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 |
|---|---|---|---|---|---|---|
| December 15, 2025 Filed Dec 17, 2025 21:21 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 79,181 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-25-000007 · form4-12172025_091227.xml · nonDerivative · entry 2 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,636,694 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 / conversionCommon Stock | 76,462 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-25-000007 · form4-12172025_091227.xml · nonDerivative · entry 1 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,557,513 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 Mar 17, 2026 21:04 UTC Amendment | WEALTHFRONT CORP WLTH · Entity 4762 | Tax withholdingCommon Stock | 115,872 | $14.19 | $1,644,223.68 |
DisclosureSEC source: 0002082564-26-000004 · form4a-03172026_090320.xml · nonDerivative · entry 1 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,470,816 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 11, 2025 Filed Dec 16, 2025 01:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionStock Option (Right to Buy) · Derivative | 25,000 | $0.00 Strike: $2.67 | $0.00 |
DisclosureSEC source: 0002082564-25-000005 · form4-12162025_011231.xml · derivative · entry 36 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 · 25,000 shares Expires 2026-12-01 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. F23 · derivative.exercise_date: The option is fully vested. Pursuant to the terms of the reporting person's spouse's award agreement with the Issuer, the award became fully vested on October 24, 2020. F3 · ownership.nature: The reported securities are directly held by the reporting person's spouse. Read SEC document |
| December 11, 2025 Filed Dec 16, 2025 01:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionStock Option (Right to Buy) · Derivative | 45,000 | $0.00 Strike: $2.45 | $0.00 |
DisclosureSEC source: 0002082564-25-000005 · form4-12162025_011231.xml · derivative · entry 35 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 · 45,000 shares Expires 2026-09-28 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. F22 · derivative.exercise_date: The option is fully vested. Pursuant to the terms of the reporting person's spouse's award agreement with the Issuer, the award became fully vested on August 15, 2020. F3 · ownership.nature: The reported securities are directly held by the reporting person's spouse. Read SEC document |
| December 11, 2025 Filed Dec 16, 2025 01:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 35,919 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-25-000005 · form4-12162025_011231.xml · derivative · entry 34 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 · 35,919 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. F21 · 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 spouse's continued service to the Issuer on each vesting date, with the first tranche time-vested on March 15, 2023. Although the award ceased vesting following the reporting person's spouse's separation from service to the issuer, the entire outstanding portion of the award was settled for shares of the Issuer's Common Stock in connection with the IPO. F8 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. F3 · ownership.nature: The reported securities are directly held by the reporting person's spouse. Read SEC document |
| December 11, 2025 Filed Dec 16, 2025 01:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 143,000 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-25-000005 · form4-12162025_011231.xml · derivative · entry 33 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 · 143,000 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. F10 · derivative.exercise_date: The award was granted subject to a performance-based vesting condition which was satisfied in connection with the IPO and a service-based vesting requirement which was deemed satisfied as of the grant date, November 22, 2022. The entire award was settled for shares of the Issuer's Common Stock in connection with the IPO. F8 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. F3 · ownership.nature: The reported securities are directly held by the reporting person's spouse. Read SEC document |
| December 11, 2025 Filed Dec 16, 2025 01:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionStock Option (Right to Buy) · Derivative | 162,784 | $0.00 Strike: $1.50 | $0.00 |
DisclosureSEC source: 0002082564-25-000005 · form4-12162025_011231.xml · derivative · entry 32 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,658 Underlying: Common Stock · 162,784 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. F20 · 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 December 27, 2021. Read SEC document |
| December 11, 2025 Filed Dec 16, 2025 01:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionStock Option (Right to Buy) · Derivative | 242,000 | $0.00 Strike: $1.67 | $0.00 |
DisclosureSEC source: 0002082564-25-000005 · form4-12162025_011231.xml · derivative · entry 31 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 242,000 shares Expires 2027-10-17 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. F19 · 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 17, 2021. Read SEC document |
| December 11, 2025 Filed Dec 16, 2025 01:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionStock Option (Right to Buy) · Derivative | 220,000 | $0.00 Strike: $2.45 | $0.00 |
DisclosureSEC source: 0002082564-25-000005 · form4-12162025_011231.xml · derivative · entry 30 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 220,000 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. F18 · 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 |
| December 11, 2025 Filed Dec 16, 2025 01:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 141,600 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-25-000005 · form4-12162025_011231.xml · derivative · entry 29 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 141,600 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. F17 · derivative.exercise_date: The award was granted subject to a performance-based vesting condition which was satisfied in connection with the IPO and a service-based vesting requirement which was deemed satisfied as of the grant date, July 14, 2025. The entire award was settled for shares of the Issuer's Common Stock in connection with the IPO. F8 · 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 01:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 119,062 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-25-000005 · form4-12162025_011231.xml · derivative · entry 28 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 833,438 Underlying: Common Stock · 119,062 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. F16 · 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 1/16 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. F8 · 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 01:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 176,560 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-25-000005 · form4-12162025_011231.xml · derivative · entry 27 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 176,560 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. F15 · derivative.exercise_date: The award was granted subject to a performance-based vesting condition which was satisfied in connection with the IPO and a service-based vesting requirement which was deemed satisfied as of the grant date, October 21, 2024. The entire award was settled for shares of the Issuer's Common Stock in connection with the IPO. F8 · 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 01:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 475,087 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-25-000005 · form4-12162025_011231.xml · derivative · entry 26 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 791,813 Underlying: Common Stock · 475,087 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. F14 · 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 1/16 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. F8 · 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 01:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 253,521 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-25-000005 · form4-12162025_011231.xml · derivative · entry 25 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 253,521 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. F13 · derivative.exercise_date: The award was granted subject to a performance-based vesting condition which was satisfied in connection with the IPO and a service-based vesting requirement which was deemed satisfied as of the grant date, August 4, 2023. The entire award was settled for shares of the Issuer's Common Stock in connection with the IPO. F8 · 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 01:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 764,625 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-25-000005 · form4-12162025_011231.xml · derivative · entry 24 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 458,775 Underlying: Common Stock · 764,625 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. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. F12 · 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. F8 · 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 01:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 599,200 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-25-000005 · form4-12162025_011231.xml · derivative · entry 23 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 599,200 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. F11 · derivative.exercise_date: The award was granted subject to a performance-based vesting condition which was satisfied in connection with the IPO and a service-based vesting requirement which was deemed satisfied as of the grant date, January 25, 2023. The entire award was settled for shares of the Issuer's Common Stock in connection with the IPO. F8 · 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 01:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 383,519 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-25-000005 · form4-12162025_011231.xml · derivative · entry 22 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 383,519 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. F10 · derivative.exercise_date: The award was granted subject to a performance-based vesting condition which was satisfied in connection with the IPO and a service-based vesting requirement which was deemed satisfied as of the grant date, November 22, 2022. The entire award was settled for shares of the Issuer's Common Stock in connection with the IPO. F8 · 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 01:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 95,880 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-25-000005 · form4-12162025_011231.xml · derivative · entry 21 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 95,880 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 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. F8 · 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 01:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | SaleCommon Stock | 95,416 | $14.00 | $1,335,824.00 |
DisclosureSEC source: 0002082564-25-000005 · form4-12162025_011231.xml · nonDerivative · entry 19 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 153,503 F2 · kind: The reported sale transaction was undertaken as part of the Issuer's secondary offering, which occurred in conjunction with its initial public offering ("IPO"). F3 · ownership.nature: The reported securities are directly held by the reporting person's spouse. Read SEC document |
| December 11, 2025 Filed Dec 16, 2025 01:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 25,000 | $2.67 | $66,750.00 |
DisclosureSEC source: 0002082564-25-000005 · form4-12162025_011231.xml · nonDerivative · entry 18 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 248,919 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 · ownership.nature: The reported securities are directly held by the reporting person's spouse. Read SEC document |
| December 11, 2025 Filed Dec 16, 2025 01:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 45,000 | $2.45 | $110,250.00 |
DisclosureSEC source: 0002082564-25-000005 · form4-12162025_011231.xml · nonDerivative · entry 17 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 223,919 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 · ownership.nature: The reported securities are directly held by the reporting person's spouse. Read SEC document |
| December 11, 2025 Filed Dec 16, 2025 01:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 35,919 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-25-000005 · form4-12162025_011231.xml · nonDerivative · entry 16 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 178,919 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 · ownership.nature: The reported securities are directly held by the reporting person's spouse. Read SEC document |
| December 11, 2025 Filed Dec 16, 2025 01:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 143,000 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-25-000005 · form4-12162025_011231.xml · nonDerivative · entry 15 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 143,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · ownership.nature: The reported securities are directly held by the reporting person's spouse. Read SEC document |
| December 11, 2025 Filed Dec 16, 2025 01:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | SaleCommon Stock | 765,154 | $14.00 | $10,712,156.00 |
DisclosureSEC source: 0002082564-25-000005 · form4-12162025_011231.xml · nonDerivative · entry 14 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,481,051 F2 · kind: The reported sale transaction was undertaken as part of 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 01:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 162,784 | $1.50 | $244,176.00 |
DisclosureSEC source: 0002082564-25-000005 · form4-12162025_011231.xml · nonDerivative · entry 13 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,246,205 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 01:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 242,000 | $1.67 | $404,140.00 |
DisclosureSEC source: 0002082564-25-000005 · form4-12162025_011231.xml · nonDerivative · entry 12 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,083,421 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 01:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 220,000 | $2.45 | $539,000.00 |
DisclosureSEC source: 0002082564-25-000005 · form4-12162025_011231.xml · nonDerivative · entry 11 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,841,421 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 01:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Tax withholdingCommon Stock | 1,528,003 | $14.00 | $21,392,042.00 |
DisclosureSEC source: 0002082564-25-000005 · form4-12162025_011231.xml · nonDerivative · entry 10 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,621,421 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 11, 2025 Filed Dec 16, 2025 01:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 141,600 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-25-000005 · form4-12162025_011231.xml · nonDerivative · entry 9 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,149,424 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 01:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 119,062 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-25-000005 · form4-12162025_011231.xml · nonDerivative · entry 8 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,007,824 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 01:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 176,560 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-25-000005 · form4-12162025_011231.xml · nonDerivative · entry 7 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,888,762 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 01:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 475,087 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-25-000005 · form4-12162025_011231.xml · nonDerivative · entry 6 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,712,202 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 01:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 253,521 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-25-000005 · form4-12162025_011231.xml · nonDerivative · entry 5 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,237,115 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 01:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 764,625 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-25-000005 · form4-12162025_011231.xml · nonDerivative · entry 4 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,983,594 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 01:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 599,200 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-25-000005 · form4-12162025_011231.xml · nonDerivative · entry 3 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,218,969 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 01:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 383,519 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-25-000005 · form4-12162025_011231.xml · nonDerivative · entry 2 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 619,769 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 01:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 95,880 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-25-000005 · form4-12162025_011231.xml · nonDerivative · entry 1 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 236,250 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 29, 2025 21:27 UTC Amendment | WEALTHFRONT CORP WLTH · Entity 4762 | Tax withholdingCommon Stock | 91,507 | $14.00 | $1,281,098.00 |
DisclosureSEC source: 0002082564-25-000011 · form4a-12292025_091257.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: 61,996 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 11, 2025 Filed Mar 17, 2026 21:05 UTC Amendment | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionStock Option (Right to Buy) · Derivative | 186,442 | $0.00 Strike: $1.50 | $0.00 |
DisclosureSEC source: 0002082564-26-000005 · form4a-03172026_090308.xml · derivative · entry 6 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 186,442 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. 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 December 27, 2021. Read SEC document |
| December 11, 2025 Filed Mar 17, 2026 21:05 UTC Amendment | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionStock Option (Right to Buy) · Derivative | 179,184 | $0.00 Strike: $2.45 | $0.00 |
DisclosureSEC source: 0002082564-26-000005 · form4a-03172026_090308.xml · derivative · entry 5 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,816 Underlying: Common Stock · 179,184 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. 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 23, 2020. Read SEC document |
| December 11, 2025 Filed Mar 17, 2026 21:05 UTC Amendment | WEALTHFRONT CORP WLTH · Entity 4762 | SaleCommon Stock | 765,154 | $14.00 | $10,712,156.00 |
DisclosureSEC source: 0002082564-26-000005 · form4a-03172026_090308.xml · nonDerivative · entry 4 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,371,514 F2 · kind: The reported sale transaction was undertaken as part of the Issuer's secondary offering, which occurred in conjunction with its initial public offering ("IPO"). Read SEC document |
| December 11, 2025 Filed Mar 17, 2026 21:05 UTC Amendment | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 186,442 | $1.50 | $279,663.00 |
DisclosureSEC source: 0002082564-26-000005 · form4a-03172026_090308.xml · nonDerivative · entry 3 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,136,668 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 Mar 17, 2026 21:05 UTC Amendment | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 179,184 | $2.45 | $439,000.80 |
DisclosureSEC source: 0002082564-26-000005 · form4a-03172026_090308.xml · nonDerivative · entry 2 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,708,226 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 Mar 17, 2026 21:05 UTC Amendment | WEALTHFRONT CORP WLTH · Entity 4762 | Tax withholdingCommon Stock | 1,620,382 | $14.00 | $22,685,348.00 |
DisclosureSEC source: 0002082564-26-000005 · form4a-03172026_090308.xml · nonDerivative · entry 1 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,529,042 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 |
| July 14, 2025 Filed Dec 16, 2025 01:19 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | GrantRestricted Stock Units · Derivative | 141,600 | $0.00 | $0.00 |
DisclosureSEC source: 0002082564-25-000005 · form4-12162025_011231.xml · derivative · entry 20 Fortunato David · CIK 0002082564 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,600 Underlying: Common Stock · 141,600 shares Expires not disclosed 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 · date: The transaction occurred prior to the Issuer's registration of a class of equity securities under Section 12 of the Securities Exchange Act of 1934, as amended, in connection with the IPO, and the transaction is reported herein pursuant to Rule 16a-2(a). F6 · date: This restricted stock unit award represents an equity security previously reported on the reporting person's Form 3, which was acquired through an exempt transaction with the Issuer. F7 · derivative.exercise_date: The award was granted subject to a performance-based vesting condition which was satisfied in connection with the IPO and a service-based vesting requirement which was deemed satisfied as of the grant date, July 14, 2025. The entire award was settled for shares of the Issuer's Common Stock in connection with the IPO. F8 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.