0001628280-21-021550.txt : 20211103 0001628280-21-021550.hdr.sgml : 20211103 20211103175915 ACCESSION NUMBER: 0001628280-21-021550 CONFORMED SUBMISSION TYPE: 3 PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211103 FILED AS OF DATE: 20211103 DATE AS OF CHANGE: 20211103 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: ROBINSON JAMES D III CENTRAL INDEX KEY: 0001065180 FILING VALUES: FORM TYPE: 3 SEC ACT: 1934 Act SEC FILE NUMBER: 001-40994 FILM NUMBER: 211376912 MAIL ADDRESS: STREET 1: ONE COCA-COLA PLAZA CITY: ATLANTA STATE: GA ZIP: 30313 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 wf-form3_163597674198027.xml FORM 3 X0206 3 2021-11-03 0 0001625278 NERDWALLET, INC. NRDS 0001065180 ROBINSON JAMES D III C/O NERDWALLET, INC. 55 HAWTHORNE, 11TH FLOOR SAN FRANCISCO CA 94105 1 0 0 0 Series A Preferred Stock Class A Common Stock 1113635.0 I Held by RRE Leaders Fund LP Series A Preferred Stock Class A Common Stock 556817.0 I Held by RRE Ventures VI, LP. The Series A Preferred Stock of the issuer (the "preferred stock") is convertible at any time, at the holders election, and will convert automatically upon the issuer's consummation of an initial public offering. The preferred stock has no expiration date. The sole general partner of RRE Leaders Fund LP is RE Leaders GP, L.P. The reporting person is one of the managing members and officers of these entities and disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. The sole general partner of RRE Ventures VI, LP is RRE Ventures GP 6, LP. EXHIBIT LIST: EX-24 Power of Attorney for James D. Robinson III /s/ Bridgett Gatewood, Attorney-In-Fact for James D. Robinson III 2021-11-03 EX-24 2 ex-24.htm POWER OF ATTORNEY FOR JAMES D. ROBINSON III
Know all by these presents, that the undersigned hereby constitutes and appoints each of the
following employees of Nerdwallet, Inc. (the "Company"): E M. Lysonge General Counsel, Aby Castro
Sr. Corporate Counsel, Kathy Lee Sr. Paralegal, Bridgett Gatewood Sr. Manager of Legal Operations, and
Steve Hwang Sr. Director of Financial Reporting, signing individually, the undersigned's true and lawful
attorneys-in fact and agents to:
(1) execute for and on behalf of the undersigned, in the undersigned's capacity as an
officer, director and/or greater than 10% stockholder of the Company. Forms 3, 4 and 5 (including
any amendments thereto) in accordance with Section 16(a) of the Securities Exchange Act of
1934, as amended and the rules thereunder;
(2) do and perform any and all acts for and on behalf of the undersigned which may be
necessary or desirable to complete and execute any such Forms 3, 4 or 5 (including any
amendments thereto) and timely file such forms with the U.S. Securities and Exchange
Commission and any stock exchange or similar authority; and
(3) take any other action of any nature whatsoever in connection with the foregoing
which, in the opinion of such attorney-in-fact, may be of benefit to, in the best interest of, or
legally required by, the undersigned, it being understood that the documents executed by such
attorney-in-fact on behalf of the undersigned pursuant to this Power of Attorney shall be in such
form and shall contain such terms and conditions as such attorney-in-fact may approve in such
attorney-in-fact's discretion.
The undersigned hereby grants to each such attorney-in-fact full power and authority to do and
perform any and every act and thing whatsoever requisite, necessary or proper to be done in the exercise
of any of the rights and powers herein granted, as fully to all intents and purposes as the undersigned
might or could do if personally present, with full power of substitution or revocation, hereby ratifying and
confirming all that such attorney-in-fact, or such attorney-in-fact's substitute or substitutes, shall lawfully
do or cause to be done by virtue of this power of attorney and the rights and powers herein granted. The
undersigned acknowledges that the foregoing attorneys-in-fact, in serving in such capacity at the request
of the undersigned, are not assuming, nor is the Company assuming, any of the undersigned's
responsibilities to comply with Section 16 of the Securities Exchange Act of 1934, as amended.
This Power of Attorney shall remain in full force and effect until the earliest to occur of (a) the
undersigned is no longer required to file Forms 3, 4 and 5 with respect to the undersigned's holdings of
and transactions in securities issued by the Company, (b) revocation by the undersigned in a signed
writing delivered to the foregoing attorneys-in-fact or (c) as to any attorney-in-fact individually, until such
attorney-in-fact is no longer employed by the Company.
The undersigned has caused this Power of Attorney to be executed as of September 29, 2021.