Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WEALTHFRONT CORPWLTH · Entity 4762 | Chief Technology Officer | 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 | 696,525 |
Reported balance
After 2026-09-17 transaction · row 1
1 source rowRow 1 · 2026-09-17 · Sale · Disposed 26,138 · Balance 696,525 F1: This transaction was executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 14, 2026. F2: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.99 to $10.24 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 range set forth in this footnote. |
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.
F2: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.99 to $10.24 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 range set forth in this footnote.
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 |
|---|---|---|---|---|---|---|
| September 17, 2026 Filed Sep 18, 2026 20:24 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | SaleCommon Stock | 26,138 | $10.10 | $264,103.58 |
DisclosureSEC source: 0002078580-26-000017 · form4-09182026_080952.xml · nonDerivative · entry 1 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 696,525 F1 · kind: This transaction was executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 14, 2026. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.99 to $10.24 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 range set forth in this footnote. Read SEC document |
| September 16, 2026 Filed Sep 17, 2026 20:23 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | SaleCommon Stock | 8,130 | $10.19 | $82,852.83 |
DisclosureSEC source: 0002078580-26-000015 · form4-09172026_080935.xml · nonDerivative · entry 5 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 722,663 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 20:23 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 19,000 | $0.00 | $0.00 |
DisclosureSEC source: 0002078580-26-000015 · form4-09172026_080935.xml · derivative · entry 8 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 247,000 Underlying: Common Stock · 19,000 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. F8 · 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, 2026. 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 20:23 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 21,112 | $0.00 | $0.00 |
DisclosureSEC source: 0002078580-26-000015 · form4-09172026_080935.xml · derivative · entry 7 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 190,013 Underlying: Common Stock · 21,112 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 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, 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 20:23 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 20,387 | $0.00 | $0.00 |
DisclosureSEC source: 0002078580-26-000015 · form4-09172026_080935.xml · derivative · entry 6 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,938 Underlying: Common Stock · 20,387 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, 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 20:23 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | SaleCommon Stock | 26,231 | $10.73 | $281,469.12 |
DisclosureSEC source: 0002078580-26-000015 · form4-09172026_080935.xml · nonDerivative · entry 4 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 730,793 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 20:23 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 19,000 | $0.00 | $0.00 |
DisclosureSEC source: 0002078580-26-000015 · form4-09172026_080935.xml · nonDerivative · entry 3 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 757,024 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 20:23 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 21,112 | $0.00 | $0.00 |
DisclosureSEC source: 0002078580-26-000015 · form4-09172026_080935.xml · nonDerivative · entry 2 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 738,024 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 20:23 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 20,387 | $0.00 | $0.00 |
DisclosureSEC source: 0002078580-26-000015 · form4-09172026_080935.xml · nonDerivative · entry 1 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 716,912 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 17, 2026 Filed Aug 19, 2026 20:07 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | SaleCommon Stock | 15,263 | $9.16 | $139,798.40 |
DisclosureSEC source: 0002078580-26-000011 · form4-08192026_080829.xml · nonDerivative · entry 1 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 696,525 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 |
| July 15, 2026 Filed Jul 17, 2026 20:22 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | SaleCommon Stock | 15,264 | $9.36 | $142,800.83 |
DisclosureSEC source: 0002078580-26-000008 · form4-07172026_080722.xml · nonDerivative · entry 1 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 711,788 F1 · kind: This transaction was executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 14, 2026. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.13 to $9.49 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 range set forth in this footnote. Read SEC document |
| June 17, 2026 Filed Jun 22, 2026 20:16 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | SaleCommon Stock | 39,810 | $8.46 | $336,601.51 |
DisclosureSEC source: 0002078580-26-000006 · form4-06222026_080651.xml · nonDerivative · entry 1 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 727,052 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 20:22 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 19,000 | $0.00 | $0.00 |
DisclosureSEC source: 0002078580-26-000004 · form4-06172026_080627.xml · derivative · entry 9 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 266,000 Underlying: Common Stock · 19,000 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. F8 · 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, 2026. 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 20:22 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 21,113 | $0.00 | $0.00 |
DisclosureSEC source: 0002078580-26-000004 · form4-06172026_080627.xml · derivative · entry 8 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 211,125 Underlying: Common Stock · 21,113 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 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, 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 20:22 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 20,388 | $0.00 | $0.00 |
DisclosureSEC source: 0002078580-26-000004 · form4-06172026_080627.xml · derivative · entry 7 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,325 Underlying: Common Stock · 20,388 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 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, 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 20:22 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 20,525 | $0.00 | $0.00 |
DisclosureSEC source: 0002078580-26-000004 · form4-06172026_080627.xml · derivative · entry 6 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,525 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 September, December, March, and June, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche vested on September 15, 2022. 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 20:22 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Tax withholdingCommon Stock | 43,716 | $8.80 | $384,700.80 |
DisclosureSEC source: 0002078580-26-000004 · form4-06172026_080627.xml · nonDerivative · entry 5 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 766,862 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 20:22 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 19,000 | $0.00 | $0.00 |
DisclosureSEC source: 0002078580-26-000004 · form4-06172026_080627.xml · nonDerivative · entry 4 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 810,578 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 20:22 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 21,113 | $0.00 | $0.00 |
DisclosureSEC source: 0002078580-26-000004 · form4-06172026_080627.xml · nonDerivative · entry 3 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 791,578 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 20:22 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 20,388 | $0.00 | $0.00 |
DisclosureSEC source: 0002078580-26-000004 · form4-06172026_080627.xml · nonDerivative · entry 2 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 770,465 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 20:22 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 20,525 | $0.00 | $0.00 |
DisclosureSEC source: 0002078580-26-000004 · form4-06172026_080627.xml · nonDerivative · entry 1 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 750,077 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 2,500 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 21:11 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Tax withholdingCommon Stock | 29,208 | $7.86 | $229,574.88 |
DisclosureSEC source: 0002078580-26-000002 · form4-03172026_090315.xml · nonDerivative · entry 5 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 727,052 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 21:11 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 19,000 | $0.00 | $0.00 |
DisclosureSEC source: 0002078580-26-000002 · form4-03172026_090315.xml · derivative · entry 9 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 285,000 Underlying: Common Stock · 19,000 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. 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 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, 2026. 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 21:11 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 21,112 | $0.00 | $0.00 |
DisclosureSEC source: 0002078580-26-000002 · form4-03172026_090315.xml · derivative · entry 8 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 232,238 Underlying: Common Stock · 21,112 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 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, 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 21:11 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 20,387 | $0.00 | $0.00 |
DisclosureSEC source: 0002078580-26-000002 · form4-03172026_090315.xml · derivative · entry 7 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,713 Underlying: Common Stock · 20,387 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, 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 21:11 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 20,525 | $0.00 | $0.00 |
DisclosureSEC source: 0002078580-26-000002 · form4-03172026_090315.xml · derivative · entry 6 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,525 Underlying: Common Stock · 20,525 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 September, December, March, and June, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche vested on September 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 21:11 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 19,000 | $0.00 | $0.00 |
DisclosureSEC source: 0002078580-26-000002 · form4-03172026_090315.xml · nonDerivative · entry 4 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 756,260 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 21:11 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 21,112 | $0.00 | $0.00 |
DisclosureSEC source: 0002078580-26-000002 · form4-03172026_090315.xml · nonDerivative · entry 3 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 737,260 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 21:11 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 20,387 | $0.00 | $0.00 |
DisclosureSEC source: 0002078580-26-000002 · form4-03172026_090315.xml · nonDerivative · entry 2 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 716,148 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 21:11 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 20,525 | $0.00 | $0.00 |
DisclosureSEC source: 0002078580-26-000002 · form4-03172026_090315.xml · nonDerivative · entry 1 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 695,761 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 23, 2025 Filed Dec 29, 2025 21:23 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionStock Option (Right to Buy) · Derivative | 52,083 | $0.00 Strike: $1.92 | $0.00 |
DisclosureSEC source: 0002078580-25-000008 · form4-12292025_091233.xml · derivative · entry 8 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,917 Underlying: Common Stock · 52,083 shares Expires 2029-10-29 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_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 September 17, 2023. Read SEC document |
| December 23, 2025 Filed Dec 29, 2025 21:23 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionStock Option (Right to Buy) · Derivative | 55,865 | $0.00 Strike: $1.79 | $0.00 |
DisclosureSEC source: 0002078580-25-000008 · form4-12292025_091233.xml · derivative · entry 7 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 194,135 Underlying: Common Stock · 55,865 shares Expires 2028-08-22 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_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 July 1, 2022. Read SEC document |
| December 23, 2025 Filed Dec 29, 2025 21:23 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionStock Option (Right to Buy) · Derivative | 37,453 | $0.00 Strike: $2.67 | $0.00 |
DisclosureSEC source: 0002078580-25-000008 · form4-12292025_091233.xml · derivative · entry 6 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,047 Underlying: Common Stock · 37,453 shares Expires 2027-02-09 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_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 January 1, 2021. Read SEC document |
| December 23, 2025 Filed Dec 29, 2025 21:23 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionStock Option (Right to Buy) · Derivative | 24,000 | $0.00 Strike: $2.45 | $0.00 |
DisclosureSEC source: 0002078580-25-000008 · form4-12292025_091233.xml · derivative · entry 5 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 24,000 shares Expires 2026-08-10 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 · 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 July 1, 2020. Read SEC document |
| December 23, 2025 Filed Dec 29, 2025 21:23 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 52,083 | $1.92 | $99,999.36 |
DisclosureSEC source: 0002078580-25-000008 · form4-12292025_091233.xml · nonDerivative · entry 4 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 675,236 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 23, 2025 Filed Dec 29, 2025 21:23 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 55,865 | $1.79 | $99,998.35 |
DisclosureSEC source: 0002078580-25-000008 · form4-12292025_091233.xml · nonDerivative · entry 3 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 623,153 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 23, 2025 Filed Dec 29, 2025 21:23 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 37,453 | $2.67 | $99,999.51 |
DisclosureSEC source: 0002078580-25-000008 · form4-12292025_091233.xml · nonDerivative · entry 2 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 567,288 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 23, 2025 Filed Dec 29, 2025 21:23 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 24,000 | $2.45 | $58,800.00 |
DisclosureSEC source: 0002078580-25-000008 · form4-12292025_091233.xml · nonDerivative · entry 1 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 529,835 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 21:28 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 21,113 | $0.00 | $0.00 |
DisclosureSEC source: 0002078580-25-000006 · form4-12172025_091208.xml · derivative · entry 7 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 253,350 Underlying: Common Stock · 21,113 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 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, 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 21:28 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 20,388 | $0.00 | $0.00 |
DisclosureSEC source: 0002078580-25-000006 · form4-12172025_091208.xml · derivative · entry 6 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 163,100 Underlying: Common Stock · 20,388 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, 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 21:28 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 20,525 | $0.00 | $0.00 |
DisclosureSEC source: 0002078580-25-000006 · form4-12172025_091208.xml · derivative · entry 5 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,050 Underlying: Common Stock · 20,525 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 September, December, March, and June, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche vested on September 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 21:28 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Tax withholdingCommon Stock | 31,499 | $14.19 | $446,970.81 |
DisclosureSEC source: 0002078580-25-000006 · form4-12172025_091208.xml · nonDerivative · entry 4 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 505,835 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 21:28 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 21,113 | $0.00 | $0.00 |
DisclosureSEC source: 0002078580-25-000006 · form4-12172025_091208.xml · nonDerivative · entry 3 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 537,334 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 21:28 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 20,388 | $0.00 | $0.00 |
DisclosureSEC source: 0002078580-25-000006 · form4-12172025_091208.xml · nonDerivative · entry 2 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 516,221 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 21:28 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 20,525 | $0.00 | $0.00 |
DisclosureSEC source: 0002078580-25-000006 · form4-12172025_091208.xml · nonDerivative · entry 1 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 495,833 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 | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 167,290 | $0.00 | $0.00 |
DisclosureSEC source: 0002078580-25-000005 · form4-12162025_011204.xml · derivative · entry 13 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 167,290 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 and a service-based vesting requirement which was deemed satisfied as of the grant date, April 29, 2025. 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 01:30 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 63,337 | $0.00 | $0.00 |
DisclosureSEC source: 0002078580-25-000005 · form4-12162025_011204.xml · derivative · entry 12 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 274,463 Underlying: Common Stock · 63,337 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, 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 01:30 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 142,712 | $0.00 | $0.00 |
DisclosureSEC source: 0002078580-25-000005 · form4-12162025_011204.xml · derivative · entry 11 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 183,488 Underlying: Common Stock · 142,712 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, 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 01:30 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 95,785 | $0.00 | $0.00 |
DisclosureSEC source: 0002078580-25-000005 · form4-12162025_011204.xml · derivative · entry 10 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 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. 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 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 01:30 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 266,825 | $0.00 | $0.00 |
DisclosureSEC source: 0002078580-25-000005 · form4-12162025_011204.xml · derivative · entry 9 Wetterwald Julien · CIK 0002078580 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,575 Underlying: Common Stock · 266,825 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 or vests as to 1/16 of the total award quarterly on the fifteenth calendar day of September, December, March, and June, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche time-vested on September 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.