Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COHEN & STEERS, INC.CNS · Entity 4049 | Chief Financial Officer, EVP | August 20, 2026 | August 21, 2026 |
| WisdomTree, Inc.WETF · Entity 4093 | Chief Financial Officer | January 25, 2021 | January 27, 2021 |
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.
COHEN & STEERS, INC.
Report date August 20, 2026 · Filed August 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,657 |
Reported balance
After 2026-08-20 transaction · row 1
1 source rowRow 1 · 2026-08-20 · Grant · Acquired 95 · Balance 11,657 F1: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's third quarter 2026 dividend and accrued to the reporting person on unvested restricted stock units granted in June 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's third quarter 2026 dividend and accrued to the reporting person on unvested restricted stock units granted in June 2026.
WisdomTree, Inc.
Report date January 25, 2021 · Filed January 27, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 700,250 |
Last balance in matching sequence
After 2021-01-25 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2021-01-25 · Grant · Acquired 50,419 · Balance 719,406 F1: Restricted stock awarded by Issuer on January 25, 2021 and vesting as to (i) 16,806 shares on each of January 25, 2022 and 2023 and (ii) 16,807 shares on January 25, 2024. F2: Includes restricted stock awards vesting as to (i) 16,806 shares on each of January 25, 2022 and 2023 and (ii) 16,807 shares on January 25, 2024. Row 2 · 2021-01-25 · Tax withholding · Disposed 19,156 · Balance 700,250 F3: Surrender of common stock to Issuer upon vesting of restricted stock award to cover withholding taxes. F2: Includes restricted stock awards vesting as to (i) 16,806 shares on each of January 25, 2022 and 2023 and (ii) 16,807 shares on January 25, 2024. |
| Performance Based Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 16,806 |
Reported balance
After 2021-01-25 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-01-25 · Grant · Acquired 16,806 · Balance 16,806 F4: On the third anniversary of the grant date, the Performance-Based Restricted Stock Units ("PRSUs") will vest and the number of shares of the Issuer's common stock ("Common Stock") to be issued pursuant to the PRSUs will be determined based on the total shareholder return ("TSR") of the Common Stock relative to the respective TSRs of the stocks of a peer group of companies, each measured over a three-year period from the date of grant of the PRSUs. The number of shares of Common Stock to be issued upon vesting of the PRSUs will range between 0% to 200% of the number of shares indicated above (the target share amount). F5: (Continuation of Footnote 4) - If the Reporting Person's employment is terminated under certain circumstances or a change of control occurs prior to the third anniversary of the grant date, all or a portion of the PRSUs will vest and the number of shares of Common Stock to be issued pursuant to the PRSUs will be determined at such time, based on the respective TSRs of the Common Stock and the stocks of the peer group, each measured from the grant date to the accelerated vesting date. PRSUs have no voting rights and are generally non-transferable. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock awarded by Issuer on January 25, 2021 and vesting as to (i) 16,806 shares on each of January 25, 2022 and 2023 and (ii) 16,807 shares on January 25, 2024.
F2: Includes restricted stock awards vesting as to (i) 16,806 shares on each of January 25, 2022 and 2023 and (ii) 16,807 shares on January 25, 2024.
F3: Surrender of common stock to Issuer upon vesting of restricted stock award to cover withholding taxes.
F4: On the third anniversary of the grant date, the Performance-Based Restricted Stock Units ("PRSUs") will vest and the number of shares of the Issuer's common stock ("Common Stock") to be issued pursuant to the PRSUs will be determined based on the total shareholder return ("TSR") of the Common Stock relative to the respective TSRs of the stocks of a peer group of companies, each measured over a three-year period from the date of grant of the PRSUs. The number of shares of Common Stock to be issued upon vesting of the PRSUs will range between 0% to 200% of the number of shares indicated above (the target share amount).
F5: (Continuation of Footnote 4) - If the Reporting Person's employment is terminated under certain circumstances or a change of control occurs prior to the third anniversary of the grant date, all or a portion of the PRSUs will vest and the number of shares of Common Stock to be issued pursuant to the PRSUs will be determined at such time, based on the respective TSRs of the Common Stock and the stocks of the peer group, each measured from the grant date to the accelerated vesting date. PRSUs have no voting rights and are generally non-transferable.
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 |
|---|---|---|---|---|---|---|
| August 20, 2026 Filed Aug 21, 2026 16:10 UTC | COHEN & STEERS, INC. CNS · Entity 4049 | GrantCommon Stock | 95 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-058361 · wk-form4_1787328620.xml · nonDerivative · entry 1 Muni Amit · CIK 0001326907 · Chief Financial Officer, EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,657 F1 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's third quarter 2026 dividend and accrued to the reporting person on unvested restricted stock units granted in June 2026. Read SEC document |
| June 08, 2026 Filed Jun 9, 2026 20:40 UTC | COHEN & STEERS, INC. CNS · Entity 4049 | GrantCommon Stock | 11,562 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-041933 · wk-form4_1781037623.xml · nonDerivative · entry 1 Muni Amit · CIK 0001326907 · Chief Financial Officer, EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,562 F1 · shares: Represents restricted stock units ("RSUs") granted by the issuer to the reporting person. Any dividends paid on the issuer's common stock are paid in additional RSUs (the "dividend RSUs"). The RSUs vest ratably over four years, and the dividend RSUs vest on the fourth anniversary of the grant date of the RSUs. Read SEC document |
| January 25, 2021 Filed Jan 27, 2021 21:23 UTC | WisdomTree, Inc. WETF · Entity 4093 | GrantPerformance Based Restricted Stock Units · Derivative | 16,806 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-005659 · doc4.xml · derivative · entry 3 Muni Amit · CIK 0001326907 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,806 Underlying: Common Stock · 16,806 shares Expires not disclosed F4 · derivative.expiration_date: On the third anniversary of the grant date, the Performance-Based Restricted Stock Units ("PRSUs") will vest and the number of shares of the Issuer's common stock ("Common Stock") to be issued pursuant to the PRSUs will be determined based on the total shareholder return ("TSR") of the Common Stock relative to the respective TSRs of the stocks of a peer group of companies, each measured over a three-year period from the date of grant of the PRSUs. The number of shares of Common Stock to be issued upon vesting of the PRSUs will range between 0% to 200% of the number of shares indicated above (the target share amount). F5 · derivative.expiration_date: (Continuation of Footnote 4) - If the Reporting Person's employment is terminated under certain circumstances or a change of control occurs prior to the third anniversary of the grant date, all or a portion of the PRSUs will vest and the number of shares of Common Stock to be issued pursuant to the PRSUs will be determined at such time, based on the respective TSRs of the Common Stock and the stocks of the peer group, each measured from the grant date to the accelerated vesting date. PRSUs have no voting rights and are generally non-transferable. Read SEC document |
| January 25, 2021 Filed Jan 27, 2021 21:23 UTC | WisdomTree, Inc. WETF · Entity 4093 | Tax withholdingCommon Stock | 19,156 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-005659 · doc4.xml · nonDerivative · entry 2 Muni Amit · CIK 0001326907 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 700,250 F3 · shares: Surrender of common stock to Issuer upon vesting of restricted stock award to cover withholding taxes. F2 · balance_after: Includes restricted stock awards vesting as to (i) 16,806 shares on each of January 25, 2022 and 2023 and (ii) 16,807 shares on January 25, 2024. Read SEC document |
| January 25, 2021 Filed Jan 27, 2021 21:23 UTC | WisdomTree, Inc. WETF · Entity 4093 | GrantCommon Stock | 50,419 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-005659 · doc4.xml · nonDerivative · entry 1 Muni Amit · CIK 0001326907 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 719,406 F1 · shares: Restricted stock awarded by Issuer on January 25, 2021 and vesting as to (i) 16,806 shares on each of January 25, 2022 and 2023 and (ii) 16,807 shares on January 25, 2024. F2 · balance_after: Includes restricted stock awards vesting as to (i) 16,806 shares on each of January 25, 2022 and 2023 and (ii) 16,807 shares on January 25, 2024. Read SEC document |
| January 15, 2021 Filed Jan 16, 2021 01:45 UTC | WisdomTree, Inc. WETF · Entity 4093 | Exercise / conversionStock Option (right to buy) · Derivative | 75,000 | $5.05 Strike: $5.05 | $378,750.00 |
DisclosureSEC source: 0001209191-21-003923 · doc4.xml · derivative · entry 3 Muni Amit · CIK 0001326907 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 75,000 shares Expires 2021-01-26 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. F4 · derivative.exercise_date: Exercisable as to 37,500 shares on each of January 27, 2014, 2015, 2016 and 2017. Read SEC document |
| January 15, 2021 Filed Jan 16, 2021 01:45 UTC | WisdomTree, Inc. WETF · Entity 4093 | SaleCommon Stock | 75,000 | $5.33 | $399,592.50 |
DisclosureSEC source: 0001209191-21-003923 · doc4.xml · nonDerivative · entry 2 Muni Amit · CIK 0001326907 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 668,987 F2 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on December 15, 2020. Accordingly, the reporting person had no discretion with regard to the timing of the transaction. All sales by the reporting person are subject to the Issuer's equity ownership requirements. F3 · price: The price included in Column 4 is an average weighted price. These shares were sold in multiple transactions at prices ranging from $5.27 to $5.45, inclusive. The reporting person undertakes to provide to WisdomTree Investments, Inc., any security holder of WisdomTree Investments, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (3) of this Form 4. F1 · balance_after: Includes restricted stock awards which vest as to (i) 53,572 shares on January 25, 2021, (ii) 41,151 shares on January 25, 2022 and (iii) 11,868 shares on January 25, 2023. Read SEC document |
| January 15, 2021 Filed Jan 16, 2021 01:45 UTC | WisdomTree, Inc. WETF · Entity 4093 | Exercise / conversionCommon Stock | 75,000 | $5.05 | $378,750.00 |
DisclosureSEC source: 0001209191-21-003923 · doc4.xml · nonDerivative · entry 1 Muni Amit · CIK 0001326907 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 743,987 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 · balance_after: Includes restricted stock awards which vest as to (i) 53,572 shares on January 25, 2021, (ii) 41,151 shares on January 25, 2022 and (iii) 11,868 shares on January 25, 2023. Read SEC document |
| January 28, 2020 Filed Jan 28, 2020 22:20 UTC | WisdomTree, Inc. WETF · Entity 4093 | SaleCommon Stock | 28,500 | $3.87 | $110,329.20 |
DisclosureSEC source: 0001209191-20-005221 · doc4.xml · nonDerivative · entry 3 Muni Amit · CIK 0001326907 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 668,987 F4 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on December 13, 2019. Accordingly, the Reporting Person had no discretion with regard to the timing of the transaction. All sales by the Reporting Person are subject to the Issuer's equity ownership requirements. F5 · price: The price included in Column 4 is an average weighted price. These shares were sold in multiple transactions at prices ranging from $3.83 to $3.905, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in footnote 5 of this Form 4. F2 · balance_after: Includes restricted stock awards which vest as to (i) 53,572 shares on January 25, 2021, (ii) 41,151 shares on January 25, 2022 and (iii) 11,868 shares on January 25, 2023. Read SEC document |
| January 25, 2020 Filed Jan 28, 2020 22:20 UTC | WisdomTree, Inc. WETF · Entity 4093 | GrantPerformance Based Restricted Stock Units · Derivative | 8,900 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-005221 · doc4.xml · derivative · entry 4 Muni Amit · CIK 0001326907 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,900 Underlying: Common Stock · 8,900 shares Expires not disclosed F6 · derivative.expiration_date: On the third anniversary of the grant date, the Performance-Based Restricted Stock Units ("PRSUs") will vest and the number of shares of the Issuer's common stock ("Common Stock") to be issued pursuant to the PRSUs will be determined based on the total shareholder return ("TSR") of the Common Stock relative to the respective TSRs of the stocks of a peer group of companies, each measured over a three-year period from the date of grant of the PRSUs. The number of shares of Common Stock to be issued upon vesting of the PRSUs will range between 0% to 200% of the number of shares indicated above (the target share amount). F7 · derivative.expiration_date: (Continuation of Footnote 6) - If the Reporting Person's employment is terminated under certain circumstances or a change of control occurs prior to the third anniversary of the grant date, all or a portion of the PRSUs will vest and the number of shares of Common Stock to be issued pursuant to the PRSUs will be determined at such time, based on the respective TSRs of the Common Stock and the stocks of the peer group, each measured from the grant date to the accelerated vesting date. PRSUs have no voting rights and are generally non-transferable. Read SEC document |
| January 25, 2020 Filed Jan 28, 2020 22:20 UTC | WisdomTree, Inc. WETF · Entity 4093 | Tax withholdingCommon Stock | 17,052 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-005221 · doc4.xml · nonDerivative · entry 2 Muni Amit · CIK 0001326907 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 697,487 F3 · shares: Surrender of common stock to Issuer upon vesting of restricted stock award to cover withholding taxes. F2 · balance_after: Includes restricted stock awards which vest as to (i) 53,572 shares on January 25, 2021, (ii) 41,151 shares on January 25, 2022 and (iii) 11,868 shares on January 25, 2023. Read SEC document |
| January 25, 2020 Filed Jan 28, 2020 22:20 UTC | WisdomTree, Inc. WETF · Entity 4093 | GrantCommon Stock | 35,602 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-005221 · doc4.xml · nonDerivative · entry 1 Muni Amit · CIK 0001326907 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 714,539 F1 · shares: Restricted stock awarded by Issuer on January 25, 2020 and vesting as to (i) 11,867 shares on each of January 25, 2021 and 2022 and (ii) 11,868 shares on January 25, 2023. F2 · balance_after: Includes restricted stock awards which vest as to (i) 53,572 shares on January 25, 2021, (ii) 41,151 shares on January 25, 2022 and (iii) 11,868 shares on January 25, 2023. Read SEC document |
| February 04, 2019 Filed Feb 4, 2019 21:09 UTC | WisdomTree, Inc. WETF · Entity 4093 | PurchaseCommon Stock | 13,500 | $5.99 | $80,816.40 |
DisclosureSEC source: 0001209191-19-006749 · doc4.xml · nonDerivative · entry 1 Muni Amit · CIK 0001326907 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 678,937 F1 · price: The price included in Column 4 is an average weighted price. These shares were purchased in multiple transactions at prices ranging from $5.98 to $5.99, inclusive. The reporting person undertakes to provide to WisdomTree Investments, Inc., any security holder of WisdomTree Investments, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in footnote (1) of this Form 4. F2 · balance_after: Includes restricted stock awards which vest as to (i) 45,552 shares on January 25, 2020, (ii) 41,705 shares on January 25, 2021 and (iii) 29,284 shares on January 25, 2022. Read SEC document |
| January 27, 2019 Filed Jan 29, 2019 22:09 UTC | WisdomTree, Inc. WETF · Entity 4093 | Tax withholdingCommon Stock | 10,839 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-005786 · doc4.xml · nonDerivative · entry 3 Muni Amit · CIK 0001326907 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 665,437 F3 · shares: Surrender of common stock to Issuer upon vesting of restricted stock award to cover withholding taxes. F4 · balance_after: Includes restricted stock awards which vest as to (i) 45,552 shares on January 25, 2020, (ii) 41,705 shares on January 25, 2021 and (iii) 29,284 shares on January 25, 2022. Read SEC document |
| January 25, 2019 Filed Jan 29, 2019 22:09 UTC | WisdomTree, Inc. WETF · Entity 4093 | GrantPerformance Based Restricted Stock Units · Derivative | 21,963 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-005786 · doc4.xml · derivative · entry 4 Muni Amit · CIK 0001326907 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,963 Underlying: Common Stock · 21,963 shares Expires not disclosed F5 · derivative.expiration_date: On the third anniversary of the grant date, the Performance-Based Restricted Stock Units ("PRSUs") will vest and the number of shares of the Issuer's common stock ("Common Stock") to be issued pursuant to the PRSUs will be determined based on the total shareholder return ("TSR") of the Common Stock relative to the respective TSRs of the stocks of a peer group of companies, each measured over a three-year period from the date of grant of the PRSUs. The number of shares of Common Stock to be issued upon vesting of the PRSUs will range between 0% to 200% of the number of shares indicated above (the target share amount). F6 · derivative.expiration_date: (Continuation of Footnote 5) - If the Reporting Person's employment is terminated under certain circumstances or a change of control occurs prior to the third anniversary of the grant date, all or a portion of the PRSUs will vest and the number of shares of Common Stock to be issued pursuant to the PRSUs will be determined at such time, based on the respective TSRs of the Common Stock and the stocks of the peer group, each measured from the grant date to the accelerated vesting date. PRSUs have no voting rights and are generally non-transferable. Read SEC document |
| January 25, 2019 Filed Jan 29, 2019 22:09 UTC | WisdomTree, Inc. WETF · Entity 4093 | Tax withholdingCommon Stock | 6,389 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-005786 · doc4.xml · nonDerivative · entry 2 Muni Amit · CIK 0001326907 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 676,276 F3 · shares: Surrender of common stock to Issuer upon vesting of restricted stock award to cover withholding taxes. F2 · balance_after: Includes restricted stock awards which vest as to (i) 31,861 shares on January 27, 2019, (ii) 45,552 shares on January 25, 2020, (iii) 41,705 shares on January 25, 2021 and (iv) 29,284 shares on January 25, 2022. Read SEC document |
| January 25, 2019 Filed Jan 29, 2019 22:09 UTC | WisdomTree, Inc. WETF · Entity 4093 | GrantCommon Stock | 87,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-005786 · doc4.xml · nonDerivative · entry 1 Muni Amit · CIK 0001326907 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 682,665 F1 · shares: Restricted stock awarded by Issuer on January 25, 2019 and vesting as to (i) 29,283 shares on each of January 25, 2020 and 2021 and (ii) 29,284 shares on January 25, 2022. F2 · balance_after: Includes restricted stock awards which vest as to (i) 31,861 shares on January 27, 2019, (ii) 45,552 shares on January 25, 2020, (iii) 41,705 shares on January 25, 2021 and (iv) 29,284 shares on January 25, 2022. Read SEC document |
| January 25, 2018 Filed Jan 29, 2018 21:24 UTC | WisdomTree, Inc. WETF · Entity 4093 | GrantCommon Stock | 37,264 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-005846 · doc4.xml · nonDerivative · entry 1 Muni Amit · CIK 0001326907 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 594,815 F1 · shares: Restricted stock awarded by Issuer on January 25, 2018 and vesting as to (i) 12,421 shares on each of January 25, 2019 and 2020 and (ii) 12,422 shares on January 25, 2021. F2 · balance_after: Includes restricted stock awards which vest as to (i) 16,268 shares on January 25, 2019, (ii) 31,861 shares on January 27, 2019, (iii) 16,269 shares on January 25, 2020 and (iv) 12,422 shares on January 25, 2021. Read SEC document |
| December 29, 2017 Filed Jan 2, 2018 22:18 UTC | WisdomTree, Inc. WETF · Entity 4093 | Tax withholdingCommon Stock | 7,257 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-000292 · doc4.xml · nonDerivative · entry 3 Muni Amit · CIK 0001326907 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 557,551 F1 · shares: Surrender of common stock to Issuer to cover withholding taxes upon accelerated vesting of restricted stock award originally scheduled to vest in January 2018. F2 · balance_after: Includes restricted stock awards which vest as to (i) 31,861 shares on January 27, 2019, (ii) 3,847 shares on January 25, 2019 and (iii) 3,848 shares on January 25, 2020. Read SEC document |
| December 29, 2017 Filed Jan 2, 2018 22:18 UTC | WisdomTree, Inc. WETF · Entity 4093 | Tax withholdingCommon Stock | 16,431 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-000292 · doc4.xml · nonDerivative · entry 2 Muni Amit · CIK 0001326907 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 564,808 F1 · shares: Surrender of common stock to Issuer to cover withholding taxes upon accelerated vesting of restricted stock award originally scheduled to vest in January 2018. F2 · balance_after: Includes restricted stock awards which vest as to (i) 31,861 shares on January 27, 2019, (ii) 3,847 shares on January 25, 2019 and (iii) 3,848 shares on January 25, 2020. Read SEC document |
| December 29, 2017 Filed Jan 2, 2018 22:18 UTC | WisdomTree, Inc. WETF · Entity 4093 | Tax withholdingCommon Stock | 1,984 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-000292 · doc4.xml · nonDerivative · entry 1 Muni Amit · CIK 0001326907 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 581,239 F1 · shares: Surrender of common stock to Issuer to cover withholding taxes upon accelerated vesting of restricted stock award originally scheduled to vest in January 2018. F2 · balance_after: Includes restricted stock awards which vest as to (i) 31,861 shares on January 27, 2019, (ii) 3,847 shares on January 25, 2019 and (iii) 3,848 shares on January 25, 2020. Read SEC document |
| January 28, 2017 Filed Jan 30, 2017 21:15 UTC | WisdomTree, Inc. WETF · Entity 4093 | Tax withholdingCommon Stock | 5,191 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-006110 · doc4.xml · nonDerivative · entry 2 Muni Amit · CIK 0001326907 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 583,233 F1 · shares: Surrender of common stock to Issuer upon vesting of restricted stock award to cover withholding taxes. F3 · balance_after: Includes restricted stock awards which vest as to (i) 14,072 shares on January 28, 2018, (ii) 31,861 shares of each of January 27, 2018 and 2019, (iii) 3,847 shares on each of January 25, 2018 and 2019 and (iv) 3,848 shares on January 25, 2020. Read SEC document |
| January 28, 2017 Filed Jan 31, 2017 21:27 UTC Amendment | WisdomTree, Inc. WETF · Entity 4093 | Tax withholdingCommon Stock | 5,201 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-006377 · doc4a.xml · nonDerivative · entry 2 Muni Amit · CIK 0001326907 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 583,223 F1 · shares: Surrender of common stock to Issuer upon vesting of restricted stock award to cover withholding taxes. F3 · balance_after: Includes restricted stock awards which vest as to (i) 14,072 shares on January 28, 2018, (ii) 31,861 shares of each of January 27, 2018 and 2019, (iii) 3,847 shares on each of January 25, 2018 and 2019 and (iv) 3,848 shares on January 25, 2020. Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:15 UTC | WisdomTree, Inc. WETF · Entity 4093 | Tax withholdingCommon Stock | 11,769 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-006110 · doc4.xml · nonDerivative · entry 1 Muni Amit · CIK 0001326907 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 588,424 F1 · shares: Surrender of common stock to Issuer upon vesting of restricted stock award to cover withholding taxes. F2 · balance_after: Includes restricted stock awards which vest as to (i) 14,068 shares on January 28, 2017, (ii) 14,072 shares on January 28, 2018, (iii) 31,861 shares of each of January 27, 2018 and 2019, (iv) 3,847 shares on each of January 25, 2018 and 2019 and (v) 3,848 shares on January 25, 2020. Read SEC document |
| January 27, 2017 Filed Jan 31, 2017 21:27 UTC Amendment | WisdomTree, Inc. WETF · Entity 4093 | Tax withholdingCommon Stock | 11,769 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-006377 · doc4a.xml · nonDerivative · entry 1 Muni Amit · CIK 0001326907 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 588,424 F1 · shares: Surrender of common stock to Issuer upon vesting of restricted stock award to cover withholding taxes. F2 · balance_after: Includes restricted stock awards which vest as to (i) 14,068 shares on January 28, 2017, (ii) 14,072 shares on January 28, 2018, (iii) 31,861 shares of each of January 27, 2018 and 2019, (iv) 3,847 shares on each of January 25, 2018 and 2019 and (v) 3,848 shares on January 25, 2020. Read SEC document |
| January 25, 2017 Filed Jan 27, 2017 21:25 UTC | WisdomTree, Inc. WETF · Entity 4093 | GrantCommon Stock | 11,542 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-005889 · doc4.xml · nonDerivative · entry 1 Muni Amit · CIK 0001326907 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600,193 F1 · shares: Restricted stock awarded by Issuer on January 25, 2017 and vesting as to (i) 3,847 shares on each of January 25, 2018 and 2019 and (ii) 3,848 shares on January 25, 2020. F2 · balance_after: Includes restricted stock awards which vest as to (i) 14,068 shares on January 28, 2017, (ii) 14,072 shares on January 28, 2018, (iii) 31,861 shares of each of January 27, 2017, 2018 and 2019, (iv) 3,847 shares on each of January 25, 2018 and 2019 and (v) 3,848 shares on January 25, 2020. Read SEC document |
| January 14, 2017 Filed Jan 18, 2017 14:42 UTC | WisdomTree, Inc. WETF · Entity 4093 | Tax withholdingCommon Stock | 5,799 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-003995 · doc4.xml · nonDerivative · entry 1 Muni Amit · CIK 0001326907 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 588,651 F1 · shares: Surrender of common stock to Issuer upon vesting of restricted stock award to cover withholding taxes. F2 · balance_after: Includes restricted stock awards which vest as to (i) 14,068 shares on January 28, 2017, (ii) 14,072 shares on January 28, 2018 and (iii) 31,861 shares of each of January 27, 2017, 2018 and 2019. 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.