Ethos Technologies (LIFE) grants 7,054 RSUs to director Wheeler, lifting holdings to 278,079
Rhea-AI Filing Summary
WHEELER WILLIAM J reported acquisition or exercise transactions in this Form 4 filing.
Ethos Technologies Inc. director William J. Wheeler received a grant of 7,054 shares of Class A Common Stock in the form of restricted stock units. The RSUs vest in four 25% installments on November 8, 2026, February 8, 2027, May 8, 2027 and August 8, 2027, with full vesting on the earlier of the first anniversary of grant or the 2027 annual stockholder meeting, subject to continuous service. Following this award, Wheeler reports 278,079 shares held directly, including shares issuable on settlement of RSUs.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 7,054 shares
Net Buy
1 txn
Insider
WHEELER WILLIAM J
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Class A Common Stock F1, F2 | 7,054 | $0.00 | $0.00 |
Holdings After Transaction:
Class A Common Stock — 278,079 shares (Direct)
Footnotes (2)
- F1. Represents a restricted stock unit ("RSU") award. The RSUs will vest as to 25% on each of November 8, 2026, February 8, 2027, May 8, 2027 and August 8, 2027, provided, that the unvested portion of the RSU grant shall be fully vested on the earlier of (i) the first anniversary of the date of grant and (ii) the date of the Issuer's 2027 annual stockholder meeting, subject to the Reporting Person's continuous service through each such vesting date.
- F2. Includes shares issuable on settlement of RSUs.
Key Figures
RSUs granted: 7,054 shares
Price per share: $0.0000
Holdings after transaction: 278,079 shares
+2 more
5 metrics
RSUs granted
7,054 shares
Restricted stock unit award to director William J. Wheeler on August 8, 2026
Price per share
$0.0000
Reported transaction price per share for the RSU grant
Holdings after transaction
278,079 shares
Total direct holdings after RSU award, including shares issuable on RSU settlement
First vesting date
November 8, 2026
First 25% of RSU award vests on this date, subject to continuous service
Final scheduled vesting date
August 8, 2027
Last 25% of RSU award vests on this date absent earlier full vesting
Key Terms
restricted stock unit ("RSU"), settlement of RSUs, continuous service
3 terms
restricted stock unit ("RSU") financial
"Represents a restricted stock unit ("RSU") award. The RSUs will vest as to 25%"
settlement of RSUs financial
"Includes shares issuable on settlement of RSUs."
continuous service financial
"subject to the Reporting Person's continuous service through each such vesting date."
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What did Ethos Technologies Inc. (LIFE) disclose about William J. Wheeler in this Form 4?
The filing reports that director William J. Wheeler received a grant of 7,054 RSUs of Class A Common Stock on August 8, 2026. These units are a form of equity compensation and increase his reported direct holdings to 278,079 shares, including shares issuable upon RSU settlement.
What is the vesting schedule for William J. Wheeler’s RSUs reported by LIFE?
The RSU award vests in four equal 25% installments on November 8, 2026, February 8, 2027, May 8, 2027 and August 8, 2027. Unvested RSUs fully vest earlier if the first anniversary of grant or the 2027 annual stockholder meeting occurs, subject to continuous service.
What are William J. Wheeler’s total reported holdings in LIFE after this transaction?
After the RSU grant, Wheeler reports 278,079 shares of Class A Common Stock held directly. A footnote clarifies this amount includes shares issuable on settlement of RSUs, combining currently owned shares with those underlying unvested restricted stock units.
Is the RSU grant to William J. Wheeler under a Rule 10b5-1 trading plan?
The Form 4 indicates the Rule 10b5-1 checkbox is not affirmatively checked, and the RSU grant is coded as a grant/award acquisition. No footnote describes it as made under a Rule 10b5-1 trading plan, suggesting it is standard equity compensation rather than a pre-arranged trading plan.
Does the LIFE Form 4 indicate any sales or dispositions by William J. Wheeler?
No sales or dispositions are reported. The Form 4 lists a single transaction coded A for acquisition of 7,054 RSUs. The transaction summary shows acquireCount = 1 and disposeCount = 0, indicating only an equity award, with no shares sold or otherwise disposed.