Michael Reed Schmidt
CIK 2091533 · 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)
0 sells (S)
Net:
$0
+ 3 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.
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| June 23, 2026 | WLTH | A | 19,446 | — | — | 19,446 Direct | — | Acquired | (price as of 2026-08-19) |
| June 15, 2026 | WLTH | M | 2,126 | — | — | 29,763 Direct | -6.67% | Disposed | (price as of 2026-08-19) |
| June 15, 2026 | WLTH | M | 2,126 | — | — | 4,251 Direct | +100.05% | Acquired | (price as of 2026-08-19) |
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 |
| June 15, 2026 | WLTH | Restricted Stock Units | Common Stock (2,126) | — | — | 2,126 | Disposed |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 1 holding
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| Dec. 11, 2025 | WLTH | Restricted Stock Units→ Common Stock (34,014) | 34,014 | Direct |