Lauren Lin - 15 Mar 2026 Form 4 Insider Report for WEALTHFRONT CORP (WLTH)

Role
CLO, CCO and Secretary
Signature
/s/ Lauren Lin
Issuer symbol
WLTH
Transactions as of
15 Mar 2026
Net transactions value
$0
Form type
4
Filing time
17 Mar 2026, 17:10:15 UTC
Previous filing
17 Dec 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Lin Lauren CLO, CCO and Secretary C/O WEALTHFRONT CORPORATION, 261 HAMILTON AVENUE, PALO ALTO /s/ Lauren Lin 17 Mar 2026 0002082674

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction WLTH Common Stock Options Exercise +1,216 +1.1% $0.000000* 116,487 15 Mar 2026 Direct
transaction WLTH Common Stock Options Exercise +12,500 +11% $0.000000* 128,987 15 Mar 2026 Direct
transaction WLTH Common Stock Options Exercise +9,375 +7.3% $0.000000* 138,362 15 Mar 2026 Direct
transaction WLTH Common Stock Options Exercise +4,688 +3.4% $0.000000* 143,050 15 Mar 2026 Direct
transaction WLTH Common Stock Options Exercise +12,847 +9% $0.000000* 155,897 15 Mar 2026 Direct
transaction WLTH Common Stock Tax liability -14,707 -9.4% $7.86* 141,190 16 Mar 2026 Direct F1

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 -1,216 -100% $0.000000* 0 15 Mar 2026 Common Stock 1,216 Direct F2, F3, F4
transaction WLTH Restricted Stock Units Options Exercise -12,500 -25% $0.000000* 37,500 15 Mar 2026 Common Stock 12,500 Direct F2, F4, F5
transaction WLTH Restricted Stock Units Options Exercise -9,375 -14% $0.000000* 56,250 15 Mar 2026 Common Stock 9,375 Direct F2, F4, F6
transaction WLTH Restricted Stock Units Options Exercise -4,688 -9.1% $0.000000* 46,875 15 Mar 2026 Common Stock 4,688 Direct F2, F4, F7
transaction WLTH Restricted Stock Units Options Exercise -12,847 -6.7% $0.000000* 179,857 15 Mar 2026 Common Stock 12,847 Direct F2, F4, F8
* 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 Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.
F3 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 vested on June 15, 2022.
F4 These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.
F5 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 vested on March 15, 2023.
F6 The award vested or vests as to 1/16 of the total award quarterly on the fifteenth calendar day of December, March, June, and September, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche vested on December 15, 2023.
F7 The award vested or vests as to 1/16 of the total award quarterly on the fifteenth calendar day of December, March, June, and September, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche vested on December 15, 2024.
F8 The award vested or vests as to 1/16 of the total award quarterly on the fifteenth calendar day of December, March, June, and September, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche vested on December 15, 2025.