Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WEALTHFRONT CORPWLTH · Entity 4762 | Director · CEO and President | 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 | 1,938,525 |
Reported balance
After 2026-09-17 transaction · row 1
1 source rowRow 1 · 2026-09-17 · Sale · Disposed 50,000 · Balance 1,938,525 F1: This transaction was executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person and his spouse on June 17, 2026. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 281,807 |
Reported balance
After 2026-09-17 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-09-17 · Sale · Disposed 50,000 · Balance 281,807 F1: This transaction was executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person and his spouse on June 17, 2026. F2: The reported securities are directly held by the reporting person's spouse. |
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 and his spouse on June 17, 2026.
F2: The reported securities are directly held by the reporting person's spouse.
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 20:16 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | SaleCommon Stock | 50,000 | $10.14 | $507,190.00 |
DisclosureSEC source: 0002082564-26-000016 · form4-09182026_080940.xml · nonDerivative · entry 2 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: Plan reported Ownership: Indirect · By Spouse Disclosed balance after: 281,807 F1 · kind: This transaction was executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person and his spouse on June 17, 2026. F2 · ownership.nature: The reported securities are directly held by the reporting person's spouse. Read SEC document |
| September 17, 2026 Filed Sep 18, 2026 20:16 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | SaleCommon Stock | 50,000 | $10.14 | $507,190.00 |
DisclosureSEC source: 0002082564-26-000016 · form4-09182026_080940.xml · nonDerivative · entry 1 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,938,525 F1 · kind: This transaction was executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person and his spouse on June 17, 2026. Read SEC document |
| September 16, 2026 Filed Sep 17, 2026 20:15 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | SaleCommon Stock | 28,914 | $10.19 | $294,662.57 |
DisclosureSEC source: 0002082564-26-000014 · form4-09172026_080955.xml · nonDerivative · entry 5 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,988,525 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 20:15 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 59,531 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-26-000014 · form4-09172026_080955.xml · derivative · entry 9 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 595,313 Underlying: Common Stock · 59,531 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. F5 · 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, 2025. 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 |
| September 15, 2026 Filed Sep 17, 2026 20:15 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 79,181 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-26-000014 · form4-09172026_080955.xml · derivative · entry 8 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 475,088 Underlying: Common Stock · 79,181 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. F5 · 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, 2024. 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 |
| September 15, 2026 Filed Sep 17, 2026 20:15 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 76,463 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-26-000014 · form4-09172026_080955.xml · derivative · entry 7 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 152,925 Underlying: Common Stock · 76,463 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. F5 · 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, 2023. 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 |
| September 15, 2026 Filed Sep 17, 2026 20:15 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | SaleCommon Stock | 93,289 | $10.73 | $1,001,028.29 |
DisclosureSEC source: 0002082564-26-000014 · form4-09172026_080955.xml · nonDerivative · entry 4 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,017,439 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 20:15 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 59,531 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-26-000014 · form4-09172026_080955.xml · nonDerivative · entry 3 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,110,728 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 20:15 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 79,181 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-26-000014 · form4-09172026_080955.xml · nonDerivative · entry 2 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,051,197 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 20:15 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 76,463 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-26-000014 · form4-09172026_080955.xml · nonDerivative · entry 1 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,972,016 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 11, 2026 Filed Sep 15, 2026 21:03 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionStock Option (Right to Buy) · Derivative | 106,250 | $0.00 Strike: $1.39 | $0.00 |
DisclosureSEC source: 0001168404-26-000048 · form4-09152026_090904.xml · derivative · entry 12 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 0 Underlying: Common Stock · 106,250 shares Expires 2031-01-14 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. F6 · derivative.exercise_date: The option is fully vested. The award became fully vested on November 1, 2023. F1 · ownership.nature: The reported securities are directly held by the reporting person's spouse. Read SEC document |
| September 11, 2026 Filed Sep 15, 2026 21:03 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionStock Option (Right to Buy) · Derivative | 150,000 | $0.00 Strike: $1.87 | $0.00 |
DisclosureSEC source: 0001168404-26-000048 · form4-09152026_090904.xml · derivative · entry 11 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 0 Underlying: Common Stock · 150,000 shares Expires 2029-07-17 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. F5 · derivative.exercise_date: The option is fully vested. The award became fully vested on July 1, 2023. F1 · ownership.nature: The reported securities are directly held by the reporting person's spouse. Read SEC document |
| September 11, 2026 Filed Sep 15, 2026 21:03 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionStock Option (Right to Buy) · Derivative | 400,000 | $0.00 Strike: $1.79 | $0.00 |
DisclosureSEC source: 0001168404-26-000048 · form4-09152026_090904.xml · derivative · entry 10 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 0 Underlying: Common Stock · 400,000 shares Expires 2028-12-19 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. The award became fully vested on January 1, 2023. F1 · ownership.nature: The reported securities are directly held by the reporting person's spouse. Read SEC document |
| September 11, 2026 Filed Sep 15, 2026 21:03 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionStock Option (Right to Buy) · Derivative | 8,998 | $0.00 Strike: $1.50 | $0.00 |
DisclosureSEC source: 0001168404-26-000048 · form4-09152026_090904.xml · derivative · entry 9 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 0 Underlying: Common Stock · 8,998 shares Expires 2028-02-13 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. The award became fully vested on December 27, 2021. F1 · ownership.nature: The reported securities are directly held by the reporting person's spouse. Read SEC document |
| September 11, 2026 Filed Sep 15, 2026 21:03 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionStock Option (Right to Buy) · Derivative | 40,000 | $0.00 Strike: $1.50 | $0.00 |
DisclosureSEC source: 0001168404-26-000048 · form4-09152026_090904.xml · derivative · entry 8 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 0 Underlying: Common Stock · 40,000 shares Expires 2028-02-13 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. The award became fully vested on January 1, 2022. F1 · ownership.nature: The reported securities are directly held by the reporting person's spouse. Read SEC document |
| September 11, 2026 Filed Sep 15, 2026 21:03 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Tax withholdingCommon Stock | 435,437 | $10.38 | $4,519,836.06 |
DisclosureSEC source: 0001168404-26-000048 · form4-09152026_090904.xml · nonDerivative · entry 6 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 331,807 F1 · ownership.nature: The reported securities are directly held by the reporting person's spouse. Read SEC document |
| September 11, 2026 Filed Sep 15, 2026 21:03 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 106,250 | $1.39 | $147,687.50 |
DisclosureSEC source: 0001168404-26-000048 · form4-09152026_090904.xml · nonDerivative · entry 5 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 767,244 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 · ownership.nature: The reported securities are directly held by the reporting person's spouse. Read SEC document |
| September 11, 2026 Filed Sep 15, 2026 21:03 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 150,000 | $1.87 | $280,500.00 |
DisclosureSEC source: 0001168404-26-000048 · form4-09152026_090904.xml · nonDerivative · entry 4 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 660,994 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 · ownership.nature: The reported securities are directly held by the reporting person's spouse. Read SEC document |
| September 11, 2026 Filed Sep 15, 2026 21:03 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 400,000 | $1.79 | $716,000.00 |
DisclosureSEC source: 0001168404-26-000048 · form4-09152026_090904.xml · nonDerivative · entry 3 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 510,994 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 · ownership.nature: The reported securities are directly held by the reporting person's spouse. Read SEC document |
| September 11, 2026 Filed Sep 15, 2026 21:03 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 8,998 | $1.50 | $13,497.00 |
DisclosureSEC source: 0001168404-26-000048 · form4-09152026_090904.xml · nonDerivative · entry 2 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 110,994 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 · ownership.nature: The reported securities are directly held by the reporting person's spouse. Read SEC document |
| September 11, 2026 Filed Sep 15, 2026 21:03 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 40,000 | $1.50 | $60,000.00 |
DisclosureSEC source: 0001168404-26-000048 · form4-09152026_090904.xml · nonDerivative · entry 1 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 101,996 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 · ownership.nature: The reported securities are directly held by the reporting person's spouse. Read SEC document |
| June 15, 2026 Filed Jun 17, 2026 20:13 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 59,531 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-26-000010 · form4-06172026_080637.xml · derivative · entry 8 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 654,844 Underlying: Common Stock · 59,531 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 20:13 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 79,181 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-26-000010 · form4-06172026_080637.xml · derivative · entry 7 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 554,269 Underlying: Common Stock · 79,181 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 20:13 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 76,462 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-26-000010 · form4-06172026_080637.xml · derivative · entry 6 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 229,388 Underlying: Common Stock · 76,462 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 20:13 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Tax withholdingCommon Stock | 116,088 | $8.80 | $1,021,574.40 |
DisclosureSEC source: 0002082564-26-000010 · form4-06172026_080637.xml · nonDerivative · entry 4 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,895,553 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 20:13 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 59,531 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-26-000010 · form4-06172026_080637.xml · nonDerivative · entry 3 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,011,641 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 20:13 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 79,181 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-26-000010 · form4-06172026_080637.xml · nonDerivative · entry 2 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,952,110 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 20:13 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 76,462 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-26-000010 · form4-06172026_080637.xml · nonDerivative · entry 1 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,872,929 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 20, 2026 Filed Mar 24, 2026 20:25 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionStock Option (Right to Buy) · Derivative | 40,816 | $0.00 Strike: $2.45 | $0.00 |
DisclosureSEC source: 0002082564-26-000008 · form4-03242026_080300.xml · derivative · entry 3 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 40,816 shares Expires 2026-05-26 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 May 23, 2020. Read SEC document |
| March 20, 2026 Filed Mar 24, 2026 20:25 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 40,816 | $2.45 | $99,999.20 |
DisclosureSEC source: 0002082564-26-000008 · form4-03242026_080300.xml · nonDerivative · entry 1 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,796,467 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 21:05 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Tax withholdingCommon Stock | 121,322 | $7.86 | $953,590.92 |
DisclosureSEC source: 0002082564-26-000006 · form4-03172026_090349.xml · nonDerivative · entry 5 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,755,651 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 21:05 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 59,532 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-26-000006 · form4-03172026_090349.xml · derivative · entry 10 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 714,375 Underlying: Common Stock · 59,532 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 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 |
| March 15, 2026 Filed Mar 17, 2026 21:05 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 79,182 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-26-000006 · form4-03172026_090349.xml · derivative · entry 9 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 633,450 Underlying: Common Stock · 79,182 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, 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 |
| March 15, 2026 Filed Mar 17, 2026 21:05 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 76,463 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-26-000006 · form4-03172026_090349.xml · derivative · entry 8 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 305,850 Underlying: Common Stock · 76,463 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, 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 |
| March 15, 2026 Filed Mar 17, 2026 21:05 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 9,698 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-26-000006 · form4-03172026_090349.xml · derivative · entry 7 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,698 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 vests in full on March 15, 2026, subject to the reporting person's continued service to the Issuer on the vesting date. 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 |
| March 15, 2026 Filed Mar 17, 2026 21:05 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 59,532 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-26-000006 · form4-03172026_090349.xml · nonDerivative · entry 4 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,876,973 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 21:05 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 79,182 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-26-000006 · form4-03172026_090349.xml · nonDerivative · entry 3 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,817,441 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 21:05 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 76,463 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-26-000006 · form4-03172026_090349.xml · nonDerivative · entry 2 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,738,259 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 21:05 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 9,698 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-26-000006 · form4-03172026_090349.xml · nonDerivative · entry 1 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,661,796 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 19, 2025 Filed Dec 23, 2025 23:36 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionStock Option (Right to Buy) · Derivative | 55,865 | $0.00 Strike: $1.79 | $0.00 |
DisclosureSEC source: 0002082564-25-000009 · form4-12232025_111218.xml · derivative · entry 7 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 576,135 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. 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 May 23, 2022. Read SEC document |
| December 19, 2025 Filed Dec 23, 2025 23:36 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionStock Option (Right to Buy) · Derivative | 53,475 | $0.00 Strike: $1.87 | $0.00 |
DisclosureSEC source: 0002082564-25-000009 · form4-12232025_111218.xml · derivative · entry 6 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,333,555 Underlying: Common Stock · 53,475 shares Expires 2029-05-13 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 May 14, 2023. Read SEC document |
| December 19, 2025 Filed Dec 23, 2025 23:36 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionStock Option (Right to Buy) · Derivative | 71,942 | $0.00 Strike: $1.39 | $0.00 |
DisclosureSEC source: 0002082564-25-000009 · form4-12232025_111218.xml · derivative · entry 5 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,828,058 Underlying: Common Stock · 71,942 shares Expires 2030-08-26 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 October 15, 2024. Read SEC document |
| December 19, 2025 Filed Dec 23, 2025 23:36 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 55,865 | $1.79 | $99,998.35 |
DisclosureSEC source: 0002082564-25-000009 · form4-12232025_111218.xml · nonDerivative · entry 3 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,768,240 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 19, 2025 Filed Dec 23, 2025 23:36 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 53,475 | $1.87 | $99,998.25 |
DisclosureSEC source: 0002082564-25-000009 · form4-12232025_111218.xml · nonDerivative · entry 2 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,712,375 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 19, 2025 Filed Dec 23, 2025 23:36 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 71,942 | $1.39 | $99,999.38 |
DisclosureSEC source: 0002082564-25-000009 · form4-12232025_111218.xml · nonDerivative · entry 1 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,658,900 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 21:21 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 59,531 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-25-000007 · form4-12172025_091227.xml · derivative · entry 8 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 773,907 Underlying: Common Stock · 59,531 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 |
| December 15, 2025 Filed Dec 17, 2025 21:21 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 79,181 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-25-000007 · form4-12172025_091227.xml · derivative · entry 7 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 712,632 Underlying: Common Stock · 79,181 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 |
| December 15, 2025 Filed Dec 17, 2025 21:21 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 76,462 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-25-000007 · form4-12172025_091227.xml · derivative · entry 6 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 382,313 Underlying: Common Stock · 76,462 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 |
| December 15, 2025 Filed Dec 17, 2025 21:21 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Tax withholdingCommon Stock | 109,267 | $14.19 | $1,550,498.73 |
DisclosureSEC source: 0002082564-25-000007 · form4-12172025_091227.xml · nonDerivative · entry 4 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,586,958 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 21:21 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 59,531 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-25-000007 · form4-12172025_091227.xml · nonDerivative · entry 3 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,696,225 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.