Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WEALTHFRONT CORPWLTH · Entity 4762 | CLO, CCO and Secretary | September 17, 2026 | September 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 171,816 |
Reported balance
After 2026-09-17 transaction · row 1
1 source rowRow 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 APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 11, 2025 Filed Dec 16, 2025 01:27 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | SaleCommon Stock | 30,229 | $14.00 | $423,206.00 |
DisclosureSEC 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 | WEALTHFRONT CORP WLTH · Entity 4762 | Tax withholdingCommon Stock | 129,493 | $14.00 | $1,812,902.00 |
DisclosureSEC 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 | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 18,750 | $0.00 | $0.00 |
DisclosureSEC 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 | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 75,000 | $0.00 | $0.00 |
DisclosureSEC 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 | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 137,500 | $0.00 | $0.00 |
DisclosureSEC 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 | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC 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 | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 17,014 | $0.00 | $0.00 |
DisclosureSEC 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 | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 5,237 | $0.00 | $0.00 |
DisclosureSEC 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 |
| September 26, 2025 Filed Dec 16, 2025 01:27 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | GrantRestricted Stock Units · Derivative | 205,550 | $0.00 | $0.00 |
DisclosureSEC source: 0002082674-25-000005 · form4-12162025_011200.xml · derivative · entry 9 Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 205,550 Underlying: Common Stock · 205,550 shares Expires not disclosed 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 · date: The transaction occurred prior to the Issuer's registration of a class of equity securities under Section 12 of the Securities Exchange Act of 1934, as amended, in connection with the IPO, and the transaction is reported herein pursuant to Rule 16a-2(a). F5 · date: This restricted stock unit award represents an equity security previously reported on the reporting person's Form 3, which was acquired through an exempt transaction with the Issuer. F6 · 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 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, 2025. 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.