Jason Kilar - 15 Oct 2025 Form 4 Insider Report for WEALTHFRONT CORP (WLTH)

Role
Director
Signature
/s/ Lauren Lin, as Attorney-in-Fact
Issuer symbol
WLTH
Transactions as of
15 Oct 2025
Net transactions value
+$399,000
Form type
4
Filing time
15 Dec 2025, 20:45:05 UTC
Previous filing
22 Aug 2025
Next filing
24 Nov 2025

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
KILAR JASON Director C/O WEALTHFRONT CORPORATION, 261 HAMILTON AVENUE, PALO ALTO /s/ Lauren Lin, as Attorney-in-Fact 15 Dec 2025 0001239764

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction WLTH Common Stock Options Exercise $167,000 +100,000 $1.67 100,000 15 Oct 2025 Direct F1
transaction WLTH Common Stock Options Exercise $232,000 +200,000 +200% $1.16 300,000 15 Oct 2025 Direct F1
transaction WLTH Common Stock Options Exercise $0 +258,981 +86% $0.000000 558,981 11 Dec 2025 Direct

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 Stock Option (Right to Buy) Options Exercise $0 -100,000 -100% $0.000000 0 15 Oct 2025 Common Stock 100,000 $1.67 Direct F1, F2
transaction WLTH Stock Option (Right to Buy) Options Exercise $0 -200,000 -100% $0.000000 0 15 Oct 2025 Common Stock 200,000 $1.16 Direct F1, F3
transaction WLTH Restricted Stock Units Options Exercise $0 -258,981 -69% $0.000000 117,719 11 Dec 2025 Common Stock 258,981 Direct F4, F5, F6
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 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 Issuer's initial public offering ("IPO"), and the transaction is reported herein pursuant to Rule 16a-2(a). The reported transaction is an exempt transaction with the Issuer.
F2 The option is fully vested. Pursuant to the terms of the reporting person's award agreement with the Issuer, the award became fully vested on October 10, 2021.
F3 The option is fully vested. Pursuant to the terms of the reporting person's award agreement with the Issuer, the award became fully vested on May 14, 2024.
F4 Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.
F5 The award was granted subject to a performance-based vesting condition which was satisfied in connection with the Issuer's initial public offering ("IPO"), as well as a service-based vesting schedule. The award vested or vests as to 1/16 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. Time-vested portions of the award were settled for shares of the Issuer's Common Stock in connection with the IPO.
F6 These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.