HIGHLAND ASSOCIATES INC
CRD #104948 SEC #801-30248 BIRMINGHAM, AL 205-933-8664
SEC Registered Private Funds
Total AUM
$20.1B
Discretionary
$6.8B
Employees
20
Clients
0
Accounts
69
Firm Details
- Organization Type
- Corporation
- State of Formation
- Alabama
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 13, 2025
- Branch Offices
- 1
- LEI
- 5493004QIWM8VTDE0J98
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Craig, Hunter, West | I | MANAGING DIRECTOR | NA | Control |
| Craig, Hunter, West | I | MANAGING DIRECTOR | NA | Control |
| Craig, Hunter, West | I | MANAGING DIRECTOR | NA | Control |
| Craig, Hunter, West | I | MANAGING DIRECTOR | NA | Control |
| Craig, Hunter, West | I | MANAGING DIRECTOR | NA | Control |
| Craig, Hunter, West | I | MANAGING DIRECTOR | NA | Control |
| Craig, Hunter, West | I | MANAGING DIRECTOR | NA | Control |
| Craig, Hunter, West | I | MANAGING DIRECTOR | NA | Control |
| Craig, Hunter, West | I | MANAGING DIRECTOR | NA | Control |
| Craig, Hunter, West | I | MANAGING DIRECTOR | NA | Control |
| Craig, Hunter, West | I | MANAGING DIRECTOR | NA | Control |
| Craig, Hunter, West | I | MANAGING DIRECTOR | NA | Control |
| Craig, Hunter, West | I | MANAGING DIRECTOR | NA | Control |
| Craig, Hunter, West | I | MANAGING DIRECTOR | NA | Control |
| Craig, Hunter, West | I | MANAGING DIRECTOR | NA | Control |
| Craig, Hunter, West | I | MANAGING DIRECTOR | NA | Control |
| DANIEL, PAIGE, BRISCOE | I | DIRECTOR | NA | Control |
| DANIEL, PAIGE, BRISCOE | I | DIRECTOR | NA | Control |
| DANIEL, PAIGE, BRISCOE | I | DIRECTOR | NA | Control |
| DANIEL, PAIGE, BRISCOE | I | MANAGING DIRECTOR | NA | Control |
| DANIEL, PAIGE, BRISCOE | I | MANAGING DIRECTOR | NA | Control |
| DANIEL, PAIGE, BRISCOE | I | MANAGING DIRECTOR | NA | Control |
| DANIEL, PAIGE, BRISCOE | I | MANAGING DIRECTOR | NA | Control |
| DANIEL, PAIGE, BRISCOE | I | MANAGING DIRECTOR | NA | Control |
| DANIEL, PAIGE, BRISCOE | I | MANAGING DIRECTOR | NA | Control |
| DANIEL, PAIGE, BRISCOE | I | MANAGING DIRECTOR | NA | Control |
| DANIEL, PAIGE, BRISCOE | I | MANAGING DIRECTOR | NA | Control |
| DANIEL, PAIGE, BRISCOE | I | MANAGING DIRECTOR | NA | Control |
| DANIEL, PAIGE, BRISCOE | I | MANAGING DIRECTOR | NA | Control |
| DANIEL, PAIGE, BRISCOE | I | MANAGING DIRECTOR | NA | Control |
| DANIEL, PAIGE, BRISCOE | I | MANAGING DIRECTOR | NA | Control |
| DANIEL, PAIGE, BRISCOE | I | MANAGING DIRECTOR | NA | Control |
| DANIEL, PAIGE, BRISCOE | I | MANAGING DIRECTOR | NA | Control |
| DANIEL, PAIGE, BRISCOE | I | MANAGING DIRECTOR | NA | Control |
| DANIEL, PAIGE, BRISCOE | I | MANAGING DIRECTOR | NA | Control |
| DANIEL, PAIGE, BRISCOE | I | MANAGING DIRECTOR | NA | Control |
| DANIEL, PAIGE, BRISCOE | I | MANAGING DIRECTOR | NA | Control |
| DANIEL, PAIGE, BRISCOE | I | MANAGING DIRECTOR | NA | Control |
| DANIEL, PAIGE, BRISCOE | I | MANAGING DIRECTOR | NA | Control |
| DANIEL, PAIGE, BRISCOE | I | PRESIDENT | NA | Control |
| DANIEL, PAIGE, BRISCOE | I | PRESIDENT | NA | Control |
| DANIEL, PAIGE, BRISCOE | I | PRESIDENT | NA | Control |
| ECHOLS, JACK, W | I | PRESIDENT AND CEO | NA | Control |
| ECHOLS, JACK, W | I | PRESIDENT AND CEO | NA | Control |
| ECHOLS, JACK, W | I | PRESIDENT AND CEO | NA | Control |
| ECHOLS, JACK, W | I | PRESIDENT AND CEO | NA | Control |
| ECHOLS, JACK, W | I | PRESIDENT AND CEO | NA | Control |
| ECHOLS, JACK, W | I | PRESIDENT AND CEO | NA | Control |
| ECHOLS, JACK, W | I | PRESIDENT AND CEO | NA | Control |
| ECHOLS, JACK, W | I | PRESIDENT AND CEO | NA | Control |
| ECHOLS, JACK, W | I | PRESIDENT AND CEO | NA | Control |
| ECHOLS, JACK, W | I | PRESIDENT AND CEO | NA | Control |
| ECHOLS, JACK, W | I | PRESIDENT AND CEO | NA | Control |
| ECHOLS, JACK, W | I | PRESIDENT AND CEO | NA | Control |
| ECHOLS, JACK, W | I | PRESIDENT AND CEO | NA | Control |
| ECHOLS, JACK, W | I | PRESIDENT AND CEO | NA | Control |
| ECHOLS, JACK, W | I | PRESIDENT AND CEO | NA | Control |
| ECHOLS, JACK, W | I | PRESIDENT AND CEO | NA | Control |
| ECHOLS, JACK, W | I | PRESIDENT AND CEO | NA | Control |
| ECHOLS, JACK, W | I | PRESIDENT AND CEO | NA | Control |
| ECHOLS, JACK, W | I | PRESIDENT AND CEO | NA | Control |
| ECHOLS, JACK, W | I | PRESIDENT AND CEO | NA | Control |
| ECHOLS, JACK, W | I | PRESIDENT AND CEO | NA | Control |
| ECHOLS, JACK, W | I | PRESIDENT AND CEO | NA | Control |
| ECHOLS, JACK, W | I | PRESIDENT AND CEO | NA | Control |
| GRIMM, CHRISTIAN, CHARLES | I | MANAGING DIRECTOR | NA | Control |
| GRIMM, CHRISTIAN, CHARLES | I | MANAGING DIRECTOR | NA | Control |
| GRIMM, CHRISTIAN, CHARLES | I | MANAGING DIRECTOR | NA | Control |
| GRIMM, CHRISTIAN, CHARLES | I | MANAGING DIRECTOR | NA | Control |
| GRIMM, CHRISTIAN, CHARLES | I | MANAGING DIRECTOR | NA | Control |
| GRIMM, CHRISTIAN, CHARLES | I | MANAGING DIRECTOR | NA | Control |
| GRIMM, CHRISTIAN, CHARLES | I | MANAGING DIRECTOR | NA | Control |
| GRIMM, CHRISTIAN, CHARLES | I | MANAGING DIRECTOR | NA | Control |
| GRIMM, CHRISTIAN, CHARLES | I | MANAGING DIRECTOR | NA | Control |
| GRIMM, CHRISTIAN, CHARLES | I | MANAGING DIRECTOR | NA | Control |
| GRIMM, CHRISTIAN, CHARLES | I | MANAGING DIRECTOR | NA | Control |
| GRIMM, CHRISTIAN, CHARLES | I | MANAGING DIRECTOR | NA | Control |
| LYTLE, MICHAEL, THOMAS | I | DIRECTOR | NA | Control |
| LYTLE, MICHAEL, THOMAS | I | DIRECTOR | NA | Control |
| LYTLE, MICHAEL, THOMAS | I | DIRECTOR | NA | Control |
| LYTLE, MICHAEL, THOMAS | I | MANAGING DIRECTOR | NA | Control |
| LYTLE, MICHAEL, THOMAS | I | MANAGING DIRECTOR | NA | Control |
| LYTLE, MICHAEL, THOMAS | I | MANAGING DIRECTOR | NA | Control |
| LYTLE, MICHAEL, THOMAS | I | MANAGING DIRECTOR | NA | Control |
| LYTLE, MICHAEL, THOMAS | I | MANAGING DIRECTOR | NA | Control |
| LYTLE, MICHAEL, THOMAS | I | MANAGING DIRECTOR | NA | Control |
| PADGETT, SUSAN, L | I | DIRECTOR | NA | |
| PADGETT, SUSAN, L | I | DIRECTOR | NA | |
| PADGETT, SUSAN, L | I | DIRECTOR | NA | |
| PADGETT, SUSAN, L | I | DIRECTOR | NA | |
| PADGETT, SUSAN, L | I | DIRECTOR | NA | |
| PADGETT, SUSAN, L | I | DIRECTOR | NA | |
| PETERSON, JOHN, DEREK | I | MANAGING DIRECTOR | NA | Control |
| PETERSON, JOHN, DEREK | I | MANAGING DIRECTOR | NA | Control |
| PETERSON, JOHN, DEREK | I | MANAGING DIRECTOR | NA | Control |
| PETERSON, JOHN, DEREK | I | MANAGING DIRECTOR | NA | Control |
| PETERSON, JOHN, DEREK | I | MANAGING DIRECTOR | NA | Control |
| PETERSON, JOHN, DEREK | I | MANAGING DIRECTOR | NA | Control |
| PETERSON, JOHN, DEREK | I | MANAGING DIRECTOR | NA | Control |
| PETERSON, JOHN, DEREK | I | MANAGING DIRECTOR | NA | Control |
| PETERSON, JOHN, DEREK | I | MANAGING DIRECTOR | NA | Control |
| PETERSON, JOHN, DEREK | I | MANAGING DIRECTOR | NA | Control |
| PETERSON, JOHN, DEREK | I | MANAGING DIRECTOR | NA | Control |
| PETERSON, JOHN, DEREK | I | MANAGING DIRECTOR | NA | Control |
| PETERSON, JOHN, DEREK | I | MANAGING DIRECTOR | NA | Control |
| PETERSON, JOHN, DEREK | I | MANAGING DIRECTOR | NA | Control |
| PETERSON, JOHN, DEREK | I | MANAGING DIRECTOR | NA | Control |
| PETERSON, JOHN, DEREK | I | MANAGING DIRECTOR | NA | Control |
| PETERSON, JOHN, DEREK | I | MANAGING DIRECTOR | NA | Control |
| PETERSON, JOHN, DEREK | I | MANAGING DIRECTOR | NA | Control |
| PETERSON, JOHN, DEREK | I | MANAGING DIRECTOR | NA | Control |
| POE, AMANDA, HORNER | I | CCO | NA | |
| POE, AMANDA, HORNER | I | CCO | NA | |
| POE, AMANDA, HORNER | I | CCO | NA | |
| POE, AMANDA, HORNER | I | CCO | NA | |
| POE, AMANDA, HORNER | I | CCO | NA | |
| POE, AMANDA, HORNER | I | CCO | NA | |
| POE, AMANDA, HORNER | I | CCO | NA | |
| POE, AMANDA, HORNER | I | CCO | NA | |
| POE, AMANDA, HORNER | I | CCO | NA | |
| POE, AMANDA, HORNER | I | CCO | NA | |
| POE, AMANDA, HORNER | I | CCO | NA | |
| POE, AMANDA, HORNER | I | CCO | NA | |
| POE, AMANDA, HORNER | I | CCO | NA | |
| POE, AMANDA, HORNER | I | CCO | NA | |
| POE, AMANDA, HORNER | I | CCO | NA | |
| POE, AMANDA, HORNER | I | CCO | NA | |
| POE, AMANDA, HORNER | I | CCO | NA | |
| POE, AMANDA, HORNER | I | CCO | NA | |
| POE, AMANDA, HORNER | I | CCO | NA | |
| POE, AMANDA, HORNER | I | CCO | NA | |
| POE, AMANDA, HORNER | I | CCO | NA | |
| POE, AMANDA, HORNER | I | CCO | NA | |
| POE, AMANDA, HORNER | I | CCO | NA | |
| POE, AMANDA, HORNER | I | CCO | NA | |
| POE, AMANDA, HORNER | I | CCO | NA | |
| POE, AMANDA, HORNER | I | CCO | NA | |
| POE, AMANDA, HORNER | I | CCO | NA | |
| POE, AMANDA, HORNER | I | CCO | NA | |
| POE, AMANDA, HORNER | I | CCO | NA | |
| POE, AMANDA, HORNER | I | CCO | NA | |
| POE, AMANDA, HORNER | I | CCO | NA | |
| POE, AMANDA, HORNER | I | CCO | NA | |
| POE, AMANDA, HORNER | I | CCO | NA | |
| POE, AMANDA, HORNER | I | CCO | NA | |
| POE, AMANDA, HORNER | I | CCO | NA | |
| POE, AMANDA, HORNER | I | CCO | NA | |
| POE, AMANDA, HORNER | I | CCO | NA | |
| POE, AMANDA, HORNER | I | CCO | NA | |
| RALPH, ERIC, JASON | I | MANAGING DIRECTOR | NA | Control |
| RALPH, ERIC, JASON | I | MANAGING DIRECTOR | NA | Control |
| RALPH, ERIC, JASON | I | MANAGING DIRECTOR | NA | Control |
| RALPH, ERIC, JASON | I | MANAGING DIRECTOR | NA | Control |
| RALPH, ERIC, JASON | I | MANAGING DIRECTOR | NA | Control |
| RALPH, ERIC, JASON | I | MANAGING DIRECTOR | NA | Control |
| RALPH, ERIC, JASON | I | MANAGING DIRECTOR | NA | Control |
| RALPH, ERIC, JASON | I | MANAGING DIRECTOR | NA | Control |
| RALPH, ERIC, JASON | I | MANAGING DIRECTOR | NA | Control |
| RALPH, ERIC, JASON | I | MANAGING DIRECTOR | NA | Control |
| RALPH, ERIC, JASON | I | MANAGING DIRECTOR | NA | Control |
| RALPH, ERIC, JASON | I | MANAGING DIRECTOR | NA | Control |
| RALPH, ERIC, JASON | I | MANAGING DIRECTOR | NA | Control |
| RALPH, ERIC, JASON | I | MANAGING DIRECTOR | NA | Control |
| RALPH, ERIC, JASON | I | MANAGING DIRECTOR | NA | Control |
| RALPH, ERIC, JASON | I | MANAGING DIRECTOR | NA | Control |
| RALPH, ERIC, JASON | I | MANAGING DIRECTOR | NA | Control |
| RALPH, ERIC, JASON | I | MANAGING DIRECTOR | NA | Control |
| RALPH, ERIC, JASON | I | MANAGING DIRECTOR | NA | Control |
| RALPH, ERIC, JASON | I | MANAGING DIRECTOR | NA | Control |
| RALPH, ERIC, JASON | I | MANAGING DIRECTOR | NA | Control |
| RALPH, ERIC, JASON | I | MANAGING DIRECTOR | NA | Control |
| RALPH, ERIC, JASON | I | MANAGING DIRECTOR | NA | Control |
| RALPH, ERIC, JASON | I | MANAGING DIRECTOR | NA | Control |
| RALPH, ERIC, JASON | I | MANAGING DIRECTOR | NA | Control |
| RALPH, ERIC, JASON | I | MANAGING DIRECTOR | NA | Control |
| RALPH, ERIC, JASON | I | MANAGING DIRECTOR | NA | Control |
| RALPH, ERIC, JASON | I | MANAGING DIRECTOR | NA | Control |
| RICHARDS, MICHAEL, ELMER | I | VICE PRESIDENT | NA | |
| RICHARDS, MICHAEL, ELMER | I | VICE PRESIDENT | NA | |
| RICHARDS, MICHAEL, ELMER | I | VICE PRESIDENT | NA | |
| SEALOCK, SCOTT, WILLIAM | I | MANAGING DIRECTOR | NA | Control |
| SEALOCK, SCOTT, WILLIAM | I | MANAGING DIRECTOR | NA | Control |
| SEALOCK, SCOTT, WILLIAM | I | MANAGING DIRECTOR | NA | Control |
| SEALOCK, SCOTT, WILLIAM | I | MANAGING DIRECTOR | NA | Control |
| SEALOCK, SCOTT, WILLIAM | I | MANAGING DIRECTOR | NA | Control |
| SEALOCK, SCOTT, WILLIAM | I | MANAGING DIRECTOR | NA | Control |
| SEALOCK, SCOTT, WILLIAM | I | MANAGING DIRECTOR | NA | Control |
| SEALOCK, SCOTT, WILLIAM | I | MANAGING DIRECTOR | NA | Control |
| SEALOCK, SCOTT, WILLIAM | I | MANAGING DIRECTOR | NA | Control |
| THOMAS, JOHN, MICHAEL | I | DIRECTOR | NA | |
| THOMAS, JOHN, MICHAEL | I | DIRECTOR | NA | |
| THOMAS, JOHN, MICHAEL | I | DIRECTOR | NA | |
| THOMAS, JOHN, MICHAEL | I | DIRECTOR | NA | |
| THOMAS, JOHN, MICHAEL | I | DIRECTOR | NA | |
| THOMAS, JOHN, MICHAEL | I | DIRECTOR | NA | |
| WATTS, VIRGINIA, JOHNS | I | CHIEF COMPLIANCE OFFICER | NA | |
| WATTS, VIRGINIA, JOHNS | I | CHIEF COMPLIANCE OFFICER | NA | |
| REGIONS BANK | DE | DIRECT OWNER | E | Control |
| REGIONS BANK | DE | DIRECT OWNER | E | Control |
| REGIONS BANK | DE | DIRECT OWNER | E | Control |
| REGIONS BANK | DE | DIRECT OWNER | E | Control |
| REGIONS BANK | DE | DIRECT OWNER | E | Control |
| REGIONS BANK | DE | DIRECT OWNER | E | Control |
| REGIONS BANK | DE | DIRECT OWNER | E | Control |
| REGIONS BANK | DE | DIRECT OWNER | E | Control |
| REGIONS BANK | DE | DIRECT OWNER | E | Control |
| REGIONS BANK | DE | DIRECT OWNER | E | Control |
| REGIONS BANK | DE | DIRECT OWNER | E | Control |
| REGIONS BANK | DE | DIRECT OWNER | E | Control |
| REGIONS BANK | DE | DIRECT OWNER | E | Control |
| REGIONS BANK | DE | DIRECT OWNER | E | Control |
| REGIONS BANK | DE | DIRECT OWNER | E | Control |
| REGIONS BANK | DE | DIRECT OWNER | E | Control |
| REGIONS BANK | DE | DIRECT OWNER | E | Control |
| REGIONS BANK | DE | DIRECT OWNER | E | Control |
| REGIONS BANK | DE | DIRECT OWNER | E | Control |
| REGIONS BANK | DE | DIRECT OWNER | E | Control |
| REGIONS BANK | DE | DIRECT OWNER | E | Control |
| REGIONS BANK | DE | DIRECT OWNER | E | Control |
| REGIONS BANK | DE | DIRECT OWNER | E | Control |
| REGIONS BANK | DE | DIRECT OWNER | E | Control |
| REGIONS BANK | DE | DIRECT OWNER | E | Control |
| REGIONS BANK | DE | DIRECT OWNER | E | Control |
| MILLS, WILLIAM, THOMAS | I | DIRECTOR; PRESIDENT | C | Control |
| MILLS, WILLIAM, THOMAS | I | DIRECTOR; PRESIDENT | C | Control |
| MILLS, WILLIAM, THOMAS | I | DIRECTOR; PRESIDENT | C | Control |
| MILLS, WILLIAM, THOMAS | I | DIRECTOR; PRESIDENT | C | Control |
| MILLS, WILLIAM, THOMAS | I | DIRECTOR; PRESIDENT | C | Control |
| MILLS, WILLIAM, THOMAS | I | DIRECTOR; PRESIDENT | C | Control |
| MILLS, WILLIAM, THOMAS | I | DIRECTOR; PRESIDENT | C | Control |
| MILLS, WILLIAM, THOMAS | I | DIRECTOR; PRESIDENT | C | Control |
| MILLS, WILLIAM, THOMAS | I | DIRECTOR; PRESIDENT | C | Control |
| MILLS, WILLIAM, THOMAS | I | DIRECTOR; PRESIDENT | C | Control |
| MILLS, WILLIAM, THOMAS | I | DIRECTOR; PRESIDENT | C | Control |
| PERRY, CHARLES, DEBARDELEBEN | I | DIRECTOR; TREASURER | C | Control |
| PERRY, CHARLES, DEBARDELEBEN | I | DIRECTOR; TREASURER | C | Control |
| PERRY, CHARLES, DEBARDELEBEN | I | DIRECTOR; TREASURER | C | Control |
| PERRY, CHARLES, DEBARDELEBEN | I | DIRECTOR; TREASURER | C | Control |
| PERRY, CHARLES, DEBARDELEBEN | I | DIRECTOR; TREASURER | C | Control |
| PERRY, CHARLES, DEBARDELEBEN | I | DIRECTOR; TREASURER | C | Control |
| PERRY, CHARLES, DEBARDELEBEN | I | DIRECTOR; TREASURER | C | Control |
| PERRY, CHARLES, DEBARDELEBEN | I | DIRECTOR; TREASURER | C | Control |
| PERRY, CHARLES, DEBARDELEBEN | I | DIRECTOR; PRESIDENT | C | Control |
| PERRY, CHARLES, DEBARDELEBEN | I | PRINCIPAL | C | Control |
| PERRY, CHARLES, DEBARDELEBEN | I | DIRECTOR; PRESIDENT | C | Control |
| PERRY, CHARLES, DEBARDELEBEN | I | DIRECTOR; PRESIDENT | C | Control |
| PERRY, CHARLES, DEBARDELEBEN | I | DIRECTOR; TREASURER | C | Control |
| PERRY, CHARLES, DEBARDELEBEN | I | DIRECTOR; PRESIDENT | C | Control |
| PERRY, CHARLES, DEBARDELEBEN | I | CHAIRMAN | C | Control |
| PERRY, CHARLES, DEBARDELEBEN | I | PRINCIPAL | C | Control |
| PERRY, CHARLES, DEBARDELEBEN | I | PRINCIPAL | C | Control |
| PERRY, CHARLES, DEBARDELEBEN | I | CHAIRMAN | C | Control |
| PERRY, CHARLES, DEBARDELEBEN | I | CHAIRMAN | C | Control |
| PERRY, CHARLES, DEBARDELEBEN | I | CHAIRMAN | C | Control |
| PERRY, CHARLES, DEBARDELEBEN | I | CHAIRMAN | C | Control |
| PERRY, CHARLES, DEBARDELEBEN | I | CHAIRMAN | C | Control |
| PERRY, CHARLES, DEBARDELEBEN | I | CHAIRMAN | C | Control |
| PERRY, CHARLES, DEBARDELEBEN | I | CHAIRMAN | C | Control |
| PERRY, CHARLES, DEBARDELEBEN | I | CHAIRMAN | C | Control |
| PERRY, CHARLES, DEBARDELEBEN | I | CHAIRMAN | C | Control |
| TERRY, WILLIAM, ALEXANDER | I | DIRECTOR; SECRETARY;CHIEF COMPLIANCE OFFICER | C | Control |
| TERRY, WILLIAM, ALEXANDER | I | DIRECTOR; SECRETARY;CHIEF COMPLIANCE OFFICER | C | Control |
| TERRY, WILLIAM, ALEXANDER | I | DIRECTOR; SECRETARY | C | Control |
| TERRY, WILLIAM, ALEXANDER | I | DIRECTOR; SECRETARY;CHIEF COMPLIANCE OFFICER | C | Control |
| TERRY, WILLIAM, ALEXANDER | I | DIRECTOR; SECRETARY | C | Control |
| TERRY, WILLIAM, ALEXANDER | I | DIRECTOR; SECRETARY | C | Control |
| TERRY, WILLIAM, ALEXANDER | I | DIRECTOR; SECRETARY | C | Control |
| TERRY, WILLIAM, ALEXANDER | I | DIRECTOR; SECRETARY;CHIEF COMPLIANCE OFFICER | C | Control |
| TERRY, WILLIAM, ALEXANDER | I | DIRECTOR; SECRETARY;CHIEF COMPLIANCE OFFICER | C | Control |
| TERRY, WILLIAM, ALEXANDER | I | PRINCIPAL | C | Control |
| TERRY, WILLIAM, ALEXANDER | I | DIRECTOR; SECRETARY | C | Control |
| TERRY, WILLIAM, ALEXANDER | I | DIRECTOR; SECRETARY;CHIEF COMPLIANCE OFFICER | C | Control |
| TERRY, WILLIAM, ALEXANDER | I | DIRECTOR; SECRETARY;CHIEF COMPLIANCE OFFICER | C | Control |
| TERRY, WILLIAM, ALEXANDER | I | DIRECTOR; SECRETARY;CHIEF COMPLIANCE OFFICER | C | Control |
| TERRY, WILLIAM, ALEXANDER | I | CHAIRMAN | C | Control |
| TERRY, WILLIAM, ALEXANDER | I | PRINCIPAL | C | Control |
| TERRY, WILLIAM, ALEXANDER | I | PRINCIPAL | C | Control |
| TERRY, WILLIAM, ALEXANDER | I | CHAIRMAN | C | Control |
| TERRY, WILLIAM, ALEXANDER | I | CHAIRMAN | C | Control |
| TERRY, WILLIAM, ALEXANDER | I | CHAIRMAN | C | Control |
| TERRY, WILLIAM, ALEXANDER | I | CHAIRMAN | C | Control |
| TERRY, WILLIAM, ALEXANDER | I | CHAIRMAN | C | Control |
| TERRY, WILLIAM, ALEXANDER | I | CHAIRMAN | C | Control |
| TERRY, WILLIAM, ALEXANDER | I | CHAIRMAN | C | Control |
| TERRY, WILLIAM, ALEXANDER | I | CHAIRMAN | C | Control |
| TERRY, WILLIAM, ALEXANDER | I | CHAIRMAN | C | Control |
| PERRY, CHARLES, DEBARDELEBEN | I | DIRECTOR; TREASURER | B | Control |
| PERRY, CHARLES, DEBARDELEBEN | I | DIRECTOR; TREASURER | B | Control |
| TERRY, WILLIAM, ALEXANDER | I | DIRECTOR; SECRETARY;CHIEF COMPLIANCE OFFICER | B | Control |
| TERRY, WILLIAM, ALEXANDER | I | DIRECTOR; SECRETARY;CHIEF COMPLIANCE OFFICER | B | Control |
| DANIEL, PAIGE, BRISCOE | I | PRINCIPAL | A | Control |
| DANIEL, PAIGE, BRISCOE | I | MANAGING DIRECTOR | A | Control |
| DANIEL, PAIGE, BRISCOE | I | PRINCIPAL | A | Control |
| DANIEL, PAIGE, BRISCOE | I | PRINCIPAL | A | Control |
| DANIEL, PAIGE, BRISCOE | I | MANAGING DIRECTOR | A | Control |
| DANIEL, PAIGE, BRISCOE | I | MANAGING DIRECTOR | A | Control |
| DANIEL, PAIGE, BRISCOE | I | MANAGING DIRECTOR | A | Control |
| DANIEL, PAIGE, BRISCOE | I | MANAGING DIRECTOR | A | Control |
| DANIEL, PAIGE, BRISCOE | I | MANAGING DIRECTOR | A | Control |
| DANIEL, PAIGE, BRISCOE | I | MANAGING DIRECTOR | A | Control |
| DANIEL, PAIGE, BRISCOE | I | MANAGING DIRECTOR | A | Control |
| DANIEL, PAIGE, BRISCOE | I | MANAGING DIRECTOR | A | Control |
| DANIEL, PAIGE, BRISCOE | I | MANAGING DIRECTOR | A | Control |
| DOODY, JOHN, ROBERT | I | VICE PRESIDENT/COO | A | Control |
| DOODY, JOHN, ROBERT | I | VICE PRESIDENT/COO | A | Control |
| DOODY, JOHN, ROBERT | I | VICE PRESIDENT/COO | A | Control |
| DOODY, JOHN, ROBERT | I | VICE PRESIDENT/COO | A | Control |
| DOODY, JOHN, ROBERT | I | VICE PRESIDENT/COO | A | Control |
| DOODY, JOHN, ROBERT | I | VICE PRESIDENT/COO | A | Control |
| DOODY, JOHN, ROBERT | I | VICE PRESIDENT/COO | A | Control |
| DOODY, JOHN, ROBERT | I | VICE PRESIDENT/COO | A | Control |
| DOODY, JOHN, ROBERT | I | VICE PRESIDENT/COO | A | Control |
| DOODY, JOHN, ROBERT | I | VICE PRESIDENT/COO | A | Control |
| DOODY, JOHN, ROBERT | I | VICE PRESIDENT/COO | A | Control |
| DOODY, JOHN, ROBERT | I | VICE PRESIDENT/COO | A | Control |
| DOODY, JOHN, ROBERT | I | VICE PRESIDENT/COO | A | Control |
| DOODY, JOHN, ROBERT | I | VICE PRESIDENT/COO | A | Control |
| DOODY, JOHN, ROBERT | I | VICE PRESIDENT/COO | A | Control |
| ECHOLS, JACK, W | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | A | Control |
| ECHOLS, JACK, W | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | A | Control |
| ECHOLS, JACK, W | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | A | Control |
| ECHOLS, JACK, W | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | A | Control |
| ECHOLS, JACK, W | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | A | Control |
| ECHOLS, JACK, W | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | A | Control |
| ECHOLS, JACK, W | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | A | Control |
| ECHOLS, JACK, W | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | A | Control |
| ECHOLS, JACK, W | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | A | Control |
| ECHOLS, JACK, W | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | A | Control |
| ECHOLS, JACK, W | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | A | Control |
| ECHOLS, JACK, W | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | A | Control |
| ECHOLS, JACK, W | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | A | Control |
| GRAHAM, RICHARD, SCOTT | I | PRINCIPAL & CHIEF INVESTMENT OFFICER | A | Control |
| GRAHAM, RICHARD, SCOTT | I | MANAGING DIRECTOR & CHIEF INVESTMENT OFFICER | A | Control |
| GRAHAM, RICHARD, SCOTT | I | PRINCIPAL & CHIEF INVESTMENT OFFICER | A | Control |
| GRAHAM, RICHARD, SCOTT | I | PRINCIPAL & CHIEF INVESTMENT OFFICER | A | Control |
| GRAHAM, RICHARD, SCOTT | I | MANAGING DIRECTOR & CHIEF INVESTMENT OFFICER | A | Control |
| GRAHAM, RICHARD, SCOTT | I | MANAGING DIRECTOR & CHIEF INVESTMENT OFFICER | A | Control |
| GRAHAM, RICHARD, SCOTT | I | MANAGING DIRECTOR & CHIEF INVESTMENT OFFICER | A | Control |
| GRAHAM, RICHARD, SCOTT | I | MANAGING DIRECTOR & CHIEF INVESTMENT OFFICER | A | Control |
| GRAHAM, RICHARD, SCOTT | I | MANAGING DIRECTOR & CHIEF INVESTMENT OFFICER | A | Control |
| GRAHAM, RICHARD, SCOTT | I | MANAGING DIRECTOR & CHIEF INVESTMENT OFFICER | A | Control |
| GRAHAM, RICHARD, SCOTT | I | MANAGING DIRECTOR & CHIEF INVESTMENT OFFICER | A | Control |
| GRAHAM, RICHARD, SCOTT | I | MANAGING DIRECTOR & CHIEF INVESTMENT OFFICER | A | Control |
| GRAHAM, RICHARD, SCOTT | I | MANAGING DIRECTOR & CHIEF INVESTMENT OFFICER | A | Control |
| GRAHAM, RICHARD, SCOTT | I | MANAGING DIRECTOR & CHIEF INVESTMENT OFFICER | A | Control |
| GRAHAM, RICHARD, SCOTT | I | MANAGING DIRECTOR & CHIEF INVESTMENT OFFICER | A | Control |
| GRAHAM, RICHARD, SCOTT | I | MANAGING DIRECTOR & CHIEF INVESTMENT OFFICER | A | Control |
| GRAHAM, RICHARD, SCOTT | I | MANAGING DIRECTOR & CHIEF INVESTMENT OFFICER | A | Control |
| GRAHAM, RICHARD, SCOTT | I | MANAGING DIRECTOR & CHIEF INVESTMENT OFFICER | A | Control |
| LYTLE, MICHAEL, THOMAS | I | PRINCIPAL | A | Control |
| LYTLE, MICHAEL, THOMAS | I | MANAGING DIRECTOR | A | Control |
| LYTLE, MICHAEL, THOMAS | I | PRINCIPAL | A | Control |
| LYTLE, MICHAEL, THOMAS | I | PRINCIPAL | A | Control |
| LYTLE, MICHAEL, THOMAS | I | MANAGING DIRECTOR | A | Control |
| LYTLE, MICHAEL, THOMAS | I | MANAGING DIRECTOR | A | Control |
| LYTLE, MICHAEL, THOMAS | I | MANAGING DIRECTOR | A | Control |
| LYTLE, MICHAEL, THOMAS | I | MANAGING DIRECTOR | A | Control |
| LYTLE, MICHAEL, THOMAS | I | MANAGING DIRECTOR | A | Control |
| LYTLE, MICHAEL, THOMAS | I | MANAGING DIRECTOR | A | Control |
| LYTLE, MICHAEL, THOMAS | I | MANAGING DIRECTOR | A | Control |
| LYTLE, MICHAEL, THOMAS | I | MANAGING DIRECTOR | A | Control |
| LYTLE, MICHAEL, THOMAS | I | MANAGING DIRECTOR | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| REGIONS FINANCIAL CORPORATION | DE | REGIONS BANK | E | Control |
| REGIONS FINANCIAL CORPORATION | DE | REGIONS BANK | E | Control |
| REGIONS FINANCIAL CORPORATION | DE | REGIONS BANK | E | Control |
| REGIONS FINANCIAL CORPORATION | DE | REGIONS BANK | E | Control |
| REGIONS FINANCIAL CORPORATION | DE | REGIONS BANK | E | Control |
| REGIONS FINANCIAL CORPORATION | DE | REGIONS BANK | E | Control |
| REGIONS FINANCIAL CORPORATION | DE | REGIONS BANK | E | Control |
| REGIONS FINANCIAL CORPORATION | DE | REGIONS BANK | E | Control |
| REGIONS FINANCIAL CORPORATION | DE | REGIONS BANK | E | Control |
| REGIONS FINANCIAL CORPORATION | DE | REGIONS BANK | E | Control |
| REGIONS FINANCIAL CORPORATION | DE | REGIONS BANK | E | Control |
| REGIONS FINANCIAL CORPORATION | DE | REGIONS BANK | E | Control |
| REGIONS FINANCIAL CORPORATION | DE | REGIONS BANK | E | Control |
| REGIONS FINANCIAL CORPORATION | DE | REGIONS BANK | E | Control |
| REGIONS FINANCIAL CORPORATION | DE | REGIONS BANK | E | Control |
| REGIONS FINANCIAL CORPORATION | DE | REGIONS BANK | E | Control |
| REGIONS FINANCIAL CORPORATION | DE | REGIONS BANK | E | Control |
| REGIONS FINANCIAL CORPORATION | DE | REGIONS BANK | E | Control |
| REGIONS FINANCIAL CORPORATION | DE | REGIONS BANK | E | Control |
| REGIONS FINANCIAL CORPORATION | DE | REGIONS BANK | E | Control |
| REGIONS FINANCIAL CORPORATION | DE | REGIONS BANK | E | Control |
| REGIONS FINANCIAL CORPORATION | DE | REGIONS BANK | E | Control |
| REGIONS FINANCIAL CORPORATION | DE | REGIONS BANK | E | Control |
Registrations
Federal
IA
Nov 13, 2025 REGISTERED
Notice Filings (23)
AL AZ CA CO FL GA IL IN KS KY MN MO MS NC NJ OH PA SC TN TX UT VA WA
Address
2545 HIGHLAND AVENUE SOUTHSUITE 200
BIRMINGHAM, AL 35205
United States
Phone: 205-933-8664