WisdomTree, Inc.·4/A

Feb 24, 4:31 PM ET

Lilien R Jarrett 4/A

4/A · WisdomTree, Inc. · Filed Feb 24, 2026

Research Summary

AI-generated summary of this filing

Updated

WisdomTree (WT) President Lilien Jarrett Receives Award

What Happened
Lilien R. Jarrett, President and COO of WisdomTree, was granted 46,131 performance-based restricted stock units (PRSUs) on January 25, 2026. The award is reported at $0.00 (no cash paid at grant) and is a derivative equity award that may convert into common shares at vesting. Under the award terms the PRSUs are scheduled to vest on January 25, 2029 and may pay out between 0% and 200% of the target number based on performance.

Key Details

  • Transaction date: 2026-01-25; reported in an amended Form 4 filed 2026-02-24.
  • Reported price: $0.00; total immediate cash value reported: $0.
  • Award size: 46,131 target PRSUs; potential maximum issuance = 92,262 shares if paid at 200% of target.
  • Shares owned after transaction: Not specified in the provided filing details.
  • Footnotes: F1 — each PRSU equals the right to one share if it vests. F2 — PRSUs vest Jan 25, 2029 and payout will range from 0% to 200% of target; this amendment updates the target number to reflect the grant-date fair value per an independent valuation consultant.
  • Filing status: This is an amended Form 4 to update the target PRSU number; no explicit late-filing flag was indicated in the provided data.

Context PRSUs are compensation awards, not open-market purchases or sales; they only convert to shares if time and performance conditions are met, so they do not necessarily signal the insider buying or selling stock today. If performance goals are met and PRSUs vest, shares will be issued and may have tax consequences at vesting for the recipient.

Insider Transaction Report

Form 4/AAmended
Period: 2026-01-25
Lilien R Jarrett
President and COO
Transactions
  • Award

    Performance Based Restricted Stock Units

    [F1][F2]
    2026-01-25+46,13146,131 total
    Common Stock (46,131 underlying)
Footnotes (2)
  • [F1]Each performance-based restricted stock unit represents the right to receive, on the vesting date, one share of common stock for each such unit that vests.
  • [F2]These PRSUs are scheduled to vest on January 25, 2029. The number of shares of Common Stock to be issued will range between 0% and 200% of the target number of PRSUs indicated above. This Amendment to Form 4 is being filed to update the target number of PRSUs to reflect the grant date fair market value of the PRSUs as determined by an independent valuation consultant.
Signature
/s/ Marci Frankenthaler, Attorney-in-Fact|2026-02-24

Documents

1 file
  • 4
    f4a_a1eus000007wmppmaa-live.xml

    PRIMARY DOCUMENT