| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
CLO, CCO And Secretary
1 company
Lin Lauren serves as a CLO, CCO And Secretary at WLTH. Across recent SEC filings that breaks down to 0 buys and 1 sell. Those positions are worth an estimated $1.5M at current prices.
The biggest single holding is WLTH (~$1.5M) as CLO, CCO And Secretary. The recent filings there lean toward selling, a net 30,229 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 11, 2025 | WLTH Wealthfront Corp | CLO, CCO And Secretary | Sale+OE | 30,229 | $14.00 | $423,206.00 | -24.1% | -40.8% | - |