Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| WEALTHFRONT CORP | 1,796,467 | reported | 20 Mar 2026 | tx 68+5,052,130−10,122,607 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 Mar 2026 | EXERCISE | WEALTHFRONT CORP | 40,816 | 2.45 USD | |
| 20 Mar 2026 | EXERCISE | WEALTHFRONT CORP | 40,816 | 0.00 USD | deriv |
| 15 Mar 2026 | EXERCISE | WEALTHFRONT CORP | 9,698 | 0.00 USD | |
| 15 Mar 2026 | EXERCISE | WEALTHFRONT CORP | 76,463 | 0.00 USD | |
| 15 Mar 2026 | EXERCISE | WEALTHFRONT CORP | 79,182 | 0.00 USD | |
| 16 Mar 2026 | TAX_WITHHOLDING | WEALTHFRONT CORP | 121,322 | 7.86 USD | |
| 15 Mar 2026 | EXERCISE | WEALTHFRONT CORP | 59,532 | 0.00 USD | |
| 15 Mar 2026 | EXERCISE | WEALTHFRONT CORP | 9,698 | 0.00 USD | deriv |
| 15 Mar 2026 | EXERCISE | WEALTHFRONT CORP | 76,463 | 0.00 USD | deriv |
| 15 Mar 2026 | EXERCISE | WEALTHFRONT CORP | 79,182 | 0.00 USD | deriv |
| 15 Mar 2026 | EXERCISE | WEALTHFRONT CORP | 59,532 | 0.00 USD | deriv |
| 19 Dec 2025 | EXERCISE | WEALTHFRONT CORP | 55,865 | 1.79 USD | |
| 19 Dec 2025 | EXERCISE | WEALTHFRONT CORP | 71,942 | 1.39 USD | |
| 19 Dec 2025 | EXERCISE | WEALTHFRONT CORP | 53,475 | 1.87 USD | |
| 19 Dec 2025 | EXERCISE | WEALTHFRONT CORP | 53,475 | 0.00 USD | deriv |
| 19 Dec 2025 | EXERCISE | WEALTHFRONT CORP | 55,865 | 0.00 USD | deriv |
| 19 Dec 2025 | EXERCISE | WEALTHFRONT CORP | 71,942 | 0.00 USD | deriv |
| 15 Dec 2025 | TAX_WITHHOLDING | WEALTHFRONT CORP | 109,267 | 14.19 USD | |
| 15 Dec 2025 | EXERCISE | WEALTHFRONT CORP | 76,462 | 0.00 USD | |
| 15 Dec 2025 | EXERCISE | WEALTHFRONT CORP | 59,531 | 0.00 USD | |
| 15 Dec 2025 | EXERCISE | WEALTHFRONT CORP | 79,181 | 0.00 USD | |
| 15 Dec 2025 | EXERCISE | WEALTHFRONT CORP | 76,462 | 0.00 USD | deriv |
| 15 Dec 2025 | EXERCISE | WEALTHFRONT CORP | 79,181 | 0.00 USD | deriv |
| 15 Dec 2025 | EXERCISE | WEALTHFRONT CORP | 59,531 | 0.00 USD | deriv |
| 11 Dec 2025 | EXERCISE | WEALTHFRONT CORP | 242,000 | 1.67 USD |