Young Christopher H.

SEC source: 0000814585-26-000040 · primary_doc.xml · nonDerivative · entry 1

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 651,544

F1 · shares: Represents Shares surrendered to Issuer for payment of tax liability upon vesting of restricted stock.

F2 · balance_after: Balance reflects adjustment for retirement plan shares.

SEC source: 0000814585-26-000023 · primary_doc.xml · nonDerivative · entry 2

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 660,212

F3 · shares: Represents Shares surrendered to Issuer for payment of tax liability upon vesting of restricted stock.

F2 · balance_after: Balance reflects adjustment for retirement plan shares.

SEC source: 0000814585-26-000023 · primary_doc.xml · nonDerivative · entry 1

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 666,273

F1 · shares: Time based shares that will vest in equal installments on the third, fourth and fifth anniversary of the grant date, subject to the NEO's continued employment on the vesting date (subject to certain exceptions).

F2 · balance_after: Balance reflects adjustment for retirement plan shares.

SEC source: 0000814585-26-000004 · primary_doc.xml · nonDerivative · entry 1

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 585,504

F1 · shares: All of the additional shares (for the target performance and the shares for the dividend value) will be added to the original performance shares granted to each NEO on 3/3/23. The new total number of shares will vest 1/3 on the 3rd anniversary of the original grant (3/3/26), 1/3 on the 4th anniversary (3/3/27) and the final 1/3 on the 5th anniversary (3/3/28) of the original grant.

SEC source: 0000814585-25-000020 · primary_doc.xml · nonDerivative · entry 2

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 581,102

F3 · shares: Time based shares that will vest in equal installments on the third, fourth and fifth anniversary of the grant date, subject to the NEO's continued employment on the vesting date (subject to certain exceptions).

F2 · balance_after: Balance reflects adjustment for retirement plan shares.

SEC source: 0000814585-25-000020 · primary_doc.xml · nonDerivative · entry 1

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 485,474

F1 · shares: Represents Shares surrendered to Issuer for payment of tax liability upon vesting of restricted stock.

F2 · balance_after: Balance reflects adjustment for retirement plan shares.

SEC source: 0000814585-25-000012 · primary_doc.xml · nonDerivative · entry 1

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 497,749

F1 · shares: Represents Shares surrendered to Issuer for payment of tax liability upon vesting of restricted stock.

F2 · balance_after: Balance reflects adjustment for retirement plan shares.

SEC source: 0000814585-25-000004 · primary_doc.xml · nonDerivative · entry 1

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 526,335

F1 · shares: Represents forfeiture of previously granted restricted stock award due to non-achievement of performance criteria.

SEC source: 0000814585-25-000008 · primary_doc.xml · nonDerivative · entry 1

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 662,166

F1 · shares: Represents forfeiture of previously granted restricted stock award due to non-achievement of performance criteria.

F2 · balance_after: This Form 5 is being amended to correct an administrative error, in which the previously reported shares beneficially owned by the Reporting Person is incorrect and now reflects an increase in the number of shares reported as beneficially owned by the Reporting Person.

SEC source: 0000814585-24-000028 · primary_doc.xml · nonDerivative · entry 2

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 685,616

F3 · shares: Represents Shares surrendered to Issuer for payment of tax liability upon vesting of restricted stock.

F2 · balance_after: Balance reflects adjustment for retirement plan shares.

SEC source: 0000814585-24-000021 · primary_doc.xml · nonDerivative · entry 1

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 617,170

F1 · shares: Represents Shares surrendered to Issuer for payment of tax liability upon vesting of restricted stock.

F2 · balance_after: Balance reflects adjustment for retirement plan shares.

SEC source: 0000814585-24-000028 · primary_doc.xml · nonDerivative · entry 1

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 692,518

F1 · shares: Time based shares that will vest in equal installments on the third, fourth and fifth anniversary of the grant date, subject to the NEO's continued employment on the vesting date (subject to certain exceptions).

F2 · balance_after: Balance reflects adjustment for retirement plan shares.

SEC source: 0000814585-24-000016 · primary_doc.xml · nonDerivative · entry 1

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 625,839

F1 · shares: Represents Shares surrendered to Issuer for payment of tax liability upon vesting of restricted stock.

F2 · balance_after: Balance reflects adjustment for retirement plan shares.

SEC source: 0000814585-24-000007 · primary_doc.xml · nonDerivative · entry 1

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 634,323

F1 · shares: Additional new shares granted representing the dividend value attributable to the performance shares awarded on 12/31/23 over target due to the performance score of 118% for the March 2021 performance grant to the NEO's. These shares will vest on the same vesting cycle as the March '21 performance shares (1/3 in March 2024, 1/3 in March 2025 and the final 1/3 in March 2026).

SEC source: 0000814585-24-000003 · primary_doc.xml · nonDerivative · entry 1

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 626,610

F1 · shares: Additional shares added to the original performance shares granted on 3/4/21. The new total number of shares will vest 1/3 on the 3rd anniversary of the original grant (3/4/24), 1/3 on the 4th anniversary of the original grant (3/4/25) and the final 1/3 on the 5th anniversary of the original grant (3/4/26).

SEC source: 0000814585-23-000033 · primary_doc.xml · nonDerivative · entry 1

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 620,083

F1 · shares: Reinvestment of dividend issued on December 22, 2023.

F2 · balance_after: Balance reflects adjustment for retirement plan shares.

SEC source: 0000814585-23-000018 · primary_doc.xml · nonDerivative · entry 3

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 618,669

F1 · shares: Represents shares surrendered to Issuer for payment of tax liability upon vesting of restricted stock.

F2 · balance_after: Balance reflects adjustment for retirement plan shares.

SEC source: 0000814585-23-000024 · primary_doc.xml · nonDerivative · entry 3

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 618,649

F1 · shares: Represents shares surrendered to Issuer for payment of tax liability upon vesting of restricted stock.

F2 · balance_after: Balance reflects adjustment for retirement plan shares.

SEC source: 0000814585-23-000018 · primary_doc.xml · nonDerivative · entry 2

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 620,945

F1 · shares: Represents shares surrendered to Issuer for payment of tax liability upon vesting of restricted stock.

F2 · balance_after: Balance reflects adjustment for retirement plan shares.

SEC source: 0000814585-23-000024 · primary_doc.xml · nonDerivative · entry 2

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 620,925

F1 · shares: Represents shares surrendered to Issuer for payment of tax liability upon vesting of restricted stock.

F2 · balance_after: Balance reflects adjustment for retirement plan shares.

SEC source: 0000814585-23-000018 · primary_doc.xml · nonDerivative · entry 1

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 627,826

F1 · shares: Represents shares surrendered to Issuer for payment of tax liability upon vesting of restricted stock.

F2 · balance_after: Balance reflects adjustment for retirement plan shares.

SEC source: 0000814585-23-000012 · primary_doc.xml · nonDerivative · entry 2

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 636,310

F3 · shares: The vesting of the March 2023 performance-based share awards will be contingent on Total Shareholder Return over a three year performance period beginning December 31, 2022 and ending on December 31, 2025. The beginning stock price is the closing share price as of 12/31/22 and ending stock price will be the average stock price over the 60 trading days preceding and including the last day of the performance period. Earned shares will vest in equal installments on the third, fourth and fifth anniversary of the grant date, subject to the NEO's continued employment subject to certain exceptions. Performance-based shares not earned will be forfeited.

F2 · balance_after: Balance reflects adjustment for retirement plan shares.

SEC source: 0000814585-23-000012 · primary_doc.xml · nonDerivative · entry 1

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 615,521

F1 · shares: Time based shares that will vest in equal installments on the third, fourth and fifth anniversary of the grant date, subject to the NEO's continued employment on the vesting date (subject to certain exceptions).

F2 · balance_after: Balance reflects adjustment for retirement plan shares.

SEC source: 0000814585-23-000024 · primary_doc.xml · nonDerivative · entry 1

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 627,826

F1 · shares: Represents shares surrendered to Issuer for payment of tax liability upon vesting of restricted stock.

F2 · balance_after: Balance reflects adjustment for retirement plan shares.

SEC source: 0000814585-23-000006 · primary_doc.xml · nonDerivative · entry 1

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 602,479

F1 · shares: Represents forfeiture of previously granted restricted stock award due to non-achievement of performance criteria.

SEC source: 0000814585-22-000020 · primary_doc.xml · nonDerivative · entry 2

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 606,836

F1 · shares: Represents shares surrendered to Issuer for payment of tax liability upon vesting of restricted stock.

F2 · balance_after: Balance reflects adjustment for retirement plan shares.

SEC source: 0000814585-22-000020 · primary_doc.xml · nonDerivative · entry 1

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 610,340

F1 · shares: Represents shares surrendered to Issuer for payment of tax liability upon vesting of restricted stock.

F2 · balance_after: Balance reflects adjustment for retirement plan shares.

SEC source: 0000814585-22-000011 · primary_doc.xml · nonDerivative · entry 2

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 617,242

F3 · shares: Restricted stock granted pursuant to long-term incentive award under 16b-3 exemption. The shares issued are the target number of performance-based restricted stock that may be earned (in a range of 0% to 200% of the target number of shares issued) based on the achievement of a certain performance metric as of December 31, 2024. Unless otherwise adjusted downward by the compensation committee in its discretion, the number of performance shares that may be earned in excess of the target number of shares is 23,450. Any shares that are not earned on such date will be forfeited. The shares that are earned on such date will vest in one-third increments on each of the third, fourth and fifth anniversaries of the date of grant, subject to certain continued service conditions.

F2 · balance_after: Balance reflects adjustment for retirement shares.

SEC source: 0000814585-22-000011 · primary_doc.xml · nonDerivative · entry 1

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 593,792

F1 · shares: Time based shares that will vest in equal installments on the third, fourth and fifth anniversary of the grant date, subject to the NEO's continued employment on the vesting date subject to certain exceptions).

F2 · balance_after: Balance reflects adjustment for retirement shares.

SEC source: 0000814585-22-000003 · primary_doc.xml · nonDerivative · entry 1

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 581,592

F1 · shares: (1) Additional shares issued pursuant to performance award agreement granted on 3/5/19. The shares will vest 1/3 on the 3rd anniversary of the original grant (3/5/22), 1/3 on the 4th anniversary of the original grant (3/5/23) and the final 1/3 on the 5th anniversary of the original grant (3/5/24).

SEC source: 0000814585-21-000024 · primary_doc.xml · nonDerivative · entry 1

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 563,379

F1 · shares: Represents shares surrendered to Issuer for payment of tax liability upon vesting of restricted stock.

F2 · balance_after: Balance reflects adjustment for retirement plan shares.

SEC source: 0000814585-21-000019 · primary_doc.xml · nonDerivative · entry 2

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 566,681

F3 · shares: Restricted stock granted pursuant to long-term incentive award under 16b-3 exemption. The shares issued are the target number of performance-based restricted stock that may be earned (in a range of 0% to 200% of the target number of shares issued) based on the achievement of a certain performance metric as of December 31, 2023. Any shares that are not earned on such date will be forfeited. The shares that are earned on such date will vest in one-third increments on each of the third, fourth and fifth anniversaries of the date of grant, subject to certain continued service conditions.

F2 · balance_after: Balance reflects adjustment for retirement shares.

SEC source: 0000814585-21-000019 · primary_doc.xml · nonDerivative · entry 1

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 530,422

F1 · shares: Time based shares that will vest in equal installments on the third, fourth and fifth anniversary of the grant date, subject to the NEO's continued employment on the vesting date (subject to certain exceptions).

F2 · balance_after: Balance reflects adjustment for retirement shares.

SEC source: 0000814585-21-000013 · primary_doc.xml · nonDerivative · entry 1

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 508,784

F1 · shares: Represents shares surrendered to Issuer for payment of tax liability upon vesting of restricted stock.

F2 · balance_after: Balance reflects adjustment for retirement plan shares.

SEC source: 0000814585-21-000001 · primary_doc.xml · nonDerivative · entry 1

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 510,098

F1 · shares: Represents forfeiture of previously granted restricted stock award due to non-achievement of performance criteria.

SEC source: 0000814585-20-000035 · primary_doc.xml · nonDerivative · entry 1

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 539,157

F1 · shares: Represents shares surrendered to Issuer for payment of tax liability upon vesting of restricted stock.

F2 · balance_after: Balance reflects adjustment for retirement plan shares.

SEC source: 0000814585-20-000023 · primary_doc.xml · nonDerivative · entry 1

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 540,278

F1 · shares: Represents shares surrendered to Issuer for payment of tax liability upon vesting of restricted stock.

F2 · balance_after: Balance reflects adjustment for retirement plan shares.

SEC source: 0000814585-20-000028 · primary_doc.xml · nonDerivative · entry 1

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 540,314

F1 · shares: Represents shares surrendered to Issuer for payment of tax liability upon vesting of restricted stock.

F2 · balance_after: Balance reflects adjustment for retirement plan shares.

SEC source: 0000814585-20-000017 · primary_doc.xml · nonDerivative · entry 2

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 541,497

F3 · shares: Restricted Stock granted pursuant to long-term incentive award under 16b-3 exemption. The shares issued are the target number of performance-based restricted stock that may be earned (in a range of 0% to 200% of the target number of shares issued) based on the achievement of a certain performance metric as of December 31, 2022. Any shares that are not earned on such date will be forfeited. The shares that are earned on such date will vest in one-third increments on each of the third, fourth and fifth anniversaries of the date of grant, subject to certain continued service conditions.

F2 · balance_after: Balance reflects adjustment for retirement shares.

SEC source: 0000814585-20-000017 · primary_doc.xml · nonDerivative · entry 1

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 487,034

F1 · shares: Time based shares that will vest in equal installments on the third, fourth and fifth anniversary of the grant date, subject to the NEO's continued employment on the vesting date (subject to certain exceptions).

F2 · balance_after: Balance reflects adjustment for retirement shares.

SEC source: 0000814585-20-000011 · primary_doc.xml · nonDerivative · entry 1

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 466,542

F1 · shares: Represents shares surrendered to Issuer for payment of tax liability upon vesting of restricted stock.

F2 · balance_after: Balance reflects adjustment for retirement plan shares.

SEC source: 0000814585-19-000012 · primary_doc.xml · nonDerivative · entry 4

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 467,856

F1 · shares: Represents shares surrendered to Issuer for payment of tax liability upon vesting of restricted stock.

F2 · balance_after: Balance reflects adjustment for retirement plan shares.

SEC source: 0000814585-19-000012 · primary_doc.xml · nonDerivative · entry 3

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 468,596

F4 · shares: Restricted Stock granted pursuant to long-term incentive award under 16b-3 exemption. The shares issued are the target number of performance-based restricted stock that may be earned (in a range of 0% to 200% of the target number of shares issued) based on the achievement of a certain performance metric as of December 31, 2021. Any shares that are not earned on such date will be forfeited. The shares that are earned on such date will vest in one-third increments on each of the third, fourth and fifth anniversaries of the date of grant, subject to certain continued service conditions.

F2 · balance_after: Balance reflects adjustment for retirement plan shares.

SEC source: 0000814585-19-000012 · primary_doc.xml · nonDerivative · entry 2

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 444,631

F3 · shares: Time based shares that will vest in equal installments on the third, fourth and fifth anniversary of the grant date, subject to the NEO's continued employment on the vesting date (subject to certain exceptions).

F2 · balance_after: Balance reflects adjustment for retirement plan shares.

SEC source: 0000814585-19-000012 · primary_doc.xml · nonDerivative · entry 1

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 429,373

F1 · shares: Represents shares surrendered to Issuer for payment of tax liability upon vesting of restricted stock.

F2 · balance_after: Balance reflects adjustment for retirement plan shares.

SEC source: 0000814585-19-000008 · primary_doc.xml · nonDerivative · entry 1

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 430,557

F1 · shares: Represents shares surrendered to Issuer for payment of tax liability upon vesting of restricted stock.

F2 · balance_after: Balance reflects adjustment for retirement plan shares.

SEC source: 0000814585-18-000039 · primary_doc.xml · nonDerivative · entry 1

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 431,871

F1 · shares: Restricted stock granted pursuant to long-term incentive award under the MBIA Inc. 2005 Omnibus Incentive Plan, as amended. The restricted stock will cliff vest on March 3, 2025 provided Mr. Young remains continuously employed through such date.

F2 · balance_after: Balance reflects adjustment for retirement plan shares.

SEC source: 0000814585-18-000017 · primary_doc.xml · nonDerivative · entry 2

Young Christopher H. · CIK 0001717555 · Assistant Vice Pesident

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,540

F1 · shares: Represents shares surrendered to Issuer for payment of tax liability upon vesting of restricted stock.

F2 · balance_after: Balance reflects adjustment for retirement plan shares.

SEC source: 0000814585-18-000023 · primary_doc.xml · nonDerivative · entry 2

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 98,538

F3 · shares: Restricted Stock granted pursuant to long-term incentive award under 16b-3 exemption. The shares issued are the target number of performance-based restricted stock that may be earned (in a range of 0% to 200% of the target number of shares issued) based on the achievement of certain performance metrics as of December 31, 2020. Any shares that are not earned on such date will be forfeited. The shares that are earned on such date will vest in one-third increments on each of the third, fourth and fifth anniversaries of the date of grant, subject to certain continued service conditions.

F2 · balance_after: Balance reflects adjustment for retirement plan shares.

SEC source: 0000814585-18-000023 · primary_doc.xml · nonDerivative · entry 1

Young Christopher H. · CIK 0001717555 · Assistant Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 69,479

F1 · shares: Restricted stock granted pursuant to long-term incentive award under 16b-3 exemption. This restricted stock vests in one-third increments on each of the third, fourth, and fifth anniversaries of the date of grant.

F2 · balance_after: Balance reflects adjustment for retirement plan shares.