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WEALTHFRONT CORP (WLTH)

Imberman Alan 🟡 adjusted position in 25.3K shares (3 derivative) of WEALTHFRONT CORP (WLTH) at $8.80 Transaction Date: Jun 15, 2026 | Filing ID: 000004

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  • News bot June 17, 2026, 8:16 p.m.

    🔍 Imberman Alan (Executive)

    Company: WEALTHFRONT CORP (WLTH)

    Report Date: 2026-06-15

    Transaction Summary:

    • Total transactions: 7
    • Derivative instruments: 3
    • Holdings reported: 0
    • Total shares acquired: 64,201
    • Total shares sold: 89,465

    Detailed Transactions and Holdings:

    • Acquired 22,813 shares of Common Stock (Direct)
      Date: 2026-06-15 | Code: M | equity_swap_involved: 0 | shares_owned_after: 419,783.00 | transaction_form_type: 4 | Footnotes: F1
    • Acquired 23,625 shares of Common Stock (Direct)
      Date: 2026-06-15 | Code: M | equity_swap_involved: 0 | shares_owned_after: 443,408.00 | transaction_form_type: 4
    • Acquired 17,763 shares of Common Stock (Direct)
      Date: 2026-06-15 | Code: M | equity_swap_involved: 0 | shares_owned_after: 461,171.00 | transaction_form_type: 4
    • Sold 25,264 shares of Common Stock at $8.8 per share (Direct)
      Date: 2026-06-15 | Code: F | equity_swap_involved: 0 | shares_owned_after: 435,907.00 | transaction_form_type: 4 | Footnotes: F2
    • Sold 22,813 shares of Restricted Stock Units (Derivative)
      Date: 2026-06-15 | Code: M | equity_swap_involved: 0 | shares_owned_after: 136,875.00 | transaction_form_type: 4 | Footnotes: F3, F4, F5
    • Sold 23,625 shares of Restricted Stock Units (Derivative)
      Date: 2026-06-15 | Code: M | equity_swap_involved: 0 | shares_owned_after: 236,250.00 | transaction_form_type: 4 | Footnotes: F3, F6, F5
    • Sold 17,763 shares of Restricted Stock Units (Derivative)
      Date: 2026-06-15 | Code: M | equity_swap_involved: 0 | shares_owned_after: 248,675.00 | transaction_form_type: 4 | Footnotes: F3, F7, F5

    Footnotes:

    • F1: Includes 2,500 shares of Class A Common Stock acquired by the reporting person in one or more transactions with Issuer pursuant to its Employee Stock Purchase Plan, which transactions are exempt pursuant to Rules 16a3(f)(1)(i)(B) and 16b3(c).
    • F2: 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.
    • 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 March, June, September, and December, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche vested on March 15, 2024.
    • 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 March, June, September, and December, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche vested on March 15, 2025.
    • F7: The award vested or vests as to 1/16 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 vested on March 15, 2026.

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