organization · Reporting owner
DAG Ventures IV-QP, L.P.
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
WEALTHFRONT CORP
Report date December 15, 2025 · Filed December 17, 2025
Jointly reported with DAG Ventures Management IV, LLC, DAG Ventures IV, L.P., DAG Ventures IV-A, LLC, Cadeddu John J., Goodrich R. Thomas
Section 16 reporting ended · disclosed 2025-12-17. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy DAG Ventures IV, L.P. | 1,167,469 |
Reported balance
After 2025-12-15 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2025-12-15 · Conversion · Acquired 1,134,899 · Balance 1,167,469 F1: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F2: Securities are directly held by DAG Ventures IV, L.P. ("DAG IV"). DAG Ventures Management IV, LLC ("DAG IV LLC") is the general partner of DAG IV. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy DAG Ventures IV-QP, L.P. | 11,047,106 |
Reported balance
After 2025-12-15 transaction · row 2
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 2 · 2025-12-15 · Conversion · Acquired 10,738,874 · Balance 11,047,106 F1: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F3: Securities are directly held by DAG Ventures IV-QP, L.P. ("DAG IV-QP"). DAG IV LLC is the general partner of DAG IV-QP. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV-QP. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy DAG Ventures IV-A, LLC | 1,598,899 |
Reported balance
After 2025-12-15 transaction · row 3
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 3 · 2025-12-15 · Conversion · Acquired 1,598,899 · Balance 1,598,899 F1: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F4: Securities are directly held by DAG Ventures IV-A, LLC ("DAG IV-A"). DAG IV LLC is the manager of DAG IV-A. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV-A. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein. |
| Series C Preferred StockSEC Table II · derivative / convertible security | IndirectBy DAG Ventures IV, L.P. | 0 |
Reported balance
After 2025-12-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-12-15 · Conversion · Disposed 430,596 · Balance 0 F1: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F2: Securities are directly held by DAG Ventures IV, L.P. ("DAG IV"). DAG Ventures Management IV, LLC ("DAG IV LLC") is the general partner of DAG IV. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein. |
| Series C Preferred StockSEC Table II · derivative / convertible security | IndirectBy DAG Ventures IV-QP, L.P. | 0 |
Reported balance
After 2025-12-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-12-15 · Conversion · Disposed 4,074,426 · Balance 0 F1: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F3: Securities are directly held by DAG Ventures IV-QP, L.P. ("DAG IV-QP"). DAG IV LLC is the general partner of DAG IV-QP. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV-QP. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein. |
| Series C Preferred StockSEC Table II · derivative / convertible security | IndirectBy DAG Ventures IV-A, LLC | 0 |
Reported balance
After 2025-12-15 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2025-12-15 · Conversion · Disposed 787,400 · Balance 0 F1: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F4: Securities are directly held by DAG Ventures IV-A, LLC ("DAG IV-A"). DAG IV LLC is the manager of DAG IV-A. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV-A. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein. |
| Series D Preferred StockSEC Table II · derivative / convertible security | IndirectBy DAG Ventures IV, L.P. | 0 |
Reported balance
After 2025-12-15 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2025-12-15 · Conversion · Disposed 462,842 · Balance 0 F1: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F2: Securities are directly held by DAG Ventures IV, L.P. ("DAG IV"). DAG Ventures Management IV, LLC ("DAG IV LLC") is the general partner of DAG IV. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein. |
| Series D Preferred StockSEC Table II · derivative / convertible security | IndirectBy DAG Ventures IV-QP, L.P. | 0 |
Reported balance
After 2025-12-15 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2025-12-15 · Conversion · Disposed 4,379,624 · Balance 0 F1: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F3: Securities are directly held by DAG Ventures IV-QP, L.P. ("DAG IV-QP"). DAG IV LLC is the general partner of DAG IV-QP. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV-QP. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein. |
| Series D Preferred StockSEC Table II · derivative / convertible security | IndirectBy DAG Ventures IV-A, LLC | 0 |
Reported balance
After 2025-12-15 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2025-12-15 · Conversion · Disposed 333,176 · Balance 0 F1: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F4: Securities are directly held by DAG Ventures IV-A, LLC ("DAG IV-A"). DAG IV LLC is the manager of DAG IV-A. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV-A. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein. |
| Series E Preferred StockSEC Table II · derivative / convertible security | IndirectBy DAG Ventures IV, L.P. | 0 |
Reported balance
After 2025-12-15 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2025-12-15 · Conversion · Disposed 133,936 · Balance 0 F1: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F2: Securities are directly held by DAG Ventures IV, L.P. ("DAG IV"). DAG Ventures Management IV, LLC ("DAG IV LLC") is the general partner of DAG IV. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein. |
| Series E Preferred StockSEC Table II · derivative / convertible security | IndirectBy DAG Ventures IV-QP, L.P. | 0 |
Reported balance
After 2025-12-15 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2025-12-15 · Conversion · Disposed 1,267,374 · Balance 0 F1: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F3: Securities are directly held by DAG Ventures IV-QP, L.P. ("DAG IV-QP"). DAG IV LLC is the general partner of DAG IV-QP. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV-QP. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein. |
| Series F Preferred StockSEC Table II · derivative / convertible security | IndirectBy DAG Ventures IV, L.P. | 0 |
Reported balance
After 2025-12-15 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2025-12-15 · Conversion · Disposed 46,568 · Balance 0 F1: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F2: Securities are directly held by DAG Ventures IV, L.P. ("DAG IV"). DAG Ventures Management IV, LLC ("DAG IV LLC") is the general partner of DAG IV. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein. |
| Series F Preferred StockSEC Table II · derivative / convertible security | IndirectBy DAG Ventures IV-QP, L.P. | 0 |
Reported balance
After 2025-12-15 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2025-12-15 · Conversion · Disposed 440,642 · Balance 0 F1: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F3: Securities are directly held by DAG Ventures IV-QP, L.P. ("DAG IV-QP"). DAG IV LLC is the general partner of DAG IV-QP. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV-QP. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein. |
| Series G Preferred StockSEC Table II · derivative / convertible security | IndirectBy DAG Ventures IV, L.P. | 0 |
Reported balance
After 2025-12-15 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2025-12-15 · Conversion · Disposed 48,124 · Balance 0 F1: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F2: Securities are directly held by DAG Ventures IV, L.P. ("DAG IV"). DAG Ventures Management IV, LLC ("DAG IV LLC") is the general partner of DAG IV. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein. |
| Series G Preferred StockSEC Table II · derivative / convertible security | IndirectBy DAG Ventures IV-QP, L.P. | 0 |
Reported balance
After 2025-12-15 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2025-12-15 · Conversion · Disposed 455,376 · Balance 0 F1: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F3: Securities are directly held by DAG Ventures IV-QP, L.P. ("DAG IV-QP"). DAG IV LLC is the general partner of DAG IV-QP. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV-QP. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein. |
| Series G Preferred StockSEC Table II · derivative / convertible security | IndirectBy DAG Ventures IV-A, LLC | 0 |
Reported balance
After 2025-12-15 transaction · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · 2025-12-15 · Conversion · Disposed 377,624 · Balance 0 F1: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F4: Securities are directly held by DAG Ventures IV-A, LLC ("DAG IV-A"). DAG IV LLC is the manager of DAG IV-A. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV-A. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein. |
| Series G-1 Preferred StockSEC Table II · derivative / convertible security | IndirectBy DAG Ventures IV, L.P. | 0 |
Reported balance
After 2025-12-15 transaction · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · 2025-12-15 · Conversion · Disposed 12,833 · Balance 0 F1: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F2: Securities are directly held by DAG Ventures IV, L.P. ("DAG IV"). DAG Ventures Management IV, LLC ("DAG IV LLC") is the general partner of DAG IV. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein. |
| Series G-1 Preferred StockSEC Table II · derivative / convertible security | IndirectBy DAG Ventures IV-QP, L.P. | 0 |
Reported balance
After 2025-12-15 transaction · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · 2025-12-15 · Conversion · Disposed 121,432 · Balance 0 F1: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F3: Securities are directly held by DAG Ventures IV-QP, L.P. ("DAG IV-QP"). DAG IV LLC is the general partner of DAG IV-QP. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV-QP. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein. |
| Series G-1 Preferred StockSEC Table II · derivative / convertible security | IndirectBy DAG Ventures IV-A, LLC | 0 |
Reported balance
After 2025-12-15 transaction · row 19
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 19 · 2025-12-15 · Conversion · Disposed 100,699 · Balance 0 F1: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F4: Securities are directly held by DAG Ventures IV-A, LLC ("DAG IV-A"). DAG IV LLC is the manager of DAG IV-A. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV-A. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date.
F2: Securities are directly held by DAG Ventures IV, L.P. ("DAG IV"). DAG Ventures Management IV, LLC ("DAG IV LLC") is the general partner of DAG IV. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein.
F3: Securities are directly held by DAG Ventures IV-QP, L.P. ("DAG IV-QP"). DAG IV LLC is the general partner of DAG IV-QP. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV-QP. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein.
F4: Securities are directly held by DAG Ventures IV-A, LLC ("DAG IV-A"). DAG IV LLC is the manager of DAG IV-A. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV-A. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein.
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 18:33 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | ConversionSeries G-1 Preferred Stock · Derivative | 100,699 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001231919-25-000630 · form4-12172025_111247.xml · derivative · entry 19 DAG Ventures Management IV, LLC · CIK 0001526357 · 10% owner DAG Ventures IV, L.P. · CIK 0001471986 · 10% owner DAG Ventures IV-QP, L.P. · CIK 0001471985 · 10% owner DAG Ventures IV-A, LLC · CIK 0001572731 · 10% owner Cadeddu John J. · CIK 0001527931 · 10% owner Goodrich R. Thomas · CIK 0001527929 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By DAG Ventures IV-A, LLC Disclosed balance after: 0 Underlying: Common Stock · 100,699 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. F1 · derivative.exercise_price: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · price: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · derivative.exercise_date: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · derivative.expiration_date: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F4 · ownership.nature: Securities are directly held by DAG Ventures IV-A, LLC ("DAG IV-A"). DAG IV LLC is the manager of DAG IV-A. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV-A. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 18:33 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | ConversionSeries G-1 Preferred Stock · Derivative | 121,432 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001231919-25-000630 · form4-12172025_111247.xml · derivative · entry 18 DAG Ventures Management IV, LLC · CIK 0001526357 · 10% owner DAG Ventures IV, L.P. · CIK 0001471986 · 10% owner DAG Ventures IV-QP, L.P. · CIK 0001471985 · 10% owner DAG Ventures IV-A, LLC · CIK 0001572731 · 10% owner Cadeddu John J. · CIK 0001527931 · 10% owner Goodrich R. Thomas · CIK 0001527929 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By DAG Ventures IV-QP, L.P. Disclosed balance after: 0 Underlying: Common Stock · 121,432 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. F1 · derivative.exercise_price: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · price: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · derivative.exercise_date: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · derivative.expiration_date: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F3 · ownership.nature: Securities are directly held by DAG Ventures IV-QP, L.P. ("DAG IV-QP"). DAG IV LLC is the general partner of DAG IV-QP. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV-QP. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 18:33 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | ConversionSeries G-1 Preferred Stock · Derivative | 12,833 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001231919-25-000630 · form4-12172025_111247.xml · derivative · entry 17 DAG Ventures Management IV, LLC · CIK 0001526357 · 10% owner DAG Ventures IV, L.P. · CIK 0001471986 · 10% owner DAG Ventures IV-QP, L.P. · CIK 0001471985 · 10% owner DAG Ventures IV-A, LLC · CIK 0001572731 · 10% owner Cadeddu John J. · CIK 0001527931 · 10% owner Goodrich R. Thomas · CIK 0001527929 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By DAG Ventures IV, L.P. Disclosed balance after: 0 Underlying: Common Stock · 12,833 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. F1 · derivative.exercise_price: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · price: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · derivative.exercise_date: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · derivative.expiration_date: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F2 · ownership.nature: Securities are directly held by DAG Ventures IV, L.P. ("DAG IV"). DAG Ventures Management IV, LLC ("DAG IV LLC") is the general partner of DAG IV. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 18:33 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | ConversionSeries G Preferred Stock · Derivative | 377,624 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001231919-25-000630 · form4-12172025_111247.xml · derivative · entry 16 DAG Ventures Management IV, LLC · CIK 0001526357 · 10% owner DAG Ventures IV, L.P. · CIK 0001471986 · 10% owner DAG Ventures IV-QP, L.P. · CIK 0001471985 · 10% owner DAG Ventures IV-A, LLC · CIK 0001572731 · 10% owner Cadeddu John J. · CIK 0001527931 · 10% owner Goodrich R. Thomas · CIK 0001527929 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By DAG Ventures IV-A, LLC Disclosed balance after: 0 Underlying: Common Stock · 377,624 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. F1 · derivative.exercise_price: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · price: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · derivative.exercise_date: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · derivative.expiration_date: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F4 · ownership.nature: Securities are directly held by DAG Ventures IV-A, LLC ("DAG IV-A"). DAG IV LLC is the manager of DAG IV-A. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV-A. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 18:33 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | ConversionSeries G Preferred Stock · Derivative | 455,376 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001231919-25-000630 · form4-12172025_111247.xml · derivative · entry 15 DAG Ventures Management IV, LLC · CIK 0001526357 · 10% owner DAG Ventures IV, L.P. · CIK 0001471986 · 10% owner DAG Ventures IV-QP, L.P. · CIK 0001471985 · 10% owner DAG Ventures IV-A, LLC · CIK 0001572731 · 10% owner Cadeddu John J. · CIK 0001527931 · 10% owner Goodrich R. Thomas · CIK 0001527929 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By DAG Ventures IV-QP, L.P. Disclosed balance after: 0 Underlying: Common Stock · 455,376 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. F1 · derivative.exercise_price: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · price: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · derivative.exercise_date: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · derivative.expiration_date: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F3 · ownership.nature: Securities are directly held by DAG Ventures IV-QP, L.P. ("DAG IV-QP"). DAG IV LLC is the general partner of DAG IV-QP. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV-QP. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 18:33 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | ConversionSeries G Preferred Stock · Derivative | 48,124 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001231919-25-000630 · form4-12172025_111247.xml · derivative · entry 14 DAG Ventures Management IV, LLC · CIK 0001526357 · 10% owner DAG Ventures IV, L.P. · CIK 0001471986 · 10% owner DAG Ventures IV-QP, L.P. · CIK 0001471985 · 10% owner DAG Ventures IV-A, LLC · CIK 0001572731 · 10% owner Cadeddu John J. · CIK 0001527931 · 10% owner Goodrich R. Thomas · CIK 0001527929 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By DAG Ventures IV, L.P. Disclosed balance after: 0 Underlying: Common Stock · 48,124 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. F1 · derivative.exercise_price: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · price: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · derivative.exercise_date: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · derivative.expiration_date: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F2 · ownership.nature: Securities are directly held by DAG Ventures IV, L.P. ("DAG IV"). DAG Ventures Management IV, LLC ("DAG IV LLC") is the general partner of DAG IV. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 18:33 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | ConversionSeries F Preferred Stock · Derivative | 440,642 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001231919-25-000630 · form4-12172025_111247.xml · derivative · entry 13 DAG Ventures Management IV, LLC · CIK 0001526357 · 10% owner DAG Ventures IV, L.P. · CIK 0001471986 · 10% owner DAG Ventures IV-QP, L.P. · CIK 0001471985 · 10% owner DAG Ventures IV-A, LLC · CIK 0001572731 · 10% owner Cadeddu John J. · CIK 0001527931 · 10% owner Goodrich R. Thomas · CIK 0001527929 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By DAG Ventures IV-QP, L.P. Disclosed balance after: 0 Underlying: Common Stock · 440,642 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. F1 · derivative.exercise_price: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · price: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · derivative.exercise_date: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · derivative.expiration_date: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F3 · ownership.nature: Securities are directly held by DAG Ventures IV-QP, L.P. ("DAG IV-QP"). DAG IV LLC is the general partner of DAG IV-QP. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV-QP. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 18:33 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | ConversionSeries F Preferred Stock · Derivative | 46,568 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001231919-25-000630 · form4-12172025_111247.xml · derivative · entry 12 DAG Ventures Management IV, LLC · CIK 0001526357 · 10% owner DAG Ventures IV, L.P. · CIK 0001471986 · 10% owner DAG Ventures IV-QP, L.P. · CIK 0001471985 · 10% owner DAG Ventures IV-A, LLC · CIK 0001572731 · 10% owner Cadeddu John J. · CIK 0001527931 · 10% owner Goodrich R. Thomas · CIK 0001527929 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By DAG Ventures IV, L.P. Disclosed balance after: 0 Underlying: Common Stock · 46,568 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. F1 · derivative.exercise_price: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · price: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · derivative.exercise_date: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · derivative.expiration_date: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F2 · ownership.nature: Securities are directly held by DAG Ventures IV, L.P. ("DAG IV"). DAG Ventures Management IV, LLC ("DAG IV LLC") is the general partner of DAG IV. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 18:33 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | ConversionSeries E Preferred Stock · Derivative | 1,267,374 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001231919-25-000630 · form4-12172025_111247.xml · derivative · entry 11 DAG Ventures Management IV, LLC · CIK 0001526357 · 10% owner DAG Ventures IV, L.P. · CIK 0001471986 · 10% owner DAG Ventures IV-QP, L.P. · CIK 0001471985 · 10% owner DAG Ventures IV-A, LLC · CIK 0001572731 · 10% owner Cadeddu John J. · CIK 0001527931 · 10% owner Goodrich R. Thomas · CIK 0001527929 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By DAG Ventures IV-QP, L.P. Disclosed balance after: 0 Underlying: Common Stock · 1,267,374 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. F1 · derivative.exercise_price: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · price: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · derivative.exercise_date: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · derivative.expiration_date: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F3 · ownership.nature: Securities are directly held by DAG Ventures IV-QP, L.P. ("DAG IV-QP"). DAG IV LLC is the general partner of DAG IV-QP. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV-QP. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 18:33 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | ConversionSeries E Preferred Stock · Derivative | 133,936 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001231919-25-000630 · form4-12172025_111247.xml · derivative · entry 10 DAG Ventures Management IV, LLC · CIK 0001526357 · 10% owner DAG Ventures IV, L.P. · CIK 0001471986 · 10% owner DAG Ventures IV-QP, L.P. · CIK 0001471985 · 10% owner DAG Ventures IV-A, LLC · CIK 0001572731 · 10% owner Cadeddu John J. · CIK 0001527931 · 10% owner Goodrich R. Thomas · CIK 0001527929 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By DAG Ventures IV, L.P. Disclosed balance after: 0 Underlying: Common Stock · 133,936 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. F1 · derivative.exercise_price: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · price: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · derivative.exercise_date: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · derivative.expiration_date: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F2 · ownership.nature: Securities are directly held by DAG Ventures IV, L.P. ("DAG IV"). DAG Ventures Management IV, LLC ("DAG IV LLC") is the general partner of DAG IV. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 18:33 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | ConversionSeries D Preferred Stock · Derivative | 333,176 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001231919-25-000630 · form4-12172025_111247.xml · derivative · entry 9 DAG Ventures Management IV, LLC · CIK 0001526357 · 10% owner DAG Ventures IV, L.P. · CIK 0001471986 · 10% owner DAG Ventures IV-QP, L.P. · CIK 0001471985 · 10% owner DAG Ventures IV-A, LLC · CIK 0001572731 · 10% owner Cadeddu John J. · CIK 0001527931 · 10% owner Goodrich R. Thomas · CIK 0001527929 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By DAG Ventures IV-A, LLC Disclosed balance after: 0 Underlying: Common Stock · 333,176 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. F1 · derivative.exercise_price: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · price: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · derivative.exercise_date: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · derivative.expiration_date: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F4 · ownership.nature: Securities are directly held by DAG Ventures IV-A, LLC ("DAG IV-A"). DAG IV LLC is the manager of DAG IV-A. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV-A. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 18:33 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | ConversionSeries D Preferred Stock · Derivative | 4,379,624 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001231919-25-000630 · form4-12172025_111247.xml · derivative · entry 8 DAG Ventures Management IV, LLC · CIK 0001526357 · 10% owner DAG Ventures IV, L.P. · CIK 0001471986 · 10% owner DAG Ventures IV-QP, L.P. · CIK 0001471985 · 10% owner DAG Ventures IV-A, LLC · CIK 0001572731 · 10% owner Cadeddu John J. · CIK 0001527931 · 10% owner Goodrich R. Thomas · CIK 0001527929 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By DAG Ventures IV-QP, L.P. Disclosed balance after: 0 Underlying: Common Stock · 4,379,624 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. F1 · derivative.exercise_price: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · price: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · derivative.exercise_date: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · derivative.expiration_date: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F3 · ownership.nature: Securities are directly held by DAG Ventures IV-QP, L.P. ("DAG IV-QP"). DAG IV LLC is the general partner of DAG IV-QP. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV-QP. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 18:33 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | ConversionSeries D Preferred Stock · Derivative | 462,842 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001231919-25-000630 · form4-12172025_111247.xml · derivative · entry 7 DAG Ventures Management IV, LLC · CIK 0001526357 · 10% owner DAG Ventures IV, L.P. · CIK 0001471986 · 10% owner DAG Ventures IV-QP, L.P. · CIK 0001471985 · 10% owner DAG Ventures IV-A, LLC · CIK 0001572731 · 10% owner Cadeddu John J. · CIK 0001527931 · 10% owner Goodrich R. Thomas · CIK 0001527929 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By DAG Ventures IV, L.P. Disclosed balance after: 0 Underlying: Common Stock · 462,842 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. F1 · derivative.exercise_price: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · price: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · derivative.exercise_date: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · derivative.expiration_date: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F2 · ownership.nature: Securities are directly held by DAG Ventures IV, L.P. ("DAG IV"). DAG Ventures Management IV, LLC ("DAG IV LLC") is the general partner of DAG IV. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 18:33 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | ConversionSeries C Preferred Stock · Derivative | 787,400 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001231919-25-000630 · form4-12172025_111247.xml · derivative · entry 6 DAG Ventures Management IV, LLC · CIK 0001526357 · 10% owner DAG Ventures IV, L.P. · CIK 0001471986 · 10% owner DAG Ventures IV-QP, L.P. · CIK 0001471985 · 10% owner DAG Ventures IV-A, LLC · CIK 0001572731 · 10% owner Cadeddu John J. · CIK 0001527931 · 10% owner Goodrich R. Thomas · CIK 0001527929 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By DAG Ventures IV-A, LLC Disclosed balance after: 0 Underlying: Common Stock · 787,400 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. F1 · derivative.exercise_price: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · price: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · derivative.exercise_date: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · derivative.expiration_date: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F4 · ownership.nature: Securities are directly held by DAG Ventures IV-A, LLC ("DAG IV-A"). DAG IV LLC is the manager of DAG IV-A. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV-A. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 18:33 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | ConversionSeries C Preferred Stock · Derivative | 4,074,426 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001231919-25-000630 · form4-12172025_111247.xml · derivative · entry 5 DAG Ventures Management IV, LLC · CIK 0001526357 · 10% owner DAG Ventures IV, L.P. · CIK 0001471986 · 10% owner DAG Ventures IV-QP, L.P. · CIK 0001471985 · 10% owner DAG Ventures IV-A, LLC · CIK 0001572731 · 10% owner Cadeddu John J. · CIK 0001527931 · 10% owner Goodrich R. Thomas · CIK 0001527929 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By DAG Ventures IV-QP, L.P. Disclosed balance after: 0 Underlying: Common Stock · 4,074,426 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. F1 · derivative.exercise_price: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · price: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · derivative.exercise_date: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · derivative.expiration_date: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F3 · ownership.nature: Securities are directly held by DAG Ventures IV-QP, L.P. ("DAG IV-QP"). DAG IV LLC is the general partner of DAG IV-QP. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV-QP. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 18:33 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | ConversionSeries C Preferred Stock · Derivative | 430,596 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001231919-25-000630 · form4-12172025_111247.xml · derivative · entry 4 DAG Ventures Management IV, LLC · CIK 0001526357 · 10% owner DAG Ventures IV, L.P. · CIK 0001471986 · 10% owner DAG Ventures IV-QP, L.P. · CIK 0001471985 · 10% owner DAG Ventures IV-A, LLC · CIK 0001572731 · 10% owner Cadeddu John J. · CIK 0001527931 · 10% owner Goodrich R. Thomas · CIK 0001527929 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By DAG Ventures IV, L.P. Disclosed balance after: 0 Underlying: Common Stock · 430,596 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. F1 · derivative.exercise_price: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · price: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · derivative.exercise_date: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F1 · derivative.expiration_date: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F2 · ownership.nature: Securities are directly held by DAG Ventures IV, L.P. ("DAG IV"). DAG Ventures Management IV, LLC ("DAG IV LLC") is the general partner of DAG IV. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 18:33 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | ConversionCommon Stock | 1,598,899 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001231919-25-000630 · form4-12172025_111247.xml · nonDerivative · entry 3 DAG Ventures Management IV, LLC · CIK 0001526357 · 10% owner DAG Ventures IV, L.P. · CIK 0001471986 · 10% owner DAG Ventures IV-QP, L.P. · CIK 0001471985 · 10% owner DAG Ventures IV-A, LLC · CIK 0001572731 · 10% owner Cadeddu John J. · CIK 0001527931 · 10% owner Goodrich R. Thomas · CIK 0001527929 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By DAG Ventures IV-A, LLC Disclosed balance after: 1,598,899 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 · price: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F4 · ownership.nature: Securities are directly held by DAG Ventures IV-A, LLC ("DAG IV-A"). DAG IV LLC is the manager of DAG IV-A. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV-A. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 18:33 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | ConversionCommon Stock | 10,738,874 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001231919-25-000630 · form4-12172025_111247.xml · nonDerivative · entry 2 DAG Ventures Management IV, LLC · CIK 0001526357 · 10% owner DAG Ventures IV, L.P. · CIK 0001471986 · 10% owner DAG Ventures IV-QP, L.P. · CIK 0001471985 · 10% owner DAG Ventures IV-A, LLC · CIK 0001572731 · 10% owner Cadeddu John J. · CIK 0001527931 · 10% owner Goodrich R. Thomas · CIK 0001527929 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By DAG Ventures IV-QP, L.P. Disclosed balance after: 11,047,106 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. F1 · price: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F3 · ownership.nature: Securities are directly held by DAG Ventures IV-QP, L.P. ("DAG IV-QP"). DAG IV LLC is the general partner of DAG IV-QP. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV-QP. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 18:33 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | ConversionCommon Stock | 1,134,899 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001231919-25-000630 · form4-12172025_111247.xml · nonDerivative · entry 1 DAG Ventures Management IV, LLC · CIK 0001526357 · 10% owner DAG Ventures IV, L.P. · CIK 0001471986 · 10% owner DAG Ventures IV-QP, L.P. · CIK 0001471985 · 10% owner DAG Ventures IV-A, LLC · CIK 0001572731 · 10% owner Cadeddu John J. · CIK 0001527931 · 10% owner Goodrich R. Thomas · CIK 0001527929 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By DAG Ventures IV, L.P. Disclosed balance after: 1,167,469 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 · price: Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date. F2 · ownership.nature: Securities are directly held by DAG Ventures IV, L.P. ("DAG IV"). DAG Ventures Management IV, LLC ("DAG IV LLC") is the general partner of DAG IV. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein. 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.