|4Jan 27, 12:25 PM ET

Edmiston Bryan 4

4 · WisdomTree, Inc. · Filed Jan 27, 2026

Research Summary

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WisdomTree (WT) CFO Bryan Edmiston Receives Restricted Stock Awards

What Happened

  • Bryan Edmiston, CFO of WisdomTree (WT), was granted restricted stock awards on January 25, 2026 and also had shares surrendered to cover tax withholding. The filing shows:
    • Grant (A): 36,048 restricted shares acquired at $0.00.
    • Surrender/Withholding (F): 25,965 shares disposed at $0.00 to cover taxes upon vesting.
    • Grant (A, derivative): 12,016 performance-based restricted stock units (PRSUs) reported at $0.00 (each PRSU converts to one share if and when it vests).
  • Net change in award units on the form is +22,099 units (36,048 + 12,016 − 25,965), although 12,016 are performance-based and vest subject to performance and time conditions.

Key Details

  • Transaction date: January 25, 2026; filing date: January 27, 2026 (filed within the typical 2‑business‑day window).
  • Reported price: $0.00 for all entries (consistent with awards and share surrender for tax withholding, not open‑market trades).
  • Shares owned after transaction: not specified in the excerpt of the filing provided.
  • Footnotes of note:
    • F1: Some restricted stock vests as to 12,016 shares on each of Jan 25, 2027, 2028 and 2029.
    • F2: Shows vesting schedules that include 55,049 shares (1/25/2027), 30,942 shares (1/25/2028) and 12,016 shares (1/25/2029).
    • F3: Surrender of common stock to issuer was to cover withholding taxes (routine tax withholding).
    • F4/F5: PRSUs convert one-for-one to shares at vesting; these PRSUs vest on Jan 25, 2029 at target shown, and may pay out 0%–200% based on 3‑year TSR vs. peers (accelerated vesting rules apply in certain terminations or change‑of‑control scenarios).

Context

  • These were compensation awards and a tax‑withholding surrender, not open‑market purchases or sales — awards are routine executive compensation and do not by themselves indicate the insider is buying or selling shares as a market view.
  • The PRSUs are performance‑based and may pay out more or fewer shares (0–200% of target) depending on relative total shareholder return measured over three years.

Insider Transaction Report

Form 4
Period: 2026-01-25
Edmiston Bryan
Chief Financial Officer
Transactions
  • Award

    Common Stock

    [F1][F2]
    2026-01-25+36,048276,522 total
  • Tax Payment

    Common Stock

    [F3][F2]
    2026-01-2525,965250,557 total
  • Award

    Performance Based Restricted Stock Units

    [F4][F5]
    2026-01-25+12,01612,016 total
    Common Stock (12,016 underlying)
Footnotes (5)
  • [F1]Restricted stock awarded by Issuer on January 25, 2026 and vesting as to 12,016 shares on each of January 25, 2027, January 25, 2028 and January 25, 2029.
  • [F2]Includes restricted stock awards vesting as to (i) 55,049 shares on January 25, 2027, (ii) 30,942 shares on January 25, 2028 and (iii) 12,016 shares on January 25, 2029.
  • [F3]Surrender of common stock to Issuer upon vesting of restricted stock awards to cover withholding taxes.
  • [F4]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.
  • [F5]These performance-based restricted stock units ("PRSUs") are scheduled to vest on January 25, 2029. The target number of PRSUs is reported on this form. Between 0% and 200% of the target number of PRSUs may vest and the number of shares of the Issuer's common stock ("Common Stock") to be issued will be determined based on the total shareholder return ("TSR") of the Common Stock relative to the respective TSRs of the stocks of a peer group of companies, each measured over a 3-year period from the grant date. If the Reporting Person's employment is terminated under certain circumstances or a change of control occurs prior to the 3rd anniversary of the grant date, all or a portion of the PRSUs will vest and the number of shares of Common Stock to be issued will be determined at such time based on the respective TSRs of the Common Stock and the stocks of the peer group, each measured from the grant date to the accelerated vesting date.
Signature
/s/ Marci Frankenthaler, Attorney-in-Fact|2026-01-27

Documents

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