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CIK 0001524566 · <br>Emerging growth company

WEALTHFRONT CORP

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Ticker
WLTH
Exchange
Nasdaq
Industry
Finance Services
FY end
Jan 31
Incorporated
DE
Entity type
operating
EIN
208280144
Phone
(844) 995-8437
Business address
261 HAMILTON AVE, PALO ALTO, CA, 94301
Former names
WEALTHFRONT INC
Open-market buys, last 90 days
$0
in 0 filings
Open-market sales, last 90 days
$5,247,017
in 13 filings, $2.6M under 10b5-1 plans

Net −$5,247,017. Shares bought or sold at a price by officers, directors and 10% owners (Form 4 codes P and S). Grants, option exercises and tax withholding aren't counted.

Pace of trading Bought Sold

Who's trading

90 days

  1. Fortunato David −$2.3M CEO and President sold 44% of stake
  2. Imberman Alan −$1.1M CFO and Treasurer sold 21% of stake
  3. Wetterwald Julien −$768K Chief Technology Officer sold 10% of stake
  4. IYER KAL −$737K VP, Engineering sold 23% of stake
  5. Lin Lauren −$270K CLO, CCO and Secretary sold 13% of stake
Date Insider Transaction Shares Price Value Owned after
2026-03-15 Schmidt Michael Reed Director Option exercise · Restricted Stock Units −2,125 31,889
2026-03-15 Lin Lauren CLO, CCO and Secretary Option exercise +1,216 116,487
2026-03-15 Lin Lauren CLO, CCO and Secretary Option exercise +12,500 128,987
2026-03-15 Lin Lauren CLO, CCO and Secretary Option exercise +9,375 138,362
2026-03-15 Lin Lauren CLO, CCO and Secretary Option exercise +4,688 143,050
2026-03-15 Lin Lauren CLO, CCO and Secretary Option exercise +12,847 155,897
2026-03-15 Lin Lauren CLO, CCO and Secretary Option exercise · Restricted Stock Units −1,216 0
2026-03-15 Lin Lauren CLO, CCO and Secretary Option exercise · Restricted Stock Units −12,500 37,500
2026-03-15 Lin Lauren CLO, CCO and Secretary Option exercise · Restricted Stock Units −9,375 56,250
2026-03-15 Lin Lauren CLO, CCO and Secretary Option exercise · Restricted Stock Units −4,688 46,875
2026-03-15 Lin Lauren CLO, CCO and Secretary Option exercise · Restricted Stock Units −12,847 179,857
2026-03-15 Imberman Alan CFO and Treasurer Option exercise +22,812 368,839
2026-03-15 Imberman Alan CFO and Treasurer Option exercise +23,625 392,464
2026-03-15 Imberman Alan CFO and Treasurer Option exercise +17,762 410,226
2026-03-15 Imberman Alan CFO and Treasurer Option exercise · Restricted Stock Units −22,812 159,688
2026-03-15 Imberman Alan CFO and Treasurer Option exercise · Restricted Stock Units −23,625 259,875
2026-03-15 Imberman Alan CFO and Treasurer Option exercise · Restricted Stock Units −17,762 266,438
2026-03-15 Bisharat Jaleh Director Option exercise +17,007 17,007
2026-03-15 Bisharat Jaleh Director Option exercise · Restricted Stock Units −17,007 0
2026-03-15 Fortunato David CEO and President Option exercise +9,698 1,661,796

Page 8 of 25 · 481 trades