Investment Advice · DE · CIK 1165002
Offers global multi-asset securities products to international and domestic clients
Comparable business profile · signals at a glance
In the 90 days to Feb 23, 2026: 6 sold $977K.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| Feb 23, 2026 | Casey Brian OCEO | Sell | 18,943 | $16.22 | $307K |
| Feb 23, 2026 | Helfert AdrianCIO, Multi-Asset Inv. | Sell | 10,772 | $16.22 | $175K |
| Feb 23, 2026 | Gomez FabianPresident | Sell | 6,223 | $16.22 | $101K |
| Feb 23, 2026 | Lockridge MatthewHead, U.S. Value Inv. | Sell | 5,379 | $16.22 | $87K |
| Feb 23, 2026 | Forbes Murray IiiChief Financial Officer | Sell | 2,859 | $16.22 | $46K |
| Feb 23, 2026 | Linton David OHead of Distribution | Sell | 2,654 | $16.22 | $43K |
| Dec 10, 2025 | Casey Brian OCEO | Sell | 8,341 | $16.55 | $138K |
| Dec 9, 2025 | Casey Brian OCEO | Sell | 1,764 | $16.41 | $29K |
| Dec 8, 2025 | Casey Brian OCEO | Sell | 1,602 | $16.45 | $26K |
| Dec 5, 2025 | Casey Brian OCEO | Sell | 1,351 | $16.44 | $22K |
| Nov 28, 2025 | Casey Brian OCEO | Sell | 99 | $17.00 | $2K |
| Nov 26, 2025 | Casey Brian OCEO | Sell | 40 | $17.00 | $680 |
| Nov 10, 2025 | Casey Brian OCEO | Sell | 370 | $17.00 | $6K |
Open-market buys & sells (Form 4, transaction codes P/S). Source: SEC structured insider data.