DAG Ventures IV-QP, L.P. 3
3 · WEALTHFRONT CORP · Filed Dec 11, 2025
Insider Transaction Report
Form 3
WEALTHFRONT CORPWLTH
DAG Ventures Management IV, LLC
10% Owner
Holdings
- 32,570(indirect: By DAG Ventures IV, L.P.)
Common Stock
- 308,232(indirect: By DAG Ventures IV-QP, L.P.)
Common Stock
- (indirect: By DAG Ventures IV, L.P.)
Series C Preferred Stock
→ Common Stock (430,596 underlying) - (indirect: By DAG Ventures IV, L.P.)
Series D Preferred Stock
→ Common Stock (462,842 underlying) - (indirect: By DAG Ventures IV, L.P.)
Series E Preferred Stock
→ Common Stock (133,936 underlying) - (indirect: By DAG Ventures IV, L.P.)
Series F Preferred Stock
→ Common Stock (46,568 underlying) - (indirect: By DAG Ventures IV, L.P.)
Series G Preferred Stock
→ Common Stock (48,124 underlying) - (indirect: By DAG Ventures IV, L.P.)
Series G-1 Preferred Stock
→ Common Stock (12,833 underlying)
Footnotes (4)
- [F1]Securities are directly held by DAG Ventures IV, L.P. ("DAG IV"). DAG Ventures Management IV, LLC ("DAG IV LLC") is the general partner of DAG IV. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein.
- [F2]Securities are directly held by DAG Ventures IV-QP, L.P. ("DAG IV-QP"). DAG IV LLC is the general partner of DAG IV-QP. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV-QP. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein.
- [F3]The Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock is convertible into Common Stock on a 1-for-1 basis and has no expiration date. Upon the closing of the Issuer's initial public offering, all shares of Series C, Series D, Series E, Series F, Series G and Series G-1 Preferred Stock will be converted into shares of Common Stock of the Issuer.
- [F4]Securities are directly held by DAG Ventures IV-A, LLC ("DAG IV-A"). DAG IV LLC is the manager of DAG IV-A. Messrs. Cadeddu and Goodrich are the managers of DAG IV LLC and may be deemed to share voting and dispositive power over the securities held by DAG IV-A. Each of DAG IV LLC and Messrs. Cadeddu and Goodrich disclaims beneficial ownership of these securities except to the extent of its or his proportionate pecuniary interest therein.