Not independent
Tenure on this board
0.5 yrs
9 nominees · 4 ballot items.
Elect nine directors; Ratify appointment of KPMG LLP as independent auditor; Advisory vote to approve named executive officer compensation (Say-on-Pay); Approve Amended and Restated 2024 Equity Incentive Plan; Transact any other business properly presented.
Election of nine director nominees divided into Group A (common stock) and Group B (preferred stock) to hold one-year terms.
Stockholder vote to ratify KPMG LLP as the company’s independent auditors for 2026.
Non-binding advisory vote to approve the compensation of the named executive officers as disclosed in the proxy statement.
Stockholder vote to approve amendment and restatement of the 2024 Equity Incentive Plan to add 750,000 shares and extend the term by 10 years.
| # | Owner | % of shares | Shares | Value |
|---|---|---|---|---|
| 1 | Integrated Wealth Concepts LLC | 11.85% | 2,532,639 | $47M |
| 2 | FEDERATED HERMES, INC. | 5.23% | 1,118,653 | $21M |
| 3 | DIMENSIONAL FUND ADVISORS LP | 3.49% | 745,037 | $14M |
| 4 | PRIVATE MANAGEMENT GROUP INC | 3.46% | 740,017 | $14M |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 3.01% | 643,764 | $12M |
| 6 | ARIEL INVESTMENTS, LLC | 2.94% | 628,860 | $12M |
| 7 | BlackRock, Inc. | 2.28% | 488,074 | $9M |
| 8 | TWO SIGMA INVESTMENTS, LP | 2.09% | 446,215 | $8M |
| 9 | BlackRock, Inc. | 2.07% | 442,913 | $8M |
| 10 | Tieton Capital Management, LLC | 2.00% | 426,950 | $8M |
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