TapewireFind a company

person · Reporting owner

Lin Lauren

Disclosed activity across 1 company

Tapewire entity
19401
SEC CIK
0002082674

Export transaction history ↓

Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
WEALTHFRONT CORPWLTH · Entity 4762CLO, CCO and SecretarySeptember 17, 2026September 18, 2026

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

WEALTHFRONT CORP

Report date September 17, 2026 · Filed September 18, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect171,816 Reported balance After 2026-09-17 transaction · row 1
1 source row

Row 1 · 2026-09-17 · Sale · Disposed 4,574 · Balance 171,816

F1: This transaction was executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 14, 2026.

Filing footnotes · ownership attribution and instrument terms

F1: This transaction was executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 14, 2026.

Transaction history

JSON API
Reset

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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
September 17, 2026 Filed Sep 18, 2026 20:22 UTC WEALTHFRONT CORP WLTH · Entity 4762 SaleCommon Stock 4,574 $10.10 $46,214.32
Disclosure

SEC source: 0002082674-26-000013 · form4-09182026_080915.xml · nonDerivative · entry 1

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 171,816

F1 · kind: This transaction was executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 14, 2026.

Read SEC document
September 16, 2026 Filed Sep 17, 2026 20:21 UTC WEALTHFRONT CORP WLTH · Entity 4762 SaleCommon Stock 4,995 $10.19 $50,904.05
Disclosure

SEC source: 0002082674-26-000011 · form4-09172026_080953.xml · nonDerivative · entry 6

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 176,390

F1 · kind: The reported transaction represents shares of the Issuer's Common Stock sold to satisfy tax withholding obligations incurred in connection with the vesting of restricted stock units.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.96 to $10.83 per share, inclusive.

Read SEC document
September 15, 2026 Filed Sep 17, 2026 20:21 UTC WEALTHFRONT CORP WLTH · Entity 4762 Exercise / conversionRestricted Stock Units · Derivative 12,847 $0.00 $0.00
Disclosure

SEC source: 0002082674-26-000011 · form4-09172026_080953.xml · derivative · entry 10

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 154,163

Underlying: Common Stock · 12,847 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 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 vested on December 15, 2025.

F6 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.

Read SEC document
September 15, 2026 Filed Sep 17, 2026 20:21 UTC WEALTHFRONT CORP WLTH · Entity 4762 Exercise / conversionRestricted Stock Units · Derivative 4,688 $0.00 $0.00
Disclosure

SEC source: 0002082674-26-000011 · form4-09172026_080953.xml · derivative · entry 9

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,500

Underlying: Common Stock · 4,688 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.

F8 · derivative.exercise_date: 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 vested on December 15, 2024.

F6 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.

Read SEC document
September 15, 2026 Filed Sep 17, 2026 20:21 UTC WEALTHFRONT CORP WLTH · Entity 4762 Exercise / conversionRestricted Stock Units · Derivative 9,375 $0.00 $0.00
Disclosure

SEC source: 0002082674-26-000011 · form4-09172026_080953.xml · derivative · entry 8

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,500

Underlying: Common Stock · 9,375 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.

F7 · derivative.exercise_date: 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 vested on December 15, 2023.

F6 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.

Read SEC document
September 15, 2026 Filed Sep 17, 2026 20:21 UTC WEALTHFRONT CORP WLTH · Entity 4762 Exercise / conversionRestricted Stock Units · Derivative 12,500 $0.00 $0.00
Disclosure

SEC source: 0002082674-26-000011 · form4-09172026_080953.xml · derivative · entry 7

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,500

Underlying: Common Stock · 12,500 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.

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

F5 · derivative.exercise_date: 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 vested on March 15, 2023.

F6 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.

Read SEC document
September 15, 2026 Filed Sep 17, 2026 20:21 UTC WEALTHFRONT CORP WLTH · Entity 4762 SaleCommon Stock 16,117 $10.73 $172,941.86
Disclosure

SEC source: 0002082674-26-000011 · form4-09172026_080953.xml · nonDerivative · entry 5

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 181,385

F1 · kind: The reported transaction represents shares of the Issuer's Common Stock sold to satisfy tax withholding obligations incurred in connection with the vesting of restricted stock units.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.55 to $10.88 per share, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote and in footnote 3 of this Form 4.

Read SEC document
September 15, 2026 Filed Sep 17, 2026 20:21 UTC WEALTHFRONT CORP WLTH · Entity 4762 Exercise / conversionCommon Stock 12,847 $0.00 $0.00
Disclosure

SEC source: 0002082674-26-000011 · form4-09172026_080953.xml · nonDerivative · entry 4

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 197,502

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
September 15, 2026 Filed Sep 17, 2026 20:21 UTC WEALTHFRONT CORP WLTH · Entity 4762 Exercise / conversionCommon Stock 4,688 $0.00 $0.00
Disclosure

SEC source: 0002082674-26-000011 · form4-09172026_080953.xml · nonDerivative · entry 3

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 184,655

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
September 15, 2026 Filed Sep 17, 2026 20:21 UTC WEALTHFRONT CORP WLTH · Entity 4762 Exercise / conversionCommon Stock 9,375 $0.00 $0.00
Disclosure

SEC source: 0002082674-26-000011 · form4-09172026_080953.xml · nonDerivative · entry 2

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 179,967

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
September 15, 2026 Filed Sep 17, 2026 20:21 UTC WEALTHFRONT CORP WLTH · Entity 4762 Exercise / conversionCommon Stock 12,500 $0.00 $0.00
Disclosure

SEC source: 0002082674-26-000011 · form4-09172026_080953.xml · nonDerivative · entry 1

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 170,592

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
August 22, 2026 Filed Aug 26, 2026 23:23 UTC WEALTHFRONT CORP WLTH · Entity 4762 GrantRestricted Stock Units · Derivative 207,000 $0.00 $0.00
Disclosure

SEC source: 0002082674-26-000007 · form4-08262026_110838.xml · derivative · entry 1

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 207,000

Underlying: Common Stock · 207,000 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.

F2 · derivative.exercise_date: The award shall vest 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 vesting on December 15, 2026.

F3 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.

Read SEC document
June 17, 2026 Filed Jun 22, 2026 20:15 UTC WEALTHFRONT CORP WLTH · Entity 4762 SaleCommon Stock 4,840 $8.45 $40,908.16
Disclosure

SEC source: 0002082674-26-000005 · form4-06222026_080612.xml · nonDerivative · entry 1

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 158,092

F1 · kind: This transaction was executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 14, 2026.

Read SEC document
June 15, 2026 Filed Jun 17, 2026 20:20 UTC WEALTHFRONT CORP WLTH · Entity 4762 Exercise / conversionRestricted Stock Units · Derivative 12,847 $0.00 $0.00
Disclosure

SEC source: 0002082674-26-000004 · form4-06172026_080624.xml · derivative · entry 9

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 167,010

Underlying: Common Stock · 12,847 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 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 vested on December 15, 2025.

F5 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.

Read SEC document
June 15, 2026 Filed Jun 17, 2026 20:20 UTC WEALTHFRONT CORP WLTH · Entity 4762 Exercise / conversionRestricted Stock Units · Derivative 4,687 $0.00 $0.00
Disclosure

SEC source: 0002082674-26-000004 · form4-06172026_080624.xml · derivative · entry 8

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,188

Underlying: Common Stock · 4,687 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.

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

F7 · derivative.exercise_date: 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 vested on December 15, 2024.

F5 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.

Read SEC document
June 15, 2026 Filed Jun 17, 2026 20:20 UTC WEALTHFRONT CORP WLTH · Entity 4762 Exercise / conversionRestricted Stock Units · Derivative 9,375 $0.00 $0.00
Disclosure

SEC source: 0002082674-26-000004 · form4-06172026_080624.xml · derivative · entry 7

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,875

Underlying: Common Stock · 9,375 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.

F6 · derivative.exercise_date: 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 vested on December 15, 2023.

F5 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.

Read SEC document
June 15, 2026 Filed Jun 17, 2026 20:20 UTC WEALTHFRONT CORP WLTH · Entity 4762 Exercise / conversionRestricted Stock Units · Derivative 12,500 $0.00 $0.00
Disclosure

SEC source: 0002082674-26-000004 · form4-06172026_080624.xml · derivative · entry 6

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,000

Underlying: Common Stock · 12,500 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.

F4 · derivative.exercise_date: 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 vested on March 15, 2023.

F5 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.

Read SEC document
June 15, 2026 Filed Jun 17, 2026 20:20 UTC WEALTHFRONT CORP WLTH · Entity 4762 Tax withholdingCommon Stock 20,052 $8.80 $176,457.60
Disclosure

SEC source: 0002082674-26-000004 · form4-06172026_080624.xml · nonDerivative · entry 5

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 162,932

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
June 15, 2026 Filed Jun 17, 2026 20:20 UTC WEALTHFRONT CORP WLTH · Entity 4762 Exercise / conversionCommon Stock 12,847 $0.00 $0.00
Disclosure

SEC source: 0002082674-26-000004 · form4-06172026_080624.xml · nonDerivative · entry 4

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 182,984

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
June 15, 2026 Filed Jun 17, 2026 20:20 UTC WEALTHFRONT CORP WLTH · Entity 4762 Exercise / conversionCommon Stock 4,687 $0.00 $0.00
Disclosure

SEC source: 0002082674-26-000004 · form4-06172026_080624.xml · nonDerivative · entry 3

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 170,137

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
June 15, 2026 Filed Jun 17, 2026 20:20 UTC WEALTHFRONT CORP WLTH · Entity 4762 Exercise / conversionCommon Stock 9,375 $0.00 $0.00
Disclosure

SEC source: 0002082674-26-000004 · form4-06172026_080624.xml · nonDerivative · entry 2

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 165,450

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
June 15, 2026 Filed Jun 17, 2026 20:20 UTC WEALTHFRONT CORP WLTH · Entity 4762 Exercise / conversionCommon Stock 12,500 $0.00 $0.00
Disclosure

SEC source: 0002082674-26-000004 · form4-06172026_080624.xml · nonDerivative · entry 1

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 156,075

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.

F1 · balance_after: Includes 2,385 shares of Class A Common Stock acquired by the reporting person in one or more transactions with Issuer pursuant to its Employee Stock Purchase Plan, which transactions are exempt pursuant to Rules 16a3(f)(1)(i)(B) and 16b3(c).

Read SEC document
March 16, 2026 Filed Mar 17, 2026 21:10 UTC WEALTHFRONT CORP WLTH · Entity 4762 Tax withholdingCommon Stock 14,707 $7.86 $115,597.02
Disclosure

SEC source: 0002082674-26-000002 · form4-03172026_090311.xml · nonDerivative · entry 6

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 141,190

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
March 15, 2026 Filed Mar 17, 2026 21:10 UTC WEALTHFRONT CORP WLTH · Entity 4762 Exercise / conversionRestricted Stock Units · Derivative 12,847 $0.00 $0.00
Disclosure

SEC source: 0002082674-26-000002 · form4-03172026_090311.xml · derivative · entry 11

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 179,857

Underlying: Common Stock · 12,847 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.

F2 · 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 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 vested on December 15, 2025.

F4 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.

Read SEC document
March 15, 2026 Filed Mar 17, 2026 21:10 UTC WEALTHFRONT CORP WLTH · Entity 4762 Exercise / conversionRestricted Stock Units · Derivative 4,688 $0.00 $0.00
Disclosure

SEC source: 0002082674-26-000002 · form4-03172026_090311.xml · derivative · entry 10

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,875

Underlying: Common Stock · 4,688 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.

F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.

F7 · derivative.exercise_date: 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 vested on December 15, 2024.

F4 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.

Read SEC document
March 15, 2026 Filed Mar 17, 2026 21:10 UTC WEALTHFRONT CORP WLTH · Entity 4762 Exercise / conversionRestricted Stock Units · Derivative 9,375 $0.00 $0.00
Disclosure

SEC source: 0002082674-26-000002 · form4-03172026_090311.xml · derivative · entry 9

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,250

Underlying: Common Stock · 9,375 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.

F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.

F6 · derivative.exercise_date: 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 vested on December 15, 2023.

F4 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.

Read SEC document
March 15, 2026 Filed Mar 17, 2026 21:10 UTC WEALTHFRONT CORP WLTH · Entity 4762 Exercise / conversionRestricted Stock Units · Derivative 12,500 $0.00 $0.00
Disclosure

SEC source: 0002082674-26-000002 · form4-03172026_090311.xml · derivative · entry 8

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,500

Underlying: Common Stock · 12,500 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.

F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.

F5 · derivative.exercise_date: 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 vested on March 15, 2023.

F4 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.

Read SEC document
March 15, 2026 Filed Mar 17, 2026 21:10 UTC WEALTHFRONT CORP WLTH · Entity 4762 Exercise / conversionRestricted Stock Units · Derivative 1,216 $0.00 $0.00
Disclosure

SEC source: 0002082674-26-000002 · form4-03172026_090311.xml · derivative · entry 7

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,216 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.

F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.

F3 · derivative.exercise_date: 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 vested on June 15, 2022.

F4 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.

Read SEC document
March 15, 2026 Filed Mar 17, 2026 21:10 UTC WEALTHFRONT CORP WLTH · Entity 4762 Exercise / conversionCommon Stock 12,847 $0.00 $0.00
Disclosure

SEC source: 0002082674-26-000002 · form4-03172026_090311.xml · nonDerivative · entry 5

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 155,897

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
March 15, 2026 Filed Mar 17, 2026 21:10 UTC WEALTHFRONT CORP WLTH · Entity 4762 Exercise / conversionCommon Stock 4,688 $0.00 $0.00
Disclosure

SEC source: 0002082674-26-000002 · form4-03172026_090311.xml · nonDerivative · entry 4

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 143,050

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
March 15, 2026 Filed Mar 17, 2026 21:10 UTC WEALTHFRONT CORP WLTH · Entity 4762 Exercise / conversionCommon Stock 9,375 $0.00 $0.00
Disclosure

SEC source: 0002082674-26-000002 · form4-03172026_090311.xml · nonDerivative · entry 3

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 138,362

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
March 15, 2026 Filed Mar 17, 2026 21:10 UTC WEALTHFRONT CORP WLTH · Entity 4762 Exercise / conversionCommon Stock 12,500 $0.00 $0.00
Disclosure

SEC source: 0002082674-26-000002 · form4-03172026_090311.xml · nonDerivative · entry 2

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 128,987

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
March 15, 2026 Filed Mar 17, 2026 21:10 UTC WEALTHFRONT CORP WLTH · Entity 4762 Exercise / conversionCommon Stock 1,216 $0.00 $0.00
Disclosure

SEC source: 0002082674-26-000002 · form4-03172026_090311.xml · nonDerivative · entry 1

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 116,487

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 15, 2025 Filed Dec 17, 2025 21:27 UTC WEALTHFRONT CORP WLTH · Entity 4762 Exercise / conversionRestricted Stock Units · Derivative 12,846 $0.00 $0.00
Disclosure

SEC source: 0002082674-25-000006 · form4-12172025_091210.xml · derivative · entry 11

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 192,704

Underlying: Common Stock · 12,846 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.

F2 · 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 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, 2025.

F4 · 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 15, 2025 Filed Dec 17, 2025 21:27 UTC WEALTHFRONT CORP WLTH · Entity 4762 Exercise / conversionRestricted Stock Units · Derivative 4,687 $0.00 $0.00
Disclosure

SEC source: 0002082674-25-000006 · form4-12172025_091210.xml · derivative · entry 10

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,563

Underlying: Common Stock · 4,687 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.

F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.

F7 · derivative.exercise_date: 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 vested on December 15, 2024.

F4 · 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 15, 2025 Filed Dec 17, 2025 21:27 UTC WEALTHFRONT CORP WLTH · Entity 4762 Exercise / conversionRestricted Stock Units · Derivative 9,375 $0.00 $0.00
Disclosure

SEC source: 0002082674-25-000006 · form4-12172025_091210.xml · derivative · entry 9

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 65,625

Underlying: Common Stock · 9,375 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.

F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.

F6 · derivative.exercise_date: 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 vested on December 15, 2023.

F4 · 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 15, 2025 Filed Dec 17, 2025 21:27 UTC WEALTHFRONT CORP WLTH · Entity 4762 Exercise / conversionRestricted Stock Units · Derivative 12,500 $0.00 $0.00
Disclosure

SEC source: 0002082674-25-000006 · form4-12172025_091210.xml · derivative · entry 8

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,000

Underlying: Common Stock · 12,500 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.

F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.

F5 · derivative.exercise_date: 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 vested on March 15, 2023.

F4 · 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 15, 2025 Filed Dec 17, 2025 21:27 UTC WEALTHFRONT CORP WLTH · Entity 4762 Exercise / conversionRestricted Stock Units · Derivative 1,215 $0.00 $0.00
Disclosure

SEC source: 0002082674-25-000006 · form4-12172025_091210.xml · derivative · entry 7

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,216

Underlying: Common Stock · 1,215 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.

F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.

F3 · derivative.exercise_date: 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 vested on June 15, 2022.

F4 · 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 15, 2025 Filed Dec 17, 2025 21:27 UTC WEALTHFRONT CORP WLTH · Entity 4762 Tax withholdingCommon Stock 20,631 $14.19 $292,753.89
Disclosure

SEC source: 0002082674-25-000006 · form4-12172025_091210.xml · nonDerivative · entry 6

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 115,271

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 15, 2025 Filed Dec 17, 2025 21:27 UTC WEALTHFRONT CORP WLTH · Entity 4762 Exercise / conversionCommon Stock 12,846 $0.00 $0.00
Disclosure

SEC source: 0002082674-25-000006 · form4-12172025_091210.xml · nonDerivative · entry 5

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 135,902

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 15, 2025 Filed Dec 17, 2025 21:27 UTC WEALTHFRONT CORP WLTH · Entity 4762 Exercise / conversionCommon Stock 4,687 $0.00 $0.00
Disclosure

SEC source: 0002082674-25-000006 · form4-12172025_091210.xml · nonDerivative · entry 4

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 123,056

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 15, 2025 Filed Dec 17, 2025 21:27 UTC WEALTHFRONT CORP WLTH · Entity 4762 Exercise / conversionCommon Stock 9,375 $0.00 $0.00
Disclosure

SEC source: 0002082674-25-000006 · form4-12172025_091210.xml · nonDerivative · entry 3

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 118,369

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 15, 2025 Filed Dec 17, 2025 21:27 UTC WEALTHFRONT CORP WLTH · Entity 4762 Exercise / conversionCommon Stock 12,500 $0.00 $0.00
Disclosure

SEC source: 0002082674-25-000006 · form4-12172025_091210.xml · nonDerivative · entry 2

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 108,994

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 15, 2025 Filed Dec 17, 2025 21:27 UTC WEALTHFRONT CORP WLTH · Entity 4762 Exercise / conversionCommon Stock 1,215 $0.00 $0.00
Disclosure

SEC source: 0002082674-25-000006 · form4-12172025_091210.xml · nonDerivative · entry 1

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 96,494

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 WEALTHFRONT CORP WLTH · Entity 4762 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 WEALTHFRONT CORP WLTH · Entity 4762 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 WEALTHFRONT CORP WLTH · Entity 4762 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 WEALTHFRONT CORP WLTH · Entity 4762 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 WEALTHFRONT CORP WLTH · Entity 4762 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 WEALTHFRONT CORP WLTH · Entity 4762 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

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