Corporate insider · disclosed-activity record
Director (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
3
Bearish filings
7
Names touched
1
Disclosed $ (bull / bear)
$1.8M / $15.0M
Most active in: WLTH (10)
| Date | Name | What | Disclosed $ | Receipt |
|---|---|---|---|---|
| 2026-09-17 | WLTH | filed notice to sell | $509K | SEC ↗ |
| 2026-09-17 | WLTH | filed notice to sell | $509K | SEC ↗ |
| 2026-09-17 | WLTH | sold | $507K | SEC ↗ |
| 2026-09-16 | WLTH | sold | $295K | SEC ↗ |
| 2026-09-15 | WLTH | filed notice to sell | $1.4M | SEC ↗ |
| 2026-09-15 | WLTH | sold | $1.0M | SEC ↗ |
| 2026-09-11 | WLTH | exercised options & held the shares | $1.3M | SEC ↗ |
| 2026-03-20 | WLTH | exercised options & held the shares | $100K | — |
| 2025-12-19 | WLTH | exercised options & held the shares | $339K | — |
| 2025-12-11 | WLTH | sold | $10.7M | SEC ↗ |
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Start free — 1 week, no card →Public filings only, shown as filed; the linked filing is the authoritative record. Descriptive, not investment advice — and never an allegation: proximity of a disclosure to any event is a fact of dates, not a conclusion about intent. Methodology · Today's notable signals