| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
CLO, CCO and Secretary
1 company
Lin Lauren serves as a CLO, CCO and Secretary at WLTH. Across recent SEC filings that breaks down to 0 buys and 5 sells. Those positions are worth an estimated $1.7M at current prices.
The biggest single holding is WLTH (~$1.7M) as CLO, CCO and Secretary. The recent filings there lean toward selling, a net 60,755 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 17, 2026 | WLTH Wealthfront Corporation | CLO, CCO and Secretary | Sell10b5-1 | 4,574 | $10.10 | $46,214.32 | -2.6% | - | - | |
| Sep 16, 2026 | WLTH Wealthfront Corporation | CLO, CCO and Secretary | Sale+OE | 21,112 | $10.60 | $223,845.90 | -10.7% | - | - | |
| Jun 17, 2026 | WLTH Wealthfront Corporation | CLO, CCO and Secretary | Sell10b5-1 | 4,840 | $8.45 | $40,908.16 | -3.0% | +28.9% | - | |
| Dec 11, 2025 | WLTH Wealthfront Corp | CLO, CCO and Secretary | Sale+OE | 30,229 | $14.00 | $423,206.00 | -24.1% | -40.8% | - |