Tatum Nicholas 4
4 · NERDWALLET, INC. · Filed Jun 3, 2026
Research Summary
AI-generated summary of this filing
NerdWallet CAO Tatum Nicholas Receives Award; 3,263 Shares Withheld
What Happened
Tatum Nicholas, Chief Accounting Officer of NerdWallet, had 3,263 shares withheld by the company to satisfy tax withholding obligations related to vested Restricted Stock Units (RSUs). The filing reports the shares were disposed at $8.75 per share for a total value of $28,551. This was a withholding to cover taxes on vested awards—not an open-market sale or purchase.
Key Details
- Transaction date: 2026-06-01; Filing date: 2026-06-03 (appears timely).
- Action/code: F — shares withheld to satisfy tax withholding on RSU vesting.
- Shares involved: 3,263 withheld; price reported: $8.75; total value: $28,551.
- Shares owned after transaction: not disclosed in the provided filing.
- Footnotes: F1 — shares withheld by issuer to satisfy tax withholding; F2 — filing "includes 56,111 RSUs payable solely in the Class A Common Stock" per the issuer's note.
- Not a 10b5-1 trade or market sale; this is a routine tax withholding event.
Context
Withholdings on vested RSUs are common and generally routine administrative transactions that do not necessarily signal insider buying or selling intent. For retail investors, purchases by insiders tend to be more informative than routine withholding or tax-related disposals.
Insider Transaction Report
- Tax Payment
Class A Common Stock
[F1][F2]2026-06-01$8.75/sh−3,263$28,551→ 72,456 total
Footnotes (2)
- [F1]Shares withheld by the Issuer to satisfy tax withholding obligation due to vesting of Restricted Stock Units ("RSUs").
- [F2]Includes 56,111 RSUs payable solely in the Class A Common Stock of the Issuer.