WLTH insider ownership: who sold, why, and what they still hold

What stands out

Four officers sold $16.1M with no disclosed plan: David Fortunato ($10.7M), Kal Iyer ($2.3M) and Julien Wetterwald ($1.7M), plus 1 more. The filings don't state a reason.David Fortunato: largest such sale, Dec 11, 2025 · Kal Iyer: largest such sale, Dec 11, 2025 · Julien Wetterwald: largest such sale, Dec 11, 2025

Outside holder TIGER GLOBAL MANAGEMENT LLC, a 10% owner and not part of management, sold $98.1M of stock.Largest sale, Dec 15, 2025

Tax withholding outweighed market sales: the company withheld $48.4M of officers' and directors' shares for taxes, against $23.9M sold on the open market. The largest was David Fortunato ($32.1M withheld).Largest withholding, Dec 11, 2025

A share of stake is shown for 0 of the 8 officers and directors who sold. 11 are left out

Left out: Andrew Rachleff, Jason Kilar, Julien Wetterwald, David Fortunato, Alan Imberman, Kal Iyer, Lauren Lin, Jaleh Bisharat, Kenneth Goldman, Michael Schmidt and Michelle Wilson (share of stake is being verified).

Disclosed company stock is not an insider's whole wealth.

Who sold, and how much of their stake

Officers and directors, past 12 months. Their share of stake is being verified and is not shown yet; amounts and trading plans are below.

David Fortunato

CEO and President, Director

Not confirmed

Share of stake not shown: share of stake is being verified. Why

$13.0M8% planned, 10% to cover taxes 82% no plan disclosed

Kal Iyer

VP, Engineering

Not confirmed

Share of stake not shown: share of stake is being verified. Why

$3.7M25% planned, 12% to cover taxes 63% no plan disclosed

Julien Wetterwald

Chief Technology Officer

Not confirmed

Share of stake not shown: share of stake is being verified. Why

$2.9M30% planned, 12% to cover taxes 57% no plan disclosed

Alan Imberman

CFO and Treasurer

Not confirmed

Share of stake not shown: share of stake is being verified. Why

$2.5M31% planned, 11% to cover taxes 57% no plan disclosed

Lauren Lin

CLO, CCO and Secretary

Not confirmed

Share of stake not shown: share of stake is being verified. Why

$734K12% planned, 30% to cover taxes 58% no plan disclosed

All 8 sellers

Selling by month

Officers and directors, Oct 2025 to Oct 2026. Each sale is counted once: under a disclosed plan, else to cover taxes, else no plan disclosed.

Disclosed planTo cover taxesNo plan disclosedOne dollar scale for every month; the tallest bar is labeled

Recent activity

Past 30 days, Sep 17, 2026 to Oct 16, 2026

Sep 17, 20265 executives sold 234K shares ($2.4M) under a disclosed trading plan.

Who	Shares	Price	% of total stake	Total stake after	Trade date	Filed
David Fortunato CEO and President, Director	100,000	$10.14	n/a	n/a	Sep 17, 2026	Sep 18, 2026
Alan Imberman CFO and Treasurer	76,540	$10.10	n/a	n/a	Sep 17, 2026	Sep 18, 2026
Kal Iyer VP, Engineering	26,738	$10.11	n/a	n/a	Sep 17, 2026	Sep 18, 2026
Julien Wetterwald Chief Technology Officer	26,138	$10.10	n/a	n/a	Sep 17, 2026	Sep 18, 2026
Lauren Lin CLO, CCO and Secretary	4,574	$10.10	n/a	n/a	Sep 17, 2026	Sep 18, 2026

"% of total stake" is the shares in an event against all the vested shares the person held that day, across every share class and holding entity, after that day's vesting. "n/a" means the person's holdings are not confirmed, or the row is a purchase. "Holdings record incomplete" means more shares were sold than the filings show the person held that day, so a percentage would be wrong.

Outside holders, reported separately

TIGER GLOBAL MANAGEMENT LLC sold $98.1M in the past 12 months. Large shareholders and the funds or companies that board members represent are not part of management, so they are left out of the figures above.

Details

Common questions

Is the Wealthfront Corp CEO selling stock?

Yes. David Fortunato sold 987K shares ($13.0M) in the past 12 months, 8% of it under a trading plan disclosed in the filings.

Why are Wealthfront Corp insiders selling?

Filings rarely give a reason, and we don't guess at one. What they show is how the sales were made: 17% of sales by value ran under 10b5-1 trading plans disclosed in the filings, 11% were to cover taxes and 72% had no disclosed plan. A trading plan schedules sales in advance.

Are any Wealthfront Corp insiders buying?

No. Officers and directors reported no purchases in the past 12 months.

The evidence

Who sold8 officers and directors: amount, % of holdings, trading plan

Who sold	Amount	% of holdings	Trading plan
David Fortunato CEO and President, Director	$13.0M 987K shares	Not confirmed share of stake is being verified. Why	8% under a disclosed plan, 10% to cover taxes 82% no plan disclosed
Kal Iyer VP, Engineering	$3.7M 313K shares	Not confirmed share of stake is being verified. Why	25% under a disclosed plan, 12% to cover taxes 63% no plan disclosed
Julien Wetterwald Chief Technology Officer	$2.9M 251K shares	Not confirmed share of stake is being verified. Why	30% under a disclosed plan, 12% to cover taxes 57% no plan disclosed
Alan Imberman CFO and Treasurer	$2.5M 203K shares	Not confirmed share of stake is being verified. Why	31% under a disclosed plan, 11% to cover taxes 57% no plan disclosed
Lauren Lin CLO, CCO and Secretary	$734K 61K shares	Not confirmed share of stake is being verified. Why	12% under a disclosed plan, 30% to cover taxes 58% no plan disclosed
Kenneth Goldman Director	$708K 53K shares	Not confirmed share of stake is being verified. Why	14% under a disclosed plan 86% no plan disclosed
Jaleh Bisharat Director	$301K 27K shares	Not confirmed share of stake is being verified. Why	53% under a disclosed plan 47% no plan disclosed
Michelle Wilson Director	$13K 1.3K shares	Not confirmed share of stake is being verified. Why	Disclosed plan

Board members representing outside shareholders, reported separately: Michelangelo Volpi. Details

Outside holder, reported separately: TIGER GLOBAL MANAGEMENT LLC (a 10% owner, not part of management). Sold $98.1M (7.00M shares) from Dec 15, 2025 to Dec 15, 2025. Latest filing

Outside holder, reported separately: Index Ventures Growth II (Jersey), L.P. (a 10% owner, not part of management). No open-market sales reported in the period. Latest filing

Outside holder, reported separately: DAG Ventures Management IV, LLC (a 10% owner, not part of management). No open-market sales reported in the period. Latest filing

The full ownership picture0 of 11 officers and directors confirmed

Vested shares across all share classes, held directly and through trusts, LLCs and family members, as reported on SEC Forms 3, 4 and 5. Unvested awards and options are never counted as owned shares.

Insider

Held Oct 16, 2025

Sold

Held Oct 16, 2026

Still held

Andrew Rachleff

Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Andrew Rachleff are complete.

Director

n/a

Vesting, gifts, unvested awards and holding lines for Andrew Rachleff

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Andrew Rachleff are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

Jason Kilar

Director

n/a

Vesting, gifts, unvested awards and holding lines for Jason Kilar

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Jason Kilar are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

Julien Wetterwald

Chief Technology Officer

n/a

−251K

n/a

Vesting, gifts, unvested awards and holding lines for Julien Wetterwald

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Julien Wetterwald are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

−478Kwithheld by the company for taxes

Stock options (not counted as shares):

Options held	Strike price	Expires	Intrinsic value (estimate)
15,047	$2.67	Feb 9, 2027	$112K
25,000	$1.67	Oct 17, 2027	$211K
30,000	$1.67	Oct 17, 2027	$253K
57,501	$1.50	Feb 13, 2028	$495K
194,135	$1.79	Aug 22, 2028	$1.6M
97,917	$1.92	Oct 29, 2029	$801K

Estimate: options held × ($10.10 − strike price), using the most recent insider trade price on Form 4 (Sep 17, 2026), not a market close.

David Fortunato

Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. See the filing Sales and other transactions for David Fortunato are complete.

CEO and President, Director

n/a

−987K

n/a

Vesting, gifts, unvested awards and holding lines for David Fortunato

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for David Fortunato are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

−2.50Mwithheld by the company for taxes

Stock options (not counted as shares):

Options held	Strike price	Expires	Intrinsic value (estimate)
242,000	$1.67	Oct 17, 2027	$2.0M
576,135	$1.79	Aug 22, 2028	$4.8M
1,333,555	$1.87	May 13, 2029	$11.0M
2,828,058	$1.39	Aug 26, 2030	$24.6M
45,000	$2.45	Sep 28, 2026	$344K
25,000	$2.67	Dec 1, 2026	$186K

Estimate: options held × ($10.10 − strike price), using the most recent insider trade price on Form 4 (Sep 17, 2026), not a market close.

Alan Imberman

CFO and Treasurer

n/a

−203K

n/a

Vesting, gifts, unvested awards and holding lines for Alan Imberman

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Alan Imberman are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

−178Kwithheld by the company for taxes

Stock options (not counted as shares):

Options held	Strike price	Expires	Intrinsic value (estimate)
23,547	$2.67	Feb 9, 2027	$175K
137,945	$1.79	Aug 22, 2028	$1.1M
71,525	$1.87	May 13, 2029	$589K
13,794	$1.16	May 13, 2030	$123K
531,570	$2.91	Mar 30, 2031	$3.8M

Estimate: options held × ($10.10 − strike price), using the most recent insider trade price on Form 4 (Sep 17, 2026), not a market close.

Kal Iyer

Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Kal Iyer are complete.

VP, Engineering

n/a

−313K

n/a

Vesting, gifts, unvested awards and holding lines for Kal Iyer

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Kal Iyer are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

−409Kwithheld by the company for taxes

Stock options (not counted as shares):

Options held	Strike price	Expires	Intrinsic value (estimate)
956,135	$1.79	Aug 22, 2028	$7.9M
136,966	$1.39	Jan 14, 2031	$1.2M

Estimate: options held × ($10.10 − strike price), using the most recent insider trade price on Form 4 (Sep 17, 2026), not a market close.

Lauren Lin

CLO, CCO and Secretary

n/a

−61K

n/a

Vesting, gifts, unvested awards and holding lines for Lauren Lin

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Lauren Lin are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

−185Kwithheld by the company for taxes

Stock options (not counted as shares):

Options held	Strike price	Expires	Intrinsic value (estimate)
59,132	$1.16	May 13, 2030	$529K
22,500	$2.91	Apr 20, 2031	$162K

Estimate: options held × ($10.10 − strike price), using the most recent insider trade price on Form 4 (Sep 17, 2026), not a market close.

Jaleh Bisharat

Director

n/a

−27K

n/a

Vesting, gifts, unvested awards and holding lines for Jaleh Bisharat

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Jaleh Bisharat are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

Stock options (not counted as shares):

Options held	Strike price	Expires	Intrinsic value (estimate)
290,000	$2.91	Mar 15, 2031	$2.1M

Estimate: options held × ($10.10 − strike price), using the most recent insider trade price on Form 4 (Sep 17, 2026), not a market close.

Kenneth Goldman

Director

n/a

−53K

n/a

Vesting, gifts, unvested awards and holding lines for Kenneth Goldman

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Kenneth Goldman are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

Stock options (not counted as shares):

Options held	Strike price	Expires	Intrinsic value (estimate)
300,000	$2.91	Apr 17, 2031	$2.2M

Estimate: options held × ($10.10 − strike price), using the most recent insider trade price on Form 4 (Sep 17, 2026), not a market close.

Michael Schmidt

Director

n/a

Vesting, gifts, unvested awards and holding lines for Michael Schmidt

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Michael Schmidt are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

Michelle Wilson

Director

n/a

−1.3K

n/a

Vesting, gifts, unvested awards and holding lines for Michelle Wilson

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Michelle Wilson are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

Holdings and share of stake for Wealthfront Corp are being verified, so no balances, unit counts or percentages are shown. Sales, proceeds, plan and tax status, titles and dates come straight from individual filings.

What explains the selling$23.9M of sales by plan status, purpose, seller and month

Officer and director open-market sales: $23.9M across 1,896,532 shares. Plan status and stated purpose are separate questions, and a sale can have both.

By plan status

Disclosed plan · $4.0M · 17%

83%

The lighter segment is sales with no plan disclosed in the filing ($19.9M), including tax-related sales outside a plan.

No plan disclosed · $17.3M

Sales with no 10b5-1 plan and no tax reference in the filing. $10.7M of it is David Fortunato. No plan disclosed is a statement about the filing, not about why the sale happened. Largest such sale: David Fortunato, Dec 11, 2025

Taxes

$2.6M of sales (11.0%) cite tax obligations in their footnotes. Separately, 3,750,353 shares ($48.4M) were withheld by the company for taxes, which isn't a market sale. Example: Lauren Lin, Sep 16, 2026

Seller	Shares sold	Proceeds	Under a disclosed plan	Share of total	Sales dates
David Fortunato CEO and President, Director	987K	$13.0M	8%	54%	Dec 11, 2025 to Sep 17, 2026
Kal Iyer VP, Engineering	313K	$3.7M	25%	16%	Dec 11, 2025 to Sep 17, 2026
Julien Wetterwald Chief Technology Officer	251K	$2.9M	30%	12%	Dec 11, 2025 to Sep 17, 2026
Alan Imberman CFO and Treasurer	203K	$2.5M	32%	10%	Dec 11, 2025 to Sep 17, 2026
Lauren Lin CLO, CCO and Secretary	61K	$734K	12%	3%	Dec 11, 2025 to Sep 17, 2026
Kenneth Goldman Director	53K	$708K	14%	3%	Dec 11, 2025 to Sep 10, 2026
Jaleh Bisharat Director	27K	$301K	53%	1%	Dec 11, 2025 to Jul 7, 2026
Michelle Wilson Director	1.3K	$13K	100%	0.1%	Jun 15, 2026 to Sep 15, 2026

Sales by month

Month	Sale proceeds	Disclosed plan	To cover taxes	No plan disclosed
Oct 2025	$0	$0	$0	$0
Nov 2025	$0	$0	$0	$0
Dec 2025	$17.3M	$0	$0	$17.3M
Jan 2026	$0	$0	$0	$0
Feb 2026	$0	$0	$0	$0
Mar 2026	$0	$0	$0	$0
Apr 2026	$0	$0	$0	$0
May 2026	$0	$0	$0	$0
Jun 2026	$1.0M	$1.0M	$0	$0
Jul 2026	$303K	$303K	$0	$0
Aug 2026	$140K	$140K	$0	$0
Sep 2026	$5.1M	$2.5M	$2.6M	$0
Oct 2026	$0	$0	$0	$0

Board members representing outside shareholders (1)Listed and sourced; not part of the management totals or the answer line

Directors whose reported holdings sit mostly in an investment fund or a corporate shareholder they represent, not in their own name, with beneficial ownership disclaimed except for their own financial interest. Listed and sourced here; not part of the management totals or the answer line. Shares a fund hands to its own investors are distributions, not sales.

Board member	Held Oct 16, 2025	Sold	Held Oct 16, 2026	Still held
Michelangelo Volpi ! Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Michelangelo Volpi are complete. Director	n/a	0	n/a	n/a
Vesting, gifts, unvested awards and holding lines for Michelangelo Volpi Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Michelangelo Volpi are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts)

Known gaps and uncertainty11 officers and directors not confirmed

Holdings and share of stake are being verified. Balances, unit counts and every share-of-stake figure for Wealthfront Corp are held back until that check is finished. Sales, proceeds, plan and tax status, titles and dates come straight from individual filings and are complete.

External context: we only cite outside events when a documented connection exists. None is shown for this period.

Sources and methodology91 filings on record, 91 filed in the 12-month period, and how we read them

All 91 Forms 3, 4 and 5 on record for Wealthfront Corp (SEC CIK 1524566), filed from Dec 11, 2025 to Sep 18, 2026; 91 of them were filed in the 12 months this page covers, retrieved from SEC EDGAR on Oct 16, 2026. Prices are the ones reported in each filing, often weighted averages.

Holdings. Each holding line (a share class plus an owner, such as a trust or LLC) carries its last reported balance forward. Entities first reported during the period start at zero, so transfers between an insider's own trusts don't count as selling. Lines not reported for three years or more are listed separately and left out of totals.

Sales. A sale counts as under a 10b5-1 plan if its footnote cites one or the filing's Rule 10b5-1 box is checked, and as tax-related if its footnote cites tax obligations or sell-to-cover. Shares withheld by the company for taxes are listed separately. Sales with neither attribute are labeled "no plan disclosed".

Full methodology

Spotted something wrong on this page? Report an error. We check every report against the SEC filing and list what we fix in the corrections log.

Wealthfront Corp insiders sold $23.9M in the past 12 months. How much of their stake is that?

What stands out

Who sold, and how much of their stake

Selling by month

Recent activity

Outside holders, reported separately

Common questions

Is the Wealthfront Corp CEO selling stock?

Why are Wealthfront Corp insiders selling?

Are any Wealthfront Corp insiders buying?

The evidence

No plan disclosed · $17.3M

Taxes

Sales by month