WHEELER WILLIAM J — SEC Form 4 filings
SEC reporting owner CIK 1273281. 5 Form 4 filings on record with FilingPulse; latest filed 2026-08-11.
Transaction summary — filings shown
Covers all 5 filings on record, filed 2024-06-20 to 2026-08-11. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): 1 leg across 1 filing — 260,525 shares, $4,949,975 total (shares × price as filed).
- Open-market sales (code S, non-derivative): none reported.
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 4.
- Largest priced transaction: purchase of 260,525 shares @ $19.00 ($4,949,975) in Ethos Technologies Inc., filed 2026-01-30.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| Ethos Technologies Inc. (LIFE) | Director | 2 | 1 leg · 260,525 sh · $4,949,975 | — | 1 |
| Evercore Inc. (EVR) | Director | 3 | — | — | 3 |
Form 4 filings — WHEELER WILLIAM J
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-08-11 | 4 | Ethos Technologies Inc. (LIFE) | Grant/award (A): 7,054 @ $0 | EDGAR |
| 2026-06-12 | 4 | Evercore Inc. (EVR) | Grant/award (A): 364 @ $0 | EDGAR |
| 2026-01-30 | 4 | Ethos Technologies Inc. (LIFE) | Purchase (P): 260,525 @ $19 | EDGAR |
| 2025-06-12 | 4 | Evercore Inc. (EVR) | Grant/award (A): 527 @ $0 | EDGAR |
| 2024-06-20 | 4 | Evercore Inc. (EVR) | Grant/award (A): 639 @ $0 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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