Insider at

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Insider transactions

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0 buys (P) 0 sells (S) Net: $0 + 13 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

13 other filings hidden
DateTickerCodeSharesPriceValue Owned afterΔ ownA/Dvs now
April 13, 2018 WLY S 356 $65.65 $23,371 2,021 Direct -14.98% Disposed -27.6% (price as of 2026-10-02)

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.

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DateTickerSecurityUnderlying Exercise priceExpirationSharesA/D
June 20, 2018 WLY Restricted Stock Units Class A Common (2,397) · · 2,397 Acquired
April 30, 2018 WLY Restricted Stock Units Class A Common (590) · · 590 Disposed
April 30, 2018 WLY Restricted Stock Units Class A Common (715) · · 715 Disposed
April 30, 2018 WLY Restricted Stock Units Class A Common (1,259) · · 1,259 Disposed
June 21, 2017 WLY Restricted Stock Units Class A Common (3,817) · · 3,817 Acquired
June 21, 2017 WLY Restricted Stock Units Class A Common (2,863) · · 2,863 Acquired
April 30, 2017 WLY Restricted Stock Units Class A Common (590) · · 590 Disposed

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

Initial ownership (Form 3) 2 holdings

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

DateTickerSecuritySharesOwnership
July 8, 2016 WLY Class A Common [F1] 2,000 Direct
July 8, 2016 WLY Restricted Stock Units→ Class A Common (2,360) 2,360 Direct