Skip to main content

AI assistant

Sign in to chat with this filing

The assistant answers questions, extracts KPIs, and summarises risk factors directly from the filing text.

WisdomTree, Inc. Director's Dealing 2025

Jan 29, 2025

31681_dirs_2025-01-29_9002e485-50f4-404f-8a01-d1686623c0d6.zip

Director's Dealing

Open in viewer

Opens in your device viewer

SEC Form 4 — Statement of Changes in Beneficial Ownership

Issuer: WisdomTree, Inc. (WT)
CIK: 0000880631
Period of Report: 2025-01-27

Reporting Person: Edmiston Bryan (N/A)

Non-Derivative Transactions

Date Security Code Shares Price A/D Holdings After Ownership
2025-01-27 Common Stock M 16370.0000 $0.0000 Acquired 247140.0000 Direct
2025-01-27 Common Stock F 6666.0000 $0.0000 Disposed 240474.0000 Direct

Derivative Transactions

Date Security Exercise Price Code Shares A/D Expiration Underlying Ownership
2025-01-27 Performance Based Restricted Stock Units $ M 16370.0000 Disposed Common Stock (16370.0000) Direct

Footnotes

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 856 PRSUs between the grant date and vesting date.

F3: Includes restricted stock awards vesting as to (i) 67,585 shares on January 25, 2026, (ii) 45,060 shares on January 25, 2027 and (iii) 18,926 shares on January 25, 2028.

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, 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.