Key facts
- This page summarizes Kal Iyer's Form 4 filing for WEALTHFRONT CORP (WLTH).
- 11 reported transactions and 5 derivative rows are listed below.
- Accepted by SEC: 17 Jun 2026, 16:17.
Key filing fact
Ownership activity is grounded in SEC Form 4 disclosures.
Shares, units, or other non-derivative securities reported in this filing.
Options Exercise
Options Exercise
Options Exercise
Options Exercise
Tax liability
Sale
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
Options Exercise
Options Exercise
Options Exercise
Award
Options Exercise
Additional SEC filing notes
Rule 10b5-1 trading plan
These transactions were reported as open-market trades under a Rule 10b5-1 plan. The plan lets an insider set trading instructions in advance, which can reduce the risk of trading while in possession of material nonpublic information.
Original filing language: transaction made pursuant to a contract, instruction, or written plan intended to satisfy Rule 10b5-1(c).
Footnote 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.
Footnote F2
This transaction was executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 14, 2026.
Footnote F3
Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.
Footnote F4
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, 2023.
Footnote F5
These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.
Footnote F6
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, 2024.
Footnote F7
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, 2025.
Footnote F8
The December 30, 2025 award of restricted stock units to the reporting person was not previously reported on a Form 4 due to inadvertent administrative error. The grant is reported late on this Form 4, together with the initial vesting of the award.
Footnote F9
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, 2026.