Wealthfront Corp (WLTH) director reports 34,014 IPO-contingent RSUs award

Q: When do the Wealthfront Corp (WLTH) restricted stock units start vesting?

The award is scheduled to begin vesting on March 15, 2026 , when the first one-sixteenth of the total restricted stock units vests, followed by quarterly vesting on the fifteenth of March, June, September, and December.

Q: What conditions apply to the Wealthfront Corp (WLTH) director's RSU vesting?

The RSUs require a performance-based condition tied to Wealthfront’s initial public offering and a service-based vesting schedule , with continued service required on each vesting date.

Q: Do the Wealthfront Corp (WLTH) restricted stock units have an expiration date?

No. The filing states that these restricted stock units do not expire ; they either vest or are cancelled before the scheduled vesting dates.

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

Wealthfront Corp reported an initial insider ownership position for a director as of December 11, 2025. The director beneficially owns 34,014 restricted stock units tied to Wealthfront common stock.

The award is subject to a performance condition that will be satisfied in connection with Wealthfront’s initial public offering and also follows a service-based vesting schedule. One sixteenth of the units vest quarterly on the fifteenth day of March, June, September, and December, with the first tranche scheduled for March 15, 2026, if the director continues to serve. These units do not expire; they either vest or are cancelled, and each vested unit converts into one share of common stock upon settlement.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider Schmidt Michael Reed

Role Director

Type	Security	Shares	Price	Value
holding	Restricted Stock Units	--	--	--

Holdings After Transaction: Restricted Stock Units — 34,014 shares (Direct)

Footnotes (1)

The award was granted subject to a performance-based vesting condition which shall be satisfied in connection with the Issuer's initial public offering, as well as a service-based vesting schedule. The award shall vest as to 1/16 of the total award quarterly on the fifteenth calendar day of March, June, September, and December, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche time-vesting on March 15, 2026. These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.

Understanding Insider Trading Forms →

12/11/2025 - 09:00 PM

SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0104
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

Schmidt Michael Reed

(Last)

(First)

(Middle)

C/O WEALTHFRONT CORPORATION

261 HAMILTON AVENUE

(Street)

PALO ALTO

94301

(City)

(State)

(Zip)

2. Date of Event Requiring Statement (Month/Day/Year)
12/11/2025

3. Issuer Name and Ticker or Trading Symbol
WEALTHFRONT CORP [ WLTH ]

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director	10% Owner
	Officer (give title below)	Other (specify below)

5. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
1. Title of Derivative Security (Instr. 4)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
Restricted Stock Units	⁽¹⁾	⁽²⁾	Common Stock	34,014	⁽³⁾	D

Explanation of Responses:

1. The award was granted subject to a performance-based vesting condition which shall be satisfied in connection with the Issuer's initial public offering, as well as a service-based vesting schedule. The award shall vest as to 1/16 of the total award quarterly on the fifteenth calendar day of March, June, September, and December, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche time-vesting on March 15, 2026.

2. These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.

3. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.

	/s/ Lauren Lin, as Attorney-in-Fact	12/11/2025
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

Source: View Original Filing on SEC EDGAR

FAQ

What insider holdings does Wealthfront Corp (WLTH) disclose in this filing?

The filing shows a Wealthfront Corp director beneficially owning 34,014 restricted stock units linked to Wealthfront common stock as of December 11, 2025.

How many Wealthfront Corp (WLTH) shares are underlying the director's RSUs?

The director holds restricted stock units representing a right to receive 34,014 shares of Wealthfront common stock upon settlement.

When do the Wealthfront Corp (WLTH) restricted stock units start vesting?

The award is scheduled to begin vesting on March 15, 2026, when the first one-sixteenth of the total restricted stock units vests, followed by quarterly vesting on the fifteenth of March, June, September, and December.

What conditions apply to the Wealthfront Corp (WLTH) director's RSU vesting?

The RSUs require a performance-based condition tied to Wealthfront’s initial public offering and a service-based vesting schedule, with continued service required on each vesting date.

Do the Wealthfront Corp (WLTH) restricted stock units have an expiration date?

No. The filing states that these restricted stock units do not expire; they either vest or are cancelled before the scheduled vesting dates.

What does each Wealthfront Corp (WLTH) restricted stock unit represent?

Each restricted stock unit represents a contingent right to receive one share of Wealthfront Corp common stock upon settlement.