Insider at

04

Insider transactions

05
0 buys (P) 0 sells (S) Net: $0 + 33 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.

DateTickerCodeSharesPriceValue Owned afterΔ ownA/Dvs now
June 30, 2026 WLY M 905 · · 905 Direct -50.00% Disposed (price as of 2026-10-05)
June 30, 2026 WLY M 6,631 · · 0 Direct -100.00% Disposed (price as of 2026-10-05)
June 30, 2026 WLY F 4,168 $48.51 $202,190 13,712 Direct -23.31% Disposed 0.1% (price as of 2026-10-05)
June 30, 2026 WLY M 905 · · 17,880 Direct +5.33% Acquired (price as of 2026-10-05)
June 30, 2026 WLY M 6,631 · · 16,975 Direct +64.10% Acquired (price as of 2026-10-05)
June 25, 2026 WLY A 8,680 · · 8,680 Direct · Acquired (price as of 2026-10-05)
May 27, 2026 WLY A 6,631 · · 6,631 Direct · Acquired (price as of 2026-10-05)
May 27, 2026 WLY A 11,927 · · 11,927 Direct · Acquired (price as of 2026-10-05)
April 30, 2026 WLY M 604 · · 8,924 Direct +7.26% Acquired (price as of 2026-10-05)
April 30, 2026 WLY M 884 · · 9,808 Direct +9.91% Acquired (price as of 2026-10-05)
April 30, 2026 WLY M 1,132 · · 10,940 Direct +11.54% Acquired (price as of 2026-10-05)
April 30, 2026 WLY M 2,007 · · 12,947 Direct +18.35% Acquired (price as of 2026-10-05)
April 30, 2026 WLY F 2,603 $40.93 $106,541 10,344 Direct -20.11% Disposed 18.6% (price as of 2026-10-05)
April 30, 2026 WLY M 604 · · 0 Direct -100.00% Disposed (price as of 2026-10-05)
April 30, 2026 WLY M 884 · · 884 Direct -50.00% Disposed (price as of 2026-10-05)
April 30, 2026 WLY M 1,132 · · 2,264 Direct -33.33% Disposed (price as of 2026-10-05)
April 30, 2026 WLY M 2,007 · · 6,024 Direct -24.99% Disposed (price as of 2026-10-05)
June 30, 2025 WLY M 3,149 · · 0 Direct -100.00% Disposed (price as of 2026-10-05)
June 30, 2025 WLY M 905 · · 1,810 Direct -33.33% Disposed (price as of 2026-10-05)
June 30, 2025 WLY F 1,614 $44.63 $72,033 8,320 Direct -16.25% Disposed 8.8% (price as of 2026-10-05)
June 30, 2025 WLY M 3,149 · · 9,934 Direct +46.41% Acquired (price as of 2026-10-05)
June 30, 2025 WLY M 905 · · 6,785 Direct +15.39% Acquired (price as of 2026-10-05)
June 25, 2025 WLY A 8,031 · · 8,031 Direct · Acquired (price as of 2026-10-05)
May 28, 2025 WLY A 3,149 · · 3,149 Direct · Acquired (price as of 2026-10-05)
April 30, 2025 WLY M 1,132 · · 3,396 Direct -25.00% Disposed (price as of 2026-10-05)
April 30, 2025 WLY M 884 · · 1,768 Direct -33.33% Disposed (price as of 2026-10-05)
April 30, 2025 WLY M 603 · · 604 Direct -49.96% Disposed (price as of 2026-10-05)
April 30, 2025 WLY M 484 · · 0 Direct -100.00% Disposed (price as of 2026-10-05)
April 30, 2025 WLY F 1,278 $43.64 $55,772 5,880 Direct -17.85% Disposed 11.2% (price as of 2026-10-05)
April 30, 2025 WLY M 1,132 · · 7,158 Direct +18.79% Acquired (price as of 2026-10-05)
April 30, 2025 WLY M 884 · · 6,026 Direct +17.19% Acquired (price as of 2026-10-05)
April 30, 2025 WLY M 603 · · 5,142 Direct +13.28% Acquired (price as of 2026-10-05)
April 30, 2025 WLY M 484 · · 4,539 Direct +11.94% Acquired (price as of 2026-10-05)

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.

06
DateTickerSecurityUnderlying Exercise priceExpirationSharesA/D
June 30, 2026 WLY Restricted Stock Units Class A Common (905) · · 905 Disposed
June 30, 2026 WLY Restricted Stock Units Class A Common (6,631) · · 6,631 Disposed
June 25, 2026 WLY Restricted Stock Units Class A Common (8,680) · · 8,680 Acquired
May 27, 2026 WLY Restricted Stock Units Class A Common (6,631) · · 6,631 Acquired
May 27, 2026 WLY Restricted Stock Units Class A Common (11,927) · · 11,927 Acquired
April 30, 2026 WLY Restricted Stock Units Class A Common (604) · · 604 Disposed
April 30, 2026 WLY Restricted Stock Units Class A Common (884) · · 884 Disposed
April 30, 2026 WLY Restricted Stock Units Class A Common (1,132) · · 1,132 Disposed
April 30, 2026 WLY Restricted Stock Units Class A Common (2,007) · · 2,007 Disposed
June 30, 2025 WLY Restricted Stock Units Class A Common (3,149) · · 3,149 Disposed
June 30, 2025 WLY Restricted Stock Units Class A Common (905) · · 905 Disposed
June 25, 2025 WLY Restricted Stock Units Class A Common (8,031) · · 8,031 Acquired
May 28, 2025 WLY Restricted Stock Units Class A Common (3,149) · · 3,149 Acquired
April 30, 2025 WLY Restricted Stock Units Class A Common (1,132) · · 1,132 Disposed
April 30, 2025 WLY Restricted Stock Units Class A Common (884) · · 884 Disposed
April 30, 2025 WLY Restricted Stock Units Class A Common (603) · · 603 Disposed
April 30, 2025 WLY Restricted Stock Units Class A Common (484) · · 484 Disposed

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 7 holdings

07

Securities held when first becoming an insider, per SEC Form 3.

DateTickerSecuritySharesOwnership
Nov. 26, 2024 WLY Class A Common 4,055 Direct
Nov. 26, 2024 WLY Non-Qualified Stock Options (right to buy)→ Class A Common (20,000) 20,000 Direct
Nov. 26, 2024 WLY Restricted Stock Units→ Class A Common (484) 484 Direct
Nov. 26, 2024 WLY Restricted Stock Units→ Class A Common (1,207) 1,207 Direct
Nov. 26, 2024 WLY Restricted Stock Units→ Class A Common (2,652) 2,652 Direct
Nov. 26, 2024 WLY Restricted Stock Units→ Class A Common (2,715) 2,715 Direct
Nov. 26, 2024 WLY Restricted Stock Units→ Class A Common (4,528) 4,528 Direct