v3.26.1
Insider Trading Arrangements
 3 Months Ended
Mar. 31, 2026
shares
Trading Arrangements, by Individual  
Material Terms of Trading Arrangement
Plans
ActionDate
Rule 10b5-1 (1)
Non-Rule 10b5-1 (2)
Number of Securities to
be Sold
Latest
Expiration (3)
Jonathan S. Beatty, Managing Director and Head of Advisor Services
Adoption2/27/2026x—8,00012/31/26
(1) Intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).
(2) Not intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).
(3) Plans expire at the close of trading on the date presented or at such earlier date upon the completion of all trades under the plan (or the expiration of the orders relating to such trades without execution).
Rule 10b5-1 Arrangement Terminated false
Non-Rule 10b5-1 Arrangement Terminated false
Jonathan S. Beatty [Member]  
Trading Arrangements, by Individual  
Name Jonathan S. Beatty
Title Managing Director and Head of Advisor Services
Rule 10b5-1 Arrangement Adopted true
Non-Rule 10b5-1 Arrangement Adopted false
Adoption Date 2/27/2026
Arrangement Duration 307 days
Aggregate Available 8,000