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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.
Wealthfront Corporation reported record results for fiscal 2026 and launched a major buyback. Annual revenue reached $365.0 million, up 18%, with fiscal Q4 revenue of $96.1 million, up 16%. Adjusted EBITDA rose to $170.7 million with a strong 47% margin and free cash flow of $151.1 million.
The company swung to a GAAP net loss of $42.1 million for the year and $133.7 million in Q4, driven by one-time IPO-related stock-based compensation expense of $239.0 million. Total platform assets reached a record $94.1 billion, with investment advisory assets of $48.7 billion and cash management assets of $45.4 billion. Cash and cash equivalents were $440.8 million as of January 31, 2026.
Wealthfront’s board approved a share repurchase program authorizing up to $100,000,000.00 of common stock, to be funded from existing cash and cash generated from operations. Q4 included total net deposits of $(0.4) billion, but funded clients grew 17% year-over-year to 1.42 million, and funded accounts grew 16% to 1.84 million.
Wealthfront Corporation completed an internal reorganization involving its home lending business. The company entered into an Equity Purchase Agreement with CEO and President David Fortunato, acquiring his limited liability company interest in Wealthfront Holdings LLC, which represented 95.1% of the aggregate LLC interests, for $1 of nominal consideration.
After this purchase, Wealthfront Corporation owns 100.0% of the limited liability company interests of Wealthfront Holdings LLC. Because Wealthfront Home Lending, LLC is a wholly owned subsidiary of Wealthfront Holdings LLC, it is now an indirect wholly owned subsidiary of Wealthfront Corporation. The company states it already directed significant activities and absorbed all benefits and losses of Wealthfront Home Lending, and that these operations and economics remain unchanged following the reorganization.