Directors & Officers
| Name | Title | Year Born |
|---|---|---|
| Mr. Richard Steinmeier | CEO & Director | 1974 |
| Mr. Matthew Jon Audette B.S. | President & CFO | 1975 |
| Mr. Matthew K. Enyedi | MD & Chief Client Officer | 1974 |
| Ms. Aneri Jambusaria CFP | Group MD & Chief Wealth Officer | 1984 |
| Mr. Greg Gates | Group MD and Chief Product & Technology Officer | 1977 |
| Ms. Judith Kohoskie Ricketts | Executive Vice President of Operations | NA |
| Mr. Marc Andrew Zabicki C.F.A. | Chief Investment Officer | NA |
| Ms. Katharine Reeping | Senior VP, Controller & Chief Accounting Officer | 1978 |
| Mr. Jonathan Lewis | Chief Technology & Information Officer | NA |
| Mr. Matthew Edwin Morningstar J.D. | Group MD & Chief Legal Officer | 1976 |
Insider Trading
Open insider trading| Date | Insider Name | Title | Transaction Type | Shares | Price | Value | SEC |
|---|---|---|---|---|---|---|---|
| Apr 15, 2026 | Matthew J Audette | N/A | Sale | 1.11K | $330.01 | $366.31K | SEC |
| Apr 14, 2026 | Matthew J Audette | N/A | Sale | 469.00 | $325.34 | $152.58K | SEC |
| Mar 27, 2026 | Gilbert Ray Cisneros, Jr. | N/A | Purchase | N/A | $296.90 | N/A | — |
| Mar 10, 2026 | Marc Eliot Cohen | N/A | Sale | 1.09K | $309.72 | $336.98K | SEC |
| Mar 09, 2026 | Marc Eliot Cohen | N/A | Sale | 2.21K | $308.75 | $682.96K | SEC |
| Feb 26, 2026 | Matthew Enyedi | N/A | Sale | 2.11K | $320.15 | $675.20K | SEC |
| Feb 26, 2026 | Matthew J Audette | N/A | Sale | 1.58K | $320.50 | $506.71K | SEC |
| Dec 10, 2025 | Gilbert Ray Cisneros, Jr. | N/A | Purchase | N/A | $386.99 | N/A | — |
| Dec 05, 2025 | Richard Steinmeier | N/A | Sale | 5.06K | $370.99 | $1.88M | SEC |
| Dec 05, 2025 | Greg Gates | N/A | Sale | 750.00 | $370.97 | $278.23K | SEC |
| Dec 01, 2025 | Aneri Jambusaria | N/A | Sale | 80.00 | $352.48 | $28.20K | SEC |
| Nov 05, 2025 | Greg Gates | N/A | Sale | 1.50K | $376.43 | $564.65K | SEC |
| Oct 27, 2025 | Michael T. McCaul | N/A | Sale | N/A | $343.43 | N/A | — |
| Oct 06, 2025 | Greg Gates | N/A | Sale | 750.00 | $314.42 | $235.82K | SEC |
| Sep 05, 2025 | Greg Gates | N/A | Sale | 1.50K | $338.21 | $507.32K | SEC |
| Sep 02, 2025 | Aneri Jambusaria | N/A | Sale | 80.00 | $361.25 | $28.90K | SEC |
| Aug 22, 2025 | Michael T. McCaul | N/A | Sale | N/A | $362.44 | N/A | — |
| Aug 05, 2025 | Greg Gates | N/A | Sale | 1.50K | $374.05 | $561.08K | SEC |
| Jul 03, 2025 | Greg Gates | N/A | Sale | 1.50K | $382.63 | $573.95K | SEC |