Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WEALTHFRONT CORPWLTH · Entity 4762 | Director | September 15, 2026 | September 17, 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 15, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,377 |
Reported balance
After 2026-09-15 transaction · row 1
1 source rowRow 1 · 2026-09-15 · Exercise / conversion · Acquired 2,126 · Balance 6,377 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 27,637 |
Reported balance
After 2026-09-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-15 · Exercise / conversion · Disposed 2,126 · Balance 27,637 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. F2: 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. F3: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.
F2: 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.
F3: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.
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 15, 2026 Filed Sep 17, 2026 20:11 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 2,126 | $0.00 | $0.00 |
DisclosureSEC source: 0002091533-26-000008 · form4-09172026_080908.xml · derivative · entry 2 Schmidt Michael Reed · CIK 0002091533 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,637 Underlying: Common Stock · 2,126 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 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. 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 |
| September 15, 2026 Filed Sep 17, 2026 20:11 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 2,126 | $0.00 | $0.00 |
DisclosureSEC source: 0002091533-26-000008 · form4-09172026_080908.xml · nonDerivative · entry 1 Schmidt Michael Reed · CIK 0002091533 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,377 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 23, 2026 Filed Jun 25, 2026 20:18 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | GrantRestricted Stock Units · Derivative | 19,446 | $0.00 | $0.00 |
DisclosureSEC source: 0002091533-26-000006 · form4-06252026_080604.xml · derivative · entry 1 Schmidt Michael Reed · CIK 0002091533 · 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 |
| June 15, 2026 Filed Jun 17, 2026 20:25 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 2,126 | $0.00 | $0.00 |
DisclosureSEC source: 0002091533-26-000004 · form4-06172026_080612.xml · derivative · entry 2 Schmidt Michael Reed · CIK 0002091533 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,763 Underlying: Common Stock · 2,126 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 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. 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 15, 2026 Filed Jun 17, 2026 20:25 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 2,126 | $0.00 | $0.00 |
DisclosureSEC source: 0002091533-26-000004 · form4-06172026_080612.xml · nonDerivative · entry 1 Schmidt Michael Reed · CIK 0002091533 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,251 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 |
| March 15, 2026 Filed Mar 17, 2026 21:15 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 2,125 | $0.00 | $0.00 |
DisclosureSEC source: 0002091533-26-000002 · form4-03172026_090340.xml · derivative · entry 2 Schmidt Michael Reed · CIK 0002091533 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,889 Underlying: Common Stock · 2,125 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 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. 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 21:15 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 2,125 | $0.00 | $0.00 |
DisclosureSEC source: 0002091533-26-000002 · form4-03172026_090340.xml · nonDerivative · entry 1 Schmidt Michael Reed · CIK 0002091533 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,125 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 Mar 17, 2026 21:15 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | GrantRestricted Stock Units · Derivative | 34,014 | $0.00 | $0.00 |
DisclosureSEC source: 0002091533-26-000002 · form4-03172026_090340.xml · derivative · entry 3 Schmidt Michael Reed · CIK 0002091533 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,014 Underlying: Common Stock · 34,014 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. F4 · date: This 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 Issuer's initial public offering. The transaction is reported herein pursuant to Rule 16a-2(a). The reported transaction is an exempt transaction with the Issuer and this restricted stock unit award was previously reported on the reporting person's Form 3. F2 · 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. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.