InsiderTrades

Fortunato David

SEC CIK 2082564 · EDGAR

Buying vs selling by month open-market trades, last 24 months, WLTH
BoughtSold

Companies

TickerCompanyTitleHoldingBoughtSoldTradesFirstLast
WLTHWEALTHFRONT CORPCEO, Pres, Dir 1.94M — $25.07M 242025-12-112026-09-17

Most active insiders at WLTH, 12 months

#InsiderTitleBoughtSold
1 Tiger Global PIP Management X, Ltd.10% —$98.07M
2 Fortunato DavidCEO, Pres, Dir —$25.07M
3 IYER KALVP, Engineering —$3.73M
4 Wetterwald JulienCTO —$2.93M
5 Imberman AlanCFO, Treas —$2.46M
6 Lin LaurenCLO, CCO, Sec —$734.2K
7 GOLDMAN KENNETH ADir —$708.2K
8 Bisharat JalehDir —$300.6K
9 WILSON L MICHELLEDir —$12.5K
10 Schmidt Michael ReedDir ——

Transactions 24

Type
Reset
X Filed Traded Ticker Company Insider Title Type Price Qty Owned ΔOwn Value
T 2026-09-18 16:16 2026-09-17 WLTH WEALTHFRONT CORP Fortunato David CEO, Pres, Dir S - Sale $10.14 -50.0K 1.94M -3% -$507.2K
TI 2026-09-18 16:16 2026-09-17 WLTH WEALTHFRONT CORP Fortunato David CEO, Pres, Dir S - Sale $10.14 -50.0K 281.8K -15% -$507.2K
DM 2026-09-17 16:15 2026-09-15 WLTH WEALTHFRONT CORP Fortunato David CEO, Pres, Dir M - OptEx $0.00 +215.2K 2.11M +11% $0
DM 2026-09-17 16:15 2026-09-15+ WLTH WEALTHFRONT CORP Fortunato David CEO, Pres, Dir S - Sale+OE $10.60 -122.2K 1.99M -6% -$1.30M
DMI 2026-09-15 17:03 2026-09-11 WLTH WEALTHFRONT CORP Fortunato David CEO, Pres, Dir M - OptEx $1.73 +705.2K 767.2K +1,138% +$1.22M
DI 2026-09-15 17:03 2026-09-11 WLTH WEALTHFRONT CORP Fortunato David CEO, Pres, Dir F - Tax $10.38 -435.4K 331.8K -57% -$4.52M
DM 2026-06-17 16:13 2026-06-15 WLTH WEALTHFRONT CORP Fortunato David CEO, Pres, Dir M - OptEx $0.00 +215.2K 2.01M +12% $0
D 2026-06-17 16:13 2026-06-15 WLTH WEALTHFRONT CORP Fortunato David CEO, Pres, Dir F - Tax $8.80 -116.1K 1.90M -6% -$1.02M
D 2026-03-24 2026-03-20 WLTH WEALTHFRONT CORP Fortunato David CEO, Pres, Dir M - OptEx $2.45 +40.8K 1.80M +2% +$100.0K
A 2026-03-17 2025-12-15 WLTH WEALTHFRONT CORP Fortunato David CEO, Pres, Dir F - Tax $14.19 -115.9K 1.47M -7% -$1.64M
DM 2026-03-17 2026-03-15 WLTH WEALTHFRONT CORP Fortunato David CEO, Pres, Dir M - OptEx $0.00 +224.9K 1.88M +14% $0
D 2026-03-17 2026-03-16 WLTH WEALTHFRONT CORP Fortunato David CEO, Pres, Dir F - Tax $7.86 -121.3K 1.76M -6% -$953.6K
DA 2026-03-17 2025-12-11 WLTH WEALTHFRONT CORP 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 WEALTHFRONT CORP Fortunato David CEO, Pres, Dir M - OptEx $1.97 +365.6K 1.71M +27% +$718.7K
DA 2026-03-17 2025-12-11 WLTH WEALTHFRONT CORP Fortunato David CEO, Pres, Dir F - Tax $14.00 -1.62M 1.53M -51% -$22.69M
AI 2025-12-29 2025-12-11 WLTH WEALTHFRONT CORP Fortunato David CEO, Pres, Dir F - Tax $14.00 -91.5K 62.0K -60% -$1.28M
DM 2025-12-23 2025-12-19 WLTH WEALTHFRONT CORP Fortunato David CEO, Pres, Dir M - OptEx $1.65 +181.3K 1.71M +12% +$300.0K
D 2025-12-17 2025-12-15 WLTH WEALTHFRONT CORP Fortunato David CEO, Pres, Dir F - Tax $14.19 -109.3K 1.59M -6% -$1.55M
DM 2025-12-17 2025-12-15 WLTH WEALTHFRONT CORP Fortunato David CEO, Pres, Dir M - OptEx $0.00 +215.2K 1.64M +15% $0
DM 2025-12-15 2025-12-11 WLTH WEALTHFRONT CORP Fortunato David CEO, Pres, Dir M - OptEx $0.3267 +3.63M 2.25M New +$1.19M
D 2025-12-15 2025-12-11 WLTH WEALTHFRONT CORP Fortunato David CEO, Pres, Dir S - Sale+OE $14.00 -765.2K 1.48M -34% -$10.71M
DMI 2025-12-15 2025-12-11 WLTH WEALTHFRONT CORP Fortunato David CEO, Pres, Dir M - OptEx $0.7111 +248.9K 248.9K New +$177.0K
DI 2025-12-15 2025-12-11 WLTH WEALTHFRONT CORP Fortunato David CEO, Pres, Dir S - Sale+OE $14.00 -95.4K 153.5K -38% -$1.34M
D 2025-12-15 2025-12-11 WLTH WEALTHFRONT CORP Fortunato David CEO, Pres, Dir F - Tax $14.00 -1.53M 1.62M -49% -$21.39M

Purchase Sale Sale after option exercise All abbreviations