Julien Wetterwald
CIK 2078580 · 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)
3 sells (S)
Net:
$-619,473
+ 9 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
9 other filings hidden
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| Aug. 17, 2026 | WLTH | S 10b5-1 | 15,263 | $9.16 | $139,809 | 696,525 Direct | -2.14% | Disposed | 1.6% (price as of 2026-08-21) |
| July 15, 2026 | WLTH | S 10b5-1 | 15,264 | $9.36 | $142,871 | 711,788 Direct | -2.10% | Disposed | -0.5% (price as of 2026-08-21) |
| June 17, 2026 | WLTH | S 10b5-1 | 39,810 | $8.46 | $336,793 | 727,052 Direct | -5.19% | Disposed | 10.0% (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 (19,000) | — | — | 19,000 | Disposed |
| June 15, 2026 | WLTH | Restricted Stock Units | Common Stock (21,113) | — | — | 21,113 | Disposed |
| June 15, 2026 | WLTH | Restricted Stock Units | Common Stock (20,388) | — | — | 20,388 | Disposed |
| June 15, 2026 | WLTH | Restricted Stock Units | Common Stock (20,525) | — | — | 20,525 | Disposed |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 14 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| Dec. 11, 2025 | WLTH | Common Stock | 233,076 | Direct |
| Dec. 11, 2025 | WLTH | Stock Option (Right to Buy)→ Common Stock (24,000) | 24,000 | Direct |
| Dec. 11, 2025 | WLTH | Stock Option (Right to Buy)→ Common Stock (52,500) | 52,500 | Direct |
| Dec. 11, 2025 | WLTH | Stock Option (Right to Buy)→ Common Stock (25,000) | 25,000 | Direct |
| Dec. 11, 2025 | WLTH | Stock Option (Right to Buy)→ Common Stock (30,000) | 30,000 | Direct |
| Dec. 11, 2025 | WLTH | Stock Option (Right to Buy)→ Common Stock (57,501) | 57,501 | Direct |
| Dec. 11, 2025 | WLTH | Stock Option (Right to Buy)→ Common Stock (250,000) | 250,000 | Direct |
| Dec. 11, 2025 | WLTH | Stock Option (Right to Buy)→ Common Stock (150,000) | 150,000 | Direct |
| Dec. 11, 2025 | WLTH | Restricted Stock Units→ Common Stock (328,400) | 328,400 | Direct |
| Dec. 11, 2025 | WLTH | Restricted Stock Units→ Common Stock (95,785) | 95,785 | Direct |
| Dec. 11, 2025 | WLTH | Restricted Stock Units→ Common Stock (326,200) | 326,200 | Direct |
| Dec. 11, 2025 | WLTH | Restricted Stock Units→ Common Stock (337,800) | 337,800 | Direct |
| Dec. 11, 2025 | WLTH | Restricted Stock Units→ Common Stock (167,290) | 167,290 | Direct |
| Dec. 11, 2025 | WLTH | Restricted Stock Units→ Common Stock (304,000) | 304,000 | Direct |