GENERAL ATLANTIC, L.P.

HTTPS://TWITTER.COM/GENERALATLANTIC?LANG=EN • NEW YORK, NY • Investment Advisor How do I update this listing?

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General Atlantic is based out of New York. General Atlantic is a large advisory firm with 317 clients and discretionary assets under management (AUM) of $59,999,291,035 (Form ADV from 2021-10-01). Their last reported 13F filing for Q3 2021 included $17,077,682,000 in managed 13F securities and a top 10 holdings concentration of 93.56%. General Atlantic's largest holding is DLocal Limited Cl A with shares held of 62,402,180. General Atlantic has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 86 13F filings, 124 13D filings, 46 13G filings, and 34 Form 4 filings

09/30/2021

13F Activity

  • Market Value $17.078 Billion
  • Prior Market Value $14.137 Billion
  • New Purchases9 stocks
  • Additional Purchases1 stock
  • Sold out of1 stock
  • Reduced holdings in1 stock
  • Top 10 Holdings % 93.56 %
  • Turnover % [1]:40.00%
  • Turnover Alt % [2]: 2.71 %
  • Time Held Top20:1.65 quarters
  • Time Held Top10:1.70 quarters
  • Time Held All:2.60 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.

09/30/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-11-15

Performance for Q3 2021: -3.0%
Performance Last 4 Quarters: -0.17%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
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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

Global (ex. US) Holdings

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Source: Refinitiv

View Last Form Adv Compilation Report on Record

GENERAL ATLANTIC SERVICE COMPANY, L.P.
55 EAST 52ND STREET 33RD FLOOR
NEW YORK NY    10055
Country: United States
Business Phone: (212) 715-4000
Fax: (212) 759-5708
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Partnership
Organized in: DE
Number of employees: 372
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities:
Total Number of Clients: 317
Amount of client funds and securities by related persons: 59,977,000,000
Total Number of clients from related persons: 112
Disclosures:
Data above was derived from SEC filings.

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Insider Transactions in the past year

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GENERAL ATLANTIC SERVICE COMPANY, L.P.

ownership team - last updated 2021-06-04
Name Title Start Date Direct/Indirect % Ownership
FORD, WILLIAM, EDWARD LIMITED PARTNER, MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER OF GASC 02/01/2005 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2002-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER OF GASC AND GA LLC direct 2005-02-01
GENERAL ATLANTIC SERVICE CORPORATION DIRECTOR; PRESIDENT direct 2005-02-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR; CHIEF EXECUTIVE OFFICER direct 2005-02-01
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 2005-02-01
GENERAL ATLANTIC SERVICE CORPORATION MEMBER; PRESIDENT direct 2005-02-01
LANNING, CHRISTOPHER, GLENN LIMITED PARTNER, CHIEF LEGAL OFFICER, GENERAL COUNSEL, MANAGING DIRECTOR OF GASC 10/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR; GENERAL COUNSEL direct 2006-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2006-10-01
LEVY, ANTON, JONATHAN LIMITED PARTNER AND MANAGING DIRECTOR OF GASC 10/01/2006 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 2006-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2006-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC direct 2006-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2012-01-01
VORHOFF, NICHOLAS, ROBBERT LIMITED PARTNER AND MANAGING DIRECTOR OF GASC 01/01/2014 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2014-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2014-01-01
TOMPKINS, EDWARD, GRAVES LIMITED PARTNER MANAGING DIRECTOR OF GASC 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2015-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2015-01-01
CRAWFORD, ANDREW, WILLIAM LIMITED PARTNER MANAGING DIRECTOR OF GASC 07/01/2014 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2014-07-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2014-07-01
NAIK, SANDEEP, ACHYUT LIMITED PARTNER AND MANAGING DIRECTOR OF GASC 12/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2012-12-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2014-01-01
ESCOBARI LIFCHITZ, MARTIN, EMILIANO LIMITED PARTNER AND MANAGING DIRECTOR OF GASC 01/01/2012 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF THE REGISTRANT direct 2012-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2012-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2014-01-01
CAILLAUX, GABRIEL, PIERRE LIMITED PARTNER AND MANAGING DIRECTOR OF GASC 10/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 2010-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2010-10-01
PETTIT, KELLY, MARIE CHIEF COMPLIANCE OFFICER OF GASC 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC CHIEF COMPLIANCE OFFICER OF GASC AND GA LLC direct 2016-10-01
GASC GP, LLC GENERAL PARTNER OF GASC 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, L.P. GENERAL PARTNER OF GASC direct 2018-01-01
GOSK, MICHAEL, WILLIAM MANAGING DIRECTOR AND CHIEF FINANCIAL OFFICER 01/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, L.P. MANAGING DIRECTOR AND CHIEF FINANCIAL OFFICER direct 2020-01-01
ZHANG, CHI ERIC LIMITED PARTNER AND MANAGING DIRECTOR OF GASC 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2017-01-01
DENNING, STEVEN, AARON SHAREHOLDER OF GASC HOLDINGS, INC GASC HOLDINGS, INC 12/01/2005 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE CORPORATION SHAREHOLDER; DIRECTOR; PRESIDENT direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR AND CHAIRMAN OF GASC AND GA LLC direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR; CHAIRMAN direct 1993-11-01
GENERAL ATLANTIC SERVICE CORPORATION SHAREHOLDER; DIRECTOR; CHAIRMAN direct 1993-11-01
GENERAL ATLANTIC SERVICE CORPORATION MEMBER; DIRECTOR; CHAIRMAN direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2002-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC SHAREHOLDER OF GASC HOLDINGS, INC indirect 2005-12-01
EACHWIN CAPITAL, LP FINANCIAL PARTNER direct 2012-11-01
HODGSON, DAVID, CHARLES SHAREHOLDER OF GASC HOLDINGS, INC GASC HOLDINGS, INC 12/01/2005 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE CORPORATION SHAREHOLDER; DIRECTOR; VICE PRESIDENT AND SECRETARY direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR; VICE PRESIDENT AND SECRETARY direct 1993-11-01
GENERAL ATLANTIC SERVICE CORPORATION MEMBER; DIRECTOR; VICE PRESIDENT AND SECRETARY direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2002-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC SHAREHOLDER OF GASC HOLDINGS, INC indirect 2005-12-01
FORD, WILLIAM, EDWARD MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2002 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2002-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER OF GASC AND GA LLC direct 2005-02-01
GENERAL ATLANTIC SERVICE CORPORATION DIRECTOR; PRESIDENT direct 2005-02-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR; CHIEF EXECUTIVE OFFICER direct 2005-02-01
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 2005-02-01
GENERAL ATLANTIC SERVICE CORPORATION MEMBER; PRESIDENT direct 2005-02-01
LEVY, ANTON, JONATHAN MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 2006-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2006-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC direct 2006-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2012-01-01
NAIK, SANDEEP, ACHYUT MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2012-12-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2014-01-01
ESCOBARI LIFCHITZ, MARTIN, EMILIANO MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF THE REGISTRANT direct 2012-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2012-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2014-01-01
GASC MPG, LLC MEMBER OF GASC GP, LLC GASC GP, LLC 01/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, L.P. MEMBER OF GASC GP, LLC indirect 2018-01-01
TOMPKINS, EDWARD, GRAVES MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2015-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2015-01-01
CAILLAUX, GABRIEL, PIERRE MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 2010-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2010-10-01
VORHOFF, NICHOLAS, ROBBERT MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2020 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2014-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2014-01-01
CRAWFORD, ANDREW, WILLIAM MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2020 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2014-07-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2014-07-01
ZHANG, CHI ERIC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2021 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2017-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
GENERAL ATLANTIC PARTNERS 98E, L.P. United States 805-3395136644 Private Equity Fund 38,510 100,000,000
GAIP CERPI, L.P. United States 805-5051479316 Private Equity Fund 217,985,568 25,000,000 Fund of Funds
GAIP 2019 AIV B, L.P. United States 805-8412553260 Private Equity Fund 139,025,895 25,000,000 Fund of Funds
GAPCO IV (L) BLOCKER, LTD. Bermuda 805-3654262704 Private Equity Fund 590,817 0
GENERAL ATLANTIC INVESTMENT PARTNERS 2016, L.P. United States 805-8097958220 Private Equity Fund 205,252,563 50,000,000 Fund of Funds
GENERAL ATLANTIC PARTNERS 99A, L.P. United States 805-5117937474 Private Equity Fund 10,260,573 100,000,000
GA RV (COMMON) EXIT, L.P. United States 805-2405001813 Private Equity Fund 102,210,739 0
GAP COINVESTMENTS CDA, L.P. United States 805-1681615012 Private Equity Fund 308,865,878 0
GENERAL ATLANTIC INVESTMENT PARTNERS I, L.P. United States 805-8977836833 Private Equity Fund 154,468,145 50,000,000 Fund of Funds
GENERAL ATLANTIC (MH) COINVEST A, L.P. United States 805-5416835645 Private Equity Fund 28,241,588 0 Fund of Funds
GENERAL ATLANTIC RL COINVEST, L.P. Bermuda 805-2212890563 Private Equity Fund 150,621,846 0 Fund of Funds
GENERAL ATLANTIC UNIVERSE COINVEST, L.P. Bermuda 805-5847908487 Private Equity Fund 127,207,029 25,000,000 Fund of Funds
GAPCO APF, L.P. Bermuda 805-9536057559 Private Equity Fund 12,473,737 0
FORCASTLE, L.P. Bermuda 805-2973256958 Private Equity Fund 99,114,151 25,000,000 Fund of Funds
GA RV 2020, L.P. United States 805-3150554342 Private Equity Fund 941,893,587 10,000,000
GA RV GAPCO, L.P. United States 805-4053266150 Private Equity Fund 117,664,745 0
GENERAL ATLANTIC PARTNERS 92A, L.P United States 805-1854469542 Private Equity Fund 113,100,507 100,000,000
GENERAL ATLANTIC PARTNERS 99D, L.P. United States 805-2545950384 Private Equity Fund 9,810,508 100,000,000
GENERAL ATLANTIC PARTNERS 90, L.P. United States 805-4268422527 Private Equity Fund 415,718,237 100,000,000
GAIP 2016 (BERMUDA) OCEAN AIV, L.P. Bermuda 805-3177715893 Private Equity Fund 1,714,411 50,000,000
GENERAL ATLANTIC (NS) BERMUDA COINVEST, L.P. Bermuda 805-9748902238 Private Equity Fund 103,612,984 0 Fund of Funds
GAP COINVESTMENTS IV, LLC United States 805-6958722074 Private Equity Fund 165,165,339 0
GENERAL ATLANTIC PARTNERS 99I, L.P. United States 805-7899655665 Private Equity Fund 10,196,646 100,000,000
GENERAL ATLANTIC PARTNERS 92B, L.P United States 805-2127419651 Private Equity Fund 89,422,373 100,000,000
GENERAL ATLANTIC PARTNERS 98D, L.P. United States 805-3539307285 Private Equity Fund 43,648 100,000,000
GENERAL ATLANTIC PARTNERS (BERMUDA) EU, L.P. Bermuda 805-3291333549 Private Equity Fund 413,349,730 50,000,000
GAIP 2017 (BERMUDA) AIV, L.P. Bermuda 805-2833175381 Private Equity Fund 2,497,808,856 25,000,000 Fund of Funds
GAIP 2016 (BERMUDA) AIV, L.P. Bermuda 805-7358556982 Private Equity Fund 542,095,977 50,000,000 Fund of Funds
GENERAL ATLANTIC PARTNERS 99C, L.P. United States 805-4662828292 Private Equity Fund 9,797,953 100,000,000
GENERAL ATLANTIC PARTNERS 92E, L.P United States 805-7248409567 Private Equity Fund 131,965,766 100,000,000
GENERAL ATLANTIC PARTNERS 92F, L.P United States 805-4687785868 Private Equity Fund 75,731,553 100,000,000
GENERAL ATLANTIC PARTNERS 92G, L.P United States 805-6928893982 Private Equity Fund 89,558,390 100,000,000
GAIP 2021 (BERMUDA) AIV, L.P. Bermuda 805-9212701350 Private Equity Fund 10,089,218 25,000,000 Fund of Funds
GENERAL ATLANTIC PARTNERS (BERMUDA) OCEAN AIV, L.P. Bermuda 805-8908883868 Private Equity Fund 83,123,218 100,000,000
GA RV (CLASS A) CONTINUATION, L.P. United States 805-9501137993 Private Equity Fund 255,046,969 0
GENERAL ATLANTIC PARTNERS (BERMUDA) C, L.P. Bermuda 805-2422059755 Private Equity Fund 198,029,736 25,000,000 Fund of Funds
GENERAL ATLANTIC PARTNERS 99E, L.P. United States 805-9289376953 Private Equity Fund 24,723,251 100,000,000
GAPCO III (L) BLOCKER, LTD. Bermuda 805-6825817418 Private Equity Fund 15,711,759 0
GENERAL ATLANTIC INVESTMENT PARTNERS 2019, L.P. United States 805-2003247355 Private Equity Fund 181,397,587 25,000,000 Fund of Funds
GAP-W INTERNATIONAL, LLC United States 805-1237041376 Private Equity Fund 1,644,687 100,000,000
GAPSTAR, LLC United States 805-8717200812 Private Equity Fund 2,133,035 0
GENERAL ATLANTIC PARTNERS 92J, L.P United States 805-2361006966 Private Equity Fund 106,930,846 100,000,000
STEAMBOAT PARK INVESTMENTS, LLC United States 805-4417282865 Private Equity Fund 303,500,362 0 Fund of Funds
GAP COINVESTMENTS V, LLC United States 805-3273485072 Private Equity Fund 558,063,842 0
GENERAL ATLANTIC INVESTMENT PARTNERS 2013, L.P. United States 805-2260347892 Private Equity Fund 1,440,867,069 50,000,000 Fund of Funds
GENERAL ATLANTIC PARTNERS AIV-1 A, L.P. United States 805-5637665665 Private Equity Fund 1,897,745,093 100,000,000
GENERAL ATLANTIC PARTNERS 98A, L.P. United States 805-1049388327 Private Equity Fund 46,509 100,000,000
GENERAL ATLANTIC PARTNERS 98G, L.P. United States 805-2216094660 Private Equity Fund 39,628 100,000,000
GENERAL ATLANTIC JP COINVEST, L.P. Bermuda 805-5258554237 Private Equity Fund 284,792,536 0 Fund of Funds
GENERAL ATLANTIC PARTNERS 93, L.P. United States 805-7891158293 Private Equity Fund 4,551,992,247 100,000,000
GENERAL ATLANTIC PARTNERS 98C, L.P. United States 805-4422936854 Private Equity Fund 49,565 100,000,000
GAIP 2019 AIV A, L.P. United States 805-7770810767 Private Equity Fund 50,544,332 25,000,000 Fund of Funds
GAIP 2013 (BERMUDA) OCEAN AIV, L.P. Bermuda 805-6322536426 Private Equity Fund 8,696,255 50,000,000
GENERAL ATLANTIC PARTNERS 98B, L.P. United States 805-5315108014 Private Equity Fund 43,820 100,000,000
GENERAL ATLANTIC PARTNERS (BERMUDA) IV, L.P. Bermuda 805-1242769925 Private Equity Fund 14,872,718,676 100,000,000
GENERAL ATLANTIC PARTNERS 92C, L.P United States 805-4045821698 Private Equity Fund 104,608,472 100,000,000
GENERAL ATLANTIC PARTNERS 92D, L.P United States 805-2651841252 Private Equity Fund 131,550,737 100,000,000
GAIP 2019 (BERMUDA) AIV, L.P. Bermuda 805-5118184093 Private Equity Fund 470,680,458 25,000,000 Fund of Funds
GAPCO V (L) BLOCKER, LTD. Bermuda 805-5635094499 Private Equity Fund 2,448,569 0
GAPCO CDA (L) BLOCKER, LTD. Bermuda 805-6597995326 Private Equity Fund 817,858 0
GENERAL ATLANTIC INVESTMENT PARTNERS SCSP SICAV-RAIF Luxembourg 805-4396340349 Private Equity Fund 0 25,000,000 Fund of Funds
GA RV (CLASS B) COINVEST EXIT, L.P. United States 805-1458776336 Private Equity Fund 4,981,626 0
GENERAL ATLANTIC (MH) COINVEST B, L.P. United States 805-2217797290 Private Equity Fund 293,004,957 0 Fund of Funds
GA RV (CLASS A) EXIT, L.P. United States 805-3491868939 Private Equity Fund 404,034,037 0
KAISER BLOCKER, L.P. United States 805-3537850461 Private Equity Fund 11,263,841 25,000,000 Fund of Funds
GAIP 2021 AIV A, LP United States 805-4998988663 Private Equity Fund 0 25,000,000 Fund of Funds
GAIP 2021 AIV B, LP United States 805-2072975018 Private Equity Fund 0 25,000,000 Fund of Funds
GA RV (CLASS B) COINVEST CONTINUATION, LP United States 805-2860177599 Private Equity Fund 41,783,577 0
GA RV (CLASS B) EXIT, L.P. United States 805-7740166580 Private Equity Fund 33,035,072 0
GA RV (COMMON) CONTINUATION, L.P. United States 805-2728879224 Private Equity Fund 160,719,408 0
GA RV COINVEST-D, L.P. United States 805-1269091462 Private Equity Fund 200,000,000 100,000,000
GENERAL ATLANTIC (RV) COINVEST, L.P. United States 805-3784475261 Private Equity Fund 4,380 0
GENERAL ATLANTIC FORTUNE COINVEST, L.P. Bermuda 805-9930732936 Private Equity Fund 435,346,560 0 Fund of Funds
GAP COINVESTMENTS VI, LLC United States 805-3247771762 Private Equity Fund 1,294,067 0
ATLANTIC PARK STRATEGIC CAPITAL MASTER FUND, L.P. United States 805-6600781748 Private Equity Fund 462,727,436 25,000,000 Master Fund
ATLANTIC PARK STRATEGIC CAPITAL PARALLEL MASTER FUND, L.P United States 805-7951335964 Private Equity Fund 23,309,375 25,000,000 Master Fund
GENERAL ATLANTIC PARTNERS 92H, L.P United States 805-8882229142 Private Equity Fund 121,352,839 100,000,000
GENERAL ATLANTIC PARTNERS (LUX), SCSP Luxembourg 805-5147767558 Private Equity Fund 23,329,989 50,000,000
GENERAL ATLANTIC PARTNERS 92I, L.P United States 805-4174749242 Private Equity Fund 126,561,761 100,000,000
GA RV (CLASS B) CONTINUATION, L.P. United States 805-1710855145 Private Equity Fund 129,493,546 0
GENERAL ATLANTIC PARTNERS 98J, L.P United States 805-2088317806 Private Equity Fund 47,813 100,000,000
GENERAL ATLANTIC PARTNERS 87, L.P. United States 805-7878370594 Private Equity Fund 52,485,293 100,000,000
GENERAL ATLANTIC PARTNERS 88, L.P. United States 805-7781135073 Private Equity Fund 142,613 100,000,000
GENERAL ATLANTIC PARTNERS 98H, L.P. United States 805-4303069704 Private Equity Fund 45,653 100,000,000
GENERAL ATLANTIC PARTNERS 98I, L.P. United States 805-6927659387 Private Equity Fund 284,315 100,000,000
GAP COINVESTMENTS (BERMUDA) OCEAN AIV A, L.P. Bermuda 805-5366098856 Private Equity Fund 20,992,347 0
GENERAL ATLANTIC PARTNERS (BERMUDA) III, L.P. Bermuda 805-6292680523 Private Equity Fund 3,177,153,356 100,000,000
GENERAL ATLANTIC PARTNERS 99B, L.P. United States 805-5815923981 Private Equity Fund 9,793,821 100,000,000
GAPCO GMBH & CO. KG Germany 805-6661278178 Private Equity Fund 6,743,052 0
GENERAL ATLANTIC PARTNERS 99F, L.P. United States 805-6130765169 Private Equity Fund 8,892,614 100,000,000
GENERAL ATLANTIC PARTNERS 99G, L.P. United States 805-4952258058 Private Equity Fund 10,095,565 100,000,000
GENERAL ATLANTIC INVESTMENT PARTNERS 2017, L.P. United States 805-7700280826 Private Equity Fund 837,078,903 25,000,000 Fund of Funds
GAIP 2013 AIV B, LP United States 805-2242679471 Private Equity Fund 24,638,374 50,000,000 Fund of Funds
GENERAL ATLANTIC PARTNERS AIV-1 B, L.P. United States 805-2631485033 Private Equity Fund 3,111,807,474 100,000,000
GAP COINVESTMENTS (BERMUDA) OCEAN AIV B, L.P. Bermuda 805-8268896852 Private Equity Fund 4,020,779 0
GAIP 2013 AIV A, LP United States 805-8364787638 Private Equity Fund 23,666,914 50,000,000 Fund of Funds
GENERAL ATLANTIC PARTNERS 98F, L.P United States 805-4523878858 Private Equity Fund 42,706 100,000,000
GAP-W HOLDINGS, LP United States 805-7260628522 Private Equity Fund 44,316 100,000,000
GAP-W, LLC United States 805-4373467829 Private Equity Fund 15,365,055 100,000,000
GENERAL ATLANTIC PARTNERS 99H, L.P. United States 805-4720353263 Private Equity Fund 10,095,947 100,000,000
GENERAL ATLANTIC INVESTMENT PARTNERS 2021, L.P. United States 805-7431919171 Private Equity Fund 56,688,895 25,000,000 Fund of Funds
GAIP 2016 AIV B, L.P. United States 805-2970585170 Private Equity Fund 62,317,176 50,000,000 Fund of Funds
GAIP 2017 AIV A, LP United States 805-4038885302 Private Equity Fund 393,487,807 25,000,000 Fund of Funds
GENERAL ATLANTIC PARTNERS 100, L.P. United States 805-8080972556 Private Equity Fund 7,979,975,778 50,000,000
GAIP 2016 AIV A, L.P. United States 805-4832264563 Private Equity Fund 104,634,811 50,000,000 Fund of Funds
GAIP 2017 AIV B, LP United States 805-6115002897 Private Equity Fund 682,183,456 25,000,000 Fund of Funds
MADISON PARK CAPITAL, LLC United States 805-3879653036 Other Private Fund HEDGE FUNDS AND REAL ESTATE FUNDS 205,245,818 0 Fund of Funds
GENERAL ATLANTIC PARTNERS 95, L.P. United States 805-9935295818 Private Equity Fund 993,313,137 100,000,000
GAP-W INTERNATIONAL, L.P. Bermuda 805-6798661136 Private Equity Fund 770,008 100,000,000
GAP COINVESTMENTS III, LLC United States 805-3153540343 Private Equity Fund 2,468,193,176 0
GENERAL ATLANTIC PARTNERS (BERMUDA), L.P. Bermuda 805-3074845905 Private Equity Fund 2,995,969 100,000,000
GENERAL ATLANTIC PARTNERS (BERMUDA) II, L.P. Bermuda 805-7489414620 Private Equity Fund 315,708,658 100,000,000
GENERAL ATLANTIC PARTNERS 99J, L.P. United States 805-2685107194 Private Equity Fund 10,480,843 100,000,000

GENERAL ATLANTIC SERVICE COMPANY, L.P.

ownership team - last updated 2021-03-31
Name Title Start Date Direct/Indirect % Ownership
FORD, WILLIAM, EDWARD LIMITED PARTNER, MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER OF GASC 02/01/2005 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2002-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER OF GASC AND GA LLC direct 2005-02-01
GENERAL ATLANTIC SERVICE CORPORATION DIRECTOR; PRESIDENT direct 2005-02-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR; CHIEF EXECUTIVE OFFICER direct 2005-02-01
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 2005-02-01
GENERAL ATLANTIC SERVICE CORPORATION MEMBER; PRESIDENT direct 2005-02-01
LANNING, CHRISTOPHER, GLENN LIMITED PARTNER, CHIEF LEGAL OFFICER, GENERAL COUNSEL, MANAGING DIRECTOR OF GASC 10/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR; GENERAL COUNSEL direct 2006-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2006-10-01
LEVY, ANTON, JONATHAN LIMITED PARTNER AND MANAGING DIRECTOR OF GASC 10/01/2006 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 2006-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2006-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC direct 2006-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2012-01-01
VORHOFF, NICHOLAS, ROBBERT LIMITED PARTNER AND MANAGING DIRECTOR OF GASC 01/01/2014 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2014-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2014-01-01
TOMPKINS, EDWARD, GRAVES LIMITED PARTNER MANAGING DIRECTOR OF GASC 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2015-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2015-01-01
CRAWFORD, ANDREW, WILLIAM LIMITED PARTNER MANAGING DIRECTOR OF GASC 07/01/2014 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2014-07-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2014-07-01
NAIK, SANDEEP, ACHYUT LIMITED PARTNER AND MANAGING DIRECTOR OF GASC 12/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2012-12-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2014-01-01
ESCOBARI LIFCHITZ, MARTIN, EMILIANO LIMITED PARTNER AND MANAGING DIRECTOR OF GASC 01/01/2012 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF THE REGISTRANT direct 2012-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2012-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2014-01-01
CAILLAUX, GABRIEL, PIERRE LIMITED PARTNER AND MANAGING DIRECTOR OF GASC 10/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 2010-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2010-10-01
PETTIT, KELLY, MARIE CHIEF COMPLIANCE OFFICER OF GASC 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC CHIEF COMPLIANCE OFFICER OF GASC AND GA LLC direct 2016-10-01
GASC GP, LLC GENERAL PARTNER OF GASC 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, L.P. GENERAL PARTNER OF GASC direct 2018-01-01
GOSK, MICHAEL, WILLIAM MANAGING DIRECTOR AND CHIEF FINANCIAL OFFICER 01/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, L.P. MANAGING DIRECTOR AND CHIEF FINANCIAL OFFICER direct 2020-01-01
ZHANG, CHI ERIC LIMITED PARTNER AND MANAGING DIRECTOR OF GASC 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2017-01-01
FORD, WILLIAM, EDWARD LIMITED PARTNER, MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER OF GASC 02/01/2005 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2002-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER OF GASC AND GA LLC direct 2005-02-01
GENERAL ATLANTIC SERVICE CORPORATION DIRECTOR; PRESIDENT direct 2005-02-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR; CHIEF EXECUTIVE OFFICER direct 2005-02-01
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 2005-02-01
GENERAL ATLANTIC SERVICE CORPORATION MEMBER; PRESIDENT direct 2005-02-01
LANNING, CHRISTOPHER, GLENN LIMITED PARTNER, CHIEF LEGAL OFFICER, GENERAL COUNSEL, MANAGING DIRECTOR OF GASC 10/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR; GENERAL COUNSEL direct 2006-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2006-10-01
LEVY, ANTON, JONATHAN LIMITED PARTNER AND MANAGING DIRECTOR OF GASC 10/01/2006 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 2006-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2006-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC direct 2006-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2012-01-01
VORHOFF, NICHOLAS, ROBBERT LIMITED PARTNER AND MANAGING DIRECTOR OF GASC 01/01/2014 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2014-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2014-01-01
TOMPKINS, EDWARD, GRAVES LIMITED PARTNER MANAGING DIRECTOR OF GASC 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2015-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2015-01-01
CRAWFORD, ANDREW, WILLIAM LIMITED PARTNER MANAGING DIRECTOR OF GASC 07/01/2014 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2014-07-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2014-07-01
NAIK, SANDEEP, ACHYUT LIMITED PARTNER AND MANAGING DIRECTOR OF GASC 12/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2012-12-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2014-01-01
ESCOBARI LIFCHITZ, MARTIN, EMILIANO LIMITED PARTNER AND MANAGING DIRECTOR OF GASC 01/01/2012 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF THE REGISTRANT direct 2012-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2012-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2014-01-01
CAILLAUX, GABRIEL, PIERRE LIMITED PARTNER AND MANAGING DIRECTOR OF GASC 10/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 2010-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2010-10-01
PETTIT, KELLY, MARIE CHIEF COMPLIANCE OFFICER OF GASC 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC CHIEF COMPLIANCE OFFICER OF GASC AND GA LLC direct 2016-10-01
GASC GP, LLC GENERAL PARTNER OF GASC 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, L.P. GENERAL PARTNER OF GASC direct 2018-01-01
GOSK, MICHAEL, WILLIAM MANAGING DIRECTOR AND CHIEF FINANCIAL OFFICER 01/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, L.P. MANAGING DIRECTOR AND CHIEF FINANCIAL OFFICER direct 2020-01-01
ZHANG, CHI ERIC LIMITED PARTNER AND MANAGING DIRECTOR OF GASC 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2017-01-01
DENNING, STEVEN, AARON SHAREHOLDER OF GASC HOLDINGS, INC GASC HOLDINGS, INC 12/01/2005 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE CORPORATION SHAREHOLDER; DIRECTOR; PRESIDENT direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR AND CHAIRMAN OF GASC AND GA LLC direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR; CHAIRMAN direct 1993-11-01
GENERAL ATLANTIC SERVICE CORPORATION SHAREHOLDER; DIRECTOR; CHAIRMAN direct 1993-11-01
GENERAL ATLANTIC SERVICE CORPORATION MEMBER; DIRECTOR; CHAIRMAN direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2002-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC SHAREHOLDER OF GASC HOLDINGS, INC indirect 2005-12-01
EACHWIN CAPITAL, LP FINANCIAL PARTNER direct 2012-11-01
HODGSON, DAVID, CHARLES SHAREHOLDER OF GASC HOLDINGS, INC GASC HOLDINGS, INC 12/01/2005 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE CORPORATION SHAREHOLDER; DIRECTOR; VICE PRESIDENT AND SECRETARY direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR; VICE PRESIDENT AND SECRETARY direct 1993-11-01
GENERAL ATLANTIC SERVICE CORPORATION MEMBER; DIRECTOR; VICE PRESIDENT AND SECRETARY direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2002-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC SHAREHOLDER OF GASC HOLDINGS, INC indirect 2005-12-01
FORD, WILLIAM, EDWARD MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2002 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2002-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER OF GASC AND GA LLC direct 2005-02-01
GENERAL ATLANTIC SERVICE CORPORATION DIRECTOR; PRESIDENT direct 2005-02-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR; CHIEF EXECUTIVE OFFICER direct 2005-02-01
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 2005-02-01
GENERAL ATLANTIC SERVICE CORPORATION MEMBER; PRESIDENT direct 2005-02-01
LEVY, ANTON, JONATHAN MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 2006-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2006-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC direct 2006-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2012-01-01
NAIK, SANDEEP, ACHYUT MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2012-12-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2014-01-01
ESCOBARI LIFCHITZ, MARTIN, EMILIANO MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF THE REGISTRANT direct 2012-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2012-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2014-01-01
GASC MPG, LLC MEMBER OF GASC GP, LLC GASC GP, LLC 01/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, L.P. MEMBER OF GASC GP, LLC indirect 2018-01-01
TOMPKINS, EDWARD, GRAVES MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2015-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2015-01-01
CAILLAUX, GABRIEL, PIERRE MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 2010-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2010-10-01
VORHOFF, NICHOLAS, ROBBERT MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2020 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2014-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2014-01-01
CRAWFORD, ANDREW, WILLIAM MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2020 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2014-07-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2014-07-01
ZHANG, CHI ERIC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2021 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2017-01-01
DENNING, STEVEN, AARON SHAREHOLDER OF GASC HOLDINGS, INC GASC HOLDINGS, INC 12/01/2005 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE CORPORATION SHAREHOLDER; DIRECTOR; PRESIDENT direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR AND CHAIRMAN OF GASC AND GA LLC direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR; CHAIRMAN direct 1993-11-01
GENERAL ATLANTIC SERVICE CORPORATION SHAREHOLDER; DIRECTOR; CHAIRMAN direct 1993-11-01
GENERAL ATLANTIC SERVICE CORPORATION MEMBER; DIRECTOR; CHAIRMAN direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2002-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC SHAREHOLDER OF GASC HOLDINGS, INC indirect 2005-12-01
EACHWIN CAPITAL, LP FINANCIAL PARTNER direct 2012-11-01
HODGSON, DAVID, CHARLES SHAREHOLDER OF GASC HOLDINGS, INC GASC HOLDINGS, INC 12/01/2005 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE CORPORATION SHAREHOLDER; DIRECTOR; VICE PRESIDENT AND SECRETARY direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR; VICE PRESIDENT AND SECRETARY direct 1993-11-01
GENERAL ATLANTIC SERVICE CORPORATION MEMBER; DIRECTOR; VICE PRESIDENT AND SECRETARY direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2002-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC SHAREHOLDER OF GASC HOLDINGS, INC indirect 2005-12-01
FORD, WILLIAM, EDWARD MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2002 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2002-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER OF GASC AND GA LLC direct 2005-02-01
GENERAL ATLANTIC SERVICE CORPORATION DIRECTOR; PRESIDENT direct 2005-02-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR; CHIEF EXECUTIVE OFFICER direct 2005-02-01
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 2005-02-01
GENERAL ATLANTIC SERVICE CORPORATION MEMBER; PRESIDENT direct 2005-02-01
LEVY, ANTON, JONATHAN MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 2006-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2006-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC direct 2006-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2012-01-01
NAIK, SANDEEP, ACHYUT MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2012-12-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2014-01-01
ESCOBARI LIFCHITZ, MARTIN, EMILIANO MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF THE REGISTRANT direct 2012-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2012-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2014-01-01
GASC MPG, LLC MEMBER OF GASC GP, LLC GASC GP, LLC 01/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, L.P. MEMBER OF GASC GP, LLC indirect 2018-01-01
TOMPKINS, EDWARD, GRAVES MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2015-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2015-01-01
CAILLAUX, GABRIEL, PIERRE MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 2010-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2010-10-01
VORHOFF, NICHOLAS, ROBBERT MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2020 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2014-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2014-01-01
CRAWFORD, ANDREW, WILLIAM MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2020 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2014-07-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2014-07-01
ZHANG, CHI ERIC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2021 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2017-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
GENERAL ATLANTIC INVESTMENT PARTNERS 2016, L.P. United States 805-8097958220 Private Equity Fund 205,252,563 50,000,000 Fund of Funds
GENERAL ATLANTIC PARTNERS 99A, L.P. United States 805-5117937474 Private Equity Fund 10,260,573 100,000,000
GA RV (COMMON) EXIT, L.P. United States 805-2405001813 Private Equity Fund 102,210,739 0
GA RV 2020, L.P. United States 805-3150554342 Private Equity Fund 941,893,587 10,000,000
GA RV GAPCO, L.P. United States 805-4053266150 Private Equity Fund 117,664,745 0
GENERAL ATLANTIC PARTNERS 92A, L.P United States 805-1854469542 Private Equity Fund 113,100,507 100,000,000
GENERAL ATLANTIC PARTNERS 99D, L.P. United States 805-2545950384 Private Equity Fund 9,810,508 100,000,000
GENERAL ATLANTIC PARTNERS 90, L.P. United States 805-4268422527 Private Equity Fund 415,718,237 100,000,000
GAIP 2016 (BERMUDA) OCEAN AIV, L.P. Bermuda 805-3177715893 Private Equity Fund 1,714,411 50,000,000
GENERAL ATLANTIC (NS) BERMUDA COINVEST, L.P. Bermuda 805-9748902238 Private Equity Fund 103,612,984 0 Fund of Funds
GAP COINVESTMENTS IV, LLC United States 805-6958722074 Private Equity Fund 165,165,339 0
GAP COINVESTMENTS CDA, L.P. United States 805-1681615012 Private Equity Fund 308,865,878 0
GENERAL ATLANTIC INVESTMENT PARTNERS I, L.P. United States 805-8977836833 Private Equity Fund 154,468,145 50,000,000 Fund of Funds
GENERAL ATLANTIC (MH) COINVEST A, L.P. United States 805-5416835645 Private Equity Fund 28,241,588 0 Fund of Funds
GENERAL ATLANTIC RL COINVEST, L.P. Bermuda 805-2212890563 Private Equity Fund 150,621,846 0 Fund of Funds
GENERAL ATLANTIC UNIVERSE COINVEST, L.P. Bermuda 805-5847908487 Private Equity Fund 127,207,029 25,000,000 Fund of Funds
GAPCO APF, L.P. Bermuda 805-9536057559 Private Equity Fund 12,473,737 0
FORCASTLE, L.P. Bermuda 805-2973256958 Private Equity Fund 99,114,151 25,000,000 Fund of Funds
GENERAL ATLANTIC (RV) COINVEST, L.P. United States 805-3784475261 Private Equity Fund 4,380 0
GENERAL ATLANTIC FORTUNE COINVEST, L.P. Bermuda 805-9930732936 Private Equity Fund 435,346,560 0 Fund of Funds
GAP COINVESTMENTS VI, LLC United States 805-3247771762 Private Equity Fund 1,294,067 0
GENERAL ATLANTIC INVESTMENT PARTNERS 2021, L.P. United States 805-7431919171 Private Equity Fund 56,688,895 25,000,000 Fund of Funds
GAIP 2016 AIV B, L.P. United States 805-2970585170 Private Equity Fund 62,317,176 50,000,000 Fund of Funds
GAIP 2017 AIV A, LP United States 805-4038885302 Private Equity Fund 393,487,807 25,000,000 Fund of Funds
GENERAL ATLANTIC PARTNERS 100, L.P. United States 805-8080972556 Private Equity Fund 7,979,975,778 50,000,000
GAIP 2016 AIV A, L.P. United States 805-4832264563 Private Equity Fund 104,634,811 50,000,000 Fund of Funds
GAIP 2017 AIV B, LP United States 805-6115002897 Private Equity Fund 682,183,456 25,000,000 Fund of Funds
MADISON PARK CAPITAL, LLC United States 805-3879653036 Other Private Fund HEDGE FUNDS AND REAL ESTATE FUNDS 205,245,818 0 Fund of Funds
GENERAL ATLANTIC PARTNERS 95, L.P. United States 805-9935295818 Private Equity Fund 993,313,137 100,000,000
GAP-W INTERNATIONAL, L.P. Bermuda 805-6798661136 Private Equity Fund 770,008 100,000,000
GAP COINVESTMENTS III, LLC United States 805-3153540343 Private Equity Fund 2,468,193,176 0
GENERAL ATLANTIC PARTNERS (BERMUDA), L.P. Bermuda 805-3074845905 Private Equity Fund 2,995,969 100,000,000
GENERAL ATLANTIC PARTNERS (BERMUDA) II, L.P. Bermuda 805-7489414620 Private Equity Fund 315,708,658 100,000,000
GENERAL ATLANTIC PARTNERS 99J, L.P. United States 805-2685107194 Private Equity Fund 10,480,843 100,000,000
GENERAL ATLANTIC PARTNERS 99I, L.P. United States 805-7899655665 Private Equity Fund 10,196,646 100,000,000
GENERAL ATLANTIC PARTNERS 92B, L.P United States 805-2127419651 Private Equity Fund 89,422,373 100,000,000
GENERAL ATLANTIC PARTNERS 98D, L.P. United States 805-3539307285 Private Equity Fund 43,648 100,000,000
GENERAL ATLANTIC PARTNERS 98E, L.P. United States 805-3395136644 Private Equity Fund 38,510 100,000,000
GAIP CERPI, L.P. United States 805-5051479316 Private Equity Fund 217,985,568 25,000,000 Fund of Funds
GAIP 2019 AIV B, L.P. United States 805-8412553260 Private Equity Fund 139,025,895 25,000,000 Fund of Funds
GAPCO IV (L) BLOCKER, LTD. Bermuda 805-3654262704 Private Equity Fund 590,817 0
GAIP 2017 (BERMUDA) AIV, L.P. Bermuda 805-2833175381 Private Equity Fund 2,497,808,856 25,000,000 Fund of Funds
GAIP 2016 (BERMUDA) AIV, L.P. Bermuda 805-7358556982 Private Equity Fund 542,095,977 50,000,000 Fund of Funds
GENERAL ATLANTIC PARTNERS 99C, L.P. United States 805-4662828292 Private Equity Fund 9,797,953 100,000,000
GENERAL ATLANTIC PARTNERS 92E, L.P United States 805-7248409567 Private Equity Fund 131,965,766 100,000,000
GENERAL ATLANTIC PARTNERS 92F, L.P United States 805-4687785868 Private Equity Fund 75,731,553 100,000,000
GENERAL ATLANTIC PARTNERS 92G, L.P United States 805-6928893982 Private Equity Fund 89,558,390 100,000,000
GAIP 2021 (BERMUDA) AIV, L.P. Bermuda 805-9212701350 Private Equity Fund 10,089,218 25,000,000 Fund of Funds
GA RV (CLASS A) CONTINUATION, L.P. United States 805-9501137993 Private Equity Fund 255,046,969 0
GENERAL ATLANTIC PARTNERS (BERMUDA) C, L.P. Bermuda 805-2422059755 Private Equity Fund 198,029,736 25,000,000 Fund of Funds
GENERAL ATLANTIC PARTNERS 99E, L.P. United States 805-9289376953 Private Equity Fund 24,723,251 100,000,000
GAPCO III (L) BLOCKER, LTD. Bermuda 805-6825817418 Private Equity Fund 15,711,759 0
GENERAL ATLANTIC INVESTMENT PARTNERS 2019, L.P. United States 805-2003247355 Private Equity Fund 181,397,587 25,000,000 Fund of Funds
GAP-W INTERNATIONAL, LLC United States 805-1237041376 Private Equity Fund 1,644,687 100,000,000
GAPSTAR, LLC United States 805-8717200812 Private Equity Fund 2,133,035 0
GENERAL ATLANTIC PARTNERS 92J, L.P United States 805-2361006966 Private Equity Fund 106,930,846 100,000,000
STEAMBOAT PARK INVESTMENTS, LLC United States 805-4417282865 Private Equity Fund 303,500,362 0 Fund of Funds
GAP COINVESTMENTS V, LLC United States 805-3273485072 Private Equity Fund 558,063,842 0
GENERAL ATLANTIC INVESTMENT PARTNERS 2013, L.P. United States 805-2260347892 Private Equity Fund 1,440,867,069 50,000,000 Fund of Funds
GENERAL ATLANTIC PARTNERS AIV-1 A, L.P. United States 805-5637665665 Private Equity Fund 1,897,745,093 100,000,000
GENERAL ATLANTIC PARTNERS 98A, L.P. United States 805-1049388327 Private Equity Fund 46,509 100,000,000
GENERAL ATLANTIC PARTNERS 98G, L.P. United States 805-2216094660 Private Equity Fund 39,628 100,000,000
GENERAL ATLANTIC PARTNERS 93, L.P. United States 805-7891158293 Private Equity Fund 4,551,992,247 100,000,000
GENERAL ATLANTIC PARTNERS 98C, L.P. United States 805-4422936854 Private Equity Fund 49,565 100,000,000
GAIP 2019 AIV A, L.P. United States 805-7770810767 Private Equity Fund 50,544,332 25,000,000 Fund of Funds
ATLANTIC PARK STRATEGIC CAPITAL MASTER FUND, L.P. United States 805-6600781748 Private Equity Fund 462,727,436 25,000,000 Master Fund
ATLANTIC PARK STRATEGIC CAPITAL PARALLEL MASTER FUND, L.P United States 805-7951335964 Private Equity Fund 23,309,375 25,000,000 Master Fund
GENERAL ATLANTIC PARTNERS 92H, L.P United States 805-8882229142 Private Equity Fund 121,352,839 100,000,000
GENERAL ATLANTIC PARTNERS (LUX), SCSP Luxembourg 805-5147767558 Private Equity Fund 23,329,989 50,000,000
GENERAL ATLANTIC PARTNERS 92I, L.P United States 805-4174749242 Private Equity Fund 126,561,761 100,000,000
GA RV (CLASS B) CONTINUATION, L.P. United States 805-1710855145 Private Equity Fund 129,493,546 0
GENERAL ATLANTIC PARTNERS 98J, L.P United States 805-2088317806 Private Equity Fund 47,813 100,000,000
GENERAL ATLANTIC PARTNERS 87, L.P. United States 805-7878370594 Private Equity Fund 52,485,293 100,000,000
GENERAL ATLANTIC PARTNERS 88, L.P. United States 805-7781135073 Private Equity Fund 142,613 100,000,000
GENERAL ATLANTIC PARTNERS 98H, L.P. United States 805-4303069704 Private Equity Fund 45,653 100,000,000
GENERAL ATLANTIC PARTNERS 98I, L.P. United States 805-6927659387 Private Equity Fund 284,315 100,000,000
GAP COINVESTMENTS (BERMUDA) OCEAN AIV A, L.P. Bermuda 805-5366098856 Private Equity Fund 20,992,347 0
GENERAL ATLANTIC PARTNERS (BERMUDA) III, L.P. Bermuda 805-6292680523 Private Equity Fund 3,177,153,356 100,000,000
GENERAL ATLANTIC PARTNERS 99B, L.P. United States 805-5815923981 Private Equity Fund 9,793,821 100,000,000
GAPCO GMBH & CO. KG Germany 805-6661278178 Private Equity Fund 6,743,052 0
GENERAL ATLANTIC PARTNERS 99F, L.P. United States 805-6130765169 Private Equity Fund 8,892,614 100,000,000
GENERAL ATLANTIC PARTNERS 99G, L.P. United States 805-4952258058 Private Equity Fund 10,095,565 100,000,000
GENERAL ATLANTIC INVESTMENT PARTNERS 2017, L.P. United States 805-7700280826 Private Equity Fund 837,078,903 25,000,000 Fund of Funds
GAIP 2013 AIV B, LP United States 805-2242679471 Private Equity Fund 24,638,374 50,000,000 Fund of Funds
GENERAL ATLANTIC PARTNERS AIV-1 B, L.P. United States 805-2631485033 Private Equity Fund 3,111,807,474 100,000,000
GAP COINVESTMENTS (BERMUDA) OCEAN AIV B, L.P. Bermuda 805-8268896852 Private Equity Fund 4,020,779 0
GAIP 2013 AIV A, LP United States 805-8364787638 Private Equity Fund 23,666,914 50,000,000 Fund of Funds
GENERAL ATLANTIC PARTNERS 98F, L.P United States 805-4523878858 Private Equity Fund 42,706 100,000,000
GAP-W HOLDINGS, LP United States 805-7260628522 Private Equity Fund 44,316 100,000,000
GAP-W, LLC United States 805-4373467829 Private Equity Fund 15,365,055 100,000,000
GENERAL ATLANTIC PARTNERS 99H, L.P. United States 805-4720353263 Private Equity Fund 10,095,947 100,000,000
GAIP 2013 (BERMUDA) OCEAN AIV, L.P. Bermuda 805-6322536426 Private Equity Fund 8,696,255 50,000,000
GENERAL ATLANTIC PARTNERS 98B, L.P. United States 805-5315108014 Private Equity Fund 43,820 100,000,000
GENERAL ATLANTIC PARTNERS (BERMUDA) IV, L.P. Bermuda 805-1242769925 Private Equity Fund 14,872,718,676 100,000,000
GENERAL ATLANTIC PARTNERS 92C, L.P United States 805-4045821698 Private Equity Fund 104,608,472 100,000,000
GENERAL ATLANTIC PARTNERS 92D, L.P United States 805-2651841252 Private Equity Fund 131,550,737 100,000,000
GAIP 2019 (BERMUDA) AIV, L.P. Bermuda 805-5118184093 Private Equity Fund 470,680,458 25,000,000 Fund of Funds
GAPCO V (L) BLOCKER, LTD. Bermuda 805-5635094499 Private Equity Fund 2,448,569 0
GAPCO CDA (L) BLOCKER, LTD. Bermuda 805-6597995326 Private Equity Fund 817,858 0
GENERAL ATLANTIC PARTNERS (BERMUDA) EU, L.P. Bermuda 805-3291333549 Private Equity Fund 413,349,730 50,000,000
GENERAL ATLANTIC PARTNERS (BERMUDA) OCEAN AIV, L.P. Bermuda 805-8908883868 Private Equity Fund 83,123,218 100,000,000
GENERAL ATLANTIC JP COINVEST, L.P. Bermuda 805-5258554237 Private Equity Fund 284,792,536 0 Fund of Funds
GENERAL ATLANTIC INVESTMENT PARTNERS SCSP SICAV-RAIF Luxembourg 805-4396340349 Private Equity Fund 0 25,000,000 Fund of Funds
GA RV (CLASS B) COINVEST EXIT, L.P. United States 805-1458776336 Private Equity Fund 4,981,626 0
GENERAL ATLANTIC (MH) COINVEST B, L.P. United States 805-2217797290 Private Equity Fund 293,004,957 0 Fund of Funds
GA RV (CLASS A) EXIT, L.P. United States 805-3491868939 Private Equity Fund 404,034,037 0
KAISER BLOCKER, L.P. United States 805-3537850461 Private Equity Fund 11,263,841 25,000,000 Fund of Funds
GAIP 2021 AIV A, LP United States 805-4998988663 Private Equity Fund 0 25,000,000 Fund of Funds
GAIP 2021 AIV B, LP United States 805-2072975018 Private Equity Fund 0 25,000,000 Fund of Funds
GA RV (CLASS B) COINVEST CONTINUATION, LP United States 805-2860177599 Private Equity Fund 41,783,577 0
GA RV (CLASS B) EXIT, L.P. United States 805-7740166580 Private Equity Fund 33,035,072 0
GA RV (COMMON) CONTINUATION, L.P. United States 805-2728879224 Private Equity Fund 160,719,408 0
GA RV COINVEST-D, L.P. United States 805-1269091462 Private Equity Fund 200,000,000 100,000,000

GENERAL ATLANTIC SERVICE COMPANY, L.P.

ownership team - last updated 2020-06-30
Name Title Start Date Direct/Indirect % Ownership
FORD, WILLIAM, EDWARD LIMITED PARTNER, MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER OF GASC 02/01/2005 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2002-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER OF GASC AND GA LLC direct 2005-02-01
GENERAL ATLANTIC SERVICE CORPORATION DIRECTOR; PRESIDENT direct 2005-02-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR; CHIEF EXECUTIVE OFFICER direct 2005-02-01
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 2005-02-01
GENERAL ATLANTIC SERVICE CORPORATION MEMBER; PRESIDENT direct 2005-02-01
ROSENSTEIN, DAVID, ASHER MANAGING DIRECTOR AND GENERAL COUNSEL OF GASC 01/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE CORPORATION CHIEF COMPLIANCE OFFICER direct 2005-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2005-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR; GENERAL COUNSEL; CHIEF COMPLIANCE OFFICER direct 2005-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2005-01-01
LANNING, CHRISTOPHER, GLENN MANAGING DIRECTOR OF GASC 10/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR; GENERAL COUNSEL direct 2006-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2006-10-01
LEVY, ANTON, JONATHAN LIMITED PARTNER AND MANAGING DIRECTOR OF GASC 10/01/2006 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 2006-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2006-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC direct 2006-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2012-01-01
VORHOFF, NICHOLAS, ROBBERT MANAGING DIRECTOR OF GASC 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2014-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2014-01-01
TOMPKINS, EDWARD, GRAVES MANAGING DIRECTOR OF GASC 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2015-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2015-01-01
CRAWFORD, ANDREW, WILLIAM MANAGING DIRECTOR OF GASC 07/01/2014 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2014-07-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2014-07-01
NAIK, SANDEEP, ACHYUT LIMITED PARTNER AND MANAGING DIRECTOR OF GASC 12/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2012-12-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2014-01-01
ESCOBARI LIFCHITZ, MARTIN, EMILIANO LIMITED PARTNER AND MANAGING DIRECTOR OF GASC 01/01/2012 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF THE REGISTRANT direct 2012-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2012-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2014-01-01
CAILLAUX, GABRIEL, PIERRE LIMITED PARTNER AND MANAGING DIRECTOR OF GASC 10/01/2010 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 2010-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2010-10-01
PETTIT, KELLY, MARIE CHIEF COMPLIANCE OFFICER OF GASC 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC CHIEF COMPLIANCE OFFICER OF GASC AND GA LLC direct 2016-10-01
GASC GP, LLC GENERAL PARTNER OF GASC 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, L.P. GENERAL PARTNER OF GASC direct 2018-01-01
GOSK, MICHAEL, WILLIAM MANAGING DIRECTOR AND CHIEF FINANCIAL OFFICER 01/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, L.P. MANAGING DIRECTOR AND CHIEF FINANCIAL OFFICER direct 2020-01-01
DENNING, STEVEN, AARON SHAREHOLDER OF GASC HOLDINGS, INC GASC HOLDINGS, INC 12/01/2005 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE CORPORATION SHAREHOLDER; DIRECTOR; PRESIDENT direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR AND CHAIRMAN OF GASC AND GA LLC direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR; CHAIRMAN direct 1993-11-01
GENERAL ATLANTIC SERVICE CORPORATION SHAREHOLDER; DIRECTOR; CHAIRMAN direct 1993-11-01
GENERAL ATLANTIC SERVICE CORPORATION MEMBER; DIRECTOR; CHAIRMAN direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2002-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC SHAREHOLDER OF GASC HOLDINGS, INC indirect 2005-12-01
EACHWIN CAPITAL, LP FINANCIAL PARTNER direct 2012-11-01
HODGSON, DAVID, CHARLES SHAREHOLDER OF GASC HOLDINGS, INC GASC HOLDINGS, INC 12/01/2005 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE CORPORATION SHAREHOLDER; DIRECTOR; VICE PRESIDENT AND SECRETARY direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR; VICE PRESIDENT AND SECRETARY direct 1993-11-01
GENERAL ATLANTIC SERVICE CORPORATION MEMBER; DIRECTOR; VICE PRESIDENT AND SECRETARY direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2002-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC SHAREHOLDER OF GASC HOLDINGS, INC indirect 2005-12-01
FORD, WILLIAM, EDWARD MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2002 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2002-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER OF GASC AND GA LLC direct 2005-02-01
GENERAL ATLANTIC SERVICE CORPORATION DIRECTOR; PRESIDENT direct 2005-02-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR; CHIEF EXECUTIVE OFFICER direct 2005-02-01
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 2005-02-01
GENERAL ATLANTIC SERVICE CORPORATION MEMBER; PRESIDENT direct 2005-02-01
LEVY, ANTON, JONATHAN MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 2006-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2006-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC direct 2006-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2012-01-01
NAIK, SANDEEP, ACHYUT MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2012-12-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2014-01-01
ESCOBARI LIFCHITZ, MARTIN, EMILIANO MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF THE REGISTRANT direct 2012-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2012-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2014-01-01
GASC MPG, LLC MEMBER OF GASC GP, LLC GASC GP, LLC 01/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, L.P. MEMBER OF GASC GP, LLC indirect 2018-01-01
TOMPKINS, EDWARD, GRAVES MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2015-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2015-01-01
CAILLAUX, GABRIEL, PIERRE MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 2010-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2010-10-01
VORHOFF, NICHOLAS, ROBBERT MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2020 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2014-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2014-01-01
CRAWFORD, ANDREW, WILLIAM MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2020 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2014-07-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2014-07-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
GENERAL ATLANTIC PARTNERS 79, L.P. United States 805-7357280346 Private Equity Fund 229,166 100,000,000
GENERAL ATLANTIC PARTNERS 84, L.P. United States 805-8867803939 Private Equity Fund 368,570 100,000,000
GENERAL ATLANTIC PARTNERS 85, L.P. United States 805-3179148480 Private Equity Fund 333,965,328 100,000,000
GENERAL ATLANTIC PARTNERS 86, L.P. United States 805-4867991022 Private Equity Fund 556,671 100,000,000
GENERAL ATLANTIC PARTNERS 87, L.P. United States 805-7878370594 Private Equity Fund 54,312,924 100,000,000
GENERAL ATLANTIC PARTNERS 88, L.P. United States 805-7781135073 Private Equity Fund 949,761,448 100,000,000
GENERAL ATLANTIC PARTNERS 90, L.P. United States 805-4268422527 Private Equity Fund 472,415,625 100,000,000
GAP-W HOLDINGS, LP United States 805-7260628522 Private Equity Fund 177,376 100,000,000
GAP-W INTERNATIONAL, LLC United States 805-1237041376 Private Equity Fund 1,777,381 100,000,000
GAP-W INTERNATIONAL, L.P. Bermuda 805-6798661136 Private Equity Fund 366,540 100,000,000
GENERAL ATLANTIC PARTNERS (BERMUDA), L.P. Bermuda 805-3074845905 Private Equity Fund 206,462,096 100,000,000
GENERAL ATLANTIC PARTNERS (BERMUDA) II, L.P. Bermuda 805-7489414620 Private Equity Fund 256,191,505 100,000,000
GAP COINVESTMENTS III, LLC United States 805-3153540343 Private Equity Fund 1,604,772,611 0
GAP COINVESTMENTS IV, LLC United States 805-6958722074 Private Equity Fund 115,582,943 0
GAP COINVESTMENTS CDA, L.P. United States 805-1681615012 Private Equity Fund 169,552,902 0
GAPCO GMBH & CO. KG Germany 805-6661278178 Private Equity Fund 10,426,168 0
GAPSTAR, LLC United States 805-8717200812 Private Equity Fund 3,496,462 0
GENERAL ATLANTIC INVESTMENT PARTNERS I, L.P. United States 805-8977836833 Private Equity Fund 310,436,303 50,000,000 Fund of Funds
GAP-W, LLC United States 805-4373467829 Private Equity Fund 235,960,275 100,000,000
GENERAL ATLANTIC PARTNERS 92A, L.P United States 805-1854469542 Private Equity Fund 146,527,178 100,000,000
GENERAL ATLANTIC PARTNERS 92B, L.P United States 805-2127419651 Private Equity Fund 115,651,505 100,000,000
GENERAL ATLANTIC PARTNERS 92C, L.P United States 805-4045821698 Private Equity Fund 135,260,160 100,000,000
GENERAL ATLANTIC PARTNERS 92D, L.P United States 805-2651841252 Private Equity Fund 170,446,507 100,000,000
GENERAL ATLANTIC PARTNERS 92E, L.P United States 805-7248409567 Private Equity Fund 170,834,086 100,000,000
GENERAL ATLANTIC PARTNERS 92F, L.P United States 805-4687785868 Private Equity Fund 98,047,645 100,000,000
GENERAL ATLANTIC PARTNERS 92G, L.P United States 805-6928893982 Private Equity Fund 115,959,608 100,000,000
GENERAL ATLANTIC PARTNERS 92H, L.P United States 805-8882229142 Private Equity Fund 157,206,159 100,000,000
GENERAL ATLANTIC PARTNERS 92I, L.P United States 805-4174749242 Private Equity Fund 163,956,066 100,000,000
GENERAL ATLANTIC PARTNERS 92J, L.P United States 805-2361006966 Private Equity Fund 138,443,051 100,000,000
GAP COINVESTMENTS V, LLC United States 805-3273485072 Private Equity Fund 281,116,756 0
GENERAL ATLANTIC INVESTMENT PARTNERS 2013, L.P. United States 805-2260347892 Private Equity Fund 1,119,489,323 50,000,000 Fund of Funds
GENERAL ATLANTIC PARTNERS (BERMUDA) III, L.P. Bermuda 805-6292680523 Private Equity Fund 4,480,215,052 100,000,000
GENERAL ATLANTIC PARTNERS 93, L.P. United States 805-7891158293 Private Equity Fund 1,764,284,310 100,000,000
GENERAL ATLANTIC PARTNERS 95, L.P. United States 805-9935295818 Private Equity Fund 511,744,542 100,000,000
GENERAL ATLANTIC PARTNERS 97A, L.P. United States 805-2160406753 Private Equity Fund 17,448,274 100,000,000
GENERAL ATLANTIC PARTNERS 97B, L.P. United States 805-3292611315 Private Equity Fund 16,716,856 100,000,000
GENERAL ATLANTIC PARTNERS 97C, L.P. United States 805-3547109844 Private Equity Fund 16,355,268 100,000,000
GENERAL ATLANTIC PARTNERS 97D, L.P. United States 805-3869567140 Private Equity Fund 18,001,160 100,000,000
GENERAL ATLANTIC PARTNERS 97E, L.P. United States 805-5868844710 Private Equity Fund 15,988,752 100,000,000
GENERAL ATLANTIC PARTNERS 97F, L.P. United States 805-6161660038 Private Equity Fund 16,225,647 100,000,000
GENERAL ATLANTIC PARTNERS 97G, L.P. United States 805-2269421189 Private Equity Fund 16,325,860 100,000,000
GENERAL ATLANTIC PARTNERS 97H, L.P. United States 805-6261828134 Private Equity Fund 16,049,322 100,000,000
GENERAL ATLANTIC PARTNERS 97I, L.P. United States 805-4697094554 Private Equity Fund 77,044,704 100,000,000
GENERAL ATLANTIC PARTNERS 97J, L.P. United States 805-2856299301 Private Equity Fund 16,485,208 100,000,000
GENERAL ATLANTIC PARTNERS 98A, L.P. United States 805-1049388327 Private Equity Fund 6,448,380 100,000,000
GENERAL ATLANTIC PARTNERS 98B, L.P. United States 805-5315108014 Private Equity Fund 6,715,836 100,000,000
GENERAL ATLANTIC PARTNERS 98C, L.P. United States 805-4422936854 Private Equity Fund 7,047,400 100,000,000
GENERAL ATLANTIC PARTNERS 98D, L.P. United States 805-3539307285 Private Equity Fund 6,855,291 100,000,000
GENERAL ATLANTIC PARTNERS 98E, L.P. United States 805-3395136644 Private Equity Fund 6,450,170 100,000,000
GENERAL ATLANTIC PARTNERS 98F, L.P United States 805-4523878858 Private Equity Fund 6,852,466 100,000,000
GENERAL ATLANTIC PARTNERS 98G, L.P. United States 805-2216094660 Private Equity Fund 6,603,368 100,000,000
GENERAL ATLANTIC PARTNERS 98H, L.P. United States 805-4303069704 Private Equity Fund 7,038,107 100,000,000
GENERAL ATLANTIC PARTNERS 98I, L.P. United States 805-6927659387 Private Equity Fund 31,130,469 100,000,000
GENERAL ATLANTIC PARTNERS 98J, L.P United States 805-2088317806 Private Equity Fund 6,884,740 100,000,000
STEAMBOAT PARK INVESTMENTS, LLC United States 805-4417282865 Private Equity Fund 283,446,248 0 Fund of Funds
MADISON PARK CAPITAL, LLC United States 805-3879653036 Other Private Fund HEDGE FUNDS AND REAL ESTATE FUNDS 148,675,858 0 Fund of Funds
GENERAL ATLANTIC PARTNERS 99A, L.P. United States 805-5117937474 Private Equity Fund 7,488,325 100,000,000
GENERAL ATLANTIC PARTNERS 99B, L.P. United States 805-5815923981 Private Equity Fund 7,270,543 100,000,000
GENERAL ATLANTIC PARTNERS 99C, L.P. United States 805-4662828292 Private Equity Fund 7,491,548 100,000,000
GENERAL ATLANTIC PARTNERS 99D, L.P. United States 805-2545950384 Private Equity Fund 7,122,776 100,000,000
GENERAL ATLANTIC PARTNERS 99E, L.P. United States 805-9289376953 Private Equity Fund 19,647,187 100,000,000
GENERAL ATLANTIC PARTNERS 99F, L.P. United States 805-6130765169 Private Equity Fund 7,516,898 100,000,000
GENERAL ATLANTIC PARTNERS 99G, L.P. United States 805-4952258058 Private Equity Fund 8,296,239 100,000,000
GENERAL ATLANTIC PARTNERS 99H, L.P. United States 805-4720353263 Private Equity Fund 7,302,470 100,000,000
GENERAL ATLANTIC PARTNERS 99I, L.P. United States 805-7899655665 Private Equity Fund 7,425,860 100,000,000
GENERAL ATLANTIC PARTNERS 99J, L.P. United States 805-2685107194 Private Equity Fund 7,584,702 100,000,000
GAIP 2013 AIV A, LP United States 805-8364787638 Private Equity Fund 18,577,887 50,000,000 Fund of Funds
GAIP 2013 AIV B, LP United States 805-2242679471 Private Equity Fund 18,913,532 50,000,000 Fund of Funds
GENERAL ATLANTIC PARTNERS AIV-1 A, L.P. United States 805-5637665665 Private Equity Fund 1,130,402,996 100,000,000
GENERAL ATLANTIC PARTNERS AIV-1 B, L.P. United States 805-2631485033 Private Equity Fund 1,682,406,137 100,000,000
GENERAL ATLANTIC INVESTMENT PARTNERS 2016, L.P. United States 805-8097958220 Private Equity Fund 160,885,544 50,000,000 Fund of Funds
GENERAL ATLANTIC PARTNERS (BERMUDA) EU, L.P. Bermuda 805-3291333549 Private Equity Fund 170,259,412 50,000,000
GENERAL ATLANTIC PARTNERS (BERMUDA) OCEAN AIV, L.P. Bermuda 805-8908883868 Private Equity Fund 84,389,680 100,000,000
GAIP 2013 (BERMUDA) OCEAN AIV, L.P. Bermuda 805-6322536426 Private Equity Fund 8,840,078 50,000,000
GAIP 2016 (BERMUDA) OCEAN AIV, L.P. Bermuda 805-3177715893 Private Equity Fund 1,741,250 50,000,000
GENERAL ATLANTIC INVESTMENT PARTNERS 2017, L.P. United States 805-7700280826 Private Equity Fund 504,888,757 25,000,000 Fund of Funds
GAP COINVESTMENTS (BERMUDA) OCEAN AIV A, L.P. Bermuda 805-5366098856 Private Equity Fund 21,322,995 0
GAP COINVESTMENTS (BERMUDA) OCEAN AIV B, L.P. Bermuda 805-8268896852 Private Equity Fund 4,111,007 0
GENERAL ATLANTIC PARTNERS 100, L.P. United States 805-8080972556 Private Equity Fund 3,758,734,482 50,000,000
GAIP 2016 AIV A, L.P. United States 805-4832264563 Private Equity Fund 66,157,990 50,000,000 Fund of Funds
GAIP 2016 AIV B, L.P. United States 805-2970585170 Private Equity Fund 39,499,995 50,000,000 Fund of Funds
GAIP 2017 AIV A, LP United States 805-4038885302 Private Equity Fund 177,726,645 25,000,000 Fund of Funds
GAIP 2017 AIV B, LP United States 805-6115002897 Private Equity Fund 307,693,373 25,000,000 Fund of Funds
GENERAL ATLANTIC PARTNERS (BERMUDA) IV, L.P. Bermuda 805-1242769925 Private Equity Fund 6,480,712,150 100,000,000
GAIP 2016 (BERMUDA) AIV, L.P. Bermuda 805-7358556982 Private Equity Fund 397,584,915 50,000,000 Fund of Funds
GAPCO III (L) BLOCKER, LTD. Bermuda 805-6825817418 Private Equity Fund 7,016,622 0
GAPCO IV (L) BLOCKER, LTD. Bermuda 805-3654262704 Private Equity Fund 442,469 0
GAPCO V (L) BLOCKER, LTD. Bermuda 805-5635094499 Private Equity Fund 4,460,823 0
GAPCO CDA (L) BLOCKER, LTD. Bermuda 805-6597995326 Private Equity Fund 1,408,804 0
GENERAL ATLANTIC INVESTMENT PARTNERS 2019, L.P. United States 805-2003247355 Private Equity Fund 3,908,316 25,000,000 Fund of Funds
GAIP 2017 (BERMUDA) AIV, L.P. Bermuda 805-2833175381 Private Equity Fund 1,150,806,624 25,000,000 Fund of Funds
GAIP 2019 (BERMUDA) AIV, L.P. Bermuda 805-5118184093 Private Equity Fund 55,549,864 25,000,000 Fund of Funds
GAIP CERPI, L.P. United States 805-5051479316 Private Equity Fund 73,795,271 25,000,000 Fund of Funds
GENERAL ATLANTIC PARTNERS (LUX), SCSP Luxembourg 805-5147767558 Private Equity Fund 0 50,000,000
GAIP 2019 AIV A, L.P. United States 805-7770810767 Private Equity Fund 18,264,772 25,000,000 Fund of Funds
GAIP 2019 AIV B, L.P. United States 805-8412553260 Private Equity Fund 38,410,220 25,000,000 Fund of Funds
ATLANTIC PARK STRATEGIC CAPITAL MASTER FUND, L.P. United States 805-6600781748 Other Private Fund CREDIT FUND 0 25,000,000 Master Fund
ATLANTIC PARK STRATEGIC CAPITAL PARALLEL MASTER FUND, L.P United States 805-7951335964 Other Private Fund CREDIT FUND 0 25,000,000 Master Fund

GENERAL ATLANTIC SERVICE COMPANY, L.P.

ownership team - last updated 2020-03-27
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
GENERAL ATLANTIC PARTNERS 98A, L.P. United States 805-1049388327 Private Equity Fund 6,448,380 100,000,000
GENERAL ATLANTIC PARTNERS 98G, L.P. United States 805-2216094660 Private Equity Fund 6,603,368 100,000,000
GENERAL ATLANTIC PARTNERS 93, L.P. United States 805-7891158293 Private Equity Fund 1,764,284,310 100,000,000
GENERAL ATLANTIC PARTNERS 98C, L.P. United States 805-4422936854 Private Equity Fund 7,047,400 100,000,000
GENERAL ATLANTIC PARTNERS 99I, L.P. United States 805-7899655665 Private Equity Fund 7,425,860 100,000,000
GENERAL ATLANTIC PARTNERS 92B, L.P United States 805-2127419651 Private Equity Fund 115,651,505 100,000,000
GAIP 2016 AIV B, L.P. United States 805-2970585170 Private Equity Fund 39,499,995 50,000,000 Fund of Funds
GAIP 2017 AIV A, LP United States 805-4038885302 Private Equity Fund 177,726,645 25,000,000 Fund of Funds
GENERAL ATLANTIC PARTNERS 100, L.P. United States 805-8080972556 Private Equity Fund 3,758,734,482 50,000,000
GAIP 2016 AIV A, L.P. United States 805-4832264563 Private Equity Fund 66,157,990 50,000,000 Fund of Funds
GAIP 2017 AIV B, LP United States 805-6115002897 Private Equity Fund 307,693,373 25,000,000 Fund of Funds
GENERAL ATLANTIC PARTNERS 84, L.P. United States 805-8867803939 Private Equity Fund 368,570 100,000,000
GENERAL ATLANTIC PARTNERS 95, L.P. United States 805-9935295818 Private Equity Fund 511,744,542 100,000,000
GENERAL ATLANTIC PARTNERS 92A, L.P United States 805-1854469542 Private Equity Fund 146,527,178 100,000,000
GENERAL ATLANTIC PARTNERS 97A, L.P. United States 805-2160406753 Private Equity Fund 17,448,274 100,000,000
GENERAL ATLANTIC PARTNERS 99D, L.P. United States 805-2545950384 Private Equity Fund 7,122,776 100,000,000
GENERAL ATLANTIC PARTNERS 97D, L.P. United States 805-3869567140 Private Equity Fund 18,001,160 100,000,000
GENERAL ATLANTIC PARTNERS 97B, L.P. United States 805-3292611315 Private Equity Fund 16,716,856 100,000,000
GENERAL ATLANTIC PARTNERS 97C, L.P. United States 805-3547109844 Private Equity Fund 16,355,268 100,000,000
GENERAL ATLANTIC PARTNERS AIV-1 A, L.P. United States 805-5637665665 Private Equity Fund 1,130,402,996 100,000,000
GENERAL ATLANTIC INVESTMENT PARTNERS 2017, L.P. United States 805-7700280826 Private Equity Fund 504,888,757 25,000,000 Fund of Funds
GAIP 2013 AIV B, LP United States 805-2242679471 Private Equity Fund 18,913,532 50,000,000 Fund of Funds
GENERAL ATLANTIC PARTNERS AIV-1 B, L.P. United States 805-2631485033 Private Equity Fund 1,682,406,137 100,000,000
GENERAL ATLANTIC PARTNERS 97H, L.P. United States 805-6261828134 Private Equity Fund 16,049,322 100,000,000
MADISON PARK CAPITAL, LLC United States 805-3879653036 Other Private Fund HEDGE FUNDS AND REAL ESTATE FUNDS 148,675,858 0 Fund of Funds
GENERAL ATLANTIC PARTNERS 99C, L.P. United States 805-4662828292 Private Equity Fund 7,491,548 100,000,000
GENERAL ATLANTIC INVESTMENT PARTNERS 2016, L.P. United States 805-8097958220 Private Equity Fund 160,885,544 50,000,000 Fund of Funds
GENERAL ATLANTIC PARTNERS 99A, L.P. United States 805-5117937474 Private Equity Fund 7,488,325 100,000,000
GENERAL ATLANTIC PARTNERS 99H, L.P. United States 805-4720353263 Private Equity Fund 7,302,470 100,000,000
GENERAL ATLANTIC PARTNERS 85, L.P. United States 805-3179148480 Private Equity Fund 333,965,328 100,000,000
GAIP 2013 (BERMUDA) OCEAN AIV, L.P. Bermuda 805-6322536426 Private Equity Fund 8,840,078 50,000,000
GENERAL ATLANTIC PARTNERS (BERMUDA) IV, L.P. Bermuda 805-1242769925 Private Equity Fund 6,480,712,150 100,000,000
GENERAL ATLANTIC PARTNERS 92C, L.P United States 805-4045821698 Private Equity Fund 135,260,160 100,000,000
GENERAL ATLANTIC PARTNERS 97F, L.P. United States 805-6161660038 Private Equity Fund 16,225,647 100,000,000
GENERAL ATLANTIC PARTNERS 98B, L.P. United States 805-5315108014 Private Equity Fund 6,715,836 100,000,000
GAP-W INTERNATIONAL, LLC United States 805-1237041376 Private Equity Fund 1,777,381 100,000,000
GAPSTAR, LLC United States 805-8717200812 Private Equity Fund 3,496,462 0
GENERAL ATLANTIC PARTNERS 92J, L.P United States 805-2361006966 Private Equity Fund 138,443,051 100,000,000
STEAMBOAT PARK INVESTMENTS, LLC United States 805-4417282865 Private Equity Fund 283,446,248 0 Fund of Funds
GAP COINVESTMENTS V, LLC United States 805-3273485072 Private Equity Fund 281,116,756 0
GENERAL ATLANTIC INVESTMENT PARTNERS 2013, L.P. United States 805-2260347892 Private Equity Fund 1,119,489,323 50,000,000 Fund of Funds
GENERAL ATLANTIC PARTNERS 86, L.P. United States 805-4867991022 Private Equity Fund 556,671 100,000,000
GENERAL ATLANTIC PARTNERS 87, L.P. United States 805-7878370594 Private Equity Fund 54,312,924 100,000,000
GENERAL ATLANTIC PARTNERS 88, L.P. United States 805-7781135073 Private Equity Fund 949,761,448 100,000,000
GAP COINVESTMENTS (BERMUDA) OCEAN AIV B, L.P. Bermuda 805-8268896852 Private Equity Fund 4,111,007 0
GAIP 2013 AIV A, LP United States 805-8364787638 Private Equity Fund 18,577,887 50,000,000 Fund of Funds
GENERAL ATLANTIC PARTNERS 98F, L.P United States 805-4523878858 Private Equity Fund 6,852,466 100,000,000
GAP-W HOLDINGS, LP United States 805-7260628522 Private Equity Fund 177,376 100,000,000
GAP-W, LLC United States 805-4373467829 Private Equity Fund 235,960,275 100,000,000
GENERAL ATLANTIC PARTNERS 79, L.P. United States 805-7357280346 Private Equity Fund 229,166 100,000,000
GENERAL ATLANTIC PARTNERS 98H, L.P. United States 805-4303069704 Private Equity Fund 7,038,107 100,000,000
GENERAL ATLANTIC PARTNERS 98I, L.P. United States 805-6927659387 Private Equity Fund 31,130,469 100,000,000
GENERAL ATLANTIC PARTNERS 98J, L.P United States 805-2088317806 Private Equity Fund 6,884,740 100,000,000
GAP COINVESTMENTS (BERMUDA) OCEAN AIV A, L.P. Bermuda 805-5366098856 Private Equity Fund 21,322,995 0
GENERAL ATLANTIC PARTNERS 92D, L.P United States 805-2651841252 Private Equity Fund 170,446,507 100,000,000
GENERAL ATLANTIC PARTNERS 90, L.P. United States 805-4268422527 Private Equity Fund 472,415,625 100,000,000
GAIP 2016 (BERMUDA) OCEAN AIV, L.P. Bermuda 805-3177715893 Private Equity Fund 1,741,250 50,000,000
GENERAL ATLANTIC PARTNERS 97G, L.P. United States 805-2269421189 Private Equity Fund 16,325,860 100,000,000
GENERAL ATLANTIC PARTNERS 97E, L.P. United States 805-5868844710 Private Equity Fund 15,988,752 100,000,000
GAP COINVESTMENTS IV, LLC United States 805-6958722074 Private Equity Fund 115,582,943 0
GENERAL ATLANTIC PARTNERS 97I, L.P. United States 805-4697094554 Private Equity Fund 77,044,704 100,000,000
GAP COINVESTMENTS CDA, L.P. United States 805-1681615012 Private Equity Fund 169,552,902 0
GENERAL ATLANTIC PARTNERS 97J, L.P. United States 805-2856299301 Private Equity Fund 16,485,208 100,000,000
GENERAL ATLANTIC INVESTMENT PARTNERS I, L.P. United States 805-8977836833 Private Equity Fund 310,436,303 50,000,000 Fund of Funds
GAP-W INTERNATIONAL, L.P. Bermuda 805-6798661136 Private Equity Fund 366,540 100,000,000
GAP COINVESTMENTS III, LLC United States 805-3153540343 Private Equity Fund 1,604,772,611 0
GENERAL ATLANTIC PARTNERS (BERMUDA), L.P. Bermuda 805-3074845905 Private Equity Fund 206,462,096 100,000,000
GENERAL ATLANTIC PARTNERS (BERMUDA) II, L.P. Bermuda 805-7489414620 Private Equity Fund 256,191,505 100,000,000
GENERAL ATLANTIC PARTNERS 98D, L.P. United States 805-3539307285 Private Equity Fund 6,855,291 100,000,000
GENERAL ATLANTIC PARTNERS 98E, L.P. United States 805-3395136644 Private Equity Fund 6,450,170 100,000,000
GENERAL ATLANTIC PARTNERS 99E, L.P. United States 805-9289376953 Private Equity Fund 19,647,187 100,000,000
GENERAL ATLANTIC PARTNERS 99J, L.P. United States 805-2685107194 Private Equity Fund 7,584,702 100,000,000
GAPCO III (L) BLOCKER, LTD. Bermuda 805-6825817418 Private Equity Fund 7,016,622 0
GENERAL ATLANTIC INVESTMENT PARTNERS 2019, L.P. United States 805-2003247355 Private Equity Fund 3,908,316 25,000,000 Fund of Funds
GAIP CERPI, L.P. United States 805-5051479316 Private Equity Fund 73,795,271 25,000,000 Fund of Funds
GAIP 2019 (BERMUDA) AIV, L.P. Bermuda 805-5118184093 Private Equity Fund 55,549,864 25,000,000 Fund of Funds
GAPCO IV (L) BLOCKER, LTD. Bermuda 805-3654262704 Private Equity Fund 442,469 0
GAIP 2017 (BERMUDA) AIV, L.P. Bermuda 805-2833175381 Private Equity Fund 1,150,806,624 25,000,000 Fund of Funds
GAIP 2016 (BERMUDA) AIV, L.P. Bermuda 805-7358556982 Private Equity Fund 397,584,915 50,000,000 Fund of Funds
GAPCO V (L) BLOCKER, LTD. Bermuda 805-5635094499 Private Equity Fund 4,460,823 0
GAPCO CDA (L) BLOCKER, LTD. Bermuda 805-6597995326 Private Equity Fund 1,408,804 0
GENERAL ATLANTIC PARTNERS (BERMUDA) EU, L.P. Bermuda 805-3291333549 Private Equity Fund 170,259,412 50,000,000
GENERAL ATLANTIC PARTNERS (BERMUDA) OCEAN AIV, L.P. Bermuda 805-8908883868 Private Equity Fund 84,389,680 100,000,000
GAIP 2019 AIV B, L.P. United States 805-8412553260 Private Equity Fund 38,410,220 25,000,000 Fund of Funds
GENERAL ATLANTIC PARTNERS 92E, L.P United States 805-7248409567 Private Equity Fund 170,834,086 100,000,000
GENERAL ATLANTIC PARTNERS 92F, L.P United States 805-4687785868 Private Equity Fund 98,047,645 100,000,000
GENERAL ATLANTIC PARTNERS 92G, L.P United States 805-6928893982 Private Equity Fund 115,959,608 100,000,000
GENERAL ATLANTIC PARTNERS 92H, L.P United States 805-8882229142 Private Equity Fund 157,206,159 100,000,000
GAIP 2019 AIV A, L.P. United States 805-7770810767 Private Equity Fund 18,264,772 25,000,000 Fund of Funds
GENERAL ATLANTIC PARTNERS (LUX), SCSP Luxembourg 805-5147767558 Private Equity Fund 0 50,000,000
GENERAL ATLANTIC PARTNERS 92I, L.P United States 805-4174749242 Private Equity Fund 163,956,066 100,000,000
GENERAL ATLANTIC PARTNERS (BERMUDA) III, L.P. Bermuda 805-6292680523 Private Equity Fund 4,480,215,052 100,000,000
GENERAL ATLANTIC PARTNERS 99B, L.P. United States 805-5815923981 Private Equity Fund 7,270,543 100,000,000
GAPCO GMBH & CO. KG Germany 805-6661278178 Private Equity Fund 10,426,168 0
GENERAL ATLANTIC PARTNERS 99F, L.P. United States 805-6130765169 Private Equity Fund 7,516,898 100,000,000
GENERAL ATLANTIC PARTNERS 99G, L.P. United States 805-4952258058 Private Equity Fund 8,296,239 100,000,000

GENERAL ATLANTIC SERVICE COMPANY, L.P.

ownership team - last updated 2019-06-10
Name Title Start Date Direct/Indirect % Ownership
DENNING, STEVEN, AARON MANAGING DIRECTOR AND CHAIRMAN OF GASC 11/01/1993 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE CORPORATION SHAREHOLDER; DIRECTOR; PRESIDENT direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR AND CHAIRMAN OF GASC AND GA LLC direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR; CHAIRMAN direct 1993-11-01
GENERAL ATLANTIC SERVICE CORPORATION SHAREHOLDER; DIRECTOR; CHAIRMAN direct 1993-11-01
GENERAL ATLANTIC SERVICE CORPORATION MEMBER; DIRECTOR; CHAIRMAN direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2002-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC SHAREHOLDER OF GASC HOLDINGS, INC indirect 2005-12-01
EACHWIN CAPITAL, LP FINANCIAL PARTNER direct 2012-11-01
FORD, WILLIAM, EDWARD LIMITED PARTNER, MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER OF GASC 02/01/2005 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2002-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER OF GASC AND GA LLC direct 2005-02-01
GENERAL ATLANTIC SERVICE CORPORATION DIRECTOR; PRESIDENT direct 2005-02-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR; CHIEF EXECUTIVE OFFICER direct 2005-02-01
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 2005-02-01
GENERAL ATLANTIC SERVICE CORPORATION MEMBER; PRESIDENT direct 2005-02-01
HODGSON, DAVID, CHARLES MANAGING DIRECTOR AND VICE CHAIRMAN OF GASC 11/01/1993 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE CORPORATION SHAREHOLDER; DIRECTOR; VICE PRESIDENT AND SECRETARY direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR; VICE PRESIDENT AND SECRETARY direct 1993-11-01
GENERAL ATLANTIC SERVICE CORPORATION MEMBER; DIRECTOR; VICE PRESIDENT AND SECRETARY direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2002-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC SHAREHOLDER OF GASC HOLDINGS, INC indirect 2005-12-01
MURPHY, THOMAS, JOHN MANAGING DIRECTOR AND CHIEF FINANCIAL OFFICER OF GASC 08/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE CORPORATION VICE PRESIDENT AND CHIEF FINANCIAL OFFICER direct 1998-08-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR AND CHIEF FINANCIAL OFFICER OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 1998-08-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR; VICE PRESIDENT AND CHIEF FINANCIAL OFFICER direct 1998-08-01
ROSENSTEIN, DAVID, ASHER MANAGING DIRECTOR AND GENERAL COUNSEL OF GASC 01/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE CORPORATION CHIEF COMPLIANCE OFFICER direct 2005-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2005-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR; GENERAL COUNSEL; CHIEF COMPLIANCE OFFICER direct 2005-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2005-01-01
LANNING, CHRISTOPHER, GLENN MANAGING DIRECTOR OF GASC 10/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR; GENERAL COUNSEL direct 2006-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2006-10-01
LEVY, ANTON, JONATHAN LIMITED PARTNER AND MANAGING DIRECTOR OF GASC 10/01/2006 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 2006-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2006-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC direct 2006-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2012-01-01
BROWN, JOSEPH, FRANK MANAGING DIRECTOR AND CHIEF OPERATING OFFICER OF GASC 06/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2011-06-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2011-06-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR AND CHIEF OPERATING OFFICER OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2011-06-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR AND CHIEF OPERATING OFFICER direct 2011-06-01
VORHOFF, NICHOLAS, ROBBERT MANAGING DIRECTOR OF GASC 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2014-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2014-01-01
TOMPKINS, EDWARD, GRAVES MANAGING DIRECTOR OF GASC 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2015-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2015-01-01
CRAWFORD, ANDREW, WILLIAM MANAGING DIRECTOR OF GASC 07/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2014-07-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2014-07-01
CRISSES, ALEXANDER, CHARLES MANAGING DIRECTOR OF GASC 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2016-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2016-01-01
NAIK, SANDEEP, ACHYUT LIMITED PARTNER AND MANAGING DIRECTOR OF GASC 12/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2012-12-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2014-01-01
ESCOBARI LIFCHITZ, MARTIN, EMILIANO LIMITED PARTNER AND MANAGING DIRECTOR OF GASC 01/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF THE REGISTRANT direct 2012-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2012-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2014-01-01
GASC HOLDINGS, INC LIMITED PARTNER OF GASC 12/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE CORPORATION MEMBER direct 2005-12-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF THE REGISTRANT direct 2005-12-01
CAILLAUX, GABRIEL, PIERRE LIMITED PARTNER AND MANAGING DIRECTOR OF GASC 10/01/2010 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 2010-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2010-10-01
NIKOLAY, JOERN MANAGING DIRECTOR OF GASC 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 2016-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2016-01-01
FOCK, WAI HOONG MANAGING DIRECTOR OF GASC 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GASFM direct 2015-08-01
PETTIT, KELLY, MARIE CHIEF COMPLIANCE OFFICER OF GASC 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC CHIEF COMPLIANCE OFFICER OF GASC AND GA LLC direct 2016-10-01
GOLDMAN, AARON, MICHAEL MANAGING DIRECTOR OF GASC 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2017-01-01
RASTOGI, SHANTANU MANAGING DIRECTOR OF GASC 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2017-01-01
ZHANG, CHI ERIC MANAGING DIRECTOR OF GASC 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2017-01-01
STAMAS, PAUL, GEORGE MANAGING DIRECTOR OF GASC 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, L.P. MANAGING DIRECTOR OF GASC direct 2018-01-01
GASC GP, LLC GENERAL PARTNER OF GASC 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, L.P. GENERAL PARTNER OF GASC direct 2018-01-01
DIPP, MICHELLE MANAGING DIRECTOR OF GASC 10/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, L.P. MANAGING DIRECTOR OF GASC direct 2017-10-01
FANG, PAMELA MANAGING DIRECTOR OF GASC 11/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, L.P. MANAGING DIRECTOR OF GASC direct 2017-11-01
SABOO, ASHISH MANAGING DIRECTOR OF GASC 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, L.P. MANAGING DIRECTOR OF GASC direct 2019-01-01
CAULKIN, CHRISTOPHER MANAGING DIRECTOR OF GASC 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, L.P. MANAGING DIRECTOR OF GASC direct 2019-01-01
SYED, TANZEEN MANAGING DIRECTOR OF GASC 07/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
TYREE, DAVID W. PRESIDENT direct 1991-04-01
INVESTEC PMG CAPITAL MANAGING DIRECTOR/TREASURER/CHIEF COMPLIANCE OFFICER direct 1995-10-01
JAYHAWK PRIVATE EQUITY GP, L.P. MANAGING MEMBER indirect 1995-10-01
WHITEGATE INVESTMENT COUNSELORS INC SHAREHOLDER direct 1998-07-01
JGE CAPITAL MANAGEMENT, LLC TRUST indirect 1995-10-01
TAYLOR, COTTRILL, ERICKSON AND ASSOCIATES, INC. SHAREHOLDER indirect 1998-07-01
PENSION PORTFOLIO ADVISORS INC. N/A direct 1995-11-01
CORRELL CO. INVESTMENT SERVICES CORP. SHAREHOLDER direct 1995-11-01
BONNIE WUSZ & ASSOCIATES, INC. OWNER direct 1991-06-01
CORNERSTONE ADVISORS, LLC OWNER indirect 1982-08-01
MOSBY LINCOLN LC MEMBER MANAGER direct 1995-12-01
CAROL GRANT DESMOND OWNER direct 1982-12-01
HHH INVESTMENT INC PRESIDENT direct 1995-12-01
VAN BERKOM AND ASSOCIATES INC. PRESIDENT AND CHIEF EXECUTIVE OFFICER indirect 1991-07-01
SIFE DIRECTOR/OWNER direct 1995-12-01
AMERVEST COMPANY, INC. CCO / MANAGING DIRECTOR direct 1983-01-01
KAUFMAN BROS., L.P. LP direct 1995-12-01
SIRIUS PARTNERS, L.P. SHAREHOLDER indirect 1983-01-01
OVERLOOK INVESTMENTS L.P. GENERAL PARTNER direct 1995-12-01
FINANCIAL ADVISORY SERVICE INC SHAREHOLDER direct 1983-02-01
RIGGS SECURITIES INC. SHAREHOLDER indirect 1991-09-01
P. R. HERZIG & CO. INC. BOARD OF DIRECTORS direct 1995-12-01
P. R. HERZIG & CO. INC. SHAREHOLDER direct 1995-12-01
GREENLEAF ASSET MANAGEMENT INC PRESIDENT direct 1991-10-01
P. R. HERZIG & CO. INC. TRUSTEE OF 2 TRUSTS indirect 1995-12-01
OWNERSHIP ADVISORS, INC. PRESIDENT direct 1998-09-01
HOLT VALUE ASSOCIATES LP PRESIDENT indirect 1991-11-01
RANSON CAPITAL CORPORATION VP SEC. direct 1996-01-01
THE HOLLISTER ASSET MANAGEMENT CO, G.P. GENERAL PARTNER direct 1998-09-01
HOLT VALUE ASSOCIATES LP PRESIDENT indirect 1991-11-01
THE BAKER GROUP, LP VICE PRES/MANAGING DIRECTOR direct 1998-09-01
SOMERS ASSET MANAGEMENT INCORPORATED PRESIDENT direct 1991-11-01
OLYMPUS ADVISORS, LLC MEMBER direct 1996-01-01
FINANCIAL ADVISORY SERVICE INC SHAREHOLDER direct 1996-02-01
ACCESS FINANCIAL GROUP, INC. OWNER direct 1996-02-01
MCELWAIN ROBERT JOHN PRESIDENT direct 1983-10-01
CAVALRY BANKING TRUST OFFICER/ SVP direct 1992-01-01
MIDWEST CAPITAL MANAGEMENT, INC. PRESIDENT direct 1996-03-01
CHAPLIN-MULLAUGH, INCORPORATED CORPORATE SECRETARY direct 1996-03-01
HAMMER ASSET MANAGEMENT LLC TRUSTEE indirect 1998-10-01
HAMMER ASSET MANAGEMENT LLC TRUSTEE direct 1998-10-01
JGE CAPITAL MANAGEMENT, LLC MEMBER direct 1996-04-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED TRUSTEE indirect 1984-05-01
RYDER STILWELL INVESTMENT ADVISORS INC MAJORITY OWNER indirect 1992-04-01
CITY SECURITIES CORPORATION DIRECTOR direct 1998-11-01
FINANCIAL ADVISORY SERVICE INC JAMES G. DUSSOLD, TRUSTEE direct 1996-05-01
LM ADVISORS INC PRESIDENT direct 1984-07-01
DAWSON RUSSELL INC. PRESIDENT direct 1992-05-01
THE JENTNER CORPORATION OWNER direct 1984-10-01
CAVALRY BANKING TRUST OFFICER direct 1992-05-01
SANDER CAPITAL ADVISORS DIRECTOR, VICE PRESIDENT AND SECRETARY direct 1985-01-01
THE BAKER GROUP, LP CHAIRMAN AND PRESIDENT direct 1992-05-01
THE BAKER GROUP, LP VICE PRES/MANAGING DIRECTOR direct 1992-05-01
NORTHWEST FINANCIAL PLANNING CORP SHAREHOLDER direct 1992-07-01
WEXFORD CLEARING SERVICES CORPORATION SENIOR VICE PRESIDENT- CROP direct 1996-07-01
AMERICAN SUPERIOR CO TRUST direct 1996-07-01
ROOSEVELT INVESTMENT GROUP INC CHAIRMAN direct 1992-07-01
PCJ INVESTMENT COUNSEL LTD. PARTNERSHIP direct 1996-07-01
EIDELMAN FINGER HARRIS & CO PRESIDENT direct 1985-06-01
ROOSEVELT INVESTMENT GROUP INC SEC-TREASURER MANAGING DIR direct 1992-07-01
ROOSEVELT INVESTMENT GROUP INC VP INVESTMENTS direct 1992-07-01
DRV GROUP INC PRESIDENT direct 1996-08-01
ROOSEVELT INVESTMENT GROUP INC CEO direct 1992-07-01
ROOSEVELT INVESTMENT GROUP INC PRESIDENT direct 1992-07-01
THE BAKER GROUP, LP VICE PRES/MANAGING DIRECTOR direct 1996-08-01
RONALD OLSON, INC. STOCK HOLDER direct 1992-07-01
PERFORMANCE ENHANCEMENT TECHNOLOGIES LTD PRESIDENT/CIO direct 1985-12-01
FINANCIAL MANAGEMENT ADVISORS INC SHAREHOLDER indirect 1985-12-01
PINKERTON RETIREMENT SPECIALISTS, LLC OWNER indirect 1996-09-01
PINKERTON RETIREMENT SPECIALISTS, LLC OWNER indirect 1996-09-01
CAPITAL BUILDERS ADVISORY SERVICES INC SHAREHOLDER direct 1986-01-01
STANFORD ADVISORY GROUP, LLC CEO/CIO direct 1992-10-01
UNIVERSAL FINANCIAL SERVICES INC. DIRECTOR direct 1986-02-01
UNIVERSAL FINANCIAL SERVICES INC. CEO indirect 1986-02-01
HOLBEIN ASSOCIATES, INC. SECRETARY direct 1986-03-01
HOOPER R B & CO INC PRESIDENT direct 1992-11-01
CHARLES FISH INVESTMENTS, INC. SHAREHOLDER direct 1996-10-01
HOOPER R B & CO INC VICE PRESIDENT direct 1992-11-01
ORION FINANCIAL SERVICES, LLC SHAREHOLDER indirect 1996-11-01
HERRMANN & COOKE, INC. DIRECT OWNER direct 1986-03-01
MACEY-HOLLAND & CO., LLC MANAGING MEMBER direct 1996-12-01
GREIG ASSOCIATES INC SENIOR VICE PRESIDENT direct 1986-04-01
GREIG ASSOCIATES INC SECRETARY direct 1986-04-01
ALEXANDER & MUCKERMANN PARTNER direct 1986-04-01
HONISS ROBIN OWNER direct 1993-01-01
BAY ISLE FINANCIAL CORP PRESIDENT direct 1986-06-01
KINGSTON INVESTMENT COUNSEL INC VICE PRESIDENT & SECRETARY direct 1993-01-01
BATCHELDER & PARTNERS, INC. OWNER direct 1997-01-01
BAY ISLE FINANCIAL CORP CHIEF INVESTMENT OFFICER direct 1986-06-01
PEKIN SINGER STRAUSS ASSET MANAGEMENT INC. SHAREHOLDER direct 1993-01-01
NEUMEIER INVESTMENT COUNSEL LLC MEMBER direct 1997-01-01
INTEGRATED FINANCIAL PLANNING SERVICES PRESIDENT direct 1986-06-01
MANAGED ACCOUNT SERVICES INC SHAREHOLDER direct 1993-01-01
FINANCIAL ADVISORY SERVICE INC MAX W. GREER, JR., TRUSTEE direct 1986-08-01
MCCORMICK CAPITAL MANAGEMENT PRESIDENT direct 1986-09-01
HAROLD W. DANCE INC. S-CORP SHAREHOLDER, 16% direct 1993-04-01
ROSEMOUNT CAPITAL LIMITED TRUSTEE indirect 1997-01-01
FREMONT REALTY CAPITAL, L.P. SHAREHOLDER indirect 1997-02-01
SAUNDERS RETIREMENT ADVISORS, INC. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1993-04-01
JUNDT ASSOCIATES INC TRUSTEE direct 1997-03-01
PREMIERETRADE SECURITIES, INC. TRUSTEE OF DICKS FAMILY TRUST direct 1993-05-01
FIDELITY FINANCIAL GROUP, INC. DIRECTOR direct 1987-02-01
SENA WELLER ROHS WILLIAMS INC. SENIOR VP direct 1993-06-01
SENA WELLER ROHS WILLIAMS INC. EXECUTIVE VP direct 1993-06-01
SAGE, RUTTY & CO., INC. SHAREHOLDER direct 1987-02-01
CONTEXT CAPITAL MANAGEMENT LLC TRUSTEE indirect 1993-06-01
CONTEXT CAPITAL MANAGEMENT LLC TRUSTEE indirect 1993-06-01
OSTERWEIS CAPITAL MANAGEMENT LLC MEMBER direct 1997-03-01
CONTEXT CAPITAL MANAGEMENT LLC TRUSTEE indirect 1993-06-01
JOHN MOORE & ASSOCIATES INC SHAREHOLDER direct 1997-03-01
CHURCHILL MANAGEMENT CORP SHAREHOLDER direct 1987-07-01
THE PORTOLA GROUP INC SHAREHOLDER direct 1987-08-01
MAHLER & EMERSON INC. SHAREHOLDER direct 1993-07-01
FFR ADVISORY LLC TRUSTEE indirect 1997-03-01
ARGOS INVESTMENT ADVISORS, LLC MEMBER indirect 1993-07-01
S.A.I. CAPITAL MANAGEMENT, LLC TRUSTEE indirect 1997-03-01
SOCHET & COMPANY, INC. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1987-08-01
ARNERICH MASSENA, INC. SHAREHOLDER direct 1993-07-01
THE PORTOLA GROUP INC SHAREHOLDER indirect 1987-08-01
BACK BAY ADVISORS GENERAL PARTNER direct 1993-09-01
SENTINEL ADVISORS LLC MEMBER direct 1997-04-01
CALTON & ASSOCIATES, INC. PRESIDENT - DIRECTOR direct 1987-09-01
VAN DEVENTER & HOCH VDH SHAREHOLDER direct 1993-10-01
LEE KRASNER GROUP LTD PRESIDENT/TREASURER direct 1993-10-01
REGISTER & AKERS INVESTMENTS, INC. PRINCIPAL direct 1997-04-01
UNITED AMERICAN SECURITIES, INC. SHAREHOLDER direct 1987-10-01
TAYLOR STEPHENS INC GENERAL PARTNER indirect 1993-12-01
WAYZATA CAPITAL MANAGEMENT, INC. SHAREHOLDER direct 1997-05-01
SOUND FINANCIAL STRATEGIES GROUP, INC. FOUNDING PARTNER/CFO/CCO direct 1993-12-01
UNITED AMERICAN SECURITIES, INC. SHAREHOLDER direct 1987-11-01
STEVEN A. NOROIAN & ASSOCIATES, INC. OWNER direct 1997-05-01
WELTON INVESTMENT CORPORATION SOLE SHAREHOLDER direct 1997-05-01
WELTON INVESTMENT CORPORATION SOLE SHAREHOLDER indirect 1997-05-01
OSTERWEIS CAPITAL MANAGEMENT INC SHAREHOLDER direct 1994-01-01
WELTON FUND ADVISORS LLC SOLE SHAREHOLDER indirect 1997-05-01
WELTON INVESTMENT PARTNERS LLC SOLE SHAREHOLDER indirect 1997-05-01
TRENDSTAT CAPITAL MANAGEMENT INC. NO TITLE direct 1997-06-01
GREAT SOUTHERN CAPITAL MANAGEMENT, INC. VICE PRESIDENT direct 1987-12-01
MACSHANE CAPITAL MANAGEMENT CO INC PRESIDENT direct 1988-01-01
SAGE, RUTTY & CO., INC. SHAREHOLDER direct 1994-01-01
POPULAR SECURITIES, INC. DIRECTOR direct 1997-07-01
MARSDEN JOHN RICHARD JR OWNER direct 1994-01-01
KLOSTERMAN CAPITAL CORP TRUST direct 1997-07-01
MORGAN JESS S & CO INC TRUST direct 1997-07-01
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD PARTNERSHIP direct 1994-02-01
THE CLIFTON GROUP INVESTMENT MANAGEMENT COMPANY SHAREHOLDER direct 1997-07-01
AUTUMN GLORY PARTNERS, LLC TRUSTEE indirect 1988-01-01
BAI BONDSBERATUNG GES.M.B.H. SHAREHOLDER direct 1994-03-01
BAI BONDSBERATUNG GES.M.B.H. SHAREHOLDER indirect 1994-03-01
JONES COMMODITIES, INC. SHAREHOLDER direct 1997-08-01
GREAT SOUTHERN CAPITAL MANAGEMENT, INC. PRESIDENT direct 1988-03-01
ADVISORS PENSION SERVICES AGENCY INC PRESIDENT direct 1988-04-01
CATHOLIC FINANCIAL SERVICES CORP VICE PRESIDENT, DIRECTOR direct 1994-06-01
GRAHAM CAPITAL MANAGEMENT, L.P. LIMITED PARTNER indirect 1994-06-01
KLAFF REALTY, LP OWNER indirect 1988-06-01
HELLMAN & FRIEDMAN ASSOCIATES III LP SHAREHOLDER indirect 1994-07-01
H&F INVESTORS III SHAREHOLDER indirect 1994-07-01
FIRST WESTERN ADVISORS PRESIDENT / DIRECTOR direct 1997-10-01
STEPHEN JONES CAPITAL MANAGEMENT, INC. 90% SHAREHOLDER direct 1997-11-01
HUTCHINSON/IFRAH FINANCIAL SERVICES, INC. CHAIRMAN & PRESIDENT direct 1988-08-01
SOUTH OCEAN MANAGEMENT LIMITED SHAREHOLDER direct 1994-09-01
JONES VILLALTA ASSET MANAGEMENT, LLC 90% SHAREHOLDER OF STEPHEN JONES CAPITAL MANAGEMENT, INC. indirect 1997-11-01
THE HOLLISTER ASSET MANAGEMENT CO, G.P. GENERAL PARTNER direct 1994-09-01
GLOBALVEST MANAGEMENT CO LP ESTABLISHED direct 1994-10-01
TRIGRAN INVESTMENTS, INC. TRUSTEE indirect 1988-11-01
J.J.B. HILLIARD, W.L. LYONS, LLC NAMED FIDUCIARY indirect 1988-11-01
IHP CAPITAL PARTNERS SHAREHOLDER direct 1997-12-01
MCCORMICK CAPITAL MANAGEMENT SECRETARY, TREASURER direct 1988-12-01
KAPLAN & CO. SECURITIES INC. CEO direct 1994-10-01
EAST PACIFIC INVESTMENT CO INC PRESIDENT direct 1989-01-01
LARIMER CAPITAL CORP SECRETARY direct 1989-01-01
TIFFANY CAPITAL ADVISORS INC BOARD MEMBER direct 1998-01-01
KIT COLE INVESTMENT ADVISORY SERVICES SHAREHOLDER direct 1989-03-01
LOVELL INCORPORATED CORPORATE SECRETARY direct 1989-03-01
SAGE, RUTTY & CO., INC. DIRECTOR direct 1998-01-01
KURIYAMA & CO LLC MEMBER direct 1998-01-01
NEWPORT INVESTMENT ADVISORS INC CEO direct 1989-04-01
JULIUS BAER SECURITIES INC. FIRST VICE PRESIDENT direct 1994-12-01
SUMMIT PARTNERS V, L.P. LIMITED PARTNER direct 1998-01-01
TIFFANY CAPITAL ADVISORS INC PRESIDENT direct 1989-05-01
CWS CAPITAL PARTNERS LLC SHAREHOLDER direct 1998-01-01
THE BAUPOST GROUP, L.L.C. MEMBER direct 1998-01-01
BOBERSKI & CO PRESIDENT direct 1966-01-01
H&F ADMINISTRATION III LLC SHAREHOLDER indirect 1994-12-01
IWAMOTO, KONG & CO., INC. SHAREHOLDER direct 1998-01-01
HOLDEN TOLBERT & CO INC PRESIDENT direct 1967-05-01
H & F ADMINISTRATION IV LLC SHAREHOLDER indirect 1994-12-01
CWS CAPITAL PARTNERS LLC SHAREHOLDER / MANAGING MEMBER direct 1998-01-01
HOLDEN TOLBERT & CO INC SECRETARY, TREASURER direct 1967-05-01
BUSINESS SERVICES, INC. OWNER direct 1989-05-01
LEGACY PARTNERS INVESTMENT MANAGEMENT SERVICES,LLC MEMBER indirect 1968-06-01
FINANCIAL ADVISORY SERVICE INC DANIELLE G. MEIER AND JOHN A. MEIER, TRUSTEES direct 1998-01-01
PINNACLE ASSET MANAGEMENT, L.P. MEMBER indirect 1994-12-01
OTTAWA AVENUE PRIVATE CAPITAL, LLC SHAREHOLDER indirect 1994-12-01
HELLMAN & FRIEDMAN CAPITAL MANAGEMENT SHAREHOLDER indirect 1989-06-01
SANDPOINTE, LLC MEMBER indirect 1994-12-01
CAMBRIDGE EQUITY ADVISORS INC CHIEF EXECUTIVE OFFICER direct 1989-06-01
BRENTON INVESTMENTS, INC. SHAREHOLDER indirect 1995-01-01
HANSSET GLOBAL ADVISORS CO., LTD. SHAREHOLDER direct 1989-08-01
TRIAD INVESTMENT ADVISORS CORP PRESIDENT direct 1972-10-01
JOHNSTON, LEMON & CO. INC. CHAIRMAN direct 1973-10-01
VALU TRAC INVESTMENT MANAGEMENT LTD PARENT COMPANY direct 1989-10-01
ATLANTIC CAPITAL MANAGEMENT LTD PRESIDENT direct 1989-12-01
BJURMAN, BARRY & ASSOCIATES SHAREHOLDER A CLASS direct 1998-03-01
JOHNSTON, LEMON & CO. INC. CHAIRMAN indirect 1989-12-01
MYERSON VAN DEN BERG & CO TRUST OWNS ALL THE STOCK direct 1975-01-01
DE PRINCE, RACE & ZOLLO, INC. SHAREHOLDER direct 1998-03-01
STANLEY D J & CO INC PRESIDENT & CEO, CFO, COO, CLO,CCO direct 1976-05-01
POPULAR SECURITIES, INC. DIRECTOR direct 1995-05-01
SPECTRUM ASSET MANAGEMENT INC SHAREHOLDER direct 1990-01-01
GREAT SOUTHERN CAPITAL MANAGEMENT, INC. TREASURER direct 1977-06-01
BOULDER INVESTMENT ADVISERS LLC MEMBER indirect 1998-05-01
NOVARE CAPITAL MANAGEMENT MEMBER indirect 1995-05-01
SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP. TREASURER, FINOP direct 1978-08-01
BNY ASSOCIATES INCORPORATED DIRECTOR direct 1998-05-01
SAVINGS GROWERS, INC. PRESIDENT direct 1990-08-01
MOORS & CABOT INVESTOR SERVICES INC PARENT indirect 1978-08-01
SOUND CAPITAL MANAGEMENT INC MANAGING DIRECTOR direct 1995-06-01
FULLER & THALER ASSET MANAGEMENT INC SHAREHOLDER direct 1998-05-01
SULLIVAN,MORRISSEY & MICKLE CAPITAL MANAGEMENT CORP. CHAIRMAN, DIRECTOR, CHIEF COMPLIANCE OFFICER direct 1978-08-01
SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP. VICE CHAIRMAN, DIRECTOR direct 1978-11-01
STAMPS, WOODSUM & CO. IV LIMITED PARTNER direct 1995-06-01
PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION SHAREHOLDER direct 1995-06-01
VALUE PARTNERS LTD SHAREHOLDER direct 1998-06-01
VALU-TRAC INVESTMENT RESEARCH LIMITED OWNER direct 1998-06-01
CORRELL CO. INVESTMENT SERVICES CORP. SECRETARY direct 1995-07-01
PRIVATE PORTFOLIO OF SAN DIEGO, INC. VICE PRESIDENT direct 1998-06-01
BERKELEY CAPITAL ADVISERS, LLC TRUSTEE indirect 1991-01-01
GREIG ASSOCIATES INC VICE PRESIDENT direct 1998-07-01
PCJ INVESTMENT COUNSEL LTD. PARTNERSHIP direct 1995-07-01
RWT INVESTMENT ADVISERS, INC. 100% SHAREHOLDER direct 1998-07-01
NOBLE PARTNERS, L.P. SHAREHOLDER indirect 1991-03-01
POPULAR SECURITIES, INC. DIRECTOR direct 1995-08-01
KELLNER, DILEO & CO., L.P. LIMITED PARTNER direct 1998-07-01
W R MAHOOD ASSET MANAGEMENT, INC. PRESIDENT direct 1991-04-01
NBC SECURITIES, INC. VICE PRESIDENT direct 1995-08-01
BURNEY CO CHAIRMAN direct 1981-04-01
FARALDI & PORRO INC PRESIDENT direct 1981-06-01
ARNHOLD AND S. BLEICHROEDER, INC. SENIOR VICE PRESIDENT & DIRECTOR direct 1988-08-01 2000-11-09
ARNHOLD AND S. BLEICHROEDER, INC. SENIOR VICE PRESIDENT & DIRECTOR direct 1995-03-01 2000-11-09
FSC SECURITIES CORPORATION DIRECTOR/CHAIRMAN direct 1997-10-01 2000-12-15
J. BUSH & CO., INCORPORATED DIRECTOR direct 1970-09-01 2001-01-29
J. BUSH & CO., INCORPORATED EXECUTIVE VICE PRESIDENT direct 1998-03-01 2001-01-29
CHASE INVESTMENT SERVICES CORP. DIRECTOR direct 1998-09-01 2001-01-30
RASKOB KAMBOURIAN FINANCIAL ADVISORS LTD TREAURER direct 1992-02-01 2001-01-30
MACK INVESTMENT SECURITIES, INC. TRUSTEE IS PRESIDENT direct 1986-01-01 2001-01-30
FORUM SECURITIES, INC. SHAREHOLDER indirect 1990-07-01 2001-01-30
FORUM SECURITIES, INC. VICE PRESIDENT/CFO direct 1991-03-01 2001-01-30
AMERICAN FIDELITY ASSURANCE CO SENIOR VICE PRESIDENT direct 1998-08-01 2001-01-31
AMERICAN FIDELITY ASSURANCE CO DIRECTOR direct 1992-01-01 2001-01-31
AMERICAN FIDELITY ASSURANCE CO PRESIDENT/DIRECTOR direct 1992-02-01 2001-01-31
AMERICAN FIDELITY ASSURANCE CO DIRECTOR direct 1984-04-01 2001-01-31
COUNTRY CAPITAL MANAGEMENT COMPANY SENIOR VP MARKETING direct 1996-10-01 2001-01-31
MOODY ALDRICH & SULLIVAN LLC NON MEMBER indirect 1992-12-01 2001-01-31
AMERICAN FIDELITY ASSURANCE CO SENIOR VICE PRESIDENT direct 1987-01-01 2001-01-31
AMERICAN FIDELITY ASSURANCE CO SENIOR VICE PRESIDENT direct 1987-02-01 2001-01-31
AMERICAN FIDELITY ASSURANCE CO SENIOR VICE PRESIDENT direct 1994-01-01 2001-01-31
MOODY ALDRICH & SULLIVAN LLC NON MEMBER indirect 1988-06-01 2001-01-31
MOODY ALDRICH & SULLIVAN LLC NON MEMBER indirect 1988-06-01 2001-01-31
AMERICAN FIDELITY ASSURANCE CO DIRECTOR direct 1997-11-01 2001-01-31
AMERICAN FIDELITY ASSURANCE CO SENIOR CHAIRMAN OF BOARD direct 1998-01-01 2001-01-31
AMERICAN FIDELITY ASSURANCE CO CH.BD./DIR/CEO direct 1998-01-01 2001-01-31
AMERICAN FIDELITY ASSURANCE CO SENIOR VICE PRESIDENT direct 1990-01-01 2001-01-31
JULIUS BAER SECURITIES INC. CHAIRMAN direct 1998-04-01 2001-01-31
AMERICAN FIDELITY ASSURANCE CO SHAREHOLDER indirect 1980-05-01 2001-01-31
AMERICAN FIDELITY ASSURANCE CO DIRECTOR direct 1998-07-01 2001-01-31
CENTURION CAPITAL MANAGEMENT CORP BENEFICIAL OWNER OF CCGI, COMMON indirect 1997-12-01 2001-02-01
ESSEX LLC SECRETARY direct 1933-01-01 2001-02-23
HARTFORD INVESTMENT FINANCIAL SERVICES COMPANY SENIOR VICE PRESIDENT & DIRECTOR- INVESTMENTS & DIRECTOR direct 1996-12-01 2001-02-28
COMMONWEALTH ADVISORS INC VICE PRESIDENT direct 1997-02-01 2001-02-28
LINDNER ASSET MANAGEMENT INC SHAREHOLDER direct 1997-03-01 2001-02-28
MBIA CAPITAL MANAGEMENT CORP. SENIOR MANAGING DIRECTOR direct 1998-02-01 2001-02-28
COMMONWEALTH ADVISORS INC SECRETARY direct 1991-04-01 2001-02-28
ORLEANS CAPITAL MANAGEMENT CORP PRESIDENT, DIRECT OWNER-COMMON & DIRECTOR direct 1991-07-01 2001-03-01
MONTICELLO ASSOCIATES INC PRESIDENT direct 1992-07-01 2001-03-01
MONTICELLO ASSOCIATES INC TREASURER direct 1992-07-01 2001-03-01
WCM INVESTMENT MANAGEMENT VP direct 1995-06-01 2001-03-01
THE ROBINSON-HUMPHREY COMPANY, LLC SENIOR MANAGING DIRECTOR AND DIRECTOR direct 1998-05-01 2001-03-13
PMG CAPITAL CORP. MANAGING DIRECTOR direct 1998-10-01 2001-03-15
PRINCOR FINANCIAL SERVICES CORPORATION SENIOR VICE PRESIDENT direct 1998-01-01 2001-03-15
DIVERSIFIED INVESTMENT ADVISORS INC DIRECTOR, TREASURER & CHIEF FINANCIAL OFFICER direct 1992-10-01 2001-03-16
BERGER & ASSOCIATES LLC MANAGER & 50% OWNER direct 1997-04-01 2001-03-16
ARMA FINANCIAL SERVICES, INC. DIRECTOR direct 1991-06-01 2001-03-20
ARMA FINANCIAL SERVICES, INC. DIRECTOR direct 1996-07-01 2001-03-20
ARMA FINANCIAL SERVICES, INC. CHAIRMAN direct 1986-04-01 2001-03-20
ARMA FINANCIAL SERVICES, INC. SECRETARY direct 1986-04-01 2001-03-20
ARMA FINANCIAL SERVICES, INC. DIRECTOR direct 1986-04-01 2001-03-20
ARMA FINANCIAL SERVICES, INC. DIRECTOR direct 1994-10-01 2001-03-20
TREECE INVESTMENT ADVISORY CORP PRESIDENT, DIRECTOR, SECT, TREASURER direct 1979-08-01 2001-03-23
ASSET MANAGEMENT ADVISORS, LLC EXECUTIVE MANAGER direct 1996-06-01 2001-03-26
COMMERCE CAPITAL MARKETS, INC. EXECUTIVE VICE PRESIDENT direct 1977-03-01 2001-03-26
COMMERCE CAPITAL MARKETS, INC. MANAGING DIRECTOR direct 1977-09-01 2001-03-26
AMERVEST CO INC MANAGING DIRECTOR direct 1993-01-01 2001-03-27
VESTRUST SECURITIES L.P. SHAREHOLDER direct 1997-01-01 2001-03-29
PMG CAPITAL CORP. PRESIDENT direct 1986-12-01 2001-03-29
FIRST WESTERN ADVISORS VICE PRESIDENT/SECRETARY direct 1997-10-01 2001-03-29
FIRST WESTERN ADVISORS DIRECTOR direct 1997-10-01 2001-03-29
PMG CAPITAL CORP. VICE PRESIDENT ADMIN. direct 1995-04-01 2001-03-29
PMG CAPITAL CORP. MANAGING DIRECTOR direct 1995-10-01 2001-03-29
PROEQUITIES INC DIRECTOR direct 1997-01-01 2001-03-30
KAHN BROTHERS & CO. INC. STOCKHOLDER, DIRECTOR direct 1978-07-01 2001-03-30
PROVIDENT NATIONAL ASSURANCE COMPANY DIRECTOR, EXECUTIVE VICE PRESIDENT - FINANCE direct 1997-11-01 2001-04-02
PROVIDENT NATIONAL ASSURANCE COMPANY VICE PRESIDENT AND SECRETARY direct 1997-11-01 2001-04-02
PROVIDENT NATIONAL ASSURANCE COMPANY DIRECTOR direct 1995-10-01 2001-04-02
RICHARD O. JONES PRESIDENT/CEO indirect 1993-07-01 2001-04-06
RICHARD O. JONES SHAREHOLDER direct 1993-12-01 2001-04-06
CENTURION TRUST COMPANY SHAREHOLDER indirect 1997-12-01 2001-04-12
TOWER SQUARE SECURITIES, INC. VICE PRESIDENT direct 1998-09-01 2001-04-19
ORION FINANCIAL SERVICES, LLC MEMB ER OF LLC direct 1997-08-01 2001-04-20
THE ADVISORS GROUP, INC. CHAIRMAN OF BOARD OF DIRECTORS direct 1988-08-01 2001-04-26
CONCOURSE CAPITAL CORPORATION DIRECTOR direct 1991-08-01 2001-04-27
TIMING STRATEGIES CORP PRESIDENT direct 1982-05-01 2001-04-30
CANTERBURY CAPITAL SERVICES, INC. SECRETARY direct 1995-11-01 2001-04-30
MILLAR ROBERT PETER WHARTON COMPLIANCE OFFICER direct 1995-12-01 2001-04-30
VALU TRAC INVESTMENT MANAGEMENT LTD COMPLIANCE OFFICER direct 1995-12-01 2001-04-30
CMS INVESTMENT RESOURCES, INC. VICE PRESIDENT, GENERAL COUNSEL direct 1986-06-01 2001-04-30
VALU TRAC INVESTMENT MANAGEMENT LTD NON-EXECUTIVE DIRECTOR direct 1994-10-01 2001-04-30
VALU TRAC INVESTMENT MANAGEMENT LTD CHIEF EXECUTIVE direct 1989-10-01 2001-04-30
SUNTRUST EQUITABLE SECURITIES CORPORATION CROP direct 1990-07-01 2001-05-03
TITAN INVESTMENT ADVISORS LLC PARTNER direct 1996-05-01 2001-05-15
SOVEREIGN HOLDINGS LLC PRESIDENT direct 1997-01-01 2001-05-16
SOVEREIGN HOLDINGS LLC ADMINISTRATIVE PARTNER direct 1997-01-01 2001-05-16
ROBOTTI & COMPANY, INCORPORATED DIRECTOR & STOCKHOLDER direct 1983-08-01 2001-05-24
ROGGE GLOBAL PARTNERS PLC 100% SHAREHOLDER OF UNITED ASSET MANAGEMENT UK HOLDINGS LIMITED direct 1996-09-01 2001-05-24
ROBOTTI & COMPANY, INCORPORATED STOCKHOLDER direct 1987-09-01 2001-05-24
ROBOTTI & COMPANY, INCORPORATED SROP, ROP direct 1997-09-01 2001-05-24
ROBOTTI & COMPANY, INCORPORATED SROP, ROP direct 1994-05-01 2001-05-24
CANYON CAPITAL REALTY ADVISORS LLC MEMBER direct 1998-05-01 2001-06-12
THE ROBINSON-HUMPHREY COMPANY, LLC EXECUTIVE VICE PRESIDENT AND DIRECTOR direct 1997-05-01 2001-06-20
SPELMAN & CO., INC. DIRECTOR direct 1998-04-01 2001-06-20
THE MILLER FINANCIAL GROUP, INC. SHAREHOLDER indirect 1992-04-01 2001-06-25
A. G. EDWARDS & SONS, INC. DIRECTOR OF HOLDING COMPANY direct 1997-06-01 2001-06-26
COORDINATED ASSET PLANNING CO INC CHEIF OPERATIONS OFFICER direct 1989-05-01 2001-07-30
METROPOLITAN LIFE INSURANCE COMPANY DIRECTOR direct 1995-06-01 2001-07-30
KEENE & ASSOCIATES, INC. PRESIDENT direct 1994-09-01 2001-08-09
WILLIAMS C R INC MANAGING DIRECTOR direct 1994-06-01 2001-08-15
WILLIAMS C R INC PRESIDENT direct 1994-08-01 2001-08-15
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER EXECUTIVE VICE PRESIDENT, DIRECTOR OF UPG direct 1987-08-01 2001-08-21
ST. BERNARD FINANCIAL SERVICES, INC. SHAREHOLDER direct 1994-03-01 2001-08-28
MEMORIAL INVESTMENT ADVISORS INC VP AND CIO direct 1998-09-01 2001-09-25
SYMMETRIC INVESTMENTS, INC. 5% + SHAREHOLDER direct 1992-12-01 2001-09-26
ALLIANCE ADVISORY & SECURITIES, INC. PRESIDENT indirect 1987-07-01 2001-09-27
PMG CAPITAL CORP. PRESIDENT AND CHIEF EXECUTIVE OFFICER direct 1986-12-01 2001-10-01
PMG CAPITAL CORP. MANAGING DIRECTOR direct 1987-06-01 2001-10-01
PMG CAPITAL CORP. MANAGING DIRECTOR direct 1993-12-01 2001-10-01
PMG CAPITAL CORP. MANAGING DIRECTOR AND TREASURER direct 1995-10-01 2001-10-01
SMITH SHELLNUT WILSON LLC PRINCIPAL direct 1998-08-01 2001-10-22
SMITH SHELLNUT WILSON LLC PRINCIPAL direct 1995-06-01 2001-10-22
SALOMON SMITH BARNEY INC. CHAIRMAN & CEO - SMITH BARNEY ASSET MANAGEMENT direct 1997-08-01 2001-10-24
SALOMON SMITH BARNEY INC. MANAGING DIRECTOR - SALOMON SMITH BARNEY, CHIEF INVESTMENT OFFICER - SMITH BARNEY ASSET MANAGEMENT direct 1997-08-01 2001-10-24
SALOMON SMITH BARNEY INC. GENERAL COUNSEL - SMITH BARNEY ASSET MANAGEMENT, MANAGING DIRECTOR - SALOMON SMITH BARNEY INC. direct 1995-07-01 2001-10-24
CSFBDIRECT, INC. DIRECTOR/CCO/CROP/SROP direct 1996-08-01 2001-10-26
STEPHENS INC. SHAREHOLDER PREFERRED B indirect 1990-12-01 2001-10-31
STEPHENS INC. SHAREHOLDER COMMON A indirect 1990-12-01 2001-10-31
CBNY INVESTMENT SERVICES CORP. SHAREHOLDER indirect 1988-03-01 2001-11-01
FINARC LLC SPOUSE direct 1996-10-01 2001-11-29
THE MILLER FINANCIAL GROUP, INC. SHAREHOLDER indirect 1992-04-01 2001-11-30
CJ CAPITAL MANAGEMENT LLC PRESIDENT direct 1998-08-01 2001-12-07
ARNHOLD AND S. BLEICHROEDER, INC. CO-CHAIRMAN OF THE BOARD direct 1994-01-01 2001-12-10
ARNHOLD AND S. BLEICHROEDER, INC. CO-PRESIDENT, SECRETARY & DIRECTOR direct 1994-01-01 2001-12-10
ARNHOLD AND S. BLEICHROEDER, INC. CO-PRESIDENT AND DIRECTOR direct 1994-01-01 2001-12-10
ARNHOLD AND S. BLEICHROEDER, INC. SENIOR VICE PRESIDENT , SROP/CROP direct 1994-04-01 2001-12-10
ARNHOLD AND S. BLEICHROEDER, INC. STOCKHOLDER direct 1946-07-01 2001-12-10
ARNHOLD AND S. BLEICHROEDER, INC. SENIOR VICE PRESIDENT & DIRECTOR direct 1978-06-01 2001-12-10
ARNHOLD AND S. BLEICHROEDER, INC. SENIOR VICE PRESIDENT, TREASURER & DIRECTOR direct 1990-11-01 2001-12-10
TRENDLINE RESEARCH & MANAGEMENT CORP DIRECTOR, VICE-PRESIDENT, SECRETARY/TREASURER direct 1988-03-01 2001-12-12
TRENDLINE RESEARCH & MANAGEMENT CORP DIRECTOR, PRESIDENT direct 1988-03-01 2001-12-12
TREVOR STEWART BURTON & JACOBSEN INC STOCKHOLDER direct 1995-04-01 2001-12-18
COUNTRY CAPITAL MANAGEMENT COMPANY VP INFO SYSTEMS direct 1996-10-01 2001-12-20
COUNTRY CAPITAL MANAGEMENT COMPANY CORPORATE CONTROLLER direct 1997-03-01 2001-12-20
COUNTRY CAPITAL MANAGEMENT COMPANY VP COMMUNICATIONS & HUMAN RESOURCES direct 1989-10-01 2001-12-20
THURLOW CAPITAL MANAGEMENT, INC. PRESIDENT direct 1997-04-01 2002-01-03
THURLOW CAPITAL MANAGEMENT, INC. VICE-PRESIDENT direct 1997-04-01 2002-01-03
CENTURION HINDS INVESTMENT MANAGEMENT CORP SHAREHOLDER OF CENTURION CAPITAL GROUP INC. indirect 1997-12-01 2002-01-17
NORTHERN TRUST SECURITIES, INC. DIRECTOR direct 1997-01-01 2002-01-23
CATHOLIC FINANCIAL SERVICES CORP CHAIRMAN, DIRECTOR direct 1994-06-01 2002-01-23
CATHOLIC FINANCIAL SERVICES CORP DIRECTOR direct 1994-06-01 2002-01-23
CSFBDIRECT, INC. DIRECTOR OF COMPLIANCE/CCO/CROP/SROP direct 1996-08-01 2002-01-25
PRINCOR FINANCIAL SERVICES CORPORATION DIRECTOR direct 1998-01-01 2002-01-25
SUCCESSFUL RESOURCES MANAGEMENT LTD VICE PRESIDENT direct 1996-06-01 2002-02-05
COORDINATED ASSET PLANNING CO INC PRESIDENT direct 1984-01-01 2002-02-13
FERGUSON INVESTMENT CONSULTANTS INC PRESIDENT direct 1988-06-01 2002-02-13
COORDINATED ASSET PLANNING CO INC CHIEF OPERATIONS OFFICER direct 1989-05-01 2002-02-13
MCCORMACK ADVISORS INTERNATIONAL LLC S indirect 1973-12-01 2002-03-11
AMERICAN INVESTMENT SERVICES INC TREASURER & SECRETARY direct 1988-12-01 2002-03-15
HORSLEY BRIDGE PARTNERS, INC. SHAREHOLDER direct 1983-03-01 2002-03-19
HORSLEY BRIDGE PARTNERS, INC. SHAREHOLDER direct 1985-03-01 2002-03-19
PARNASSUS INVESTMENTS DIRECTOR direct 1984-06-01 2002-03-22
AMR INVESTMENT SERVICES, INC SECRETARY direct 1988-01-01 2002-03-25
MCCORMICK CAPITAL MANAGEMENT V.P. OPERATIONS direct 1996-04-01 2002-03-26
MCCORMICK CAPITAL MANAGEMENT V.P. FIXED INCOME direct 1993-03-01 2002-03-26
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD SHAREHOLDER direct 1995-01-01 2002-03-26
CITISTREET ADVISORS LLC VICE PRESIDENT, TREASURER, FINOP direct 1991-05-01 2002-03-27
LORD ANDREW CHARLES SOLE PROPRIETOR direct 1984-01-01 2002-03-27
GLEN RAUCH SECURITIES, INC. SECRETARY/DIRECTOR direct 1986-02-01 2002-03-27
NATIONWIDE ADVISORY SERVICES, INC. DIRECTOR direct 1998-04-01 2002-03-27
GUARDIAN CAPITAL ADVISORS INC V.P., COMPLIANCE & SECRETARY direct 1998-11-01 2002-03-28
INSTITUTIONAL SECURITIES CORPORATION SECRETARY direct 1996-05-01 2002-03-28
GUARDIAN CAPITAL INC MANAGING DIRECTOR direct 1985-11-01 2002-03-28
FORUM SECURITIES, INC. DIRECTOR direct 1992-08-01 2002-03-28
GUARDIAN CAPITAL INC MANAGING DIRECTOR direct 1988-02-01 2002-03-28
FORUM SECURITIES, INC. EXECUTIVE VICE PRESIDENT direct 1989-01-01 2002-03-28
FORUM SECURITIES, INC. DIRECTOR direct 1989-02-01 2002-03-28
GUARDIAN CAPITAL INC MANAGING DIRECTOR direct 1994-11-01 2002-03-28
FORUM SECURITIES, INC. SECRETARY direct 1989-06-01 2002-03-28
GUARDIAN CAPITAL INC MANAGING DIRECTOR direct 1995-04-01 2002-03-28
VALUE PARTNERS LTD NON-EXECUTIVE DIRECTOR direct 1998-06-01 2002-03-28
FORUM SECURITIES, INC. PRESIDENT/TREASURER/DIRECTOR/SROP/CROP direct 1991-02-01 2002-03-28
FORUM SECURITIES, INC. SENIOR VICE PRESIDENT/CFO direct 1991-03-01 2002-03-28
EPG INC SENIOR VICE PRESIDENT direct 1998-01-01 2002-04-01
JMG CAPITAL MANAGEMENT, LLC N/A indirect 1998-04-01 2002-04-01
STIFEL, NICOLAUS & COMPANY, INCORPORATED SHAREHOLDER direct 1996-06-01 2002-04-02
WARNER GROUP, INC. VICE PRESIDENT, DIRECTOR, SHAREHOLDER direct 1996-05-01 2002-04-03
TACTICAL ALLOCATION SERVICES LLC TRUST direct 1996-04-01 2002-04-04
BRENTON INVESTMENTS, INC. SHAREHOLDER indirect 1995-01-01 2002-04-17
MUHLENKAMP & CO INC SHAREHOLDER direct 1983-02-01 2002-04-22
DIVERSIFIED INVESTMENT ADVISORS INC DIRECTOR & PRESIDENT direct 1992-10-01 2002-04-30
LINDNER CAPITAL MANAGEMENT, LLC 52% SHAREHOLDER indirect 1997-03-01 2002-04-30
DIVERSIFIED INVESTMENT ADVISORS INC SECRETARY direct 1994-01-01 2002-04-30
CHAPEL HILL CAPITAL MANAGEMENT INC PRESIDENT direct 1997-12-01 2002-05-03
ARISTA INVESTMENT ADVISORS, LTD. VICE-PRESIDENT direct 1996-04-01 2002-05-06
PINNACLE FUND MANAGEMENT LLC NONE direct 1997-03-01 2002-05-06
ARISTA INVESTMENT ADVISORS, LTD. PRESIDENT direct 1988-11-01 2002-05-06
ARISTA INVESTMENT ADVISORS, LTD. SECRETARY direct 1988-11-01 2002-05-06
SUCCESSFUL MONEY STRATEGIES INC CHIEF INVESTMENT OFFICER direct 1993-03-01 2002-05-07
WESTBOURNE INVESTMENTS, INC. BENEFICIAL OWNER direct 1997-09-01 2002-05-14
WESTBOURNE INVESTMENTS, INC. BENEFICIAL OWNER direct 1997-12-01 2002-05-14
PLANNERS FINANCIAL SERVICES, INC. BOARD MEMBER direct 1984-03-01 2002-05-24
PACIFIC CAPITAL PLANNING COMPANY OWNER direct 1997-09-01 2002-05-24
A. G. EDWARDS & SONS, INC. DIRECTOR, SENIOR VICE PRESIDENT, ASSISTANT SECRETARY direct 1998-03-01 2002-05-31
R.V. KUHNS & ASSOCIATES, INC. TREASURER indirect 1986-01-01 2002-06-25
FIRST ALLIED SECURITIES, INC. SHAREHOLDER indirect 1994-10-01 2002-07-22
TRUSTED SECURITIES ADVISORS CORP. CHAIRMAN AND DIRECTOR direct 1998-08-01 2002-07-24
AMERICAN GENERAL FINANCIAL ADVISORS, INC. ASSISTANT TREASURER direct 1998-08-01 2002-08-29
EQUITY ANALYSTS INC. SHAREHOLDER direct 1998-09-01 2002-09-20
THE MILLER FINANCIAL GROUP, INC. SHAREHOLDER indirect 1992-04-01 2002-09-23
1717 CAPITAL MANAGEMENT COMPANY DIRECTOR direct 1998-11-01 2002-09-26
KILLIAN ASSET MANAGEMENT CORP PRESIDENT direct 1987-04-01 2002-10-11
ABSOLUTE RETURN ADVISORS, LTD. CROP/SROP/VP direct 1996-12-01 2002-10-14
MCCORMACK ADVISORS INTERNATIONAL LLC S indirect 1973-12-01 2002-10-16
METROPOLITAN LIFE INSURANCE COMPANY DIRECTOR direct 1983-02-01 2002-10-21
METROPOLITAN LIFE INSURANCE COMPANY DIRECTOR direct 1980-03-01 2002-10-21
METROPOLITAN LIFE INSURANCE COMPANY DIRECTOR direct 1980-11-01 2002-10-21
ARTHURS, LESTRANGE & COMPANY INCORPORATED OUTSIDE SHAREHOLDER direct 1986-03-01 2002-10-31
SANDALWOOD SECURITIES, INC. SHAREHOLDER direct 1997-12-01 2002-10-31
SANDALWOOD SECURITIES, INC. SHAREHOLDERS direct 1997-12-01 2002-10-31
BERGER & ASSOCIATES LLC MANAGER & 100% OWNER direct 1997-04-01 2002-12-04
MUHLENKAMP & CO INC SHAREHOLDER indirect 1983-02-01 2002-12-18
THE DANFORTH ASSOCIATES, INC VICE PRESIDENT & DIRECTOR direct 1994-09-01 2002-12-20
COUNTRY CAPITAL MANAGEMENT COMPANY VP FINANCE & TREASURER direct 1998-11-01 2003-01-02
COUNTRY CAPITAL MANAGEMENT COMPANY GENERAL COUNSEL & SECRETARY direct 1996-08-01 2003-01-02
COUNTRY CAPITAL MANAGEMENT COMPANY SENIOR VP & CHIEF FINANCIAL OFFICER direct 1996-10-01 2003-01-02
COUNTRY CAPITAL MANAGEMENT COMPANY CHAIRMAN OF THE BOARD & DIRECTOR direct 1994-10-01 2003-01-02
L ROY PAPP & ASSOCIATES GENERAL PARTNER direct 1992-01-01 2003-01-10
MEMORIAL INVESTMENT ADVISORS INC PRESIDENT AND CEO direct 1998-10-01 2003-01-14
MEMORIAL INVESTMENT ADVISORS INC VP AND CFO direct 1998-10-01 2003-01-14
LAUREL MANAGEMENT CO LLC MEMBER direct 1995-07-01 2003-01-15
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CITIGROUP GLOBAL MARKETS INC. CHIEF INVESTMENT OFFICER, U.S. RETAIL & HIGH NET WORTH - CITIGROUP ASSET MGMT direct 1997-09-01 2003-12-18
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SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING DIRECTOR AND SENIOR PORTFOLIO MANAGER direct 1996-07-01 2004-03-29
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PRIMECAP MANAGEMENT CO VICE CHAIRMAN direct 1983-09-01 2004-10-26
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ORLEANS CAPITAL MANAGEMENT CORP DIRECT OWNER-COMMON direct 1991-11-01 2007-02-02
ORLEANS CAPITAL MANAGEMENT CORP VICE PRESIDENT, DIRECT OWNER-COMMON, & DIRECTOR direct 1994-02-01 2007-02-02
ORLEANS CAPITAL MANAGEMENT CORP DIRECT OWNER-PREFERRED direct 1997-08-01 2007-02-02
ORGANIC CAPITAL MANAGEMENT INC PRESIDENT direct 1998-01-01 2007-02-08
GREAT LAKES ADVISORS, INC. SHAREHOLDER/DIRECTOR/PRESIDENT/TREASURER direct 1990-05-01 2007-02-09
GREAT LAKES ADVISORS, INC. SHAREHOLDER/DIRECTOR/SECRETARY direct 1990-05-01 2007-02-09
GREAT LAKES ADVISORS, INC. SHAREHOLDER/CHAIRMAN EMERITUS direct 1990-05-01 2007-02-09
GREAT LAKES ADVISORS, INC. DIRECTOR direct 1991-04-01 2007-02-09
A. G. EDWARDS & SONS, INC. CHIEF LEGAL OFFICER, SENIOR VICE PRESIDENT direct 1980-06-01 2007-02-16
LATEEF MANAGEMENT ASSOCIATES LIMITED PARTNER direct 1994-01-01 2007-02-27
MAXWELL NOLL INC DIRECTOR direct 1988-07-01 2007-03-01
HART REALTY ADVISERS, INC. MANAGING PARTNER--INVESTMENT TRANSACTIONS direct 1987-12-01 2007-03-02
THE MILLER FINANCIAL GROUP, INC. TRUSTEE indirect 1992-04-01 2007-03-09
ORGANIC CAPITAL MANAGEMENT INC PRESIDENT direct 1998-02-01 2007-03-23
METROPOLITAN LIFE INSURANCE COMPANY DIRECTOR direct 1987-05-01 2007-03-28
METROPOLITAN LIFE INSURANCE COMPANY DIRECTOR direct 1997-04-01 2007-03-28
THE PORTOLA GROUP INC SHAREHOLDER direct 1997-06-01 2007-03-28
METROPOLITAN LIFE INSURANCE COMPANY DIRECTOR direct 1994-09-01 2007-03-28
METROPOLITAN LIFE INSURANCE COMPANY PRESIDENT, INDIVIDUAL BUSINESS direct 1998-03-01 2007-03-28
METROPOLITAN LIFE INSURANCE COMPANY DIRECTOR direct 1975-07-01 2007-03-28
WALL STREET ASSOCIATES SHAREHOLDER direct 1991-05-01 2007-03-30
GARNER ASSET MANAGEMENT COMPANY, LP PRESIDENT direct 1994-07-01 2007-04-02
THE VARIABLE ANNUITY LIFE INSURANCE CO SHAREHOLDER indirect 1969-01-01 2007-04-02
A. G. EDWARDS & SONS, INC. DIRECTOR OF HOLDING COMPANY direct 1983-08-01 2007-04-25
A. G. EDWARDS & SONS, INC. DIRECTOR OF HOLDING COMPANY direct 1993-06-01 2007-04-25
WIDMANN, SIFF & CO., INC. SHAREHOLDER direct 1970-09-01 2007-05-10
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING DIRECTOR AND HEAD TRADER direct 1996-07-01 2007-06-01
SYSTEMATIC FINANCIAL MANAGEMENT LP PRESIDENT AND CHIEF EXECUTIVE OFFICER direct 1996-07-01 2007-06-01
SYSTEMATIC FINANCIAL MANAGEMENT LP CHIEF INVESTMENT OFFICER direct 1996-07-01 2007-06-01
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING DIRECTOR AND PORTFOLIO MANAGER direct 1997-03-01 2007-06-01
GARRISON ASSET MANAGEMENT, LLC MINORITY OWNER direct 1994-07-01 2007-06-01
DW HEALTHCARE MANAGEMENT II, LLC. MEMBER indirect 1998-04-01 2007-06-07
AMERICAN CENTURY INVESTMENT MANAGEMENT INC SHAREHOLDER OF CLASS B SHARES indirect 1995-01-01 2007-06-22
AMERICAN CENTURY GLOBAL INVESTMENT MANAGEMENT, INC. SHAREHOLDER OF CLASS B SHARES indirect 1995-01-01 2007-07-03
AMERICAN CENTURY ADVISORY SERVICES, INC. SHAREHOLDER OF CLASS B SHARES indirect 1995-01-01 2007-07-03
MAXWELL NOLL INC SHAREHOLDER direct 1988-07-01 2007-08-22
PZENA INVESTMENT MANAGEMENT LLC NON-VOTING MEMBER direct 1995-12-01 2007-11-06
THCP MANAGEMENT II, L.P. MEMBER indirect 1998-10-01 2008-01-04
D.J. ST. GERMAIN CO., INC. 5% OWNER direct 1982-01-01 2008-01-17
AMERVEST CO INC MANAGING DIRECTOR direct 1983-01-01 2008-02-08
POPULAR SECURITIES, INC. MANAGING DIRECTOR direct 1995-05-01 2008-02-27
ASSET STRATEGY CONSULTANTS LLC PRINCIPAL direct 1993-07-01 2008-03-04
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO COMMON STOCK SHAREHOLDER direct 1992-01-01 2008-03-27
METROPOLITAN LIFE INSURANCE COMPANY DIRECTOR direct 1996-09-01 2008-04-03
METROPOLITAN LIFE INSURANCE COMPANY DIRECTOR direct 1994-10-01 2008-04-03
DELESSERT FINANCIAL SERVICES INC PRESIDENT, TREASURER AND CLERK direct 1994-04-01 2008-04-17
DUNCAN-WILLIAMS, INC. 100% indirect 1993-06-01 2008-06-02
COMMONWEALTH ADVISORS INC PRESIDENT direct 1991-04-01 2008-06-02
COMMONWEALTH ADVISORS INC CONTROLLING SHAREHOLDER direct 1991-04-01 2008-06-02
ORLEANS CAPITAL MANAGEMENT CORP PRESIDENT & CHAIRMAN, DIRECT OWNER-COMMON & DIRECTOR direct 1991-07-01 2008-06-18
ORLEANS CAPITAL MANAGEMENT CORP VICE PRESIDENT, DIRECT OWNER-COMMON, & DIRECTOR direct 1991-11-01 2008-06-18
ORLEANS CAPITAL MANAGEMENT CORP VICE PRESIDENT, DIRECT OWNER-COMMON & PREFERRED, DIRECTOR direct 1994-02-01 2008-06-18
CLARK FINANCIAL ADVISORS DIRECTOR direct 1983-11-01 2008-07-29
PZENA INVESTMENT MANAGEMENT LLC MINORITY OWNER direct 1995-12-01 2008-11-10
BRAYMEN, LAMBERT AND NOEL SECURITIES, LTD. LIMITED PARTNER indirect 1996-01-01 2009-02-09
DUPREE & COMPANY, INC. SHAREHOLDER, DIRECTOR direct 1991-01-01 2009-02-11
LAFAYETTE INVESTMENTS, INC. SECRETARY/ DIRECTOR direct 1988-05-01 2009-03-17
CALTON & ASSOCIATES, INC. SECRETARY indirect 1989-03-01 2009-03-24
BUSH POLEN & ASSOCIATES INC PRESIDENT direct 1985-06-01 2009-03-26
BRIAUD FINANCIAL PLANNING INC PRESIDENT direct 1992-01-01 2009-03-27
CANTERBURY CONSULTING INCORPORATED ASSISTANT VICE PRESIDENT direct 1995-11-01 2009-05-12
CANTERBURY CONSULTING INCORPORATED VP/ DIRECTOR OF MANAGER SEARCH direct 1996-10-01 2009-05-12
COMMERCE BROKERAGE SERVICES, INC. SECRETARY direct 1996-02-01 2009-06-09
MAHLER & EMERSON INC. DIRECTOR/EXECUTIVE VICE PRESIDENT direct 1996-10-01 2009-06-10
CONCOURSE CAPITAL CORPORATION DIRECTOR direct 1993-07-01 2009-06-10
MAHLER & EMERSON INC. DIRECTOR direct 1998-02-01 2009-06-10
COMMONWEALTH REALTY ADVISORS INC SHAREHOLDER direct 1998-09-01 2009-07-01
COMMONWEALTH REALTY ADVISORS INC SHAREHOLDER indirect 1998-09-01 2009-07-01
BANCORPSOUTH INVESTMENT SERVICES, INC. CORPORATE SECRETARY/REPRESENTATIVE direct 1998-08-01 2009-08-04
PZENA INVESTMENT MANAGEMENT LLC MINORITY OWNER AND MEMBER WITH CLASS B UNITS direct 1995-12-01 2009-09-08
CERTIFIED PLANNERS INC SHAREHOLDER direct 1994-04-01 2009-12-10
D.J. ST. GERMAIN CO., INC. FIVE PERCENT PLUS OWNER direct 1982-01-01 2010-01-05
R.V. KUHNS & ASSOCIATES, INC. TREASURER direct 1986-01-01 2010-03-05
WEALTH MANAGEMENT INTERNATIONAL, LTD. CORPORATE SECRETARY direct 1997-09-01 2010-03-11
MISSOURI VALLEY PARTNERS, INC. SHAREHOLDER OF CLASS A CONV. ADJ. RATE PFD. AND CLASS B NON-CONV. ADJ. RATE PFD. indirect 1985-10-01 2010-03-25
KARK M Z & ASSOCIATES INC 99% SHAREHOLDER indirect 1993-09-01 2010-03-25
KARK M Z & ASSOCIATES INC 1% SHAREHOLDER indirect 1993-09-01 2010-03-25
KARK M Z & ASSOCIATES INC 92.3% SHAREHOLDER direct 1989-07-01 2010-03-25
INVESTMENT SCIENCES INC SHAREHOLDER direct 1969-12-01 2010-03-26
FFR ADVISORY LLC MEMBER direct 1997-01-01 2010-03-31
HORSLEY BRIDGE PARTNERS LLC MEMBER direct 1997-03-01 2010-03-31
WHITNELL & CO SHAREHOLDER direct 1990-05-01 2010-03-31
STANFORD ADVISORY GROUP, LLC MANAGING MEMBER direct 1992-10-01 2010-05-11
INVESTMENT PROFESSIONALS, INC. DIRECT OWNER direct 1995-05-01 2010-06-18
BAILARD BIEHL & KAISER INC SHAREHOLDER indirect 1972-03-01 2010-06-29
CHARTER CAPITAL MANAGEMENT, INC. CEO, DIRECTOR, CHIEF COMPLIANCE OFFICER FOR REGISTERED INVESTMENT ADVISORY FIRM ONLY direct 1990-01-01 2010-07-27
ALEX. BROWN REALTY, INC. SHAREHOLDER indirect 1992-03-01 2010-08-27
UNITED AMERICAN SECURITIES, INC. SHAREHOLDER direct 1988-01-01 2010-09-30
AMERICAN INSTITUTIONAL REALTY ADVISORS OWNER direct 1995-05-01 2010-10-22
AMERICAN REALTY ADVISORS OWNER indirect 1995-05-01 2010-10-22
AMERICAN REALTY ADVISORS SOLE TRUSTEE indirect 1995-05-01 2010-10-22
JHS CAPITAL ADVISORS, INC. OWNER indirect 1997-05-01 2011-02-01
SCOTT INVESTMENT ADVISORS LIMITED PARTNERSHIP GENERAL PARTNER indirect 1997-08-01 2011-03-23
PARNASSUS INVESTMENTS OWNER direct 1998-04-01 2011-03-31
FINANCIAL SYNERGIES ASSET MANAGEMENT INC PRESIDENT direct 1997-04-01 2011-04-06
WS CAPITAL MANAGEMENT, L.P. LIMITED PARTNER direct 1997-01-01 2011-04-13
CLARK FINANCIAL SERVICES GROUP INC CHAIRMAN OF THE BOARD direct 1987-01-01 2011-05-02
LAFAYETTE INVESTMENTS, INC. SHAREHOLDER / DIRECTOR direct 1988-05-01 2011-05-06
VAN BERKOM AND ASSOCIATES INC. HOLDING COMPANY direct 1991-07-01 2011-06-29
CS CAPITAL MANAGEMENT INC PRESIDENT direct 1993-12-01 2011-07-18
CHARTER CAPITAL MANAGEMENT, INC. CEO, DIRECTOR direct 1990-01-01 2011-07-29
VAN BERKOM AND ASSOCIATES INC. SECRETARY direct 1991-07-01 2011-08-02
UNITED AMERICAN SECURITIES, INC. SECRETARY direct 1987-10-01 2011-09-30
LEWIS & MATHEWS INVESTMENT MANAGEMENT, INC. PRESIDENT direct 1990-05-01 2012-01-06
CALTIUS CAPITAL MANAGEMENT, LP LIMITED PARTNER, CALTIUS CAPITAL MANAGEMENT, LP direct 1997-06-01 2012-02-14
CALLAHAN CAPITAL MANAGEMENT INC PRESIDENT direct 1995-08-01 2012-03-12
KMH WEALTH MANAGEMENT, LLC OWNER direct 1998-02-01 2012-03-21
HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC SHAREHOLDER COMMON A indirect 1997-01-01 2012-03-28
LAFAYETTE INVESTMENTS, INC. SHAREHOLDER direct 1988-05-01 2012-03-28
FINANCIAL DESIGNS CORPORATION VICE PRESIDENT, SECRETARY, TRUSTEE OF THE 2002 BILECKI FAMILY TRUST DATED 8-27-02 direct 1981-03-01 2012-06-18
MOLUMPHY CAPITAL MANAGEMENT PRESIDENT direct 1988-09-01 2012-06-22
GURUN, INC. PRESIDENT / CHIEF COMPLIANCE OFFICER direct 1986-03-01 2012-08-29
CALTON & ASSOCIATES, INC. PRESIDENT - DIRECTOR-TRUSTEE direct 1987-09-01 2012-09-21
PALADIN REALTY PARTNERS, LLC GENERAL PARTNER indirect 1998-02-01 2013-04-01
HALL CAPITAL PARTNERS LLC MEMBER CLASS B direct 1995-07-01 2013-04-26
CANYON CAPITAL REALTY ADVISORS LLC MEMBER direct 1998-08-01 2013-05-23
FTA PARTNERS, LLC MANAGER (COMMON UNITS) indirect 1997-09-01 2013-09-10
FTA PARTNERS, LLC TRUSTEE, PATRICIA'S TRUST UNDER THE KOCOUREK FAMILY TRUST DATED DECEMBER 31, 1994 (COMMON UNITS) indirect 1994-12-01 2013-09-10
WALL STREET ASSOCIATES SHAREHOLDER indirect 1991-05-01 2013-09-24
BOULDER INVESTMENT ADVISERS LLC TRUSTEE indirect 1994-11-01 2013-10-01
ROXBURY CAPITAL MANAGEMENT LLC SHAREHOLDER indirect 1998-07-01 2013-12-18
LATEEF MANAGEMENT ASSOCIATES LIMITED PARTNER direct 1974-01-01 2014-03-12
BOULDER INVESTMENT ADVISERS LLC MEMBER indirect 1995-04-01 2014-03-27
HMS ADVISER LP SHAREHOLDER indirect 1989-12-01 2014-03-31
GENEVA CAPITAL MANAGEMENT LTD WILLIAM A. PRIEBE AND LINDA J. PRIEBE, TRUSTEES direct 1998-04-01 2014-04-16
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO COMMON STOCK SHAREHOLDER direct 1996-10-01 2014-05-13
INGENIOUS ASSET MANAGEMENT LIMITED SHAREHOLDER indirect 1998-06-01 2014-06-27
HART REALTY ADVISERS, INC. SENIOR MANAGING PARTNER direct 1987-12-01 2014-09-05
ROXBURY CAPITAL MANAGEMENT LLC COMMON SHAREHOLDER direct 1998-07-01 2014-12-01
WHITEGATE INVESTMENT COUNSELORS INC MAJORITY SHAREHOLDER direct 1998-07-01 2015-02-20
TRIUMPH ALTERNATIVES LLC CO-TRUSTEE OF LORRAYNE ROSE ZEMAN TRUST indirect 1993-01-01 2015-03-26
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED LIMITED PARTNER indirect 1984-05-01 2015-03-31
HART REALTY ADVISERS, INC. CHAIRMAN direct 1987-12-01 2015-03-31
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED SHAREHOLDER direct 1975-06-01 2015-03-31
UNITED AMERICAN SECURITIES, INC. DIRECTOR direct 1987-10-01 2015-04-28
CALTON & ASSOCIATES, INC. SHAREHOLDER direct 1987-09-01 2016-02-29
CALTON & ASSOCIATES, INC. PRESIDENT - DIRECTOR-TRUSTEE OF DWAYNE CALTON TRUST direct 1987-09-01 2016-02-29
CALTON & ASSOCIATES, INC. SHAREHOLDER / JTWORS WITH GEORGE G HARRINGTON, JR direct 1987-11-01 2016-02-29
RAHN DAVID R & ASSOCIATES INC SHAREHOLDER direct 1993-02-01 2016-03-08
FRIEDMAN FLEISCHER & LOWE, LLC MEMBER indirect 1997-03-01 2016-03-30
FRIEDMAN FLEISCHER & LOWE, LLC MEMBER direct 1997-04-01 2016-03-30
FINANCIAL DESIGNS CORPORATION VICE PRESIDENT direct 1981-03-01 2016-05-24
PCCP, LLC MEMBER indirect 1998-05-01 2016-06-16
SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC. SHAREHOLDER indirect 1982-11-01 2016-12-01
SUMMIT GLOBAL MANAGEMENT INC. LIVING TRUST direct 1994-11-01 2017-01-18
J.J.B. HILLIARD, W.L. LYONS, LLC TRUSTEE indirect 1988-11-01 2017-02-21
PPS & V ASSET MANAGEMENT CONSULTANTS INC OFFICER direct 1992-01-01 2017-02-27
AUTUMN GLORY PARTNERS, LLC TRUSTEE indirect 1998-01-01 2017-05-17
WALLACE R. WEITZ & COMPANY DIRECTOR direct 1983-03-01 2017-07-31
FIRST FINANCIAL EQUITY CORPORATION DIRECTOR OF TELECOMMUNICATIONS direct 1996-02-01 2017-08-01
ELCHAHAL, RONI MANAGING DIRECTOR OF GASC 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, L.P. MANAGING DIRECTOR OF GASC direct 2019-01-01
FERRER, ANDREW, KERR MANAGING DIRECTOR OF GASC 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, L.P. MANAGING DIRECTOR OF GASC direct 2019-01-01
MUNZIG, PETER, GROSVENOR MANAGING DIRECTOR OF GASC 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, L.P. MANAGING DIRECTOR OF GASC direct 2019-01-01
HODGSON, DAVID, CHARLES SHAREHOLDER OF GASC HOLDINGS, INC GASC HOLDINGS, INC 12/01/2005 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE CORPORATION SHAREHOLDER; DIRECTOR; VICE PRESIDENT AND SECRETARY direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR; VICE PRESIDENT AND SECRETARY direct 1993-11-01
GENERAL ATLANTIC SERVICE CORPORATION MEMBER; DIRECTOR; VICE PRESIDENT AND SECRETARY direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2002-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC SHAREHOLDER OF GASC HOLDINGS, INC indirect 2005-12-01
DENNING, STEVEN, AARON SHAREHOLDER OF GASC HOLDINGS, INC GASC HOLDINGS, INC 12/01/2005 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE CORPORATION SHAREHOLDER; DIRECTOR; PRESIDENT direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR AND CHAIRMAN OF GASC AND GA LLC direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR; CHAIRMAN direct 1993-11-01
GENERAL ATLANTIC SERVICE CORPORATION SHAREHOLDER; DIRECTOR; CHAIRMAN direct 1993-11-01
GENERAL ATLANTIC SERVICE CORPORATION MEMBER; DIRECTOR; CHAIRMAN direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2002-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC SHAREHOLDER OF GASC HOLDINGS, INC indirect 2005-12-01
EACHWIN CAPITAL, LP FINANCIAL PARTNER direct 2012-11-01
FORD, WILLIAM, EDWARD MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2002 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2002-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER OF GASC AND GA LLC direct 2005-02-01
GENERAL ATLANTIC SERVICE CORPORATION DIRECTOR; PRESIDENT direct 2005-02-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR; CHIEF EXECUTIVE OFFICER direct 2005-02-01
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 2005-02-01
GENERAL ATLANTIC SERVICE CORPORATION MEMBER; PRESIDENT direct 2005-02-01
LEVY, ANTON, JONATHAN MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 2006-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2006-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC direct 2006-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2012-01-01
NAIK, SANDEEP, ACHYUT MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2012-12-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2014-01-01
ESCOBARI LIFCHITZ, MARTIN, EMILIANO MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF THE REGISTRANT direct 2012-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2012-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2014-01-01
GASC MPG, LLC MEMBER OF GASC GP, LLC GASC GP, LLC 01/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, L.P. MEMBER OF GASC GP, LLC indirect 2018-01-01
TOMPKINS, EDWARD, GRAVES MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2015-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2015-01-01
CAILLAUX, GABRIEL, PIERRE MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 2010-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2010-10-01
ZHANG, CHI ERIC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2017-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
GENERAL ATLANTIC PARTNERS 92E, L.P United States 805-7248409567 Private Equity Fund 83,439,645 100,000,000
GENERAL ATLANTIC PARTNERS 92F, L.P United States 805-4687785868 Private Equity Fund 47,921,367 100,000,000
GENERAL ATLANTIC PARTNERS 92G, L.P United States 805-6928893982 Private Equity Fund 56,647,203 100,000,000
GENERAL ATLANTIC PARTNERS 92H, L.P United States 805-8882229142 Private Equity Fund 76,828,817 100,000,000
GENERAL ATLANTIC PARTNERS 92I, L.P United States 805-4174749242 Private Equity Fund 80,125,026 100,000,000
GENERAL ATLANTIC PARTNERS (BERMUDA) III, L.P. Bermuda 805-6292680523 Private Equity Fund 5,372,955,822 100,000,000
GENERAL ATLANTIC PARTNERS 97F, L.P. United States 805-6161660038 Private Equity Fund 14,358,987 100,000,000
GAPSTAR, LLC United States 805-8717200812 Private Equity Fund 3,555,352 0
GA-GTCO US AIV, L.P. United States 805-7450021600 Private Equity Fund 72,328 100,000,000
GENERAL ATLANTIC PARTNERS 92J, L.P United States 805-2361006966 Private Equity Fund 67,629,122 100,000,000
STEAMBOAT PARK INVESTMENTS, LLC United States 805-4417282865 Private Equity Fund 228,034,906 0 Fund of Funds
GAP COINVESTMENTS V, LLC United States 805-3273485072 Private Equity Fund 200,123,316 0
GENERAL ATLANTIC INVESTMENT PARTNERS 2013, L.P. United States 805-2260347892 Private Equity Fund 1,241,802,901 50,000,000 Fund of Funds
GENERAL ATLANTIC PARTNERS 86, L.P. United States 805-4867991022 Private Equity Fund 1,146,515 100,000,000
GENERAL ATLANTIC PARTNERS 87, L.P. United States 805-7878370594 Private Equity Fund 66,184,616 100,000,000
GENERAL ATLANTIC PARTNERS 88, L.P. United States 805-7781135073 Private Equity Fund 829,036,703 100,000,000
GAP COINVESTMENTS (BERMUDA) OCEAN AIV B, L.P. Bermuda 805-8268896852 Private Equity Fund 3,502,539 0
GAIP 2013 AIV A, LP United States 805-8364787638 Private Equity Fund 39,579,836 50,000,000 Fund of Funds
GENERAL ATLANTIC PARTNERS 98F, L.P United States 805-4523878858 Private Equity Fund 5,564,672 100,000,000
GENERAL ATLANTIC PARTNERS 98H, L.P. United States 805-4303069704 Private Equity Fund 5,713,881 100,000,000
GENERAL ATLANTIC PARTNERS 98I, L.P. United States 805-6927659387 Private Equity Fund 25,270,529 100,000,000
GENERAL ATLANTIC PARTNERS 98J, L.P United States 805-2088317806 Private Equity Fund 5,592,374 100,000,000
GAP COINVESTMENTS (BERMUDA) OCEAN AIV A, L.P. Bermuda 805-5366098856 Private Equity Fund 18,169,388 0
GENERAL ATLANTIC PARTNERS 92D, L.P United States 805-2651841252 Private Equity Fund 83,303,067 100,000,000
GENERAL ATLANTIC PARTNERS 91C, L.P United States 805-5960884459 Private Equity Fund 153,994 100,000,000
GENERAL ATLANTIC PARTNERS 90, L.P. United States 805-4268422527 Private Equity Fund 459,919,160 100,000,000
GAP-W HOLDINGS, LP United States 805-7260628522 Private Equity Fund 326,455 100,000,000
GAP-W, LLC United States 805-4373467829 Private Equity Fund 209,877,619 100,000,000
GENERAL ATLANTIC PARTNERS 79, L.P. United States 805-7357280346 Private Equity Fund 327,350 100,000,000
GENERAL ATLANTIC PARTNERS 97G, L.P. United States 805-2269421189 Private Equity Fund 14,448,082 100,000,000
GENERAL ATLANTIC PARTNERS 97E, L.P. United States 805-5868844710 Private Equity Fund 14,149,687 100,000,000
GAP COINVESTMENTS IV, LLC United States 805-6958722074 Private Equity Fund 93,161,464 0
GAIP 2016 (BERMUDA) OCEAN AIV, L.P. Bermuda 805-3177715893 Private Equity Fund 556,648 50,000,000
GENERAL ATLANTIC PARTNERS 97I, L.P. United States 805-4697094554 Private Equity Fund 68,169,157 100,000,000
GAP COINVESTMENTS CDA, L.P. United States 805-1681615012 Private Equity Fund 133,485,773 0
GENERAL ATLANTIC PARTNERS 97J, L.P. United States 805-2856299301 Private Equity Fund 14,588,584 100,000,000
GENERAL ATLANTIC INVESTMENT PARTNERS I, L.P. United States 805-8977836833 Private Equity Fund 274,047,100 50,000,000 Fund of Funds
GENERAL ATLANTIC PARTNERS 98B, L.P. United States 805-5315108014 Private Equity Fund 5,455,880 100,000,000
GAP-W INTERNATIONAL, LLC United States 805-1237041376 Private Equity Fund 30,469,109 100,000,000
GAP-W INTERNATIONAL, L.P. Bermuda 805-6798661136 Private Equity Fund 399,411 100,000,000
GAP COINVESTMENTS III, LLC United States 805-3153540343 Private Equity Fund 1,337,961,431 0
GENERAL ATLANTIC PARTNERS (BERMUDA), L.P. Bermuda 805-3074845905 Private Equity Fund 206,118,734 100,000,000
GENERAL ATLANTIC PARTNERS (BERMUDA) II, L.P. Bermuda 805-7489414620 Private Equity Fund 440,475,832 100,000,000
GENERAL ATLANTIC PARTNERS 98D, L.P. United States 805-3539307285 Private Equity Fund 5,566,956 100,000,000
GENERAL ATLANTIC PARTNERS 98E, L.P. United States 805-3395136644 Private Equity Fund 5,237,303 100,000,000
GENERAL ATLANTIC PARTNERS 99E, L.P. United States 805-9289376953 Private Equity Fund 28,077,577 100,000,000
GENERAL ATLANTIC PARTNERS 99J, L.P. United States 805-2685107194 Private Equity Fund 10,837,575 100,000,000
GAPCO III (L) BLOCKER, LTD. Bermuda 805-6825817418 Private Equity Fund 4,656,300 0
GENERAL ATLANTIC INVESTMENT PARTNERS 2019, L.P. United States 805-2003247355 Private Equity Fund 0 25,000,000 Fund of Funds
GAIP CERPI, L.P. United States 805-5051479316 Private Equity Fund 0 25,000,000 Fund of Funds
GAIP 2019 (BERMUDA) AIV, L.P. Bermuda 805-5118184093 Private Equity Fund 0 25,000,000 Fund of Funds
GAPCO IV (L) BLOCKER, LTD. Bermuda 805-3654262704 Private Equity Fund 244,680 0
GAIP 2017 (BERMUDA) AIV, L.P. Bermuda 805-2833175381 Private Equity Fund 589,289,887 25,000,000 Fund of Funds
GAIP 2016 (BERMUDA) AIV, L.P. Bermuda 805-7358556982 Private Equity Fund 264,982,823 50,000,000 Fund of Funds
GAPCO V (L) BLOCKER, LTD. Bermuda 805-5635094499 Private Equity Fund 2,700,546 0
GAPCO CDA (L) BLOCKER, LTD. Bermuda 805-6597995326 Private Equity Fund 846,354 0
GENERAL ATLANTIC PARTNERS (BERMUDA) EU, L.P. Bermuda 805-3291333549 Private Equity Fund 58,267,255 50,000,000
GENERAL ATLANTIC PARTNERS (BERMUDA) OCEAN AIV, L.P. Bermuda 805-8908883868 Private Equity Fund 71,908,911 100,000,000
GENERAL ATLANTIC PARTNERS 98A, L.P. United States 805-1049388327 Private Equity Fund 5,244,217 100,000,000
GENERAL ATLANTIC PARTNERS 98G, L.P. United States 805-2216094660 Private Equity Fund 5,359,357 100,000,000
GENERAL ATLANTIC PARTNERS 93, L.P. United States 805-7891158293 Private Equity Fund 1,794,833,222 100,000,000
GENERAL ATLANTIC PARTNERS 98C, L.P. United States 805-4422936854 Private Equity Fund 5,726,531 100,000,000
GENERAL ATLANTIC PARTNERS 99B, L.P. United States 805-5815923981 Private Equity Fund 10,387,651 100,000,000
GAPCO GMBH & CO. KG Germany 805-6661278178 Private Equity Fund 10,147,462 0
GENERAL ATLANTIC PARTNERS 99F, L.P. United States 805-6130765169 Private Equity Fund 10,739,193 100,000,000
GENERAL ATLANTIC PARTNERS 99G, L.P. United States 805-4952258058 Private Equity Fund 12,442,854 100,000,000
GENERAL ATLANTIC PARTNERS 99I, L.P. United States 805-7899655665 Private Equity Fund 10,472,985 100,000,000
GENERAL ATLANTIC PARTNERS 92B, L.P United States 805-2127419651 Private Equity Fund 56,461,158 100,000,000
GAIP 2016 AIV B, L.P. United States 805-2970585170 Private Equity Fund 31,254,975 50,000,000 Fund of Funds
GAIP 2017 AIV A, LP United States 805-4038885302 Private Equity Fund 85,966,794 25,000,000 Fund of Funds
GENERAL ATLANTIC PARTNERS 100, L.P. United States 805-8080972556 Private Equity Fund 1,266,334,925 50,000,000
GAIP 2016 AIV A, L.P. United States 805-4832264563 Private Equity Fund 52,234,347 50,000,000 Fund of Funds
GAIP 2017 AIV B, LP United States 805-6115002897 Private Equity Fund 144,082,422 25,000,000 Fund of Funds
GENERAL ATLANTIC PARTNERS 91B, L.P United States 805-8495710080 Private Equity Fund 0 0
GENERAL ATLANTIC PARTNERS 84, L.P. United States 805-8867803939 Private Equity Fund 462,669 100,000,000
GENERAL ATLANTIC PARTNERS 95, L.P. United States 805-9935295818 Private Equity Fund 293,052,896 100,000,000
GENERAL ATLANTIC PARTNERS 92A, L.P United States 805-1854469542 Private Equity Fund 71,612,621 100,000,000
GENERAL ATLANTIC PARTNERS 97A, L.P. United States 805-2160406753 Private Equity Fund 15,440,840 100,000,000
GENERAL ATLANTIC PARTNERS 96, L.P. United States 805-2183689984 Private Equity Fund 47,969 100,000,000
GENERAL ATLANTIC PARTNERS 99D, L.P. United States 805-2545950384 Private Equity Fund 10,174,413 100,000,000
GENERAL ATLANTIC PARTNERS 97B, L.P. United States 805-3292611315 Private Equity Fund 14,794,150 100,000,000
GENERAL ATLANTIC PARTNERS 97C, L.P. United States 805-3547109844 Private Equity Fund 14,474,011 100,000,000
GENERAL ATLANTIC PARTNERS AIV-1 A, L.P. United States 805-5637665665 Private Equity Fund 842,852,845 100,000,000
GENERAL ATLANTIC PARTNERS 97D, L.P. United States 805-3869567140 Private Equity Fund 15,930,247 100,000,000
GENERAL ATLANTIC INVESTMENT PARTNERS 2017, L.P. United States 805-7700280826 Private Equity Fund 120,055,965 25,000,000 Fund of Funds
GAIP 2013 AIV B, LP United States 805-2242679471 Private Equity Fund 44,601,590 50,000,000 Fund of Funds
GENERAL ATLANTIC PARTNERS AIV-1 B, L.P. United States 805-2631485033 Private Equity Fund 1,266,334,925 100,000,000
GENERAL ATLANTIC PARTNERS 97H, L.P. United States 805-6261828134 Private Equity Fund 14,203,582 100,000,000
MADISON PARK CAPITAL, LLC United States 805-3879653036 Other Private Fund HEDGE FUNDS AND REAL ESTATE FUNDS 148,762,121 0 Fund of Funds
GENERAL ATLANTIC PARTNERS 99C, L.P. United States 805-4662828292 Private Equity Fund 10,704,117 100,000,000
GENERAL ATLANTIC INVESTMENT PARTNERS 2016, L.P. United States 805-8097958220 Private Equity Fund 91,554,498 50,000,000 Fund of Funds
GENERAL ATLANTIC PARTNERS 99A, L.P. United States 805-5117937474 Private Equity Fund 10,698,745 100,000,000
GENERAL ATLANTIC PARTNERS 99H, L.P. United States 805-4720353263 Private Equity Fund 10,433,039 100,000,000
GENERAL ATLANTIC PARTNERS 85, L.P. United States 805-3179148480 Private Equity Fund 240,882,368 100,000,000
GAIP 2013 (BERMUDA) OCEAN AIV, L.P. Bermuda 805-6322536426 Private Equity Fund 1,509,933 50,000,000
GENERAL ATLANTIC PARTNERS (BERMUDA) IV, L.P. Bermuda 805-1242769925 Private Equity Fund 3,813,693,658 100,000,000
GENERAL ATLANTIC PARTNERS 92C, L.P United States 805-4045821698 Private Equity Fund 66,013,199 100,000,000
GA-GTCO AIV, L.P. United States 805-3913121378 Private Equity Fund 40,949 100,000,000
GENERAL ATLANTIC PARTNERS 83, L.P. United States 805-4244774922 Private Equity Fund 0 100,000,000
GENERAL ATLANTIC PARTNERS 91A, L.P United States 805-7176942627 Private Equity Fund 0 0

GENERAL ATLANTIC SERVICE COMPANY, L.P.

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
DENNING, STEVEN, AARON MANAGING DIRECTOR AND CHAIRMAN OF GASC 11/01/1993 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE CORPORATION SHAREHOLDER; DIRECTOR; PRESIDENT direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR AND CHAIRMAN OF GASC AND GA LLC direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR; CHAIRMAN direct 1993-11-01
GENERAL ATLANTIC SERVICE CORPORATION SHAREHOLDER; DIRECTOR; CHAIRMAN direct 1993-11-01
GENERAL ATLANTIC SERVICE CORPORATION MEMBER; DIRECTOR; CHAIRMAN direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2002-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC SHAREHOLDER OF GASC HOLDINGS, INC indirect 2005-12-01
EACHWIN CAPITAL, LP FINANCIAL PARTNER direct 2012-11-01
FORD, WILLIAM, EDWARD LIMITED PARTNER, MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER OF GASC 02/01/2005 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2002-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER OF GASC AND GA LLC direct 2005-02-01
GENERAL ATLANTIC SERVICE CORPORATION DIRECTOR; PRESIDENT direct 2005-02-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR; CHIEF EXECUTIVE OFFICER direct 2005-02-01
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 2005-02-01
GENERAL ATLANTIC SERVICE CORPORATION MEMBER; PRESIDENT direct 2005-02-01
HODGSON, DAVID, CHARLES MANAGING DIRECTOR AND VICE CHAIRMAN OF GASC 11/01/1993 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE CORPORATION SHAREHOLDER; DIRECTOR; VICE PRESIDENT AND SECRETARY direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR; VICE PRESIDENT AND SECRETARY direct 1993-11-01
GENERAL ATLANTIC SERVICE CORPORATION MEMBER; DIRECTOR; VICE PRESIDENT AND SECRETARY direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2002-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC SHAREHOLDER OF GASC HOLDINGS, INC indirect 2005-12-01
MURPHY, THOMAS, JOHN MANAGING DIRECTOR AND CHIEF FINANCIAL OFFICER OF GASC 08/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE CORPORATION VICE PRESIDENT AND CHIEF FINANCIAL OFFICER direct 1998-08-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR AND CHIEF FINANCIAL OFFICER OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 1998-08-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR; VICE PRESIDENT AND CHIEF FINANCIAL OFFICER direct 1998-08-01
ROSENSTEIN, DAVID, ASHER MANAGING DIRECTOR AND GENERAL COUNSEL OF GASC 01/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE CORPORATION CHIEF COMPLIANCE OFFICER direct 2005-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2005-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR; GENERAL COUNSEL; CHIEF COMPLIANCE OFFICER direct 2005-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2005-01-01
LANNING, CHRISTOPHER, GLENN MANAGING DIRECTOR OF GASC 10/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR; GENERAL COUNSEL direct 2006-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2006-10-01
LEVY, ANTON, JONATHAN LIMITED PARTNER AND MANAGING DIRECTOR OF GASC 10/01/2006 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 2006-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2006-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC direct 2006-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2012-01-01
BROWN, JOSEPH, FRANK MANAGING DIRECTOR AND CHIEF OPERATING OFFICER OF GASC 06/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2011-06-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2011-06-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR AND CHIEF OPERATING OFFICER OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2011-06-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR AND CHIEF OPERATING OFFICER direct 2011-06-01
VORHOFF, NICHOLAS, ROBBERT MANAGING DIRECTOR OF GASC 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2014-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2014-01-01
TOMPKINS, EDWARD, GRAVES MANAGING DIRECTOR OF GASC 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2015-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2015-01-01
CRAWFORD, ANDREW, WILLIAM MANAGING DIRECTOR OF GASC 07/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2014-07-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2014-07-01
CRISSES, ALEXANDER, CHARLES MANAGING DIRECTOR OF GASC 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2016-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2016-01-01
NAIK, SANDEEP, ACHYUT LIMITED PARTNER AND MANAGING DIRECTOR OF GASC 12/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2012-12-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2014-01-01
ESCOBARI LIFCHITZ, MARTIN, EMILIANO LIMITED PARTNER AND MANAGING DIRECTOR OF GASC 01/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF THE REGISTRANT direct 2012-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2012-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2014-01-01
GASC HOLDINGS, INC LIMITED PARTNER OF GASC 12/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE CORPORATION MEMBER direct 2005-12-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF THE REGISTRANT direct 2005-12-01
CAILLAUX, GABRIEL, PIERRE LIMITED PARTNER AND MANAGING DIRECTOR OF GASC 10/01/2010 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 2010-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2010-10-01
NIKOLAY, JOERN MANAGING DIRECTOR OF GASC 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 2016-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2016-01-01
FOCK, WAI HOONG MANAGING DIRECTOR OF GASC 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GASFM direct 2015-08-01
PETTIT, KELLY, MARIE CHIEF COMPLIANCE OFFICER OF GASC 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC CHIEF COMPLIANCE OFFICER OF GASC AND GA LLC direct 2016-10-01
GOLDMAN, AARON, MICHAEL MANAGING DIRECTOR OF GASC 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2017-01-01
RASTOGI, SHANTANU MANAGING DIRECTOR OF GASC 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2017-01-01
ZHANG, CHI ERIC MANAGING DIRECTOR OF GASC 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2017-01-01
STAMAS, PAUL, GEORGE MANAGING DIRECTOR OF GASC 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, L.P. MANAGING DIRECTOR OF GASC direct 2018-01-01
GASC GP, LLC GENERAL PARTNER OF GASC 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, L.P. GENERAL PARTNER OF GASC direct 2018-01-01
DIPP, MICHELLE MANAGING DIRECTOR OF GASC 10/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, L.P. MANAGING DIRECTOR OF GASC direct 2017-10-01
FANG, PAMELA MANAGING DIRECTOR OF GASC 11/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, L.P. MANAGING DIRECTOR OF GASC direct 2017-11-01
SABOO, ASHISH MANAGING DIRECTOR OF GASC 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, L.P. MANAGING DIRECTOR OF GASC direct 2019-01-01
CAULKIN, CHRISTOPHER MANAGING DIRECTOR OF GASC 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, L.P. MANAGING DIRECTOR OF GASC direct 2019-01-01
SYED, TANZEEN MANAGING DIRECTOR OF GASC 07/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
TYREE, DAVID W. PRESIDENT direct 1991-04-01
INVESTEC PMG CAPITAL MANAGING DIRECTOR/TREASURER/CHIEF COMPLIANCE OFFICER direct 1995-10-01
JAYHAWK PRIVATE EQUITY GP, L.P. MANAGING MEMBER indirect 1995-10-01
WHITEGATE INVESTMENT COUNSELORS INC SHAREHOLDER direct 1998-07-01
JGE CAPITAL MANAGEMENT, LLC TRUST indirect 1995-10-01
TAYLOR, COTTRILL, ERICKSON AND ASSOCIATES, INC. SHAREHOLDER indirect 1998-07-01
PENSION PORTFOLIO ADVISORS INC. N/A direct 1995-11-01
CORRELL CO. INVESTMENT SERVICES CORP. SHAREHOLDER direct 1995-11-01
BONNIE WUSZ & ASSOCIATES, INC. OWNER direct 1991-06-01
CORNERSTONE ADVISORS, LLC OWNER indirect 1982-08-01
MOSBY LINCOLN LC MEMBER MANAGER direct 1995-12-01
CAROL GRANT DESMOND OWNER direct 1982-12-01
HHH INVESTMENT INC PRESIDENT direct 1995-12-01
VAN BERKOM AND ASSOCIATES INC. PRESIDENT AND CHIEF EXECUTIVE OFFICER indirect 1991-07-01
SIFE DIRECTOR/OWNER direct 1995-12-01
AMERVEST COMPANY, INC. CCO / MANAGING DIRECTOR direct 1983-01-01
KAUFMAN BROS., L.P. LP direct 1995-12-01
SIRIUS PARTNERS, L.P. SHAREHOLDER indirect 1983-01-01
OVERLOOK INVESTMENTS L.P. GENERAL PARTNER direct 1995-12-01
FINANCIAL ADVISORY SERVICE INC SHAREHOLDER direct 1983-02-01
RIGGS SECURITIES INC. SHAREHOLDER indirect 1991-09-01
P. R. HERZIG & CO. INC. BOARD OF DIRECTORS direct 1995-12-01
P. R. HERZIG & CO. INC. SHAREHOLDER direct 1995-12-01
GREENLEAF ASSET MANAGEMENT INC PRESIDENT direct 1991-10-01
P. R. HERZIG & CO. INC. TRUSTEE OF 2 TRUSTS indirect 1995-12-01
OWNERSHIP ADVISORS, INC. PRESIDENT direct 1998-09-01
HOLT VALUE ASSOCIATES LP PRESIDENT indirect 1991-11-01
RANSON CAPITAL CORPORATION VP SEC. direct 1996-01-01
THE HOLLISTER ASSET MANAGEMENT CO, G.P. GENERAL PARTNER direct 1998-09-01
HOLT VALUE ASSOCIATES LP PRESIDENT indirect 1991-11-01
THE BAKER GROUP, LP VICE PRES/MANAGING DIRECTOR direct 1998-09-01
SOMERS ASSET MANAGEMENT INCORPORATED PRESIDENT direct 1991-11-01
OLYMPUS ADVISORS, LLC MEMBER direct 1996-01-01
FINANCIAL ADVISORY SERVICE INC SHAREHOLDER direct 1996-02-01
ACCESS FINANCIAL GROUP, INC. OWNER direct 1996-02-01
MCELWAIN ROBERT JOHN PRESIDENT direct 1983-10-01
CAVALRY BANKING TRUST OFFICER/ SVP direct 1992-01-01
MIDWEST CAPITAL MANAGEMENT, INC. PRESIDENT direct 1996-03-01
CHAPLIN-MULLAUGH, INCORPORATED CORPORATE SECRETARY direct 1996-03-01
HAMMER ASSET MANAGEMENT LLC TRUSTEE indirect 1998-10-01
HAMMER ASSET MANAGEMENT LLC TRUSTEE direct 1998-10-01
JGE CAPITAL MANAGEMENT, LLC MEMBER direct 1996-04-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED TRUSTEE indirect 1984-05-01
RYDER STILWELL INVESTMENT ADVISORS INC MAJORITY OWNER indirect 1992-04-01
CITY SECURITIES CORPORATION DIRECTOR direct 1998-11-01
FINANCIAL ADVISORY SERVICE INC JAMES G. DUSSOLD, TRUSTEE direct 1996-05-01
LM ADVISORS INC PRESIDENT direct 1984-07-01
DAWSON RUSSELL INC. PRESIDENT direct 1992-05-01
THE JENTNER CORPORATION OWNER direct 1984-10-01
CAVALRY BANKING TRUST OFFICER direct 1992-05-01
SANDER CAPITAL ADVISORS DIRECTOR, VICE PRESIDENT AND SECRETARY direct 1985-01-01
THE BAKER GROUP, LP CHAIRMAN AND PRESIDENT direct 1992-05-01
THE BAKER GROUP, LP VICE PRES/MANAGING DIRECTOR direct 1992-05-01
NORTHWEST FINANCIAL PLANNING CORP SHAREHOLDER direct 1992-07-01
WEXFORD CLEARING SERVICES CORPORATION SENIOR VICE PRESIDENT- CROP direct 1996-07-01
AMERICAN SUPERIOR CO TRUST direct 1996-07-01
ROOSEVELT INVESTMENT GROUP INC CHAIRMAN direct 1992-07-01
PCJ INVESTMENT COUNSEL LTD. PARTNERSHIP direct 1996-07-01
EIDELMAN FINGER HARRIS & CO PRESIDENT direct 1985-06-01
ROOSEVELT INVESTMENT GROUP INC SEC-TREASURER MANAGING DIR direct 1992-07-01
ROOSEVELT INVESTMENT GROUP INC VP INVESTMENTS direct 1992-07-01
DRV GROUP INC PRESIDENT direct 1996-08-01
ROOSEVELT INVESTMENT GROUP INC CEO direct 1992-07-01
ROOSEVELT INVESTMENT GROUP INC PRESIDENT direct 1992-07-01
THE BAKER GROUP, LP VICE PRES/MANAGING DIRECTOR direct 1996-08-01
RONALD OLSON, INC. STOCK HOLDER direct 1992-07-01
PERFORMANCE ENHANCEMENT TECHNOLOGIES LTD PRESIDENT/CIO direct 1985-12-01
FINANCIAL MANAGEMENT ADVISORS INC SHAREHOLDER indirect 1985-12-01
PINKERTON RETIREMENT SPECIALISTS, LLC OWNER indirect 1996-09-01
PINKERTON RETIREMENT SPECIALISTS, LLC OWNER indirect 1996-09-01
CAPITAL BUILDERS ADVISORY SERVICES INC SHAREHOLDER direct 1986-01-01
STANFORD ADVISORY GROUP, LLC CEO/CIO direct 1992-10-01
UNIVERSAL FINANCIAL SERVICES INC. DIRECTOR direct 1986-02-01
UNIVERSAL FINANCIAL SERVICES INC. CEO indirect 1986-02-01
HOLBEIN ASSOCIATES, INC. SECRETARY direct 1986-03-01
HOOPER R B & CO INC PRESIDENT direct 1992-11-01
CHARLES FISH INVESTMENTS, INC. SHAREHOLDER direct 1996-10-01
HOOPER R B & CO INC VICE PRESIDENT direct 1992-11-01
ORION FINANCIAL SERVICES, LLC SHAREHOLDER indirect 1996-11-01
HERRMANN & COOKE, INC. DIRECT OWNER direct 1986-03-01
MACEY-HOLLAND & CO., LLC MANAGING MEMBER direct 1996-12-01
GREIG ASSOCIATES INC SENIOR VICE PRESIDENT direct 1986-04-01
GREIG ASSOCIATES INC SECRETARY direct 1986-04-01
ALEXANDER & MUCKERMANN PARTNER direct 1986-04-01
HONISS ROBIN OWNER direct 1993-01-01
BAY ISLE FINANCIAL CORP PRESIDENT direct 1986-06-01
KINGSTON INVESTMENT COUNSEL INC VICE PRESIDENT & SECRETARY direct 1993-01-01
BATCHELDER & PARTNERS, INC. OWNER direct 1997-01-01
BAY ISLE FINANCIAL CORP CHIEF INVESTMENT OFFICER direct 1986-06-01
PEKIN SINGER STRAUSS ASSET MANAGEMENT INC. SHAREHOLDER direct 1993-01-01
NEUMEIER INVESTMENT COUNSEL LLC MEMBER direct 1997-01-01
INTEGRATED FINANCIAL PLANNING SERVICES PRESIDENT direct 1986-06-01
MANAGED ACCOUNT SERVICES INC SHAREHOLDER direct 1993-01-01
FINANCIAL ADVISORY SERVICE INC MAX W. GREER, JR., TRUSTEE direct 1986-08-01
MCCORMICK CAPITAL MANAGEMENT PRESIDENT direct 1986-09-01
HAROLD W. DANCE INC. S-CORP SHAREHOLDER, 16% direct 1993-04-01
ROSEMOUNT CAPITAL LIMITED TRUSTEE indirect 1997-01-01
FREMONT REALTY CAPITAL, L.P. SHAREHOLDER indirect 1997-02-01
SAUNDERS RETIREMENT ADVISORS, INC. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1993-04-01
JUNDT ASSOCIATES INC TRUSTEE direct 1997-03-01
PREMIERETRADE SECURITIES, INC. TRUSTEE OF DICKS FAMILY TRUST direct 1993-05-01
FIDELITY FINANCIAL GROUP, INC. DIRECTOR direct 1987-02-01
SENA WELLER ROHS WILLIAMS INC. SENIOR VP direct 1993-06-01
SENA WELLER ROHS WILLIAMS INC. EXECUTIVE VP direct 1993-06-01
SAGE, RUTTY & CO., INC. SHAREHOLDER direct 1987-02-01
CONTEXT CAPITAL MANAGEMENT LLC TRUSTEE indirect 1993-06-01
CONTEXT CAPITAL MANAGEMENT LLC TRUSTEE indirect 1993-06-01
OSTERWEIS CAPITAL MANAGEMENT LLC MEMBER direct 1997-03-01
CONTEXT CAPITAL MANAGEMENT LLC TRUSTEE indirect 1993-06-01
JOHN MOORE & ASSOCIATES INC SHAREHOLDER direct 1997-03-01
CHURCHILL MANAGEMENT CORP SHAREHOLDER direct 1987-07-01
THE PORTOLA GROUP INC SHAREHOLDER direct 1987-08-01
MAHLER & EMERSON INC. SHAREHOLDER direct 1993-07-01
FFR ADVISORY LLC TRUSTEE indirect 1997-03-01
ARGOS INVESTMENT ADVISORS, LLC MEMBER indirect 1993-07-01
S.A.I. CAPITAL MANAGEMENT, LLC TRUSTEE indirect 1997-03-01
SOCHET & COMPANY, INC. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1987-08-01
ARNERICH MASSENA, INC. SHAREHOLDER direct 1993-07-01
THE PORTOLA GROUP INC SHAREHOLDER indirect 1987-08-01
BACK BAY ADVISORS GENERAL PARTNER direct 1993-09-01
SENTINEL ADVISORS LLC MEMBER direct 1997-04-01
CALTON & ASSOCIATES, INC. PRESIDENT - DIRECTOR direct 1987-09-01
VAN DEVENTER & HOCH VDH SHAREHOLDER direct 1993-10-01
LEE KRASNER GROUP LTD PRESIDENT/TREASURER direct 1993-10-01
REGISTER & AKERS INVESTMENTS, INC. PRINCIPAL direct 1997-04-01
UNITED AMERICAN SECURITIES, INC. SHAREHOLDER direct 1987-10-01
TAYLOR STEPHENS INC GENERAL PARTNER indirect 1993-12-01
WAYZATA CAPITAL MANAGEMENT, INC. SHAREHOLDER direct 1997-05-01
SOUND FINANCIAL STRATEGIES GROUP, INC. FOUNDING PARTNER/CFO/CCO direct 1993-12-01
UNITED AMERICAN SECURITIES, INC. SHAREHOLDER direct 1987-11-01
STEVEN A. NOROIAN & ASSOCIATES, INC. OWNER direct 1997-05-01
WELTON INVESTMENT CORPORATION SOLE SHAREHOLDER direct 1997-05-01
WELTON INVESTMENT CORPORATION SOLE SHAREHOLDER indirect 1997-05-01
OSTERWEIS CAPITAL MANAGEMENT INC SHAREHOLDER direct 1994-01-01
WELTON FUND ADVISORS LLC SOLE SHAREHOLDER indirect 1997-05-01
WELTON INVESTMENT PARTNERS LLC SOLE SHAREHOLDER indirect 1997-05-01
TRENDSTAT CAPITAL MANAGEMENT INC. NO TITLE direct 1997-06-01
GREAT SOUTHERN CAPITAL MANAGEMENT, INC. VICE PRESIDENT direct 1987-12-01
MACSHANE CAPITAL MANAGEMENT CO INC PRESIDENT direct 1988-01-01
SAGE, RUTTY & CO., INC. SHAREHOLDER direct 1994-01-01
POPULAR SECURITIES, INC. DIRECTOR direct 1997-07-01
MARSDEN JOHN RICHARD JR OWNER direct 1994-01-01
KLOSTERMAN CAPITAL CORP TRUST direct 1997-07-01
MORGAN JESS S & CO INC TRUST direct 1997-07-01
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD PARTNERSHIP direct 1994-02-01
THE CLIFTON GROUP INVESTMENT MANAGEMENT COMPANY SHAREHOLDER direct 1997-07-01
AUTUMN GLORY PARTNERS, LLC TRUSTEE indirect 1988-01-01
BAI BONDSBERATUNG GES.M.B.H. SHAREHOLDER direct 1994-03-01
BAI BONDSBERATUNG GES.M.B.H. SHAREHOLDER indirect 1994-03-01
JONES COMMODITIES, INC. SHAREHOLDER direct 1997-08-01
GREAT SOUTHERN CAPITAL MANAGEMENT, INC. PRESIDENT direct 1988-03-01
ADVISORS PENSION SERVICES AGENCY INC PRESIDENT direct 1988-04-01
CATHOLIC FINANCIAL SERVICES CORP VICE PRESIDENT, DIRECTOR direct 1994-06-01
GRAHAM CAPITAL MANAGEMENT, L.P. LIMITED PARTNER indirect 1994-06-01
KLAFF REALTY, LP OWNER indirect 1988-06-01
HELLMAN & FRIEDMAN ASSOCIATES III LP SHAREHOLDER indirect 1994-07-01
H&F INVESTORS III SHAREHOLDER indirect 1994-07-01
FIRST WESTERN ADVISORS PRESIDENT / DIRECTOR direct 1997-10-01
STEPHEN JONES CAPITAL MANAGEMENT, INC. 90% SHAREHOLDER direct 1997-11-01
HUTCHINSON/IFRAH FINANCIAL SERVICES, INC. CHAIRMAN & PRESIDENT direct 1988-08-01
SOUTH OCEAN MANAGEMENT LIMITED SHAREHOLDER direct 1994-09-01
JONES VILLALTA ASSET MANAGEMENT, LLC 90% SHAREHOLDER OF STEPHEN JONES CAPITAL MANAGEMENT, INC. indirect 1997-11-01
THE HOLLISTER ASSET MANAGEMENT CO, G.P. GENERAL PARTNER direct 1994-09-01
GLOBALVEST MANAGEMENT CO LP ESTABLISHED direct 1994-10-01
TRIGRAN INVESTMENTS, INC. TRUSTEE indirect 1988-11-01
J.J.B. HILLIARD, W.L. LYONS, LLC NAMED FIDUCIARY indirect 1988-11-01
IHP CAPITAL PARTNERS SHAREHOLDER direct 1997-12-01
MCCORMICK CAPITAL MANAGEMENT SECRETARY, TREASURER direct 1988-12-01
KAPLAN & CO. SECURITIES INC. CEO direct 1994-10-01
EAST PACIFIC INVESTMENT CO INC PRESIDENT direct 1989-01-01
LARIMER CAPITAL CORP SECRETARY direct 1989-01-01
TIFFANY CAPITAL ADVISORS INC BOARD MEMBER direct 1998-01-01
KIT COLE INVESTMENT ADVISORY SERVICES SHAREHOLDER direct 1989-03-01
LOVELL INCORPORATED CORPORATE SECRETARY direct 1989-03-01
SAGE, RUTTY & CO., INC. DIRECTOR direct 1998-01-01
KURIYAMA & CO LLC MEMBER direct 1998-01-01
NEWPORT INVESTMENT ADVISORS INC CEO direct 1989-04-01
JULIUS BAER SECURITIES INC. FIRST VICE PRESIDENT direct 1994-12-01
SUMMIT PARTNERS V, L.P. LIMITED PARTNER direct 1998-01-01
TIFFANY CAPITAL ADVISORS INC PRESIDENT direct 1989-05-01
CWS CAPITAL PARTNERS LLC SHAREHOLDER direct 1998-01-01
THE BAUPOST GROUP, L.L.C. MEMBER direct 1998-01-01
BOBERSKI & CO PRESIDENT direct 1966-01-01
H&F ADMINISTRATION III LLC SHAREHOLDER indirect 1994-12-01
IWAMOTO, KONG & CO., INC. SHAREHOLDER direct 1998-01-01
HOLDEN TOLBERT & CO INC PRESIDENT direct 1967-05-01
H & F ADMINISTRATION IV LLC SHAREHOLDER indirect 1994-12-01
CWS CAPITAL PARTNERS LLC SHAREHOLDER / MANAGING MEMBER direct 1998-01-01
HOLDEN TOLBERT & CO INC SECRETARY, TREASURER direct 1967-05-01
BUSINESS SERVICES, INC. OWNER direct 1989-05-01
LEGACY PARTNERS INVESTMENT MANAGEMENT SERVICES,LLC MEMBER indirect 1968-06-01
FINANCIAL ADVISORY SERVICE INC DANIELLE G. MEIER AND JOHN A. MEIER, TRUSTEES direct 1998-01-01
PINNACLE ASSET MANAGEMENT, L.P. MEMBER indirect 1994-12-01
OTTAWA AVENUE PRIVATE CAPITAL, LLC SHAREHOLDER indirect 1994-12-01
HELLMAN & FRIEDMAN CAPITAL MANAGEMENT SHAREHOLDER indirect 1989-06-01
SANDPOINTE, LLC MEMBER indirect 1994-12-01
CAMBRIDGE EQUITY ADVISORS INC CHIEF EXECUTIVE OFFICER direct 1989-06-01
BRENTON INVESTMENTS, INC. SHAREHOLDER indirect 1995-01-01
HANSSET GLOBAL ADVISORS CO., LTD. SHAREHOLDER direct 1989-08-01
TRIAD INVESTMENT ADVISORS CORP PRESIDENT direct 1972-10-01
JOHNSTON, LEMON & CO. INC. CHAIRMAN direct 1973-10-01
VALU TRAC INVESTMENT MANAGEMENT LTD PARENT COMPANY direct 1989-10-01
ATLANTIC CAPITAL MANAGEMENT LTD PRESIDENT direct 1989-12-01
BJURMAN, BARRY & ASSOCIATES SHAREHOLDER A CLASS direct 1998-03-01
JOHNSTON, LEMON & CO. INC. CHAIRMAN indirect 1989-12-01
MYERSON VAN DEN BERG & CO TRUST OWNS ALL THE STOCK direct 1975-01-01
DE PRINCE, RACE & ZOLLO, INC. SHAREHOLDER direct 1998-03-01
STANLEY D J & CO INC PRESIDENT & CEO, CFO, COO, CLO,CCO direct 1976-05-01
POPULAR SECURITIES, INC. DIRECTOR direct 1995-05-01
SPECTRUM ASSET MANAGEMENT INC SHAREHOLDER direct 1990-01-01
GREAT SOUTHERN CAPITAL MANAGEMENT, INC. TREASURER direct 1977-06-01
BOULDER INVESTMENT ADVISERS LLC MEMBER indirect 1998-05-01
NOVARE CAPITAL MANAGEMENT MEMBER indirect 1995-05-01
SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP. TREASURER, FINOP direct 1978-08-01
BNY ASSOCIATES INCORPORATED DIRECTOR direct 1998-05-01
SAVINGS GROWERS, INC. PRESIDENT direct 1990-08-01
MOORS & CABOT INVESTOR SERVICES INC PARENT indirect 1978-08-01
SOUND CAPITAL MANAGEMENT INC MANAGING DIRECTOR direct 1995-06-01
FULLER & THALER ASSET MANAGEMENT INC SHAREHOLDER direct 1998-05-01
SULLIVAN,MORRISSEY & MICKLE CAPITAL MANAGEMENT CORP. CHAIRMAN, DIRECTOR, CHIEF COMPLIANCE OFFICER direct 1978-08-01
SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP. VICE CHAIRMAN, DIRECTOR direct 1978-11-01
STAMPS, WOODSUM & CO. IV LIMITED PARTNER direct 1995-06-01
PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION SHAREHOLDER direct 1995-06-01
VALUE PARTNERS LTD SHAREHOLDER direct 1998-06-01
VALU-TRAC INVESTMENT RESEARCH LIMITED OWNER direct 1998-06-01
CORRELL CO. INVESTMENT SERVICES CORP. SECRETARY direct 1995-07-01
PRIVATE PORTFOLIO OF SAN DIEGO, INC. VICE PRESIDENT direct 1998-06-01
BERKELEY CAPITAL ADVISERS, LLC TRUSTEE indirect 1991-01-01
GREIG ASSOCIATES INC VICE PRESIDENT direct 1998-07-01
PCJ INVESTMENT COUNSEL LTD. PARTNERSHIP direct 1995-07-01
RWT INVESTMENT ADVISERS, INC. 100% SHAREHOLDER direct 1998-07-01
NOBLE PARTNERS, L.P. SHAREHOLDER indirect 1991-03-01
POPULAR SECURITIES, INC. DIRECTOR direct 1995-08-01
KELLNER, DILEO & CO., L.P. LIMITED PARTNER direct 1998-07-01
W R MAHOOD ASSET MANAGEMENT, INC. PRESIDENT direct 1991-04-01
NBC SECURITIES, INC. VICE PRESIDENT direct 1995-08-01
BURNEY CO CHAIRMAN direct 1981-04-01
FARALDI & PORRO INC PRESIDENT direct 1981-06-01
ARNHOLD AND S. BLEICHROEDER, INC. SENIOR VICE PRESIDENT & DIRECTOR direct 1988-08-01 2000-11-09
ARNHOLD AND S. BLEICHROEDER, INC. SENIOR VICE PRESIDENT & DIRECTOR direct 1995-03-01 2000-11-09
FSC SECURITIES CORPORATION DIRECTOR/CHAIRMAN direct 1997-10-01 2000-12-15
J. BUSH & CO., INCORPORATED DIRECTOR direct 1970-09-01 2001-01-29
J. BUSH & CO., INCORPORATED EXECUTIVE VICE PRESIDENT direct 1998-03-01 2001-01-29
CHASE INVESTMENT SERVICES CORP. DIRECTOR direct 1998-09-01 2001-01-30
RASKOB KAMBOURIAN FINANCIAL ADVISORS LTD TREAURER direct 1992-02-01 2001-01-30
MACK INVESTMENT SECURITIES, INC. TRUSTEE IS PRESIDENT direct 1986-01-01 2001-01-30
FORUM SECURITIES, INC. SHAREHOLDER indirect 1990-07-01 2001-01-30
FORUM SECURITIES, INC. VICE PRESIDENT/CFO direct 1991-03-01 2001-01-30
AMERICAN FIDELITY ASSURANCE CO SENIOR VICE PRESIDENT direct 1998-08-01 2001-01-31
AMERICAN FIDELITY ASSURANCE CO DIRECTOR direct 1992-01-01 2001-01-31
AMERICAN FIDELITY ASSURANCE CO PRESIDENT/DIRECTOR direct 1992-02-01 2001-01-31
AMERICAN FIDELITY ASSURANCE CO DIRECTOR direct 1984-04-01 2001-01-31
COUNTRY CAPITAL MANAGEMENT COMPANY SENIOR VP MARKETING direct 1996-10-01 2001-01-31
MOODY ALDRICH & SULLIVAN LLC NON MEMBER indirect 1992-12-01 2001-01-31
AMERICAN FIDELITY ASSURANCE CO SENIOR VICE PRESIDENT direct 1987-01-01 2001-01-31
AMERICAN FIDELITY ASSURANCE CO SENIOR VICE PRESIDENT direct 1987-02-01 2001-01-31
AMERICAN FIDELITY ASSURANCE CO SENIOR VICE PRESIDENT direct 1994-01-01 2001-01-31
MOODY ALDRICH & SULLIVAN LLC NON MEMBER indirect 1988-06-01 2001-01-31
MOODY ALDRICH & SULLIVAN LLC NON MEMBER indirect 1988-06-01 2001-01-31
AMERICAN FIDELITY ASSURANCE CO DIRECTOR direct 1997-11-01 2001-01-31
AMERICAN FIDELITY ASSURANCE CO SENIOR CHAIRMAN OF BOARD direct 1998-01-01 2001-01-31
AMERICAN FIDELITY ASSURANCE CO CH.BD./DIR/CEO direct 1998-01-01 2001-01-31
AMERICAN FIDELITY ASSURANCE CO SENIOR VICE PRESIDENT direct 1990-01-01 2001-01-31
JULIUS BAER SECURITIES INC. CHAIRMAN direct 1998-04-01 2001-01-31
AMERICAN FIDELITY ASSURANCE CO SHAREHOLDER indirect 1980-05-01 2001-01-31
AMERICAN FIDELITY ASSURANCE CO DIRECTOR direct 1998-07-01 2001-01-31
CENTURION CAPITAL MANAGEMENT CORP BENEFICIAL OWNER OF CCGI, COMMON indirect 1997-12-01 2001-02-01
ESSEX LLC SECRETARY direct 1933-01-01 2001-02-23
HARTFORD INVESTMENT FINANCIAL SERVICES COMPANY SENIOR VICE PRESIDENT & DIRECTOR- INVESTMENTS & DIRECTOR direct 1996-12-01 2001-02-28
COMMONWEALTH ADVISORS INC VICE PRESIDENT direct 1997-02-01 2001-02-28
LINDNER ASSET MANAGEMENT INC SHAREHOLDER direct 1997-03-01 2001-02-28
MBIA CAPITAL MANAGEMENT CORP. SENIOR MANAGING DIRECTOR direct 1998-02-01 2001-02-28
COMMONWEALTH ADVISORS INC SECRETARY direct 1991-04-01 2001-02-28
ORLEANS CAPITAL MANAGEMENT CORP PRESIDENT, DIRECT OWNER-COMMON & DIRECTOR direct 1991-07-01 2001-03-01
MONTICELLO ASSOCIATES INC PRESIDENT direct 1992-07-01 2001-03-01
MONTICELLO ASSOCIATES INC TREASURER direct 1992-07-01 2001-03-01
WCM INVESTMENT MANAGEMENT VP direct 1995-06-01 2001-03-01
THE ROBINSON-HUMPHREY COMPANY, LLC SENIOR MANAGING DIRECTOR AND DIRECTOR direct 1998-05-01 2001-03-13
PMG CAPITAL CORP. MANAGING DIRECTOR direct 1998-10-01 2001-03-15
PRINCOR FINANCIAL SERVICES CORPORATION SENIOR VICE PRESIDENT direct 1998-01-01 2001-03-15
DIVERSIFIED INVESTMENT ADVISORS INC DIRECTOR, TREASURER & CHIEF FINANCIAL OFFICER direct 1992-10-01 2001-03-16
BERGER & ASSOCIATES LLC MANAGER & 50% OWNER direct 1997-04-01 2001-03-16
ARMA FINANCIAL SERVICES, INC. DIRECTOR direct 1991-06-01 2001-03-20
ARMA FINANCIAL SERVICES, INC. DIRECTOR direct 1996-07-01 2001-03-20
ARMA FINANCIAL SERVICES, INC. CHAIRMAN direct 1986-04-01 2001-03-20
ARMA FINANCIAL SERVICES, INC. SECRETARY direct 1986-04-01 2001-03-20
ARMA FINANCIAL SERVICES, INC. DIRECTOR direct 1986-04-01 2001-03-20
ARMA FINANCIAL SERVICES, INC. DIRECTOR direct 1994-10-01 2001-03-20
TREECE INVESTMENT ADVISORY CORP PRESIDENT, DIRECTOR, SECT, TREASURER direct 1979-08-01 2001-03-23
ASSET MANAGEMENT ADVISORS, LLC EXECUTIVE MANAGER direct 1996-06-01 2001-03-26
COMMERCE CAPITAL MARKETS, INC. EXECUTIVE VICE PRESIDENT direct 1977-03-01 2001-03-26
COMMERCE CAPITAL MARKETS, INC. MANAGING DIRECTOR direct 1977-09-01 2001-03-26
AMERVEST CO INC MANAGING DIRECTOR direct 1993-01-01 2001-03-27
VESTRUST SECURITIES L.P. SHAREHOLDER direct 1997-01-01 2001-03-29
PMG CAPITAL CORP. PRESIDENT direct 1986-12-01 2001-03-29
FIRST WESTERN ADVISORS VICE PRESIDENT/SECRETARY direct 1997-10-01 2001-03-29
FIRST WESTERN ADVISORS DIRECTOR direct 1997-10-01 2001-03-29
PMG CAPITAL CORP. VICE PRESIDENT ADMIN. direct 1995-04-01 2001-03-29
PMG CAPITAL CORP. MANAGING DIRECTOR direct 1995-10-01 2001-03-29
PROEQUITIES INC DIRECTOR direct 1997-01-01 2001-03-30
KAHN BROTHERS & CO. INC. STOCKHOLDER, DIRECTOR direct 1978-07-01 2001-03-30
PROVIDENT NATIONAL ASSURANCE COMPANY DIRECTOR, EXECUTIVE VICE PRESIDENT - FINANCE direct 1997-11-01 2001-04-02
PROVIDENT NATIONAL ASSURANCE COMPANY VICE PRESIDENT AND SECRETARY direct 1997-11-01 2001-04-02
PROVIDENT NATIONAL ASSURANCE COMPANY DIRECTOR direct 1995-10-01 2001-04-02
RICHARD O. JONES PRESIDENT/CEO indirect 1993-07-01 2001-04-06
RICHARD O. JONES SHAREHOLDER direct 1993-12-01 2001-04-06
CENTURION TRUST COMPANY SHAREHOLDER indirect 1997-12-01 2001-04-12
TOWER SQUARE SECURITIES, INC. VICE PRESIDENT direct 1998-09-01 2001-04-19
ORION FINANCIAL SERVICES, LLC MEMB ER OF LLC direct 1997-08-01 2001-04-20
THE ADVISORS GROUP, INC. CHAIRMAN OF BOARD OF DIRECTORS direct 1988-08-01 2001-04-26
CONCOURSE CAPITAL CORPORATION DIRECTOR direct 1991-08-01 2001-04-27
TIMING STRATEGIES CORP PRESIDENT direct 1982-05-01 2001-04-30
CANTERBURY CAPITAL SERVICES, INC. SECRETARY direct 1995-11-01 2001-04-30
MILLAR ROBERT PETER WHARTON COMPLIANCE OFFICER direct 1995-12-01 2001-04-30
VALU TRAC INVESTMENT MANAGEMENT LTD COMPLIANCE OFFICER direct 1995-12-01 2001-04-30
CMS INVESTMENT RESOURCES, INC. VICE PRESIDENT, GENERAL COUNSEL direct 1986-06-01 2001-04-30
VALU TRAC INVESTMENT MANAGEMENT LTD NON-EXECUTIVE DIRECTOR direct 1994-10-01 2001-04-30
VALU TRAC INVESTMENT MANAGEMENT LTD CHIEF EXECUTIVE direct 1989-10-01 2001-04-30
SUNTRUST EQUITABLE SECURITIES CORPORATION CROP direct 1990-07-01 2001-05-03
TITAN INVESTMENT ADVISORS LLC PARTNER direct 1996-05-01 2001-05-15
SOVEREIGN HOLDINGS LLC PRESIDENT direct 1997-01-01 2001-05-16
SOVEREIGN HOLDINGS LLC ADMINISTRATIVE PARTNER direct 1997-01-01 2001-05-16
ROBOTTI & COMPANY, INCORPORATED DIRECTOR & STOCKHOLDER direct 1983-08-01 2001-05-24
ROGGE GLOBAL PARTNERS PLC 100% SHAREHOLDER OF UNITED ASSET MANAGEMENT UK HOLDINGS LIMITED direct 1996-09-01 2001-05-24
ROBOTTI & COMPANY, INCORPORATED STOCKHOLDER direct 1987-09-01 2001-05-24
ROBOTTI & COMPANY, INCORPORATED SROP, ROP direct 1997-09-01 2001-05-24
ROBOTTI & COMPANY, INCORPORATED SROP, ROP direct 1994-05-01 2001-05-24
CANYON CAPITAL REALTY ADVISORS LLC MEMBER direct 1998-05-01 2001-06-12
THE ROBINSON-HUMPHREY COMPANY, LLC EXECUTIVE VICE PRESIDENT AND DIRECTOR direct 1997-05-01 2001-06-20
SPELMAN & CO., INC. DIRECTOR direct 1998-04-01 2001-06-20
THE MILLER FINANCIAL GROUP, INC. SHAREHOLDER indirect 1992-04-01 2001-06-25
A. G. EDWARDS & SONS, INC. DIRECTOR OF HOLDING COMPANY direct 1997-06-01 2001-06-26
COORDINATED ASSET PLANNING CO INC CHEIF OPERATIONS OFFICER direct 1989-05-01 2001-07-30
METROPOLITAN LIFE INSURANCE COMPANY DIRECTOR direct 1995-06-01 2001-07-30
KEENE & ASSOCIATES, INC. PRESIDENT direct 1994-09-01 2001-08-09
WILLIAMS C R INC MANAGING DIRECTOR direct 1994-06-01 2001-08-15
WILLIAMS C R INC PRESIDENT direct 1994-08-01 2001-08-15
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER EXECUTIVE VICE PRESIDENT, DIRECTOR OF UPG direct 1987-08-01 2001-08-21
ST. BERNARD FINANCIAL SERVICES, INC. SHAREHOLDER direct 1994-03-01 2001-08-28
MEMORIAL INVESTMENT ADVISORS INC VP AND CIO direct 1998-09-01 2001-09-25
SYMMETRIC INVESTMENTS, INC. 5% + SHAREHOLDER direct 1992-12-01 2001-09-26
ALLIANCE ADVISORY & SECURITIES, INC. PRESIDENT indirect 1987-07-01 2001-09-27
PMG CAPITAL CORP. PRESIDENT AND CHIEF EXECUTIVE OFFICER direct 1986-12-01 2001-10-01
PMG CAPITAL CORP. MANAGING DIRECTOR direct 1987-06-01 2001-10-01
PMG CAPITAL CORP. MANAGING DIRECTOR direct 1993-12-01 2001-10-01
PMG CAPITAL CORP. MANAGING DIRECTOR AND TREASURER direct 1995-10-01 2001-10-01
SMITH SHELLNUT WILSON LLC PRINCIPAL direct 1998-08-01 2001-10-22
SMITH SHELLNUT WILSON LLC PRINCIPAL direct 1995-06-01 2001-10-22
SALOMON SMITH BARNEY INC. CHAIRMAN & CEO - SMITH BARNEY ASSET MANAGEMENT direct 1997-08-01 2001-10-24
SALOMON SMITH BARNEY INC. MANAGING DIRECTOR - SALOMON SMITH BARNEY, CHIEF INVESTMENT OFFICER - SMITH BARNEY ASSET MANAGEMENT direct 1997-08-01 2001-10-24
SALOMON SMITH BARNEY INC. GENERAL COUNSEL - SMITH BARNEY ASSET MANAGEMENT, MANAGING DIRECTOR - SALOMON SMITH BARNEY INC. direct 1995-07-01 2001-10-24
CSFBDIRECT, INC. DIRECTOR/CCO/CROP/SROP direct 1996-08-01 2001-10-26
STEPHENS INC. SHAREHOLDER PREFERRED B indirect 1990-12-01 2001-10-31
STEPHENS INC. SHAREHOLDER COMMON A indirect 1990-12-01 2001-10-31
CBNY INVESTMENT SERVICES CORP. SHAREHOLDER indirect 1988-03-01 2001-11-01
FINARC LLC SPOUSE direct 1996-10-01 2001-11-29
THE MILLER FINANCIAL GROUP, INC. SHAREHOLDER indirect 1992-04-01 2001-11-30
CJ CAPITAL MANAGEMENT LLC PRESIDENT direct 1998-08-01 2001-12-07
ARNHOLD AND S. BLEICHROEDER, INC. CO-CHAIRMAN OF THE BOARD direct 1994-01-01 2001-12-10
ARNHOLD AND S. BLEICHROEDER, INC. CO-PRESIDENT, SECRETARY & DIRECTOR direct 1994-01-01 2001-12-10
ARNHOLD AND S. BLEICHROEDER, INC. CO-PRESIDENT AND DIRECTOR direct 1994-01-01 2001-12-10
ARNHOLD AND S. BLEICHROEDER, INC. SENIOR VICE PRESIDENT , SROP/CROP direct 1994-04-01 2001-12-10
ARNHOLD AND S. BLEICHROEDER, INC. STOCKHOLDER direct 1946-07-01 2001-12-10
ARNHOLD AND S. BLEICHROEDER, INC. SENIOR VICE PRESIDENT & DIRECTOR direct 1978-06-01 2001-12-10
ARNHOLD AND S. BLEICHROEDER, INC. SENIOR VICE PRESIDENT, TREASURER & DIRECTOR direct 1990-11-01 2001-12-10
TRENDLINE RESEARCH & MANAGEMENT CORP DIRECTOR, VICE-PRESIDENT, SECRETARY/TREASURER direct 1988-03-01 2001-12-12
TRENDLINE RESEARCH & MANAGEMENT CORP DIRECTOR, PRESIDENT direct 1988-03-01 2001-12-12
TREVOR STEWART BURTON & JACOBSEN INC STOCKHOLDER direct 1995-04-01 2001-12-18
COUNTRY CAPITAL MANAGEMENT COMPANY VP INFO SYSTEMS direct 1996-10-01 2001-12-20
COUNTRY CAPITAL MANAGEMENT COMPANY CORPORATE CONTROLLER direct 1997-03-01 2001-12-20
COUNTRY CAPITAL MANAGEMENT COMPANY VP COMMUNICATIONS & HUMAN RESOURCES direct 1989-10-01 2001-12-20
THURLOW CAPITAL MANAGEMENT, INC. PRESIDENT direct 1997-04-01 2002-01-03
THURLOW CAPITAL MANAGEMENT, INC. VICE-PRESIDENT direct 1997-04-01 2002-01-03
CENTURION HINDS INVESTMENT MANAGEMENT CORP SHAREHOLDER OF CENTURION CAPITAL GROUP INC. indirect 1997-12-01 2002-01-17
NORTHERN TRUST SECURITIES, INC. DIRECTOR direct 1997-01-01 2002-01-23
CATHOLIC FINANCIAL SERVICES CORP CHAIRMAN, DIRECTOR direct 1994-06-01 2002-01-23
CATHOLIC FINANCIAL SERVICES CORP DIRECTOR direct 1994-06-01 2002-01-23
CSFBDIRECT, INC. DIRECTOR OF COMPLIANCE/CCO/CROP/SROP direct 1996-08-01 2002-01-25
PRINCOR FINANCIAL SERVICES CORPORATION DIRECTOR direct 1998-01-01 2002-01-25
SUCCESSFUL RESOURCES MANAGEMENT LTD VICE PRESIDENT direct 1996-06-01 2002-02-05
COORDINATED ASSET PLANNING CO INC PRESIDENT direct 1984-01-01 2002-02-13
FERGUSON INVESTMENT CONSULTANTS INC PRESIDENT direct 1988-06-01 2002-02-13
COORDINATED ASSET PLANNING CO INC CHIEF OPERATIONS OFFICER direct 1989-05-01 2002-02-13
MCCORMACK ADVISORS INTERNATIONAL LLC S indirect 1973-12-01 2002-03-11
AMERICAN INVESTMENT SERVICES INC TREASURER & SECRETARY direct 1988-12-01 2002-03-15
HORSLEY BRIDGE PARTNERS, INC. SHAREHOLDER direct 1983-03-01 2002-03-19
HORSLEY BRIDGE PARTNERS, INC. SHAREHOLDER direct 1985-03-01 2002-03-19
PARNASSUS INVESTMENTS DIRECTOR direct 1984-06-01 2002-03-22
AMR INVESTMENT SERVICES, INC SECRETARY direct 1988-01-01 2002-03-25
MCCORMICK CAPITAL MANAGEMENT V.P. OPERATIONS direct 1996-04-01 2002-03-26
MCCORMICK CAPITAL MANAGEMENT V.P. FIXED INCOME direct 1993-03-01 2002-03-26
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD SHAREHOLDER direct 1995-01-01 2002-03-26
CITISTREET ADVISORS LLC VICE PRESIDENT, TREASURER, FINOP direct 1991-05-01 2002-03-27
LORD ANDREW CHARLES SOLE PROPRIETOR direct 1984-01-01 2002-03-27
GLEN RAUCH SECURITIES, INC. SECRETARY/DIRECTOR direct 1986-02-01 2002-03-27
NATIONWIDE ADVISORY SERVICES, INC. DIRECTOR direct 1998-04-01 2002-03-27
GUARDIAN CAPITAL ADVISORS INC V.P., COMPLIANCE & SECRETARY direct 1998-11-01 2002-03-28
INSTITUTIONAL SECURITIES CORPORATION SECRETARY direct 1996-05-01 2002-03-28
GUARDIAN CAPITAL INC MANAGING DIRECTOR direct 1985-11-01 2002-03-28
FORUM SECURITIES, INC. DIRECTOR direct 1992-08-01 2002-03-28
GUARDIAN CAPITAL INC MANAGING DIRECTOR direct 1988-02-01 2002-03-28
FORUM SECURITIES, INC. EXECUTIVE VICE PRESIDENT direct 1989-01-01 2002-03-28
FORUM SECURITIES, INC. DIRECTOR direct 1989-02-01 2002-03-28
GUARDIAN CAPITAL INC MANAGING DIRECTOR direct 1994-11-01 2002-03-28
FORUM SECURITIES, INC. SECRETARY direct 1989-06-01 2002-03-28
GUARDIAN CAPITAL INC MANAGING DIRECTOR direct 1995-04-01 2002-03-28
VALUE PARTNERS LTD NON-EXECUTIVE DIRECTOR direct 1998-06-01 2002-03-28
FORUM SECURITIES, INC. PRESIDENT/TREASURER/DIRECTOR/SROP/CROP direct 1991-02-01 2002-03-28
FORUM SECURITIES, INC. SENIOR VICE PRESIDENT/CFO direct 1991-03-01 2002-03-28
EPG INC SENIOR VICE PRESIDENT direct 1998-01-01 2002-04-01
JMG CAPITAL MANAGEMENT, LLC N/A indirect 1998-04-01 2002-04-01
STIFEL, NICOLAUS & COMPANY, INCORPORATED SHAREHOLDER direct 1996-06-01 2002-04-02
WARNER GROUP, INC. VICE PRESIDENT, DIRECTOR, SHAREHOLDER direct 1996-05-01 2002-04-03
TACTICAL ALLOCATION SERVICES LLC TRUST direct 1996-04-01 2002-04-04
BRENTON INVESTMENTS, INC. SHAREHOLDER indirect 1995-01-01 2002-04-17
MUHLENKAMP & CO INC SHAREHOLDER direct 1983-02-01 2002-04-22
DIVERSIFIED INVESTMENT ADVISORS INC DIRECTOR & PRESIDENT direct 1992-10-01 2002-04-30
LINDNER CAPITAL MANAGEMENT, LLC 52% SHAREHOLDER indirect 1997-03-01 2002-04-30
DIVERSIFIED INVESTMENT ADVISORS INC SECRETARY direct 1994-01-01 2002-04-30
CHAPEL HILL CAPITAL MANAGEMENT INC PRESIDENT direct 1997-12-01 2002-05-03
ARISTA INVESTMENT ADVISORS, LTD. VICE-PRESIDENT direct 1996-04-01 2002-05-06
PINNACLE FUND MANAGEMENT LLC NONE direct 1997-03-01 2002-05-06
ARISTA INVESTMENT ADVISORS, LTD. PRESIDENT direct 1988-11-01 2002-05-06
ARISTA INVESTMENT ADVISORS, LTD. SECRETARY direct 1988-11-01 2002-05-06
SUCCESSFUL MONEY STRATEGIES INC CHIEF INVESTMENT OFFICER direct 1993-03-01 2002-05-07
WESTBOURNE INVESTMENTS, INC. BENEFICIAL OWNER direct 1997-09-01 2002-05-14
WESTBOURNE INVESTMENTS, INC. BENEFICIAL OWNER direct 1997-12-01 2002-05-14
PLANNERS FINANCIAL SERVICES, INC. BOARD MEMBER direct 1984-03-01 2002-05-24
PACIFIC CAPITAL PLANNING COMPANY OWNER direct 1997-09-01 2002-05-24
A. G. EDWARDS & SONS, INC. DIRECTOR, SENIOR VICE PRESIDENT, ASSISTANT SECRETARY direct 1998-03-01 2002-05-31
R.V. KUHNS & ASSOCIATES, INC. TREASURER indirect 1986-01-01 2002-06-25
FIRST ALLIED SECURITIES, INC. SHAREHOLDER indirect 1994-10-01 2002-07-22
TRUSTED SECURITIES ADVISORS CORP. CHAIRMAN AND DIRECTOR direct 1998-08-01 2002-07-24
AMERICAN GENERAL FINANCIAL ADVISORS, INC. ASSISTANT TREASURER direct 1998-08-01 2002-08-29
EQUITY ANALYSTS INC. SHAREHOLDER direct 1998-09-01 2002-09-20
THE MILLER FINANCIAL GROUP, INC. SHAREHOLDER indirect 1992-04-01 2002-09-23
1717 CAPITAL MANAGEMENT COMPANY DIRECTOR direct 1998-11-01 2002-09-26
KILLIAN ASSET MANAGEMENT CORP PRESIDENT direct 1987-04-01 2002-10-11
ABSOLUTE RETURN ADVISORS, LTD. CROP/SROP/VP direct 1996-12-01 2002-10-14
MCCORMACK ADVISORS INTERNATIONAL LLC S indirect 1973-12-01 2002-10-16
METROPOLITAN LIFE INSURANCE COMPANY DIRECTOR direct 1983-02-01 2002-10-21
METROPOLITAN LIFE INSURANCE COMPANY DIRECTOR direct 1980-03-01 2002-10-21
METROPOLITAN LIFE INSURANCE COMPANY DIRECTOR direct 1980-11-01 2002-10-21
ARTHURS, LESTRANGE & COMPANY INCORPORATED OUTSIDE SHAREHOLDER direct 1986-03-01 2002-10-31
SANDALWOOD SECURITIES, INC. SHAREHOLDER direct 1997-12-01 2002-10-31
SANDALWOOD SECURITIES, INC. SHAREHOLDERS direct 1997-12-01 2002-10-31
BERGER & ASSOCIATES LLC MANAGER & 100% OWNER direct 1997-04-01 2002-12-04
MUHLENKAMP & CO INC SHAREHOLDER indirect 1983-02-01 2002-12-18
THE DANFORTH ASSOCIATES, INC VICE PRESIDENT & DIRECTOR direct 1994-09-01 2002-12-20
COUNTRY CAPITAL MANAGEMENT COMPANY VP FINANCE & TREASURER direct 1998-11-01 2003-01-02
COUNTRY CAPITAL MANAGEMENT COMPANY GENERAL COUNSEL & SECRETARY direct 1996-08-01 2003-01-02
COUNTRY CAPITAL MANAGEMENT COMPANY SENIOR VP & CHIEF FINANCIAL OFFICER direct 1996-10-01 2003-01-02
COUNTRY CAPITAL MANAGEMENT COMPANY CHAIRMAN OF THE BOARD & DIRECTOR direct 1994-10-01 2003-01-02
L ROY PAPP & ASSOCIATES GENERAL PARTNER direct 1992-01-01 2003-01-10
MEMORIAL INVESTMENT ADVISORS INC PRESIDENT AND CEO direct 1998-10-01 2003-01-14
MEMORIAL INVESTMENT ADVISORS INC VP AND CFO direct 1998-10-01 2003-01-14
LAUREL MANAGEMENT CO LLC MEMBER direct 1995-07-01 2003-01-15
CLARK FINANCIAL SERVICES GROUP INC PRESIDENT direct 1987-01-01 2003-01-24
ROLF ADLER GROUP INC PRESIDENT direct 1987-12-01 2003-01-25
FINANCIAL ADVISORY SERVICE INC SHAREHOLDER direct 1984-01-01 2003-02-05
C.E. UNTERBERG, TOWBIN (A CALIFORNIA LIMITED PARTNERSHIP) DIRECTOR OF COMPLIANCE direct 1997-03-01 2003-02-07
THE DANFORTH ASSOCIATES, INC DIRECTOR direct 1994-09-01 2003-02-14
GURUN, INC. PRESIDENT direct 1986-03-01 2003-02-27
WILLINGHAM ASSET MANAGEMENT INC PRESIDENT direct 1995-11-01 2003-03-03
TIFFANY CAPITAL ADVISORS INC BOARD MEMBER direct 1992-07-01 2003-03-03
JULIUS BAER SECURITIES INC. DIRECTOR direct 1996-05-01 2003-03-14
JULIUS BAER SECURITIES INC. SENIOR VICE PRESIDENT direct 1994-12-01 2003-03-14
THE DE BURLO GROUP,INC. SENIOR VICE PRESIDENT direct 1996-03-01 2003-03-18
THE DE BURLO GROUP,INC. PRESIDENT direct 1987-10-01 2003-03-18
THE DE BURLO GROUP,INC. SECRETARY direct 1987-10-01 2003-03-18
THE DE BURLO GROUP,INC. DIRECTOR direct 1987-10-01 2003-03-18
PERKINS, WOLF, MCDONNELL & CO. SHAREHOLDER direct 1983-03-01 2003-03-26
KEENE & ASSOCIATES, INC. PRESIDENT, DIRECTOR direct 1994-09-01 2003-03-26
CJ CAPITAL MANAGEMENT LLC MEMBER, PRESIDENT direct 1998-08-01 2003-03-27
HORSLEY BRIDGE PARTNERS, INC. SHAREHOLDER CLASS A & B SHARES direct 1985-03-01 2003-03-27
NVEST FUNDS MANAGEMENT LP GENERAL PARTNER direct 1995-01-01 2003-03-27
BUCKINGHAM CAPITAL MANAGEMENT INC DIRECTOR direct 1985-05-01 2003-03-28
ATLANTIC CAPITAL MANAGEMENT LTD CORPORATE SECRETARY direct 1992-04-01 2003-03-31
COMMERCE CAPITAL MARKETS, INC. EXECUTIVE VICE PRESIDENT direct 1972-05-01 2003-03-31
ATLANTIC CAPITAL MANAGEMENT LTD VICE PRESIDENT direct 1990-08-01 2003-03-31
FIRST WESTERN ADVISORS PRESIDENT direct 1997-10-01 2003-04-02
J. BUSH & CO., INCORPORATED PRESIDENT / DIRECTOR direct 1998-03-01 2003-04-03
HORNOR, TOWNSEND & KENT, INC. DIRECTOR direct 1998-05-01 2003-04-08
BERGER & ASSOCIATES LLC MANAGING DIRECTOR direct 1997-04-01 2003-04-16
PENSION CONSULTING ALLIANCE INC PRINCIPAL direct 1995-10-01 2003-05-02
TWEEDY, BROWNE COMPANY LLC MANAGING DIRECTOR direct 1997-10-01 2003-05-07
JULIUS BAER SECURITIES INC. SHAREHOLDER direct 1962-11-01 2003-05-20
HARBOUR INVESTMENTS, INC. VICE PRESIDENT, SECRETARY direct 1992-04-01 2003-06-13
HARBOUR INVESTMENTS, INC. VICE PRESIDENT direct 1997-03-01 2003-06-13
HARBOUR INVESTMENTS, INC. CCO direct 1994-05-01 2003-06-13
BRILL SECURITIES, INC. VP., TRES., SEC., ,CHIEF OPERATING OFFICER direct 1987-06-01 2003-06-30
SIGNATOR INVESTORS, INC. VICE PRESIDENT direct 1998-09-01 2003-07-03
MECHTENBERG FINANCIAL GROUP INC SHAREHOLDER direct 1980-01-01 2003-07-14
DEVON ADVISORS INC PRESIDENT direct 1998-07-01 2003-07-30
L ROY PAPP & ASSOCIATES GENERAL PARTNER direct 1991-01-01 2003-08-06
L ROY PAPP & ASSOCIATES GENERAL PARTNER direct 1996-01-01 2003-08-28
L ROY PAPP & ASSOCIATES GENERAL PARTNER direct 1993-01-01 2003-08-28
L ROY PAPP & ASSOCIATES GENERAL PARTNER direct 1989-10-01 2003-08-28
CHARLES SCHWAB & CO., INC. SENIOR VICE PRESIDENT - GENERAL COUNSEL direct 1997-07-01 2003-09-11
METROPOLITAN LIFE INSURANCE COMPANY SENIOR VICE PRESIDENT direct 1998-03-01 2003-09-17
THE DANFORTH ASSOCIATES, INC PRESIDENT & DIRECTOR direct 1994-08-01 2003-09-25
THE DANFORTH ASSOCIATES, INC CHAIRMAN & DIRECTOR direct 1949-01-01 2003-09-25
MONEY CONCEPTS CAPITAL CORP CHAIRMAN direct 1982-06-01 2003-10-27
MONEY CONCEPTS CAPITAL CORP SHAREHOLDER indirect 1982-06-01 2003-10-27
UBOC INVESTMENT SERVICES, INC. DIRECTOR direct 1993-02-01 2003-10-27
ARTISAN PARTNERS LIMITED PARTNERSHIP GENERAL PARTNER OF SUTTER HILL PARTNERS L.P. indirect 1991-07-01 2003-11-18
ROGGE GLOBAL PARTNERS PLC 100% OWNER OF UNITED ASSET MANAGEMENT UK HOLDINGS LIMITED indirect 1996-09-01 2003-11-18
ARTISAN PARTNERS LIMITED PARTNERSHIP LIMITED PARTNER OF SUTTER HILL PARTNERS L.P. indirect 1998-01-01 2003-11-18
ARTISAN PARTNERS LIMITED PARTNERSHIP GENERAL PARTNER OF SUTTER HILL PARTNERS L.P. indirect 1998-01-01 2003-11-18
ARTISAN PARTNERS LIMITED PARTNERSHIP GENERAL PARTNER OF SUTTER HILL PARTNERS L.P. indirect 1995-01-01 2003-11-18
AMERICAN INSTITUTIONAL REALTY ADVISORS OWNER direct 1992-12-01 2003-12-17
CITIGROUP GLOBAL MARKETS INC. CHIEF INVESTMENT OFFICER, U.S. RETAIL & HIGH NET WORTH - CITIGROUP ASSET MGMT direct 1997-09-01 2003-12-18
CAPITAL MANAGEMENT CONSULTING, LLC CO-PRESIDENT direct 1996-07-01 2004-01-02
SUCCESSFUL MONEY STRATEGIES INC PRESIDENT direct 1993-03-01 2004-01-07
WARFIELD ASSOCIATES, INC. CORPORATE SECRETARY direct 1988-11-01 2004-01-13
BJURMAN, BARRY & ASSOCIATES SHAREHOLDER direct 1998-03-01 2004-01-15
TRF INVESTMENTS INC PRESIDENT direct 1992-03-01 2004-01-20
PPS & V ASSET MANAGEMENT CONSULTANTS INC PRESIDENT direct 1991-09-01 2004-01-22
AMERISTOCK CORP SHAREHOLDER direct 1995-06-01 2004-02-03
MADISON PORTFOLIO CONSULTANTS INC. PRESIDENT, DIRECTOR direct 1990-12-01 2004-02-26
SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP. CHAIRMAN, DIRECTOR direct 1978-08-01 2004-03-08
LORD ANDREW CHARLES MEMBER direct 1984-01-01 2004-03-09
TOWER EQUITIES, INC. TRUSTEE OF JUDITH D BON REVOCABLE LIVING TRUST direct 1992-12-01 2004-03-25
FRANK RUSSELL CAPITAL INC. GENERAL COUNSEL, SECRETARY, DIRECTOR direct 1994-11-01 2004-03-25
FISHMAN JAY A LTD PRESIDENT direct 1983-09-01 2004-03-26
SPRING CREEK INVESTMENT ADVISORS, INC. PRESIDENT direct 1994-10-01 2004-03-26
BAXTER FINANCIAL CORPORATION SECRETARY direct 1989-04-01 2004-03-26
ORION CAPITAL MANAGEMENT INC PRESIDENT direct 1991-05-01 2004-03-29
SYSTEMATIC FINANCIAL MANAGEMENT LP CHIEF INVESTMENT OFFICER AND SENIOR MANAGING DIRECTOR direct 1996-07-01 2004-03-29
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING DIRECTOR AND SENIOR PORTFOLIO MANAGER direct 1996-07-01 2004-03-29
ORION CAPITAL MANAGEMENT INC SECRETARY/TREASURER direct 1997-01-01 2004-03-29
WALL STREET ASSOCIATES SHAREHOLDER direct 1991-12-01 2004-03-30
TAKAKI CLOSE & ASSOCIATES, LTD. PRESIDENT direct 1993-04-01 2004-03-30
TAKAKI CLOSE & ASSOCIATES, LTD. DIRECTOR direct 1993-04-01 2004-03-30
LAFAYETTE INVESTMENTS, INC. SECRETARY direct 1988-05-01 2004-03-30
LAFAYETTE INVESTMENTS, INC. DIRECTOR direct 1998-05-01 2004-03-30
COMMERCE CAPITAL MARKETS, INC. CFO/SECRETARY/FINOP direct 1998-09-01 2004-03-31
ORLEANS CAPITAL MANAGEMENT CORP VICE PRESIDENT, DIRECT OWNER-COMMON & DIRECTOR direct 1991-11-01 2004-03-31
AMERICAN INVESTMENT SERVICES INC BOARD CHAIRMAN & DIRECTOR direct 1998-10-01 2004-03-31
COMMERCE CAPITAL MARKETS, INC. COMPLIANCE OFFICER direct 1998-11-01 2004-03-31
ORLEANS CAPITAL MANAGEMENT CORP VICE PRESIDENT, DIRECT OWNER-PFD, & DIRECTOR direct 1994-02-01 2004-03-31
COMMERCE CAPITAL MARKETS, INC. PRESIDENT/CEO/DIRECTOR direct 1971-10-01 2004-03-31
COMMERCE CAPITAL MARKETS, INC. SENIOR VP/DIRECTOR direct 1998-03-01 2004-03-31
COOPER LARRY CLARK SOLE PROPRIETOR direct 1983-10-01 2004-04-02
C.E. UNTERBERG, TOWBIN LLC PRESIDENT indirect 1989-05-01 2004-04-22
MORSE WILLIAMS & CO. INC. MANAGING DIRECTOR direct 1992-05-01 2004-04-29
PENSION CONSULTING ALLIANCE INC PRINCIPAL direct 1992-08-01 2004-05-13
WILLIAM MANN CO INC PRESIDENT direct 1989-05-01 2004-06-22
CAPITAL BUILDERS ADVISORY SERVICES INC DIRECTOR/PRESIDENT direct 1977-01-01 2004-06-29
SUCCESSFUL MONEY STRATEGIES INC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1993-03-01 2004-07-06
POPULAR SECURITIES, INC. CFO direct 1997-09-01 2004-07-19
METROPOLITAN LIFE INSURANCE COMPANY DIRECTOR direct 1985-05-01 2004-07-26
LEGACY FINANCIAL GROUP, INC. PRESIDENT AND DIRECTOR direct 1998-11-01 2004-08-03
SAFECO INVESTMENT SERVICES, INC. ASSISTANT SECRETARY direct 1998-02-01 2004-08-05
METROPOLITAN LIFE INSURANCE COMPANY DIRECTOR direct 1998-06-01 2004-08-05
FINDELL & CO INC PRESIDENT direct 1987-01-01 2004-08-24
MOODY INVESTMENT ADVISORS, INC. PRESIDENT direct 1995-01-01 2004-08-27
COMMONWEALTH ADVISORS INC VICE PRESIDENT direct 1994-12-01 2004-09-02
THE WEIL COMPANY TRUSTEE OF THE WEIL FAMILY TRUST OF 1980 direct 1980-09-01 2004-09-09
DANDA FINANCIAL SERVICES, INC. PRESIDENT direct 1992-01-01 2004-09-15
CARDINAL CAPITAL MANAGEMENT INC CHEIF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER direct 1992-01-01 2004-10-06
MORSE WILLIAMS & CO. INC. MANAGING DIRECTOR/COMPLIANCE OFFICER direct 1992-05-01 2004-10-07
MORSE WILLIAMS & CO. INC. MANAGING DIRECTOR & PRINCIPAL direct 1996-12-01 2004-10-07
PRIMECAP MANAGEMENT CO CHAIRMAN direct 1983-09-01 2004-10-26
PRIMECAP MANAGEMENT CO VICE CHAIRMAN direct 1983-09-01 2004-10-26
PRIMECAP MANAGEMENT CO PRESIDENT direct 1983-09-01 2004-10-26
PRIMECAP MANAGEMENT CO EXECUTIVE VICE PRESIDENT direct 1986-07-01 2004-10-26
CAPITAL MANAGEMENT ASSOCIATES INC PRESIDENT direct 1996-04-01 2004-11-02
CAPITAL MANAGEMENT ASSOCIATES INC SECRETARY/TREASURER direct 1996-04-01 2004-11-02
HORNOR, TOWNSEND & KENT, INC. COUNSEL direct 1998-11-01 2004-11-23
THE PROGRAM WORKS, INC. CHAIRMAN direct 1990-11-01 2004-11-29
UNITED AMERICAN SECURITIES, INC. NONE direct 1987-11-01 2004-12-03
UNITED AMERICAN SECURITIES, INC. NONE direct 1988-01-01 2004-12-03
C.E. UNTERBERG, TOWBIN LLC MANAGING DIRECTOR indirect 1989-05-01 2004-12-07
FINANCIAL ADVISORY SERVICE INC PRESIDENT, DIRECTOR SHAREHOLDER direct 1983-02-01 2004-12-15
FINANCIAL DESIGNS CORPORATION VICE PRESIDENT, SECRETARY direct 1981-03-01 2004-12-16
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED LIMITED PARTNERSHIP indirect 1984-05-01 2005-01-04
D.J. ST. GERMAIN CO., INC. VICE PRESIDENT direct 1987-06-01 2005-01-07
D.J. ST. GERMAIN CO., INC. DIRECTOR direct 1988-03-01 2005-01-07
WILEN MANAGEMENT CO INC CORPORATION indirect 1984-07-01 2005-01-21
ANDREW J. SOTER OWNER direct 1988-09-01 2005-01-25
METROPOLITAN LIFE INSURANCE COMPANY SENIOR EXECUTIVE VICE PRESIDENT & CAO direct 1998-03-01 2005-02-01
DFC FINANCIAL GROUP INC PRESIDENT direct 1983-01-01 2005-02-03
WILEN MANAGEMENT CO INC PRESIDENT direct 1984-07-01 2005-02-03
WILEN MANAGEMENT CO INC SECRETARY/TREASURER direct 1984-07-01 2005-02-03
WILEN MANAGEMENT CO INC CHIEF COMPLIANCE OFFICER direct 1984-07-01 2005-02-03
MORSE WILLIAMS & CO. INC. PRESIDENT/CEO direct 1984-05-01 2005-02-11
MORSE WILLIAMS & CO. INC. MANAGING DIRECTOR/PRINCIPAL/COMPLIANCE OFFICER direct 1992-05-01 2005-02-11
MORSE WILLIAMS & CO. INC. MANAGING DIRECTOR/PRINCIPAL direct 1996-12-01 2005-02-11
MORSE WILLIAMS & CO. INC. PORTFOLIO STRATEGIST direct 1986-05-01 2005-02-11
DARTMOUTH CAPITAL ADVISORS, INC. CHIEF COMPLIANCE OFFICER direct 1995-12-01 2005-02-17
FINCH JAMES AUSTIN III PRINCIPAL direct 1994-12-01 2005-02-22
ARTISAN PARTNERS LIMITED PARTNERSHIP LIMITED PARTNER direct 1994-11-01 2005-03-01
AMR INVESTMENT SERVICES, INC VICE PRESIDENT & COMPLIANCE OFFICER direct 1995-07-01 2005-03-01
ASSET MANAGEMENT ADVISORS, LLC EXECUTIVE MANAGER direct 1996-03-01 2005-03-03
ASSET MANAGEMENT ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 1996-03-01 2005-03-10
AMERICAN INVESTMENT SERVICES INC DIRECTOR direct 1989-07-01 2005-03-11
BAXTER FINANCIAL CORPORATION SECRETARY AND CCO direct 1989-04-01 2005-03-17
BOXER LAURA JUDITH OWNER direct 1986-01-01 2005-03-21
SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP. PRESIDENT, DIRECTOR direct 1978-11-01 2005-03-21
ADVISORY ONE, INC. PRESIDENT direct 1993-08-01 2005-03-23
C.E. UNTERBERG, TOWBIN (A CALIFORNIA LIMITED PARTNERSHIP) CHIEF FINANCIAL OFFICER direct 1998-07-01 2005-03-23
KETTLER JAMES ROBERT OWNER direct 1992-10-01 2005-03-25
HAMILTON ADVISORS INC PRESIDENT direct 1981-01-01 2005-03-25
CARDINAL CAPITAL MANAGEMENT INC CHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER direct 1992-01-01 2005-03-28
SPECTRUM CAPITAL MANAGEMENT GENERAL PARTNER direct 1987-01-01 2005-03-28
FAGAN ASSOCIATES INC PRESIDENT direct 1989-08-01 2005-03-28
DOWSE SECURITIES MANAGEMENT CORP PRESIDENT direct 1978-04-01 2005-03-28
BUCKINGHAM CAPITAL MANAGEMENT INC PRESIDENT, CHIEF INVESTMENT OFFICER; DIRECTOR direct 1985-05-01 2005-03-30
BUCKINGHAM CAPITAL MANAGEMENT INC PRESIDENT; CHAIRMAN; DIRECTOR AND SHAREHOLDER indirect 1985-05-01 2005-03-30
BUCKINGHAM CAPITAL MANAGEMENT INC CHAIRMAN direct 1988-08-01 2005-03-30
SYSTEMATIC FINANCIAL MANAGEMENT LP CHIEF OPERATING OFFICER direct 1998-05-01 2005-03-30
REGISTER & AKERS INVESTMENTS, INC. VICE PRESIDENT direct 1997-04-01 2005-03-31
STANLEY D J & CO INC PRESIDENT direct 1976-05-01 2005-03-31
AMERICAN BEACON ADVISORS, INC. VICE PRESIDENT & CHIEF LEGAL OFFICER direct 1995-07-01 2005-03-31
POPULAR SECURITIES, INC. MANAGING DIRECTOR direct 1995-08-01 2005-03-31
OCCAM CAPITAL MANAGEMENT, LLC CHIEF EXECUTIVE OFFICER direct 1998-07-01 2005-03-31
REAL ESTATE RESEARCH CORP CEO direct 1996-12-01 2005-04-08
HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC SHAREHOLDER COMMON A indirect 1988-01-01 2005-05-02
J. BUSH & CO., INCORPORATED DIRECTOR direct 1997-10-01 2005-05-06
J. BUSH & CO., INCORPORATED SHAREHOLDER indirect 1997-10-01 2005-05-06
J. BUSH & CO., INCORPORATED CHAIRMAN, CHIEF EXECUTIVE OFFICER direct 1970-07-01 2005-05-06
MBIA CAPITAL MANAGEMENT CORP. TREASURER AND DIRECTOR direct 1994-01-01 2005-05-13
MBIA CAPITAL MANAGEMENT CORP. CHAIRMAN, DIRECTOR direct 1998-02-01 2005-05-13
FIRST WESTERN ADVISORS FINOPS PRINCIPAL direct 1997-10-01 2005-05-19
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BORTHWICK ASSOCIATES, INC. SECRETARY/TREASURER direct 1982-01-01 2005-05-24
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FERGUSON INVESTMENT CONSULTANTS INC VICE PRESIDENT direct 1988-06-01 2005-06-14
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LEIST ALAN R PLANNING GROUP INC PRESIDENT indirect 1998-09-01 2005-06-20
LEIST ALAN R PLANNING GROUP INC PRESIDENT direct 1998-09-01 2005-06-20
SAUNDERS RETIREMENT ADVISORS, INC. PRESIDENT direct 1993-04-01 2005-06-29
RUNDE $ CO INCORPORATED PRESIDENT direct 1992-11-01 2005-06-30
THE PEACH CORPORATION PRESIDENT direct 1996-01-01 2005-07-21
GALOVICH FINANCIAL PLANNING SERVICES INC COMPLIANCE OFFICER direct 1985-06-01 2005-08-03
JONAS BRITTAIN GLENN INC. PRESIDENT direct 1998-08-01 2005-08-15
HART ADVISERS INC CHAIRMAN/CEO direct 1987-12-01 2005-08-16
HART ADVISERS INC PRESIDENT AND COO direct 1987-12-01 2005-08-16
HART ADVISERS INC EXECUTIVE VICE PRESIDENT direct 1987-12-01 2005-08-16
BILLEAUD CAPITAL MANAGEMENT INC PRESIDENT direct 1991-10-01 2005-09-06
BILLEAUD CAPITAL MANAGEMENT INC PRESIDENT & CHIEF COMPLIANCE OFFICER direct 1991-10-01 2005-09-06
KARK M Z & ASSOCIATES INC 97.5% SHAREHOLDER direct 1989-07-01 2005-09-06
SYSTEMATIC FINANCIAL MANAGEMENT LP CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER direct 1998-05-01 2005-09-07
CHARTER CAPITAL MANAGEMENT, INC. CEO, DIRECTOR, CCO FOR REGISTERED INVESTMENT ADVISORY FIRM ONLY direct 1990-01-01 2005-09-12
CHECK CAPITAL MANAGEMENT INC PRESIDENT direct 1990-01-01 2005-09-15
STEPHENS INC. SHAREHOLDER PREFERRED B indirect 1986-12-01 2005-09-16
STEPHENS INC. SHAREHOLDER COMMON A indirect 1988-01-01 2005-09-16
CAPITAL BUILDERS ADVISORY SERVICES INC DIRECTOR direct 1977-01-01 2005-09-20
CAPITAL BUILDERS ADVISORY SERVICES INC DIRECTOR/CCO/PRESIDENT direct 1977-01-01 2005-09-20
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. OWNER direct 1986-02-01 2005-09-21
ASSET STRATEGY CONSULTANTS LLC PRINCIPAL, CHIEF COMPLIANCE OFFICER direct 1992-07-01 2005-09-30
FRANK RUSSELL CAPITAL INC. GENERAL COUNSEL, SECRETARY direct 1994-11-01 2005-10-14
AMERICAN INSTITUTIONAL REALTY ADVISORS OWNER indirect 1995-05-01 2005-10-14
AMERICAN INSTITUTIONAL REALTY ADVISORS SOLE TRUSTEE indirect 1995-05-01 2005-10-14
REDSTONE CONSULTING LLC LIMITED PARTNER indirect 1998-08-01 2005-10-31
LINSCO/PRIVATE LEDGER CORP. DIRECTOR direct 1989-04-01 2005-11-29
PPS & V ASSET MANAGEMENT CONSULTANTS INC CHIEF COMPLIANCE OFFICER direct 1991-09-01 2005-12-05
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LEIST ALAN R PLANNING GROUP INC PRESIDENT/SECRETARY indirect 1998-09-01 2005-12-08
LEIST ALAN R PLANNING GROUP INC PRESIDENT/SECRETARY direct 1998-09-01 2005-12-08
MUHLENKAMP & CO INC DIRECTOR/PRESIDENT direct 1981-08-01 2005-12-20
MUHLENKAMP & CO INC DIRECTOR direct 1982-07-01 2005-12-20
GREAT LAKES ADVISORS, INC. DIRECTOR direct 1996-10-01 2006-01-05
GREAT LAKES ADVISORS, INC. SHAREHOLDER/DIRECTOR, CHAIRMAN OF THE BOARD direct 1990-05-01 2006-01-05
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JONAS BRITTAIN GLENN INC. PRESIDENT-CHIEF COMPLIANCE OFFICER direct 1998-08-01 2006-01-19
LANCZ ALAN B & ASSOCIATES INC CHIEF COMPLIANCE OFFICER direct 1985-03-01 2006-01-19
LATEEF MANAGEMENT ASSOCIATES GENERAL/LIMITED PARTNER direct 1994-01-01 2006-01-23
LATEEF MANAGEMENT ASSOCIATES GENERAL PARTNER direct 1974-01-01 2006-01-23
MOODY ALDRICH & SULLIVAN LLC MEMBER direct 1992-12-01 2006-01-27
MOODY ALDRICH & SULLIVAN LLC MEMBER direct 1988-06-01 2006-01-27
HARRELL ROBERT INCORPORATED CHIEF EXECUTIVE OFFICER direct 1991-07-01 2006-02-01
HARRELL ROBERT INCORPORATED VICE PRESIDENT, SECRETARY, TREASURER direct 1991-07-01 2006-02-01
AMERICAN INVESTMENT SERVICES INC VICE PRESIDENT direct 1984-03-01 2006-02-01
TREGER & ASSOCIATES LLC PRINCIPAL AND CHIEF COMPLIANCE OFFICER direct 1992-08-01 2006-02-01
TREGER & ASSOCIATES LLC PRINCIPAL direct 1992-08-01 2006-02-01
NVNG INVESTMENTS INC CHIEF COMPLIANCE OFFICER direct 1994-01-01 2006-02-02
REAL ESTATE RESEARCH CORP CEO/CCO direct 1996-12-01 2006-02-08
HUTCHINSON/IFRAH FINANCIAL SERVICES, INC. CHAIRMAN & CEO direct 1988-08-01 2006-02-10
HUTCHINSON/IFRAH FINANCIAL SERVICES, INC. PRESIDENT & COO direct 1990-12-01 2006-02-10
WHITEGATE INVESTMENT COUNSELORS INC SOLE SHAREHOLDER direct 1998-07-01 2006-02-10
PZENA INVESTMENT MANAGEMENT LLC NON-VOTING MEMBER direct 1996-12-01 2006-02-13
RANDALL PAUL MARTIN SOLE PROP direct 1992-12-01 2006-02-17
GALOVICH FINANCIAL PLANNING SERVICES INC CHIEF COMPLIANCE OFFICER direct 1985-06-01 2006-02-21
FINCH JAMES AUSTIN III PRINCIPAL/CHIEF COMPLIANCE OFFICER direct 1994-12-01 2006-02-21
ADVISORY ONE, INC. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1993-08-01 2006-03-01
LEE KRASNER GROUP LTD PRESIDENT/TREASURER, CHIEF COMPLIANCE OFFICER direct 1993-10-01 2006-03-20
MOODY INVESTMENT ADVISORS, INC. PRESIDENT AND COMPLIANCE OFFICER direct 1995-01-01 2006-03-20
DOWSE SECURITIES MANAGEMENT CORP PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1978-04-01 2006-03-20
RUNDE $ CO INCORPORATED VICE PRESIDENT direct 1992-11-01 2006-03-21
RUNDE & CO. LLC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1992-11-01 2006-03-21
VARIABLE ANNUITY LIFE INSURANCE CO PARENT COMPANY indirect 1969-01-01 2006-03-24
SPRING CREEK INVESTMENT ADVISORS, INC. PRESIDENT; CHIEF COMPLIANCE OFFICER direct 1994-10-01 2006-03-27
DFC FINANCIAL GROUP INC PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 1983-01-01 2006-03-28
SPECTRUM CAPITAL MANAGEMENT GENERAL PARTNER/CHIEF COMPLIANCE OFFICER direct 1987-01-01 2006-03-28
HAMILTON ADVISORS INC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1981-01-01 2006-03-28
OCCAM CAPITAL MANAGEMENT, LLC CEO/CCO/CFO/CLO direct 1998-07-01 2006-03-29
POPULAR SECURITIES, INC. PRESIDENT & CEO direct 1995-05-01 2006-03-30
SYSTEMATIC FINANCIAL MANAGEMENT LP CONSULTANT direct 1998-05-01 2006-03-30
HORSLEY BRIDGE PARTNERS, INC. SHAREHOLDER CLASS A & B SHARES direct 1983-03-01 2006-03-31
HORSLEY BRIDGE PARTNERS, INC. SHAREHOLDER CLASS A SHARES direct 1985-03-01 2006-03-31
BOXER LAURA JUDITH OWNER/CHIEF COMPLIANCE OFFICER direct 1986-01-01 2006-03-31
AMR INVESTMENT SERVICES, INC PRESIDENT & DIRECTOR direct 1986-11-01 2006-03-31
SAUNDERS RETIREMENT ADVISORS, INC. PRESIDENT/CCO direct 1993-04-01 2006-03-31
DIBIASE & RUSCETTI ASSOCIATES, INC. TREASURER direct 1994-06-01 2006-03-31
DIBIASE & RUSCETTI ASSOCIATES, INC. PRESIDENT direct 1994-06-01 2006-03-31
AMR INVESTMENT SERVICES, INC VICE PRESIDENT direct 1988-08-01 2006-03-31
FAGAN ASSOCIATES INC PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 1989-08-01 2006-03-31
AMR INVESTMENT SERVICES, INC VICE PRESIDENT direct 1995-05-01 2006-03-31
AMR INVESTMENT SERVICES, INC TREASURER direct 1995-05-01 2006-03-31
CATHOLIC FINANCIAL SERVICES CORP DIRECTOR, VICE PRESIDENT direct 1994-06-01 2006-04-22
HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC SHAREHOLDER COMMON A indirect 1997-01-01 2006-05-15
PRIMEVEST FINANCIAL SERVICES, INC. ASST. SECRETARY direct 1998-04-01 2006-06-21
STEPHENS INC. TRUSTEE indirect 1985-01-01 2006-07-21
STEPHENS INC. SHAREHOLDER COMMON A indirect 1997-01-01 2006-07-21
STEPHENS INC. TRUSTEE indirect 1995-03-01 2006-07-21
STRAND, ATKINSON, WILLIAMS & YORK, INC. PRESIDENT AND CEO, UMPQUA HOLDINGS CORP. direct 1994-06-01 2006-10-02
STRAND, ATKINSON, WILLIAMS & YORK, INC. EVP AND CHIEF FINANCIAL OFFICER, UMPQUA HOLDINGS CORP direct 1997-11-01 2006-10-02
STEPHENS INVESTMENT MANAGEMENT GROUP, LLC SHAREHOLDER COMMON A indirect 1997-01-01 2006-10-05
UVEST FINANCIAL SERVICES GROUP, INC. DIRECTOR direct 1996-03-01 2006-10-16
AMP CAPITAL REDDING INVESTORS (US) LIMITED MEMBER indirect 1998-11-01 2006-11-15
THE MILLER FINANCIAL GROUP, INC. TRUSTEE indirect 1992-04-01 2006-12-19
ORLEANS CAPITAL MANAGEMENT CORP DIRECT OWNER-COMMON direct 1991-11-01 2007-02-02
ORLEANS CAPITAL MANAGEMENT CORP VICE PRESIDENT, DIRECT OWNER-COMMON, & DIRECTOR direct 1994-02-01 2007-02-02
ORLEANS CAPITAL MANAGEMENT CORP DIRECT OWNER-PREFERRED direct 1997-08-01 2007-02-02
ORGANIC CAPITAL MANAGEMENT INC PRESIDENT direct 1998-01-01 2007-02-08
GREAT LAKES ADVISORS, INC. SHAREHOLDER/DIRECTOR/PRESIDENT/TREASURER direct 1990-05-01 2007-02-09
GREAT LAKES ADVISORS, INC. SHAREHOLDER/DIRECTOR/SECRETARY direct 1990-05-01 2007-02-09
GREAT LAKES ADVISORS, INC. SHAREHOLDER/CHAIRMAN EMERITUS direct 1990-05-01 2007-02-09
GREAT LAKES ADVISORS, INC. DIRECTOR direct 1991-04-01 2007-02-09
A. G. EDWARDS & SONS, INC. CHIEF LEGAL OFFICER, SENIOR VICE PRESIDENT direct 1980-06-01 2007-02-16
LATEEF MANAGEMENT ASSOCIATES LIMITED PARTNER direct 1994-01-01 2007-02-27
MAXWELL NOLL INC DIRECTOR direct 1988-07-01 2007-03-01
HART REALTY ADVISERS, INC. MANAGING PARTNER--INVESTMENT TRANSACTIONS direct 1987-12-01 2007-03-02
THE MILLER FINANCIAL GROUP, INC. TRUSTEE indirect 1992-04-01 2007-03-09
ORGANIC CAPITAL MANAGEMENT INC PRESIDENT direct 1998-02-01 2007-03-23
METROPOLITAN LIFE INSURANCE COMPANY DIRECTOR direct 1987-05-01 2007-03-28
METROPOLITAN LIFE INSURANCE COMPANY DIRECTOR direct 1997-04-01 2007-03-28
THE PORTOLA GROUP INC SHAREHOLDER direct 1997-06-01 2007-03-28
METROPOLITAN LIFE INSURANCE COMPANY DIRECTOR direct 1994-09-01 2007-03-28
METROPOLITAN LIFE INSURANCE COMPANY PRESIDENT, INDIVIDUAL BUSINESS direct 1998-03-01 2007-03-28
METROPOLITAN LIFE INSURANCE COMPANY DIRECTOR direct 1975-07-01 2007-03-28
WALL STREET ASSOCIATES SHAREHOLDER direct 1991-05-01 2007-03-30
GARNER ASSET MANAGEMENT COMPANY, LP PRESIDENT direct 1994-07-01 2007-04-02
THE VARIABLE ANNUITY LIFE INSURANCE CO SHAREHOLDER indirect 1969-01-01 2007-04-02
A. G. EDWARDS & SONS, INC. DIRECTOR OF HOLDING COMPANY direct 1983-08-01 2007-04-25
A. G. EDWARDS & SONS, INC. DIRECTOR OF HOLDING COMPANY direct 1993-06-01 2007-04-25
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SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING DIRECTOR AND HEAD TRADER direct 1996-07-01 2007-06-01
SYSTEMATIC FINANCIAL MANAGEMENT LP PRESIDENT AND CHIEF EXECUTIVE OFFICER direct 1996-07-01 2007-06-01
SYSTEMATIC FINANCIAL MANAGEMENT LP CHIEF INVESTMENT OFFICER direct 1996-07-01 2007-06-01
SYSTEMATIC FINANCIAL MANAGEMENT LP MANAGING DIRECTOR AND PORTFOLIO MANAGER direct 1997-03-01 2007-06-01
GARRISON ASSET MANAGEMENT, LLC MINORITY OWNER direct 1994-07-01 2007-06-01
DW HEALTHCARE MANAGEMENT II, LLC. MEMBER indirect 1998-04-01 2007-06-07
AMERICAN CENTURY INVESTMENT MANAGEMENT INC SHAREHOLDER OF CLASS B SHARES indirect 1995-01-01 2007-06-22
AMERICAN CENTURY GLOBAL INVESTMENT MANAGEMENT, INC. SHAREHOLDER OF CLASS B SHARES indirect 1995-01-01 2007-07-03
AMERICAN CENTURY ADVISORY SERVICES, INC. SHAREHOLDER OF CLASS B SHARES indirect 1995-01-01 2007-07-03
MAXWELL NOLL INC SHAREHOLDER direct 1988-07-01 2007-08-22
PZENA INVESTMENT MANAGEMENT LLC NON-VOTING MEMBER direct 1995-12-01 2007-11-06
THCP MANAGEMENT II, L.P. MEMBER indirect 1998-10-01 2008-01-04
D.J. ST. GERMAIN CO., INC. 5% OWNER direct 1982-01-01 2008-01-17
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POPULAR SECURITIES, INC. MANAGING DIRECTOR direct 1995-05-01 2008-02-27
ASSET STRATEGY CONSULTANTS LLC PRINCIPAL direct 1993-07-01 2008-03-04
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO COMMON STOCK SHAREHOLDER direct 1992-01-01 2008-03-27
METROPOLITAN LIFE INSURANCE COMPANY DIRECTOR direct 1996-09-01 2008-04-03
METROPOLITAN LIFE INSURANCE COMPANY DIRECTOR direct 1994-10-01 2008-04-03
DELESSERT FINANCIAL SERVICES INC PRESIDENT, TREASURER AND CLERK direct 1994-04-01 2008-04-17
DUNCAN-WILLIAMS, INC. 100% indirect 1993-06-01 2008-06-02
COMMONWEALTH ADVISORS INC PRESIDENT direct 1991-04-01 2008-06-02
COMMONWEALTH ADVISORS INC CONTROLLING SHAREHOLDER direct 1991-04-01 2008-06-02
ORLEANS CAPITAL MANAGEMENT CORP PRESIDENT & CHAIRMAN, DIRECT OWNER-COMMON & DIRECTOR direct 1991-07-01 2008-06-18
ORLEANS CAPITAL MANAGEMENT CORP VICE PRESIDENT, DIRECT OWNER-COMMON, & DIRECTOR direct 1991-11-01 2008-06-18
ORLEANS CAPITAL MANAGEMENT CORP VICE PRESIDENT, DIRECT OWNER-COMMON & PREFERRED, DIRECTOR direct 1994-02-01 2008-06-18
CLARK FINANCIAL ADVISORS DIRECTOR direct 1983-11-01 2008-07-29
PZENA INVESTMENT MANAGEMENT LLC MINORITY OWNER direct 1995-12-01 2008-11-10
BRAYMEN, LAMBERT AND NOEL SECURITIES, LTD. LIMITED PARTNER indirect 1996-01-01 2009-02-09
DUPREE & COMPANY, INC. SHAREHOLDER, DIRECTOR direct 1991-01-01 2009-02-11
LAFAYETTE INVESTMENTS, INC. SECRETARY/ DIRECTOR direct 1988-05-01 2009-03-17
CALTON & ASSOCIATES, INC. SECRETARY indirect 1989-03-01 2009-03-24
BUSH POLEN & ASSOCIATES INC PRESIDENT direct 1985-06-01 2009-03-26
BRIAUD FINANCIAL PLANNING INC PRESIDENT direct 1992-01-01 2009-03-27
CANTERBURY CONSULTING INCORPORATED ASSISTANT VICE PRESIDENT direct 1995-11-01 2009-05-12
CANTERBURY CONSULTING INCORPORATED VP/ DIRECTOR OF MANAGER SEARCH direct 1996-10-01 2009-05-12
COMMERCE BROKERAGE SERVICES, INC. SECRETARY direct 1996-02-01 2009-06-09
MAHLER & EMERSON INC. DIRECTOR/EXECUTIVE VICE PRESIDENT direct 1996-10-01 2009-06-10
CONCOURSE CAPITAL CORPORATION DIRECTOR direct 1993-07-01 2009-06-10
MAHLER & EMERSON INC. DIRECTOR direct 1998-02-01 2009-06-10
COMMONWEALTH REALTY ADVISORS INC SHAREHOLDER direct 1998-09-01 2009-07-01
COMMONWEALTH REALTY ADVISORS INC SHAREHOLDER indirect 1998-09-01 2009-07-01
BANCORPSOUTH INVESTMENT SERVICES, INC. CORPORATE SECRETARY/REPRESENTATIVE direct 1998-08-01 2009-08-04
PZENA INVESTMENT MANAGEMENT LLC MINORITY OWNER AND MEMBER WITH CLASS B UNITS direct 1995-12-01 2009-09-08
CERTIFIED PLANNERS INC SHAREHOLDER direct 1994-04-01 2009-12-10
D.J. ST. GERMAIN CO., INC. FIVE PERCENT PLUS OWNER direct 1982-01-01 2010-01-05
R.V. KUHNS & ASSOCIATES, INC. TREASURER direct 1986-01-01 2010-03-05
WEALTH MANAGEMENT INTERNATIONAL, LTD. CORPORATE SECRETARY direct 1997-09-01 2010-03-11
MISSOURI VALLEY PARTNERS, INC. SHAREHOLDER OF CLASS A CONV. ADJ. RATE PFD. AND CLASS B NON-CONV. ADJ. RATE PFD. indirect 1985-10-01 2010-03-25
KARK M Z & ASSOCIATES INC 99% SHAREHOLDER indirect 1993-09-01 2010-03-25
KARK M Z & ASSOCIATES INC 1% SHAREHOLDER indirect 1993-09-01 2010-03-25
KARK M Z & ASSOCIATES INC 92.3% SHAREHOLDER direct 1989-07-01 2010-03-25
INVESTMENT SCIENCES INC SHAREHOLDER direct 1969-12-01 2010-03-26
FFR ADVISORY LLC MEMBER direct 1997-01-01 2010-03-31
HORSLEY BRIDGE PARTNERS LLC MEMBER direct 1997-03-01 2010-03-31
WHITNELL & CO SHAREHOLDER direct 1990-05-01 2010-03-31
STANFORD ADVISORY GROUP, LLC MANAGING MEMBER direct 1992-10-01 2010-05-11
INVESTMENT PROFESSIONALS, INC. DIRECT OWNER direct 1995-05-01 2010-06-18
BAILARD BIEHL & KAISER INC SHAREHOLDER indirect 1972-03-01 2010-06-29
CHARTER CAPITAL MANAGEMENT, INC. CEO, DIRECTOR, CHIEF COMPLIANCE OFFICER FOR REGISTERED INVESTMENT ADVISORY FIRM ONLY direct 1990-01-01 2010-07-27
ALEX. BROWN REALTY, INC. SHAREHOLDER indirect 1992-03-01 2010-08-27
UNITED AMERICAN SECURITIES, INC. SHAREHOLDER direct 1988-01-01 2010-09-30
AMERICAN INSTITUTIONAL REALTY ADVISORS OWNER direct 1995-05-01 2010-10-22
AMERICAN REALTY ADVISORS OWNER indirect 1995-05-01 2010-10-22
AMERICAN REALTY ADVISORS SOLE TRUSTEE indirect 1995-05-01 2010-10-22
JHS CAPITAL ADVISORS, INC. OWNER indirect 1997-05-01 2011-02-01
SCOTT INVESTMENT ADVISORS LIMITED PARTNERSHIP GENERAL PARTNER indirect 1997-08-01 2011-03-23
PARNASSUS INVESTMENTS OWNER direct 1998-04-01 2011-03-31
FINANCIAL SYNERGIES ASSET MANAGEMENT INC PRESIDENT direct 1997-04-01 2011-04-06
WS CAPITAL MANAGEMENT, L.P. LIMITED PARTNER direct 1997-01-01 2011-04-13
CLARK FINANCIAL SERVICES GROUP INC CHAIRMAN OF THE BOARD direct 1987-01-01 2011-05-02
LAFAYETTE INVESTMENTS, INC. SHAREHOLDER / DIRECTOR direct 1988-05-01 2011-05-06
VAN BERKOM AND ASSOCIATES INC. HOLDING COMPANY direct 1991-07-01 2011-06-29
CS CAPITAL MANAGEMENT INC PRESIDENT direct 1993-12-01 2011-07-18
CHARTER CAPITAL MANAGEMENT, INC. CEO, DIRECTOR direct 1990-01-01 2011-07-29
VAN BERKOM AND ASSOCIATES INC. SECRETARY direct 1991-07-01 2011-08-02
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LEWIS & MATHEWS INVESTMENT MANAGEMENT, INC. PRESIDENT direct 1990-05-01 2012-01-06
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KMH WEALTH MANAGEMENT, LLC OWNER direct 1998-02-01 2012-03-21
HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC SHAREHOLDER COMMON A indirect 1997-01-01 2012-03-28
LAFAYETTE INVESTMENTS, INC. SHAREHOLDER direct 1988-05-01 2012-03-28
FINANCIAL DESIGNS CORPORATION VICE PRESIDENT, SECRETARY, TRUSTEE OF THE 2002 BILECKI FAMILY TRUST DATED 8-27-02 direct 1981-03-01 2012-06-18
MOLUMPHY CAPITAL MANAGEMENT PRESIDENT direct 1988-09-01 2012-06-22
GURUN, INC. PRESIDENT / CHIEF COMPLIANCE OFFICER direct 1986-03-01 2012-08-29
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FTA PARTNERS, LLC MANAGER (COMMON UNITS) indirect 1997-09-01 2013-09-10
FTA PARTNERS, LLC TRUSTEE, PATRICIA'S TRUST UNDER THE KOCOUREK FAMILY TRUST DATED DECEMBER 31, 1994 (COMMON UNITS) indirect 1994-12-01 2013-09-10
WALL STREET ASSOCIATES SHAREHOLDER indirect 1991-05-01 2013-09-24
BOULDER INVESTMENT ADVISERS LLC TRUSTEE indirect 1994-11-01 2013-10-01
ROXBURY CAPITAL MANAGEMENT LLC SHAREHOLDER indirect 1998-07-01 2013-12-18
LATEEF MANAGEMENT ASSOCIATES LIMITED PARTNER direct 1974-01-01 2014-03-12
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HMS ADVISER LP SHAREHOLDER indirect 1989-12-01 2014-03-31
GENEVA CAPITAL MANAGEMENT LTD WILLIAM A. PRIEBE AND LINDA J. PRIEBE, TRUSTEES direct 1998-04-01 2014-04-16
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO COMMON STOCK SHAREHOLDER direct 1996-10-01 2014-05-13
INGENIOUS ASSET MANAGEMENT LIMITED SHAREHOLDER indirect 1998-06-01 2014-06-27
HART REALTY ADVISERS, INC. SENIOR MANAGING PARTNER direct 1987-12-01 2014-09-05
ROXBURY CAPITAL MANAGEMENT LLC COMMON SHAREHOLDER direct 1998-07-01 2014-12-01
WHITEGATE INVESTMENT COUNSELORS INC MAJORITY SHAREHOLDER direct 1998-07-01 2015-02-20
TRIUMPH ALTERNATIVES LLC CO-TRUSTEE OF LORRAYNE ROSE ZEMAN TRUST indirect 1993-01-01 2015-03-26
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HART REALTY ADVISERS, INC. CHAIRMAN direct 1987-12-01 2015-03-31
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED SHAREHOLDER direct 1975-06-01 2015-03-31
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RAHN DAVID R & ASSOCIATES INC SHAREHOLDER direct 1993-02-01 2016-03-08
FRIEDMAN FLEISCHER & LOWE, LLC MEMBER indirect 1997-03-01 2016-03-30
FRIEDMAN FLEISCHER & LOWE, LLC MEMBER direct 1997-04-01 2016-03-30
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SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC. SHAREHOLDER indirect 1982-11-01 2016-12-01
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PPS & V ASSET MANAGEMENT CONSULTANTS INC OFFICER direct 1992-01-01 2017-02-27
AUTUMN GLORY PARTNERS, LLC TRUSTEE indirect 1998-01-01 2017-05-17
WALLACE R. WEITZ & COMPANY DIRECTOR direct 1983-03-01 2017-07-31
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FERRER, ANDREW, KERR MANAGING DIRECTOR OF GASC 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, L.P. MANAGING DIRECTOR OF GASC direct 2019-01-01
MUNZIG, PETER, GROSVENOR MANAGING DIRECTOR OF GASC 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, L.P. MANAGING DIRECTOR OF GASC direct 2019-01-01
DENNING, STEVEN, AARON SHAREHOLDER OF GASC HOLDINGS, INC GASC HOLDINGS, INC 12/01/2005 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE CORPORATION SHAREHOLDER; DIRECTOR; PRESIDENT direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR AND CHAIRMAN OF GASC AND GA LLC direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR; CHAIRMAN direct 1993-11-01
GENERAL ATLANTIC SERVICE CORPORATION SHAREHOLDER; DIRECTOR; CHAIRMAN direct 1993-11-01
GENERAL ATLANTIC SERVICE CORPORATION MEMBER; DIRECTOR; CHAIRMAN direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2002-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC SHAREHOLDER OF GASC HOLDINGS, INC indirect 2005-12-01
EACHWIN CAPITAL, LP FINANCIAL PARTNER direct 2012-11-01
HODGSON, DAVID, CHARLES SHAREHOLDER OF GASC HOLDINGS, INC GASC HOLDINGS, INC 12/01/2005 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE CORPORATION SHAREHOLDER; DIRECTOR; VICE PRESIDENT AND SECRETARY direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR; VICE PRESIDENT AND SECRETARY direct 1993-11-01
GENERAL ATLANTIC SERVICE CORPORATION MEMBER; DIRECTOR; VICE PRESIDENT AND SECRETARY direct 1993-11-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2002-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC SHAREHOLDER OF GASC HOLDINGS, INC indirect 2005-12-01
FORD, WILLIAM, EDWARD MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER GASC MPG, LLC 01/01/2002 Indirect Other
Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER OF GASC indirect 2002-01-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER OF GASC AND GA LLC direct 2005-02-01
GENERAL ATLANTIC SERVICE CORPORATION DIRECTOR; PRESIDENT direct 2005-02-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR; CHIEF EXECUTIVE OFFICER direct 2005-02-01
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 2005-02-01
GENERAL ATLANTIC SERVICE CORPORATION MEMBER; PRESIDENT direct 2005-02-01
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Fund Name Position direct/indirect start date end date
GENERAL ATLANTIC SERVICE COMPANY, LLC DIRECTOR OF GAP BERMUDA direct 2006-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR direct 2006-10-01
GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC direct 2006-10-01
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GENERAL ATLANTIC SERVICE COMPANY, LLC MANAGING DIRECTOR OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA direct 2012-12-01
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Fund Name Position direct/indirect