WEALTHFRONT CORP WLTH
CIK 0001524566
Form 3 statements with an event date from Nov 1, 2023 to Nov 11, 2026.
Where insider ownership starts.
Form 3 is an initial ownership statement filed when someone becomes a reporting insider. These holdings do not mean they bought shares that day.
| Holdings date | Insider | Initial holdings | |
|---|---|---|---|
| Dec 11, 2025 | Schmidt Michael Reed Director | 1 equity award | ▾ |
| Dec 11, 2025 | Lin Lauren CLO, CCO and Secretary | 9 derivative holdings | ▾ |
| Dec 11, 2025 | Imberman Alan CFO and Treasurer | 79.41K shares · 11 derivative holdings | ▾ |
| Dec 11, 2025 | Bisharat Jaleh Director | 2 derivative holdings | ▾ |
| Dec 11, 2025 | Fortunato David CEO and President · Director | 140.37K shares · 25 derivative holdings | ▾ |
| Dec 11, 2025 | Wetterwald Julien Chief Technology Officer | 233.08K shares · 13 derivative holdings | ▾ |
| Dec 11, 2025 | Volpi Michelangelo Director | 3 stock holdings · 15 derivative holdings | ▾ |
| Dec 11, 2025 | IYER KAL VP, Engineering | 7 derivative holdings | ▾ |
| Dec 11, 2025 | KILAR JASON Director | 300.00K shares · 2 equity awards | ▾ |
| Dec 11, 2025 | DAG Ventures IV-QP, L.P. · DAG Ventures IV, L.P. · DAG Ventures Management IV, LLC · Goodrich R. Thomas · Cadeddu John J. · DAG Ventures IV-A, LLC 10% owner / 10% owner / 10% owner / 10% owner / 10% owner / 10% owner | 2 stock holdings · 16 derivative holdings | ▾ |
| Dec 11, 2025 | GOLDMAN KENNETH A Director | 7 derivative holdings | ▾ |
| Dec 11, 2025 | RACHLEFF ANDREW S Director · 10% owner | 3 stock holdings · 8 derivative holdings | ▾ |
| Dec 11, 2025 | WILSON L MICHELLE Director | 1 equity award | ▾ |
| Dec 11, 2025 | Yucca (Jersey) SLP · Index Venture Growth Associates II Ltd · Index Ventures Growth II (Jersey), L.P. · Index Ventures Growth II Parallel Entrepreneur Fund (Jersey), L.P. · Index Ventures VI (Jersey) LP · Index Ventures VI Parallel Entrepreneur Fund (Jersey) LP · Index Venture Associates VI Ltd 10% owner / 10% owner / 10% owner / 10% owner / 10% owner / 10% owner / 10% owner | 3 stock holdings · 15 derivative holdings | ▾ |
| Dec 11, 2025 | TIGER GLOBAL MANAGEMENT LLC · Coleman Charles P III · Tiger Global PIP Management X, Ltd. · Tiger Global PIP Performance X, L.P. · Tiger Global Private Investment Partners X, L.P. 10% owner / 10% owner / 10% owner / 10% owner / 10% owner | 3.97M shares · 2 derivative holdings | ▾ |
Showing 15 / 15 statements in 2025. The complete set is available through the API.
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