Jason Rodriguez

About Jason Rodriguez

Jason Rodriguez is NerdWallet’s Chief Product Officer (CPO), age 47, serving in the role since January 2023. He previously led product and technology roles at NerdWallet (VP of Technology, NEXT, since October 2020), Fundera (CTO, October 2019–October 2020), and SoulCycle (VP of Product & Engineering, August 2016–October 2019). He holds a B.S. in Computer Science from NYU School of Engineering . Company performance during his tenure has included FY 2024 revenue growth to $687.6M (+15% YoY) and adjusted EBITDA of $107.9M, with Q4 2024 revenue of $183.8M (+37% YoY) .

Company performance metrics during Rodriguez’s tenure:

Past Roles

External Roles

No public company directorships or external board roles are disclosed for Rodriguez in company proxy filings .

Fixed Compensation

• NerdWallet is an emerging growth company and discloses detailed compensation only for Named Executive Officers (NEOs). Rodriguez is an executive officer but not a 2024 NEO; therefore, his base salary, target bonus %, and actual bonus are not disclosed in the proxy .
• Company-level design for executives: Base salary plus annual incentive plan; Compensation Committee oversees executive pay and may use independent consultants .
• Anti-hedging/pledging and insider trading policy applies to officers and employees; hedging, pledging, short sales, and derivatives are prohibited .

Performance Compensation

Company incentive structures relevant to executive officers:

Notes:

• 2024 PSO footnote: payout based on revenue growth and non-GAAP operating income in FY 2024; PSOs subject to service-based vesting over 3 years .
• Performance metric use is consistent across CEO program and equity awards; however, specific weights/targets for Rodriguez are not disclosed .

Equity Ownership & Alignment

• Beneficial ownership: Rodriguez’s individual holdings are not separately listed in the 2025 proxy stock ownership table (which includes NEOs and directors), indicating his specific share count is not disclosed; group totals include executive officers and directors .
• Stock ownership guidelines: No formal executive ownership guidelines; CEO and CFO have agreed to retain holdings at ~6x and ~4x total annual cash compensation, respectively. No specific ownership commitment disclosed for Rodriguez .
• Pledging/hedging: Company prohibits pledging, hedging, short sales, and use of derivatives by officers, directors, and employees .
• Clawback: Compensation Recovery Policy adopted October 2, 2023 applies to current/former Section 16 officers if a restatement occurs; the company must recover erroneously awarded incentive compensation within the applicable recovery period .

Employment Terms

• Employment agreements: Company indicates “No Employment Agreements” as part of executive compensation governance; detailed offer letters and severance terms are disclosed for certain NEOs, but not for Rodriguez .
• Change-of-control/severance policy: For covered officers (e.g., CEO and former CFO), severance equals salary for 6 months (12 months if CoC termination), target bonus handling per policy updates, COBRA coverage, and equity vesting treatment; policy renewed June 16, 2024 and amended March 15, 2023 to fully vest unvested time-based awards upon CoC termination and remove prorated bonus for non-CoC termination. Participation for Rodriguez is not disclosed .
• Non-compete/non-solicit: Not disclosed for Rodriguez in 2025 proxy .

Additional Context on Company Executive Compensation Governance

• What the company does: multi-year vesting; stock ownership principles; independent compensation consultant; anti-hedging policy; clawback policy .
• What the company doesn’t do: employment agreements; excise tax gross-ups; excessive perquisites; special retirement benefits; options below FMV .

Data availability notes

• We attempted to retrieve Form 4 insider transactions for “Jason Rodriguez” (NRDS) using the insider-trades skill to analyze insider selling pressure and current ownership. The request failed due to an authorization error, so recent Form 4 activity could not be verified via this tool during this session. Accordingly, no insider trading patterns or post-transaction holdings can be quantified here.

Investment Implications

• Pay-for-performance alignment: Company-wide incentive design emphasizes revenue growth and non-GAAP operating income, with above-target FY 2024 performance (164% PSUs/PSOs) signaling strong operational execution; Rodriguez, as CPO, is likely aligned to these enterprise metrics, though his specific targets/payouts are not disclosed .
• Insider selling pressure: Anti-hedging/pledging restrictions reduce misalignment risk; however, typical multi-year vesting (quarterly RSU schedules; PSOs over 3 years) can create ongoing liquidity events. Without Form 4 or ownership disclosures for Rodriguez, potential selling pressure cannot be quantified .
• Retention and severance economics: The company’s severance/change-of-control framework provides continuity for covered officers, but Rodriguez’s participation is not disclosed—limiting visibility into his retention risk and CoC economics .
• Governance and controls: Clawback policy for officers and prohibition on hedging/pledging support investor alignment; absence of employment agreements and perquisite restraint reduces governance red flags .

Overall, Rodriguez’s background suggests deep product and engineering leadership across consumer and fintech contexts, and the company’s incentive framework ties executive rewards to revenue and profitability outcomes. The lack of individual compensation and ownership disclosure for Rodriguez limits precision in assessing his direct alignment and potential trading-related signals; monitoring future proxies and Form 4 filings is recommended .