Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WisdomTree, Inc.WT · Entity 4093 | Director · Chief Executive Officer | February 23, 2026 | February 25, 2026 |
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 February 23, 2026 · Filed February 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Performance Based Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 42,880 |
Reported balance
After 2026-02-23 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-02-23 · Grant · Acquired 42,880 · Balance 42,880 F1: On January 25, 2026, the Compensation Committee of the Issuer's Board of Directors approved a grant of performance-based restricted stock units ("PRSUs") initially reported on a Form 4 filed January 27, 2026 and amended February 24, 2026 ("Prior Form 4"), with the target number of PRSUs determined based on the grant-date fair value calculated using a Monte Carlo valuation methodology. On February 23, 2026, the Compensation Committee approved a change in the methodology for determining PRSU target shares to one based on the Issuer's grant date closing stock price and, in connection with that change, approved a separate, additional grant of PRSUs to the Reporting Person equal to the difference between (i) the target number of PRSUs reported in the Prior Form 4 and (ii) the target number of PRSUs determined using the Issuer's closing stock price on January 25, 2026. This grant is intended to qualify for the Rule 16b-3 exemption under the Securities Exchange Act of 1934. F2: Each performance-based restricted stock unit represents the right to receive, on the vesting date, one share of common stock for each unit that vests. F3: These PRSUs are scheduled to vest on February 23, 2029. The target number of PRSUs is reported on this form. Between 0% and 200% of the target number of PRSUs may vest and the number of shares of the Issuer's common stock ("Common Stock") to be issued 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 3-year period from the grant date. If the Reporting Person's employment is terminated under certain circumstances or a change of control occurs prior to the 3rd 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 will be determined at such time based on the respective TSRs of the Common Stock and the stock of the peer group, each measured from the grant date to the accelerated vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: On January 25, 2026, the Compensation Committee of the Issuer's Board of Directors approved a grant of performance-based restricted stock units ("PRSUs") initially reported on a Form 4 filed January 27, 2026 and amended February 24, 2026 ("Prior Form 4"), with the target number of PRSUs determined based on the grant-date fair value calculated using a Monte Carlo valuation methodology. On February 23, 2026, the Compensation Committee approved a change in the methodology for determining PRSU target shares to one based on the Issuer's grant date closing stock price and, in connection with that change, approved a separate, additional grant of PRSUs to the Reporting Person equal to the difference between (i) the target number of PRSUs reported in the Prior Form 4 and (ii) the target number of PRSUs determined using the Issuer's closing stock price on January 25, 2026. This grant is intended to qualify for the Rule 16b-3 exemption under the Securities Exchange Act of 1934.
F2: Each performance-based restricted stock unit represents the right to receive, on the vesting date, one share of common stock for each unit that vests.
F3: These PRSUs are scheduled to vest on February 23, 2029. The target number of PRSUs is reported on this form. Between 0% and 200% of the target number of PRSUs may vest and the number of shares of the Issuer's common stock ("Common Stock") to be issued 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 3-year period from the grant date. If the Reporting Person's employment is terminated under certain circumstances or a change of control occurs prior to the 3rd 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 will be determined at such time based on the respective TSRs of the Common Stock and the stock of the peer group, each measured from the grant date to the accelerated vesting date.
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 |
|---|---|---|---|---|---|---|
| February 16, 2018 Filed Feb 20, 2018 19:49 UTC | WisdomTree, Inc. WETF · Entity 4093 | SaleCommon Stock | 81,663 | $10.15 | $828,814.12 |
DisclosureSEC source: 0001209191-18-011216 · doc4.xml · nonDerivative · entry 1 Steinberg Jonathan L · CIK 0000934992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,392,687 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on August 16, 2017. 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. F2 · price: The price included in Column 4 is an average weighted price. These shares were sold in multiple transactions at prices ranging from $9.7150 to $10.50, 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 (2) of this Form 4. F3 · balance_after: Includes restricted stock awards which vest as to (i) 38,220 shares on each of January 25, 2019, 2020 and 2021 and (ii) 147,290 shares on January 27, 2019. Read SEC document |
| January 25, 2018 Filed Jan 29, 2018 21:25 UTC | WisdomTree, Inc. WETF · Entity 4093 | GrantCommon Stock | 114,660 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-005851 · doc4.xml · nonDerivative · entry 1 Steinberg Jonathan L · CIK 0000934992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,474,350 F1 · shares: Restricted stock awarded by Issuer on January 25, 2018 and vesting as to 38,220 shares on each of January 25, 2019, 2020 and 2021. F2 · balance_after: Includes restricted stock awards which vest as to (i) 38,220 shares on each of January 25, 2019, 2020 and 2021 and (ii) 147,290 shares on January 27, 2019. Read SEC document |
| December 29, 2017 Filed Jan 2, 2018 22:20 UTC | WisdomTree, Inc. WETF · Entity 4093 | Tax withholdingCommon Stock | 82,217 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-000299 · doc4.xml · nonDerivative · entry 2 Steinberg Jonathan L · CIK 0000934992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,359,690 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 147,290 shares on January 27, 2019. Read SEC document |
| December 29, 2017 Filed Jan 2, 2018 22:20 UTC | WisdomTree, Inc. WETF · Entity 4093 | Tax withholdingCommon Stock | 20,961 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-000299 · doc4.xml · nonDerivative · entry 1 Steinberg Jonathan L · CIK 0000934992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,441,907 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 147,290 shares on January 27, 2019. Read SEC document |
| March 16, 2017 Filed Mar 16, 2017 16:48 UTC | WisdomTree, Inc. WETF · Entity 4093 | PurchaseCommon Stock | 54,585 | $9.27 | $506,161.25 |
DisclosureSEC source: 0001209191-17-020999 · doc4.xml · nonDerivative · entry 2 Steinberg Jonathan L · CIK 0000934992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,462,868 F3 · price: The price included in Column 4 is an average weighted price. These shares were purchased in multiple transactions at prices ranging from $9.22 to $9.30, 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 (3) of this Form 4. F2 · balance_after: Includes restricted stock awards which vest as to (i) 37,550 shares on January 28, 2018, (ii) 147,291 shares on January 27, 2018 and (iii) 147,290 shares on January 27, 2019. Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 16:48 UTC | WisdomTree, Inc. WETF · Entity 4093 | PurchaseCommon Stock | 43,386 | $8.97 | $389,172.42 |
DisclosureSEC source: 0001209191-17-020999 · doc4.xml · nonDerivative · entry 1 Steinberg Jonathan L · CIK 0000934992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,408,283 F1 · price: The price included in Column 4 is an average weighted price. These shares were purchased in multiple transactions at prices ranging from $8.93 to $8.99, 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) 37,550 shares on January 28, 2018, (ii) 147,291 shares on January 27, 2018 and (iii) 147,290 shares on January 27, 2019. Read SEC document |
| January 28, 2017 Filed Jan 30, 2017 21:22 UTC | WisdomTree, Inc. WETF · Entity 4093 | Tax withholdingCommon Stock | 15,474 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-006123 · doc4.xml · nonDerivative · entry 3 Steinberg Jonathan L · CIK 0000934992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,370,378 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) 37,550 shares on January 28, 2018, (ii) 147,291 shares on January 27, 2018 and (iii) 147,290 shares on January 27, 2019. Read SEC document |
| January 28, 2017 Filed Jan 31, 2017 21:27 UTC Amendment | WisdomTree, Inc. WETF · Entity 4093 | Tax withholdingCommon Stock | 20,955 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-006378 · doc4a.xml · nonDerivative · entry 3 Steinberg Jonathan L · CIK 0000934992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,364,897 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) 37,550 shares on January 28, 2018, (ii) 147,291 shares on January 27, 2018 and (iii) 147,290 shares on January 27, 2019. Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:22 UTC | WisdomTree, Inc. WETF · Entity 4093 | Tax withholdingCommon Stock | 76,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-006123 · doc4.xml · nonDerivative · entry 1 Steinberg Jonathan L · CIK 0000934992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,385,852 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) 37,539 shares on January 28, 2017, (ii) 37,550 shares on January 28, 2018, (iii) 147,291 shares on January 27, 2018 and (iv) 147,290 shares on January 27, 2019. Read SEC document |
| January 27, 2017 Filed Jan 31, 2017 21:27 UTC Amendment | WisdomTree, Inc. WETF · Entity 4093 | Tax withholdingCommon Stock | 76,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-006378 · doc4a.xml · nonDerivative · entry 1 Steinberg Jonathan L · CIK 0000934992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,385,852 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) 37,539 shares on January 28, 2017, (ii) 37,550 shares on January 28, 2018, (iii) 147,291 shares on January 27, 2018 and (iv) 147,290 shares on January 27, 2019. Read SEC document |
| January 14, 2017 Filed Jan 18, 2017 14:43 UTC | WisdomTree, Inc. WETF · Entity 4093 | Tax withholdingCommon Stock | 21,789 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-003997 · doc4.xml · nonDerivative · entry 1 Steinberg Jonathan L · CIK 0000934992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,462,212 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) 37,539 shares on January 28, 2017, (ii) 37,550 shares on January 28, 2018, (iii) 147,291 shares on each of January 27, 2017 and 2018 and (iv) 147,290 shares on January 27, 2019. Read SEC document |
| September 14, 2016 Filed Sep 14, 2016 19:53 UTC | WisdomTree, Inc. WETF · Entity 4093 | PurchaseCommon Stock | 100,000 | $10.23 | $1,022,530.00 |
DisclosureSEC source: 0001209191-16-141378 · doc4.xml · nonDerivative · entry 1 Steinberg Jonathan L · CIK 0000934992 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,484,001 F1 · price: The price included in Column 4 is an average weighted price. These shares were purchased in multiple transactions at prices ranging from $10.14 to $10.30, 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) 51,772 shares on January 14, 2017, (ii) 37,539 shares on January 28, 2017, (iii) 37,550 shares on January 28, 2018, (iv) 147,291 shares on each of January 27, 2017 and 2018 and (v) 147,290 shares on January 27, 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.