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Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Appointment of Teresa Chia to the Board of Directors On May 21, 2026, the board of directors (the Board) of NerdWallet, Inc. (the Company) appointed Teresa Chia to serve as a member of the Board effective May 22, 2026, to fill the vacancy created by Jennifer Ceran’s decision not to stand for re-election to the Board. The Board determined that Ms. C…
Results of Operations and Financial Condition. On May 6, 2026, NerdWallet, Inc. (the Company) issued a press release announcing the financial results for the Company’s first quarter ended March 31, 2026. A copy of the press release is attached hereto as Exhibit 99.1 and incorporated herein by reference.
Results of Operations and Financial Condition. On February 25, 2026, NerdWallet, Inc. (the Company) issued a press release announcing the financial results for the Company’s fourth quarter ended December 31, 2025. A copy of the press release is attached hereto as Exhibit 99.1 and incorporated herein by reference.
Regulation FD Disclosure. On December 16, 2025, the Board of Directors of NerdWallet, Inc. (the Company) approved an amendment to the Company’s existing share repurchase authorization. The amendment increases the aggregate amount authorized for repurchases from $75 million to $125 million. Repurchases under the amended authorization may be made from time to time in the open market, in privately negotiated transactions, or otherwise in accordance with applicable securities laws and requirement…
Results of Operations and Financial Condition. On November 6, 2025, NerdWallet, Inc. (the Company) issued a press release announcing the financial results for the Company’s third quarter ended September 30, 2025. A copy of the press release is attached hereto as Exhibit 99.1 and incorporated herein by reference.
Other Events. On September 13, 2025, the Board of Directors of NerdWallet, Inc. (the Company) approved an amendment to the Company’s existing share repurchase authorization. The amendment increases the aggregate amount authorized for repurchases from $25 million to $75 million. Repurchases under the amended authorization may be made from time to time in the open market, through privately negotiated transactions, or by other means permitted under applicable securities laws. The amount and timi…
Results of Operations and Financial Condition. On August 7, 2025, NerdWallet, Inc. (the Company) issued a press release announcing the financial results for the Company’s second quarter ended June 30, 2025. A copy of the press release is attached hereto as Exhibit 99.1 and incorporated herein by reference.
Entry into a Material Definitive Agreement. On June 13, 2025, NerdWallet, Inc. (the Company), entered into an amendment (the Third Amendment) to the Credit Agreement dated as of September 26, 2023, as amended from time to time, by and among, the Company, JPMorgan Chase Bank, National Association, as administrative agent, and a syndicate of lenders (the Credit Agreement). Among other things, the Third Amendment (i) designates certain wholly-owned subsidiaries of the Company as unrestricted sub…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On June 3, 2025, the Compensation Committee (the “Committee”) of the Board of Directors of NerdWallet, Inc. (the “Company”) approved a grant of certain equity awards under the Company’s 2021 Equity Incentive Plan, as amended (the “2021 Equity Incentive Plan”), to Sam Yount, the Company’s Chief Business Officer, with an effective grant date of June…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Appointment of Anthony Ling to the Board of Directors On May 19, 2025, the board of directors (the Board) of NerdWallet, Inc (the Company) appointed Anthony Ling to serve as a member of the Board effective as of May 22, 2025, to fill the vacancy created by Maurice Taylor’s decision not to stand for re-election to the Board. The Board determined tha…
Results of Operations and Financial Condition. On May 6, 2025, NerdWallet, Inc. (the Company) issued a press release announcing the financial results for the Company’s first quarter ended March 31, 2025. A copy of the press release is attached hereto as Exhibit 99.1 and incorporated herein by reference.
Results of Operations and Financial Condition. On February 19, 2025, NerdWallet, Inc. (the Company) issued a press release announcing the financial results for the Company’s fourth quarter ended December 31, 2024. A copy of the press release is attached hereto as Exhibit 99.1 and incorporated herein by reference.
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Appointment of John H. Lee as Chief Financial Officer On February 13, 2025 , NerdWallet, Inc. (the Company) appointed Jun Hyung Lee (aka John H. Lee) (age 39) as Chief Financial Officer (CFO) of the Company, effective March 17, 2025. Mr. Lee will serve as the Company’s principal financial officer. Mr. Lee has served as the Chief Operating Officer a…
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