23 unchanged sentences
Other Information.
+Added: During the three months ended December 31, 2023, none of our directors or officers (as defined in Rule 16a-1 of the Exchange Act) adopted , modified or terminated a Rule 10b5-1 trading arrangement or a non-Rule 10b5-1 trading arrangement (as such terms are defined under Item 408 of Regulation S-K), except as noted below.
+Added: On October 31, 2023, Samuel Yount , General Manager, Consumer Credit , adopted a trading plan that is intended to satisfy the affirmative defense conditions of Rule 10b5-1 of the Exchange Act as currently in effect (the Yount Trading Plan).
+Added: The Yount Trading Plan has a duration of February 23, 2024 to May 10, 2024 and provides for the sale of up to approximately 12,497 shares of the Company’s Class A common stock, including upon the vesting and settlement of certain equity awards.
+Added: Because the aggregate number of shares that may be sold under the Yount Trading Plan will be net of shares withheld by the Company to satisfy Mr.
+Added: Yount’s tax obligations upon the vesting and settlement of certain equity awards, the precise number of shares that may be sold under the Yount Trading Plan is not yet determinable.
+Added: On December 15, 2023, Jennifer Ceran , a member of our Board of Directors , adopted a trading plan that is intended to satisfy the affirmative defense conditions of Rule 10b5-1 of the Exchange Act as currently in effect (the Ceran Trading Plan).
+Added: The Ceran Trading Plan has a duration of March 15, 2024 to December 31, 2024 and provides for the sale of up to 25,897 shares of the Company’s Class A common stock, including upon the vesting and settlement of certain equity awards.
Disclosure Regarding Foreign Jurisdictions that Prevent Inspections.
43 unchanged sentences
333-260134) filed October 8, 2021
−Removed: 10.6 Side Letter, by and among entities affiliated with iGlobe Partners and the Registrant, dated November 26, 2020.
−Removed: Exhibit 10.19 to the Registrant’s Registration Statement on Form S-1 (No.
−Removed: 333-260134) filed October 8, 2021
Side Letter, by and between Innovius Capital Sirius I L.P.
6 unchanged sentences
333-260134) filed October 26, 2021
−Removed: 10.9 Amended and Restated Senior Secured Credit Facilities Credit Agreement between Silicon Valley Bank and the Registrant, dated February 19, 2021, as amended by the Third Amendment thereto, dated September 15, 2022.
−Removed: Exhibit 10.4 to the Registrant’s Quarterly Report on Form 10-Q (No.
−Removed: 001-40994) filed November 2, 2022
+Added: Credit Agreement, dated as of September 26, 2023 among NerdWallet, Inc., the subsidiary guarantors from time to time party th ereto, JPMorgan Chase Bank , National Association, a s Administrative Agen t , and the Lenders party there to, as amended by t hat First Amendment to Credit Agreeme nt, dated November 1, 2023.
+Added: Filed herewith
Sublease Agreement between Yelp Inc.
21 unchanged sentences
333-260134) filed October 26, 2021
+Added: Form of PSU Agreement with Change of Control under the 2021 Equity Incentive Plan.
+Added: Exhibit 10.1 to the Registrant’s Current Report on Form 8-K (001-40994) filed March 17, 2023
10.17+ 2022 Inducement Equity Incentive Plan.
13 unchanged sentences
333-260134) filed October 8, 2021
−Removed: 10.22+ Change of Control and Severance Policy.
−Removed: Exhibit 10.22 to the Registrant’s Registration Statement on Form S-1 (No.
−Removed: 333-260134) filed October 8, 2021
+Added: 10.22+ Amended and Restated Change of C ontrol and Sev erance Policy .
+Added: Exhibit 10.2 to the Registrant’s Current Report on Form 8-K (001-40994) filed March 17, 2023
10.23+ Offer Letter, by and between Tim Chen and the Registrant, dated June 25, 2021.
4 unchanged sentences
333-260134) filed October 8, 2021
−Removed: 10.25+ Consulting Services Agreement by and between NerdWallet, Inc.
−Removed: and Kelly Gillease.
−Removed: Exhibit 10.1 to the Registrant’s Amended Current Report on Form 8-K/A (No.
−Removed: 001-40994) filed October 3, 2022
21.1 Subsidiaries of the Registrant.
12 unchanged sentences
Section 1350, as adopted pursuant to Section 906 of the Sarbanes-Oxley Act of 2002.
+Added: 97.1 + Compensation Recovery Policy of the Registrant.
+Added: Filed herewith
101.INS XBRL Instance Document.(the instance document does not appear in the Interactive Data File because its XBRL tags are embedded within the Inline XBRL document)
33 unchanged sentences
/s/ Lynne Laube Director February 20, 2024
−Removed: /s/ Thomas Loverro Director February 23, 2023
−Removed: Thomas Loverro
−Removed: /s/ Kenneth T.
−Removed: McBride Director February 23, 2023
+Added: /s/ Kenneth McBride
+Added: Director February 20, 2024
+Added: Kenneth McBride
/s/ Maurice Taylor Director February 20, 2024
1 unchanged sentence
Compared sentence by sentence after normalising whitespace, quotation marks, case and digits, so re-formatting and restated figures do not read as changed language. Wording changes appear as one removal and one addition. The current filing and the prior one are authoritative.