Ethos Technologies Inc.·4

Jan 30, 8:49 PM ET

WHEELER WILLIAM J 4

4 · Ethos Technologies Inc. · Filed Jan 30, 2026

Research Summary

AI-generated summary of this filing

Updated

Ethos (LIFE) Director William J. Wheeler Buys 260,525 Shares

What Happened

  • William J. Wheeler, a director of Ethos Technologies, reported an acquisition of 260,525 shares on 2026-01-30. The transaction was reported at $19.00 per share, for a total reported value of $4,949,975. The filing lists the transaction type as "P" (purchase — open market or private purchase), which is a buy rather than a sale.

Key Details

  • Transaction date and price: 2026-01-30 — 260,525 shares at $19.00/share.
  • Total value: $4,949,975.
  • Shares owned after transaction: not disclosed in the filing.
  • Footnote: the reported amount includes 7,875 shares issuable on settlement of restricted stock units (RSUs). Those RSUs vest only after (i) a service requirement and (ii) a liquidity-event requirement; the liquidity-event milestone was satisfied upon effectiveness of the issuer's Form S-1 in connection with its IPO. If both conditions are met, the RSU shares vest quarterly over the 24 months following July 21, 2025.
  • Filing/timeliness: Form 4 was filed on 2026-01-30 (no lateness flag shown in the filing).

Context

  • Purchases by directors are typically viewed as a positive signal because they increase insider ownership, but filings are factual disclosures and do not reveal motive. The RSU portion is subject to continued service/vesting requirements despite the liquidity milestone having been met.

Insider Transaction Report

Form 4
Period: 2026-01-30
Transactions
  • Purchase

    Class A Common Stock

    [F1]
    2026-01-30$19.00/sh+260,525$4,949,975271,025 total
Footnotes (1)
  • [F1]Includes 7,875 shares issuable on settlement of restricted stock units ("RSUs"). The vesting of the RSUs is contingent upon both (i) a service-based requirement (the "Service Milestone") and (ii) a liquidity event-based requirement (the "Liquidity Event Milestone"). If both the Service Milestone and the Liquidity Event Milestone are achieved, the shares subject to the RSU vest quarterly over the 24 months following July 21, 2025. The Liquidity Event Milestone was satisfied upon the effectiveness of the Issuer's registration statement on Form S- 1 in connection with the Issuer's initial public offering of its Class A Common Stock.
Signature
/s/ Porter Nolan, Attorney-in-Fact|2026-01-30

Documents

1 file
  • 4
    form4-01312026_010122.xmlPrimary