Michael Reed Schmidt
Insider
First SEC filing: Dec. 11, 2025 · Latest: June 17, 2026
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net: $0
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 |
|---|---|---|---|---|---|---|---|---|---|
| Sept. 15, 2026 | WLTH | M | 2,126 | · | · | 6,377 Direct | +50.01% | Acquired | (price as of 2026-10-02) |
| Sept. 15, 2026 | WLTH | M | 2,126 | · | · | 27,637 Direct | -7.14% | Disposed | (price as of 2026-10-02) |
| June 23, 2026 | WLTH | A | 19,446 | · | · | 19,446 Direct | · | Acquired | (price as of 2026-10-02) |
| June 15, 2026 | WLTH | M | 2,126 | · | · | 29,763 Direct | -6.67% | Disposed | (price as of 2026-10-02) |
| June 15, 2026 | WLTH | M | 2,126 | · | · | 4,251 Direct | +100.05% | Acquired | (price as of 2026-10-02) |
| March 15, 2026 | WLTH | M | 2,125 | · | · | 2,125 Direct | · | Acquired | (price as of 2026-10-02) |
| March 15, 2026 | WLTH | M | 2,125 | · | · | 31,889 Direct | -6.25% | Disposed | (price as of 2026-10-02) |
| Sept. 26, 2025 | WLTH | A | 34,014 | · | · | 34,014 Direct | · | Acquired | (price as of 2026-10-02) |
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 |
|---|---|---|---|---|---|---|---|
| Sept. 15, 2026 | WLTH | Restricted Stock Units | Common Stock | · | · | 2,126 | Disposed |
| June 23, 2026 | WLTH | Restricted Stock Units | Common Stock | · | · | 19,446 | Acquired |
| June 15, 2026 | WLTH | Restricted Stock Units | Common Stock | · | · | 2,126 | Disposed |
| March 15, 2026 | WLTH | Restricted Stock Units | Common Stock | · | · | 2,125 | Disposed |
| Sept. 26, 2025 | WLTH | Restricted Stock Units | Common Stock | · | · | 34,014 | Acquired |
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 | 34,014 | Direct |