Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WEALTHFRONT CORPWLTH · Entity 4762 | VP, Engineering | 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 | 232,494 |
Reported balance
After 2026-09-17 transaction · row 1
1 source rowRow 1 · 2026-09-17 · Sale · Disposed 26,738 · Balance 232,494 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 $9.985 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 $9.985 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 20:20 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | SaleCommon Stock | 26,738 | $10.11 | $270,198.19 |
DisclosureSEC source: 0001497487-26-000012 · form4-09182026_080941.xml · nonDerivative · entry 1 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 232,494 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 $9.985 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 20:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | SaleCommon Stock | 10,408 | $10.19 | $106,067.93 |
DisclosureSEC source: 0001497487-26-000010 · form4-09172026_080933.xml · nonDerivative · entry 6 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 259,232 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 20:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 15,563 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-26-000010 · form4-09172026_080933.xml · derivative · entry 10 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 217,875 Underlying: Common Stock · 15,563 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 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, 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 20:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 21,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-26-000010 · form4-09172026_080933.xml · derivative · entry 9 IYER KAL · CIK 0001497487 · VP, Engineering 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. 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 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, 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 20:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 20,388 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-26-000010 · form4-09172026_080933.xml · derivative · entry 8 IYER KAL · CIK 0001497487 · VP, Engineering 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. 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 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, 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 20:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 20,388 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-26-000010 · form4-09172026_080933.xml · derivative · entry 7 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,775 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. 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 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, 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 20:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | SaleCommon Stock | 33,583 | $10.73 | $360,359.02 |
DisclosureSEC source: 0001497487-26-000010 · form4-09172026_080933.xml · nonDerivative · entry 5 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 269,640 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 20:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 15,563 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-26-000010 · form4-09172026_080933.xml · nonDerivative · entry 4 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 303,223 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 20:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 21,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-26-000010 · form4-09172026_080933.xml · nonDerivative · entry 3 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 287,660 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 20:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 20,388 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-26-000010 · form4-09172026_080933.xml · nonDerivative · entry 2 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 266,547 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 20:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 20,388 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-26-000010 · form4-09172026_080933.xml · nonDerivative · entry 1 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 246,159 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 17, 2026 Filed Jun 22, 2026 20:13 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | SaleCommon Stock | 28,498 | $8.46 | $241,016.14 |
DisclosureSEC source: 0001497487-26-000006 · form4-06222026_080633.xml · nonDerivative · entry 1 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 225,771 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 $8.32 to $8.64 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 15, 2026 Filed Jun 17, 2026 20:17 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 15,562 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-26-000004 · form4-06172026_080652.xml · derivative · entry 11 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 233,438 Underlying: Common Stock · 15,562 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 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, 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 20:17 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 21,112 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-26-000004 · form4-06172026_080652.xml · derivative · entry 9 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: Plan reported 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. 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 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, 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 20:17 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 20,387 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-26-000004 · form4-06172026_080652.xml · derivative · entry 8 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: Plan reported 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. 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 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, 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 20:17 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 20,387 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-26-000004 · form4-06172026_080652.xml · derivative · entry 7 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 61,163 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. 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 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, 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 20:17 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | SaleCommon Stock | 45,772 | $8.92 | $408,208.43 |
DisclosureSEC source: 0001497487-26-000004 · form4-06172026_080652.xml · nonDerivative · entry 6 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 254,269 F2 · 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 20:17 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Tax withholdingCommon Stock | 41,784 | $8.80 | $367,699.20 |
DisclosureSEC source: 0001497487-26-000004 · form4-06172026_080652.xml · nonDerivative · entry 5 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 300,041 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 |
| June 15, 2026 Filed Jun 17, 2026 20:17 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 15,562 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-26-000004 · form4-06172026_080652.xml · nonDerivative · entry 4 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 341,825 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 20:17 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 21,112 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-26-000004 · form4-06172026_080652.xml · nonDerivative · entry 3 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 326,263 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 20:17 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 20,387 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-26-000004 · form4-06172026_080652.xml · nonDerivative · entry 2 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 305,151 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 20:17 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 20,387 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-26-000004 · form4-06172026_080652.xml · nonDerivative · entry 1 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 284,764 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 16, 2026 Filed Mar 17, 2026 21:09 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Tax withholdingCommon Stock | 25,805 | $7.86 | $202,827.30 |
DisclosureSEC source: 0001497487-26-000002 · form4-03172026_090319.xml · nonDerivative · entry 5 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 264,377 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 21:09 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 21,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-26-000002 · form4-03172026_090319.xml · derivative · entry 9 IYER KAL · CIK 0001497487 · VP, Engineering 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. F7 · 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, 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 21:09 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 20,388 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-26-000002 · form4-03172026_090319.xml · derivative · entry 8 IYER KAL · CIK 0001497487 · VP, Engineering 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. F6 · 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, 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 21:09 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 20,388 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-26-000002 · form4-03172026_090319.xml · derivative · entry 7 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,550 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 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, 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 21:09 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 9,688 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-26-000002 · form4-03172026_090319.xml · derivative · entry 6 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,688 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. 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 21:09 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 21,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-26-000002 · form4-03172026_090319.xml · nonDerivative · entry 4 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 290,182 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 21:09 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 20,388 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-26-000002 · form4-03172026_090319.xml · nonDerivative · entry 3 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 269,069 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 21:09 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 20,388 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-26-000002 · form4-03172026_090319.xml · nonDerivative · entry 2 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 248,681 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 21:09 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 9,688 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-26-000002 · form4-03172026_090319.xml · nonDerivative · entry 1 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 228,293 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 30, 2025 Filed Jun 17, 2026 20:17 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | GrantRestricted Stock Units · Derivative | 249,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-26-000004 · form4-06172026_080652.xml · derivative · entry 10 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 249,000 Underlying: Common Stock · 249,000 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. F8 · kind: The December 30, 2025 award of restricted stock units to the reporting person was not previously reported on a Form 4 due to inadvertent administrative error. The grant is reported late on this Form 4, together with the initial vesting of the award. F9 · 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, 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 |
| December 23, 2025 Filed Dec 29, 2025 21:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionStock Option (Right to Buy) · Derivative | 55,865 | $0.00 Strike: $1.79 | $0.00 |
DisclosureSEC source: 0001497487-25-000010 · form4-12292025_091250.xml · derivative · entry 2 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 956,135 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. 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 June 25, 2022. Read SEC document |
| December 23, 2025 Filed Dec 29, 2025 21:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 55,865 | $1.79 | $99,998.35 |
DisclosureSEC source: 0001497487-25-000010 · form4-12292025_091250.xml · nonDerivative · entry 1 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 218,605 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 21:24 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 21,112 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-25-000008 · form4-12172025_091246.xml · derivative · entry 9 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 274,463 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. F7 · 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, 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 21:24 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 20,387 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-25-000008 · form4-12172025_091246.xml · derivative · entry 8 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 183,488 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. F6 · 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, 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 21:24 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 20,387 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-25-000008 · form4-12172025_091246.xml · derivative · entry 7 IYER KAL · CIK 0001497487 · VP, Engineering 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. 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 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, 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 21:24 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 9,687 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-25-000008 · form4-12172025_091246.xml · derivative · entry 6 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,688 Underlying: Common Stock · 9,687 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. 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 21:24 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Tax withholdingCommon Stock | 36,347 | $14.19 | $515,763.93 |
DisclosureSEC source: 0001497487-25-000008 · form4-12172025_091246.xml · nonDerivative · entry 5 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 162,740 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 21:24 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 21,112 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-25-000008 · form4-12172025_091246.xml · nonDerivative · entry 4 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 199,087 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 21:24 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 20,387 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-25-000008 · form4-12172025_091246.xml · nonDerivative · entry 3 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,975 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 21:24 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 20,387 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-25-000008 · form4-12172025_091246.xml · nonDerivative · entry 2 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 157,588 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 21:24 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 9,687 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-25-000008 · form4-12172025_091246.xml · nonDerivative · entry 1 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 137,201 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 01:24 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 42,225 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-25-000006 · form4-12162025_011226.xml · derivative · entry 12 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 295,575 Underlying: Common Stock · 42,225 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, 2025. Time-vested portions of the award were settled for shares of the Issuer's Common Stock in connection with the IPO. 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 |
| December 11, 2025 Filed Dec 16, 2025 01:24 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 122,325 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-25-000006 · form4-12162025_011226.xml · derivative · entry 11 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 203,875 Underlying: Common Stock · 122,325 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 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, 2024. Time-vested portions of the award were settled for shares of the Issuer's Common Stock in connection with the IPO. 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 |
| December 11, 2025 Filed Dec 16, 2025 01:24 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 203,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-25-000006 · form4-12162025_011226.xml · derivative · entry 10 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,325 Underlying: Common Stock · 203,875 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 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, 2023. Time-vested portions of the award were settled for shares of the Issuer's Common Stock in connection with the IPO. 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 |
| December 11, 2025 Filed Dec 16, 2025 01:24 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 135,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-25-000006 · form4-12162025_011226.xml · derivative · entry 9 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,375 Underlying: Common Stock · 135,625 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 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. 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 |
| December 11, 2025 Filed Dec 16, 2025 01:24 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 95,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-25-000006 · form4-12162025_011226.xml · derivative · entry 8 IYER KAL · CIK 0001497487 · VP, Engineering 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. F4 · 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. 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 |
| December 11, 2025 Filed Dec 16, 2025 01:24 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | SaleCommon Stock | 167,722 | $14.00 | $2,348,108.00 |
DisclosureSEC source: 0001497487-25-000006 · form4-12162025_011226.xml · nonDerivative · entry 7 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,514 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 01:24 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Tax withholdingCommon Stock | 304,599 | $14.00 | $4,264,386.00 |
DisclosureSEC source: 0001497487-25-000006 · form4-12162025_011226.xml · nonDerivative · entry 6 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 295,236 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.