$ Value
$0
Shares
1,215
Price
$0
Filed
Dec 17
Insider
Name
Lin Lauren
Title
CLO, CCO and Secretary
CIK
0002082674
Roles
Transaction Details
Transaction Date
2025-12-15
Code
M
Table
Non-Derivative
Ownership
Direct
Equity Swap
No
Shares After
96,494
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. | Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. | 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 vested on June 15, 2022. | These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. | 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 vested on March 15, 2023. | 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 vested on December 15, 2023. | 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 vested on December 15, 2024. | 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, 2025.
Filing Info
Lin Lauren's History
| Date | Ticker | Type | Value |
|---|---|---|---|
| 2025-12-15 | WLTH | M | $0 |
| 2025-12-15 | WLTH | M | $0 |
| 2025-12-15 | WLTH | M | $0 |
| 2025-12-15 | WLTH | M | $0 |
| 2025-12-15 | WLTH | M | $0 |
| 2025-12-15 | WLTH | F | $293K |
| 2025-12-15 | WLTH | M | $0 |
| 2025-12-15 | WLTH | M | $0 |
| 2025-12-15 | WLTH | M | $0 |
| 2025-12-15 | WLTH | M | $0 |
Other Insiders at WLTH (90d)
| Insider | Bought | Sold | Last |
|---|---|---|---|
|
Fortunato David
CEO and President
|
— | — | 2026-03-20 |