CIK 1260468
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
Signed this manager's latest 13F (2026-Q1). The filing's authorized signatory — frequently a compliance officer, general counsel, or CFO — not necessarily the portfolio manager or firm leadership.
| Name | Role (as filed) | Departed after | Now at (if tracked) |
|---|---|---|---|
| SIMON, PRISCILLA, ANN | DIRECTOR, OFFICER, TREASURER · CFO | 2024-04 | — not seen at a tracked firm |
| Karansky, Jeffrey | DIRECTOR, OFFICER | 2024-04 | — not seen at a tracked firm |
| GREELY, SEAN, MICHAEL | MANAGING DIRECTOR | 2023-03 | — not seen at a tracked firm |
| GATES, JEFFREY, ROBERT | CCO | 2023-03 | — not seen at a tracked firm |
| WALSH, HANS, THOMAS | CCO · CHIEF OPERATING OFFICER/CCO · VICE PRESIDENT/CHIEF OPERATING OFFICER/ACO · VICE PRESIDENT/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER |
| 2022-03 |
| — not seen at a tracked firm |
| DERSE, THOMAS, ANTHONY | PRESIDENT · PRESIDENT & CHIEF FINANCIAL OFFICER · VICE PRESIDENT & CHIEF FINANCIAL OFFICER | 2020-06 | — not seen at a tracked firm |
| LARSON, SCOTT, THOMAS | VICE PRESIDENT & CIO | 2020-06 | — not seen at a tracked firm |
| STEELE, PATRICK, STORM | SENIOR VICE PRESIDENT | 2013-04 | — not seen at a tracked firm |
Named owners/officers on a past Form ADV Schedule A who are gone from the firm's latest filing. “Departed after” is the last dated filing they appear on. A landing shows only when the destination is another SEC-registered adviser we track.
