NRDS NERDWALLET, INC.

CIK 0001625278 46 ready 8-Ks latest May 6, 2026, 7:59 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 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.
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).
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.
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).
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.
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).
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.
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).
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.
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 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.
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.
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.
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 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 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.
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).
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