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Person · CIK 2082674

Lauren Lin

CLO at Wealthfront

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

Sold on Form 4$734K
Noticed on Form 144$333K
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 Holdings can be out of date when a person stops filing.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 StockDirectly171,816Sep 17, 2026 · Filing · EDGAR
Wealthfront WLTHRestricted Stock Units
into Common Stock
Directly154,163Sep 15, 2026 · Filing · EDGAR
Wealthfront WLTHRestricted Stock Units
into Common Stock
Directly37,500Sep 15, 2026 · Filing · EDGAR
Wealthfront WLTHRestricted Stock Units
into Common Stock
Directly37,500Sep 15, 2026 · Filing · EDGAR
Wealthfront WLTHRestricted Stock Units
into Common Stock
Directly12,500Sep 15, 2026 · Filing · EDGAR

Sold and noticed by quarter

Lauren Lin: dollars sold on Form 4 and noticed on Form 144 per quarter, Q1 2025 to Q4 2026$423K$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: $423K sold on Form 4Q1 2026: $0 noticed on Form 144Q1 2026: $0 sold on Form 4Q2 2026: $41K noticed on Form 144Q2 2026: $41K sold on Form 4Q3 2026: $292K noticed on Form 144Q3 2026: $270K 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$270K$292K
Q2 2026$41K$41K
Q4 2025$423K—

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 Mar 13, 2026 · 2 notices
Sep 17, 20264,574 · ~$47KSep 17, 2026Sold as noticed Sold 4,574 at $10.10 on Sep 17 · $46K Form 4Filing · EDGAR
Jun 17, 20264,840 · ~$41KJun 17, 2026Sold as noticed Sold 4,840 at $8.45 on Jun 17 · $41K Form 4Filing · EDGAR
Wealthfront WLTH · Morgan Stanley Smith Barney · No 10b5-1 plan stated · 1 notice
Sep 15, 202623,064 · ~$246KSep 15, 2026Partly sold Sold 21,112 in 2 sales, Sep 15 to Sep 16 · $224K 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 30,229 at $14.00 on Dec 11, 2025 · $423KFiling · 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 CLO, CCO and Secretary · filings 2025 to 2026 · sold $734K · $333K noticed on Form 144

DateTransactionSharesPriceValueHeld afterSource
Sep 17, 2026Sale under a 10b5-1 plan−4,574$10.10$46K171,816 directFiling · EDGAR
Sep 16, 2026Open-market or private sale−4,995$10.19$51K176,390 directFiling · EDGAR
Sep 15, 2026Option or RSU exercised or converted+12,500170,592 directFiling · EDGAR
Sep 15, 2026Option or RSU exercised or converted+9,375179,967 directFiling · EDGAR
Sep 15, 2026Option or RSU exercised or converted+4,688184,655 directFiling · EDGAR
Sep 15, 2026Option or RSU exercised or converted+12,847197,502 directFiling · EDGAR
Sep 15, 2026Open-market or private sale−16,117$10.73$173K181,385 directFiling · EDGAR
Sep 15, 2026Option or RSU exercised or converted
Restricted Stock Units
−12,50012,500 directFiling · EDGAR
Sep 15, 2026Option or RSU exercised or converted
Restricted Stock Units
−9,37537,500 directFiling · EDGAR
Sep 15, 2026Option or RSU exercised or converted
Restricted Stock Units
−4,68837,500 directFiling · EDGAR
Sep 15, 2026Option or RSU exercised or converted
Restricted Stock Units
−12,847154,163 directFiling · EDGAR
Aug 22, 2026Grant or award from the company
Restricted Stock Units
+207,000207,000 directFiling · EDGAR
Jun 17, 2026Sale under a 10b5-1 plan−4,840$8.45$41K158,092 directFiling · EDGAR
Jun 15, 2026Option or RSU exercised or converted+12,500156,075 directFiling · EDGAR
Jun 15, 2026Option or RSU exercised or converted+9,375165,450 directFiling · EDGAR
Jun 15, 2026Option or RSU exercised or converted+4,687170,137 directFiling · EDGAR
Jun 15, 2026Option or RSU exercised or converted+12,847182,984 directFiling · EDGAR
Jun 15, 2026Shares withheld for tax or exercise price−20,052$8.80$176K162,932 directFiling · EDGAR
Jun 15, 2026Option or RSU exercised or converted
Restricted Stock Units
−12,50025,000 directFiling · EDGAR
Jun 15, 2026Option or RSU exercised or converted
Restricted Stock Units
−9,37546,875 directFiling · EDGAR
Jun 15, 2026Option or RSU exercised or converted
Restricted Stock Units
−4,68742,188 directFiling · EDGAR
Jun 15, 2026Option or RSU exercised or converted
Restricted Stock Units
−12,847167,010 directFiling · EDGAR
Mar 16, 2026Shares withheld for tax or exercise price−14,707$7.86$116K141,190 directFiling · EDGAR
Mar 15, 2026Option or RSU exercised or converted+1,216116,487 directFiling · EDGAR
Mar 15, 2026Option or RSU exercised or converted+12,500128,987 directFiling · EDGAR
Mar 15, 2026Option or RSU exercised or converted+9,375138,362 directFiling · EDGAR
Mar 15, 2026Option or RSU exercised or converted+4,688143,050 directFiling · EDGAR
Mar 15, 2026Option or RSU exercised or converted+12,847155,897 directFiling · EDGAR
Mar 15, 2026Option or RSU exercised or converted
Restricted Stock Units
−1,2160 directFiling · EDGAR
Mar 15, 2026Option or RSU exercised or converted
Restricted Stock Units
−12,50037,500 directFiling · EDGAR
Mar 15, 2026Option or RSU exercised or converted
Restricted Stock Units
−9,37556,250 directFiling · EDGAR
Mar 15, 2026Option or RSU exercised or converted
Restricted Stock Units
−4,68846,875 directFiling · EDGAR
Mar 15, 2026Option or RSU exercised or converted
Restricted Stock Units
−12,847179,857 directFiling · EDGAR
Dec 15, 2025Option or RSU exercised or converted+1,21596,494 directFiling · EDGAR
Dec 15, 2025Option or RSU exercised or converted+12,500108,994 directFiling · EDGAR
Dec 15, 2025Option or RSU exercised or converted+9,375118,369 directFiling · EDGAR
Dec 15, 2025Option or RSU exercised or converted+4,687123,056 directFiling · EDGAR
Dec 15, 2025Option or RSU exercised or converted+12,846135,902 directFiling · EDGAR
Dec 15, 2025Shares withheld for tax or exercise price−20,631$14.19$293K115,271 directFiling · EDGAR
Dec 15, 2025Option or RSU exercised or converted
Restricted Stock Units
−1,2151,216 directFiling · EDGAR
Dec 15, 2025Option or RSU exercised or converted
Restricted Stock Units
−12,50050,000 directFiling · EDGAR
Dec 15, 2025Option or RSU exercised or converted
Restricted Stock Units
−9,37565,625 directFiling · EDGAR
Dec 15, 2025Option or RSU exercised or converted
Restricted Stock Units
−4,68751,563 directFiling · EDGAR
Dec 15, 2025Option or RSU exercised or converted
Restricted Stock Units
−12,846192,704 directFiling · EDGAR
Dec 11, 2025Option or RSU exercised or converted+5,2375,237 directFiling · EDGAR
Dec 11, 2025Option or RSU exercised or converted+17,01422,251 directFiling · EDGAR
Dec 11, 2025Option or RSU exercised or converted+1,50023,751 directFiling · EDGAR
Dec 11, 2025Option or RSU exercised or converted+137,500161,251 directFiling · EDGAR
Dec 11, 2025Option or RSU exercised or converted+75,000236,251 directFiling · EDGAR
Dec 11, 2025Option or RSU exercised or converted+18,750255,001 directFiling · EDGAR
Dec 11, 2025Shares withheld for tax or exercise price−129,493$14.00$1.8M125,508 directFiling · EDGAR
Dec 11, 2025Open-market or private sale−30,229$14.00$423K95,279 directFiling · EDGAR
Dec 11, 2025Option or RSU exercised or converted
Restricted Stock Units
−5,2370 directFiling · EDGAR
Dec 11, 2025Option or RSU exercised or converted
Restricted Stock Units
−17,0142,431 directFiling · EDGAR
Dec 11, 2025Option or RSU exercised or converted
Restricted Stock Units
−1,5000 directFiling · EDGAR
Dec 11, 2025Option or RSU exercised or converted
Restricted Stock Units
−137,50062,500 directFiling · EDGAR
Dec 11, 2025Option or RSU exercised or converted
Restricted Stock Units
−75,00075,000 directFiling · EDGAR
Dec 11, 2025Option or RSU exercised or converted
Restricted Stock Units
−18,75056,250 directFiling · EDGAR
Sep 26, 2025Grant or award from the company
Restricted Stock Units
+205,550205,550 directFiling · EDGAR
All 12 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 15, 2026Form 144Wealthfront WLTHFiling · EDGAR
Aug 26, 2026Form 4Wealthfront WLTHFiling · EDGAR
Jun 22, 2026Form 4Wealthfront WLTHFiling · EDGAR
Jun 17, 2026Form 4Wealthfront WLTHFiling · EDGAR
Jun 17, 2026Form 144Wealthfront WLTHFiling · EDGAR
Mar 17, 2026Form 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.