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M

$ Value

$0

Shares

2,125

Price

$0

Filed

Mar 17

Insider

Name

Schmidt Michael Reed

Title

CIK

0002091533

Roles

Director

Transaction Details

Transaction Date

2026-03-15

Code

M

Table

Non-Derivative

Ownership

Direct

Equity Swap

No

Shares After

2,125

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

Accession No.

0002091533-26-000002

Form Type

4

Issuer CIK

0001524566

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