WLTH

SEC source: 0002082564-25-000005 · form4-12162025_011231.xml · nonDerivative · entry 12

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,083,421

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

SEC source: 0002082564-25-000005 · form4-12162025_011231.xml · nonDerivative · entry 11

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,841,421

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

SEC source: 0002082564-25-000005 · form4-12162025_011231.xml · nonDerivative · entry 10

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,621,421

F1 · kind: The transaction represents the number of shares of Common Stock withheld by the Issuer to satisfy tax withholding liabilities in connection with the net settlement of restricted stock units.

SEC source: 0002082564-25-000005 · form4-12162025_011231.xml · nonDerivative · entry 9

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,149,424

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

SEC source: 0002082564-25-000005 · form4-12162025_011231.xml · nonDerivative · entry 8

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,007,824

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

SEC source: 0002082564-25-000005 · form4-12162025_011231.xml · nonDerivative · entry 7

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,888,762

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

SEC source: 0002082564-25-000005 · form4-12162025_011231.xml · nonDerivative · entry 6

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,712,202

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

SEC source: 0002082564-25-000005 · form4-12162025_011231.xml · nonDerivative · entry 5

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,237,115

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

SEC source: 0002082564-25-000005 · form4-12162025_011231.xml · nonDerivative · entry 4

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,983,594

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

SEC source: 0002082564-25-000005 · form4-12162025_011231.xml · nonDerivative · entry 3

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,218,969

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

SEC source: 0002082564-25-000005 · form4-12162025_011231.xml · nonDerivative · entry 2

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 619,769

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

SEC source: 0002082564-25-000005 · form4-12162025_011231.xml · nonDerivative · entry 1

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 236,250

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

SEC source: 0002082564-25-000011 · form4a-12292025_091257.xml · nonDerivative · entry 1

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 61,996

F1 · kind: The transaction represents the number of shares of Common Stock withheld by the Issuer to satisfy tax withholding liabilities in connection with the net settlement of restricted stock units.

SEC source: 0002082564-26-000005 · form4a-03172026_090308.xml · derivative · entry 6

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 186,442 shares

Expires 2028-02-13

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: The option is fully vested. Pursuant to the terms of the reporting person's award agreement with the Issuer, the award became fully vested on December 27, 2021.

SEC source: 0002082564-26-000005 · form4a-03172026_090308.xml · derivative · entry 5

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,816

Underlying: Common Stock · 179,184 shares

Expires 2026-05-26

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: The option is fully vested. Pursuant to the terms of the reporting person's award agreement with the Issuer, the award became fully vested on May 23, 2020.

SEC source: 0002082564-26-000005 · form4a-03172026_090308.xml · nonDerivative · entry 4

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,371,514

F2 · kind: The reported sale transaction was undertaken as part of the Issuer's secondary offering, which occurred in conjunction with its initial public offering ("IPO").

SEC source: 0002082564-26-000005 · form4a-03172026_090308.xml · nonDerivative · entry 3

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,136,668

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

SEC source: 0002082564-26-000005 · form4a-03172026_090308.xml · nonDerivative · entry 2

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,708,226

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

SEC source: 0002082564-26-000005 · form4a-03172026_090308.xml · nonDerivative · entry 1

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,529,042

F1 · kind: The transaction represents the number of shares of Common Stock withheld by the Issuer to satisfy tax withholding liabilities in connection with the net settlement of restricted stock units.

SEC source: 0001239764-25-000004 · form4-12162025_011201.xml · derivative · entry 5

KILAR JASON · CIK 0001239764 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 200,000 shares

Expires 2030-05-13

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · date: The transaction occurred prior to the Issuer's registration of a class of equity securities under Section 12 of the Securities Exchange Act of 1934, as amended, in connection with the Issuer's initial public offering ("IPO"), and the transaction is reported herein pursuant to Rule 16a-2(a). The reported transaction is an exempt transaction with the Issuer.

F3 · derivative.exercise_date: The option is fully vested. Pursuant to the terms of the reporting person's award agreement with the Issuer, the award became fully vested on May 14, 2024.

SEC source: 0001239764-25-000004 · form4-12162025_011201.xml · derivative · entry 4

KILAR JASON · CIK 0001239764 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 100,000 shares

Expires 2027-10-17

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · date: The transaction occurred prior to the Issuer's registration of a class of equity securities under Section 12 of the Securities Exchange Act of 1934, as amended, in connection with the Issuer's initial public offering ("IPO"), and the transaction is reported herein pursuant to Rule 16a-2(a). The reported transaction is an exempt transaction with the Issuer.

F2 · derivative.exercise_date: The option is fully vested. Pursuant to the terms of the reporting person's award agreement with the Issuer, the award became fully vested on October 10, 2021.

SEC source: 0001239764-25-000004 · form4-12162025_011201.xml · nonDerivative · entry 2

KILAR JASON · CIK 0001239764 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 300,000

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · date: The transaction occurred prior to the Issuer's registration of a class of equity securities under Section 12 of the Securities Exchange Act of 1934, as amended, in connection with the Issuer's initial public offering ("IPO"), and the transaction is reported herein pursuant to Rule 16a-2(a). The reported transaction is an exempt transaction with the Issuer.

SEC source: 0001239764-25-000004 · form4-12162025_011201.xml · nonDerivative · entry 1

KILAR JASON · CIK 0001239764 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 100,000

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · date: The transaction occurred prior to the Issuer's registration of a class of equity securities under Section 12 of the Securities Exchange Act of 1934, as amended, in connection with the Issuer's initial public offering ("IPO"), and the transaction is reported herein pursuant to Rule 16a-2(a). The reported transaction is an exempt transaction with the Issuer.

SEC source: 0002078580-25-000005 · form4-12162025_011204.xml · derivative · entry 8

Wetterwald Julien · CIK 0002078580 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 304,000

Underlying: Common Stock · 304,000 shares

Expires not disclosed

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.

F4 · date: The transaction occurred prior to the Issuer's registration of a class of equity securities under Section 12 of the Securities Exchange Act of 1934, as amended, in connection with the IPO, and the transaction is reported herein pursuant to Rule 16a-2(a).

F5 · date: This restricted stock unit award represents an equity security previously reported on the reporting person's Form 3, which was acquired through an exempt transaction with the Issuer.

F6 · derivative.exercise_date: The award was granted subject to a performance-based vesting condition which was satisfied in connection with the IPO, as well as a service-based vesting schedule. The award shall vest as to 1/16 of the total award quarterly on the fifteenth calendar day of March, June, September, and December, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche vesting on March 15, 2026.

F7 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.

SEC source: 0002082642-25-000005 · form4-12162025_011219.xml · derivative · entry 8

Imberman Alan · CIK 0002082642 · CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 284,200

Underlying: Common Stock · 284,200 shares

Expires not disclosed

F5 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.

F1 · date: The transaction occurred prior to the Issuer's registration of a class of equity securities under Section 12 of the Securities Exchange Act of 1934, as amended, in connection with the Issuer's initial public offering ("IPO"), and the transaction is reported herein pursuant to Rule 16a-2(a). The reported transaction is an exempt transaction with the Issuer.

F6 · derivative.exercise_date: The award was granted subject to a performance-based vesting condition which was satisfied in connection with the Issuer's initial public offering, as well as a service-based vesting schedule. The award shall vest as to 1/16 of the total award quarterly on the fifteenth calendar day of March, June, September, and December, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche vesting on March 15, 2026.

F7 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.

SEC source: 0002082674-25-000005 · form4-12162025_011200.xml · derivative · entry 9

Lin Lauren · CIK 0002082674 · CLO, CCO and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 205,550

Underlying: Common Stock · 205,550 shares

Expires not disclosed

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.

F4 · date: The transaction occurred prior to the Issuer's registration of a class of equity securities under Section 12 of the Securities Exchange Act of 1934, as amended, in connection with the IPO, and the transaction is reported herein pursuant to Rule 16a-2(a).

F5 · date: This restricted stock unit award represents an equity security previously reported on the reporting person's Form 3, which was acquired through an exempt transaction with the Issuer.

F6 · derivative.exercise_date: The award was granted subject to a performance-based vesting condition which was satisfied in connection with the IPO, as well as a service-based vesting schedule. The award shall vest as to 1/16 of the total award quarterly on the fifteenth calendar day of December, March, June, and September, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche vesting on December 15, 2025.

F7 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.

SEC source: 0002091533-26-000002 · form4-03172026_090340.xml · derivative · entry 3

Schmidt Michael Reed · CIK 0002091533 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,014

Underlying: Common Stock · 34,014 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.

F4 · date: This transaction occurred prior to the Issuer's registration of a class of equity securities under Section 12 of the Securities Exchange Act of 1934, as amended, in connection with the Issuer's initial public offering. The transaction is reported herein pursuant to Rule 16a-2(a). The reported transaction is an exempt transaction with the Issuer and this restricted stock unit award was previously reported on the reporting person's Form 3.

F2 · derivative.exercise_date: The award vested or vests as to 1/16 of the total award quarterly on the fifteenth calendar day of March, June, September, and December, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche vested on March 15, 2026.

F3 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.

SEC source: 0002082642-25-000005 · form4-12162025_011219.xml · derivative · entry 7

Imberman Alan · CIK 0002082642 · CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 40,000 shares

Expires 2025-11-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · date: The transaction occurred prior to the Issuer's registration of a class of equity securities under Section 12 of the Securities Exchange Act of 1934, as amended, in connection with the Issuer's initial public offering ("IPO"), and the transaction is reported herein pursuant to Rule 16a-2(a). The reported transaction is an exempt transaction with the Issuer.

F4 · derivative.exercise_date: The option is fully vested. Pursuant to the terms of the reporting person's award agreement with the Issuer, the award became fully vested on October 26, 2019.

SEC source: 0002082642-25-000005 · form4-12162025_011219.xml · nonDerivative · entry 1

Imberman Alan · CIK 0002082642 · CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,411

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · date: The transaction occurred prior to the Issuer's registration of a class of equity securities under Section 12 of the Securities Exchange Act of 1934, as amended, in connection with the Issuer's initial public offering ("IPO"), and the transaction is reported herein pursuant to Rule 16a-2(a). The reported transaction is an exempt transaction with the Issuer.

SEC source: 0001218470-25-000012 · form4-12162025_011255.xml · derivative · entry 8

GOLDMAN KENNETH A · CIK 0001218470 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Goldman-Valeriote Family Trust

Disclosed balance after: 53,732

Underlying: Common Stock · 25,000 shares

Expires not disclosed

F3 · derivative.exercise_price: Pursuant to the Issuer's Restated Certificate of Incorporation, each share of Series C Convertible Preferred Stock ("Preferred Stock") may be converted, at the option of the holder, at any time. In connection with the completion of the Issuer's initial public offering ("IPO") of its Common Stock, each share of Preferred Stock automatically converted into shares of Common Stock at a ratio of 1-for-1. The securities have no expiration date.

F4 · date: The transaction occurred prior to the Issuer's registration of a class of equity securities under Section 12 of the Securities Exchange Act of 1934, as amended, in connection with the IPO, and the transaction is reported herein pursuant to Rule 16a-2(a).

F5 · kind: The reported transaction represents a gift, for no consideration, which is exempt pursuant to Rule 16b-5.

F3 · price: Pursuant to the Issuer's Restated Certificate of Incorporation, each share of Series C Convertible Preferred Stock ("Preferred Stock") may be converted, at the option of the holder, at any time. In connection with the completion of the Issuer's initial public offering ("IPO") of its Common Stock, each share of Preferred Stock automatically converted into shares of Common Stock at a ratio of 1-for-1. The securities have no expiration date.

F3 · derivative.exercise_date: Pursuant to the Issuer's Restated Certificate of Incorporation, each share of Series C Convertible Preferred Stock ("Preferred Stock") may be converted, at the option of the holder, at any time. In connection with the completion of the Issuer's initial public offering ("IPO") of its Common Stock, each share of Preferred Stock automatically converted into shares of Common Stock at a ratio of 1-for-1. The securities have no expiration date.

F3 · derivative.expiration_date: Pursuant to the Issuer's Restated Certificate of Incorporation, each share of Series C Convertible Preferred Stock ("Preferred Stock") may be converted, at the option of the holder, at any time. In connection with the completion of the Issuer's initial public offering ("IPO") of its Common Stock, each share of Preferred Stock automatically converted into shares of Common Stock at a ratio of 1-for-1. The securities have no expiration date.

F2 · ownership.nature: The reported securities are directly held by the Goldman-Valeriote Family Trust, for which the reporting person serves as trustee.

SEC source: 0002082564-25-000005 · form4-12162025_011231.xml · derivative · entry 20

Fortunato David · CIK 0002082564 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 141,600

Underlying: Common Stock · 141,600 shares

Expires not disclosed

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.

F5 · date: The transaction occurred prior to the Issuer's registration of a class of equity securities under Section 12 of the Securities Exchange Act of 1934, as amended, in connection with the IPO, and the transaction is reported herein pursuant to Rule 16a-2(a).

F6 · date: This restricted stock unit award represents an equity security previously reported on the reporting person's Form 3, which was acquired through an exempt transaction with the Issuer.

F7 · derivative.exercise_date: The award was granted subject to a performance-based vesting condition which was satisfied in connection with the IPO and a service-based vesting requirement which was deemed satisfied as of the grant date, July 14, 2025. The entire award was settled for shares of the Issuer's Common Stock in connection with the IPO.

F8 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.