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 / CFO / 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 $2.5 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 / CFO / 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 / CFO / receipt, needs a key / Scott Gerard, CFO | earnings call 2025-08-01 | transcript c14e8355-8ccb-41b7-bd34-43aa6971ff7a | chars 5058-5288 | 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 / CFO / 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 / CFO / receipt, needs a key / Scott Gerard, CFO | earnings call 2023-11-03 | transcript 61d094a8-e6a7-4566-bf4a-a96714218fdd | chars 4878-5204 | segment 4

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

General and administrative expenses decreased by 2 million, or approximately 22 percent, to 7.3 million for the second quarter, from 9.3 million for the second quarter last year. This was primarily attributable to decreases in the fair value of contingent consideration related to the Cortina acquisition of 2.2 million, and portfolio and systems expense, partially offset by increases in sub-advisory and referral fees, occupancy and related expenses, and travel and entertainment expense.

Jul 30, 2021 / CFO / receipt, needs a key / Scott Gerard, CFO | earnings call 2021-07-30 | transcript b0b3eee6-1c13-4854-b03a-93729fe4ff83 | chars 4448-4938 | segment 4

General and administrative expenses increased by $5.8 billion or approximately 63% to $15.2 million for the first half this year from $9.3 million for the first half last year. This was primarily attributable to increases in the fair value of contingent consideration related to the Cortina acquisition of $6.1 million, occupancy and related costs, professional fees, and insurance expense, partially offset by decreases in travel and entertainment expense, portfolio and systems expense, depreciation and amortization, and office expense.

Jul 30, 2021 / CFO / receipt, needs a key / Scott Gerard, CFO | earnings call 2021-07-30 | transcript b0b3eee6-1c13-4854-b03a-93729fe4ff83 | chars 7285-7824 | segment 7