WisdomTree, Inc.·4

Feb 26, 4:24 PM ET

Lilien R Jarrett 4

4 · WisdomTree, Inc. · Filed Feb 26, 2026

Research Summary

AI-generated summary of this filing

Updated

WisdomTree (WT) President Lilien Jarrett Sells 30,000 Shares

What Happened

  • Lilien R. Jarrett, President and COO of WisdomTree, sold 30,000 shares in an open‑market transaction on February 25, 2026. The shares were sold at $16.84 each for total proceeds of $505,200. This was a sale (a disposition), which is commonly routine insider liquidity rather than a direct bullish signal.

Key Details

  • Transaction date and price: Feb 25, 2026 — 30,000 shares sold at $16.84 per share (total $505,200).
  • Filing date: Form 4 filed Feb 26, 2026 (within the standard two-business-day reporting window).
  • Shares owned after transaction: Not specified in the information provided in this summary.
  • Footnotes of note:
    • F1: The sale was executed under a Rule 10b5‑1 trading plan established Nov 24, 2025, meaning the reporting person had no discretion over timing; sales are subject to WisdomTree’s equity ownership requirements.
    • F2: The filing notes restricted stock awards vesting in future years totaling 198,079 shares (114,570 on Jan 25, 2027; 59,724 on Jan 25, 2028; 23,785 on Jan 25, 2029).

Context

  • Because the sale was made pursuant to a prearranged 10b5‑1 plan, the timing was likely automated and not an ad hoc decision tied to current company developments. Sales under 10b5‑1 plans are common for insiders managing tax or diversification needs and do not by themselves indicate a change in insider confidence.

Insider Transaction Report

Form 4
Period: 2026-02-25
Lilien R Jarrett
President and COO
Transactions
  • Sale

    Common Stock

    [F1][F2]
    2026-02-25$16.84/sh30,000$505,2001,140,245 total
Footnotes (2)
  • [F1]The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on November 24, 2025. Accordingly, the reporting person had no discretion with regard to the timing of the transaction. All sales by the reporting person are subject to the Issuer's equity ownership requirements.
  • [F2]Includes restricted stock awards vesting as to (i) 114,570 shares on January 25, 2027, (ii) 59,724 shares on January 25, 2028 and (iii) 23,785 shares on January 25, 2029.
Signature
/s/ Marci Frankenthaler, Attorney-in-Fact|2026-02-26

Documents

1 file
  • 4
    f4_a1eus0000086rslma2-live.xmlPrimary

    PRIMARY DOCUMENT