Company · Ownership research

WEALTHFRONT CORP WLTH

CIK 0001524566

Form 4 transactions dated Nov 1, 2023 to Nov 13, 2026, as reported to the SEC.

Insider trading Initial holdings Institutional holders

This page lists 30 of 121 rows; the complete set is available through the API.

Insider filings on file run through Sep 18, 2026.

Insider purchases & sales

Purchased: $0.00
Sold: $121.96M

Nov 1, 2023 – Sep 18, 2026
Available records · partial months are marked ·

202610 of 27 preview events

Date	Insider	Activity	Trade value (USD)	% of prior holding
Sep 17, 2026	Lin Lauren CLO, CCO and Secretary	Sale10b5-1 footnote	$46.21K 4,574 shares sold	2.59% sold Direct holding	▾
Sep 17, 2026	Imberman Alan CFO and Treasurer	Sale10b5-1 footnote	$773.31K 76,540 shares sold	16.16% sold Direct holding	▾
Sep 17, 2026	Fortunato David CEO and President · Director	Sale10b5-1 footnote	$507.19K 50,000 shares sold	2.51% sold Direct holding	▾
Sep 17, 2026	Fortunato David CEO and President · Director	Sale10b5-1 footnote	$507.19K 50,000 shares sold	15.07% sold Indirect holding	▾
Sep 17, 2026	Wetterwald Julien Chief Technology Officer	Sale10b5-1 footnote	$264.10K 26,138 shares sold	3.62% sold Direct holding	▾
Sep 17, 2026	IYER KAL VP, Engineering	Sale10b5-1 footnote	$270.20K 26,738 shares sold	10.31% sold Direct holding	▾
Sep 16, 2026	Lin Lauren CLO, CCO and Secretary	Sale	$50.90K 4,995 shares sold	2.75% sold Direct holding	▾
Sep 16, 2026	Imberman Alan CFO and Treasurer	Sale	$64.12K 6,292 shares sold	1.31% sold Direct holding	▾
Sep 16, 2026	Fortunato David CEO and President · Director	Sale	$294.66K 28,914 shares sold	1.43% sold Direct holding	▾
Sep 16, 2026	Wetterwald Julien Chief Technology Officer	Sale	$82.85K 8,130 shares sold	1.11% sold Direct holding	▾

Showing 27 / 27 record groups in 2026. The complete set is available through the API.

WEALTHFRONT CORP · WLTH

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The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. For the year shown, this page lists 27 of 27 purchase / sale groups and 30 of 121 other groups; the totals and the monthly series cover the whole window.

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{"action":"list","ticker":"WLTH","transaction_code":["P","S"],"transaction_form_type":"4","page_size":20}

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

Non-cancelled, non-derivative purchase (P) and sale (S) rows dated inside the public window, as reported. Share totals are on today's split-adjusted basis. Includes open-market and private transactions. Data after the latest filing is not asserted complete and is not zero-filled. A grouped event shares filing, transaction date, security, code, direction, ownership bucket and source. Derivative groups also match underlying security, exercise price, exercise/expiration dates and footnote references. Reported rows are retained; P/S price lots can be grouped. Post-transaction balances are never summed.