XML 39 R28.htm IDEA: XBRL DOCUMENT v3.25.2
Insider Trading Arrangements
3 Months Ended
Jun. 30, 2025
shares
Trading Arrangements, by Individual  
Material Terms of Trading Arrangement
During the three months ended June 30, 2025, certain of our directors and officers adopted or terminated trading arrangements for the sale of shares of our common stock as follows:
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
Adoption5/28/2025x(4)12/31/2026
(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).
(4) Securities to be sold under the plan represent up to 13,216 shares of our common stock to be acquired upon the exercise of stock options.
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 5/28/2025
Expiration Date 12/31/2026
Arrangement Duration 582 days
Aggregate Available 13,216