| Tue, 22 Sep 2026 | MITSUBISHI UFJ FINANCIAL GROUP INC | 10 percent owner | D-Return | 1,340,519 | $284.95M |
| Thu, 30 Jul 2026 | MITSUBISHI UFJ FINANCIAL GROUP INC | 10 percent owner | D-Return | 414,396 | $88.38M |
| Tue, 28 Jul 2026 | SCHAPIRO MARY L | director | G-Gift | 2,325 | $0 |
| Tue, 28 Jul 2026 | SCHAPIRO MARY L | director | S-Sale | 1,000 | $212.06K |
| Thu, 16 Jul 2026 | YESHAYA SHARON | officer: Chief Financial Officer | S-Sale | 9,172 | $2.04M |
| Fri, 17 Jul 2026 | Pizzi Michael A. | officer: Head Technology & Operations | S-Sale | 17,064 | $3.67M |
| Fri, 17 Jul 2026 | Pizzi Michael A. | officer: Head Technology & Operations | S-Sale | 7,101 | $1.54M |
| Thu, 16 Jul 2026 | YESHAYA SHARON | officer: Chief Financial Officer | S-Sale | 6,382 | $1.42M |
| Mon, 1 Jun 2026 | Miscik Judith A | director | A-Award | 1,310 | $0 |
| Mon, 1 Jun 2026 | Leibowitz Shelley B | director | A-Award | 1,310 | $0 |
| Mon, 1 Jun 2026 | James Erika H | director | A-Award | 1,310 | $0 |
| Mon, 1 Jun 2026 | Herz Robert H | director | A-Award | 1,310 | $0 |
| Mon, 1 Jun 2026 | SCHAPIRO MARY L | director | A-Award | 1,310 | $0 |
| Mon, 1 Jun 2026 | Peterson Douglas L. | director | A-Award | 1,310 | $0 |
| Mon, 1 Jun 2026 | WILKINS RAYFORD JR | director | A-Award | 1,310 | $0 |
| Mon, 1 Jun 2026 | GLOCER THOMAS H | director | A-Award | 1,310 | $0 |
| Mon, 1 Jun 2026 | GLOCER THOMAS H | director | A-Award | 512 | $107.5K |
| Mon, 1 Jun 2026 | GOOD LYNN J | director | A-Award | 1,310 | $0 |
| Mon, 1 Jun 2026 | TRAQUINA PERRY M | director | A-Award | 369 | $77.5K |
| Mon, 1 Jun 2026 | BUTLER MEGAN | director | A-Award | 1,310 | $0 |
| Mon, 1 Jun 2026 | NALLY DENNIS M | director | A-Award | 345 | $72.5K |
| Mon, 1 Jun 2026 | BUTLER MEGAN | director | F-InKind | 190 | $39.89K |
| Mon, 1 Jun 2026 | TRAQUINA PERRY M | director | A-Award | 1,310 | $0 |
| Mon, 1 Jun 2026 | Peterson Douglas L. | director | A-Award | 274 | $57.5K |
| Mon, 1 Jun 2026 | GOOD LYNN J | director | A-Award | 274 | $57.5K |
| Mon, 1 Jun 2026 | NALLY DENNIS M | director | A-Award | 1,310 | $0 |
| Mon, 20 Apr 2026 | GROSSMAN ERIC F | officer: Chief Legal/Admin Officer | S-Sale | 5,559 | $1.06M |
| Thu, 16 Apr 2026 | CRAWLEY MANDELL | officer: Chief Client Officer | S-Sale | 300 | $56.72K |
| Thu, 16 Apr 2026 | CRAWLEY MANDELL | officer: Chief Client Officer | G-Gift | 1,053 | $0 |
| Fri, 17 Apr 2026 | SIMKOWITZ DANIEL A | officer: Co-President | G-Gift | 8,000 | $0 |
| Thu, 16 Apr 2026 | SAPERSTEIN ANDREW M | officer: Co-President | S-Sale | 3,190 | $610.25K |
| Thu, 16 Apr 2026 | CRAWLEY MANDELL | officer: Chief Client Officer | S-Sale | 13,283 | $2.5M |
| Fri, 17 Apr 2026 | SIMKOWITZ DANIEL A | officer: Co-President | S-Sale | 14,690 | $2.78M |
| Thu, 16 Apr 2026 | SAPERSTEIN ANDREW M | officer: Co-President | S-Sale | 600 | $115.27K |
| Thu, 16 Apr 2026 | SAPERSTEIN ANDREW M | officer: Co-President | S-Sale | 1,400 | $266.62K |
| Thu, 16 Apr 2026 | SAPERSTEIN ANDREW M | officer: Co-President | S-Sale | 6,353 | $1.2M |
| Thu, 16 Apr 2026 | SAPERSTEIN ANDREW M | officer: Co-President | S-Sale | 33,541 | $6.32M |
| Thu, 16 Apr 2026 | SAPERSTEIN ANDREW M | officer: Co-President | S-Sale | 6,584 | $1.23M |
| Thu, 16 Apr 2026 | YESHAYA SHARON | officer: Chief Financial Officer | G-Gift | 9,172 | $0 |
| Thu, 16 Apr 2026 | CRAWLEY MANDELL | officer: Chief Client Officer | S-Sale | 2,546 | $476.74K |
| Thu, 12 Mar 2026 | SAPERSTEIN ANDREW M | officer: Co-President | F-InKind | 26,943 | $4.33M |
| Thu, 12 Mar 2026 | SAPERSTEIN ANDREW M | officer: Co-President | A-Award | 52,777 | $0 |
| Thu, 12 Mar 2026 | Pizzi Michael A. | officer: Head Technology & Operations | A-Award | 16,432 | $0 |
| Thu, 12 Mar 2026 | Pizzi Michael A. | officer: Head Technology & Operations | F-InKind | 7,900 | $1.27M |
| Thu, 12 Mar 2026 | GROSSMAN ERIC F | officer: Chief Legal/Admin Officer | A-Award | 22,715 | $0 |
| Thu, 12 Mar 2026 | GROSSMAN ERIC F | officer: Chief Legal/Admin Officer | F-InKind | 11,597 | $1.87M |
| Thu, 12 Mar 2026 | CRAWLEY MANDELL | officer: Chief Client Officer | A-Award | 9,666 | $0 |
| Thu, 12 Mar 2026 | CRAWLEY MANDELL | officer: Chief Client Officer | F-InKind | 4,935 | $793.99K |
| Thu, 12 Mar 2026 | PICK EDWARD | director, officer: Chairman and CEO | F-InKind | 33,677 | $5.42M |
| Thu, 12 Mar 2026 | PICK EDWARD | director, officer: Chairman and CEO | A-Award | 60,897 | $0 |
