Insider at

04

Insider transactions

05
0 buys (P) 0 sells (S) Net: $0 + 81 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, 2023 WLY M 60,637 · · 0 Direct -100.00% Disposed (price as of 2026-10-02)
June 30, 2023 WLY F 25,288 $34.03 $860,551 183,525 Direct -12.11% Disposed 39.6% (price as of 2026-10-02)
June 30, 2023 WLY M 60,637 · · 208,813 Direct +40.92% Acquired (price as of 2026-10-02)
May 1, 2023 WLY M 7,771 · · 23,313 Direct -25.00% Disposed (price as of 2026-10-02)
May 1, 2023 WLY M 5,916 · · 11,833 Direct -33.33% Disposed (price as of 2026-10-02)
May 1, 2023 WLY M 8,424 · · 8,425 Direct -50.00% Disposed (price as of 2026-10-02)
May 1, 2023 WLY M 7,220 · · 0 Direct -100.00% Disposed (price as of 2026-10-02)
May 1, 2023 WLY F 10,440 $38.21 $398,912 148,176 Direct -6.58% Disposed 24.3% (price as of 2026-10-02)
May 1, 2023 WLY M 7,771 · · 158,616 Direct +5.15% Acquired (price as of 2026-10-02)
May 1, 2023 WLY M 5,916 · · 150,845 Direct +4.08% Acquired (price as of 2026-10-02)
May 1, 2023 WLY M 8,424 · · 144,929 Direct +6.17% Acquired (price as of 2026-10-02)
May 1, 2023 WLY M 7,220 · · 136,505 Direct +5.58% Acquired (price as of 2026-10-02)
June 30, 2022 WLY M 35,953 · · 147,675 Direct +32.18% Acquired (price as of 2026-10-02)
June 30, 2022 WLY F 18,390 $47.76 $878,306 129,285 Direct -12.45% Disposed -0.5% (price as of 2026-10-02)
June 30, 2022 WLY M 35,953 · · 133,539 Direct -21.21% Disposed (price as of 2026-10-02)
June 22, 2022 WLY A 31,084 · · 169,492 Direct +22.46% Acquired (price as of 2026-10-02)
June 1, 2022 WLY A 35,953 · · 138,408 Direct +35.09% Acquired (price as of 2026-10-02)
May 2, 2022 WLY M 8,424 · · 103,933 Direct +8.82% Acquired (price as of 2026-10-02)
May 2, 2022 WLY M 7,219 · · 111,152 Direct +6.95% Acquired (price as of 2026-10-02)
May 2, 2022 WLY M 5,916 · · 117,068 Direct +5.32% Acquired (price as of 2026-10-02)
May 2, 2022 WLY M 4,358 · · 121,426 Direct +3.72% Acquired (price as of 2026-10-02)
May 2, 2022 WLY F 9,704 $50.15 $486,656 111,722 Direct -7.99% Disposed -5.3% (price as of 2026-10-02)
May 2, 2022 WLY M 4,358 · · 104,642 Direct -4.00% Disposed (price as of 2026-10-02)
May 2, 2022 WLY M 5,916 · · 98,726 Direct -5.65% Disposed (price as of 2026-10-02)
May 2, 2022 WLY M 7,219 · · 91,507 Direct -7.31% Disposed (price as of 2026-10-02)
May 2, 2022 WLY M 8,424 · · 83,083 Direct -9.21% Disposed (price as of 2026-10-02)
May 2, 2022 WLY M 8,424 · · 103,933 Direct +8.82% Acquired (price as of 2026-10-02)
May 2, 2022 WLY M 7,219 · · 111,152 Direct +6.95% Acquired (price as of 2026-10-02)
May 2, 2022 WLY M 5,916 · · 117,068 Direct +5.32% Acquired (price as of 2026-10-02)
May 2, 2022 WLY M 4,358 · · 121,426 Direct +3.72% Acquired (price as of 2026-10-02)
May 2, 2022 WLY F 9,704 $50.15 $486,656 111,722 Direct -7.99% Disposed -5.3% (price as of 2026-10-02)
May 2, 2022 WLY M 4,358 · · 104,642 Direct -4.00% Disposed (price as of 2026-10-02)
May 2, 2022 WLY M 5,916 · · 98,726 Direct -5.65% Disposed (price as of 2026-10-02)
May 2, 2022 WLY M 7,219 · · 91,507 Direct -7.31% Disposed (price as of 2026-10-02)
May 2, 2022 WLY M 8,424 · · 83,083 Direct -9.21% Disposed (price as of 2026-10-02)
June 30, 2021 WLY M 24,698 · · 108,143 Direct +29.60% Acquired (price as of 2026-10-02)
June 30, 2021 WLY F 12,634 $60.18 $760,314 95,509 Direct -11.68% Disposed -21.1% (price as of 2026-10-02)
June 30, 2021 WLY M 24,698 · · 19,372 Direct -56.04% Disposed (price as of 2026-10-02)
June 24, 2021 WLY A 20,000 · · 20,000 Direct · Acquired (price as of 2026-10-02)
June 24, 2021 WLY A 23,665 · · 109,000 Direct +27.73% Acquired (price as of 2026-10-02)
June 2, 2021 WLY A 60,637 · · 60,637 Direct · Acquired (price as of 2026-10-02)
June 2, 2021 WLY A 24,698 · · 85,335 Direct +40.73% Acquired (price as of 2026-10-02)
April 30, 2021 WLY M 8,424 · · 76,401 Direct +12.39% Acquired (price as of 2026-10-02)
April 30, 2021 WLY M 7,220 · · 83,621 Direct +9.45% Acquired (price as of 2026-10-02)
April 30, 2021 WLY M 5,153 · · 88,774 Direct +6.16% Acquired (price as of 2026-10-02)
April 30, 2021 WLY M 4,358 · · 93,132 Direct +4.91% Acquired (price as of 2026-10-02)
April 30, 2021 WLY F 9,687 $56.94 $551,578 83,445 Direct -10.40% Disposed -16.6% (price as of 2026-10-02)
April 30, 2021 WLY M 4,358 · · 64,867 Direct -6.30% Disposed (price as of 2026-10-02)
April 30, 2021 WLY M 5,153 · · 59,714 Direct -7.94% Disposed (price as of 2026-10-02)
April 30, 2021 WLY M 7,220 · · 52,494 Direct -12.09% Disposed (price as of 2026-10-02)
April 30, 2021 WLY M 8,424 · · 44,070 Direct -16.05% Disposed (price as of 2026-10-02)
June 30, 2020 WLY M 22,260 · · 77,493 Direct +40.30% Acquired (price as of 2026-10-02)
June 30, 2020 WLY F 9,516 $39.00 $371,124 67,977 Direct -12.28% Disposed 21.8% (price as of 2026-10-02)
June 30, 2020 WLY M 22,260 · · 69,225 Direct -24.33% Disposed (price as of 2026-10-02)
June 26, 2020 WLY A 33,697 · · 91,485 Direct +58.31% Acquired (price as of 2026-10-02)
June 1, 2020 WLY A 22,260 · · 57,788 Direct +62.65% Acquired (price as of 2026-10-02)
April 30, 2020 WLY M 7,219 · · 51,407 Direct +16.34% Acquired (price as of 2026-10-02)
April 30, 2020 WLY M 5,153 · · 56,560 Direct +10.02% Acquired (price as of 2026-10-02)
April 30, 2020 WLY M 4,358 · · 60,918 Direct +7.71% Acquired (price as of 2026-10-02)
April 30, 2020 WLY F 5,685 $37.55 $213,472 55,233 Direct -9.33% Disposed 26.5% (price as of 2026-10-02)
April 30, 2020 WLY M 4,358 · · 47,900 Direct -8.34% Disposed (price as of 2026-10-02)
April 30, 2020 WLY M 5,153 · · 42,747 Direct -10.76% Disposed (price as of 2026-10-02)
April 30, 2020 WLY M 7,219 · · 35,528 Direct -16.89% Disposed (price as of 2026-10-02)
Dec. 4, 2019 WLY M 33,813 · · 60,747 Direct +125.54% Acquired (price as of 2026-10-02)
Dec. 4, 2019 WLY F 16,559 $48.23 $798,641 44,188 Direct -27.26% Disposed -1.5% (price as of 2026-10-02)
Dec. 4, 2019 WLY M 33,813 · · 52,258 Direct -39.29% Disposed (price as of 2026-10-02)
June 27, 2019 WLY A 28,878 · · 86,071 Direct +50.49% Acquired (price as of 2026-10-02)
April 30, 2019 WLY M 5,153 · · 25,808 Direct +24.95% Acquired (price as of 2026-10-02)
April 30, 2019 WLY M 4,358 · · 30,166 Direct +16.89% Acquired (price as of 2026-10-02)
April 30, 2019 WLY F 3,232 $46.18 $149,254 26,934 Direct -10.71% Disposed 2.9% (price as of 2026-10-02)
April 30, 2019 WLY M 4,358 · · 62,346 Direct -6.53% Disposed (price as of 2026-10-02)
April 30, 2019 WLY M 5,153 · · 57,193 Direct -8.27% Disposed (price as of 2026-10-02)
Dec. 4, 2018 WLY M 33,812 · · 37,213 Direct +994.18% Acquired (price as of 2026-10-02)
Dec. 4, 2018 WLY F 16,558 $53.99 $893,966 20,655 Direct -44.50% Disposed -12.0% (price as of 2026-10-02)
Dec. 4, 2018 WLY M 33,812 · · 66,704 Direct -33.64% Disposed (price as of 2026-10-02)
June 20, 2018 WLY A 17,432 · · 100,516 Direct +20.98% Acquired (price as of 2026-10-02)
April 30, 2018 WLY M 5,152 · · 5,152 Direct · Acquired (price as of 2026-10-02)
April 30, 2018 WLY F 1,751 $65.95 $115,478 3,401 Direct -33.99% Disposed -28.0% (price as of 2026-10-02)
April 30, 2018 WLY M 5,152 · · 83,084 Direct -5.84% Disposed (price as of 2026-10-02)
Dec. 4, 2017 WLY A 67,625 · · 67,625 Direct · Acquired (price as of 2026-10-02)
Dec. 4, 2017 WLY A 20,611 · · 88,236 Direct +30.48% Acquired (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.

06
DateTickerSecurityUnderlying Exercise priceExpirationSharesA/D
June 30, 2023 WLY Restricted Stock Units Class A Common (60,637) · · 60,637 Disposed
May 1, 2023 WLY Restricted Stock Units Class A Common (7,771) · · 7,771 Disposed
May 1, 2023 WLY Restricted Stock Units Class A Common (5,916) · · 5,916 Disposed
May 1, 2023 WLY Restricted Stock Units Class A Common (8,424) · · 8,424 Disposed
May 1, 2023 WLY Restricted Stock Units Class A Common (7,220) · · 7,220 Disposed
June 30, 2022 WLY Restricted Stock Units Class A Common (35,953) $0.00 · 35,953 Disposed
June 22, 2022 WLY Restricted Stock Units Class A Common (31,084) · · 31,084 Acquired
June 1, 2022 WLY Restricted Stock Units Class A Common (35,953) $0.00 · 35,953 Acquired
May 2, 2022 WLY Restricted Stock Units Class A Common (4,358) · · 4,358 Disposed
May 2, 2022 WLY Restricted Stock Units Class A Common (5,916) · · 5,916 Disposed
May 2, 2022 WLY Restricted Stock Units Class A Common (7,219) · · 7,219 Disposed
May 2, 2022 WLY Restricted Stock Units Class A Common (8,424) · · 8,424 Disposed
May 2, 2022 WLY Restricted Stock Units Class A Common (4,358) · · 4,358 Disposed
May 2, 2022 WLY Restricted Stock Units Class A Common (5,916) · · 5,916 Disposed
May 2, 2022 WLY Restricted Stock Units Class A Common (7,219) · · 7,219 Disposed
May 2, 2022 WLY Restricted Stock Units Class A Common (8,424) · · 8,424 Disposed
June 30, 2021 WLY Restricted Stock Units Class A Common (24,698) · · 24,698 Disposed
June 24, 2021 WLY Non-Qualified Stock Options Class A Common (20,000) · June 23, 2031 20,000 Acquired
June 24, 2021 WLY Restricted Stock Units Class A Common (23,665) $0.00 · 23,665 Acquired
June 2, 2021 WLY Restricted Stock Units Class A Common (60,637) $0.00 · 60,637 Acquired
June 2, 2021 WLY Restricted Stock Units Class A Common (24,698) $0.00 · 24,698 Acquired
April 30, 2021 WLY Restricted Stock Units Class A Common (4,358) · · 4,358 Disposed
April 30, 2021 WLY Restricted Stock Units Class A Common (5,153) · · 5,153 Disposed
April 30, 2021 WLY Restricted Stock Units Class A Common (7,220) · · 7,220 Disposed
April 30, 2021 WLY Restricted Stock Units Class A Common (8,424) · · 8,424 Disposed
June 30, 2020 WLY Restricted Stock Units Class A Common (22,260) · · 22,260 Disposed
June 26, 2020 WLY Restricted Stock Units Class A Common (33,697) · · 33,697 Acquired
June 1, 2020 WLY Restricted Stock Units Class A Common (22,260) · · 22,260 Acquired
April 30, 2020 WLY Restricted Stock Units Class A Common (4,358) · · 4,358 Disposed
April 30, 2020 WLY Restricted Stock Units Class A Common (5,153) · · 5,153 Disposed
April 30, 2020 WLY Restricted Stock Units Class A Common (7,219) · · 7,219 Disposed
Dec. 4, 2019 WLY Restricted Stock Units Class A Common (33,813) · · 33,813 Disposed
June 27, 2019 WLY Restricted Stock Units Class A Common (28,878) · · 28,878 Acquired
April 30, 2019 WLY Restricted Stock Units Class A Common (4,358) · · 4,358 Disposed
April 30, 2019 WLY Restricted Stock Units Class A Common (5,153) · · 5,153 Disposed
Dec. 4, 2018 WLY Restricted Stock Units Class A Common (33,812) · · 33,812 Disposed
June 20, 2018 WLY Restricted Stock Units Class A Common (17,432) · · 17,432 Acquired
April 30, 2018 WLY Restricted Stock Units Class A Common (5,152) · · 5,152 Disposed
Dec. 4, 2017 WLY Restricted Stock Units Class A Common (67,625) · · 67,625 Acquired
Dec. 4, 2017 WLY Restricted Stock Units Class A Common (20,611) · · 20,611 Acquired

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

Compensation (DEF 14A)

08

Matched by name from proxy statements (DEF 14A) — verify against the filing.

WLY

Fiscal yearSalaryBonusStock awards Option awardsNon-equity incentivePension changeOtherTotal
2024 · · $2,113 · $126 · $1,955 $4,496
2023 · · $2,688 · $602 $11 $129 $4,377

Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.