WLTH insider transaction filings
WEALTHFRONT CORP — 50 most recent Form 4 filings from SEC EDGAR, normalized by FilingPulse. Latest filing: 2026-09-18. Screen WLTH transaction legs live →
Insider transaction summary — last 90 days
2026-06-24 to 2026-09-22, from the filings listed below: 25 Form 4 filings. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): 22 legs across 15 filings by 8 insiders — 540,425 shares, $5,550,463 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 58.
- Largest priced transaction: sale of 93,289 shares @ $10.73 ($1,001,028) by Fortunato David, filed 2026-09-17.
By insider — same window
Open-market purchase/sale legs on non-derivative securities, grouped by the filing's reporting owner(s); joint filings appear once. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Insider | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|
| Fortunato David — CEO and President, Director | 3 | — | 4 legs · 222,203 sh · $2,310,071 | 17 |
| Imberman Alan — CFO and Treasurer | 2 | — | 3 legs · 103,136 sh · $1,055,306 | 6 |
| Wetterwald Julien — Chief Technology Officer | 4 | — | 5 legs · 91,026 sh · $911,025 | 6 |
| IYER KAL — VP, Engineering | 2 | — | 3 legs · 70,729 sh · $736,625 | 8 |
| Lin Lauren — CLO, CCO and Secretary | 3 | — | 3 legs · 25,686 sh · $270,060 | 9 |
| Bisharat Jaleh — Director | 2 | — | 2 legs · 17,007 sh · $160,645 | 1 |
| GOLDMAN KENNETH A — Director | 2 | — | 1 leg · 10,000 sh · $100,000 | 1 |
| WILSON L MICHELLE — Director | 2 | — | 1 leg · 638 sh · $6,731 | 3 |
| KILAR JASON — Director | 2 | — | — | 3 |
| Schmidt Michael Reed — Director | 2 | — | — | 3 |
+1 more insider in the window, not shown — every filing appears in the table below.
Recent Form 4 filings — WEALTHFRONT CORP
| Filed | Form | Insider | Reported transactions | Source |
|---|---|---|---|---|
| 2026-09-18 | 4 | Lin Lauren — CLO, CCO and Secretary | Sale (S): 4,574 @ $10.10 | EDGAR |
| 2026-09-18 | 4 | Wetterwald Julien — Chief Technology Officer | Sale (S): 26,138 @ $10.10 | EDGAR |
| 2026-09-18 | 4 | Fortunato David — CEO and President, Director | Sale (S): 50,000 @ $10.14 · Sale (S): 50,000 @ $10.14 | EDGAR |
| 2026-09-18 | 4 | Imberman Alan — CFO and Treasurer | Sale (S): 76,540 @ $10.10 | EDGAR |
| 2026-09-18 | 4 | IYER KAL — VP, Engineering | Sale (S): 26,738 @ $10.11 | EDGAR |
| 2026-09-17 | 4 | Wetterwald Julien — Chief Technology Officer | Option exercise (M): 20,387 @ $0 · Option exercise (M): 21,112 @ $0 · Option exercise (M): 19,000 @ $0 · Sale (S): 26,231 @ $10.73 · Sale (S): 8,130 @ $10.19 · Option exercise (M): 20,387 (derivative) @ $0 · +2 more | EDGAR |
| 2026-09-17 | 4 | IYER KAL — VP, Engineering | Option exercise (M): 20,388 @ $0 · Option exercise (M): 20,388 @ $0 · Option exercise (M): 21,113 @ $0 · Option exercise (M): 15,563 @ $0 · Sale (S): 33,583 @ $10.73 · Sale (S): 10,408 @ $10.19 · +4 more | EDGAR |
| 2026-09-17 | 4 | Lin Lauren — CLO, CCO and Secretary | Option exercise (M): 12,500 @ $0 · Option exercise (M): 9,375 @ $0 · Option exercise (M): 4,688 @ $0 · Option exercise (M): 12,847 @ $0 · Sale (S): 16,117 @ $10.73 · Sale (S): 4,995 @ $10.19 · +4 more | EDGAR |
| 2026-09-17 | 4 | Imberman Alan — CFO and Treasurer | Option exercise (M): 22,812 @ $0 · Option exercise (M): 23,625 @ $0 · Option exercise (M): 17,762 @ $0 · Sale (S): 20,304 @ $10.73 · Sale (S): 6,292 @ $10.19 · Option exercise (M): 22,812 (derivative) @ $0 · +2 more | EDGAR |
| 2026-09-17 | 4 | KILAR JASON — Director | Option exercise (M): 23,544 @ $0 · Option exercise (M): 23,544 (derivative) @ $0 | EDGAR |
| 2026-09-17 | 4 | Schmidt Michael Reed — Director | Option exercise (M): 2,126 @ $0 · Option exercise (M): 2,126 (derivative) @ $0 | EDGAR |
| 2026-09-17 | 4 | WILSON L MICHELLE — Director | Option exercise (M): 2,126 @ $0 · Sale (S): 638 @ $10.55 · Option exercise (M): 2,126 (derivative) @ $0 | EDGAR |
| 2026-09-17 | 4 | Fortunato David — CEO and President, Director | Option exercise (M): 76,463 @ $0 · Option exercise (M): 79,181 @ $0 · Option exercise (M): 59,531 @ $0 · Sale (S): 93,289 @ $10.73 · Sale (S): 28,914 @ $10.19 · Option exercise (M): 76,463 (derivative) @ $0 · +2 more | EDGAR |
| 2026-09-15 | 4 | Fortunato David — CEO and President, Director | Option exercise (M): 40,000 @ $1.50 · Option exercise (M): 8,998 @ $1.50 · Option exercise (M): 400,000 @ $1.79 · Option exercise (M): 150,000 @ $1.87 · Option exercise (M): 106,250 @ $1.39 · Tax withholding (F): 435,437 @ $10.38 · +5 more | EDGAR |
| 2026-09-11 | 4 | GOLDMAN KENNETH A — Director | Sale (S): 10,000 @ $10 | EDGAR |
| 2026-08-26 | 4 | Lin Lauren — CLO, CCO and Secretary | Grant/award (A): 207,000 (derivative) @ $0 | EDGAR |
| 2026-08-19 | 4 | Wetterwald Julien — Chief Technology Officer | Sale (S): 15,263 @ $9.16 | EDGAR |
| 2026-07-17 | 4 | Wetterwald Julien — Chief Technology Officer | Sale (S): 15,264 @ $9.36 | EDGAR |
| 2026-07-08 | 4 | Bisharat Jaleh — Director | Sale (S): 8,504 @ $9.39 · Sale (S): 8,503 @ $9.50 | EDGAR |
| 2026-06-25 | 4 | Schmidt Michael Reed — Director | Grant/award (A): 19,446 (derivative) @ $0 | EDGAR |
| 2026-06-25 | 4 | Bisharat Jaleh — Director | Grant/award (A): 19,446 (derivative) @ $0 | EDGAR |
| 2026-06-25 | 4 | KILAR JASON — Director | Grant/award (A): 19,446 (derivative) @ $0 | EDGAR |
| 2026-06-25 | 4 | GOLDMAN KENNETH A — Director | Grant/award (A): 19,446 (derivative) @ $0 | EDGAR |
| 2026-06-25 | 4 | RACHLEFF ANDREW S — Director, 10% owner | Grant/award (A): 19,446 (derivative) @ $0 | EDGAR |
| 2026-06-25 | 4 | WILSON L MICHELLE — Director | Grant/award (A): 19,446 (derivative) @ $0 | EDGAR |
| 2026-06-22 | 4 | Lin Lauren — CLO, CCO and Secretary | Sale (S): 4,840 @ $8.45 | EDGAR |
| 2026-06-22 | 4 | Wetterwald Julien — Chief Technology Officer | Sale (S): 39,810 @ $8.46 | EDGAR |
| 2026-06-22 | 4 | IYER KAL — VP, Engineering | Sale (S): 28,498 @ $8.46 | EDGAR |
| 2026-06-17 | 4 | Schmidt Michael Reed — Director | Option exercise (M): 2,126 @ $0 · Option exercise (M): 2,126 (derivative) @ $0 | EDGAR |
| 2026-06-17 | 4 | Lin Lauren — CLO, CCO and Secretary | Option exercise (M): 12,500 @ $0 · Option exercise (M): 9,375 @ $0 · Option exercise (M): 4,687 @ $0 · Option exercise (M): 12,847 @ $0 · Tax withholding (F): 20,052 @ $8.80 · Option exercise (M): 12,500 (derivative) @ $0 · +3 more | EDGAR |
| 2026-06-17 | 4 | Imberman Alan — CFO and Treasurer | Option exercise (M): 22,813 @ $0 · Option exercise (M): 23,625 @ $0 · Option exercise (M): 17,763 @ $0 · Tax withholding (F): 25,264 @ $8.80 · Option exercise (M): 22,813 (derivative) @ $0 · Option exercise (M): 23,625 (derivative) @ $0 · +1 more | EDGAR |
| 2026-06-17 | 4 | Fortunato David — CEO and President, Director | Option exercise (M): 76,462 @ $0 · Option exercise (M): 79,181 @ $0 · Option exercise (M): 59,531 @ $0 · Tax withholding (F): 116,088 @ $8.80 · Option exercise (M): 76,462 (derivative) @ $0 · Option exercise (M): 79,181 (derivative) @ $0 · +1 more | EDGAR |
| 2026-06-17 | 4 | Wetterwald Julien — Chief Technology Officer | Option exercise (M): 20,525 @ $0 · Option exercise (M): 20,388 @ $0 · Option exercise (M): 21,113 @ $0 · Option exercise (M): 19,000 @ $0 · Tax withholding (F): 43,716 @ $8.80 · Option exercise (M): 20,525 (derivative) @ $0 · +3 more | EDGAR |
| 2026-06-17 | 4 | IYER KAL — VP, Engineering | Option exercise (M): 20,387 @ $0 · Option exercise (M): 20,387 @ $0 · Option exercise (M): 21,112 @ $0 · Option exercise (M): 15,562 @ $0 · Tax withholding (F): 41,784 @ $8.80 · Sale (S): 45,772 @ $8.92 · +5 more | EDGAR |
| 2026-06-17 | 4 | KILAR JASON — Director | Option exercise (M): 23,544 @ $0 · Option exercise (M): 23,544 (derivative) @ $0 | EDGAR |
| 2026-06-17 | 4 | WILSON L MICHELLE — Director | Option exercise (M): 2,126 @ $0 · Sale (S): 638 @ $9.12 · Option exercise (M): 2,126 (derivative) @ $0 | EDGAR |
| 2026-03-24 | 4 | Fortunato David — CEO and President, Director | Option exercise (M): 40,816 @ $2.45 · Option exercise (M): 40,816 (derivative) @ $0 | EDGAR |
| 2026-03-17 | 4 | Schmidt Michael Reed — Director | Option exercise (M): 2,125 @ $0 · Option exercise (M): 2,125 (derivative) @ $0 · Grant/award (A): 34,014 (derivative) @ $0 | EDGAR |
| 2026-03-17 | 4 | Lin Lauren — CLO, CCO and Secretary | Option exercise (M): 1,216 @ $0 · Option exercise (M): 12,500 @ $0 · Option exercise (M): 9,375 @ $0 · Option exercise (M): 4,688 @ $0 · Option exercise (M): 12,847 @ $0 · Tax withholding (F): 14,707 @ $7.86 · +5 more | EDGAR |
| 2026-03-17 | 4 | Imberman Alan — CFO and Treasurer | Option exercise (M): 22,812 @ $0 · Option exercise (M): 23,625 @ $0 · Option exercise (M): 17,762 @ $0 · Tax withholding (F): 15,756 @ $7.86 · Option exercise (M): 22,812 (derivative) @ $0 · Option exercise (M): 23,625 (derivative) @ $0 · +1 more | EDGAR |
| 2026-03-17 | 4 | Bisharat Jaleh — Director | Option exercise (M): 17,007 @ $0 · Option exercise (M): 17,007 (derivative) @ $0 | EDGAR |
| 2026-03-17 | 4 | Fortunato David — CEO and President, Director | Option exercise (M): 9,698 @ $0 · Option exercise (M): 76,463 @ $0 · Option exercise (M): 79,182 @ $0 · Option exercise (M): 59,532 @ $0 · Tax withholding (F): 121,322 @ $7.86 · Option exercise (M): 9,698 (derivative) @ $0 · +3 more | EDGAR |
| 2026-03-17 | 4 | Wetterwald Julien — Chief Technology Officer | Option exercise (M): 20,525 @ $0 · Option exercise (M): 20,387 @ $0 · Option exercise (M): 21,112 @ $0 · Option exercise (M): 19,000 @ $0 · Tax withholding (F): 29,208 @ $7.86 · Option exercise (M): 20,525 (derivative) @ $0 · +3 more | EDGAR |
| 2026-03-17 | 4/A | Fortunato David — CEO and President, Director | Tax withholding (F): 1,620,382 @ $14 · Option exercise (M): 179,184 @ $2.45 · Option exercise (M): 186,442 @ $1.50 · Sale (S): 765,154 @ $14 · Option exercise (M): 179,184 (derivative) @ $0 · Option exercise (M): 186,442 (derivative) @ $0 | EDGAR |
| 2026-03-17 | 4/A | Fortunato David — CEO and President, Director | Tax withholding (F): 115,872 @ $14.19 | EDGAR |
| 2026-03-17 | 4 | IYER KAL — VP, Engineering | Option exercise (M): 9,688 @ $0 · Option exercise (M): 20,388 @ $0 · Option exercise (M): 20,388 @ $0 · Option exercise (M): 21,113 @ $0 · Tax withholding (F): 25,805 @ $7.86 · Option exercise (M): 9,688 (derivative) @ $0 · +3 more | EDGAR |
| 2026-03-17 | 4 | KILAR JASON — Director | Option exercise (M): 17,007 @ $0 · Option exercise (M): 23,543 @ $0 · Option exercise (M): 17,007 (derivative) @ $0 · Option exercise (M): 23,543 (derivative) @ $0 | EDGAR |
| 2026-03-17 | 4 | GOLDMAN KENNETH A — Director | Option exercise (M): 17,007 @ $0 · Option exercise (M): 17,007 (derivative) @ $0 | EDGAR |
| 2026-03-17 | 4 | RACHLEFF ANDREW S — Director, 10% owner | Option exercise (M): 29,762 @ $0 · Option exercise (M): 29,762 (derivative) @ $0 | EDGAR |
| 2026-03-17 | 4 | WILSON L MICHELLE — Director | Option exercise (M): 2,126 @ $0 · Option exercise (M): 2,126 (derivative) @ $0 | EDGAR |
Recent 8-K events — WEALTHFRONT CORP
| Filed | Form | Items reported | Source |
|---|---|---|---|
| 2026-09-09 | 8-K | 2.02 — Results of Operations and Financial Condition 7.01 — Regulation FD Disclosure 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-06-24 | 8-K | 5.07 — Submission of Matters to a Vote of Security Holders | EDGAR |
| 2026-06-04 | 8-K | 2.02 — Results of Operations and Financial Condition 7.01 — Regulation FD Disclosure 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-03-11 | 8-K | 2.02 — Results of Operations and Financial Condition 7.01 — Regulation FD Disclosure 8.01 — Other Events 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-02-18 | 8-K | 1.01 — Entry into a Material Definitive Agreement 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-01-28 | 8-K | 7.01 — Regulation FD Disclosure | EDGAR |
| 2026-01-12 | 8-K | 2.02 — Results of Operations and Financial Condition 7.01 — Regulation FD Disclosure 9.01 — Financial Statements and Exhibits | EDGAR |
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