EVERGREEN CAPITAL MANAGEMENT LLC

HTTPS://TWITTER.COM/EVERGREENGK BELLEVUE, WA Investment Advisor How do I update this listing?

Evergreen Capital Management is based out of Bellevue. Evergreen Capital Management is a large advisory firm with 754 clients and discretionary assets under management (AUM) of $2,408,495,365 (Form ADV from 2019-03-01). Their last reported 13F filing for Q1 2020 included $1,071,196,000 in managed 13F securities and a top 10 holdings concentration of 27.27%. Evergreen Capital Management's largest holding is iShares Preferred and Income Securities with shares held of 1,827,590. Evergreen Capital Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 68 13F filings, and 5 13G filings

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03/31/2020

13F Activity

  • Market Value $1.071 Billion
  • Prior Market Value $1.201 Billion
  • New Purchases45 stocks
  • Additional Purchases143 stocks
  • Sold out of147 stocks
  • Reduced holdings in152 stocks
  • Top 10 Holdings % 27.27 %
  • Turnover % [1]:51.20%
  • Turnover Alt % [2]: 33.69 %
  • Time Held Top20:6.20 quarters
  • Time Held Top10:4.60 quarters
  • Time Held All:9.41 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.

03/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 24.5%
Performance Last 4 Quarters: -0.5%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

EVERGREEN CAPITAL MANAGEMENT LLC
10500 NE 8TH STREET SUITE 950
BELLEVUE WA    98004
Country: United States

Business Phone: 425-467-4600
Fax: 425-467-4606
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: WA
Number of employees: 32
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees,NEGOTIATED FEES FOR AD HOC UNSOLICITED INVESTMENT ADVICE
Amount of client funds and securities: 957,369,000
Total Number of Clients: 754
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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EVERGREEN CAPITAL MANAGEMENT LLC

ownership team - last updated 2020-03-30
Name Title Start Date Direct/Indirect % Ownership

EVERGREEN CAPITAL MANAGEMENT LLC

ownership team - last updated 2019-11-22
Name Title Start Date Direct/Indirect % Ownership
HAY, DAVID, MILLS MEMBER/CHIEF INVESTMENT OFFICER 06/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER direct 2002-06-01
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER/CHIEF INVESTMENT OFFICER direct 2002-06-01
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER indirect 2004-04-01
HAY, TYLER, BRADLEY MEMBER/CHIEF EXECUTIVE OFFICER 01/01/2010 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2010-01-01
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER/CHIEF EXECUTIVE OFFICER direct 2010-01-01
EVERGREEN CAPITAL MANAGEMENT LLC CHIEF EXECUTIVE OFFICER direct 2010-01-01
WIESMANN, MICHAEL, JAY CUSTOMER RELATIONSHIP MANAGER/MEMBER 03/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC SHAREHOLDER direct 2007-03-01
EVERGREEN CAPITAL MANAGEMENT LLC CUSTOMER RELATIONSHIP MANAGER/MEMBER direct 2007-03-01
RAZORE, C.JEFF BRAND DEVELOPMENT MANAGER /MEMBER 08/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC SHAREHOLDER direct 2010-08-01
EVERGREEN CAPITAL MANAGEMENT LLC BRAND DEVELOPMENT MANAGER /MEMBER direct 2010-08-01
LENAPE INC. MEMBER 03/01/2012 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC SHAREHOLDER direct 2012-03-01
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER direct 2012-03-01
D AND M HAY LLC MEMBER 04/01/2004 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER direct 2004-04-01
SINITSA, OLESYA, S MEMBER 04/01/2004 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC DIRECTOR OF RESEARCH AND PORTFOLIO MANAGER/MEMBER direct 2004-04-01
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER direct 2004-04-01
HAY, WILLIAM, WYATT CHIEF COMPLIANCE OFFICER 02/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2016-02-01
EULBERG, JEFFREY, MICHAEL DIRECTOR OF WEALTH MANAGEMENT, PRINCIPAL 01/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC DIRECTOR OF WEALTH MANAGEMENT, PRINCIPAL direct 2010-01-01
DICKS, JEFFREY, B PORTOLIO MANAGER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC PORTOLIO MANAGER direct 2018-01-01
CREEL, KELLY, LUSK SHAREHOLDER LENAPE INC. 03/01/2012 Indirect 75% or more
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC SHAREHOLDER indirect 2012-03-01
HAY, DAVID, MILLS MEMBER D AND M HAY LLC 04/01/2004 Indirect 75% or more
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER direct 2002-06-01
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER/CHIEF INVESTMENT OFFICER direct 2002-06-01
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER indirect 2004-04-01

EVERGREEN CAPITAL MANAGEMENT LLC

ownership team - last updated 2019-09-25
Name Title Start Date Direct/Indirect % Ownership
HAY, DAVID, MILLS MEMBER/CHIEF INVESTMENT OFFICER 06/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER direct 2002-06-01
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER/CHIEF INVESTMENT OFFICER direct 2002-06-01
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER indirect 2004-04-01
HAY, TYLER, BRADLEY MEMBER/CHIEF EXECUTIVE OFFICER 01/01/2010 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2010-01-01
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER/CHIEF EXECUTIVE OFFICER direct 2010-01-01
EVERGREEN CAPITAL MANAGEMENT LLC CHIEF EXECUTIVE OFFICER direct 2010-01-01
WIESMANN, MICHAEL, JAY CUSTOMER RELATIONSHIP MANAGER/MEMBER 03/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC SHAREHOLDER direct 2007-03-01
EVERGREEN CAPITAL MANAGEMENT LLC CUSTOMER RELATIONSHIP MANAGER/MEMBER direct 2007-03-01
RAZORE, C.JEFF BRAND DEVELOPMENT MANAGER /MEMBER 08/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC SHAREHOLDER direct 2010-08-01
EVERGREEN CAPITAL MANAGEMENT LLC BRAND DEVELOPMENT MANAGER /MEMBER direct 2010-08-01
LENAPE INC. MEMBER 03/01/2012 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC SHAREHOLDER direct 2012-03-01
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER direct 2012-03-01
D AND M HAY LLC MEMBER 04/01/2004 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER direct 2004-04-01
SINITSA, OLESYA, S MEMBER 04/01/2004 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC DIRECTOR OF RESEARCH AND PORTFOLIO MANAGER/MEMBER direct 2004-04-01
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER direct 2004-04-01
HAY, WILLIAM, WYATT CHIEF COMPLIANCE OFFICER 02/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2016-02-01
EULBERG, JEFFREY, MICHAEL DIRECTOR OF WEALTH MANAGEMENT, PRINCIPAL 01/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC DIRECTOR OF WEALTH MANAGEMENT, PRINCIPAL direct 2010-01-01
DICKS, JEFFREY, B PORTOLIO MANAGER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC PORTOLIO MANAGER direct 2018-01-01
CREEL, KELLY, LUSK SHAREHOLDER LENAPE INC. 03/01/2012 Indirect 75% or more
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC SHAREHOLDER indirect 2012-03-01
HAY, DAVID, MILLS MEMBER D AND M HAY LLC 04/01/2004 Indirect 75% or more
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER direct 2002-06-01
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER/CHIEF INVESTMENT OFFICER direct 2002-06-01
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER indirect 2004-04-01

EVERGREEN CAPITAL MANAGEMENT LLC

ownership team - last updated 2019-05-02
Name Title Start Date Direct/Indirect % Ownership
HAY, DAVID, MILLS MEMBER/CHIEF INVESTMENT OFFICER 06/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER direct 2002-06-01
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER/CHIEF INVESTMENT OFFICER direct 2002-06-01
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER indirect 2004-04-01
HAY, TYLER, BRADLEY MEMBER/CHIEF EXECUTIVE OFFICER 01/01/2010 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2010-01-01
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER/CHIEF EXECUTIVE OFFICER direct 2010-01-01
EVERGREEN CAPITAL MANAGEMENT LLC CHIEF EXECUTIVE OFFICER direct 2010-01-01
WIESMANN, MICHAEL, JAY CUSTOMER RELATIONSHIP MANAGER/MEMBER 03/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC SHAREHOLDER direct 2007-03-01
EVERGREEN CAPITAL MANAGEMENT LLC CUSTOMER RELATIONSHIP MANAGER/MEMBER direct 2007-03-01
RAZORE, C.JEFF BRAND DEVELOPMENT MANAGER /MEMBER 08/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC SHAREHOLDER direct 2010-08-01
EVERGREEN CAPITAL MANAGEMENT LLC BRAND DEVELOPMENT MANAGER /MEMBER direct 2010-08-01
LENAPE INC. MEMBER 03/01/2012 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC SHAREHOLDER direct 2012-03-01
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER direct 2012-03-01
D AND M HAY LLC MEMBER 04/01/2004 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER direct 2004-04-01
SINITSA, OLESYA, S MEMBER 04/01/2004 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC DIRECTOR OF RESEARCH AND PORTFOLIO MANAGER/MEMBER direct 2004-04-01
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER direct 2004-04-01
HAY, WILLIAM, WYATT CHIEF COMPLIANCE OFFICER 02/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2016-02-01
EULBERG, JEFFREY, MICHAEL DIRECTOR OF WEALTH MANAGEMENT, PRINCIPAL 01/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC DIRECTOR OF WEALTH MANAGEMENT, PRINCIPAL direct 2010-01-01
DICKS, JEFFREY, B PORTOLIO MANAGER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC PORTOLIO MANAGER direct 2018-01-01
CREEL, KELLY, LUSK SHAREHOLDER LENAPE INC. 03/01/2012 Indirect 75% or more
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC SHAREHOLDER indirect 2012-03-01
HAY, DAVID, MILLS MEMBER D AND M HAY LLC 04/01/2004 Indirect 75% or more
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER direct 2002-06-01
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER/CHIEF INVESTMENT OFFICER direct 2002-06-01
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER indirect 2004-04-01

EVERGREEN CAPITAL MANAGEMENT LLC

ownership team - last updated 2019-03-30
Name Title Start Date Direct/Indirect % Ownership
HAY, DAVID, MILLS MEMBER/CHIEF INVESTMENT OFFICER 06/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER direct 2002-06-01
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER/CHIEF INVESTMENT OFFICER direct 2002-06-01
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER indirect 2004-04-01
HAY, TYLER, BRADLEY MEMBER/CHIEF EXECUTIVE OFFICER 01/01/2010 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2010-01-01
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER/CHIEF EXECUTIVE OFFICER direct 2010-01-01
EVERGREEN CAPITAL MANAGEMENT LLC CHIEF EXECUTIVE OFFICER direct 2010-01-01
WIESMANN, MICHAEL, JAY CUSTOMER RELATIONSHIP MANAGER/MEMBER 03/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC SHAREHOLDER direct 2007-03-01
EVERGREEN CAPITAL MANAGEMENT LLC CUSTOMER RELATIONSHIP MANAGER/MEMBER direct 2007-03-01
RAZORE, C.JEFF BRAND DEVELOPMENT MANAGER /MEMBER 08/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC SHAREHOLDER direct 2010-08-01
EVERGREEN CAPITAL MANAGEMENT LLC BRAND DEVELOPMENT MANAGER /MEMBER direct 2010-08-01
LENAPE INC. MEMBER 03/01/2012 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC SHAREHOLDER direct 2012-03-01
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER direct 2012-03-01
D AND M HAY LLC MEMBER 04/01/2004 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER direct 2004-04-01
SINITSA, OLESYA, S MEMBER 04/01/2004 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC DIRECTOR OF RESEARCH AND PORTFOLIO MANAGER/MEMBER direct 2004-04-01
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER direct 2004-04-01
HAY, WILLIAM, WYATT CHIEF COMPLIANCE OFFICER 02/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2016-02-01
EULBERG, JEFFREY, MICHAEL DIRECTOR OF WEALTH MANAGEMENT, PRINCIPAL 01/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC DIRECTOR OF WEALTH MANAGEMENT, PRINCIPAL direct 2010-01-01
DICKS, JEFFREY, B PORTOLIO MANAGER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC PORTOLIO MANAGER direct 2018-01-01
CREEL, KELLY, LUSK SHAREHOLDER LENAPE INC. 03/01/2012 Indirect 75% or more
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC SHAREHOLDER indirect 2012-03-01
HAY, DAVID, MILLS MEMBER D AND M HAY LLC 04/01/2004 Indirect 75% or more
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER direct 2002-06-01
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER/CHIEF INVESTMENT OFFICER direct 2002-06-01
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER indirect 2004-04-01

EVERGREEN CAPITAL MANAGEMENT LLC

ownership team - last updated 2018-06-08
Name Title Start Date Direct/Indirect % Ownership
HAY, DAVID, MILLS MEMBER/CHIEF INVESTMENT OFFICER 06/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER direct 2002-06-01
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER/CHIEF INVESTMENT OFFICER direct 2002-06-01
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER indirect 2004-04-01
HAY, TYLER, BRADLEY MEMBER/CHIEF EXECUTIVE OFFICER 01/01/2010 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2010-01-01
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER/CHIEF EXECUTIVE OFFICER direct 2010-01-01
EVERGREEN CAPITAL MANAGEMENT LLC CHIEF EXECUTIVE OFFICER direct 2010-01-01
WIESMANN, MICHAEL, JAY CUSTOMER RELATIONSHIP MANAGER/MEMBER 03/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC SHAREHOLDER direct 2007-03-01
EVERGREEN CAPITAL MANAGEMENT LLC CUSTOMER RELATIONSHIP MANAGER/MEMBER direct 2007-03-01
DUNN, STEPHEN, JEROME CUSTOMER RELATIONSHIP MANAGER/MEMBER 02/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC SHAREHOLDER direct 2011-02-01
EVERGREEN CAPITAL MANAGEMENT LLC CUSTOMER RELATIONSHIP MANAGER/MEMBER direct 2011-02-01
RAZORE, C.JEFF BRAND DEVELOPMENT MANAGER /MEMBER 08/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC SHAREHOLDER direct 2010-08-01
EVERGREEN CAPITAL MANAGEMENT LLC BRAND DEVELOPMENT MANAGER /MEMBER direct 2010-08-01
LENAPE INC. MEMBER 03/01/2012 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC SHAREHOLDER direct 2012-03-01
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER direct 2012-03-01
D AND M HAY LLC MEMBER 04/01/2004 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER direct 2004-04-01
SINITSA, OLESYA, S MEMBER 04/01/2004 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC DIRECTOR OF RESEARCH AND PORTFOLIO MANAGER/MEMBER direct 2004-04-01
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER direct 2004-04-01
HAY, WILLIAM, WYATT CHIEF COMPLIANCE OFFICER 02/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2016-02-01
EULBERG, JEFFREY, MICHAEL DIRECTOR OF WEALTH MANAGEMENT, PRINCIPAL 01/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC DIRECTOR OF WEALTH MANAGEMENT, PRINCIPAL direct 2010-01-01
CREEL, KELLY, LUSK SHAREHOLDER LENAPE INC. 03/01/2012 Indirect 75% or more
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC SHAREHOLDER indirect 2012-03-01
HAY, DAVID, MILLS MEMBER D AND M HAY LLC 04/01/2004 Indirect 75% or more
Fund Name Position direct/indirect start date end date
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER direct 2002-06-01
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER/CHIEF INVESTMENT OFFICER direct 2002-06-01
EVERGREEN CAPITAL MANAGEMENT LLC MEMBER indirect 2004-04-01

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