Chief Client Officer
Thu, Mar 12, 2026
Mar 12
had shares withheld for taxes in MS
4,935 shares @ $160.89
Decreased holdings by -5.90%
Net across this filing: +6.40% (+4,731 shares)
Tax Withholding
Shares withheld by the issuer to cover taxes on vesting — not a market sale
Win rate excludes trades classified as routine (tax, 10b5-1, exercise, gift).