| Owner | Title | From | %Ownership |
|---|---|---|---|
| Downey, Jason | Member, Portfolio Manager & Research Analyst | 04/2020 | 10-25% |
| Dillon, Roderick, Hadley | Member, CEO, CIO & Portfolio Manager | 11/2019 | 25-50% |
| Job, Jason, Richard | Member, CFO & Portfolio Manager | 12/2019 | 5-10% |
| Wesolek, Lisa, Marie | Member, President & COO | 12/2019 | 5-10% |
| Murphy, Robert, Mulholand | Member, Portfolio Manager & Research Analyst | 04/2020 | 5-10% |
| Sharpe, Robert, Craig | Member, Portfolio Manager & Research Analyst | 09/2020 | 5-10% |
| Hubbard, Jeannette, Mcdonald | Member, Portfolio Manager & Research Analyst | 04/2020 | 5-10% |
| Mcconnell, Julia, Anne | Member, Marketing & Communications Director | 09/2020 | < 5% |
| Schneider, Kyle, Lyndon | Member, Portfolio Manager & Research Analyst | 09/2020 | < 5% |
| Hilderbrand, Brian | Member, Portfolio Manager & Research Analyst | 04/2020 | < 5% |
| Lennox, Thomas | Member, Client Development | 05/2021 | < 5% |
| Langley, Beverly, Jean | Chief Compliance Officer | 10/2021 | < 5% |
| Koci, Robert, William Chas | Member, Head Trader | 01/2023 | < 5% |
| Rinker, Nicholas | Member, Portfolio Manager & Research Analyst | 01/2023 | < 5% |
| Steiger, Shaun | Member, Research Analyst | 01/2023 | < 5% |
| Brinich, Christopher | Member, Research Analyst | 01/2023 | < 5% |
| Madison, Stacey, Lynn | Member, Operations Manager | 01/2023 | < 5% |
