BEAUMONT FINANCIAL PARTNERS LLC
CRD #108345 SEC #801-57100 NEEDHAM, MA 781-400-2800
SEC Registered
Total AUM
$3B
Discretionary
$2.2B
Employees
24
Clients
251
Accounts
3,616
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 22, 2022
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | NA | Control |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HENNESSEY, CHRISTOPHER, PRINCE | I | CLASS C MEMBER | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF COMPLIANCE OFFICER & CFO | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF COMPLIANCE OFFICER & CFO | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF COMPLIANCE OFFICER & CFO | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF COMPLIANCE OFFICER & CFO | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF COMPLIANCE OFFICER & CFO | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF COMPLIANCE OFFICER & CFO | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF COMPLIANCE OFFICER & CFO | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF COMPLIANCE OFFICER & CFO | NA | |
| HURLEY, EDWARD, FRANCIS | I | DIRECTOR OF COMPLIANCE AND OPERATIONS | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF COMPLIANCE OFFICER & CFO | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF COMPLIANCE OFFICER & CFO | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF FINANCIAL OFFICER AND COMPLIANCE OFFICER | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF COMPLIANCE OFFICER & CFO | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF COMPLIANCE OFFICER & CFO | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF COMPLIANCE OFFICER & CFO | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF COMPLIANCE OFFICER & CFO | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF FINANCIAL OFFICER AND COMPLIANCE OFFICER | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF COMPLIANCE OFFICER & CFO | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF FINANCIAL OFFICER AND COMPLIANCE OFFICER | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF COMPLIANCE OFFICER & CFO | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF FINANCIAL OFFICER AND COMPLIANCE OFFICER | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF FINANCIAL OFFICER AND COMPLIANCE OFFICER | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF FINANCIAL OFFICER AND COMPLIANCE OFFICER | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF COMPLIANCE OFFICER & CFO | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF COMPLIANCE OFFICER & CFO | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF COMPLIANCE OFFICER & CFO | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF COMPLIANCE OFFICER & CFO | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF FINANCIAL OFFICER AND COMPLIANCE OFFICER | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF FINANCIAL OFFICER AND COMPLIANCE OFFICER | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF FINANCIAL OFFICER AND COMPLIANCE OFFICER | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF FINANCIAL OFFICER AND COMPLIANCE OFFICER | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF FINANCIAL OFFICER | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF FINANCIAL OFFICER | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF FINANCIAL OFFICER AND COMPLIANCE OFFICER | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF FINANCIAL OFFICER | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF FINANCIAL OFFICER | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF FINANCIAL OFFICER | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF FINANCIAL OFFICER | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF FINANCIAL OFFICER | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF FINANCIAL OFFICER | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF FINANCIAL OFFICER | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF FINANCIAL OFFICER | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF FINANCIAL OFFICER | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF FINANCIAL OFFICER | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF FINANCIAL OFFICER | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF FINANCIAL OFFICER | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF FINANCIAL OFFICER | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF FINANCIAL OFFICER | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF FINANCIAL OFFICER | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF FINANCIAL OFFICER | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF FINANCIAL OFFICER | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF FINANCIAL OFFICER | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF FINANCIAL OFFICER | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF FINANCIAL OFFICER | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF FINANCIAL OFFICER | NA | |
| HURLEY, EDWARD, FRANCIS | I | CHIEF FINANCIAL OFFICER | NA | |
| SNYDER, MICHAEL, HARRIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNYDER, MICHAEL, HARRIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNYDER, MICHAEL, HARRIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNYDER, MICHAEL, HARRIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNYDER, MICHAEL, HARRIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNYDER, MICHAEL, HARRIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNYDER, MICHAEL, HARRIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNYDER, MICHAEL, HARRIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNYDER, MICHAEL, HARRIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNYDER, MICHAEL, HARRIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNYDER, MICHAEL, HARRIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNYDER, MICHAEL, HARRIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNYDER, MICHAEL, HARRIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNYDER, MICHAEL, HARRIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNYDER, MICHAEL, HARRIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNYDER, MICHAEL, HARRIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNYDER, MICHAEL, HARRIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNYDER, MICHAEL, HARRIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNYDER, MICHAEL, HARRIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNYDER, MICHAEL, HARRIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNYDER, MICHAEL, HARRIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNYDER, MICHAEL, HARRIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNYDER, MICHAEL, HARRIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNYDER, MICHAEL, HARRIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNYDER, MICHAEL, HARRIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNYDER, MICHAEL, HARRIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNYDER, MICHAEL, HARRIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNYDER, MICHAEL, HARRIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNYDER, MICHAEL, HARRIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNYDER, MICHAEL, HARRIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNYDER, MICHAEL, HARRIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNYDER, MICHAEL, HARRIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNYDER, MICHAEL, HARRIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNYDER, MICHAEL, HARRIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNYDER, MICHAEL, HARRIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| STACK, MICHAEL, PETER | I | CLASS A MEMBER/CHIEF INVESTMENT OFFICER | NA | Control |
| STACK, MICHAEL, PETER | I | CLASS A MEMBER/CHIEF INVESTMENT OFFICER | NA | Control |
| STACK, MICHAEL, PETER | I | CLASS A MEMBER/CHIEF INVESTMENT OFFICER | NA | Control |
| STACK, MICHAEL, PETER | I | CLASS A MEMBER/CHIEF INVESTMENT OFFICER | NA | Control |
| STACK, MICHAEL, PETER | I | CLASS A MEMBER/CHIEF INVESTMENT OFFICER | NA | Control |
| STACK, MICHAEL, PETER | I | CLASS A MEMBER/CHIEF INVESTMENT OFFICER | NA | Control |
| STACK, MICHAEL, PETER | I | CLASS A MEMBER/CHIEF INVESTMENT OFFICER | NA | Control |
| STACK, MICHAEL, PETER | I | CLASS A MEMBER/CHIEF INVESTMENT OFFICER | NA | Control |
| STACK, MICHAEL, PETER | I | CLASS A MEMBER/CHIEF INVESTMENT OFFICER | NA | Control |
| STACK, MICHAEL, PETER | I | CLASS A MEMBER/CHIEF INVESTMENT OFFICER | NA | Control |
| STACK, MICHAEL, PETER | I | CLASS A MEMBER/CHIEF INVESTMENT OFFICER | NA | Control |
| STACK, MICHAEL, PETER | I | CLASS A MEMBER/CHIEF INVESTMENT OFFICER | NA | Control |
| STACK, MICHAEL, PETER | I | CLASS A MEMBER/CHIEF INVESTMENT OFFICER | NA | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | C | Control |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | C | |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | C | Control |
| VINEBURGH, JAMES, HOLLANDER | I | CLASS A MEMBER | C | Control |
| VINEBURGH, JAMES, HOLLANDER | I | CLASS A MEMBER | C | Control |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | B | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | B | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | B | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | B | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | B | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | B | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | B | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | B | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | B | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | B | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | B | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | B | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | B | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | B | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | B | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | B | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | B | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | B | |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | B | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | B | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | B | Control |
| CAHILL, THOMAS, JOSEPH | I | CLASS A MEMBER | B | Control |
| DAVID A. DRINKWATER REVOCABLE TRUST | DE | CLASS A MEMBER | B | |
| DAVID A. DRINKWATER REVOCABLE TRUST | DE | CLASS A MEMBER | B | |
| DAVID A. DRINKWATER REVOCABLE TRUST | DE | CLASS A MEMBER | B | |
| DAVID A. DRINKWATER REVOCABLE TRUST | DE | CLASS A MEMBER | B | |
| DRINKWATER, DAVID, ANTHONY | I | TRUSTEE | B | Control |
| DRINKWATER, DAVID, ANTHONY | I | TRUSTEE | B | Control |
| DRINKWATER, DAVID, ANTHONY | I | TRUSTEE | B | Control |
| DRINKWATER, DAVID, ANTHONY | I | TRUSTEE | B | Control |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | B | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | B | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | B | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | B | |
| H & CO FINANCIAL SERVICES, INC. | DE | CLASS A MEMBER | B | |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | B | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | B | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | B | Control |
| HAVILAND, DAVID, MEADE | I | SHAREHOLDER | B | Control |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | B | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | B | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | B | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | B | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | B | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | B | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | B | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | B | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | B | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | B | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | B | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | B | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | B | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | B | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | B | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | B | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | B | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | B | |
| VINEBURGH, JAMES, HOLLANDER | I | CLASS A MEMBER | B | Control |
| VINEBURGH, JAMES, HOLLANDER | I | CLASS A MEMBER | B | Control |
| VINEBURGH, JAMES, HOLLANDER | I | CLASS A MEMBER | B | Control |
| VINEBURGH, JAMES, HOLLANDER | I | CLASS A MEMBER | B | Control |
| VINEBURGH, JAMES, HOLLANDER | I | CLASS A MEMBER | B | Control |
| VINEBURGH, JAMES, HOLLANDER | I | CLASS A MEMBER | B | Control |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| BURNES, JR., RICHARD, MELLIER | I | CLASS B MEMBER | A | |
| CONNOLLY, RICHARD, FRANCIS | I | CLASS B MEMBER | A | |
| DUBUQUE, PHILIP, JULIEN | I | CLASS B MEMBER | A | |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | A | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | A | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | A | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | A | Control |
| FIORE, LAWRENCE, ANTHONY | I | CLASS A MEMBER/TAX DIRECTOR | A | Control |
| KANEB, PAUL, DWIGHT | I | MAJ. OWNER OF KANEB LP | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| OATES, JAMES, MACLAY | I | CLASS B MEMBER | A | |
| PAUL D. KANEB LIMITED PARTNERSHIP | DE | CLASS B MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DRINKWATER, DAVID, ANTHONY | I | DAVID A. DRINKWATER REVOCABLE TRUST | E | Control |
| DRINKWATER, DAVID, ANTHONY | I | DAVID A. DRINKWATER REVOCABLE TRUST | E | Control |
| DRINKWATER, DAVID, ANTHONY | I | DAVID A. DRINKWATER REVOCABLE TRUST | E | Control |
| DRINKWATER, DAVID, ANTHONY | I | DAVID A. DRINKWATER REVOCABLE TRUST | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| HAVILAND, DAVID, MEADE | I | H & CO FINANCIAL SERVICES, INC. | E | Control |
| KANEB, PAUL, DWIGHT | I | PAUL D. KANEB LIMITED PARTNERSHIP | E |
Registrations
Federal
IA
Sep 22, 2022 REGISTERED
Notice Filings (27)
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