| Mar 21, 2024 | YPYu Peter Director · 10% Owner | JOther | 2,505,687 | $0.00 | $0 | |
| Mar 5, 2024 | BWBrophy Warson Tracey Director | Holdings only | — | — | — | |
| Mar 5, 2024 | CN | Holdings only | — | — | — | |
| Mar 5, 2024 | KT | Holdings only | — | — | — | |
| Mar 5, 2024 | FM | Holdings only | — | — | — | |
| Mar 5, 2024 | BA | Holdings only | — | — | — | |
| Mar 5, 2024 | LJ | Holdings only | — | — | — | |
| Mar 5, 2024 | YPYu Peter Director · 10% Owner | Holdings only | — | — | — | |
| Feb 28, 2024 | SCSmith Craig Lindsay See remarks · Director | AGrant | 54,387 | — | — | |
| Feb 26, 2024 | CNCurtin Nancy Ann Chief Investment Officer · Director | FTax | 17,131.73 | $5.65 | $96,794 | |
| Feb 26, 2024 | WRWeeber Robert Pres, Intl. Wealth Mmgt | MExercise | 35,796.45 | $0.00 | $0 | |
| Feb 21, 2024 | SCSmith Craig Lindsay See remarks · Director | FTax | 13,445.06 | $5.65 | $75,965 | |
| Feb 21, 2024 | GCGraham Colleen A Global General Counsel | FTax | 10,737.19 | $5.65 | $60,665 | |
| Feb 21, 2024 | YSYarad Stephen D. Chief Financial Officer | FTax | 20,709.11 | $5.65 | $117,006 | |
| Feb 21, 2024 | MKMoran Kevin P. Chief Operating Officer | FTax | 23,044.5 | $5.65 | $130,201 | |
| Feb 21, 2024 | CBConnell Brooke Pres, US Wealth Mmgt | FTax | 18,410.48 | $5.65 | $104,019 | |
| Feb 21, 2024 | MSMaliagros Spiros President, Asset Management · Director | FTax | 8,707.69 | $5.65 | $49,198 | |
| Feb 21, 2024 | TMTiedemann Michael Chief Executive Officer · Director | FTax | 12,699.75 | $5.65 | $71,754 | |
| Feb 21, 2024 | PRParmelee Reid Chief Accounting Officer | FTax | 6,902.73 | $5.65 | $39,000 | |
| Jan 5, 2024 | YPYu Peter Director · 10% Owner | MExercise | 13,111 | — | — | |
| Jan 5, 2024 | BWBrophy Warson Tracey Director | MExercise | 13,111 | — | — | |
| Jan 5, 2024 | LJ | MExercise | 13,111 | — | — | |
| Jan 5, 2024 | KT | MExercise | 13,111 | — | — | |
| Jan 5, 2024 | BA | MExercise | 13,111 | — | — | |
| Jan 2, 2024 | FM | Holdings only | — | — | — | |
| Jan 2, 2024 | FM | Holdings only | — | — | — | |