David Fortunato
CIK 2082564 · 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 | 59,531 | — | — | 654,844 Direct | -8.33% | Disposed | (price as of 2026-08-21) |
| June 15, 2026 | WLTH | M | 79,181 | — | — | 554,269 Direct | -12.50% | Disposed | (price as of 2026-08-21) |
| June 15, 2026 | WLTH | M | 76,462 | — | — | 229,388 Direct | -25.00% | Disposed | (price as of 2026-08-21) |
| June 15, 2026 | WLTH | F | 116,088 | $8.80 | $1,021,574 | 1,895,553 Direct | -5.77% | Disposed | 5.8% (price as of 2026-08-21) |
| June 15, 2026 | WLTH | M | 59,531 | — | — | 2,011,641 Direct | +3.05% | Acquired | (price as of 2026-08-21) |
| June 15, 2026 | WLTH | M | 79,181 | — | — | 1,952,110 Direct | +4.23% | Acquired | (price as of 2026-08-21) |
| June 15, 2026 | WLTH | M | 76,462 | — | — | 1,872,929 Direct | +4.26% | 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 15, 2026 | WLTH | Restricted Stock Units | Common Stock (59,531) | — | — | 59,531 | Disposed |
| June 15, 2026 | WLTH | Restricted Stock Units | Common Stock (79,181) | — | — | 79,181 | Disposed |
| June 15, 2026 | WLTH | Restricted Stock Units | Common Stock (76,462) | — | — | 76,462 | Disposed |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 26 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| Dec. 11, 2025 | WLTH | Common Stock | 140,370 | Direct |
| Dec. 11, 2025 | WLTH | Stock Option (Right to Buy)→ Common Stock (220,000) | 220,000 | Direct |
| Dec. 11, 2025 | WLTH | Stock Option (Right to Buy)→ Common Stock (242,000) | 242,000 | Direct |
| Dec. 11, 2025 | WLTH | Stock Option (Right to Buy)→ Common Stock (186,442) | 186,442 | Direct |
| Dec. 11, 2025 | WLTH | Stock Option (Right to Buy)→ Common Stock (632,000) | 632,000 | Direct |
| Dec. 11, 2025 | WLTH | Stock Option (Right to Buy)→ Common Stock (1,387,030) | 1,387,030 | Direct |
| Dec. 11, 2025 | WLTH | Stock Option (Right to Buy)→ Common Stock (2,900,000) | 2,900,000 | Direct |
| Dec. 11, 2025 | WLTH | Restricted Stock Units→ Common Stock (9,698) | 9,698 | Direct |
| Dec. 11, 2025 | WLTH | Restricted Stock Units→ Common Stock (95,880) | 95,880 | Direct |
| Dec. 11, 2025 | WLTH | Restricted Stock Units→ Common Stock (383,519) | 383,519 | Direct |
| Dec. 11, 2025 | WLTH | Restricted Stock Units→ Common Stock (599,200) | 599,200 | Direct |
| Dec. 11, 2025 | WLTH | Restricted Stock Units→ Common Stock (1,223,400) | 1,223,400 | Direct |
| Dec. 11, 2025 | WLTH | Restricted Stock Units→ Common Stock (253,521) | 253,521 | Direct |
| Dec. 11, 2025 | WLTH | Restricted Stock Units→ Common Stock (1,266,900) | 1,266,900 | Direct |
| Dec. 11, 2025 | WLTH | Restricted Stock Units→ Common Stock (176,560) | 176,560 | Direct |
| Dec. 11, 2025 | WLTH | Restricted Stock Units→ Common Stock (952,500) | 952,500 | Direct |
| Dec. 11, 2025 | WLTH | Restricted Stock Units→ Common Stock (141,600) | 141,600 | Direct |
| Dec. 11, 2025 | WLTH | Stock Option (Right to Buy)→ Common Stock (45,000) | 45,000 | Indirect |
| Dec. 11, 2025 | WLTH | Stock Option (Right to Buy)→ Common Stock (25,000) | 25,000 | Indirect |
| Dec. 11, 2025 | WLTH | Stock Option (Right to Buy)→ Common Stock (40,000) | 40,000 | Indirect |
| Dec. 11, 2025 | WLTH | Stock Option (Right to Buy)→ Common Stock (8,998) | 8,998 | Indirect |
| Dec. 11, 2025 | WLTH | Stock Option (Right to Buy)→ Common Stock (400,000) | 400,000 | Indirect |
| Dec. 11, 2025 | WLTH | Stock Option (Right to Buy)→ Common Stock (106,250) | 106,250 | Indirect |
| Dec. 11, 2025 | WLTH | Stock Option (Right to Buy)→ Common Stock (150,000) | 150,000 | Indirect |
| Dec. 11, 2025 | WLTH | Restricted Stock Units→ Common Stock (143,000) | 143,000 | Indirect |
| Dec. 11, 2025 | WLTH | Restricted Stock Units→ Common Stock (35,919) | 35,919 | Indirect |