Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | WLY, WLYB | Class A Common | Award | $2.82K | +81 | +0.62% | $34.77 | 13.2K | Jul 20, 2023 | Direct | F1 |
transaction | WLY, WLYB | Class A Common | Award | $4.61K | +150 | +1.14% | $30.76 | 13.4K | Oct 25, 2023 | Direct | F1 |
transaction | WLY, WLYB | Class A Common | Award | $4.69K | +149 | +1.12% | $31.48 | 13.5K | Jan 11, 2024 | Direct | F1 |
transaction | WLY, WLYB | Class A Common | Award | $4.73K | +124 | +0.92% | $38.14 | 13.6K | Apr 25, 2024 | Direct | F1 |
transaction | WLY, WLYB | Class A Common | Options Exercise | $0 | +991 | +7.27% | $0.00 | 14.6K | Apr 30, 2024 | Direct | |
transaction | WLY, WLYB | Class A Common | Options Exercise | $0 | +842 | +5.76% | $0.00 | 15.5K | Apr 30, 2024 | Direct | |
transaction | WLY, WLYB | Class A Common | Options Exercise | $0 | +1.16K | +7.5% | $0.00 | 16.6K | Apr 30, 2024 | Direct | |
transaction | WLY, WLYB | Class A Common | Options Exercise | $0 | +1.89K | +11.36% | $0.00 | 18.5K | Apr 30, 2024 | Direct | |
transaction | WLY, WLYB | Class A Common | Tax liability | -$85.9K | -2.29K | -12.35% | $37.57 | 16.2K | Apr 30, 2024 | Direct | F2 |
Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
transaction | WLY, WLYB | Restricted Stock Units | Options Exercise | $0 | -991 | -100% | $0.00* | 0 | Apr 30, 2024 | Class A Common | 991 | Direct | F3, F4, F5 | |
transaction | WLY, WLYB | Restricted Stock Units | Options Exercise | $0 | -842 | -49.97% | $0.00 | 843 | Apr 30, 2024 | Class A Common | 842 | Direct | F3, F6 | |
transaction | WLY, WLYB | Restricted Stock Units | Options Exercise | $0 | -1.16K | -33.34% | $0.00 | 2.32K | Apr 30, 2024 | Class A Common | 1.16K | Direct | F3, F7 | |
transaction | WLY, WLYB | Restricted Stock Units | Options Exercise | $0 | -1.89K | -25% | $0.00 | 5.67K | Apr 30, 2024 | Class A Common | 1.89K | Direct | F3, F8 |
Id | Content |
---|---|
F1 | Reflects shares acquired through a dividend reinvestment plan administered by the reporting person's broker dealer and not previously reported. |
F2 | Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. |
F3 | 1-for-1 |
F4 | On June 26, 2020, the reporting person was granted 3,964 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. |
F5 | As a result of this transaction, all restricted stock units granted on June 26, 2020 have vested. |
F6 | On June 24, 2021, the reporting person was granted 3,369 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. |
F7 | On June 22, 2022, the reporting person was granted 4,638 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. |
F8 | On June 23, 2023, reporting person was granted 7,556 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after the grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. |