Andrew S. Rachleff - 15 Dec 2025 Form 4 Insider Report for WEALTHFRONT CORP (WLTH)

Signature
/s/ Lauren Lin, as Attorney-in-Fact
Issuer symbol
WLTH
Transactions as of
15 Dec 2025
Net transactions value
$0
Form type
4
Filing time
15 Dec 2025, 20:47:00 UTC
Previous filing
11 Dec 2025

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
RACHLEFF ANDREW S Director, 10%+ Owner C/O WEALTHFRONT CORPORATION, 261 HAMILTON AVENUE, PALO ALTO /s/ Lauren Lin, as Attorney-in-Fact 15 Dec 2025 0001190190

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction WLTH Common Stock Conversion of derivative security +1,012,500 +14% 8,466,777 15 Dec 2025 By Rachleff Family Revocable Trust UTD 5/19/92 F1, F2
transaction WLTH Common Stock Conversion of derivative security +2,832,280 +33% 11,299,057 15 Dec 2025 By Rachleff Family Revocable Trust UTD 5/19/92 F1, F2
transaction WLTH Common Stock Conversion of derivative security +298,160 +2.6% 11,597,217 15 Dec 2025 By Rachleff Family Revocable Trust UTD 5/19/92 F1, F2
transaction WLTH Common Stock Conversion of derivative security +3,704,406 +32% 15,301,623 15 Dec 2025 By Rachleff Family Revocable Trust UTD 5/19/92 F1, F2
transaction WLTH Common Stock Conversion of derivative security +158,278 +1% 15,459,901 15 Dec 2025 By Rachleff Family Revocable Trust UTD 5/19/92 F1, F2
transaction WLTH Common Stock Conversion of derivative security +761,294 +4.9% 16,221,195 15 Dec 2025 By Rachleff Family Revocable Trust UTD 5/19/92 F1, F2
transaction WLTH Common Stock Conversion of derivative security +203,009 +1.3% 16,424,204 15 Dec 2025 By Rachleff Family Revocable Trust UTD 5/19/92 F1, F2
holding WLTH Common Stock 403,225 15 Dec 2025 See Footnote 3 F3
holding WLTH Common Stock 403,225 15 Dec 2025 See Footnote 4 F4

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 A Preferred Stock Conversion of derivative security -1,012,500 -100% 0 15 Dec 2025 Common Stock 1,012,500 By Rachleff Family Revocable Trust UTD 5/19/92 F1, F2
transaction WLTH Series B Preferred Stock Conversion of derivative security -2,832,280 -100% 0 15 Dec 2025 Common Stock 2,832,280 By Rachleff Family Revocable Trust UTD 5/19/92 F1, F2
transaction WLTH Series C Preferred Stock Conversion of derivative security -298,160 -100% 0 15 Dec 2025 Common Stock 298,160 By Rachleff Family Revocable Trust UTD 5/19/92 F1, F2
transaction WLTH Series D Preferred Stock Conversion of derivative security -3,704,406 -100% 0 15 Dec 2025 Common Stock 3,704,406 By Rachleff Family Revocable Trust UTD 5/19/92 F1, F2
transaction WLTH Series E Preferred Stock Conversion of derivative security -158,278 -100% 0 15 Dec 2025 Common Stock 158,278 By Rachleff Family Revocable Trust UTD 5/19/92 F1, F2
transaction WLTH Series G Preferred Stock Conversion of derivative security -761,294 -100% 0 15 Dec 2025 Common Stock 761,294 By Rachleff Family Revocable Trust UTD 5/19/92 F1, F2
transaction WLTH Series G-1 Preferred Stock Conversion of derivative security -203,009 -100% 0 15 Dec 2025 Common Stock 203,009 By Rachleff Family Revocable Trust UTD 5/19/92 F1, F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Pursuant to the Issuer's Restated Certificate of Incorporation, each share of Series D Convertible Preferred Stock, Series E Convertible Preferred Stock, Series F Convertible Preferred Stock, Series G Convertible Preferred Stock, or Series G-1 Convertible Preferred Stock (collectively, "Preferred Stock") may be converted, at the option of the holder, at any time. In connection with the completion of the Issuer's initial public offering of its Common Stock, each share of Preferred Stock automatically converted into shares of Common Stock at a ratio of 1-for-1. The securities have no expiration date.
F2 The reported securities are directly held by the Rachleff Family Revocable Trust UTD 5/19/92, for which the reporting person and his spouse serve as co-trustees, and of which the reporting person and his household members are the beneficiaries.
F3 The reported securities are directly held by The Jake Alexander Rachleff 2015 Irrevocable Trust u/a/d 5/15/2015, for which the reporting person and his spouse serve as co-trustees, and of which their child is the beneficiary.
F4 The reported securities are directly held by The Shelby Elizabeth Rachleff 2015 Irrevocable Trust u/a/d 5/15/2015, for which the reporting person and his spouse serve as co-trustees, and of which their child is the beneficiary.