Form 4 for WLTH WEALTHFRONT CORP
Accepted 2025-12-29 00:00:00 ET · period of report 2025-12-23 · accession 0002078580-25-000008 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2025-12-29 | 2025-12-23 | WLTH | Wetterwald Julien | CTO | M - OptEx | $2.12 | +169.4K | 675.2K | +33% | +$358.8K |
| DM | 2025-12-29 | 2025-12-23 | WLTH | Wetterwald Julien | CTO | M - OptEx | $0.00 | -169.4K | 0 | -100% | $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 | 2025-12-23 | M | A | 24,000 | $2.45 | 529,835 | D | — | — | |
| 2 | Common | Common Stock | 2025-12-23 | M | A | 37,453 | $2.67 | 567,288 | D | — | — | |
| 3 | Common | Common Stock | 2025-12-23 | M | A | 55,865 | $1.79 | 623,153 | D | — | — | |
| 4 | Common | Common Stock | 2025-12-23 | M | A | 52,083 | $1.92 | 675,236 | D | — | — | |
| 5 | Derivative | Stock Option (Right to Buy) | 2025-12-23 | M | D | 55,865 | $0.00 | 194,135 | D | $1.79 · — to 2028-08-22 | 55,865 Common Stock | (F3) The option is fully vested. Pursuant to the terms of the reporting person's award agreement with the Issuer, the award became fully vested on July 1, 2022. |
| 6 | Derivative | Stock Option (Right to Buy) | 2025-12-23 | M | D | 52,083 | $0.00 | 97,917 | D | $1.92 · — to 2029-10-29 | 52,083 Common Stock | (F4) The option is fully vested. Pursuant to the terms of the reporting person's award agreement with the Issuer, the award became fully vested on September 17, 2023. |
| 7 | Derivative | Stock Option (Right to Buy) | 2025-12-23 | M | D | 37,453 | $0.00 | 15,047 | D | $2.67 · — to 2027-02-09 | 37,453 Common Stock | (F2) The option is fully vested. Pursuant to the terms of the reporting person's award agreement with the Issuer, the award became fully vested on January 1, 2021. |
| 8 | Derivative | Stock Option (Right to Buy) | 2025-12-23 | M | D | 24,000 | $0.00 | 0 | D | $2.45 · — to 2026-08-10 | 24,000 Common Stock | (F1) The option is fully vested. Pursuant to the terms of the reporting person's award agreement with the Issuer, the award became fully vested on July 1, 2020. |