MCKINLEY CAPITAL MANAGEMENT LLC /DELAWARE

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Mckinley Capital Management LLC /delaware is based out of Anchorage. Mckinley Capital Management LLC /delaware is a large advisory firm with 332 clients and discretionary assets under management (AUM) of $3,805,759,373 (Form ADV from 2018-12-01). Their last reported 13F filing for Q2 2020 included $1,467,134,000 in managed 13F securities and a top 10 holdings concentration of 30.83%. Mckinley Capital Management LLC /delaware's largest holding is Microsoft Corp. with shares held of 403,930. Mckinley Capital Management LLC /delaware has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 88 13F filings The firm last filed a Form D notice of exempt offering of securities on 2019-01-04. The notice included securities offered of Equity

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06/30/2020

13F Activity

  • Market Value $1.467 Billion
  • Prior Market Value $1.244 Billion
  • New Purchases21 stocks
  • Additional Purchases39 stocks
  • Sold out of19 stocks
  • Reduced holdings in106 stocks
  • Top 10 Holdings % 30.83 %
  • Turnover % [1]:21.28%
  • Turnover Alt % [2]: 15.53 %
  • Time Held Top20:5.45 quarters
  • Time Held Top10:4.50 quarters
  • Time Held All:12.31 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.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

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

Performance for Q1 2020: 32.8%
Performance Last 4 Quarters: 7.09%
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

MCKINLEY CAPITAL MANAGEMENT, LLC
Classified as Hedge Fund
3800 CENTERPOINT DRIVE SUITE 1100
ANCHORAGE AK    99503-3956
Country: United States

Business Phone: 907-563-4488
Fax: 907-561-7142
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 45
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees,Performance-based fees,3RD PARTY PRIVATE EQUITY REFERRALS
Amount of client funds and securities: 494,208,000
Total Number of Clients: 332
Amount of client funds and securities by related persons: 0
Total Number of clients from related persons: 0
Disclosures: 11.D (2),11.D (4)
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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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
2019-01-04 D/A OTHER Equity 1,500,000 116,000 1,384,000
2018-01-03 D/A OTHER Equity 1,500,000 116,000 1,384,000
2017-01-04 D/A OTHER Equity 434,000 116,000 318,000
2016-01-05 D/A OTHER Equity 725,700 725,700 0
2015-01-08 D/A OTHER Equity 5,139,700 725,700 4,414,000
2014-01-09 D/A OTHER Equity 8,017,200 675,700 7,341,500
2013-01-09 D OTHER Equity 10,292,200 675,700 9,616,500
2012-01-06 D/A OTHER Equity 15,173,625 675,700 14,497,925
2011-01-06 D/A OTHER Equity 32,032,065 510,700 31,521,365
2010-01-13 D/A OTHER Equity 34,115,315 382,500 33,732,815
2009-05-27 D OTHER Equity 264,912 264,912 0
2009-05-15 D OTHER Equity 6,015,746 6,015,746 0
Other Issuers in Filings
Name Address
MCKINLEY CAPITAL MANAGEMENT INC 3301 C STREET
SUITE 500
ANCHORAGE, AK 99503
MCKINLEY CAPITAL MANAGEMENT INC 3301 C STREET
SUITE 500
ANCHORAGE, XX 99503
Related Parties included in filings
Name Address Relationship
DENALI A. KEMPPEL subscription required
    EXECUTIVE OFFICER
DIANE WILKE subscription required
    EXECUTIVE OFFICER DIRECTOR
GREGORY F. O'KEEFE subscription required
    EXECUTIVE OFFICER
J.L. III MCCARREY subscription required
    EXECUTIVE OFFICER
J.L., III MCCARREY subscription required
    EXECUTIVE OFFICER
ROBERT B. GILLAM subscription required
    EXECUTIVE OFFICER DIRECTOR
SHELDON A. FISHER subscription required
    EXECUTIVE OFFICER
TAMARA LEITIS subscription required
    EXECUTIVE OFFICER

MCKINLEY CAPITAL MANAGEMENT, LLC

ownership team - last updated 2020-06-25
Name Title Start Date Direct/Indirect % Ownership
MCCARREY, JAMES, LEWIS (J.L.) SENIOR LEGAL COUNSEL (2019); SR. VP (2006) 03/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC GENERAL COUNSEL, (1998); SR. VP (2006) direct 1998-03-01
MCKINLEY CAPITAL MANAGEMENT, LLC TRUSTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST/SHAREHOLDER (SEE SCHEDULE D-MISC) indirect 2008-11-01
MCKINLEY CAPITAL MANAGEMENT INC SENIOR COUNSEL direct 1998-03-01 2004-03-19
MCKINLEY CAPITAL MANAGEMENT INC GENERAL COUNSEL direct 1998-03-01 2006-04-06
MCKINLEY CAPITAL MANAGEMENT INC SR. VICE PRESIDENT (08/06), GENERAL COUNSEL (3/98) direct 1998-03-01 2007-09-25
MCKINLEY CAPITAL MANAGEMENT INC SR. VICE PRESIDENT (08/06), GENERAL COUNSEL (3/98), COO 01/08 direct 1998-03-01 2008-07-08
MCKINLEY CAPITAL MANAGEMENT, LLC SR. VICE PRESIDENT (08/06), GENERAL COUNSEL (3/98), COO (01/08) direct 1998-03-01 2008-12-04
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P. (08/06), GENERAL COUNSEL (3/98), COO (01/08)/ TTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST (SEE SCHED D-MISC) direct 1998-03-01 2009-03-19
MCKINLEY CAPITAL MANAGEMENT, LLC TTEE MCKINLEY CAPITAL MANAGEMENT, INC., VOTING TRUST (SEE SCHED D-MISC) indirect 2008-11-01 2009-03-19
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P. (8/06), GENERAL COUNSEL, COO (1/08) direct 1998-03-01 2011-04-04
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER (4/13), INTERIM CHIEF OPERATING OFFICER (1/15) direct 1998-03-01 2015-02-24
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER (4/13), CHIEF OPERATING OFFICER (1/15) direct 1998-03-01 2015-06-10
MCKINLEY CAPITAL MANAGEMENT, LLC TRUSTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST/SHAREHOLDER (SEE SCHEDULE D-MISC) indirect 2008-11-01 2015-09-29
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER (4/13) direct 1998-03-01 2016-04-15
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., GENERAL COUNSEL direct 1998-03-01 2016-07-01
GILLAM, ROBERT, ARTHUR CHIEF EXECUTIVE OFFICER, PRESIDENT (04/17-10/18), CIO (1/08), CHAIRMAN (10/18 - PRESENT) (SEE SCHEDULE D-MISC) 10/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT INC DIRECTOR direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT, LLC SR V.P (08/06), DIRECTOR (03/04), CIO (01/08) direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT INC SR V.P (08/06), DIRECTOR (03/04) direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT INC V.P (09/04), DIRECTOR (03/04) direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT INC SR V.P (08/06), DIRECTOR (03/04), CIO 01/08 direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT, LLC SR V.P (08/06)/DIRECTOR (03/04)/ CIO (01/08)/ TTEE MCM VOTING TR/TTEE ROB A GILLAM FAMILY SUB TR/SHAREHOLDER (SEE SCHED D-MISC) direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., CIO (1/08), DIRECTOR (SEE SCHEDULE D-MISC) direct 2006-08-01
MCKINLEY CAPITAL MANAGEMENT, LLC TRUSTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST (SEE SCHEDULE D-MISC) indirect 2008-11-01
MCKINLEY CAPITAL MANAGEMENT, LLC TTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST/SHAREHOLDER (SEE SCHED D-MISC) indirect 2008-11-01
MCKINLEY CAPITAL MANAGEMENT, LLC PRESIDENT (04/17), CIO (1/08), DIRECTOR (SEE SCHEDULE D-MISC) direct 2017-04-01
MCKINLEY CAPITAL MANAGEMENT, INC. MEMBER (SEE SCHEDULE D-MISC) 11/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC MEMBER (SEE SCHEDULE D-MISC) direct 2008-11-01
LAMB, DEBORAH, ANNE CHIEF COMPLIANCE OFFICER 07/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2008-07-01
MCKINLEY CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2016-07-01
TRUSCO CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2003-03-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC CHIEF COMPLIANCE OFFICER direct 2012-12-01
DIVIDEND ASSETS CAPITAL, LLC CCO AND OFFICER direct 2015-06-01
DIVIDEND ASSETS CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2015-06-01
PARAMETRIC RISK ADVISORS LLC CHIEF COMPLIANCE OFFICER direct 2013-03-01
DOMOWITZ, IAN, HARRY DIRECTOR 06/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
PLEXUS GROUP, INC. PRESIDENT, DIRECTOR direct 2006-01-01
Carney, Jared, Matthew VICE CHAIR 06/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC VICE CHAIR direct 2019-06-01
Kakela, Nathan, John CHIEF FINANCIAL OFFICER 01/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC CHIEF FINANCIAL OFFICER direct 2020-01-01
Nerland, Richard, John DIRECTOR 12/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC DIRECTOR direct 2019-12-01
MCCARREY, JAMES, LEWIS (J.L.) TRUSTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST/SHAREHOLDER (SEE SCHEDULE D-MISC) MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST 11/01/2008 Indirect Other
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC GENERAL COUNSEL, (1998); SR. VP (2006) direct 1998-03-01
MCKINLEY CAPITAL MANAGEMENT, LLC TRUSTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST/SHAREHOLDER (SEE SCHEDULE D-MISC) indirect 2008-11-01
MCKINLEY CAPITAL MANAGEMENT INC SENIOR COUNSEL direct 1998-03-01 2004-03-19
MCKINLEY CAPITAL MANAGEMENT INC GENERAL COUNSEL direct 1998-03-01 2006-04-06
MCKINLEY CAPITAL MANAGEMENT INC SR. VICE PRESIDENT (08/06), GENERAL COUNSEL (3/98) direct 1998-03-01 2007-09-25
MCKINLEY CAPITAL MANAGEMENT INC SR. VICE PRESIDENT (08/06), GENERAL COUNSEL (3/98), COO 01/08 direct 1998-03-01 2008-07-08
MCKINLEY CAPITAL MANAGEMENT, LLC SR. VICE PRESIDENT (08/06), GENERAL COUNSEL (3/98), COO (01/08) direct 1998-03-01 2008-12-04
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P. (08/06), GENERAL COUNSEL (3/98), COO (01/08)/ TTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST (SEE SCHED D-MISC) direct 1998-03-01 2009-03-19
MCKINLEY CAPITAL MANAGEMENT, LLC TTEE MCKINLEY CAPITAL MANAGEMENT, INC., VOTING TRUST (SEE SCHED D-MISC) indirect 2008-11-01 2009-03-19
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P. (8/06), GENERAL COUNSEL, COO (1/08) direct 1998-03-01 2011-04-04
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER (4/13), INTERIM CHIEF OPERATING OFFICER (1/15) direct 1998-03-01 2015-02-24
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER (4/13), CHIEF OPERATING OFFICER (1/15) direct 1998-03-01 2015-06-10
MCKINLEY CAPITAL MANAGEMENT, LLC TRUSTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST/SHAREHOLDER (SEE SCHEDULE D-MISC) indirect 2008-11-01 2015-09-29
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER (4/13) direct 1998-03-01 2016-04-15
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., GENERAL COUNSEL direct 1998-03-01 2016-07-01
GILLAM, ROBERT, ARTHUR TRUSTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST (SEE SCHEDULE D-MISC) MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST 11/01/2008 Indirect Other
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT INC DIRECTOR direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT, LLC SR V.P (08/06), DIRECTOR (03/04), CIO (01/08) direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT INC SR V.P (08/06), DIRECTOR (03/04) direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT INC V.P (09/04), DIRECTOR (03/04) direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT INC SR V.P (08/06), DIRECTOR (03/04), CIO 01/08 direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT, LLC SR V.P (08/06)/DIRECTOR (03/04)/ CIO (01/08)/ TTEE MCM VOTING TR/TTEE ROB A GILLAM FAMILY SUB TR/SHAREHOLDER (SEE SCHED D-MISC) direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., CIO (1/08), DIRECTOR (SEE SCHEDULE D-MISC) direct 2006-08-01
MCKINLEY CAPITAL MANAGEMENT, LLC TRUSTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST (SEE SCHEDULE D-MISC) indirect 2008-11-01
MCKINLEY CAPITAL MANAGEMENT, LLC TTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST/SHAREHOLDER (SEE SCHED D-MISC) indirect 2008-11-01
MCKINLEY CAPITAL MANAGEMENT, LLC PRESIDENT (04/17), CIO (1/08), DIRECTOR (SEE SCHEDULE D-MISC) direct 2017-04-01
MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST, ROBERT A. GILLAM, J.L. MCCARREY, TTEES SHAREHOLDER (SEE SCHEDULE D - MISC) MCKINLEY CAPITAL MANAGEMENT, INC. 11/01/2008 Indirect 75% or more
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC SHAREHOLDER (SEE SCHEDULE D - MISC) indirect 2008-11-01
ROBERT B. GILLAM REVOCABLE TRUST, J. L. MCCARREY, III SHAREHOLDER (SEE SCHEDULE D-MISC) MCKINLEY CAPITAL MANAGEMENT, INC. 10/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC ROBERT B. GILLAM TRUST indirect 2018-10-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
NA'-NUK INVESTMENT FUND, L.P. United States 805-7955908736 Private Equity Fund 101,000,000 1,000,000
MCKINLEY CAPITAL INTERNATIONAL GROWTH FUND, L.P. United States 805-9846083943 Other Private Fund COMMINGLED GROWTH EQUITY 171,498,523 1,000,000 Fund of Funds
MCKINLEY CAPITAL MEASA FEEDER FUND LP Cayman Islands 805-2051730136 Private Equity Fund 82,903,832 10,000,000 Feeder Fund
MCKINLEY CAPITAL EMERGING MARKETS GROWTH FUND United States 805-4285608803 Other Private Fund COMMINGLED GROWTH EQUITY FUND 54,363,309 1,000,000
MCKINLEY CAPITAL MEASA FUND OEIC LIMITED Other 805-2089039741 Private Equity Fund 83,685,588 500,000 Master Fund

MCKINLEY CAPITAL MANAGEMENT, LLC

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

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
NA'-NUK INVESTMENT FUND, L.P. United States 805-7955908736 Private Equity Fund 101,000,000 1,000,000
MCKINLEY CAPITAL INTERNATIONAL GROWTH FUND, L.P. United States 805-9846083943 Other Private Fund COMMINGLED GROWTH EQUITY 171,498,523 1,000,000 Fund of Funds
MCKINLEY CAPITAL MEASA FEEDER FUND LP Cayman Islands 805-2051730136 Private Equity Fund 82,903,832 10,000,000 Feeder Fund
MCKINLEY CAPITAL EMERGING MARKETS GROWTH FUND United States 805-4285608803 Other Private Fund COMMINGLED GROWTH EQUITY FUND 54,363,309 1,000,000
MCKINLEY CAPITAL MEASA FUND OEIC LIMITED Other 805-2089039741 Private Equity Fund 83,685,588 500,000 Master Fund

MCKINLEY CAPITAL MANAGEMENT, LLC

ownership team - last updated 2019-07-23
Name Title Start Date Direct/Indirect % Ownership
MCCARREY, JAMES, LEWIS (J.L.) GENERAL COUNSEL, (1998); SR. VP (2006); COO (2019) 03/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC GENERAL COUNSEL, (1998); SR. VP (2006) direct 1998-03-01
MCKINLEY CAPITAL MANAGEMENT, LLC TRUSTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST/SHAREHOLDER (SEE SCHEDULE D-MISC) indirect 2008-11-01
MCKINLEY CAPITAL MANAGEMENT INC SENIOR COUNSEL direct 1998-03-01 2004-03-19
MCKINLEY CAPITAL MANAGEMENT INC GENERAL COUNSEL direct 1998-03-01 2006-04-06
MCKINLEY CAPITAL MANAGEMENT INC SR. VICE PRESIDENT (08/06), GENERAL COUNSEL (3/98) direct 1998-03-01 2007-09-25
MCKINLEY CAPITAL MANAGEMENT INC SR. VICE PRESIDENT (08/06), GENERAL COUNSEL (3/98), COO 01/08 direct 1998-03-01 2008-07-08
MCKINLEY CAPITAL MANAGEMENT, LLC SR. VICE PRESIDENT (08/06), GENERAL COUNSEL (3/98), COO (01/08) direct 1998-03-01 2008-12-04
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P. (08/06), GENERAL COUNSEL (3/98), COO (01/08)/ TTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST (SEE SCHED D-MISC) direct 1998-03-01 2009-03-19
MCKINLEY CAPITAL MANAGEMENT, LLC TTEE MCKINLEY CAPITAL MANAGEMENT, INC., VOTING TRUST (SEE SCHED D-MISC) indirect 2008-11-01 2009-03-19
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P. (8/06), GENERAL COUNSEL, COO (1/08) direct 1998-03-01 2011-04-04
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER (4/13), INTERIM CHIEF OPERATING OFFICER (1/15) direct 1998-03-01 2015-02-24
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER (4/13), CHIEF OPERATING OFFICER (1/15) direct 1998-03-01 2015-06-10
MCKINLEY CAPITAL MANAGEMENT, LLC TRUSTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST/SHAREHOLDER (SEE SCHEDULE D-MISC) indirect 2008-11-01 2015-09-29
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER (4/13) direct 1998-03-01 2016-04-15
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., GENERAL COUNSEL direct 1998-03-01 2016-07-01
GILLAM, ROBERT, ARTHUR CHIEF EXECUTIVE OFFICER, PRESIDENT (04/17-10/18), CIO (1/08), CHAIRMAN (10/18 - PRESENT) (SEE SCHEDULE D-MISC) 10/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT INC DIRECTOR direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT, LLC SR V.P (08/06), DIRECTOR (03/04), CIO (01/08) direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT INC SR V.P (08/06), DIRECTOR (03/04) direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT INC V.P (09/04), DIRECTOR (03/04) direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT INC SR V.P (08/06), DIRECTOR (03/04), CIO 01/08 direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT, LLC SR V.P (08/06)/DIRECTOR (03/04)/ CIO (01/08)/ TTEE MCM VOTING TR/TTEE ROB A GILLAM FAMILY SUB TR/SHAREHOLDER (SEE SCHED D-MISC) direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., CIO (1/08), DIRECTOR (SEE SCHEDULE D-MISC) direct 2006-08-01
MCKINLEY CAPITAL MANAGEMENT, LLC TRUSTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST (SEE SCHEDULE D-MISC) indirect 2008-11-01
MCKINLEY CAPITAL MANAGEMENT, LLC TTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST/SHAREHOLDER (SEE SCHED D-MISC) indirect 2008-11-01
MCKINLEY CAPITAL MANAGEMENT, LLC PRESIDENT (04/17), CIO (1/08), DIRECTOR (SEE SCHEDULE D-MISC) direct 2017-04-01
MCKINLEY CAPITAL MANAGEMENT, INC. MEMBER (SEE SCHEDULE D-MISC) 11/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC MEMBER (SEE SCHEDULE D-MISC) direct 2008-11-01
KEMPPEL, DENALI, ANN DIRECTOR 06/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC CHIEF OPERATING OFFICER direct 2015-09-01
MCKINLEY CAPITAL MANAGEMENT, LLC CHIEF OPERATING OFFICER (2015) VP (2016) direct 2015-09-01
LAMB, DEBORAH, ANNE CHIEF COMPLIANCE OFFICER 07/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2008-07-01
MCKINLEY CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2016-07-01
TRUSCO CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2003-03-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC CHIEF COMPLIANCE OFFICER direct 2012-12-01
DIVIDEND ASSETS CAPITAL, LLC CCO AND OFFICER direct 2015-06-01
DIVIDEND ASSETS CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2015-06-01
PARAMETRIC RISK ADVISORS LLC CHIEF COMPLIANCE OFFICER direct 2013-03-01
DOMOWITZ, IAN, HARRY DIRECTOR 06/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
PLEXUS GROUP, INC. PRESIDENT, DIRECTOR direct 2006-01-01
Carney, Jared, Matthew VICE CHAIR 06/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC VICE CHAIR direct 2019-06-01
MCCARREY, JAMES, LEWIS (J.L.) TRUSTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST/SHAREHOLDER (SEE SCHEDULE D-MISC) MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST 11/01/2008 Indirect Other
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC GENERAL COUNSEL, (1998); SR. VP (2006) direct 1998-03-01
MCKINLEY CAPITAL MANAGEMENT, LLC TRUSTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST/SHAREHOLDER (SEE SCHEDULE D-MISC) indirect 2008-11-01
MCKINLEY CAPITAL MANAGEMENT INC SENIOR COUNSEL direct 1998-03-01 2004-03-19
MCKINLEY CAPITAL MANAGEMENT INC GENERAL COUNSEL direct 1998-03-01 2006-04-06
MCKINLEY CAPITAL MANAGEMENT INC SR. VICE PRESIDENT (08/06), GENERAL COUNSEL (3/98) direct 1998-03-01 2007-09-25
MCKINLEY CAPITAL MANAGEMENT INC SR. VICE PRESIDENT (08/06), GENERAL COUNSEL (3/98), COO 01/08 direct 1998-03-01 2008-07-08
MCKINLEY CAPITAL MANAGEMENT, LLC SR. VICE PRESIDENT (08/06), GENERAL COUNSEL (3/98), COO (01/08) direct 1998-03-01 2008-12-04
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P. (08/06), GENERAL COUNSEL (3/98), COO (01/08)/ TTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST (SEE SCHED D-MISC) direct 1998-03-01 2009-03-19
MCKINLEY CAPITAL MANAGEMENT, LLC TTEE MCKINLEY CAPITAL MANAGEMENT, INC., VOTING TRUST (SEE SCHED D-MISC) indirect 2008-11-01 2009-03-19
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P. (8/06), GENERAL COUNSEL, COO (1/08) direct 1998-03-01 2011-04-04
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER (4/13), INTERIM CHIEF OPERATING OFFICER (1/15) direct 1998-03-01 2015-02-24
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER (4/13), CHIEF OPERATING OFFICER (1/15) direct 1998-03-01 2015-06-10
MCKINLEY CAPITAL MANAGEMENT, LLC TRUSTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST/SHAREHOLDER (SEE SCHEDULE D-MISC) indirect 2008-11-01 2015-09-29
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER (4/13) direct 1998-03-01 2016-04-15
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., GENERAL COUNSEL direct 1998-03-01 2016-07-01
GILLAM, ROBERT, ARTHUR TRUSTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST (SEE SCHEDULE D-MISC) MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST 11/01/2008 Indirect Other
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT INC DIRECTOR direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT, LLC SR V.P (08/06), DIRECTOR (03/04), CIO (01/08) direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT INC SR V.P (08/06), DIRECTOR (03/04) direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT INC V.P (09/04), DIRECTOR (03/04) direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT INC SR V.P (08/06), DIRECTOR (03/04), CIO 01/08 direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT, LLC SR V.P (08/06)/DIRECTOR (03/04)/ CIO (01/08)/ TTEE MCM VOTING TR/TTEE ROB A GILLAM FAMILY SUB TR/SHAREHOLDER (SEE SCHED D-MISC) direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., CIO (1/08), DIRECTOR (SEE SCHEDULE D-MISC) direct 2006-08-01
MCKINLEY CAPITAL MANAGEMENT, LLC TRUSTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST (SEE SCHEDULE D-MISC) indirect 2008-11-01
MCKINLEY CAPITAL MANAGEMENT, LLC TTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST/SHAREHOLDER (SEE SCHED D-MISC) indirect 2008-11-01
MCKINLEY CAPITAL MANAGEMENT, LLC PRESIDENT (04/17), CIO (1/08), DIRECTOR (SEE SCHEDULE D-MISC) direct 2017-04-01
MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST, ROBERT A. GILLAM, J.L. MCCARREY, TTEES SHAREHOLDER (SEE SCHEDULE D - MISC) MCKINLEY CAPITAL MANAGEMENT, INC. 11/01/2008 Indirect 75% or more
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC SHAREHOLDER (SEE SCHEDULE D - MISC) indirect 2008-11-01
ROBERT B. GILLAM TRUST, J. L. MCCARREY, III SHAREHOLDER (SEE SCHEDULE D-MISC) MCKINLEY CAPITAL MANAGEMENT, INC. 10/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC ROBERT B. GILLAM TRUST indirect 2018-10-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
MCKINLEY CAPITAL INTERNATIONAL GROWTH FUND, L.P. United States 805-9846083943 Other Private Fund COMMINGLED GROWTH EQUITY 138,279,689 1,000,000 Fund of Funds
MCKINLEY CAPITAL MEASA FEEDER FUND LP Cayman Islands 805-2051730136 Private Equity Fund 79,804,632 10,000,000 Feeder Fund
MCKINLEY CAPITAL EMERGING MARKETS GROWTH FUND United States 805-4285608803 Other Private Fund COMMINGLED GROWTH EQUITY FUND 47,897,001 1,000,000
MCKINLEY CAPITAL MEASA FUND OEIC LIMITED Other 805-2089039741 Private Equity Fund 79,357,358 500,000 Master Fund

MCKINLEY CAPITAL MANAGEMENT, LLC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
MCCARREY, JAMES, LEWIS (J.L.) GENERAL COUNSEL, (1998); SR. VP (2006); COO (2019) 03/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC GENERAL COUNSEL, (1998); SR. VP (2006) direct 1998-03-01
MCKINLEY CAPITAL MANAGEMENT, LLC TRUSTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST/SHAREHOLDER (SEE SCHEDULE D-MISC) indirect 2008-11-01
MCKINLEY CAPITAL MANAGEMENT INC SENIOR COUNSEL direct 1998-03-01 2004-03-19
MCKINLEY CAPITAL MANAGEMENT INC GENERAL COUNSEL direct 1998-03-01 2006-04-06
MCKINLEY CAPITAL MANAGEMENT INC SR. VICE PRESIDENT (08/06), GENERAL COUNSEL (3/98) direct 1998-03-01 2007-09-25
MCKINLEY CAPITAL MANAGEMENT INC SR. VICE PRESIDENT (08/06), GENERAL COUNSEL (3/98), COO 01/08 direct 1998-03-01 2008-07-08
MCKINLEY CAPITAL MANAGEMENT, LLC SR. VICE PRESIDENT (08/06), GENERAL COUNSEL (3/98), COO (01/08) direct 1998-03-01 2008-12-04
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P. (08/06), GENERAL COUNSEL (3/98), COO (01/08)/ TTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST (SEE SCHED D-MISC) direct 1998-03-01 2009-03-19
MCKINLEY CAPITAL MANAGEMENT, LLC TTEE MCKINLEY CAPITAL MANAGEMENT, INC., VOTING TRUST (SEE SCHED D-MISC) indirect 2008-11-01 2009-03-19
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P. (8/06), GENERAL COUNSEL, COO (1/08) direct 1998-03-01 2011-04-04
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER (4/13), INTERIM CHIEF OPERATING OFFICER (1/15) direct 1998-03-01 2015-02-24
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER (4/13), CHIEF OPERATING OFFICER (1/15) direct 1998-03-01 2015-06-10
MCKINLEY CAPITAL MANAGEMENT, LLC TRUSTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST/SHAREHOLDER (SEE SCHEDULE D-MISC) indirect 2008-11-01 2015-09-29
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER (4/13) direct 1998-03-01 2016-04-15
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., GENERAL COUNSEL direct 1998-03-01 2016-07-01
GILLAM, ROBERT, ARTHUR CHIEF EXECUTIVE OFFICER, PRESIDENT (04/17-10/18), CIO (1/08), CHAIRMAN (10/18 - PRESENT) (SEE SCHEDULE D-MISC) 10/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT INC DIRECTOR direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT, LLC SR V.P (08/06), DIRECTOR (03/04), CIO (01/08) direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT INC SR V.P (08/06), DIRECTOR (03/04) direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT INC V.P (09/04), DIRECTOR (03/04) direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT INC SR V.P (08/06), DIRECTOR (03/04), CIO 01/08 direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT, LLC SR V.P (08/06)/DIRECTOR (03/04)/ CIO (01/08)/ TTEE MCM VOTING TR/TTEE ROB A GILLAM FAMILY SUB TR/SHAREHOLDER (SEE SCHED D-MISC) direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., CIO (1/08), DIRECTOR (SEE SCHEDULE D-MISC) direct 2006-08-01
MCKINLEY CAPITAL MANAGEMENT, LLC TRUSTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST (SEE SCHEDULE D-MISC) indirect 2008-11-01
MCKINLEY CAPITAL MANAGEMENT, LLC TTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST/SHAREHOLDER (SEE SCHED D-MISC) indirect 2008-11-01
MCKINLEY CAPITAL MANAGEMENT, LLC PRESIDENT (04/17), CIO (1/08), DIRECTOR (SEE SCHEDULE D-MISC) direct 2017-04-01
MCKINLEY CAPITAL MANAGEMENT, INC. MEMBER (SEE SCHEDULE D-MISC) 11/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC MEMBER (SEE SCHEDULE D-MISC) direct 2008-11-01
LAMB, DEBORAH, ANNE CHIEF COMPLIANCE OFFICER 07/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2008-07-01
MCKINLEY CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2016-07-01
TRUSCO CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2003-03-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC CHIEF COMPLIANCE OFFICER direct 2012-12-01
DIVIDEND ASSETS CAPITAL, LLC CCO AND OFFICER direct 2015-06-01
DIVIDEND ASSETS CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2015-06-01
PARAMETRIC RISK ADVISORS LLC CHIEF COMPLIANCE OFFICER direct 2013-03-01
WILKE, DIANE, MARIE DIRECTOR 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC EXEC. V.P., EXECUTIVE MANAGEMENT OFFICER (1/08), DIRECTOR (SEE SCHEDULE D-MISC) direct 1991-03-01
MCKINLEY CAPITAL MANAGEMENT INC EXEC VP, DIRECTOR, COO direct 1991-03-01 2007-09-25
MCKINLEY CAPITAL MANAGEMENT INC EXEC VP, DIRECTOR, EXECUTIVE MANAGEMENT OFFICER 01/08 direct 1991-03-01 2008-07-08
MCKINLEY CAPITAL MANAGEMENT, LLC EXEC VP, DIRECTOR, EXECUTIVE MANAGEMENT OFFICER (01/08) direct 1991-03-01 2008-12-04
MCKINLEY CAPITAL MANAGEMENT, LLC EXEC VP, DIRECTOR, EXECUTIVE MANAGEMENT OFFICER (01/08)/SHAREHOLDER direct 1991-03-01 2009-03-19
MCKINLEY CAPITAL MANAGEMENT, LLC EXEC. V.P., EXECUTIVE MANAGEMENT OFFICER (1/08), DIRECTOR (SEE SCEHDULE D-MISC) direct 1991-03-01 2012-05-07
MCCARREY, JAMES, LEWIS (J.L.) TRUSTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST/SHAREHOLDER (SEE SCHEDULE D-MISC) MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST 11/01/2008 Indirect Other
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC GENERAL COUNSEL, (1998); SR. VP (2006) direct 1998-03-01
MCKINLEY CAPITAL MANAGEMENT, LLC TRUSTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST/SHAREHOLDER (SEE SCHEDULE D-MISC) indirect 2008-11-01
MCKINLEY CAPITAL MANAGEMENT INC SENIOR COUNSEL direct 1998-03-01 2004-03-19
MCKINLEY CAPITAL MANAGEMENT INC GENERAL COUNSEL direct 1998-03-01 2006-04-06
MCKINLEY CAPITAL MANAGEMENT INC SR. VICE PRESIDENT (08/06), GENERAL COUNSEL (3/98) direct 1998-03-01 2007-09-25
MCKINLEY CAPITAL MANAGEMENT INC SR. VICE PRESIDENT (08/06), GENERAL COUNSEL (3/98), COO 01/08 direct 1998-03-01 2008-07-08
MCKINLEY CAPITAL MANAGEMENT, LLC SR. VICE PRESIDENT (08/06), GENERAL COUNSEL (3/98), COO (01/08) direct 1998-03-01 2008-12-04
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P. (08/06), GENERAL COUNSEL (3/98), COO (01/08)/ TTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST (SEE SCHED D-MISC) direct 1998-03-01 2009-03-19
MCKINLEY CAPITAL MANAGEMENT, LLC TTEE MCKINLEY CAPITAL MANAGEMENT, INC., VOTING TRUST (SEE SCHED D-MISC) indirect 2008-11-01 2009-03-19
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P. (8/06), GENERAL COUNSEL, COO (1/08) direct 1998-03-01 2011-04-04
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER (4/13), INTERIM CHIEF OPERATING OFFICER (1/15) direct 1998-03-01 2015-02-24
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER (4/13), CHIEF OPERATING OFFICER (1/15) direct 1998-03-01 2015-06-10
MCKINLEY CAPITAL MANAGEMENT, LLC TRUSTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST/SHAREHOLDER (SEE SCHEDULE D-MISC) indirect 2008-11-01 2015-09-29
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER (4/13) direct 1998-03-01 2016-04-15
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., GENERAL COUNSEL direct 1998-03-01 2016-07-01
GILLAM, ROBERT, ARTHUR TRUSTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST (SEE SCHEDULE D-MISC) MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST 11/01/2008 Indirect Other
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT INC DIRECTOR direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT, LLC SR V.P (08/06), DIRECTOR (03/04), CIO (01/08) direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT INC SR V.P (08/06), DIRECTOR (03/04) direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT INC V.P (09/04), DIRECTOR (03/04) direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT INC SR V.P (08/06), DIRECTOR (03/04), CIO 01/08 direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT, LLC SR V.P (08/06)/DIRECTOR (03/04)/ CIO (01/08)/ TTEE MCM VOTING TR/TTEE ROB A GILLAM FAMILY SUB TR/SHAREHOLDER (SEE SCHED D-MISC) direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., CIO (1/08), DIRECTOR (SEE SCHEDULE D-MISC) direct 2006-08-01
MCKINLEY CAPITAL MANAGEMENT, LLC TRUSTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST (SEE SCHEDULE D-MISC) indirect 2008-11-01
MCKINLEY CAPITAL MANAGEMENT, LLC TTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST/SHAREHOLDER (SEE SCHED D-MISC) indirect 2008-11-01
MCKINLEY CAPITAL MANAGEMENT, LLC PRESIDENT (04/17), CIO (1/08), DIRECTOR (SEE SCHEDULE D-MISC) direct 2017-04-01
MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST, ROBERT A. GILLAM, J.L. MCCARREY, TTEES SHAREHOLDER (SEE SCHEDULE D - MISC) MCKINLEY CAPITAL MANAGEMENT, INC. 11/01/2008 Indirect 75% or more
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC SHAREHOLDER (SEE SCHEDULE D - MISC) indirect 2008-11-01
ROBERT B. GILLAM TRUST, J. L. MCCARREY, III SHAREHOLDER (SEE SCHEDULE D-MISC) MCKINLEY CAPITAL MANAGEMENT, INC. 10/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC ROBERT B. GILLAM TRUST indirect 2018-10-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
MCKINLEY CAPITAL INTERNATIONAL GROWTH FUND, L.P. United States 805-9846083943 Other Private Fund COMMINGLED GROWTH EQUITY 138,279,689 1,000,000 Fund of Funds
MCKINLEY CAPITAL EMERGING MARKETS GROWTH FUND United States 805-4285608803 Other Private Fund COMMINGLED GROWTH EQUITY FUND 47,897,001 1,000,000
MCKINLEY NON-U.S. (130/30) GROWTH FUND. L.P. United States 805-8989313187 Other Private Fund COMMINGLED GROWTH EQUITY FUND 57,643,432 5,000,000
MCKINLEY CAPITAL MEASA FUND OEIC LIMITED Other 805-2089039741 Private Equity Fund 79,357,358 500,000 Master Fund
MCKINLEY CAPITAL MEASA FEEDER FUND LP Cayman Islands 805-2051730136 Private Equity Fund 79,804,632 10,000,000 Feeder Fund

MCKINLEY CAPITAL MANAGEMENT, LLC

ownership team - last updated 2018-11-09
Name Title Start Date Direct/Indirect % Ownership
WILKE, DIANE, MARIE EXEC. V.P., EXECUTIVE MANAGEMENT OFFICER (1/08), DIRECTOR (SEE SCHEDULE D-MISC) 03/01/1991 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC EXEC. V.P., EXECUTIVE MANAGEMENT OFFICER (1/08), DIRECTOR (SEE SCHEDULE D-MISC) direct 1991-03-01
MCKINLEY CAPITAL MANAGEMENT INC EXEC VP, DIRECTOR, COO direct 1991-03-01 2007-09-25
MCKINLEY CAPITAL MANAGEMENT INC EXEC VP, DIRECTOR, EXECUTIVE MANAGEMENT OFFICER 01/08 direct 1991-03-01 2008-07-08
MCKINLEY CAPITAL MANAGEMENT, LLC EXEC VP, DIRECTOR, EXECUTIVE MANAGEMENT OFFICER (01/08) direct 1991-03-01 2008-12-04
MCKINLEY CAPITAL MANAGEMENT, LLC EXEC VP, DIRECTOR, EXECUTIVE MANAGEMENT OFFICER (01/08)/SHAREHOLDER direct 1991-03-01 2009-03-19
MCKINLEY CAPITAL MANAGEMENT, LLC EXEC. V.P., EXECUTIVE MANAGEMENT OFFICER (1/08), DIRECTOR (SEE SCEHDULE D-MISC) direct 1991-03-01 2012-05-07
MCCARREY, JAMES, LEWIS (J.L.) GENERAL COUNSEL, (1998); SR. VP (2006) 03/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC GENERAL COUNSEL, (1998); SR. VP (2006) direct 1998-03-01
MCKINLEY CAPITAL MANAGEMENT, LLC TRUSTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST/SHAREHOLDER (SEE SCHEDULE D-MISC) indirect 2008-11-01
MCKINLEY CAPITAL MANAGEMENT INC SENIOR COUNSEL direct 1998-03-01 2004-03-19
MCKINLEY CAPITAL MANAGEMENT INC GENERAL COUNSEL direct 1998-03-01 2006-04-06
MCKINLEY CAPITAL MANAGEMENT INC SR. VICE PRESIDENT (08/06), GENERAL COUNSEL (3/98) direct 1998-03-01 2007-09-25
MCKINLEY CAPITAL MANAGEMENT INC SR. VICE PRESIDENT (08/06), GENERAL COUNSEL (3/98), COO 01/08 direct 1998-03-01 2008-07-08
MCKINLEY CAPITAL MANAGEMENT, LLC SR. VICE PRESIDENT (08/06), GENERAL COUNSEL (3/98), COO (01/08) direct 1998-03-01 2008-12-04
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P. (08/06), GENERAL COUNSEL (3/98), COO (01/08)/ TTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST (SEE SCHED D-MISC) direct 1998-03-01 2009-03-19
MCKINLEY CAPITAL MANAGEMENT, LLC TTEE MCKINLEY CAPITAL MANAGEMENT, INC., VOTING TRUST (SEE SCHED D-MISC) indirect 2008-11-01 2009-03-19
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P. (8/06), GENERAL COUNSEL, COO (1/08) direct 1998-03-01 2011-04-04
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER (4/13), INTERIM CHIEF OPERATING OFFICER (1/15) direct 1998-03-01 2015-02-24
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER (4/13), CHIEF OPERATING OFFICER (1/15) direct 1998-03-01 2015-06-10
MCKINLEY CAPITAL MANAGEMENT, LLC TRUSTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST/SHAREHOLDER (SEE SCHEDULE D-MISC) indirect 2008-11-01 2015-09-29
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER (4/13) direct 1998-03-01 2016-04-15
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., GENERAL COUNSEL direct 1998-03-01 2016-07-01
GILLAM, ROBERT, ARTHUR CHIEF EXECUTIVE OFFICER, PRESIDENT (04/17-10/18), CIO (1/08), CHAIRMAN (10/18 - PRESENT) (SEE SCHEDULE D-MISC) 10/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT INC DIRECTOR direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT, LLC SR V.P (08/06), DIRECTOR (03/04), CIO (01/08) direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT INC SR V.P (08/06), DIRECTOR (03/04) direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT INC V.P (09/04), DIRECTOR (03/04) direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT INC SR V.P (08/06), DIRECTOR (03/04), CIO 01/08 direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT, LLC SR V.P (08/06)/DIRECTOR (03/04)/ CIO (01/08)/ TTEE MCM VOTING TR/TTEE ROB A GILLAM FAMILY SUB TR/SHAREHOLDER (SEE SCHED D-MISC) direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., CIO (1/08), DIRECTOR (SEE SCHEDULE D-MISC) direct 2006-08-01
MCKINLEY CAPITAL MANAGEMENT, LLC TRUSTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST (SEE SCHEDULE D-MISC) indirect 2008-11-01
MCKINLEY CAPITAL MANAGEMENT, LLC TTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST/SHAREHOLDER (SEE SCHED D-MISC) indirect 2008-11-01
MCKINLEY CAPITAL MANAGEMENT, LLC PRESIDENT (04/17), CIO (1/08), DIRECTOR (SEE SCHEDULE D-MISC) direct 2017-04-01
MCKINLEY CAPITAL MANAGEMENT, INC. MEMBER (SEE SCHEDULE D-MISC) 11/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC MEMBER (SEE SCHEDULE D-MISC) direct 2008-11-01
KEMPPEL, DENALI, ANN CHIEF OPERATING OFFICER (2015) VP (2016) 09/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC CHIEF OPERATING OFFICER direct 2015-09-01
MCKINLEY CAPITAL MANAGEMENT, LLC CHIEF OPERATING OFFICER (2015) VP (2016) direct 2015-09-01
LAMB, DEBORAH, ANNE CHIEF COMPLIANCE OFFICER 07/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2008-07-01
MCKINLEY CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2016-07-01
TRUSCO CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2003-03-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC CHIEF COMPLIANCE OFFICER direct 2012-12-01
DIVIDEND ASSETS CAPITAL, LLC CCO AND OFFICER direct 2015-06-01
DIVIDEND ASSETS CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2015-06-01
PARAMETRIC RISK ADVISORS LLC CHIEF COMPLIANCE OFFICER direct 2013-03-01
MCCARREY, JAMES, LEWIS (J.L.) TRUSTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST/SHAREHOLDER (SEE SCHEDULE D-MISC) MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST 11/01/2008 Indirect Other
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC GENERAL COUNSEL, (1998); SR. VP (2006) direct 1998-03-01
MCKINLEY CAPITAL MANAGEMENT, LLC TRUSTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST/SHAREHOLDER (SEE SCHEDULE D-MISC) indirect 2008-11-01
MCKINLEY CAPITAL MANAGEMENT INC SENIOR COUNSEL direct 1998-03-01 2004-03-19
MCKINLEY CAPITAL MANAGEMENT INC GENERAL COUNSEL direct 1998-03-01 2006-04-06
MCKINLEY CAPITAL MANAGEMENT INC SR. VICE PRESIDENT (08/06), GENERAL COUNSEL (3/98) direct 1998-03-01 2007-09-25
MCKINLEY CAPITAL MANAGEMENT INC SR. VICE PRESIDENT (08/06), GENERAL COUNSEL (3/98), COO 01/08 direct 1998-03-01 2008-07-08
MCKINLEY CAPITAL MANAGEMENT, LLC SR. VICE PRESIDENT (08/06), GENERAL COUNSEL (3/98), COO (01/08) direct 1998-03-01 2008-12-04
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P. (08/06), GENERAL COUNSEL (3/98), COO (01/08)/ TTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST (SEE SCHED D-MISC) direct 1998-03-01 2009-03-19
MCKINLEY CAPITAL MANAGEMENT, LLC TTEE MCKINLEY CAPITAL MANAGEMENT, INC., VOTING TRUST (SEE SCHED D-MISC) indirect 2008-11-01 2009-03-19
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P. (8/06), GENERAL COUNSEL, COO (1/08) direct 1998-03-01 2011-04-04
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER (4/13), INTERIM CHIEF OPERATING OFFICER (1/15) direct 1998-03-01 2015-02-24
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER (4/13), CHIEF OPERATING OFFICER (1/15) direct 1998-03-01 2015-06-10
MCKINLEY CAPITAL MANAGEMENT, LLC TRUSTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST/SHAREHOLDER (SEE SCHEDULE D-MISC) indirect 2008-11-01 2015-09-29
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER (4/13) direct 1998-03-01 2016-04-15
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., GENERAL COUNSEL direct 1998-03-01 2016-07-01
GILLAM, ROBERT, ARTHUR TRUSTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST (SEE SCHEDULE D-MISC) MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST 11/01/2008 Indirect Other
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT INC DIRECTOR direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT, LLC SR V.P (08/06), DIRECTOR (03/04), CIO (01/08) direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT INC SR V.P (08/06), DIRECTOR (03/04) direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT INC V.P (09/04), DIRECTOR (03/04) direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT INC SR V.P (08/06), DIRECTOR (03/04), CIO 01/08 direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT, LLC SR V.P (08/06)/DIRECTOR (03/04)/ CIO (01/08)/ TTEE MCM VOTING TR/TTEE ROB A GILLAM FAMILY SUB TR/SHAREHOLDER (SEE SCHED D-MISC) direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., CIO (1/08), DIRECTOR (SEE SCHEDULE D-MISC) direct 2006-08-01
MCKINLEY CAPITAL MANAGEMENT, LLC TRUSTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST (SEE SCHEDULE D-MISC) indirect 2008-11-01
MCKINLEY CAPITAL MANAGEMENT, LLC TTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST/SHAREHOLDER (SEE SCHED D-MISC) indirect 2008-11-01
MCKINLEY CAPITAL MANAGEMENT, LLC PRESIDENT (04/17), CIO (1/08), DIRECTOR (SEE SCHEDULE D-MISC) direct 2017-04-01
MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST, ROBERT A. GILLAM, J.L. MCCARREY, TTEES SHAREHOLDER (SEE SCHEDULE D - MISC) MCKINLEY CAPITAL MANAGEMENT, INC. 11/01/2008 Indirect 75% or more
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC SHAREHOLDER (SEE SCHEDULE D - MISC) indirect 2008-11-01
ROBERT B. GILLAM TRUST, J. L. MCCARREY, III ROBERT B. GILLAM TRUST MCKINLEY CAPITAL MANAGEMENT, INC. 10/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC ROBERT B. GILLAM TRUST indirect 2018-10-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
MCKINLEY CAPITAL MEASA FUND OEIC LIMITED Other 805-2089039741 Private Equity Fund 100,000,000 10,000,000 Master Fund
MCKINLEY CAPITAL MEASA FEEDER FUND LP Cayman Islands 805-2051730136 Private Equity Fund 100,000,000 10,000,000 Feeder Fund
MCKINLEY CAPITAL INTERNATIONAL GROWTH FUND, L.P. United States 805-9846083943 Other Private Fund COMMINGLED GROWTH EQUITY 236,409,118 1,000,000 Fund of Funds
MCKINLEY CAPITAL EMERGING MARKETS GROWTH FUND United States 805-4285608803 Other Private Fund COMMINGLED GROWTH EQUITY FUND 76,919,941 1,000,000
MCKINLEY CAPITAL NON-US SMALL CAP GROWTH FUND United States 805-4755335966 Other Private Fund COMMINGLED GROWTH EQUITY 311,157 1,000,000
MCKINLEY NON-U.S. (130/30) GROWTH FUND. L.P. United States 805-8989313187 Other Private Fund COMMINGLED GROWTH EQUITY FUND 159,938,617 5,000,000

MCKINLEY CAPITAL MANAGEMENT, LLC

ownership team - last updated 2018-04-02
Name Title Start Date Direct/Indirect % Ownership
GILLAM, ROBERT, BYRON CHIEF EXECUTIVE OFFICER, DIRECTOR (SEE SCHEDULE D-MISC) 03/01/1991 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC CHIEF EXECUTIVE OFFICER, DIRECTOR (SEE SCHEDULE D-MISC) direct 1991-03-01
MCKINLEY CAPITAL MANAGEMENT, LLC TRUSTEE ROBERT B. GILLAM REVOCABLE TRUST AND MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST (SEE SCHEDULE D-MISC) indirect 1999-12-01
MCKINLEY CAPITAL MANAGEMENT INC PRESIDENT, DIRECTOR, CIO direct 1991-03-01 2003-03-11
MCKINLEY CAPITAL MANAGEMENT INC PRESIDENT, DIRECTOR, CIO, TRUSTEE AND SOLE BENEFICIARY direct 1991-03-01 2007-09-25
MCKINLEY CAPITAL MANAGEMENT INC PRESIDENT, DIRECTOR, CEO 1/08, TRUSTEE AND SOLE BENEFICIARY direct 1991-03-01 2008-07-08
MCKINLEY CAPITAL MANAGEMENT INC PRESIDENT, DIRECTOR, CEO (1/08), TRUSTEE AND SOLE BENEFICIARY direct 1991-03-01 2008-12-04
MCKINLEY CAPITAL MANAGEMENT INC TRUSTEE indirect 1999-12-01 2008-12-04
MCKINLEY CAPITAL MANAGEMENT, LLC TRUSTEE indirect 2003-11-01 2008-12-04
MCKINLEY CAPITAL MANAGEMENT, LLC PRES/ DIRECTOR/CEO (1/08), TTEE ROB B. GILLAM REV TR/TTEE MCKINLEY CAPITAL MGT, INC. VOTING TR /SHAREHOLDER(SEE SCHED D-MISC) direct 1991-03-01 2009-03-19
MCKINLEY CAPITAL MANAGEMENT, LLC TRUSTEE/SHAREHOLDER (SEE SCHED D-MISC) indirect 1999-12-01 2009-03-19
MCKINLEY CAPITAL MANAGEMENT, LLC PRES. CEO. (1/08), DIRECTOR (SEE SCHEDULE D-MISC) direct 1991-03-01 2011-04-04
MCKINLEY CAPITAL MANAGEMENT, LLC TRUSTEE ROBERT B. GILLAM REVOCABLE TRUST AND MCKINELY CAPITAL MANAGEMENT, INC. VOTING TRUST (SEE SCHEDULE D-MISC) indirect 1999-12-01 2015-09-29
MCKINLEY CAPITAL MANAGEMENT, LLC PRES., CEO, DIRECTOR (SEE SCHEDULE D-MISC) direct 1991-03-01 2016-07-01
WILKE, DIANE, MARIE EXEC. V.P., EXECUTIVE MANAGEMENT OFFICER (1/08), DIRECTOR (SEE SCHEDULE D-MISC) 03/01/1991 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC EXEC. V.P., EXECUTIVE MANAGEMENT OFFICER (1/08), DIRECTOR (SEE SCHEDULE D-MISC) direct 1991-03-01
MCKINLEY CAPITAL MANAGEMENT INC EXEC VP, DIRECTOR, COO direct 1991-03-01 2007-09-25
MCKINLEY CAPITAL MANAGEMENT INC EXEC VP, DIRECTOR, EXECUTIVE MANAGEMENT OFFICER 01/08 direct 1991-03-01 2008-07-08
MCKINLEY CAPITAL MANAGEMENT, LLC EXEC VP, DIRECTOR, EXECUTIVE MANAGEMENT OFFICER (01/08) direct 1991-03-01 2008-12-04
MCKINLEY CAPITAL MANAGEMENT, LLC EXEC VP, DIRECTOR, EXECUTIVE MANAGEMENT OFFICER (01/08)/SHAREHOLDER direct 1991-03-01 2009-03-19
MCKINLEY CAPITAL MANAGEMENT, LLC EXEC. V.P., EXECUTIVE MANAGEMENT OFFICER (1/08), DIRECTOR (SEE SCEHDULE D-MISC) direct 1991-03-01 2012-05-07
MCCARREY, JAMES, LEWIS (J.L.) GENERAL COUNSEL, (1998); SR. VP (2006) 03/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC GENERAL COUNSEL, (1998); SR. VP (2006) direct 1998-03-01
MCKINLEY CAPITAL MANAGEMENT, LLC TRUSTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST/SHAREHOLDER (SEE SCHEDULE D-MISC) indirect 2008-11-01
MCKINLEY CAPITAL MANAGEMENT INC SENIOR COUNSEL direct 1998-03-01 2004-03-19
MCKINLEY CAPITAL MANAGEMENT INC GENERAL COUNSEL direct 1998-03-01 2006-04-06
MCKINLEY CAPITAL MANAGEMENT INC SR. VICE PRESIDENT (08/06), GENERAL COUNSEL (3/98) direct 1998-03-01 2007-09-25
MCKINLEY CAPITAL MANAGEMENT INC SR. VICE PRESIDENT (08/06), GENERAL COUNSEL (3/98), COO 01/08 direct 1998-03-01 2008-07-08
MCKINLEY CAPITAL MANAGEMENT, LLC SR. VICE PRESIDENT (08/06), GENERAL COUNSEL (3/98), COO (01/08) direct 1998-03-01 2008-12-04
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P. (08/06), GENERAL COUNSEL (3/98), COO (01/08)/ TTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST (SEE SCHED D-MISC) direct 1998-03-01 2009-03-19
MCKINLEY CAPITAL MANAGEMENT, LLC TTEE MCKINLEY CAPITAL MANAGEMENT, INC., VOTING TRUST (SEE SCHED D-MISC) indirect 2008-11-01 2009-03-19
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P. (8/06), GENERAL COUNSEL, COO (1/08) direct 1998-03-01 2011-04-04
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER (4/13), INTERIM CHIEF OPERATING OFFICER (1/15) direct 1998-03-01 2015-02-24
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER (4/13), CHIEF OPERATING OFFICER (1/15) direct 1998-03-01 2015-06-10
MCKINLEY CAPITAL MANAGEMENT, LLC TRUSTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST/SHAREHOLDER (SEE SCHEDULE D-MISC) indirect 2008-11-01 2015-09-29
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER (4/13) direct 1998-03-01 2016-04-15
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., GENERAL COUNSEL direct 1998-03-01 2016-07-01
LEITIS, TAMARA, LEE DIRECTOR OF HUMAN RESOURCES, ASST. VP 05/01/2001 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC DIRECTOR OF HUMAN RESOURCES, ASST. VP direct 2001-05-01
MCKINLEY CAPITAL MANAGEMENT INC ASSISTANT VICE PRESIDENT direct 2001-05-01 2007-09-25
MCKINLEY CAPITAL MANAGEMENT, LLC ASSISTANT VICE PRESIDENT, DIRECTOR OF HUMAN RESOURCES direct 2001-05-01 2016-07-01
GILLAM, ROBERT, ARTHUR PRESIDENT (04/17), CIO (1/08), DIRECTOR (SEE SCHEDULE D-MISC) 04/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT INC DIRECTOR direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT, LLC SR V.P (08/06), DIRECTOR (03/04), CIO (01/08) direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT INC SR V.P (08/06), DIRECTOR (03/04) direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT INC V.P (09/04), DIRECTOR (03/04) direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT INC SR V.P (08/06), DIRECTOR (03/04), CIO 01/08 direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT, LLC SR V.P (08/06)/DIRECTOR (03/04)/ CIO (01/08)/ TTEE MCM VOTING TR/TTEE ROB A GILLAM FAMILY SUB TR/SHAREHOLDER (SEE SCHED D-MISC) direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., CIO (1/08), DIRECTOR (SEE SCHEDULE D-MISC) direct 2006-08-01
MCKINLEY CAPITAL MANAGEMENT, LLC TRUSTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST (SEE SCHEDULE D-MISC) indirect 2008-11-01
MCKINLEY CAPITAL MANAGEMENT, LLC TTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST/SHAREHOLDER (SEE SCHED D-MISC) indirect 2008-11-01
MCKINLEY CAPITAL MANAGEMENT, LLC PRESIDENT (04/17), CIO (1/08), DIRECTOR (SEE SCHEDULE D-MISC) direct 2017-04-01
MCKINLEY CAPITAL MANAGEMENT, INC. MEMBER (SEE SCHEDULE D-MISC) 11/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC MEMBER (SEE SCHEDULE D-MISC) direct 2008-11-01
KEMPPEL, DENALI, ANN CHIEF OPERATING OFFICER (2015) VP (2016) 09/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC CHIEF OPERATING OFFICER direct 2015-09-01
MCKINLEY CAPITAL MANAGEMENT, LLC CHIEF OPERATING OFFICER (2015) VP (2016) direct 2015-09-01
LAMB, DEBORAH, ANNE CHIEF COMPLIANCE OFFICER 07/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2008-07-01
MCKINLEY CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2016-07-01
TRUSCO CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2003-03-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC CHIEF COMPLIANCE OFFICER direct 2012-12-01
DIVIDEND ASSETS CAPITAL, LLC CCO AND OFFICER direct 2015-06-01
DIVIDEND ASSETS CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2015-06-01
PARAMETRIC RISK ADVISORS LLC CHIEF COMPLIANCE OFFICER direct 2013-03-01
ROBERT B. GILLAM REVOCABLE TRUST, ROBERT B. GILLAM TRUSTEE SHAREHOLDER (SEE SCHEDULE D-MISC) MCKINLEY CAPITAL MANAGEMENT, INC. 11/01/2003 Indirect 75% or more
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC SHAREHOLDER (SEE SCHEDULE D-MISC) indirect 2003-11-01
GILLAM, ROBERT, BYRON TRUSTEE ROBERT B. GILLAM REVOCABLE TRUST AND MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST (SEE SCHEDULE D-MISC) MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST--ROBERT B. GILLAM REVOCABLE TRUST 12/01/1999 Indirect Other
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC CHIEF EXECUTIVE OFFICER, DIRECTOR (SEE SCHEDULE D-MISC) direct 1991-03-01
MCKINLEY CAPITAL MANAGEMENT, LLC TRUSTEE ROBERT B. GILLAM REVOCABLE TRUST AND MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST (SEE SCHEDULE D-MISC) indirect 1999-12-01
MCKINLEY CAPITAL MANAGEMENT INC PRESIDENT, DIRECTOR, CIO direct 1991-03-01 2003-03-11
MCKINLEY CAPITAL MANAGEMENT INC PRESIDENT, DIRECTOR, CIO, TRUSTEE AND SOLE BENEFICIARY direct 1991-03-01 2007-09-25
MCKINLEY CAPITAL MANAGEMENT INC PRESIDENT, DIRECTOR, CEO 1/08, TRUSTEE AND SOLE BENEFICIARY direct 1991-03-01 2008-07-08
MCKINLEY CAPITAL MANAGEMENT INC PRESIDENT, DIRECTOR, CEO (1/08), TRUSTEE AND SOLE BENEFICIARY direct 1991-03-01 2008-12-04
MCKINLEY CAPITAL MANAGEMENT INC TRUSTEE indirect 1999-12-01 2008-12-04
MCKINLEY CAPITAL MANAGEMENT, LLC TRUSTEE indirect 2003-11-01 2008-12-04
MCKINLEY CAPITAL MANAGEMENT, LLC PRES/ DIRECTOR/CEO (1/08), TTEE ROB B. GILLAM REV TR/TTEE MCKINLEY CAPITAL MGT, INC. VOTING TR /SHAREHOLDER(SEE SCHED D-MISC) direct 1991-03-01 2009-03-19
MCKINLEY CAPITAL MANAGEMENT, LLC TRUSTEE/SHAREHOLDER (SEE SCHED D-MISC) indirect 1999-12-01 2009-03-19
MCKINLEY CAPITAL MANAGEMENT, LLC PRES. CEO. (1/08), DIRECTOR (SEE SCHEDULE D-MISC) direct 1991-03-01 2011-04-04
MCKINLEY CAPITAL MANAGEMENT, LLC TRUSTEE ROBERT B. GILLAM REVOCABLE TRUST AND MCKINELY CAPITAL MANAGEMENT, INC. VOTING TRUST (SEE SCHEDULE D-MISC) indirect 1999-12-01 2015-09-29
MCKINLEY CAPITAL MANAGEMENT, LLC PRES., CEO, DIRECTOR (SEE SCHEDULE D-MISC) direct 1991-03-01 2016-07-01
MCCARREY, JAMES, LEWIS (J.L.) TRUSTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST/SHAREHOLDER (SEE SCHEDULE D-MISC) MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST 11/01/2008 Indirect Other
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC GENERAL COUNSEL, (1998); SR. VP (2006) direct 1998-03-01
MCKINLEY CAPITAL MANAGEMENT, LLC TRUSTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST/SHAREHOLDER (SEE SCHEDULE D-MISC) indirect 2008-11-01
MCKINLEY CAPITAL MANAGEMENT INC SENIOR COUNSEL direct 1998-03-01 2004-03-19
MCKINLEY CAPITAL MANAGEMENT INC GENERAL COUNSEL direct 1998-03-01 2006-04-06
MCKINLEY CAPITAL MANAGEMENT INC SR. VICE PRESIDENT (08/06), GENERAL COUNSEL (3/98) direct 1998-03-01 2007-09-25
MCKINLEY CAPITAL MANAGEMENT INC SR. VICE PRESIDENT (08/06), GENERAL COUNSEL (3/98), COO 01/08 direct 1998-03-01 2008-07-08
MCKINLEY CAPITAL MANAGEMENT, LLC SR. VICE PRESIDENT (08/06), GENERAL COUNSEL (3/98), COO (01/08) direct 1998-03-01 2008-12-04
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P. (08/06), GENERAL COUNSEL (3/98), COO (01/08)/ TTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST (SEE SCHED D-MISC) direct 1998-03-01 2009-03-19
MCKINLEY CAPITAL MANAGEMENT, LLC TTEE MCKINLEY CAPITAL MANAGEMENT, INC., VOTING TRUST (SEE SCHED D-MISC) indirect 2008-11-01 2009-03-19
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P. (8/06), GENERAL COUNSEL, COO (1/08) direct 1998-03-01 2011-04-04
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER (4/13), INTERIM CHIEF OPERATING OFFICER (1/15) direct 1998-03-01 2015-02-24
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER (4/13), CHIEF OPERATING OFFICER (1/15) direct 1998-03-01 2015-06-10
MCKINLEY CAPITAL MANAGEMENT, LLC TRUSTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST/SHAREHOLDER (SEE SCHEDULE D-MISC) indirect 2008-11-01 2015-09-29
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER (4/13) direct 1998-03-01 2016-04-15
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., GENERAL COUNSEL direct 1998-03-01 2016-07-01
GILLAM, ROBERT, ARTHUR TRUSTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST (SEE SCHEDULE D-MISC) MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST 11/01/2008 Indirect Other
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT INC DIRECTOR direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT, LLC SR V.P (08/06), DIRECTOR (03/04), CIO (01/08) direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT INC SR V.P (08/06), DIRECTOR (03/04) direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT INC V.P (09/04), DIRECTOR (03/04) direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT INC SR V.P (08/06), DIRECTOR (03/04), CIO 01/08 direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT, LLC SR V.P (08/06)/DIRECTOR (03/04)/ CIO (01/08)/ TTEE MCM VOTING TR/TTEE ROB A GILLAM FAMILY SUB TR/SHAREHOLDER (SEE SCHED D-MISC) direct 2004-03-01
MCKINLEY CAPITAL MANAGEMENT, LLC SR. V.P., CIO (1/08), DIRECTOR (SEE SCHEDULE D-MISC) direct 2006-08-01
MCKINLEY CAPITAL MANAGEMENT, LLC TRUSTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST (SEE SCHEDULE D-MISC) indirect 2008-11-01
MCKINLEY CAPITAL MANAGEMENT, LLC TTEE MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST/SHAREHOLDER (SEE SCHED D-MISC) indirect 2008-11-01
MCKINLEY CAPITAL MANAGEMENT, LLC PRESIDENT (04/17), CIO (1/08), DIRECTOR (SEE SCHEDULE D-MISC) direct 2017-04-01
MCKINLEY CAPITAL MANAGEMENT, INC. VOTING TRUST, ROBERT B. GILLAM, ROBERT A. GILLAM, J.L. MCCARREY, TTEES SHAREHOLDER (SEE SCHEDULE D - MISC) MCKINLEY CAPITAL MANAGEMENT, INC. 11/01/2008 Indirect 75% or more
Fund Name Position direct/indirect start date end date
MCKINLEY CAPITAL MANAGEMENT, LLC SHAREHOLDER (SEE SCHEDULE D - MISC) indirect 2008-11-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
MCKINLEY CAPITAL INTERNATIONAL GROWTH FUND, L.P. United States 805-9846083943 Other Private Fund COMMINGLED GROWTH EQUITY 236,409,118 1,000,000 Fund of Funds
MCKINLEY CAPITAL EMERGING MARKETS GROWTH FUND United States 805-4285608803 Other Private Fund COMMINGLED GROWTH EQUITY FUND 76,919,941 1,000,000
MCKINLEY CAPITAL NON-US SMALL CAP GROWTH FUND United States 805-4755335966 Other Private Fund COMMINGLED GROWTH EQUITY 311,157 1,000,000
MCKINLEY NON-U.S. (130/30) GROWTH FUND. L.P. United States 805-8989313187 Other Private Fund COMMINGLED GROWTH EQUITY FUND 159,938,617 5,000,000

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