| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| GOLDMAN KENNETH A | Director | C/O WEALTHFRONT CORPORATION, 261 HAMILTON AVENUE, PALO ALTO | /s/ Lauren Lin, as Attorney-in-Fact | 15 Dec 2025 | 0001218470 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | WLTH | Common Stock | Options Exercise | $0 | +6,945 | $0.000000 | 6,945 | 11 Dec 2025 | Direct | ||
| transaction | WLTH | Common Stock | Options Exercise | $0 | +27,778 | +400% | $0.000000 | 34,723 | 11 Dec 2025 | Direct | |
| transaction | WLTH | Common Stock | Options Exercise | $0 | +30,500 | +88% | $0.000000 | 65,223 | 11 Dec 2025 | Direct | |
| transaction | WLTH | Common Stock | Options Exercise | $0 | +15,496 | +24% | $0.000000 | 80,719 | 11 Dec 2025 | Direct | |
| transaction | WLTH | Common Stock | Sale | $532,994 | -38,071 | -47% | $14.00 | 42,648 | 11 Dec 2025 | Direct | F1 |
| transaction | WLTH | Common Stock | Sale | $75,222 | -5,373 | -100% | $14.00 | 0 | 11 Dec 2025 | By Goldman-Valeriote Family Trust | F1, F2 |
| transaction | WLTH | Common Stock | Conversion of derivative security | +53,732 | 48,359 | 15 Dec 2025 | By Goldman-Valeriote Family Trust | F2, F3 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | WLTH | Series C Preferred Stock | Gift | -25,000 | -32% | 53,732 | 17 Jul 2025 | Common Stock | 25,000 | By Goldman-Valeriote Family Trust | F2, F3, F4, F5 | |||
| transaction | WLTH | Restricted Stock Units | Options Exercise | $0 | -6,945 | -100% | $0.000000 | 0 | 11 Dec 2025 | Common Stock | 6,945 | Direct | F6, F7, F8 | |
| transaction | WLTH | Restricted Stock Units | Options Exercise | $0 | -27,778 | -100% | $0.000000 | 0 | 11 Dec 2025 | Common Stock | 27,778 | Direct | F6, F8, F9 | |
| transaction | WLTH | Restricted Stock Units | Options Exercise | $0 | -30,500 | -100% | $0.000000 | 0 | 11 Dec 2025 | Common Stock | 30,500 | Direct | F6, F8, F10 | |
| transaction | WLTH | Restricted Stock Units | Options Exercise | $0 | -15,496 | -100% | $0.000000 | 0 | 11 Dec 2025 | Common Stock | 15,496 | Direct | F6, F8, F11 | |
| transaction | WLTH | Series C Preferred Stock | Conversion of derivative security | -53,732 | -100% | 0 | 15 Dec 2025 | Common Stock | 53,732 | By Goldman-Valeriote Family Trust | F2, F3 |
| Id | Content |
|---|---|
| F1 | The reported sale transaction represents the reporting person's participation in the Issuer's secondary offering, which occurred in conjunction with the IPO. |
| F2 | The reported securities are directly held by the Goldman-Valeriote Family Trust, for which the reporting person serves as trustee. |
| F3 | Pursuant to the Issuer's Restated Certificate of Incorporation, each share of Series C Convertible Preferred Stock ("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 ("IPO") 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. |
| F4 | The transaction occurred prior to the Issuer's registration of a class of equity securities under Section 12 of the Securities Exchange Act of 1934, as amended, in connection with the IPO, and the transaction is reported herein pursuant to Rule 16a-2(a). |
| F5 | The reported transaction represents a gift, for no consideration, which is exempt pursuant to Rule 16b-5. |
| F6 | Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. |
| F7 | The award was granted subject to a performance-based vesting condition which was satisfied in connection with the IPO, as well as a service-based vesting schedule. The award vested as to 1/8 of the total award quarterly on the fifteenth calendar day of March, June, September, and December, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche time-vested on March 15, 2023. The award was fully time-vested as of December 15, 2024, and the entire award was settled for shares of the Issuer's Common Stock in connection with the IPO. |
| F8 | These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. |
| F9 | The award was granted subject to a performance-based vesting condition which was satisfied in connection with the IPO and a service-based vesting requirement which was deemed satisfied as of the grant date, November 22, 2022. The entire award was settled for shares of the Issuer's Common Stock in connection with the IPO. |
| F10 | The award was granted subject to a performance-based vesting condition which was satisfied in connection with the IPO and a service-based vesting requirement which was deemed satisfied as of the grant date, January 25, 2023. The entire award was settled for shares of the Issuer's Common Stock in connection with the IPO. |
| F11 | The award was granted subject to a performance-based vesting condition which was satisfied in connection with the IPO and a service-based vesting requirement which was deemed satisfied as of the grant date, February 21, 2024. The entire award was settled for shares of the Issuer's Common Stock in connection with the IPO. |