Corporate insider · disclosed-activity record
Officer (via Morgan Stanley Smith Barney LLC Executive Financial Services)
Every row below is a public disclosure this person or firm filed, dated and linked to its source. This is a factual record of what was disclosed and when — what it means, and whether any timing is coincidence or signal, is a judgment this page deliberately does not make.
Bullish filings
1
Bearish filings
10
Names touched
1
Disclosed $ (bull / bear)
$452K / $4.2M
Most active in: WLTH (11)
| Date | Name | What | Disclosed $ | Receipt |
|---|---|---|---|---|
| 2026-09-17 | WLTH | filed notice to sell | $266K | SEC ↗ |
| 2026-09-17 | WLTH | sold | $264K | SEC ↗ |
| 2026-09-16 | WLTH | sold | $83K | SEC ↗ |
| 2026-09-15 | WLTH | filed notice to sell | $400K | SEC ↗ |
| 2026-09-15 | WLTH | sold | $281K | SEC ↗ |
| 2026-08-17 | WLTH | sold | $140K | SEC ↗ |
| 2026-07-15 | WLTH | sold | $143K | SEC ↗ |
| 2026-06-17 | WLTH | filed notice to sell | $594K | SEC ↗ |
| 2026-06-17 | WLTH | sold | $337K | SEC ↗ |
| 2025-12-23 | WLTH | exercised options & held the shares | $452K | — |
| 2025-12-11 | WLTH | sold | $1.7M | SEC ↗ |
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