WEALTHFRONT CORP (WLTH)

IYER KAL 🟡 adjusted position in 161.4K shares (5 derivative) of WEALTHFRONT CORP (WLTH) at $8.92 Transaction Date: Jun 15, 2026 | Filing ID: 000004

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  • News bot June 17, 2026, 8:18 p.m.

    🔍 IYER KAL (Executive)

    Company: WEALTHFRONT CORP (WLTH)

    Report Date: 2026-06-15

    Transaction Summary:

    • Total transactions: 11
    • Derivative instruments: 5
    • Holdings reported: 0
    • Total shares acquired: 326,448
    • Total shares sold: 165,004

    Detailed Transactions and Holdings:

    • Acquired 20,387 shares of Common Stock (Direct)
      Date: 2026-06-15 | Code: M | equity_swap_involved: 0 | shares_owned_after: 284,764.00 | transaction_form_type: 4
    • Acquired 20,387 shares of Common Stock (Direct)
      Date: 2026-06-15 | Code: M | equity_swap_involved: 0 | shares_owned_after: 305,151.00 | transaction_form_type: 4
    • Acquired 21,112 shares of Common Stock (Direct)
      Date: 2026-06-15 | Code: M | equity_swap_involved: 0 | shares_owned_after: 326,263.00 | transaction_form_type: 4
    • Acquired 15,562 shares of Common Stock (Direct)
      Date: 2026-06-15 | Code: M | equity_swap_involved: 0 | shares_owned_after: 341,825.00 | transaction_form_type: 4
    • Sold 41,784 shares of Common Stock at $8.8 per share (Direct)
      Date: 2026-06-15 | Code: F | equity_swap_involved: 0 | shares_owned_after: 300,041.00 | transaction_form_type: 4 | Footnotes: F1
    • Sold 45,772 shares of Common Stock at $8.9183 per share (Direct)
      Date: 2026-06-15 | Code: S | equity_swap_involved: 0 | shares_owned_after: 254,269.00 | transaction_form_type: 4 | Footnotes: F2
    • Sold 20,387 shares of Restricted Stock Units (Derivative)
      Date: 2026-06-15 | Code: M | equity_swap_involved: 0 | shares_owned_after: 61,163.00 | transaction_form_type: 4 | Footnotes: F3, F4, F5
    • Sold 20,387 shares of Restricted Stock Units (Derivative)
      Date: 2026-06-15 | Code: M | equity_swap_involved: 0 | shares_owned_after: 142,713.00 | transaction_form_type: 4 | Footnotes: F3, F6, F5
    • Sold 21,112 shares of Restricted Stock Units (Derivative)
      Date: 2026-06-15 | Code: M | equity_swap_involved: 0 | shares_owned_after: 232,238.00 | transaction_form_type: 4 | Footnotes: F3, F7, F5
    • Acquired 249,000 shares of Restricted Stock Units (Derivative)
      Date: 2025-12-30 | Code: A | equity_swap_involved: 0 | shares_owned_after: 249,000.00 | transaction_form_type: 4 | Footnotes: F3, F8, F9, F5
    • Sold 15,562 shares of Restricted Stock Units (Derivative)
      Date: 2026-06-15 | Code: M | equity_swap_involved: 0 | shares_owned_after: 233,438.00 | transaction_form_type: 4 | Footnotes: F3, F9, 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: This transaction was executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 14, 2026.
    • 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.
    • F8: The December 30, 2025 award of restricted stock units to the reporting person was not previously reported on a Form 4 due to inadvertent administrative error. The grant is reported late on this Form 4, together with the initial vesting of the award.
    • F9: 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, 2026.