YATES DAVID M

PrivateCIK: 1916322
Location

NEW YORK, NY

YATES DAVID M (Chief Information Officer) exercised options at WISDOMTREE, INC.

Option exercise — a mechanical event triggered by vesting or expiry. Not a discretionary conviction trade.

M · 1 exercise
InsiderYATES DAVID MCIK 1916322
IssuerWISDOMTREE, INC.CIK 880631
Officer· Chief Information Officer
Since Mar 2022
-19.82K
Net shares
Net seller
$0.00
Total acquired
0
Open market trades
0B · 0S
3
Total transactions
38K acquired · 57.81K disposed
Non-Derivative Transactions2

Common Stock

Direct
M · Option Exercise

Shares

+38K

Price / share

Trade value

% of position

24.6%
1/27/2026
154.32K192.31K

Common Stock

Direct
F · Tax Withholding

Shares

19.82K

Price / share

Trade value

% of position

10.3%
1/27/2026
192.31K172.50K
Total

Net shares

+18.18K

Net value

$0.00

Derivative Transactions1

Performance Based Restricted Stock Units

Direct
M · Option Exercise
Converts to

Common Stock

38K shares

Shares

38K

Strike price

Held after

0.00

Exercisable

1/27/2026
YATES DAVID M — Insider Transaction (Form 4) Filed Jan 29, 2026 | Finecho