General and administrative expenses increased by 1.3 million, or approximately 17.3%, primarily due to increases in professional fees, occupancy, and travel and entertainment expenses.

May 12, 2026 / receipt, needs a key / Scott Gerard, CFO | earnings call 2026-05-12 | transcript 71f2a507-43d8-4437-9398-f844b5a5baeb | chars 6917-7101 | segment 6

General and administrative expenses increased by $2.7 million, or approximately 9.2%, primarily due to increases in in professional fees or bad debt reserve, travel and entertainment expense, and occupancy and related expenses, partially offset by decreases in depreciation and amortization expense and trade error expense.

Mar 17, 2026 / receipt, needs a key / Scott, CFO | earnings call 2026-03-17 | transcript 2ce4beef-aa57-402b-972b-d6158b664384 | chars 8951-9274 | segment 9

General and administrative expenses increased by $2.5 million through the nine months ended September 30th this year, or approximately 11.7%, primarily due to increase in professional fees, occupancy and related expenses, portfolio and systems expense, and travel and entertainment expenses, partially offset by a decrease in trade error expense.

Oct 31, 2025 / receipt, needs a key / Scott Gerard, CFO | earnings call 2025-10-31 | transcript 8566029b-a2d1-4838-9939-11cdf7f411f6 | chars 8382-8728 | segment 8

G&A expenses increased by $0.6 million or approximately 8.8%, primarily due to increases in professional fees, occupancy and related expenses, marketing and advertising, shareholder expenses, and travel and entertainment expenses.

Aug 1, 2025 / receipt, needs a key / Scott Gerard, CFO | earnings call 2025-08-01 | transcript c14e8355-8ccb-41b7-bd34-43aa6971ff7a | chars 5058-5288 | segment 4

Obviously, there's there's more travel for marketing right now, and that's unrelated to revenue. It's revenue yet to come. So that pushes up G and a.

Aug 1, 2025 / receipt, needs a key / Rick Huff, CEO | earnings call 2025-08-01 | transcript c14e8355-8ccb-41b7-bd34-43aa6971ff7a | chars 16615-16764 | segment 16

General and administrative expenses increased by $1 million, or approximately 14.6%, primarily due to increases in professional fees, portfolio systems expense, recruiting costs, marketing and advertising, and travel and entertainment expenses.

May 9, 2025 / receipt, needs a key / Scott, CFO | earnings call 2025-05-09 | transcript cd9a611c-e5d4-4c38-827a-261095348786 | chars 4642-4886 | segment 4

General and administrative expenses increased by 0.5 million, or approximately 8.3%, primarily due to increases in travel and entertainment expenses, occupancy and related costs, professional fees, and increased depreciation and amortization expense.

May 3, 2024 / receipt, needs a key / Scott Gerard, CFO | earnings call 2024-05-03 | transcript 61ecb56c-1cf5-4696-9d57-24d1a0e0f0bd | chars 8498-8748 | segment 8

This was primarily attributable to an adjustment to the fair value of contingent consideration related to the Cortina acquisition of negative .3 million recorded during the third quarter of 2022, in addition to increases in portfolio and systems expense, travel and entertainment expense, occupancy, marketing expense as well.

Nov 3, 2023 / receipt, needs a key / Scott Gerard, CFO | earnings call 2023-11-03 | transcript 61d094a8-e6a7-4566-bf4a-a96714218fdd | chars 4878-5204 | segment 4

Yes, you can expect that to increase coming out of COVID. It's pretty variable, so I'm not going to provide guidance what I think is going to happen in the future. My general view, and I know Scott shares this as our CFO, is this is a good thing. You want to see that increasing. This means we're out there, we're active, our clients want to see us, we're seeing prospects. You know, even, for example, that's the high net worth side, but on the institutional side, so much of it was via Zoom and no travel. And it's way better to meet prospective clients, consultants, and others face-to-face. And that is starting to occur more often as well. So, yes, I would expect a more normalized environment. When it was lower during COVID, we made that point. I don't know what that might look forward to going forward. And I should point out there's also been more international opportunities. I've talked about that in the past. So that's a little bit more expensive travel as well.

Nov 3, 2023 / receipt, needs a key / Rick Hough, CEO | earnings call 2023-11-03 | transcript 61d094a8-e6a7-4566-bf4a-a96714218fdd | chars 24466-25442 | segment 25

This was primarily attributable to a decrease in the adjustment to the fair value of contingent consideration related to the Cortina acquisition of $1.9 million, partially offset by an increase in travel and entertainment expenses and professional fees.

Mar 3, 2023 / receipt, needs a key / Scott Gerard, CFO | earnings call 2023-03-03 | transcript 062a5fa3-0b68-4c39-8fd5-6f73ff449480 | chars 5105-5358 | segment 5

This was primarily attributable to decreases in the fair value of contingent consideration related to the Cortina acquisition of $17.5 million, occupancy and related costs, and trade errors partially offset by increases in travel and entertainment expense, professional fees, and portfolio and systems expense.

Mar 3, 2023 / receipt, needs a key / Scott Gerard, CFO | earnings call 2023-03-03 | transcript 062a5fa3-0b68-4c39-8fd5-6f73ff449480 | chars 7862-8172 | segment 7

Yeah, I think one of the noteworthy lines is related to travel and entertainment expense. That's certainly going to - has started normalizing so that, you know, as you can imagine, because of the pandemic, that expense, you know, in 2021 even, well, to 22 is, you know, lower than historical levels.

Mar 3, 2023 / receipt, needs a key / Scott Gerard, CFO | earnings call 2023-03-03 | transcript 062a5fa3-0b68-4c39-8fd5-6f73ff449480 | chars 14983-15282 | segment 15