| Date | Name | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Mon, 3 Aug 2026 | Steinmetz Arthur Philip | director | A-Award | 40 | $0 |
| Mon, 3 Aug 2026 | KESTER W CARL | director | A-Award | 9 | $0 |
| Sat, 1 Aug 2026 | Park Charles | — | — | 0 | $0 |
| Fri, 30 Jan 2026 | Delbos David | other | D-Return | 3,587 | $49.29K |
| Fri, 30 Jan 2026 | Delbos David | other | M-Exempt | 3,587 | — |
| Fri, 30 Jan 2026 | Dickstein Akiva | other | D-Return | 3,944 | $54.2K |
| Fri, 30 Jan 2026 | Dickstein Akiva | other | M-Exempt | 3,944 | — |
| Fri, 30 Jan 2026 | Garfin Mitchell | other | D-Return | 4,604 | $63.26K |
| Fri, 30 Jan 2026 | Garfin Mitchell | other | M-Exempt | 4,604 | — |
| Fri, 30 Jan 2026 | MacLellan Scott | other | D-Return | 494 | $6.78K |
| Fri, 30 Jan 2026 | MacLellan Scott | other | M-Exempt | 494 | — |
| Holder | Shares | % out | Change |
|---|---|---|---|
| MORGAN STANLEY | 4,083,624 | 10.4% | −84,212 |
| WELLS FARGO & COMPANY/MN | 1,007,843 | 2.6% | −19,044 |
| UBS Group AG | 606,131 | 1.6% | −33,092 |
| GUGGENHEIM CAPITAL LLC | 520,486 | 1.3% | −108,032 |
| Invesco Ltd. | 384,488 | 1.0% | +58,589 |
| Shaker Financial Services, LLC | 301,450 | 0.8% | +188,687 |
| RAYMOND JAMES FINANCIAL INC | 284,146 | 0.7% | −18,758 |
| Venture Visionary Partners LLC | 279,335 | 0.7% | −21,582 |
| ENVESTNET ASSET MANAGEMENT INC | 204,454 | 0.5% | +38,921 |
| ROYAL BANK OF CANADA | 191,191 | 0.5% | +10,029 |
| PRINCIPAL SECURITIES, INC. | 182,218 | 0.5% | +24,538 |
| BANK OF AMERICA CORP /DE/ | 178,861 | 0.5% | −76,487 |
| LPL Financial LLC | 171,532 | 0.4% | +35,401 |
| Blue Zone Wealth Advisors, LLC | 162,935 |
| 0.4% |
| −10,406 |
| Waterfront Wealth Inc. | 156,398 | 0.4% | +136,443 |
