Kal Iyer
CIK 1497487 · 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:
$-649,379
+ 10 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
10 other filings hidden
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| June 17, 2026 | WLTH | S 10b5-1 | 28,498 | $8.46 | $241,093 | 225,771 Direct | -11.21% | Disposed | 7.2% (price as of 2026-08-20) |
| June 15, 2026 | WLTH | S 10b5-1 | 45,772 | $8.92 | $408,286 | 254,269 Direct | -15.26% | Disposed | 1.7% (price as of 2026-08-20) |
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 (15,562) | — | — | 15,562 | Disposed |
| June 15, 2026 | WLTH | Restricted Stock Units | Common Stock (21,112) | — | — | 21,112 | Disposed |
| June 15, 2026 | WLTH | Restricted Stock Units | Common Stock (20,387) | — | — | 20,387 | Disposed |
| June 15, 2026 | WLTH | Restricted Stock Units | Common Stock (20,387) | — | — | 20,387 | Disposed |
| Dec. 30, 2025 | WLTH | Restricted Stock Units | Common Stock (249,000) | — | — | 249,000 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 7 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| Dec. 11, 2025 | WLTH | Stock Option (Right to Buy)→ Common Stock (1,012,000) | 1,012,000 | Direct |
| Dec. 11, 2025 | WLTH | Stock Option (Right to Buy)→ Common Stock (136,966) | 136,966 | Direct |
| Dec. 11, 2025 | WLTH | Restricted Stock Units→ Common Stock (95,785) | 95,785 | Direct |
| Dec. 11, 2025 | WLTH | Restricted Stock Units→ Common Stock (155,000) | 155,000 | Direct |
| Dec. 11, 2025 | WLTH | Restricted Stock Units→ Common Stock (326,200) | 326,200 | 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 |