Oct 1, 2022 for transition support.
September 28, 2022, 7:59 PM ET leadership materiality 0.35 neutral item 5.02 item 7.01 item 9.01 ◈ executive_change

NerdWallet appoints Maurice Taylor to Board of Directors effective October 1, 2022

Taylor, a portfolio manager at Alyeska Investment Group, will join the Board on Oct 1, 2022.
August 17, 2022, 7:59 PM ET M&A materiality 0.55 neutral item 9.01 item 7.01

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

OTB reported 2021 net revenue of $38.1M, net income of $4.6M, and total assets of $12.2M.
August 5, 2022, 7:59 PM ET earnings materiality 0.80 positive item 2.02 item 7.01 item 9.01

NerdWallet Q2 revenue $125.2M (+37% YoY), Adj. EBITDA $12.7M; Q3 guidance $135-141M

Revenue of $125.2M (+37% YoY); GAAP net loss $9.3M ($0.14 loss per diluted share).
July 13, 2022, 7:59 PM ET leadership materiality 0.40 neutral item 5.02 item 9.01 ◈ executive_change

NerdWallet CMO Kelly Gillease to step down on Oct 1, 2022; consulting role planned

Kelly Gillease steps down as CMO effective Oct 1, 2022; she will serve as a consultant to assist transition.
July 11, 2022, 7:59 PM ET M&A materiality 0.75 positive item 2.01 item 2.03 item 3.02 item 7.01 item 9.01

NerdWallet completes $120M acquisition of On the Barrelhead

Acquired OTB for ~$120M: $70M cash (borrowed) + $50M in NRDS Class A common stock (4,934,895 shares).
June 24, 2022, 7:59 PM ET M&A materiality 0.85 positive item 1.01 item 3.02 item 5.02 item 7.01 item 9.01

NerdWallet to acquire On the Barrelhead for ~$120M; expects Q3 2022 close

Total consideration ~$120M: $70M cash from existing credit facility + $50M in stock (VWAP $10.37/share, half subject to 2-year lock-up).
May 26, 2022, 7:59 PM ET other material materiality 0.40 neutral item 5.02 item 5.07 item 9.01

Shareholders approve 8M share increase to 2021 equity plan

Stockholders voted to increase shares reserved for issuance under the 2021 Equity Incentive Plan by 8,000,000.
May 3, 2022, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 9.01

NerdWallet Q1 revenue $129.1M (+43% YoY); Q2 guidance $118-121M

Revenue $129.1M (+43% YoY); GAAP net loss $10.5M ($0.16 diluted EPS) vs $12.9M loss prior year.
April 5, 2022, 7:59 PM ET leadership materiality 0.35 neutral item 5.02 item 7.01 item 9.01 ◈ executive_change ×2

NerdWallet appoints Ken McBride to board; Jim Robinson retires

James D. Robinson III resigned from the board effective March 31, 2022, with no disagreement with the company.
February 24, 2022, 6:59 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 9.01

NerdWallet Q4 revenue $99.5M (+75% YoY); guides Q1 $122-125M

Q4 revenue $99.5M (up 75% YoY); FY21 revenue $379.6M (up 55% YoY).
December 14, 2021, 6:59 PM ET leadership materiality 0.50 neutral item 5.02 item 7.01 item 9.01 ◈ executive_change

NerdWallet appoints John Caine as Chief Product Officer, effective Dec 23, 2021

John Caine appointed CPO with annual salary of $525,000 and sign-on bonus of $200,000.
November 10, 2021, 6:59 PM ET other material materiality 0.80 positive item 5.03 item 7.01 item 8.01 item 9.01

NerdWallet closes IPO of 8.34M shares at $18.00; gross proceeds $150.1M

Sold 8,337,500 shares including full underwriter option exercise at $18.00/share.

Executive changes

Departed

Jennifer Ceran

Director

NRDS · NERDWALLET, INC.

Successor: Teresa Chia
Filed: May 21, 2026, 5:22 PM ET

the vacancy created by Jennifer Ceran’s decision not to stand for re-election to the Board

Appointed

Teresa Chia

Director

NRDS · NERDWALLET, INC.

Effective: 2026-05-22
Filed: May 21, 2026, 5:22 PM ET

appointed Teresa Chia to serve as a member of the Board effective May 22, 2026

Appointed

Anthony Ling

Director

NRDS · NERDWALLET, INC.

Effective: 2025-05-22
Filed: May 22, 2025, 7:59 PM ET

On May 19, 2025, the board of directors (the Board) of NerdWallet, Inc (the Company) appointed Anthony Ling to serve as a member of the Board effective as of May 22, 2025, to fill the vacancy created by Maurice Taylor’s decision not to stand for re-election to the Board.

Departed

Maurice Taylor

Director

NRDS · NERDWALLET, INC.

Successor: Anthony Ling
Filed: May 22, 2025, 7:59 PM ET

Maurice Taylor’s decision not to stand for re-election to the Board.

Appointed

John H. Lee

Chief Financial Officer

NRDS · NERDWALLET, INC.

Effective: 2025-03-17
Filed: February 19, 2025, 6:59 PM ET

Appointment of John H. Lee as Chief Financial Officer On February 13, 2025 , NerdWallet, Inc. (the Company) appointed Jun Hyung Lee (aka John H. Lee) (age 39) as Chief Financial Officer (CFO) of the Company, effective March 17, 2025.

Appointed (interim)

Nicholas Tatum

Chief Accounting Officer and Interim Chief Financial Officer

NRDS · NERDWALLET, INC.

Effective: 2025-03-08
Filed: February 19, 2025, 6:59 PM ET

The Company has appointed Nicholas Tatum (age 40), the Company’s Corporate Controller, as Chief Accounting Officer and principal accounting officer, effective March 8, 2025.

Departed

Kevin Yuann

Chief Business Officer

NRDS · NERDWALLET, INC.

Effective: 2024-05-17
Filed: April 26, 2024, 7:59 PM ET

On April 26, 2024, NerdWallet, Inc. (the Company) accepted the resignation of its Chief Business Officer, Kevin Yuann, effective May 17, 2024.

Departed

Thomas Loverro

Director

NRDS · NERDWALLET, INC.

Effective: 2023-03-31
Filed: March 17, 2023, 7:59 PM ET

Mr. Thomas Loverro announced his resignation from the Board effective as of March 31, 2023.

Departed

John Caine

Chief Product Officer

NRDS · NERDWALLET, INC.

Effective: 2023-01-27
Filed: January 13, 2023, 6:59 PM ET

On January 13, 2023, NerdWallet, Inc. (the Company) accepted the resignation of its Chief Product Officer, John Caine, effective January 27, 2023.

Departed

Kelly Gillease

Chief Marketing Officer

NRDS · NERDWALLET, INC.

Effective: 2022-10-01
Filed: October 3, 2022, 7:59 PM ET

As previously disclosed on July 13, 2022, Kelly Gillease stepped down from her position as Chief Marketing Officer of NerdWallet effective October 1, 2022

Appointed

Maurice Taylor

Director

NRDS · NERDWALLET, INC.

Effective: 2022-10-01
Filed: September 28, 2022, 7:59 PM ET

On September 22, 2022, the Board of Directors (the Board) of NerdWallet, Inc. (the Company) approved the appointment of Maurice Taylor to serve as a member of the Board effective as of October 1, 2022.

Departed

Kelly Gillease

Chief Marketing Officer

NRDS · NERDWALLET, INC.

Effective: 2022-10-01
Filed: July 13, 2022, 7:59 PM ET

On July 7, 2022, Kelly Gillease, the Company’s Chief Marketing Officer, informed the Company that she intends to step down from her position as Chief Marketing Officer on October 1, 2022.

Earnings & guidance

2026-Q1 EPS reported $0.29 filing →

Materiality & sentiment trend

Max materiality 0.85 · Median 0.57 · Most common event earnings

17 positive 3 negative 26 neutral

source · NRDS on sec.gov