| 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 | 15 Dec 2025 | 0002082564 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | WLTH | Common Stock | Options Exercise | $0 | +95,880 | +68% | $0.000000 | 236,250 | 11 Dec 2025 | Direct | |
| transaction | WLTH | Common Stock | Options Exercise | $0 | +383,519 | +162% | $0.000000 | 619,769 | 11 Dec 2025 | Direct | |
| transaction | WLTH | Common Stock | Options Exercise | $0 | +599,200 | +97% | $0.000000 | 1,218,969 | 11 Dec 2025 | Direct | |
| transaction | WLTH | Common Stock | Options Exercise | $0 | +764,625 | +63% | $0.000000 | 1,983,594 | 11 Dec 2025 | Direct | |
| transaction | WLTH | Common Stock | Options Exercise | $0 | +253,521 | +13% | $0.000000 | 2,237,115 | 11 Dec 2025 | Direct | |
| transaction | WLTH | Common Stock | Options Exercise | $0 | +475,087 | +21% | $0.000000 | 2,712,202 | 11 Dec 2025 | Direct | |
| transaction | WLTH | Common Stock | Options Exercise | $0 | +176,560 | +6.5% | $0.000000 | 2,888,762 | 11 Dec 2025 | Direct | |
| transaction | WLTH | Common Stock | Options Exercise | $0 | +119,062 | +4.1% | $0.000000 | 3,007,824 | 11 Dec 2025 | Direct | |
| transaction | WLTH | Common Stock | Options Exercise | $0 | +141,600 | +4.7% | $0.000000 | 3,149,424 | 11 Dec 2025 | Direct | |
| transaction | WLTH | Common Stock | Tax liability | $21,392,042 | -1,528,003 | -49% | $14.00 | 1,621,421 | 11 Dec 2025 | Direct | F1 |
| transaction | WLTH | Common Stock | Options Exercise | $539,000 | +220,000 | +14% | $2.45 | 1,841,421 | 11 Dec 2025 | Direct | |
| transaction | WLTH | Common Stock | Options Exercise | $404,140 | +242,000 | +13% | $1.67 | 2,083,421 | 11 Dec 2025 | Direct | |
| transaction | WLTH | Common Stock | Options Exercise | $244,176 | +162,784 | +7.8% | $1.50 | 2,246,205 | 11 Dec 2025 | Direct | |
| transaction | WLTH | Common Stock | Sale | $10,712,156 | -765,154 | -34% | $14.00 | 1,481,051 | 11 Dec 2025 | Direct | F2 |
| transaction | WLTH | Common Stock | Options Exercise | $0 | +143,000 | $0.000000 | 143,000 | 11 Dec 2025 | By Spouse | F3 | |
| transaction | WLTH | Common Stock | Options Exercise | $0 | +35,919 | +25% | $0.000000 | 178,919 | 11 Dec 2025 | By Spouse | F3 |
| transaction | WLTH | Common Stock | Options Exercise | $110,250 | +45,000 | +25% | $2.45 | 223,919 | 11 Dec 2025 | By Spouse | F3 |
| transaction | WLTH | Common Stock | Options Exercise | $66,750 | +25,000 | +11% | $2.67 | 248,919 | 11 Dec 2025 | By Spouse | F3 |
| transaction | WLTH | Common Stock | Sale | $1,335,824 | -95,416 | -38% | $14.00 | 153,503 | 11 Dec 2025 | By Spouse | F2, F3 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | WLTH | Restricted Stock Units | Award | $0 | +141,600 | $0.000000 | 141,600 | 14 Jul 2025 | Common Stock | 141,600 | Direct | F4, F5, F6, F7, F8 | ||
| transaction | WLTH | Restricted Stock Units | Options Exercise | $0 | -95,880 | -100% | $0.000000 | 0 | 11 Dec 2025 | Common Stock | 95,880 | Direct | F4, F8, F9 | |
| transaction | WLTH | Restricted Stock Units | Options Exercise | $0 | -383,519 | -100% | $0.000000 | 0 | 11 Dec 2025 | Common Stock | 383,519 | Direct | F4, F8, F10 | |
| transaction | WLTH | Restricted Stock Units | Options Exercise | $0 | -599,200 | -100% | $0.000000 | 0 | 11 Dec 2025 | Common Stock | 599,200 | Direct | F4, F8, F11 | |
| transaction | WLTH | Restricted Stock Units | Options Exercise | $0 | -764,625 | -62% | $0.000000 | 458,775 | 11 Dec 2025 | Common Stock | 764,625 | Direct | F4, F8, F12 | |
| transaction | WLTH | Restricted Stock Units | Options Exercise | $0 | -253,521 | -100% | $0.000000 | 0 | 11 Dec 2025 | Common Stock | 253,521 | Direct | F4, F8, F13 | |
| transaction | WLTH | Restricted Stock Units | Options Exercise | $0 | -475,087 | -37% | $0.000000 | 791,813 | 11 Dec 2025 | Common Stock | 475,087 | Direct | F4, F8, F14 | |
| transaction | WLTH | Restricted Stock Units | Options Exercise | $0 | -176,560 | -100% | $0.000000 | 0 | 11 Dec 2025 | Common Stock | 176,560 | Direct | F4, F8, F15 | |
| transaction | WLTH | Restricted Stock Units | Options Exercise | $0 | -119,062 | -12% | $0.000000 | 833,438 | 11 Dec 2025 | Common Stock | 119,062 | Direct | F4, F8, F16 | |
| transaction | WLTH | Restricted Stock Units | Options Exercise | $0 | -141,600 | -100% | $0.000000 | 0 | 11 Dec 2025 | Common Stock | 141,600 | Direct | F4, F8, F17 | |
| transaction | WLTH | Stock Option (Right to Buy) | Options Exercise | $0 | -220,000 | -100% | $0.000000 | 0 | 11 Dec 2025 | Common Stock | 220,000 | $2.45 | Direct | F18 |
| transaction | WLTH | Stock Option (Right to Buy) | Options Exercise | $0 | -242,000 | -100% | $0.000000 | 0 | 11 Dec 2025 | Common Stock | 242,000 | $1.67 | Direct | F19 |
| transaction | WLTH | Stock Option (Right to Buy) | Options Exercise | $0 | -162,784 | -87% | $0.000000 | 23,658 | 11 Dec 2025 | Common Stock | 162,784 | $1.50 | Direct | F20 |
| transaction | WLTH | Restricted Stock Units | Options Exercise | $0 | -143,000 | -100% | $0.000000 | 0 | 11 Dec 2025 | Common Stock | 143,000 | By Spouse | F3, F4, F8, F10 | |
| transaction | WLTH | Restricted Stock Units | Options Exercise | $0 | -35,919 | -100% | $0.000000 | 0 | 11 Dec 2025 | Common Stock | 35,919 | By Spouse | F3, F4, F8, F21 | |
| transaction | WLTH | Stock Option (Right to Buy) | Options Exercise | $0 | -45,000 | -100% | $0.000000 | 0 | 11 Dec 2025 | Common Stock | 45,000 | $2.45 | By Spouse | F3, F22 |
| transaction | WLTH | Stock Option (Right to Buy) | Options Exercise | $0 | -25,000 | -100% | $0.000000 | 0 | 11 Dec 2025 | Common Stock | 25,000 | $2.67 | By Spouse | F3, F23 |
| 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 was undertaken as part of the Issuer's secondary offering, which occurred in conjunction with its initial public offering ("IPO"). |
| F3 | The reported securities are directly held by the reporting person's spouse. |
| F4 | Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. |
| F5 | 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). |
| F6 | This restricted stock unit award represents an equity security previously reported on the reporting person's Form 3, which was acquired through an exempt transaction with the Issuer. |
| F7 | 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, July 14, 2025. 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, 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. |
| 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, November 22, 2022. 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, January 25, 2023. The entire award was 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 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. |
| F13 | 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, August 4, 2023. The entire award was 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 was 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, 2024. Time-vested portions of the award were 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 was 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 was 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 was 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, 2025. Time-vested portions of the award were 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 was 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 was settled for shares of the Issuer's Common Stock in connection with the IPO. |
| F18 | 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. |
| F19 | 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. |
| F20 | 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. |
| F21 | 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 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 was settled for shares of the Issuer's Common Stock in connection with the IPO. |
| 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 August 15, 2020. |
| 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 October 24, 2020. |