GIBSON CAPITAL, LLC

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Gibson Capital is based out of Wexford. Gibson Capital is a large advisory firm with 197 clients and discretionary assets under management (AUM) of $2,257,765,886 (Form ADV from 2022-03-23). Their last reported 13F filing for Q3 2022 included $315,595,000 in managed 13F securities and a top 10 holdings concentration of 94.87%. Gibson Capital's largest holding is VANGUARD TOTAL STOCK MARKET INDEX FUND-ETF Shares with shares held of 960,641. Gibson Capital has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 66 13F filings The firm last filed a Form D notice of exempt offering of securities on 2016-01-27. The notice included securities offered of Equity

09/30/2022

13F Activity

  • Market Value $315.595 Million
  • Prior Market Value $337.657 Million
  • New Purchases1 stock
  • Additional Purchases11 stocks
  • Sold out of1 stock
  • Reduced holdings in7 stocks
  • Top 10 Holdings % 94.87 %
  • Turnover % [1]:4.44%
  • Turnover Alt % [2]: 0.54 %
  • Time Held Top20:26.25 quarters
  • Time Held Top10:24.20 quarters
  • Time Held All:23.27 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.

09/30/2022

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-11-14

Performance for Q3 2022: -9.53%
Performance Last 4 Quarters: -8.1%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

GIBSON CAPITAL, LLC
6600 BROOKTREE COURT SUITE 2200
WEXFORD PA    15090
Country: United States

Business Phone: 724-934-3200
Fax: 724-934-3201
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: PA
Number of employees: 15
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 197
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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Form D Filings

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

Form D Filings
Filing Date Form Type Industry Group Securities Offered Total Offering Amount Total Amount Sold Total Remaining
2016-01-27 D INVESTING Equity 115,452 0 115,452
Other Issuers in Filings
Name Address
No Other Issuers
Related Parties included in filings
Name Address Relationship
BRENDA S GIBSON subscription required
    EXECUTIVE OFFICER DIRECTOR
ROGER C GIBSON subscription required
    EXECUTIVE OFFICER DIRECTOR
KEITH R GOLDNER subscription required
    EXECUTIVE OFFICER

GIBSON CAPITAL, LLC

ownership team - last updated 2022-03-23
Name Title Start Date Direct/Indirect % Ownership
GOLDNER, KEITH, RUSSELL SENIOR ADVISOR 09/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL, LLC SENIOR ADVISOR direct 2013-09-01
GIBSON CAPITAL MANAGEMENT LTD MEMBER 10/01/2008 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL, LLC MEMBER direct 2008-10-01
BERCZIK, DANIEL, GEORGE CHIEF COMPLIANCE OFFICER 09/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2014-09-01
SIDONI, CHRISTOPHER, JON CHIEF INVESTMENT OFFICER 01/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL, LLC CHIEF INVESTMENT OFFICER direct 2016-01-01
HILEMAN, CHAD, EVERETT DIRECTOR OF INVESTMENT RESEARCH 05/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL, LLC DIRECTOR OF INVESTMENT RESEARCH direct 2017-05-01
Christine, DeMao, Taylor CHIEF OPERATING OFFICER 05/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL, LLC CHIEF OPERATING OFFICER direct 2017-05-01
GIBSON, ROGER, CASS FOUNDING PARTNER 01/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL MANAGEMENT LTD CHIEF INVESTMENT OFFICER direct 1989-06-01
GIBSON CAPITAL, LLC VICE PRESIDENT indirect 1989-06-01
GIBSON CAPITAL, LLC CO-CHAIRMAN direct 2016-01-01
GIBSON CAPITAL MANAGEMENT LTD PRESIDENT direct 1989-06-01 2005-02-22
GIBSON CAPITAL, LLC CHIEF INVESTMENT OFFICER indirect 1989-06-01 2010-03-15
GIBSON CAPITAL, LLC MEMBER OF MANAGEMENT COMMITTEE/CHIEF INVESTMENT OFFICER direct 2008-10-01 2016-01-04
GIBSON, BRENDA, SUE CHIEF EXECUTIVE OFFICER GIBSON CAPITAL MANAGEMENT LTD. 01/01/2014 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL MANAGEMENT LTD CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER direct 1999-01-01
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER direct 2008-10-01
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER indirect 2014-01-01
GIBSON CAPITAL MANAGEMENT LTD VICE PRESIDENT direct 1999-01-01 2004-03-12
GIBSON CAPITAL MANAGEMENT LTD VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1999-01-01 2005-02-22
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER indirect 1999-01-01 2010-02-03
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER indirect 1999-01-01 2014-03-25
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER direct 2008-10-01 2014-09-22
GIBSON, ROGER, CASS VICE PRESIDENT GIBSON CAPITAL MANAGEMENT LTD. 06/01/1989 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL MANAGEMENT LTD CHIEF INVESTMENT OFFICER direct 1989-06-01
GIBSON CAPITAL, LLC VICE PRESIDENT indirect 1989-06-01
GIBSON CAPITAL, LLC CO-CHAIRMAN direct 2016-01-01
GIBSON CAPITAL MANAGEMENT LTD PRESIDENT direct 1989-06-01 2005-02-22
GIBSON CAPITAL, LLC CHIEF INVESTMENT OFFICER indirect 1989-06-01 2010-03-15
GIBSON CAPITAL, LLC MEMBER OF MANAGEMENT COMMITTEE/CHIEF INVESTMENT OFFICER direct 2008-10-01 2016-01-04

GIBSON CAPITAL, LLC

ownership team - last updated 2021-03-30
Name Title Start Date Direct/Indirect % Ownership
GOLDNER, KEITH, RUSSELL SENIOR ADVISOR 09/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL, LLC SENIOR ADVISOR direct 2013-09-01
GIBSON CAPITAL MANAGEMENT LTD MEMBER 10/01/2008 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL, LLC MEMBER direct 2008-10-01
BERCZIK, DANIEL, GEORGE CHIEF COMPLIANCE OFFICER 09/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2014-09-01
GIBSON, BRENDA, SUE ADVISING PARTNER 01/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL MANAGEMENT LTD CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER direct 1999-01-01
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER direct 2008-10-01
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER indirect 2014-01-01
GIBSON CAPITAL MANAGEMENT LTD VICE PRESIDENT direct 1999-01-01 2004-03-12
GIBSON CAPITAL MANAGEMENT LTD VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1999-01-01 2005-02-22
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER indirect 1999-01-01 2010-02-03
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER indirect 1999-01-01 2014-03-25
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER direct 2008-10-01 2014-09-22
SIDONI, CHRISTOPHER, JON CHIEF INVESTMENT OFFICER 01/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL, LLC CHIEF INVESTMENT OFFICER direct 2016-01-01
HILEMAN, CHAD, EVERETT DIRECTOR OF INVESTMENT RESEARCH 05/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL, LLC DIRECTOR OF INVESTMENT RESEARCH direct 2017-05-01
Christine, DeMao, Taylor CHIEF OPERATING OFFICER 05/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL, LLC CHIEF OPERATING OFFICER direct 2017-05-01
GIBSON, ROGER, CASS FOUNDING PARTNER 01/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL MANAGEMENT LTD CHIEF INVESTMENT OFFICER direct 1989-06-01
GIBSON CAPITAL, LLC VICE PRESIDENT indirect 1989-06-01
GIBSON CAPITAL, LLC CO-CHAIRMAN direct 2016-01-01
GIBSON CAPITAL MANAGEMENT LTD PRESIDENT direct 1989-06-01 2005-02-22
GIBSON CAPITAL, LLC CHIEF INVESTMENT OFFICER indirect 1989-06-01 2010-03-15
GIBSON CAPITAL, LLC MEMBER OF MANAGEMENT COMMITTEE/CHIEF INVESTMENT OFFICER direct 2008-10-01 2016-01-04
GIBSON, BRENDA, SUE CHIEF EXECUTIVE OFFICER GIBSON CAPITAL MANAGEMENT LTD. 01/01/2014 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL MANAGEMENT LTD CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER direct 1999-01-01
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER direct 2008-10-01
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER indirect 2014-01-01
GIBSON CAPITAL MANAGEMENT LTD VICE PRESIDENT direct 1999-01-01 2004-03-12
GIBSON CAPITAL MANAGEMENT LTD VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1999-01-01 2005-02-22
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER indirect 1999-01-01 2010-02-03
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER indirect 1999-01-01 2014-03-25
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER direct 2008-10-01 2014-09-22
GIBSON, ROGER, CASS VICE PRESIDENT GIBSON CAPITAL MANAGEMENT LTD. 06/01/1989 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL MANAGEMENT LTD CHIEF INVESTMENT OFFICER direct 1989-06-01
GIBSON CAPITAL, LLC VICE PRESIDENT indirect 1989-06-01
GIBSON CAPITAL, LLC CO-CHAIRMAN direct 2016-01-01
GIBSON CAPITAL MANAGEMENT LTD PRESIDENT direct 1989-06-01 2005-02-22
GIBSON CAPITAL, LLC CHIEF INVESTMENT OFFICER indirect 1989-06-01 2010-03-15
GIBSON CAPITAL, LLC MEMBER OF MANAGEMENT COMMITTEE/CHIEF INVESTMENT OFFICER direct 2008-10-01 2016-01-04

GIBSON CAPITAL, LLC

ownership team - last updated 2020-06-26
Name Title Start Date Direct/Indirect % Ownership
GOLDNER, KEITH, RUSSELL SENIOR ADVISOR 09/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL, LLC SENIOR ADVISOR direct 2013-09-01
GIBSON CAPITAL MANAGEMENT LTD MEMBER 10/01/2008 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL, LLC MEMBER direct 2008-10-01
BERCZIK, DANIEL, GEORGE CHIEF COMPLIANCE OFFICER 09/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2014-09-01
GIBSON, BRENDA, SUE CHIEF EXECUTIVE OFFICER 10/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL MANAGEMENT LTD CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER direct 1999-01-01
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER direct 2008-10-01
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER indirect 2014-01-01
GIBSON CAPITAL MANAGEMENT LTD VICE PRESIDENT direct 1999-01-01 2004-03-12
GIBSON CAPITAL MANAGEMENT LTD VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1999-01-01 2005-02-22
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER indirect 1999-01-01 2010-02-03
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER indirect 1999-01-01 2014-03-25
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER direct 2008-10-01 2014-09-22
SIDONI, CHRISTOPHER, JON CHIEF INVESTMENT OFFICER 01/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL, LLC CHIEF INVESTMENT OFFICER direct 2016-01-01
HILEMAN, CHAD, EVERETT DIRECTOR OF INVESTMENT RESEARCH 05/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL, LLC DIRECTOR OF INVESTMENT RESEARCH direct 2017-05-01
Christine, DeMao, Taylor CHIEF OPERATING OFFICER 05/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL, LLC CHIEF OPERATING OFFICER direct 2017-05-01
GIBSON, ROGER, CASS CO-CHAIRMAN 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL MANAGEMENT LTD CHIEF INVESTMENT OFFICER direct 1989-06-01
GIBSON CAPITAL, LLC VICE PRESIDENT indirect 1989-06-01
GIBSON CAPITAL, LLC CO-CHAIRMAN direct 2016-01-01
GIBSON CAPITAL MANAGEMENT LTD PRESIDENT direct 1989-06-01 2005-02-22
GIBSON CAPITAL, LLC CHIEF INVESTMENT OFFICER indirect 1989-06-01 2010-03-15
GIBSON CAPITAL, LLC MEMBER OF MANAGEMENT COMMITTEE/CHIEF INVESTMENT OFFICER direct 2008-10-01 2016-01-04
GIBSON, BRENDA, SUE CHIEF EXECUTIVE OFFICER GIBSON CAPITAL MANAGEMENT LTD. 01/01/2014 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL MANAGEMENT LTD CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER direct 1999-01-01
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER direct 2008-10-01
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER indirect 2014-01-01
GIBSON CAPITAL MANAGEMENT LTD VICE PRESIDENT direct 1999-01-01 2004-03-12
GIBSON CAPITAL MANAGEMENT LTD VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1999-01-01 2005-02-22
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER indirect 1999-01-01 2010-02-03
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER indirect 1999-01-01 2014-03-25
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER direct 2008-10-01 2014-09-22
GIBSON, ROGER, CASS VICE PRESIDENT GIBSON CAPITAL MANAGEMENT LTD. 06/01/1989 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL MANAGEMENT LTD CHIEF INVESTMENT OFFICER direct 1989-06-01
GIBSON CAPITAL, LLC VICE PRESIDENT indirect 1989-06-01
GIBSON CAPITAL, LLC CO-CHAIRMAN direct 2016-01-01
GIBSON CAPITAL MANAGEMENT LTD PRESIDENT direct 1989-06-01 2005-02-22
GIBSON CAPITAL, LLC CHIEF INVESTMENT OFFICER indirect 1989-06-01 2010-03-15
GIBSON CAPITAL, LLC MEMBER OF MANAGEMENT COMMITTEE/CHIEF INVESTMENT OFFICER direct 2008-10-01 2016-01-04

GIBSON CAPITAL, LLC

ownership team - last updated 2020-03-31
Name Title Start Date Direct/Indirect % Ownership

GIBSON CAPITAL, LLC

ownership team - last updated 2019-06-04
Name Title Start Date Direct/Indirect % Ownership
GOLDNER, KEITH, RUSSELL SENIOR ADVISOR 09/01/2013 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL, LLC SENIOR ADVISOR direct 2013-09-01
GIBSON CAPITAL MANAGEMENT LTD MEMBER 10/01/2008 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL, LLC MEMBER direct 2008-10-01
BERCZIK, DANIEL, GEORGE CHIEF COMPLIANCE OFFICER 09/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2014-09-01
GIBSON, BRENDA, SUE CHIEF EXECUTIVE OFFICER 10/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL MANAGEMENT LTD CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER direct 1999-01-01
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER direct 2008-10-01
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER indirect 2014-01-01
GIBSON CAPITAL MANAGEMENT LTD VICE PRESIDENT direct 1999-01-01 2004-03-12
GIBSON CAPITAL MANAGEMENT LTD VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1999-01-01 2005-02-22
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER indirect 1999-01-01 2010-02-03
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER indirect 1999-01-01 2014-03-25
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER direct 2008-10-01 2014-09-22
SIDONI, CHRISTOPHER, JON CHIEF INVESTMENT OFFICER 01/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL, LLC CHIEF INVESTMENT OFFICER direct 2016-01-01
HILEMAN, CHAD, EVERETT DIRECTOR OF INVESTMENT RESEARCH 05/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL, LLC DIRECTOR OF INVESTMENT RESEARCH direct 2017-05-01
Christine, DeMao, Taylor CHIEF OPERATING OFFICER 05/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL, LLC CHIEF OPERATING OFFICER direct 2017-05-01
GIBSON, ROGER, CASS CO-CHAIRMAN 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL MANAGEMENT LTD CHIEF INVESTMENT OFFICER direct 1989-06-01
GIBSON CAPITAL, LLC VICE PRESIDENT indirect 1989-06-01
GIBSON CAPITAL, LLC CO-CHAIRMAN direct 2016-01-01
GIBSON CAPITAL MANAGEMENT LTD PRESIDENT direct 1989-06-01 2005-02-22
GIBSON CAPITAL, LLC CHIEF INVESTMENT OFFICER indirect 1989-06-01 2010-03-15
GIBSON CAPITAL, LLC MEMBER OF MANAGEMENT COMMITTEE/CHIEF INVESTMENT OFFICER direct 2008-10-01 2016-01-04
GIBSON, BRENDA, SUE CHIEF EXECUTIVE OFFICER GIBSON CAPITAL MANAGEMENT LTD. 01/01/2014 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL MANAGEMENT LTD CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER direct 1999-01-01
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER direct 2008-10-01
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER indirect 2014-01-01
GIBSON CAPITAL MANAGEMENT LTD VICE PRESIDENT direct 1999-01-01 2004-03-12
GIBSON CAPITAL MANAGEMENT LTD VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1999-01-01 2005-02-22
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER indirect 1999-01-01 2010-02-03
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER indirect 1999-01-01 2014-03-25
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER direct 2008-10-01 2014-09-22
GIBSON, ROGER, CASS VICE PRESIDENT GIBSON CAPITAL MANAGEMENT LTD. 06/01/1989 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL MANAGEMENT LTD CHIEF INVESTMENT OFFICER direct 1989-06-01
GIBSON CAPITAL, LLC VICE PRESIDENT indirect 1989-06-01
GIBSON CAPITAL, LLC CO-CHAIRMAN direct 2016-01-01
GIBSON CAPITAL MANAGEMENT LTD PRESIDENT direct 1989-06-01 2005-02-22
GIBSON CAPITAL, LLC CHIEF INVESTMENT OFFICER indirect 1989-06-01 2010-03-15
GIBSON CAPITAL, LLC MEMBER OF MANAGEMENT COMMITTEE/CHIEF INVESTMENT OFFICER direct 2008-10-01 2016-01-04

GIBSON CAPITAL, LLC

ownership team - last updated 2019-03-27
Name Title Start Date Direct/Indirect % Ownership
GOLDNER, KEITH, RUSSELL SENIOR ADVISOR 09/01/2013 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL, LLC SENIOR ADVISOR direct 2013-09-01
GIBSON CAPITAL MANAGEMENT LTD MEMBER 10/01/2008 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL, LLC MEMBER direct 2008-10-01
BERCZIK, DANIEL, GEORGE CHIEF COMPLIANCE OFFICER 09/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2014-09-01
GIBSON, BRENDA, SUE CHIEF EXECUTIVE OFFICER 10/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL MANAGEMENT LTD CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER direct 1999-01-01
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER direct 2008-10-01
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER indirect 2014-01-01
GIBSON CAPITAL MANAGEMENT LTD VICE PRESIDENT direct 1999-01-01 2004-03-12
GIBSON CAPITAL MANAGEMENT LTD VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1999-01-01 2005-02-22
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER indirect 1999-01-01 2010-02-03
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER indirect 1999-01-01 2014-03-25
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER direct 2008-10-01 2014-09-22
SIDONI, CHRISTOPHER, JON CHIEF INVESTMENT OFFICER 01/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL, LLC CHIEF INVESTMENT OFFICER direct 2016-01-01
HILEMAN, CHAD, EVERETT DIRECTOR OF INVESTMENT RESEARCH 05/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL, LLC DIRECTOR OF INVESTMENT RESEARCH direct 2017-05-01
Christine, DeMao, Taylor CHIEF OPERATING OFFICER 05/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL, LLC CHIEF OPERATING OFFICER direct 2017-05-01
GIBSON, ROGER, CASS CO-CHAIRMAN 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL MANAGEMENT LTD CHIEF INVESTMENT OFFICER direct 1989-06-01
GIBSON CAPITAL, LLC VICE PRESIDENT indirect 1989-06-01
GIBSON CAPITAL, LLC CO-CHAIRMAN direct 2016-01-01
GIBSON CAPITAL MANAGEMENT LTD PRESIDENT direct 1989-06-01 2005-02-22
GIBSON CAPITAL, LLC CHIEF INVESTMENT OFFICER indirect 1989-06-01 2010-03-15
GIBSON CAPITAL, LLC MEMBER OF MANAGEMENT COMMITTEE/CHIEF INVESTMENT OFFICER direct 2008-10-01 2016-01-04
GIBSON, BRENDA, SUE CHIEF EXECUTIVE OFFICER GIBSON CAPITAL MANAGEMENT LTD. 01/01/2014 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL MANAGEMENT LTD CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER direct 1999-01-01
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER direct 2008-10-01
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER indirect 2014-01-01
GIBSON CAPITAL MANAGEMENT LTD VICE PRESIDENT direct 1999-01-01 2004-03-12
GIBSON CAPITAL MANAGEMENT LTD VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1999-01-01 2005-02-22
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER indirect 1999-01-01 2010-02-03
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER indirect 1999-01-01 2014-03-25
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER direct 2008-10-01 2014-09-22
GIBSON, ROGER, CASS VICE PRESIDENT GIBSON CAPITAL MANAGEMENT LTD. 06/01/1989 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL MANAGEMENT LTD CHIEF INVESTMENT OFFICER direct 1989-06-01
GIBSON CAPITAL, LLC VICE PRESIDENT indirect 1989-06-01
GIBSON CAPITAL, LLC CO-CHAIRMAN direct 2016-01-01
GIBSON CAPITAL MANAGEMENT LTD PRESIDENT direct 1989-06-01 2005-02-22
GIBSON CAPITAL, LLC CHIEF INVESTMENT OFFICER indirect 1989-06-01 2010-03-15
GIBSON CAPITAL, LLC MEMBER OF MANAGEMENT COMMITTEE/CHIEF INVESTMENT OFFICER direct 2008-10-01 2016-01-04

GIBSON CAPITAL, LLC

ownership team - last updated 2017-03-28
Name Title Start Date Direct/Indirect % Ownership
GOLDNER, KEITH, RUSSELL SENIOR ADVISOR 09/01/2013 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL, LLC SENIOR ADVISOR direct 2013-09-01
GIBSON CAPITAL MANAGEMENT LTD MEMBER 10/01/2008 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL, LLC MEMBER direct 2008-10-01
BERCZIK, DANIEL, GEORGE CHIEF COMPLIANCE OFFICER 09/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2014-09-01
GIBSON, BRENDA, SUE CHIEF EXECUTIVE OFFICER 10/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL MANAGEMENT LTD CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER direct 1999-01-01
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER direct 2008-10-01
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER indirect 2014-01-01
GIBSON CAPITAL MANAGEMENT LTD VICE PRESIDENT direct 1999-01-01 2004-03-12
GIBSON CAPITAL MANAGEMENT LTD VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1999-01-01 2005-02-22
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER indirect 1999-01-01 2010-02-03
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER indirect 1999-01-01 2014-03-25
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER direct 2008-10-01 2014-09-22
SIDONI, CHRISTOPHER, JON CHIEF INVESTMENT OFFICER 01/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL, LLC CHIEF INVESTMENT OFFICER direct 2016-01-01
GIBSON, ROGER, CASS CO-CHAIRMAN 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL MANAGEMENT LTD CHIEF INVESTMENT OFFICER direct 1989-06-01
GIBSON CAPITAL, LLC VICE PRESIDENT indirect 1989-06-01
GIBSON CAPITAL, LLC CO-CHAIRMAN direct 2016-01-01
GIBSON CAPITAL MANAGEMENT LTD PRESIDENT direct 1989-06-01 2005-02-22
GIBSON CAPITAL, LLC CHIEF INVESTMENT OFFICER indirect 1989-06-01 2010-03-15
GIBSON CAPITAL, LLC MEMBER OF MANAGEMENT COMMITTEE/CHIEF INVESTMENT OFFICER direct 2008-10-01 2016-01-04
GIBSON, BRENDA, SUE CHIEF EXECUTIVE OFFICER GIBSON CAPITAL MANAGEMENT LTD. 01/01/2014 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL MANAGEMENT LTD CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER direct 1999-01-01
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER direct 2008-10-01
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER indirect 2014-01-01
GIBSON CAPITAL MANAGEMENT LTD VICE PRESIDENT direct 1999-01-01 2004-03-12
GIBSON CAPITAL MANAGEMENT LTD VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1999-01-01 2005-02-22
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER indirect 1999-01-01 2010-02-03
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER indirect 1999-01-01 2014-03-25
GIBSON CAPITAL, LLC CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER direct 2008-10-01 2014-09-22
GIBSON, ROGER, CASS VICE PRESIDENT GIBSON CAPITAL MANAGEMENT LTD. 06/01/1989 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
GIBSON CAPITAL MANAGEMENT LTD CHIEF INVESTMENT OFFICER direct 1989-06-01
GIBSON CAPITAL, LLC VICE PRESIDENT indirect 1989-06-01
GIBSON CAPITAL, LLC CO-CHAIRMAN direct 2016-01-01
GIBSON CAPITAL MANAGEMENT LTD PRESIDENT direct 1989-06-01 2005-02-22
GIBSON CAPITAL, LLC CHIEF INVESTMENT OFFICER indirect 1989-06-01 2010-03-15
GIBSON CAPITAL, LLC MEMBER OF MANAGEMENT COMMITTEE/CHIEF INVESTMENT OFFICER direct 2008-10-01 2016-01-04

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