Sweep digest — 2026-09-09

Window: 2026-09-08 06:30 → 2026-09-09 06:30 ET Run: 06:30 ET, single pass

Counts

Source	Items seen	Record-worthy	Noise
Calendar	0 in window	0	0 — no events fell inside the window; a forward-looking lookup found the rescheduled MBTC occurrence
Outlook	44 (43 inbox, 1 sent)	11 messages → 2 records	33 — vendor marketing, FMG campaign notices, AppRiver quarantine and search reports, Fidelity custody notice, Zoom/HubSpot/QNAP/Adobe/Julius/Orion/BlackRock promotions, Stripe receipt, Teams missed-activity emails, the firm End of Day Market Brief, JT's own meeting acceptance
Teams	19 messages across 2 chats	19 → 2 records	0
Box Zoom	1 new meeting folder	0	0 — no transcript, see Needs JT
Notion	0 meeting notes in window	0	0
_inbox\	0 files	0	0

Records written

• Zoom Phone cutover — desk phones live, 877 and fax ports rejected and resubmitted — Chad Burnham, Derek Eichenwald, Brandon Drespling — cutover day landed the desk phones and the firm extension list, but both remaining number ports were rejected and resubmitted, and JT was added as a contact of record on each while Derek is out.
• Nydia Retirement Solutions resignation letter received, with Form 5558 — Jamar Anderson, Derek Eichenwald, Brandon Drespling, Rheece Hilliard — the formal letter arrived by mail with a Form 5558; both filed to the plan folder, hard copies to Derek's desk.
• Deck bond slide, the old phone contract, and voicemail setup — Brandon Drespling — a logistics day: a slide he wants in the deck's bond section, the old phone contract he took for 2026-09-09, and his voicemail PIN.
• Phone install day at the Denver office and Dan Mayer's Zoom invite — Jamar Anderson, Dan Mayer, Chad Burnham — Jamar flagged the one account blocking Chad's install and closed it himself inside the hour.

Profiles touched

• Chad Burnham: snapshot rewritten to the completed cutover and the two failed ports; new asking-me-for row on forwarding port correspondence; first concerns bullet ("I am paranoid it got cancelled"); first decisions-log entry; two crossover bullets; the 2026-09-04 end-user-guide ask marked largely overtaken.
• Jamar Anderson: snapshot updated with the Nydia close-out and the same-day Dan Mayer fix; two focused-on bullets; one asking-me-for row; two how-to-work-with-them bullets on his pattern of closing his own loops; two crossover bullets; two meeting-log rows.
• Brandon Drespling: snapshot line on 2026-09-08 as a logistics day with no Zakir movement; two focused-on bullets; voicemail-PIN ask; two doable/not-doable rows; how-to bullet on his reliable deferrals; crossover to Chad; two decisions-log entries including the MBTC reschedule.
• Derek Eichenwald: focused-on bullet on being out during the cutover and the port rerouting; two crossover bullets; two meeting-log rows.
• Rheece Hilliard: meeting-log row for the Nydia thread he was copied on.
• Dan Mayer: focused-on bullet and meeting-log row for the Zoom invite.

Series updated

• MBTC-Security-Benefit-Monthly-Committee: no occurrence in the window, but Brandon cancelled and reissued the October Allocation invite on 2026-09-08. Next occurrence recorded as 2026-09-29 at 12:00 PM ET; first decisions-log entry added.

New people, confirm tier

• None created. Four TCM addresses appeared in the window that are not in people.json and were not tracked because none of them corresponded with JT directly — Meghan Nalty (meghan@), Greg Schowe (gregs@), Stephen Murphy (murph@), and Cory Robinson (named only in Chad's extension table). All four are firm staff on the Zoom rollout. JT to say whether any should be added.

Updates applied

• None. _inbox\UPDATES.md holds only its template text.

Needs JT

• Zoom recording without a transcript. Box folder 2026-09-08 15.29.06 Zoom Meeting with Derek Eichenwald _ Triumph Capital_ timothy gelling (id 416326420268) contains audio, video, chat and a recording config, but no .transcript.vtt. Read.ai was in the meeting — the chat log shows "Derek and Tim added Meeting Analytics from Read to the meeting" — so a Read.ai report email may arrive after this window. Not logged; audio is never transcribed here. This is Derek's third recorded Tim Gelling call since 2026-08-11, and the open item "whether JT takes the Tim Gelling conversation" is still waiting on Derek.
• Duplicate extension 817. Chad's firm-wide extension table assigns 817 to both Daniel Mayer and Stephen Murphy; Murphy's row is highlighted yellow in the original, which reads as Chad's own flag. Someone has to move.
• Form 5558 ambiguity. Nydia enclosed a Form 5558 with their resignation letter. The email does not say whether Nydia actually filed the extension or merely handed over a blank for the Firm to file. The 2025 Form 5500 date of 2026-10-15 depends on the answer.
• Replacement TPA still unowned. Six days after the 2026-09-03 heads-up and now with a formal resignation letter in hand, no successor firm and no owner has been named.
• Two unretrievable items in the Brandon chat. The image he sent for the deck's bond section, and whatever JT sent back with "Here you go." Neither is recoverable through the connector, so the record notes the exchange without its content.

Errors

• Microsoft Graph returned HTTP 429 three times during the run: once on the second Teams page, once on a Read.ai sender search, and once on the first MBTC calendar lookup. The Teams scan covered 36 of 50 chats on the retry before stopping; the calendar lookup succeeded on retry. The Read.ai search was not retried — the full inbox listing had already been paged in its entirety and contained no message from executiveassistant@e.read.ai, so no report existed in the window. Same rate-limit pattern flagged in the 2026-09-08 digest.