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Shah Smita

Disclosed activity across 1 company

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49078
SEC CIK
0001950670

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
InvenTrust Properties Corp.IVT · Entity 4341DirectorMay 05, 2026May 07, 2026

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.

InvenTrust Properties Corp.

Report date May 05, 2026 · Filed May 07, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect16,444 Reported balance After 2026-05-05 transaction · row 1
1 source row

Row 1 · 2026-05-05 · Exercise / conversion · Acquired 4,372 · Balance 16,444

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2026-05-05 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2026-05-05 · Exercise / conversion · Disposed 4,372 · Balance 0

F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan, as amended. The RSUs vest in full on May 5, 2026, the date of the Issuer's 2026 annual meeting of stockholders.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect4,352 Reported balance After 2026-05-05 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2026-05-05 · Grant · Acquired 4,352 · Balance 4,352

F2: Each RSU represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan, as amended. The RSUs vest on the earlier of (i) the date of the next annual meeting of the Issuer's stockholders following the grant date or (ii) the first anniversary of the grant date, subject to the director's continued service on the vesting date. The RSUs are subject to accelerated vesting in the event of a termination of service due to death or disability or a change in control of the Issuer. The RSUs will be settled in shares of the Issuer's common stock within 60 days after the vesting date (or in the event of a change in control of the Issuer, immediately preceding and effective upon such change in control).

Filing footnotes · ownership attribution and instrument terms

F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan, as amended. The RSUs vest in full on May 5, 2026, the date of the Issuer's 2026 annual meeting of stockholders.

F2: Each RSU represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan, as amended. The RSUs vest on the earlier of (i) the date of the next annual meeting of the Issuer's stockholders following the grant date or (ii) the first anniversary of the grant date, subject to the director's continued service on the vesting date. The RSUs are subject to accelerated vesting in the event of a termination of service due to death or disability or a change in control of the Issuer. The RSUs will be settled in shares of the Issuer's common stock within 60 days after the vesting date (or in the event of a change in control of the Issuer, immediately preceding and effective upon such change in control).

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
May 05, 2026 Filed May 7, 2026 21:28 UTC InvenTrust Properties Corp. IVT · Entity 4341 GrantRestricted Stock Units · Derivative 4,352 $0.00 $0.00
Disclosure

SEC source: 0001307748-26-000150 · wk-form4_1778189331.xml · derivative · entry 3

Shah Smita · CIK 0001950670 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,352

Underlying: Common Stock · 4,352 shares

Expires not disclosed

F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan, as amended. The RSUs vest on the earlier of (i) the date of the next annual meeting of the Issuer's stockholders following the grant date or (ii) the first anniversary of the grant date, subject to the director's continued service on the vesting date. The RSUs are subject to accelerated vesting in the event of a termination of service due to death or disability or a change in control of the Issuer. The RSUs will be settled in shares of the Issuer's common stock within 60 days after the vesting date (or in the event of a change in control of the Issuer, immediately preceding and effective upon such change in control).

F2 · derivative.exercise_date: Each RSU represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan, as amended. The RSUs vest on the earlier of (i) the date of the next annual meeting of the Issuer's stockholders following the grant date or (ii) the first anniversary of the grant date, subject to the director's continued service on the vesting date. The RSUs are subject to accelerated vesting in the event of a termination of service due to death or disability or a change in control of the Issuer. The RSUs will be settled in shares of the Issuer's common stock within 60 days after the vesting date (or in the event of a change in control of the Issuer, immediately preceding and effective upon such change in control).

F2 · derivative.expiration_date: Each RSU represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan, as amended. The RSUs vest on the earlier of (i) the date of the next annual meeting of the Issuer's stockholders following the grant date or (ii) the first anniversary of the grant date, subject to the director's continued service on the vesting date. The RSUs are subject to accelerated vesting in the event of a termination of service due to death or disability or a change in control of the Issuer. The RSUs will be settled in shares of the Issuer's common stock within 60 days after the vesting date (or in the event of a change in control of the Issuer, immediately preceding and effective upon such change in control).

Read SEC document
May 05, 2026 Filed May 7, 2026 21:28 UTC InvenTrust Properties Corp. IVT · Entity 4341 Exercise / conversionRestricted Stock Units · Derivative 4,372 $0.00 $0.00
Disclosure

SEC source: 0001307748-26-000150 · wk-form4_1778189331.xml · derivative · entry 2

Shah Smita · CIK 0001950670 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,372 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 ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan, as amended. The RSUs vest in full on May 5, 2026, the date of the Issuer's 2026 annual meeting of stockholders.

F1 · derivative.exercise_date: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan, as amended. The RSUs vest in full on May 5, 2026, the date of the Issuer's 2026 annual meeting of stockholders.

F1 · derivative.expiration_date: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan, as amended. The RSUs vest in full on May 5, 2026, the date of the Issuer's 2026 annual meeting of stockholders.

Read SEC document
May 05, 2026 Filed May 7, 2026 21:28 UTC InvenTrust Properties Corp. IVT · Entity 4341 Exercise / conversionCommon Stock 4,372 $0.00 $0.00
Disclosure

SEC source: 0001307748-26-000150 · wk-form4_1778189331.xml · nonDerivative · entry 1

Shah Smita · CIK 0001950670 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,444

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 06, 2025 Filed May 8, 2025 20:22 UTC InvenTrust Properties Corp. IVT · Entity 4341 GrantRestricted Stock Units · Derivative 4,372 $0.00 $0.00
Disclosure

SEC source: 0001307748-25-000104 · wk-form4_1746735737.xml · derivative · entry 3

Shah Smita · CIK 0001950670 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,372

Underlying: Common Stock · 4,372 shares

Expires not disclosed

F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan, as amended. The RSUs vest on the earlier of (i) the date of the next annual meeting of the Issuer's stockholders following the grant date or (ii) the first anniversary of the grant date, subject to the director's continued service on the vesting date. The RSUs are subject to accelerated vesting in the event of a termination of service due to death or disability or a change in control of the Issuer. The RSUs will be settled in shares of the Issuer's common stock within 60 days after the vesting date (or in the event of a change in control of the Issuer, immediately preceding and effective upon such change in control).

F2 · derivative.exercise_date: Each RSU represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan, as amended. The RSUs vest on the earlier of (i) the date of the next annual meeting of the Issuer's stockholders following the grant date or (ii) the first anniversary of the grant date, subject to the director's continued service on the vesting date. The RSUs are subject to accelerated vesting in the event of a termination of service due to death or disability or a change in control of the Issuer. The RSUs will be settled in shares of the Issuer's common stock within 60 days after the vesting date (or in the event of a change in control of the Issuer, immediately preceding and effective upon such change in control).

F2 · derivative.expiration_date: Each RSU represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan, as amended. The RSUs vest on the earlier of (i) the date of the next annual meeting of the Issuer's stockholders following the grant date or (ii) the first anniversary of the grant date, subject to the director's continued service on the vesting date. The RSUs are subject to accelerated vesting in the event of a termination of service due to death or disability or a change in control of the Issuer. The RSUs will be settled in shares of the Issuer's common stock within 60 days after the vesting date (or in the event of a change in control of the Issuer, immediately preceding and effective upon such change in control).

Read SEC document
May 06, 2025 Filed May 8, 2025 20:22 UTC InvenTrust Properties Corp. IVT · Entity 4341 Exercise / conversionRestricted Stock Units · Derivative 4,829 $0.00 $0.00
Disclosure

SEC source: 0001307748-25-000104 · wk-form4_1746735737.xml · derivative · entry 2

Shah Smita · CIK 0001950670 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,829 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 ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan, as amended. The RSUs vest in full on May 6, 2025, the date of the Issuer's 2025 annual meeting of stockholders.

F1 · derivative.exercise_date: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan, as amended. The RSUs vest in full on May 6, 2025, the date of the Issuer's 2025 annual meeting of stockholders.

F1 · derivative.expiration_date: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan, as amended. The RSUs vest in full on May 6, 2025, the date of the Issuer's 2025 annual meeting of stockholders.

Read SEC document
May 06, 2025 Filed May 8, 2025 20:22 UTC InvenTrust Properties Corp. IVT · Entity 4341 Exercise / conversionCommon Stock 4,829 $0.00 $0.00
Disclosure

SEC source: 0001307748-25-000104 · wk-form4_1746735737.xml · nonDerivative · entry 1

Shah Smita · CIK 0001950670 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,072

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 07, 2024 Filed May 9, 2024 20:24 UTC InvenTrust Properties Corp. IVT · Entity 4341 GrantRestricted Stock Units · Derivative 4,829 $0.00 $0.00
Disclosure

SEC source: 0001307748-24-000059 · wk-form4_1715286282.xml · derivative · entry 3

Shah Smita · CIK 0001950670 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,829

Underlying: Common Stock · 4,829 shares

Expires not disclosed

F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan, as amended. The RSUs vest in full on the earlier of the date of the Issuer's next annual meeting of stockholders or the first anniversary of the grant date, subject to accelerated vesting in the event of a termination of service due to death or disability or a change in control of the Issuer. The RSUs will be settled in shares of the Issuer's common stock within 60 days after the vesting date (or in the event of a change in control of the Issuer, immediately preceding and effective upon such change in control).

F2 · derivative.exercise_date: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan, as amended. The RSUs vest in full on the earlier of the date of the Issuer's next annual meeting of stockholders or the first anniversary of the grant date, subject to accelerated vesting in the event of a termination of service due to death or disability or a change in control of the Issuer. The RSUs will be settled in shares of the Issuer's common stock within 60 days after the vesting date (or in the event of a change in control of the Issuer, immediately preceding and effective upon such change in control).

F2 · derivative.expiration_date: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan, as amended. The RSUs vest in full on the earlier of the date of the Issuer's next annual meeting of stockholders or the first anniversary of the grant date, subject to accelerated vesting in the event of a termination of service due to death or disability or a change in control of the Issuer. The RSUs will be settled in shares of the Issuer's common stock within 60 days after the vesting date (or in the event of a change in control of the Issuer, immediately preceding and effective upon such change in control).

Read SEC document
May 07, 2024 Filed May 9, 2024 20:24 UTC InvenTrust Properties Corp. IVT · Entity 4341 Exercise / conversionRestricted Stock Units · Derivative 5,325 $0.00 $0.00
Disclosure

SEC source: 0001307748-24-000059 · wk-form4_1715286282.xml · derivative · entry 2

Shah Smita · CIK 0001950670 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,325 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 ("RSU") represented a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan, as amended. The RSUs vested on May 7, 2024, the date of the Issuer's 2024 annual meeting of stockholders.

F1 · derivative.exercise_date: Each Restricted Stock Unit ("RSU") represented a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan, as amended. The RSUs vested on May 7, 2024, the date of the Issuer's 2024 annual meeting of stockholders.

F1 · derivative.expiration_date: Each Restricted Stock Unit ("RSU") represented a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan, as amended. The RSUs vested on May 7, 2024, the date of the Issuer's 2024 annual meeting of stockholders.

Read SEC document
May 07, 2024 Filed May 9, 2024 20:24 UTC InvenTrust Properties Corp. IVT · Entity 4341 Exercise / conversionCommon Stock 5,325 $0.00 $0.00
Disclosure

SEC source: 0001307748-24-000059 · wk-form4_1715286282.xml · nonDerivative · entry 1

Shah Smita · CIK 0001950670 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,243

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 04, 2023 Filed May 5, 2023 20:16 UTC InvenTrust Properties Corp. IVT · Entity 4341 GrantRestricted Stock Units · Derivative 5,325 $0.00 $0.00
Disclosure

SEC source: 0001307748-23-000076 · wf-form4_168331775234471.xml · derivative · entry 3

Shah Smita · CIK 0001950670 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,325

Underlying: Common Stock · 5,325 shares

Expires not disclosed

F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. The RSUs vest in full on the earlier of the date of the Issuer's next annual meeting of stockholders or the first anniversary of the grant date, subject to accelerated vesting in the event of a termination of service due to death or disability or a change in control of the Issuer. The RSUs will be settled within 60 days after the vesting date (or in the event of a change in control of the Issuer, immediately preceding and effective upon such change in control).

F2 · derivative.exercise_date: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. The RSUs vest in full on the earlier of the date of the Issuer's next annual meeting of stockholders or the first anniversary of the grant date, subject to accelerated vesting in the event of a termination of service due to death or disability or a change in control of the Issuer. The RSUs will be settled within 60 days after the vesting date (or in the event of a change in control of the Issuer, immediately preceding and effective upon such change in control).

F2 · derivative.expiration_date: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. The RSUs vest in full on the earlier of the date of the Issuer's next annual meeting of stockholders or the first anniversary of the grant date, subject to accelerated vesting in the event of a termination of service due to death or disability or a change in control of the Issuer. The RSUs will be settled within 60 days after the vesting date (or in the event of a change in control of the Issuer, immediately preceding and effective upon such change in control).

Read SEC document
May 04, 2023 Filed May 5, 2023 20:16 UTC InvenTrust Properties Corp. IVT · Entity 4341 Exercise / conversionRestricted Stock Units · Derivative 2,557 $0.00 $0.00
Disclosure

SEC source: 0001307748-23-000076 · wf-form4_168331775234471.xml · derivative · entry 2

Shah Smita · CIK 0001950670 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,557 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 ("RSU") represented a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. The RSUs vested on May 4, 2023, the date of the Issuer's 2023 annual meeting of stockholders, and are to be settled 75% in shares of the Issuer's common stock and 25% in cash within 60 days after the vesting date.

F1 · derivative.exercise_date: Each Restricted Stock Unit ("RSU") represented a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. The RSUs vested on May 4, 2023, the date of the Issuer's 2023 annual meeting of stockholders, and are to be settled 75% in shares of the Issuer's common stock and 25% in cash within 60 days after the vesting date.

F1 · derivative.expiration_date: Each Restricted Stock Unit ("RSU") represented a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. The RSUs vested on May 4, 2023, the date of the Issuer's 2023 annual meeting of stockholders, and are to be settled 75% in shares of the Issuer's common stock and 25% in cash within 60 days after the vesting date.

Read SEC document
May 04, 2023 Filed May 5, 2023 20:16 UTC InvenTrust Properties Corp. IVT · Entity 4341 GrantCommon Stock 1,918 $0.00 $0.00
Disclosure

SEC source: 0001307748-23-000076 · wf-form4_168331775234471.xml · nonDerivative · entry 1

Shah Smita · CIK 0001950670 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,918

Read SEC document
October 12, 2022 Filed Oct 14, 2022 13:22 UTC InvenTrust Properties Corp. IVT · Entity 4341 GrantRestricted Stock Units · Derivative 2,557 $0.00 $0.00
Disclosure

SEC source: 0001307748-22-000104 · wf-form4_166575374526134.xml · derivative · entry 1

Shah Smita · CIK 0001950670 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,557

Underlying: Common Stock · 2,557 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. The RSUs vest in full on the earlier of the date of the Issuer's next annual meeting of stockholders or the first anniversary of the grant date, subject to accelerated vesting in the event of a termination of service due to death or disability or a change in control of the Issuer. The RSUs will be settled 75% in shares of the Issuer's common stock and 25% in cash within 60 days after the vesting date (or in the event of a change in control of the Issuer, immediately preceding and effective upon such change in control).

F1 · derivative.exercise_date: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. The RSUs vest in full on the earlier of the date of the Issuer's next annual meeting of stockholders or the first anniversary of the grant date, subject to accelerated vesting in the event of a termination of service due to death or disability or a change in control of the Issuer. The RSUs will be settled 75% in shares of the Issuer's common stock and 25% in cash within 60 days after the vesting date (or in the event of a change in control of the Issuer, immediately preceding and effective upon such change in control).

F1 · derivative.expiration_date: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. The RSUs vest in full on the earlier of the date of the Issuer's next annual meeting of stockholders or the first anniversary of the grant date, subject to accelerated vesting in the event of a termination of service due to death or disability or a change in control of the Issuer. The RSUs will be settled 75% in shares of the Issuer's common stock and 25% in cash within 60 days after the vesting date (or in the event of a change in control of the Issuer, immediately preceding and effective upon such change in control).

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.