THE PORTOLA GROUP INC
CRD #105359 SEC #801-14344 ST. HELENA, CALIFORNIA, CA 650-854-7550
SEC Registered
Total AUM
$47M
Discretionary
$47M
Employees
1
Clients
0
Accounts
45
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2020
- 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 |
|---|---|---|---|---|
| BASTIS, WENDY, CATHERINE | I | SENIOR INVESTMENT STRATEGIST | NA | |
| BASTIS, WENDY, CATHERINE | I | SENIOR INVESTMENT STRATEGIST | NA | |
| BASTIS, WENDY, CATHERINE | I | SENIOR INVESTMENT STRATEGIST | NA | |
| BASTIS, WENDY, CATHERINE | I | SENIOR INVESTMENT STRATEGIST | NA | |
| BASTIS, WENDY, CATHERINE | I | SENIOR INVESTMENT STRATEGIST | NA | |
| BASTIS, WENDY, CATHERINE | I | SENIOR INVESTMENT STRATEGIST | NA | |
| FAULK, DAVID, ELLIOT | I | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | NA | |
| FAULK, DAVID, ELLIOT | I | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | NA | |
| FAULK, DAVID, ELLIOT | I | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | NA | |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR/PRESIDENT | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR/PRESIDENT | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR/PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR/PRESIDENT | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR/PRESIDENT | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR/PRESIDENT | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR/PRESIDENT | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR/PRESIDENT | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR/PRESIDENT | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR/PRESIDENT/CHIEF INVESTMENT OFFICER | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR/PRESIDENT/CHIEF INVESTMENT OFFICER | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR/PRESIDENT | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR/PRESIDENT/CHIEF INVESTMENT OFFICER | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR/PRESIDENT/CHIEF INVESTMENT OFFICER | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR/PRESIDENT/CHIEF INVESTMENT OFFICER | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR/PRESIDENT/CHIEF INVESTMENT OFFICER | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR/PRESIDENT/CHIEF INVESTMENT OFFICER | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR/PRESIDENT/CHIEF INVESTMENT OFFICER | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR/PRESIDENT/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR/PRESIDENT/CHIEF INVESTMENT OFFICER | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR/PRESIDENT/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR/PRESIDENT/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR/PRESIDENT/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR/PRESIDENT/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR/PRESIDENT/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR/PRESIDENT/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR/PRESIDENT/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR/PRESIDENT/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR/PRESIDENT/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR/PRESIDENT/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR/PRESIDENT/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR/PRESIDENT/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR/PRESIDENT/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR/PRESIDENT/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR/PRESIDENT/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR/PRESIDENT/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR/PRESIDENT/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR/PRESIDENT/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR/PRESIDENT/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR/PRESIDENT/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR/PRESIDENT/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR/PRESIDENT/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LITTLEFIELD, JANET, KING | I | VICE-PRESIDENT | NA | |
| LITTLEFIELD, JANET, KING | I | VICE-PRESIDENT | NA | |
| LITTLEFIELD, JANET, KING | I | VICE-PRESIDENT | NA | |
| LITTLEFIELD, JANET, KING | I | VICE-PRESIDENT | NA | |
| LITTLEFIELD, JANET, KING | I | VICE-PRESIDENT | NA | |
| MUNSELL, GEORGIA, MCKINLEY | I | VICE-PRESIDENT | NA | |
| MUNSELL, GEORGIA, MCKINLEY | I | VICE-PRESIDENT | NA | |
| MUNSELL, MARK, LOWELL | I | VICE-PRESIDENT | NA | |
| MUNSELL, MARK, LOWELL | I | VICE-PRESIDENT | NA | |
| OLSON, PERRY, VAUGHN | I | DIRECTOR | NA | Control |
| SEYMOUR, KENT, ROBERT | I | VICE-PRESIDENT | NA | |
| SEYMOUR, KENT, ROBERT | I | VICE-PRESIDENT | NA | |
| SIX, THOMAS, WILLIAM | I | DIRECTOR/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | NA | |
| SIX, THOMAS, WILLIAM | I | DIRECTOR/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | NA | |
| SIX, THOMAS, WILLIAM | I | DIRECTOR/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | NA | |
| SIX, THOMAS, WILLIAM | I | DIRECTOR/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | NA | |
| SIX, THOMAS, WILLIAM | I | DIRECTOR/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | NA | |
| SIX, THOMAS, WILLIAM | I | DIRECTOR/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | NA | |
| SIX, THOMAS, WILLIAM | I | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | NA | |
| SIX, THOMAS, WILLIAM | I | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | NA | |
| SIX, THOMAS, WILLIAM | I | CHIEF FINANCIAL OFFICER | NA | |
| SIX, THOMAS, WILLIAM | I | CHIEF FINANCIAL OFFICER | NA | |
| SIX, THOMAS, WILLIAM | I | DIRECTOR/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | NA | |
| SIX, THOMAS, WILLIAM | I | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | NA | |
| SIX, THOMAS, WILLIAM | I | CHIEF FINANCIAL OFFICER | NA | |
| SIX, THOMAS, WILLIAM | I | DIRECTOR/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | NA | |
| SIX, THOMAS, WILLIAM | I | DIRECTOR/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | NA | |
| FITZWILSON, ROBERT CRANE, TRUSTEE OF THE ROBERT CRANE FITZWILSON TRUST | DE | SHAREHOLDER | E | |
| FITZWILSON, ROBERT CRANE, TRUSTEE OF THE ROBERT CRANE FITZWILSON TRUST | DE | SHAREHOLDER | E | |
| FITZWILSON, ROBERT CRANE, TRUSTEE OF THE ROBERT CRANE FITZWILSON TRUST | DE | SHAREHOLDER | E | |
| FITZWILSON, ROBERT CRANE, TRUSTEE OF THE ROBERT CRANE FITZWILSON TRUST | DE | SHAREHOLDER | E | |
| FITZWILSON, ROBERT CRANE, TRUSTEE OF THE ROBERT CRANE FITZWILSON TRUST | DE | SHAREHOLDER | E | |
| FITZWILSON, ROBERT CRANE, TRUSTEE OF THE ROBERT CRANE FITZWILSON TRUST | DE | SHAREHOLDER | E | |
| FITZWILSON, ROBERT CRANE, TRUSTEE OF THE ROBERT CRANE FITZWILSON TRUST | DE | SHAREHOLDER | E | |
| FITZWILSON, ROBERT CRANE, TRUSTEE OF THE ROBERT CRANE FITZWILSON TRUST | DE | SHAREHOLDER | E | |
| FITZWILSON, ROBERT CRANE, TRUSTEE OF THE ROBERT CRANE FITZWILSON TRUST | DE | SHAREHOLDER | E | |
| FITZWILSON, ROBERT CRANE, TRUSTEE OF THE ROBERT CRANE FITZWILSON TRUST | DE | SHAREHOLDER | E | |
| FITZWILSON, ROBERT CRANE, TRUSTEE OF THE ROBERT CRANE FITZWILSON TRUST | DE | SHAREHOLDER | E | |
| FITZWILSON, ROBERT CRANE, TRUSTEE OF THE ROBERT CRANE FITZWILSON TRUST | DE | SHAREHOLDER | E | |
| FITZWILSON, ROBERT CRANE, TRUSTEE OF THE ROBERT CRANE FITZWILSON TRUST | DE | SHAREHOLDER | E | |
| FITZWILSON, ROBERT CRANE, TRUSTEE OF THE ROBERT CRANE FITZWILSON TRUST | DE | SHAREHOLDER | E | |
| FITZWILSON, ROBERT CRANE, TRUSTEE OF THE ROBERT CRANE FITZWILSON TRUST | DE | SHAREHOLDER | E | |
| FITZWILSON, ROBERT CRANE, TRUSTEE OF THE ROBERT CRANE FITZWILSON TRUST | DE | SHAREHOLDER | E | |
| FITZWILSON, ROBERT CRANE, TRUSTEE OF THE ROBERT CRANE FITZWILSON TRUST | DE | SHAREHOLDER | E | |
| FITZWILSON, ROBERT CRANE, TRUSTEE OF THE ROBERT CRANE FITZWILSON TRUST | DE | SHAREHOLDER | E | |
| FITZWILSON, ROBERT CRANE, TRUSTEE OF THE ROBERT CRANE FITZWILSON TRUST | DE | SHAREHOLDER | E | |
| FITZWILSON, ROBERT CRANE, TRUSTEE OF THE ROBERT CRANE FITZWILSON TRUST | DE | SHAREHOLDER | E | |
| FITZWILSON, ROBERT CRANE, TRUSTEE OF THE ROBERT CRANE FITZWILSON TRUST | DE | SHAREHOLDER | E | |
| FITZWILSON, ROBERT CRANE, TRUSTEE OF THE ROBERT CRANE FITZWILSON TRUST | DE | SHAREHOLDER | E | |
| ROBERT CRANE FITZWILSON TRUST U/A 6/24/87 | DE | SHAREHOLDER | E | |
| ROBERT CRANE FITZWILSON TRUST U/A 6/24/87 | DE | SHAREHOLDER | E | |
| ROBERT CRANE FITZWILSON TRUST U/A 6/24/87 | DE | SHAREHOLDER | E | |
| ROBERT CRANE FITZWILSON TRUST U/A 6/24/87 | DE | SHAREHOLDER | E | |
| ROBERT CRANE FITZWILSON TRUST U/A 6/24/87 | DE | SHAREHOLDER | E | |
| ROBERT CRANE FITZWILSON TRUST U/A 6/24/87 | DE | SHAREHOLDER | E | |
| ROBERT CRANE FITZWILSON TRUST U/A 6/24/87 | DE | SHAREHOLDER | E | |
| ROBERT CRANE FITZWILSON TRUST U/A 6/24/87 | DE | SHAREHOLDER | E | |
| ROBERT CRANE FITZWILSON TRUST U/A 6/24/87 | DE | SHAREHOLDER | E | |
| ROBERT CRANE FITZWILSON TRUST U/A 6/24/87 | DE | SHAREHOLDER | E | |
| ROBERT CRANE FITZWILSON TRUST U/A 6/24/87 | DE | SHAREHOLDER | E | |
| ROBERT CRANE FITZWILSON TRUST U/A 6/24/87 | DE | SHAREHOLDER | E | |
| ROBERT CRANE FITZWILSON TRUST U/A 6/24/87 | DE | SHAREHOLDER | E | |
| ROBERT CRANE FITZWILSON TRUST U/A 6/24/87 | DE | SHAREHOLDER | E | |
| ROBERT CRANE FITZWILSON TRUST U/A 6/24/87 | DE | SHAREHOLDER | E | |
| ROBERT CRANE FITZWILSON TRUST U/A 6/24/87 | DE | SHAREHOLDER | E | |
| ROBERT CRANE FITZWILSON TRUST U/A 6/24/87 | DE | SHAREHOLDER | E | |
| ROBERT CRANE FITZWILSON TRUST U/A 6/24/87 | DE | SHAREHOLDER | E | |
| FITZWILSON, ROBERT CRANE, TRUSTEE OF THE ROBERT CRANE FITZWILSON TRUST | DE | SHAREHOLDER | D | |
| FITZWILSON, ROBERT CRANE, TRUSTEE OF THE ROBERT CRANE FITZWILSON TRUST | DE | SHAREHOLDER | D | |
| FITZWILSON, ROBERT CRANE, TRUSTEE OF THE ROBERT CRANE FITZWILSON TRUST | DE | SHAREHOLDER | D | |
| FITZWILSON, ROBERT CRANE, TRUSTEE OF THE ROBERT CRANE FITZWILSON TRUST | DE | SHAREHOLDER | D | Control |
| FITZWILSON, ROBERT CRANE, TRUSTEE OF THE ROBERT CRANE FITZWILSON TRUST | DE | SHAREHOLDER | D | Control |
| FITZWILSON, ROBERT CRANE, TRUSTEE OF THE ROBERT CRANE FITZWILSON TRUST | DE | SHAREHOLDER | D | |
| FITZWILSON, ROBERT CRANE, TRUSTEE OF THE ROBERT CRANE FITZWILSON TRUST | DE | SHAREHOLDER | D | |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR | D | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR | D | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR | D | Control |
| FITZWILSON, ROBERT, CRANE | I | DIRECTOR | D | Control |
| OLSON, PERRY, VAUGHN | I | DIRECTOR | D | Control |
| OLSON, PERRY, VAUGHN | I | DIRECTOR | D | Control |
| OLSON, PERRY, VAUGHN | I | DIRECTOR | D | Control |
| OLSON, PERRY, VAUGHN | I | DIRECTOR | D | Control |
| PERRY V. OLSON AND LYNNE B. OLSON, TRUSTEES OF THE OLSON FAMILY TRUST, DTD 6-6-97 | DE | SHAREHOLDER | D | |
| PERRY V. OLSON AND LYNNE B. OLSON, TRUSTEES OF THE OLSON FAMILY TRUST, DTD 6-6-97 | DE | SHAREHOLDER | D | |
| PERRY V. OLSON AND LYNNE B. OLSON, TRUSTEES OF THE OLSON FAMILY TRUST, DTD 6-6-97 | DE | SHAREHOLDER | D | |
| PERRY V. OLSON AND LYNNE B. OLSON, TRUSTEES OF THE OLSON FAMILY TRUST, DTD 6-6-97 | DE | SHAREHOLDER | D | Control |
| PERRY V. OLSON AND LYNNE B. OLSON, TRUSTEES OF THE OLSON FAMILY TRUST, DTD 6-6-97 | DE | SHAREHOLDER | D | Control |
| PERRY V. OLSON AND LYNNE B. OLSON, TRUSTEES OF THE OLSON FAMILY TRUST, DTD 6-6-97 | DE | SHAREHOLDER | D | |
| PERRY V. OLSON AND LYNNE B. OLSON, TRUSTEES OF THE OLSON FAMILY TRUST, DTD 6-6-97 | DE | SHAREHOLDER | D |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FITZWILSON, ROBERT CRANE | DE | ROBERT CRANE FITZWILSON TRUST U/A 6/24/87 | E | Control |
| FITZWILSON, ROBERT CRANE | DE | ROBERT CRANE FITZWILSON TRUST U/A 6/24/87 | E | Control |
| FITZWILSON, ROBERT CRANE | DE | ROBERT CRANE FITZWILSON TRUST U/A 6/24/87 | E | Control |
| FITZWILSON, ROBERT CRANE | DE | ROBERT CRANE FITZWILSON TRUST U/A 6/24/87 | E | Control |
| FITZWILSON, ROBERT CRANE | DE | ROBERT CRANE FITZWILSON TRUST U/A 6/24/87 | E | Control |
| FITZWILSON, ROBERT CRANE | DE | ROBERT CRANE FITZWILSON TRUST U/A 6/24/87 | E | Control |
| FITZWILSON, ROBERT CRANE | DE | ROBERT CRANE FITZWILSON TRUST U/A 6/24/87 | E | Control |
| FITZWILSON, ROBERT CRANE | DE | ROBERT CRANE FITZWILSON TRUST U/A 6/24/87 | E | Control |
| FITZWILSON, ROBERT CRANE | DE | ROBERT CRANE FITZWILSON TRUST U/A 6/24/87 | E | Control |
| FITZWILSON, ROBERT CRANE | DE | ROBERT CRANE FITZWILSON TRUST U/A 6/24/87 | E | Control |
| FITZWILSON, ROBERT CRANE | DE | ROBERT CRANE FITZWILSON TRUST U/A 6/24/87 | E | Control |
| FITZWILSON, ROBERT CRANE | DE | ROBERT CRANE FITZWILSON TRUST U/A 6/24/87 | E | Control |
| FITZWILSON, ROBERT CRANE | DE | ROBERT CRANE FITZWILSON TRUST U/A 6/24/87 | E | Control |
| FITZWILSON, ROBERT CRANE | DE | ROBERT CRANE FITZWILSON TRUST U/A 6/24/87 | E | Control |
| FITZWILSON, ROBERT CRANE | DE | ROBERT CRANE FITZWILSON TRUST U/A 6/24/87 | E | Control |
| FITZWILSON, ROBERT CRANE | DE | ROBERT CRANE FITZWILSON TRUST U/A 6/24/87 | E | Control |
| ROBERT C. FITZWILSON | FE | ROBERT CRANE FITZWILSON TRUST U/A 6/24/87 | E | Control |
| ROBERT C. FITZWILSON | FE | ROBERT CRANE FITZWILSON TRUST U/A 6/24/87 | E | Control |
| ROBERT C. FITZWILSON TRUST | DE | ROBERT C. FITZWILSON TRUST | E | Control |
| ROBERT C. FITZWILSON, TRUSTEE ROBERT C. FITZWILSON TRUST SOLE BENEFICIARY | DE | ROBERT C. FITZWILSON TRUST | E | Control |
| ROBERT C. FITZWILSON, TRUSTEE ROBERT C. FITZWILSON TRUST SOLE BENEFICIARY | DE | ROBERT C. FITZWILSON TRUST | E | Control |
| ROBERT C. FITZWILSON, TRUSTEE ROBERT C. FITZWILSON TRUST SOLE BENEFICIARY | DE | ROBERT C. FITZWILSON TRUST | E | Control |
| FITZWILSON, ROBERT, CRANE | I | THE PORTOLA GROUP, INC. | D | Control |
| FITZWILSON, ROBERT, CRANE | I | THE PORTOLA GROUP, INC. | D | Control |
| OLSON, PERRY, VAUGHN | I | THE PORTOLA GROUP, INC. | D | Control |
| OLSON, PERRY, VAUGHN | I | THE PORTOLA GROUP, INC. | D | Control |
Registrations
Federal
IA
Mar 18, 2020 REGISTERED
Notice Filings (10)
CA CO HI NC NH NY OR TX VT WA
Address
1250 CHURCH STREETSUITE C
ST. HELENA, CALIFORNIA, CA 94574-1207
United States
Phone: 650-854-7550