SEC Form 4 reporting owner

Wheeler William J

Wheeler William J has filed 3 Form 4 transactions reported between January 30, 2026 and August 8, 2026, as a reporting owner of Ethos Technologies Inc. and a reporting owner of Evercore Inc..

Name as filed: WHEELER WILLIAM J

Open-market buys, 24 mo
$4.9M
1 lines
Open-market sales, 24 mo
None
reported
Companies
2
with Form 4 filings
Latest transaction
Aug 8, 2026
transaction date

Roles and reported holdings

  • LIFEEthos Technologies Inc.
    Jan 30, 2026 – Aug 8, 2026

    Reporting owner

    Held directly271,025 sh as of Jan 30, 2026 · Form 4

    24 months: $4.9M bought

  • EVREvercore Inc.
    Jun 10, 2026

    Reporting owner

    No common-stock holding reported on a purchase, sale, gift or withholding line.

Transaction history

All 3 reported transactions, newest first. Every row links to the Form 4 on SEC EDGAR.

DateCompanyTypeSharesValueFiling
Aug 8, 2026LIFEGrant or awardCode A · direct7,054—Form 4
Jun 10, 2026EVRGrant or awardCode A · direct364—Form 4
Jan 30, 2026LIFEOpen-market purchaseCode P · direct260,525$4.9M@ $19.00Form 4

How this page is built

Every row comes from a Form 4 filed with the SEC, which officers, directors and holders of more than 10% of a company’s stock must file within two business days of a trade. Transactions are grouped by the reporting owner’s name as filed (spacing, capitals and punctuation ignored); two different people filing under an identical name would appear together, and one person filing under two spellings appears on two pages.

Open-market totals count code P purchases and code S sales over the last 24 months. The same trade reported on more than one filing is counted once; when another owner (for example a fund and its general partner) reports the identical trade, they are listed beside it. Holdings are the shares owned after the latest purchase, sale, gift or tax-withholding line, shown separately for direct and indirect ownership; an indirect figure is one holding line, not a total across every trust or entity.

This page describes what was filed with the SEC; it is not investment advice or a recommendation to buy or sell any security.