| As Of | Filing | | Doc. | | Page | | Title | Docs. |
|---|
| | |  |
| 10/31/23 | | 424B5 | | | | 1 | | About This Prospectus | 2 |
| | | | | | 1 | | About This Prospectus Supplement | 2 |
| 3/15/24 | | DEF 14A | | | | 1 | | Advisory vote of NEO compensation | 1 |
| | | | | | 1 | | Annex A: Reconciliation of GAAP to non-GAAP financial measures | 1 |
| | | | | | 1 | | Audit matters | 1 |
| | | | | | 1 | | Base salary | 1 |
| | | | | | 1 | | Beneficial ownership of company common stock | 1 |
| | | | | | 1 | | Biographies of our director nominees | 1 |
| | | | | | 1 | | Board structure and operations | 1 |
| | | | | | 1 | | Board's role and responsibilities, The | 1 |
| 2/23/24 | | 10-K | | | | 1 | | Business | 1 |
| 3/15/24 | | DEF 14A | | | | 1 | | Ccounting | 1 |
| | | | | | 1 | | Ceo | 1 |
| 2/23/24 | | 10-K | | | | 1 | | Certain Relationships and Related Transactions, and Director Independence | 1 |
| 3/15/24 | | DEF 14A | | | | 1 | | Certain transactions | 1 |
| 2/23/24 | | 10-K | | | | 1 | | Changes in and Disagreements with Accountants on Accounting and Financial Disclosure | 1 |
| 3/15/24 | | DEF 14A | | | | 1 | | Chief | 1 |
| | | | | | 1 | | Clawbacks | 1 |
| | | | | | 1 | | Company | 1 |
| 10/31/23 | | 424B5 | | | | 1 | | Company, The | 2 |
| 3/15/24 | | DEF 14A | | | | 1 | | Compensation discussion and analysis | 1 |
| | | | | | 1 | | Compensation governance best practices | 1 |
| | | | | | 1 | | Compensation principles | 1 |
| | | | | | 1 | | Compensation programs and objectives | 1 |
| | | | | | 1 | | Compensation risk assessment | 1 |
| | | | | | 1 | | Components of compensation | 1 |
| 2/23/24 | | 10-K | | | | 1 | | Consolidated Statements of Cash Flows for the | 1 |
| | | | | | 1 | | Consolidated Statements of Changes in Stockholders' Equity for the | 1 |
| | | | | | 1 | | Consolidated Statements of Comprehensive Income for the | 1 |
| | | | | | 1 | | Consolidated Statements of Financial Condition as of | 1 |
| | | | | | 1 | | Consolidated Statements of Income | 1 |
| | | | | | 1 | | Controls and Procedures | 4 |
| 3/15/24 | | DEF 14A | | | | 1 | | Corporate governance | 1 |
| | | | | | 1 | | Corporate Governance Practices | 1 |
| 2/23/24 | | 10-K | | | | 1 | | Cybersecurity | 1 |
| 3/15/24 | | DEF 14A | | | | 1 | | Decisions | 1 |
| 10/26/23 | | 10-Q | | | | 1 | | Defaults Upon Senior Securities | 3 |
| 10/31/23 | | 424B5 | | | | 1 | | Description of Capital Stock | 2 |
| | | | | | 1 | | Description of Debt Securities | 2 |
| | | | | | 1 | | Description of Depositary Shares | 2 |
| | | | | | 1 | | Description of Stock Purchase Contracts and Stock Purchase Units | 2 |
| | | | | | 1 | | Description of the Senior Notes | 2 |
| | | | | | 1 | | Description of Warrants | 2 |
| 3/15/24 | | DEF 14A | | | | 1 | | Director compensation | 1 |
| | | | | | 1 | | Director compensation policies and practices | 1 |
| | | | | | 1 | | Director independence | 1 |
| 2/23/24 | | 10-K | | | | 1 | | Directors, Executive Officers and Corporate Governance | 1 |
| | | | | | 1 | | Disclosure Regarding Foreign Jurisdictions that Prevent Inspections | 1 |
| 10/31/23 | | 424B5 | | | | 1 | | Documents Incorporated by Reference | 2 |
| 3/15/24 | | DEF 14A | | | | 1 | | Dvisory Vote to Approve Named Executive Officer Compensation | 1 |
| | | | | | 1 | | Egistered | 1 |
| | | | | | 1 | | Elated to Our Executive Compensation Program | 1 |
| | | | | | 1 | | Election of | 1 |
| | | | | | 1 | | Elements of director compensation | 1 |
| | | | | | 1 | | Ension Benefits | 1 |
| | | | | | 1 | | Executive change in control severance policy and severance plan | 1 |
| | | | | | 1 | | Executive compensation | 2 |
| | | | | | 1 | | Executive compensation decision | 1 |
| | | | | | 1 | | Executive compensation decision-making | 1 |
| | | | | | 1 | | Executive summary | 1 |
| 10/26/23 | | 10-Q | | | | 1 | | Exhibits | 3 |
| 2/23/24 | | 10-K | | | | 1 | | Exhibits, Financial Statement Schedules | 1 |
| 10/31/23 | | 424B5 | | | | 1 | | Experts | 2 |
| 3/15/24 | | DEF 14A | | | | 1 | | Factors affecting 2023 compensation | 1 |
| | | | | | 1 | | Family relationships | 1 |
| | | | | | 1 | | Fficer and all other NEOs' compensation | 1 |
| | | | | | 1 | | Fficer Transition | 1 |
| 10/26/23 | | 10-Q | | | | 1 | | Financial Information | 3 |
| | | | | | 1 | | Financial Statements | 3 |
| 2/23/24 | | 10-K | | | | 1 | | Financial Statements and Supplementary Data | 1 |
| | | | | | 1 | | Form 10-K Summary | 1 |
| 3/15/24 | | DEF 14A | | | | 1 | | Forward-looking statements | 1 |
| 10/31/23 | | 424B5 | | | | 1 | | General Description of Securities | 2 |
| 3/15/24 | | DEF 14A | | | | 1 | | Glossary | 1 |
| | | | | | 1 | | Grants of plan-based awards for 2023 | 1 |
| | | | | | 1 | | Hareholder Engagement and Director Communications | 1 |
| | | | | | 1 | | Hief | 1 |
| | | | | | 1 | | Ighlights | 1 |
| | | | | | 1 | | In Control | 1 |
| | | | | | 1 | | Independent registered public accounting firm fees | 1 |
| | | | | | 1 | | Individual performance | 1 |
| | | | | | 1 | | Information not incorporated by reference into this proxy statement | 1 |
| | | | | | 1 | | Insider trading information | 1 |
| | | | | | 1 | | Irectors | 1 |
| | | | | | 1 | | Irm | 1 |
| 2/23/24 | | 10-K | | | | 1 | | Item | 1 |
| | | | | | 1 | | Item 1 | 4 |
| | | | | | 1 | | Item 10 | 1 |
| | | | | | 1 | | Item 11 | 1 |
| | | | | | 1 | | Item 12 | 1 |
| | | | | | 1 | | Item 13 | 1 |
| | | | | | 1 | | Item 14 | 1 |
| | | | | | 1 | | Item 15 | 1 |
| | | | | | 1 | | Item 16 | 1 |
| | | | | | 1 | | Item 1A | 4 |
| | | | | | 1 | | Item 1B | 1 |
| | | | | | 1 | | Item 2 | 4 |
| | | | | | 1 | | Item 3 | 4 |
| | | | | | 1 | | Item 4 | 4 |
| | | | | | 1 | | Item 5 | 4 |
| | | | | | 1 | | Item 6 | 4 |
| | | | | | 1 | | Item 7 | 1 |
| | | | | | 1 | | Item 7A | 1 |
| | | | | | 1 | | Item 8 | 1 |
| | | | | | 1 | | Item 9 | 1 |
| | | | | | 1 | | Item 9A | 1 |
| | | | | | 1 | | Item 9B | 1 |
| | | | | | 1 | | Item 9C | 1 |
| 10/31/23 | | 424B5 | | | | 1 | | Legal Matters | 2 |
| 2/23/24 | | 10-K | | | | 1 | | Legal Proceedings | 4 |
| 3/15/24 | | DEF 14A | | | | 1 | | Long-term equity incentives | 1 |
| | | | | | 1 | | Making | 1 |
| 2/23/24 | | 10-K | | | | 1 | | Management's Discussion and Analysis of Financial Condition and Results of Operations | 4 |
| | | | | | 1 | | Market for Registrant's Common Equity, Related Stockholder Matters and Issuer Purchases of Equity Securities | 1 |
| 10/31/23 | | 424B5 | | | | 1 | | Material United States Federal Income Tax Consequences | 2 |
| 3/15/24 | | DEF 14A | | | | 1 | | Message from our independent chairman | 1 |
| 2/23/24 | | 10-K | | | | 1 | | Mine Safety Disclosures | 4 |
| 3/15/24 | | DEF 14A | | | | 1 | | Ndependent | 1 |
| 2/23/24 | | 10-K | | | | 1 | | Notes to the Consolidated Financial Statements | 1 |
| 3/15/24 | | DEF 14A | | | | 1 | | Notice of 2024 annual meeting of shareholders | 1 |
| | | | | | 1 | | Oard Of | 1 |
| 10/31/23 | | 424B5 | | | | 1 | | Offering, The | 2 |
| 3/15/24 | | DEF 14A | | | | 1 | | Onqualified Deferred Compensation | 1 |
| | | | | | 1 | | Other arrangements, policies and practices | 1 |
| | | | | | 1 | | Other arrangements, policies and practices related to our executive compensation | 1 |
| | | | | | 1 | | Other governance policies and practices | 1 |
| 2/23/24 | | 10-K | | | | 1 | | Other Information | 4 |
| 3/15/24 | | DEF 14A | | | | 1 | | Other matters | 1 |
| | | | | | 1 | | Our | 1 |
| | | | | | 1 | | Outstanding equity awards at 2023 year-end | 1 |
| | | | | | 1 | | Overview | 1 |
| 2/23/24 | | 10-K | | | | 1 | | Part I | 4 |
| | | | | | 1 | | Part II | 4 |
| | | | | | 1 | | Part III | 1 |
| | | | | | 1 | | Part IV | 1 |
| 3/15/24 | | DEF 14A | | | | 1 | | Pay Ratio | 1 |
| | | | | | 1 | | Pay versus performance | 1 |
| | | | | | 1 | | Performance highlights | 1 |
| 10/31/23 | | 424B5 | | | | 1 | | Plan of Distribution | 2 |
| 3/15/24 | | DEF 14A | | | | 1 | | Policy regarding pre-approval of independent registered public accounting firm services | 1 |
| | | | | | 1 | | Potential payments upon a termination or change | 1 |
| 5/12/23 | | S-8 | | | | 1 | | Powers of Attorney (included on the signature page of the Registration Statement) | 1 |
| 3/15/24 | | DEF 14A | | | | 1 | | Ppointment Of | 1 |
| 2/23/24 | | 10-K | | | | 1 | | Principal Accounting Fees and Services | 1 |
| 3/15/24 | | DEF 14A | | | | 1 | | Process | 1 |
| | | | | | 1 | | Program | 1 |
| | | | | | 1 | | Prohibition on hedging and pledging | 1 |
| 2/23/24 | | 10-K | | | | 1 | | Properties | 1 |
| 3/15/24 | | DEF 14A | | | | 1 | | Proposal 1: Election of | 1 |
| | | | | | 1 | | Proposal 2 | 1 |
| | | | | | 1 | | Proposal 3: Ratification of | 1 |
| | | | | | 1 | | Proxy statement summary | 1 |
| | | | | | 1 | | Proxy statement tear sheet | 1 |
| 2/23/24 | | 10-K | | | | 1 | | Quantitative and Qualitative Disclosures about Market Risk | 4 |
| 3/15/24 | | DEF 14A | | | | 1 | | Questions and answers about the annual meeting and voting | 1 |
| | | | | | 1 | | Report of the audit committee | 1 |
| | | | | | 1 | | Report of the compensation and leadership development committee | 1 |
| 2/23/24 | | 10-K | | | | 1 | | Reports of Independent Registered Public Accounting Firm | 1 |
| 3/15/24 | | DEF 14A | | | | 1 | | Retirement and other benefits | 1 |
| 2/23/24 | | 10-K | | | | 1 | | Risk Factors | 6 |
| 3/15/24 | | DEF 14A | | | | 1 | | Roles and responsibilities in compensation decisions | 1 |
| 2/23/24 | | 10-K | | | | 1 | | Security Ownership of Certain Beneficial Owners and Management and Related Stockholder Matters | 1 |
| 3/15/24 | | DEF 14A | | | | 1 | | Selection and engagement of audit firm | 1 |
| | | | | | 1 | | Selection of directors | 1 |
| | | | | | 1 | | Service mark, trademark, and copyright information | 1 |
| | | | | | 1 | | Share ownership guidelines | 1 |
| | | | | | 1 | | Shareholder proposals and director nominations for the 2025 annual meeting | 1 |
| | | | | | 1 | | Short-term incentive compensation | 1 |
| 10/31/23 | | 424B5 | | | | 1 | | Special Note Regarding Forward-Looking Statements | 2 |
| | | | | | 1 | | Special Notes Concerning Forward-Looking Statements | 2 |
| 3/15/24 | | DEF 14A | | | | 1 | | Stock ownership information | 1 |
| | | | | | 1 | | Stock vested for 2023 | 1 |
| 10/31/23 | | 424B5 | | | | 1 | | Summary | 2 |
| 3/15/24 | | DEF 14A | | | | 1 | | Summary of | 1 |
| 2/23/24 | | 10-K | | | | 1 | | Table of Contents | 6 |
| 3/15/24 | | DEF 14A | | | | 1 | | The board's role and responsibilities | 1 |
| 10/31/23 | | 424B5 | | | | 1 | | The Company | 2 |
| | | | | | 1 | | The Offering | 2 |
| 3/15/24 | | DEF 14A | | | | 1 | | Ublic | 1 |
| | | | | | 1 | | Ummary Compensation Table | 1 |
| 10/31/23 | | 424B5 | | | | 1 | | Underwriting | 2 |
| 10/26/23 | | 10-Q | | | | 1 | | Unregistered Sales of Equity Securities and Use of Proceeds | 3 |
| 2/23/24 | | 10-K | | | | 1 | | Unresolved Staff Comments | 1 |
| 10/31/23 | | 424B5 | | | | 1 | | Use of Proceeds | 2 |
| | | | | | 1 | | Where You Can Find More Information | 2 |
| 3/15/24 | | DEF 14A | | | | 1 | | Xecutive | 1 |
| | | | | | 1 | | Xecutive Compensation Tables | 1 |
| | | | | | 1 | | 100 | 1 |
| | | | | | 1 | | 104 | 1 |
| | | | | | 1 | | 106 | 1 |
| | | | | | 1 | | 110 | 1 |
| | | | | | 1 | | 111 | 1 |
| | | | | | 1 | | 112 | 1 |
| | | | | | 1 | | 114 | 1 |
| | | | | | 1 | | 116 | 1 |
| | | | | | 1 | | 117 | 1 |
| | | | | | 1 | | 122 | 1 |
| | | | | | 1 | | 123 | 1 |
| | | | | | 1 | | 124 | 1 |
| | | | | | 1 | | 125 | 1 |
| | | | | | 1 | | 126 | 1 |
| 2/23/24 | | 10-K | | | | 1 | | 149 | 1 |
| | | | | | 1 | | 150 | 1 |
| | | | | | 1 | | 151 | 1 |
| | | | | | 1 | | 152 | 1 |
| | | | | | 1 | | 158 | 1 |
| 3/15/24 | | DEF 14A | | | | 1 | | 2023 | 1 |
| | | | | | 1 | | 2023 Director Compensation | 1 |
