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 · 3 exercises
InsiderFORTUNATO DAVIDCIK 2082564
IssuerWEALTHFRONT CORPCIK 1524566
DirectorOfficer· CEO and President
Since Mar 2026
-109.27K
Net shares
Net seller
$1.55M
Total sold
0
Open market trades
0B · 0S
7
Total transactions
215.17K acquired · 324.44K disposed
Non-Derivative Transactions4

Common Stock

Direct
M · Option Exercise

Shares

+76.46K

Price / share

Trade value

% of position

5.2%
12/15/2025
1.48M1.56M

Common Stock

Direct
M · Option Exercise

Shares

+79.18K

Price / share

Trade value

% of position

5.1%
12/15/2025
1.56M1.64M

Common Stock

Direct
M · Option Exercise

Shares

+59.53K

Price / share

Trade value

% of position

3.6%
12/15/2025
1.64M1.70M

Common Stock

Direct
F · Tax Withholding

Shares

109.27K

Price / share

$14.19

Trade value

$1.55M

% of position

6.4%
12/15/2025
1.70M1.59M
Total

Net shares

+105.91K

Net value

-$1.55M

Derivative Transactions3

Restricted Stock Units

Direct
M · Option Exercise
Converts to

Common Stock

76.46K shares

Shares

76.46K

Strike price

Held after

382.31K

Exercisable

12/15/2025

Restricted Stock Units

Direct
M · Option Exercise
Converts to

Common Stock

79.18K shares

Shares

79.18K

Strike price

Held after

712.63K

Exercisable

12/15/2025

Restricted Stock Units

Direct
M · Option Exercise
Converts to

Common Stock

59.53K shares

Shares

59.53K

Strike price

Held after

773.91K

Exercisable

12/15/2025
Non-Derivative Holdings (Post-Transaction)1

Common Stock

Indirect
Shares owned153.50K
Total
153.50K indirect153.50K
Derivative Holdings (Post-Transaction)0
No derivative holdings reported
FORTUNATO DAVID — Insider Transaction (Form 4) Filed Dec 17, 2025 | Finecho