WLTH · Wealthfront Corp
Trades by corporate insiders — officers, directors and holders of more than 10% of the shares — disclosed to the SEC on Forms 3, 4 and 5. Form 4 must be filed within two business days of the trade.
| Date | Insider | Role | Type | Security | Shares |
|---|---|---|---|---|---|
| 2026-07-15 | Wetterwald Julien |
Chief Technology Officer |
Sell↓
Filing footnotes — Common Stock (Direct)
This transaction was executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 14, 2026. The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.13 to $9.49 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 range set forth in this footnote. |
Common Stock
|
15,264 |
| 2026-07-07 | Bisharat Jaleh |
Director |
Sell↓
Filing footnotes — Common Stock (Direct)
This transaction was executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on April 6, 2026. |
Common Stock
|
8,503 |
| 2026-07-06 | Bisharat Jaleh |
Director |
Sell↓
Filing footnotes — Common Stock (Direct)
This transaction was executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on April 6, 2026. The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.24 to $9.57 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 range set forth in this footnote. |
Common Stock
|
8,504 |
| 2026-06-23 | Bisharat Jaleh |
Director |
Award↑
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. The entire award shall vest on the earlier to occur of: (i) the date of the next annual meeting of the Issuer's stockholders and (ii) the first anniversary of the grant date, in each case subject to the reporting person's continuous service through such date. These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. |
Restricted Stock Units
|
19,446 |
| 2026-06-23 | Schmidt Michael Reed |
Director |
Award↑
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. The entire award shall vest on the earlier to occur of: (i) the date of the next annual meeting of the Issuer's stockholders and (ii) the first anniversary of the grant date, in each case subject to the reporting person's continuous service through such date. These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. |
Restricted Stock Units
|
19,446 |
| 2026-06-23 | RACHLEFF ANDREW S |
Director, 10% Owner |
Award↑
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. The entire award shall vest on the earlier to occur of: (i) the date of the next annual meeting of the Issuer's stockholders and (ii) the first anniversary of the grant date, in each case subject to the reporting person's continuous service through such date. These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. |
Restricted Stock Units
|
19,446 |
| 2026-06-23 | KILAR JASON |
Director |
Award↑
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. The entire award shall vest on the earlier to occur of: (i) the date of the next annual meeting of the Issuer's stockholders and (ii) the first anniversary of the grant date, in each case subject to the reporting person's continuous service through such date. These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. |
Restricted Stock Units
|
19,446 |
| 2026-06-23 | WILSON L MICHELLE |
Director |
Award↑
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. The entire award shall vest on the earlier to occur of: (i) the date of the next annual meeting of the Issuer's stockholders and (ii) the first anniversary of the grant date, in each case subject to the reporting person's continuous service through such date. These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. |
Restricted Stock Units
|
19,446 |
| 2026-06-23 | GOLDMAN KENNETH A |
Director |
Award↑
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. The entire award shall vest on the earlier to occur of: (i) the date of the next annual meeting of the Issuer's stockholders and (ii) the first anniversary of the grant date, in each case subject to the reporting person's continuous service through such date. These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. |
Restricted Stock Units
|
19,446 |
| 2026-06-17 | Lin Lauren |
CLO, CCO and Secretary |
Sell↓
Filing footnotes — Common Stock (Direct)
This transaction was executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 14, 2026. |
Common Stock
|
4,840 |
| 2026-06-17 | Wetterwald Julien |
Chief Technology Officer |
Sell↓
Filing footnotes — Common Stock (Direct)
This transaction was executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 14, 2026. |
Common Stock
|
39,810 |
| 2026-06-17 | IYER KAL |
VP, Engineering |
Sell↓
Filing footnotes — Common Stock (Direct)
This transaction was executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 14, 2026. The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $8.32 to $8.64 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 range set forth in this footnote. |
Common Stock
|
28,498 |
| 2026-06-15 | Wetterwald Julien |
Chief Technology Officer |
Convert↑
|
Common Stock
|
21,113 |
| 2026-06-15 | Wetterwald Julien |
Chief Technology Officer |
Tax↓
Filing footnotes — Common Stock (Direct)
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. |
Common Stock
|
43,716 |
| 2026-06-15 | IYER KAL |
VP, Engineering |
Convert↓
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. The award vested or vests as to 1/16 of the total award quarterly on the fifteenth calendar day of June, September, December, and March, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche vested on June 15, 2023. These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. |
Restricted Stock Units
|
20,387 |
| 2026-06-15 | Fortunato David |
Director, CEO and President |
Tax↓
Filing footnotes — Common Stock (Direct)
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. |
Common Stock
|
116,088 |
| 2026-06-15 | Lin Lauren |
CLO, CCO and Secretary |
Tax↓
Filing footnotes — Common Stock (Direct)
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. |
Common Stock
|
20,052 |
| 2026-06-15 | Lin Lauren |
CLO, CCO and Secretary |
Convert↑
|
Common Stock
|
4,687 |
| 2026-06-15 | IYER KAL |
VP, Engineering |
Convert↓
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. The award vested or vests as to 1/16 of the total award quarterly on the fifteenth calendar day of June, September, December, and March, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche vested on June 15, 2026. These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. |
Restricted Stock Units
|
15,562 |
| 2026-06-15 | Fortunato David |
Director, CEO and President |
Convert↓
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. The award vested or vests as to 1/16 of the total award quarterly on the fifteenth calendar day of June, September, December, and March, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche vested on June 15, 2024. These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. |
Restricted Stock Units
|
79,181 |
| 2026-06-15 | Fortunato David |
Director, CEO and President |
Convert↑
|
Common Stock
|
59,531 |
| 2026-06-15 | Schmidt Michael Reed |
Director |
Convert↓
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. 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. These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. |
Restricted Stock Units
|
2,126 |
| 2026-06-15 | KILAR JASON |
Director |
Convert↑
|
Common Stock
|
23,544 |
| 2026-06-15 | Fortunato David |
Director, CEO and President |
Convert↑
|
Common Stock
|
76,462 |
| 2026-06-15 | Fortunato David |
Director, CEO and President |
Convert↓
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. The award vested or vests as to 1/16 of the total award quarterly on the fifteenth calendar day of June, September, December, and March, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche vested on June 15, 2023. These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. |
Restricted Stock Units
|
76,462 |
| 2026-06-15 | WILSON L MICHELLE |
Director |
Convert↑
|
Common Stock
|
2,126 |
| 2026-06-15 | Lin Lauren |
CLO, CCO and Secretary |
Convert↓
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. 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, 2023. These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. |
Restricted Stock Units
|
12,500 |
| 2026-06-15 | Wetterwald Julien |
Chief Technology Officer |
Convert↓
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. 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. These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. |
Restricted Stock Units
|
20,388 |
| 2026-06-15 | Lin Lauren |
CLO, CCO and Secretary |
Convert↓
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. The award vested or vests as to 1/16 of the total award quarterly on the fifteenth calendar day of December, March, June, and September, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche vested on December 15, 2024. These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. |
Restricted Stock Units
|
4,687 |
| 2026-06-15 | Imberman Alan |
CFO and Treasurer |
Tax↓
Filing footnotes — Common Stock (Direct)
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. |
Common Stock
|
25,264 |
| 2026-06-15 | IYER KAL |
VP, Engineering |
Convert↑
|
Common Stock
|
20,387 |
| 2026-06-15 | Lin Lauren |
CLO, CCO and Secretary |
Convert↑
Filing footnotes — Common Stock (Direct)
Includes 2,385 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). |
Common Stock
|
12,500 |
| 2026-06-15 | IYER KAL |
VP, Engineering |
Tax↓
Filing footnotes — Common Stock (Direct)
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. |
Common Stock
|
41,784 |
| 2026-06-15 | Lin Lauren |
CLO, CCO and Secretary |
Convert↓
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. The award vested or vests as to 1/16 of the total award quarterly on the fifteenth calendar day of December, March, June, and September, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche vested on December 15, 2023. These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. |
Restricted Stock Units
|
9,375 |
| 2026-06-15 | WILSON L MICHELLE |
Director |
Convert↓
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. The award vested or vests as to 1/16 of the total award quarterly on the fifteenth calendar day of September, December, March, and June, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche vested on September 15, 2025. These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. |
Restricted Stock Units
|
2,126 |
| 2026-06-15 | WILSON L MICHELLE |
Director |
Sell↓
Filing footnotes — Common Stock (Direct)
This transaction was executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 14, 2026. |
Common Stock
|
638 |
| 2026-06-15 | IYER KAL |
VP, Engineering |
Sell↓
Filing footnotes — Common Stock (Direct)
This transaction was executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 14, 2026. |
Common Stock
|
45,772 |
| 2026-06-15 | Fortunato David |
Director, CEO and President |
Convert↓
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. The award vested or vests as to 1/16 of the total award quarterly on the fifteenth calendar day of June, September, December, and March, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche vested on June 15, 2025. These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. |
Restricted Stock Units
|
59,531 |
| 2026-06-15 | Wetterwald Julien |
Chief Technology Officer |
Convert↓
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. 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. These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. |
Restricted Stock Units
|
19,000 |
| 2026-06-15 | Imberman Alan |
CFO and Treasurer |
Convert↓
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. 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. These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. |
Restricted Stock Units
|
17,763 |
| 2026-06-15 | Lin Lauren |
CLO, CCO and Secretary |
Convert↑
|
Common Stock
|
12,847 |
| 2026-06-15 | Imberman Alan |
CFO and Treasurer |
Convert↑
Filing footnotes — Common Stock (Direct)
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). |
Common Stock
|
22,813 |
| 2026-06-15 | Fortunato David |
Director, CEO and President |
Convert↑
|
Common Stock
|
79,181 |
| 2026-06-15 | Imberman Alan |
CFO and Treasurer |
Convert↓
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. 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. These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. |
Restricted Stock Units
|
23,625 |
| 2026-06-15 | Imberman Alan |
CFO and Treasurer |
Convert↑
|
Common Stock
|
17,763 |
| 2026-06-15 | Wetterwald Julien |
Chief Technology Officer |
Convert↓
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. 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. These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. |
Restricted Stock Units
|
21,113 |
| 2026-06-15 | Lin Lauren |
CLO, CCO and Secretary |
Convert↓
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. The award vested or vests as to 1/16 of the total award quarterly on the fifteenth calendar day of December, March, June, and September, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche vested on December 15, 2025. These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. |
Restricted Stock Units
|
12,847 |
| 2026-06-15 | Wetterwald Julien |
Chief Technology Officer |
Convert↑
Filing footnotes — Common Stock (Direct)
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). |
Common Stock
|
20,525 |
| 2026-06-15 | Wetterwald Julien |
Chief Technology Officer |
Convert↓
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. The award vested or vests as to 1/16 of the total award quarterly on the fifteenth calendar day of September, December, March, and June, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche vested on September 15, 2022. These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. |
Restricted Stock Units
|
20,525 |
| 2026-06-15 | IYER KAL |
VP, Engineering |
Convert↓
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. The award vested or vests as to 1/16 of the total award quarterly on the fifteenth calendar day of June, September, December, and March, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche vested on June 15, 2024. These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. |
Restricted Stock Units
|
20,387 |