Kovitz Investment Group (NYSE: SPE) reports proposed sale of 3,878 shares

Rhea-AI Filing Summary

Kovitz Investment Group filed a Form 144 reporting proposed sales of Common Stock. The excerpt shows 3,878.00 shares tied to an aggregate value of $2,235,775 with a 02/19/2026 trade indicator. The filing also lists prior sales by Kovitz Investment Group on 11/20/2025 (912 shares, $22,617.60), 11/26/2025 (63,660 shares, $1,598,502.00) and 01/22/2026 (215 shares, $1,585,134.00).

Insights

Securities Attorney

Form 144 lists proposed insider sales with specific share counts and dollar amounts.

The filing names Kovitz Investment Group and lists a 3,878.00-share item associated with $2,235,775 and a 02/19/2026 indicator, plus prior sale rows dated 11/20/2025, 11/26/2025, and 01/22/2026 with their stated amounts.

These entries are notice-of-sale disclosures under Section 144 rules and reflect reported transactions/intentions; they do not, by themselves, provide information about the purchaser, settlement mechanics, or issuer proceeds.

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK
Filer CCC
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer

SEC File Number

Address of Issuer

Phone

Name of Person for Whose Account the Securities are To Be Sold

See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.

Relationship to Issuer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common Stock	Fidelity Brokerage Services LLC 245 Summer Street Boston MA 02110	155	3878.00	2235775	02/19/2026	NYSE

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Preferred	01/26/2022	open Market Purchase	Open Market Purchase			155	01/26/2022	Cash/Check

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Name and Address of Seller	Title of Securities Sold	Date of Sale	Amount of Securities Sold	Gross Proceeds
Kovitz Investment Group Par 71 S Wacker Dr Suite 1860 Chicago IL 60606	Special Opportunities Fund	11/20/2025	912	22617.60
Kovitz Investment Group Par 71 S Wacker Dr Suite 1860 Chicago IL 60606	Special Opportunities Fund	11/26/2025	63660	1598502.00
Kovitz Investment Group Par 71 S Wacker Dr Suite 1860 Chicago IL 60606	Special Opportunities Fund	01/22/2026	215	1585134.00

144: Remarks and Signature

Remarks

Date of Notice

ATTENTION:

The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.

Signature

ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)

FAQ

What does the Form 144 from SPE (Kovitz Investment Group) report?

The Form 144 lists proposed sales of Common Stock including 3,878.00 shares tied to $2,235,775 with a 02/19/2026 indicator. It also shows prior sale entries on 11/20/2025, 11/26/2025, and 01/22/2026.

How many shares and what dollar amount are associated with the 02/19/2026 entry?

The entry dated 02/19/2026 shows 3,878.00 shares and an aggregate amount of $2,235,775. Those two numbers are presented together on the same line in the provided excerpt.

What prior sales by Kovitz are listed in the excerpt for SPE?

The excerpt lists three prior sale rows: 11/20/2025 for 912 shares ($22,617.60), 11/26/2025 for 63,660 shares ($1,598,502.00), and 01/22/2026 for 215 shares ($1,585,134.00).

Who is the reporting broker or intermediary shown on the Form 144?

The excerpt names Fidelity Brokerage Services LLC with an address at 245 Summer Street, Boston, MA, and links a Common Stock line to the NYSE with figures including 3,878.00 and $2,235,775 dated 02/19/2026.

Does the excerpt state how proceeds are treated or who receives them?

The provided excerpt does not attach a proceeds recipient label to the listed entries; it shows share counts, dates, and amounts for reported sales but does not assign proceeds to issuer or selling holders within the visible lines.