| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| Fortunato David | CEO and President, Director | C/O WEALTHFRONT CORPORATION, 261 HAMILTON AVENUE, PALO ALTO | /s/ Lauren Lin, as Attorney-in-Fact | 11 Dec 2025 | 0002082564 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| holding | WLTH | Common Stock | 140,370 | 11 Dec 2025 | Direct |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| holding | WLTH | Stock Option (Right to Buy) | 11 Dec 2025 | Common Stock | 220,000 | $2.45 | Direct | F1 | ||||||
| holding | WLTH | Stock Option (Right to Buy) | 11 Dec 2025 | Common Stock | 242,000 | $1.67 | Direct | F2 | ||||||
| holding | WLTH | Stock Option (Right to Buy) | 11 Dec 2025 | Common Stock | 186,442 | $1.50 | Direct | F3 | ||||||
| holding | WLTH | Stock Option (Right to Buy) | 11 Dec 2025 | Common Stock | 632,000 | $1.79 | Direct | F4 | ||||||
| holding | WLTH | Stock Option (Right to Buy) | 11 Dec 2025 | Common Stock | 1,387,030 | $1.87 | Direct | F5 | ||||||
| holding | WLTH | Stock Option (Right to Buy) | 11 Dec 2025 | Common Stock | 2,900,000 | $1.39 | Direct | F6 | ||||||
| holding | WLTH | Restricted Stock Units | 11 Dec 2025 | Common Stock | 9,698 | Direct | F7, F8, F9 | |||||||
| holding | WLTH | Restricted Stock Units | 11 Dec 2025 | Common Stock | 95,880 | Direct | F8, F9, F10 | |||||||
| holding | WLTH | Restricted Stock Units | 11 Dec 2025 | Common Stock | 383,519 | Direct | F8, F9, F11 | |||||||
| holding | WLTH | Restricted Stock Units | 11 Dec 2025 | Common Stock | 599,200 | Direct | F8, F9, F12 | |||||||
| holding | WLTH | Restricted Stock Units | 11 Dec 2025 | Common Stock | 1,223,400 | Direct | F8, F9, F13 | |||||||
| holding | WLTH | Restricted Stock Units | 11 Dec 2025 | Common Stock | 253,521 | Direct | F8, F9, F14 | |||||||
| holding | WLTH | Restricted Stock Units | 11 Dec 2025 | Common Stock | 1,266,900 | Direct | F8, F9, F15 | |||||||
| holding | WLTH | Restricted Stock Units | 11 Dec 2025 | Common Stock | 176,560 | Direct | F8, F9, F16 | |||||||
| holding | WLTH | Restricted Stock Units | 11 Dec 2025 | Common Stock | 952,500 | Direct | F8, F9, F17 | |||||||
| holding | WLTH | Restricted Stock Units | 11 Dec 2025 | Common Stock | 141,600 | Direct | F8, F9, F18 | |||||||
| holding | WLTH | Stock Option (Right to Buy) | 11 Dec 2025 | Common Stock | 45,000 | $2.45 | By Spouse | F19, F20 | ||||||
| holding | WLTH | Stock Option (Right to Buy) | 11 Dec 2025 | Common Stock | 25,000 | $2.67 | By Spouse | F20, F21 | ||||||
| holding | WLTH | Stock Option (Right to Buy) | 11 Dec 2025 | Common Stock | 40,000 | $1.50 | By Spouse | F20, F22 | ||||||
| holding | WLTH | Stock Option (Right to Buy) | 11 Dec 2025 | Common Stock | 8,998 | $1.50 | By Spouse | F20, F23 | ||||||
| holding | WLTH | Stock Option (Right to Buy) | 11 Dec 2025 | Common Stock | 400,000 | $1.79 | By Spouse | F20, F24 | ||||||
| holding | WLTH | Stock Option (Right to Buy) | 11 Dec 2025 | Common Stock | 106,250 | $1.39 | By Spouse | F20, F25 | ||||||
| holding | WLTH | Stock Option (Right to Buy) | 11 Dec 2025 | Common Stock | 150,000 | $1.87 | By Spouse | F20, F26 | ||||||
| holding | WLTH | Restricted Stock Units | 11 Dec 2025 | Common Stock | 143,000 | By Spouse | F8, F9, F11, F20 | |||||||
| holding | WLTH | Restricted Stock Units | 11 Dec 2025 | Common Stock | 35,919 | By Spouse | F8, F9, F20, F27 |
| Id | Content |
|---|---|
| F1 | 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 23, 2020. |
| 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 May 17, 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 December 27, 2021. |
| F4 | 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 23, 2022. |
| F5 | 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, 2023. |
| F6 | 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 15, 2024. |
| F7 | The award was granted subject to a performance-based vesting condition which shall be satisfied in connection with the Issuer's initial public offering ("IPO"). The award shall vest upon the earlier to occur of: (i) the date that is 6 months after the effective date of the registration statement filed by the Issuer on Form S-1 in connection with its IPO and (ii) March 15 of the calendar year following the year in which the IPO registration statement was declared effective. Pursuant to the terms of the award, vesting and settlement shall occur regardless of whether the reporting person continues to provide services to the Issuer on the relevant vesting date. |
| F8 | These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. |
| F9 | Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. |
| F10 | The award was granted subject to a performance-based vesting condition which shall be 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 will be 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 shall be 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 will be settled for shares of the Issuer's Common Stock in connection with the IPO. |
| F12 | The award was granted subject to a performance-based vesting condition which shall be 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 will be settled for shares of the Issuer's Common Stock in connection with the IPO. |
| F13 | The award was granted subject to a performance-based vesting condition which shall be satisfied in connection with the IPO, as well as a service-based vesting schedule. The award vested 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 will be settled for shares of the Issuer's Common Stock in connection with the IPO. |
| F14 | The award was granted subject to a performance-based vesting condition which shall be satisfied in connection with the IPO and a service-based vesting requirement which was deemed satisfied as of the grant date, August 4, 2023. The entire award will be settled for shares of the Issuer's Common Stock in connection with the IPO. |
| F15 | The award was granted subject to a performance-based vesting condition which shall be 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 will be settled for shares of the Issuer's Common Stock in connection with the IPO. |
| F16 | The award was granted subject to a performance-based vesting condition which shall be satisfied in connection with the IPO and a service-based vesting requirement which was deemed satisfied as of the grant date, October 21, 2024. The entire award will be settled for shares of the Issuer's Common Stock in connection with the IPO. |
| F17 | The award was granted subject to a performance-based vesting condition which shall be 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 will be settled for shares of the Issuer's Common Stock in connection with the IPO. |
| F18 | The award was granted subject to a performance-based vesting condition which shall be satisfied in connection with the IPO and a service-based vesting requirement which was deemed satisfied as of the grant date, July 14, 2025. The entire award will be settled for shares of the Issuer's Common Stock in connection with the IPO. |
| F19 | The option is fully vested. Pursuant to the terms of the reporting person's spouse's award agreement with the Issuer, the award became fully vested on August 15, 2020. |
| F20 | The reported securities are directly held by the reporting person's spouse. |
| F21 | The option is fully vested. Pursuant to the terms of the reporting person's spouse's award agreement with the Issuer, the award became fully vested on October 24, 2020. |
| F22 | The option is fully vested. Pursuant to the terms of the reporting person's spouse's award agreement with the Issuer, the award became fully vested on January 1, 2022. |
| F23 | The option is fully vested. Pursuant to the terms of the reporting person's spouse's award agreement with the Issuer, the award became fully vested on December 27, 2021. |
| F24 | The option is fully vested. Pursuant to the terms of the reporting person's spouse's award agreement with the Issuer, the award became fully vested on January 1, 2023. |
| F25 | The option is fully vested. Pursuant to the terms of the reporting person's spouse's award agreement with the Issuer, although vesting of the award ceased upon the reporting person's spouse's separation from service to the Issuer, the outstanding portion of the award became fully vested on November 1, 2023. |
| F26 | The option is fully vested. Pursuant to the terms of the reporting person's spouse's award agreement with the Issuer, the award became fully vested on July 1, 2023. |
| F27 | The award was granted subject to a performance-based vesting condition which shall be 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 spouse's continued service to the Issuer on each vesting date, with the first tranche time-vested on March 15, 2023. Although the award ceased vesting following the reporting person's spouse's separation from service to the issuer, the entire outstanding portion of the award will be settled for shares of the Issuer's Common Stock in connection with the IPO. |