Wealth Signal
Edition · Edition 042 / What Repeats · Topic 01

Mirrored his-and-hers GRATs, laddered into vintages

Two founders, two companies, no connection between them, and the same architecture sitting in the holdings tables of filings made one day apart.

Source: Forms 4 accession 0001821737-26-000017 (filed 23 Oct 2026) and 0001596532-26-000248 (filed 22 Oct 2026), non-derivative holdings tables.
PersonTrustTrusteeShares
DagevilleSelene GRAT No. 1 (13 Mar 2025)Himself358,087
DagevilleThira GRAT No. 1 (13 Mar 2025)Spouse358,087
DagevilleSelene GRAT No. 2 (13 Mar 2025)Himself391,913
DagevilleThira GRAT No. 2 (13 Mar 2025)Spouse391,913
DagevilleTotal across four GRATs—1,500,000
DudaKenneth Duda Annuity TrustsHimself690,621
DudaJennifer Duda Annuity TrustsSpouse692,104

The shape is the point. Dageville’s four trusts hold exactly 1,500,000 shares, split exactly in half between his side and his spouse’s, and split again into two numbered vintages per side. Duda’s two sides are 690,621 and 692,104 — 0.21% apart.

Why it is built this way is inference, not disclosure: mirroring doubles the number of independent bets that the asset beats the hurdle rate, and laddering into separate vintages means one bad funding date does not take down the whole transfer. Neither filing explains itself, and I am reading structure, not stated intent.

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