Tapewire

Nasdaq · USD

WLTH

WEALTHFRONT CORP

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Tapewire entity
4762
SEC CIK
0001524566
Parsed reports
91

Last 12 months

Inside the activity.

0 purchase rows · 38 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 2025011
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202605
Jul 202603
Aug 202601
Sep 2026018
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
December 11, 2025 Filed Dec 16, 2025 01:30 UTC
Wetterwald JulienChief Technology Officer
Exercise / conversionCommon Stock 167,290 $0.00 $0.00
Disclosure

SEC source: 0002078580-25-000005 · form4-12162025_011204.xml · nonDerivative · entry 5

Wetterwald Julien · CIK 0002078580 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 969,025

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:30 UTC
Wetterwald JulienChief Technology Officer
Exercise / conversionCommon Stock 63,337 $0.00 $0.00
Disclosure

SEC source: 0002078580-25-000005 · form4-12162025_011204.xml · nonDerivative · entry 4

Wetterwald Julien · CIK 0002078580 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 801,735

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:30 UTC
Wetterwald JulienChief Technology Officer
Exercise / conversionCommon Stock 142,712 $0.00 $0.00
Disclosure

SEC source: 0002078580-25-000005 · form4-12162025_011204.xml · nonDerivative · entry 3

Wetterwald Julien · CIK 0002078580 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 738,398

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:30 UTC
Wetterwald JulienChief Technology Officer
Exercise / conversionCommon Stock 95,785 $0.00 $0.00
Disclosure

SEC source: 0002078580-25-000005 · form4-12162025_011204.xml · nonDerivative · entry 2

Wetterwald Julien · CIK 0002078580 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 595,686

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:30 UTC
Wetterwald JulienChief Technology Officer
Exercise / conversionCommon Stock 266,825 $0.00 $0.00
Disclosure

SEC source: 0002078580-25-000005 · form4-12162025_011204.xml · nonDerivative · entry 1

Wetterwald Julien · CIK 0002078580 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 499,901

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:27 UTC
Lin LaurenCLO, CCO and Secretary
Exercise / conversionRestricted Stock Units · Derivative 18,750 $0.00 $0.00
Disclosure

SEC source: 0002082674-25-000005 · form4-12162025_011200.xml · derivative · entry 15

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,250

Underlying: Common Stock · 18,750 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.

F13 · derivative.exercise_date: The award was granted subject to a performance-based vesting condition which was satisfied in connection with the IPO, as well as a service-based vesting schedule. The award vested or vests as to 1/16 of the total award quarterly on the fifteenth calendar day of December, March, June, and September, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche time-vested on December 15, 2024. Time-vested portions of the award were settled for shares of the Issuer's Common Stock in connection with the IPO.

F7 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:27 UTC
Lin LaurenCLO, CCO and Secretary
Exercise / conversionRestricted Stock Units · Derivative 75,000 $0.00 $0.00
Disclosure

SEC source: 0002082674-25-000005 · form4-12162025_011200.xml · derivative · entry 14

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 75,000

Underlying: Common Stock · 75,000 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.

F12 · derivative.exercise_date: The award was granted subject to a performance-based vesting condition which was satisfied in connection with the IPO, as well as a service-based vesting schedule. The award vested or vests as to 1/16 of the total award quarterly on the fifteenth calendar day of December, March, June, and September, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche time-vested on December 15, 2023. Time-vested portions of the award were settled for shares of the Issuer's Common Stock in connection with the IPO.

F7 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:27 UTC
Lin LaurenCLO, CCO and Secretary
Exercise / conversionRestricted Stock Units · Derivative 137,500 $0.00 $0.00
Disclosure

SEC source: 0002082674-25-000005 · form4-12162025_011200.xml · derivative · entry 13

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,500

Underlying: Common Stock · 137,500 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.

F11 · derivative.exercise_date: The award was granted subject to a performance-based vesting condition which was satisfied in connection with the IPO, as well as a service-based vesting schedule. The award vested or vests as to 1/16 of the total award quarterly on the fifteenth calendar day of March, June, September, and December, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche time-vested on March 15, 2023. Time-vested portions of the award were settled for shares of the Issuer's Common Stock in connection with the IPO.

F7 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:27 UTC
Lin LaurenCLO, CCO and Secretary
Exercise / conversionRestricted Stock Units · Derivative 1,500 $0.00 $0.00
Disclosure

SEC source: 0002082674-25-000005 · form4-12162025_011200.xml · derivative · entry 12

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,500 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.

F10 · derivative.exercise_date: The award was granted subject to a performance-based vesting condition which was satisfied in connection with the IPO and a service-based vesting requirement which was deemed satisfied as of the grant date, November 22, 2022. The entire award was settled for shares of the Issuer's Common Stock in connection with the IPO.

F7 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:27 UTC
Lin LaurenCLO, CCO and Secretary
Exercise / conversionRestricted Stock Units · Derivative 17,014 $0.00 $0.00
Disclosure

SEC source: 0002082674-25-000005 · form4-12162025_011200.xml · derivative · entry 11

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,431

Underlying: Common Stock · 17,014 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.

F9 · derivative.exercise_date: The award was granted subject to a performance-based vesting condition which was satisfied in connection with the IPO, as well as a service-based vesting schedule. The award vested or vests as to 1/16 of the total award quarterly on the fifteenth calendar day of June, September, December, and March, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche time-vested on June 15, 2022. Time-vested portions of the award were settled for shares of the Issuer's Common Stock in connection with the IPO.

F7 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:27 UTC
Lin LaurenCLO, CCO and Secretary
Exercise / conversionRestricted Stock Units · Derivative 5,237 $0.00 $0.00
Disclosure

SEC source: 0002082674-25-000005 · form4-12162025_011200.xml · derivative · entry 10

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,237 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.

F8 · derivative.exercise_date: The award was granted subject to a performance-based vesting condition which was satisfied in connection with the IPO, as well as a service-based vesting schedule. The award vested as to 1/8 of the total award quarterly on the fifteenth calendar day of March, June, September, and December, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche time-vested on March 15, 2023. The award was fully time-vested as of December 15, 2024, and the entire award was settled for shares of the Issuer's Common Stock in connection with the IPO.

F7 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:27 UTC
Lin LaurenCLO, CCO and Secretary
SaleCommon Stock 30,229 $14.00 $423,206.00
Disclosure

SEC source: 0002082674-25-000005 · form4-12162025_011200.xml · nonDerivative · entry 8

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 95,279

F2 · kind: The reported sale transaction represents the reporting person's participation in the Issuer's secondary offering, which occurred in conjunction with its initial public offering ("IPO").

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:27 UTC
Lin LaurenCLO, CCO and Secretary
Tax withholdingCommon Stock 129,493 $14.00 $1,812,902.00
Disclosure

SEC source: 0002082674-25-000005 · form4-12162025_011200.xml · nonDerivative · entry 7

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 125,508

F1 · kind: The transaction represents the number of shares of Common Stock withheld by the Issuer to satisfy tax withholding liabilities in connection with the net settlement of restricted stock units.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:27 UTC
Lin LaurenCLO, CCO and Secretary
Exercise / conversionCommon Stock 18,750 $0.00 $0.00
Disclosure

SEC source: 0002082674-25-000005 · form4-12162025_011200.xml · nonDerivative · entry 6

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 255,001

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:27 UTC
Lin LaurenCLO, CCO and Secretary
Exercise / conversionCommon Stock 75,000 $0.00 $0.00
Disclosure

SEC source: 0002082674-25-000005 · form4-12162025_011200.xml · nonDerivative · entry 5

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 236,251

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:27 UTC
Lin LaurenCLO, CCO and Secretary
Exercise / conversionCommon Stock 137,500 $0.00 $0.00
Disclosure

SEC source: 0002082674-25-000005 · form4-12162025_011200.xml · nonDerivative · entry 4

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 161,251

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:27 UTC
Lin LaurenCLO, CCO and Secretary
Exercise / conversionCommon Stock 1,500 $0.00 $0.00
Disclosure

SEC source: 0002082674-25-000005 · form4-12162025_011200.xml · nonDerivative · entry 3

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,751

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:27 UTC
Lin LaurenCLO, CCO and Secretary
Exercise / conversionCommon Stock 17,014 $0.00 $0.00
Disclosure

SEC source: 0002082674-25-000005 · form4-12162025_011200.xml · nonDerivative · entry 2

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,251

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:27 UTC
Lin LaurenCLO, CCO and Secretary
Exercise / conversionCommon Stock 5,237 $0.00 $0.00
Disclosure

SEC source: 0002082674-25-000005 · form4-12162025_011200.xml · nonDerivative · entry 1

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,237

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:21 UTC
Imberman AlanCFO and Treasurer
Exercise / conversionRestricted Stock Units · Derivative 70,875 $0.00 $0.00
Disclosure

SEC source: 0002082642-25-000005 · form4-12162025_011219.xml · derivative · entry 11

Imberman Alan · CIK 0002082642 · CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 307,125

Underlying: Common Stock · 70,875 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.

F10 · derivative.exercise_date: The award was granted subject to a performance-based vesting condition which was satisfied in connection with the IPO, as well as a service-based vesting schedule. The award vested or vests as to 1/16 of the total award quarterly on the fifteenth calendar day of March, June, September, and December, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche time-vested on March 15, 2025. Time-vested portions of the award were settled for shares of the Issuer's Common Stock in connection with the IPO.

F7 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:21 UTC
Imberman AlanCFO and Treasurer
Exercise / conversionRestricted Stock Units · Derivative 159,687 $0.00 $0.00
Disclosure

SEC source: 0002082642-25-000005 · form4-12162025_011219.xml · derivative · entry 10

Imberman Alan · CIK 0002082642 · CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 205,313

Underlying: Common Stock · 159,687 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.

F9 · derivative.exercise_date: The award was granted subject to a performance-based vesting condition which was satisfied in connection with the IPO, as well as a service-based vesting schedule. The award vested or vests as to 1/16 of the total award quarterly on the fifteenth calendar day of March, June, September, and December, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche time-vested on March 15, 2024. Time-vested portions of the award were settled for shares of the Issuer's Common Stock in connection with the IPO.

F7 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:21 UTC
Imberman AlanCFO and Treasurer
Exercise / conversionRestricted Stock Units · Derivative 95,785 $0.00 $0.00
Disclosure

SEC source: 0002082642-25-000005 · form4-12162025_011219.xml · derivative · entry 9

Imberman Alan · CIK 0002082642 · CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 95,785 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.

F8 · derivative.exercise_date: The award was granted subject to a performance-based vesting condition which was satisfied in connection with the IPO, as well as a service-based vesting schedule. The award vested as to 1/8 of the total award quarterly on the fifteenth calendar day of March, June, September, and December, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche time-vested on March 15, 2023. The award was fully time-vested as of December 15, 2024, and the entire award was settled for shares of the Issuer's Common Stock in connection with the IPO.

F7 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:21 UTC
Imberman AlanCFO and Treasurer
SaleCommon Stock 100,000 $14.00 $1,400,000.00
Disclosure

SEC source: 0002082642-25-000005 · form4-12162025_011219.xml · nonDerivative · entry 6

Imberman Alan · CIK 0002082642 · CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 186,865

F3 · kind: The reported sale transaction represents the reporting person's participation in the Issuer's secondary offering, which occurred in conjunction with the IPO.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:21 UTC
Imberman AlanCFO and Treasurer
Tax withholdingCommon Stock 118,893 $14.00 $1,664,502.00
Disclosure

SEC source: 0002082642-25-000005 · form4-12162025_011219.xml · nonDerivative · entry 5

Imberman Alan · CIK 0002082642 · CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 286,865

F2 · kind: The transaction represents the number of shares of Common Stock withheld by the Issuer to satisfy tax withholding liabilities in connection with the net settlement of restricted stock units.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:21 UTC
Imberman AlanCFO and Treasurer
Exercise / conversionCommon Stock 70,875 $0.00 $0.00
Disclosure

SEC source: 0002082642-25-000005 · form4-12162025_011219.xml · nonDerivative · entry 4

Imberman Alan · CIK 0002082642 · CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 405,758

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:21 UTC
Imberman AlanCFO and Treasurer
Exercise / conversionCommon Stock 159,687 $0.00 $0.00
Disclosure

SEC source: 0002082642-25-000005 · form4-12162025_011219.xml · nonDerivative · entry 3

Imberman Alan · CIK 0002082642 · CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 334,883

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:21 UTC
Imberman AlanCFO and Treasurer
Exercise / conversionCommon Stock 95,785 $0.00 $0.00
Disclosure

SEC source: 0002082642-25-000005 · form4-12162025_011219.xml · nonDerivative · entry 2

Imberman Alan · CIK 0002082642 · CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 175,196

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:19 UTC
Fortunato DavidDirector · CEO and President
Exercise / conversionStock Option (Right to Buy) · Derivative 25,000 $0.00 Strike: $2.67 $0.00
Disclosure

SEC source: 0002082564-25-000005 · form4-12162025_011231.xml · derivative · entry 36

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 0

Underlying: Common Stock · 25,000 shares

Expires 2026-12-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F23 · derivative.exercise_date: The option is fully vested. Pursuant to the terms of the reporting person's spouse's award agreement with the Issuer, the award became fully vested on October 24, 2020.

F3 · ownership.nature: The reported securities are directly held by the reporting person's spouse.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:19 UTC
Fortunato DavidDirector · CEO and President
Exercise / conversionStock Option (Right to Buy) · Derivative 45,000 $0.00 Strike: $2.45 $0.00
Disclosure

SEC source: 0002082564-25-000005 · form4-12162025_011231.xml · derivative · entry 35

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 0

Underlying: Common Stock · 45,000 shares

Expires 2026-09-28

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F22 · derivative.exercise_date: The option is fully vested. Pursuant to the terms of the reporting person's spouse's award agreement with the Issuer, the award became fully vested on August 15, 2020.

F3 · ownership.nature: The reported securities are directly held by the reporting person's spouse.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:19 UTC
Fortunato DavidDirector · CEO and President
Exercise / conversionRestricted Stock Units · Derivative 35,919 $0.00 $0.00
Disclosure

SEC source: 0002082564-25-000005 · form4-12162025_011231.xml · derivative · entry 34

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 0

Underlying: Common Stock · 35,919 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.

F21 · derivative.exercise_date: The award was granted subject to a performance-based vesting condition which was satisfied in connection with the IPO, as well as a service-based vesting schedule. The award vested as to 1/8 of the total award quarterly on the fifteenth calendar day of March, June, September, and December, subject to the reporting person's spouse's continued service to the Issuer on each vesting date, with the first tranche time-vested on March 15, 2023. Although the award ceased vesting following the reporting person's spouse's separation from service to the issuer, the entire outstanding portion of the award was settled for shares of the Issuer's Common Stock in connection with the IPO.

F8 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.

F3 · ownership.nature: The reported securities are directly held by the reporting person's spouse.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:19 UTC
Fortunato DavidDirector · CEO and President
Exercise / conversionRestricted Stock Units · Derivative 143,000 $0.00 $0.00
Disclosure

SEC source: 0002082564-25-000005 · form4-12162025_011231.xml · derivative · entry 33

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 0

Underlying: Common Stock · 143,000 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.

F10 · derivative.exercise_date: The award was granted subject to a performance-based vesting condition which was satisfied in connection with the IPO and a service-based vesting requirement which was deemed satisfied as of the grant date, November 22, 2022. The entire award was settled for shares of the Issuer's Common Stock in connection with the IPO.

F8 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.

F3 · ownership.nature: The reported securities are directly held by the reporting person's spouse.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:19 UTC
Fortunato DavidDirector · CEO and President
Exercise / conversionStock Option (Right to Buy) · Derivative 162,784 $0.00 Strike: $1.50 $0.00
Disclosure

SEC source: 0002082564-25-000005 · form4-12162025_011231.xml · derivative · entry 32

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,658

Underlying: Common Stock · 162,784 shares

Expires 2028-02-13

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F20 · derivative.exercise_date: The option is fully vested. Pursuant to the terms of the reporting person's award agreement with the Issuer, the award became fully vested on December 27, 2021.

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December 11, 2025 Filed Dec 16, 2025 01:19 UTC
Fortunato DavidDirector · CEO and President
Exercise / conversionStock Option (Right to Buy) · Derivative 242,000 $0.00 Strike: $1.67 $0.00
Disclosure

SEC source: 0002082564-25-000005 · form4-12162025_011231.xml · derivative · entry 31

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 242,000 shares

Expires 2027-10-17

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F19 · derivative.exercise_date: The option is fully vested. Pursuant to the terms of the reporting person's award agreement with the Issuer, the award became fully vested on May 17, 2021.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:19 UTC
Fortunato DavidDirector · CEO and President
Exercise / conversionStock Option (Right to Buy) · Derivative 220,000 $0.00 Strike: $2.45 $0.00
Disclosure

SEC source: 0002082564-25-000005 · form4-12162025_011231.xml · derivative · entry 30

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 220,000 shares

Expires 2026-05-26

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F18 · derivative.exercise_date: The option is fully vested. Pursuant to the terms of the reporting person's award agreement with the Issuer, the award became fully vested on May 23, 2020.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:19 UTC
Fortunato DavidDirector · CEO and President
Exercise / conversionRestricted Stock Units · Derivative 141,600 $0.00 $0.00
Disclosure

SEC source: 0002082564-25-000005 · form4-12162025_011231.xml · derivative · entry 29

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 141,600 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.

F17 · derivative.exercise_date: The award was granted subject to a performance-based vesting condition which was satisfied in connection with the IPO and a service-based vesting requirement which was deemed satisfied as of the grant date, July 14, 2025. The entire award was settled for shares of the Issuer's Common Stock in connection with the IPO.

F8 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:19 UTC
Fortunato DavidDirector · CEO and President
Exercise / conversionRestricted Stock Units · Derivative 119,062 $0.00 $0.00
Disclosure

SEC source: 0002082564-25-000005 · form4-12162025_011231.xml · derivative · entry 28

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 833,438

Underlying: Common Stock · 119,062 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.

F16 · derivative.exercise_date: The award was granted subject to a performance-based vesting condition which was satisfied in connection with the IPO, as well as a service-based vesting schedule. The award vested as to 1/16 of the total award quarterly on the fifteenth calendar day of June, September, December, and March, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche time-vested on June 15, 2025. Time-vested portions of the award were settled for shares of the Issuer's Common Stock in connection with the IPO.

F8 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:19 UTC
Fortunato DavidDirector · CEO and President
Exercise / conversionRestricted Stock Units · Derivative 176,560 $0.00 $0.00
Disclosure

SEC source: 0002082564-25-000005 · form4-12162025_011231.xml · derivative · entry 27

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 176,560 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.

F15 · derivative.exercise_date: The award was granted subject to a performance-based vesting condition which was satisfied in connection with the IPO and a service-based vesting requirement which was deemed satisfied as of the grant date, October 21, 2024. The entire award was settled for shares of the Issuer's Common Stock in connection with the IPO.

F8 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:19 UTC
Fortunato DavidDirector · CEO and President
Exercise / conversionRestricted Stock Units · Derivative 475,087 $0.00 $0.00
Disclosure

SEC source: 0002082564-25-000005 · form4-12162025_011231.xml · derivative · entry 26

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 791,813

Underlying: Common Stock · 475,087 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.

F14 · derivative.exercise_date: The award was granted subject to a performance-based vesting condition which was satisfied in connection with the IPO, as well as a service-based vesting schedule. The award vested as to 1/16 of the total award quarterly on the fifteenth calendar day of June, September, December, and March, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche time-vested on June 15, 2024. Time-vested portions of the award were settled for shares of the Issuer's Common Stock in connection with the IPO.

F8 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:19 UTC
Fortunato DavidDirector · CEO and President
Exercise / conversionRestricted Stock Units · Derivative 253,521 $0.00 $0.00
Disclosure

SEC source: 0002082564-25-000005 · form4-12162025_011231.xml · derivative · entry 25

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 253,521 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.

F13 · derivative.exercise_date: The award was granted subject to a performance-based vesting condition which was satisfied in connection with the IPO and a service-based vesting requirement which was deemed satisfied as of the grant date, August 4, 2023. The entire award was settled for shares of the Issuer's Common Stock in connection with the IPO.

F8 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:19 UTC
Fortunato DavidDirector · CEO and President
Exercise / conversionRestricted Stock Units · Derivative 764,625 $0.00 $0.00
Disclosure

SEC source: 0002082564-25-000005 · form4-12162025_011231.xml · derivative · entry 24

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 458,775

Underlying: Common Stock · 764,625 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.

F12 · derivative.exercise_date: The award was granted subject to a performance-based vesting condition which was satisfied in connection with the IPO, as well as a service-based vesting schedule. The award vested or vests as to 1/16 of the total award quarterly on the fifteenth calendar day of June, September, December, and March, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche time-vested on June 15, 2023. Time-vested portions of the award were settled for shares of the Issuer's Common Stock in connection with the IPO.

F8 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:19 UTC
Fortunato DavidDirector · CEO and President
Exercise / conversionRestricted Stock Units · Derivative 599,200 $0.00 $0.00
Disclosure

SEC source: 0002082564-25-000005 · form4-12162025_011231.xml · derivative · entry 23

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 599,200 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.

F11 · derivative.exercise_date: The award was granted subject to a performance-based vesting condition which was satisfied in connection with the IPO and a service-based vesting requirement which was deemed satisfied as of the grant date, January 25, 2023. The entire award was settled for shares of the Issuer's Common Stock in connection with the IPO.

F8 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:19 UTC
Fortunato DavidDirector · CEO and President
Exercise / conversionRestricted Stock Units · Derivative 383,519 $0.00 $0.00
Disclosure

SEC source: 0002082564-25-000005 · form4-12162025_011231.xml · derivative · entry 22

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 383,519 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.

F10 · derivative.exercise_date: The award was granted subject to a performance-based vesting condition which was satisfied in connection with the IPO and a service-based vesting requirement which was deemed satisfied as of the grant date, November 22, 2022. The entire award was settled for shares of the Issuer's Common Stock in connection with the IPO.

F8 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:19 UTC
Fortunato DavidDirector · CEO and President
Exercise / conversionRestricted Stock Units · Derivative 95,880 $0.00 $0.00
Disclosure

SEC source: 0002082564-25-000005 · form4-12162025_011231.xml · derivative · entry 21

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 95,880 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.

F9 · derivative.exercise_date: The award was granted subject to a performance-based vesting condition which was satisfied in connection with the IPO, as well as a service-based vesting schedule. The award vested as to 1/8 of the total award quarterly on the fifteenth calendar day of March, June, September, and December, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche time-vested on March 15, 2023. The award was fully time-vested as of December 15, 2024, and the entire award was settled for shares of the Issuer's Common Stock in connection with the IPO.

F8 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:19 UTC
Fortunato DavidDirector · CEO and President
SaleCommon Stock 95,416 $14.00 $1,335,824.00
Disclosure

SEC source: 0002082564-25-000005 · form4-12162025_011231.xml · nonDerivative · entry 19

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 153,503

F2 · kind: The reported sale transaction was undertaken as part of the Issuer's secondary offering, which occurred in conjunction with its initial public offering ("IPO").

F3 · ownership.nature: The reported securities are directly held by the reporting person's spouse.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:19 UTC
Fortunato DavidDirector · CEO and President
Exercise / conversionCommon Stock 25,000 $2.67 $66,750.00
Disclosure

SEC source: 0002082564-25-000005 · form4-12162025_011231.xml · nonDerivative · entry 18

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 248,919

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · ownership.nature: The reported securities are directly held by the reporting person's spouse.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:19 UTC
Fortunato DavidDirector · CEO and President
Exercise / conversionCommon Stock 45,000 $2.45 $110,250.00
Disclosure

SEC source: 0002082564-25-000005 · form4-12162025_011231.xml · nonDerivative · entry 17

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 223,919

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · ownership.nature: The reported securities are directly held by the reporting person's spouse.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:19 UTC
Fortunato DavidDirector · CEO and President
Exercise / conversionCommon Stock 35,919 $0.00 $0.00
Disclosure

SEC source: 0002082564-25-000005 · form4-12162025_011231.xml · nonDerivative · entry 16

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 178,919

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · ownership.nature: The reported securities are directly held by the reporting person's spouse.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:19 UTC
Fortunato DavidDirector · CEO and President
Exercise / conversionCommon Stock 143,000 $0.00 $0.00
Disclosure

SEC source: 0002082564-25-000005 · form4-12162025_011231.xml · nonDerivative · entry 15

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 143,000

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · ownership.nature: The reported securities are directly held by the reporting person's spouse.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:19 UTC
Fortunato DavidDirector · CEO and President
SaleCommon Stock 765,154 $14.00 $10,712,156.00
Disclosure

SEC source: 0002082564-25-000005 · form4-12162025_011231.xml · nonDerivative · entry 14

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,481,051

F2 · kind: The reported sale transaction was undertaken as part of the Issuer's secondary offering, which occurred in conjunction with its initial public offering ("IPO").

Read SEC document
December 11, 2025 Filed Dec 16, 2025 01:19 UTC
Fortunato DavidDirector · CEO and President
Exercise / conversionCommon Stock 162,784 $1.50 $244,176.00
Disclosure

SEC source: 0002082564-25-000005 · form4-12162025_011231.xml · nonDerivative · entry 13

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,246,205

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.