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SEC Filings
All companies that sell securities in the United States must register with the Securities and Exchange Commission (SEC) and file reports on a regular basis.
These reports include company annual reports (10K, 10Q), news updates (8K), investor presentations (found in 8Ks), insider trades (form 4), ownership reports (13D, and 13G), and reports related to the specific securities sold, such as registration statements and prospectus. This page shows recent SEC filings related to NerdWallet, Inc.
SEC Filings (Chronological Order)
Halaman ini menyediakan daftar lengkap dan kronologis dari Pengajuan SEC, tidak termasuk pengajuan kepemilikan yang kami sediakan di tempat lain.
| August 7, 2025 |
NERDWALLET REPORTS SECOND QUARTER 2025 RESULTS Revenue of $186.9 million, Up 24% Year-Over-Year EXHIBIT 99.1 NERDWALLET REPORTS SECOND QUARTER 2025 RESULTS Revenue of $186.9 million, Up 24% Year-Over-Year FINANCIAL HIGHLIGHTS •Revenue of $186.9 million •GAAP income from operations of $10.7 million •GAAP net income of $8.2 million or $0.11 income per diluted share •Non-GAAP operating income of $20.7 million •Adjusted EBITDA of $33.6 million SAN FRANCISCO, CA—August 7, 2025—NerdWallet, Inc. (N |
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| August 7, 2025 |
Limited Consent, Waiver and Third Amendment to Credit Agreement exhibit101limitedconsent EXECUTION VERSION 781835802 LIMITED CONSENT, WAIVER AND THIRD AMENDMENT TO CREDIT AGREEMENT THIS LIMITED CONSENT, WAIVER AND THIRD AMENDMENT TO CREDIT AGREEMENT (this “Amendment”) is made as of June 13, 2025 by and among NerdWallet, Inc. |
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| August 7, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-40994 NerdWallet, |
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| August 7, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 7, 2025 NERDWALLET, INC. (Exact name of registrant as specified in its charter) Delaware 001-40994 45-4180440 (State or other jurisdiction of incorporation) (Commission File Nu |
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| June 18, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 13, 2025 NERDWALLET, INC. (Exact name of registrant as specified in its charter) Delaware 001-40994 45-4180440 (State or other jurisdiction of incorporation) (Commission File Num |
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| June 6, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 3, 2025 NERDWALLET, INC. (Exact name of registrant as specified in its charter) Delaware 001-40994 45-4180440 (State or other jurisdiction of incorporation) (Commission File Numb |
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| May 22, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 19, 2025 NERDWALLET, INC. (Exact name of registrant as specified in its charter) Delaware 001-40994 45-4180440 (State or other jurisdiction of incorporation) (Commission File Numb |
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| May 6, 2025 |
NERDWALLET REPORTS FIRST QUARTER 2025 RESULTS Revenue of $209.2 million, Up 29% Year-Over-Year EXHIBIT 99.1 NERDWALLET REPORTS FIRST QUARTER 2025 RESULTS Revenue of $209.2 million, Up 29% Year-Over-Year FINANCIAL HIGHLIGHTS •Revenue of $209.2 million •GAAP income from operations of $0.7 million •GAAP net income of $0.2 million or $0.00 income per diluted share •Non-GAAP operating income of $9.3 million •Adjusted EBITDA of $21.1 million SAN FRANCISCO, CA—May 6, 2025—NerdWallet, Inc. (Nasdaq: |
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| May 6, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 6, 2025 NERDWALLET, INC. (Exact name of registrant as specified in its charter) Delaware 001-40994 45-4180440 (State or other jurisdiction of incorporation) (Commission File Numbe |
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| May 6, 2025 |
Exhibit 10.1 NERDWALLET, INC. Executive Bonus Program This NerdWallet, Inc. (the “Company”) Executive Bonus Program (this “Program”) is intended to link the interests of certain C-Suite Executives of the Company (“Executive”) with those of the Company by creating a direct relationship between certain Company performance goals and a potential individual cash bonus payout to the Executive as further |
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| May 6, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-40994 NerdWallet |
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| April 14, 2025 |
UNITED STATES SECURITIES and EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. |
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| April 14, 2025 |
UNITED STATES SECURITIES and EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. |
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| March 3, 2025 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 3, 2025 NERDWALLET, INC. (Exact name of registrant as specified in its charter) Delaware 001-40994 45-4180440 (State or other jurisdiction of incorporation) (Commission File Num |
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| March 3, 2025 |
NerdWallet Releases 2025 Investor Presentation EXHIBIT 99.1 NerdWallet Releases 2025 Investor Presentation SAN FRANCISCO, CA—March 3, 2025—NerdWallet, Inc. (Nasdaq: NRDS), which provides trustworthy financial guidance to consumers and small and mid-sized businesses (SMBs), today announced the release of its 2025 Investor Presentation. The 2025 NerdWallet Investor Presentation highlights the Company’s recently issued full-year 2026 non-GAAP ope |
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| February 19, 2025 |
EXHIBIT 99.1 NERDWALLET REPORTS FOURTH QUARTER AND FULL YEAR 2024 RESULTS Fourth Quarter Revenue of $183.8 million, Up 37% Year-Over-Year FINANCIAL HIGHLIGHTS •Revenue of $183.8 million for Q4’24 and $687.6 million for full year 2024 •GAAP income from operations of $8.7 million for Q4’24 and $9.4 million for full year 2024 •GAAP net income of $38.6 million or $0.51 income per diluted share for Q4’ |
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| February 19, 2025 |
As filed with the Securities and Exchange Commission on February 19, 2025 As filed with the Securities and Exchange Commission on February 19, 2025 Registration No. |
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| February 19, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 13, 2025 NERDWALLET, INC. (Exact name of registrant as specified in its charter) Delaware 001-40994 45-4180440 (State or other jurisdiction of incorporation) (Commission File |
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| February 19, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-40994 NerdWallet, Inc |
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| February 19, 2025 |
Exhibit 19.1 NerdWallet, Inc. Insider Trading Policy Version 1.0 (adopted September 29, 2021) Introduction During the course of your relationship with NerdWallet, Inc. (“NerdWallet”), you may receive material information that is not yet publicly available (“material nonpublic information”) about NerdWallet or other publicly traded companies that NerdWallet has business relationships with. Material |
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| February 19, 2025 |
Exhibit 107 Calculation of Filing Fee Table Form S-8 (Form Type) NERDWALLET, INC. (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation Rule Amount Registered(1) Proposed Maximum Offering Price Per Share Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Equity Class A common stock, par value |
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| November 7, 2024 |
EX-99.A 2 d889087dex99a.htm EX-99.A EXHIBIT A JOINT FILING UNDERTAKING The undersigned, being authorized thereunto, hereby execute this agreement as an exhibit to this Schedule 13G to evidence the agreement of the below-named parties, in accordance with rules promulgated pursuant to the Securities Exchange Act of 1934, to file this Schedule, as it may be amended, jointly on behalf of each of such |
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| November 7, 2024 |
NRDS / NerdWallet, Inc. / Topline Capital Management, LLC - SC 13G/A Passive Investment SC 13G/A 1 d889087dsc13ga.htm SC 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2) NerdWallet, Inc. (Name of Issuer) Class A Common Stock, $0.0001 par value (Title of Class of Securities) 64082B102 (CUSIP Number) October 18, 2024 (Date of Event Which Requires Filing of Statement) Check the appropriate box to des |
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| November 4, 2024 |
EX-99.A 2 d887773dex99a.htm EX-99.A EXHIBIT A JOINT FILING UNDERTAKING The undersigned, being authorized thereunto, hereby execute this agreement as an exhibit to this Schedule 13G to evidence the agreement of the below-named parties, in accordance with rules promulgated pursuant to the Securities Exchange Act of 1934, to file this Schedule, as it may be amended, jointly on behalf of each of such |
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| November 4, 2024 |
NRDS / NerdWallet, Inc. / Topline Capital Management, LLC - SC 13G/A Passive Investment SC 13G/A 1 d887773dsc13ga.htm SC 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1) NerdWallet, Inc. (Name of Issuer) Class A Common Stock, $0.0001 par value (Title of Class of Securities) 64082B102 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of Statement) Check the appropriate box to d |
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| October 29, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-40994 NerdWa |
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| October 29, 2024 |
EXHIBIT 10.1 LIMITED CONSENT AND SECOND AMENDMENT TO CREDIT AGREEMENT THIS LIMITED CONSENT AND SECOND AMENDMENT TO CREDIT AGREEMENT (this “Amendment”) is made as of October 1, 2024 by and among NerdWallet, Inc., a Delaware corporation (the “Borrower”), and JPMorgan Chase Bank, N.A., as Administrative Agent (the “Administrative Agent”), under that certain Credit Agreement dated as of September 26, |
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| October 29, 2024 |
NERDWALLET REPORTS THIRD QUARTER 2024 RESULTS Revenue of $191.3 million, Up 25% Year-Over-Year EXHIBIT 99.1 NERDWALLET REPORTS THIRD QUARTER 2024 RESULTS Revenue of $191.3 million, Up 25% Year-Over-Year FINANCIAL HIGHLIGHTS •Revenue of $191.3 million •GAAP income from operations of $6.6 million •GAAP net income of $0.1 million or $0.00 income per diluted share •Non-GAAP operating income of $22.9 million •Adjusted EBITDA of $37.3 million SAN FRANCISCO, CA—October 29, 2024—NerdWallet, Inc. (N |
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| October 29, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 29, 2024 NERDWALLET, INC. (Exact name of registrant as specified in its charter) Delaware 001-40994 45-4180440 (State or other jurisdiction of incorporation) (Commission File |
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| October 3, 2024 |
Entry into a Material Definitive Agreement, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 27, 2024 NERDWALLET, INC. (Exact name of registrant as specified in its charter) Delaware 001-40994 45-4180440 (State or other jurisdiction of incorporation) (Commission Fil |
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| September 9, 2024 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 4, 2024 NERDWALLET, INC. (Exact name of registrant as specified in its charter) Delaware 001-40994 45-4180440 (State or other jurisdiction of incorporation) (Commission File |
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| September 9, 2024 |
NerdWallet Announces New $50 Million Share Repurchase Program EXHIBIT 99.1 NerdWallet Announces New $50 Million Share Repurchase Program SAN FRANCISCO, CA—September 9, 2024—NerdWallet, Inc. (Nasdaq: NRDS), which provides trustworthy financial guidance to consumers and small and mid-sized businesses (SMBs), today announced that the Company’s Board of Directors authorized a new share repurchase program. Under the new program, the Company may purchase up to $50 |
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| August 19, 2024 |
EX-99.A 2 d870533dex99a.htm EX-99.A EXHIBIT A JOINT FILING UNDERTAKING The undersigned, being authorized thereunto, hereby execute this agreement as an exhibit to this Schedule 13G to evidence the agreement of the below-named parties, in accordance with rules promulgated pursuant to the Securities Exchange Act of 1934, to file this Schedule, as it may be amended, jointly on behalf of each of such |
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| August 19, 2024 |
NRDS / NerdWallet, Inc. / Topline Capital Management, LLC - SC 13G Passive Investment SC 13G 1 d870533dsc13g.htm SC 13G SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. ) NerdWallet, Inc. (Name of Issuer) Class A Common Stock, $0.0001 par value (Title of Class of Securities) 64082B102 (CUSIP Number) August 9, 2024 (Date of Event Which Requires Filing of Statement) Check the appropriate box to designate t |
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| July 31, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-40994 NerdWallet, |
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| July 31, 2024 |
NERDWALLET REPORTS SECOND QUARTER 2024 RESULTS Revenue of $150.6 million, Up 5% Year-Over-Year EXHIBIT 99.1 NERDWALLET REPORTS SECOND QUARTER 2024 RESULTS Revenue of $150.6 million, Up 5% Year-Over-Year FINANCIAL HIGHLIGHTS •Revenue of $150.6 million •GAAP loss from operations of $9.6 million •GAAP net loss of $9.4 million or $0.12 loss per diluted share •Non-GAAP operating loss of $2.7 million •Adjusted EBITDA of $14.3 million SAN FRANCISCO, CA—July 31, 2024—NerdWallet, Inc. (Nasdaq: NRDS) |
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| July 31, 2024 |
Amendment of Amended and Restated Certificat Exhibit 3.1 CERTIFICATE OF AMENDMENT OF AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF NERDWALLET, INC. NerdWallet, Inc., (the “Corporation”), a corporation organized and existing under the General Corporation Law of the State of Delaware, hereby certifies as follows: 1.The name of the Corporation is NerdWallet, Inc. 2.This Certificate of Amendment (the “Certificate of Amendment”) amends the |
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| July 31, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 31, 2024 NERDWALLET, INC. (Exact name of registrant as specified in its charter) Delaware 001-40994 45-4180440 (State or other jurisdiction of incorporation) (Commission File Num |
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| July 30, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 30, 2024 NERDWALLET, INC. (Exact name of registrant as specified in its charter) Delaware 001-40994 45-4180440 (State or other jurisdiction of incorporation) (Commission File Num |
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| May 15, 2024 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 14, 2024 NERDWALLET, INC. (Exact name of registrant as specified in its charter) Delaware 001-40994 45-4180440 (State or other jurisdiction of incorporation) (Commission File Numb |
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| April 26, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 26, 2024 NERDWALLET, INC. (Exact name of registrant as specified in its charter) Delaware 001-40994 45-4180440 (State or other jurisdiction of incorporation) (Commission File Nu |
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| April 25, 2024 |
Exhibit 10.1 NERDWALLET, INC. PERFORMANCE-BASED STOCK OPTION GRANT NOTICE (2021 EQUITY INCENTIVE PLAN) NerdWallet, Inc. (the “Company”), pursuant to its 2021 Equity Incentive Plan, as amended (the “Plan”), has granted to you (“Optionholder”) a performance-based stock option to purchase the target number of shares of the Common Stock (the “Option”) specified, and on the terms set forth below, which |
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| April 25, 2024 |
NERDWALLET REPORTS FIRST QUARTER 2024 RESULTS Revenue of $161.9 million, Down 5% Year-Over-Year EXHIBIT 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 diluted share •Non-GAAP operating income of $10.6 million •Adjusted EBITDA of $25.5 million SAN FRANCISCO, CA—April 25, 2024—NerdWallet, Inc. (Na |
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| April 25, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 25, 2024 NERDWALLET, INC. (Exact name of registrant as specified in its charter) Delaware 001-40994 45-4180440 (State or other jurisdiction of incorporation) (Commission File Nu |
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| April 25, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-40994 NerdWallet |
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| April 2, 2024 |
UNITED STATES SECURITIES and EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. |
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| April 2, 2024 |
UNITED STATES SECURITIES and EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. |
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| April 2, 2024 |
VIA EDGAR April 2, 2024 United States Securities and Exchange Commission Office of Technology Division of Corporate Finance 100 F Street, N. |
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| March 19, 2024 |
UNITED STATES SECURITIES and EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. |
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| March 4, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 4, 2024 NERDWALLET, INC. (Exact name of registrant as specified in its charter) Delaware 001-40994 45-4180440 (State or other jurisdiction of incorporation) (Commission File Num |
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| February 20, 2024 |
Compensation Recovery Policy of the Registrant. Exhibit 97.1 NERDWALLET, INC. Compensation Recovery Policy Effective October 2, 2023 Purpose As required pursuant to the listing standards of the Nasdaq Stock Market LLC (the “Stock Exchange”), Section 10D of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), and Rule 10D-1 under the Exchange Act, the Compensation Committee (the “Committee”) of the Board of Directors (the “Board |
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| February 20, 2024 |
As filed with the Securities and Exchange Commission on February 20, 2024 As filed with the Securities and Exchange Commission on February 20, 2024 Registration No. |
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| February 20, 2024 |
26, 2023 among NerdWallet, Inc., the subsidiary guarantors from time to time party th EXHIBIT 10.8 FIRST AMENDMENT TO CREDIT AGREEMENT THIS FIRST AMENDMENT TO CREDIT AGREEMENT (this “Amendment”) is made as of November 1, 2023 by and among NerdWallet, Inc., a Delaware corporation (the “Borrower”), and JPMorgan Chase Bank, N.A., as Administrative Agent (the “Administrative Agent”), under that certain Credit Agreement dated as of September 26, 2023 by and among the Borrower, the subsi |
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| February 20, 2024 |
Exhibit 4.3 NERDWALLET, INC. INDENTURE Dated as of as Trustee CROSS-REFERENCE TABLE* Trust Indenture Act Section Indenture Section 310(a)(1) 7.10 (a)(2) 7.10 (a)(3) N.A. (a)(4) N.A. (a)(5) 7.10 (b) 7.10 (c) N.A. 311(a) 7.11 (b) 7.11 (c) N.A. 312(a) 2.06 (b) 11.03 (c) 11.03 313(a) 7.06 (b)(2) 7.06; 7.07 (c) 7.06; 11.02 (d) 7.06 314(a) 4.03; 4.04; 11.02 (b) N.A. (c)(l) 11.04 (c)(2) 11.04 (c)(3) N.A. |
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| February 20, 2024 |
As filed with the Securities and Exchange Commission on February 20, 2024 As filed with the Securities and Exchange Commission on February 20, 2024 Registration No. |
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| February 20, 2024 |
Exhibit 4.3 NERDWALLET, INC. INDENTURE Dated as of as Trustee CROSS-REFERENCE TABLE* Trust Indenture Act Section Indenture Section 310(a)(1) 7.10 (a)(2) 7.10 (a)(3) N.A. (a)(4) N.A. (a)(5) 7.10 (b) 7.10 (c) N.A. 311(a) 7.11 (b) 7.11 (c) N.A. 312(a) 2.06 (b) 11.03 (c) 11.03 313(a) 7.06 (b)(2) 7.06; 7.07 (c) 7.06; 11.02 (d) 7.06 314(a) 4.03; 4.04; 11.02 (b) N.A. (c)(l) 11.04 (c)(2) 11.04 (c)(3) N.A. |
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| February 20, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-40994 NerdWallet, Inc |
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| February 20, 2024 |
Exhibit 107 Calculation of Filing Fee Tables Form S-3 (Form Type) NerdWallet, Inc. |
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| February 20, 2024 |
As filed with the Securities and Exchange Commission on February 20, 2024 As filed with the Securities and Exchange Commission on February 20, 2024 Registration No. |
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| February 20, 2024 |
Exhibit 107 Calculation of Filing Fee Table Form S-8 (Form Type) NERDWALLET, INC. (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation Rule Amount Registered(1) Proposed Maximum Offering Price Per Share Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Equity Class A common stock, par value |
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| February 20, 2024 |
Exhibit 107 Calculation of Filing Fee Tables Form S-3 (Form Type) NerdWallet, Inc. |
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| February 14, 2024 |
EXHIBIT 99.1 NERDWALLET 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 Q4’23 a |
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| February 14, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 14, 2024 NERDWALLET, INC. (Exact name of registrant as specified in its charter) Delaware 001-40994 45-4180440 (State or other jurisdiction of incorporation) (Commission File |
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| February 13, 2024 |
NRDS / NerdWallet, Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SC 13G/A 1 tv01527-nerdwalletincclassa.htm SCHEDULE 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 1)* Name of issuer: NerdWallet, Inc. Class A Title of Class of Securities: Common Stock CUSIP Number: 64082B102 Date of Event Which Requires Filing of this Statement: December 29, 2023 Check the appropriate box to |
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| February 13, 2024 |
NRDS / NerdWallet, Inc. / Institutional Venture Partners XIV, L.P. - SC 13G/A Passive Investment SC 13G/A 1 tm245429d21sc13ga.htm SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULES 13d-1 (b), (c) AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO 13d-2 (Amendment No. 2) NerdWallet, Inc. (Name of Issuer) Class A common stock, $0.0001 par value (Title of Class of Securities) |
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| February 13, 2024 |
EX-99.1 2 tm245429d21ex99-1.htm EXHIBIT 99.1 CUSIP No. 64082B 10 2 13G Exhibit 99.1 EXHIBIT A JOINT FILING STATEMENT We, the undersigned, hereby express our agreement that the attached statement on Schedule 13G relating to the Common Stock of NerdWallet, Inc. is filed on behalf of each of us. Dated: February 13, 2024 INSTITUTIONAL VENTURE PARTNERS XIV, L.P. By: Institutional Venture Management XIV |
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| October 26, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 26, 2023 NERDWALLET, INC. (Exact name of registrant as specified in its charter) Delaware 001-40994 45-4180440 (State or other jurisdiction of incorporation) (Commission File |
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| October 26, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-40994 NerdWa |
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| October 26, 2023 |
NERDWALLET REPORTS THIRD QUARTER 2023 RESULTS Revenue of $152.8 million, Up 7% Year-Over-Year EXHIBIT 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 FRANCISCO, CA—October 26, 2023—NerdWallet, Inc. (Nasdaq: NRDS), a platform that provides financial guidance to consumers and small and mid-size |
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| September 27, 2023 |
EXHIBIT 10.1 CREDIT AGREEMENT dated as of September 26, 2023 among NERDWALLET, INC., as the Borrower, The Other Loan Parties Party Hereto, The Lenders Party Hereto and JPMORGAN CHASE BANK, N.A., as Administrative Agent JPMORGAN CHASE BANK, N.A., as Sole Bookrunner and Sole Lead Arranger TABLE OF CONTENTS Page ARTICLE I Definitions 1 SECTION 1.01. Defined Terms 1 SECTION 1.02. Classification of Loa |
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| September 27, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 26, 2023 NERDWALLET, INC. (Exact name of registrant as specified in its charter) Delaware 001-40994 45-4180440 (State or other jurisdiction of incorporation) (Commission Fil |
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| August 2, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 2, 2023 NERDWALLET, INC. (Exact name of registrant as specified in its charter) Delaware 001-40994 45-4180440 (State or other jurisdiction of incorporation) (Commission File Nu |
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| August 2, 2023 |
NERDWALLET REPORTS SECOND QUARTER 2023 RESULTS Revenue of $143.3 million, Up 14% Year-Over-Year EXHIBIT 99.1 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 •Adjusted EBITDA of $20.7 million SAN FRANCISCO, CA—August 2, 2023—NerdWallet, Inc. (Nasdaq: NRDS), a platform that provides financial guidance to consumers and small and mid-siz |
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| August 2, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-40994 NerdWallet, |
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| May 25, 2023 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 24, 2023 NERDWALLET, INC. (Exact name of registrant as specified in its charter) Delaware 001-40994 45-4180440 (State or other jurisdiction of incorporation) (Commission File Numb |
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| May 2, 2023 |
NERDWALLET REPORTS FIRST QUARTER 2023 RESULTS Revenue of $169.6 million, Up 31% Year-Over-Year EXHIBIT 99.1 NERDWALLET REPORTS FIRST QUARTER 2023 RESULTS Revenue of $169.6 million, Up 31% Year-Over-Year FINANCIAL HIGHLIGHTS •Revenue of $169.6 million •GAAP net income of $1.7 million and $0.02 income per diluted share •Adjusted EBITDA of $20.9 million •Board of Directors approved a share repurchase plan with $20 million authorization and no expiration date SAN FRANCISCO, CA—May 2, 2023—NerdW |
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| May 2, 2023 |
As filed with the Securities and Exchange Commission on May 2, 2023 As filed with the Securities and Exchange Commission on May 2, 2023 Registration No. |
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| May 2, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 2, 2023 NERDWALLET, INC. (Exact name of registrant as specified in its charter) Delaware 001-40994 45-4180440 (State or other jurisdiction of incorporation) (Commission File Numbe |
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| May 2, 2023 |
Exhibit 107 Calculation of Filing Fee Tables Form S-3 (Form Type) NerdWallet, Inc. |
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| May 2, 2023 |
NERDWALLET, INC. INDENTURE Dated as of as Trustee CROSS-REFERENCE TABLE* Trust Indenture Act Section Indenture Section 310(a)(1) 7.10 (a)(2) 7.10 (a)(3) N.A. (a)(4) N.A. (a)(5) 7.10 (b) 7.10 (c) N.A. 311(a) 7.11 (b) 7.11 (c) N.A. 312(a) 2.06 (b) 11.03 (c) 11.03 313(a) 7.06 (b)(2) 7.06; 7.07 (c) 7.06; 11.02 (d) 7.06 314(a) 4.03; 4.04; 11.02 (b) N.A. (c)(l) 11.04 (c)(2) 11.04 (c)(3) N.A. (d) N.A. (e |
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| May 2, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-40994 NerdWallet |
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| April 13, 2023 |
DEFA14A 1 d404737ddefa14a.htm DEFA14A UNITED STATES SECURITIES and EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.[ ]) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, For Use of the Commission Only (as |
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| April 13, 2023 |
DEF 14A Table of Contents UNITED STATES SECURITIES and EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. |
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| March 17, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 14, 2023 NERDWALLET, INC. (Exact name of registrant as specified in its charter) Delaware 001-40994 45-4180440 (State or other jurisdiction of incorporation) (Commission File Nu |
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| March 17, 2023 |
Amended and Restated Change of Control and Severance Policy Exhibit 10.2 AMENDED AND RESTATED CHANGE OF CONTROL AND SEVERANCE POLICY This Amended and Restated Change of Control and Severance Policy (this “Policy”) of NerdWallet, Inc., a Delaware corporation (the “Company”), was originally effective as of June 16, 2021 (the “Original Effective Date”) and is amended and restated as of March 15, 2023. 1.General. (a)Purpose and Participation. The purpose of th |
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| March 17, 2023 |
Form of PSU Agreement with Change of Control Exhibit 10.1 NerdWallet, Inc. PSU Award Grant Notice (2021 Equity Incentive Plan) NerdWallet, Inc. (the “Company”), pursuant to its 2021 Equity Incentive Plan (the “Plan”) has awarded to you (the “Participant”) the target number of performance-based restricted stock units (“PSUs”) specified, and on the terms set forth, below (the “PSU Award”), which award constitutes a “Performance Award” under th |
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| February 23, 2023 |
As filed with the Securities and Exchange Commission on February 23, 2023 As filed with the Securities and Exchange Commission on February 23, 2023 Registration No. |
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| February 23, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-40994 NerdWallet, Inc |
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| February 23, 2023 |
Exhibit 107 Calculation of Filing Fee Table Form S-8 (Form Type) NERDWALLET, INC. (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation Rule Amount Registered(1) Proposed Maximum Offering Price Per Share Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Equity Class A common stock, par value |
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| February 14, 2023 |
CUSIP No. 64082B 10 2 13G Exhibit 99.1 EXHIBIT A JOINT FILING STATEMENT We, the undersigned, hereby express our agreement that the attached statement on Schedule 13G relating to the Common Stock of NerdWallet, Inc. is filed on behalf of each of us. Dated: February 14, 2023 INSTITUTIONAL VENTURE PARTNERS XIV, L.P. By: Institutional Venture Management XIV, LLC Its: General Partner By: /s/ Tracy Hoga |
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| February 14, 2023 |
EXHIBIT 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 share for Q4’22 and GAAP net loss of $10.2 million or $0.14 per diluted share for full year 2022 •Adjusted EBITD |
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| February 14, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 14, 2023 NERDWALLET, INC. (Exact name of registrant as specified in its charter) Delaware 001-40994 45-4180440 (State or other jurisdiction of incorporation) (Commission File |
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| February 14, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULES 13d-1 (b), (c) AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO 13d-2 (Amendment No. 1) NerdWallet, Inc. (Name of Issuer) Class A common stock, $0.0001 par value (Title of Class of Securities) 64082B 10 2 (CUSIP Number) December 31, 20 |
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| February 9, 2023 |
US64082B1026 / NERDWALLET INC / VANGUARD GROUP INC - SCHEDULE 13G Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 Name of issuer: NerdWallet Inc. Class A Title of Class of Securities: Common Stock CUSIP Number: 64082B102 Date of Event Which Requires Filing of this Statement: December 30, 2022 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: ☒ Rule 13d-1(b) ☐ |
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| January 13, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 13, 2023 NERDWALLET, INC. (Exact name of registrant as specified in its charter) Delaware 001-40994 45-4180440 (State or other jurisdiction of incorporation) (Commission File |
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| November 2, 2022 |
EXHIBIT 10.4 AMENDED AND RESTATED SENIOR SECURED CREDIT FACILITIES CREDIT AGREEMENT dated as of February 19, 2021, among NERDWALLET, INC. and NERDWALLET COMPARE, INC., jointly and severally, individually and collectively, as the Borrower, THE SEVERAL LENDERS FROM TIME TO TIME PARTY HERETO, SILICON VALLEY BANK, as Administrative Agent, Issuing Lender and Swingline Lender, and SILICON VALLEY BANK, a |
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| November 2, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-40994 NerdWa |
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| November 2, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 2, 2022 NERDWALLET, INC. (Exact name of registrant as specified in its charter) Delaware 001-40994 45-4180440 (State or other jurisdiction of incorporation) (Commission File |
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| November 2, 2022 |
NERDWALLET REPORTS THIRD QUARTER 2022 RESULTS Revenue of $142.6 million, Up 45% Year-Over-Year EXHIBIT 99.1 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 ?Adjusted EBITDA of $14.5 million SAN FRANCISCO, CA - November 2, 2022 - NerdWallet, Inc. (Nasdaq: NRDS), a platform that provides financial guidance to consumers and small |
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| October 3, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A (Amendment No. 1) CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 7, 2022 NERDWALLET, INC. (Exact name of registrant as specified in its charter) Delaware 001-40994 45-4180440 (State or other jurisdiction of incorporation) ( |
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| October 3, 2022 |
Exhibit 10.1 CONSULTING SERVICES AGREEMENT This CONSULTING SERVICES AGREEMENT (the ?Agreement?) is made effective as of October 1, 2022 (the ?Effective Date?), by and between NerdWallet, Inc. (?NerdWallet?) and Kelly Gillease (?Provider?), for the purpose of setting forth the terms and conditions under which Provider will perform certain services for NerdWallet on the terms and conditions set fort |
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| September 28, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 22, 2022 NERDWALLET, INC. (Exact name of registrant as specified in its charter) Delaware 001-40994 45-4180440 (State or other jurisdiction of incorporation) (Commission Fil |
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| September 28, 2022 |
Maurice Taylor Appointed to NerdWallet's Board of Directors Exhibit 99.1 Maurice Taylor Appointed to NerdWallet's Board of Directors SAN FRANCISCO, September 28, 2022 - NerdWallet, Inc. (Nasdaq: NRDS), a platform that provides financial guidance to consumers and small- and mid-sized businesses (SMBs), today announced the appointment of Maurice Taylor, Portfolio Manager at Alyeska Investment Group, to its Board of Directors, effective October 1, 2022. Mauri |
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| August 17, 2022 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 11, 2022 NERDWALLET, INC. (Exact name of registrant as specified in its charter) Delaware 001-40994 45-4180440 (State or other jurisdiction of incorporation) (Commission File N |
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| August 17, 2022 |
ON THE BARRELHEAD, INC. FINANCIAL STATEMENTS THREE MONTHS ENDED MARCH 31, 2022 Exhibit 99.2 ON THE BARRELHEAD, INC. FINANCIAL STATEMENTS THREE MONTHS ENDED MARCH 31, 2022 ON THE BARRELHEAD, INC. BALANCE SHEET MARCH 31, 2022 ASSETS Current Assets Cash $ 3,888,473 Accounts receivable 11,538,157 Prepaid expenses and other current assets 25,200 Total Current Assets 15,451,830 Equipment, Net 29,258 Total Assets 15,481,088 LIABILITIES Current Liabilities Accounts payable 5,049,299 |
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| August 17, 2022 |
Exhibit 99.1 ON THE BARRELHEAD, INC. FINANCIAL STATEMENTS YEAR ENDED DECEMBER 31, 2021 Independent Auditor?s Report To the Board of Directors On the Barrelhead, Inc. Opinion We have audited the financial statements of On the Barrelhead, Inc. (the ?Company?), which comprise the balance sheet as of December 31, 2021, and the related statements of income, changes in stockholders? equity, and cash flo |
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| August 17, 2022 |
UNAUDITED PRO FORMA CONDENSED COMBINED FINANCIAL INFORMATION Exhibit 99.3 UNAUDITED PRO FORMA CONDENSED COMBINED FINANCIAL INFORMATION The following unaudited pro forma condensed combined financial information presents the combination of the historical consolidated financial statements of NerdWallet, Inc. and its subsidiaries (the Company) and the historical financial statements of On the Barrelhead, Inc. (OTB) after giving effect to the Company?s acquisiti |
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| August 17, 2022 |
UNAUDITED SUPPLEMENTAL NON-GAAP PRO FORMA FINANCIAL MEASURE Exhibit 99.4 UNAUDITED SUPPLEMENTAL NON-GAAP PRO FORMA FINANCIAL MEASURE Summary of Transaction On July 11, 2022, NerdWallet, Inc. and its subsidiaries (the Company) completed the acquisition of On the Barrelhead, Inc. (OTB), pursuant to an Agreement and Plan of Merger and Reorganization (the Merger Agreement). The Company accounted for the acquisition of OTB using the acquisition method of accoun |
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| August 5, 2022 |
NERDWALLET REPORTS SECOND QUARTER 2022 RESULTS Revenue of $125.2 million, Up 37% Year-Over-Year EXHIBIT 99.1 NERDWALLET REPORTS SECOND QUARTER 2022 RESULTS Revenue of $125.2 million, Up 37% Year-Over-Year FINANCIAL HIGHLIGHTS ?Revenue of $125.2 million ?GAAP net loss of $9.3 million and $0.14 loss per diluted share ?Adjusted EBITDA of $12.7 million SAN FRANCISCO, CA - August 4, 2022 - NerdWallet, Inc. (Nasdaq: NRDS), a platform that provides financial guidance to consumers and small and mid- |
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| August 5, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 4, 2022 NERDWALLET, INC. (Exact name of registrant as specified in its charter) Delaware 001-40994 45-4180440 (State or other jurisdiction of incorporation) (Commission File Nu |
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| August 5, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-40994 NerdWallet, |
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| July 13, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 7, 2022 NERDWALLET, INC. (Exact name of registrant as specified in its charter) Delaware 001-40994 45-4180440 (State or other jurisdiction of incorporation) (Commission File Numb |
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| July 13, 2022 |
NerdWallet Announces Departure of Chief Marketing Officer Kelly Gillease EXHIBIT 99.1 NerdWallet Announces Departure of Chief Marketing Officer Kelly Gillease SAN FRANCISCO, July 13, 2022-NerdWallet, Inc. (Nasdaq: NRDS) today announced that Chief Marketing Officer (CMO) Kelly Gillease will be stepping down from her role effective October 1, 2022. Following Gillease?s departure, Brand Marketing, Communications, and Organic Marketing will report directly to Chief Executi |
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| July 11, 2022 |
As filed with the Securities and Exchange Commission on July 11, 2022 As filed with the Securities and Exchange Commission on July 11, 2022 Registration No. |
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| July 11, 2022 |
EXHIBIT 99.1 NerdWallet Completes Acquisition of On The Barrelhead NerdWallet Announces Inducement Grants to On the Barrelhead Employees SAN FRANCISCO (July 11, 2022) NerdWallet, Inc. (Nasdaq: NRDS), a platform that provides financial guidance to consumers and small- and mid-sized businesses (SMBs), today announced the closing of its previously announced acquisition of On the Barrelhead, Inc., a d |
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| July 11, 2022 |
2022 Inducement Equity Incentive Plan. Exhibit 99.1 NerdWallet, Inc. 2022 Inducement Equity Incentive Plan 1.General. (a)Plan Purpose. The Company, by means of the Plan, seeks to provide Awards as an inducement material to certain employees of the Company or its Affiliates who are entering into employment with the Company or its Affiliates and to encourage stock ownership by such individuals, thereby aligning their interests with those |
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| July 11, 2022 |
Exhibit 99.3 NerdWallet, Inc. RSU Inducement Award Grant Notice (2022 Inducement Equity Incentive Plan) NerdWallet, Inc. (the ?Company?), pursuant to its 2022 Inducement Equity Incentive Plan (the ?Plan?) has awarded to you (the ?Participant?) the number of restricted stock units (?RSUs?) specified, and on the terms set forth, below (the ?RSU Award?). Your RSU Award is subject to all of the terms |
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| July 11, 2022 |
Exhibit 99.2 NerdWallet, Inc. RSU Inducement Award Grant Notice (2022 Inducement Equity Incentive Plan) NerdWallet, Inc. (the ?Company?), pursuant to its 2022 Inducement Equity Incentive Plan (the ?Plan?) has awarded to you (the ?Participant?) the number of restricted stock units (?RSUs?) specified, and on the terms set forth, below (the ?RSU Award?). Your RSU Award is subject to all of the terms |
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| July 11, 2022 |
EX-FILING FEES 2 exhibit107-sx871122.htm EX-FILING FEES Exhibit 107 Calculation of Filing Fee Table Form S-8 (Form Type) NERDWALLET, INC. (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation Rule Amount Registered(1) Proposed Maximum Offering Price Per Share Maximum Aggregate Offering Price Fee Rate Amount of |
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| July 11, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 11, 2022 NERDWALLET, INC. (Exact name of registrant as specified in its charter) Delaware 001-40994 45-4180440 (State or other jurisdiction of incorporation) (Commission File Num |
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| June 24, 2022 |
EXHIBIT 99.1 NerdWallet To Acquire On The Barrelhead NerdWallet advances toward becoming a trusted financial ecosystem by accelerating its data and technology capabilities SAN FRANCISCO (June 23, 2022) NerdWallet, Inc. (Nasdaq: NRDS), a platform that provides financial guidance to consumers and small- and mid-sized businesses (SMBs), announced today the entry into an acquisition agreement with On |
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| June 24, 2022 |
Exhibit 2.1 AGREEMENT AND PLAN OF MERGER AND REORGANIZATION dated June 23, 2022 by and among NerdWallet, Inc., as Parent On the Barrelhead, Inc., as the Company Bighorn Merger Sub Corp. Bighorn Merger Sub 2, LLC NerdWallet Compare, Inc. and Fortis Advisors LLC, as the Representative TABLE OF CONTENTS Page ARTICLE 1 THE MERGER, THE SECOND MERGER, AND THE NWC MERGER 3 Section 1.1 The Merger, the Sec |
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| June 24, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 23, 2022 NERDWALLET, INC. (Exact name of registrant as specified in its charter) Delaware 001-40994 45-4180440 (State or other jurisdiction of incorporation) (Commission File Num |
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| May 26, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 25, 2022 NERDWALLET, INC. (Exact name of registrant as specified in its charter) Delaware 001-40994 45-4180440 (State or other jurisdiction of incorporation) (Commission File Numb |
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| May 25, 2022 |
As filed with the Securities and Exchange Commission on May 25, 2022 As filed with the Securities and Exchange Commission on May 25, 2022 Registration No. |
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| May 25, 2022 |
Exhibit 107 Calculation of Filing Fee Table Form S-8 (Form Type) NERDWALLET, INC. (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation Rule Amount Registered(1) Proposed Maximum Offering Price Per Share Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Equity Class A common stock, par value |
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| May 25, 2022 |
2021 Equity Incentive Plan, as amended. Exhibit 99.1 NerdWallet, Inc. 2021 Equity Incentive Plan Originally Adopted by the Board of Directors: September 29, 2021 Originally Approved by the Stockholders: October 26, 2021 (As amended on May 25, 2022) Table of Contents Page 1. General. 1 2. Shares Subject to the Plan. 1 3. Eligibility and Limitations. 2 4. Options and Stock Appreciation Rights. 4 5. Awards Other Than Options and Stock Appr |
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| May 3, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-40994 NerdWallet |
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| May 3, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 3, 2022 NERDWALLET, INC. (Exact name of registrant as specified in its charter) Delaware 001-40994 45-4180440 (State or other jurisdiction of incorporation) (Commission File Numbe |
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| May 3, 2022 |
NERDWALLET REPORTS FIRST QUARTER 2022 RESULTS Revenue of $129.1 million, Up 43% Year-Over-Year EXHIBIT 99.1 NERDWALLET REPORTS FIRST QUARTER 2022 RESULTS Revenue of $129.1 million, Up 43% Year-Over-Year FINANCIAL HIGHLIGHTS ?Revenue of $129.1 million ?GAAP net loss of $10.5 million and $0.16 loss per diluted share ?Adjusted EBITDA of $8.9 million SAN FRANCISCO, CA - May 3, 2022 - NerdWallet, Inc. (Nasdaq: NRDS), a platform that provides financial guidance to consumers and small and mid-size |
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| April 14, 2022 |
UNITED STATES SECURITIES and EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. |
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| April 14, 2022 |
DEF 14A 1 d258585ddef14a.htm DEF 14A Table of Contents UNITED STATES SECURITIES and EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.[ ]) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, For Use of the Com |
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| April 5, 2022 |
Ken McBride Appointed to NerdWallet's Board of Directors Exhibit 99.1 Ken McBride Appointed to NerdWallet's Board of Directors SAN FRANCISCO, April 1, 2022 - NerdWallet, Inc. (Nasdaq: NRDS), a website and app that provides consumers and small businesses with trustworthy financial guidance, today announced the appointment of Ken McBride, former Chairman and CEO of Stamps.com (Nasdaq: STMP), to its Board of Directors. During Ken?s 20-year tenure as CEO of |
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| April 5, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 31, 2022 NERDWALLET, INC. (Exact name of registrant as specified in its charter) Delaware 001-40994 45-4180440 (State or other jurisdiction of incorporation) (Commission File Nu |
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| March 24, 2022 |
Offer Letter, by and between Kelly Gillease and the Registrant, dated July 5, 2018. EX-10.24 5 exhibit1024-10xkfy21.htm EX-10.24 Exhibit 10.24 875 Stevenson Street, 5th Floor, San Francisco, CA 94103 July 5, 2018 Kelly Gillease [***] Re: Offer of Employment with NerdWallet, Inc. Dear Kelly Gillease: On behalf of NerdWallet, Inc. (“the Company”), we are pleased to offer you full-time employment in the position of Vice President, Marketing. The terms of your offer are as follows: 1 |
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| March 24, 2022 |
EXHIBIT 10.10 SECOND AMENDMENT TO AMENDED AND RESTATED CREDIT AGREEMENT This Second Amendment to Amended and Restated Credit Agreement (this ?Amendment?) dated and effective as of March 15, 2022 (the ?Second Amendment Effective Date?) by and among NERDWALLET, INC., a Delaware corporation (?NerdWallet?), NERDWALLET COMPARE, INC., a Delaware corporation (?NW Compare? and together with NerdWallet, in |
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| March 24, 2022 |
Description of Securities of the Registrant. Exhibit 4.1 Description of the Registrant?s Securities Registered Pursuant To Section 12 of the Securities Exchange Act of 1934 As of the date of our Annual Report on Form 10-K of which this exhibit is a part, NerdWallet, Inc. (?we,? ?our? or ?us?) has one class of securities registered under Section 12 of the Securities Exchange Act of 1934, as amended (the ?Exchange Act?): our Class A common sto |
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| March 24, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-40994 NerdWallet, Inc |
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| March 24, 2022 |
EXHIBIT 10.9 AMENDED AND RESTATED SENIOR SECURED CREDIT FACILITIES CREDIT AGREEMENT dated as of February 19, 2021, among NERDWALLET, INC. and NERDWALLET COMPARE, INC., jointly and severally, individually and collectively, as the Borrower, THE SEVERAL LENDERS FROM TIME TO TIME PARTY HERETO, SILICON VALLEY BANK, as Administrative Agent, Issuing Lender and Swingline Lender, and SILICON VALLEY BANK, a |
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| March 24, 2022 |
Subsidiaries of the Registrant. EXHIBIT 21.1 SUBSIDIARIES OF NERDWALLET, INC.* Subsidiary Name Jurisdiction of Incorporation Fundera, Inc. Delaware, United States NerdWallet Compare, Inc Delaware, United States NerdWallet Insurance Services, Inc. Delaware, United States *Pursuant to Item 601(b)(21)(ii) of Regulation S-K, the names of other subsidiaries of NerdWallet, Inc. are omitted because, considered in the aggregate, they wo |
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| February 24, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 24, 2022 NERDWALLET, INC. (Exact name of registrant as specified in its charter) Delaware 001-40994 45-4180440 (State or other jurisdiction of incorporation) (Commission File |
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| February 24, 2022 |
EX-99.1 2 earningsreleaseq4fy21.htm EX-99.1 EXHIBIT 99.1 NERDWALLET REPORTS FOURTH QUARTER AND FULL YEAR 2021 RESULTS Fourth Quarter 2021 Revenue of $99.5 million, Up 75% Year-Over-Year FINANCIAL HIGHLIGHTS •Revenue of $99.5 million for Q4’21 and $379.6 million for full year 2021 •GAAP net loss of $7.9 million and $0.13 loss per diluted share for Q4’21, and GAAP net loss of $42.5 million and $0.82 |
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| February 14, 2022 |
US64082B1026 / NERDWALLET INC / Innovius Capital Sirius I, L.P. - SC 13G Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULES 13d-1 (b), (c) AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO 13d-2 (b) (Amendment No. )* NerdWallet, Inc. (Name of Issuer) Class A Common Stock, par value $0.0001 per share (Title of Class of Securities) 64082B102 (CUSIP Number) Dec |
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| February 14, 2022 |
CUSIP No. 64082B 10 2 13G Exhibit 99.1 EXHIBIT A JOINT FILING STATEMENT We, the undersigned, hereby express our agreement that the attached statement on Schedule 13G relating to the Common Stock of NerdWallet, Inc. is filed on behalf of each of us. Dated: February 14, 2022 INSTITUTIONAL VENTURE PARTNERS XIV, L.P. By: Institutional Venture Management XIV, LLC Its: General Partner By: /s/ Tracy Hoga |
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| February 14, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. ) NERDWALLET, INC. (Name of Issuer) COMMON STOCK (Title of Class of Securities) 64082B102 (CUSIP NUMBER) December 31, 2021 (Date of Event which Requires Filing of Statement) Check the appropriate box to designate the Rule pursuant to which this Schedule is f |
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| February 14, 2022 |
US64082B1026 / NERDWALLET INC / Institutional Venture Partners XIV, L.P. - SC 13G Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULES 13d-1 (b), (c) AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO 13d-2 (Amendment No. ) NerdWallet, Inc. (Name of Issuer) Class A common stock, $0.0001 par value (Title of Class of Securities) 64082B 10 2 (CUSIP Number) December 31, 202 |
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| December 14, 2021 |
NerdWallet Welcomes John Caine as Chief Product Officer Exhibit 99.1 NerdWallet Welcomes John Caine as Chief Product Officer Caine joins the executive leadership team to lead product development San Francisco, December 14, 2021 /PRNewswire/ - NerdWallet, Inc. (Nasdaq: NRDS), a website and app that provides consumers and small businesses with trustworthy financial guidance, welcomes John Caine as its new Chief Product Officer (CPO). Caine will be part o |
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| December 14, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 14, 2021 NERDWALLET, INC. (Exact name of registrant as specified in its charter) Delaware 001-40994 45-4180440 (State or other jurisdiction of incorporation) (Commission File |
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| December 14, 2021 |
Offer Letter Between NerdWallet, Inc. and John Caine dated November 18, 2021. EX-10.1 2 exhibit101-8xkcpoofferlett.htm EX-10.1 Exhibit 10.1 875 Stevenson Street, 5th Floor, San Francisco, CA 94103 November 18, 2021 John Caine [***] Re: Employment Terms Dear John: NerdWallet, Inc. (“NerdWallet” or the “Company”) is pleased to offer you employment in the position of Chief Product Officer on the following terms. You will report to our CEO, Tim Chen. Of course, the Company may |
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| November 10, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 8, 2021 NERDWALLET, INC. (Exact name of registrant as specified in its charter) Delaware 001-40994 45-4180440 (State or other jurisdiction of incorporation) (Commission File |
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| November 10, 2021 |
Amended and Restated Bylaws of NerdWallet, Inc. EX-3.2 3 exhibit32-closing8xk.htm EX-3.2 Exhibit 3.2 Amended and Restated Bylaws of NerdWallet, Inc. (a Delaware Corporation) ARTICLE I OFFICES Section 1. Registered Office. The registered office of the corporation in the State of Delaware shall be as set forth in the Certificate of Incorporation. Section 2. Other Offices. The corporation shall also have and maintain an office or principal place o |
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| November 10, 2021 |
Exhibit 99.1 NerdWallet Announces Closing of Initial Public Offering and Full Exercise of Underwriters? Option to Purchase Additional Shares SAN FRANCISCO, Nov. 8, 2021 /PRNewswire/ - NerdWallet, Inc. (?NerdWallet?) announced today the closing of its initial public offering of 8,337,500 shares of Class A common stock, including the full exercise by the underwriters of their option to purchase 1,08 |
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| November 10, 2021 |
EX-3.1 2 exhibit31-closing8xk.htm EX-3.1 Exhibit 3.1 AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF NERDWALLET, INC. Tim Chen does hereby certify: ONE: The original date of filing the original Certificate of Incorporation of this company with the Secretary of State of the State of Delaware was December 29, 2011. TWO: He is the duly elected and acting Chief Executive Officer of NERDWALLET, IN |
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| November 8, 2021 |
As filed with the U.S. Securities and Exchange Commission on November 8, 2021 As filed with the U.S. Securities and Exchange Commission on November 8, 2021 Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-8 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 NERDWALLET, INC. (Exact name of registrant as specified in its charter) Delaware 45-4180440 (State or other jurisdiction of Incorporation or organization) (I.R.S. |
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| November 5, 2021 |
7,250,000 Shares of Class A Common Stock Filed pursuant to Rule 424(b)(4) Registration No. 333-260134 7,250,000 Shares of Class A Common Stock This is an initial public offering of shares of Class A common stock of NerdWallet, Inc. Prior to this offering, there has been no public market for our Class A common stock. The initial public offering price per share is $18.00. Our Class A common stock has been approved for listing on the Nasdaq |
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| November 1, 2021 |
NerdWallet, Inc. 875 Stevenson Street, 5th Floor San Francisco, CA 94103 NerdWallet, Inc. 875 Stevenson Street, 5th Floor San Francisco, CA 94103 November 1, 2021 Via Edgar U.S. Securities and Exchange Commission Division of Corporation Finance 100 F Street, N.E. Washington, D.C. 20549 Attn: Joseph Kempf Craig Wilson Jeff Kauten Jan Woo RE: NerdWallet, Inc. Registration Statement on Form S-1 File No. 333-260134 Acceleration Request Requested Date: Wednesday, November 3 |
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| November 1, 2021 |
November 1, 2021 VIA EDGAR Securities and Exchange Commission Division of Corporation Finance 100 F Street, N. |
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| November 1, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-A FOR REGISTRATION OF CERTAIN CLASSES OF SECURITIES PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 NERDWALLET, INC. (Exact Name of Registrant as Specified in its Charter) Delaware 45-4180440 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) 875 S |
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| October 26, 2021 |
Exhibit 3.3 [Post Effective Amendment] Amended and Restated Certificate of Incorporation of NerdWallet, Inc. Tim Chen does hereby certify: ONE: The original date of filing the original Certificate of Incorporation of this company with the Secretary of State of the State of Delaware was December 29, 2011. TWO: He is the duly elected and acting Chief Executive Officer of NerdWallet, Inc., a Delaware |
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| October 26, 2021 |
2021 Equity Incentive Plan and form agreements thereunder. Exhibit 10.9 NerdWallet, Inc. 2021 Equity Incentive Plan Adopted by the Board of Directors: [] 2021 Approved by the Stockholders: [] 2021 1. General. 1 2. Shares Subject to the Plan. 2 3. Eligibility and Limitations. 3 4. Options and Stock Appreciation Rights. 4 5. Awards Other Than Options and Stock Appreciation Rights. 8 6. Adjustments upon Changes in Common Stock; Other Corporate Events. 10 7. |
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| October 26, 2021 |
As filed with the U.S. Securities and Exchange Commission on October 26, 2021. S-1/A 1 nerdwallets-1a2.htm S-1/A As filed with the U.S. Securities and Exchange Commission on October 26, 2021. Registration No. 333-260134 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 2 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 NERDWALLET, INC. (Exact name of Registrant as specified in its charter) Delaware 7375 45-4180440 (State |
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| October 26, 2021 |
Exhibit 3.2 CERTIFICATE OF AMENDMENT TO THE AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF NERDWALLET, INC. The undersigned Tim Chen hereby certifies that: 1.He is the duly elected and acting President of NerdWallet, Inc., a Delaware corporation. 2.The date of filing the original Certificate of Incorporation of this corporation with the Secretary of State of Delaware was December 29, 2011. 3 |
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| October 26, 2021 |
Award Agreement under the 2021 Equity Incentive Plan. Exhibit 10.11 NerdWallet, Inc. RSU Award Grant Notice (2021 Equity Incentive Plan) NerdWallet, Inc. (the “Company”), pursuant to its 2021 Equity Incentive Plan (the “Plan”) has awarded to you (the “Participant”) the number of restricted stock units specified, and on the terms set forth, below (the “RSU Award”). Your RSU Award is subject to all of the terms and conditions set forth herein and in th |
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| October 26, 2021 |
2021 Employee Stock Purchase Plan. Exhibit 10.12 NerdWallet, Inc. 2021 Employee Stock Purchase Plan Adopted by the Board of Directors: [] 2021 Approved by the Stockholders: [] 2021 1. General; Purpose. (a) The Plan provides a means by which Eligible Employees of the Company and certain designated Related Corporations may be given an opportunity to purchase shares of Common Stock. The Plan permits the Company to grant a series of Pu |
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| October 26, 2021 |
Stock Option Agreement, and Exercise Notice under the 2021 Equity Incentive Plan. EX-10.10 7 exhibit1010-s1a2.htm EX-10.10 Exhibit 10.10 NERDWALLET, INC. STOCK OPTION GRANT NOTICE (2021 EQUITY INCENTIVE PLAN) NerdWallet, Inc. (the “Company”), pursuant to its 2021 Equity Incentive Plan (the “Plan”), has granted to you (“Optionholder”) an option to purchase the number of shares of the Common Stock set forth below (the “Option”). Your Option is subject to all of the terms and cond |
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| October 26, 2021 |
Form of Underwriting Agreement. EX-1.1 2 exhibit11-sx1a2.htm EX-1.1 Exhibit 1.1 [ l ] Shares NERDWALLET, INC. CLASS A COMMON STOCK, PAR VALUE $0.0001 PER SHARE UNDERWRITING AGREEMENT , 2021 , 2021 Morgan Stanley & Co. LLC c/o Morgan Stanley & Co. LLC 1585 Broadway New York, New York 10036 KeyBanc Capital Markets Inc. c/o KeyBanc Capital Markets Inc. 127 Public Square Cleveland, OH 44114 BofA Securities, Inc. c/o BofA Securities, |
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| October 26, 2021 |
EX-10.22 10 exhibit1022-sx1a2.htm EX-10.22 Exhibit 10.22 SIDE LETTER AMENDMENT AGREEMENT This Side Letter Amendment Agreement (this “Agreement”) is made as of October 19, 2021 (“Effective Date”), by and between NerdWallet, Inc., a Delaware corporation (the “Company”) and Innovius Capital Sirius I, L.P. (each, a “Party” and collectively, the “Parties”) (the “Investor,” and together with the Company |
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| October 21, 2021 |
Exhibit 3.4 AMENDED AND RESTATED BYLAWS OF NERDWALLET, INC. (A DELAWARE CORPORATION) ARTICLE I OFFICES Section 1. Registered Office. The registered office of the corporation in the State of Delaware shall be as set forth in the Certificate of Incorporation. Section 2. Other Offices. The corporation shall also have and maintain an office or principal place of business at such place as may be fixed |
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| October 21, 2021 |
As filed with the U.S. Securities and Exchange Commission on October 21, 2021. As filed with the U.S. Securities and Exchange Commission on October 21, 2021. Registration No. 333-260134 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 1 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 NERDWALLET, INC. (Exact name of Registrant as specified in its charter) Delaware 7375 45-4180440 (State or other jurisdiction of incorpor |
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| October 21, 2021 |
Sublease Agreement between Yelp Inc. and the Registrant, dated April EX-10.17 4 exhibit1017-sx1a.htm EX-10.17 Exhibit 10.17 SUBLEASE 55 Hawthorne Street, San Francisco 4/27/2021 This Sublease (“Sublease”) dated April , 2021 (“Execution Date”), is entered into by and between Yelp Inc., a Delaware corporation (“Sublandlord”), and NerdWallet, Inc., a Delaware corporation, and NerdWallet Compare, Inc., a Delaware corporation (collectively as “Subtenant”). 1. BASIC SUBL |
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| October 21, 2021 |
Amended and Restated Certificate of Incorporation of the EX-3.1 2 exhibit31-sx1a.htm EX-3.1 Exhibit 3.1 AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF NERDWALLET, INC. Pursuant to Sections 242 and 245 of the General Corporation Law of the State of Delaware NerdWallet, Inc., a corporation organized and existing under and by virtue of the provisions of the General Corporation Law of the State of Delaware (the “General Corporation Law”). DOES HEREBY |
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| October 8, 2021 |
As filed with the U.S. Securities and Exchange Commission on October 8, 2021. As filed with the U.S. Securities and Exchange Commission on October 8, 2021. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 NERDWALLET, INC. (Exact name of Registrant as specified in its charter) Delaware 7375 45-4180440 (State or other jurisdiction of incorporation or organization) (Pr |
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| October 8, 2021 |
EX-3.1 2 exhibit31-sx1.htm EX-3.1 Exhibit 3.1 SECOND AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF NERDWALLET, INC. Pursuant to Sections 242 and 245 of the General Corporation Law of the State of Delaware NerdWallet, Inc., a corporation organized and existing under and by virtue of the provisions of the General Corporation Law of the State of Delaware (the “General Corporation Law”), DOES H |
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| October 8, 2021 |
Side Letter, by and between Innovius Capital Sirius I L.P. and the Registrant, dated July 17, 2020. EX-10.20 23 exhibit1020-sx1.htm EX-10.20 Exhibit 10.20 July 17, 2020 Innovius Capital Sirius I, LP [***] Attn: Justin Moore Re: Letter Agreement re: 2020 Secondary Stock Purchases Ladies and Gentlemen: This Letter Agreement (this “Agreement”) is made by and among NerdWallet, Inc., a Delaware corporation (the “Company”) and Innovius Capital Sirius I, L.P., a Delaware limited partnership (the “Buyer |
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| October 8, 2021 |
EX-10.14 17 exhibit1014-sx1.htm EX-10.14 EXHIBIT 10.14 AMENDED AND RESTATED SENIOR SECURED CREDIT FACILITIES CREDIT AGREEMENT dated as of February 19, 2021, among NERDWALLET, INC. and NERDWALLET COMPARE, INC., jointly and severally, individually and collectively, as the Borrower, THE SEVERAL LENDERS FROM TIME TO TIME PARTY HERETO, SILICON VALLEY BANK, as Administrative Agent, Issuing Lender and Sw |
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| October 8, 2021 |
List of subsidiaries of the Registrant. Exhibit 21.1 SUBSIDIARIES OF NERDWALLET, INC.* Subsidiary name Jurisdiction of incorporation Fundera, Inc. Delaware, United States NerdWallet Compare, Inc Delaware, United States *Pursuant to Item 601(b)(21)(ii) of Regulation S-K, the names of other subsidiaries of NerdWallet, Inc. are omitted because, considered in the aggregate, they would not constitute a significant subsidiary as of the end of |
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| October 8, 2021 |
Bylaws of the Registrant, as currently in effect. Exhibit 3.6 BYLAWS OF NERDWALLET, INC. Adopted December 29, 2011 TABLE OF CONTENTS Page ARTICLE I — MEETINGS OF STOCKHOLDERS 1 1.1 Place of Meetings 1 1.2 Annual Meeting 1 1.3 Special Meeting 1 1.4 Notice of Stockholders' Meetings 1 1.5 Quorum 2 1.6 Adjourned Meeting; Notice 2 1.7 Conduct of Business 2 1.8 Voting 2 1.9 Stockholder Action by Written Consent Without a Meeting 3 1.10 Record Date for |
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| October 8, 2021 |
Sublease Agreement between Twitter, Inc. and the Registrant, dated October 16, 2016. EX-10.15 18 exhibit1015-sx1.htm EX-10.15 Exhibit 10.15 SUBLEASE BETWEEN TWITTER, INC. AND NERDWALLET, INC. 875 Stevenson Street (1 Tenth Street), San Francisco, California Fourth (4th), Fifth (5th) and Sixth (6th) Floors SUBLEASE THIS SUBLEASE (“Sublease”) is entered into as of October 16, 2016 (the “Effective Date”), by and between TWITTER, INC., a Delaware corporation (“Sublandlord”), and NERDWA |
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| October 8, 2021 |
EX-3.4 5 exhibit34-sx1.htm EX-3.4 Exhibit 3.4 CERTIFICATE OF AMENDMENT TO THE SECOND AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF NERDWALLET, INC. The undersigned Tim Chen hereby certifies that: 1.He is the duly elected and acting President of NerdWallet, Inc., a Delaware corporation. 2.The date of filing the original Certificate of Incorporation of this corporation with the Secretary of S |
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| October 8, 2021 |
EX-10.7 14 exhibit107-sx1.htm EX-10.7 Exhibit 10.7 NERDWALLET, INC. 2012 EQUITY INCENTIVE PLAN STOCK OPTION AGREEMENT (with provision for early exercise) Unless otherwise defined herein, the terms defined in the 2012 Equity Incentive Plan (the “Plan”) shall have the same defined meanings in this Stock Option Agreement (the “Option Agreement”). I. NOTICE OF STOCK OPTION GRANT Name: [[FIRSTNAME]] [[ |
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| October 8, 2021 |
Separation Agreement, by and between Laura Onopchenko and the Registrant, dated April 2, 2020. EX-10.18 21 exhibit1018-sx1.htm EX-10.18 Exhibit 10.18 NerdWallet, Inc. 875 Stevenson Street, 5th Floor San Francisco, CA 94103 April 2, 2020 VIA EMAIL Laura Onopchenko [***] Dear Laura: This letter sets forth our agreement (the “Agreement”) in connection with the termination of your employment with NerdWallet, Inc. (the “Company”). 1. Separation Date. Your last day of work and employment with the |
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| October 8, 2021 |
EX-10.13 16 exhibit1013-sx1.htm EX-10.13 Exhibit 10.13 NerdWallet, Inc. Amended & Restated Indemnification Agreement This Amended and Restated Indemnification Agreement (this “Agreement”) is dated as of , 20 and is between NerdWallet, Inc., a Delaware corporation (the “Company”), and (“Indemnitee”). Recitals A. Indemnitee’s service to the Company substantially benefits the Company. B. Individuals |
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| October 8, 2021 |
EX-10.19 22 exhibit1019-sx1.htm EX-10.19 Exhibit 10.19 November 26, 2020 iGlobe Platinum Fund II Pte. Ltd. [***] iGlobe Platinum Fund III Limited [***] iGlobe Treasury Management Pte. Ltd. [***] Re: Letter Agreement re: 2020 Class A Common Stock Purchase Ladies and Gentlemen: This Letter Agreement (this “Agreement”) is made by and among NerdWallet, Inc., a Delaware corporation (the “Company”) on t |
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| October 8, 2021 |
EX-10.2 9 exhibit102-sx1.htm EX-10.2 Exhibit 10.2 AMENDMENT OF INVESTORS’ RIGHTS AGREEMENT This Amendment of Investors’ Rights Agreement (this “Amendment”) is made as of June 19, 2015 and amends the Investors’ Rights Agreement, dated January 30, 2015, among NerdWallet, Inc. (the “Company”) and the other parties thereto (the “Agreement”). Under Section 3.1(a) of the Agreement, the Company shall del |
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| October 8, 2021 |
Change of Control and Severance Policy. EX-10.22 25 exhibit1022-sx1.htm EX-10.22 Exhibit 10.22 CHANGE OF CONTROL AND SEVERANCE POLICY This Change of Control and Severance Policy (the “Policy”) of NerdWallet, Inc., a Delaware corporation (the “Company”), is effective as of June 16, 2021 (the “Effective Date”). 1.General. (a)Purpose and Participation. The purpose of this Policy is to provide specified benefits to employees designated by t |
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| October 8, 2021 |
EX-10.5 12 exhibit105-sx1.htm EX-10.5 Exhibit 10.5 AMENDMENT NO. 4 TO THE INVESTORS’ RIGHTS AGREEMENT THIS AMENDMENT NO.4 TO THE INVESTORS’ RIGHTS AGREEMENT (this “Amendment”) is made as of April 7, 2020 by and among NerdWallet, Inc., a Delaware corporation (the “Company”), and the undersigned Investors (the “Amending Investors”). Unless otherwise indicated, capitalized terms used in this Amendmen |
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| October 8, 2021 |
Exhibit 3.2 CERTIFICATE OF VALIDATION OF CERTIFICATE OF AMENDMENT OF SECOND AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF NERDWALLET, INC. (Pursuant to Section 204 of the Delaware General Corporation Law) NerdWallet, Inc., a Delaware corporation (the “Corporation”), does hereby certify that: First: The possibly defective possibly corporate act that is the subject of this Certificate of Vali |
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| October 8, 2021 |
Exhibit 3.5 CERTIFICATE OF AMENDMENT TO THE SECOND AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF NERDWALLET, INC. The undersigned Tim Chen hereby certifies that: 1.He is the duly elected and acting President of NerdWallet, Inc., a Delaware corporation. 2.The date of filing the original Certificate of Incorporation of this corporation with the Secretary of State of Delaware was December 29, |
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| October 8, 2021 |
Exhibit 3.3 CERTIFICATE OF AMENDMENT TO THE SECOND AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF NERDWALLET, INC. The undersigned Tim Chen hereby certifies that: 1.He is the duly elected and acting President of NerdWallet, Inc., a Delaware corporation. 2.The date of filing the original Certificate of Incorporation of this corporation with the Secretary of State of Delaware was December 29, |
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| October 8, 2021 |
EX-10.4 11 exhibit104-sx1.htm EX-10.4 Exhibit 10.4 THIRD AMENDMENT OF INVESTORS' RIGHTS AGREEMENT This Third Amendment of Investors' Rights Agreement (this "Third Amendment") is made as of June 29, 2016, and amends the Investors' Rights Agreement, dated January 30, 2015, among NerdWallet, Inc. (the "Company") and the other parties thereto (the "Agreement"), as amended on June 19, 2015 and August 2 |
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| October 8, 2021 |
Offer Letter, by and between Tim Chen and the Registrant, dated June 25, 2021. Exhibit 10.21 875 Stevenson Street, 5th Floor, San Francisco, CA 94103 June 25, 2021 Tim Chen [***] Re: Employment Terms Dear Tim: NERDWALLET, INC. (the ?Company?) is pleased to offer you continued employment on the terms set forth in this offer letter agreement. Position and Compensation You will continue in the position of Chief Executive Officer, responsible for performing such duties as are as |
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| October 8, 2021 |
Offer Letter, by and between Lauren StClair and the Registrant, dated November 23, 2020. EX-10.17 20 exhibit1017-sx1.htm EX-10.17 Exhibit 10.17 875 Stevenson Street, 5th Floor, San Francisco, CA 94103 November 23, 2020 Lauren StClair Waugh [***] Re: Employment Terms Dear Lauren: NerdWallet, Inc. (“NerdWallet” or the “Company”) is pleased to offer you employment in the position of Chief Financial Officer on the following terms. You will report to our CEO, Tim Chen. You will work at our |
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| October 8, 2021 |
EX-10.3 10 exhibit103-sx1.htm EX-10.3 Exhibit 10.3 SECOND AMENDMENT OF INVESTORS’ RIGHTS AGREEMENT This Second Amendment of Investors’ Rights Agreement (this “Second Amendment”) is made as of August 26, 2015, and amends the Investors’ Rights Agreement, dated January 30, 2015, among NerdWallet, Inc. (the “Company”) and the other parties thereto (the “Agreement”), as amended on June 19, 2015. Under |
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| October 8, 2021 |
EX-10.6 13 exhibit106-sx1.htm EX-10.6 Exhibit 10.6 NERDWALLET, INC. 2012 EQUITY INCENTIVE PLAN 1. Purposes of the Plan. The purposes of this Plan are: to attract and retain the best available personnel for positions of substantial responsibility, to provide additional incentive to Employees, Directors and Consultants, and to promote the success of the Company’s business. The Plan permits the grant |
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| October 8, 2021 |
EX-10.1 8 exhibit101-sx1.htm EX-10.1 Exhibit 10.1 NERDWALLET, INC. INVESTORS’ RIGHTS AGREEMENT TABLE OF CONTENTS Page 1. Definitions. 1 2. Registration Rights 5 2.1 Demand Registration 5 2.2 Company Registration 6 2.3 Underwriting Requirements 6 2.4 Obligations of the Company 8 2.5 Furnish Information 10 2.6 Expenses of Registration 10 2.7 Delay of Registration 10 2.8 Indemnification 10 2.9 Report |
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| October 8, 2021 |
First Amendment to Sublease between Twitter, Inc. and Registrant, dated May 23, 2018. Exhibit 10.16 FIRST AMENDMENT TO SUBLEASE THIS FIRST AMENDMENT TO SUBLEASE (“First Amendment”) is entered into as of May 23, 2018 (the “First Amendment Effective Date”), by and between TWITTER, INC., a Delaware corporation (“Sublandlord”), and NERDWALLET, INC., a Delaware corporation (“Subtenant”), with reference to the following facts: A. Sublandlord and Subtenant are parties to that certain subl |
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| October 8, 2021 |
EX-10.8 15 exhibit108-sx1.htm EX-10.8 Exhibit 10.8 Current U.S. Employee Single Tier RSU Grant NERDWALLET, INC. RESTRICTED STOCK UNIT GRANT NOTICE (2012 EQUITY INCENTIVE PLAN) NerdWallet, Inc. (the “Company”), pursuant to its 2012 Equity Incentive Plan (the “Plan”), hereby awards to Participant named below a Restricted Stock Unit Award for the number of Shares (“Restricted Stock Units”) set forth |
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| September 14, 2021 |
CHANGE OF CONTROL AND SEVERANCE POLICY EX-10.22 3 filename3.htm Exhibit 10.22 CHANGE OF CONTROL AND SEVERANCE POLICY This Change of Control and Severance Policy (the “Policy”) of NerdWallet, Inc., a Delaware corporation (the “Company”), is effective as of June 16, 2021 (the “Effective Date”). 1.General. (a)Purpose and Participation. The purpose of this Policy is to provide specified benefits to employees designated by the Company’s boa |
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| September 14, 2021 |
875 Stevenson Street, 5th Floor, San Francisco, CA 94103 EX-10.21 2 filename2.htm Exhibit 10.21 875 Stevenson Street, 5th Floor, San Francisco, CA 94103 June 25, 2021 Tim Chen [***] Re: Employment Terms Dear Tim: NERDWALLET, INC. (the “Company”) is pleased to offer you continued employment on the terms set forth in this offer letter agreement. Position and Compensation You will continue in the position of Chief Executive Officer, responsible for perform |
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| September 14, 2021 |
As confidentially submitted to the Securities and Exchange Commission on September 14, 2021. |
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| June 16, 2021 |
EX-10.16 18 filename18.htm Exhibit 10.16 FIRST AMENDMENT TO SUBLEASE THIS FIRST AMENDMENT TO SUBLEASE (“First Amendment”) is entered into as of May 23, 2018 (the “First Amendment Effective Date”), by and between TWITTER, INC., a Delaware corporation (“Sublandlord”), and NERDWALLET, INC., a Delaware corporation (“Subtenant”), with reference to the following facts: A. Sublandlord and Subtenant are p |
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| June 16, 2021 |
As confidentially submitted to the Securities and Exchange Commission on June 16, 2021. |
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| June 16, 2021 |
EX-3.5 6 filename6.htm Exhibit 3.5 CERTIFICATE OF AMENDMENT TO THE SECOND AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF NERDWALLET, INC. The undersigned Tim Chen hereby certifies that: 1.He is the duly elected and acting President of NerdWallet, Inc., a Delaware corporation. 2.The date of filing the original Certificate of Incorporation of this corporation with the Secretary of State of Del |
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| June 16, 2021 |
SUBSIDIARIES OF NERDWALLET, INC.* EX-21.1 23 filename23.htm Exhibit 21.1 SUBSIDIARIES OF NERDWALLET, INC.* Subsidiary name Jurisdiction of incorporation Fundera, Inc. Delaware, United States NerdWallet Compare, Inc Delaware, United States *Pursuant to Item 601(b)(21)(ii) of Regulation S-K, the names of other subsidiaries of NerdWallet, Inc. are omitted because, considered in the aggregate, they would not constitute a significant s |
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| June 16, 2021 |
EX-10.14 16 filename16.htm EXHIBIT 10.14 AMENDED AND RESTATED SENIOR SECURED CREDIT FACILITIES CREDIT AGREEMENT dated as of February 19, 2021, among NERDWALLET, INC. and NERDWALLET COMPARE, INC., jointly and severally, individually and collectively, as the Borrower, THE SEVERAL LENDERS FROM TIME TO TIME PARTY HERETO, SILICON VALLEY BANK, as Administrative Agent, Issuing Lender and Swingline Lender |
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| June 16, 2021 |
Exhibit 3.3 CERTIFICATE OF AMENDMENT TO THE SECOND AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF NERDWALLET, INC. The undersigned Tim Chen hereby certifies that: 1.He is the duly elected and acting President of NerdWallet, Inc., a Delaware corporation. 2.The date of filing the original Certificate of Incorporation of this corporation with the Secretary of State of Delaware was December 29, |
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| June 16, 2021 |
EX-3.2 3 filename3.htm Exhibit 3.2 CERTIFICATE OF VALIDATION OF CERTIFICATE OF AMENDMENT OF SECOND AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF NERDWALLET, INC. (Pursuant to Section 204 of the Delaware General Corporation Law) NerdWallet, Inc., a Delaware corporation (the “Corporation”), does hereby certify that: First: The possibly defective possibly corporate act that is the subject of t |
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| June 16, 2021 |
NERDWALLET, INC. RESTRICTED STOCK UNIT GRANT NOTICE (2012 EQUITY INCENTIVE PLAN) Exhibit 10.8 Current U.S. Employee Single Tier RSU Grant NERDWALLET, INC. RESTRICTED STOCK UNIT GRANT NOTICE (2012 EQUITY INCENTIVE PLAN) NerdWallet, Inc. (the ?Company?), pursuant to its 2012 Equity Incentive Plan (the ?Plan?), hereby awards to Participant named below a Restricted Stock Unit Award for the number of Shares (?Restricted Stock Units?) set forth below (the ?Award?). The Award is subj |
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| June 16, 2021 |
EX-10.7 14 filename14.htm Exhibit 10.7 NERDWALLET, INC. 2012 EQUITY INCENTIVE PLAN STOCK OPTION AGREEMENT (with provision for early exercise) Unless otherwise defined herein, the terms defined in the 2012 Equity Incentive Plan (the “Plan”) shall have the same defined meanings in this Stock Option Agreement (the “Option Agreement”). I. NOTICE OF STOCK OPTION GRANT Name: [[FIRSTNAME]] [[LASTNAME]] A |
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| June 16, 2021 |
SECOND AMENDMENT OF INVESTORS’ RIGHTS AGREEMENT EX-10.3 10 filename10.htm Exhibit 10.3 SECOND AMENDMENT OF INVESTORS’ RIGHTS AGREEMENT This Second Amendment of Investors’ Rights Agreement (this “Second Amendment”) is made as of August 26, 2015, and amends the Investors’ Rights Agreement, dated January 30, 2015, among NerdWallet, Inc. (the “Company”) and the other parties thereto (the “Agreement”), as amended on June 19, 2015. Under Section 3.1( |
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| June 16, 2021 |
John Sellers T: +1 650 843 5070 [email protected] June 16, 2021 U.S. Securities and Exchange Commission Division of Corporation Finance Office of Technology 100 F Street, N.E. Washington, D.C. 20549 Attention: Joseph Kempf Craig Wilson Jeff Kauten Jan Woo Re: NerdWallet, Inc Draft Registration Statement on Form S-1 Submitted May 3, 2021 CIK 0001625278 Ladies and Gentlemen: On behalf of NerdWalle |
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| June 16, 2021 |
EX-10.20 22 filename22.htm Exhibit 10.20 July 17, 2020 Innovius Capital Sirius I, LP [***] Attn: Justin Moore Re: Letter Agreement re: 2020 Secondary Stock Purchases Ladies and Gentlemen: This Letter Agreement (this “Agreement”) is made by and among NerdWallet, Inc., a Delaware corporation (the “Company”) and Innovius Capital Sirius I, L.P., a Delaware limited partnership (the “Buyer”) in connecti |
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| June 16, 2021 |
EX-3.4 5 filename5.htm Exhibit 3.4 CERTIFICATE OF AMENDMENT TO THE SECOND AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF NERDWALLET, INC. The undersigned Tim Chen hereby certifies that: 1.He is the duly elected and acting President of NerdWallet, Inc., a Delaware corporation. 2.The date of filing the original Certificate of Incorporation of this corporation with the Secretary of State of Del |
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| June 16, 2021 |
BYLAWS OF NERDWALLET, INC. Adopted December 29, 2011 EX-3.6 7 filename7.htm Exhibit 3.6 BYLAWS OF NERDWALLET, INC. Adopted December 29, 2011 TABLE OF CONTENTS Page ARTICLE I — MEETINGS OF STOCKHOLDERS 1 1.1 Place of Meetings 1 1.2 Annual Meeting 1 1.3 Special Meeting 1 1.4 Notice of Stockholders' Meetings 1 1.5 Quorum 2 1.6 Adjourned Meeting; Notice 2 1.7 Conduct of Business 2 1.8 Voting 2 1.9 Stockholder Action by Written Consent Without a Meeting |
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| June 16, 2021 |
AMENDMENT NO. 4 TO THE INVESTORS’ RIGHTS AGREEMENT EX-10.5 12 filename12.htm Exhibit 10.5 AMENDMENT NO. 4 TO THE INVESTORS’ RIGHTS AGREEMENT THIS AMENDMENT NO.4 TO THE INVESTORS’ RIGHTS AGREEMENT (this “Amendment”) is made as of April 7, 2020 by and among NerdWallet, Inc., a Delaware corporation (the “Company”), and the undersigned Investors (the “Amending Investors”). Unless otherwise indicated, capitalized terms used in this Amendment but not de |
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| June 16, 2021 |
NerdWallet, Inc. 875 Stevenson Street, 5th Floor San Francisco, CA 94103 EX-10.18 20 filename20.htm Exhibit 10.18 NerdWallet, Inc. 875 Stevenson Street, 5th Floor San Francisco, CA 94103 April 2, 2020 VIA EMAIL Laura Onopchenko [***] Dear Laura: This letter sets forth our agreement (the “Agreement”) in connection with the termination of your employment with NerdWallet, Inc. (the “Company”). 1. Separation Date. Your last day of work and employment with the Company will |
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| June 16, 2021 |
EX-10.15 17 filename17.htm Exhibit 10.15 SUBLEASE BETWEEN TWITTER, INC. AND NERDWALLET, INC. 875 Stevenson Street (1 Tenth Street), San Francisco, California Fourth (4th), Fifth (5th) and Sixth (6th) Floors SUBLEASE THIS SUBLEASE (“Sublease”) is entered into as of October 16, 2016 (the “Effective Date”), by and between TWITTER, INC., a Delaware corporation (“Sublandlord”), and NERDWALLET, INC., a |
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| June 16, 2021 |
EX-3.1 2 filename2.htm Exhibit 3.1 SECOND AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF NERDWALLET, INC. Pursuant to Sections 242 and 245 of the General Corporation Law of the State of Delaware NerdWallet, Inc., a corporation organized and existing under and by virtue of the provisions of the General Corporation Law of the State of Delaware (the “General Corporation Law”), DOES HEREBY CERTI |
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| June 16, 2021 |
THIRD AMENDMENT OF INVESTORS' RIGHTS AGREEMENT EX-10.4 11 filename11.htm Exhibit 10.4 THIRD AMENDMENT OF INVESTORS' RIGHTS AGREEMENT This Third Amendment of Investors' Rights Agreement (this "Third Amendment") is made as of June 29, 2016, and amends the Investors' Rights Agreement, dated January 30, 2015, among NerdWallet, Inc. (the "Company") and the other parties thereto (the "Agreement"), as amended on June 19, 2015 and August 26, 2015. Und |
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| June 16, 2021 |
AMENDMENT OF INVESTORS’ RIGHTS AGREEMENT EX-10.2 9 filename9.htm Exhibit 10.2 AMENDMENT OF INVESTORS’ RIGHTS AGREEMENT This Amendment of Investors’ Rights Agreement (this “Amendment”) is made as of June 19, 2015 and amends the Investors’ Rights Agreement, dated January 30, 2015, among NerdWallet, Inc. (the “Company”) and the other parties thereto (the “Agreement”). Under Section 3.1(a) of the Agreement, the Company shall deliver to each |
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| June 16, 2021 |
EX-10.19 21 filename21.htm Exhibit 10.19 November 26, 2020 iGlobe Platinum Fund II Pte. Ltd. [***] iGlobe Platinum Fund III Limited [***] iGlobe Treasury Management Pte. Ltd. [***] Re: Letter Agreement re: 2020 Class A Common Stock Purchase Ladies and Gentlemen: This Letter Agreement (this “Agreement”) is made by and among NerdWallet, Inc., a Delaware corporation (the “Company”) on the one hand, a |
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| June 16, 2021 |
NERDWALLET, INC. 2012 EQUITY INCENTIVE PLAN EX-10.6 13 filename13.htm Exhibit 10.6 NERDWALLET, INC. 2012 EQUITY INCENTIVE PLAN 1. Purposes of the Plan. The purposes of this Plan are: to attract and retain the best available personnel for positions of substantial responsibility, to provide additional incentive to Employees, Directors and Consultants, and to promote the success of the Company’s business. The Plan permits the grant of Incentiv |
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| June 16, 2021 |
875 Stevenson Street, 5th Floor, San Francisco, CA 94103 EX-10.17 19 filename19.htm Exhibit 10.17 875 Stevenson Street, 5th Floor, San Francisco, CA 94103 November 23, 2020 Lauren StClair Waugh [***] Re: Employment Terms Dear Lauren: NerdWallet, Inc. (“NerdWallet” or the “Company”) is pleased to offer you employment in the position of Chief Financial Officer on the following terms. You will report to our CEO, Tim Chen. You will work at our facility loca |
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| June 16, 2021 |
EX-10.1 8 filename8.htm Exhibit 10.1 NERDWALLET, INC. INVESTORS’ RIGHTS AGREEMENT TABLE OF CONTENTS Page 1. Definitions. 1 2. Registration Rights 5 2.1 Demand Registration 5 2.2 Company Registration 6 2.3 Underwriting Requirements 6 2.4 Obligations of the Company 8 2.5 Furnish Information 10 2.6 Expenses of Registration 10 2.7 Delay of Registration 10 2.8 Indemnification 10 2.9 Reports Under Excha |
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| May 3, 2021 |
As confidentially submitted to the Securities and Exchange Commission on May 3, 2021. |
