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Transaction #20344 · Form 4 · 0000902664-25-005306

WEALTHFRONT CORP · Conversion · Common Stock

WEALTHFRONT CORP · Transacted December 15, 2025 · Filed December 16, 2025

Original SEC filing ↗

What does this filing report?

An SEC Form 4 filing for WEALTHFRONT CORP records a conversion involving Common Stock on December 15, 2025. The reported quantity was 3,829,242. The filing date is December 16, 2025. This is one transaction record; amounts are not allocated among any joint reporting owners.

The acquisition category describes how securities were received. It does not by itself establish a cash purchase of common stock. Read the transaction code definitionsand the original filing before interpreting the amounts.

Transaction details

Company CIK
0001524566
Security type
Non-derivative
Acquisition type
Conversion · Code C
Quantity acquired
3,829,242
Reported price
Not reported · See footnotes
Reference value
Not reported
Currency
Currency not specified
Ownership
Indirect
Holdings after transaction
22,161,789
Ownership description
See footnotes
SEC acceptance time
Dec 16, 2025, 4:05 PM EST
10b5-1 indication
Not indicated

Reference value is reported quantity × reported price. It is not a confirmed cash payment or an estimate of a derivative's economic value. A missing currency is not assumed to be USD.

Reporting owners

These are the reporting owners named in the filing. Quantities and amounts are not allocated among co-reporters. Roles reflect this filing, not a current profile.

Company listings

WLTH · Nasdaq · linked security

The linked listing is identified separately from other current company listings.

Filing footnotes & remarks

F1
The Series G Preferred Stock was convertible at any time, at the holder's election into an equivalent number of shares of Common Stock, and did not have an expiration date. The shares of Series G Preferred Stock automatically converted into an equivalent number of shares of the Issuer's Common Stock upon the closing of the Issuer's initial public offering.
F2
The securities of the Issuer are held by Tiger Global Private Investment Partners X, L.P. ("Tiger Global PIP X") and/or its related persons. Tiger Global PIP Performance X, L.P. ("Tiger Global PIP X GP") is the general partner of Tiger Global PIP X. Tiger Global PIP Management X, Ltd. is the general partner of Tiger Global PIP X GP. Tiger Global Management, LLC ("Tiger Global Management") serves as investment manager for Tiger Global PIP X. Tiger Global Management is controlled by Charles P. Coleman III.
F3
Each of the Reporting Persons disclaim beneficial ownership of the reported securities except to the extent of his or its pecuniary interest therein, if any, and affirmatively disclaim being a "group" for purposes of Section 16 of the Exchange Act, as amended.
F4
The Series G-1 Preferred Stock was convertible at any time, at the holder's election into an equivalent number of shares of Common Stock, and did not have an expiration date. The shares of Series G-1 Preferred Stock automatically converted into an equivalent number of shares of the Issuer's Common Stock upon the closing of the Issuer's initial public offering.
F5
Represents shares sold as a selling stockholder in the Issuer's initial public offering.

Footnotes are reproduced as plain text from the current source filing. For the full context, read the original SEC filing.

This record was updated Eastern Time. This is the stored record update time, not the transaction date. Report a correction.