Insider at

04

Insider transactions

05
0 buys (P) 0 sells (S) Net: $0 + 100 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 14,171 · · 0 Direct -100.00% Disposed (price as of 2026-10-05)
June 30, 2026 WLY F 6,479 $48.51 $314,296 36,372 Direct -15.12% Disposed 0.4% (price as of 2026-10-05)
June 30, 2026 WLY M 14,171 · · 42,851 Direct +49.41% Acquired (price as of 2026-10-05)
June 25, 2026 WLY A 6,443 · · 6,443 Direct · Acquired (price as of 2026-10-05)
May 27, 2026 WLY A 14,171 · · 14,171 Direct · Acquired (price as of 2026-10-05)
May 27, 2026 WLY A 10,223 · · 10,223 Direct · Acquired (price as of 2026-10-05)
April 30, 2026 WLY M 1,160 · · 26,303 Direct +4.61% Acquired (price as of 2026-10-05)
April 30, 2026 WLY M 1,889 · · 28,192 Direct +7.18% Acquired (price as of 2026-10-05)
April 30, 2026 WLY M 1,815 · · 30,007 Direct +6.44% Acquired (price as of 2026-10-05)
April 30, 2026 WLY M 1,721 · · 31,728 Direct +5.74% Acquired (price as of 2026-10-05)
April 30, 2026 WLY F 3,048 $40.93 $124,755 28,680 Direct -9.61% Disposed 19.0% (price as of 2026-10-05)
April 30, 2026 WLY M 1,160 · · 0 Direct -100.00% Disposed (price as of 2026-10-05)
April 30, 2026 WLY M 1,889 · · 1,889 Direct -50.00% Disposed (price as of 2026-10-05)
April 30, 2026 WLY M 1,815 · · 3,630 Direct -33.33% Disposed (price as of 2026-10-05)
April 30, 2026 WLY M 1,721 · · 5,163 Direct -25.00% Disposed (price as of 2026-10-05)
July 24, 2025 WLY A 223 $39.63 $8,837 25,143 Direct +0.89% Acquired 22.9% (price as of 2026-10-05)
June 30, 2025 WLY M 6,052 · · 0 Direct -100.00% Disposed (price as of 2026-10-05)
June 30, 2025 WLY F 2,768 $44.63 $123,536 24,920 Direct -10.00% Disposed 9.1% (price as of 2026-10-05)
June 30, 2025 WLY M 6,052 · · 27,688 Direct +27.97% Acquired (price as of 2026-10-05)
June 25, 2025 WLY A 6,884 · · 6,884 Direct · Acquired (price as of 2026-10-05)
May 28, 2025 WLY A 6,052 · · 6,052 Direct · Acquired (price as of 2026-10-05)
April 30, 2025 WLY M 1,815 · · 5,445 Direct -25.00% Disposed (price as of 2026-10-05)
April 30, 2025 WLY M 1,889 · · 3,778 Direct -33.33% Disposed (price as of 2026-10-05)
April 30, 2025 WLY M 1,159 · · 1,160 Direct -49.98% Disposed (price as of 2026-10-05)
April 30, 2025 WLY M 843 · · 0 Direct -100.00% Disposed (price as of 2026-10-05)
April 30, 2025 WLY F 2,627 $43.64 $114,642 21,636 Direct -10.83% Disposed 11.6% (price as of 2026-10-05)
April 30, 2025 WLY M 1,815 · · 24,263 Direct +8.09% Acquired (price as of 2026-10-05)
April 30, 2025 WLY M 1,889 · · 22,448 Direct +9.19% Acquired (price as of 2026-10-05)
April 30, 2025 WLY M 1,159 · · 20,559 Direct +5.97% Acquired (price as of 2026-10-05)
April 30, 2025 WLY M 843 · · 19,400 Direct +4.54% Acquired (price as of 2026-10-05)
July 1, 2024 WLY M 4,295 · · 0 Direct -100.00% Disposed (price as of 2026-10-05)
July 1, 2024 WLY F 1,966 $40.69 $79,997 18,557 Direct -9.58% Disposed 19.7% (price as of 2026-10-05)
July 1, 2024 WLY M 4,295 · · 20,523 Direct +26.47% Acquired (price as of 2026-10-05)
June 26, 2024 WLY A 7,260 · · 7,260 Direct · Acquired (price as of 2026-10-05)
May 29, 2024 WLY A 4,295 · · 4,295 Direct · Acquired (price as of 2026-10-05)
April 30, 2024 WLY M 1,889 · · 5,667 Direct -25.00% Disposed (price as of 2026-10-05)
April 30, 2024 WLY M 1,160 · · 2,319 Direct -33.34% Disposed (price as of 2026-10-05)
April 30, 2024 WLY M 842 · · 843 Direct -49.97% Disposed (price as of 2026-10-05)
April 30, 2024 WLY M 991 · · 0 Direct -100.00% Disposed (price as of 2026-10-05)
April 30, 2024 WLY F 2,286 $37.57 $85,885 16,228 Direct -12.35% Disposed 29.6% (price as of 2026-10-05)
April 30, 2024 WLY M 1,889 · · 18,514 Direct +11.36% Acquired (price as of 2026-10-05)
April 30, 2024 WLY M 1,160 · · 16,625 Direct +7.50% Acquired (price as of 2026-10-05)
April 30, 2024 WLY M 842 · · 15,465 Direct +5.76% Acquired (price as of 2026-10-05)
April 30, 2024 WLY M 991 · · 14,623 Direct +7.27% Acquired (price as of 2026-10-05)
April 25, 2024 WLY A 124 $38.14 $4,729 13,632 Direct +0.92% Acquired 27.7% (price as of 2026-10-05)
Jan. 11, 2024 WLY A 149 $31.48 $4,691 13,508 Direct +1.12% Acquired 54.7% (price as of 2026-10-05)
Nov. 2, 2023 WLY A 20,000 · · 20,000 Direct · Acquired (price as of 2026-10-05)
Oct. 25, 2023 WLY A 150 $30.76 $4,614 13,359 Direct +1.14% Acquired 58.3% (price as of 2026-10-05)
July 20, 2023 WLY A 81 $34.77 $2,816 13,209 Direct +0.62% Acquired 40.0% (price as of 2026-10-05)
June 30, 2023 WLY M 7,134 · · 0 Direct -100.00% Disposed (price as of 2026-10-05)
June 30, 2023 WLY F 2,192 $34.03 $74,594 13,128 Direct -14.31% Disposed 43.1% (price as of 2026-10-05)
June 30, 2023 WLY M 7,134 · · 15,320 Direct +87.15% Acquired (price as of 2026-10-05)
June 23, 2023 WLY A 7,556 · · 7,556 Direct · Acquired (price as of 2026-10-05)
May 1, 2023 WLY M 1,159 · · 3,479 Direct -24.99% Disposed (price as of 2026-10-05)
May 1, 2023 WLY M 842 · · 1,685 Direct -33.32% Disposed (price as of 2026-10-05)
May 1, 2023 WLY M 991 · · 991 Direct -50.00% Disposed (price as of 2026-10-05)
May 1, 2023 WLY M 118 · · 0 Direct -100.00% Disposed (price as of 2026-10-05)
May 1, 2023 WLY F 970 $38.21 $37,064 8,186 Direct -10.59% Disposed 27.4% (price as of 2026-10-05)
May 1, 2023 WLY M 1,159 · · 9,156 Direct +14.49% Acquired (price as of 2026-10-05)
May 1, 2023 WLY M 842 · · 7,997 Direct +11.77% Acquired (price as of 2026-10-05)
May 1, 2023 WLY M 991 · · 7,155 Direct +16.08% Acquired (price as of 2026-10-05)
May 1, 2023 WLY M 118 · · 6,164 Direct +1.95% Acquired (price as of 2026-10-05)
June 30, 2022 WLY M 584 · · 5,892 Direct +11.00% Acquired (price as of 2026-10-05)
June 30, 2022 WLY F 180 $47.76 $8,597 5,712 Direct -3.05% Disposed 1.9% (price as of 2026-10-05)
June 30, 2022 WLY M 584 · · 16,399 Direct -3.44% Disposed (price as of 2026-10-05)
June 22, 2022 WLY A 4,638 · · 16,983 Direct +37.57% Acquired (price as of 2026-10-05)
June 1, 2022 WLY A 584 · · 12,345 Direct +4.97% Acquired (price as of 2026-10-05)
May 2, 2022 WLY M 991 · · 4,929 Direct +25.17% Acquired (price as of 2026-10-05)
May 2, 2022 WLY M 842 · · 5,771 Direct +17.08% Acquired (price as of 2026-10-05)
May 2, 2022 WLY M 117 · · 5,888 Direct +2.03% Acquired (price as of 2026-10-05)
May 2, 2022 WLY M 88 · · 5,976 Direct +1.49% Acquired (price as of 2026-10-05)
May 2, 2022 WLY F 668 $50.15 $33,500 5,308 Direct -11.18% Disposed -2.9% (price as of 2026-10-05)
May 2, 2022 WLY M 842 · · 12,634 Direct -6.25% Disposed (price as of 2026-10-05)
May 2, 2022 WLY M 991 · · 11,643 Direct -7.84% Disposed (price as of 2026-10-05)
May 2, 2022 WLY M 88 · · 0 Direct -100.00% Disposed (price as of 2026-10-05)
May 2, 2022 WLY M 117 · · 118 Direct -49.79% Disposed (price as of 2026-10-05)
June 30, 2021 WLY M 494 · · 4,090 Direct +13.74% Acquired (price as of 2026-10-05)
June 30, 2021 WLY F 152 $60.18 $9,147 3,938 Direct -3.72% Disposed -19.1% (price as of 2026-10-05)
June 30, 2021 WLY M 494 · · 13,476 Direct -3.54% Disposed (price as of 2026-10-05)
June 24, 2021 WLY A 20,000 · · 20,000 Direct · Acquired (price as of 2026-10-05)
June 24, 2021 WLY A 3,369 · · 13,970 Direct +31.78% Acquired (price as of 2026-10-05)
June 2, 2021 WLY A 7,134 · · 10,107 Direct +239.96% Acquired (price as of 2026-10-05)
June 2, 2021 WLY A 494 · · 10,601 Direct +4.89% Acquired (price as of 2026-10-05)
April 30, 2021 WLY M 991 · · 3,730 Direct +36.18% Acquired (price as of 2026-10-05)
April 30, 2021 WLY M 117 · · 3,847 Direct +3.14% Acquired (price as of 2026-10-05)
April 30, 2021 WLY M 96 · · 3,943 Direct +2.50% Acquired (price as of 2026-10-05)
April 30, 2021 WLY M 87 · · 4,030 Direct +2.21% Acquired (price as of 2026-10-05)
April 30, 2021 WLY F 434 $56.94 $24,712 3,596 Direct -10.77% Disposed -14.5% (price as of 2026-10-05)
April 30, 2021 WLY M 991 · · 2,973 Direct -25.00% Disposed (price as of 2026-10-05)
April 30, 2021 WLY M 87 · · 88 Direct -49.71% Disposed (price as of 2026-10-05)
April 30, 2021 WLY M 96 · · 0 Direct -100.00% Disposed (price as of 2026-10-05)
April 30, 2021 WLY M 117 · · 235 Direct -33.24% Disposed (price as of 2026-10-05)
June 30, 2020 WLY M 413 · · 2,863 Direct +16.86% Acquired (price as of 2026-10-05)
June 30, 2020 WLY F 124 $39.00 $4,836 2,739 Direct -4.33% Disposed 24.8% (price as of 2026-10-05)
June 30, 2020 WLY M 413 · · 3,964 Direct -9.44% Disposed (price as of 2026-10-05)
June 26, 2020 WLY A 3,964 · · 4,377 Direct +959.81% Acquired (price as of 2026-10-05)
June 1, 2020 WLY A 413 · · 413 Direct · Acquired (price as of 2026-10-05)
April 30, 2020 WLY M 278 · · 2,287 Direct +13.84% Acquired (price as of 2026-10-05)
April 30, 2020 WLY M 118 · · 2,405 Direct +5.16% Acquired (price as of 2026-10-05)
April 30, 2020 WLY M 117 · · 2,522 Direct +4.86% Acquired (price as of 2026-10-05)

Showing latest 100 of 108 transactions

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 (14,171) · · 14,171 Disposed
June 25, 2026 WLY Restricted Stock Units Class A Common (6,443) · · 6,443 Acquired
May 27, 2026 WLY Restricted Stock Units Class A Common (14,171) · · 14,171 Acquired
May 27, 2026 WLY Restricted Stock Units Class A Common (10,223) · · 10,223 Acquired
April 30, 2026 WLY Restricted Stock Units Class A Common (1,160) · · 1,160 Disposed
April 30, 2026 WLY Restricted Stock Units Class A Common (1,889) · · 1,889 Disposed
April 30, 2026 WLY Restricted Stock Units Class A Common (1,815) · · 1,815 Disposed
April 30, 2026 WLY Restricted Stock Units Class A Common (1,721) · · 1,721 Disposed
June 30, 2025 WLY Restricted Stock Units Class A Common (6,052) · · 6,052 Disposed
June 25, 2025 WLY Restricted Stock Units Class A Common (6,884) · · 6,884 Acquired
May 28, 2025 WLY Restricted Stock Units Class A Common (6,052) · · 6,052 Acquired
April 30, 2025 WLY Restricted Stock Units Class A Common (1,815) · · 1,815 Disposed
April 30, 2025 WLY Restricted Stock Units Class A Common (1,889) · · 1,889 Disposed
April 30, 2025 WLY Restricted Stock Units Class A Common (1,159) · · 1,159 Disposed
April 30, 2025 WLY Restricted Stock Units Class A Common (843) · · 843 Disposed
July 1, 2024 WLY Restricted Stock Units Class A Common (4,295) · · 4,295 Disposed
June 26, 2024 WLY Restricted Stock Units Class A Common (7,260) · · 7,260 Acquired
May 29, 2024 WLY Restricted Stock Units Class A Common (4,295) · · 4,295 Acquired
April 30, 2024 WLY Restricted Stock Units Class A Common (1,889) · · 1,889 Disposed
April 30, 2024 WLY Restricted Stock Units Class A Common (1,160) · · 1,160 Disposed
April 30, 2024 WLY Restricted Stock Units Class A Common (842) · · 842 Disposed
April 30, 2024 WLY Restricted Stock Units Class A Common (991) · · 991 Disposed
Nov. 2, 2023 WLY Non-Qualified Stock Options (right to buy) Class A Common (20,000) · Nov. 2, 2033 20,000 Acquired
June 30, 2023 WLY Restricted Stock Units Class A Common (7,134) · · 7,134 Disposed
June 23, 2023 WLY Restricted Stock Units Class A Common (7,556) · · 7,556 Acquired
May 1, 2023 WLY Restricted Stock Units Class A Common (1,159) · · 1,159 Disposed
May 1, 2023 WLY Restricted Stock Units Class A Common (842) · · 842 Disposed
May 1, 2023 WLY Restricted Stock Units Class A Common (991) · · 991 Disposed
May 1, 2023 WLY Restricted Stock Units Class A Common (118) · · 118 Disposed
June 30, 2022 WLY Restricted Stock Units Class A Common (584) $0.00 · 584 Disposed
June 22, 2022 WLY Restricted Stock Units Class A Common (4,638) · · 4,638 Acquired
June 1, 2022 WLY Restricted Stock Units Class A Common (584) $0.00 · 584 Acquired
May 2, 2022 WLY Restricted Stock Units Class A Common (842) · · 842 Disposed
May 2, 2022 WLY Restricted Stock Units Class A Common (991) · · 991 Disposed
May 2, 2022 WLY Restricted Stock Units Class A Common (88) · June 20, 2028 88 Disposed
May 2, 2022 WLY Restricted Stock Units Class A Common (117) · June 27, 2029 117 Disposed
June 30, 2021 WLY Restricted Stock Units Class A Common (494) $0.00 · 494 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 (3,369) $0.00 · 3,369 Acquired
June 2, 2021 WLY Restricted Stock Units Class A Common (7,134) $0.00 · 7,134 Acquired
June 2, 2021 WLY Restricted Stock Units Class A Common (494) $0.00 · 494 Acquired
April 30, 2021 WLY Restricted Stock Units Class A Common (991) $0.00 · 991 Disposed
April 30, 2021 WLY Restricted Stock Units Class A Common (87) $0.00 June 20, 2028 87 Disposed
April 30, 2021 WLY Restricted Stock Units Class A Common (96) $0.00 June 21, 2027 96 Disposed
April 30, 2021 WLY Restricted Stock Units Class A Common (117) $0.00 June 27, 2029 117 Disposed
June 30, 2020 WLY Restricted Stock Units Class A Common (413) $0.00 · 413 Disposed
June 26, 2020 WLY Restricted Stock Units Class A Common (3,964) $0.00 · 3,964 Acquired
June 1, 2020 WLY Restricted Stock Units Class A Common (413) $0.00 · 413 Acquired
April 30, 2020 WLY Restricted Stock Units Class A Common (278) $0.00 · 278 Disposed
April 30, 2020 WLY Restricted Stock Units Class A Common (87) $0.00 June 20, 2028 87 Disposed
April 30, 2020 WLY Restricted Stock Units Class A Common (95) $0.00 June 21, 2027 95 Disposed
April 30, 2020 WLY Restricted Stock Units Class A Common (118) $0.00 June 22, 2026 118 Disposed
April 30, 2020 WLY Restricted Stock Units Class A Common (117) $0.00 June 27, 2029 117 Disposed

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

Initial ownership (Form 3) 5 holdings

07

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

DateTickerSecuritySharesOwnership
Feb. 11, 2020 WLY Class A Common 2,009 Direct
Feb. 11, 2020 WLY Restricted Stock Units→ Class A Common (262) 262 Direct
Feb. 11, 2020 WLY Restricted Stock Units→ Class A Common (191) 191 Direct
Feb. 11, 2020 WLY Restricted Stock Units→ Class A Common (118) 118 Direct
Feb. 11, 2020 WLY Restricted Stock Units→ Class A Common (469) 469 Direct