Lauren Lin
CIK 2082674 · 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)
1 sells (S)
Net:
$-40,898
+ 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 |
|---|---|---|---|---|---|---|---|---|---|
| June 17, 2026 | WLTH | S 10b5-1 | 4,840 | $8.45 | $40,898 | 158,092 Direct | -2.97% | Disposed | 7.3% (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 (12,847) | — | — | 12,847 | Disposed |
| June 15, 2026 | WLTH | Restricted Stock Units | Common Stock (4,687) | — | — | 4,687 | Disposed |
| June 15, 2026 | WLTH | Restricted Stock Units | Common Stock (9,375) | — | — | 9,375 | Disposed |
| June 15, 2026 | WLTH | Restricted Stock Units | Common Stock (12,500) | — | — | 12,500 | Disposed |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 9 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 (59,132) | 59,132 | Direct |
| Dec. 11, 2025 | WLTH | Stock Option (Right to Buy)→ Common Stock (22,500) | 22,500 | Direct |
| Dec. 11, 2025 | WLTH | Restricted Stock Units→ Common Stock (5,237) | 5,237 | Direct |
| Dec. 11, 2025 | WLTH | Restricted Stock Units→ Common Stock (19,445) | 19,445 | Direct |
| Dec. 11, 2025 | WLTH | Restricted Stock Units→ Common Stock (1,500) | 1,500 | Direct |
| Dec. 11, 2025 | WLTH | Restricted Stock Units→ Common Stock (200,000) | 200,000 | Direct |
| Dec. 11, 2025 | WLTH | Restricted Stock Units→ Common Stock (150,000) | 150,000 | Direct |
| Dec. 11, 2025 | WLTH | Restricted Stock Units→ Common Stock (75,000) | 75,000 | Direct |
| Dec. 11, 2025 | WLTH | Restricted Stock Units→ Common Stock (205,550) | 205,550 | Direct |