| Julien Wetterwald |
WLTH |
Common Stock |
Tax liability |
-3.86% |
|
|
-29,208 |
727,052 |
16 Mar 2026 |
Direct |
| Lauren Lin |
WLTH |
Common Stock |
Tax liability |
-9.43% |
|
|
-14,707 |
141,190 |
16 Mar 2026 |
Direct |
| Kal Iyer |
WLTH |
Common Stock |
Tax liability |
-8.89% |
|
|
-25,805 |
264,377 |
16 Mar 2026 |
Direct |
| Alan Imberman |
WLTH |
Common Stock |
Tax liability |
-3.84% |
|
|
-15,756 |
394,470 |
16 Mar 2026 |
Direct |
| David Fortunato |
WLTH |
Common Stock |
Tax liability |
-6.46% |
|
|
-121,322 |
1,755,651 |
16 Mar 2026 |
Direct |
| L. Michelle Wilson |
WLTH |
Common Stock |
Options Exercise |
50% |
|
|
2,126 |
6,377 |
15 Mar 2026 |
Direct |
| L. Michelle Wilson |
WLTH |
Restricted Stock Units |
Options Exercise |
-7.14% |
|
|
-2,126 |
27,637 |
15 Mar 2026 |
Direct |
| Michael Reed Schmidt |
WLTH |
Common Stock |
Options Exercise |
|
|
|
2,125 |
2,125 |
15 Mar 2026 |
Direct |
| Michael Reed Schmidt |
WLTH |
Restricted Stock Units |
Options Exercise |
-6.25% |
|
|
-2,125 |
31,889 |
15 Mar 2026 |
Direct |
| Jason Kilar |
WLTH |
Common Stock |
Options Exercise |
6.96% |
|
|
40,550 |
623,075 |
15 Mar 2026 |
Direct |
| Jason Kilar |
WLTH |
Restricted Stock Units |
Options Exercise |
-100% |
|
|
-40,550 |
0 |
15 Mar 2026 |
Direct |
| Kenneth A. Goldman |
WLTH |
Common Stock |
Options Exercise |
39.9% |
|
|
17,007 |
59,655 |
15 Mar 2026 |
Direct |
| Kenneth A. Goldman |
WLTH |
Restricted Stock Units |
Options Exercise |
-100% |
|
|
-17,007 |
0 |
15 Mar 2026 |
Direct |
| Jaleh Bisharat |
WLTH |
Common Stock |
Options Exercise |
|
|
|
17,007 |
17,007 |
15 Mar 2026 |
Direct |
| Jaleh Bisharat |
WLTH |
Restricted Stock Units |
Options Exercise |
-100% |
|
|
-17,007 |
0 |
15 Mar 2026 |
Direct |
| Andrew S. Rachleff |
WLTH |
Common Stock |
Options Exercise |
|
|
|
29,762 |
29,762 |
15 Mar 2026 |
Direct |
| Andrew S. Rachleff |
WLTH |
Restricted Stock Units |
Options Exercise |
-100% |
|
|
-29,762 |
0 |
15 Mar 2026 |
Direct |
| Julien Wetterwald |
WLTH |
Common Stock |
Options Exercise |
12% |
|
|
81,024 |
756,260 |
15 Mar 2026 |
Direct |
| Julien Wetterwald |
WLTH |
Restricted Stock Units |
Options Exercise |
-79.8% |
|
|
-81,024 |
20,525 |
15 Mar 2026 |
Direct |
| Lauren Lin |
WLTH |
Common Stock |
Options Exercise |
35.2% |
|
|
40,626 |
155,897 |
15 Mar 2026 |
Direct |
| Lauren Lin |
WLTH |
Restricted Stock Units |
Options Exercise |
-100% |
|
|
-40,626 |
0 |
15 Mar 2026 |
Direct |
| Kal Iyer |
WLTH |
Common Stock |
Options Exercise |
32.7% |
|
|
71,577 |
290,182 |
15 Mar 2026 |
Direct |
| Kal Iyer |
WLTH |
Restricted Stock Units |
Options Exercise |
-100% |
|
|
-71,577 |
0 |
15 Mar 2026 |
Direct |
| Alan Imberman |
WLTH |
Common Stock |
Options Exercise |
18.6% |
|
|
64,199 |
410,226 |
15 Mar 2026 |
Direct |
| Alan Imberman |
WLTH |
Restricted Stock Units |
Options Exercise |
-28.7% |
|
|
-64,199 |
159,688 |
15 Mar 2026 |
Direct |
| David Fortunato |
WLTH |
Common Stock |
Options Exercise |
13.6% |
|
|
224,875 |
1,876,973 |
15 Mar 2026 |
Direct |
| David Fortunato |
WLTH |
Restricted Stock Units |
Options Exercise |
-100% |
|
|
-224,875 |
0 |
15 Mar 2026 |
Direct |
| Julien Wetterwald |
WLTH |
Common Stock |
Options Exercise |
33.5% |
|
|
169,401 |
675,236 |
23 Dec 2025 |
Direct |
| Julien Wetterwald |
WLTH |
Stock Option (Right to Buy) |
Options Exercise |
-100% |
|
|
-169,401 |
0 |
23 Dec 2025 |
Direct |
| Kal Iyer |
WLTH |
Common Stock |
Options Exercise |
34.3% |
|
|
55,865 |
218,605 |
23 Dec 2025 |
Direct |
| Kal Iyer |
WLTH |
Stock Option (Right to Buy) |
Options Exercise |
-5.52% |
|
|
-55,865 |
956,135 |
23 Dec 2025 |
Direct |
| Alan Imberman |
WLTH |
Common Stock |
Options Exercise |
60.9% |
|
|
130,998 |
346,027 |
22 Dec 2025 |
Direct |
| Alan Imberman |
WLTH |
Stock Option (Right to Buy) |
Options Exercise |
-100% |
|
|
-130,998 |
0 |
22 Dec 2025 |
Direct |
| David Fortunato |
WLTH |
Common Stock |
Options Exercise |
11.4% |
|
|
181,282 |
1,768,240 |
19 Dec 2025 |
Direct |
| David Fortunato |
WLTH |
Stock Option (Right to Buy) |
Options Exercise |
-23.9% |
|
|
-181,282 |
576,135 |
19 Dec 2025 |
Direct |
| David Fortunato |
WLTH |
Common Stock |
Tax liability |
-7.3% |
|
|
-115,872 |
1,470,816 |
15 Dec 2025 |
Direct |
| DAG Ventures Management IV, LLC |
WLTH |
Common Stock |
Conversion of derivative security |
|
|
|
1,598,899 |
1,598,899 |
15 Dec 2025 |
By DAG Ventures IV-A, LLC |
| DAG Ventures Management IV, LLC |
WLTH |
Common Stock |
Conversion of derivative security |
3484% |
|
|
10,738,874 |
11,047,106 |
15 Dec 2025 |
By DAG Ventures IV-QP, L.P. |
| DAG Ventures Management IV, LLC |
WLTH |
Common Stock |
Conversion of derivative security |
3484.5% |
|
|
1,134,899 |
1,167,469 |
15 Dec 2025 |
By DAG Ventures IV, L.P. |
| DAG Ventures Management IV, LLC |
WLTH |
Series G-1 Preferred Stock |
Conversion of derivative security |
-100% |
|
|
-100,699 |
0 |
15 Dec 2025 |
By DAG Ventures IV-A, LLC |
| DAG Ventures Management IV, LLC |
WLTH |
Series G-1 Preferred Stock |
Conversion of derivative security |
-100% |
|
|
-121,432 |
0 |
15 Dec 2025 |
By DAG Ventures IV-QP, L.P. |
| DAG Ventures Management IV, LLC |
WLTH |
Series G-1 Preferred Stock |
Conversion of derivative security |
-100% |
|
|
-12,833 |
0 |
15 Dec 2025 |
By DAG Ventures IV, L.P. |
| DAG Ventures Management IV, LLC |
WLTH |
Series G Preferred Stock |
Conversion of derivative security |
-100% |
|
|
-377,624 |
0 |
15 Dec 2025 |
By DAG Ventures IV-A, LLC |
| DAG Ventures Management IV, LLC |
WLTH |
Series G Preferred Stock |
Conversion of derivative security |
-100% |
|
|
-455,376 |
0 |
15 Dec 2025 |
By DAG Ventures IV-QP, L.P. |
| DAG Ventures Management IV, LLC |
WLTH |
Series G Preferred Stock |
Conversion of derivative security |
-100% |
|
|
-48,124 |
0 |
15 Dec 2025 |
By DAG Ventures IV, L.P. |
| DAG Ventures Management IV, LLC |
WLTH |
Series F Preferred Stock |
Conversion of derivative security |
-100% |
|
|
-440,642 |
0 |
15 Dec 2025 |
By DAG Ventures IV-QP, L.P. |
| DAG Ventures Management IV, LLC |
WLTH |
Series F Preferred Stock |
Conversion of derivative security |
-100% |
|
|
-46,568 |
0 |
15 Dec 2025 |
By DAG Ventures IV, L.P. |
| DAG Ventures Management IV, LLC |
WLTH |
Series E Preferred Stock |
Conversion of derivative security |
-100% |
|
|
-1,267,374 |
0 |
15 Dec 2025 |
By DAG Ventures IV-QP, L.P. |
| DAG Ventures Management IV, LLC |
WLTH |
Series E Preferred Stock |
Conversion of derivative security |
-100% |
|
|
-133,936 |
0 |
15 Dec 2025 |
By DAG Ventures IV, L.P. |
| DAG Ventures Management IV, LLC |
WLTH |
Series D Preferred Stock |
Conversion of derivative security |
-100% |
|
|
-333,176 |
0 |
15 Dec 2025 |
By DAG Ventures IV-A, LLC |