What WisdomTree, Inc.'s executives and directors are doing with their own shares, from SEC Form 3/4/5 filings — separating what the filings state (awards, withholding, disclosed plans) from what only the pattern of dates shows.
| 3 months | 12 months | |
|---|---|---|
| Open-market buys | 0 | 2 |
| Sells | 1 | 8 |
| Total trades | 1 | 35 |
| 3 months | 12 months | |
|---|---|---|
| Acquired | 0 | 1,241,099 |
| Disposed | 30,000 | 870,793 |
| Net activity | −30,000 | +370,306 |
View rich charts and dive into the patterns of specific insiders — who is accumulating, who is winding down, and which sale explanations the filings actually support.
| Insider | Relation | Date | Transaction | Shares | Price | Value | Shares held |
|---|---|---|---|---|---|---|---|
| Lilien R Jarrett | President and COO | Sep 09 | Open-market sale · S | −30,000 | $24.56 | −$737K | 1,080,245 |
| Conjeevaram Smita | Director | Jun 17 | Grant / award · A | +5,509 | — | — | 82,877 |
| Blake Lynn S. | Director | Jun 17 | Grant / award · A | +5,509 | — | — | 62,571 |
| Mielke Daniela | Director | Jun 17 | Grant / award · A | +5,509 | — | — | 56,833 |
| Bossone Anthony | Director | Jun 17 | Grant / award · A | +5,509 | — | — | 650,898 |
| Naidoo Shamla | Director | Jun 17 | Grant / award · A | +5,509 | — | — | 40,194 |
| Pankopf Tonia L | Director | Jun 17 | Grant / award · A | +5,509 | — | — | 40,471 |
| Salerno Frank | Director | Jun 17 | Grant / award · A | +5,509 | — | — | 228,345 |
| Delorier Rilla S | Director | Jun 17 | Grant / award · A | +5,509 | — | — | 37,360 |
| Lilien R Jarrett | President and COO | May 20 | Open-market sale · S | −30,000 | $18.99 | −$570K | 1,110,245 |
| Ziemba Peter M | Chief Administrative Officer | May 19 | Open-market sale · S | −100,000 | $19.31 | −$1.93M | 885,686 |
| Yates David M | Chief Information Officer | May 05 | Open-market sale · S | −15,000 | $18.06 | −$271K | 157,499 |
| Lilien R Jarrett | President and COO | Feb 25 | Open-market sale · S | −30,000 | $16.84 | −$505K | 1,140,245 |
| Pankopf Tonia L | Director | Feb 25 | Open-market buy · P | +44 | $16.94 | +$751 | 34,962 |
| Lilien R Jarrett | President and COO | Jan 27 | Withheld — tax / exercise cost · F | −179,207 | — | — | 1,170,245 |
| Lilien R Jarrett | President and COO | Jan 27 | Exercise / conversion · M | +350,395 | — | — | 1,349,452 |
| Ziemba Peter M | Chief Administrative Officer | Jan 27 | Withheld — tax / exercise cost · F | −31,563 | — | — | 985,686 |
| Ziemba Peter M | Chief Administrative Officer | Jan 27 | Exercise / conversion · M | +61,005 | — | — | 1,017,249 |
| Yates David M | Chief Information Officer | Jan 27 | Withheld — tax / exercise cost · F | −19,816 | — | — | 172,499 |
| Yates David M | Chief Information Officer | Jan 27 | Exercise / conversion · M | +37,997 | — | — | 192,315 |
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