Form 4 for WLTH WEALTHFRONT CORP
Accepted 2026-06-17 16:17:57 ET · period of report 2026-06-15 · accession 0001497487-26-000004 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DMT | 2026-06-17 16:17 | 2026-06-15 | WLTH | IYER KAL | VP, Engineering | M - OptEx | $0.00 | +77.4K | 341.8K | +29% | $0 |
| DT | 2026-06-17 16:17 | 2026-06-15 | WLTH | IYER KAL | VP, Engineering | F - Tax | $8.80 | -41.8K | 300.0K | -12% | -$367.7K |
| DT | 2026-06-17 16:17 | 2026-06-15 | WLTH | IYER KAL | VP, Engineering | S - Sale+OE | $8.92 | -45.8K | 254.3K | -15% | -$408.2K |
| DMT | 2026-06-17 16:17 | 2026-06-15 | WLTH | IYER KAL | VP, Engineering | M - OptEx | $0.00 | -77.4K | 233.4K | -25% | $0 |
| DT | 2026-06-17 16:17 | 2025-12-30 | WLTH | IYER KAL | VP, Engineering | A - Grant | $0.00 | +249.0K | 249.0K | New | $0 |
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 | 2026-06-15 | M | A | 20,387 | $0.00 | 284,764 | D | — | — | |
| 2 | Common | Common Stock | 2026-06-15 | M | A | 20,387 | $0.00 | 305,151 | D | — | — | |
| 3 | Common | Common Stock | 2026-06-15 | M | A | 21,112 | $0.00 | 326,263 | D | — | — | |
| 4 | Common | Common Stock | 2026-06-15 | M | A | 15,562 | $0.00 | 341,825 | D | — | — | |
| 5 | Common | Common Stock | 2026-06-15 | F | D | 41,784 | $8.80 | 300,041 | D | — | — | (F1) 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. |
| 6 | Common | Common Stock | 2026-06-15 | S | D | 45,772 | $8.92 | 254,269 | D | — | — | (F2) This transaction was executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 14, 2026. |
| 7 | Derivative | Restricted Stock Units | 2026-06-15 | M | D | 20,387 | $0.00 | 61,163 | D | — · — to — | 20,387 Common Stock | (F3) Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. (F4) 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. (F5) These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. |
| 8 | Derivative | Restricted Stock Units | 2026-06-15 | M | D | 20,387 | $0.00 | 142,713 | D | — · — to — | 20,387 Common Stock | (F3) Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. (F6) 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. (F5) These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. |
| 9 | Derivative | Restricted Stock Units | 2026-06-15 | M | D | 21,112 | $0.00 | 232,238 | D | — · — to — | 21,112 Common Stock | (F3) Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. (F7) 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. (F5) These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. |
| 10 | Derivative | Restricted Stock Units | 2025-12-30 | A | A | 249,000 | $0.00 | 249,000 | D | — · — to — | 249,000 Common Stock | (F3) Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. (F8) The December 30, 2025 award of restricted stock units to the reporting person was not previously reported on a Form 4 due to inadvertent administrative error. The grant is reported late on this Form 4, together with the initial vesting of the award. (F9) 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. (F5) These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. |
| 11 | Derivative | Restricted Stock Units | 2026-06-15 | M | D | 15,562 | $0.00 | 233,438 | D | — · — to — | 15,562 Common Stock | (F3) Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. (F9) 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. (F5) These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. |