Skip to main content
Wealthfront10-Q: CEO change

CEO David Fortunato adopts 10b5-1 trading plan to sell up to 250,000 shares

What happened

The CEO adopted a pre-arranged stock trading plan on June 17, 2026, to sell up to 250,000 shares. This is a significant, reportable financial action by the top executive following the company's recent IPO, often used for personal financial planning and diversification.

Source

SEC EDGARSep 14, 2026

Quarterly report (Form 10-Q)

Wealthfront 10-Q

Filing excerpt

During the three months ended July 31, 2026, the following directors and/or officers (as defined in Rule 16a-1(f) of the Exchange Act) adopted, modified or terminated a “Rule 10b5-1 trading arrangement,” as defined in Item 408(a) of Regulation S-K, intending to satisfy the affirmative defense conditions of Rule 10b5-1(c):

sec.gov/Archives/edgar/data/1524566/000162828026061848/wlth-20260731.htmRead the full source

Other signals in this filing (5)

Extracted by Autobound

From the Signal API record
Signal
10-Q: CEO change

What this signalsA new leader often reviews the tools the team uses.

Fiscal year end
07/31
Filed
Sep 14, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Details

CIK
1524566
Accession number
0001628280-26-061848
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Full vendor review - highest priority
Signal category
Leadership

Extraction

Confidence
High
Relevance
70%
Sentiment
Neutral
Detected
Sep 15, 2026
signal_type
sec-10q
signal_subtype
ceoChange

Use this data

Get every 10-Q signal for Wealthfront and the companies you sell to, in the tools you already use.

  1. Ask Claude about it

    Connect Autobound to Claude, Claude Code or Cursor with MCP. Then ask: “What changed at Wealthfront this week?”

  2. Send it to your own tools

    The Signal API returns 10-Q signals for any list of companies as JSON, for your CRM, warehouse or app.

  3. Try it free

    Sign up and spend your free credits on the companies you sell to.

    Start Free1,000 free credits

The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/fa5d8a97-40ec-4f82-84a5-9e3af89eeecf returns this record as JSON. POST /v1/companies/enrich returns every signal for wealthfront.com.

{
  "signal_id": "fa5d8a97-40ec-4f82-84a5-9e3af89eeecf",
  "signal_type": "sec-10q",
  "signal_subtype": "ceoChange",
  "detected_at": "2026-09-15T07:05:28.132+00:00",
  "company": {
    "name": "Wealthfront",
    "domain": "wealthfront.com"
  },
  "data": {
    "detail": "The CEO adopted a pre-arranged stock trading plan on June 17, 2026, to sell up to 250,000 shares. This is a significant, reportable financial action by the top executive following the company's recent IPO, often used for personal financial planning and diversification.",
    "metrics": {
      "timeframe": "current_quarter"
    },
    "summary": "CEO David Fortunato adopts 10b5-1 trading plan to sell up to 250,000 shares",
    "excerpts": "During the three months ended July 31, 2026, the following directors and/or officers (as defined in Rule 16a-1(f) of the Exchange Act) adopted, modified or terminated a “Rule 10b5-1 trading arrangement,” as defined in Item 408(a) of Regulation S-K, intending to satisfy the affirmative defense conditions of Rule 10b5-1(c):",
    "relevance": 0.7,
    "sentiment": "neutral",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1524566/000162828026061848/wlth-20260731.htm",
    "filing_date": "2026-09-14",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "07/31",
    "sales_relevance": "Full vendor review - highest priority",
    "signal_category": "leadership"
  }
}

Long text fields are shortened on this page.

Looking up one signal by its id is free. Enrich costs 2 credits per signal returned; a call with no results is free.