Andrew S Rachleff
CIK 1190190 · View on SEC EDGAR ↗
Insider
First SEC filing: Feb. 11, 2005 · Latest: Dec. 11, 2025
On this page
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net:
$0
+ 19 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 23, 2026 | WLTH | A | 19,446 | — | — | 19,446 Direct | — | Acquired | (price as of 2026-08-21) |
| March 15, 2026 | WLTH | M | 29,762 | — | — | 0 Direct | -100.00% | Disposed | (price as of 2026-08-21) |
| March 15, 2026 | WLTH | M | 29,762 | — | — | 29,762 Direct | — | Acquired | (price as of 2026-08-21) |
| Dec. 15, 2025 | WLTH | C | 203,009 | — | — | 0 Indirect | -100.00% | Disposed | (price as of 2026-08-21) |
| Dec. 15, 2025 | WLTH | C | 761,294 | — | — | 0 Indirect | -100.00% | Disposed | (price as of 2026-08-21) |
| Dec. 15, 2025 | WLTH | C | 158,278 | — | — | 0 Indirect | -100.00% | Disposed | (price as of 2026-08-21) |
| Dec. 15, 2025 | WLTH | C | 3,704,406 | — | — | 0 Indirect | -100.00% | Disposed | (price as of 2026-08-21) |
| Dec. 15, 2025 | WLTH | C | 298,160 | — | — | 0 Indirect | -100.00% | Disposed | (price as of 2026-08-21) |
| Dec. 15, 2025 | WLTH | C | 2,832,280 | — | — | 0 Indirect | -100.00% | Disposed | (price as of 2026-08-21) |
| Dec. 15, 2025 | WLTH | C | 1,012,500 | — | — | 0 Indirect | -100.00% | Disposed | (price as of 2026-08-21) |
| Dec. 15, 2025 | WLTH | C | 203,009 | — | — | 16,424,204 Indirect | +1.25% | Acquired | (price as of 2026-08-21) |
| Dec. 15, 2025 | WLTH | C | 761,294 | — | — | 16,221,195 Indirect | +4.92% | Acquired | (price as of 2026-08-21) |
| Dec. 15, 2025 | WLTH | C | 158,278 | — | — | 15,459,901 Indirect | +1.03% | Acquired | (price as of 2026-08-21) |
| Dec. 15, 2025 | WLTH | C | 3,704,406 | — | — | 15,301,623 Indirect | +31.94% | Acquired | (price as of 2026-08-21) |
| Dec. 15, 2025 | WLTH | C | 298,160 | — | — | 11,597,217 Indirect | +2.64% | Acquired | (price as of 2026-08-21) |
| Dec. 15, 2025 | WLTH | C | 2,832,280 | — | — | 11,299,057 Indirect | +33.45% | Acquired | (price as of 2026-08-21) |
| Dec. 15, 2025 | WLTH | C | 1,012,500 | — | — | 8,466,777 Indirect | +13.58% | Acquired | (price as of 2026-08-21) |
| June 2, 2005 | EQIX | A | 2,500 | — | — | 2,500 Direct | — | Acquired | (price as of 2026-08-21) |
| Nov. 17, 2004 | EQIX | J | 1,256 | — | — | 5,080 Indirect | +32.85% | Acquired | (price as of 2026-08-21) |
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 23, 2026 | WLTH | Restricted Stock Units | Common Stock (19,446) | — | — | 19,446 | Acquired |
| March 15, 2026 | WLTH | Restricted Stock Units | Common Stock (29,762) | — | — | 29,762 | Disposed |
| Dec. 15, 2025 | WLTH | Series G-1 Preferred Stock | Common Stock (203,009) | — | — | 203,009 | Disposed |
| Dec. 15, 2025 | WLTH | Series G Preferred Stock | Common Stock (761,294) | — | — | 761,294 | Disposed |
| Dec. 15, 2025 | WLTH | Series E Preferred Stock | Common Stock (158,278) | — | — | 158,278 | Disposed |
| Dec. 15, 2025 | WLTH | Series D Preferred Stock | Common Stock (3,704,406) | — | — | 3,704,406 | Disposed |
| Dec. 15, 2025 | WLTH | Series C Preferred Stock | Common Stock (298,160) | — | — | 298,160 | Disposed |
| Dec. 15, 2025 | WLTH | Series B Preferred Stock | Common Stock (2,832,280) | — | — | 2,832,280 | Disposed |
| Dec. 15, 2025 | WLTH | Series A Preferred Stock | Common Stock (1,012,500) | — | — | 1,012,500 | Disposed |
| June 2, 2005 | EQIX | Stock Option (Right to Buy) | Common Stock (2,500) | $38.76 | June 2, 2015 | 2,500 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 11 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| Dec. 11, 2025 | WLTH | Common Stock | 403,225 | Indirect |
| Dec. 11, 2025 | WLTH | Common Stock | 403,225 | Indirect |
| Dec. 11, 2025 | WLTH | Common Stock | 7,454,277 | Indirect |
| Dec. 11, 2025 | WLTH | Series A Preferred Stock→ Common Stock (1,012,500) | 1,012,500 | Indirect |
| Dec. 11, 2025 | WLTH | Series B Preferred Stock→ Common Stock (2,832,280) | 2,832,280 | Indirect |
| Dec. 11, 2025 | WLTH | Series C Preferred Stock→ Common Stock (298,160) | 298,160 | Indirect |
| Dec. 11, 2025 | WLTH | Series D Preferred Stock→ Common Stock (3,704,406) | 3,704,406 | Indirect |
| Dec. 11, 2025 | WLTH | Series E Preferred Stock→ Common Stock (158,278) | 158,278 | Indirect |
| Dec. 11, 2025 | WLTH | Series G Preferred Stock→ Common Stock (761,294) | 761,294 | Indirect |
| Dec. 11, 2025 | WLTH | Series G-1 Preferred Stock→ Common Stock (203,009) | 203,009 | Indirect |
| Dec. 11, 2025 | WLTH | Restricted Stock Units→ Common Stock (29,762) | 29,762 | Direct |