CAPITAL ADVANTAGE, INC.
CRD #108985 SEC #801-55896 WALNUT CREEK, CA 925-299-1500
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
16
Clients
26
Accounts
2,830
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 19, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CASTILLE, IAN, ASHLEY | I | SENIOR FINANCIAL ADVISOR | NA | |
| CASTILLE, IAN, ASHLEY | I | SENIOR FINANCIAL ADVISOR | NA | |
| CASTILLE, IAN, ASHLEY | I | SENIOR FINANCIAL ADVISOR | NA | |
| CASTILLE, IAN, ASHLEY | I | SENIOR FINANCIAL ADVISOR | NA | |
| CASTILLE, IAN, ASHLEY | I | SENIOR FINANCIAL ADVISOR | NA | |
| CASTILLE, IAN, ASHLEY | I | SENIOR FINANCIAL ADVISOR | NA | |
| CASTILLE, IAN, ASHLEY | I | SENIOR FINANCIAL ADVISOR | NA | |
| CASTILLE, IAN, ASHLEY | I | SENIOR FINANCIAL ADVISOR | NA | |
| CASTILLE, IAN, ASHLEY | I | SENIOR FINANCIAL ADVISOR | NA | |
| CASTILLE, IAN, ASHLEY | I | SENIOR FINANCIAL ADVISOR | NA | |
| CASTILLE, IAN, ASHLEY | I | SENIOR FINANCIAL ADVISOR | NA | |
| CASTILLE, IAN, ASHLEY | I | SENIOR FINANCIAL ADVISOR | NA | |
| CASTILLE, IAN, ASHLEY | I | SENIOR FINANCIAL ADVISOR | NA | |
| CASTILLE, IAN, ASHLEY | I | SENIOR FINANCIAL ADVISOR | NA | |
| CASTILLE, IAN, ASHLEY | I | SENIOR FINANCIAL ADVISOR | NA | |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | NA | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | NA | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | NA | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | NA | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | NA | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | NA | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | NA | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | NA | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | NA | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | NA | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | NA | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | NA | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | NA | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | NA | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | NA | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | NA | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | NA | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | NA | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | NA | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | NA | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | NA | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | NA | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | NA | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | NA | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | NA | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | NA | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | NA | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | NA | Control |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWNALIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| HENKE, DAWNALIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWNALIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWNALIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWNALIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWNALIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWNALIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWNALIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWNALIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HENKE, DAWNALIZABETH | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LEWIS, DONNA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| TAYLOR, COLIN, FRANCIS | I | DIRECTOR OF INVESTMENT MANAGEMENT | NA | |
| TAYLOR, COLIN, FRANCIS | I | DIRECTOR OF INVESTMENT MANAGEMENT | NA | |
| TAYLOR, COLIN, FRANCIS | I | DIRECTOR OF INVESTMENT MANAGEMENT | NA | |
| TAYLOR, COLIN, FRANCIS | I | DIRECTOR OF INVESTMENT MANAGEMENT | NA | |
| TAYLOR, COLIN, FRANCIS | I | DIRECTOR OF INVESTMENT MANAGEMENT | NA | |
| TAYLOR, COLIN, FRANCIS | I | DIRECTOR OF INVESTMENT MANAGEMENT | NA | |
| TAYLOR, COLIN, FRANCIS | I | DIRECTOR OF INVESTMENT MANAGEMENT | NA | |
| TAYLOR, COLIN, FRANCIS | I | DIRECTOR OF INVESTMENT MANAGEMENT | NA | |
| WILDE, VICKIE, LYNN | I | CCO | NA | |
| ZINMAN, DONNA, LEWIS | I | SENIOR FINANCIAL ADVISOR | NA | Control |
| ZINMAN, DONNA, LEWIS | I | SENIOR FINANCIAL ADVISOR | NA | Control |
| ZINMAN, DONNA, LEWIS | I | SENIOR FINANCIAL ADVISOR | NA | Control |
| ZINMAN, DONNA, LEWIS | I | SENIOR FINANCIAL ADVISOR | NA | Control |
| ZINMAN, DONNA, LEWIS | I | SENIOR FINANCIAL ADVISOR | NA | Control |
| ZINMAN, DONNA, LEWIS | I | SENIOR FINANCIAL ADVISOR | NA | Control |
| ZINMAN, DONNA, LEWIS | I | SENIOR FINANCIAL ADVISOR | NA | Control |
| ZINMAN, DONNA, LEWIS | I | SENIOR FINANCIAL ADVISOR | NA | Control |
| ZINMAN, DONNA, LEWIS | I | SENIOR FINANCIAL ADVISOR | NA | Control |
| ZINMAN, DONNA, LEWIS | I | SENIOR FINANCIAL ADVISOR | NA | Control |
| ZINMAN, DONNA, LEWIS | I | SENIOR FINANCIAL ADVISOR | NA | Control |
| ZINMAN, DONNA, LEWIS | I | SENIOR FINANCIAL ADVISOR | NA | Control |
| ZINMAN, DONNA, LEWIS | I | SENIOR FINANCIAL ADVISOR | NA | Control |
| ZINMAN, DONNA, LEWIS | I | SENIOR FINANCIAL ADVISOR | NA | Control |
| ZINMAN, DONNA, LEWIS | I | SENIOR FINANCIAL ADVISOR | NA | Control |
| CB TRUST | DE | OWNER | E | Control |
| CB TRUST | DE | OWNER | E | Control |
| CB TRUST | DE | OWNER | E | Control |
| CB TRUST | DE | OWNER | E | Control |
| CB TRUST | DE | OWNER | E | Control |
| CB TRUST | DE | OWNER | E | Control |
| CB TRUST | DE | OWNER | E | Control |
| CB TRUST | DE | OWNER | E | Control |
| CB TRUST | DE | OWNER | E | Control |
| CB TRUST | DE | OWNER | E | Control |
| CB TRUST | DE | OWNER | E | Control |
| CB TRUST | DE | OWNER | E | Control |
| CB TRUST | DE | OWNER | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| HAYMAN, JOHN, STERRETT | I | PRESIDENT | E | Control |
| CB TRUST | DE | OWNER | D | Control |
| CB TRUST | DE | OWNER | D | Control |
| CB TRUST | DE | OWNER | D | Control |
| CB TRUST | DE | OWNER | D | Control |
| CB TRUST | DE | OWNER | D | Control |
| CB TRUST | DE | OWNER | D | Control |
| CB TRUST | DE | OWNER | D | Control |
| CB TRUST | DE | OWNER | D | Control |
| CB TRUST | DE | OWNER | D | Control |
| CB TRUST | DE | OWNER | D | Control |
| CB TRUST | DE | OWNER | D | Control |
| CB TRUST | DE | OWNER | D | Control |
| CB TRUST | DE | OWNER | D | Control |
| CB TRUST | DE | OWNER | D | Control |
| CB TRUST | DE | OWNER | D | Control |
| CASTILLE FAMILY TRUST | DE | OWNER | B | |
| CASTILLE FAMILY TRUST | DE | OWNER | B | |
| CASTILLE FAMILY TRUST | DE | OWNER | B | |
| CASTILLE FAMILY TRUST | DE | OWNER | B | |
| CASTILLE FAMILY TRUST | DE | OWNER | B | |
| CASTILLE FAMILY TRUST | DE | OWNER | B | |
| CASTILLE FAMILY TRUST | DE | OWNER | B | |
| CASTILLE FAMILY TRUST | DE | OWNER | B | |
| CASTILLE FAMILY TRUST | DE | OWNER | B | |
| CASTILLE FAMILY TRUST | DE | OWNER | B | |
| CASTILLE FAMILY TRUST | DE | OWNER | B | |
| CASTILLE FAMILY TRUST | DE | OWNER | B | |
| CASTILLE FAMILY TRUST | DE | OWNER | B | |
| CASTILLE FAMILY TRUST | DE | OWNER | B | |
| CASTILLE FAMILY TRUST | DE | OWNER | B | |
| TAYLOR, COLIN, FRANCIS | I | OWNER / DIRECTOR OF INVESTMENT MANAGEMENT | B | |
| TAYLOR, COLIN, FRANCIS | I | OWNER / DIRECTOR OF INVESTMENT MANAGEMENT | B | |
| TAYLOR, COLIN, FRANCIS | I | OWNER / DIRECTOR OF INVESTMENT MANAGEMENT | B | |
| TAYLOR, COLIN, FRANCIS | I | OWNER / DIRECTOR OF INVESTMENT MANAGEMENT | B | |
| TAYLOR, COLIN, FRANCIS | I | OWNER / DIRECTOR OF INVESTMENT MANAGEMENT | B | |
| TAYLOR, COLIN, FRANCIS | I | OWNER / DIRECTOR OF INVESTMENT MANAGEMENT | B | |
| TAYLOR, COLIN, FRANCIS | I | OWNER / DIRECTOR OF INVESTMENT MANAGEMENT | B | |
| TAYLOR, COLIN, FRANCIS | I | OWNER / DIRECTOR OF INVESTMENT MANAGEMENT | B | |
| TAYLOR, COLIN, FRANCIS | I | OWNER / DIRECTOR OF INVESTMENT MANAGEMENT | B | |
| TAYLOR, COLIN, FRANCIS | I | OWNER / DIRECTOR OF INVESTMENT MANAGEMENT | B | |
| TAYLOR, COLIN, FRANCIS | I | OWNER / DIRECTOR OF INVESTMENT MANAGEMENT | B | |
| TAYLOR, COLIN, FRANCIS | I | OWNER / DIRECTOR OF INVESTMENT MANAGEMENT | B | |
| TAYLOR, COLIN, FRANCIS | I | OWNER / DIRECTOR OF INVESTMENT MANAGEMENT | B | |
| TAYLOR, COLIN, FRANCIS | I | OWNER / DIRECTOR OF INVESTMENT MANAGEMENT | B | |
| TAYLOR, COLIN, FRANCIS | I | OWNER / DIRECTOR OF INVESTMENT MANAGEMENT | B | |
| CASTILLE, IAN, ASHLEY | I | OWNER/SENIOR FINANCIAL ADVISOR | A | |
| CASTILLE, IAN, ASHLEY | I | OWNER/SENIOR FINANCIAL ADVISOR | A | |
| CASTILLE, IAN, ASHLEY | I | OWNER/SENIOR FINANCIAL ADVISOR | A | |
| CASTILLE, IAN, ASHLEY | I | OWNER/SENIOR FINANCIAL ADVISOR | A | |
| CASTILLE, IAN, ASHLEY | I | OWNER/SENIOR FINANCIAL ADVISOR | A | |
| CASTILLE, IAN, ASHLEY | I | OWNER/SENIOR FINANCIAL ADVISOR | A | |
| CASTILLE, IAN, ASHLEY | I | OWNER/SENIOR FINANCIAL ADVISOR | A | |
| CASTILLE, IAN, ASHLEY | I | OWNER/SENIOR FINANCIAL ADVISOR | A | |
| CASTILLE, IAN, ASHLEY | I | OWNER/SENIOR FINANCIAL ADVISOR | A | |
| CASTILLE, IAN, ASHLEY | I | OWNER/SENIOR FINANCIAL ADVISOR | A | |
| CASTILLE, IAN, ASHLEY | I | OWNER/SENIOR FINANCIAL ADVISOR | A | |
| CASTILLE, IAN, ASHLEY | I | OWNER/SENIOR FINANCIAL ADVISOR | A | |
| CASTILLE, IAN, ASHLEY | I | OWNER/SENIOR FINANCIAL ADVISOR | A | |
| HENKE, DAWNALIZABETH | I | OWNER / CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | A | Control |
| HENKE, DAWNALIZABETH | I | OWNER / CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | A | Control |
| HENKE, DAWNALIZABETH | I | OWNER / CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | A | Control |
| HENKE, DAWNALIZABETH | I | OWNER / CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | A | Control |
| HENKE, DAWNALIZABETH | I | OWNER / CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | A | Control |
| HENKE, DAWNALIZABETH | I | OWNER / CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | A | Control |
| HENKE, DAWNALIZABETH | I | OWNER / CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | A | Control |
| HENKE, DAWNALIZABETH | I | OWNER / CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | A | Control |
| HENKE, DAWNALIZABETH | I | OWNER / CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | A | Control |
| HENKE, DAWNALIZABETH | I | OWNER / CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | A | Control |
| HENKE, DAWNALIZABETH | I | OWNER / CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | A | Control |
| HENKE, DAWNALIZABETH | I | OWNER / CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | A | Control |
| HENKE, DAWNALIZABETH | I | OWNER / CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | A | Control |
| HENKE, DAWNALIZABETH | I | OWNER / CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | A | Control |
| HENKE, DAWNALIZABETH | I | OWNER / CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | A | Control |
| TAYLOR, COLIN, FRANCIS | I | DIRECTOR OF INVESTMENT MANAGEMENT | A | |
| TAYLOR, COLIN, FRANCIS | I | DIRECTOR OF INVESTMENT MANAGEMENT | A | |
| TAYLOR, COLIN, FRANCIS | I | DIRECTOR OF INVESTMENT MANAGEMENT | A | |
| TAYLOR, COLIN, FRANCIS | I | DIRECTOR OF INVESTMENT MANAGEMENT | A | |
| TAYLOR, COLIN, FRANCIS | I | DIRECTOR OF INVESTMENT MANAGEMENT | A | |
| TAYLOR, COLIN, FRANCIS | I | DIRECTOR OF INVESTMENT MANAGEMENT | A | |
| TAYLOR, COLIN, FRANCIS | I | DIRECTOR OF INVESTMENT MANAGEMENT | A | |
| TAYLOR, COLIN, FRANCIS | I | DIRECTOR OF INVESTMENT MANAGEMENT | A | |
| TAYLOR, COLIN, FRANCIS | I | DIRECTOR OF INVESTMENT MANAGEMENT | A | |
| TAYLOR, COLIN, FRANCIS | I | DIRECTOR OF INVESTMENT MANAGEMENT | A | |
| TAYLOR, COLIN, FRANCIS | I | DIRECTOR OF INVESTMENT MANAGEMENT | A | |
| TAYLOR, COLIN, FRANCIS | I | DIRECTOR OF INVESTMENT MANAGEMENT | A | |
| TAYLOR, COLIN, FRANCIS | I | DIRECTOR OF INVESTMENT MANAGEMENT | A | |
| ZINMAN FAMILY TRUST | DE | OWNER | A | |
| ZINMAN FAMILY TRUST | DE | OWNER | A | |
| ZINMAN FAMILY TRUST | DE | OWNER | A | |
| ZINMAN FAMILY TRUST | DE | OWNER | A | |
| ZINMAN FAMILY TRUST | DE | OWNER | A | |
| ZINMAN FAMILY TRUST | DE | OWNER | A | |
| ZINMAN FAMILY TRUST | DE | OWNER | A | |
| ZINMAN FAMILY TRUST | DE | OWNER | A | |
| ZINMAN FAMILY TRUST | DE | OWNER | A | |
| ZINMAN FAMILY TRUST | DE | OWNER | A | |
| ZINMAN FAMILY TRUST | DE | OWNER | A | |
| ZINMAN FAMILY TRUST | DE | OWNER | A | |
| ZINMAN FAMILY TRUST | DE | OWNER | A | |
| ZINMAN FAMILY TRUST | DE | OWNER | A | |
| ZINMAN FAMILY TRUST | DE | OWNER | A | |
| ZINMAN FAMILY TRUST | DE | OWNER | A | |
| ZINMAN FAMILY TRUST | DE | OWNER | A | |
| ZINMAN FAMILY TRUST | DE | OWNER | A | |
| ZINMAN FAMILY TRUST | DE | OWNER | A | |
| ZINMAN FAMILY TRUST | DE | OWNER | A | |
| ZINMAN FAMILY TRUST | DE | OWNER | A | |
| ZINMAN FAMILY TRUST | DE | OWNER | A | |
| ZINMAN FAMILY TRUST | DE | OWNER | A | |
| ZINMAN FAMILY TRUST | DE | OWNER | A | |
| ZINMAN FAMILY TRUST | DE | OWNER | A | |
| ZINMAN FAMILY TRUST | DE | OWNER | A | |
| ZINMAN FAMILY TRUST | DE | OWNER | A | |
| ZINMAN FAMILY TRUST | DE | OWNER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CASTILLE, IAN, ASHLEY | I | CASTILLE FAMILY TRUST | F | Control |
| CASTILLE, IAN, ASHLEY | I | CASTILLE FAMILY TRUST | F | Control |
| CASTILLE, IAN, ASHLEY | I | CASTILLE FAMILY TRUST | F | Control |
| CASTILLE, IAN, ASHLEY | I | CASTILLE FAMILY TRUST | F | Control |
| CASTILLE, IAN, ASHLEY | I | CASTILLE FAMILY TRUST | F | Control |
| CASTILLE, IAN, ASHLEY | I | CASTILLE FAMILY TRUST | F | Control |
| CASTILLE, IAN, ASHLEY | I | CASTILLE FAMILY TRUST | F | Control |
| CASTILLE, IAN, ASHLEY | I | CASTILLE FAMILY TRUST | F | Control |
| CASTILLE, IAN, ASHLEY | I | CASTILLE FAMILY TRUST | F | Control |
| CASTILLE, IAN, ASHLEY | I | CASTILLE FAMILY TRUST | F | Control |
| CASTILLE, SARA, LYN DELEE | I | CASTILLE FAMILY TRUST | F | Control |
| CASTILLE, SARA, LYN DELEE | I | CASTILLE FAMILY TRUST | F | Control |
| CASTILLE, SARA, LYN DELEE | I | CASTILLE FAMILY TRUST | F | Control |
| CASTILLE, SARA, LYN DELEE | I | CASTILLE FAMILY TRUST | F | Control |
| CASTILLE, SARA, LYN DELEE | I | CASTILLE FAMILY TRUST | F | Control |
| CASTILLE, SARA, LYN DELEE | I | CASTILLE FAMILY TRUST | F | Control |
| CASTILLE, SARA, LYN DELEE | I | CASTILLE FAMILY TRUST | F | Control |
| CASTILLE, SARA, LYN DELEE | I | CASTILLE FAMILY TRUST | F | Control |
| CASTILLE, SARA, LYN DELEE | I | CASTILLE FAMILY TRUST | F | Control |
| CASTILLE, SARA, LYN DELEE | I | CASTILLE FAMILY TRUST | F | Control |
| HAYMAN, JOHN, STERRETT | I | CB TRUST | F | Control |
| HAYMAN, JOHN, STERRETT | I | CB TRUST | F | Control |
| HAYMAN, JOHN, STERRETT | I | CB TRUST | F | Control |
| HAYMAN, JOHN, STERRETT | I | CB TRUST | F | Control |
| HAYMAN, JOHN, STERRETT | I | CB TRUST | F | Control |
| HAYMAN, JOHN, STERRETT | I | CB TRUST | F | Control |
| HAYMAN, JOHN, STERRETT | I | CB TRUST | F | Control |
| HAYMAN, JOHN, STERRETT | I | CB TRUST | F | Control |
| HAYMAN, JOHN, STERRETT | I | CB TRUST | F | Control |
| HAYMAN, JOHN, STERRETT | I | CB TRUST | F | Control |
| HAYMAN, JOHN, STERRETT | I | CB TRUST | F | Control |
| HAYMAN, JOHN, STERRETT | I | CB TRUST | F | Control |
| HAYMAN, JOHN, STERRETT | I | CB TRUST | F | Control |
| HAYMAN, JOHN, STERRETT | I | CB TRUST | F | Control |
| HAYMAN, JOHN, STERRETT | I | CB TRUST | F | Control |
| HAYMAN, JOHN, STERRETT | I | CB TRUST | F | Control |
| HAYMAN, JOHN, STERRETT | I | CB TRUST | F | Control |
| HAYMAN, JOHN, STERRETT | I | CB TRUST | F | Control |
| HAYMAN, JOHN, STERRETT | I | CB TRUST | F | Control |
| HAYMAN, JOHN, STERRETT | I | CB TRUST | F | Control |
| HAYMAN, JOHN, STERRETT | I | CB TRUST | F | Control |
| HAYMAN, JOHN, STERRETT | I | CB TRUST | F | Control |
| HAYMAN, JOHN, STERRETT | I | CB TRUST | F | Control |
| LONGMUIR, NICOLA | I | CB TRUST | F | |
| LONGMUIR, NICOLA | I | CB TRUST | F | |
| LONGMUIR, NICOLA | I | CB TRUST | F | |
| LONGMUIR, NICOLA | I | CB TRUST | F | |
| LONGMUIR, NICOLA | I | CB TRUST | F | |
| LONGMUIR, NICOLA | I | CB TRUST | F | |
| LONGMUIR, NICOLA | I | CB TRUST | F | |
| LONGMUIR, NICOLA | I | CB TRUST | F | |
| LONGMUIR, NICOLA | I | CB TRUST | F | |
| LONGMUIR, NICOLA | I | CB TRUST | F | |
| LONGMUIR, NICOLA | I | CB TRUST | F | |
| LONGMUIR, NICOLA | I | CB TRUST | F | |
| LONGMUIR, NICOLA | I | CB TRUST | F | |
| LONGMUIR, NICOLA | I | CB TRUST | F | Control |
| LONGMUIR, NICOLA | I | CB TRUST | F | Control |
| LONGMUIR, NICOLA | I | CB TRUST | F | Control |
| LONGMUIR, NICOLA | I | CB TRUST | F | Control |
| LONGMUIR, NICOLA | I | CB TRUST | F | Control |
| LONGMUIR, NICOLA | I | CB TRUST | F | Control |
| LONGMUIR, NICOLA | I | CB TRUST | F | Control |
| LONGMUIR, NICOLA | I | CB TRUST | F | Control |
| LONGMUIR, NICOLA | I | CB TRUST | F | Control |
| LONGMUIR, NICOLA | I | CB TRUST | F | Control |
| ZINMAN, DONNA, LEWIS | I | ZINMAN FAMILY TRUST | F | Control |
| ZINMAN, DONNA, LEWIS | I | ZINMAN FAMILY TRUST | F | Control |
| ZINMAN, DONNA, LEWIS | I | ZINMAN FAMILY TRUST | F | Control |
| ZINMAN, DONNA, LEWIS | I | ZINMAN FAMILY TRUST | F | Control |
| ZINMAN, DONNA, LEWIS | I | ZINMAN FAMILY TRUST | F | Control |
| ZINMAN, DONNA, LEWIS | I | ZINMAN FAMILY TRUST | F | Control |
| ZINMAN, DONNA, LEWIS | I | ZINMAN FAMILY TRUST | F | Control |
| ZINMAN, DONNA, LEWIS | I | ZINMAN FAMILY TRUST | F | Control |
| ZINMAN, DONNA, LEWIS | I | ZINMAN FAMILY TRUST | F | Control |
| ZINMAN, DONNA, LEWIS | I | ZINMAN FAMILY TRUST | F | Control |
| ZINMAN, DONNA, LEWIS | I | ZINMAN FAMILY TRUST | F | Control |
| ZINMAN, DONNA, LEWIS | I | ZINMAN FAMILY TRUST | F | Control |
| ZINMAN, DONNA, LEWIS | I | ZINMAN FAMILY TRUST | F | Control |
| ZINMAN, DONNA, LEWIS | I | ZINMAN FAMILY TRUST | F | Control |
| ZINMAN, DONNA, LEWIS | I | ZINMAN FAMILY TRUST | F | Control |
| ZINMAN, DONNA, LEWIS | I | ZINMAN FAMILY TRUST | F | Control |
| ZINMAN, DONNA, LEWIS | I | ZINMAN FAMILY TRUST | F | Control |
| ZINMAN, DONNA, LEWIS | I | ZINMAN FAMILY TRUST | F | Control |
| ZINMAN, DONNA, LEWIS | I | ZINMAN FAMILY TRUST | F | Control |
| ZINMAN, DONNA, LEWIS | I | ZINMAN FAMILY TRUST | F | Control |
| ZINMAN, DONNA, LEWIS | I | ZINMAN FAMILY TRUST | F | Control |
| ZINMAN, DONNA, LEWIS | I | ZINMAN FAMILY TRUST | F | Control |
| ZINMAN, DONNA, LEWIS | I | ZINMAN FAMILY TRUST | F | Control |
| ZINMAN, MARK, A | I | ZINMAN FAMILY TRUST | F | |
| ZINMAN, MARK, A | I | ZINMAN FAMILY TRUST | F | |
| ZINMAN, MARK, A | I | ZINMAN FAMILY TRUST | F | |
| ZINMAN, MARK, A | I | ZINMAN FAMILY TRUST | F | |
| ZINMAN, MARK, A | I | ZINMAN FAMILY TRUST | F | |
| ZINMAN, MARK, A | I | ZINMAN FAMILY TRUST | F | |
| ZINMAN, MARK, A | I | ZINMAN FAMILY TRUST | F | |
| ZINMAN, MARK, A | I | ZINMAN FAMILY TRUST | F | |
| ZINMAN, MARK, A | I | ZINMAN FAMILY TRUST | F | |
| ZINMAN, MARK, A | I | ZINMAN FAMILY TRUST | F | |
| ZINMAN, MARK, A | I | ZINMAN FAMILY TRUST | F | |
| ZINMAN, MARK, A | I | ZINMAN FAMILY TRUST | F | |
| ZINMAN, MARK, A | I | ZINMAN FAMILY TRUST | F | |
| ZINMAN, MARK, A | I | ZINMAN FAMILY TRUST | F | Control |
| ZINMAN, MARK, A | I | ZINMAN FAMILY TRUST | F | Control |
| ZINMAN, MARK, A | I | ZINMAN FAMILY TRUST | F | Control |
| ZINMAN, MARK, A | I | ZINMAN FAMILY TRUST | F | Control |
| ZINMAN, MARK, A | I | ZINMAN FAMILY TRUST | F | Control |
| ZINMAN, MARK, A | I | ZINMAN FAMILY TRUST | F | Control |
| ZINMAN, MARK, A | I | ZINMAN FAMILY TRUST | F | Control |
| ZINMAN, MARK, A | I | ZINMAN FAMILY TRUST | F | Control |
| ZINMAN, MARK, A | I | ZINMAN FAMILY TRUST | F | Control |
| ZINMAN, MARK, A | I | ZINMAN FAMILY TRUST | F | Control |
Registrations
Federal
IA
Dec 19, 2025 REGISTERED
Notice Filings (14)
AZ CA CO HI ID LA MD NE NH NY OR TX UT WA
Address
1855 OLYMPIC BLVD.STE 300
WALNUT CREEK, CA 94596
United States
Phone: 925-299-1500