December 15, 2025 · Form 4 insider transaction
GOLDMAN KENNETH A bought 53,732 shares of WLTH, a transaction worth N/A. The trade was recorded as conversion of a derivative and disclosed on an SEC Form 4, filed 0 days after the transaction.
Pursuant to the Issuer's Restated Certificate of Incorporation, each share of Series C Convertible Preferred Stock ("Preferred Stock") may be converted, at the option of the holder, at any time. In connection with the completion of the Issuer's initial public offering ("IPO") of its Common Stock, each share of Preferred Stock automatically converted into shares of Common Stock at a ratio of 1-for-1. The securities have no expiration date.; The reported securities are directly held by the Goldman-Valeriote Family Trust, for which the reporting person serves as trustee.