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4//SEC Filing

Steinberg Jonathan L 4

Accession 0001664272-24-000074

CIK 0000880631other

Filed

Jan 30, 7:00 PM ET

Accepted

Jan 31, 4:47 PM ET

Size

11.0 KB

Accession

0001664272-24-000074

Insider Transaction Report

Form 4
Period: 2024-01-29
Steinberg Jonathan L
DirectorChief Executive Officer
Transactions
  • Tax Payment

    Common Stock

    2024-01-29133,0468,869,057 total
  • Exercise/Conversion

    Common Stock

    2024-01-29+260,6189,002,103 total
  • Exercise/Conversion

    Performance Based Restricted Stock Units

    2024-01-29260,6180 total
    Common Stock (260,618 underlying)
Holdings
  • Common Stock

    (indirect: By Spouse)
    798
Footnotes (5)
  • [F1]Each performance-based restricted stock unit ("PRSU") represented the right to receive, on the vesting date, one share of common stock for each such unit that vested.
  • [F2]Includes the reinvestment of dividend equivalents into 13,876 PRSUs between the grant date and vesting date.
  • [F3]Includes restricted stock awards vesting as to (i) 269,088 shares on January 25, 2025, (ii) 196,517 shares on January 25, 2026 and (iii) 89,804 shares on January 25, 2026.
  • [F4]Shares withheld by the Issuer upon vesting of PRSUs to cover withholding taxes.
  • [F5]These PRSUs were granted by the Issuer on January 25, 2021 and vested on January 25, 2024. The ultimate number of shares that could have vested was between 0 and 200% of the previously reported target number of PRSUs based on the total shareholder return ("TSR") of the Issuer's 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 ("Relative TSR"). Based on a report issued by an independent valuation specialist and certified by the Issuer's compensation committee on January 29, 2024, the Relative TSR measured in the 92nd percentile, resulting in the vesting of 200% of the target number of PRSUs.

Issuer

WisdomTree, Inc.

CIK 0000880631

Entity typeother

Related Parties

1
  • filerCIK 0000934992

Filing Metadata

Form type
4
Filed
Jan 30, 7:00 PM ET
Accepted
Jan 31, 4:47 PM ET
Size
11.0 KB