Company: WLTH
Filing Date: 2025-12-02
Form Type: S-1/A
Source: 0001628280-25-054592
Chunk: 307

Company: WEALTHFRONT CORP
Filing Date: 2025-12-02
Form: S-1/A
Chunk 307
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 60 days of December 1, 2025, which total includes 3,224,228 shares of common stock underlying RSUs directly beneficially owned by Mr. Fortunato and 178,919 shares of common stock underlying RSUs beneficially owned by Mr. Fortunato’s spouse.

(2) Consists of (i) 1,148,966 shares underlying options to purchase common stock, which are vested and exercisable within 60 days of December 1, 2025, and (ii) 671,408 shares of common stock underlying RSUs, which may vest and be settled for shares within 60 days of December 1, 2025.

(3) Consists of (i) 233,076 shares of our common stock, (ii) 589,001 shares underlying options to purchase common stock, which are vested and exercisable within 60 days of December 1, 2025, and (iii) 797,975 shares of common stock underlying RSUs, which may vest and be settled for shares within 60 days of December 1, 2025.

(4) Consists of (i) 403,225 shares of our common stock directly held by The Jake Alexander Rachleff 2015 Irrevocable Trust u/a/d 5/15/2015 (the “JAR Trust”), (ii) 403,225 shares of our common stock directly held by The Shelby Elizabeth Rachleff 2015 Irrevocable Trust u/a/d 5/15/2015 (the “SER Trust”), and (iii) 16,424,204 shares of our common stock directly held by the Rachleff Family Revocable Trust UTD 5/19/92 (the “Family Trust”). Mr. Rachleff and his spouse serve as co-trustees of the JAR Trust, the SER Trust, and the Family Trust and may be deemed to exercise voting and investment discretion over securities held by them.

(5) Consists of 300,000 shares underlying options to purchase common stock, which are vested and exercisable within 60 days of December 1, 2025.

(6) Consists of (i) 53,732 shares of our common stock directly held by the Goldman-Valeriote Family Trust (the “G-V Trust”), (ii) 25,000 shares of our common stock directly held by MNM Holdings, LLC (“MNM”), (iii