Wealthfront Corporation
A pioneer of the "robo-advisor" industry, Wealthfront runs an automated investing platform that builds and manages diversified portfolios of low-cost ETFs for everyday savers, alongside high-yield cash accounts and digital financial-planning tools. It was co-founded in 2008 by Andy Rachleff and Dan Carroll, originally under the playful name kaChing, which the founders dropped in 2011 because it sounded like "fast money" — rebranding to Wealthfront as they pivoted from a social investing game to a fully automated wealth-management service.
Sold 7.00M
Granted 29.8K
Granted 1.03M · Sold 765.2K
Granted 1.13M · Sold 159.8K
Granted 646.6K
Granted 672.2K · Sold 100.0K
Granted 876.3K · Sold 242.0K
Granted 375.7K · Sold 35.1K
Granted 97.7K · Sold 43.4K
Granted 27.0K · Sold 10.0K
Granted 8.5K · Sold 638
Granted 4.3K
| Insider | Stake change | Holds now | Granted / vested | Bought | Sold |
|---|---|---|---|---|---|
| Coleman Charles P III +4 co-filers10% owner · 3 transactions | — | 18.33M | — | — | 7.00M |
| Rachleff Andrew SDirector, 10% owner · 8 transactions | — | 17.26M | 29.8K | — | — |
| Cadeddu John J. +5 co-filers10% owner · 3 transactions | — | 13.81M | — | — | — |
| Volpi MichelangeloDirector · 15 transactions | — | 12.90M | — | — | — |
| Index Venture Associates VI Ltd +6 co-filers10% owner · 15 transactions | — | 9.01M | — | — | — |
| Fortunato DavidCEO and President, Director · 19 transactions | — | 1.93M | 1.03M | — | 765.2K |
| Wetterwald JulienChief Technology Officer · 26 transactions | — | 727.1K | 1.13M | — | 159.8K |
| Kilar JasonDirector · 7 transactions | — | 646.6K | 646.6K | — | — |
| Imberman AlanCFO and Treasurer · 22 transactions | — | 435.9K | 672.2K | — | 100.0K |
| Iyer KalVP, Engineering · 25 transactions | — | 225.8K | 876.3K | — | 242.0K |
| Lin LaurenCLO, CCO and Secretary · 26 transactions | — | 158.1K | 375.7K | — | 35.1K |
| Goldman Kenneth ADirector · 8 transactions | — | 108.0K | 97.7K | — | 43.4K |
| Bisharat JalehDirector · 3 transactions | — | 17.0K | 27.0K | — | 10.0K |
| Wilson L MichelleDirector · 5 transactions | — | 7.9K | 8.5K | — | 638 |
| Schmidt Michael ReedDirector · 2 transactions | — | 4.3K | 4.3K | — | — |
Select a row to see that insider’s individual transactions. Sum of the holdings confirmed in the 12 months before this insider's last filing. A Form 4 reports a holding per line — held directly, or through a named trust, partnership or foundation, and in each share class separately — never a person’s total. Lines not restated in that time are left out and shown apart: an active filer restates what they still hold, so a line they did not restate is more often an entity since renamed, whose shares a successor line reports too. An amber marker means some were left out.
Net open-market activity over the last 3 years: -8.36M shares. Grants, option exercises and tax withholding are excluded — they are compensation mechanics, not decisions to buy or sell.