Kal Iyer - 11 Dec 2025 Form 4 Insider Report for WEALTHFRONT CORP (WLTH)

Role
VP, Engineering
Signature
/s/ Lauren Lin, as Attorney-in-Fact
Issuer symbol
WLTH
Transactions as of
11 Dec 2025
Net transactions value
-$6,612,494
Form type
4
Filing time
15 Dec 2025, 20:24:30 UTC
Next filing
17 Dec 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
IYER KAL VP, Engineering C/O WEALTHFRONT CORPORATION, 261 HAMILTON AVENUE, PALO ALTO /s/ Lauren Lin, as Attorney-in-Fact 15 Dec 2025 0001497487

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction WLTH Common Stock Options Exercise $0 +95,785 $0.000000 95,785 11 Dec 2025 Direct
transaction WLTH Common Stock Options Exercise $0 +135,625 +142% $0.000000 231,410 11 Dec 2025 Direct
transaction WLTH Common Stock Options Exercise $0 +203,875 +88% $0.000000 435,285 11 Dec 2025 Direct
transaction WLTH Common Stock Options Exercise $0 +122,325 +28% $0.000000 557,610 11 Dec 2025 Direct
transaction WLTH Common Stock Options Exercise $0 +42,225 +7.6% $0.000000 599,835 11 Dec 2025 Direct
transaction WLTH Common Stock Tax liability $4,264,386 -304,599 -51% $14.00 295,236 11 Dec 2025 Direct F1
transaction WLTH Common Stock Sale $2,348,108 -167,722 -57% $14.00 127,514 11 Dec 2025 Direct F2

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 Restricted Stock Units Options Exercise $0 -95,785 -100% $0.000000 0 11 Dec 2025 Common Stock 95,785 Direct F3, F4, F5
transaction WLTH Restricted Stock Units Options Exercise $0 -135,625 -88% $0.000000 19,375 11 Dec 2025 Common Stock 135,625 Direct F3, F5, F6
transaction WLTH Restricted Stock Units Options Exercise $0 -203,875 -62% $0.000000 122,325 11 Dec 2025 Common Stock 203,875 Direct F3, F5, F7
transaction WLTH Restricted Stock Units Options Exercise $0 -122,325 -38% $0.000000 203,875 11 Dec 2025 Common Stock 122,325 Direct F3, F5, F8
transaction WLTH Restricted Stock Units Options Exercise $0 -42,225 -12% $0.000000 295,575 11 Dec 2025 Common Stock 42,225 Direct F3, F5, F9
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 The transaction represents the number of shares of Common Stock withheld by the Issuer to satisfy tax withholding liabilities in connection with the net settlement of restricted stock units.
F2 The reported sale transaction represents the reporting person's participation in the Issuer's secondary offering, which occurred in conjunction with its initial public offering ("IPO").
F3 Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.
F4 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.
F5 These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.
F6 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 or vests as to 1/16 of the total award quarterly on the fifteenth calendar day of June, September, December, and March, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche time-vested on June 15, 2022. Time-vested portions of the award were settled for shares of the Issuer's Common Stock in connection with the IPO.
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 or vests as to 1/16 of the total award quarterly on the fifteenth calendar day of June, September, December, and March, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche time-vested on June 15, 2023. Time-vested portions of the award were settled for shares of the Issuer's Common Stock in connection with the IPO.
F8 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 or vests as to 1/16 of the total award quarterly on the fifteenth calendar day of June, September, December, and March, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche time-vested on June 15, 2024. Time-vested portions of the award were settled for shares of the Issuer's Common Stock in connection with the IPO.
F9 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 or vests as to 1/16 of the total award quarterly on the fifteenth calendar day of June, September, December, and March, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche time-vested on June 15, 2025. Time-vested portions of the award were settled for shares of the Issuer's Common Stock in connection with the IPO.