1. MARKETS
  2. SECTOR : SOFTWARE & SERVICES
  3. INDUSTRY : PACKAGED SOFTWARE
  4. WEALTHFRONT CORP.
Wealthfront Corp. XNAS: WLTH
8.20 -0.56 (-6.39%)
1.1M
XNAS Volume

XNAS 10 Feb, 2026 4:30 PM (EST)

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Insider Trading disclosures for Wealthfront Corp

The latest disclosure was made by Kal Iyer in Wealthfront Corp where a trade of 55,865 Stock Option (Right to Buy) done was reported to US exchanges on Dec. 23, 2025.

Insider trading is the trading of a company’s securities by individuals with access to confidential or material non-public information about the company. A company is required to report trading by corporate officers, directors, or other company members with significant access to privileged information to the Securities and Exchange Commission (SEC).

Client Name Client Category Action Reported to Exchange Quantity Post Transaction Holding Traded % Avg. Price Value Security Type
Kal Iyer VP, Engineering Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 23 Dec 2025 55,865 956,135 - - Stock Option (Right to Buy)
Kal Iyer VP, Engineering Exercise or conversion of derivative security received from the company (such as an option) at price $ 1.79 per share. 23 Dec 2025 55,865 218,605 - 1.8 99,998 Common Stock
Julien Wetterwald Chief Technology Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 23 Dec 2025 24,000 0 - - Stock Option (Right to Buy)
Julien Wetterwald Chief Technology Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 1.92 per share. 23 Dec 2025 52,083 675,236 - 1.9 99,999 Common Stock
Julien Wetterwald Chief Technology Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 2.67 per share. 23 Dec 2025 37,453 567,288 - 2.7 100,000 Common Stock
Julien Wetterwald Chief Technology Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 1.79 per share. 23 Dec 2025 55,865 623,153 - 1.8 99,998 Common Stock
Julien Wetterwald Chief Technology Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 23 Dec 2025 55,865 194,135 - - Stock Option (Right to Buy)
Julien Wetterwald Chief Technology Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 23 Dec 2025 37,453 15,047 - - Stock Option (Right to Buy)
Julien Wetterwald Chief Technology Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 23 Dec 2025 52,083 97,917 - - Stock Option (Right to Buy)
Julien Wetterwald Chief Technology Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 2.45 per share. 23 Dec 2025 24,000 529,835 - 2.5 58,800 Common Stock
Alan Imberman CFO and Treasurer Exercise or conversion of derivative security received from the company (such as an option) at price $ 2.67 per share. 22 Dec 2025 37,453 267,482 - 2.7 100,000 Common Stock
Alan Imberman CFO and Treasurer Exercise or conversion of derivative security received from the company (such as an option) at price $ 2.91 per share. 22 Dec 2025 3,015 346,027 - 2.9 8,774 Common Stock
Alan Imberman CFO and Treasurer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 22 Dec 2025 15,000 0 - - Stock Option (Right to Buy)
Alan Imberman CFO and Treasurer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 22 Dec 2025 37,453 23,547 - - Stock Option (Right to Buy)
Alan Imberman CFO and Treasurer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 22 Dec 2025 22,055 137,945 - - Stock Option (Right to Buy)
Alan Imberman CFO and Treasurer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 22 Dec 2025 53,475 71,525 - - Stock Option (Right to Buy)
Alan Imberman CFO and Treasurer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 22 Dec 2025 3,015 531,570 - - Stock Option (Right to Buy)
Alan Imberman CFO and Treasurer Exercise or conversion of derivative security received from the company (such as an option) at price $ 1.87 per share. 22 Dec 2025 53,475 343,012 - 1.9 99,998 Common Stock
Alan Imberman CFO and Treasurer Exercise or conversion of derivative security received from the company (such as an option) at price $ 1.79 per share. 22 Dec 2025 22,055 289,537 - 1.8 39,478 Common Stock
Alan Imberman CFO and Treasurer Exercise or conversion of derivative security received from the company (such as an option) at price $ 2.45 per share. 22 Dec 2025 15,000 230,029 - 2.5 36,750 Common Stock
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 19 Dec 2025 55,865 576,135 - - Stock Option (Right to Buy)
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 1.39 per share. 19 Dec 2025 71,942 1,658,900 - 1.4 99,999 Common Stock
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 1.87 per share. 19 Dec 2025 53,475 1,712,375 - 1.9 99,998 Common Stock
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 1.79 per share. 19 Dec 2025 55,865 1,768,240 - 1.8 99,998 Common Stock
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 19 Dec 2025 71,942 2,828,058 - - Stock Option (Right to Buy)
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 19 Dec 2025 53,475 1,333,555 - - Stock Option (Right to Buy)
Andrew S. Rachleff Director, Ten Percent Owner 15 Dec 2025 203,009 0 - - Series G-1 Preferred Stock
Andrew S. Rachleff Director, Ten Percent Owner 15 Dec 2025 1,012,500 8,466,777 - - Common Stock
Andrew S. Rachleff Director, Ten Percent Owner 15 Dec 2025 2,832,280 11,299,057 - - Common Stock
Andrew S. Rachleff Director, Ten Percent Owner 15 Dec 2025 298,160 11,597,217 - - Common Stock
Andrew S. Rachleff Director, Ten Percent Owner 15 Dec 2025 3,704,406 15,301,623 - - Common Stock
Andrew S. Rachleff Director, Ten Percent Owner 15 Dec 2025 158,278 15,459,901 - - Common Stock
Andrew S. Rachleff Director, Ten Percent Owner 15 Dec 2025 761,294 16,221,195 - - Common Stock
Andrew S. Rachleff Director, Ten Percent Owner 15 Dec 2025 203,009 16,424,204 - - Common Stock
Andrew S. Rachleff Director, Ten Percent Owner 15 Dec 2025 1,012,500 0 - - Series A Preferred Stock
Andrew S. Rachleff Director, Ten Percent Owner 15 Dec 2025 2,832,280 0 - - Series B Preferred Stock
Andrew S. Rachleff Director, Ten Percent Owner 15 Dec 2025 298,160 0 - - Series C Preferred Stock
Andrew S. Rachleff Director, Ten Percent Owner 15 Dec 2025 3,704,406 0 - - Series D Preferred Stock
Andrew S. Rachleff Director, Ten Percent Owner 15 Dec 2025 158,278 0 - - Series E Preferred Stock
Andrew S. Rachleff Director, Ten Percent Owner 15 Dec 2025 761,294 0 - - Series G Preferred Stock
Michelangelo A. Volpi Director 15 Dec 2025 207,734 0 - - Series G-1 Preferred Stock
Michelangelo A. Volpi Director 15 Dec 2025 2,370,596 2,370,596 - - Common Stock
Michelangelo A. Volpi Director 15 Dec 2025 779,009 3,149,605 - - Common Stock
Michelangelo A. Volpi Director 15 Dec 2025 207,734 3,357,339 - - Common Stock
Michelangelo A. Volpi Director 15 Dec 2025 35,007 35,007 - - Common Stock
Michelangelo A. Volpi Director 15 Dec 2025 10,007 0 - - Series G Preferred Stock
Michelangelo A. Volpi Director 15 Dec 2025 30,450 0 - - Series F Preferred Stock
Michelangelo A. Volpi Director 15 Dec 2025 37,629 0 - - Series E Preferred Stock
Michelangelo A. Volpi Director 15 Dec 2025 37,148 0 - - Series D Preferred Stock
Michelangelo A. Volpi Director 15 Dec 2025 58,816 0 - - Series E Preferred Stock
Michelangelo A. Volpi Director 15 Dec 2025 58,068 0 - - Series D Preferred Stock
Michelangelo A. Volpi Director 15 Dec 2025 2,913,888 0 - - Series E Preferred Stock
Michelangelo A. Volpi Director 15 Dec 2025 2,876,772 0 - - Series D Preferred Stock
Michelangelo A. Volpi Director 15 Dec 2025 3,074 0 - - Series G-1 Preferred Stock
Michelangelo A. Volpi Director 15 Dec 2025 11,528 0 - - Series G Preferred Stock
Michelangelo A. Volpi Director 15 Dec 2025 35,007 0 - - Series F Preferred Stock
Michelangelo A. Volpi Director 15 Dec 2025 2,913,888 9,157,362 - - Common Stock
Michelangelo A. Volpi Director 15 Dec 2025 779,009 0 - - Series G Preferred Stock
Michelangelo A. Volpi Director 15 Dec 2025 2,370,596 0 - - Series F Preferred Stock
Michelangelo A. Volpi Director 15 Dec 2025 2,669 161,363 - - Common Stock
Michelangelo A. Volpi Director 15 Dec 2025 10,007 158,694 - - Common Stock
Michelangelo A. Volpi Director 15 Dec 2025 30,450 148,687 - - Common Stock
Michelangelo A. Volpi Director 15 Dec 2025 37,629 118,237 - - Common Stock
Michelangelo A. Volpi Director 15 Dec 2025 37,148 80,608 - - Common Stock
Michelangelo A. Volpi Director 15 Dec 2025 58,816 184,830 - - Common Stock
Michelangelo A. Volpi Director 15 Dec 2025 58,068 126,014 - - Common Stock
Michelangelo A. Volpi Director 15 Dec 2025 11,528 46,535 - - Common Stock
Michelangelo A. Volpi Director 15 Dec 2025 3,074 49,609 - - Common Stock
Michelangelo A. Volpi Director 15 Dec 2025 2,876,772 6,243,474 - - Common Stock
Michelangelo A. Volpi Director 15 Dec 2025 2,669 0 - - Series G-1 Preferred Stock
Jason Kilar Director Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 Dec 2025 23,544 582,525 - 0 Common Stock
Jason Kilar Director Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 Dec 2025 23,544 94,175 - - Restricted Stock Units
L. Michelle Wilson Director Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 Dec 2025 2,126 29,763 - - Restricted Stock Units
L. Michelle Wilson Director Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 Dec 2025 2,126 4,251 - 0 Common Stock
Kal Iyer VP, Engineering Payment of exercise price or tax liability using portion of securities received from the company at price $ 14.19 per share. 15 Dec 2025 36,347 162,740 - 14.2 515,764 Common Stock
Kal Iyer VP, Engineering Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 Dec 2025 21,112 274,463 - - Restricted Stock Units
Kal Iyer VP, Engineering Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 Dec 2025 20,387 183,488 - - Restricted Stock Units
Kal Iyer VP, Engineering Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 Dec 2025 20,387 101,938 - - Restricted Stock Units
Kal Iyer VP, Engineering Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 Dec 2025 9,687 9,688 - - Restricted Stock Units
Kal Iyer VP, Engineering Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 Dec 2025 21,112 199,087 - 0 Common Stock
Kal Iyer VP, Engineering Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 Dec 2025 20,387 177,975 - 0 Common Stock
Kal Iyer VP, Engineering Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 Dec 2025 20,387 157,588 - 0 Common Stock
Kal Iyer VP, Engineering Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 Dec 2025 9,687 137,201 - 0 Common Stock
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 Dec 2025 76,462 1,557,513 - 0 Common Stock
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 Dec 2025 79,181 712,632 - - Restricted Stock Units
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 Dec 2025 76,462 382,313 - - Restricted Stock Units
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 Dec 2025 59,531 773,907 - - Restricted Stock Units
David Fortunato Director, CEO and President Payment of exercise price or tax liability using portion of securities received from the company at price $ 14.19 per share. 15 Dec 2025 109,267 1,586,958 - 14.2 1,550,499 Common Stock
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 Dec 2025 59,531 1,696,225 - 0 Common Stock
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 Dec 2025 79,181 1,636,694 - 0 Common Stock
Alan Imberman CFO and Treasurer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 Dec 2025 22,813 209,678 - 0 Common Stock
Alan Imberman CFO and Treasurer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 Dec 2025 23,625 283,500 - - Restricted Stock Units
Alan Imberman CFO and Treasurer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 Dec 2025 22,813 182,500 - - Restricted Stock Units
Alan Imberman CFO and Treasurer Payment of exercise price or tax liability using portion of securities received from the company at price $ 14.19 per share. 15 Dec 2025 18,274 215,029 - 14.2 259,308 Common Stock
Alan Imberman CFO and Treasurer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 Dec 2025 23,625 233,303 - 0 Common Stock
Lauren Lin CLO, CCO and Secretary Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 Dec 2025 9,375 65,625 - - Restricted Stock Units
Lauren Lin CLO, CCO and Secretary Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 Dec 2025 12,500 108,994 - 0 Common Stock
Lauren Lin CLO, CCO and Secretary Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 Dec 2025 9,375 118,369 - 0 Common Stock
Lauren Lin CLO, CCO and Secretary Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 Dec 2025 4,687 123,056 - 0 Common Stock
Lauren Lin CLO, CCO and Secretary Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 Dec 2025 12,846 135,902 - 0 Common Stock
Lauren Lin CLO, CCO and Secretary Payment of exercise price or tax liability using portion of securities received from the company at price $ 14.19 per share. 15 Dec 2025 20,631 115,271 - 14.2 292,754 Common Stock
Lauren Lin CLO, CCO and Secretary Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 Dec 2025 1,215 1,216 - - Restricted Stock Units
Lauren Lin CLO, CCO and Secretary Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 Dec 2025 1,215 96,494 - 0 Common Stock
Lauren Lin CLO, CCO and Secretary Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 Dec 2025 12,500 50,000 - - Restricted Stock Units
Lauren Lin CLO, CCO and Secretary Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 Dec 2025 12,846 192,704 - - Restricted Stock Units
Lauren Lin CLO, CCO and Secretary Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 Dec 2025 4,687 51,563 - - Restricted Stock Units
Julien Wetterwald Chief Technology Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 Dec 2025 21,113 253,350 - - Restricted Stock Units
Julien Wetterwald Chief Technology Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 Dec 2025 20,525 41,050 - - Restricted Stock Units
Julien Wetterwald Chief Technology Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 14.19 per share. 15 Dec 2025 31,499 505,835 - 14.2 446,971 Common Stock
Julien Wetterwald Chief Technology Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 Dec 2025 20,388 163,100 - - Restricted Stock Units
Julien Wetterwald Chief Technology Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 Dec 2025 20,525 495,833 - 0 Common Stock
Julien Wetterwald Chief Technology Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 Dec 2025 20,388 516,221 - 0 Common Stock
Julien Wetterwald Chief Technology Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 Dec 2025 21,113 537,334 - 0 Common Stock
L. Michelle Wilson Director Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 11 Dec 2025 2,125 2,125 - 0 Common Stock
L. Michelle Wilson Director Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 11 Dec 2025 2,125 31,889 - - Restricted Stock Units
Kal Iyer VP, Engineering Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 11 Dec 2025 122,325 557,610 - 0 Common Stock
Kal Iyer VP, Engineering Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 11 Dec 2025 42,225 599,835 - 0 Common Stock
Kal Iyer VP, Engineering Payment of exercise price or tax liability using portion of securities received from the company at price $ 14.00 per share. 11 Dec 2025 304,599 295,236 - 14 4,264,386 Common Stock
Kal Iyer VP, Engineering Sale of securities on an exchange or to another person at price $ 14.00 per share. 11 Dec 2025 167,722 127,514 - 14 2,348,108 Common Stock
Kal Iyer VP, Engineering Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 11 Dec 2025 203,875 122,325 - - Restricted Stock Units
Kal Iyer VP, Engineering Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 11 Dec 2025 122,325 203,875 - - Restricted Stock Units
Kal Iyer VP, Engineering Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 11 Dec 2025 42,225 295,575 - - Restricted Stock Units
Kal Iyer VP, Engineering Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 11 Dec 2025 95,785 0 - - Restricted Stock Units
Kal Iyer VP, Engineering Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 11 Dec 2025 135,625 19,375 - - Restricted Stock Units
Kal Iyer VP, Engineering Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 11 Dec 2025 95,785 95,785 - 0 Common Stock
Kal Iyer VP, Engineering Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 11 Dec 2025 135,625 231,410 - 0 Common Stock
Kal Iyer VP, Engineering Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 11 Dec 2025 203,875 435,285 - 0 Common Stock
Jaleh Bisharat Director Exercise or conversion of derivative security received from the company (such as an option) at price $ 2.91 per share. 11 Dec 2025 10,000 10,000 - 2.9 29,100 Common Stock
Jaleh Bisharat Director Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 11 Dec 2025 10,000 290,000 - - Stock Option (Right to Buy)
Jaleh Bisharat Director Sale of securities on an exchange or to another person at price $ 14.00 per share. 11 Dec 2025 10,000 0 - 14 140,000 Common Stock
Jason Kilar Director Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 Oct 2025 258,981 117,719 - - Restricted Stock Units
Jason Kilar Director Exercise or conversion of derivative security received from the company (such as an option) at price $ 1.67 per share. 15 Oct 2025 100,000 100,000 - 1.7 167,000 Common Stock
Jason Kilar Director Exercise or conversion of derivative security received from the company (such as an option) at price $ 1.16 per share. 15 Oct 2025 200,000 300,000 - 1.2 232,000 Common Stock
Jason Kilar Director Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 Oct 2025 258,981 558,981 - 0 Common Stock
Jason Kilar Director Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 Oct 2025 100,000 0 - - Stock Option (Right to Buy)
Jason Kilar Director Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 Oct 2025 200,000 0 - - Stock Option (Right to Buy)
Julien Wetterwald Chief Technology Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 13 Oct 2025 167,290 0 - - Restricted Stock Units
Julien Wetterwald Chief Technology Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 13 Oct 2025 63,337 274,463 - - Restricted Stock Units
Julien Wetterwald Chief Technology Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 13 Oct 2025 142,712 183,488 - - Restricted Stock Units
Julien Wetterwald Chief Technology Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 13 Oct 2025 95,785 0 - - Restricted Stock Units
Julien Wetterwald Chief Technology Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 13 Oct 2025 266,825 61,575 - - Restricted Stock Units
Julien Wetterwald Chief Technology Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 13 Oct 2025 304,000 304,000 - - Restricted Stock Units
Julien Wetterwald Chief Technology Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 13 Oct 2025 266,825 499,901 - 0 Common Stock
Julien Wetterwald Chief Technology Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 13 Oct 2025 95,785 595,686 - 0 Common Stock
Julien Wetterwald Chief Technology Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 13 Oct 2025 142,712 738,398 - 0 Common Stock
Julien Wetterwald Chief Technology Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 13 Oct 2025 63,337 801,735 - 0 Common Stock
Julien Wetterwald Chief Technology Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 13 Oct 2025 167,290 969,025 - 0 Common Stock
Julien Wetterwald Chief Technology Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 14.00 per share. 13 Oct 2025 373,717 595,308 - 14 5,232,038 Common Stock
Julien Wetterwald Chief Technology Officer Sale of securities on an exchange or to another person at price $ 14.00 per share. 13 Oct 2025 120,000 475,308 - 14 1,680,000 Common Stock
Lauren Lin CLO, CCO and Secretary Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 26 Sep 2025 17,014 22,251 - 0 Common Stock
Lauren Lin CLO, CCO and Secretary Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 26 Sep 2025 18,750 56,250 - - Restricted Stock Units
Lauren Lin CLO, CCO and Secretary Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 26 Sep 2025 5,237 5,237 - 0 Common Stock
Lauren Lin CLO, CCO and Secretary Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 26 Sep 2025 75,000 75,000 - - Restricted Stock Units
Lauren Lin CLO, CCO and Secretary Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 26 Sep 2025 137,500 62,500 - - Restricted Stock Units
Lauren Lin CLO, CCO and Secretary Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 26 Sep 2025 1,500 0 - - Restricted Stock Units
Lauren Lin CLO, CCO and Secretary Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 26 Sep 2025 17,014 2,431 - - Restricted Stock Units
Lauren Lin CLO, CCO and Secretary Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 26 Sep 2025 5,237 0 - - Restricted Stock Units
Lauren Lin CLO, CCO and Secretary Grant, award, or other acquisition of securities at price $ 0.00 per share. 26 Sep 2025 205,550 205,550 - - Restricted Stock Units
Lauren Lin CLO, CCO and Secretary Sale of securities on an exchange or to another person at price $ 14.00 per share. 26 Sep 2025 30,229 95,279 - 14 423,206 Common Stock
Lauren Lin CLO, CCO and Secretary Payment of exercise price or tax liability using portion of securities received from the company at price $ 14.00 per share. 26 Sep 2025 129,493 125,508 - 14 1,812,902 Common Stock
Lauren Lin CLO, CCO and Secretary Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 26 Sep 2025 18,750 255,001 - 0 Common Stock
Lauren Lin CLO, CCO and Secretary Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 26 Sep 2025 75,000 236,251 - 0 Common Stock
Lauren Lin CLO, CCO and Secretary Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 26 Sep 2025 137,500 161,251 - 0 Common Stock
Lauren Lin CLO, CCO and Secretary Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 26 Sep 2025 1,500 23,751 - 0 Common Stock
Alan Imberman CFO and Treasurer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 05 Sep 2025 95,785 175,196 - 0 Common Stock
Alan Imberman CFO and Treasurer Exercise or conversion of derivative security received from the company (such as an option) at price $ 2.45 per share. 05 Sep 2025 40,000 79,411 - 2.5 98,000 Common Stock
Alan Imberman CFO and Treasurer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 05 Sep 2025 159,687 334,883 - 0 Common Stock
Alan Imberman CFO and Treasurer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 05 Sep 2025 70,875 405,758 - 0 Common Stock
Alan Imberman CFO and Treasurer Payment of exercise price or tax liability using portion of securities received from the company at price $ 14.00 per share. 05 Sep 2025 118,893 286,865 - 14 1,664,502 Common Stock
Alan Imberman CFO and Treasurer Sale of securities on an exchange or to another person at price $ 14.00 per share. 05 Sep 2025 100,000 186,865 - 14 1,400,000 Common Stock
Alan Imberman CFO and Treasurer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 05 Sep 2025 40,000 0 - - Stock Option (Right to Buy)
Alan Imberman CFO and Treasurer Grant, award, or other acquisition of securities at price $ 0.00 per share. 05 Sep 2025 284,200 284,200 - - Restricted Stock Units
Alan Imberman CFO and Treasurer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 05 Sep 2025 95,785 0 - - Restricted Stock Units
Alan Imberman CFO and Treasurer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 05 Sep 2025 159,687 205,313 - - Restricted Stock Units
Alan Imberman CFO and Treasurer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 05 Sep 2025 70,875 307,125 - - Restricted Stock Units
Kenneth A. Goldman Director Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 17 Jul 2025 30,500 0 - - Restricted Stock Units
Kenneth A. Goldman Director Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 17 Jul 2025 27,778 0 - - Restricted Stock Units
Kenneth A. Goldman Director Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 17 Jul 2025 6,945 0 - - Restricted Stock Units
Kenneth A. Goldman Director Gift of securities by or to the insider at price $ 0.00 per share. 17 Jul 2025 25,000 53,732 - - Series C Preferred Stock
Kenneth A. Goldman Director 17 Jul 2025 53,732 48,359 - - Common Stock
Kenneth A. Goldman Director Sale of securities on an exchange or to another person at price $ 14.00 per share. 17 Jul 2025 5,373 0 - 14 75,222 Common Stock
Kenneth A. Goldman Director Sale of securities on an exchange or to another person at price $ 14.00 per share. 17 Jul 2025 38,071 42,648 - 14 532,994 Common Stock
Kenneth A. Goldman Director Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 17 Jul 2025 15,496 80,719 - 0 Common Stock
Kenneth A. Goldman Director Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 17 Jul 2025 30,500 65,223 - 0 Common Stock
Kenneth A. Goldman Director Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 17 Jul 2025 27,778 34,723 - 0 Common Stock
Kenneth A. Goldman Director Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 17 Jul 2025 6,945 6,945 - 0 Common Stock
Kenneth A. Goldman Director Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 17 Jul 2025 15,496 0 - - Restricted Stock Units
Kenneth A. Goldman Director 17 Jul 2025 53,732 0 - - Series C Preferred Stock
David Fortunato Director, CEO and President Payment of exercise price or tax liability using portion of securities received from the company at price $ 14.00 per share. 14 Jul 2025 1,528,003 1,621,421 - 14 21,392,042 Common Stock
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 14 Jul 2025 141,600 3,149,424 - 0 Common Stock
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 14 Jul 2025 119,062 3,007,824 - 0 Common Stock
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 14 Jul 2025 176,560 2,888,762 - 0 Common Stock
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 14 Jul 2025 475,087 2,712,202 - 0 Common Stock
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 14 Jul 2025 253,521 2,237,115 - 0 Common Stock
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 14 Jul 2025 764,625 1,983,594 - 0 Common Stock
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 14 Jul 2025 599,200 1,218,969 - 0 Common Stock
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 14 Jul 2025 383,519 619,769 - 0 Common Stock
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 14 Jul 2025 95,880 236,250 - 0 Common Stock
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 14 Jul 2025 45,000 0 - - Stock Option (Right to Buy)
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 14 Jul 2025 599,200 0 - - Restricted Stock Units
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 14 Jul 2025 764,625 458,775 - - Restricted Stock Units
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 14 Jul 2025 253,521 0 - - Restricted Stock Units
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 14 Jul 2025 475,087 791,813 - - Restricted Stock Units
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 14 Jul 2025 176,560 0 - - Restricted Stock Units
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 14 Jul 2025 119,062 833,438 - - Restricted Stock Units
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 14 Jul 2025 141,600 0 - - Restricted Stock Units
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 14 Jul 2025 220,000 0 - - Stock Option (Right to Buy)
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 14 Jul 2025 242,000 0 - - Stock Option (Right to Buy)
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 14 Jul 2025 162,784 23,658 - - Stock Option (Right to Buy)
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 14 Jul 2025 143,000 0 - - Restricted Stock Units
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 14 Jul 2025 35,919 0 - - Restricted Stock Units
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 14 Jul 2025 25,000 0 - - Stock Option (Right to Buy)
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 14 Jul 2025 383,519 0 - - Restricted Stock Units
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 14 Jul 2025 95,880 0 - - Restricted Stock Units
David Fortunato Director, CEO and President Grant, award, or other acquisition of securities at price $ 0.00 per share. 14 Jul 2025 141,600 141,600 - - Restricted Stock Units
David Fortunato Director, CEO and President Sale of securities on an exchange or to another person at price $ 14.00 per share. 14 Jul 2025 95,416 153,503 - 14 1,335,824 Common Stock
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 2.67 per share. 14 Jul 2025 25,000 248,919 - 2.7 66,750 Common Stock
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 2.45 per share. 14 Jul 2025 45,000 223,919 - 2.5 110,250 Common Stock
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 14 Jul 2025 35,919 178,919 - 0 Common Stock
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 14 Jul 2025 143,000 143,000 - 0 Common Stock
David Fortunato Director, CEO and President Sale of securities on an exchange or to another person at price $ 14.00 per share. 14 Jul 2025 765,154 1,481,051 - 14 10,712,156 Common Stock
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 1.50 per share. 14 Jul 2025 162,784 2,246,205 - 1.5 244,176 Common Stock
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 1.67 per share. 14 Jul 2025 242,000 2,083,421 - 1.7 404,140 Common Stock
David Fortunato Director, CEO and President Exercise or conversion of derivative security received from the company (such as an option) at price $ 2.45 per share. 14 Jul 2025 220,000 1,841,421 - 2.5 539,000 Common Stock
David Fortunato Director, CEO and President Payment of exercise price or tax liability using portion of securities received from the company at price $ 14.00 per share. 14 Jul 2025 91,507 61,996 - 14 1,281,098 Common Stock
*All Values are in $ Million
Client Category: Promoter/ KMP/ Director / Immediate Relatives / Employee / etc  
Security Type: Share/ Warrants / Convertible Debentures
Data as reported to USA Exchanges
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