Alan Imberman
CIK 2082642 · View on SEC EDGAR ↗
Insider
First SEC filing: Dec. 11, 2025 · Latest: June 17, 2026
On this page
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net:
$0
+ 7 non-open-market transactions below
last 12 months, based on the transactions shown below
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
No open-market trades on record; showing all filings.
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| June 15, 2026 | WLTH | M | 17,763 | — | — | 248,675 Direct | -6.67% | Disposed | (price as of 2026-08-20) |
| June 15, 2026 | WLTH | M | 23,625 | — | — | 236,250 Direct | -9.09% | Disposed | (price as of 2026-08-20) |
| June 15, 2026 | WLTH | M | 22,813 | — | — | 136,875 Direct | -14.29% | Disposed | (price as of 2026-08-20) |
| June 15, 2026 | WLTH | F | 25,264 | $8.80 | $222,323 | 435,907 Direct | -5.48% | Disposed | 3.1% (price as of 2026-08-20) |
| June 15, 2026 | WLTH | M | 17,763 | — | — | 461,171 Direct | +4.01% | Acquired | (price as of 2026-08-20) |
| June 15, 2026 | WLTH | M | 23,625 | — | — | 443,408 Direct | +5.63% | Acquired | (price as of 2026-08-20) |
| June 15, 2026 | WLTH | M | 22,813 | — | — | 419,783 Direct | +5.75% | Acquired | (price as of 2026-08-20) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II)
Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| June 15, 2026 | WLTH | Restricted Stock Units | Common Stock (17,763) | — | — | 17,763 | Disposed |
| June 15, 2026 | WLTH | Restricted Stock Units | Common Stock (23,625) | — | — | 23,625 | Disposed |
| June 15, 2026 | WLTH | Restricted Stock Units | Common Stock (22,813) | — | — | 22,813 | Disposed |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 12 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| Dec. 11, 2025 | WLTH | Common Stock | 79,411 | Direct |
| Dec. 11, 2025 | WLTH | Stock Option (Right to Buy)→ Common Stock (15,000) | 15,000 | Direct |
| Dec. 11, 2025 | WLTH | Stock Option (Right to Buy)→ Common Stock (61,000) | 61,000 | Direct |
| Dec. 11, 2025 | WLTH | Stock Option (Right to Buy)→ Common Stock (160,000) | 160,000 | Direct |
| Dec. 11, 2025 | WLTH | Stock Option (Right to Buy)→ Common Stock (125,000) | 125,000 | Direct |
| Dec. 11, 2025 | WLTH | Stock Option (Right to Buy)→ Common Stock (125,000) | 125,000 | Direct |
| Dec. 11, 2025 | WLTH | Stock Option (Right to Buy)→ Common Stock (13,794) | 13,794 | Direct |
| Dec. 11, 2025 | WLTH | Stock Option (Right to Buy)→ Common Stock (534,585) | 534,585 | Direct |
| Dec. 11, 2025 | WLTH | Restricted Stock Units→ Common Stock (95,785) | 95,785 | Direct |
| Dec. 11, 2025 | WLTH | Restricted Stock Units→ Common Stock (365,000) | 365,000 | Direct |
| Dec. 11, 2025 | WLTH | Restricted Stock Units→ Common Stock (378,000) | 378,000 | Direct |
| Dec. 11, 2025 | WLTH | Restricted Stock Units→ Common Stock (284,200) | 284,200 | Direct |