David Fortunato - 14 Jul 2025 Form 4 Insider Report for WEALTHFRONT CORP (WLTH)

Reporting relationship
CEO and President, Director
Issuer ticker
WLTH
Reported as of
14 Jul 2025
Net transaction value
-$32,075,706
Source evidence Original filing metadata and source links for verification. 4 source fields
SEC form
4
Accepted by SEC
15 Dec 2025, 20:19:36 UTC
Next SEC filing
11 Dec 2025
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Lauren Lin, as Attorney-in-Fact

Key filing fact

David Fortunato filed Form 4 for WEALTHFRONT CORP (WLTH) on 15 Dec 2025.

Key facts

  • This page summarizes David Fortunato's Form 4 filing for WEALTHFRONT CORP (WLTH).
  • 36 reported transactions and 17 derivative rows are listed below.
  • Accepted by SEC: 15 Dec 2025, 20:19.

Change

  • No earlier filing in this sequence is available for direct comparison.
  • Current net transaction value: -$32,075,706.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0002082564 Primary reporting owner

Fortunato David

Relationship
CEO and President, Director
Address
C/O WEALTHFRONT CORPORATION, 261 HAMILTON AVENUE, PALO ALTO
Signature
/s/ Lauren Lin, as Attorney-in-Fact
Signature date
15 Dec 2025
This filing has been restated. Open the amended filing.

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

WLTH transaction

Common Stock

Options Exercise

Transaction value
$0
Shares
+95,880
Change %
+68%
Price
$0.000000
Shares after
236,250
Date
11 Dec 2025
Ownership
Direct
WLTH transaction

Common Stock

Options Exercise

Transaction value
$0
Shares
+383,519
Change %
+162%
Price
$0.000000
Shares after
619,769
Date
11 Dec 2025
Ownership
Direct
WLTH transaction

Common Stock

Options Exercise

Transaction value
$0
Shares
+599,200
Change %
+97%
Price
$0.000000
Shares after
1,218,969
Date
11 Dec 2025
Ownership
Direct
WLTH transaction

Common Stock

Options Exercise

Transaction value
$0
Shares
+764,625
Change %
+63%
Price
$0.000000
Shares after
1,983,594
Date
11 Dec 2025
Ownership
Direct
WLTH transaction

Common Stock

Options Exercise

Transaction value
$0
Shares
+253,521
Change %
+13%
Price
$0.000000
Shares after
2,237,115
Date
11 Dec 2025
Ownership
Direct
WLTH transaction

Common Stock

Options Exercise

Transaction value
$0
Shares
+475,087
Change %
+21%
Price
$0.000000
Shares after
2,712,202
Date
11 Dec 2025
Ownership
Direct
WLTH transaction

Common Stock

Options Exercise

Transaction value
$0
Shares
+176,560
Change %
+6.5%
Price
$0.000000
Shares after
2,888,762
Date
11 Dec 2025
Ownership
Direct
WLTH transaction

Common Stock

Options Exercise

Transaction value
$0
Shares
+119,062
Change %
+4.1%
Price
$0.000000
Shares after
3,007,824
Date
11 Dec 2025
Ownership
Direct
WLTH transaction

Common Stock

Options Exercise

Transaction value
$0
Shares
+141,600
Change %
+4.7%
Price
$0.000000
Shares after
3,149,424
Date
11 Dec 2025
Ownership
Direct
WLTH transaction

Common Stock

Tax liability

Transaction value
$21,392,042
Shares
-1,528,003
Change %
-49%
Price
$14.00
Shares after
1,621,421
Date
11 Dec 2025
Ownership
Direct
Footnotes
F1
WLTH transaction

Common Stock

Options Exercise

Transaction value
$539,000
Shares
+220,000
Change %
+14%
Price
$2.45
Shares after
1,841,421
Date
11 Dec 2025
Ownership
Direct
WLTH transaction

Common Stock

Options Exercise

Transaction value
$404,140
Shares
+242,000
Change %
+13%
Price
$1.67
Shares after
2,083,421
Date
11 Dec 2025
Ownership
Direct
WLTH transaction

Common Stock

Options Exercise

Transaction value
$244,176
Shares
+162,784
Change %
+7.8%
Price
$1.50
Shares after
2,246,205
Date
11 Dec 2025
Ownership
Direct
WLTH transaction

Common Stock

Sale

Transaction value
$10,712,156
Shares
-765,154
Change %
-34%
Price
$14.00
Shares after
1,481,051
Date
11 Dec 2025
Ownership
Direct
Footnotes
F2
WLTH transaction

Common Stock

Options Exercise

Transaction value
$0
Shares
+143,000
Change %
Price
$0.000000
Shares after
143,000
Date
11 Dec 2025
Ownership
By Spouse
Footnotes
F3
WLTH transaction

Common Stock

Options Exercise

Transaction value
$0
Shares
+35,919
Change %
+25%
Price
$0.000000
Shares after
178,919
Date
11 Dec 2025
Ownership
By Spouse
Footnotes
F3
WLTH transaction

Common Stock

Options Exercise

Transaction value
$110,250
Shares
+45,000
Change %
+25%
Price
$2.45
Shares after
223,919
Date
11 Dec 2025
Ownership
By Spouse
Footnotes
F3
WLTH transaction

Common Stock

Options Exercise

Transaction value
$66,750
Shares
+25,000
Change %
+11%
Price
$2.67
Shares after
248,919
Date
11 Dec 2025
Ownership
By Spouse
Footnotes
F3
WLTH transaction

Common Stock

Sale

Transaction value
$1,335,824
Shares
-95,416
Change %
-38%
Price
$14.00
Shares after
153,503
Date
11 Dec 2025
Ownership
By Spouse
Footnotes
F2, F3

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

WLTH transaction Derivative

Restricted Stock Units

Award

Transaction value
$0
Shares
+141,600
Change %
Price
$0.000000
Shares after
141,600
Date
14 Jul 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
141,600
Exercise price
Footnotes
F4, F5, F6, F7, F8
WLTH transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
$0
Shares
-95,880
Change %
-100%
Price
$0.000000
Shares after
0
Date
11 Dec 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
95,880
Exercise price
Footnotes
F4, F8, F9
WLTH transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
$0
Shares
-383,519
Change %
-100%
Price
$0.000000
Shares after
0
Date
11 Dec 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
383,519
Exercise price
Footnotes
F4, F8, F10
WLTH transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
$0
Shares
-599,200
Change %
-100%
Price
$0.000000
Shares after
0
Date
11 Dec 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
599,200
Exercise price
Footnotes
F4, F8, F11
WLTH transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
$0
Shares
-764,625
Change %
-62%
Price
$0.000000
Shares after
458,775
Date
11 Dec 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
764,625
Exercise price
Footnotes
F4, F8, F12
WLTH transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
$0
Shares
-253,521
Change %
-100%
Price
$0.000000
Shares after
0
Date
11 Dec 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
253,521
Exercise price
Footnotes
F4, F8, F13
WLTH transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
$0
Shares
-475,087
Change %
-37%
Price
$0.000000
Shares after
791,813
Date
11 Dec 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
475,087
Exercise price
Footnotes
F4, F8, F14
WLTH transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
$0
Shares
-176,560
Change %
-100%
Price
$0.000000
Shares after
0
Date
11 Dec 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
176,560
Exercise price
Footnotes
F4, F8, F15
WLTH transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
$0
Shares
-119,062
Change %
-12%
Price
$0.000000
Shares after
833,438
Date
11 Dec 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
119,062
Exercise price
Footnotes
F4, F8, F16
WLTH transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
$0
Shares
-141,600
Change %
-100%
Price
$0.000000
Shares after
0
Date
11 Dec 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
141,600
Exercise price
Footnotes
F4, F8, F17
WLTH transaction Derivative

Stock Option (Right to Buy)

Options Exercise

Transaction value
$0
Shares
-220,000
Change %
-100%
Price
$0.000000
Shares after
0
Date
11 Dec 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
220,000
Exercise price
$2.45
Footnotes
F18
WLTH transaction Derivative

Stock Option (Right to Buy)

Options Exercise

Transaction value
$0
Shares
-242,000
Change %
-100%
Price
$0.000000
Shares after
0
Date
11 Dec 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
242,000
Exercise price
$1.67
Footnotes
F19
WLTH transaction Derivative

Stock Option (Right to Buy)

Options Exercise

Transaction value
$0
Shares
-162,784
Change %
-87%
Price
$0.000000
Shares after
23,658
Date
11 Dec 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
162,784
Exercise price
$1.50
Footnotes
F20
WLTH transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
$0
Shares
-143,000
Change %
-100%
Price
$0.000000
Shares after
0
Date
11 Dec 2025
Ownership
By Spouse
Underlying class
Common Stock
Underlying amount
143,000
Exercise price
Footnotes
F3, F4, F8, F10
WLTH transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
$0
Shares
-35,919
Change %
-100%
Price
$0.000000
Shares after
0
Date
11 Dec 2025
Ownership
By Spouse
Underlying class
Common Stock
Underlying amount
35,919
Exercise price
Footnotes
F3, F4, F8, F21
WLTH transaction Derivative

Stock Option (Right to Buy)

Options Exercise

Transaction value
$0
Shares
-45,000
Change %
-100%
Price
$0.000000
Shares after
0
Date
11 Dec 2025
Ownership
By Spouse
Underlying class
Common Stock
Underlying amount
45,000
Exercise price
$2.45
Footnotes
F3, F22
WLTH transaction Derivative

Stock Option (Right to Buy)

Options Exercise

Transaction value
$0
Shares
-25,000
Change %
-100%
Price
$0.000000
Shares after
0
Date
11 Dec 2025
Ownership
By Spouse
Underlying class
Common Stock
Underlying amount
25,000
Exercise price
$2.67
Footnotes
F3, F23
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 23 footnotes

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

The reported sale transaction was undertaken as part of the Issuer's secondary offering, which occurred in conjunction with its initial public offering ("IPO").

Footnote F3

The reported securities are directly held by the reporting person's spouse.

Footnote F4

Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.

Footnote 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).

Footnote 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.

Footnote 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.

Footnote F8

These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.

Footnote 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.

Footnote 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.

Footnote 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.

Footnote 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.

Footnote 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.

Footnote 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.

Footnote 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.

Footnote 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.

Footnote 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.

Footnote 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.

Footnote 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.

Footnote 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.

Footnote 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.

Footnote 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.

Footnote 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.

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