Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JACOBS SOLUTIONS INC.J · Entity 3307 | CFO and EVP | December 01, 2023 | December 05, 2023 |
| SLB LIMITED/NVSLB · Entity 2936 | VP, Treasurer | March 30, 2022 | March 31, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
JACOBS SOLUTIONS INC.
Report date December 01, 2023 · Filed December 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,796 |
Reported balance
After 2023-12-01 transaction · row 1
1 source rowRow 1 · 2023-12-01 · Tax withholding · Disposed 61 · Balance 27,796 F1: Represents number of shares of Jacobs common stock tendered for tax withholding upon vesting of restricted stock units pursuant to the Company's Stock Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents number of shares of Jacobs common stock tendered for tax withholding upon vesting of restricted stock units pursuant to the Company's Stock Incentive Plan.
SLB LIMITED/NV
Report date March 30, 2022 · Filed March 31, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 Par Value Per ShareSEC Table I · non-derivative | Direct | 41,483 |
Reported balance
After 2022-03-30 transaction · row 1
1 source rowRow 1 · 2022-03-30 · Sale · Disposed 11,628 · Balance 41,483 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 01, 2023 Filed Dec 5, 2023 23:02 UTC | JACOBS SOLUTIONS INC. J · Entity 3307 | Tax withholdingCommon Stock | 61 | $129.56 | $7,903.16 |
DisclosureSEC source: 0001209191-23-057532 · doc4.xml · nonDerivative · entry 1 Jaramillo Claudia · CIK 0001724603 · CFO and EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,796 F1 · shares: Represents number of shares of Jacobs common stock tendered for tax withholding upon vesting of restricted stock units pursuant to the Company's Stock Incentive Plan. Read SEC document |
| November 16, 2023 Filed Nov 21, 2023 01:32 UTC | JACOBS SOLUTIONS INC. J · Entity 3307 | Tax withholdingCommon Stock | 599 | $133.10 | $79,726.90 |
DisclosureSEC source: 0001209191-23-056174 · doc4.xml · nonDerivative · entry 1 Jaramillo Claudia · CIK 0001724603 · CFO and EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,857 F1 · shares: Represents number of shares of Jacobs common stock tendered for tax withholding upon vesting of restricted stock units pursuant to the Company's Stock Incentive Plan. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 22:43 UTC | JACOBS SOLUTIONS INC. J · Entity 3307 | GrantCommon Stock | 6,131 | $137.00 | $839,947.00 |
DisclosureSEC source: 0001209191-23-055827 · doc4.xml · nonDerivative · entry 1 Jaramillo Claudia · CIK 0001724603 · CFO and EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,456 F1 · shares: Represents the receipt of restricted stock units pursuant to the Company's Stock Incentive Plan. Each restricted stock unit represents the right to receive one share of Jacobs common stock. The restricted stock unit vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| March 30, 2022 Filed Mar 31, 2022 20:52 UTC | SLB LIMITED/NV SLB · Entity 2936 | SaleCommon Stock, $0.01 Par Value Per Share | 11,628 | $43.00 | $500,004.00 |
DisclosureSEC source: 0001127602-22-010751 · form4.xml · nonDerivative · entry 1 Jaramillo Claudia · CIK 0001724603 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,483 Read SEC document |
| March 04, 2022 Filed Mar 8, 2022 21:25 UTC | SLB LIMITED/NV SLB · Entity 2936 | Tax withholdingCommon Stock, $0.01 Par Value Per Share | 802 | $38.38 | $30,780.76 |
DisclosureSEC source: 0001127602-22-008595 · form4.xml · nonDerivative · entry 2 Jaramillo Claudia · CIK 0001724603 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,111 Read SEC document |
| March 04, 2022 Filed Mar 8, 2022 21:25 UTC | SLB LIMITED/NV SLB · Entity 2936 | GrantCommon Stock, $0.01 Par Value Per Share | 2,038 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-008595 · form4.xml · nonDerivative · entry 1 Jaramillo Claudia · CIK 0001724603 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,913 F1 · shares: The Company granted performance share units ("PSUs") to the reporting person on January 16, 2019. Vesting of the PSUs was based on three-year Company performance relative to select key competitors. Most of these competitors had not reported their 2021 audited financial results when the Company's compensation committee met in January 2022 to certify performance under the PSUs. As a result, the Company's compensation committee approved the issuance of 90% of the shares that the committee determined had been earned according to the information available to the committee at the time. As of March 4, 2022, all such competitors had reported their 2021 audited financial results. Shares of common stock reported hereunder represent shares finally determined to have been earned under the PSUs. Read SEC document |
| January 21, 2022 Filed Jan 25, 2022 17:39 UTC | SLB LIMITED/NV SLB · Entity 2936 | Tax withholdingCommon Stock, $0.01 Par Value Per Share | 18,416 | $36.64 | $674,762.24 |
DisclosureSEC source: 0001127602-22-002020 · form4.xml · nonDerivative · entry 3 Jaramillo Claudia · CIK 0001724603 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,875 Read SEC document |
| January 21, 2022 Filed Jan 25, 2022 17:39 UTC | SLB LIMITED/NV SLB · Entity 2936 | GrantCommon Stock, $0.01 Par Value Per Share | 28,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-002020 · form4.xml · nonDerivative · entry 2 Jaramillo Claudia · CIK 0001724603 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,291 F1 · shares: Shares of common stock issued to the reporting person on January 21, 2022 upon achievement of the performance criteria and vesting of performance share units granted on January 16, 2019. Read SEC document |
| January 21, 2022 Filed Jan 25, 2022 17:39 UTC | SLB LIMITED/NV SLB · Entity 2936 | GrantCommon Stock, $0.01 Par Value Per Share | 18,346 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-002020 · form4.xml · nonDerivative · entry 1 Jaramillo Claudia · CIK 0001724603 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,291 F1 · shares: Shares of common stock issued to the reporting person on January 21, 2022 upon achievement of the performance criteria and vesting of performance share units granted on January 16, 2019. Read SEC document |
| January 19, 2022 Filed Jan 22, 2022 01:19 UTC | SLB LIMITED/NV SLB · Entity 2936 | GrantRSU (Restricted Stock Unit) · Derivative | 5,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001918 · form4.xml · derivative · entry 2 Jaramillo Claudia · CIK 0001724603 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,580 Underlying: Common Stock, $0.01 Par Value Per Share · 5,580 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one (1) share of common stock. F2 · derivative.exercise_date: The restricted stock unit award was granted January 19, 2022 and vests 100% on January 19, 2025. F2 · derivative.expiration_date: The restricted stock unit award was granted January 19, 2022 and vests 100% on January 19, 2025. Read SEC document |
| March 12, 2021 Filed Mar 16, 2021 13:41 UTC | SLB LIMITED/NV SLB · Entity 2936 | GrantCommon Stock, $0.01 Par Value Per Share | 862 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-010703 · form4.xml · nonDerivative · entry 1 Jaramillo Claudia · CIK 0001724603 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,945 F1 · shares: The Company granted performance share units ("PSUs") to the reporting person on January 17, 2018. Vesting of the PSUs was based on three-year Company performance relative to select key competitors. Most of these competitors had not reported their 2020 audited financial results when the Company's compensation committee met in January 2021 to certify performance under the PSUs. As a result, the Company's compensation committee approved the issuance of 90% of the shares that the committee determined had been earned according to the information available to the committee at the time. As of March 12, 2021, all such competitors had reported their 2020 audited financial results. Shares of common stock reported hereunder represent shares finally determined to have been earned under the PSUs. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 20:55 UTC | SLB LIMITED/NV SLB · Entity 2936 | GrantCommon Stock, $0.01 Par Value Per Share | 6,754 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-002576 · form4.xml · nonDerivative · entry 1 Jaramillo Claudia · CIK 0001724603 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,083 F1 · shares: Shares of common stock issued to the reporting person on January 22, 2021 upon achievement of the performance criteria and vesting of performance share units granted on January 17, 2018. F2 · balance_after: The reporting person's holdings have been increased by 30 shares to correct an administrative error and reflect the correct number of shares beneficially owned by the reporting person. Read SEC document |
| January 20, 2021 Filed Jan 22, 2021 23:07 UTC | SLB LIMITED/NV SLB · Entity 2936 | GrantRSU (Restricted Stock Unit) · Derivative | 8,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-002359 · form4.xml · derivative · entry 2 Jaramillo Claudia · CIK 0001724603 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,400 Underlying: Common Stock, $0.01 Par Value Per Share · 8,400 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit award represents the right to receive, at settlement, one (1) share of common stock. F3 · derivative.exercise_date: The restricted stock unit award was granted January 20, 2021 and vests 100% on January 20, 2024. F3 · derivative.expiration_date: The restricted stock unit award was granted January 20, 2021 and vests 100% on January 20, 2024. Read SEC document |
| December 07, 2020 Filed Dec 8, 2020 20:42 UTC | SLB LIMITED/NV SLB · Entity 2936 | SaleCommon Stock, $0.01 Par Value Per Share | 1,500 | $23.03 | $34,548.60 |
DisclosureSEC source: 0001127602-20-030828 · form4.xml · nonDerivative · entry 2 Jaramillo Claudia · CIK 0001724603 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,614 Read SEC document |
| December 07, 2020 Filed Dec 8, 2020 20:42 UTC | SLB LIMITED/NV SLB · Entity 2936 | SaleCommon Stock, $0.01 Par Value Per Share | 2,561 | $23.16 | $59,312.76 |
DisclosureSEC source: 0001127602-20-030828 · form4.xml · nonDerivative · entry 1 Jaramillo Claudia · CIK 0001724603 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,114 F1 · balance_after: Includes 309 shares acquired under the Schlumberger discounted stock purchase plan for the period ended June 30, 2020. Read SEC document |
| July 19, 2020 Filed Jul 21, 2020 13:18 UTC | SLB LIMITED/NV SLB · Entity 2936 | Exercise / conversionRSU (Restricted Stock Unit) · Derivative | 1,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-021864 · form4.xml · derivative · entry 2 Jaramillo Claudia · CIK 0001724603 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.01 Par Value Per Share · 1,300 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one (1) share of common stock. F2 · derivative.exercise_date: The restricted stock unit award was granted on July 19, 2017 and vested 100% on July 19, 2020. F2 · derivative.expiration_date: The restricted stock unit award was granted on July 19, 2017 and vested 100% on July 19, 2020. Read SEC document |
| July 19, 2020 Filed Jul 21, 2020 13:18 UTC | SLB LIMITED/NV SLB · Entity 2936 | Exercise / conversionCommon Stock, $0.01 Par Value Per Share | 1,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-021864 · form4.xml · nonDerivative · entry 1 Jaramillo Claudia · CIK 0001724603 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,366 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 19, 2020 Filed Jan 22, 2020 22:56 UTC | SLB LIMITED/NV SLB · Entity 2936 | Exercise / conversionRSU (Restricted Stock Unit) · Derivative | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-002181 · form4.xml · derivative · entry 3 Jaramillo Claudia · CIK 0001724603 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.01 Par Value Per Share · 600 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one (1) share of common stock. F2 · derivative.exercise_date: The restricted stock unit award was granted January 19, 2017 and vested 100% on January 19, 2020. F2 · derivative.expiration_date: The restricted stock unit award was granted January 19, 2017 and vested 100% on January 19, 2020. Read SEC document |
| January 19, 2020 Filed Jan 22, 2020 22:56 UTC | SLB LIMITED/NV SLB · Entity 2936 | Tax withholdingCommon Stock, $0.01 Par Value Per Share | 147 | $39.08 | $5,744.03 |
DisclosureSEC source: 0001127602-20-002181 · form4.xml · nonDerivative · entry 2 Jaramillo Claudia · CIK 0001724603 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,066 Read SEC document |
| January 19, 2020 Filed Jan 22, 2020 22:56 UTC | SLB LIMITED/NV SLB · Entity 2936 | Exercise / conversionCommon Stock, $0.01 Par Value Per Share | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-002181 · form4.xml · nonDerivative · entry 1 Jaramillo Claudia · CIK 0001724603 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,213 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 17, 2020 Filed Jan 22, 2020 01:19 UTC | SLB LIMITED/NV SLB · Entity 2936 | Tax withholdingCommon Stock, $0.01 Par Value Per Share | 3,480 | $39.08 | $135,981.00 |
DisclosureSEC source: 0001127602-20-002124 · form4.xml · nonDerivative · entry 2 Jaramillo Claudia · CIK 0001724603 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,613 Read SEC document |
| January 17, 2020 Filed Jan 22, 2020 01:19 UTC | SLB LIMITED/NV SLB · Entity 2936 | GrantCommon Stock, $0.01 Par Value Per Share | 13,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-002124 · form4.xml · nonDerivative · entry 1 Jaramillo Claudia · CIK 0001724603 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,093 F1 · shares: Shares of restricted common stock issued to the reporting person on January 17, 2020 upon achievement of the performance criteria and vesting of performance share units granted on January 17, 2018. F2 · balance_after: Includes 187 shares for the period ended December 31, 2017, and 312 shares for the period ended December 31, 2019, that were acquired under the Schlumberger discounted stock purchase plan. The reporting person's holdings have been reduced by 30 shares to correct an administrative error and reflect the correct number of shares beneficially owned by the reporting person. Read SEC document |
| October 16, 2019 Filed Oct 18, 2019 21:10 UTC | SLB LIMITED/NV SLB · Entity 2936 | GrantRSU (Restricted Stock Unit) · Derivative | 11,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-030845 · form4.xml · derivative · entry 2 Jaramillo Claudia · CIK 0001724603 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,250 Underlying: Common Stock, $0.01 Par Value Per Share · 11,250 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one (1) share of common stock. F3 · derivative.exercise_date: The restricted stock unit award was granted October 16, 2019 and vests 100% on October 16, 2022. F3 · derivative.expiration_date: The restricted stock unit award was granted October 16, 2019 and vests 100% on October 16, 2022. Read SEC document |
| December 11, 2018 Filed Dec 12, 2018 18:19 UTC | SLB LIMITED/NV SLB · Entity 2936 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 599 | $0.00 Strike: $37.85 | $0.00 |
DisclosureSEC source: 0001127602-18-036033 · form4.xml · derivative · entry 4 Jaramillo Claudia · CIK 0001724603 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.01 Par Value Per Share · 599 shares Expires 2019-01-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 11, 2018 Filed Dec 12, 2018 18:19 UTC | SLB LIMITED/NV SLB · Entity 2936 | Exercise / conversionIncentive Stock Option (Right to Buy) · Derivative | 2,401 | $0.00 Strike: $37.85 | $0.00 |
DisclosureSEC source: 0001127602-18-036033 · form4.xml · derivative · entry 3 Jaramillo Claudia · CIK 0001724603 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.01 Par Value Per Share · 2,401 shares Expires 2019-01-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 11, 2018 Filed Dec 12, 2018 18:19 UTC | SLB LIMITED/NV SLB · Entity 2936 | Exercise / conversionCommon Stock, $0.01 Par Value Per Share | 599 | $37.85 | $22,669.16 |
DisclosureSEC source: 0001127602-18-036033 · form4.xml · nonDerivative · entry 2 Jaramillo Claudia · CIK 0001724603 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,343 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 11, 2018 Filed Dec 12, 2018 18:19 UTC | SLB LIMITED/NV SLB · Entity 2936 | Exercise / conversionCommon Stock, $0.01 Par Value Per Share | 2,401 | $37.85 | $90,865.85 |
DisclosureSEC source: 0001127602-18-036033 · form4.xml · nonDerivative · entry 1 Jaramillo Claudia · CIK 0001724603 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,744 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 181 shares acquired under the Schlumberger Discounted Stock Purchase Plan for the period ending June 30, 2018. Read SEC document |
| May 16, 2018 Filed May 17, 2018 15:10 UTC | SLB LIMITED/NV SLB · Entity 2936 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 3,000 | $0.00 Strike: $67.87 | $0.00 |
DisclosureSEC source: 0001127602-18-017815 · form4.xml · derivative · entry 3 Jaramillo Claudia · CIK 0001724603 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.01 Par Value Per Share · 3,000 shares Expires 2019-10-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 16, 2018 Filed May 17, 2018 15:10 UTC | SLB LIMITED/NV SLB · Entity 2936 | SaleCommon Stock, $0.01 Par Value Per Share | 3,000 | $72.68 | $218,049.30 |
DisclosureSEC source: 0001127602-18-017815 · form4.xml · nonDerivative · entry 2 Jaramillo Claudia · CIK 0001724603 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,162 Read SEC document |
| May 16, 2018 Filed May 17, 2018 15:10 UTC | SLB LIMITED/NV SLB · Entity 2936 | Exercise / conversionCommon Stock, $0.01 Par Value Per Share | 3,000 | $67.87 | $203,610.00 |
DisclosureSEC source: 0001127602-18-017815 · form4.xml · nonDerivative · entry 1 Jaramillo Claudia · CIK 0001724603 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,162 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.