July 17, 2025 · Form 4 insider transaction
GOLDMAN KENNETH A sold 25,000 shares of WLTH, a transaction worth N/A. The trade was recorded as gift and disclosed on an SEC Form 4, filed 151 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 transaction occurred prior to the Issuer's registration of a class of equity securities under Section 12 of the Securities Exchange Act of 1934, as amended, in connection with the IPO, and the transaction is reported herein pursuant to Rule 16a-2(a).; The reported transaction represents a gift, for no consideration, which is exempt pursuant to Rule 16b-5.; The reported securities are directly held by the Goldman-Valeriote Family Trust, for which the reporting person serves as trustee.