Jaleh Bisharat
CIK 2082597 · View on SEC EDGAR ↗
Insider
First SEC filing: Dec. 11, 2025 · Latest: Dec. 11, 2025
On this page
Insider at
Insider transactions
0 buys (P)
2 sells (S)
Net:
$-160,631
+ 1 non-open-market transaction 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
1 other filing hidden
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| July 7, 2026 | WLTH | S 10b5-1 | 8,503 | $9.50 | $80,778 | 0 Direct | -100.00% | Disposed | -2.0% (price as of 2026-08-21) |
| July 6, 2026 | WLTH | S 10b5-1 | 8,504 | $9.39 | $79,853 | 8,503 Direct | -50.00% | Disposed | -0.9% (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 23, 2026 | WLTH | Restricted Stock Units | Common Stock (19,446) | — | — | 19,446 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 2 holdings
Securities held when first becoming an insider, per SEC Form 3.