Every Form 4 that Wealthfront Corporation (WLTH) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow WLTH and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full WLTH filings page.
WEALTHFRONT CORP (WLTH) reported that Chief Technology Officer Julien Wetterwald sold 26,138 shares of common stock on September 17, 2026 in an open-market or private transaction at a weighted average price of $10.1042 per share, under a Rule 10b5-1 trading plan adopted on January 14, 2026. Following this sale, he directly holds 696,525 shares of WEALTHFRONT CORP common stock.
Wealthfront Corp (WLTH) reported that officer Lauren Lin, who serves as CLO, CCO and Secretary, sold 4,574 shares of common stock on September 17, 2026 at an average price of $10.1037 per share. After this sale, she held 171,816 shares directly, under a Rule 10b5-1 trading plan adopted on January 14, 2026.
WEALTHFRONT CORP (WLTH) reported that Kal Iyer, its VP, Engineering, sold 26,738 shares of common stock on September 17, 2026 in an open-market transaction under a pre-arranged Rule 10b5-1 trading plan adopted on January 14, 2026. The weighted-average sale price was $10.1054 per share, with individual trades executed between $9.985 and $10.24 per share. Following this transaction, Mr. Iyer directly held 232,494 shares of WEALTHFRONT CORP common stock.
WEALTHFRONT CORP (WLTH) reports that its Chief Financial Officer and Treasurer, Alan Imberman, sold 76,540 shares of Common Stock on September 17, 2026, at a price of $10.1034 per share in an open market or private transaction. Following this sale, he held 396,970 shares directly. The sale was executed pursuant to a Rule 10b5-1 trading plan adopted on June 12, 2026, indicating it was pre-arranged.
WEALTHFRONT CORP (WLTH) director and CEO David Fortunato reported selling a total of 100,000 shares of Common Stock on September 17, 2026, in sales described as open market or private transactions at $10.1438 per share, pursuant to a Rule 10b5-1 trading plan adopted on June 17, 2026.
One sale of 50,000 shares was from his direct holdings, leaving 1,938,525 shares held directly. A separate sale of 50,000 shares came from shares directly held by his spouse, leaving 281,807 shares held by the spouse and reported as indirectly owned.
WEALTHFRONT CORP (WLTH) reported that Chief Technology Officer Julien Wetterwald settled restricted stock units and sold shares in mid-September 2026. On September 15, he acquired 60,499 shares of Common Stock at $0 upon conversion of vested restricted stock units, then sold 26,231 shares at a weighted average $10.7304 per share and on September 16 sold a further 8,130 shares at a weighted average $10.1910 per share. Footnotes state that the reported sales were made to satisfy tax withholding obligations, and no Rule 10b5-1 trading plan is reported.
WEALTHFRONT CORP (WLTH) reported that Lauren Lin, its CLO, CCO and Secretary, settled previously granted restricted stock units into common stock and conducted related sales. On September 15, 2026, RSU exercises covered 39,410 shares of common stock, followed by sales of 16,117 shares on September 15 and 4,995 shares on September 16 to satisfy tax withholding obligations incurred upon RSU vesting, at weighted average prices of $10.73 and $10.19 per share, respectively.
WEALTHFRONT CORP (WLTH) reported that Kal Iyer, its VP, Engineering, had restricted stock units vest and convert into common stock and also sold shares. On September 15, 2026, RSUs covering 77,452 shares were exercised and converted into an equal number of common shares. On September 15–16, 2026, Iyer sold a total of 43,991 shares of common stock in open-market transactions, with footnotes stating that these sales were made to satisfy tax withholding obligations arising from the RSU vesting. No Rule 10b5-1 trading plan is indicated.
WEALTHFRONT CORP (WLTH) reported that its Chief Financial Officer and Treasurer, Alan Imberman, had multiple equity transactions in mid-September 2026. On September 15, 2026, restricted stock units (RSUs) convertible into an aggregate of 64,199 shares of common stock vested and were exercised, resulting in the acquisition of the corresponding common shares at no cash exercise price.
On the same date, Imberman sold 20,304 shares of common stock at a weighted average price of $10.73 per share, and on September 16, 2026, sold an additional 6,292 shares at a weighted average price of $10.19 per share. According to the company’s disclosure, both sales were made to satisfy tax withholding obligations associated with the RSU vesting, and no Rule 10b5-1 trading plan is reported for these transactions.
WEALTHFRONT CORP (WLTH) reported that CEO and President David Fortunato exercised restricted stock units into a total of 215,175 shares of common stock on September 15, 2026, and sold 122,203 shares of common stock on September 15–16, 2026. Footnotes state the sales were made to satisfy tax withholding obligations from the RSU vesting, with prices reported as weighted averages. The filing also notes 331,807 shares of common stock are held indirectly by the reporting person’s spouse.
WEALTHFRONT CORP (WLTH) director Michelle L. Wilson reported an automatic settlement of 2,126 Restricted Stock Units into an equal number of shares of common stock on September 15, 2026, as part of a scheduled vesting program. She then sold 638 common shares at $10.55 per share pursuant to a Rule 10b5-1 trading plan adopted on January 14, 2026. Following the RSU conversion, she held 23,385 Restricted Stock Units directly.
WEALTHFRONT CORP (WLTH) director Michael Reed Schmidt reported an exercise and settlement of 2,126 Restricted Stock Units into 2,126 shares of Common Stock on September 15, 2026. The RSU award vests in quarterly installments on March 15, June 15, September 15, and December 15, subject to continued service. After this transaction, he held 27,637 Restricted Stock Units and 6,377 shares of Common Stock, all reported as directly owned.
WEALTHFRONT CORP (WLTH) director Jason Kilar reported the vesting and settlement of restricted stock units into common stock. On September 15, 2026, 23,544 restricted stock units were exercised into 23,544 shares of common stock at $0.00 per share, leaving him with 670,163 shares of common stock held directly. Each restricted stock unit represents a contingent right to receive one share of common stock and vests in quarterly installments, and no Rule 10b5-1 trading plan is reported.
WEALTHFRONT CORP (WLTH) reports that on September 11, 2026, CEO and President David Fortunato’s spouse exercised several fully vested stock options, converting an aggregate of 705,248 option rights into the same number of shares of common stock at exercise prices between $1.39 and $1.87 per share. These shares are reported as indirectly owned through the spouse. In a separate transaction on the same date, 435,437 shares of common stock held through the spouse were delivered or withheld at $10.38 per share to cover payment of option exercise price or tax liability. Following these transactions, Fortunato is reported as directly holding 1,895,553 shares of common stock. No Rule 10b5-1 trading plan is reported.
WEALTHFRONT CORP (WLTH) director Kenneth A. Goldman reported selling 10,000 shares of common stock on September 10, 2026 at $10.00 per share in an open-market or private transaction. The sale was executed pursuant to a Rule 10b5-1 trading plan adopted on January 14, 2026. Following the sale, he held 49,655 shares directly and an additional 48,359 shares indirectly through the Goldman-Valeriote Family Trust, for which he serves as trustee.
WEALTHFRONT CORP (symbol: WLTH) is the issuer of record for a Form 4 filing submitted to the SEC.
WEALTHFRONT CORP (WLTH) reported that Chief Technology Officer Julien Wetterwald sold 15,263 shares of common stock of WEALTHFRONT CORP on August 17, 2026 at an average price of $9.1593 per share in an open-market or private transaction. After this sale, he directly holds 696,525 shares of WEALTHFRONT CORP common stock. The transaction was executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 14, 2026.
Wealthfront Corp reports that Chief Technology Officer Julien Wetterwald completed a Rule 10b5-1 plan sale of 15,264 shares of common stock on July 15, 2026 at a weighted average price of $9.3554 per share, with individual trades executed between $9.13 and $9.49 per share. Following this transaction, he directly holds 711,788 shares of Wealthfront common stock. The Rule 10b5-1 trading plan for these sales was adopted on January 14, 2026.
Wealthfront Corp director Jaleh Bisharat reported selling 17,007 shares of Common Stock in open-market transactions. The sales occurred on July 6 and 7, 2026 at weighted average prices of $9.3868 and $9.5048 per share, across multiple trades between $9.24 and $9.57. Following these transactions, Bisharat held no shares directly. The filing notes the trades were executed under a Rule 10b5-1 trading plan adopted on April 6, 2026.
WILSON L MICHELLE reported acquisition or exercise transactions in this Form 4 filing.
WEALTHFRONT CORP director Michelle L. Wilson received a grant of 19,446 restricted stock units, each tied to one share of common stock. The award was granted at no cash cost and will vest in full on the earlier of the company’s next annual stockholder meeting or the first anniversary of the grant date, as long as she continues in service. If the vesting conditions are not met, the units may be cancelled rather than expiring on a fixed date. After this grant, her reported derivative holdings from this award total 19,446 units.
Schmidt Michael Reed reported acquisition or exercise transactions in this Form 4 filing.
WEALTHFRONT CORP director Michael Reed Schmidt received a grant of 19,446 restricted stock units (RSUs). Each RSU represents a right to receive one share of Wealthfront common stock at settlement, so the award currently corresponds to 19,446 potential shares.
The entire award will vest on the earlier of the next annual stockholder meeting or the first anniversary of the grant date, as long as Schmidt continues serving through that date. After this grant, he holds 19,446 RSUs directly and no sale or open-market purchase occurred.
RACHLEFF ANDREW S reported acquisition or exercise transactions in this Form 4 filing.
WEALTHFRONT CORP director and 10% owner Andrew S. Rachleff received a grant of 19,446 restricted stock units (RSUs). Each RSU represents the right to receive one share of WEALTHFRONT common stock upon settlement at no purchase price.
The award vests in full on the earlier of the next annual stockholder meeting or the first anniversary of the June 23, 2026 grant date, provided he remains in continuous service. If the vesting condition is not met, the RSUs are cancelled rather than expiring on a fixed date. Following this grant, his reported RSU holdings from this award total 19,446 units.
KILAR JASON reported acquisition or exercise transactions in this Form 4 filing.
WEALTHFRONT CORP director Jason Kilar received a new equity award in the form of restricted stock units. The filing shows a grant of 19,446 Restricted Stock Units, each tied to one share of WEALTHFRONT CORP common stock upon settlement.
The entire RSU award will vest on the earlier of the next annual meeting of stockholders or the first anniversary of the grant date, as long as Kilar continues to serve through that date. These RSUs do not have a traditional expiration date; they will either vest under the terms of the award or be cancelled before vesting.
GOLDMAN KENNETH A reported acquisition or exercise transactions in this Form 4 filing.
WEALTHFRONT CORP director Kenneth A. Goldman received a grant of 19,446 restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Wealthfront common stock upon settlement.
The award will fully vest on the earlier of the next annual stockholder meeting or the first anniversary of the grant date, as long as he remains in continuous service through that date. Following this grant, he holds 19,446 RSUs directly, which will either vest or be cancelled rather than expiring.
Wealthfront Corp director Jaleh Bisharat received a grant of 19,446 restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Wealthfront common stock upon settlement, with no cash exercise price.
The entire RSU award vests on the earlier of the next annual stockholder meeting or the first anniversary of the grant date, subject to Bisharat’s continuous service. After this grant, Bisharat holds 19,446 RSUs directly, which will either vest on the schedule described or be cancelled before vesting.
Wealthfront Corp Chief Technology Officer Julien Wetterwald reported an open-market sale of 39,810 shares of Common Stock at an average price of $8.4552 per share.
The transaction was executed under a Rule 10b5-1 trading plan adopted by Wetterwald on January 14, 2026, and he continues to hold 727,052 shares directly after the sale.
WEALTHFRONT CORP chief legal officer and chief compliance officer Lauren Lin reported an open-market sale of 4,840 shares of Common Stock at an average price of $8.4521 per share. After this transaction, she directly owns 158,092 shares of the company’s stock.
The sale was executed pursuant to a pre-arranged Rule 10b5-1 trading plan that she adopted on January 14, 2026, indicating the trade was scheduled in advance rather than timed discretionarily.
WEALTHFRONT CORP VP of Engineering Kal Iyer reported an open-market sale of company stock. On June 17, 2026, Iyer sold 28,498 shares of common stock at a weighted average price of $8.4573 per share. After this transaction, Iyer directly holds 225,771 shares of WEALTHFRONT CORP common stock. The sale was executed under a pre-arranged Rule 10b5-1 trading plan adopted on January 14, 2026, indicating it was scheduled in advance rather than timed discretionarily.
Wealthfront Corp director Michelle L. Wilson reported an exercise and sale of equity on June 15, 2026. She exercised 2,126 Restricted Stock Units, receiving an equal number of common shares, then sold 638 shares of common stock at $9.12 per share. The transactions were executed pursuant to a Rule 10b5-1 trading plan. After these transactions, she held 7,865 shares of Wealthfront common stock directly.
WEALTHFRONT CORP director Michael Reed Schmidt exercised restricted stock units into common shares in a compensation-related transaction. On June 15, 2026, he acquired 2,126 shares of Common Stock through the exercise of restricted stock units. Following the transaction, he directly held 4,251 shares of Common Stock and 29,763 Restricted Stock Units. Each restricted stock unit represents a right to receive one share of common stock upon settlement, and the award vests in sixteenth increments quarterly, subject to continued service.
WEALTHFRONT CORP director Jason Kilar reported an automatic equity award vesting on June 15, 2026. Restricted stock units covering 23,544 shares of Common Stock were settled, so he acquired that same number of common shares, with no open‑market purchase or sale.
After this settlement, Kilar directly holds 646,619 shares of Common Stock and 47,088 Restricted Stock Units. Each RSU represents a contingent right to receive one share that either vests or is cancelled, with the award vesting in equal sixteenth portions quarterly on March 15, June 15, September 15, and December 15, subject to continued service.
WEALTHFRONT CORP Chief Technology Officer Julien Wetterwald reported routine equity compensation activity involving restricted stock units and related tax withholding.
On June 15, 2026, he exercised derivative awards and converted them into a total of 81,026 shares of Common Stock, according to the filing’s transaction summary. These exercises reflect restricted stock units that vest in equal quarterly installments, subject to continued service, with initial vesting dates in September 2022, March 2024, March 2025, and March 2026.
In connection with the net settlement of these restricted stock units, the issuer withheld 43,716 shares of Common Stock at a price of $8.80 per share to cover tax withholding liabilities. The filing classifies this as a tax-withholding disposition rather than an open-market sale, and it indicates no open-market purchases or sales of WEALTHFRONT CORP stock by the CTO in this report.
WEALTHFRONT CORP chief legal and compliance officer Lauren Lin reported routine equity compensation activity involving restricted stock units on June 15, 2026. She exercised derivatives representing 39,409 shares of Common Stock, increasing her direct equity exposure through award vesting rather than open‑market purchases.
To cover related obligations, 20,052 shares of Common Stock were withheld by the company at $8.80 per share to satisfy tax liabilities, a non-market disposition. Following these transactions, Lin directly holds 182,984 shares of Common Stock and 25,000 restricted stock units, indicating the filing reflects compensation vesting and tax settlement rather than discretionary buying or selling.
Wealthfront Corp VP of Engineering Kal Iyer reported a mix of stock sales and equity compensation activity. On June 15, 2026, he exercised restricted stock units into 77,448 shares of common stock, then sold 45,772 shares in an open-market transaction at an average price of $8.9183 per share under a pre-arranged Rule 10b5-1 trading plan.
The company also withheld 41,784 shares at $8.80 per share to cover tax obligations from the net settlement of vested units. The filing further discloses a previously unreported grant of 249,000 restricted stock units on December 30, 2025, which vest in 1/16 quarterly installments, each unit representing a right to receive one share of common stock upon settlement.
Wealthfront Corp CFO and Treasurer Alan Imberman reported compensation-related stock activity on June 15, 2026. He exercised restricted stock units (RSUs) into 64,201 shares of Common Stock through multiple derivative exercises coded "M".
To cover related tax liabilities, 25,264 Common Stock shares were withheld by the company at $8.80 per share in a transaction coded "F", rather than sold in the open market. After these transactions, Imberman directly owned 419,783 shares of Common Stock, while 136,875 RSUs remained outstanding, each representing a contingent right to one share upon vesting.
The footnotes explain that the RSU awards vest quarterly in sixteenth increments, subject to continued service, and that the RSUs either vest or are cancelled; they do not expire. Overall, these moves reflect routine equity compensation vesting and tax withholding, not discretionary market buying or selling.
WEALTHFRONT CORP CEO David Fortunato reported compensation-related equity activity involving restricted stock units and associated tax withholding. On June 15, 2026, he exercised derivative awards to acquire an aggregate of 215,174 shares of Common Stock through restricted stock unit settlements. In connection with these settlements, 116,088 shares of Common Stock were withheld at $8.80 per share to satisfy tax withholding liabilities, a non‑market disposition. Following these transactions, Fortunato directly held 1,895,553 shares of Common Stock, with an additional 61,996 shares indirectly held by his spouse. The restricted stock units vest in equal quarterly installments on June 15, September 15, December 15, and March 15, subject to his continued service.
Wealthfront Corp CEO David Fortunato reported an option exercise acquiring 40,816 shares of Common Stock. He exercised a Stock Option (Right to Buy) for 40,816 underlying shares at an exercise price of $2.45 per share, converting the derivative into Common Stock rather than selling it.
After the transaction, he directly holds 1,796,467 shares of Common Stock. In addition, 61,996 shares of Common Stock are indirectly held by his spouse, as disclosed in the footnotes. The option was already fully vested under an award agreement that became fully vested on May 23, 2020, and this filing reflects the exercise ahead of the option’s stated expiration.
WEALTHFRONT CORP director Michelle L. Wilson reported a routine equity compensation event. On March 15, 2026, she exercised restricted stock units (RSUs) to acquire 2,126 shares of Common Stock, reflecting the scheduled vesting of a prior RSU award.
Each RSU represents a right to receive one share of Common Stock upon settlement. The award vests in equal 1/16 installments on the fifteenth day of September, December, March, and June, with the first tranche vested on September 15, 2025, and unvested RSUs either vest or are cancelled before their vesting dates.
Following this vesting, Wilson directly held 6,377 shares of Common Stock and 27,637 restricted stock units, according to the filing.
Wealthfront Corp director Michael Reed Schmidt reported equity compensation activity rather than open-market trading. On March 15, 2026, 2,125 restricted stock units vested and were exercised into 2,125 shares of Common Stock at $0.00 per share, leaving him with 31,889 restricted stock units and 2,125 shares directly held. These RSUs come from a 34,014-unit award granted on September 26, 2025 that vests in 16 equal quarterly installments on the fifteenth day of March, June, September, and December, so long as he continues serving the company. The filing notes this award was originally granted before Wealthfront’s IPO and previously disclosed on his Form 3.
WEALTHFRONT CORP director Jason Kilar exercised restricted stock units into 40,550 shares of Common Stock. On 2026-03-15, he converted 17,007 and 23,543 restricted stock units into an equal number of Common Stock shares at a stated price of $0.00 per share.
Following these exercises, Kilar directly holds 623,075 shares of Common Stock. Footnotes explain that each restricted stock unit represents a right to receive one share upon settlement and that the awards vest based on continued service, with vesting occurring on specified quarterly dates.
Wealthfront Corp director Kenneth A. Goldman increased his holdings through a stock award. On March 15, 2026, he exercised 17,007 restricted stock units, receiving the same number of common shares at a stated price of $0.00 per share as part of equity compensation.
After this vesting, he directly holds 59,655 shares of Wealthfront common stock. He also has an indirect position of 48,359 shares held by the Goldman-Valeriote Family Trust, for which he serves as trustee, reflecting additional family-related ownership.
WEALTHFRONT CORP director Jaleh Bisharat exercised restricted stock units into common shares as part of equity compensation. On March 15, 2026, 17,007 restricted stock units were converted into 17,007 shares of common stock at a price of $0.00 per share, reflecting settlement of previously granted awards rather than an open-market purchase. Following the transaction, Bisharat directly holds 17,007 shares of common stock, and no restricted stock units remain from this award.
WEALTHFRONT CORP director and 10% owner Andrew S. Rachleff exercised restricted stock units into common shares. On March 15, 2026, 29,762 restricted stock units converted into 29,762 shares of common stock at a price of $0.00 per share.
The award of restricted stock units vested in full on March 15, 2026, subject to his continued service to the company on the vesting date, and these units either vest or are cancelled before vesting. Following the transaction, he holds 29,762 shares directly and has additional indirect holdings through family trusts, including 16,424,204 shares held by the Rachleff Family Revocable Trust and 403,225 shares in each of two 2015 irrevocable trusts for his children, where he and his spouse serve as co-trustees.
WEALTHFRONT CORP Chief Technology Officer Julien Wetterwald reported equity compensation activity rather than open‑market trading. On March 15, 2026, multiple blocks of restricted stock units vested and were settled into a total of 81,024 shares of Common Stock at a conversion price of $0.00 per share.
On March 16, 2026, 29,208 shares of Common Stock were automatically withheld at an indicated value of $7.86 per share to cover tax liabilities associated with the RSU net settlement, as described in the footnotes. After these transactions, Wetterwald directly owns 727,052 shares of Common Stock, reflecting a routine compensation and tax‑withholding event.
Wealthfront Corp’s Chief Legal and Compliance Officer Lauren Lin reported routine equity compensation activity. On March 15, 2026, she exercised restricted stock units covering 40,626 shares of Common Stock at a conversion price of $0.00 per share.
On March 16, 2026, 14,707 shares of Common Stock were withheld at $7.86 per share to satisfy tax obligations, which is recorded as a disposition but is not an open-market sale. After these transactions, Lin directly holds 141,190 shares of Wealthfront Common Stock.
Wealthfront Corp VP of Engineering Kal Iyer exercised restricted stock units into Common Stock and had shares withheld to cover taxes. On March 15, 2026, he acquired 71,577 shares through RSU conversions at a $0.00 exercise price, reflecting quarterly vesting awards.
On March 16, 2026, 25,805 shares of Common Stock were withheld at $7.86 per share to satisfy tax liabilities, not as an open‑market sale. After these compensation-related transactions, Iyer directly owned 264,377 shares of Wealthfront Common Stock.
WEALTHFRONT CORP CFO Alan Imberman reported routine equity compensation activity involving restricted stock units and related tax withholding. On March 15, 2026, he exercised or settled restricted stock units into Common Stock in several tranches, which the data aggregates to 64,199 shares acquired through derivative exercises or conversions.
On March 16, 2026, 15,756 shares of Common Stock were withheld by the company at a price of $7.86 per share to cover tax liabilities, a non‑market "F" code disposition. After these transactions, he directly held 394,470 shares of Common Stock.
Wealthfront Corp CEO and President David Fortunato reported routine equity compensation activity. On March 15, 2026, multiple restricted stock unit awards vested, converting an aggregate of 224,875 restricted stock units into the same number of shares of Common Stock at a conversion price of $0.00 per share.
On March 16, 2026, 121,322 shares of Common Stock were withheld by the company at $7.86 per share to satisfy tax withholding liabilities, which is not an open-market sale. After these transactions, Fortunato directly holds 1,755,651 shares of Common Stock, and an additional 61,996 shares are reported as indirectly held by his spouse.
WEALTHFRONT CORP CEO and President David Fortunato exercised stock options and disposed of shares. He exercised options for a total of 365,626 shares of Common Stock at exercise prices of $2.45 and $1.50 per share. In connection with restricted stock units, 1,620,382 shares of Common Stock were withheld by the company to cover tax liabilities, a non-market disposition. He also sold 765,154 shares of Common Stock at $14.00 per share as part of the company’s secondary offering conducted in conjunction with its IPO. Following these transactions, he directly holds 1,371,514 shares of Common Stock.
WEALTHFRONT CORP director and CEO David Fortunato reported a tax-withholding share disposition related to equity compensation. The filing shows that 115,872 shares of Common Stock were withheld at $14.19 per share to cover tax liabilities from the net settlement of restricted stock units.
These shares were not sold in the open market but retained by the company to satisfy taxes. After this withholding transaction, Fortunato directly holds 1,470,816 shares of Common Stock, indicating he continues to maintain a substantial equity stake.