Form 4 for WT WisdomTree, Inc.
Accepted 2025-01-29 00:00:00 ET · period of report 2025-01-27 · accession 0001664272-25-000050 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2025-01-29 | 2025-01-27 | WT | Peck William Bradley | Head of Digital Assets | F - Tax | $0.00 | -11.1K | 223.6K | -5% | $0 |
| D | 2025-01-29 | 2025-01-27 | WT | Peck William Bradley | Head of Digital Assets | M - OptEx | $0.00 | +25.6K | 234.6K | +12% | $0 |
| D | 2025-01-29 | 2025-01-27 | WT | Peck William Bradley | Head of Digital Assets | M - OptEx | $0.00 | -25.6K | 0 | -100% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2025-01-27 | F | D | 11,079 | $0.00 | 223,569 | D | — | — | (F4) Shares withheld by the Issuer upon vesting of PRSUs to cover withholding taxes. (F3) Includes restricted stock awards vesting as to (i) 52,533 shares on January 25, 2026, (ii) 30,211 on January 25, 2027 and (iii) 11,803 shares on January 25, 2028. |
| 2 | Common | Common Stock | 2025-01-27 | M | A | 25,610 | $0.00 | 234,648 | D | — | — | (F2) Includes the reinvestment of dividend equivalents into 1,346 PRSUs between the grant date and vesting date. (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. (F3) Includes restricted stock awards vesting as to (i) 52,533 shares on January 25, 2026, (ii) 30,211 on January 25, 2027 and (iii) 11,803 shares on January 25, 2028. |
| 3 | Derivative | Performance Based Restricted Stock Units | 2025-01-27 | M | D | 25,610 | $0.00 | 0 | D | — · — to — | 25,610 Common Stock | (F5) These PRSUs were granted by the Issuer on January 25, 2022 and vested on January 25, 2025. 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 27, 2025, the Relative TSR measured in the 92nd percentile, resulting in the vesting of 200% of the target number of PRSUs. (F2) Includes the reinvestment of dividend equivalents into 1,346 PRSUs between the grant date and vesting date. (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. |