Informed-money record

NRDS · NERDWALLET, INC.

Disclosed informed-money activity on this name over the last 12 months — corporate insiders, institutions, and members of Congress, from public-domain SEC and congressional filings. A dated factual record with receipts; interpretation is yours.

Bullish filings

0

Bearish filings

43

Named actors

10

Disclosed $ (bull / bear)

$0 / $6.7M

Recent disclosures

25 of 43 in the window · linked to source
DateWhoWhatDisclosed $Receipt
2026-07-02Former Officer (via Fidelity Brokerage Services LLC) YOUNT SAMUELfiled notice to sell$312KSEC ↗
2026-06-02former affiliate (via Morgan Stanley Smith Barney LLC Executive Financial Services) THE SMB CHARITABLE REMAINDER TRUSTfiled notice to sell$4KSEC ↗
2026-06-02Former Affiliate (via Morgan Stanley Smith Barney LLC Executive Financial Services) BEARMAN LLCfiled notice to sell$4KSEC ↗
2026-06-02Former affiliate (via Morgan Stanley Smith Barney LLC Executive Financial Services) THE MARGARET YOUNT CRTfiled notice to sell$3KSEC ↗
2026-06-01former affiliate (via Morgan Stanley Smith Barney LLC Executive Financial Services) THE SMB CHARITABLE REMAINDER TRUSTfiled notice to sell$152KSEC ↗
2026-06-01Former Affiliate (via Morgan Stanley Smith Barney LLC Executive Financial Services) BEARMAN LLCfiled notice to sell$307KSEC ↗
2026-06-01Former affiliate (via Morgan Stanley Smith Barney LLC Executive Financial Services) THE MARGARET YOUNT CRTfiled notice to sell$138KSEC ↗
2026-05-26Former Affiliate (via Morgan Stanley Smith Barney LLC Executive Financial Services) BEARMAN LLCfiled notice to sell$588KSEC ↗
2026-05-26Former Affiliate (via Morgan Stanley Smith Barney LLC Executive Financial Services) YOUNT FAMILY REV TRUSTfiled notice to sell$651KSEC ↗
2026-05-22Former Affiliate (via Morgan Stanley Smith Barney LLC Executive Financial Services) YOUNT FAMILY REV TRUSTfiled notice to sell$1.2MSEC ↗
2026-03-17Chief Business Officer YOUNT SAMUELsold$251KSEC ↗
2026-03-17Chief Business Officer YOUNT SAMUELsold$63KSEC ↗
2026-03-17Chief Business Officer YOUNT SAMUELsold$366KSEC ↗
2026-03-17Officer (via Morgan Stanley Smith Barney LLC Executive Financial Services) YOUNT FAMILY REV TRUSTfiled notice to sell$366KSEC ↗
2026-03-17Officer (via Morgan Stanley Smith Barney LLC Executive Financial Services) THE MARGARET YOUNT CRTfiled notice to sell$63KSEC ↗
2026-03-17Officer (via Morgan Stanley Smith Barney LLC Executive Financial Services) THE SMB CHARITABLE REMAINDER TRUSTfiled notice to sell$63KSEC ↗
2026-03-17Officer (via Morgan Stanley Smith Barney LLC Executive Financial Services) BEARMAN TRUSTfiled notice to sell$251KSEC ↗
2026-03-12Chief Business Officer YOUNT SAMUELsold$2KSEC ↗
2026-03-12Chief Business Officer YOUNT SAMUELsold$30KSEC ↗
2026-03-12Officer (via Morgan Stanley Smith Barney LLC Executive Financial Services) YOUNT FAMILY REV TRUSTfiled notice to sell$2KSEC ↗
2026-03-12Officer (via Morgan Stanley Smith Barney LLC Executive Financial Services) BEARMAN TRUSTfiled notice to sell$30KSEC ↗
2026-03-05Chief Accounting Officer Tatum Nicholassold$116KSEC ↗
2026-03-05Officer (via Fidelity Brokerage Services LLC) Tatum Nicholasfiled notice to sell$116KSEC ↗
2026-03-04Chief Accounting Officer Tatum Nicholassold$7KSEC ↗
2026-03-04Chief Accounting Officer Tatum Nicholassold$3KSEC ↗

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Events dated by when the activity occurred (a trade's transaction date; a notice, stake, or announcement at its filing date); the linked filing is the authoritative record. Directional public-domain disclosures only. Descriptive, not investment advice. Methodology · Today's notable signals