Transaction #21654 · Form 4 · 0001231919-25-000630

WEALTHFRONT CORP · Conversion · Common Stock

WEALTHFRONT CORP · Transacted December 15, 2025 · Filed December 17, 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 1,598,899. The filing date is December 17, 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
1,598,899
Reported price
Not reported · See footnotes
Reference value
Not reported
Currency
Currency not specified
Ownership
Indirect
Holdings after transaction
1,598,899
Ownership description
By DAG Ventures IV-A, LLC
SEC acceptance time
Dec 17, 2025, 6:33 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
Each share of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration on a 1-for-1 basis and had no expiration date.
F2
Securities are directly held by DAG Ventures IV, L.P. ("DAG IV"). DAG Ventures Management IV, LLC ("DAG IV LLC") is the general partner of DAG IV. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein.
F3
Securities are directly held by DAG Ventures IV-QP, L.P. ("DAG IV-QP"). DAG IV LLC is the general partner of DAG IV-QP. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV-QP. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein.
F4
Securities are directly held by DAG Ventures IV-A, LLC ("DAG IV-A"). DAG IV LLC is the manager of DAG IV-A. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV-A. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein.

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.