SULLIVAN, BRUYETTE, SPEROS & BLANEY, LLC

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Sullivan, Bruyette, Speros & Blaney is based out of Mclean. Sullivan, Bruyette, Speros & Blaney is a large advisory firm with 1091 clients and discretionary assets under management (AUM) of $4,284,308,141 (Form ADV from 2019-05-01). Their last reported 13F filing for Q1 2020 included $1,427,635,000 in managed 13F securities and a top 10 holdings concentration of 75.4%. Sullivan, Bruyette, Speros & Blaney's largest holding is SPDR S&P 500 ETF Trust with shares held of 1,373,740. Sullivan, Bruyette, Speros & Blaney has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 16 13F filings

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03/31/2020

13F Activity

  • Market Value $1.428 Billion
  • Prior Market Value $1.797 Billion
  • New Purchases11 stocks
  • Additional Purchases94 stocks
  • Sold out of59 stocks
  • Reduced holdings in102 stocks
  • Top 10 Holdings % 75.40 %
  • Turnover % [1]:23.41%
  • Turnover Alt % [2]: 5.24 %
  • Time Held Top20:10.95 quarters
  • Time Held Top10:9.50 quarters
  • Time Held All:8.17 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2020

13F Sector Allocation Over Time

Portfolio Performance

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

Performance for Q1 2020: 27.32%
Performance Last 4 Quarters: -2.72%
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

SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC
8444 WESTPARK DRIVE SUITE 610
MCLEAN VA    22102-5123
Country: United States

Business Phone: 703-734-9300
Fax: 703-288-1650
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: VA
Number of employees: 66
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,REFERRAL COMPENSATION
Amount of client funds and securities: 1,613,900,000
Total Number of Clients: 1091
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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SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC

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

SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC

ownership team - last updated 2019-10-23
Name Title Start Date Direct/Indirect % Ownership
SULLIVAN, GREGORY, DONALD CO-CEO; PRINCIPAL 01/01/2003 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC PRESIDENT AND CEO; MANAGING DIRECTOR; CHAIRMAN direct 2003-01-01
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC MEMBER indirect 2016-04-01
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC PRESIDENT; DIRECTOR direct 1991-01-01 2002-10-14
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC PRESIDENT AND CEO; DIRECTOR direct 2003-01-01 2004-11-09
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC PRESIDENT AND CEO; MANAGING DIRECTOR direct 2003-01-01 2015-02-02
BRUYETTE, JAMES, JOSEPH CO-CEO; PRINCIPAL 01/01/2003 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC CHIEF FINANCIAL OFFICER / MANAGING DIRECTOR direct 2003-01-01
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC MEMBER indirect 2016-04-01
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC CHAIRMAN; DIRECTOR direct 1991-01-01 2002-10-14
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC MANAGING DIRECTOR; DIRECTOR direct 2003-01-01 2004-06-10
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC SECRETARY; MANAGING DIRECTOR direct 2003-01-01 2016-03-21
SPEROS, PETER, CHARLES PRESIDENT; SECRETARY; PRINCIPAL 01/01/2003 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC SECRETARY / MANAGING DIRECTOR direct 2003-01-01
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC EXECUTIVE VICE PRESIDENT; DIRECTOR direct 1991-01-01 2002-10-14
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC MANAGING DIRECTOR direct 2004-02-01 2015-02-02
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC MANAGING DIRECTOR direct 2003-01-01 2016-03-21
SBSB HOLDINGS LLC MANAGING MEMBER 04/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS, & BLAYNEY, LLC SOLE OWNER direct 2016-04-01
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC MANAGING MEMBER direct 2016-04-01
JOHANNESSEN, MARK, EDWARD PRINCIPAL 03/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC VICE PRESIDENT/ MANAGING DIRECTOR direct 2017-03-01
DUNNE, PATRICK, WILLIAM CHIEF FINANCIAL OFFICER; PRINCIPAL 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC CHIEF FINANCIAL OFFICER; PRINCIPAL direct 2019-01-01
INGRAM, GARY, DAVID CHIEF COMPLIANCE OFFICER 08/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC CHIEF COMPLIANCE OFFICER direct 2019-08-01
SULLIVAN, GREGORY, DONALD MEMBER SBSB HOLDINGS LLC 04/01/2016 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC PRESIDENT AND CEO; MANAGING DIRECTOR; CHAIRMAN direct 2003-01-01
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC MEMBER indirect 2016-04-01
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC PRESIDENT; DIRECTOR direct 1991-01-01 2002-10-14
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC PRESIDENT AND CEO; DIRECTOR direct 2003-01-01 2004-11-09
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC PRESIDENT AND CEO; MANAGING DIRECTOR direct 2003-01-01 2015-02-02

SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC

ownership team - last updated 2019-09-03
Name Title Start Date Direct/Indirect % Ownership
SULLIVAN, GREGORY, DONALD CO-CEO; PRINCIPAL 01/01/2003 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC PRESIDENT AND CEO; MANAGING DIRECTOR; CHAIRMAN direct 2003-01-01
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC MEMBER indirect 2016-04-01
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC PRESIDENT; DIRECTOR direct 1991-01-01 2002-10-14
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC PRESIDENT AND CEO; DIRECTOR direct 2003-01-01 2004-11-09
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC PRESIDENT AND CEO; MANAGING DIRECTOR direct 2003-01-01 2015-02-02
BRUYETTE, JAMES, JOSEPH CO-CEO; PRINCIPAL 01/01/2003 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC CHIEF FINANCIAL OFFICER / MANAGING DIRECTOR direct 2003-01-01
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC MEMBER indirect 2016-04-01
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC CHAIRMAN; DIRECTOR direct 1991-01-01 2002-10-14
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC MANAGING DIRECTOR; DIRECTOR direct 2003-01-01 2004-06-10
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC SECRETARY; MANAGING DIRECTOR direct 2003-01-01 2016-03-21
SPEROS, PETER, CHARLES PRESIDENT; SECRETARY; PRINCIPAL 01/01/2003 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC SECRETARY / MANAGING DIRECTOR direct 2003-01-01
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC EXECUTIVE VICE PRESIDENT; DIRECTOR direct 1991-01-01 2002-10-14
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC MANAGING DIRECTOR direct 2004-02-01 2015-02-02
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC MANAGING DIRECTOR direct 2003-01-01 2016-03-21
SBSB HOLDINGS LLC MANAGING MEMBER 04/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS, & BLAYNEY, LLC SOLE OWNER direct 2016-04-01
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC MANAGING MEMBER direct 2016-04-01
JOHANNESSEN, MARK, EDWARD PRINCIPAL 03/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC VICE PRESIDENT/ MANAGING DIRECTOR direct 2017-03-01
DUNNE, PATRICK, WILLIAM CHIEF FINANCIAL OFFICER; PRINCIPAL 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC CHIEF FINANCIAL OFFICER; PRINCIPAL direct 2019-01-01
INGRAM, GARY, DAVID CHIEF COMPLIANCE OFFICER 08/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC CHIEF COMPLIANCE OFFICER direct 2019-08-01
SULLIVAN, GREGORY, DONALD MEMBER SBSB HOLDINGS LLC 04/01/2016 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC PRESIDENT AND CEO; MANAGING DIRECTOR; CHAIRMAN direct 2003-01-01
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC MEMBER indirect 2016-04-01
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC PRESIDENT; DIRECTOR direct 1991-01-01 2002-10-14
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC PRESIDENT AND CEO; DIRECTOR direct 2003-01-01 2004-11-09
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC PRESIDENT AND CEO; MANAGING DIRECTOR direct 2003-01-01 2015-02-02

SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC

ownership team - last updated 2019-06-28
Name Title Start Date Direct/Indirect % Ownership
LELLIS, MARTINE, ELIZABETH CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER 04/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC CHIEF OPERATING OFFICER direct 2011-02-01
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC CHIEF OPERATING OFFICER direct 2012-10-01
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER direct 2016-04-01
SULLIVAN, GREGORY, DONALD CO-CEO; PRINCIPAL 01/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC PRESIDENT AND CEO; MANAGING DIRECTOR; CHAIRMAN direct 2003-01-01
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC MEMBER indirect 2016-04-01
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC PRESIDENT; DIRECTOR direct 1991-01-01 2002-10-14
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC PRESIDENT AND CEO; DIRECTOR direct 2003-01-01 2004-11-09
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC PRESIDENT AND CEO; MANAGING DIRECTOR direct 2003-01-01 2015-02-02
BRUYETTE, JAMES, JOSEPH CO-CEO; PRINCIPAL 01/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC CHIEF FINANCIAL OFFICER / MANAGING DIRECTOR direct 2003-01-01
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC MEMBER indirect 2016-04-01
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC CHAIRMAN; DIRECTOR direct 1991-01-01 2002-10-14
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC MANAGING DIRECTOR; DIRECTOR direct 2003-01-01 2004-06-10
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC SECRETARY; MANAGING DIRECTOR direct 2003-01-01 2016-03-21
SPEROS, PETER, CHARLES PRESIDENT; SECRETARY; PRINCIPAL 01/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC SECRETARY / MANAGING DIRECTOR direct 2003-01-01
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC EXECUTIVE VICE PRESIDENT; DIRECTOR direct 1991-01-01 2002-10-14
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC MANAGING DIRECTOR direct 2004-02-01 2015-02-02
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC MANAGING DIRECTOR direct 2003-01-01 2016-03-21
SBSB HOLDINGS LLC MANAGING MEMBER 04/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS, & BLAYNEY, LLC SOLE OWNER direct 2016-04-01
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC MANAGING MEMBER direct 2016-04-01
JOHANNESSEN, MARK, EDWARD VICE PRESIDENT/ PRINCIPAL 03/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC VICE PRESIDENT/ MANAGING DIRECTOR direct 2017-03-01
DUNNE, PATRICK, WILLIAM CHIEF FINANCIAL OFFICER; PRINCIPAL 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC CHIEF FINANCIAL OFFICER; PRINCIPAL direct 2019-01-01
SULLIVAN, GREGORY, DONALD MEMBER SBSB HOLDINGS LLC 04/01/2016 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC PRESIDENT AND CEO; MANAGING DIRECTOR; CHAIRMAN direct 2003-01-01
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC MEMBER indirect 2016-04-01
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC PRESIDENT; DIRECTOR direct 1991-01-01 2002-10-14
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC PRESIDENT AND CEO; DIRECTOR direct 2003-01-01 2004-11-09
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC PRESIDENT AND CEO; MANAGING DIRECTOR direct 2003-01-01 2015-02-02

SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC

ownership team - last updated 2019-03-21
Name Title Start Date Direct/Indirect % Ownership
SULLIVAN, GREGORY, DONALD CO-CEO; PRINCIPAL 01/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC PRESIDENT AND CEO; MANAGING DIRECTOR; CHAIRMAN direct 2003-01-01
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC MEMBER indirect 2016-04-01
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC PRESIDENT; DIRECTOR direct 1991-01-01 2002-10-14
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC PRESIDENT AND CEO; DIRECTOR direct 2003-01-01 2004-11-09
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC PRESIDENT AND CEO; MANAGING DIRECTOR direct 2003-01-01 2015-02-02
BRUYETTE, JAMES, JOSEPH CO-CEO; PRINCIPAL 01/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC CHIEF FINANCIAL OFFICER / MANAGING DIRECTOR direct 2003-01-01
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC MEMBER indirect 2016-04-01
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC CHAIRMAN; DIRECTOR direct 1991-01-01 2002-10-14
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC MANAGING DIRECTOR; DIRECTOR direct 2003-01-01 2004-06-10
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC SECRETARY; MANAGING DIRECTOR direct 2003-01-01 2016-03-21
SPEROS, PETER, CHARLES PRESIDENT; SECRETARY; PRINCIPAL 01/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC SECRETARY / MANAGING DIRECTOR direct 2003-01-01
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC EXECUTIVE VICE PRESIDENT; DIRECTOR direct 1991-01-01 2002-10-14
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC MANAGING DIRECTOR direct 2004-02-01 2015-02-02
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC MANAGING DIRECTOR direct 2003-01-01 2016-03-21
LELLIS, MARTINE, ELIZABETH CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER 04/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC CHIEF OPERATING OFFICER direct 2011-02-01
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC CHIEF OPERATING OFFICER direct 2012-10-01
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER direct 2016-04-01
SBSB HOLDINGS LLC MANAGING MEMBER 04/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS, & BLAYNEY, LLC SOLE OWNER direct 2016-04-01
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC MANAGING MEMBER direct 2016-04-01
JOHANNESSEN, MARK, EDWARD VICE PRESIDENT/ PRINCIPAL 03/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC VICE PRESIDENT/ MANAGING DIRECTOR direct 2017-03-01
DUNNE, PATRICK, WILLIAM CHIEF FINANCIAL OFFICER; PRINCIPAL 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC CHIEF FINANCIAL OFFICER; PRINCIPAL direct 2019-01-01
SULLIVAN, GREGORY, DONALD MEMBER SBSB HOLDINGS LLC 04/01/2016 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC PRESIDENT AND CEO; MANAGING DIRECTOR; CHAIRMAN direct 2003-01-01
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC MEMBER indirect 2016-04-01
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC PRESIDENT; DIRECTOR direct 1991-01-01 2002-10-14
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC PRESIDENT AND CEO; DIRECTOR direct 2003-01-01 2004-11-09
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC PRESIDENT AND CEO; MANAGING DIRECTOR direct 2003-01-01 2015-02-02

SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC

ownership team - last updated 2018-12-12
Name Title Start Date Direct/Indirect % Ownership
SULLIVAN, GREGORY, DONALD PRESIDENT AND CEO; PRINCIPAL; CHAIRMAN 01/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC PRESIDENT AND CEO; MANAGING DIRECTOR; CHAIRMAN direct 2003-01-01
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC MEMBER indirect 2016-04-01
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC PRESIDENT; DIRECTOR direct 1991-01-01 2002-10-14
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC PRESIDENT AND CEO; DIRECTOR direct 2003-01-01 2004-11-09
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC PRESIDENT AND CEO; MANAGING DIRECTOR direct 2003-01-01 2015-02-02
BRUYETTE, JAMES, JOSEPH CHIEF FINANCIAL OFFICER / PRINCIPAL 01/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC CHIEF FINANCIAL OFFICER / MANAGING DIRECTOR direct 2003-01-01
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC MEMBER indirect 2016-04-01
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC CHAIRMAN; DIRECTOR direct 1991-01-01 2002-10-14
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC MANAGING DIRECTOR; DIRECTOR direct 2003-01-01 2004-06-10
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC SECRETARY; MANAGING DIRECTOR direct 2003-01-01 2016-03-21
SPEROS, PETER, CHARLES SECRETARY / PRINCIPAL 01/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC SECRETARY / MANAGING DIRECTOR direct 2003-01-01
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC EXECUTIVE VICE PRESIDENT; DIRECTOR direct 1991-01-01 2002-10-14
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC MANAGING DIRECTOR direct 2004-02-01 2015-02-02
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC MANAGING DIRECTOR direct 2003-01-01 2016-03-21
LELLIS, MARTINE, ELIZABETH CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER 04/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC CHIEF OPERATING OFFICER direct 2011-02-01
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC CHIEF OPERATING OFFICER direct 2012-10-01
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER direct 2016-04-01
SBSB HOLDINGS LLC MANAGING MEMBER 04/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS, & BLAYNEY, LLC SOLE OWNER direct 2016-04-01
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC MANAGING MEMBER direct 2016-04-01
JOHANNESSEN, MARK, EDWARD VICE PRESIDENT/ PRINCIPAL 03/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC VICE PRESIDENT/ MANAGING DIRECTOR direct 2017-03-01
SULLIVAN, GREGORY, DONALD MEMBER SBSB HOLDINGS LLC 04/01/2016 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC PRESIDENT AND CEO; MANAGING DIRECTOR; CHAIRMAN direct 2003-01-01
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC MEMBER indirect 2016-04-01
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC PRESIDENT; DIRECTOR direct 1991-01-01 2002-10-14
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC PRESIDENT AND CEO; DIRECTOR direct 2003-01-01 2004-11-09
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC PRESIDENT AND CEO; MANAGING DIRECTOR direct 2003-01-01 2015-02-02

SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC

ownership team - last updated 2018-04-26
Name Title Start Date Direct/Indirect % Ownership
SPEROS, PETER, CHARLES SECRETARY / PRINCIPAL 01/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC SECRETARY / MANAGING DIRECTOR direct 2003-01-01
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC EXECUTIVE VICE PRESIDENT; DIRECTOR direct 1991-01-01 2002-10-14
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC MANAGING DIRECTOR direct 2004-02-01 2015-02-02
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC MANAGING DIRECTOR direct 2003-01-01 2016-03-21
SULLIVAN, GREGORY, DONALD PRESIDENT AND CEO; PRINCIPAL; CHAIRMAN 01/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC PRESIDENT AND CEO; MANAGING DIRECTOR; CHAIRMAN direct 2003-01-01
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC MEMBER indirect 2016-04-01
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC PRESIDENT; DIRECTOR direct 1991-01-01 2002-10-14
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC PRESIDENT AND CEO; DIRECTOR direct 2003-01-01 2004-11-09
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC PRESIDENT AND CEO; MANAGING DIRECTOR direct 2003-01-01 2015-02-02
BRUYETTE, JAMES, JOSEPH CHIEF FINANCIAL OFFICER / PRINCIPAL 01/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC CHIEF FINANCIAL OFFICER / MANAGING DIRECTOR direct 2003-01-01
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC MEMBER indirect 2016-04-01
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC CHAIRMAN; DIRECTOR direct 1991-01-01 2002-10-14
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC MANAGING DIRECTOR; DIRECTOR direct 2003-01-01 2004-06-10
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC SECRETARY; MANAGING DIRECTOR direct 2003-01-01 2016-03-21
LELLIS, MARTINE, ELIZABETH CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER 04/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC CHIEF OPERATING OFFICER direct 2011-02-01
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC CHIEF OPERATING OFFICER direct 2012-10-01
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER direct 2016-04-01
SBSB HOLDINGS LLC MANAGING MEMBER 04/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS, & BLAYNEY, LLC SOLE OWNER direct 2016-04-01
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC MANAGING MEMBER direct 2016-04-01
JOHANNESSEN, MARK, EDWARD VICE PRESIDENT/ PRINCIPAL 03/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC VICE PRESIDENT/ MANAGING DIRECTOR direct 2017-03-01
SULLIVAN, GREGORY, DONALD MEMBER SBSB HOLDINGS LLC 04/01/2016 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC PRESIDENT AND CEO; MANAGING DIRECTOR; CHAIRMAN direct 2003-01-01
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC MEMBER indirect 2016-04-01
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC PRESIDENT; DIRECTOR direct 1991-01-01 2002-10-14
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC PRESIDENT AND CEO; DIRECTOR direct 2003-01-01 2004-11-09
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC PRESIDENT AND CEO; MANAGING DIRECTOR direct 2003-01-01 2015-02-02
BRUYETTE, JAMES, JOSEPH MEMBER SBSB HOLDINGS LLC 04/01/2016 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC CHIEF FINANCIAL OFFICER / MANAGING DIRECTOR direct 2003-01-01
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC MEMBER indirect 2016-04-01
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC CHAIRMAN; DIRECTOR direct 1991-01-01 2002-10-14
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC MANAGING DIRECTOR; DIRECTOR direct 2003-01-01 2004-06-10
SULLIVAN BRUYETTE SPEROS & BLAYNEY INC SECRETARY; MANAGING DIRECTOR direct 2003-01-01 2016-03-21

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