William J. Wheeler
William J. Wheeler's purchase track record
William J. Wheeler has only 1 open-market purchase with a full 6 months of price history after it -- too few to call a track record yet.
| Purchase | Stock | Amount | 3 months | 6 months | S&P 500, 6 mo. |
|---|---|---|---|---|---|
| 1/30/2026 | LIFE | $4.95M | +23.9% | +35.7% | +7.9% |
Computed by MarketWall from SEC Form 4 filings and daily closing prices (close on the purchase date to the close about 3 and 6 months later). Companies that have since delisted are not included. Past results, not investment advice.
Associated companies
Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 4, 2026
Goldman Sachs lowers Evercore price target to $331. Goldman Sachs maintained its positive stance on Evercore but reduced its price target to $331. Separately, Evercore noted that the risk of a yield-curve inversion is increasing while the AI-driven market rally continues. The stock currently trades near its support level, with an average analyst target of $359.30.
Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
September 7, 2026
Life Insurance Sector Sees Q2 Premium Growth. The life insurance sector reported Q2 gains driven by premium growth, which may reflect increased demand for retirement and savings products. Athene, as a company focused on retirement savings, operates within this sector and may benefit from the same market dynamics. Separately, high-yield preferred stocks continue to attract attention as alternatives to CDs, suggesting sustained investor interest in higher-yielding fixed income products like the Athene debentures.
Transaction History
| LIFE | ▲ Buy | Grant | 7,054 | $0 | 8/8/2026 | View on chart |
| EVR | ▲ Buy | Grant | 364 | $0 | 6/10/2026 | View on chart |
| LIFE | ▲ Buy | Open Market | 260,525 | $4.9M | 1/30/2026 | View on chart |
| EVR | ▲ Buy | Grant | 527 | $0 | 6/11/2025 | View on chart |
| EVR | ▲ Buy | Grant | 639 | $0 | 6/18/2024 | View on chart |
| EVR | ▲ Buy | Grant | 1,069 | $0 | 6/15/2023 | View on chart |
| EVR | ▲ Buy | Grant | 1,184 | $0 | 6/16/2022 | View on chart |
| ATHS | ▲ Buy | Grant | 23,564 | $0 | 1/1/2022 | View on chart |
| ATHS | ▼ Sell | Other | 482,529 | — | 1/1/2022 | View on chart |
| ATHS | ▼ Sell | Other | 35,345 | — | 1/1/2022 | View on chart |
| ATHS | ▼ Sell | Other | 23,564 | — | 1/1/2022 | View on chart |
AI Market Commentary
AI-generatedAll commentary →Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 14, 2026
Ethos Technologies to Report Q3 2026 Results on Nov 2
Ethos Technologies (LIFE) will release its third quarter 2026 financial results on November 2. The company has been given a market outperform rating and a new price target of $40 by Citizens. Whale traders were active in the stock during today’s session. The stock sits near a support level of $18.62 and shows a breakout signal on the Bollinger Bands.
Ethos Technologies to Report Q3 2026 Results on Nov 2. Ethos Technologies (LIFE) will release its third quarter 2026 financial results on November 2. The company has been given a market outperform rating and a new price target of $40 by Citizens. Whale traders were active in the stock during today’s session. The stock sits near a support level of $18.62 and shows a breakout signal on the Bollinger Bands.