Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WEALTHFRONT CORPWLTH · Entity 4762 | Director | July 06, 2026 | July 08, 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 July 06, 2026 · Filed July 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2026-07-07 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-07-06 · Sale · Disposed 8,504 · Balance 8,503 F1: This transaction was executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on April 6, 2026. F2: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.24 to $9.57 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. Row 2 · 2026-07-07 · Sale · Disposed 8,503 · Balance 0 F1: This transaction was executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on April 6, 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 April 6, 2026.
F2: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.24 to $9.57 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 |
|---|---|---|---|---|---|---|
| July 07, 2026 Filed Jul 8, 2026 20:08 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | SaleCommon Stock | 8,503 | $9.50 | $80,819.31 |
DisclosureSEC source: 0002082597-26-000007 · form4-07082026_080722.xml · nonDerivative · entry 2 Bisharat Jaleh · CIK 0002082597 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 F1 · kind: This transaction was executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on April 6, 2026. Read SEC document |
| July 06, 2026 Filed Jul 8, 2026 20:08 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | SaleCommon Stock | 8,504 | $9.39 | $79,825.35 |
DisclosureSEC source: 0002082597-26-000007 · form4-07082026_080722.xml · nonDerivative · entry 1 Bisharat Jaleh · CIK 0002082597 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,503 F1 · kind: This transaction was executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on April 6, 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 $9.24 to $9.57 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 23, 2026 Filed Jun 25, 2026 20:13 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | GrantRestricted Stock Units · Derivative | 19,446 | $0.00 | $0.00 |
DisclosureSEC source: 0002082597-26-000004 · form4-06252026_080612.xml · derivative · entry 1 Bisharat Jaleh · CIK 0002082597 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,446 Underlying: Common Stock · 19,446 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 entire award shall vest on the earlier to occur of: (i) the date of the next annual meeting of the Issuer's stockholders and (ii) the first anniversary of the grant date, in each case subject to the reporting person's continuous service through such date. 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 |
| March 15, 2026 Filed Mar 17, 2026 21:13 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 17,007 | $0.00 | $0.00 |
DisclosureSEC source: 0002082597-26-000002 · form4-03172026_090356.xml · derivative · entry 2 Bisharat Jaleh · CIK 0002082597 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,007 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. 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 vests in full on March 15, 2026, subject to the reporting person's continued service to the Issuer on the vesting date. 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 |
| March 15, 2026 Filed Mar 17, 2026 21:13 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 17,007 | $0.00 | $0.00 |
DisclosureSEC source: 0002082597-26-000002 · form4-03172026_090356.xml · nonDerivative · entry 1 Bisharat Jaleh · CIK 0002082597 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,007 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 01:31 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionStock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $2.91 | $0.00 |
DisclosureSEC source: 0002082597-25-000006 · form4-12162025_011235.xml · derivative · entry 3 Bisharat Jaleh · CIK 0002082597 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 290,000 Underlying: Common Stock · 10,000 shares Expires 2031-03-15 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 March 15, 2025. Read SEC document |
| December 11, 2025 Filed Dec 16, 2025 01:31 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | SaleCommon Stock | 10,000 | $14.00 | $140,000.00 |
DisclosureSEC source: 0002082597-25-000006 · form4-12162025_011235.xml · nonDerivative · entry 2 Bisharat Jaleh · CIK 0002082597 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · 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. Read SEC document |
| December 11, 2025 Filed Dec 16, 2025 01:31 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 10,000 | $2.91 | $29,100.00 |
DisclosureSEC source: 0002082597-25-000006 · form4-12162025_011235.xml · nonDerivative · entry 1 Bisharat Jaleh · CIK 0002082597 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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.