A business in context

WLTH research notebook

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

Research JSON

Filing timeline

Download filings CSV

SEC submissions · retrieved 2026-10-23 · 8022 issuers; up to 32 recent company reports and 8 ownership-change filings per issuer

  1. 8-K · Current report

    Report date 2026-10-20 · 0001628280-26-066744 · Items 8.01

  2. 4 · Ownership change

    Report date 2026-09-17 · 0002082674-26-000013

  3. 4 · Ownership change

    Report date 2026-09-17 · 0002082642-26-000010

  4. 4 · Ownership change

    Report date 2026-09-17 · 0002082564-26-000016

  5. 4 · Ownership change

    Report date 2026-09-17 · 0002078580-26-000017

  6. 4 · Ownership change

    Report date 2026-09-17 · 0001497487-26-000012

  7. 4 · Ownership change

    Report date 2026-09-15 · 0002091533-26-000008

  8. 4 · Ownership change

    Report date 2026-09-15 · 0002082674-26-000011

  9. 4 · Ownership change

    Report date 2026-09-15 · 0002082642-26-000008

  10. 10-Q · Quarterly report

    Report date 2026-07-31 · 0001628280-26-061848

  11. 8-K · Current report

    Report date 2026-09-09 · 0001628280-26-061131 · Items 2.02,7.01,9.01

  12. 8-K · Current report

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

  13. 10-Q · Quarterly report

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

  14. 8-K · Current report

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

  15. DEF 14A · Proxy statement

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

  16. 10-K · Annual report

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

  17. 8-K · Current report

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

  18. 8-K · Current report

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

  19. 8-K · Current report

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

  20. 10-Q · Quarterly report

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

  21. 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 2026-10-23 · 2026 Q3: 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: 22 transaction rows22SGrant / award: 1 transaction rows1AExercise / conversion: 50 transaction rows50MTax / exercise payment: 1 transaction rows1FGift: 0 transaction rows0G
P · PurchaseS · SaleA · Grant / awardM · Exercise / conversionF · Tax / exercise paymentG · Gift

74 matching transaction rows. Showing 1 to 50.

Transaction / filedReporting ownerTypeSecuritySharesReported price
2026-09-17
2026-09-18
Lin Lauren
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock4574.010.1
2026-09-17
2026-09-18
Imberman Alan
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock76540.010.1
2026-09-17
2026-09-18
Fortunato David
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock50000.010.14
2026-09-17
2026-09-18
Fortunato David
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock50000.010.14
2026-09-17
2026-09-18
Wetterwald Julien
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock26138.010.1
2026-09-17
2026-09-18
IYER KAL
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock26738.010.11
2026-09-16
2026-09-17
Lin LaurenS · Sale
Disposed
Common Stock4995.010.19
2026-09-16
2026-09-17
Imberman AlanS · Sale
Disposed
Common Stock6292.010.19
2026-09-16
2026-09-17
Fortunato DavidS · Sale
Disposed
Common Stock28914.010.19
2026-09-16
2026-09-17
Wetterwald JulienS · Sale
Disposed
Common Stock8130.010.19
2026-09-16
2026-09-17
IYER KALS · Sale
Disposed
Common Stock10408.010.19
2026-09-15
2026-09-17
Schmidt Michael ReedM · Exercise / conversion
Acquired
Common Stock2126.00.0
2026-09-15
2026-09-17
Schmidt Michael ReedM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
2126.00.0
2026-09-15
2026-09-17
Lin LaurenS · Sale
Disposed
Common Stock16117.010.73
2026-09-15
2026-09-17
Lin LaurenM · Exercise / conversion
Acquired
Common Stock12847.00.0
2026-09-15
2026-09-17
Lin LaurenM · Exercise / conversion
Acquired
Common Stock4688.00.0
2026-09-15
2026-09-17
Lin LaurenM · Exercise / conversion
Acquired
Common Stock9375.00.0
2026-09-15
2026-09-17
Lin LaurenM · Exercise / conversion
Acquired
Common Stock12500.00.0
2026-09-15
2026-09-17
Lin LaurenM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
12500.00.0
2026-09-15
2026-09-17
Lin LaurenM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
9375.00.0
2026-09-15
2026-09-17
Lin LaurenM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
4688.00.0
2026-09-15
2026-09-17
Lin LaurenM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
12847.00.0
2026-09-15
2026-09-17
Imberman AlanM · Exercise / conversion
Acquired
Common Stock17762.00.0
2026-09-15
2026-09-17
Imberman AlanS · Sale
Disposed
Common Stock20304.010.73
2026-09-15
2026-09-17
Imberman AlanM · Exercise / conversion
Acquired
Common Stock22812.00.0
2026-09-15
2026-09-17
Imberman AlanM · Exercise / conversion
Acquired
Common Stock23625.00.0
2026-09-15
2026-09-17
Imberman AlanM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
22812.00.0
2026-09-15
2026-09-17
Imberman AlanM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
23625.00.0
2026-09-15
2026-09-17
Imberman AlanM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
17762.00.0
2026-09-15
2026-09-17
Fortunato DavidM · Exercise / conversion
Acquired
Common Stock79181.00.0
2026-09-15
2026-09-17
Fortunato DavidS · Sale
Disposed
Common Stock93289.010.73
2026-09-15
2026-09-17
Fortunato DavidM · Exercise / conversion
Acquired
Common Stock76463.00.0
2026-09-15
2026-09-17
Fortunato DavidM · Exercise / conversion
Acquired
Common Stock59531.00.0
2026-09-15
2026-09-17
Fortunato DavidM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
76463.00.0
2026-09-15
2026-09-17
Fortunato DavidM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
59531.00.0
2026-09-15
2026-09-17
Fortunato DavidM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
79181.00.0
2026-09-15
2026-09-17
Wetterwald JulienS · Sale
Disposed
Common Stock26231.010.73
2026-09-15
2026-09-17
Wetterwald JulienM · Exercise / conversion
Acquired
Common Stock19000.00.0
2026-09-15
2026-09-17
Wetterwald JulienM · Exercise / conversion
Acquired
Common Stock20387.00.0
2026-09-15
2026-09-17
Wetterwald JulienM · Exercise / conversion
Acquired
Common Stock21112.00.0
2026-09-15
2026-09-17
Wetterwald JulienM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
20387.00.0
2026-09-15
2026-09-17
Wetterwald JulienM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
19000.00.0
2026-09-15
2026-09-17
Wetterwald JulienM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
21112.00.0
2026-09-15
2026-09-17
IYER KALM · Exercise / conversion
Acquired
Common Stock21113.00.0
2026-09-15
2026-09-17
IYER KALM · Exercise / conversion
Acquired
Common Stock15563.00.0
2026-09-15
2026-09-17
IYER KALS · Sale
Disposed
Common Stock33583.010.73
2026-09-15
2026-09-17
IYER KALM · Exercise / conversion
Acquired
Common Stock20388.00.0
2026-09-15
2026-09-17
IYER KALM · Exercise / conversion
Acquired
Common Stock20388.00.0
2026-09-15
2026-09-17
IYER KALM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
20388.00.0
2026-09-15
2026-09-17
IYER KALM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
15563.00.0

Identity & relationships

Wikidata structured data · retrieved 2026-10-23 · 1658 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 2026-10-23 · 1197 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 2026-09 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$330.92M
2024-01-31$216.71M$239.01M

Bureau of Labor Statistics · retrieved 2026-10-23 · 9 selected series; gaps remain missing

Explore the CPI history ↗