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
2
Bearish filings
6
Names touched
1
Disclosed $ (bull / bear)
$936K / $3.5M
Most active in: WLTH (8)
| Date | Name | What | Disclosed $ | Receipt |
|---|---|---|---|---|
| 2026-09-17 | WLTH | filed notice to sell | $778K | SEC ↗ |
| 2026-09-17 | WLTH | sold | $773K | SEC ↗ |
| 2026-09-16 | WLTH | sold | $64K | SEC ↗ |
| 2026-09-15 | WLTH | filed notice to sell | $309K | SEC ↗ |
| 2026-09-15 | WLTH | sold | $218K | SEC ↗ |
| 2025-12-22 | WLTH | exercised options & held the shares | $381K | — |
| 2025-12-11 | WLTH | sold | $1.4M | SEC ↗ |
| 2025-12-11 | WLTH | exercised options & held the shares | $555K | — |
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