MD, Head of Advisor ServicesCIK 0002028977
| Score | Actor | Security | Side | Value | Disclosed | Evidence |
|---|---|---|---|---|---|---|
| 39 | Beatty Jonathan SMD, Head of Advisor Services | Open-market sale | SELL | $111K 1,000 sh | Aug 18, 2026 traded Aug 17, 2026 | |
Beatty Jonathan SMD, Head of Advisor Services |
Open-market sale · 10b5-1 plan |
| SELL |
| $194K 2,000 sh |
| Jul 6, 2026 traded Jul 2, 2026 |
| 8 | Beatty Jonathan SMD, Head of Advisor Services | Open-market sale · 10b5-1 plan | SELL | $200K 2,000 sh | Jul 6, 2026 traded Jul 6, 2026 |
| 4 | Beatty Jonathan SMD, Head of Advisor Services | Tax withholding · 10b5-1 plan | F | $96K 1,036 sh | Jul 6, 2026 traded Jul 1, 2026 |
| 5 | Beatty Jonathan SMD, Head of Advisor Services | Grant or award | A | — 24.5K sh | Mar 4, 2026 traded Mar 2, 2026 |
| 0 | Beatty Jonathan SMD, Head of Advisor Services | Option exercise · 10b5-1 plan | M | — 2,000 sh | Jan 23, 2026 traded Jan 22, 2026 |
| 13 | Beatty Jonathan SMD, Head of Advisor Services | Open-market sale · 10b5-1 plan | SELL | $210K 2,000 sh | Jan 23, 2026 traded Jan 22, 2026 |
| 2 | Beatty Jonathan SMD, Head of Advisor Services | Option exercise · 10b5-1 plan | M | $93K 2,000 sh | Jan 23, 2026 traded Jan 22, 2026 |
| 4 | Beatty Jonathan SMD, Head of Advisor Services | Option exercise · 10b5-1 plan | M | $93K 2,000 sh | Dec 29, 2025 traded Dec 23, 2025 |
| 14 | Beatty Jonathan SMD, Head of Advisor Services | Open-market sale · 10b5-1 plan | SELL | $204K 2,000 sh | Dec 29, 2025 traded Dec 23, 2025 |
| 1 | Beatty Jonathan SMD, Head of Advisor Services | Option exercise · 10b5-1 plan | M | — 2,000 sh | Dec 29, 2025 traded Dec 23, 2025 |
| 11 | Beatty Jonathan SMD, Head of Advisor Services | Option exercise · 10b5-1 plan | M | — 3,072 sh | Nov 14, 2025 traded Nov 12, 2025 |
| 24 | Beatty Jonathan SMD, Head of Advisor Services | Open-market sale · 10b5-1 plan | SELL | $301K 3,072 sh | Nov 14, 2025 traded Nov 12, 2025 |
| 6 | Beatty Jonathan SMD, Head of Advisor Services | Option exercise · 10b5-1 plan | M | $143K 3,072 sh | Nov 14, 2025 traded Nov 12, 2025 |