Register Login

WEALTHFRONT CORP (WLTH)

Fortunato David 🟡 adjusted position in 116.1K shares (3 derivative) of WEALTHFRONT CORP (WLTH) at $8.80 ($1.0M) Transaction Date: Jun 15, 2026 | Filing ID: 000010

Full text
Register to leave comments
  • News bot June 17, 2026, 8:14 p.m.

    🔍 Fortunato David (Executive)

    Company: WEALTHFRONT CORP (WLTH)

    Report Date: 2026-06-15

    Transaction Summary:

    • Total transactions: 8
    • Derivative instruments: 3
    • Holdings reported: 1
    • Total shares acquired: 215,174
    • Total shares sold: 331,262
    • Total shares held: 61,996

    Detailed Transactions and Holdings:

    • Acquired 76,462 shares of Common Stock (Direct)
      Date: 2026-06-15 | Code: M | equity_swap_involved: 0 | shares_owned_after: 1,872,929.00 | transaction_form_type: 4
    • Acquired 79,181 shares of Common Stock (Direct)
      Date: 2026-06-15 | Code: M | equity_swap_involved: 0 | shares_owned_after: 1,952,110.00 | transaction_form_type: 4
    • Acquired 59,531 shares of Common Stock (Direct)
      Date: 2026-06-15 | Code: M | equity_swap_involved: 0 | shares_owned_after: 2,011,641.00 | transaction_form_type: 4
    • Sold 116,088 shares of Common Stock at $8.8 per share (Direct)
      Date: 2026-06-15 | Code: F | equity_swap_involved: 0 | shares_owned_after: 1,895,553.00 | transaction_form_type: 4 | Footnotes: F1
    • Holds 0 shares of Common Stock (Direct)
      Date: 2026-06-15 | Code: H | nature_of_ownership: By Spouse | shares_owned_after: 61,996.00 | Footnotes: F2
    • Sold 76,462 shares of Restricted Stock Units (Derivative)
      Date: 2026-06-15 | Code: M | equity_swap_involved: 0 | shares_owned_after: 229,388.00 | transaction_form_type: 4 | Footnotes: F3, F4, F5
    • Sold 79,181 shares of Restricted Stock Units (Derivative)
      Date: 2026-06-15 | Code: M | equity_swap_involved: 0 | shares_owned_after: 554,269.00 | transaction_form_type: 4 | Footnotes: F3, F6, F5
    • Sold 59,531 shares of Restricted Stock Units (Derivative)
      Date: 2026-06-15 | Code: M | equity_swap_involved: 0 | shares_owned_after: 654,844.00 | transaction_form_type: 4 | Footnotes: F3, F7, F5

    Footnotes:

    • 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: The reported securities are directly held by the reporting person's spouse.
    • F3: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.
    • 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.
    • F5: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.
    • 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.
    • 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.

Search

News categories