| Owner | Title | From | %Ownership |
|---|---|---|---|
| Occam Capital, LLC | Holding Company | 07/2013 | > 75% |
| Cattano, Andrew, Charles | Managing Principal | 07/2013 | < 5% |
| Walsh, Nathan, Hatton | Managing Principal/chief Compliance Officer | 07/2013 | < 5% |
| Cattano, Andrew, Charles | Trustee | 01/2001 | |
| Cattano, Michelle, Paige | Trustee | 01/2001 | |
| Cattano Family Trust | Member | 07/2013 | 25-50% |
| Walsh, Nathan, Hatton | Member | 07/2013 | 25-50% |
| Klontz, Brad, T | Managing Principal | 01/2015 | < 5% |
| Klontz, Brad, T | Trustee | 06/2014 | |
| Brad Klontz and Joni Wada Family Trust | Member | 01/2015 | 25-50% |
| Wada, Joni | Trustee | 06/2014 |
