Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WisdomTree, Inc.WETF · Entity 4093 | Director | July 25, 2022 | July 26, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
WisdomTree, Inc.
Report date July 25, 2022 · Filed July 26, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 80,543 |
Reported balance
After 2022-07-25 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-07-25 · Grant · Acquired 19,762 · Balance 80,543 F1: Includes restricted stock award which vests as to 19,762 shares on July 15, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes restricted stock award which vests as to 19,762 shares on July 15, 2023.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 25, 2022 Filed Jul 26, 2022 18:34 UTC | WisdomTree, Inc. WETF · Entity 4093 | GrantCommon Stock | 19,762 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-043196 · doc4.xml · nonDerivative · entry 1 Cosgrove Susan J · CIK 0001774526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,543 F1 · balance_after: Includes restricted stock award which vests as to 19,762 shares on July 15, 2023. Read SEC document |
| June 17, 2021 Filed Jun 21, 2021 21:10 UTC | WisdomTree, Inc. WETF · Entity 4093 | GrantCommon Stock | 15,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-042121 · doc4.xml · nonDerivative · entry 1 Cosgrove Susan J · CIK 0001774526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,781 F1 · balance_after: Includes restricted stock awards which vest as to (i) 27,247 shares on June 18, 2021 and (ii) 15,625 shares on June 17, 2022. Read SEC document |
| June 18, 2020 Filed Jun 19, 2020 18:02 UTC | WisdomTree, Inc. WETF · Entity 4093 | GrantCommon Stock | 27,247 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-037836 · doc4.xml · nonDerivative · entry 1 Cosgrove Susan J · CIK 0001774526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,156 F1 · balance_after: Includes restricted stock award which vests as to 27,247 shares on June 18, 2021. Read SEC document |
| June 18, 2019 Filed Jun 20, 2019 20:05 UTC | WisdomTree, Inc. WETF · Entity 4093 | GrantCommon Stock | 15,948 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-038209 · doc4.xml · nonDerivative · entry 1 Cosgrove Susan J · CIK 0001774526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,909 F1 · balance_after: Includes restricted stock awards which vest as to (i) 1,961 shares on April 24, 2020 and (ii) 15,948 shares on June 18, 2020. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.