SEC Form 4
Wealthfront Corporation (WLTH) insider trading
In the 12 months to Oct 26, 2026, 9 WLTH insiders reported open-market sales of $119.3M across 23 filings; no open-market purchases were filed.
Latest filing · Last 12 months · Source: SEC EDGAR · How we count
- Open-market sales
- $119.3M
- 23 filings · 9 insiders
- Open-market purchases
- $0
- 0 filings
- Pre-arranged sales (10b5-1)
- 15 of 23
- $4.0M of $119.3M sold (3%)
Who traded WLTH, and when
- Sale
- Sale, pre-arranged (10b5-1)
WLTH daily close from Dec 12, 2025 to Oct 26, 2026, between $7.20 and $14.19, last $10.74. 23 sale and 0 purchase filings by 9 insiders, marked at their filing dates. Charles P. Coleman III, 10% owner: sold $98.1M across 1 filing, first filed Dec 16, 2025, last Dec 16, 2025. David Fortunato, CEO and President: sold $11.7M across 2 filings, first filed Mar 17, 2026, last Sep 18, 2026. Kal Iyer, VP, Engineering: sold $3.3M across 4 filings, first filed Dec 15, 2025, last Sep 18, 2026. Julien Wetterwald, Chief Technology Officer: sold $2.6M across 5 filings, first filed Dec 15, 2025, last Sep 18, 2026. Alan Imberman, CFO and Treasurer: sold $2.2M across 2 filings, first filed Dec 15, 2025, last Sep 18, 2026. Kenneth A. Goldman, Director: sold $708.2K across 2 filings, first filed Dec 15, 2025, last Sep 11, 2026. 3 others: sold $823.5K across 7 filings, first filed Dec 15, 2025, last Sep 18, 2026.
Largest mark · tap a row for others
Charles P. Coleman III · 10% owner
Sale $98,068,768
7,004,912 shares at $14.00 avg
Filed Dec 16, 2025 · traded Dec 15
Close on filing date $12.85
Charles P. Coleman III · 10% owner
10% owner
$98.1M soldDavid Fortunato · CEO and President
CEO and President
$11.7M soldKal Iyer · VP, Engineering
VP, Engineering
$3.3M soldJulien Wetterwald · Chief Technology Officer
Chief Technology Officer
$2.6M soldAlan Imberman · CFO and Treasurer
CFO and Treasurer
$2.2M soldKenneth A. Goldman · Director
Director
$708.2K sold3 others
Combined, one mark per week
$823.5K soldOpen-market trades
23 filings in the last 12 months| Insider | Role | Sold | Bought | Filings | Pre-arranged (10b5-1) | Last filed |
|---|---|---|---|---|---|---|
| Charles P. Coleman III | 10% owner | $98.1M | — | 1 | — | |
| David Fortunato | CEO and President | $11.7M | — | 2 | 9% of sales | |
| Kal Iyer | VP, Engineering | $3.3M | — | 4 | 28% of sales | |
| Julien Wetterwald | Chief Technology Officer | $2.6M | — | 5 | 34% of sales | |
| Alan Imberman | CFO and Treasurer | $2.2M | — | 2 | 36% of sales | |
| Kenneth A. Goldman | Director | $708.2K | — | 2 | 14% of sales | |
| Lauren Lin | CLO, CCO and Secretary | $510.3K | — | 3 | 17% of sales | |
| Jaleh Bisharat | Director | $300.6K | — | 2 | 53% of sales | |
| L. Michelle Wilson | Director | $12.5K | — | 2 | 100% of sales |
| Filed | Insider | Type | Shares | Avg price | Value | Held after | Source |
|---|---|---|---|---|---|---|---|
traded | Kal Iyer VP, Engineering | SalePre-arranged (10b5-1) | 26,738 | $10.11 | $270.2K | 232,494 | |
traded | Julien Wetterwald Chief Technology Officer | SalePre-arranged (10b5-1) | 26,138 | $10.10 | $264.1K | 696,525 | |
traded | David Fortunato CEO and President | SalePre-arranged (10b5-1) | 100,000 | $10.14 | $1.0M | Multiple accounts | |
traded | Alan Imberman CFO and Treasurer | SalePre-arranged (10b5-1) | 76,540 | $10.10 | $773.3K | 396,970 | |
traded | Lauren Lin CLO, CCO and Secretary | SalePre-arranged (10b5-1) | 4,574 | $10.10 | $46.2K | 171,816 | |
traded | L. Michelle Wilson Director | SalePre-arranged (10b5-1) | 638 | $10.55 | $6.7K | 9,353 | |
traded | Kenneth A. Goldman Director | SalePre-arranged (10b5-1) | 10,000 | $10.00 | $100.0K | 49,655 | |
traded | Julien Wetterwald Chief Technology Officer | SalePre-arranged (10b5-1) | 15,263 | $9.16 | $139.8K | 696,525 | |
traded | Julien Wetterwald Chief Technology Officer | SalePre-arranged (10b5-1) | 15,264 | $9.36 | $142.8K | 711,788 | |
traded | Jaleh Bisharat Director | SalePre-arranged (10b5-1) | 17,007 | $9.45 | $160.6K | 0 | |
traded | Kal Iyer VP, Engineering | SalePre-arranged (10b5-1) | 28,498 | $8.46 | $241.0K | 225,771 | |
traded | Julien Wetterwald Chief Technology Officer | SalePre-arranged (10b5-1) | 39,810 | $8.46 | $336.6K | 727,052 | |
traded | Lauren Lin CLO, CCO and Secretary | SalePre-arranged (10b5-1) | 4,840 | $8.45 | $40.9K | 158,092 | |
traded | L. Michelle Wilson Director | SalePre-arranged (10b5-1) | 638 | $9.12 | $5.8K | 7,865 | |
traded | Kal Iyer VP, Engineering | SalePre-arranged (10b5-1) | 45,772 | $8.92 | $408.2K | 254,269 | |
traded | David Fortunato CEO and President | Sale | 765,154 | $14.00 | $10.7M | 1,371,514 | |
traded | Charles P. Coleman III 10% owner | Sale | 7,004,912 | $14.00 | $98.1M | 15,156,877 | |
traded | Kenneth A. Goldman Director | Sale | 43,444 | $14.00 | $608.2K | Multiple accounts | |
traded | Kal Iyer VP, Engineering | Sale | 167,722 | $14.00 | $2.3M | 127,514 | |
traded | Julien Wetterwald Chief Technology Officer | Sale | 120,000 | $14.00 | $1.7M | 475,308 | |
traded | Jaleh Bisharat Director | Sale | 10,000 | $14.00 | $140.0K | 0 | |
traded | Alan Imberman CFO and Treasurer | Sale | 100,000 | $14.00 | $1.4M | 186,865 | |
traded | Lauren Lin CLO, CCO and Secretary | Sale | 30,229 | $14.00 | $423.2K | 95,279 |
GET /stocks/filings/vX/form-4?tickers=WLTH&filing_date.gte=2025-10-26&sort=filing_date.desc&limit=500{
"status": "OK",
"results": [
{
"tickers": [
"WLTH"
],
"issuer_cik": "0001524566",
"owner_cik": "0002082564",
"accession_number": "0002082564-26-000016",
"form_type": "4",
"filing_date": "2026-09-18",
"period_of_report": "2026-09-17",
"issuer_name": "WEALTHFRONT CORP",
"issuer_trading_symbol": "WLTH",
"owner_name": "Fortunato David",
"is_director": true,
"is_officer": true,
"is_ten_percent_owner": false,
"is_other": false,
"officer_title": "CEO and President",
"security_type": "non_derivative",
"record_type": "transaction",
"security_title": "Common Stock",
"transaction_timeliness": "O",
"aff_10b5_one": true,
"transaction_date": "2026-09-17",
"transaction_code": "S",
"equity_swap_involved": false,
"transaction_shares": 50000,
"transaction_price_per_share": 10.1438,
"transaction_acquired_disposed": "D",
"shares_owned_following_transaction": 281807,
"transaction_value": 507190.00000000006,
"direct_or_indirect": "I",
"nature_of_ownership": "By Spouse",
"footnotes": [
{
"id": "F1",
"description": "This transaction was executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person and his spouse on June 17, 2026."
},
{
"id": "F2",
"description": "The reported securities are directly held by the reporting person's spouse."
}
]
},
{
"tickers": [
"WLTH"
],
"issuer_cik": "0001524566",
"owner_cik": "0001497487",
"accession_number": "0001497487-26-000012",
"form_type": "4",
"filing_date": "2026-09-18",
"period_of_report": "2026-09-17",
"issuer_name": "WEALTHFRONT CORP",
"issuer_trading_symbol": "WLTH",
"owner_name": "IYER KAL",
"is_director": false,
"is_officer": true,
"is_ten_percent_owner": false,
"is_other": false,
"officer_title": "VP, Engineering",
"security_type": "non_derivative",
"record_type": "transaction",
"security_title": "Common Stock",
"transaction_timeliness": "O",
"aff_10b5_one": true,
"transaction_date": "2026-09-17",
"transaction_code": "S",
"equity_swap_involved": false,
"transaction_shares": 26738,
"transaction_price_per_share": 10.1054,
"transaction_acquired_disposed": "D",
"shares_owned_following_transaction": 232494,
"transaction_value": 270198.1852,
"direct_or_indirect": "D",
"footnotes": [
{
"id": "F1",
"description": "This transaction was executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 14, 2026."
},
{
"id": "F2",
"description": "The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.985 to $10.24 per share, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote."
}
]
}
]
}
// trimmed to 2 resultsThe response includes every Form 4 record; this page keeps open-market purchases and sales on common stock and removes duplicate joint-filer rows.
Other insider activity (not market trades) · 211 records
- Option exercises137 records
- Tax withholding21 records
- Tax withholding (sold to cover)10 records
- Other43 records
Reported on Form 4 but not purchases or sales in the market, so not counted in the totals above.
How to read this page
- Open-market purchase or sale
- A buy or sell of the company's stock at market price. Grants, option exercises, shares withheld for tax, gifts and employee stock plan purchases are listed separately and not counted.
- Pre-arranged (10b5-1)
- The insider marked the filing as made under a trading plan set up in advance (SEC Rule 10b5-1). The mark covers the whole filing, and an unmarked filing may still be under a plan.
- Filing date
- Insiders have two business days to report a trade. Totals and the chart use the filing date, when the trade became public.
- Counted once
- When several owners (a fund and its partners, say) report the same trade, it's counted once. Corrected filings replace the originals.
Frequently asked questions
Has the Wealthfront Corporation's CEO sold stock?
Yes. David Fortunato (CEO) sold 865,154 shares ($11.7M) between Mar 2026 and Sep 2026, $1.0M of it under a pre-arranged 10b5-1 plan.
How current is WLTH’s insider data?
These are WLTH Form 4 filings from the last year, refreshed daily. The Massive Form 4 API has the full, continuously updated record.
What counts as an open-market buy or sell?
Only purchases and sales at the market price. Option exercises, grants, gifts, and shares withheld for taxes are reported on Form 4 but are left out of the buy and sell totals.
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Track WLTH insider trades with your agent
This page joins two Massive endpoints: Form 4 filings and daily prices. Ask an agent to watch for new filings:
Using the Massive API (massive.com/docs/llms.txt), check Form 4 filings for WLTH every day with transaction_code=P and tell me when an insider files an open-market purchase, with their role, shares, price and the filing link.
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