Quick Takeaways
- William J. Wheeler has 3 issuer positions tracked on this page.
- Estimated disclosed ownership value: $4,542,301.
- Recent insider filing activity is available below.
- Info
- Insider Ownership
Insider Trading & Ownership of William J. Wheeler
- Location
- Tampa, FL
- Summary
- The estimated net worth of William J. Wheeler is at least $4,542,301 dollars as of 30 Jan 2026. William J. Wheeler is the Director of Evercore Inc. and owns shares of Evercore Inc. (EVR) stock worth about $4.54M.
- Signature
- /s/ Porter Nolan, Attorney-in-Fact
- All Insider Reports
- All Insider Reports
Follow Filing Activity
Follow William J. Wheeler and return when a new Insider Trading filing appears.
This tracks SEC filing changes for this page using existing product update flows.
What Changed
- Largest disclosed position: Evercore Inc. ($4,542,301).
- Past-year value change for that position: .
Why This Matters
- This page translates Forms 3/4/5 into a quick ownership context before you inspect each transaction row.
- You can cross-check role, issuer, and filing chronology directly against the SEC source.
Official SEC Source
Filed on Form 4
Insider ownership context is sourced from SEC Forms 3, 4, and 5.
See Original FilingOwnership of William J. Wheeler
| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| EVR | Evercore Inc. | Director | $4,542,301 | 11 Jun 2025 | ||
| ATH-PA, ATH-PB | Athene Holding Ltd | President | 01 Jan 2022 | |||
| LIFE | Ethos Technologies Inc. | Director | 30 Jan 2026 |
Insider Transactions Reported by William J. Wheeler:
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|
* An asterisk sign (*) next to the price indicates that the price is likely invalid.