$ Value
$0
Shares
34,014
Price
$0
Filed
Mar 17
Insider
Name
Schmidt Michael Reed
Title
—
CIK
0002091533
Roles
Transaction Details
Transaction Date
2025-09-26
Code
A
Table
Derivative
Ownership
Direct
Equity Swap
No
Shares After
34,014
Footnotes
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 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, 2026. | These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. | This 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 Issuer's initial public offering. The transaction is reported herein pursuant to Rule 16a-2(a). The reported transaction is an exempt transaction with the Issuer and this restricted stock unit award was previously reported on the reporting person's Form 3.
Filing Info
Schmidt Michael Reed's History
| Date | Ticker | Type | Value |
|---|---|---|---|
| 2026-03-15 | WLTH | M | $0 |
| 2026-03-15 | WLTH | M | $0 |
| 2025-09-26 | WLTH | A | $0 |
Other Insiders at WLTH (90d)
| Insider | Bought | Sold | Last |
|---|---|---|---|
| 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 |