WLTH · Insider Trading

Wealthfront Corporation Common Stock

Every open-market purchase and sale reported by WLTH officers, directors and 10%+ beneficial owners on SEC Form 4, which must be filed within two business days of the transaction. Sales often reflect scheduled 10b5-1 plans or tax withholding rather than a directional view, so read counts alongside the size and the filer.

Form 4 Filings
50
most recent
Open-Market Buys
0
code P
Sales
12
code S
Reporting Insiders
15
current holders
WLTH — Recent Form 4 Transactions (latest 2026-09-18)
FiledInsiderRole TypeSharesValue
2026-09-18 Kal Iyer VP, Engineering Sell −26,738 −$270.20K
2026-09-18 Julien Wetterwald Chief Technology Officer Sell −26,138 −$264.10K
2026-09-18 Alan Imberman CFO and Treasurer Sell −76,540 −$773.31K
2026-09-18 Lauren Lin CLO, CCO and Secretary Sell −4,574 −$46.21K
2026-09-18 David Fortunato CEO and President Sell −100,000 −$1.01M
2026-09-17 Jason Kilar Director M +23,544 —
2026-09-17 L Michelle Wilson Director MIXED +1,488 −$6.73K
2026-09-17 Michael Reed Schmidt Director M +2,126 —
2026-09-17 David Fortunato CEO and President MIXED +92,972 −$1.30M
2026-09-17 Alan Imberman CFO and Treasurer MIXED +37,603 −$281.99K
2026-09-17 Lauren Lin CLO, CCO and Secretary MIXED +18,298 −$223.85K
2026-09-17 Kal Iyer VP, Engineering MIXED +33,461 −$466.43K
2026-09-17 Julien Wetterwald Chief Technology Officer MIXED +26,138 −$364.32K
2026-09-15 David Fortunato CEO and President MIXED +269,811 −$3.30M
2026-09-11 Kenneth A Goldman Director Sell −10,000 −$100.00K
2026-08-26 Lauren Lin CLO, CCO and Secretary A +207,000 deriv. —
2026-08-19 Julien Wetterwald Chief Technology Officer Sell −15,263 −$139.80K
2026-07-17 Julien Wetterwald Chief Technology Officer Sell −15,264 −$142.80K
2026-07-08 Jaleh Bisharat Director Sell −17,007 −$160.64K
2026-06-25 Michael Reed Schmidt Director A +19,446 deriv. —
2026-06-25 Kenneth A Goldman Director A +19,446 deriv. —
2026-06-25 Jason Kilar Director A +19,446 deriv. —
2026-06-25 L Michelle Wilson Director A +19,446 deriv. —
2026-06-25 Andrew S Rachleff Director A +19,446 deriv. —
2026-06-25 Jaleh Bisharat Director A +19,446 deriv. —
2026-06-22 Lauren Lin CLO, CCO and Secretary Sell −4,840 −$40.91K
2026-06-22 Julien Wetterwald Chief Technology Officer Sell −39,810 −$336.60K
2026-06-22 Kal Iyer VP, Engineering Sell −28,498 −$241.02K
2026-06-17 Michael Reed Schmidt Director M +2,126 —
2026-06-17 Jason Kilar Director M +23,544 —
2026-06-17 David Fortunato CEO and President MIXED +99,086 −$1.02M
2026-06-17 Julien Wetterwald Chief Technology Officer MIXED +37,310 −$384.70K
2026-06-17 L Michelle Wilson Director MIXED +1,488 −$5.82K
2026-06-17 Kal Iyer VP, Engineering MIXED −10,108 −$775.91K
2026-06-17 Lauren Lin CLO, CCO and Secretary MIXED +19,357 −$176.46K
2026-06-17 Alan Imberman CFO and Treasurer MIXED +38,937 −$222.32K
2026-03-24 David Fortunato CEO and President M +40,816 +$100.00K
2026-03-17 L Michelle Wilson Director M +2,126 —
2026-03-17 Alan Imberman CFO and Treasurer MIXED +48,443 −$123.84K
2026-03-17 Jaleh Bisharat Director M +17,007 —
2026-03-17 Andrew S Rachleff Director M +29,762 —
2026-03-17 David Fortunato CEO and President F −115,872 −$1.64M
2026-03-17 Kenneth A Goldman Director M +17,007 —
2026-03-17 Michael Reed Schmidt Director M +2,125 —
2026-03-17 Jason Kilar Director M +40,550 —
2026-03-17 Julien Wetterwald Chief Technology Officer MIXED +51,816 −$229.57K
2026-03-17 Lauren Lin CLO, CCO and Secretary MIXED +25,919 −$115.60K
2026-03-17 David Fortunato CEO and President MIXED −2,019,910 −$32.68M
2026-03-17 David Fortunato CEO and President MIXED +103,553 −$953.59K
2026-03-17 Kal Iyer VP, Engineering MIXED +45,772 −$202.83K
WLTH — Current Insider Holders
InsiderRole Shares HeldValue
Charles P Coleman III 10%+ Owner 18,332,547 $192.86M
Andrew S Rachleff Director 16,453,966 $173.10M
R. Thomas Goodrich 10%+ Owner 11,047,106 $116.22M
Index Ventures VI Parallel Entrepreneur Fund (Jersey) LP 10%+ Owner 3,308,299 $34.80M
David Fortunato CEO and President 2,220,332 $23.36M
Julien Wetterwald Chief Technology Officer 696,525 $7.33M
Jason Kilar Director 670,163 $7.05M
Alan Imberman CFO and Treasurer 396,970 $4.18M
Kal Iyer VP, Engineering 232,494 $2.45M
Lauren Lin CLO, CCO and Secretary 171,816 $1.81M
Michelangelo Volpi Director 126,014 $1.33M
Kenneth A Goldman Director 98,014 $1.03M
L Michelle Wilson Director 9,353 $98.39K
Jaleh Bisharat Director 8,503 $89.45K
Michael Reed Schmidt Director 6,377 $67.09K
WLTH Insider Trading FAQ
Who are the insiders at WLTH?
15 officers, directors and 10%+ beneficial owners currently report holdings in WLTH via SEC Form 4.
Are WLTH insiders buying or selling?
Across the 50 most recent Form 4 filings for WLTH, 0 were open-market purchases (code P) and 12 were sales (code S). Sales frequently reflect scheduled 10b5-1 plans or tax withholding rather than a view on the stock.
How current is WLTH insider data?
Form 4 must be filed within two business days of the transaction, so this is close to real time. The most recent WLTH filing is dated 2026-09-18.
How to read Form 4 activity

Form 4 reports a change in beneficial ownership by an officer, director or 10%+ holder, and must be filed within two business days of the transaction — so this is close to real time, unlike the 45-day-lagged 13F institutional data.

Transaction codes matter more than the raw buy/sell count. Code P is an open-market purchase — an insider choosing to buy with their own money, which is the signal most research treats as informative. Code S is a sale, but sales are frequently pre-scheduled under a 10b5-1 plan or cover tax withholding on vesting equity, so a run of sales often says nothing directional. Codes A and M are grants and option exercises rather than open-market decisions.

Full filing history and per-insider positions are on the WLTH quote page; the site-wide leaderboard is on the insider transactions hub.

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.