Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Evolv Technologies Holdings, Inc.NHIC · Entity 5017 | Director | July 30, 2020 | July 31, 2020 |
| Investcorp Credit Management BDC, Inc.ICMB · Entity 7899 | Director | December 19, 2019 | December 20, 2019 |
| Investcorp US Private Credit BDC IINONE · Entity 62203 | Director | March 06, 2026 | March 06, 2026 |
| NewHold Investment Corp IVNHIV · Entity 6027 | Director | April 14, 2026 | April 16, 2026 |
| NewHold Investment Corp. IINHIC · Entity 134004 | Director | October 20, 2021 | October 20, 2021 |
| NewHold Investment Corp. IIINHIC · Entity 5972 | Director | February 27, 2025 | April 25, 2025 |
| SPIRIT REALTY CAPITAL, INC.SRC · Entity 94984 | Director | January 23, 2024 | January 23, 2024 |
| Spirit MTA REITSMTA · Entity 155109 | Director | May 01, 2019 | May 03, 2019 |
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.
Evolv Technologies Holdings, Inc.
Report date July 30, 2020 · Filed July 31, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2020-07-30 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: As described in the registrant's registration statement on Form S-1 (File No. 333-239822) under the heading "Description of Securities - Founder Shares," the shares of Class B common stock will automatically convert into shares of Class A common stock at the time of the registrant's initial business combination on a one-for-one basis, subject to certain adjustments described therein and have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the registrant's registration statement on Form S-1 (File No. 333-239822) under the heading "Description of Securities - Founder Shares," the shares of Class B common stock will automatically convert into shares of Class A common stock at the time of the registrant's initial business combination on a one-for-one basis, subject to certain adjustments described therein and have no expiration date.
Investcorp Credit Management BDC, Inc.
Report date December 19, 2019 · Filed December 20, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,000 |
Reported balance
After 2019-12-19 transaction · row 1
1 source rowRow 1 · 2019-12-19 · Purchase · Acquired 10,000 · Balance 10,000 |
Investcorp US Private Credit BDC II
Report date March 06, 2026 · Filed March 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2026-03-06 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
NewHold Investment Corp IV
Report date April 14, 2026 · Filed April 16, 2026
This filing explicitly reported no securities owned.
NewHold Investment Corp. II
Report date October 20, 2021 · Filed October 20, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2021-10-20 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: As described in the registration's registration on Form S-1 (File No. 333-254667) under the heading "Description of Securities - Founder Shares," the shares of Class B common stock will automatically convert into shares of Class A common stock at the time of the registrant's initial business combination on a one-for-one basis, subject to certain adjustments described therein and have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the registration's registration on Form S-1 (File No. 333-254667) under the heading "Description of Securities - Founder Shares," the shares of Class B common stock will automatically convert into shares of Class A common stock at the time of the registrant's initial business combination on a one-for-one basis, subject to certain adjustments described therein and have no expiration date.
NewHold Investment Corp. III
Report date February 27, 2025 · Filed April 25, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B ordinary sharesSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2025-02-27 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: At the time of our initial business combination, the Class B ordinary shares will convert into Class A ordinary shares on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights. The Class B ordinary shares have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: At the time of our initial business combination, the Class B ordinary shares will convert into Class A ordinary shares on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights. The Class B ordinary shares have no expiration date.
SPIRIT REALTY CAPITAL, INC.
Report date January 23, 2024 · Filed January 23, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stock, par value $0.05 per shareSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-01-23 transaction · row 1
1 source rowRow 1 · 2024-01-23 · Disposition to issuer · Disposed 14,911 · Balance 0 F1: Represents shares of the Company's common stock (including restricted stock) disposed in connection with the Agreement and Plan of Merger by and among Realty Income Corporation (Realty Income), Saints MD Subsidiary, Inc. and the Company, dated as of October 29, 2023 (as amended or supplemented from time to time, the Merger Agreement). In accordance with the Merger Agreement, upon the Effective Time, each share of the Company's common stock was converted into the right to receive 0.762 shares of common stock of Realty Income. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of the Company's common stock (including restricted stock) disposed in connection with the Agreement and Plan of Merger by and among Realty Income Corporation (Realty Income), Saints MD Subsidiary, Inc. and the Company, dated as of October 29, 2023 (as amended or supplemented from time to time, the Merger Agreement). In accordance with the Merger Agreement, upon the Effective Time, each share of the Company's common stock was converted into the right to receive 0.762 shares of common stock of Realty Income.
Spirit MTA REIT
Report date May 01, 2019 · Filed May 03, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common shares of beneficial interestSEC Table I · non-derivative | Direct | 56,008 |
Reported balance
After 2019-05-01 transaction · row 1
1 source rowRow 1 · 2019-05-01 · Grant · Acquired 18,545 · Balance 56,008 F1: Shares of Restricted Stock granted pursuant to the Trustee's service on the Board of Trustees as of the SMTA 2019 Annual Meeting. Restrictions lapse on earlier of (i) the date of the meeting of SMTA's shareholders immediately following the grant date or (ii) the one-year anniversary of the grant date, subject to continued service. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of Restricted Stock granted pursuant to the Trustee's service on the Board of Trustees as of the SMTA 2019 Annual Meeting. Restrictions lapse on earlier of (i) the date of the meeting of SMTA's shareholders immediately following the grant date or (ii) the one-year anniversary of the grant date, subject to continued service.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
MEDIA GENERAL INC
Report date January 17, 2017 · Filed January 18, 2017
Section 16 reporting ended · disclosed 2017-01-18. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 36,913 |
Reported balance
After 2017-01-17 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-01-17 · Grant · Acquired 10,000 · Balance 36,913 F1: These Deferred Stock Units ("DSUs") were granted in connection with the reporting person's retirement from service as a director of Media General (as defined below) upon the closing of the Merger (as defined below). |
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2017-01-17 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-01-17 · Disposition to issuer · Disposed 36,913 · Balance 0 F3: On January 17, 2017, Media General, Inc. ("Media General") and Nexstar Broadcasting Group, Inc. ("Nexstar") consummated a business transaction (the "Merger") which resulted in Media General merging with a wholly owned subsidiary of Nexstar and Media General ultimately surviving as a wholly owned subsidiary of Nexstar. Pursuant to the Merger, each outstanding share of voting common stock, no par value per share, of Media General (the "Voting Common Stock"), was converted into the right to receive (x) $10.55 in cash, without interest, (y) one contractual contingent value right to be issued by Nexstar (a "CVR") and (z) 0.1249 of a share of Nexstar Class A common stock (together, the "Merger Consideration"). F4: Each equity and equity-based award (other than stock options) granted pursuant to Media General's plans that was outstanding immediately prior to the Merger was cancelled and converted into the right to receive the Merger Consideration with respect to each share of Voting Common Stock underlying such award. F2: Each DSU was the economic equivalent of one share of Voting Common Stock. In connection with the Merger, these DSUs were converted into the right to receive the Merger Consideration (as defined below) at the closing of the Merger. |
Filing footnotes · ownership attribution and instrument terms
F1: These Deferred Stock Units ("DSUs") were granted in connection with the reporting person's retirement from service as a director of Media General (as defined below) upon the closing of the Merger (as defined below).
F2: Each DSU was the economic equivalent of one share of Voting Common Stock. In connection with the Merger, these DSUs were converted into the right to receive the Merger Consideration (as defined below) at the closing of the Merger.
F3: On January 17, 2017, Media General, Inc. ("Media General") and Nexstar Broadcasting Group, Inc. ("Nexstar") consummated a business transaction (the "Merger") which resulted in Media General merging with a wholly owned subsidiary of Nexstar and Media General ultimately surviving as a wholly owned subsidiary of Nexstar. Pursuant to the Merger, each outstanding share of voting common stock, no par value per share, of Media General (the "Voting Common Stock"), was converted into the right to receive (x) $10.55 in cash, without interest, (y) one contractual contingent value right to be issued by Nexstar (a "CVR") and (z) 0.1249 of a share of Nexstar Class A common stock (together, the "Merger Consideration").
F4: Each equity and equity-based award (other than stock options) granted pursuant to Media General's plans that was outstanding immediately prior to the Merger was cancelled and converted into the right to receive the Merger Consideration with respect to each share of Voting Common Stock underlying such award.
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 |
|---|---|---|---|---|---|---|
| January 23, 2024 Filed Jan 23, 2024 09:17 UTC | SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984 | Disposition to issuerCommon stock, par value $0.05 per share | 14,911 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-006270 · ownership.xml · nonDerivative · entry 1 Sullivan Thomas J. · CIK 0001591210 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · shares: Represents shares of the Company's common stock (including restricted stock) disposed in connection with the Agreement and Plan of Merger by and among Realty Income Corporation (Realty Income), Saints MD Subsidiary, Inc. and the Company, dated as of October 29, 2023 (as amended or supplemented from time to time, the Merger Agreement). In accordance with the Merger Agreement, upon the Effective Time, each share of the Company's common stock was converted into the right to receive 0.762 shares of common stock of Realty Income. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 16:43 UTC | SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984 | GrantCommon stock, par value $0.05 per share | 1,608 | $43.90 | $70,591.20 |
DisclosureSEC source: 0001209191-23-059180 · doc4.xml · nonDerivative · entry 1 Sullivan Thomas J. · CIK 0001591210 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,911 F1 · shares: Represents restricted stock awarded from the elective deferral of Director fees. The shares of restricted stock vest in full 12 months from the date of grant, subject to continued service. Read SEC document |
| May 03, 2023 Filed May 4, 2023 17:53 UTC | SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984 | GrantCommon stock, par value $0.05 per share | 1,587 | $37.39 | $59,337.93 |
DisclosureSEC source: 0001209191-23-027403 · doc4.xml · nonDerivative · entry 2 Sullivan Thomas J. · CIK 0001591210 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,303 F2 · shares: Represents restricted stock awarded from the elective deferral of Director fees. The shares of restricted stock vest in full 12 months from the date of grant, subject to continued service. Read SEC document |
| May 03, 2023 Filed May 4, 2023 17:53 UTC | SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984 | GrantCommon stock, par value $0.05 per share | 3,476 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-027403 · doc4.xml · nonDerivative · entry 1 Sullivan Thomas J. · CIK 0001591210 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,716 F1 · shares: Represents the 2023 Annual Restricted Stock Award for Director service. The shares of Restricted Stock vest in full 12 months following the date of grant, subject to continued service. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 16:24 UTC | SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984 | GrantCommon stock, par value $0.05 | 1,434 | $41.38 | $59,338.92 |
DisclosureSEC source: 0001209191-22-061917 · doc4.xml · nonDerivative · entry 1 Sullivan Thomas J. · CIK 0001591210 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,240 F1 · shares: Represents restricted stock awarded from the elective deferral of Director fees. The shares of restricted stock vest in full 12 months from the date of grant, subject to continued service. Read SEC document |
| May 18, 2022 Filed May 20, 2022 16:22 UTC | SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984 | GrantCommon stock, par value $0.05 per share | 1,267 | $41.23 | $52,238.41 |
DisclosureSEC source: 0001209191-22-031013 · doc4.xml · nonDerivative · entry 2 Sullivan Thomas J. · CIK 0001591210 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,806 F2 · shares: Represents restricted stock awarded from the elective deferral of Director fees. The shares of restricted stock vest in full 12 months from the date of grant, subject to continued service. Read SEC document |
| May 18, 2022 Filed May 20, 2022 16:22 UTC | SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984 | GrantCommon stock, par value $0.05 per share | 3,153 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-031013 · doc4.xml · nonDerivative · entry 1 Sullivan Thomas J. · CIK 0001591210 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,539 F1 · shares: Represents the 2022 Annual Restricted Stock Award for Director service. The shares of restricted stock vest in full 12 months following the date of grant, subject to continued service. Read SEC document |
| May 19, 2021 Filed May 21, 2021 16:40 UTC | SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984 | GrantCommon stock, par value $0.05 per share | 2,386 | $46.10 | $109,994.60 |
DisclosureSEC source: 0001209191-21-034944 · doc4.xml · nonDerivative · entry 1 Sullivan Thomas J. · CIK 0001591210 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,386 F1 · shares: 2021 Annual Restricted Stock Award for Director service. Restrictions lapse 12 months following the date of grant subject to continued service. Read SEC document |
| December 19, 2019 Filed Dec 20, 2019 22:20 UTC | Investcorp Credit Management BDC, Inc. ICMB · Entity 7899 | PurchaseCommon Stock | 10,000 | $7.10 | $71,000.00 |
DisclosureSEC source: 0000899243-19-029789 · doc4.xml · nonDerivative · entry 1 Sullivan Thomas J · CIK 0001591210 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Read SEC document |
| May 01, 2019 Filed May 3, 2019 20:11 UTC | Spirit MTA REIT SMTA · Entity 155109 | GrantCommon shares of beneficial interest | 18,545 | $6.74 | $124,993.30 |
DisclosureSEC source: 0001722992-19-000023 · wf-form4_155691429743486.xml · nonDerivative · entry 1 Sullivan Thomas J · CIK 0001591210 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,008 F1 · shares: Shares of Restricted Stock granted pursuant to the Trustee's service on the Board of Trustees as of the SMTA 2019 Annual Meeting. Restrictions lapse on earlier of (i) the date of the meeting of SMTA's shareholders immediately following the grant date or (ii) the one-year anniversary of the grant date, subject to continued service. Read SEC document |
| July 16, 2018 Filed Jul 16, 2018 21:44 UTC | Spirit MTA REIT SMTA · Entity 155109 | GrantCommon shares of beneficial interest | 37,463 | $10.01 | $374,997.14 |
DisclosureSEC source: 0001722992-18-000011 · wf-form4_153177744948754.xml · nonDerivative · entry 1 Sullivan Thomas J · CIK 0001591210 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,463 F1 · shares: Spin-Off Restricted Stock Award for Trustee service. Restrictions lapse on earlier of (i) the date of the meeting of SMTA's shareholders immediately following the grant date or (ii) the one-year anniversary of the Effective Date (May 31, 2018), subject to continued service Read SEC document |
| January 17, 2017 Filed Jan 18, 2017 10:12 UTC | MEDIA GENERAL INC MEG · Entity 12665 | Disposition to issuerDeferred Stock Units · Derivative | 36,913 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001140361-17-002071 · doc1.xml · derivative · entry 2 Sullivan Thomas J · CIK 0001591210 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Voting Common Stock (no par value) · 36,913 shares Expires not disclosed F3 · price: On January 17, 2017, Media General, Inc. ("Media General") and Nexstar Broadcasting Group, Inc. ("Nexstar") consummated a business transaction (the "Merger") which resulted in Media General merging with a wholly owned subsidiary of Nexstar and Media General ultimately surviving as a wholly owned subsidiary of Nexstar. Pursuant to the Merger, each outstanding share of voting common stock, no par value per share, of Media General (the "Voting Common Stock"), was converted into the right to receive (x) $10.55 in cash, without interest, (y) one contractual contingent value right to be issued by Nexstar (a "CVR") and (z) 0.1249 of a share of Nexstar Class A common stock (together, the "Merger Consideration"). F4 · price: Each equity and equity-based award (other than stock options) granted pursuant to Media General's plans that was outstanding immediately prior to the Merger was cancelled and converted into the right to receive the Merger Consideration with respect to each share of Voting Common Stock underlying such award. F2 · derivative.exercise_date: Each DSU was the economic equivalent of one share of Voting Common Stock. In connection with the Merger, these DSUs were converted into the right to receive the Merger Consideration (as defined below) at the closing of the Merger. F2 · derivative.expiration_date: Each DSU was the economic equivalent of one share of Voting Common Stock. In connection with the Merger, these DSUs were converted into the right to receive the Merger Consideration (as defined below) at the closing of the Merger. Read SEC document |
| January 17, 2017 Filed Jan 18, 2017 10:12 UTC | MEDIA GENERAL INC MEG · Entity 12665 | GrantDeferred Stock Units · Derivative | 10,000 | $18.51 Strike: $0.00 | $185,100.00 |
DisclosureSEC source: 0001140361-17-002071 · doc1.xml · derivative · entry 1 Sullivan Thomas J · CIK 0001591210 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,913 Underlying: Voting Common Stock (no par value) · 10,000 shares Expires not disclosed F1 · derivative.exercise_date: These Deferred Stock Units ("DSUs") were granted in connection with the reporting person's retirement from service as a director of Media General (as defined below) upon the closing of the Merger (as defined below). F1 · derivative.expiration_date: These Deferred Stock Units ("DSUs") were granted in connection with the reporting person's retirement from service as a director of Media General (as defined below) upon the closing of the Merger (as defined below). Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 09:42 UTC | MEDIA GENERAL INC MEG · Entity 12665 | GrantDeferred Stock Unit · Derivative | 533 | $18.73 Strike: $0.00 | $9,982.56 |
DisclosureSEC source: 0000216539-17-000004 · wf-form4_148354096273054.xml · derivative · entry 1 Sullivan Thomas J · CIK 0001591210 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,913 Underlying: Voting Common Stock (no par value) · 533 shares Expires not disclosed F1 · security: Quarterly allocation under the Directors' Deferred Compensation Plan for outside directors fees. F2 · shares: Deferred Stock Units under the Directors' Deferred Compensation Plan may only be settled in shares of Voting Common Stock (no par value). F2 · derivative.exercise_date: Deferred Stock Units under the Directors' Deferred Compensation Plan may only be settled in shares of Voting Common Stock (no par value). F2 · derivative.expiration_date: Deferred Stock Units under the Directors' Deferred Compensation Plan may only be settled in shares of Voting Common Stock (no par value). Read SEC document |
| October 03, 2016 Filed Oct 4, 2016 09:59 UTC | MEDIA GENERAL INC MEG · Entity 12665 | GrantDeferred Stock Unit · Derivative | 555 | $17.99 Strike: $0.00 | $9,983.90 |
DisclosureSEC source: 0000216539-16-000252 · wf-form4_147558955733211.xml · derivative · entry 1 Sullivan Thomas J · CIK 0001591210 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,380 Underlying: Voting Common Stock (no par value) · 555 shares Expires not disclosed F1 · security: Quarterly allocation under the Directors' Deferred Compensation Plan for outside directors fees. F2 · shares: Deferred Stock Units under the Directors' Deferred Compensation Plan may only be settled in shares of Voting Common Stock (no par value). F2 · derivative.exercise_date: Deferred Stock Units under the Directors' Deferred Compensation Plan may only be settled in shares of Voting Common Stock (no par value). F2 · derivative.expiration_date: Deferred Stock Units under the Directors' Deferred Compensation Plan may only be settled in shares of Voting Common Stock (no par value). 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.