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Fortunato David

Disclosed activity across 1 company

Tapewire entity
37151
SEC CIK
0002082564

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
WEALTHFRONT CORPWLTH · Entity 4762Director · CEO and PresidentSeptember 17, 2026September 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect1,938,525 Reported balance After 2026-09-17 transaction · row 1
1 source row

Row 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-derivativeIndirectBy Spouse281,807 Reported balance After 2026-09-17 transaction · row 2 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
December 15, 2025 Filed Dec 17, 2025 21:21 UTC WEALTHFRONT CORP WLTH · Entity 4762 Exercise / conversionCommon Stock 79,181 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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December 11, 2025 Filed Dec 16, 2025 01:19 UTC WEALTHFRONT CORP WLTH · Entity 4762 Exercise / conversionCommon Stock 141,600 $0.00 $0.00
Disclosure

SEC 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.

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December 11, 2025 Filed Dec 16, 2025 01:19 UTC WEALTHFRONT CORP WLTH · Entity 4762 Exercise / conversionCommon Stock 119,062 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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").

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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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.