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WHEELER WILLIAM J profile photo

William J. Wheeler

CIK: 0001273281

Transaction Breakdown

Open Market Buys (P)1 (25.0%)

High conviction signal

Open Market Sales (S)0 (0.0%)

Position reduction

Option Exercises (M)0 (0.0%)

Derivative conversions

Awards (A)3 (75.0%)

Compensation grants

Other (G, F, J, C, D, …)0 (0.0%)

Gifts, tax withholding, conversions, dispositions to the issuer and other codes

Companies & Roles (2)

Ethos Technologies Inc. logo
LIFE

Ethos Technologies Inc.

Director
Evercore Inc. logo
EVR

Evercore Inc.

Director

Discretionary Trading P&L

Holdings

Transaction History (4 total)

  • Ethos Technologies Inc. logo
    LIFE

    Ethos Technologies Inc.

    Aug 8, 2026
    Award(A)
    Direct
    7.1K shares-
  • Evercore Inc. logo
    EVR

    Evercore Inc.

    Jun 10, 2026
    Award(A)
    Direct
    364 shares-
  • Ethos Technologies Inc. logo
    LIFE

    Ethos Technologies Inc.

    Jan 30, 2026
    Purchase(P)
    Direct
    260.5K shares at avg. $19.00$4.9M
  • Evercore Inc. logo
    EVR

    Evercore Inc.

    Jun 11, 2025
    Award(A)
    Direct
    527 shares-

1-4 of 4

About WHEELER WILLIAM J

WHEELER WILLIAM J (SEC CIK 0001273281) files insider reports with the SEC as Director of Ethos Technologies Inc. (LIFE) and Director of Evercore Inc. (EVR).

Signal8 holds 5 ownership filings by WHEELER WILLIAM J (1 Form 3, 4 Form 4), filed between Jun 12, 2025 and Aug 11, 2026. Those filings report 4 transactions, from Jun 11, 2025 to Aug 8, 2026. Signal8's Form 4 history starts in Sep 2024.

The business address on WHEELER WILLIAM J's filings is in AUSTIN, TX.

Recent filings by WHEELER WILLIAM J

  • Aug 8, 2026: Grant or award of LIFE shares (Form 4, code A).
  • Jun 10, 2026: Grant or award of EVR shares (Form 4, code A).
  • Jan 30, 2026: Open-market purchase of LIFE shares (Form 4, code P).
  • Jun 11, 2025: Grant or award of EVR shares (Form 4, code A).

Other insiders filing for Ethos Technologies Inc. (LIFE)

How to read Form 4 transaction codes