WisdomTree, Inc.·4

May 21, 4:07 PM ET

Lilien R Jarrett 4

Research Summary

AI-generated summary

Updated

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

What Happened

Lilien R. Jarrett, President and Chief Operating Officer of WisdomTree, sold 30,000 shares on May 20, 2026 in an open‑market/private sale at $18.99 per share, generating proceeds of approximately $569,700. The transaction is reported as a sale (S) and was executed pursuant to a prearranged Rule 10b5‑1 trading plan.

Key Details

  • Transaction date and price: May 20, 2026; 30,000 shares at $18.99 per share.
  • Total proceeds: about $569,700.
  • Method/code: Reported as sale (S), effected under a Rule 10b5‑1 plan established November 24, 2025.
  • Ownership notes: Filing discloses restricted stock awards that vest as follows — 114,570 shares on Jan 25, 2027; 59,724 shares on Jan 25, 2028; and 23,785 shares on Jan 25, 2029 (totaling 198,079 shares). The reporting person’s sales are subject to WisdomTree’s equity ownership requirements.
  • Filing timeliness: Form filed May 21, 2026 for a May 20, 2026 transaction (no late‑filing flag in the provided data).

Context

This was a sale under a 10b5‑1 plan, meaning the trades were prearranged and the reporting person had no discretion over timing — a common mechanism executives use to sell shares while limiting potential insider‑trading concerns. Sales do not necessarily indicate a change in insider sentiment; they can be routine or for personal-liquidity reasons.