CONGRESS ASSET MANAGEMENT COMPANY, LLP
CRD #105161 SEC #801-23386 BOSTON, MA 800-542-7888
SEC Registered
Total AUM
$14.2B
Discretionary
$14.2B
Employees
72
Clients
--
Accounts
8,097
Firm Details
- Organization Type
- Limited Liability Partnership
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 2025
- Branch Offices
- 1
- LEI
- 254900NRTR7IJUDC9802
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FRICANO, JAMES, A. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRICANO, JAMES, A. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRICANO, JAMES, A. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LAGAN (ESTATE), ALFRED, ALPHONSUS | I | CHAIRMAN | NA | Control |
| LAGAN (ESTATE), ALFRED, ALPHONSUS | I | CHAIRMAN | NA | Control |
| LAGAN (ESTATE), ALFRED, ALPHONSUS | I | CHAIRMAN | NA | Control |
| LAGAN (ESTATE), ALFRED, ALPHONSUS | I | CHAIRMAN | NA | Control |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN - CONGRESS, INC. | DE | GENERAL PARTNER | NA | |
| LAGAN, ALFRED, ALPHONSUS | I | CHAIRMAN | NA | Control |
| LAGAN, ALFRED, ALPHONSUS | I | CHAIRMAN | NA | Control |
| LAGAN, ALFRED, ALPHONSUS | I | CHAIRMAN | NA | Control |
| LAGAN, ALFRED, ALPHONSUS | I | CHAIRMAN | NA | Control |
| LAGAN, ALFRED, ALPHONSUS | I | CHAIRMAN | NA | Control |
| LAGAN, ALFRED, ALPHONSUS | I | CHAIRMAN | NA | Control |
| LAGAN, ALFRED, ALPHONSUS | I | CHAIRMAN | NA | Control |
| LAGAN, ALFRED, ALPHONSUS | I | CHAIRMAN | NA | Control |
| LAGAN, ALFRED, ALPHONSUS | I | CHAIRMAN | NA | Control |
| LAGAN, ALFRED, ALPHONSUS | I | CHAIRMAN | NA | Control |
| LAGAN, ALFRED, ALPHONSUS | I | CHAIRMAN | NA | Control |
| LAGAN, ALFRED, ALPHONSUS | I | CHAIRMAN | NA | Control |
| LAGAN, ALFRED, ALPHONSUS | I | CHAIRMAN | NA | Control |
| LAGAN, ALFRED, ALPHONSUS | I | CHAIRMAN | NA | Control |
| LAGAN, ALFRED, ALPHONSUS | I | CHAIRMAN | NA | Control |
| LAGAN, ALFRED, ALPHONSUS | I | CHAIRMAN | NA | Control |
| LAGAN, CHRISTOHER | I | VICE PRESIDENT | NA | |
| LAGAN, CHRISTOHER | I | VICE PRESIDENT | NA | |
| LAGAN, CHRISTOHER | I | VICE PRESIDENT | NA | |
| LAGAN, CHRISTOHER | I | VICE PRESIDENT | NA | |
| LAGAN, CHRISTOHER, MICHAEL | I | VICE PRESIDENT | NA | |
| LAGAN, CHRISTOHER, MICHAEL | I | VICE PRESIDENT | NA | |
| LAGAN, CHRISTOHER, MICHAEL | I | VICE PRESIDENT | NA | |
| LAGAN, CHRISTOHER, MICHAEL | I | SENIOR VICE PRESIDENT | NA | |
| LAGAN, CHRISTOHER, MICHAEL | I | SENIOR VICE PRESIDENT | NA | |
| LAGAN, CHRISTOHER, MICHAEL | I | VICE PRESIDENT | NA | |
| LAGAN, CHRISTOHER, MICHAEL | I | SENIOR VICE PRESIDENT | NA | |
| LAGAN, CHRISTOHER, MICHAEL | I | SENIOR VICE PRESIDENT | NA | |
| LAGAN, CHRISTOHER, MICHAEL | I | SENIOR VICE PRESIDENT | NA | |
| LAGAN, CHRISTOPHER, MICHAEL | I | SENIOR VICE PRESIDENT | NA | |
| LAGAN, CHRISTOPHER, MICHAEL | I | SENIOR VICE PRESIDENT | NA | |
| LAGAN, CHRISTOPHER, MICHAEL | I | MANAGING DIRECTOR | NA | |
| LAGAN, CHRISTOPHER, MICHAEL | I | MANAGING DIRECTOR | NA | |
| LAGAN, CHRISTOPHER, MICHAEL | I | MANAGING DIRECTOR | NA | |
| LAGAN, CHRISTOPHER, MICHAEL | I | MANAGING DIRECTOR | NA | |
| LAGAN, CHRISTOPHER, MICHAEL | I | MANAGING DIRECTOR | NA | |
| LAGAN, CHRISTOPHER, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | MANAGING DIRECTOR | NA | |
| LAGAN, CHRISTOPHER, MICHAEL | I | SENIOR VICE PRESIDENT | NA | |
| LAGAN, CHRISTOPHER, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | PRESIDENT | NA | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | PRESIDENT | NA | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | PRESIDENT | NA | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | PRESIDENT | NA | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | PRESIDENT | NA | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | PRESIDENT | NA | Control |
| LAGAN, DANIEL | I | PRESIDENT | NA | |
| LAGAN, DANIEL | I | PRESIDENT | NA | |
| LAGAN, DANIEL | I | PRESIDENT | NA | |
| LAGAN, DANIEL | I | PRESIDENT | NA | |
| LAGAN, DANIEL, ANTHONY | I | PRESIDENT | NA | |
| LAGAN, DANIEL, ANTHONY | I | PRESIDENT | NA | |
| LAGAN, DANIEL, ANTHONY | I | PRESIDENT | NA | |
| LAGAN, DANIEL, ANTHONY | I | PRESIDENT | NA | |
| LAGAN, DANIEL, ANTHONY | I | PRESIDENT | NA | |
| LAGAN, DANIEL, ANTHONY | I | PRESIDENT | NA | |
| LAGAN, DANIEL, ANTHONY | I | PRESIDENT | NA | |
| LAGAN, DANIEL, ANTHONY | I | PRESIDENT | NA | |
| LAGAN, DANIEL, ANTHONY | I | PRESIDENT | NA | |
| LAGAN, DANIEL, ANTHONY | I | PRESIDENT | NA | |
| LAGAN, DANIEL, ANTHONY | I | PRESIDENT | NA | |
| LAGAN, DANIEL, ANTHONY | I | PRESIDENT | NA | |
| LAGAN, DANIEL, ANTHONY | I | PRESIDENT | NA | |
| LAGAN, DANIEL, ANTHONY | I | PRESIDENT | NA | |
| LAGAN, DANIEL, ANTHONY | I | PRESIDENT | NA | Control |
| LAGAN, DANIEL, ANTHONY | I | PRESIDENT | NA | Control |
| LAGAN, DANIEL, ANTHONY | I | PRESIDENT | NA | Control |
| LAGAN, DANIEL, ANTHONY | I | PRESIDENT | NA | Control |
| LAGAN, DANIEL, ANTHONY | I | PRESIDENT | NA | |
| LAGAN, DANIEL, ANTHONY | I | PRESIDENT | NA | |
| LAGAN, DANIEL, ANTHONY | I | PRESIDENT | NA | |
| LAGAN, DANIEL, ANTHONY | I | PRESIDENT | NA | |
| LAGAN, DANIEL, ANTHONY | I | PRESIDENT | NA | Control |
| LAGAN, DANIEL, ANTHONY | I | PRESIDENT | NA | Control |
| LAGAN, DANIEL, ANTHONY | I | PRESIDENT | NA | Control |
| LAGAN, DANIEL, ANTHONY | I | PRESIDENT | NA | Control |
| LAGAN, DANIEL, ANTHONY | I | PRESIDENT | NA | Control |
| LAGAN, DANIEL, ANTHONY | I | PRESIDENT | NA | Control |
| LAGAN, DANIEL, ANTHONY | I | PRESIDENT | NA | Control |
| LAGAN, DANIEL, ANTHONY | I | PRESIDENT | NA | Control |
| LAGAN, DANIEL, ANTHONY | I | PRESIDENT | NA | Control |
| LAGAN, DANIEL, ANTHONY | I | PRESIDENT | NA | Control |
| LAGAN, DANIEL, ANTHONY | I | PRESIDENT | NA | Control |
| LAGAN, DANIEL, ANTHONY | I | PRESIDENT | NA | Control |
| LAGAN, DANIEL, ANTHONY | I | PRESIDENT | NA | Control |
| LAGAN, DANIEL, ANTHONY | I | PRESIDENT | NA | Control |
| LAGAN, DANIEL, ANTHONY | I | PRESIDENT | NA | Control |
| LAGAN, DANIEL, ANTHONY | I | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| LAGAN, DANIEL, ANTHONY | I | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| LAGAN, DANIEL, ANTHONY | I | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| LAGAN, DANIEL, ANTHONY | I | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| LAGAN, DANIEL, ANTHONY | I | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| LAGAN, DANIEL, ANTHONY | I | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| LAGAN, MATTHEW, T. | I | RESEARCH ANALYST | NA | |
| LAGAN, MATTHEW, T. | I | RESEARCH ANALYST | NA | |
| LAGAN, MATTHEW, T. | I | RESEARCH ANALYST | NA | |
| LAGAN, MATTHEW, T. | I | RESEARCH ANALYST | NA | |
| LAGAN, MATTHEW, TERENCE | I | RESEARCH ANALYST | NA | |
| LAGAN, MATTHEW, TERENCE | I | RESEARCH ANALYST | NA | |
| LAGAN, MATTHEW, TERENCE | I | RESEARCH ANALYST | NA | |
| LAGAN, MATTHEW, TERENCE | I | SENIOR RESEARCH ANALYST | NA | |
| LAGAN, MATTHEW, TERENCE | I | SENIOR RESEARCH ANALYST | NA | |
| LAGAN, MATTHEW, TERENCE | I | RESEARCH ANALYST | NA | |
| LAGAN, MATTHEW, TERENCE | I | SENIOR RESEARCH ANALYST | NA | |
| LAGAN, MATTHEW, TERENCE | I | SENIOR RESEARCH ANALYST | NA | |
| LAGAN, MATTHEW, TERENCE | I | VICE PRESIDENT - SENIOR RESEARCH ANALYST & PORTFOLIO MANAGER | NA | |
| LAGAN, MATTHEW, TERENCE | I | VICE PRESIDENT - SENIOR RESEARCH ANALYST & PORTFOLIO MANAGER | NA | |
| LAGAN, MATTHEW, TERENCE | I | VICE PRESIDENT - SENIOR RESEARCH ANALYST & PORTFOLIO MANAGER | NA | |
| LAGAN, MATTHEW, TERENCE | I | VICE PRESIDENT - SENIOR RESEARCH ANALYST & PORTFOLIO MANAGER | NA | |
| LAGAN, MATTHEW, TERENCE | I | VICE PRESIDENT - SENIOR RESEARCH ANALYST & PORTFOLIO MANAGER | NA | |
| LAGAN, MATTHEW, TERENCE | I | SENIOR RESEARCH ANALYST | NA | |
| LAGAN, MATTHEW, TERENCE | I | VICE PRESIDENT - SENIOR RESEARCH ANALYST & PORTFOLIO MANAGER | NA | |
| LAGAN, MATTHEW, TERENCE | I | VICE PRESIDENT - SENIOR RESEARCH ANALYST & PORTFOLIO MANAGER | NA | |
| LAGAN, MATTHEW, TERENCE | I | VICE PRESIDENT - SENIOR RESEARCH ANALYST & PORTFOLIO MANAGER | NA | |
| LAGAN, MATTHEW, TERENCE | I | VICE PRESIDENT - SENIOR RESEARCH ANALYST & PORTFOLIO MANAGER | NA | |
| LAGAN, MATTHEW, TERENCE | I | VICE PRESIDENT - SENIOR RESEARCH ANALYST & PORTFOLIO MANAGER | NA | |
| LAGAN, MATTHEW, TERENCE | I | SENIOR RESEARCH ANALYST | NA | |
| LAGAN, MATTHEW, TERENCE | I | SENIOR RESEARCH ANALYST | NA | |
| LAGAN, MATTHEW, TERENCE | I | SENIOR RESEARCH ANALYST | NA | |
| LAGAN, MATTHEW, TERENCE | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | Control |
| LAGAN, MATTHEW, TERENCE | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | Control |
| LAGAN, MATTHEW, TERENCE | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | Control |
| LAGAN, MATTHEW, TERENCE | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | Control |
| LAGAN, MATTHEW, TERENCE | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | Control |
| LAGAN, MATTHEW, TERENCE | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | Control |
| LAGAN, MATTHEW, TERENCE | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | Control |
| LAGAN, MATTHEW, TERENCE | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | Control |
| LAGAN, MATTHEW, TERENCE | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | Control |
| LAGAN, MATTHEW, TERENCE | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | Control |
| LAGAN, MATTHEW, TERENCE | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | Control |
| LAGAN, MATTHEW, TERENCE | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | Control |
| LAGAN, MATTHEW, TERENCE | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | Control |
| LAGAN, MATTHEW, TERENCE | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | Control |
| LAGAN, MATTHEW, TERENCE | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | Control |
| LAGAN, MATTHEW, TERENCE | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | Control |
| LAGAN, MATTHEW, TERENCE | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | Control |
| LAGAN, MATTHEW, TERENCE | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | Control |
| LAGAN, MATTHEW, TERENCE | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | Control |
| LAGAN, MATTHEW, TERENCE | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | Control |
| LAGAN, MATTHEW, TERENCE | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | Control |
| SCHROEDER, MICHELLE, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWANSON, ANN MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWANSON, ANN MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWANSON, ANN MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWANSON, ANN MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWANSON, ANN MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WARD, LAWRENCE, ASA | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARD, LAWRENCE, ASA | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARD, LAWRENCE, ASA | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARD, LAWRENCE, ASA | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARD, LAWRENCE, ASA | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARD, LAWRENCE, ASA | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARD, LAWRENCE, ASA | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARD, LAWRENCE, ASA | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARD, LAWRENCE, ASA | I | EXECUTIVE VICE PRESIDENT | NA | |
| WARD, LAWRENCE, ASA | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| WARD, LAWRENCE, ASA | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| WARD, LAWRENCE, ASA | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARD, LAWRENCE, ASA | I | EXECUTIVE VICE PRESIDENT | NA | |
| WARD, LAWRENCE, ASA | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARD, LAWRENCE, ASA | I | EXECUTIVE VICE PRESIDENT | NA | |
| WARD, LAWRENCE, ASA | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARD, LAWRENCE, ASA | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARD, LAWRENCE, ASA | I | CHIEF COMPLIANCE OFFICER | NA | |
| WOFFORD, FRED | I | CHIEF COMPLIANCE OFFICER | NA | |
| WOFFORD, FRED | I | CHIEF COMPLIANCE OFFICER | NA | |
| WOFFORD, FRED | I | CHIEF COMPLIANCE OFFICER | NA | |
| WOFFORD, FRED | I | CHIEF COMPLIANCE OFFICER | NA | |
| WOFFORD, FRED | I | CHIEF COMPLIANCE OFFICER | NA | |
| WOFFORD, FRED | I | CHIEF COMPLIANCE OFFICER | NA | |
| WOFFORD, FRED | I | CHIEF COMPLIANCE OFFICER | NA | |
| WOFFORD, FRED | I | CHIEF COMPLIANCE OFFICER | NA | |
| WOFFORD, FRED | I | CHIEF COMPLIANCE OFFICER | NA | |
| WOFFORD, FRED | I | CHIEF COMPLIANCE OFFICER | NA | |
| WOFFORD, FRED | I | CHIEF COMPLIANCE OFFICER | NA | |
| WOFFORD, FRED | I | CHIEF COMPLIANCE OFFICER | NA | |
| WOFFORD, FRED, HUGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOFFORD, FRED, HUGH | I | COMPLIANCE OFFICER | NA | Control |
| WOFFORD, FRED, HUGH | I | COMPLIANCE OFFICER | NA | Control |
| WOFFORD, FRED, HUGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOFFORD, FRED, HUGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOFFORD, FRED, HUGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOFFORD, FRED, HUGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOFFORD, FRED, HUGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOFFORD, FRED, HUGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LAGAN HOLDING COMPANY | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY | DE | PARTNER | E | Control |
| LAGAN HOLDING COMPANY | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY | DE | PARTNER | E | Control |
| LAGAN HOLDING COMPANY | DE | PARTNER | E | Control |
| LAGAN HOLDING COMPANY | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | GENERAL PARTNER | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | GENERAL PARTNER | E | Control |
| LAGAN, ALFRED, ALPHONSUS | I | CHAIRMAN (AND INDIRECT OWNER) | C | Control |
| UNIVEST CLINTON, INC. | DE | PARTNER | B | |
| LAGAN, CHRISTOHER | I | VICE PRESIDENT (AND INDIRECT OWNER) | A | |
| LAGAN, DANIEL | I | PRESIDENT (AND INDIRECT OWNER) | A | |
| LAGAN, GREGORY, J. | I | INDIRECT OWNER | A | |
| LAGAN, IRENE, M. | I | INDIRECT OWNER | A | |
| LAGAN, JENNIFER, ANN | I | INDIRECT OWNER | A | |
| LAGAN, JOSEPH, A. | I | INDIRECT OWNER | A | |
| LAGAN, MATTHEW, T. | I | INDIRECT OWNER | A | |
| O'RIORDAN, MARY, C. | I | INDIRECT OWNER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LAGAN, MATTHEW, TERENCE | I | LAGAN HOLDING COMPANY TRUST | F | Control |
| LAGAN, MATTHEW, TERENCE | I | LAGAN HOLDING COMPANY TRUST | F | Control |
| LAGAN, MATTHEW, TERENCE | I | LAGAN HOLDING COMPANY TRUST | F | Control |
| LAGAN, MATTHEW, TERENCE | I | LAGAN HOLDING COMPANY TRUST | F | Control |
| LAGAN, MATTHEW, TERENCE | I | LAGAN HOLDING COMPANY TRUST | F | Control |
| LAGAN, MATTHEW, TERENCE | I | LAGAN HOLDING COMPANY TRUST | F | Control |
| LAGAN, MATTHEW, TERENCE | I | LAGAN HOLDING COMPANY TRUST | F | Control |
| LAGAN, MATTHEW, TERENCE | I | LAGAN HOLDING COMPANY TRUST | F | Control |
| LAGAN, MATTHEW, TERENCE | I | LAGAN HOLDING COMPANY TRUST | F | Control |
| LAGAN, MATTHEW, TERENCE | I | LAGAN HOLDING COMPANY TRUST | F | Control |
| LAGAN, MATTHEW, TERENCE | I | LAGAN HOLDING COMPANY TRUST | F | Control |
| LAGAN, MATTHEW, TERENCE | I | LAGAN HOLDING COMPANY TRUST | F | Control |
| LAGAN, MATTHEW, TERENCE | I | LAGAN HOLDING COMPANY TRUST | F | Control |
| LAGAN, MATTHEW, TERENCE | I | LAGAN HOLDING COMPANY TRUST | F | Control |
| LAGAN, MATTHEW, TERENCE | I | LAGAN HOLDING COMPANY TRUST | F | Control |
| LAGAN, MATTHEW, TERENCE | I | LAGAN HOLDING COMPANY TRUST | F | Control |
| LAGAN, MATTHEW, TERENCE | I | LAGAN HOLDING COMPANY TRUST | F | Control |
| LAGAN, MATTHEW, TERENCE | I | LAGAN HOLDING COMPANY TRUST | F | Control |
| LAGAN, MATTHEW, TERENCE | I | LAGAN HOLDING COMPANY TRUST | F | Control |
| LAGAN, MATTHEW, TERENCE | I | LAGAN HOLDING COMPANY TRUST | F | Control |
| LAGAN, MATTHEW, TERENCE | I | LAGAN HOLDING COMPANY TRUST | F | Control |
| LAGAN, MATTHEW, TERENCE | I | LAGAN HOLDING COMPANY TRUST | F | Control |
| LAGAN, MATTHEW, TERENCE | I | LAGAN HOLDING COMPANY TRUST | F | Control |
| LAGAN, MATTHEW, TERENCE | I | LAGAN HOLDING COMPANY TRUST | F | Control |
| UNITY MUTUAL LIFE INSURANCE CO. | DE | OWNS 100% OF THE EQUITY OF UNIVEST CLINTON INC. | F | |
| LAGAN HOLDING COMPANY | DE | LAGAN-CONGRESS, INC | E | Control |
| LAGAN HOLDING COMPANY | DE | LAGAN-CONGRESS, INC | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | LAGAN-CONGRESS, INC | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | LAGAN-CONGRESS, INC | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | LAGAN-CONGRESS, INC | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | LAGAN-CONGRESS, INC | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | LAGAN-CONGRESS, INC | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | LAGAN-CONGRESS, INC | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | LAGAN-CONGRESS, INC | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | LAGAN-CONGRESS, INC | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | LAGAN-CONGRESS, INC | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | LAGAN-CONGRESS, INC | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | LAGAN-CONGRESS, INC | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | LAGAN-CONGRESS, INC | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | LAGAN-CONGRESS, INC | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | LAGAN-CONGRESS, INC | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | LAGAN-CONGRESS, INC | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | LAGAN-CONGRESS, INC | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | LAGAN-CONGRESS, INC | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | LAGAN-CONGRESS, INC | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | LAGAN-CONGRESS, INC | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | LAGAN-CONGRESS, INC | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | LAGAN-CONGRESS, INC | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | LAGAN-CONGRESS, INC | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | LAGAN-CONGRESS, INC | E | Control |
| LAGAN HOLDING COMPANY TRUST | DE | LAGAN-CONGRESS, INC | E | Control |
| LAGAN, DANIEL, ANTHONY | I | LAGAN HOLDING COMPANY TRUST | D | Control |
| LAGAN, DANIEL, ANTHONY | I | LAGAN HOLDING COMPANY TRUST | D | Control |
| LAGAN, DANIEL, ANTHONY | I | LAGAN HOLDING COMPANY TRUST | D | Control |
| LAGAN, DANIEL, ANTHONY | I | LAGAN HOLDING COMPANY TRUST | D | Control |
| LAGAN, DANIEL, ANTHONY | I | LAGAN HOLDING COMPANY TRUST | D | Control |
| LAGAN, DANIEL, ANTHONY | I | LAGAN HOLDING COMPANY TRUST | D | Control |
| LAGAN, DANIEL, ANTHONY | I | LAGAN HOLDING COMPANY TRUST | D | Control |
| LAGAN, DANIEL, ANTHONY | I | LAGAN HOLDING COMPANY TRUST | D | Control |
| LAGAN, DANIEL, ANTHONY | I | LAGAN HOLDING COMPANY TRUST | D | Control |
| LAGAN, DANIEL, ANTHONY | I | LAGAN HOLDING COMPANY TRUST | D | Control |
| LAGAN, DANIEL, ANTHONY | I | LAGAN HOLDING COMPANY TRUST | D | Control |
| LAGAN, DANIEL, ANTHONY | I | LAGAN HOLDING COMPANY TRUST | D | Control |
| LAGAN, DANIEL, ANTHONY | I | LAGAN HOLDING COMPANY TRUST | D | Control |
| LAGAN, DANIEL, ANTHONY | I | LAGAN HOLDING COMPANY TRUST | D | Control |
| LAGAN, DANIEL, ANTHONY | I | LAGAN HOLDING COMPANY TRUST | D | Control |
| LAGAN, DANIEL, ANTHONY | I | LAGAN HOLDING COMPANY TRUST | D | Control |
| LAGAN, DANIEL, ANTHONY | I | LAGAN HOLDING COMPANY TRUST | D | Control |
| LAGAN, DANIEL, ANTHONY | I | LAGAN HOLDING COMPANY TRUST | D | Control |
| LAGAN, DANIEL, ANTHONY | I | LAGAN HOLDING COMPANY TRUST | D | Control |
| LAGAN, DANIEL, ANTHONY | I | LAGAN HOLDING COMPANY TRUST | D | Control |
| LAGAN, DANIEL, ANTHONY | I | LAGAN HOLDING COMPANY TRUST | D | Control |
| LAGAN, DANIEL, ANTHONY | I | LAGAN HOLDING COMPANY TRUST | D | Control |
| LAGAN, DANIEL, ANTHONY | I | LAGAN HOLDING COMPANY TRUST | D | Control |
| LAGAN, DANIEL, ANTHONY | I | LAGAN HOLDING COMPANY TRUST | D | Control |
| LAGAN (ESTATE), ALFRED, ALPHONSUS | I | LAGAN HOLDING COMPANY | C | Control |
| LAGAN (ESTATE), ALFRED, ALPHONSUS | I | LAGAN - CONGRESS, INC. | C | Control |
| LAGAN (ESTATE), ALFRED, ALPHONSUS | I | LAGAN HOLDING COMPANY | C | Control |
| LAGAN (ESTATE), ALFRED, ALPHONSUS | I | LAGAN - CONGRESS, INC. | C | Control |
| LAGAN (ESTATE), ALFRED, ALPHONSUS | I | LAGAN HOLDING COMPANY | C | Control |
| LAGAN (ESTATE), ALFRED, ALPHONSUS | I | LAGAN - CONGRESS, INC. | C | Control |
| LAGAN (ESTATE), ALFRED, ALPHONSUS | I | LAGAN HOLDING COMPANY | C | Control |
| LAGAN (ESTATE), ALFRED, ALPHONSUS | I | LAGAN - CONGRESS, INC. | C | Control |
| LAGAN, ALFRED, ALPHONSUS | I | LAGAN HOLDING COMPANY | C | Control |
| LAGAN, ALFRED, ALPHONSUS | I | LAGAN - CONGRESS, INC. | C | Control |
| LAGAN, ALFRED, ALPHONSUS | I | LAGAN HOLDING COMPANY | C | Control |
| LAGAN, ALFRED, ALPHONSUS | I | LAGAN - CONGRESS, INC. | C | Control |
| LAGAN, ALFRED, ALPHONSUS | I | LAGAN HOLDING COMPANY | C | Control |
| LAGAN, ALFRED, ALPHONSUS | I | LAGAN - CONGRESS, INC. | C | Control |
| LAGAN, ALFRED, ALPHONSUS | I | LAGAN HOLDING COMPANY | C | Control |
| LAGAN, ALFRED, ALPHONSUS | I | LAGAN - CONGRESS, INC. | C | Control |
| LAGAN, ALFRED, ALPHONSUS | I | LAGAN HOLDING COMPANY | C | Control |
| LAGAN, ALFRED, ALPHONSUS | I | LAGAN - CONGRESS, INC. | C | Control |
| LAGAN, ALFRED, ALPHONSUS | I | LAGAN HOLDING COMPANY | C | Control |
| LAGAN, ALFRED, ALPHONSUS | I | LAGAN - CONGRESS, INC. | C | Control |
| LAGAN, ALFRED, ALPHONSUS | I | LAGAN HOLDING COMPANY | C | Control |
| LAGAN, ALFRED, ALPHONSUS | I | LAGAN HOLDING COMPANY | C | Control |
| LAGAN, ALFRED, ALPHONSUS | I | LAGAN HOLDING COMPANY | C | Control |
| LAGAN, ALFRED, ALPHONSUS | I | LAGAN HOLDING COMPANY | C | Control |
| LAGAN, ALFRED, ALPHONSUS | I | LAGAN HOLDING COMPANY | C | Control |
| LAGAN, ALFRED, ALPHONSUS | I | LAGAN - CONGRESS, INC. | C | Control |
| LAGAN, ALFRED, ALPHONSUS | I | LAGAN HOLDING COMPANY | C | Control |
| LAGAN, ALFRED, ALPHONSUS | I | LAGAN - CONGRESS, INC. | C | Control |
| LAGAN, ALFRED, ALPHONSUS | I | LAGAN HOLDING COMPANY | C | Control |
| LAGAN, ALFRED, ALPHONSUS | I | LAGAN - CONGRESS, INC. | C | Control |
| LAGAN, ALFRED, ALPHONSUS | I | LAGAN HOLDING COMPANY | C | Control |
| LAGAN, ALFRED, ALPHONSUS | I | LAGAN - CONGRESS, INC. | C | Control |
| LAGAN, ALFRED, ALPHONSUS | I | LAGAN HOLDING COMPANY | C | Control |
| LAGAN, ALFRED, ALPHONSUS | I | LAGAN - CONGRESS, INC. | C | Control |
| LAGAN, ALFRED, ALPHONSUS | I | LAGAN HOLDING COMPANY | C | Control |
| LAGAN, ALFRED, ALPHONSUS | I | LAGAN - CONGRESS, INC. | C | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | LAGAN HOLDING COMPANY TRUST | C | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | LAGAN HOLDING COMPANY TRUST | C | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | LAGAN HOLDING COMPANY TRUST | C | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | LAGAN HOLDING COMPANY TRUST | C | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | LAGAN HOLDING COMPANY TRUST | C | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | LAGAN HOLDING COMPANY TRUST | C | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | LAGAN HOLDING COMPANY TRUST | C | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | LAGAN HOLDING COMPANY TRUST | C | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | LAGAN HOLDING COMPANY TRUST | C | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | LAGAN HOLDING COMPANY TRUST | C | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | LAGAN HOLDING COMPANY TRUST | C | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | LAGAN HOLDING COMPANY TRUST | C | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | LAGAN HOLDING COMPANY TRUST | C | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | LAGAN HOLDING COMPANY TRUST | C | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | LAGAN HOLDING COMPANY TRUST | C | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | LAGAN HOLDING COMPANY TRUST | C | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | LAGAN HOLDING COMPANY TRUST | C | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | LAGAN HOLDING COMPANY TRUST | C | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | LAGAN HOLDING COMPANY TRUST | C | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | LAGAN HOLDING COMPANY TRUST | C | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | LAGAN HOLDING COMPANY TRUST | C | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | LAGAN HOLDING COMPANY TRUST | C | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | LAGAN HOLDING COMPANY TRUST | C | Control |
| LAGAN, CHRISTOPHER, MICHAEL | I | LAGAN HOLDING COMPANY TRUST | C | Control |
Registrations
Federal
IA
Mar 20, 2025 REGISTERED
Notice Filings (51)
AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VT WA WI WV
Address
2 SEAPORT LANEBOSTON, MA 02210-2001
United States
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