Form 4 for WLTH WEALTHFRONT CORP
Accepted 2025-12-17 00:00:00 ET · period of report 2025-12-15 · accession 0001231919-25-000630 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DMI | 2025-12-17 | 2025-12-15 | WLTH | DAG Ventures IV-QP, L.P. | 10% | C - Cnv Deriv | — | +13.47M | 1.60M | New | — |
| DMI | 2025-12-17 | 2025-12-15 | WLTH | DAG Ventures IV-QP, L.P. | 10% | C - Cnv Deriv | — | -13.47M | 0 | -100% | — |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2025-12-15 | C | A | 10,738,874 | — | 11,047,106 | I By DAG Ventures IV-QP, L.P. | — | — | (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. |
| 2 | Common | Common Stock | 2025-12-15 | C | A | 1,134,899 | — | 1,167,469 | I By DAG Ventures IV, L.P. | — | — | (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. |
| 3 | Common | Common Stock | 2025-12-15 | C | A | 1,598,899 | — | 1,598,899 | I By DAG Ventures IV-A, LLC | — | — | (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. |
| 4 | Derivative | Series C Preferred Stock | 2025-12-15 | C | D | 4,074,426 | — | 0 | I By DAG Ventures IV-QP, L.P. | — · — to — | 4,074,426 Common Stock | (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. |
| 5 | Derivative | Series C Preferred Stock | 2025-12-15 | C | D | 430,596 | — | 0 | I By DAG Ventures IV, L.P. | — · — to — | 430,596 Common Stock | (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. |
| 6 | Derivative | Series D Preferred Stock | 2025-12-15 | C | D | 462,842 | — | 0 | I By DAG Ventures IV, L.P. | — · — to — | 462,842 Common Stock | (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. |
| 7 | Derivative | Series D Preferred Stock | 2025-12-15 | C | D | 4,379,624 | — | 0 | I By DAG Ventures IV-QP, L.P. | — · — to — | 4,379,624 Common Stock | (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. |
| 8 | Derivative | Series D Preferred Stock | 2025-12-15 | C | D | 333,176 | — | 0 | I By DAG Ventures IV-A, LLC | — · — to — | 333,176 Common Stock | (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. |
| 9 | Derivative | Series E Preferred Stock | 2025-12-15 | C | D | 133,936 | — | 0 | I By DAG Ventures IV, L.P. | — · — to — | 133,936 Common Stock | (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. |
| 10 | Derivative | Series E Preferred Stock | 2025-12-15 | C | D | 1,267,374 | — | 0 | I By DAG Ventures IV-QP, L.P. | — · — to — | 1,267,374 Common Stock | (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. |
| 11 | Derivative | Series F Preferred Stock | 2025-12-15 | C | D | 46,568 | — | 0 | I By DAG Ventures IV, L.P. | — · — to — | 46,568 Common Stock | (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. |
| 12 | Derivative | Series F Preferred Stock | 2025-12-15 | C | D | 440,642 | — | 0 | I By DAG Ventures IV-QP, L.P. | — · — to — | 440,642 Common Stock | (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. |
| 13 | Derivative | Series G Preferred Stock | 2025-12-15 | C | D | 48,124 | — | 0 | I By DAG Ventures IV, L.P. | — · — to — | 48,124 Common Stock | (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. |
| 14 | Derivative | Series G Preferred Stock | 2025-12-15 | C | D | 455,376 | — | 0 | I By DAG Ventures IV-QP, L.P. | — · — to — | 455,376 Common Stock | (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. |
| 15 | Derivative | Series G Preferred Stock | 2025-12-15 | C | D | 377,624 | — | 0 | I By DAG Ventures IV-A, LLC | — · — to — | 377,624 Common Stock | (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. |
| 16 | Derivative | Series G-1 Preferred Stock | 2025-12-15 | C | D | 12,833 | — | 0 | I By DAG Ventures IV, L.P. | — · — to — | 12,833 Common Stock | (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. |
| 17 | Derivative | Series G-1 Preferred Stock | 2025-12-15 | C | D | 121,432 | — | 0 | I By DAG Ventures IV-QP, L.P. | — · — to — | 121,432 Common Stock | (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. |
| 18 | Derivative | Series G-1 Preferred Stock | 2025-12-15 | C | D | 100,699 | — | 0 | I By DAG Ventures IV-A, LLC | — · — to — | 100,699 Common Stock | (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. |
| 19 | Derivative | Series C Preferred Stock | 2025-12-15 | C | D | 787,400 | — | 0 | I By DAG Ventures IV-A, LLC | — · — to — | 787,400 Common Stock | (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. |