Shari Hofer
Insider
First SEC filing: Jan. 10, 2023 · Latest: July 5, 2023
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 |
|---|---|---|---|---|---|---|---|---|---|
| June 30, 2023 | WLY | M | 2,853 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-05) |
| June 30, 2023 | WLY | F | 695 | $34.03 | $23,651 | 9,182 Direct | -7.04% | Disposed | 42.6% (price as of 2026-10-05) |
| June 30, 2023 | WLY | M | 2,853 | · | · | 9,877 Direct | +40.62% | Acquired | (price as of 2026-10-05) |
| June 23, 2023 | WLY | A | 2,716 | · | · | 2,716 Direct | · | Acquired | (price as of 2026-10-05) |
| May 1, 2023 | WLY | M | 479 | · | · | 1,439 Direct | -24.97% | Disposed | (price as of 2026-10-05) |
| May 1, 2023 | WLY | M | 316 | · | · | 631 Direct | -33.37% | Disposed | (price as of 2026-10-05) |
| May 1, 2023 | WLY | M | 82 | · | · | 82 Direct | -50.00% | Disposed | (price as of 2026-10-05) |
| May 1, 2023 | WLY | M | 327 | · | · | 327 Direct | -50.00% | Disposed | (price as of 2026-10-05) |
| May 1, 2023 | WLY | M | 287 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-05) |
| May 1, 2023 | WLY | F | 431 | $38.21 | $16,469 | 7,024 Direct | -5.78% | Disposed | 27.0% (price as of 2026-10-05) |
| May 1, 2023 | WLY | M | 479 | · | · | 7,455 Direct | +6.87% | Acquired | (price as of 2026-10-05) |
| May 1, 2023 | WLY | M | 82 | · | · | 6,976 Direct | +1.19% | Acquired | (price as of 2026-10-05) |
| May 1, 2023 | WLY | M | 316 | · | · | 6,894 Direct | +4.80% | Acquired | (price as of 2026-10-05) |
| May 1, 2023 | WLY | M | 327 | · | · | 6,578 Direct | +5.23% | Acquired | (price as of 2026-10-05) |
| May 1, 2023 | WLY | M | 287 | · | · | 6,251 Direct | +4.81% | Acquired | (price as of 2026-10-05) |
| June 30, 2022 | WLY | M | 1,426 | · | · | 2,261 Direct | +170.78% | Acquired | (price as of 2026-10-05) |
| June 30, 2022 | WLY | F | 348 | $47.76 | $16,620 | 1,913 Direct | -15.39% | Disposed | 1.6% (price as of 2026-10-05) |
| June 30, 2022 | WLY | M | 1,426 | · | · | 1,918 Direct | -42.64% | Disposed | (price as of 2026-10-05) |
| June 22, 2022 | WLY | A | 1,918 | · | · | 3,344 Direct | +134.50% | Acquired | (price as of 2026-10-05) |
| June 1, 2022 | WLY | A | 1,426 | · | · | 1,426 Direct | · | Acquired | (price as of 2026-10-05) |
| May 2, 2022 | WLY | M | 327 | · | · | 327 Direct | · | Acquired | (price as of 2026-10-05) |
| May 2, 2022 | WLY | M | 315 | · | · | 642 Direct | +96.33% | Acquired | (price as of 2026-10-05) |
| May 2, 2022 | WLY | M | 286 | · | · | 928 Direct | +44.55% | Acquired | (price as of 2026-10-05) |
| May 2, 2022 | WLY | M | 180 | · | · | 1,108 Direct | +19.40% | Acquired | (price as of 2026-10-05) |
| May 2, 2022 | WLY | M | 82 | · | · | 1,190 Direct | +7.40% | Acquired | (price as of 2026-10-05) |
| May 2, 2022 | WLY | F | 355 | $50.15 | $17,803 | 835 Direct | -29.83% | Disposed | -3.2% (price as of 2026-10-05) |
| May 2, 2022 | WLY | M | 180 | · | · | 539 Direct | -25.03% | Disposed | (price as of 2026-10-05) |
| May 2, 2022 | WLY | M | 315 | · | · | 947 Direct | -24.96% | Disposed | (price as of 2026-10-05) |
| May 2, 2022 | WLY | M | 327 | · | · | 980 Direct | -25.02% | Disposed | (price as of 2026-10-05) |
| May 2, 2022 | WLY | M | 286 | · | · | 859 Direct | -24.98% | Disposed | (price as of 2026-10-05) |
| May 2, 2022 | WLY | M | 82 | · | · | 245 Direct | -25.08% | Disposed | (price as of 2026-10-05) |
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 30, 2023 | WLY | Restricted Stock Units | Class A Common | · | · | 2,853 | Disposed |
| June 23, 2023 | WLY | Restricted Stock Units | Class A Common | · | · | 2,716 | Acquired |
| May 1, 2023 | WLY | Restricted Stock Units | Class A Common | · | · | 479 | Disposed |
| May 1, 2023 | WLY | Restricted Stock Units | Class A Common | · | · | 316 | Disposed |
| May 1, 2023 | WLY | Restricted Stock Units | Class A Common | · | · | 82 | Disposed |
| May 1, 2023 | WLY | Restricted Stock Units | Class A Common | · | · | 327 | Disposed |
| May 1, 2023 | WLY | Restricted Stock Units | Class A Common | · | · | 287 | Disposed |
| June 30, 2022 | WLY | Restricted Stock Units | Class A Common | $0.00 | · | 1,426 | Disposed |
| June 22, 2022 | WLY | Restricted Stock Units | Class A Common | · | · | 1,918 | Acquired |
| June 1, 2022 | WLY | Restricted Stock Units | Class A Common | $0.00 | · | 1,426 | Acquired |
| May 2, 2022 | WLY | Restricted Stock Units | Class A Common | · | June 20, 2028 | 180 | Disposed |
| May 2, 2022 | WLY | Restricted Stock Units | Class A Common | · | June 24, 2031 | 315 | Disposed |
| May 2, 2022 | WLY | Restricted Stock Units | Class A Common | · | June 26, 2030 | 327 | Disposed |
| May 2, 2022 | WLY | Restricted Stock Units | Class A Common | · | June 27, 2029 | 286 | Disposed |
| May 2, 2022 | WLY | Restricted Stock Units | Class A Common | · | Aug. 11, 2030 | 82 | Disposed |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 8 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| Jan. 10, 2023 | WLY | Class A Common | 4,051 | Direct |
| Dec. 23, 2021 | WLY | Non-Qualified Stock Options | 20,000 | Direct |
| Dec. 23, 2021 | WLY | Restricted Stock Units | 719 | Direct |
| Dec. 23, 2021 | WLY | Restricted Stock Units | 1,262 | Direct |
| Dec. 23, 2021 | WLY | Restricted Stock Units | 1,307 | Direct |
| Dec. 23, 2021 | WLY | Restricted Stock Units | 1,145 | Direct |
| Dec. 23, 2021 | WLY | Restricted Stock Units | 327 | Direct |
| Dec. 23, 2021 | WLY | Restricted Stock Units | 2,853 | Direct |