2026-09-02_Team_email_Options-Report-Daily-Send-Rollout_email.md
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Date: 2026-09-02 Title: Options Report daily send rollout (four emails from JT, 9:52 PM to 10:35 PM ET) Source: mail:///messages/AAMkAGE2Nzc1MTNkLTA2MDUtNDc4MC1hNDg4LTcwZDk4OTg5NzU2MwBGAAAAAACzaNa_9qnVRYNdYXfKyCC_BwAGiQQE9_gzSoKwwf79iYOuAAAAAAEJAAAGiQQE9_gzSoKwwf79iYOuAAKeS_qgAAA%3D (Brent); also mail:///messages/AAMkAGE2Nzc1MTNkLTA2MDUtNDc4MC1hNDg4LTcwZDk4OTg5NzU2MwBGAAAAAACzaNa_9qnVRYNdYXfKyCC_BwAGiQQE9_gzSoKwwf79iYOuAAAAAAEJAAAGiQQE9_gzSoKwwf79iYOuAAKeS_qiAAA%3D (Chris, cc Mike and Derek); mail:///messages/AAMkAGE2Nzc1MTNkLTA2MDUtNDc4MC1hNDg4LTcwZDk4OTg5NzU2MwBGAAAAAACzaNa_9qnVRYNdYXfKyCC_BwAGiQQE9_gzSoKwwf79iYOuAAAAAAEJAAAGiQQE9_gzSoKwwf79iYOuAAKeS_qlAAA%3D (Brandon, cc Derek); mail:///messages/AAMkAGE2Nzc1MTNkLTA2MDUtNDc4MC1hNDg4LTcwZDk4OTg5NzU2MwBGAAAAAACzaNa_9qnVRYNdYXfKyCC_BwAGiQQE9_gzSoKwwf79iYOuAAAAAAEJAAAGiQQE9_gzSoKwwf79iYOuAAKeS_qmAAA%3D (Derek) What this is: the four email bodies as read through the Microsoft 365 connector, HTML stripped to text; tracking-wrapped links reduced to their target URLs; each email's forwarded "[TEST -> ...]" notification is reproduced as received. === Email 1 === From: Jeffrey Thomas <jt@triumphcapitalmanagement.com> To: Brent Mcgibbon <bmcgibbon@mcgibbon-asset.com> Cc: Derek N. Eichenwald <dereke@triumphcapitalmanagement.com> Bcc: Jeffrey Thomas <jt@triumphcapitalmanagement.com> Sent: 2026-09-03T01:52:11Z (2026-09-02 9:52 PM ET) Subject: (Heads Up) Options Report — Sep 1 · 66 expiring soon Hi Brent, Quick heads-up so you know these emails are legitimate and not spam or phishing. The Options Report I've sent you a few times is now going out daily. Starting the next day or so, you'll receive this email each morning with a link to it in your Box folder instead of an attachment (example forwarded below). Same report, with a few bug fixes and a slight facelift to the layout. The last three tabs are market-wide flow (non-holding related) from a few premium options data services, refreshed daily and independent of your holdings, with a star on any name your clients already hold so you can see where the noise overlaps your book Derek and I have been tweaking it over the past few months as time permitted, but wide open to suggestions and ideas. If you spot a glitch or have an idea that enhances insight/usefulness, let us know. Down the road, the plan is to bring this and other practice tools online for real-time access features. In the meantime, we'll send this one item out daily to begin with. If it's a useful two-minute morning glance, great. If not, ignore it, delete it, and set a rule to archive it. I can even remove you from the daily email distro. JT ---------- Forwarded message ---------- From: Jeffrey Thomas <jt@triumphcapitalmanagement.com> Sent: Wednesday, September 2, 2026 8:00 PM To: Jeffrey Thomas <jt@triumphcapitalmanagement.com> Subject: [TEST -> Brent McGibbon] Options Report — Sep 1 · 66 expiring soon Your updated Options Report is available in your TCM Firm File. Triumph Capital Management REPORTS & TOOLS Updated Options Report Available SEPTEMBER 1, 2026 Brent — your updated Options Report and its market intelligence insights are now available to view or download in your TCM Firm File. Your Reports Individual book Brent McGibbon 133 Open positions · 66 Expiring ≤ 7d · 10 ★ Underlyings in Flow Open in Box › (https://app.box.com/folder/414395170949) Positions as of the Sep 1 close, across custodians · market data refreshed 6:21 PM ET Thank you, Compliance & Operations Triumph Capital Management Tools and reference. Provided to the named recipients as internal support material, for optional use as a supplemental analytical layer to help surface efficient insights across the positions they oversee. It is not a directive, instruction, or recommendation from the Firm to take any action in a client account, and it is not a substitute for custodial platforms, statements, and confirmations, which control for positions, balances, and activity. Verify before you advise or trade. Internal use only — not for distribution to clients or prospects without Compliance Department approval. Third-party data. The intelligence metrics (flow signals, gamma exposure, market movers, whale flow, premium plays, and similar) are not produced by the Firm. They are sourced from external data providers as received and are not independently verified. The Firm layers this data over each IAR’s book solely to aggregate, mark, and flag holdings and client positions for review. Those flags are a screening aid — not a recommendation, and not an endorsement of or by Triumph Capital Management. Notice of Confidentiality. This e-mail and any attachments are intended only for the use of the addressee(s) named herein and may contain legally privileged and confidential information. If you are not the intended recipient, any review, use, distribution, or copying of this message is prohibited; please notify the sender and delete it. Advisory services are offered through Triumph Capital Management, an SEC-registered investment adviser (CRD #282814). === Email 2 === From: Jeffrey Thomas <jt@triumphcapitalmanagement.com> To: Christopher Kolker <chris@christopherleefinancial.com> Cc: Mike Knoebel <mike@christopherleefinancial.com>; Derek N. Eichenwald <dereke@triumphcapitalmanagement.com> Sent: 2026-09-03T02:09:38Z (2026-09-02 10:09 PM ET) Subject: (Heads Up) Options Report — Sep 1 · 10 expiring soon Hey Chris, Starting the next day or so, you'll receive a short email each morning with a link to a Daily Options Report for your book located in a Box folder (example forwarded below). Data runs off prior-day positions across custodians, pulls your clients' open contracts, then layers in current pricing and options metrics (IV, OI, gamma, flow) from a few premium data services. The last three tabs are market-wide flow (non-holding related), refreshed daily and independent of your holdings, with a star on any name your clients already hold so you can see where the noise overlaps your book. Derek and I have been tweaking it over the past few months as time permitted, but open to suggestions and ideas. If you spot a glitch or have an idea that enhances insight/usefulness, let us know. Down the road, the plan is to bring this and other practice tools online for real-time access. In the meantime, we'll send this one item out daily. If it's a useful two-minute morning glance, great. If not, ignore it, delete it, and set a rule to archive it. I can even remove you from the daily email distro. Mike - you should also have access to the reports folder. If you have any troubles, let me know. -JT ---------- Forwarded message ---------- From: Jeffrey Thomas <jt@triumphcapitalmanagement.com> Sent: Wednesday, September 2, 2026 10:01 PM To: Jeffrey Thomas <jt@triumphcapitalmanagement.com> Subject: [TEST -> Christopher Kolker] Options Report — Sep 1 · 10 expiring soon Your updated Options Report is available in your TCM Firm File. Triumph Capital Management REPORTS & RESOURCES Updated Options Report Available SEPTEMBER 1, 2026 Christopher — your updated Options Report and its market intelligence insights are now available to view or download in your TCM Firm File. Your Reports Individual book Christopher Kolker 19 Open positions · 10 Expiring ≤ 7d · 8 ★ Underlyings in Flow Open in Box › (https://app.box.com/folder/414393897447) Positions as of the Sep 1 close, across custodians · market data refreshed 6:21 PM ET Thank you, Compliance & Operations Triumph Capital Management Tools and reference. Provided to the named recipients as internal support material, for optional use as a supplemental analytical layer to help surface efficient insights across the positions they oversee. It is not a directive, instruction, or recommendation from the Firm to take any action in a client account, and it is not a substitute for custodial platforms, statements, and confirmations, which control for positions, balances, and activity. Verify before you advise or trade. Internal use only — not for distribution to clients or prospects without Compliance Department approval. Third-party data. The intelligence metrics (flow signals, gamma exposure, market movers, whale flow, premium plays, and similar) are not produced by the Firm. They are sourced from external data providers as received and are not independently verified. The Firm layers this data over each IAR’s book solely to aggregate, mark, and flag holdings and client positions for review. Those flags are a screening aid — not a recommendation, and not an endorsement of or by Triumph Capital Management. Notice of Confidentiality. This e-mail and any attachments are intended only for the use of the addressee(s) named herein and may contain legally privileged and confidential information. If you are not the intended recipient, any review, use, distribution, or copying of this message is prohibited; please notify the sender and delete it. Advisory services are offered through Triumph Capital Management, an SEC-registered investment adviser (CRD #282814). === Email 3 === From: Jeffrey Thomas <jt@triumphcapitalmanagement.com> To: Brandon Drespling <brandond@triumphcapitalmanagement.com> Cc: Derek N. Eichenwald <dereke@triumphcapitalmanagement.com> Sent: 2026-09-03T02:32:27Z (2026-09-02 10:32 PM ET) Subject: (Reference) Options Report — Sep 1 · 2 expiring soon Attachment: "(Heads Up) Options Report — Sep 1 · 66 expiring soon" (the Brent email, attached as a message) Brandon, I sent a similar email notification (attached) to Brent, Chris, and Mike. Yours is below. Let me know if anything should be flagged for compliance. I included basic disclosures on the tools and data but kept it tight, given this is an internal resource report, gated in Box by IAR permission levels, and subject to our Box Governance retention policies. If you think anything should be altered, added, or removed, say the word. -JT ---------- Forwarded message ---------- From: Jeffrey Thomas <jt@triumphcapitalmanagement.com> Sent: Wednesday, September 2, 2026 10:15 PM To: Jeffrey Thomas <jt@triumphcapitalmanagement.com> Subject: [TEST -> Brandon Drespling] Options Report — Sep 1 · 2 expiring soon Your updated Options Report is available in your TCM Firm File. Triumph Capital Management REPORTS & RESOURCES Updated Options Report Available SEPTEMBER 1, 2026 Brandon — your updated Options Report and its market intelligence insights are now available to view or download in your TCM Firm File. Your Reports Individual book Brandon Drespling 9 Open positions · 2 Expiring ≤ 7d · 0 ★ Underlyings in Flow Open in Box › (https://app.box.com/folder/414391587834) Team book Eichenwald & Drespling 82 Open positions · 1 Expiring ≤ 7d · 13 ★ Underlyings in Flow Open in Box › (https://app.box.com/folder/414391425025) Positions as of the Sep 1 close, across custodians · market data refreshed 6:21 PM ET Thank you, Compliance & Operations Triumph Capital Management Tools and reference. Provided to the named recipients as internal support material, for optional use as a supplemental analytical layer to help surface efficient insights across the positions they oversee. It is not a directive, instruction, or recommendation from the Firm to take any action in a client account, and it is not a substitute for custodial platforms, statements, and confirmations, which control for positions, balances, and activity. Verify before you advise or trade. Internal use only — not for distribution to clients or prospects without Compliance Department approval. Third-party data. The intelligence metrics (flow signals, gamma exposure, market movers, whale flow, premium plays, and similar) are not produced by the Firm. They are sourced from external data providers as received and are not independently verified. The Firm layers this data over each IAR’s book solely to aggregate, mark, and flag holdings and client positions for review. Those flags are a screening aid — not a recommendation, and not an endorsement of or by Triumph Capital Management. Notice of Confidentiality. This e-mail and any attachments are intended only for the use of the addressee(s) named herein and may contain legally privileged and confidential information. If you are not the intended recipient, any review, use, distribution, or copying of this message is prohibited; please notify the sender and delete it. Advisory services are offered through Triumph Capital Management, an SEC-registered investment adviser (CRD #282814). === Email 4 === From: Jeffrey Thomas <jt@triumphcapitalmanagement.com> To: Derek N. Eichenwald <dereke@triumphcapitalmanagement.com> Sent: 2026-09-03T02:35:47Z (2026-09-02 10:35 PM ET), importance high Subject: (Tomorrow Catch-Up) Options Report — Sep 1 · 0 expiring soon Derek, CC'd you on a few notes to the guys about the daily Options Report emails. Yours is below. Nothing needed from you, just an FYI, so you've seen what they're getting. If the daily send is too much inbox noise, I can exclude you the same way I did the Fiduciary Report. Just say so. For tomorrow, it's worth an hour walking through this modular Compliance Training area in the Portal. I've built the trainings to align with our Manual and Supplement updates Brandon and I have been finalizing, so they match firm policies and the 2026 changes nicely. If I can clear up and finalize a few blocking items in time, I'd like to push it to the guy's Friday or Monday with an email notification and login instructions. Like we touched on last week, this is the incremental start. The bells and whistles are off for now (models, tools, news), so the guys' first exposure is one ask: log in and complete this year's required training. Less overwhelming than a full sidebar on day one, and it lets us drip the rest out with enhancement emails, which keeps the Portal front and center and steers attention toward the revenue side, the models, once everyone is comfortable logging in. A few important items need your final decision before that first push. They also indirectly shape how we roll out what follows: the models, client details, and the market/API integrations and overlays. Not rocket science, but easier to talk through than write up. -JT ---------- Forwarded message ---------- From: Jeffrey Thomas <jt@triumphcapitalmanagement.com> Sent: Wednesday, September 2, 2026 10:15 PM To: Jeffrey Thomas <jt@triumphcapitalmanagement.com> Subject: [TEST -> Derek Eichenwald] Options Report — Sep 1 · 0 expiring soon Your updated Options Report is available in your TCM Firm File. Triumph Capital Management REPORTS & RESOURCES Updated Options Report Available SEPTEMBER 1, 2026 Derek — your updated Options Report and its market intelligence insights are now available to view or download in your TCM Firm File. Your Reports Individual book Derek Eichenwald 687 Open positions · 0 Expiring ≤ 7d · 35 ★ Underlyings in Flow Open in Box › (https://app.box.com/folder/414390011196) Team book Eichenwald & Drespling 82 Open positions · 1 Expiring ≤ 7d · 13 ★ Underlyings in Flow Open in Box › (https://app.box.com/folder/414391425025) Positions as of the Sep 1 close, across custodians · market data refreshed 6:21 PM ET Thank you, Compliance & Operations Triumph Capital Management Tools and reference. Provided to the named recipients as internal support material, for optional use as a supplemental analytical layer to help surface efficient insights across the positions they oversee. It is not a directive, instruction, or recommendation from the Firm to take any action in a client account, and it is not a substitute for custodial platforms, statements, and confirmations, which control for positions, balances, and activity. Verify before you advise or trade. Internal use only — not for distribution to clients or prospects without Compliance Department approval. Third-party data. The intelligence metrics (flow signals, gamma exposure, market movers, whale flow, premium plays, and similar) are not produced by the Firm. They are sourced from external data providers as received and are not independently verified. The Firm layers this data over each IAR’s book solely to aggregate, mark, and flag holdings and client positions for review. Those flags are a screening aid — not a recommendation, and not an endorsement of or by Triumph Capital Management. Notice of Confidentiality. This e-mail and any attachments are intended only for the use of the addressee(s) named herein and may contain legally privileged and confidential information. If you are not the intended recipient, any review, use, distribution, or copying of this message is prohibited; please notify the sender and delete it. Advisory services are offered through Triumph Capital Management, an SEC-registered investment adviser (CRD #282814).