MIDDLETON & COMPANY INC.
CRD #104549 SEC #801-21247 BOSTON, MA (617)357-5101
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
15
Clients
--
Accounts
602
Firm Details
- Organization Type
- Corporation
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOWERS, DOROTHY, ADRIENNE | I | CHIEF OPERATING OFFICER | NA | Control |
| BOWERS, DOROTHY, ADRIENNE | I | CHIEF OPERATING OFFICER | NA | Control |
| BOWERS, DOROTHY, ADRIENNE | I | CHIEF OPERATING OFFICER | NA | Control |
| BOWERS, DOROTHY, ADRIENNE | I | CHIEF OPERATING OFFICER | NA | Control |
| BRUCH, ROBERT, GUY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BRUCH, ROBERT, GUY | I | MANAGING DIRECTOR | NA | Control |
| BRUCH, ROBERT, GUY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BRUCH, ROBERT, GUY | I | MANAGING DIRECTOR | NA | Control |
| BRUCH, ROBERT, GUY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BRUCH, ROBERT, GUY | I | MANAGING DIRECTOR | NA | Control |
| BRUCH, ROBERT, GUY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BRUCH, ROBERT, GUY | I | MANAGING DIRECTOR | NA | Control |
| BRUCH, ROBERT, GUY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BRUCH, ROBERT, GUY | I | MANAGING DIRECTOR | NA | Control |
| BRUCH, ROBERT, GUY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BRUCH, ROBERT, GUY | I | MANAGING DIRECTOR | NA | Control |
| BRUCH, ROBERT, GUY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BRUCH, ROBERT, GUY | I | MANAGING DIRECTOR | NA | Control |
| BRUCH, ROBERT, GUY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BRUCH, ROBERT, GUY | I | MANAGING DIRECTOR | NA | Control |
| BRUCH, ROBERT, GUY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BRUCH, ROBERT, GUY | I | MANAGING DIRECTOR | NA | Control |
| GUTTERSON, ERIC N. | DE | MANAGING DIRECTOR | NA | |
| GUTTERSON, ERIC N. | DE | MANAGING DIRECTOR | NA | |
| GUTTERSON, ERIC N. | DE | MANAGING DIRECTOR | NA | |
| GUTTERSON, ERIC N. | DE | MANAGING DIRECTOR | NA | |
| GUTTERSON, ERIC N. | DE | MANAGING DIRECTOR | NA | |
| GUTTERSON, ERIC N. | DE | MANAGING DIRECTOR | NA | |
| GUTTERSON, ERIC, NORMAN | I | MANAGING DIRECTOR; DIRECTOR | NA | Control |
| GUTTERSON, ERIC, NORMAN | I | MANAGING DIRECTOR | NA | Control |
| GUTTERSON, ERIC, NORMAN | I | MANAGING DIRECTOR; DIRECTOR | NA | Control |
| GUTTERSON, ERIC, NORMAN | I | MANAGING DIRECTOR; DIRECTOR | NA | Control |
| GUTTERSON, ERIC, NORMAN | I | MANAGING DIRECTOR; DIRECTOR | NA | Control |
| GUTTERSON, ERIC, NORMAN | I | MANAGING DIRECTOR; DIRECTOR | NA | Control |
| GUTTERSON, ERIC, NORMAN | I | MANAGING DIRECTOR; DIRECTOR | NA | Control |
| GUTTERSON, ERIC, NORMAN | I | MANAGING DIRECTOR; DIRECTOR | NA | Control |
| GUTTERSON, ERIC, NORMAN | I | MANAGING DIRECTOR; DIRECTOR | NA | Control |
| GUTTERSON, ERIC, NORMAN | I | MANAGING DIRECTOR; DIRECTOR | NA | Control |
| HIBBARD, STEPHEN, TODD | I | DIRECTOR | NA | Control |
| MCCORMACK, MARIA | I | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR;DIRECTOR | NA | Control |
| MCCORMACK, MARIA | I | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR | NA | Control |
| MCCORMACK, MARIA | I | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR | NA | Control |
| MCCORMACK, MARIA | I | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR | NA | Control |
| MCCORMACK, MARIA | I | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR | NA | Control |
| MCCORMACK, MARIA | I | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR | NA | Control |
| MCCORMACK, MARIA | I | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR | NA | Control |
| MCCORMACK, MARIA | I | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR | NA | Control |
| MCCORMACK, MARIA | I | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR | NA | Control |
| MCCORMACK, MARIA | I | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR | NA | Control |
| MCCORMACK, MARIA | I | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR | NA | Control |
| MCCORMACK, MARIA | I | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR | NA | Control |
| MCCORMACK, MARIA | I | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR; DIRECTOR | NA | Control |
| MCCORMACK, MARIA | I | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR; DIRECTOR | NA | Control |
| MCCORMACK, MARIA | I | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR | NA | Control |
| MCCORMACK, MARIA | I | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR; DIRECTOR | NA | Control |
| MCCORMACK, MARIA | I | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR; DIRECTOR | NA | Control |
| MCCORMACK, MARIA | I | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR; DIRECTOR | NA | Control |
| MCCORMACK, MARIA | I | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR; DIRECTOR | NA | Control |
| MCCORMACK, MARIA | I | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR; DIRECTOR | NA | Control |
| MCCORMACK, MARIA | I | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR; DIRECTOR | NA | Control |
| MCCORMACK, MARIA | I | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR; DIRECTOR | NA | Control |
| MCCORMACK, MARIA | I | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR | NA | Control |
| MCCORMACK, MARIA | I | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR; DIRECTOR | NA | Control |
| MCCORMACK, MARIA | I | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR | NA | Control |
| MCCORMACK, MARIA | I | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR | NA | Control |
| MCCORMACK, MARIA | I | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR | NA | Control |
| MCCORMACK, MARIA | I | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR | NA | Control |
| MCCORMACK, MARIA | I | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR | NA | Control |
| MCCORMACK, MARIA | I | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR | NA | Control |
| MCCORMACK, MARIA | I | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR | NA | Control |
| MIDDLETON, THOMAS, MICHAEL | I | DIRECTOR, CHAIRMAN | NA | Control |
| MIDDLETON, THOMAS, MICHAEL | I | DIRECTOR, CHAIRMAN | NA | Control |
| MIDDLETON, THOMAS, MICHAEL | I | DIRECTOR, CHAIRMAN | NA | Control |
| MIDDLETON, THOMAS, MICHAEL | I | DIRECTOR, CHAIRMAN | NA | Control |
| MIDDLETON, THOMAS, MICHAEL | I | DIRECTOR, CHAIRMAN | NA | Control |
| MIDDLETON, THOMAS, MICHAEL | I | DIRECTOR, CHAIRMAN | NA | Control |
| MIDDLETON, THOMAS, MICHAEL | I | DIRECTOR, CHAIRMAN | NA | Control |
| MIDDLETON, THOMAS, MICHAEL | I | DIRECTOR, CHAIRMAN | NA | Control |
| MIDDLETON, THOMAS, MICHAEL | I | DIRECTOR, CHAIRMAN | NA | Control |
| MIDDLETON, THOMAS, MICHAEL | I | DIRECTOR, CHAIRMAN | NA | Control |
| MIDDLETON, THOMAS, MICHAEL | I | DIRECTOR, CHAIRMAN | NA | Control |
| SARGENT, JR., JOHN, K. | I | MANAGING DIRECTOR; DIRECTOR | NA | Control |
| SARGENT, JR., JOHN, K. | I | MANAGING DIRECTOR; DIRECTOR | NA | Control |
| SARGENT, JR., JOHN, K. | I | MANAGING DIRECTOR | NA | Control |
| SARGENT, JR., JOHN, K. | I | CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR; DIRECTOR | NA | Control |
| SARGENT, JR., JOHN, K. | I | CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR; DIRECTOR | NA | Control |
| SARGENT, JR., JOHN, K. | I | CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR; DIRECTOR | NA | Control |
| SARGENT, JR., JOHN, K. | I | MANAGING DIRECTOR | NA | Control |
| SARGENT, JR., JOHN, K. | I | CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR; DIRECTOR | NA | Control |
| SARGENT, JR., JOHN, K. | I | CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR; DIRECTOR | NA | Control |
| SARGENT, JR., JOHN, K. | I | MANAGING DIRECTOR | NA | Control |
| SARGENT, JR., JOHN, K. | I | MANAGING DIRECTOR | NA | Control |
| SARGENT, JR., JOHN, K. | I | CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR; DIRECTOR | NA | Control |
| SARGENT, JR., JOHN, K. | I | CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR; DIRECTOR | NA | Control |
| SARGENT, JR., JOHN, K. | I | CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR; DIRECTOR | NA | Control |
| SARGENT, JR., JOHN, K. | I | CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR | NA | Control |
| SARGENT, JR., JOHN, K. | I | CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR; DIRECTOR | NA | Control |
| SARGENT, JR., JOHN, K. | I | CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR | NA | Control |
| SARGENT, JR., JOHN, K. | I | CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR | NA | Control |
| SARGENT, JR., JOHN, K. | I | CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR | NA | Control |
| SARGENT, JR., JOHN, K. | I | CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR | NA | Control |
| SCOTTI, DONNA, MARIE | I | MANAGING DIRECTOR | NA | Control |
| WALSH, ALICE, KENNEY | I | BOARD CHAIRMAN; MANAGING DIRECTOR; DIRECTOR | NA | Control |
| WALSH, ALICE, KENNEY | I | BOARD CHAIRMAN; MANAGING DIRECTOR | NA | Control |
| WALSH, ALICE, KENNEY | I | BOARD CHAIRMAN; MANAGING DIRECTOR; DIRECTOR | NA | Control |
| WALSH, ALICE, KENNEY | I | BOARD CHAIRMAN; MANAGING DIRECTOR | NA | Control |
| WALSH, ALICE, KENNEY | I | BOARD CHAIRMAN; MANAGING DIRECTOR | NA | Control |
| WALSH, ALICE, KENNEY | I | BOARD CHAIRMAN; MANAGING DIRECTOR | NA | Control |
| WALSH, ALICE, KENNEY | I | BOARD CHAIRMAN; MANAGING DIRECTOR | NA | Control |
| MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | E | Control |
| MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | E | Control |
| MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | E | Control |
| MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | E | Control |
| MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | E | Control |
| MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | DE | TRUST | E | Control |
| MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | DE | TRUST | E | Control |
| MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | DE | TRUST | E | Control |
| MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | DE | TRUST | E | Control |
| MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | DE | TRUST | E | Control |
| MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | DE | TRUST | E | Control |
| MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | DE | TRUST | E | Control |
| MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | DE | TRUST | E | Control |
| MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | DE | TRUST | E | Control |
| MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | DE | TRUST | E | Control |
| MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | D | Control |
| MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | D | Control |
| MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | D | Control |
| MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | D | Control |
| MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | D | Control |
| MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | D | Control |
| MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | D | Control |
| MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | D | Control |
| MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | D | Control |
| MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | D | Control |
| MIDDLETON, THOMAS, MICHAEL | I | CHAIRMAN | D | Control |
| MIDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | D | Control |
| MIDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | D | Control |
| MIDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | D | Control |
| MIDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | D | Control |
| MIDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | D | Control |
| MIDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | D | Control |
| MIDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | D | Control |
| MIDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | D | Control |
| MIDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | D | Control |
| MIDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | D | Control |
| MIDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | D | Control |
| WIELAND, JOHN | I | PRESIDENT, CEO | C | Control |
| WIELAND, JOHN, W, | I | MANAGING DIRECTOR; DIRECTOR | C | Control |
| WIELAND, JOHN, W, | I | MANAGING DIRECTOR; DIRECTOR | C | Control |
| WIELAND, JOHN, W, | I | MANAGING DIRECTOR | C | Control |
| WIELAND, JOHN, W, | I | CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR; DIRECTOR | C | Control |
| WIELAND, JOHN, W, | I | CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR; DIRECTOR | C | Control |
| WIELAND, JOHN, W, | I | CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR; DIRECTOR | C | Control |
| WIELAND, JOHN, W, | I | MANAGING DIRECTOR | C | Control |
| WIELAND, JOHN, W, | I | CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR; DIRECTOR | C | Control |
| WIELAND, JOHN, W, | I | MANAGING DIRECTOR; DIRECTOR | C | Control |
| WIELAND, JOHN, W, | I | MANAGING DIRECTOR | C | Control |
| WIELAND, JOHN, W, | I | MANAGING DIRECTOR | C | Control |
| WIELAND, JOHN, W, | I | CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR; DIRECTOR | C | Control |
| WIELAND, JOHN, W, | I | CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR; DIRECTOR | C | Control |
| WIELAND, JOHN, W, | I | CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR; DIRECTOR | C | Control |
| HIBBARD, STEPHEN, TODD | I | CHIEF OPERATING OFFICER | B | Control |
| WIELAND, JOHN, W, | I | CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR; DIRECTOR | B | Control |
| WIELAND, JOHN, W, | I | CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR; DIRECTOR | B | Control |
| WIELAND, JOHN, W, | I | CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR; DIRECTOR | B | Control |
| WIELAND, JOHN, W, | I | MANAGING DIRECTOR; DIRECTOR | B | Control |
| WIELAND, JOHN, W, | I | CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR; DIRECTOR | B | Control |
| HIBBARD, STEPHEN, TODD | I | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR;DIRECTOR | A | Control |
| HIBBARD, STEPHEN, TODD | I | MANAGING DIRECTOR;DIRECTOR | A | Control |
| HIBBARD, STEPHEN, TODD | I | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR | A | Control |
| HIBBARD, STEPHEN, TODD | I | MANAGING DIRECTOR;DIRECTOR | A | Control |
| HIBBARD, STEPHEN, TODD | I | DIRECTOR | A | Control |
| HIBBARD, STEPHEN, TODD | I | DIRECTOR | A | Control |
| HIBBARD, STEPHEN, TODD | I | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR | A | Control |
| HIBBARD, STEPHEN, TODD | I | MANAGING DIRECTOR;DIRECTOR | A | Control |
| HIBBARD, STEPHEN, TODD | I | CHIEF EXECUTIVE OFFICER,MANAGING DIRECTOR;DIRECTOR | A | Control |
| HIBBARD, STEPHEN, TODD | I | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR | A | Control |
| HIBBARD, STEPHEN, TODD | I | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR | A | Control |
| HIBBARD, STEPHEN, TODD | I | DIRECTOR | A | Control |
| HIBBARD, STEPHEN, TODD | I | DIRECTOR | A | Control |
| SARGENT, JOHN, K. | I | CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR | A | Control |
| SARGENT, JOHN, K. | I | CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR | A | Control |
| SARGENT, JOHN, K. | I | CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR | A | Control |
| SARGENT, JR., JOHN, K. | I | CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR; DIRECTOR | A | Control |
| SARGENT, JR., JOHN, K. | I | CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR; DIRECTOR | A | Control |
| SARGENT, JR., JOHN, K. | I | CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR; DIRECTOR | A | Control |
| SARGENT, JR., JOHN, K. | I | CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR; DIRECTOR | A | Control |
| SARGENT, JR., JOHN, K. | I | CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR; DIRECTOR | A | Control |
| SARGENT, JR., JOHN, K. | I | CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR; DIRECTOR | A | Control |
| SARGENT, JR., JOHN, K. | I | CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR; DIRECTOR | A | Control |
| SARGENT, JR., JOHN, K. | I | CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR; DIRECTOR | A | Control |
| SARGENT, JR., JOHN, K. | I | CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR; DIRECTOR | A | Control |
| SARGENT, JR., JOHN, K. | I | CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR; DIRECTOR | A | Control |
| SARGENT, JR., JOHN, K. | I | CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR; DIRECTOR | A | Control |
| SARGENT, JR., JOHN, K. | I | CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR; DIRECTOR | A | Control |
| SARGENT, JR., JOHN, K. | I | CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR; DIRECTOR | A | Control |
| WALSH, ALICE, KENNEY | I | MANAGING DIRECTOR; DIRECTOR | A | Control |
| WALSH, ALICE, KENNEY | I | MANAGING DIRECTOR; DIRECTOR | A | Control |
| WALSH, ALICE, KENNEY | I | MANAGING DIRECTOR | A | Control |
| WALSH, ALICE, KENNEY | I | MANAGING DIRECTOR; DIRECTOR | A | Control |
| WALSH, ALICE, KENNEY | I | MANAGING DIRECTOR; DIRECTOR | A | Control |
| WALSH, ALICE, KENNEY | I | MANAGING DIRECTOR; DIRECTOR | A | Control |
| WALSH, ALICE, KENNEY | I | MANAGING DIRECTOR | A | Control |
| WALSH, ALICE, KENNEY | I | MANAGING DIRECTOR; DIRECTOR | A | Control |
| WALSH, ALICE, KENNEY | I | MANAGING DIRECTOR; DIRECTOR | A | Control |
| WALSH, ALICE, KENNEY | I | MANAGING DIRECTOR | A | Control |
| WALSH, ALICE, KENNEY | I | MANAGING DIRECTOR | A | Control |
| WALSH, ALICE, KENNEY | I | MANAGING DIRECTOR; DIRECTOR | A | Control |
| WALSH, ALICE, KENNEY | I | MANAGING DIRECTOR; DIRECTOR | A | Control |
| WALSH, ALICE, KENNEY | I | MANAGING DIRECTOR; DIRECTOR | A | Control |
| WALSH, ALICE, KENNEY | I | MANAGING DIRECTOR; DIRECTOR | A | Control |
| WALSH, ALICE, KENNEY | I | MANAGING DIRECTOR; DIRECTOR | A | Control |
| WALSH, ALICE, KENNEY | I | MANAGING DIRECTOR; DIRECTOR | A | Control |
| WALSH, ALICE, KENNEY | I | BOARD CHAIRMAN; MANAGING DIRECTOR; DIRECTOR | A | Control |
| WALSH, ALICE, KENNEY | I | BOARD CHAIRMAN; MANAGING DIRECTOR; DIRECTOR | A | Control |
| WALSH, ALICE, KENNEY | I | MANAGING DIRECTOR; DIRECTOR | A | Control |
| WALSH, ALICE, KENNEY | I | BOARD CHAIRMAN; MANAGING DIRECTOR; DIRECTOR | A | Control |
| WALSH, ALICE, KENNEY | I | BOARD CHAIRMAN; MANAGING DIRECTOR; DIRECTOR | A | Control |
| WALSH, ALICE, KENNEY | I | BOARD CHAIRMAN; MANAGING DIRECTOR; DIRECTOR | A | Control |
| WALSH, ALICE, KENNEY | I | BOARD CHAIRMAN; MANAGING DIRECTOR; DIRECTOR | A | Control |
| WALSH, ALICE, KENNEY | I | BOARD CHAIRMAN; MANAGING DIRECTOR; DIRECTOR | A | Control |
| WALSH, ALICE, KENNEY | I | BOARD CHAIRMAN; MANAGING DIRECTOR; DIRECTOR | A | Control |
| WALSH, ALICE, KENNEY | I | BOARD CHAIRMAN; MANAGING DIRECTOR | A | Control |
| WALSH, ALICE, KENNEY | I | BOARD CHAIRMAN; MANAGING DIRECTOR | A | Control |
| WALSH, ALICE, KENNEY | I | BOARD CHAIRMAN; MANAGING DIRECTOR | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MCCORMACK, MARIA | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | F | Control |
| MCCORMACK, MARIA | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | F | Control |
| MCCORMACK, MARIA | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | F | Control |
| MCCORMACK, MARIA | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | F | Control |
| MCCORMACK, MARIA | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | F | Control |
| MCCORMACK, MARIA | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | F | Control |
| MCCORMACK, MARIA | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | F | Control |
| MCCORMACK, MARIA | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | F | Control |
| MCCORMACK, MARIA | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | F | Control |
| MCCORMACK, MARIA | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | F | Control |
| MCCORMACK, MARIA | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | F | Control |
| MCCORMACK, MARIA | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | F | Control |
| MCCORMACK, MARIA | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | F | Control |
| MCCORMACK, MARIA | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | F | Control |
| MCCORMACK, MARIA | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | F | Control |
| MCCORMACK, MARIA | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | F | Control |
| SARGENT, JR., JOHN, K. | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSIP TRUST | F | Control |
| SARGENT, JR., JOHN, K. | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSIP TRUST | F | Control |
| SARGENT, JR., JOHN, K. | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSIP TRUST | F | Control |
| SARGENT, JR., JOHN, K. | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSIP TRUST | F | Control |
| SARGENT, JR., JOHN, K. | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSIP TRUST | F | Control |
| SARGENT, JR., JOHN, K. | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSIP TRUST | F | Control |
| SARGENT, JR., JOHN, K. | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSIP TRUST | F | Control |
| SARGENT, JR., JOHN, K. | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSIP TRUST | F | Control |
| SARGENT, JR., JOHN, K. | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSIP TRUST | F | Control |
| SARGENT, JR., JOHN, K. | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSIP TRUST | F | Control |
| SARGENT, JR., JOHN, K. | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSIP TRUST | F | Control |
| SARGENT, JR., JOHN, K. | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSIP TRUST | F | Control |
| SARGENT, JR., JOHN, K. | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSIP TRUST | F | Control |
| SARGENT, JR., JOHN, K. | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSIP TRUST | F | Control |
| SARGENT, JR., JOHN, K. | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSIP TRUST | F | Control |
| SARGENT, JR., JOHN, K. | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSIP TRUST | F | Control |
| SARGENT, JR., JOHN, K. | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSIP TRUST | F | Control |
| SARGENT, JR., JOHN, K. | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSIP TRUST | F | Control |
| SARGENT, JR., JOHN, K. | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSIP TRUST | F | Control |
| SARGENT, JR., JOHN, K. | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSIP TRUST | F | Control |
| SARGENT, JR., JOHN, K. | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSIP TRUST | F | Control |
| SARGENT, JR., JOHN, K. | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSIP TRUST | F | Control |
| SARGENT, JR., JOHN, K. | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSIP TRUST | F | Control |
| SARGENT, JR., JOHN, K. | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSIP TRUST | F | Control |
| SARGENT, JR., JOHN, K. | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSIP TRUST | F | Control |
| SARGENT, JR., JOHN, K. | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSIP TRUST | F | Control |
| SARGENT, JR., JOHN, K. | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSIP TRUST | F | Control |
| SARGENT, JR., JOHN, K. | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSIP TRUST | F | Control |
| SARGENT, JR., JOHN, K. | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSIP TRUST | F | Control |
| SARGENT, JR., JOHN, K. | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSIP TRUST | F | Control |
| SARGENT, JR., JOHN, K. | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSIP TRUST | F | Control |
| SARGENT, JR., JOHN, K. | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSIP TRUST | F | Control |
| SARGENT, JR., JOHN, K. | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSIP TRUST | F | Control |
| SARGENT, JR., JOHN, K. | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSIP TRUST | F | Control |
| WALSH, ALICE, KENNEY | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WALSH, ALICE, KENNEY | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WALSH, ALICE, KENNEY | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WALSH, ALICE, KENNEY | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WALSH, ALICE, KENNEY | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WALSH, ALICE, KENNEY | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WALSH, ALICE, KENNEY | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WALSH, ALICE, KENNEY | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WALSH, ALICE, KENNEY | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WALSH, ALICE, KENNEY | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WALSH, ALICE, KENNEY | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WALSH, ALICE, KENNEY | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WALSH, ALICE, KENNEY | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WALSH, ALICE, KENNEY | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WALSH, ALICE, KENNEY | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WALSH, ALICE, KENNEY | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WALSH, ALICE, KENNEY | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WALSH, ALICE, KENNEY | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WALSH, ALICE, KENNEY | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WALSH, ALICE, KENNEY | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WALSH, ALICE, KENNEY | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WALSH, ALICE, KENNEY | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WALSH, ALICE, KENNEY | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WALSH, ALICE, KENNEY | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WALSH, ALICE, KENNEY | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WALSH, ALICE, KENNEY | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WALSH, ALICE, KENNEY | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WALSH, ALICE, KENNEY | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WALSH, ALICE, KENNEY | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WALSH, ALICE, KENNEY | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WALSH, ALICE, KENNEY | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WALSH, ALICE, KENNEY | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WALSH, ALICE, KENNEY | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WALSH, ALICE, KENNEY | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WIELAND, JOHN, W, | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WIELAND, JOHN, W, | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WIELAND, JOHN, W, | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WIELAND, JOHN, W, | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WIELAND, JOHN, W, | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WIELAND, JOHN, W, | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WIELAND, JOHN, W, | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WIELAND, JOHN, W, | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WIELAND, JOHN, W, | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WIELAND, JOHN, W, | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WIELAND, JOHN, W, | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WIELAND, JOHN, W, | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WIELAND, JOHN, W, | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WIELAND, JOHN, W, | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WIELAND, JOHN, W, | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WIELAND, JOHN, W, | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WIELAND, JOHN, W, | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| WIELAND, JOHN, W, | I | MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
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Federal
IA
Mar 28, 2025 REGISTERED
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