TIGER GLOBAL MANAGEMENT LLC - 15 Dec 2025 Form 4 Insider Report for WEALTHFRONT CORP (WLTH)

Role
10%+ Owner
Signature
Tiger Global Private Investment Partners X, L.P., By: Tiger Global PIP Performance X, L.P., Its General Partner, Tiger Global PIP Management X, Ltd., Its General Partner, By: /s/ Eric Lane / President & Chief Operating Officer
Issuer symbol
WLTH
Transactions as of
15 Dec 2025
Net transactions value
-$98,068,768
Form type
4
Filing time
16 Dec 2025, 16:05:43 UTC
Previous filing
11 Dec 2025

Reporting Owners (5)

Name Relationship Address Signature Signature date CIK
TIGER GLOBAL MANAGEMENT LLC 10%+ Owner 9 WEST 57TH STREET, 35TH FLOOR, NEW YORK Tiger Global Private Investment Partners X, L.P., By: Tiger Global PIP Performance X, L.P., Its General Partner, Tiger Global PIP Management X, Ltd., Its General Partner, By: /s/ Eric Lane / President & Chief Operating Officer 16 Dec 2025 0001167483
Tiger Global Private Investment Partners X, L.P. 10%+ Owner 9 WEST 57TH STREET, 35TH FLOOR, NEW YORK Tiger Global PIP Performance X, L.P., By: Tiger Global PIP Management X, Ltd., Its General Partner, By: /s/ Eric Lane / President & Chief Operating Officer 16 Dec 2025 0001659414
Tiger Global PIP Performance X, L.P. 10%+ Owner 9 WEST 57TH STREET, 35TH FLOOR, NEW YORK Tiger Global PIP Management X, Ltd., By: /s/ Eric Lane / President & Chief Operating Officer 16 Dec 2025 0001659401
Tiger Global PIP Management X, Ltd. 10%+ Owner 9 WEST 57TH STREET, 35TH FLOOR, NEW YORK Tiger Global Management, LLC, By: /s/ Eric Lane / President & Chief Operating Officer 16 Dec 2025 0001659400
Coleman Charles P III 10%+ Owner C/O TIGER GLOBAL MANAGEMENT, LLC, 9 WEST 57TH STREET, 35TH FLOOR, NEW YORK /s/ Charles P. Coleman III 16 Dec 2025 0001307150

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction WLTH Common stock, $0.0001 par value per share ("Common Stock") Conversion of derivative security +14,359,800 +361% 18,332,547 15 Dec 2025 See footnotes F1, F2, F3
transaction WLTH Common Stock Conversion of derivative security +3,829,242 +21% 22,161,789 15 Dec 2025 See footnotes F2, F3, F4
transaction WLTH Common Stock Sale $98,068,768 -7,004,912 -32% $14.00 15,156,877 15 Dec 2025 See footnotes F2, F3, F5

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction WLTH Series G Preferred Stock Conversion of derivative security $0 -14,359,800 -100% $0.000000 0 15 Dec 2025 Common Stock 14,359,800 See footnotes F1, F2, F3
transaction WLTH Series G-1 Preferred Stock Conversion of derivative security $0 -3,829,242 -100% $0.000000 0 15 Dec 2025 Common Stock 3,829,242 See footnotes F2, F3, F4
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 The Series G Preferred Stock was convertible at any time, at the holder's election into an equivalent number of shares of Common Stock, and did not have an expiration date. The shares of Series G Preferred Stock automatically converted into an equivalent number of shares of the Issuer's Common Stock upon the closing of the Issuer's initial public offering.
F2 The securities of the Issuer are held by Tiger Global Private Investment Partners X, L.P. ("Tiger Global PIP X") and/or its related persons. Tiger Global PIP Performance X, L.P. ("Tiger Global PIP X GP") is the general partner of Tiger Global PIP X. Tiger Global PIP Management X, Ltd. is the general partner of Tiger Global PIP X GP. Tiger Global Management, LLC ("Tiger Global Management") serves as investment manager for Tiger Global PIP X. Tiger Global Management is controlled by Charles P. Coleman III.
F3 Each of the Reporting Persons disclaim beneficial ownership of the reported securities except to the extent of his or its pecuniary interest therein, if any, and affirmatively disclaim being a "group" for purposes of Section 16 of the Exchange Act, as amended.
F4 The Series G-1 Preferred Stock was convertible at any time, at the holder's election into an equivalent number of shares of Common Stock, and did not have an expiration date. The shares of Series G-1 Preferred Stock automatically converted into an equivalent number of shares of the Issuer's Common Stock upon the closing of the Issuer's initial public offering.
F5 Represents shares sold as a selling stockholder in the Issuer's initial public offering.