Insider Trading June 11, 2026 08:28 AM

Nerdy CEO Charles Cohn Accumulates Nearly $200K in Shares Amid Valuation Debate

Executive purchases signal confidence as company navigates post-CFO transition and revenue beats

By Avery Klein
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NRDY

Nerdy Inc. (NYSE: NRDY) Chief Executive Officer Charles K. Cohn executed a significant insider purchase, acquiring 219,019 shares of Class A Common Stock through a revocable trust on June 10, 2026. The transaction, valued at $199,307, occurred at prices between $0.91 and $0.92 per share, positioning the acquisition near the equity’s recent 52-week low of $0.75. This move comes as the company reports its first-quarter 2026 earnings, which showed a revenue beat despite a flat earnings per share outcome. The acquisition adds to Cohn’s extensive existing holdings, which are distributed across multiple trusts and direct positions, including restricted stock units tied to future price milestones.

Nerdy CEO Charles Cohn Accumulates Nearly $200K in Shares Amid Valuation Debate
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Key Points

  • CEO Charles K. Cohn acquired 219,019 shares valued at $199,307 through a revocable trust, signaling potential confidence in the company's valuation.
  • Nerdy Inc. reported a first-quarter 2026 revenue beat of $48.7 million against a forecast of $47.1 million, despite meeting EPS expectations of -$0.03.
  • The executive's holdings include significant restricted stock units tied to future price milestones, indicating long-term alignment with shareholder value.

Nerdy Inc. (NYSE: NRDY) Chief Executive Officer Charles K. Cohn has significantly increased his equity stake in the company through a recent insider purchase. On June 10, 2026, Cohn, who serves as CEO, Director, and a ten percent owner, acquired 219,019 shares of Class A Common Stock. The total value of this acquisition was reported at $199,307. The transaction was facilitated indirectly through the Charles K. Cohn Revocable Trust Agreement, dated February 10, 2016. Following this purchase, the trust now holds exactly 219,019 shares of the company's Class A Common Stock.

The shares were purchased at prices ranging from $0.91 to $0.92 per share. This pricing structure places the acquisition near the stock's 52-week low of $0.75. Over the past year, the equity has experienced a decline of approximately 50%. Despite this downward trajectory, analysis from InvestingPro suggests that the company may currently be undervalued, with shares trading below established Fair Value estimates. This purchase adds to Cohn's substantial existing portfolio of Nerdy Inc. stock. He holds 1,540,307 shares indirectly through the Cohn Family Trust 5/24/18 and 9,258,298 shares directly. The direct holdings consist of Restricted Stock Units (RSUs) that are contingent on the company achieving specific share price milestones ranging from $18.00 to $42.00 per share. These units are set to expire on September 20, 2028, if they remain unvested.

Further indirect holdings include 13,194,231 shares through Rarefied Air Capital LLC, which is owned by three trusts: Cohn Family Trust U/A/D 3/16/2017, The Cohn Family Investments Trust 05/24/18, and 2018 Cohn Family Trust U/A/D 5/24/2018. Mr. Cohn also holds 32,867,174 shares indirectly through the Cohn Family Trust U/A/D 3/16/2017, and 1,278,512 shares indirectly through the Cohn Family Investments Trust dtd 5/24/18.

In other recent news, Nerdy Inc. reported its first-quarter 2026 earnings, meeting its earnings per share (EPS) forecast of -$0.03. The company surpassed revenue expectations, achieving $48.7 million against a projected $47.1 million. These results highlight a positive revenue performance for the quarter. Additionally, Nerdy Inc. announced a consulting and separation agreement with its former Chief Financial Officer, Jason Pello. Pello, who departed as CFO on April 3, will continue to serve as a consultant through October 3. Under this agreement, he will receive consulting payments totaling $223,125. These developments reflect the company’s ongoing adjustments in its financial and leadership strategies.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C. Is NRDY a bargain right now? The fastest way to find out is with our Fair Value calculator. We use a mix of 17 proven industry valuation models for maximum accuracy. Get the bottom line for NRDY plus thousands of other stocks and find your next hidden gem with massive upside. See Undervalued Stocks.

Risks

  • The stock has declined roughly 50% over the past year, and the recent purchase price remains near the 52-week low of $0.75, highlighting ongoing downward pressure.
  • The departure of CFO Jason Pello introduces leadership transition risks, though he will serve as a consultant until October 3.
  • The unvested restricted stock units expire on September 20, 2028, if share price milestones are not met, creating uncertainty around executive compensation structures.

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