LIPMAN, JORDAN, JOSH
PRESIDENT AND CHIEF COMPLIANCE OFFICER
01/01/2016
Direct
10 - 25%
Fund Name
Position
direct/indirect
start date
end date
SIMPLIFUND INC.
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
direct
2016-01-01
Scott, Douglas, William Arce
CHIEF EXECUTIVE OFFICER
01/01/2016
Direct
10 - 25%
Fund Name
Position
direct/indirect
start date
end date
SIMPLIFUND INC.
MANAGING MEMBER
direct
2016-01-01
BOURAOUI, KAMEL
CHIEF TECHNOLOGY OFFICER
08/01/2016
Direct
5 - 10%
Fund Name
Position
direct/indirect
start date
end date
ETHIC INC.
CHIEF TECHNOLOGY OFFICER
direct
2016-08-01
MAIR, JOHN
HEAD OF PRODUCT
03/01/2016
Direct
10 - 25%
Fund Name
Position
direct/indirect
start date
end date
ETHIC INC.
HEAD OF PRODUCT
direct
2016-03-01
NYCA INVESTMENT FUND III, L.P.
SHAREHOLDER
06/01/2019
Direct
10 - 25%
Fund Name
Position
direct/indirect
start date
end date
ETHIC INC.
SHAREHOLDER
direct
2019-06-01
DEVONSHIRE INVESTORS (DELAWARE) LLC
SHAREHOLDER
06/01/2019
Direct
5 - 10%
Fund Name
Position
direct/indirect
start date
end date
ETHIC INC.
SHAREHOLDER
direct
2019-06-01
MORRIS, JOHN, CHURCHILL
BOARD DIRECTOR
06/01/2019
Direct
less than 5%
Fund Name
Position
direct/indirect
start date
end date
LEGG MASON WOOD WALKER, INCORPORATED
DIRECTOR
direct
2005-12-01
LEGG MASON WOOD WALKER, INCORPORATED
CHIEF OPERATION OFFICER
direct
2005-12-01
CITIGROUP GLOBAL MARKETS INC.
CHIEF OF OPERATIONS OF CITIGROUP GLOBAL MARKETS INC.
direct
2004-07-01
CITIGROUP GLOBAL MARKETS INC.
HEAD OF FINANCE, OPERATIONS AND TECHNOLOGY
direct
2004-07-01
GENERAL ATLANTIC SERVICE COMPANY, LLC
MANAGING DIRECTOR
direct
2011-01-01
FMR LLC
OWNER DEVONSHIRE INVESTORS (DELAWARE) LLC
01/01/2016
Indirect
75% or more
Fund Name
Position
direct/indirect
start date
end date
FIDELITY CAPITAL FAR EAST, INC.
SHAREHOLDER
direct
1977-05-01
STRATEGIC ADVISERS, INC.
SHAREHOLDER
direct
1977-06-01
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC.
SHAREHOLDER
direct
1985-10-01
FIDELITY BROKERAGE SERVICES, LLC
SHAREHOLDER
indirect
1995-12-01
NATIONAL FINANCIAL SERVICES LLC
SHAREHOLDER
indirect
1995-12-01
FIDELITY BROKERAGE SERVICES LLC
SHAREHOLDER
indirect
1995-12-01
FIDELITY PERSONAL TRUST COMPANY, FSB
SHAREHOLDER
indirect
2000-04-01
NATIONAL FINANCIAL SERVICES, LLC
SHAREHOLDER
indirect
2007-10-01
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC.
STOCKHOLDER
direct
2007-10-01
NATIONAL FINANCIAL SERVICES, LLC
SHAREHOLDER
indirect
1995-12-01
2007-03-29
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC.
STOCKHOLDER
direct
1985-10-01
2007-06-06
FIDELITY MANAGEMENT & RESEARCH (JAPAN) LIMITED
SHAREHOLDER
direct
2014-12-01
2015-11-13
FMR INVESTMENT MANAGEMENT (UK) LIMITED
SHAREHOLDER
direct
2013-01-01
2017-08-08
CURVEY, JAMES, CHARLES
ELECTED MANAGER FMR LLC
02/01/1990
Indirect
Other
Fund Name
Position
direct/indirect
start date
end date
BALLYROCK INVESTMENT ADVISORS LLC
ELECTED MANAGER
indirect
1990-02-01
FIDELITY MANAGEMENT & RESEARCH (HONG KONG) LIMITED
ELECTED MANAGER
indirect
1990-02-01
FIDELITY MANAGEMENT & RESEARCH COMPANY
ELECTED MANAGER
indirect
1990-02-01
STRATEGIC ADVISERS, INC.
ELECTED MANAGER
indirect
1990-02-01
FMR INVESTMENT MANAGEMENT (UK) LIMITED
ELECTED MANAGER
indirect
1990-02-01
FIDELITY MANAGEMENT & RESEARCH (JAPAN) LIMITED
ELECTED MANAGER
indirect
1990-02-01
FIDELITY INVESTMENTS MONEY MANAGEMENT, INC.
ELECTED MANAGER
indirect
1990-02-01
FIAM LLC
ELECTED MANAGER
indirect
1990-02-01
FIDELITY SELECTCO, LLC
ELECTED MANAGER
indirect
1990-02-01
FMR CO., INC.
ELECTED MANAGER
indirect
1990-02-01
NORTHERN NECK INVESTORS LLC
MEMBER
direct
1998-05-01
FIDELITY RESEARCH & ANALYSIS COMPANY
DIRECTOR
direct
2009-08-01
FIDELITY INVESTORS MANAGEMENT, LLC
DIRECTOR
direct
1998-05-01
2002-03-28
FIDELITY CAPITAL FAR EAST, INC.
DIRECTOR, CHAIRMAN OF THE BOARD & PRESIDENT
direct
1994-12-01
2003-03-31
FIDELITY INVESTORS MANAGEMENT, LLC
SHAREHOLDER
direct
1998-05-01
2009-11-19
FIDELITY MANAGEMENT & RESEARCH COMPANY
DIRECTOR
direct
2007-06-01
2014-01-03
FMR CO., INC.
DIRECTOR
direct
2007-06-01
2014-01-03
FIDELITY INVESTMENTS MONEY MANAGEMENT, INC.
DIRECTOR
direct
2009-08-01
2014-01-03
IMPRESA MANAGEMENT LLC
SOLE TRUSTEE OF SHM TRUST 6
direct
2013-07-01
2016-09-09
FIAM LLC
DIRECTOR
indirect
1990-02-01
2016-09-21
FIDELITY MANAGEMENT & RESEARCH COMPANY
DIRECTOR
indirect
1990-02-01
2016-09-21
FIDELITY INVESTMENTS MONEY MANAGEMENT, INC.
DIRECTOR
indirect
1990-02-01
2016-09-26
FMR CO., INC.
DIRECTOR
indirect
1990-02-01
2016-09-26
FMR INVESTMENT MANAGEMENT (UK) LIMITED
DIRECTOR
indirect
1990-02-01
2016-09-26
FIDELITY SELECTCO, LLC
DIRECTOR
indirect
1990-02-01
2016-09-26
FIDELITY MANAGEMENT & RESEARCH (HONG KONG) LIMITED
DIRECTOR
indirect
1990-02-01
2016-09-26
FIDELITY MANAGEMENT & RESEARCH (JAPAN) LIMITED
DIRECTOR
indirect
1990-02-01
2016-09-26
BALLYROCK INVESTMENT ADVISORS LLC
DIRECTOR
indirect
1990-02-01
2016-10-07
STRATEGIC ADVISERS, INC.
DIRECTOR
indirect
1990-02-01
2016-11-09
JOHNSON, ABIGAIL, PIERREPONT
ELECTED MANAGER FMR LLC
05/01/1994
Indirect
Other
Fund Name
Position
direct/indirect
start date
end date
FMR CO., INC.
ELECTED MANAGER
indirect
1994-05-01
FIAM LLC
ELECTED MANAGER
indirect
1994-05-01
STRATEGIC ADVISERS, INC.
ELECTED MANAGER
indirect
1994-05-01
FIDELITY SELECTCO, LLC
ELECTED MANAGER
indirect
1994-05-01
BALLYROCK INVESTMENT ADVISORS LLC
ELECTED MANAGER
indirect
1994-05-01
FMR INVESTMENT MANAGEMENT (UK) LIMITED
ELECTED MANAGER
indirect
1994-05-01
FIDELITY MANAGEMENT & RESEARCH COMPANY
ELECTED MANAGER
indirect
1994-05-01
FIDELITY MANAGEMENT & RESEARCH (HONG KONG) LIMITED
ELECTED MANAGER
indirect
1994-05-01
FIDELITY INVESTMENTS MONEY MANAGEMENT, INC.
ELECTED MANAGER
indirect
1994-05-01
FIDELITY MANAGEMENT & RESEARCH (JAPAN) LIMITED
ELECTED MANAGER
indirect
1994-05-01
NORTHERN NECK INVESTORS LLC
MEMBER
direct
1998-05-01
FMR CO., INC.
CHAIRMAN OF THE BOARD, DIRECTOR
direct
2011-02-01
FIDELITY MANAGEMENT & RESEARCH COMPANY
CHAIRMAN OF THE BOARD, DIRECTOR
direct
2011-02-01
IMPRESA MANAGEMENT LLC
SOLE TRUSTEE OF SHM TRUST 4, SOLE TRUSTEE OF SHM TRUST 7
direct
2013-07-01
FIDELITY MANAGEMENT & RESEARCH COMPANY
SENIOR VICE PRESIDENT
direct
1997-05-01
2001-01-31
FMR INVESTMENT MANAGEMENT SERVICE, INC.
SENIOR VICE PRESIDENT
direct
1997-05-01
2001-01-31
FIDELITY CAPITAL FAR EAST, INC.
SHAREHOLDER
indirect
1991-01-01
2001-05-21
FIDELITY INVESTMENTS INSITUTIONAL SERVICES COMPANY, INC.
SHAREHOLDER
indirect
1991-01-01
2001-05-21
NATIONAL FINANCIAL SERVICES LLC
SHAREHOLDER
indirect
1991-01-01
2001-06-29
FIDELITY BROKERAGE SERVICES LLC
SHAREHOLDER
indirect
1991-01-01
2001-07-09
BALLYROCK INVESTMENT ADVISORS LLC
DIRECTOR
direct
2001-06-01
2001-09-12
FIDELITY PERSONAL TRUST COMPANY, FSB
SHAREHOLDER
indirect
1991-01-01
2001-09-26
STRATEGIC ADVISERS INC.
SHAREHOLDER
indirect
1991-01-01
2001-11-05
STRATEGIC ADVISERS INC.
DIRECTOR
direct
2001-06-01
2001-11-28
FIDELITY MANAGEMENT & RESEARCH (FAR EAST) INC.
DIRECTOR, PRESIDENT
direct
2001-06-01
2002-08-16
FIDELITY INVESTORS MANAGEMENT, LLC
SHAREHOLDER & DIRECTOR
direct
1998-05-01
2005-03-31
FMR CO., INC.
DIRECTOR, PRESIDENT
direct
2001-06-01
2005-03-31
FIDELITY INVESTMENTS MONEY MANAGEMENT INC.
DIRECTOR, PRESIDENT
direct
2001-06-01
2005-03-31
FIDELITY MANAGEMENT & RESEARCH COMPANY
DIRECTOR, PRESIDENT
direct
2001-06-01
2005-03-31
FIDELITY INVESTORS MANAGEMENT CORP.
SHAREHOLDER
direct
1998-05-01
2009-08-05
NORTHERN NECK INVESTORS CORPORATION
SHAREHOLDER, DIRECTOR
direct
1998-05-01
2009-11-19
NORTHERN NECK INVESTORS CORPORATION
MEMBER & DIRECTOR
direct
1998-05-01
2010-03-30
IMPRESA MANAGEMENT LLC
SOLE TRUSTEE OF SHM TRUST 7
direct
2013-07-01
2016-09-09
FIDELITY MANAGEMENT & RESEARCH COMPANY
DIRECTOR
indirect
1994-05-01
2016-09-21
FIAM LLC
DIRECTOR
indirect
1994-05-01
2016-09-21
FIDELITY INVESTMENTS MONEY MANAGEMENT, INC.
DIRECTOR
indirect
1994-05-01
2016-09-26
FIDELITY MANAGEMENT & RESEARCH (JAPAN) LIMITED
DIRECTOR
indirect
1994-05-01
2016-09-26
FMR CO., INC.
DIRECTOR
indirect
1994-05-01
2016-09-26
FIDELITY MANAGEMENT & RESEARCH (HONG KONG) LIMITED
DIRECTOR
indirect
1994-05-01
2016-09-26
FIDELITY SELECTCO, LLC
DIRECTOR
indirect
1994-05-01
2016-09-26
FMR INVESTMENT MANAGEMENT (UK) LIMITED
DIRECTOR
indirect
1994-05-01
2016-09-26
BALLYROCK INVESTMENT ADVISORS LLC
DIRECTOR
indirect
1994-05-01
2016-10-07
STRATEGIC ADVISERS, INC.
DIRECTOR
indirect
1994-05-01
2016-11-09
JOHNSON IV, EDWARD, CROSBY
ELECTED MANAGER FMR LLC
04/01/2006
Indirect
Other
Fund Name
Position
direct/indirect
start date
end date
STRATEGIC ADVISERS, INC.
DIRECTOR
indirect
2006-04-01
STRATEGIC ADVISERS, INC.
ELECTED MANAGER
indirect
2006-04-01
FIDELITY INVESTMENTS MONEY MANAGEMENT, INC.
DIRECTOR
indirect
2006-04-01
FIDELITY INVESTMENTS MONEY MANAGEMENT, INC.
ELECTED MANAGER
indirect
2006-04-01
FMR INVESTMENT MANAGEMENT (UK) LIMITED
ELECTED MANAGER
indirect
2006-04-01
FMR INVESTMENT MANAGEMENT (UK) LIMITED
DIRECTOR
indirect
2006-04-01
FIDELITY MANAGEMENT & RESEARCH COMPANY
DIRECTOR
indirect
2006-04-01
FIDELITY MANAGEMENT & RESEARCH COMPANY
ELECTED MANAGER
indirect
2006-04-01
FMR CO., INC.
ELECTED MANAGER
indirect
2006-04-01
FMR CO., INC.
DIRECTOR
indirect
2006-04-01
NORTHERN NECK INVESTORS CORPORATION
DIRECTOR, SOLE TRUSTEE TO ECJMAJ FIMCORP TRUST
direct
2006-03-01
FIDELITY INVESTORS MANAGEMENT CORP.
DIRECTOR
direct
2007-01-01
BALLYROCK INVESTMENT ADVISORS LLC
DIRECTOR
indirect
2006-04-01
BALLYROCK INVESTMENT ADVISORS LLC
ELECTED MANAGER
indirect
2006-04-01
FIAM LLC
ELECTED MANAGER
indirect
2006-04-01
FIAM LLC
DIRECTOR
indirect
2006-04-01
FIDELITY MANAGEMENT & RESEARCH (HONG KONG) LIMITED
ELECTED MANAGER
indirect
2006-04-01
FIDELITY MANAGEMENT & RESEARCH (HONG KONG) LIMITED
DIRECTOR
indirect
2006-04-01
FIDELITY MANAGEMENT & RESEARCH (JAPAN) LIMITED
ELECTED MANAGER
indirect
2006-04-01
FIDELITY MANAGEMENT & RESEARCH (JAPAN) LIMITED
DIRECTOR
indirect
2006-04-01
FIDELITY SELECTCO, LLC
DIRECTOR
indirect
2006-04-01
FIDELITY SELECTCO, LLC
ELECTED MANAGER
indirect
2006-04-01
IMPRESA MANAGEMENT LLC
DIRECTOR, SOLE TRUSTEE OF SHM TRUST 9
direct
2013-07-01
IMPRESA MANAGEMENT LLC
DIRECTOR, SOLE TRUSTEE OF SHM TRUST 6, SOLE TRUSTEE OF SHM TRUST 9
direct
2013-07-01
REMONDI, JOHN, JOSEPH
ELECTED MANAGER FMR LLC
04/01/2006
Indirect
Other
Fund Name
Position
direct/indirect
start date
end date
NORTHERN NECK INVESTORS LLC
MEMBER & DIRECTOR
direct
1998-05-01
FIDELITY MANAGEMENT & RESEARCH (JAPAN) LIMITED
ELECTED MANAGER
indirect
2006-04-01
FIDELITY SELECTCO, LLC
ELECTED MANAGER
indirect
2006-04-01
FIAM LLC
ELECTED MANAGER
indirect
2006-04-01
BALLYROCK INVESTMENT ADVISORS LLC
ELECTED MANAGER
indirect
2006-04-01
STRATEGIC ADVISERS, INC.
ELECTED MANAGER
indirect
2006-04-01
FIDELITY MANAGEMENT & RESEARCH (HONG KONG) LIMITED
ELECTED MANAGER
indirect
2006-04-01
FIDELITY INVESTMENTS MONEY MANAGEMENT, INC.
ELECTED MANAGER
indirect
2006-04-01
FMR INVESTMENT MANAGEMENT (UK) LIMITED
ELECTED MANAGER
indirect
2006-04-01
FMR CO., INC.
ELECTED MANAGER
indirect
2006-04-01
FIDELITY MANAGEMENT & RESEARCH COMPANY
ELECTED MANAGER
indirect
2006-04-01
FMR CO., INC.
DIRECTOR
direct
2007-06-01
FIDELITY MANAGEMENT & RESEARCH COMPANY
DIRECTOR
direct
2007-06-01
FIDELITY RESEARCH & ANALYSIS COMPANY
DIRECTOR
direct
2009-08-01
FIDELITY INVESTMENTS MONEY MANAGEMENT, INC.
DIRECTOR
direct
2009-08-01
IMPRESA MANAGEMENT LLC
DIRECTOR, SOLE TRUSTEE OF SHM TRUST 5
direct
2013-07-01
FIDELITY CAPITAL FAR EAST, INC.
DIRECTOR
direct
1994-12-01
2002-03-28
BALLYROCK INVESTMENT ADVISORS, LLC
DIRECTOR
direct
2002-02-01
2003-09-25
FIDELITY INVESTORS MANAGEMENT, LLC
CHIEF EXECUTIVE OFFICER/PRESIDENT
direct
1998-05-01
2003-09-29
FIDELITY INVESTORS MANAGEMENT, LLC
SHAREHOLDER
direct
2003-09-01
2003-09-30
GEODE CAPITAL MANAGEMENT, LLC
DIRECTOR
direct
2001-07-01
2004-10-01
GEODE CAPITAL MANAGEMENT, LLC
DIRECTOR
indirect
2001-07-01
2004-10-01
GEODE CAPITAL MANAGEMENT LP
DIRECTOR
indirect
2001-07-01
2004-10-01
GEODE CAPITAL MANAGEMENT LP
DIRECTOR
indirect
2001-07-01
2004-10-01
FIDELITY INVESTORS MANAGEMENT, LLC
SHAREHOLDER
direct
1998-05-01
2005-03-31
NORTHERN NECK INVESTORS CORP.
SHAREHOLDER & DIRECTOR
direct
2005-07-01
2008-08-13
NORTHERN NECK INVESTORS CORPORATION
SHAREHOLDER & DIRECTOR
direct
1998-05-01
2009-11-19
FIDELITY MANAGEMENT & RESEARCH COMPANY
DIRECTOR
indirect
2006-04-01
2016-09-21
FIAM LLC
DIRECTOR
indirect
2006-04-01
2016-09-21
FIDELITY INVESTMENTS MONEY MANAGEMENT, INC.
DIRECTOR
indirect
2006-04-01
2016-09-26
FIDELITY SELECTCO, LLC
DIRECTOR
indirect
2006-04-01
2016-09-26
FIDELITY MANAGEMENT & RESEARCH (HONG KONG) LIMITED
DIRECTOR
indirect
2006-04-01
2016-09-26
FMR INVESTMENT MANAGEMENT (UK) LIMITED
DIRECTOR
indirect
2006-04-01
2016-09-26
FIDELITY MANAGEMENT & RESEARCH (JAPAN) LIMITED
DIRECTOR
indirect
2006-04-01
2016-09-26
FMR CO., INC.
DIRECTOR
indirect
2006-04-01
2016-09-26
BALLYROCK INVESTMENT ADVISORS LLC
DIRECTOR
indirect
2006-04-01
2016-10-07
STRATEGIC ADVISERS, INC.
DIRECTOR
indirect
2006-04-01
2016-11-09
WILENS, MICHAEL, ENGBER
ELECTED MANAGER FMR LLC
10/01/2014
Indirect
Other
Fund Name
Position
direct/indirect
start date
end date
STRATEGIC ADVISERS, INC.
HEAD OF ASSET MANAGEMENT
direct
2008-07-01
STRATEGIC ADVISERS, INC.
ELECTED MANAGER
indirect
2014-10-01
STRATEGIC ADVISERS, INC.
DIRECTOR
indirect
2014-10-01
FIDELITY RESEARCH & ANALYSIS COMPANY
HEAD OF ASSET MANAGEMENT
direct
2008-07-01
FIDELITY INVESTMENTS MONEY MANAGEMENT INC.
HEAD OF ASSET MANAGEMENT
direct
2008-07-01
FIDELITY INVESTMENTS MONEY MANAGEMENT, INC.
DIRECTOR
indirect
2014-10-01
FIDELITY INVESTMENTS MONEY MANAGEMENT, INC.
ELECTED MANAGER
indirect
2014-10-01
FMR INVESTMENT MANAGEMENT (UK) LIMITED
ELECTED MANAGER
indirect
2014-10-01
FMR INVESTMENT MANAGEMENT (UK) LIMITED
DIRECTOR
indirect
2014-10-01
FIDELITY MANAGEMENT & RESEARCH COMPANY
HEAD OF ASSET MANAGEMENT
direct
2008-07-01
FIDELITY MANAGEMENT & RESEARCH COMPANY
DIRECTOR
indirect
2014-10-01
FIDELITY MANAGEMENT & RESEARCH COMPANY
ELECTED MANAGER
indirect
2014-10-01
FMR CO., INC.
HEAD OF ASSET MANAGEMENT
direct
2008-07-01
FMR CO., INC.
ELECTED MANAGER
indirect
2014-10-01
FMR CO., INC.
DIRECTOR
indirect
2014-10-01
BALLYROCK INVESTMENT ADVISORS LLC
HEAD OF ASSET MANAGEMENT
direct
2008-07-01
BALLYROCK INVESTMENT ADVISORS LLC
DIRECTOR
indirect
2014-10-01
BALLYROCK INVESTMENT ADVISORS LLC
ELECTED MANAGER
indirect
2014-10-01
PYRAMIS GLOBAL ADVISORS, LLC
HEAD OF ASSET MANAGEMENT
direct
2008-07-01
FIAM LLC
ELECTED MANAGER
indirect
2014-10-01
FIAM LLC
DIRECTOR
indirect
2014-10-01
FIDELITY MANAGEMENT & RESEARCH (HONG KONG) LIMITED
ELECTED MANAGER
indirect
2014-10-01
FIDELITY MANAGEMENT & RESEARCH (HONG KONG) LIMITED
DIRECTOR
indirect
2014-10-01
FIDELITY MANAGEMENT & RESEARCH (JAPAN) LIMITED
ELECTED MANAGER
indirect
2014-10-01
FIDELITY MANAGEMENT & RESEARCH (JAPAN) LIMITED
DIRECTOR
indirect
2014-10-01
FIDELITY SELECTCO, LLC
ELECTED MANAGER
indirect
2014-10-01
FIDELITY SELECTCO, LLC
DIRECTOR
indirect
2014-10-01
MCGRAW, GERARD, JOHN
ELECTED MANAGER FMR LLC
10/01/2014
Indirect
Other
Fund Name
Position
direct/indirect
start date
end date
FIDELITY BROKERAGE SERVICES, LLC
CHIEF OPERATIONS OFFICER
direct
2004-05-01
FIDELITY BROKERAGE SERVICES, LLC
COO
direct
2004-05-01
NATIONAL FINANCIAL SERVICES, LLC
COO
direct
2004-05-01
NATIONAL FINANCIAL SERVICES, LLC
CHIEF OPERATIONS OFFICER
direct
2004-05-01
NATIONAL FINANCIAL SERVICES, LLC
CHIEF EXECUTIVE OFFICER/DIRECTOR
direct
2010-02-01
NATIONAL FINANCIAL SERVICES, LLC
HEAD OF BROKERAGE OPERATIONS
direct
2010-02-01
NATIONAL FINANCIAL SERVICES, LLC
CHIEF EXECUTIVE OFFICER
direct
2010-02-01
STRATEGIC ADVISERS, INC.
DIRECTOR
indirect
2014-10-01
STRATEGIC ADVISERS, INC.
ELECTED MANAGER
indirect
2014-10-01
FIDELITY INVESTMENTS MONEY MANAGEMENT, INC.
ELECTED MANAGER
indirect
2014-10-01
FIDELITY INVESTMENTS MONEY MANAGEMENT, INC.
DIRECTOR
indirect
2014-10-01
FMR INVESTMENT MANAGEMENT (UK) LIMITED
ELECTED MANAGER
indirect
2014-10-01
FMR INVESTMENT MANAGEMENT (UK) LIMITED
DIRECTOR
indirect
2014-10-01
FIDELITY MANAGEMENT & RESEARCH COMPANY
DIRECTOR
indirect
2014-10-01
FIDELITY MANAGEMENT & RESEARCH COMPANY
ELECTED MANAGER
indirect
2014-10-01
FMR CO., INC.
ELECTED MANAGER
indirect
2014-10-01
FMR CO., INC.
DIRECTOR
indirect
2014-10-01
BALLYROCK INVESTMENT ADVISORS LLC
ELECTED MANAGER
indirect
2014-10-01
BALLYROCK INVESTMENT ADVISORS LLC
DIRECTOR
indirect
2014-10-01
FIAM LLC
ELECTED MANAGER
indirect
2014-10-01
FIAM LLC
DIRECTOR
indirect
2014-10-01
FIDELITY MANAGEMENT & RESEARCH (HONG KONG) LIMITED
ELECTED MANAGER
indirect
2014-10-01
FIDELITY MANAGEMENT & RESEARCH (HONG KONG) LIMITED
DIRECTOR
indirect
2014-10-01
FIDELITY MANAGEMENT & RESEARCH (JAPAN) LIMITED
ELECTED MANAGER
indirect
2014-10-01
FIDELITY MANAGEMENT & RESEARCH (JAPAN) LIMITED
DIRECTOR
indirect
2014-10-01
FIDELITY SELECTCO, LLC
DIRECTOR
indirect
2014-10-01
FIDELITY SELECTCO, LLC
ELECTED MANAGER
indirect
2014-10-01
MORRIS, JOHN, CHURCHILL
OWNER NYCA INVESTMENT FUND III, L.P.
05/01/2018
Indirect
75% or more
Fund Name
Position
direct/indirect
start date
end date
LEGG MASON WOOD WALKER, INCORPORATED
DIRECTOR
direct
2005-12-01
LEGG MASON WOOD WALKER, INCORPORATED
CHIEF OPERATION OFFICER
direct
2005-12-01
CITIGROUP GLOBAL MARKETS INC.
CHIEF OF OPERATIONS OF CITIGROUP GLOBAL MARKETS INC.
direct
2004-07-01
CITIGROUP GLOBAL MARKETS INC.
HEAD OF FINANCE, OPERATIONS AND TECHNOLOGY
direct
2004-07-01
GENERAL ATLANTIC SERVICE COMPANY, LLC
MANAGING DIRECTOR
direct
2011-01-01