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Person · CIK 2082564

David Fortunato

CEO and President at Wealthfront

Source: Forms 3, 4, 5 and 144 on SEC EDGAR

Sold on Form 4$13M
Noticed on Form 144$2.4M
Bought on Form 4$0
Companies1

Holdings now

As reported after the latest Form 3, 4 or 5 at each company.

How these figures work

Options and RSUs are from the latest filing that lists them; earlier grants may also be held. Holdings can be out of date when a person stops filing.

CompanySecurityHeldShares or unitsAs of
Wealthfront WLTHCommon StockDirectly1,938,525Sep 17, 2026 · Filing · EDGAR
Wealthfront WLTHCommon StockBy Spouse281,807Sep 17, 2026 · Filing · EDGAR
Wealthfront WLTHRestricted Stock Units
into Common Stock
Directly595,313Sep 15, 2026 · Filing · EDGAR
Wealthfront WLTHRestricted Stock Units
into Common Stock
Directly475,088Sep 15, 2026 · Filing · EDGAR
Wealthfront WLTHRestricted Stock Units
into Common Stock
Directly152,925Sep 15, 2026 · Filing · EDGAR

Sold and noticed by quarter

David Fortunato: dollars sold on Form 4 and noticed on Form 144 per quarter, Q1 2025 to Q4 2026$10.7M$0Q1 2025: $0 noticed on Form 144Q1 2025: $0 sold on Form 4Q2 2025: $0 noticed on Form 144Q2 2025: $0 sold on Form 4Q3 2025: $0 noticed on Form 144Q3 2025: $0 sold on Form 4Q4 2025: $0 noticed on Form 144Q4 2025: $10.7M sold on Form 4Q1 2026: $0 noticed on Form 144Q1 2026: $0 sold on Form 4Q2 2026: $0 noticed on Form 144Q2 2026: $0 sold on Form 4Q3 2026: $2.4M noticed on Form 144Q3 2026: $2.3M sold on Form 4Q4 2026: $0 noticed on Form 144Q4 2026: $0 sold on Form 4Q1 2025Q3 2025Q1 2026Q3 2026

Sold (Form 4) Noticed (Form 144) Bought (Form 4)

Quarterly totals as a table
QuarterSold (Form 4)Noticed (Form 144)
Q3 2026$2.3M$2.4M
Q4 2025$10.7M—

Planned sales (Form 144) and the sales that followed

Each Form 144 notice of a planned sale, grouped by broker and 10b5-1 plan, with the Form 4 sales we matched to it.

How we match

A Form 144 is a notice of a planned sale by an affiliate. SEC Tracker matches each notice to Form 4 sales by the same person at the same company within 90 days of the notice, up to the shares noticed. The match is our inference, not something either filing states.

Notice dateNoticedPlanned saleOutcomeLinks
Wealthfront WLTH · Morgan Stanley Smith Barney · 10b5-1 plan adopted Jun 18, 2026 · 2 notices
Sep 17, 202650,000 · ~$509KSep 17, 2026Sold as noticed Sold 50,000 at $10.14 on Sep 17 · $507K Form 4Filing · EDGAR
Sep 17, 202650,000 · ~$509KSep 17, 2026Sold as noticed Sold 50,000 at $10.14 on Sep 17 · $507K Form 4Filing · EDGAR
Wealthfront WLTH · Morgan Stanley Smith Barney · No 10b5-1 plan stated · 1 notice
Sep 15, 2026133,505 · ~$1.4MSep 15, 2026Partly sold Sold 122,203 in 2 sales, Sep 15 to Sep 16 · $1.3M likely match Form 4Filing · EDGAR
Sales without a matching Form 144 · 1 sale
No matching Form 144 found. Not every sale needs one: small sales and sales by people who are not affiliates are exempt.
———Sold without notice Wealthfront (WLTH): Sold 765,154 at $14.00 on Dec 11, 2025 · $10.7MFiling · EDGAR

Every transaction, by company

Each Form 3, 4 and 5 transaction in plain words, newest first.

How these figures work

Values are shares times the price each filing states; grants, exercises and gifts usually state no price. Held after is what the filing reports was held once the transaction was done, directly or through the named holder.

Wealthfront WLTH CEO and President · filings 2025 to 2026 · sold $13M · $2.4M noticed on Form 144

DateTransactionSharesPriceValueHeld afterSource
Sep 17, 2026Sale under a 10b5-1 plan−50,000$10.14$507K1,938,525 directFiling · EDGAR
Sep 17, 2026Sale under a 10b5-1 plan−50,000$10.14$507K281,807
By Spouse
Filing · EDGAR
Sep 16, 2026Open-market or private sale−28,914$10.19$295K1,988,525 directFiling · EDGAR
Sep 15, 2026Option or RSU exercised or converted+76,4631,972,016 directFiling · EDGAR
Sep 15, 2026Option or RSU exercised or converted+79,1812,051,197 directFiling · EDGAR
Sep 15, 2026Option or RSU exercised or converted+59,5312,110,728 directFiling · EDGAR
Sep 15, 2026Open-market or private sale−93,289$10.73$1M2,017,439 directFiling · EDGAR
Sep 15, 2026Option or RSU exercised or converted
Restricted Stock Units
−76,463152,925 directFiling · EDGAR
Sep 15, 2026Option or RSU exercised or converted
Restricted Stock Units
−79,181475,088 directFiling · EDGAR
Sep 15, 2026Option or RSU exercised or converted
Restricted Stock Units
−59,531595,313 directFiling · EDGAR
Sep 11, 2026Option or RSU exercised or converted+40,000$1.50$60K101,996
By Spouse
Filing · EDGAR
Sep 11, 2026Option or RSU exercised or converted+8,998$1.50$13K110,994
By Spouse
Filing · EDGAR
Sep 11, 2026Option or RSU exercised or converted+400,000$1.79$716K510,994
By Spouse
Filing · EDGAR
Sep 11, 2026Option or RSU exercised or converted+150,000$1.87$281K660,994
By Spouse
Filing · EDGAR
Sep 11, 2026Option or RSU exercised or converted+106,250$1.39$148K767,244
By Spouse
Filing · EDGAR
Sep 11, 2026Shares withheld for tax or exercise price−435,437$10.38$4.5M331,807
By Spouse
Filing · EDGAR
Sep 11, 2026Option or RSU exercised or converted
Stock Option (Right to Buy)
−40,0000
By Spouse
Filing · EDGAR
Sep 11, 2026Option or RSU exercised or converted
Stock Option (Right to Buy)
−8,9980
By Spouse
Filing · EDGAR
Sep 11, 2026Option or RSU exercised or converted
Stock Option (Right to Buy)
−400,0000
By Spouse
Filing · EDGAR
Sep 11, 2026Option or RSU exercised or converted
Stock Option (Right to Buy)
−150,0000
By Spouse
Filing · EDGAR
Sep 11, 2026Option or RSU exercised or converted
Stock Option (Right to Buy)
−106,2500
By Spouse
Filing · EDGAR
Jun 15, 2026Option or RSU exercised or converted+76,4621,872,929 directFiling · EDGAR
Jun 15, 2026Option or RSU exercised or converted+79,1811,952,110 directFiling · EDGAR
Jun 15, 2026Option or RSU exercised or converted+59,5312,011,641 directFiling · EDGAR
Jun 15, 2026Shares withheld for tax or exercise price−116,088$8.80$1M1,895,553 directFiling · EDGAR
Jun 15, 2026Option or RSU exercised or converted
Restricted Stock Units
−76,462229,388 directFiling · EDGAR
Jun 15, 2026Option or RSU exercised or converted
Restricted Stock Units
−79,181554,269 directFiling · EDGAR
Jun 15, 2026Option or RSU exercised or converted
Restricted Stock Units
−59,531654,844 directFiling · EDGAR
Mar 20, 2026Option or RSU exercised or converted+40,816$2.45$100K1,796,467 directFiling · EDGAR
Mar 20, 2026Option or RSU exercised or converted
Stock Option (Right to Buy)
−40,8160 directFiling · EDGAR
Mar 16, 2026Shares withheld for tax or exercise price−121,322$7.86$954K1,755,651 directFiling · EDGAR
Mar 15, 2026Option or RSU exercised or converted+9,6981,661,796 directFiling · EDGAR
Mar 15, 2026Option or RSU exercised or converted+76,4631,738,259 directFiling · EDGAR
Mar 15, 2026Option or RSU exercised or converted+79,1821,817,441 directFiling · EDGAR
Mar 15, 2026Option or RSU exercised or converted+59,5321,876,973 directFiling · EDGAR
Mar 15, 2026Option or RSU exercised or converted
Restricted Stock Units
−9,6980 directFiling · EDGAR
Mar 15, 2026Option or RSU exercised or converted
Restricted Stock Units
−76,463305,850 directFiling · EDGAR
Mar 15, 2026Option or RSU exercised or converted
Restricted Stock Units
−79,182633,450 directFiling · EDGAR
Mar 15, 2026Option or RSU exercised or converted
Restricted Stock Units
−59,532714,375 directFiling · EDGAR
Dec 19, 2025Option or RSU exercised or converted+71,942$1.39$100K1,658,900 directFiling · EDGAR
Dec 19, 2025Option or RSU exercised or converted+53,475$1.87$100K1,712,375 directFiling · EDGAR
Dec 19, 2025Option or RSU exercised or converted+55,865$1.79$100K1,768,240 directFiling · EDGAR
Dec 19, 2025Option or RSU exercised or converted
Stock Option (Right to Buy)
−71,9422,828,058 directFiling · EDGAR
Dec 19, 2025Option or RSU exercised or converted
Stock Option (Right to Buy)
−53,4751,333,555 directFiling · EDGAR
Dec 19, 2025Option or RSU exercised or converted
Stock Option (Right to Buy)
−55,865576,135 directFiling · EDGAR
Dec 15, 2025Shares withheld for tax or exercise price−115,872$14.19$1.6M1,470,816 directFiling · EDGAR
Dec 15, 2025Option or RSU exercised or converted+76,4621,557,513 directFiling · EDGAR
Dec 15, 2025Option or RSU exercised or converted+79,1811,636,694 directFiling · EDGAR
Dec 15, 2025Option or RSU exercised or converted+59,5311,696,225 directFiling · EDGAR
Dec 15, 2025Option or RSU exercised or converted
Restricted Stock Units
−76,462382,313 directFiling · EDGAR
Dec 15, 2025Option or RSU exercised or converted
Restricted Stock Units
−79,181712,632 directFiling · EDGAR
Dec 15, 2025Option or RSU exercised or converted
Restricted Stock Units
−59,531773,907 directFiling · EDGAR
Dec 11, 2025Shares withheld for tax or exercise price−1,620,382$14.00$22.7M1,529,042 directFiling · EDGAR
Dec 11, 2025Option or RSU exercised or converted+179,184$2.45$439K1,708,226 directFiling · EDGAR
Dec 11, 2025Option or RSU exercised or converted+186,442$1.50$280K2,136,668 directFiling · EDGAR
Dec 11, 2025Open-market or private sale−765,154$14.00$10.7M1,371,514 directFiling · EDGAR
Dec 11, 2025Option or RSU exercised or converted
Stock Option (Right to Buy)
−179,18440,816 directFiling · EDGAR
Dec 11, 2025Option or RSU exercised or converted
Stock Option (Right to Buy)
−186,4420 directFiling · EDGAR
Dec 11, 2025Shares withheld for tax or exercise price−91,507$14.00$1.3M61,996
By Spouse
Filing · EDGAR
Dec 11, 2025Option or RSU exercised or converted
Restricted Stock Units
−95,8800 directFiling · EDGAR

11 earlier transactions are in the filing list below.

All 16 Forms 3, 4, 5 and 144
FiledFormCompanyLinks
Sep 18, 2026Form 4Wealthfront WLTHFiling · EDGAR
Sep 17, 2026Form 4Wealthfront WLTHFiling · EDGAR
Sep 17, 2026Form 144Wealthfront WLTHFiling · EDGAR
Sep 17, 2026Form 144Wealthfront WLTHFiling · EDGAR
Sep 15, 2026Form 144Wealthfront WLTHFiling · EDGAR
Sep 15, 2026Form 4Wealthfront WLTHFiling · EDGAR
Jun 17, 2026Form 4Wealthfront WLTHFiling · EDGAR
Mar 24, 2026Form 4Wealthfront WLTHFiling · EDGAR
Mar 17, 2026Form 4Wealthfront WLTHFiling · EDGAR
Mar 17, 2026Form 4/AWealthfront WLTHFiling · EDGAR
Mar 17, 2026Form 4/AWealthfront WLTHFiling · EDGAR
Dec 29, 2025Form 4/AWealthfront WLTHFiling · EDGAR
Dec 23, 2025Form 4Wealthfront WLTHFiling · EDGAR
Dec 17, 2025Form 4Wealthfront WLTHFiling · EDGAR
Dec 15, 2025Form 4Wealthfront WLTHFiling · EDGAR
Dec 11, 2025Form 3Wealthfront WLTHFiling · EDGAR

Every figure is as filed with the SEC on Forms 3, 4, 5 and 144. Holdings are the amounts reported after each person's latest filing at each company and can be out of date. Matching a Form 144 notice to Form 4 sales is SEC Tracker's inference from owner, company, dates and share counts, not something the filings state. Not investment advice. Not affiliated with the U.S. SEC.

Data on this page was fetched . The filing on SEC.gov is the record.