NerdWallet, Inc.
US ˙ NasdaqGM ˙ US64082B1026

SecurityNRDS / NerdWallet, Inc.
InsiderTim Chao-Ming Chen
This page shows the track record and history of Chen Tim Chao-Ming insider trades in NerdWallet, Inc.. The SEC defines Insiders as officers, directors, or significant investors (greater than 10% ownership) in a company. It is illegal for insiders to make trades in their companies based on material, non-public information ("MNPI"). This does not mean it is illegal for them to make any trades in their own companies. However, they must report all trades to the SEC via a Form 4.
Insider Purchases - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made by Tim Chao-Ming Chen in NRDS / NerdWallet, Inc.. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Reported
Shares		 Reported
Price		 Adjusted
Shares		 Adjusted
Price		 Cost Basis Days to
Max		 Price at
Max		 Max
Profit ($)		 Max Return (%)
2023-09-12 6,650 8.2100 6,650 8.2100 54,596 168 16.9800 58,321 106.82
2023-09-11 23,938 8.4000 23,938 8.4000 201,079
2023-05-09 30,838 8.3800 30,838 8.3800 258,422
2022-12-16 26,888 9.2900 26,888 9.2900 249,790
2022-08-11 10,000 9.8500 10,000 9.8500 98,500
2022-08-09 30,000 9.5960 30,000 9.5960 287,880
2022-03-16 10,000 10.6000 10,000 10.6000 106,000
2022-03-15 10,000 10.5800 10,000 10.5800 105,800
2022-03-14 10,000 9.7800 10,000 9.7800 97,800
2022-03-07 61,106 9.8000 61,106 9.8000 598,839

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

NRDS / NerdWallet, Inc. Insider Trades
Insider Sales - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made by Tim Chao-Ming Chen in NRDS / NerdWallet, Inc.. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Reported
Shares		 Reported
Price		 Adjusted
Shares		 Adjusted
Price		 Cost Basis Days to
Min		 Price at
Min		 Max Loss
Avoided ($)		 Max Loss
Avoided (%)
There are no known unplanned open-market trades for this insider

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

NRDS / NerdWallet, Inc. Insider Trades
Insider Transaction History
File
Date		 Trade
Date		 Form Insider Ticker Security Title Code 10b5-1 Direct Exercise
Price		 Unit
Price		 Units
Changed		 Value
Changed (1K)		 Remaining
Options		 Remaining
Shares
2025-09-04 2025-09-02 4 Chen Tim Chao-Ming NRDS Class A Common Stock F - Taxes D 10.2600 -15,310 -157 588,596
2025-06-04 2025-06-02 4 Chen Tim Chao-Ming NRDS Class A Common Stock F - Taxes D 10.5200 -15,309 -161 603,906
2025-03-05 2025-03-03 4 Chen Tim Chao-Ming NRDS Class A Common Stock F - Taxes D 10.0900 -11,077 -112 619,215
2024-12-04 2024-12-02 4 Chen Tim Chao-Ming NRDS Class A Common Stock F - Taxes D 14.0400 -15,310 -215 630,292
2024-09-06 2024-09-03 4 Chen Tim Chao-Ming NRDS Class A Common Stock F - Taxes D 12.6000 -14,485 -183 645,602
2024-06-05 2024-06-03 4 Chen Tim Chao-Ming NRDS Class A Common Stock F - Taxes D 13.8900 -10,779 -150 660,087
2024-03-05 2024-03-01 4 Chen Tim Chao-Ming NRDS Class A Common Stock F - Taxes D 16.9100 -10,930 -185 670,866
2023-12-07 2023-12-05 4 Chen Tim Chao-Ming NRDS Class A Common Stock F - Taxes D 12.0800 -13,377 -162 681,796
2023-09-13 2023-09-12 4 Chen Tim Chao-Ming NRDS Class A Common Stock P - Purchase D 8.2100 6,650 55 695,173
2023-09-13 2023-09-11 4 Chen Tim Chao-Ming NRDS Class A Common Stock P - Purchase D 8.4000 23,938 201 688,523
2023-09-06 2023-09-01 4 Chen Tim Chao-Ming NRDS Class A Common Stock F - Taxes D 9.1400 -10,446 -95 664,585
2023-06-05 2023-06-01 4 Chen Tim Chao-Ming NRDS Class A Common Stock F - Taxes D 9.5800 -10,446 -100 675,031
2023-05-11 2023-05-09 4 Chen Tim Chao-Ming NRDS Class A Common Stock P - Purchase D 8.3800 30,838 258 685,477
2023-03-17 2023-03-15 4 Chen Tim Chao-Ming NRDS Class A Common Stock A - Award D 234,785 645,639
2023-03-03 2023-03-01 4 Chen Tim Chao-Ming NRDS Class A Common Stock F - Taxes D 20.4200 -5,322 -109 410,854
2022-12-19 2022-12-16 4 Chen Tim Chao-Ming NRDS Class A Common Stock P - Purchase D 9.2900 26,888 250 416,176
2022-12-05 2022-12-01 4 Chen Tim Chao-Ming NRDS Class A Common Stock F - Taxes D 13.1700 -5,042 -66 389,288
2022-09-06 2022-09-01 4 Chen Tim Chao-Ming NRDS Class A Common Stock F - Taxes D 10.2800 -5,177 -53 394,330
2022-08-11 2022-08-11 4 Chen Tim Chao-Ming NRDS Class A Common Stock P - Purchase D 9.8500 10,000 98 399,507
2022-08-11 2022-08-09 4 Chen Tim Chao-Ming NRDS Class A Common Stock P - Purchase D 9.5960 30,000 288 389,507
2022-07-06 2022-07-01 4 Chen Tim Chao-Ming NRDS Class A Common Stock A - Award D 239,507 359,507
2022-03-17 2022-03-16 4/A Chen Tim Chao-Ming NRDS Class A Common Stock P - Purchase D 10.6000 10,000 106 120,000
2022-03-16 2022-03-15 4 Chen Tim Chao-Ming NRDS Class A Common Stock P - Purchase D 10.5800 10,000 106 120,000
2022-03-16 2022-03-14 4 Chen Tim Chao-Ming NRDS Class A Common Stock P - Purchase D 9.7800 10,000 98 110,000
2022-03-10 2022-03-09 4 Chen Tim Chao-Ming NRDS Class A Common Stock P - Purchase D 11.3300 13,794 156 100,000
2022-03-10 2022-03-08 4 Chen Tim Chao-Ming NRDS Class A Common Stock P - Purchase D 10.1900 25,100 256 86,206
2022-03-08 2022-03-07 4 Chen Tim Chao-Ming NRDS Class A Common Stock P - Purchase D 9.8000 61,106 599 61,106
2021-11-10 2021-11-08 4 Chen Tim Chao-Ming By The Seed Investor 2021 Annuity Trust NRDS Class B Common Stock C - Conversion I 8,450,000 8,450,000
2021-11-10 2021-11-08 4 Chen Tim Chao-Ming By The Seed Investor Irrevocable Remainder Trust II NRDS Class B Common Stock C - Conversion I 2,639,121 2,639,121
2021-11-10 2021-11-08 4 Chen Tim Chao-Ming By The Seed Investor Irrevocable Remainder Trust NRDS Class B Common Stock C - Conversion I 4,405,720 4,405,720
2021-11-10 2021-11-08 4 Chen Tim Chao-Ming By The Tim Chen Revocable Trust NRDS Class B Common Stock C - Conversion I 16,190,811 16,190,811
2021-11-10 2021-11-08 4 Chen Tim Chao-Ming By The Seed Investor 2021 Annuity Trust NRDS Class F Common Stock C - Conversion I -8,450,000 0
2021-11-10 2021-11-08 4 Chen Tim Chao-Ming By The Seed Investor Irrevocable Remainder Trust II NRDS Class F Common Stock C - Conversion I -2,639,121 0
2021-11-10 2021-11-08 4 Chen Tim Chao-Ming By The Seed Investor Irrevocable Remainder Trust NRDS Class F Common Stock C - Conversion I -4,405,720 0
2021-11-10 2021-11-08 4 Chen Tim Chao-Ming By The Tim Chen Revocable Trust NRDS Class F Common Stock C - Conversion I -16,190,811 0
P
Pembelian sekuritas non-derivatif atau derivatif di pasar terbuka atau secara pribadi.
S
Penjualan terbuka atau penjualan pribadi atas sekuritas non-derivatif atau derivatif.
A
Hibah, penghargaan, atau perolehan sekuritas lainnya dari perusahaan (seperti opsi)
C
Konversi turunan
D
Penjualan atau pengalihan sekuritas kembali ke perusahaan.
F
Pembayaran harga pelaksanaan atau kewajiban pajak menggunakan sebagian sekuritas yang diterima dari perusahaan.
G
Pemberian sekuritas oleh atau kepada orang dalam.
K
Swap ekuitas dan transaksi lindung nilai serupa
M
Pelaksanaan atau konversi sekuritas derivatif yang diterima dari perusahaan (seperti opsi)
V
Transaksi yang dilaporkan secara sukarela pada Formulir 4.
J
Lainnya (disertai dengan catatan kaki yang menjelaskan transaksi tersebut)