STEINBERG JONATHAN L (Chief Executive Officer) exercised options at WISDOMTREE, INC.
Option exercise — a mechanical event triggered by vesting or expiry. Not a discretionary conviction trade.
M · 1 exercise
Filed: 1/31/2024ACC: 0001664272-24-000074
DirectorOfficer· Chief Executive Officer
Since Feb 2026
-133.05K
Net shares
Net seller
$0.00
Total acquired
0
Open market trades
0B · 0S
3
Total transactions
260.62K acquired · 393.66K disposed
Non-Derivative Transactions2
Common Stock
Direct
Shares
−133.05K
Price / share
—
Trade value
—
% of position
1.5%
1/29/2024
9M→8.87M
Common Stock
Direct
Shares
+260.62K
Price / share
—
Trade value
—
% of position
3.0%
1/29/2024
8.74M→9M
Total
Net shares
+127.57K
Net value
$0.00
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 1/29/2024 | F · Tax Withholding | −133.05K | — | — | 1.5% | 9M | 8.87M |
| Common Stock Direct | 1/29/2024 | M · Option Exercise | +260.62K | — | — | 3.0% | 8.74M | 9M |
| Total | +127.57K | $0.00 | ||||||
Derivative Transactions1
Performance Based Restricted Stock Units
Direct
Converts to
Common Stock
260.62K shares
Shares
−260.62K
Strike price
Held after
0.00
Exercisable
—
1/29/2024
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Performance Based Restricted Stock Units Direct | Common Stock260.62K shares | 1/29/2024 | M · Option Exercise | −260.62K | — | 0.00 |
Non-Derivative Holdings (Post-Transaction)1
Common Stock
IndirectShares owned798.00
Total
798.00 indirect798.00
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Stock | 798.00 | Indirect |
| Total | 798.00 | 798.00 indirect |
Derivative Holdings (Post-Transaction)0
No derivative holdings reported