BRIDGES INVESTMENT MANAGEMENT INC

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Bridges Investment Management is based out of Omaha. Bridges Investment Management is a large advisory firm with 1652 clients and discretionary assets under management (AUM) of $4,124,617,631 (Form ADV from 2018-05-01). Their last reported 13F filing for Q4 2019 included $2,696,475,000 in managed 13F securities and a top 10 holdings concentration of 36.01%. Bridges Investment Management's largest holding is Apple Inc with shares held of 535,412. Bridges Investment Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 83 13F filings The firm last filed a Form D notice of exempt offering of securities on 2012-11-19. The notice included securities offered of Equity

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Equal-WT
WhaleScore 2.0

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80

S&P 500
WhaleScore

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12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $2.697 Billion
  • Prior Market Value $2.622 Billion
  • New Purchases10 stocks
  • Additional Purchases92 stocks
  • Sold out of160 stocks
  • Reduced holdings in119 stocks
  • Top 10 Holdings % 36.01 %
  • Turnover % [1]:63.67%
  • Turnover Alt % [2]: 10.18 %
  • Time Held Top20:24.90 quarters
  • Time Held Top10:23.10 quarters
  • Time Held All:17.75 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 7.35%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

BRIDGES INVESTMENT MANAGEMENT INC
Classified as Hedge Fund
1125 S 103 ST, STE 580
OMAHA NE    68124
Country: United States

Business Phone: 402-397-4700
Fax: 402-397-8617
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Corporation
Organized in: NE
Number of employees: 35
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,Performance-based fees,CONSULTING
Amount of client funds and securities: 0
Total Number of Clients: 1652
Amount of client funds and securities by related persons: 3,669,370,000
Total Number of clients from related persons: 1091
Disclosures:
Data above was derived from SEC filings.

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Form D Filings

Form D is a form to be used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. Form D contains basic information about the offering and the company.

Form D Filings
Filing Date Form Type Industry Group Securities Offered Total Offering Amount Total Amount Sold Total Remaining
2012-11-19 D INVESTING Equity 185,987 185,987 0
Other Issuers in Filings
Name Address
No Other Issuers
Related Parties included in filings
Name Address Relationship
BRIAN M. KIRKPATRICK subscription required
    EXECUTIVE OFFICER DIRECTOR
BRIAN R. MILES subscription required
    EXECUTIVE OFFICER
DEBORAH L. GRANT subscription required
    EXECUTIVE OFFICER DIRECTOR
DOUGLAS R. PLAHN subscription required
    EXECUTIVE OFFICER DIRECTOR
EDSON L BRIDGES II subscription required
    DIRECTOR
EDSON L. BRIDGES III subscription required
    EXECUTIVE OFFICER DIRECTOR
MARY A MASON subscription required
    EXECUTIVE OFFICER
NANCY K. DODGE subscription required
    EXECUTIVE OFFICER
PATRICIA S. ROHLOFF subscription required
    EXECUTIVE OFFICER

BRIDGES INVESTMENT MANAGEMENT INC

ownership team - last updated 2019-12-17
Name Title Start Date Direct/Indirect % Ownership
BRIDGES III, EDSON, LOWELL CHAIRMAN, PRESIDENT, CEO & DIRECTOR 12/01/1994 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRIDGES INVESTMENT COUNSEL INC EXECUTIVE VICE PRESIDENT, DIRECTOR direct 1992-02-01
BRIDGES INVESTMENT MANAGEMENT INC PRESIDENT, CEO, DIRECTOR, & CLASS A SHAREHOLDER direct 1994-12-01
BRIDGES EDSON LOWELL II COUNSELLOR direct 1995-03-01
MODERN PORTFOLIO CONSULTANTS COMPANY MANAGING PARTNER direct 1996-07-01
BRIDGES INVESTMENT MANAGEMENT INC PRESIDENT & CEO direct 1994-12-01 2005-10-26
BRIDGES INVESTMENT MANAGEMENT INC PRESIDENT, CEO & DIRECTOR direct 1994-12-01 2006-12-19
MODERN PORTFOLIO CONSULTANTS COMPANY PARTNER direct 1996-07-01 2010-03-26
GRANT, DEBORAH, LEE VICE PRESIDENT 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRIDGES INVESTMENT COUNSEL INC SENIOR VICE PRESIDENT direct 1998-10-01
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT, DIRECTOR & CLASS A SHAREHOLDER direct 2006-03-01
BRIDGES EDSON LOWELL II COUNSELLOR direct 1999-03-01 2001-01-30
BRIDGES INVESTMENT MANAGEMENT INC VICE PRESIDENT & COO direct 1998-11-01 2005-10-26
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT & DIRECTOR direct 2006-03-01 2006-12-19
BRIDGES INVESTMENT COUNSEL INC SR. VICE PRESIDENT direct 1998-10-01 2007-05-01
DODGE, NANCY, K VICE PRESIDENT 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT & CLASS A SHAREHOLDER direct 2006-03-01
BRIDGES INVESTMENT COUNSEL INC SENIOR VICE PRESIDENT direct 2006-03-01
BRIDGES INVESTMENT COUNSEL INC VICE PRESIDENT direct 1998-10-01 2005-04-20
BRIDGES INVESTMENT MANAGEMENT INC VICE PRESIDENT direct 1999-11-01 2005-10-26
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT direct 2006-03-01 2006-12-19
KIRKPATRICK, BRIAN, MICHAEL SENIOR VICE PRESIDENT & DIRECTOR 11/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
MODERN PORTFOLIO CONSULTANTS COMPANY PARTNER, CHIEF COMPLIANCE OFFICER direct 1996-07-01
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT, DIRECTOR OF RESEARCH, CHIEF COMPLIANCE OFFICER, DIRECTOR & CLASS A SHAREHOLDER direct 2006-11-01
BRIDGES INVESTMENT COUNSEL INC SENIOR VICE PRESIDENT direct 2007-03-01
BRIDGES EDSON LOWELL II COUNSELLOR direct 1999-03-01 2001-01-30
BRIDGES INVESTMENT COUNSEL INC ANALYST direct 1995-09-01 2003-03-28
BRIDGES INVESTMENT MANAGEMENT INC VICE PRESIDENT direct 1999-11-01 2005-10-26
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT & DIRECTOR OF RESEARCH direct 2006-03-01 2006-03-30
BRIDGES INVESTMENT COUNSEL INC VICE PRESIDENT direct 2004-03-01 2006-12-19
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT, DIRECTOR OF RESEARCH & CHIEF COMPLIANCE OFFICER direct 2006-12-01 2006-12-19
MODERN PORTFOLIO CONSULTANTS COMPANY CHIEF COMPLIANCE OFFICER direct 1996-07-01 2009-07-07
MODERN PORTFOLIO CONSULTANTS COMPANY MANAGING PARTNER, CHIEF COMPLIANCE OFFICER direct 1996-07-01 2010-03-26
PLAHN, DOUGLAS, RICHARD SENIOR VICE PRESIDENT & DIRECTOR 11/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER, DIRECTOR & CLASS A SHAREHOLDER direct 2006-11-01
BRIDGES INVESTMENT COUNSEL INC SENIOR VICE PRESIDENT OF FINANCIAL direct 2007-03-01
MODERN PORTFOLIO CONSULTANTS COMPANY PARTNER direct 2009-06-01
BRIDGES EDSON LOWELL II COUNSELLOR direct 1999-03-01 2001-01-30
BRIDGES INVESTMENT COUNSEL INC ANALYST direct 1996-10-01 2003-03-28
BRIDGES INVESTMENT MANAGEMENT INC VICE PRESIDENT direct 1999-11-01 2005-10-26
BRIDGES INVESTMENT COUNSEL INC VICE PRESIDENT direct 2004-03-01 2006-12-19
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT & CHIEF FINANCIAL OFFICER direct 2006-03-01 2006-12-19
MILES, BRIAN, ROBERT SENIOR VICE PRESIDENT, SECRETARY & DIRECTOR 03/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRIDGES INVESTMENT COUNSEL INC SENIOR VICE PRESIDENT direct 2008-05-01
BRIDGES INVESTMENT COUNSEL INC VICE PRESIDENT - PROVIDENT TRUST COMPANY OPERATIONS direct 2013-03-01
BRIDGES INVESTMENT MANAGEMENT INC VICE PRESIDENT direct 2013-03-01
BRIDGES HOLDING COMPANY, INC. SHAREHOLDER 07/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
BRIDGES INVESTMENT MANAGEMENT INC SHAREHOLDER direct 2017-07-01
APP, MICHAEL, GRAHAM EXECUTIVE VICE PRESIDENT, & DIRECTOR 07/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCCARTHY GROUP ASSET MANAGEMENT INC MANAGING DIRECTOR direct 1995-04-01
WILWERDING, NICHOLAS, ALAN SENIOR VICE PRESIDENT 02/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
WESTWOOD ADVISORS, L.L.C DIRECTOR direct 2017-03-01
WESTWOOD ADVISORS, L.L.C MANAGING MEMBER direct 2017-03-01
WOODWARD, STEVEN, HOWARD CHIEF COMPLIANCE OFFICER 07/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
BANCWEST INVESTMENT SERVICES, INC. BWIS SR. VICE PRESIDENT - CHIEF OPERATIONS OFFICER direct 2011-08-01
BANCWEST INVESTMENT SERVICES, INC. BWIS SENIOR VICE PRESIDENT, CHIEF OPERATIONS OFFICER direct 2011-08-01
BANCWEST INVESTMENT SERVICES, INC. BWIS SR. VICE PRESIDENT, CHIEF OPERATIONS OFFICER direct 2011-08-01
DAVIDSON, FELIX, BEARD CHIEF OPERATING OFFICER 04/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
TD AMERITRADE, INC. VP, MANAGING DIRECTOR, OPERATIONS - BD direct 2006-04-01
TD AMERITRADE, INC. VP, MANAGING DIRECTOR, CALL CENTER OPERATIONS - BD direct 2006-04-01
TD AMERITRADE, INC. VP, SROP/CROP, MANAGING DIRECTOR, CALL CENTER OPERATIONS - BD direct 2006-04-01
TD WATERHOUSE INVESTOR SERVICES, INC. MANAGING DIRECTOR, CALL CENTER OPERATIONS direct 2006-04-01
AMERIVEST INVESTMENT MANAGEMENT, LLC VICE PRESIDENT direct 2005-07-01
MCMURRY, MEGAN, MARIE VICE PRESIDENT 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRIDGES INVESTMENT MANAGEMENT INC VICE PRESIDENT direct 2017-09-01
MGI HOLDINGS, INC. SHAREHOLDER BRIDGES HOLDING COMPANY, INC. 07/01/2017 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
BRIDGES INVESTMENT MANAGEMENT INC SHAREHOLDER indirect 2017-07-01
MCCARTHY CAPITAL CORPORATION PARENT CORPORATION direct 2007-01-01
MCCARTHY GROUP, LLC SHAREHOLDER MGI HOLDINGS, INC. 12/01/2006 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
LATEEF INVESTMENT MANAGEMENT, LP. PARTNER LIMITED LIABILITY indirect 2007-01-01
BRIDGES INVESTMENT MANAGEMENT INC SHAREHOLDER indirect 2006-12-01
MCCARTHY CAPITAL CORPORATION PARENT LIMITED LIABILITY COMPANY indirect 2007-01-01
MCCARTHY CAPITAL CORPORATION PARENT LIMITED LIABILITY COMPANY direct 2007-01-01
MCCARTHY GROUP ADVISORS, L.L.C. SHAREHOLDER indirect 2007-01-01
SOUTHWEST VALUE PARTNERS ENTERPRISE LLC MEMBER indirect 2009-03-01
SOUTHWEST VALUE PARTNERS ENTERPRISE LLC MEMBER indirect 2009-03-01

BRIDGES INVESTMENT MANAGEMENT INC

ownership team - last updated 2019-09-13
Name Title Start Date Direct/Indirect % Ownership
BRIDGES III, EDSON, LOWELL CHAIRMAN, PRESIDENT, CEO & DIRECTOR 12/01/1994 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRIDGES INVESTMENT COUNSEL INC EXECUTIVE VICE PRESIDENT, DIRECTOR direct 1992-02-01
BRIDGES INVESTMENT MANAGEMENT INC PRESIDENT, CEO, DIRECTOR, & CLASS A SHAREHOLDER direct 1994-12-01
BRIDGES EDSON LOWELL II COUNSELLOR direct 1995-03-01
MODERN PORTFOLIO CONSULTANTS COMPANY MANAGING PARTNER direct 1996-07-01
BRIDGES INVESTMENT MANAGEMENT INC PRESIDENT & CEO direct 1994-12-01 2005-10-26
BRIDGES INVESTMENT MANAGEMENT INC PRESIDENT, CEO & DIRECTOR direct 1994-12-01 2006-12-19
MODERN PORTFOLIO CONSULTANTS COMPANY PARTNER direct 1996-07-01 2010-03-26
GRANT, DEBORAH, LEE VICE PRESIDENT 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRIDGES INVESTMENT COUNSEL INC SENIOR VICE PRESIDENT direct 1998-10-01
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT, DIRECTOR & CLASS A SHAREHOLDER direct 2006-03-01
BRIDGES EDSON LOWELL II COUNSELLOR direct 1999-03-01 2001-01-30
BRIDGES INVESTMENT MANAGEMENT INC VICE PRESIDENT & COO direct 1998-11-01 2005-10-26
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT & DIRECTOR direct 2006-03-01 2006-12-19
BRIDGES INVESTMENT COUNSEL INC SR. VICE PRESIDENT direct 1998-10-01 2007-05-01
DODGE, NANCY, K VICE PRESIDENT 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT & CLASS A SHAREHOLDER direct 2006-03-01
BRIDGES INVESTMENT COUNSEL INC SENIOR VICE PRESIDENT direct 2006-03-01
BRIDGES INVESTMENT COUNSEL INC VICE PRESIDENT direct 1998-10-01 2005-04-20
BRIDGES INVESTMENT MANAGEMENT INC VICE PRESIDENT direct 1999-11-01 2005-10-26
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT direct 2006-03-01 2006-12-19
KIRKPATRICK, BRIAN, MICHAEL SENIOR VICE PRESIDENT & DIRECTOR 11/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
MODERN PORTFOLIO CONSULTANTS COMPANY PARTNER, CHIEF COMPLIANCE OFFICER direct 1996-07-01
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT, DIRECTOR OF RESEARCH, CHIEF COMPLIANCE OFFICER, DIRECTOR & CLASS A SHAREHOLDER direct 2006-11-01
BRIDGES INVESTMENT COUNSEL INC SENIOR VICE PRESIDENT direct 2007-03-01
BRIDGES EDSON LOWELL II COUNSELLOR direct 1999-03-01 2001-01-30
BRIDGES INVESTMENT COUNSEL INC ANALYST direct 1995-09-01 2003-03-28
BRIDGES INVESTMENT MANAGEMENT INC VICE PRESIDENT direct 1999-11-01 2005-10-26
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT & DIRECTOR OF RESEARCH direct 2006-03-01 2006-03-30
BRIDGES INVESTMENT COUNSEL INC VICE PRESIDENT direct 2004-03-01 2006-12-19
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT, DIRECTOR OF RESEARCH & CHIEF COMPLIANCE OFFICER direct 2006-12-01 2006-12-19
MODERN PORTFOLIO CONSULTANTS COMPANY CHIEF COMPLIANCE OFFICER direct 1996-07-01 2009-07-07
MODERN PORTFOLIO CONSULTANTS COMPANY MANAGING PARTNER, CHIEF COMPLIANCE OFFICER direct 1996-07-01 2010-03-26
PLAHN, DOUGLAS, RICHARD SENIOR VICE PRESIDENT & DIRECTOR 11/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER, DIRECTOR & CLASS A SHAREHOLDER direct 2006-11-01
BRIDGES INVESTMENT COUNSEL INC SENIOR VICE PRESIDENT OF FINANCIAL direct 2007-03-01
MODERN PORTFOLIO CONSULTANTS COMPANY PARTNER direct 2009-06-01
BRIDGES EDSON LOWELL II COUNSELLOR direct 1999-03-01 2001-01-30
BRIDGES INVESTMENT COUNSEL INC ANALYST direct 1996-10-01 2003-03-28
BRIDGES INVESTMENT MANAGEMENT INC VICE PRESIDENT direct 1999-11-01 2005-10-26
BRIDGES INVESTMENT COUNSEL INC VICE PRESIDENT direct 2004-03-01 2006-12-19
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT & CHIEF FINANCIAL OFFICER direct 2006-03-01 2006-12-19
MILES, BRIAN, ROBERT SENIOR VICE PRESIDENT, SECRETARY & DIRECTOR 03/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRIDGES INVESTMENT COUNSEL INC SENIOR VICE PRESIDENT direct 2008-05-01
BRIDGES INVESTMENT COUNSEL INC VICE PRESIDENT - PROVIDENT TRUST COMPANY OPERATIONS direct 2013-03-01
BRIDGES INVESTMENT MANAGEMENT INC VICE PRESIDENT direct 2013-03-01
BRIDGES HOLDING COMPANY, INC. SHAREHOLDER 07/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
BRIDGES INVESTMENT MANAGEMENT INC SHAREHOLDER direct 2017-07-01
APP, MICHAEL, GRAHAM EXECUTIVE VICE PRESIDENT, & DIRECTOR 07/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCCARTHY GROUP ASSET MANAGEMENT INC MANAGING DIRECTOR direct 1995-04-01
WILWERDING, NICHOLAS, ALAN SENIOR VICE PRESIDENT 02/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
WESTWOOD ADVISORS, L.L.C DIRECTOR direct 2017-03-01
WESTWOOD ADVISORS, L.L.C MANAGING MEMBER direct 2017-03-01
WOODWARD, STEVEN, HOWARD CHIEF COMPLIANCE OFFICER 07/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
BANCWEST INVESTMENT SERVICES, INC. BWIS SR. VICE PRESIDENT - CHIEF OPERATIONS OFFICER direct 2011-08-01
BANCWEST INVESTMENT SERVICES, INC. BWIS SENIOR VICE PRESIDENT, CHIEF OPERATIONS OFFICER direct 2011-08-01
BANCWEST INVESTMENT SERVICES, INC. BWIS SR. VICE PRESIDENT, CHIEF OPERATIONS OFFICER direct 2011-08-01
DAVIDSON, FELIX, BEARD CHIEF OPERATING OFFICER 04/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
TD AMERITRADE, INC. VP, MANAGING DIRECTOR, OPERATIONS - BD direct 2006-04-01
TD AMERITRADE, INC. VP, MANAGING DIRECTOR, CALL CENTER OPERATIONS - BD direct 2006-04-01
TD AMERITRADE, INC. VP, SROP/CROP, MANAGING DIRECTOR, CALL CENTER OPERATIONS - BD direct 2006-04-01
TD WATERHOUSE INVESTOR SERVICES, INC. MANAGING DIRECTOR, CALL CENTER OPERATIONS direct 2006-04-01
AMERIVEST INVESTMENT MANAGEMENT, LLC VICE PRESIDENT direct 2005-07-01
MCMURRY, MEGAN, MARIE VICE PRESIDENT 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRIDGES INVESTMENT MANAGEMENT INC VICE PRESIDENT direct 2017-09-01
MGI HOLDINGS, INC. SHAREHOLDER BRIDGES HOLDING COMPANY, INC. 07/01/2017 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
BRIDGES INVESTMENT MANAGEMENT INC SHAREHOLDER indirect 2017-07-01
MCCARTHY CAPITAL CORPORATION PARENT CORPORATION direct 2007-01-01
MCCARTHY GROUP, LLC SHAREHOLDER MGI HOLDINGS, INC. 12/01/2006 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
LATEEF INVESTMENT MANAGEMENT, LP. PARTNER LIMITED LIABILITY indirect 2007-01-01
BRIDGES INVESTMENT MANAGEMENT INC SHAREHOLDER indirect 2006-12-01
MCCARTHY CAPITAL CORPORATION PARENT LIMITED LIABILITY COMPANY indirect 2007-01-01
MCCARTHY CAPITAL CORPORATION PARENT LIMITED LIABILITY COMPANY direct 2007-01-01
MCCARTHY GROUP ADVISORS, L.L.C. SHAREHOLDER indirect 2007-01-01
SOUTHWEST VALUE PARTNERS ENTERPRISE LLC MEMBER indirect 2009-03-01
SOUTHWEST VALUE PARTNERS ENTERPRISE LLC MEMBER indirect 2009-03-01

BRIDGES INVESTMENT MANAGEMENT INC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
BRIDGES III, EDSON, LOWELL CHAIRMAN, PRESIDENT, CEO & DIRECTOR 12/01/1994 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRIDGES INVESTMENT COUNSEL INC EXECUTIVE VICE PRESIDENT, DIRECTOR direct 1992-02-01
BRIDGES INVESTMENT MANAGEMENT INC PRESIDENT, CEO, DIRECTOR, & CLASS A SHAREHOLDER direct 1994-12-01
BRIDGES EDSON LOWELL II COUNSELLOR direct 1995-03-01
MODERN PORTFOLIO CONSULTANTS COMPANY MANAGING PARTNER direct 1996-07-01
BRIDGES INVESTMENT MANAGEMENT INC PRESIDENT & CEO direct 1994-12-01 2005-10-26
BRIDGES INVESTMENT MANAGEMENT INC PRESIDENT, CEO & DIRECTOR direct 1994-12-01 2006-12-19
MODERN PORTFOLIO CONSULTANTS COMPANY PARTNER direct 1996-07-01 2010-03-26
GRANT, DEBORAH, LEE VICE PRESIDENT 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRIDGES INVESTMENT COUNSEL INC SENIOR VICE PRESIDENT direct 1998-10-01
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT, DIRECTOR & CLASS A SHAREHOLDER direct 2006-03-01
BRIDGES EDSON LOWELL II COUNSELLOR direct 1999-03-01 2001-01-30
BRIDGES INVESTMENT MANAGEMENT INC VICE PRESIDENT & COO direct 1998-11-01 2005-10-26
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT & DIRECTOR direct 2006-03-01 2006-12-19
BRIDGES INVESTMENT COUNSEL INC SR. VICE PRESIDENT direct 1998-10-01 2007-05-01
DODGE, NANCY, K VICE PRESIDENT 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT & CLASS A SHAREHOLDER direct 2006-03-01
BRIDGES INVESTMENT COUNSEL INC SENIOR VICE PRESIDENT direct 2006-03-01
BRIDGES INVESTMENT COUNSEL INC VICE PRESIDENT direct 1998-10-01 2005-04-20
BRIDGES INVESTMENT MANAGEMENT INC VICE PRESIDENT direct 1999-11-01 2005-10-26
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT direct 2006-03-01 2006-12-19
KIRKPATRICK, BRIAN, MICHAEL SENIOR VICE PRESIDENT, DIRECTOR OF RESEARCH, CHIEF COMPLIANCE OFFICER, & DIRECTOR 11/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
MODERN PORTFOLIO CONSULTANTS COMPANY PARTNER, CHIEF COMPLIANCE OFFICER direct 1996-07-01
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT, DIRECTOR OF RESEARCH, CHIEF COMPLIANCE OFFICER, DIRECTOR & CLASS A SHAREHOLDER direct 2006-11-01
BRIDGES INVESTMENT COUNSEL INC SENIOR VICE PRESIDENT direct 2007-03-01
BRIDGES EDSON LOWELL II COUNSELLOR direct 1999-03-01 2001-01-30
BRIDGES INVESTMENT COUNSEL INC ANALYST direct 1995-09-01 2003-03-28
BRIDGES INVESTMENT MANAGEMENT INC VICE PRESIDENT direct 1999-11-01 2005-10-26
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT & DIRECTOR OF RESEARCH direct 2006-03-01 2006-03-30
BRIDGES INVESTMENT COUNSEL INC VICE PRESIDENT direct 2004-03-01 2006-12-19
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT, DIRECTOR OF RESEARCH & CHIEF COMPLIANCE OFFICER direct 2006-12-01 2006-12-19
MODERN PORTFOLIO CONSULTANTS COMPANY CHIEF COMPLIANCE OFFICER direct 1996-07-01 2009-07-07
MODERN PORTFOLIO CONSULTANTS COMPANY MANAGING PARTNER, CHIEF COMPLIANCE OFFICER direct 1996-07-01 2010-03-26
PLAHN, DOUGLAS, RICHARD SENIOR VICE PRESIDENT & DIRECTOR 11/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER, DIRECTOR & CLASS A SHAREHOLDER direct 2006-11-01
BRIDGES INVESTMENT COUNSEL INC SENIOR VICE PRESIDENT OF FINANCIAL direct 2007-03-01
MODERN PORTFOLIO CONSULTANTS COMPANY PARTNER direct 2009-06-01
BRIDGES EDSON LOWELL II COUNSELLOR direct 1999-03-01 2001-01-30
BRIDGES INVESTMENT COUNSEL INC ANALYST direct 1996-10-01 2003-03-28
BRIDGES INVESTMENT MANAGEMENT INC VICE PRESIDENT direct 1999-11-01 2005-10-26
BRIDGES INVESTMENT COUNSEL INC VICE PRESIDENT direct 2004-03-01 2006-12-19
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT & CHIEF FINANCIAL OFFICER direct 2006-03-01 2006-12-19
MILES, BRIAN, ROBERT SENIOR VICE PRESIDENT, SECRETARY & DIRECTOR 03/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRIDGES INVESTMENT COUNSEL INC SENIOR VICE PRESIDENT direct 2008-05-01
BRIDGES INVESTMENT COUNSEL INC VICE PRESIDENT - PROVIDENT TRUST COMPANY OPERATIONS direct 2013-03-01
BRIDGES INVESTMENT MANAGEMENT INC VICE PRESIDENT direct 2013-03-01
BRIDGES HOLDING COMPANY, INC. SHAREHOLDER 07/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
BRIDGES INVESTMENT MANAGEMENT INC SHAREHOLDER direct 2017-07-01
APP, MICHAEL, GRAHAM EXECUTIVE VICE PRESIDENT, & DIRECTOR 07/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCCARTHY GROUP ASSET MANAGEMENT INC MANAGING DIRECTOR direct 1995-04-01
WILWERDING, NICHOLAS, ALAN SENIOR VICE PRESIDENT 02/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
WESTWOOD ADVISORS, L.L.C DIRECTOR direct 2017-03-01
WESTWOOD ADVISORS, L.L.C MANAGING MEMBER direct 2017-03-01
MGI HOLDINGS, INC. SHAREHOLDER BRIDGES HOLDING COMPANY, INC. 07/01/2017 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
BRIDGES INVESTMENT MANAGEMENT INC SHAREHOLDER indirect 2017-07-01
MCCARTHY CAPITAL CORPORATION PARENT CORPORATION direct 2007-01-01
MCCARTHY GROUP, LLC SHAREHOLDER MGI HOLDINGS, INC. 12/01/2006 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
LATEEF INVESTMENT MANAGEMENT, LP. PARTNER LIMITED LIABILITY indirect 2007-01-01
BRIDGES INVESTMENT MANAGEMENT INC SHAREHOLDER indirect 2006-12-01
MCCARTHY CAPITAL CORPORATION PARENT LIMITED LIABILITY COMPANY indirect 2007-01-01
MCCARTHY CAPITAL CORPORATION PARENT LIMITED LIABILITY COMPANY direct 2007-01-01
MCCARTHY GROUP ADVISORS, L.L.C. SHAREHOLDER indirect 2007-01-01
SOUTHWEST VALUE PARTNERS ENTERPRISE LLC MEMBER indirect 2009-03-01
SOUTHWEST VALUE PARTNERS ENTERPRISE LLC MEMBER indirect 2009-03-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
BRIDGES TACTICAL OPPORTUNITY LLC F/K/A WESTWOOD TACTICAL OPPORTUNITY LLC United States 805-7701460670 Other Private Fund DIVERSIFIED PORTFOLIO OF US AND NON-US EQUITY AND FIXED INCOME SECURITIES 290,716 1,000,000 Fund of Funds
BRIDGES CORE INCOME - TAX EXEMPT LLC F/K/A WESTWOOD CORE INCOME - TAX EXEMPT LLC United States 805-8250632758 Other Private Fund PORTFOLIO OF TAX-EXEMPT BONDS 1,323,599 1,000,000
BRIDGES FOCUSED CORE EQUITY LLC F/K/A WESTWOOD FOCUSED CORE EQUITY LLC United States 805-6534580188 Other Private Fund DIVERSIFIED PORTFOLIO OF COMMON STOCK 705,928 1,000,000
BRIDGES CASH RESERVES LLC F/K/A WESTWOOD CASH RESERVES LLC United States 805-5133069185 Other Private Fund MONEY MARKET FUNDS AND OTHER SHORT-TERM INSTRUMENTS 58,184 1,000,000
BRIDGES DIVERSIFIED CORE EQUITY LLC F/K/A WESTWOOD DIVERSIFIED CORE EQUITY LLC United States 805-2242812105 Other Private Fund DIVERSIFIED PORTFOLIO OF COMMON STOCK 1,486,071 1,000,000
BRIDGES INTERNATIONAL EQUITY LLC F/K/A WESTWOOD INTERNATIONAL EQUITY LLC United States 805-4223944335 Other Private Fund DIVERSIFIED PORTFOLIO OF PRINCIPALLY NON-US COMMON STOCKS 627,344 1,000,000 Fund of Funds
BRIDGES TOTAL RETURN LLC F/K/A WESTWOOD TOTAL RETURN LLC United States 805-4846274657 Other Private Fund EQUITY AND FIXED-INCOME SECURITIES 1,510,627 1,000,000
BRIDGES DIVERSIFIED SMALL/MID CAP LLC F/K/A WESTWOOD DIVERSIFIED SMALL/MID CAP LLC United States 805-9728683538 Other Private Fund DIVERSIFIED PORTFOLIO OF COMMON STOCK 700,446 1,000,000
BRIDGES FOCUSED SMALL CAP EQUITY LLC F/K/A WESTWOOD FOCUSED SMALL CAP EQUITY United States 805-5662365216 Other Private Fund DIVERSIFIED PORTFOLIO OF COMMON STOCK 354,135 1,000,000

BRIDGES INVESTMENT MANAGEMENT INC

ownership team - last updated 2018-11-01
Name Title Start Date Direct/Indirect % Ownership
BRIDGES III, EDSON, LOWELL CHAIRMAN, PRESIDENT, CEO & DIRECTOR 12/01/1994 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRIDGES INVESTMENT COUNSEL INC EXECUTIVE VICE PRESIDENT, DIRECTOR direct 1992-02-01
BRIDGES INVESTMENT MANAGEMENT INC PRESIDENT, CEO, DIRECTOR, & CLASS A SHAREHOLDER direct 1994-12-01
BRIDGES EDSON LOWELL II COUNSELLOR direct 1995-03-01
MODERN PORTFOLIO CONSULTANTS COMPANY MANAGING PARTNER direct 1996-07-01
BRIDGES INVESTMENT MANAGEMENT INC PRESIDENT & CEO direct 1994-12-01 2005-10-26
BRIDGES INVESTMENT MANAGEMENT INC PRESIDENT, CEO & DIRECTOR direct 1994-12-01 2006-12-19
MODERN PORTFOLIO CONSULTANTS COMPANY PARTNER direct 1996-07-01 2010-03-26
GRANT, DEBORAH, LEE VICE PRESIDENT 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRIDGES INVESTMENT COUNSEL INC SENIOR VICE PRESIDENT direct 1998-10-01
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT, DIRECTOR & CLASS A SHAREHOLDER direct 2006-03-01
BRIDGES EDSON LOWELL II COUNSELLOR direct 1999-03-01 2001-01-30
BRIDGES INVESTMENT MANAGEMENT INC VICE PRESIDENT & COO direct 1998-11-01 2005-10-26
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT & DIRECTOR direct 2006-03-01 2006-12-19
BRIDGES INVESTMENT COUNSEL INC SR. VICE PRESIDENT direct 1998-10-01 2007-05-01
DODGE, NANCY, K VICE PRESIDENT 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT & CLASS A SHAREHOLDER direct 2006-03-01
BRIDGES INVESTMENT COUNSEL INC SENIOR VICE PRESIDENT direct 2006-03-01
BRIDGES INVESTMENT COUNSEL INC VICE PRESIDENT direct 1998-10-01 2005-04-20
BRIDGES INVESTMENT MANAGEMENT INC VICE PRESIDENT direct 1999-11-01 2005-10-26
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT direct 2006-03-01 2006-12-19
KIRKPATRICK, BRIAN, MICHAEL SENIOR VICE PRESIDENT, DIRECTOR OF RESEARCH, CHIEF COMPLIANCE OFFICER, & DIRECTOR 11/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
MODERN PORTFOLIO CONSULTANTS COMPANY PARTNER, CHIEF COMPLIANCE OFFICER direct 1996-07-01
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT, DIRECTOR OF RESEARCH, CHIEF COMPLIANCE OFFICER, DIRECTOR & CLASS A SHAREHOLDER direct 2006-11-01
BRIDGES INVESTMENT COUNSEL INC SENIOR VICE PRESIDENT direct 2007-03-01
BRIDGES EDSON LOWELL II COUNSELLOR direct 1999-03-01 2001-01-30
BRIDGES INVESTMENT COUNSEL INC ANALYST direct 1995-09-01 2003-03-28
BRIDGES INVESTMENT MANAGEMENT INC VICE PRESIDENT direct 1999-11-01 2005-10-26
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT & DIRECTOR OF RESEARCH direct 2006-03-01 2006-03-30
BRIDGES INVESTMENT COUNSEL INC VICE PRESIDENT direct 2004-03-01 2006-12-19
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT, DIRECTOR OF RESEARCH & CHIEF COMPLIANCE OFFICER direct 2006-12-01 2006-12-19
MODERN PORTFOLIO CONSULTANTS COMPANY CHIEF COMPLIANCE OFFICER direct 1996-07-01 2009-07-07
MODERN PORTFOLIO CONSULTANTS COMPANY MANAGING PARTNER, CHIEF COMPLIANCE OFFICER direct 1996-07-01 2010-03-26
PLAHN, DOUGLAS, RICHARD SENIOR VICE PRESIDENT & DIRECTOR 11/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER, DIRECTOR & CLASS A SHAREHOLDER direct 2006-11-01
BRIDGES INVESTMENT COUNSEL INC SENIOR VICE PRESIDENT OF FINANCIAL direct 2007-03-01
MODERN PORTFOLIO CONSULTANTS COMPANY PARTNER direct 2009-06-01
BRIDGES EDSON LOWELL II COUNSELLOR direct 1999-03-01 2001-01-30
BRIDGES INVESTMENT COUNSEL INC ANALYST direct 1996-10-01 2003-03-28
BRIDGES INVESTMENT MANAGEMENT INC VICE PRESIDENT direct 1999-11-01 2005-10-26
BRIDGES INVESTMENT COUNSEL INC VICE PRESIDENT direct 2004-03-01 2006-12-19
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT & CHIEF FINANCIAL OFFICER direct 2006-03-01 2006-12-19
MILES, BRIAN, ROBERT SENIOR VICE PRESIDENT, SECRETARY & DIRECTOR 03/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRIDGES INVESTMENT COUNSEL INC SENIOR VICE PRESIDENT direct 2008-05-01
BRIDGES INVESTMENT COUNSEL INC VICE PRESIDENT - PROVIDENT TRUST COMPANY OPERATIONS direct 2013-03-01
BRIDGES INVESTMENT MANAGEMENT INC VICE PRESIDENT direct 2013-03-01
BRIDGES HOLDING COMPANY, INC. SHAREHOLDER 07/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
BRIDGES INVESTMENT MANAGEMENT INC SHAREHOLDER direct 2017-07-01
APP, MICHAEL, GRAHAM EXECUTIVE VICE PRESIDENT, & DIRECTOR 07/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCCARTHY GROUP ASSET MANAGEMENT INC MANAGING DIRECTOR direct 1995-04-01
WILWERDING, NICHOLAS, ALAN SENIOR VICE PRESIDENT 02/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
WESTWOOD ADVISORS, L.L.C DIRECTOR direct 2017-03-01
WESTWOOD ADVISORS, L.L.C MANAGING MEMBER direct 2017-03-01
MGI HOLDINGS, INC. SHAREHOLDER BRIDGES HOLDING COMPANY, INC. 07/01/2017 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
BRIDGES INVESTMENT MANAGEMENT INC SHAREHOLDER indirect 2017-07-01
MCCARTHY CAPITAL CORPORATION PARENT CORPORATION direct 2007-01-01
MCCARTHY GROUP, LLC SHAREHOLDER MGI HOLDINGS, INC. 12/01/2006 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
LATEEF INVESTMENT MANAGEMENT, LP. PARTNER LIMITED LIABILITY indirect 2007-01-01
BRIDGES INVESTMENT MANAGEMENT INC SHAREHOLDER indirect 2006-12-01
MCCARTHY CAPITAL CORPORATION PARENT LIMITED LIABILITY COMPANY indirect 2007-01-01
MCCARTHY CAPITAL CORPORATION PARENT LIMITED LIABILITY COMPANY direct 2007-01-01
MCCARTHY GROUP ADVISORS, L.L.C. SHAREHOLDER indirect 2007-01-01
SOUTHWEST VALUE PARTNERS ENTERPRISE LLC MEMBER indirect 2009-03-01
SOUTHWEST VALUE PARTNERS ENTERPRISE LLC MEMBER indirect 2009-03-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
BRIDGES TACTICAL OPPORTUNITY LLC F/K/A WESTWOOD TACTICAL OPPORTUNITY LLC United States 805-7701460670 Other Private Fund DIVERSIFIED PORTFOLIO OF US AND NON-US EQUITY AND FIXED INCOME SECURITIES 4,642,038 1,000,000 Fund of Funds
BRIDGES CORE INCOME - TAX EXEMPT LLC F/K/A WESTWOOD CORE INCOME - TAX EXEMPT LLC United States 805-8250632758 Other Private Fund PORTFOLIO OF TAX-EXEMPT BONDS 20,240,136 1,000,000
BRIDGES CORE INCOME LLC F/K/A WESTWOOD CORE INCOME LLC United States 805-8562524178 Other Private Fund PORTFOLIO OF INTERMEDIATE-TERM US GOVT AND AGENCY BONDS 24,277,218 1,000,000
BRIDGES FOCUSED CORE EQUITY LLC F/K/A WESTWOOD FOCUSED CORE EQUITY LLC United States 805-6534580188 Other Private Fund DIVERSIFIED PORTFOLIO OF COMMON STOCK 20,259,088 1,000,000
BRIDGES CASH RESERVES LLC F/K/A WESTWOOD CASH RESERVES LLC United States 805-5133069185 Other Private Fund MONEY MARKET FUNDS AND OTHER SHORT-TERM INSTRUMENTS 1,272,451 1,000,000
BRIDGES DIVERSIFIED CORE EQUITY LLC F/K/A WESTWOOD DIVERSIFIED CORE EQUITY LLC United States 805-2242812105 Other Private Fund DIVERSIFIED PORTFOLIO OF COMMON STOCK 68,342,861 1,000,000
BRIDGES INTERNATIONAL EQUITY LLC F/K/A WESTWOOD INTERNATIONAL EQUITY LLC United States 805-4223944335 Other Private Fund DIVERSIFIED PORTFOLIO OF PRINCIPALLY NON-US COMMON STOCKS 26,306,071 1,000,000 Fund of Funds
BRIDGES TOTAL RETURN LLC F/K/A WESTWOOD TOTAL RETURN LLC United States 805-4846274657 Other Private Fund EQUITY AND FIXED-INCOME SECURITIES 40,600,551 1,000,000
BRIDGES DIVERSIFIED SMALL/MID CAP LLC F/K/A WESTWOOD DIVERSIFIED SMALL/MID CAP LLC United States 805-9728683538 Other Private Fund DIVERSIFIED PORTFOLIO OF COMMON STOCK 26,706,300 1,000,000
BRIDGES FOCUSED SMALL CAP EQUITY LLC F/K/A WESTWOOD FOCUSED SMALL CAP EQUITY United States 805-5662365216 Other Private Fund DIVERSIFIED PORTFOLIO OF COMMON STOCK 15,182,756 1,000,000

BRIDGES INVESTMENT MANAGEMENT INC

ownership team - last updated 2017-08-16
Name Title Start Date Direct/Indirect % Ownership
MILES, BRIAN, ROBERT VICE PRESIDENT 03/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRIDGES INVESTMENT COUNSEL INC SENIOR VICE PRESIDENT direct 2008-05-01
BRIDGES INVESTMENT COUNSEL INC VICE PRESIDENT - PROVIDENT TRUST COMPANY OPERATIONS direct 2013-03-01
BRIDGES INVESTMENT MANAGEMENT INC VICE PRESIDENT direct 2013-03-01
ROHLOFF, PATRICIA, SARAH VICE PRESIDENT & CLASS A SHAREHOLDER 11/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRIDGES INVESTMENT COUNSEL INC ASSISTANT TO EVP direct 1996-10-01
BRIDGES INVESTMENT MANAGEMENT INC VICE PRESIDENT & CLASS A SHAREHOLDER direct 1999-11-01
BRIDGES INVESTMENT MANAGEMENT INC VICE PRESIDENT direct 1999-11-01 2006-12-19
BRIDGES INVESTMENT COUNSEL INC ANALYST direct 1996-10-01 2017-03-22
PLAHN, DOUGLAS, RICHARD SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER, DIRECTOR & CLASS A SHAREHOLDER 11/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER, DIRECTOR & CLASS A SHAREHOLDER direct 2006-11-01
BRIDGES INVESTMENT COUNSEL INC SENIOR VICE PRESIDENT OF FINANCIAL direct 2007-03-01
MODERN PORTFOLIO CONSULTANTS COMPANY PARTNER direct 2009-06-01
BRIDGES EDSON LOWELL II COUNSELLOR direct 1999-03-01 2001-01-30
BRIDGES INVESTMENT COUNSEL INC ANALYST direct 1996-10-01 2003-03-28
BRIDGES INVESTMENT MANAGEMENT INC VICE PRESIDENT direct 1999-11-01 2005-10-26
BRIDGES INVESTMENT COUNSEL INC VICE PRESIDENT direct 2004-03-01 2006-12-19
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT & CHIEF FINANCIAL OFFICER direct 2006-03-01 2006-12-19
KIRKPATRICK, BRIAN, MICHAEL SENIOR VICE PRESIDENT, DIRECTOR OF RESEARCH, CHIEF COMPLIANCE OFFICER, DIRECTOR & CLASS A SHAREHOLDER 11/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
MODERN PORTFOLIO CONSULTANTS COMPANY PARTNER, CHIEF COMPLIANCE OFFICER direct 1996-07-01
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT, DIRECTOR OF RESEARCH, CHIEF COMPLIANCE OFFICER, DIRECTOR & CLASS A SHAREHOLDER direct 2006-11-01
BRIDGES INVESTMENT COUNSEL INC SENIOR VICE PRESIDENT direct 2007-03-01
BRIDGES EDSON LOWELL II COUNSELLOR direct 1999-03-01 2001-01-30
BRIDGES INVESTMENT COUNSEL INC ANALYST direct 1995-09-01 2003-03-28
BRIDGES INVESTMENT MANAGEMENT INC VICE PRESIDENT direct 1999-11-01 2005-10-26
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT & DIRECTOR OF RESEARCH direct 2006-03-01 2006-03-30
BRIDGES INVESTMENT COUNSEL INC VICE PRESIDENT direct 2004-03-01 2006-12-19
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT, DIRECTOR OF RESEARCH & CHIEF COMPLIANCE OFFICER direct 2006-12-01 2006-12-19
MODERN PORTFOLIO CONSULTANTS COMPANY CHIEF COMPLIANCE OFFICER direct 1996-07-01 2009-07-07
MODERN PORTFOLIO CONSULTANTS COMPANY MANAGING PARTNER, CHIEF COMPLIANCE OFFICER direct 1996-07-01 2010-03-26
DODGE, NANCY, K SENIOR VICE PRESIDENT & CLASS A SHAREHOLDER 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT & CLASS A SHAREHOLDER direct 2006-03-01
BRIDGES INVESTMENT COUNSEL INC SENIOR VICE PRESIDENT direct 2006-03-01
BRIDGES INVESTMENT COUNSEL INC VICE PRESIDENT direct 1998-10-01 2005-04-20
BRIDGES INVESTMENT MANAGEMENT INC VICE PRESIDENT direct 1999-11-01 2005-10-26
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT direct 2006-03-01 2006-12-19
GRANT, DEBORAH, LEE SENIOR VICE PRESIDENT, DIRECTOR & CLASS A SHAREHOLDER 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRIDGES INVESTMENT COUNSEL INC SENIOR VICE PRESIDENT direct 1998-10-01
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT, DIRECTOR & CLASS A SHAREHOLDER direct 2006-03-01
BRIDGES EDSON LOWELL II COUNSELLOR direct 1999-03-01 2001-01-30
BRIDGES INVESTMENT MANAGEMENT INC VICE PRESIDENT & COO direct 1998-11-01 2005-10-26
BRIDGES INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT & DIRECTOR direct 2006-03-01 2006-12-19
BRIDGES INVESTMENT COUNSEL INC SR. VICE PRESIDENT direct 1998-10-01 2007-05-01
BRIDGES III, EDSON, LOWELL PRESIDENT, CEO, DIRECTOR, & CLASS A SHAREHOLDER 12/01/1994 Direct 75% or more
Fund Name Position direct/indirect start date end date
BRIDGES INVESTMENT COUNSEL INC EXECUTIVE VICE PRESIDENT, DIRECTOR direct 1992-02-01
BRIDGES INVESTMENT MANAGEMENT INC PRESIDENT, CEO, DIRECTOR, & CLASS A SHAREHOLDER direct 1994-12-01
BRIDGES EDSON LOWELL II COUNSELLOR direct 1995-03-01
MODERN PORTFOLIO CONSULTANTS COMPANY MANAGING PARTNER direct 1996-07-01
BRIDGES INVESTMENT MANAGEMENT INC PRESIDENT & CEO direct 1994-12-01 2005-10-26
BRIDGES INVESTMENT MANAGEMENT INC PRESIDENT, CEO & DIRECTOR direct 1994-12-01 2006-12-19
MODERN PORTFOLIO CONSULTANTS COMPANY PARTNER direct 1996-07-01 2010-03-26
MCCARTHY GROUP, LLC SHAREHOLDER MGI HOLDINGS, INC. 12/01/2006 Indirect 75% or more
Fund Name Position direct/indirect start date end date
LATEEF INVESTMENT MANAGEMENT, LP. PARTNER LIMITED LIABILITY indirect 2007-01-01
BRIDGES INVESTMENT MANAGEMENT INC SHAREHOLDER indirect 2006-12-01
MCCARTHY CAPITAL CORPORATION PARENT LIMITED LIABILITY COMPANY indirect 2007-01-01
MCCARTHY CAPITAL CORPORATION PARENT LIMITED LIABILITY COMPANY direct 2007-01-01
MCCARTHY GROUP ADVISORS, L.L.C. SHAREHOLDER indirect 2007-01-01
SOUTHWEST VALUE PARTNERS ENTERPRISE LLC MEMBER indirect 2009-03-01
SOUTHWEST VALUE PARTNERS ENTERPRISE LLC MEMBER indirect 2009-03-01
MGI HOLDINGS, INC. SHAREHOLDER BRIDGES HOLDING COMPANY 07/01/2017 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
BRIDGES INVESTMENT MANAGEMENT INC SHAREHOLDER indirect 2017-07-01
MCCARTHY CAPITAL CORPORATION PARENT CORPORATION direct 2007-01-01

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