FORTUNATO DAVID

PrivateCIK: 2082564
Location

PALO ALTO, CA

FORTUNATO DAVID (CEO and President) exercised options at WEALTHFRONT CORP

Option exercise — a mechanical event triggered by vesting or expiry. Not a discretionary conviction trade.

M · 5 exercises
InsiderFORTUNATO DAVIDCIK 2082564
→
IssuerWEALTHFRONT CORPCIK 1524566
DirectorOfficer· CEO and President
Since Mar 2026
-435.44K
Net shares
Net seller
$4.52M
Total sold
0
Open market trades
0B · 0S
11
Total transactions
705.25K acquired · 1.14M disposed
Non-Derivative Transactions6

Common Stock

Indirect
M · Option Exercise

Shares

+40K

Price / share

$1.50

Trade value

$60K

% of position

64.5%
9/11/2026
62K→102K

Common Stock

Indirect
M · Option Exercise

Shares

+9K

Price / share

$1.50

Trade value

$13.50K

% of position

8.8%
9/11/2026
102K→110.99K

Common Stock

Indirect
M · Option Exercise

Shares

+400K

Price / share

$1.79

Trade value

$716K

% of position

360.4%
9/11/2026
110.99K→510.99K

Common Stock

Indirect
M · Option Exercise

Shares

+150K

Price / share

$1.87

Trade value

$280.50K

% of position

29.4%
9/11/2026
510.99K→660.99K

Common Stock

Indirect
M · Option Exercise

Shares

+106.25K

Price / share

$1.39

Trade value

$147.69K

% of position

16.1%
9/11/2026
660.99K→767.24K

Common Stock

Indirect
F · Tax Withholding

Shares

−435.44K

Price / share

$10.38

Trade value

$4.52M

% of position

56.8%
9/11/2026
767.24K→331.81K
Total

Net shares

+269.81K

Net value

-$3.30M

Derivative Transactions5

Stock Option (Right to Buy)

Indirect
M · Option Exercise
Converts to

Common Stock

40K shares

Shares

−40K

Strike price

1.50

Held after

0.00

Exercisable

—

9/11/2026

Stock Option (Right to Buy)

Indirect
M · Option Exercise
Converts to

Common Stock

9K shares

Shares

−9K

Strike price

1.50

Held after

0.00

Exercisable

—

9/11/2026

Stock Option (Right to Buy)

Indirect
M · Option Exercise
Converts to

Common Stock

400K shares

Shares

−400K

Strike price

1.79

Held after

0.00

Exercisable

—

9/11/2026

Stock Option (Right to Buy)

Indirect
M · Option Exercise
Converts to

Common Stock

150K shares

Shares

−150K

Strike price

1.87

Held after

0.00

Exercisable

—

9/11/2026

Stock Option (Right to Buy)

Indirect
M · Option Exercise
Converts to

Common Stock

106.25K shares

Shares

−106.25K

Strike price

1.39

Held after

0.00

Exercisable

—

9/11/2026
Non-Derivative Holdings (Post-Transaction)1

Common Stock

Direct
Shares owned1.90M
Total
1.90M direct1.90M
Derivative Holdings (Post-Transaction)0
No derivative holdings reported
FORTUNATO DAVID — Insider Transaction (Form 4) Filed Sep 15, 2026 | Finecho