Form 4/A for WLTH WEALTHFRONT CORP
Accepted 2026-03-17 00:00:00 ET · period of report 2025-07-14 · accession 0002082564-26-000005 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DA | 2026-03-17 | 2025-12-11 | WLTH | Fortunato David | CEO, Pres, Dir | S - Sale+OE | $14.00 | -765.2K | 1.37M | -36% | -$10.71M |
| DMA | 2026-03-17 | 2025-12-11 | WLTH | Fortunato David | CEO, Pres, Dir | M - OptEx | $1.97 | +365.6K | 1.71M | +27% | +$718.7K |
| DA | 2026-03-17 | 2025-12-11 | WLTH | Fortunato David | CEO, Pres, Dir | F - Tax | $14.00 | -1.62M | 1.53M | -51% | -$22.69M |
| DMA | 2026-03-17 | 2025-12-11 | WLTH | Fortunato David | CEO, Pres, Dir | M - OptEx | $0.00 | -365.6K | 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 | 2025-12-11 | S | D | 765,154 | $14.00 | 1,371,514 | D | — | — | |
| 2 | Common | Common Stock | 2025-12-11 | M | A | 186,442 | $1.50 | 2,136,668 | D | — | — | |
| 3 | Common | Common Stock | 2025-12-11 | M | A | 179,184 | $2.45 | 1,708,226 | D | — | — | |
| 4 | Common | Common Stock | 2025-12-11 | F | D | 1,620,382 | $14.00 | 1,529,042 | D | — | — | |
| 5 | Derivative | Stock Option (Right to Buy) | 2025-12-11 | M | D | 179,184 | $0.00 | 40,816 | D | $2.45 · — to 2026-05-26 | 179,184 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 23, 2020. |
| 6 | Derivative | Stock Option (Right to Buy) | 2025-12-11 | M | D | 186,442 | $0.00 | 0 | D | $1.50 · — to 2028-02-13 | 186,442 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 December 27, 2021. |