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M

$ Value

$0

Shares

17,014

Price

$0

Filed

Dec 15

Insider

Name

Lin Lauren

Title

CLO, CCO and Secretary

CIK

0002082674

Roles

Officer

Transaction Details

Transaction Date

2025-12-11

Code

M

Table

Derivative

Ownership

Direct

Equity Swap

No

Shares After

2,431

Footnotes

The transaction represents the number of shares of Common Stock withheld by the Issuer to satisfy tax withholding liabilities in connection with the net settlement of restricted stock units. | The reported sale transaction represents the reporting person's participation in the Issuer's secondary offering, which occurred in conjunction with its initial public offering ("IPO"). | Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. | The transaction occurred prior to the Issuer's registration of a class of equity securities under Section 12 of the Securities Exchange Act of 1934, as amended, in connection with the IPO, and the transaction is reported herein pursuant to Rule 16a-2(a). | This restricted stock unit award represents an equity security previously reported on the reporting person's Form 3, which was acquired through an exempt transaction with the Issuer. | The award was granted subject to a performance-based vesting condition which was satisfied in connection with the IPO, as well as a service-based vesting schedule. The award shall vest as to 1/16 of the total award quarterly on the fifteenth calendar day of December, March, June, and September, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche vesting on December 15, 2025. | These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. | The award was granted subject to a performance-based vesting condition which was satisfied in connection with the IPO, as well as a service-based vesting schedule. The award vested as to 1/8 of the total award quarterly on the fifteenth calendar day of March, June, September, and December, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche time-vested on March 15, 2023. The award was fully time-vested as of December 15, 2024, and the entire award was settled for shares of the Issuer's Common Stock in connection with the IPO. | The award was granted subject to a performance-based vesting condition which was satisfied in connection with the IPO, as well as a service-based vesting schedule. The award vested or vests as to 1/16 of the total award quarterly on the fifteenth calendar day of June, September, December, and March, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche time-vested on June 15, 2022. Time-vested portions of the award were settled for shares of the Issuer's Common Stock in connection with the IPO. | The award was granted subject to a performance-based vesting condition which was satisfied in connection with the IPO and a service-based vesting requirement which was deemed satisfied as of the grant date, November 22, 2022. The entire award was settled for shares of the Issuer's Common Stock in connection with the IPO. | The award was granted subject to a performance-based vesting condition which was satisfied in connection with the IPO, as well as a service-based vesting schedule. The award vested or vests as to 1/16 of the total award quarterly on the fifteenth calendar day of March, June, September, and December, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche time-vested on March 15, 2023. Time-vested portions of the award were settled for shares of the Issuer's Common Stock in connection with the IPO. | The award was granted subject to a performance-based vesting condition which was satisfied in connection with the IPO, as well as a service-based vesting schedule. The award vested or vests as to 1/16 of the total award quarterly on the fifteenth calendar day of December, March, June, and September, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche time-vested on December 15, 2023. Time-vested portions of the award were settled for shares of the Issuer's Common Stock in connection with the IPO. | The award was granted subject to a performance-based vesting condition which was satisfied in connection with the IPO, as well as a service-based vesting schedule. The award vested or vests as to 1/16 of the total award quarterly on the fifteenth calendar day of December, March, June, and September, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche time-vested on December 15, 2024. Time-vested portions of the award were settled for shares of the Issuer's Common Stock in connection with the IPO.

Filing Info

Accession No.

0002082674-25-000005

Form Type

4

Issuer CIK

0001524566

Lin Lauren's History

Date Ticker Type Value
2026-03-16 WLTH F $116K
2026-03-15 WLTH M $0
2026-03-15 WLTH M $0
2026-03-15 WLTH M $0
2026-03-15 WLTH M $0
2026-03-15 WLTH M $0
2026-03-15 WLTH M $0
2026-03-15 WLTH M $0
2026-03-15 WLTH M $0
2026-03-15 WLTH M $0

Other Insiders at WLTH (90d)

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WILSON L MICHELLE 2026-03-15
RACHLEFF ANDREW S 2026-03-15
GOLDMAN KENNETH A 2026-03-15
KILAR JASON 2026-03-15
IYER KAL
VP, Engineering
2026-03-16
Wetterwald Julien
Chief Technology Officer
2026-03-16
Fortunato David
CEO and President
$10.7M 2026-03-20
Bisharat Jaleh 2026-03-15
Imberman Alan
CFO and Treasurer
2026-03-16
Lin Lauren
CLO, CCO and Secretary
2026-03-16
Schmidt Michael Reed 2026-03-15