CIK 1511888
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.
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| MARTIN, PATRICK, ALBERT | MANAGING DIRECTOR | 2002-01 | <5% ·◆ |
| MARTIN, SANDRA, MARIE STASKON | MANAGING DIRECTOR | 2003-08 | <5% ·◆ |
| Winter, Sarah, Elizabeth Martin | MANAGER | 2026-03 | <5% ·◆ |
| KEITNER, ANN, FREEMAN | CHIEF COMPLIANCE OFFICER | 2026-04 | <5% |
| SANDRA M. STASKON MARTIN DECANTING TRUST DTD 4/28/2021, SANDRA M. STASKON MARTIN, TTEEentity | MEMBER | 2021-04 | 25–50% ·◆ |
| PATRICK ALBERT MARTIN MARITAL TRUST DTD 2/27/1995, PATRICK ALBERT MARTIN, TTEEentity | MEMBER | 2024-10 | 10–25% ·◆ |
| SANDRA M. STASKON MARTIN TRUST DTD 12/18/1995, SANDRA M. STASKON MARTIN, TTEEentity |
| MEMBER |
| 2024-10 |
| 10–25% ·◆ |
| PCL TRUST C/U MARY ELLEN NEUFELD MARTIN CHARITABLE LEAD TRUST DTD 12/9/1982 PATRICK A. MARTIN & JEFFREY S. BILLINGS, TTEESentity | MEMBER | 2016-06 | 10–25% |
Direct owners and executive officers as filed on the adviser's Form ADV Schedule A (as-filed titles; ADV updates annually and on material change). This lists officers and 5%+ owners — not necessarily the full portfolio-management team.
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) |
|---|---|---|---|
| ZELLERBACH, MARY ELLEN, MARTIN | MANAGING DIRECTOR | 2024-03 | — not seen at a tracked firm |
| BURKE, LISA, MARIE | CHIEF COMPLIANCE OFFICER | 2024-03 | Johnson Financial Group, LLC, JFG Wealth Management, LLC |
| HANSEN, MARK, RICHARD | CHIEF COMPLIANCE OFFICER | 2023-07 | — not seen at a tracked firm |
| SCARAMUCCI, ADREA, ANN | CHIEF COMPLIANCE OFFICER · COMPLIANCE OFFICER | 2023-03 | — not seen at a tracked firm |
| SCAVETTI, JOSEPH, JULIAN | CHIEF COMPLIANCE OFFICER | 2022-06 | Bluescape Energy Partners LLC, OPUS INVESTMENT MANAGEMENT INC, OAK RIDGE INVESTMENTS LLC |
| SILVA, EMILY, K | CHIEF COMPLIANCE OFFICER | 2018-03 | — not seen at a tracked firm |
| GARVEY, LUANNE, MORRIS | CHIEF COMPLIANCE OFFICER | 2017-09 | — not seen at a tracked firm |
| EWASKO, JASON, MICHAEL | CHIEF COMPLIANCE OFFICER | 2016-03 | — 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.
