0001209191-21-062797.txt : 20211103
0001209191-21-062797.hdr.sgml : 20211103
20211103183506
ACCESSION NUMBER: 0001209191-21-062797
CONFORMED SUBMISSION TYPE: 3
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20211103
FILED AS OF DATE: 20211103
DATE AS OF CHANGE: 20211103
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: FOGELSONG NORMAN A
CENTRAL INDEX KEY: 0001140932
FILING VALUES:
FORM TYPE: 3
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-40994
FILM NUMBER: 211377068
MAIL ADDRESS:
STREET 1: C/O IVP
STREET 2: 3000 SAND HILL ROAD, 2-250
CITY: MENLO PARK
STATE: CA
ZIP: 94025
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Phelps Dennis B
CENTRAL INDEX KEY: 0001299965
FILING VALUES:
FORM TYPE: 3
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-40994
FILM NUMBER: 211377065
MAIL ADDRESS:
STREET 1: 3000 SAND HILL ROAD
STREET 2: 2-250
CITY: MENLO PARK
STATE: CA
ZIP: 94025
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Harrick Stephen J
CENTRAL INDEX KEY: 0001299975
FILING VALUES:
FORM TYPE: 3
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-40994
FILM NUMBER: 211377067
MAIL ADDRESS:
STREET 1: 3000 SAND HILL ROAD
STREET 2: 2-250
CITY: MENLO PARK
STATE: CA
ZIP: 94025
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Chaffee Todd C
CENTRAL INDEX KEY: 0001300134
FILING VALUES:
FORM TYPE: 3
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-40994
FILM NUMBER: 211377069
MAIL ADDRESS:
STREET 1: 3000 SAND HILL ROAD
STREET 2: 2-250
CITY: MENLO PARK
STATE: CA
ZIP: 94025
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Miller J Sanford
CENTRAL INDEX KEY: 0001359524
FILING VALUES:
FORM TYPE: 3
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-40994
FILM NUMBER: 211377066
MAIL ADDRESS:
STREET 1: 3000 SAND HILL ROAD
STREET 2: BUILDING 2, SUITE 250
CITY: MENLO PARK
STATE: CA
ZIP: 94025
FORMER NAME:
FORMER CONFORMED NAME: Miller J Sanford (Sandy)
DATE OF NAME CHANGE: 20060414
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Institutional Venture Partners XIV, L.P.
CENTRAL INDEX KEY: 0001550180
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 3
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-40994
FILM NUMBER: 211377070
BUSINESS ADDRESS:
STREET 1: 3000 SAND HILL ROAD
STREET 2: BUILDING 2, SUITE 250
CITY: MENLO PARK
STATE: CA
ZIP: 94025
BUSINESS PHONE: (650) 854-0132
MAIL ADDRESS:
STREET 1: 3000 SAND HILL ROAD
STREET 2: BUILDING 2, SUITE 250
CITY: MENLO PARK
STATE: CA
ZIP: 94025
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Institutional Venture Management XIV, LLC
CENTRAL INDEX KEY: 0001550304
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 3
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-40994
FILM NUMBER: 211377071
BUSINESS ADDRESS:
STREET 1: 3000 SAND HILL ROAD
STREET 2: BUILDING 2, SUITE 250
CITY: MENLO PARK
STATE: CA
ZIP: 94025
BUSINESS PHONE: (650) 854-0132
MAIL ADDRESS:
STREET 1: 3000 SAND HILL ROAD
STREET 2: BUILDING 2, SUITE 250
CITY: MENLO PARK
STATE: CA
ZIP: 94025
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Maltz Jules A.
CENTRAL INDEX KEY: 0001553254
FILING VALUES:
FORM TYPE: 3
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-40994
FILM NUMBER: 211377064
MAIL ADDRESS:
STREET 1: 3000 SAND HILL ROAD
STREET 2: BUILDING 2, SUITE 250
CITY: MENLO PARK
STATE: CA
ZIP: 94025
ISSUER:
COMPANY DATA:
COMPANY CONFORMED NAME: NERDWALLET, INC.
CENTRAL INDEX KEY: 0001625278
STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-COMPUTER PROCESSING & DATA PREPARATION [7374]
IRS NUMBER: 454180440
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
BUSINESS ADDRESS:
STREET 1: 875 STEVENSON STREET
STREET 2: 5TH FLOOR
CITY: SAN FRANCISCO
STATE: CA
ZIP: 94103
BUSINESS PHONE: 415-549-8913
MAIL ADDRESS:
STREET 1: 875 STEVENSON STREET
STREET 2: 5TH FLOOR
CITY: SAN FRANCISCO
STATE: CA
ZIP: 94103
FORMER COMPANY:
FORMER CONFORMED NAME: NerdWallet, Inc.
DATE OF NAME CHANGE: 20141114
3
1
doc3.xml
FORM 3 SUBMISSION
X0206
3
2021-11-03
0
0001625278
NERDWALLET, INC.
NRDS
0001550304
Institutional Venture Management XIV, LLC
3000 SAND HILL ROAD, BUILDING 2
SUITE 250
MENLO PARK
CA
94025
0
0
1
0
0001550180
Institutional Venture Partners XIV, L.P.
3000 SAND HILL ROAD, BUILDING 2
SUITE 250
MENLO PARK
CA
94025
0
0
1
0
0001300134
Chaffee Todd C
3000 SAND HILL ROAD, BUILDING 2
SUITE 250
MENLO PARK
CA
94025
0
0
1
0
0001140932
FOGELSONG NORMAN A
3000 SAND HILL ROAD, BUILDING 2
SUITE 250
MENLO PARK
CA
94025
0
0
1
0
0001299975
Harrick Stephen J
3000 SAND HILL ROAD, BUILDING 2
SUITE 250
MENLO PARK
CA
94025
0
0
1
0
0001359524
Miller J Sanford
3000 SAND HILL ROAD, BUILDING 2
SUITE 250
MENLO PARK
CA
94025
0
0
1
0
0001299965
Phelps Dennis B
3000 SAND HILL ROAD, BUILDING 2
SUITE 250
MENLO PARK
CA
94025
0
0
1
0
0001553254
Maltz Jules A.
3000 SAND HILL ROAD, BUILDING 2
SUITE 250
MENLO PARK
CA
94025
0
0
1
0
Series A Preferred Stock
Class A Common Stock
4454541
I
See footnote
Each share of Series A Preferred Stock will automatically convert into shares of Class A Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering and have no expiration date.
These shares are owned directly by Institutional Venture Partners XIV, L.P. (IVP XIV LP"), of which Institutional Venture Management XIV, LLC ("IVM XIV") is the sole general partner and exercises voting and investment power over these shares. The managing directors of IVM XIV are Todd C. Chaffee, Norman A. Fogelsong, Stephen J. Harrick, Jules A. Maltz, J. Sanford Miller and Dennis B. Phelps, Jr. The reporting persons disclaim beneficial ownership of these securities, except to the extent of their respective proportionate pecuniary interest therein and this report shall not be deemed an admission that any reporting person is the beneficial owner of such securities for Section 16 or any other purpose.
/s/ Tracy Hogan, as Attorney-in-Fact for Institutional Venture Management XIV, LLC
2021-11-03
/s/ Tracy Hogan, as Attorney-in-Fact for Institutional Venture Partners XIV L.P.
2021-11-03
/s/ Tracy Hogan, as Attorney-in-Fact for Todd C. Chaffee
2021-11-03
/s/ Tracy Hogan, as Attorney-in-Fact for Norman A. Fogelsong
2021-11-03
/s/ Tracy Hogan, as Attorney-in-Fact for Stephen J. Harrick
2021-11-03
/s/ Tracy Hogan, as Attorney-in-Fact for J. Sanford Miller
2021-11-03
/s/ Tracy Hogan, as Attorney-in-Fact for Dennis B. Phelps, Jr.
2021-11-03
/s/ Tracy Hogan, as Attorney-in-Fact for Jules A. Maltz
2021-11-03