Raw source

Date: 2026-09-06
Title: Zakir DocuSign timeline — Teams 1:1 with Jamar Anderson
Source: teams:///chats/19%3A1fa1d6af-4c47-4789-a7a9-b3d1d56ca309_62625f77-0a10-4c1b-b5c3-f22ec491065e%40unq.gbl.spaces
What this is: Teams 1:1 chat messages as read through the Microsoft 365 connector, in time order. Times converted to ET. Sender display names as returned by the connector.

[2026-09-06 7:59 PM ET] Jeffrey Thomas:
Is there a way to track down the date we sent Zakir's their initial 2026 agreement at the lowered 99 bps? It would have been somewhere between April and June/July. I'm not sure an expired DocuSign envelope that old can even be pulled — if it can't, no worries.

[2026-09-06 8:09 PM ET] Jamar Anderson:
I think so. I will check on this for you when I get home.

[2026-09-07 12:18 AM ET] Jamar Anderson:
Hey Jeff, I found it. There were actually two Docusigns we sent to the Zakirs for them to sign the agreement at the lowered 99 bps. The first was sent on 4/20/2026. They never signed it so the envelope expired. We sent it to them again on 6/9/2026, however, Rob declined the Docusign on 7/2/2026. I am attaching the Docusign information here. I also saved it in this path for you: C:\Users\JamarAnderson\Box\Triumph Capital Representatives\Derek Eichenwald\Client Files\Zakir_Raya_Rob\THE ZAKIRS - FEE HISTORY AND CALCULATION\Docusign History

Attachments on the above message:
- ZAKIR_CLIENT AGREEMENT_4-20-2026_VOID.pdf
- ZAKIR_CLIENT AGREEMENT_7-2-2026.pdf
- ZAKIR_DOCUSIGN_4-20-2026_SUMMARY.pdf
- ZAKIR_DOCUSIGN_4-20-2026_VOID.pdf
- ZAKIR_DOCUSIGN_7-2-2026_SUMMARY.pdf
- ZAKIR_DOCUSIGN_7-2-2026_VOID.pdf

[2026-09-07 12:23 AM ET] Jamar Anderson:
Was this more or less what you needed?

[2026-09-07 12:24 AM ET] Jeffrey Thomas:
Yes. This is great. More than enough thank you. This eliminates that small gap from April to June. Not that it was a big deal but helps button up the timeline.

[2026-09-07 12:26 AM ET] Jeffrey Thomas:
Now it's really Derek's call what he decides to do.

[2026-09-07 12:28 AM ET] Jamar Anderson:
Sounds good, glad we have everything documented. Let me know if anything else is needed. Also, did you see the other emails I sent for Jared Thompson and client complaints in general? Unfortunately there is a few clients getting restless and I just want to make sure everything is being documented.

[2026-09-07 12:29 AM ET] Jeffrey Thomas:
I did see them but haven't had a time to think through it properly yet but I will. I will take a look at those tomorrow.

[2026-09-07 12:30 AM ET] Jamar Anderson:
All good, take your time, thanks!