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 |
|---|---|---|---|---|---|---|
| December 11, 2025 Filed Dec 16, 2025 01:24 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 42,225 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-25-000006 · form4-12162025_011226.xml · nonDerivative · entry 5 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 599,835 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 11, 2025 Filed Dec 16, 2025 01:24 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 122,325 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-25-000006 · form4-12162025_011226.xml · nonDerivative · entry 4 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 557,610 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 / conversionCommon Stock | 203,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-25-000006 · form4-12162025_011226.xml · nonDerivative · entry 3 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 435,285 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 / conversionCommon Stock | 135,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-25-000006 · form4-12162025_011226.xml · nonDerivative · entry 2 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 231,410 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 / conversionCommon Stock | 95,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001497487-25-000006 · form4-12162025_011226.xml · nonDerivative · entry 1 IYER KAL · CIK 0001497487 · VP, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,785 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.