NERDWALLET, INC. shareholders approved Ratification of Appointment of Independent Registered Public Accounting Firm for 2026 at the 2026-05-21 meeting.
“2. Proposal No. 2 – Ratification of Appointment of Independent Registered Public Accounting Firm for 2026. For Against Abstentions Broker Non-Votes 343,651,768 154,224 338,612 — The stockholders ratified the appointment of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for the year ending December 31, 2026.”
Shareholder Votes
NERDWALLET, INC. shareholders approved Election of Directors at the 2026-05-21 meeting.
“1. Proposal No. 1 – Election of Directors. Director Nominee For Withheld Broker Non-Votes Tim Chen 331,293,392 5,290,731 7,560,481 Lynne M. Laube 330,939,105 5,645,018 7,560,481 Anthony Ling 332,202,920 4,381,203 7,560,481 Kenneth T. McBride 331,835,756 4,748,367 7,560,481 Each of the four nominees for director was elected to the Company’s Board of Directors”
Jennifer Ceran departed as Director at NERDWALLET, INC..
“the vacancy created by Jennifer Ceran’s decision not to stand for re-election to the Board”
Teresa Chia was appointed as Director at NERDWALLET, INC..
“appointed Teresa Chia to serve as a member of the Board effective May 22, 2026”
Earnings Releases
NERDWALLET, INC. reported first quarter ended March 31, 2026 results: revenue $222.2 million, net income $20.4 million, EPS $0.29 income per diluted share.
“of the press release is attached hereto as Exhibit 99.1 and incorporated herein by reference. --- EX-99.1 (EX-99.1) --- NERDWALLET REPORTS FIRST QUARTER RESULTS Revenue of $222.2 million, up 6% Year-Over-Year FINANCIAL HIGHLIGHTS • Revenue of $222.2 million • GAAP income from operations of $27.2 million • GAAP net income of $20.4 million or $0.29 income per”
Governance Changes
NERDWALLET, INC.: Amended Code of Business Conduct to enhance clarity, organization, and scope, including new terms and AI focus (effective 2026-03-19).
“On March 19, 2026, the Board of Directors of NerdWallet, Inc. (the “Company”) approved amendments to the Company’s Code of Business Conduct (the “Code”)”
Maurice Taylor departed as Director at NERDWALLET, INC..
“Maurice Taylor’s decision not to stand for re-election to the Board.”
Anthony Ling was appointed as Director at NERDWALLET, INC..
“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.”
Nicholas Tatum was appointed as Chief Accounting Officer and Interim Chief Financial Officer at NERDWALLET, INC..
“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.”
John H. Lee was appointed as Chief Financial Officer at NERDWALLET, INC..
“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.”
Restructurings & Charges
NERDWALLET, INC. announced a restructuring with charges of $8 million to $10 million (approximately 15% of its full-time employees).
“On July 30, 2024, NerdWallet, Inc. (“NerdWallet” or the “Company”) committed to a restructuring plan, effective August 1, 2024, intended to reduce the Company’s operating expenses and better position the Company to execute its long-term strategic initiatives (the “Plan”). The Plan will reduce the size of the Company’s workforce by approximately 15% of its full-time employees as compared to its headcount as of December 31, 2023. The Company expects to incur a total estimated pre-tax restructuring charge of approximately $8 million to $10 million in connection with the Plan.”
Shareholder Votes
NERDWALLET, INC. shareholders approved Approval of an Amendment to the NerdWallet, Inc. Amended and Restated Certificate of Incorporation at the 2024-05-14 meeting.
“For Against Abstentions Broker Non-Votes 327,313,893 11,199,941 4,956 4,102,446 The stockholders approved an amendment to the NerdWallet, Inc. Amended and Restated Certificate of Incorporation to reflect updated Delaware law provisions permitting officer exculpation.”
Shareholder Votes
NERDWALLET, INC. shareholders approved Ratification of Appointment of Independent Registered Public Accounting Firm for 2024 at the 2024-05-14 meeting.
“For Against Abstentions Broker Non-Votes 342,531,328 75,646 14,262 — The stockholders ratified the appointment of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for the year ending December 31, 2024.”
Shareholder Votes
NERDWALLET, INC. shareholders approved Election of Directors at the 2024-05-14 meeting.
“Director Nominee For Withheld Broker Non-Votes Tim Chen 334,337,266 4,172,145 4,111,825 Jennifer E. Ceran 329,771,173 8,738,238 4,111,825 Lynne M. Laube 329,834,200 8,675,211 4,111,825 Kenneth T. McBride 332,945,128 5,564,283 4,111,825 Maurice Taylor 332,946,653 5,562,758 4,111,825”
Kevin Yuann resigned as Chief Business Officer at NERDWALLET, INC..
“On April 26, 2024, NerdWallet, Inc. (the Company) accepted the resignation of its Chief Business Officer, Kevin Yuann, effective May 17, 2024.”
Earnings Releases
NERDWALLET, INC. reported first quarter ended March 31, 2024 results: revenue $161.9 million, net income $1.1 million, EPS $0.01 per diluted share.
“the press release is attached hereto as Exhibit 99.1 and incorporated herein by reference. --- EX-99.1 (EX-99.1) --- NERDWALLET REPORTS FIRST QUARTER 2024 RESULTS Revenue of $161.9 million, Down 5% Year-Over-Year FINANCIAL HIGHLIGHTS • Revenue of $161.9 million • GAAP income from operations of $3.7 million • GAAP net income of $1.1 million or $0.01 income per”
Earnings Releases
NERDWALLET, INC. reported the full year ended December 31, 2023 results: revenue $599.4 million, net income $11.8 million or $0.15 loss per diluted share, EPS $(0.15) loss per diluted share.
“REPORTS FOURTH QUARTER AND FULL YEAR 2023 RESULTS Fourth Quarter Revenue of $133.7 million, Down 6% Year-Over-Year FINANCIAL HIGHLIGHTS • Revenue of $133.7 million for Q4’23 and $599.4 million for full year 2023 • GAAP income from operations of $4.6 million for Q4’23 and $3.6 million for full year 2023 • GAAP net loss of $2.3 million or $0.03 loss per diluted share for”
Earnings Releases
NERDWALLET, INC. reported the fourth quarter ended December 31, 2023 results: revenue $133.7 million, net income $2.3 million or $0.03 loss per diluted share, EPS $(0.03) loss per diluted share.
“NERDWALLET REPORTS FOURTH QUARTER AND FULL YEAR 2023 RESULTS Fourth Quarter Revenue of $133.7 million, Down 6% Year-Over-Year”
Earnings Releases
NERDWALLET, INC. reported third quarter ended September 30, 2023 results: revenue $152.8 million, net income $0.5 million, EPS $0.01 loss per diluted share.
“the press release is attached hereto as Exhibit 99.1 and incorporated herein by reference. --- EX-99.1 (EX-99.1) --- NERDWALLET REPORTS THIRD QUARTER 2023 RESULTS Revenue of $152.8 million, Up 7% Year-Over-Year FINANCIAL HIGHLIGHTS • Revenue of $152.8 million • GAAP net loss of $0.5 million and $0.01 loss per diluted share • Adjusted EBITDA of $26.7 million SAN”
Debt Financings
NERDWALLET, INC. incurred revolving credit of $125 million with JPMorgan Chase Bank, National Association, as Administrative Agent maturing September 26, 2028.
“On September 26, 2023, NerdWallet, Inc., a Delaware corporation (the Company), and three of its wholly owned subsidiaries entered into a Credit Agreement (the Credit Agreement) with JPMorgan Chase Bank, National Association, as Administrative Agent, and a syndicate of lenders. The Credit Agreement provides for a $125 million senior secured revolving credit facility”
Material Agreements
NERDWALLET, INC. terminated Amended and Restated Senior Secured Credit Facilities Credit Agreement dated February 19, 2021 with Silicon Valley Bank valued at Prior credit facility replaced by new Credit Agreement (effective 2023-09-26).
“The Credit Facility replaces the Company’s prior credit facility under the Amended and Restated Senior Secured Credit Facilities Credit Agreement dated February 19, 2021 between the Company and Silicon Valley Bank, as administrative agent (the Prior Credit Agreement), which was terminated substantially concurrently with the Company’s entering into the Credit Agreement.”
Material Agreements
NERDWALLET, INC. entered into Credit Agreement with JPMorgan Chase Bank, National Association valued at $125 million senior secured revolving credit facility (effective 2023-09-26).
“On September 26, 2023, NerdWallet, Inc., a Delaware corporation (the Company), and three of its wholly owned subsidiaries entered into a Credit Agreement (the Credit Agreement) with JPMorgan Chase Bank, National Association, as Administrative Agent, and a syndicate of lenders.”
Earnings Releases
NERDWALLET, INC. reported the second quarter ended June 30, 2023 results: revenue $143.3 million, net income $10.7 million, EPS $0.14 loss per diluted share.
“NERDWALLET REPORTS SECOND QUARTER 2023 RESULTS Revenue of $143.3 million, Up 14% Year-Over-Year FINANCIAL HIGHLIGHTS • Revenue of $143.3 million • GAAP net loss of $10.7 million and $0.14 loss per diluted share”
Shareholder Votes
NERDWALLET, INC. shareholders approved Ratification of Appointment of Independent Registered Public Accounting Firm for 2023 at the 2023-05-24 meeting.
“Proposal No. 2 – Ratification of Appointment of Independent Registered Public Accounting Firm for 2023. For Against Abstentions 341,564,164 138,881 33,452 The stockholders ratified the appointment of Deloitte & Touche LLP”
Shareholder Votes
NERDWALLET, INC. shareholders approved Election of Directors at the 2023-05-24 meeting.
“Proposal No. 1 – Election of Directors. Director Nominee For Withheld Broker Non-Votes Tim Chen 329,715,247 7,295,329 4,725,921 Jennifer E. Ceran 326,413,043 10,597,533 4,725,921 Lynne M. Laube 326,415,598 10,594,978 4,725,921 Kenneth T. McBride 327,650,560 9,360,016 4,725,921 Maurice Taylor 331,582,288 5,428,288 4,725,921 Each of the five nominees for director was elected to the Company’s Board of Directors”
Earnings Releases
NERDWALLET, INC. reported first quarter ended March 31, 2023 results: revenue $169.6 million, net income $1.7 million, EPS $0.02 income per diluted share.
“Revenue of $169.6 million, Up 31% Year-Over-Year”
Thomas Loverro resigned as Director at NERDWALLET, INC..
“Mr. Thomas Loverro announced his resignation from the Board effective as of March 31, 2023.”
Earnings Releases
NERDWALLET, INC. reported the full year ended December 31, 2022 results: revenue $538.9 million, net income GAAP net loss of $10.2 million, EPS $0.14 per diluted share.
“REPORTS FOURTH QUARTER AND FULL YEAR 2022 RESULTS Fourth Quarter Revenue of $142.0 million, Up 43% Year-Over-Year FINANCIAL HIGHLIGHTS • Revenue of $142.0 million for Q4’22 and $538.9 million for full year 2022 • GAAP net income of $8.9 million or $0.12 per diluted share for Q4’22 and GAAP net loss of $10.2 million or $0.14 per diluted share for full year 2022 •”
Earnings Releases
NERDWALLET, INC. reported the fourth quarter ended December 31, 2022 results: revenue $142.0 million, net income $8.9 million, EPS $0.12 per diluted share.
“hereto as Exhibit 99.1 and incorporated herein by reference. --- EX-99.1 (EX-99.1) --- NERDWALLET REPORTS FOURTH QUARTER AND FULL YEAR 2022 RESULTS Fourth Quarter Revenue of $142.0 million, Up 43% Year-Over-Year FINANCIAL HIGHLIGHTS • Revenue of $142.0 million for Q4’22 and $538.9 million for full year 2022 • GAAP net income of $8.9 million or $0.12 per diluted”
John Caine resigned as Chief Product Officer at NERDWALLET, INC..
“On January 13, 2023, NerdWallet, Inc. (the Company) accepted the resignation of its Chief Product Officer, John Caine, effective January 27, 2023.”
Earnings Releases
NERDWALLET, INC. reported third quarter ended September 30, 2022 results: revenue $142.6 million, net income $0.7 million, EPS $0.01 net income per diluted share.
“NERDWALLET REPORTS THIRD QUARTER 2022 RESULTS Revenue of $142.6 million, Up 45% Year-Over-Year FINANCIAL HIGHLIGHTS • Revenue of $142.6 million • GAAP net income of $0.7 million and $0.01 net income per diluted share”
Kelly Gillease departed as Chief Marketing Officer at NERDWALLET, INC..
“As previously disclosed on July 13, 2022, Kelly Gillease stepped down from her position as Chief Marketing Officer of NerdWallet effective October 1, 2022”
Maurice Taylor was appointed as Director at NERDWALLET, INC..
“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.”
Kelly Gillease departed as Chief Marketing Officer at NERDWALLET, INC..
“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.”
Kenneth T. McBride was appointed as Director at NERDWALLET, INC..
“the Board appointed Kenneth T. McBride to serve as a member of the Board effective as of April 1, 2022.”
James D. Robinson III resigned as Director at NERDWALLET, INC..
“Mr. James D. Robinson, III announced his resignation from the Board of Directors (the “Board”) of NerdWallet, Inc. (“NerdWallet” or the “Company”) effective as of March 31, 2022.”
John Caine was appointed as Chief Product Officer at NERDWALLET, INC..
“The Board of Directors of NerdWallet, Inc. (“NerdWallet”) will appoint John Caine, 47, as Chief Product Officer of NerdWallet effective December 23, 2021.”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.