WLTH insider buying and SEC filings, explained
Wealthfront Corp. · CIK 1524566
Tracked: Forms 3/4/5, 8-K, NT · All filings on sec.gov
Insider activity in the last 12 months
Bought
$0
Insiders who bought
0
Sold (not marked 10b5-1)
$11.3M
Planned sales (10b5-1)
$4.0M
Insider purchases and sales, last 12 months
| Traded | Type | What was filed | Source |
|---|---|---|---|
| Sep 17, 2026 | Planned (10b5-1) | Lauren Lin (CLO, CCO and Secretary) sold 4,574 shares at $10.10 ($46K), marked as a 10b5-1 plan trade. Holdings down 3% to 171,816 shares. | SEC filing Filed Sep 18, 2026 |
| Sep 17, 2026 | Planned (10b5-1) | Alan Imberman (CFO) sold 76,540 shares at $10.10 ($773K), marked as a 10b5-1 plan trade. Holdings down 16% to 396,970 shares. | SEC filing Filed Sep 18, 2026 |
| Sep 17, 2026 | Planned (10b5-1) | David Fortunato (CEO and Director) sold 100,000 shares directly and indirectly (by spouse) at $10.14 ($1.0M), marked as a 10b5-1 plan trade. Direct holdings down 3% to 1,938,525 shares. | SEC filing Filed Sep 18, 2026 |
| Sep 17, 2026 | Planned (10b5-1) | Julien Wetterwald (Chief Technology Officer) sold 26,138 shares at about $10.10 ($264K), marked as a 10b5-1 plan trade. Holdings down 4% to 696,525 shares. | SEC filing Filed Sep 18, 2026 |
| Sep 17, 2026 | Planned (10b5-1) | Kal Iyer (VP, Engineering) sold 26,738 shares at about $10.11 ($270K), marked as a 10b5-1 plan trade. Holdings down 10% to 232,494 shares. | SEC filing Filed Sep 18, 2026 |
| Sep 16, 2026 | Sale | Lauren Lin (CLO, CCO and Secretary) sold 4,995 shares at about $10.19 ($51K). Holdings down 3% to 176,390 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Sep 17, 2026 |
| Sep 16, 2026 | Sale | Alan Imberman (CFO) sold 6,292 shares at about $10.19 ($64K). Holdings down 1% to 473,510 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Sep 17, 2026 |
| Sep 16, 2026 | Sale | David Fortunato (CEO and Director) sold 28,914 shares at about $10.19 ($295K). Holdings down 1% to 1,988,525 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Sep 17, 2026 |
| Sep 16, 2026 | Sale | Julien Wetterwald (Chief Technology Officer) sold 8,130 shares at about $10.19 ($83K). Holdings down 1% to 722,663 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Sep 17, 2026 |
| Sep 16, 2026 | Sale | Kal Iyer (VP, Engineering) sold 10,408 shares at about $10.19 ($106K). Holdings down 4% to 259,232 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Sep 17, 2026 |
| Sep 15, 2026 | Planned (10b5-1) | L. Michelle Wilson (Director) sold 638 shares at $10.55 ($7K), marked as a 10b5-1 plan trade. Holdings down 6% to 9,353 shares. | SEC filing Filed Sep 17, 2026 |
| Sep 10, 2026 | Planned (10b5-1) | Kenneth A. Goldman (Director) sold 10,000 shares at $10.00 ($100K), marked as a 10b5-1 plan trade. Holdings down 17% to 49,655 shares. | SEC filing Filed Sep 11, 2026 |
| Aug 17, 2026 | Planned (10b5-1) | Julien Wetterwald (Chief Technology Officer) sold 15,263 shares at $9.16 ($140K), marked as a 10b5-1 plan trade. Holdings down 2% to 696,525 shares. | SEC filing Filed Aug 19, 2026 |
| Jul 15, 2026 | Planned (10b5-1) | Julien Wetterwald (Chief Technology Officer) sold 15,264 shares at about $9.36 ($143K), marked as a 10b5-1 plan trade. Holdings down 2% to 711,788 shares. | SEC filing Filed Jul 17, 2026 |
| Jul 6–7, 2026 | Planned (10b5-1) | Jaleh Bisharat (Director) sold 17,007 shares between Jul 6 and Jul 7 at about $9.44 ($161K), marked as a 10b5-1 plan trade. Holdings down 100% to 0 shares. | SEC filing Filed Jul 8, 2026 |
| Jun 17, 2026 | Planned (10b5-1) | Lauren Lin (CLO, CCO and Secretary) sold 4,840 shares at $8.45 ($41K), marked as a 10b5-1 plan trade. Holdings down 3% to 158,092 shares. | SEC filing Filed Jun 22, 2026 |
| Jun 17, 2026 | Planned (10b5-1) | Julien Wetterwald (Chief Technology Officer) sold 39,810 shares at $8.46 ($337K), marked as a 10b5-1 plan trade. Holdings down 5% to 727,052 shares. | SEC filing Filed Jun 22, 2026 |
| Jun 17, 2026 | Planned (10b5-1) | Kal Iyer (VP, Engineering) sold 28,498 shares at about $8.46 ($241K), marked as a 10b5-1 plan trade. Holdings down 11% to 225,771 shares. | SEC filing Filed Jun 22, 2026 |
| Jun 15, 2026 | Planned (10b5-1) | L. Michelle Wilson (Director) sold 638 shares at $9.12 ($6K), marked as a 10b5-1 plan trade. Holdings down 8% to 7,865 shares. | SEC filing Filed Jun 17, 2026 |
| Jun 15, 2026 | Planned (10b5-1) | Kal Iyer (VP, Engineering) sold 45,772 shares at $8.92 ($408K), marked as a 10b5-1 plan trade. Holdings down 15% to 254,269 shares. | SEC filing Filed Jun 17, 2026 |
| Dec 11, 2025 | Sale Amended filing | David Fortunato (CEO and Director) sold 765,154 shares at $14.00 ($10.7M). Holdings down 36% to 1,371,514 shares. Not marked as a 10b5-1 plan trade. This amends a filing from Dec 15, 2025. | SEC filing Filed Mar 17, 2026 |
73 routine transactions (such as grants, option exercises or tax withholding) are not listed.
Cluster buys
No cluster buys in the last 12 months.
Red flags
No red flags in the last 12 months.
Key events
No key events in the last 12 months.
8-K filings, last 12 months
No 8-K filings in the last 12 months.
Red flags are objective triggers only: the item or form filed, never an opinion.
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