TickerFacts.

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WLTH research notebook

Read the disclosures. Follow the relationships. Keep the dates in view.

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Filing timeline

Download filings CSV

SEC submissions · retrieved 2026-09-08 · 8005 issuers; up to 32 recent company reports and 8 ownership-change filings per issuer

  1. 4 · Ownership change

    Report date 2026-08-22 · 0002082674-26-000007

  2. 4 · Ownership change

    Report date 2026-08-17 · 0002078580-26-000011

  3. 4 · Ownership change

    Report date 2026-07-15 · 0002078580-26-000008

  4. 4 · Ownership change

    Report date 2026-07-06 · 0002082597-26-000007

  5. 4 · Ownership change

    Report date 2026-06-23 · 0002091533-26-000006

  6. 4 · Ownership change

    Report date 2026-06-23 · 0002082597-26-000004

  7. 4 · Ownership change

    Report date 2026-06-23 · 0001239764-26-000006

  8. 4 · Ownership change

    Report date 2026-06-23 · 0001218470-26-000014

  9. 8-K · Current report

    Report date 2026-06-23 · 0001628280-26-045236 · Items 5.07

  10. 10-Q · Quarterly report

    Report date 2026-04-30 · 0001628280-26-042874

  11. 8-K · Current report

    Report date 2026-06-04 · 0001628280-26-040793 · Items 2.02,7.01,9.01

  12. DEF 14A · Proxy statement

    Report date 2026-01-31 · 0001628280-26-033531

  13. 10-K · Annual report

    Report date 2026-01-31 · 0001628280-26-027232

  14. 8-K · Current report

    Report date 2026-03-09 · 0001628280-26-016823 · Items 2.02,7.01,8.01,9.01

  15. 8-K · Current report

    Report date 2026-02-16 · 0001628280-26-008816 · Items 1.01,9.01

  16. 8-K · Current report

    Report date 2026-01-28 · 0001628280-26-003843 · Items 7.01

  17. 10-Q · Quarterly report

    Report date 2025-10-31 · 0001628280-26-003332

  18. 8-K · Current report

    Report date 2026-01-12 · 0001628280-26-001819 · Items 2.02,7.01,9.01

Reported insider transactions

Download transactions CSV

SEC insider transactions · retrieved 2026-09-07 · 2026 Q2: filings in this completed quarter; not a live transaction feed

Purchases and sales include open-market or private transactions. Grants, exercises and tax withholding are shown separately. Amendments and joint reports can overlap; rows are not a net-buying score. Prices retain the filing's units; consult its footnotes.

Transaction rows by code · counts, not monetary totals
Purchase: 0 transaction rows0PSale: 5 transaction rows5SGrant / award: 7 transaction rows7AExercise / conversion: 42 transaction rows42MTax / exercise payment: 5 transaction rows5FGift: 0 transaction rows0G
P · PurchaseS · SaleA · Grant / awardM · Exercise / conversionF · Tax / exercise paymentG · Gift

59 matching transaction rows. Showing 1–50.

Transaction / filedReporting ownerTypeSecuritySharesReported price
2026-06-23
2026-06-25
Schmidt Michael ReedA · Grant / award
Acquired
Restricted Stock Units
Derivative security
19446.00.0
2026-06-23
2026-06-25
Bisharat JalehA · Grant / award
Acquired
Restricted Stock Units
Derivative security
19446.00.0
2026-06-23
2026-06-25
KILAR JASONA · Grant / award
Acquired
Restricted Stock Units
Derivative security
19446.00.0
2026-06-23
2026-06-25
GOLDMAN KENNETH AA · Grant / award
Acquired
Restricted Stock Units
Derivative security
19446.00.0
2026-06-23
2026-06-25
RACHLEFF ANDREW SA · Grant / award
Acquired
Restricted Stock Units
Derivative security
19446.00.0
2026-06-23
2026-06-25
WILSON L MICHELLEA · Grant / award
Acquired
Restricted Stock Units
Derivative security
19446.00.0
2026-06-17
2026-06-22
Lin Lauren
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock4840.08.45
2026-06-17
2026-06-22
Wetterwald Julien
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock39810.08.46
2026-06-17
2026-06-22
IYER KAL
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock28498.08.46
2026-06-15
2026-06-17
Schmidt Michael ReedM · Exercise / conversion
Acquired
Common Stock2126.00.0
2026-06-15
2026-06-17
Schmidt Michael ReedM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
2126.00.0
2026-06-15
2026-06-17
Lin LaurenM · Exercise / conversion
Acquired
Common Stock12500.00.0
2026-06-15
2026-06-17
Lin LaurenM · Exercise / conversion
Acquired
Common Stock9375.00.0
2026-06-15
2026-06-17
Lin LaurenM · Exercise / conversion
Acquired
Common Stock4687.00.0
2026-06-15
2026-06-17
Lin LaurenM · Exercise / conversion
Acquired
Common Stock12847.00.0
2026-06-15
2026-06-17
Lin LaurenF · Tax / exercise payment
Disposed
Common Stock20052.08.8
2026-06-15
2026-06-17
Lin LaurenM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
12847.00.0
2026-06-15
2026-06-17
Lin LaurenM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
9375.00.0
2026-06-15
2026-06-17
Lin LaurenM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
12500.00.0
2026-06-15
2026-06-17
Lin LaurenM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
4687.00.0
2026-06-15
2026-06-17
Imberman AlanM · Exercise / conversion
Acquired
Common Stock23625.00.0
2026-06-15
2026-06-17
Imberman AlanM · Exercise / conversion
Acquired
Common Stock17763.00.0
2026-06-15
2026-06-17
Imberman AlanM · Exercise / conversion
Acquired
Common Stock22813.00.0
2026-06-15
2026-06-17
Imberman AlanF · Tax / exercise payment
Disposed
Common Stock25264.08.8
2026-06-15
2026-06-17
Imberman AlanM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
22813.00.0
2026-06-15
2026-06-17
Imberman AlanM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
23625.00.0
2026-06-15
2026-06-17
Imberman AlanM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
17763.00.0
2026-06-15
2026-06-17
Fortunato DavidF · Tax / exercise payment
Disposed
Common Stock116088.08.8
2026-06-15
2026-06-17
Fortunato DavidM · Exercise / conversion
Acquired
Common Stock59531.00.0
2026-06-15
2026-06-17
Fortunato DavidM · Exercise / conversion
Acquired
Common Stock79181.00.0
2026-06-15
2026-06-17
Fortunato DavidM · Exercise / conversion
Acquired
Common Stock76462.00.0
2026-06-15
2026-06-17
Fortunato DavidM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
76462.00.0
2026-06-15
2026-06-17
Fortunato DavidM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
79181.00.0
2026-06-15
2026-06-17
Fortunato DavidM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
59531.00.0
2026-06-15
2026-06-17
Wetterwald JulienM · Exercise / conversion
Acquired
Common Stock21113.00.0
2026-06-15
2026-06-17
Wetterwald JulienM · Exercise / conversion
Acquired
Common Stock20388.00.0
2026-06-15
2026-06-17
Wetterwald JulienM · Exercise / conversion
Acquired
Common Stock20525.00.0
2026-06-15
2026-06-17
Wetterwald JulienM · Exercise / conversion
Acquired
Common Stock19000.00.0
2026-06-15
2026-06-17
Wetterwald JulienF · Tax / exercise payment
Disposed
Common Stock43716.08.8
2026-06-15
2026-06-17
Wetterwald JulienM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
20388.00.0
2026-06-15
2026-06-17
Wetterwald JulienM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
19000.00.0
2026-06-15
2026-06-17
Wetterwald JulienM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
20525.00.0
2026-06-15
2026-06-17
Wetterwald JulienM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
21113.00.0
2026-06-15
2026-06-17
IYER KAL
10b5-1 checkbox reported
M · Exercise / conversion
Acquired
Common Stock21112.00.0
2026-06-15
2026-06-17
IYER KAL
10b5-1 checkbox reported
M · Exercise / conversion
Acquired
Common Stock20387.00.0
2026-06-15
2026-06-17
IYER KAL
10b5-1 checkbox reported
M · Exercise / conversion
Acquired
Common Stock15562.00.0
2026-06-15
2026-06-17
IYER KAL
10b5-1 checkbox reported
M · Exercise / conversion
Acquired
Common Stock20387.00.0
2026-06-15
2026-06-17
IYER KAL
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock45772.08.92
2026-06-15
2026-06-17
IYER KAL
10b5-1 checkbox reported
F · Tax / exercise payment
Disposed
Common Stock41784.08.8
2026-06-15
2026-06-17
IYER KAL
10b5-1 checkbox reported
M · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
20387.00.0

Identity & relationships

Wikidata structured data · retrieved 2026-09-07 · 1611 unambiguous CIK-linked entities; coverage is incomplete

These are sourced identity and relationship claims, with incomplete coverage. Headquarters locations do not describe sales, assets or operating exposure.

SEC issuer · 0001524566WEALTHFRONT CORP

No parent relationship is available in this import; this is not proof of independence.

No verified LEI join available.

GLEIF legal entity reference data · retrieved 2026-09-07 · 1177 checked identities; 0 unavailable records

Search names and former names

View Wikidata identity and references ↗

  • Wealthfront · alias · wikidata
  • Wealthfront Corporation · alias · wikidata
  • WEALTHFRONT INC · former SEC name · 2011-06-30 to 2018-08-10
Explore headquarters map ↗

Revenue in constant purchasing power

USD revenue expressed in 2026-07 consumer-price dollars. Each annual period uses a CPI-U average weighted by the days in its actual reporting interval. This is a purchasing-power comparison, not a company-specific price or volume measure.

Year endedReported USD revenueCPI-adjusted USD revenue
2025-01-31$308.86M$327.95M
2024-01-31$216.71M$236.87M

Bureau of Labor Statistics · retrieved 2026-09-08 · 9 selected series; gaps remain missing

Explore the CPI history ↗