Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WEALTHFRONT CORPWLTH · Entity 4762 | CFO and Treasurer | 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 | 396,970 |
Reported balance
After 2026-09-17 transaction · row 1
1 source rowRow 1 · 2026-09-17 · Sale · Disposed 76,540 · Balance 396,970 F1: This transaction was executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 12, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 12, 2026.
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 20:18 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | SaleCommon Stock | 76,540 | $10.10 | $773,314.24 |
DisclosureSEC source: 0002082642-26-000010 · form4-09182026_080906.xml · nonDerivative · entry 1 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 396,970 F1 · kind: This transaction was executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 12, 2026. Read SEC document |
| September 16, 2026 Filed Sep 17, 2026 20:17 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | SaleCommon Stock | 6,292 | $10.19 | $64,121.77 |
DisclosureSEC source: 0002082642-26-000008 · form4-09172026_080943.xml · nonDerivative · entry 5 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 473,510 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 20:17 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 17,762 | $0.00 | $0.00 |
DisclosureSEC source: 0002082642-26-000008 · form4-09172026_080943.xml · derivative · entry 8 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 230,913 Underlying: Common Stock · 17,762 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. F8 · derivative.exercise_date: The award vested or vests as to 1/16 of the total award quarterly on the fifteenth calendar day of March, June, September, and December, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche vested on March 15, 2026. F6 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. Read SEC document |
| September 15, 2026 Filed Sep 17, 2026 20:17 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 23,625 | $0.00 | $0.00 |
DisclosureSEC source: 0002082642-26-000008 · form4-09172026_080943.xml · derivative · entry 7 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 212,625 Underlying: Common Stock · 23,625 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. F7 · derivative.exercise_date: The award vested or vests as to 1/16 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 vested on March 15, 2025. F6 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. Read SEC document |
| September 15, 2026 Filed Sep 17, 2026 20:17 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 22,812 | $0.00 | $0.00 |
DisclosureSEC source: 0002082642-26-000008 · form4-09172026_080943.xml · derivative · entry 6 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,063 Underlying: Common Stock · 22,812 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. F5 · derivative.exercise_date: The award vested or vests as to 1/16 of the total award quarterly on the fifteenth calendar day of March, June, September, and December, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche vested on March 15, 2024. F6 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. Read SEC document |
| September 15, 2026 Filed Sep 17, 2026 20:17 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | SaleCommon Stock | 20,304 | $10.73 | $217,870.04 |
DisclosureSEC source: 0002082642-26-000008 · form4-09172026_080943.xml · nonDerivative · entry 4 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 479,802 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 20:17 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 17,762 | $0.00 | $0.00 |
DisclosureSEC source: 0002082642-26-000008 · form4-09172026_080943.xml · nonDerivative · entry 3 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 500,106 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 20:17 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 23,625 | $0.00 | $0.00 |
DisclosureSEC source: 0002082642-26-000008 · form4-09172026_080943.xml · nonDerivative · entry 2 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 482,344 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 20:17 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 22,812 | $0.00 | $0.00 |
DisclosureSEC source: 0002082642-26-000008 · form4-09172026_080943.xml · nonDerivative · entry 1 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 458,719 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 20:15 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 17,763 | $0.00 | $0.00 |
DisclosureSEC source: 0002082642-26-000004 · form4-06172026_080646.xml · derivative · entry 7 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 248,675 Underlying: Common Stock · 17,763 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 March, June, September, and December, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche vested on March 15, 2026. F5 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. Read SEC document |
| June 15, 2026 Filed Jun 17, 2026 20:15 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 23,625 | $0.00 | $0.00 |
DisclosureSEC source: 0002082642-26-000004 · form4-06172026_080646.xml · derivative · entry 6 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 236,250 Underlying: Common Stock · 23,625 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. F6 · derivative.exercise_date: The award vested or vests as to 1/16 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 vested on March 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 20:15 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 22,813 | $0.00 | $0.00 |
DisclosureSEC source: 0002082642-26-000004 · form4-06172026_080646.xml · derivative · entry 5 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,875 Underlying: Common Stock · 22,813 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 March, June, September, and December, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche vested on March 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 20:15 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Tax withholdingCommon Stock | 25,264 | $8.80 | $222,323.20 |
DisclosureSEC source: 0002082642-26-000004 · form4-06172026_080646.xml · nonDerivative · entry 4 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 435,907 F2 · 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 20:15 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 17,763 | $0.00 | $0.00 |
DisclosureSEC source: 0002082642-26-000004 · form4-06172026_080646.xml · nonDerivative · entry 3 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 461,171 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 20:15 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 23,625 | $0.00 | $0.00 |
DisclosureSEC source: 0002082642-26-000004 · form4-06172026_080646.xml · nonDerivative · entry 2 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 443,408 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 20:15 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 22,813 | $0.00 | $0.00 |
DisclosureSEC source: 0002082642-26-000004 · form4-06172026_080646.xml · nonDerivative · entry 1 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 419,783 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 · balance_after: Includes 2,500 shares of Class A Common Stock acquired by the reporting person in one or more transactions with Issuer pursuant to its Employee Stock Purchase Plan, which transactions are exempt pursuant to Rules 16a3(f)(1)(i)(B) and 16b3(c). Read SEC document |
| March 16, 2026 Filed Mar 17, 2026 21:07 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Tax withholdingCommon Stock | 15,756 | $7.86 | $123,842.16 |
DisclosureSEC source: 0002082642-26-000002 · form4-03172026_090315.xml · nonDerivative · entry 4 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 394,470 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 21:07 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 17,762 | $0.00 | $0.00 |
DisclosureSEC source: 0002082642-26-000002 · form4-03172026_090315.xml · derivative · entry 7 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 266,438 Underlying: Common Stock · 17,762 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. F6 · derivative.exercise_date: The award vested or vests as to 1/16 of the total award quarterly on the fifteenth calendar day of March, June, September, and December, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche vested on March 15, 2026. F4 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 21:07 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 23,625 | $0.00 | $0.00 |
DisclosureSEC source: 0002082642-26-000002 · form4-03172026_090315.xml · derivative · entry 6 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 259,875 Underlying: Common Stock · 23,625 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. F5 · derivative.exercise_date: The award vested or vests as to 1/16 of the total award quarterly on the fifteenth calendar day of March, June, September, and December, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche vested on March 15, 2025. F4 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 21:07 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 22,812 | $0.00 | $0.00 |
DisclosureSEC source: 0002082642-26-000002 · form4-03172026_090315.xml · derivative · entry 5 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 159,688 Underlying: Common Stock · 22,812 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. F3 · derivative.exercise_date: The award vested or vests as to 1/16 of the total award quarterly on the fifteenth calendar day of March, June, September, and December, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche vested on March 15, 2024. F4 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 21:07 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 17,762 | $0.00 | $0.00 |
DisclosureSEC source: 0002082642-26-000002 · form4-03172026_090315.xml · nonDerivative · entry 3 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 410,226 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 |
| March 15, 2026 Filed Mar 17, 2026 21:07 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 23,625 | $0.00 | $0.00 |
DisclosureSEC source: 0002082642-26-000002 · form4-03172026_090315.xml · nonDerivative · entry 2 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 392,464 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 21:07 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 22,812 | $0.00 | $0.00 |
DisclosureSEC source: 0002082642-26-000002 · form4-03172026_090315.xml · nonDerivative · entry 1 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 368,839 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 22, 2025 Filed Dec 29, 2025 21:16 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionStock Option (Right to Buy) · Derivative | 3,015 | $0.00 Strike: $2.91 | $0.00 |
DisclosureSEC source: 0002082642-25-000009 · form4-12292025_091255.xml · derivative · entry 10 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 531,570 Underlying: Common Stock · 3,015 shares Expires 2031-03-30 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. Pursuant to the terms of the reporting person's award agreement with the Issuer, the award became fully vested on March 31, 2025. Read SEC document |
| December 22, 2025 Filed Dec 29, 2025 21:16 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionStock Option (Right to Buy) · Derivative | 53,475 | $0.00 Strike: $1.87 | $0.00 |
DisclosureSEC source: 0002082642-25-000009 · form4-12292025_091255.xml · derivative · entry 9 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,525 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. 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 14, 2023. Read SEC document |
| December 22, 2025 Filed Dec 29, 2025 21:16 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionStock Option (Right to Buy) · Derivative | 22,055 | $0.00 Strike: $1.79 | $0.00 |
DisclosureSEC source: 0002082642-25-000009 · form4-12292025_091255.xml · derivative · entry 8 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 137,945 Underlying: Common Stock · 22,055 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. 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 July 1, 2022. Read SEC document |
| December 22, 2025 Filed Dec 29, 2025 21:16 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionStock Option (Right to Buy) · Derivative | 37,453 | $0.00 Strike: $2.67 | $0.00 |
DisclosureSEC source: 0002082642-25-000009 · form4-12292025_091255.xml · derivative · entry 7 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,547 Underlying: Common Stock · 37,453 shares Expires 2027-02-09 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 January 1, 2021. Read SEC document |
| December 22, 2025 Filed Dec 29, 2025 21:16 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionStock Option (Right to Buy) · Derivative | 15,000 | $0.00 Strike: $2.45 | $0.00 |
DisclosureSEC source: 0002082642-25-000009 · form4-12292025_091255.xml · derivative · entry 6 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,000 shares Expires 2026-08-10 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The option is fully vested. Pursuant to the terms of the reporting person's award agreement with the Issuer, the award became fully vested on July 1, 2020. Read SEC document |
| December 22, 2025 Filed Dec 29, 2025 21:16 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 3,015 | $2.91 | $8,773.65 |
DisclosureSEC source: 0002082642-25-000009 · form4-12292025_091255.xml · nonDerivative · entry 5 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 346,027 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 22, 2025 Filed Dec 29, 2025 21:16 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 53,475 | $1.87 | $99,998.25 |
DisclosureSEC source: 0002082642-25-000009 · form4-12292025_091255.xml · nonDerivative · entry 4 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 343,012 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 22, 2025 Filed Dec 29, 2025 21:16 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 22,055 | $1.79 | $39,478.45 |
DisclosureSEC source: 0002082642-25-000009 · form4-12292025_091255.xml · nonDerivative · entry 3 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 289,537 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 22, 2025 Filed Dec 29, 2025 21:16 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 37,453 | $2.67 | $99,999.51 |
DisclosureSEC source: 0002082642-25-000009 · form4-12292025_091255.xml · nonDerivative · entry 2 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 267,482 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 22, 2025 Filed Dec 29, 2025 21:16 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 15,000 | $2.45 | $36,750.00 |
DisclosureSEC source: 0002082642-25-000009 · form4-12292025_091255.xml · nonDerivative · entry 1 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 230,029 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 21:23 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 23,625 | $0.00 | $0.00 |
DisclosureSEC source: 0002082642-25-000007 · form4-12172025_091208.xml · derivative · entry 5 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 283,500 Underlying: Common Stock · 23,625 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. F5 · derivative.exercise_date: The award vested or vests as to 1/16 of the total award quarterly on the fifteenth calendar day of March, June, September, and December, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche vested on March 15, 2025. F4 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 21:23 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 22,813 | $0.00 | $0.00 |
DisclosureSEC source: 0002082642-25-000007 · form4-12172025_091208.xml · derivative · entry 4 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 182,500 Underlying: Common Stock · 22,813 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. F3 · derivative.exercise_date: The award vested or vests as to 1/16 of the total award quarterly on the fifteenth calendar day of March, June, September, and December, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche vested on March 15, 2024. F4 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 21:23 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Tax withholdingCommon Stock | 18,274 | $14.19 | $259,308.06 |
DisclosureSEC source: 0002082642-25-000007 · form4-12172025_091208.xml · nonDerivative · entry 3 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 215,029 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 21:23 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 23,625 | $0.00 | $0.00 |
DisclosureSEC source: 0002082642-25-000007 · form4-12172025_091208.xml · nonDerivative · entry 2 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 233,303 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 21:23 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 22,813 | $0.00 | $0.00 |
DisclosureSEC source: 0002082642-25-000007 · form4-12172025_091208.xml · nonDerivative · entry 1 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 209,678 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 01:21 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 70,875 | $0.00 | $0.00 |
DisclosureSEC source: 0002082642-25-000005 · form4-12162025_011219.xml · derivative · entry 11 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 307,125 Underlying: Common Stock · 70,875 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · 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, 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 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, 2025. Time-vested portions of the award were settled for shares of the Issuer's Common Stock in connection with the IPO. 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 |
| December 11, 2025 Filed Dec 16, 2025 01:21 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 159,687 | $0.00 | $0.00 |
DisclosureSEC source: 0002082642-25-000005 · form4-12162025_011219.xml · derivative · entry 10 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 205,313 Underlying: Common Stock · 159,687 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 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 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, 2024. Time-vested portions of the award were settled for shares of the Issuer's Common Stock in connection with the IPO. 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 |
| December 11, 2025 Filed Dec 16, 2025 01:21 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionRestricted Stock Units · Derivative | 95,785 | $0.00 | $0.00 |
DisclosureSEC source: 0002082642-25-000005 · form4-12162025_011219.xml · derivative · entry 9 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 95,785 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 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. 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 |
| December 11, 2025 Filed Dec 16, 2025 01:21 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | SaleCommon Stock | 100,000 | $14.00 | $1,400,000.00 |
DisclosureSEC source: 0002082642-25-000005 · form4-12162025_011219.xml · nonDerivative · entry 6 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 186,865 F3 · kind: The reported sale transaction represents the reporting person's participation in the Issuer's secondary offering, which occurred in conjunction with the IPO. Read SEC document |
| December 11, 2025 Filed Dec 16, 2025 01:21 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Tax withholdingCommon Stock | 118,893 | $14.00 | $1,664,502.00 |
DisclosureSEC source: 0002082642-25-000005 · form4-12162025_011219.xml · nonDerivative · entry 5 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 286,865 F2 · 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 01:21 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 70,875 | $0.00 | $0.00 |
DisclosureSEC source: 0002082642-25-000005 · form4-12162025_011219.xml · nonDerivative · entry 4 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 405,758 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 01:21 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 159,687 | $0.00 | $0.00 |
DisclosureSEC source: 0002082642-25-000005 · form4-12162025_011219.xml · nonDerivative · entry 3 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 334,883 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 01:21 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 95,785 | $0.00 | $0.00 |
DisclosureSEC source: 0002082642-25-000005 · form4-12162025_011219.xml · nonDerivative · entry 2 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 175,196 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 |
| October 13, 2025 Filed Dec 16, 2025 01:21 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | GrantRestricted Stock Units · Derivative | 284,200 | $0.00 | $0.00 |
DisclosureSEC source: 0002082642-25-000005 · form4-12162025_011219.xml · derivative · entry 8 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 284,200 Underlying: Common Stock · 284,200 shares Expires not disclosed F5 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. F1 · 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 Issuer's initial public offering ("IPO"), and the transaction is reported herein pursuant to Rule 16a-2(a). The reported transaction is an exempt transaction with the Issuer. F6 · derivative.exercise_date: The award was granted subject to a performance-based vesting condition which was satisfied in connection with the Issuer's initial public offering, as well as a service-based vesting schedule. The award shall vest as to 1/16 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 vesting on March 15, 2026. 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 05, 2025 Filed Dec 16, 2025 01:21 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionStock Option (Right to Buy) · Derivative | 40,000 | $0.00 Strike: $2.45 | $0.00 |
DisclosureSEC source: 0002082642-25-000005 · form4-12162025_011219.xml · derivative · entry 7 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 40,000 shares Expires 2025-11-10 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 · 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 Issuer's initial public offering ("IPO"), and the transaction is reported herein pursuant to Rule 16a-2(a). The reported transaction is an exempt transaction with the Issuer. 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 October 26, 2019. Read SEC document |
| September 05, 2025 Filed Dec 16, 2025 01:21 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | Exercise / conversionCommon Stock | 40,000 | $2.45 | $98,000.00 |
DisclosureSEC source: 0002082642-25-000005 · form4-12162025_011219.xml · nonDerivative · entry 1 Imberman Alan · CIK 0002082642 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,411 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 · 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 Issuer's initial public offering ("IPO"), and the transaction is reported herein pursuant to Rule 16a-2(a). The reported transaction is an exempt transaction with the Issuer. 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.