CIK 1270764
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) |
|---|---|---|---|
| MCKINLEY, MARY, JULIE | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR · PRESIDENT AND CHIEF EXECUTIVE OFFICER | 2024-03 | — not seen at a tracked firm |
| GREINER-QUIETT, ELIZABETH, ANN | CHIEF OPERATIONS OFFICER · CHIEF CLIENT SERVICES AND OPERATIONS OFFICER | 2024-03 | — not seen at a tracked firm |
| LINEBERRY, DOUGLAS, JAY | CHIEF TRUST OFFICER | 2024-03 | — not seen at a tracked firm |
| GRABOW, KAREN, MINDA | DIRECTOR | 2024-01 | — not seen at a tracked firm |
| ORR, NANCY, CHAPMAN |
| CHIEF INVESTMENT OFFICER · INVESTMENT OFFICER |
| 2022-03 |
| — not seen at a tracked firm |
| RAU, KAREN, PETERSEN | CHIEF COMPLIANCE OFFICER | 2020-06 | — not seen at a tracked firm |
| SIMON, STEPHEN, GERARD | CHIEF COMPLIANCE OFFICER | 2019-03 | — not seen at a tracked firm |
| PROVO, JOHN, WINFIELD | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER · GENERAL COUNSEL | 2017-03 | — not seen at a tracked firm |
| LIND, ERIC, ROGER | CHIEF INVESTMENT OFFICER | 2016-09 | — not seen at a tracked firm |
| MARSH, CYNTHIA, ELAINE | DIRECTOR | 2016-03 | — not seen at a tracked firm |
| JORDAN, JOHN, RAYMOND | DIRECTOR | 2013-03 | — not seen at a tracked firm |
| SPIKA, NICHOLAS, CHARLES | CHIEF LEGAL OFFICER | 2013-03 | — not seen at a tracked firm |
| LAMMERS, JENNIFER, DAVIS | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | 2013-03 | — not seen at a tracked firm |
| MARTIN, REBECCA, G | VP OF ADMINISTRATION AND SECRETARY | 2012-08 | — not seen at a tracked firm |
| COGAN, JOHN, FRANCIS | DIRECTOR | 2012-03 | — not seen at a tracked firm |
| BRUNEL, JEAN, LOUISPIERRE | DIRECTOR | 2012-03 | — 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.
