| Date | Name | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Tue, 14 Jul 2026 | Young Chris J. | director, officer: Chief Executive Officer | S-Sale | 12,302 | $0 |
| Tue, 14 Jul 2026 | Chen Gary | officer: Chief Product Officer | S-Sale | 12,302 | $0 |
| Tue, 14 Jul 2026 | Yang Jenny | officer: Chief Administrative Officer | P-Purchase | 24,604 | $0 |
| Thu, 2 Jul 2026 | Young Chris J. | director, officer: Chief Executive Officer | A-Award | 504,372 | $0 |
| Thu, 2 Jul 2026 | Shiue Chi-Wei David | officer: Chief Business Develop Officer | A-Award | 984,140 | $0 |
| Thu, 2 Jul 2026 | Chen Gary | officer: Chief Product Officer | A-Award | 504,372 | $0 |
| Thu, 2 Jul 2026 | Yang Jenny | officer: Chief Administrative Officer | A-Award | 123,018 | $0 |
| Thu, 2 Jul 2026 | Yu Simon | officer: President | A-Award | 295,242 | $0 |
| Holder | Shares | % out | Change |
|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 191,471 | 1.1% | +154,321 |
| GEODE CAPITAL MANAGEMENT, LLC | 112,348 | 0.7% | +66,775 |
| MILLENNIUM MANAGEMENT LLC | 86,573 | 0.5% | — |
| VANGUARD FIDUCIARY TRUST CO | 70,871 | 0.4% | +54,068 |
| FLAGSHIP HARBOR ADVISORS, LLC | 47,820 | 0.3% | — |
| STATE STREET CORP | 34,570 | 0.2% | — |
| NORTHERN TRUST CORP | 30,028 | 0.2% | — |
| StoneX Group Inc. | 24,718 | 0.1% | — |
| Quantinno Capital Management LP | 22,574 | 0.1% | +0 |
| BlackRock, Inc. | 13,411 | 0.1% | +0 |
| BANK OF MONTREAL /CAN/ | 13,300 | 0.1% | +0 |
| UBS Group AG | 4,347 | 0.0% | −114,709 |
| JONES FINANCIAL COMPANIES LLLP | 2,896 | 0.0% | — |
| BARCLAYS PLC | 2,222 | 0.0% | — |
| Crewe Advisors LLC | 1,470 | 0.0% | +0 |
