Form 4 for WLTH WEALTHFRONT CORP
Accepted 2025-12-23 00:00:00 ET · period of report 2025-12-19 · accession 0002082564-25-000009 · 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 | 2025-12-23 | 2025-12-19 | WLTH | Fortunato David | CEO, Pres, Dir | M - OptEx | $1.65 | +181.3K | 1.71M | +12% | +$300.0K |
| DM | 2025-12-23 | 2025-12-19 | WLTH | Fortunato David | CEO, Pres, Dir | M - OptEx | $0.00 | -181.3K | 2.83M | -6% | $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 | 2025-12-19 | M | A | 55,865 | $1.79 | 1,768,240 | D | — | — | |
| 2 | Common | Common Stock | 2025-12-19 | M | A | 71,942 | $1.39 | 1,658,900 | D | — | — | |
| 3 | Common | Common Stock | 2025-12-19 | M | A | 53,475 | $1.87 | 1,712,375 | D | — | — | |
| 4 | Derivative | Stock Option (Right to Buy) | 2025-12-19 | M | D | 53,475 | $0.00 | 1,333,555 | D | $1.87 · — to 2029-05-13 | 53,475 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 May 14, 2023. |
| 5 | Derivative | Stock Option (Right to Buy) | 2025-12-19 | M | D | 55,865 | $0.00 | 576,135 | D | $1.79 · — to 2028-08-22 | 55,865 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 May 23, 2022. |
| 6 | Derivative | Stock Option (Right to Buy) | 2025-12-19 | M | D | 71,942 | $0.00 | 2,828,058 | D | $1.39 · — to 2030-08-26 | 71,942 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 October 15, 2024. |