Item 4 — Purpose of Transaction
The Reporting Person and the EdgePoint Funds acquired the shares of Common Stock to which this Schedule 13D relates for investment purposes in the ordinary course of business. The Reporting Person and the EdgePoint Funds acquired the shares of Common Stock because they believed that the shares of Common Stock reported herein, when purchased, represented an attractive investment opportunity. Subject to the terms and conditions of the Cooperation Agreement (as defined below), the Reporting Person intends to review its investment in the Issuer on a continuous basis to maximize the value of the Reporting Person's shares of the Common Stock. Depending on various factors including, without limitation, actions taken by the Issuer's management and the Issuer's board of directors (the "Board"), the Issuer's financial position and investment strategy, the availability and timing of strategic alternatives and other potential business combinations or dispositions involving the Issuer, the availability of shares of Common Stock at price levels that would make the purchase or sale of shares of Common Stock desirable, other investment opportunities available to the Reporting Person or the EdgePoint Funds, conditions in the securities markets, and general economic and industry conditions, the Reporting Person may in the future take such actions with respect to its investment in the Issuer, on such terms and at such times, as it deems appropriate including, without limitation, engaging in communications with management and the Board, engaging in discussions with current or prospective stockholders of the Issuer or other third parties about the Issuer and the Reporting Person's investment, making recommendations or proposals to the Issuer concerning changes to the capitalization, ownership structure, board structure (including board composition), strategic alternatives and other potential business combinations or dispositions involving the Issuer or certain of its businesses, or suggestions for improving the Issuer's financial and/or operational performance, purchasing additional shares of Common Stock, selling some or all of its shares of Common Stock in private transactions or otherwise, engaging in short selling of or any hedging or similar transaction with respect to the shares of Common Stock, including swaps and other derivative instruments, and may in the future take other steps seeking to bring about changes to increase stockholder value as well as pursue other plans or proposals that relate to, or could result in the Reporting Person changing its intention with respect to, any and all matters referred to in Item 4 of this Schedule 13D. Following the departure of Ynon Kreiz, the Issuer's former Chairman and Chief Executive Officer, representatives of the Issuer extended an invitation to EdgePoint to propose a nominee for election to the Board. In connection therewith, on October 21, 2026, the Reporting Person entered into a Cooperation Agreement (the "Cooperation Agreement") with the Issuer, pursuant to which the Issuer increased the size of the Board by one and appointed Lee Matheson, Partner of EdgePoint, to the Board, effective immediately. The Issuer has also agreed to nominate Mr. Matheson for election at the annual meeting of stockholders of the Issuer to be held in 2027 (the "2027 Annual Meeting") for a term expiring at the annual meeting of stockholders of the Issuer to be held in 2028 (the "2028 Annual Meeting"), subject to the terms and conditions of the Cooperation Agreement. In addition, the Issuer agreed (a) that the Board will recommend that the stockholders of the Issuer vote to elect Mr. Matheson as a director of the Issuer at the 2027 Annual Meeting and (b) to use its reasonable best efforts (including solicitation of proxies) to obtain the election of Mr. Matheson at the 2027 Annual Meeting in the same manner as it recommends, supports, and solicits proxies for the election of the Issuer's other director nominees. Under the Cooperation Agreement, subject to certain conditions, EdgePoint is entitled to director replacement procedures in the event either Mr. Matheson or a successor director (a "Successor Director") ceases to serve as a director. In addition, the Cooperation Agreement provides that in the event that, prior to the expiration of the Cooperation Period (as defined below), the Board determines to form any new committee of the Board, the Board will provide Mr. Matheson or the then-current Successor Director, as applicable, the opportunity to join such committee, subject to such director's eligibility to serve on such committee under applicable law and stock exchange rules. Pursuant to the Cooperation Agreement, if EdgePoint ceases to beneficially own (as defined in Rule 13d-3 under the Act, as amended) in the aggregate, at least 10% of the then-outstanding shares of Common Stock, the Issuer shall no longer be subject to the appointment and nomination obligations described above, and Mr. Mat