APPLETON PARTNERS, INC.
CRD #110049 SEC #801-29384 BOSTON, MA 617-338-0700
SEC Registered
Total AUM
$13.5B
Discretionary
$13.5B
Employees
61
Clients
101
Accounts
7,414
Firm Details
- Organization Type
- Corporation
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 7, 2025
- Branch Offices
- 0
- LEI
- 984500DE677D0F80FE76
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BURGE, KATHLEEN, MARY | I | EXEC VICE PRESIDENT,CFO, DIRECTOR | NA | Control |
| BURGE, KATHLEEN, MARY | I | EXEC VICE PRESIDENT,CFO, DIRECTOR | NA | Control |
| BURGE, KATHLEEN, MARY | I | EXEC VICE PRESIDENT,CFO, DIRECTOR | NA | Control |
| BURGE, KATHLEEN, MARY | I | EXEC VICE PRESIDENT,CFO, DIRECTOR | NA | Control |
| BURGE, KATHLEEN, MARY | I | EXEC VICE PRESIDENT,CFO, DIRECTOR | NA | Control |
| BURGE, KATHLEEN, MARY | I | DIRECTOR | NA | |
| BURGE, KATHLEEN, MARY | I | EXEC VICE PRESIDENT,CFO, DIRECTOR | NA | Control |
| BURGE, KATHLEEN, MARY | I | EXEC VICE PRESIDENT,CFO, DIRECTOR | NA | Control |
| BURGE, KATHLEEN, MARY | I | DIRECTOR | NA | |
| BURGE, KATHLEEN, MARY | I | EXEC VICE PRESIDENT,CFO, DIRECTOR | NA | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | NA | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | NA | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | NA | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | NA | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | NA | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | NA | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | NA | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | NA | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | NA | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | NA | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | NA | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | NA | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | NA | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | NA | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | NA | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | NA | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | NA | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | NA | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | NA | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | NA | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | NA | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | NA | Control |
| CHEVRIERE, J.P. | I | DIRECTOR | NA | |
| CHEVRIERE, J.P. | I | DIRECTOR | NA | |
| CHEVRIERE, J.P. | I | DIRECTOR | NA | |
| CHEVRIERE, J.P. | I | DIRECTOR | NA | |
| CHEVRIERE, J.P. | I | DIRECTOR | NA | |
| CHEVRIERE, J.P. | I | DIRECTOR | NA | |
| CHEVRIERE, J.P. | I | DIRECTOR | NA | |
| CHEVRIERE, J.P. | I | DIRECTOR | NA | |
| CHEVRIERE, J.P. | I | DIRECTOR | NA | |
| CHEVRIERE, J.P. | I | DIRECTOR | NA | |
| CHEVRIERE, J.P. | I | DIRECTOR | NA | |
| CHEVRIERE, J.P. | I | DIRECTOR | NA | |
| CHEVRIERE, J.P. | I | DIRECTOR | NA | |
| CHEVRIERE, J.P. | I | DIRECTOR | NA | |
| CHEVRIERE, J.P. | I | DIRECTOR | NA | |
| CHEVRIERE, J.P. | I | DIRECTOR | NA | |
| CHEVRIERE, J.P. | I | DIRECTOR | NA | |
| CHEVRIERE, J.P. | I | DIRECTOR | NA | |
| CHEVRIERE, J.P. | I | DIRECTOR | NA | |
| CHEVRIERE, J.P. | I | DIRECTOR | NA | |
| CHEVRIERE, J.P. | I | DIRECTOR | NA | |
| CHEVRIERE, J.P. | I | DIRECTOR | NA | |
| CHEVRIERE, J.P. | I | DIRECTOR | NA | |
| CHEVRIERE, J.P. | I | DIRECTOR | NA | |
| CHEVRIERE, J.P. | I | DIRECTOR | NA | |
| CHEVRIERE, J.P. | I | DIRECTOR | NA | |
| CHEVRIERE, J.P. | I | DIRECTOR | NA | |
| CHEVRIERE, J.P. | I | DIRECTOR | NA | |
| CHEVRIERE, J.P. | I | DIRECTOR | NA | |
| CHEVRIERE, J.P. | I | DIRECTOR | NA | |
| CHEVRIERE, J.P. | I | DIRECTOR | NA | |
| CHEVRIERE, J.P. | I | DIRECTOR | NA | |
| CHEVRIERE, J.P. | I | DIRECTOR | NA | |
| CHEVRIERE, J.P. | I | DIRECTOR | NA | |
| CHEVRIERE, J.P. | I | DIRECTOR | NA | |
| CHEVRIERE, J.P. | I | DIRECTOR | NA | |
| CHEVRIERE, J.P. | I | DIRECTOR | NA | |
| CHEVRIERE, J.P. | I | DIRECTOR | NA | |
| COSTELLO, MICHAEL | I | DIRECTOR | NA | |
| COSTELLO, MICHAEL | I | DIRECTOR | NA | |
| COSTELLO, MICHAEL | I | DIRECTOR | NA | |
| COSTELLO, MICHAEL | I | DIRECTOR | NA | |
| COSTELLO, MICHAEL | I | DIRECTOR | NA | |
| COSTELLO, MICHAEL | I | DIRECTOR | NA | |
| COSTELLO, MICHAEL | I | DIRECTOR | NA | |
| COSTELLO, MICHAEL | I | DIRECTOR | NA | |
| COSTELLO, MICHAEL | I | DIRECTOR | NA | |
| COSTELLO, MICHAEL | I | DIRECTOR | NA | |
| COSTELLO, MICHAEL | I | DIRECTOR | NA | |
| COSTELLO, MICHAEL | I | DIRECTOR | NA | |
| COSTELLO, MICHAEL | I | DIRECTOR | NA | |
| COSTELLO, MICHAEL | I | DIRECTOR | NA | |
| COSTELLO, MICHAEL | I | DIRECTOR | NA | |
| COSTELLO, MICHAEL | I | DIRECTOR | NA | |
| COSTELLO, MICHAEL | I | DIRECTOR | NA | |
| COSTELLO, MICHAEL | I | DIRECTOR | NA | |
| COSTELLO, MICHAEL | I | DIRECTOR | NA | |
| COSTELLO, MICHAEL | I | DIRECTOR | NA | |
| COSTELLO, MICHAEL | I | DIRECTOR | NA | |
| COSTELLO, MICHAEL | I | DIRECTOR | NA | |
| COSTELLO, MICHAEL | I | DIRECTOR | NA | |
| COSTELLO, MICHAEL | I | DIRECTOR | NA | |
| DELLAROCCO, PAUL | I | DIRECTOR | NA | |
| DELLAROCCO, PAUL | I | DIRECTOR | NA | |
| DELLAROCCO, PAUL | I | DIRECTOR | NA | |
| DELLAROCCO, PAUL | I | DIRECTOR | NA | |
| DELLAROCCO, PAUL | I | DIRECTOR | NA | |
| DELLAROCCO, PAUL | I | DIRECTOR | NA | |
| DELLAROCCO, PAUL | I | DIRECTOR | NA | |
| DELLAROCCO, PAUL | I | DIRECTOR | NA | |
| HUBLEY, MICHELE, DAWN | I | VP, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUBLEY, MICHELE, DAWN | I | VP, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUBLEY, MICHELE, DAWN | I | VP, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUBLEY, MICHELE, DAWN | I | VP, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUBLEY, MICHELE, DAWN | I | VP, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUBLEY, MICHELE, DAWN | I | VP, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUBLEY, MICHELE, DAWN | I | VP, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUBLEY, MICHELE, DAWN | I | VP, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUBLEY, MICHELE, DAWN | I | VP, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUBLEY, MICHELE, DAWN | I | VP, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUBLEY, MICHELE, DAWN | I | SVP, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUBLEY, MICHELE, DAWN | I | SVP, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUBLEY, MICHELE, DAWN | I | SVP, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUBLEY, MICHELE, DAWN | I | VP, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUBLEY, MICHELE, DAWN | I | VP, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUBLEY, MICHELE, DAWN | I | VP, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUBLEY, MICHELE, DAWN | I | SVP, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUBLEY, MICHELE, DAWN | I | SVP, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUBLEY, MICHELE, DAWN | I | SVP, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUBLEY, MICHELE, DAWN | I | SVP, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUBLEY, MICHELE, DAWN | I | SVP, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUBLEY, MICHELE, DAWN | I | SVP, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUBLEY, MICHELE, DAWN | I | SVP, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUBLEY, MICHELE, DAWN | I | SVP, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUBLEY, MICHELE, DAWN | I | SVP, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUBLEY, MICHELE, DAWN | I | SVP, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUBLEY, MICHELE, DAWN | I | SVP, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUBLEY, MICHELE, DAWN | I | SVP, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUBLEY, MICHELE, DAWN | I | SVP, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUBLEY, MICHELE, DAWN | I | SVP, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUBLEY, MICHELE, DAWN | I | SVP, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUBLEY, MICHELE, DAWN | I | SVP, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUBLEY, MICHELE, DAWN | I | SVP, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUBLEY, MICHELE, DAWN | I | SVP, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUBLEY, MICHELE, DAWN | I | SVP | NA | Control |
| HUBLEY, MICHELE, DAWN | I | SVP, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUBLEY, MICHELE, DAWN | I | SVP | NA | Control |
| HUBLEY, MICHELE, DAWN | I | SVP | NA | Control |
| HUBLEY, MICHELE, DAWN | I | SVP - CO-COO | NA | Control |
| HUBLEY, MICHELE, DAWN | I | SVP | NA | Control |
| HUBLEY, MICHELE, DAWN | I | SVP - CO-COO | NA | Control |
| HUBLEY, MICHELE, DAWN | I | SVP - CO-COO | NA | Control |
| HUBLEY, MICHELE, DAWN | I | SVP - TREASURER & HEAD OF HR | NA | Control |
| HUBLEY, MICHELE, DAWN | I | SVP - TREASURER & HEAD OF HR | NA | Control |
| HUBLEY, MICHELE, DAWN | I | SVP - TREASURER & HEAD OF HR | NA | Control |
| HUBLEY, MICHELE, DAWN | I | SVP - TREASURER & HEAD OF HR | NA | Control |
| Howard, Michael, Thomas | I | VP, CHIEF COMPLIANCE OFFICER | NA | Control |
| Howard, Michael, Thomas | I | VP, CHIEF COMPLIANCE OFFICER | NA | Control |
| Howard, Michael, Thomas | I | VP, CHIEF COMPLIANCE OFFICER | NA | Control |
| Howard, Michael, Thomas | I | VP, CHIEF COMPLIANCE OFFICER | NA | Control |
| Howard, Michael, Thomas | I | VP, CHIEF COMPLIANCE OFFICER | NA | Control |
| Howard, Michael, Thomas | I | VP, CHIEF COMPLIANCE OFFICER | NA | Control |
| Howard, Michael, Thomas | I | VP, CHIEF COMPLIANCE OFFICER | NA | Control |
| Howard, Michael, Thomas | I | VP, CHIEF COMPLIANCE OFFICER | NA | Control |
| Howard, Michael, Thomas | I | VP, CHIEF COMPLIANCE OFFICER | NA | Control |
| Howard, Michael, Thomas | I | VP, CHIEF COMPLIANCE OFFICER | NA | Control |
| Howard, Michael, Thomas | I | VP, CHIEF COMPLIANCE OFFICER | NA | Control |
| IVES, CORNELIA, SPENCER | I | DIRECTOR | NA | |
| IVES, CORNELIA, SPENCER | I | DIRECTOR | NA | |
| IVES, CORNELIA, SPENCER | I | DIRECTOR | NA | |
| IVES, CORNELIA, SPENCER | I | DIRECTOR | NA | |
| IVES, CORNELIA, SPENCER | I | DIRECTOR | NA | |
| IVES, CORNELIA, SPENCER | I | DIRECTOR | NA | |
| IVES, CORNELIA, SPENCER | I | DIRECTOR | NA | |
| IVES, CORNELIA, SPENCER | I | DIRECTOR | NA | |
| IVES, CORNELIA, SPENCER | I | DIRECTOR | NA | |
| IVES, CORNELIA, SPENCER | I | DIRECTOR | NA | |
| IVES, CORNELIA, SPENCER | I | DIRECTOR | NA | |
| IVES, CORNELIA, SPENCER | I | DIRECTOR | NA | |
| IVES, CORNELIA, SPENCER | I | DIRECTOR | NA | |
| IVES, CORNELIA, SPENCER | I | DIRECTOR | NA | |
| IVES, CORNELIA, SPENCER | I | DIRECTOR | NA | |
| IVES, CORNELIA, SPENCER | I | DIRECTOR | NA | |
| IVES, CORNELIA, SPENCER | I | DIRECTOR | NA | |
| IVES, CORNELIA, SPENCER | I | DIRECTOR | NA | |
| IVES, CORNELIA, SPENCER | I | DIRECTOR | NA | |
| IVES, CORNELIA, SPENCER | I | DIRECTOR | NA | |
| IVES, CORNELIA, SPENCER | I | DIRECTOR | NA | |
| IVES, CORNELIA, SPENCER | I | DIRECTOR | NA | |
| IVES, CORNELIA, SPENCER | I | DIRECTOR | NA | |
| IVES, CORNELIA, SPENCER | I | DIRECTOR | NA | |
| IVES, CORNELIA, SPENCER | I | DIRECTOR | NA | |
| IVES, CORNELIA, SPENCER | I | DIRECTOR | NA | |
| IVES, CORNELIA, SPENCER | I | DIRECTOR | NA | |
| IVES, CORNELIA, SPENCER | I | DIRECTOR | NA | |
| IVES, CORNELIA, SPENCER | I | DIRECTOR | NA | |
| IVES, CORNELIA, SPENCER | I | DIRECTOR | NA | |
| KINGMAN, WILLIAM, LOCKWOOD | I | DIRECTOR | NA | |
| KINGMAN, WILLIAM, LOCKWOOD | I | DIRECTOR | NA | |
| KINGMAN, WILLIAM, LOCKWOOD | I | DIRECTOR | NA | |
| KINGMAN, WILLIAM, LOCKWOOD | I | DIRECTOR | NA | |
| KINGMAN, WILLIAM, LOCKWOOD | I | DIRECTOR | NA | |
| KINGMAN, WILLIAM, LOCKWOOD | I | DIRECTOR | NA | |
| KINGMAN, WILLIAM, LOCKWOOD | I | DIRECTOR | NA | |
| KINGMAN, WILLIAM, LOCKWOOD | I | DIRECTOR | NA | |
| KRANTZ, ROBERT, ALAN | I | SVP - CO-COO | NA | Control |
| KRANTZ, ROBERT, ALAN | I | SVP - CO-COO | NA | Control |
| KRANTZ, ROBERT, ALAN | I | SVP - CO-COO | NA | Control |
| KRANTZ, ROBERT, ALAN | I | SVP - CO-COO | NA | Control |
| KRANTZ, ROBERT, ALAN | I | SVP - CO-COO | NA | Control |
| KRANTZ, ROBERT, ALAN | I | SVP - CO-COO | NA | Control |
| KRANTZ, ROBERT, ALAN | I | SVP - CO-COO | NA | Control |
| LADGE, JAMES, IRA | I | SENIOR VICE PRESIDENT, COO | NA | Control |
| LADGE, JAMES, IRA | I | SENIOR VICE PRESIDENT, COO | NA | Control |
| LADGE, JAMES, IRA | I | SENIOR VICE PRESIDENT, COO | NA | Control |
| LADGE, JAMES, IRA | I | SENIOR VICE PRESIDENT, COO | NA | Control |
| LADGE, JAMES, IRA | I | SENIOR VICE PRESIDENT, COO | NA | Control |
| LADGE, JAMES, IRA | I | SENIOR VICE PRESIDENT, COO | NA | Control |
| LADGE, JAMES, IRA | I | SENIOR VICE PRESIDENT, COO | NA | Control |
| LADGE, JAMES, IRA | I | SENIOR VICE PRESIDENT, COO | NA | Control |
| LADGE, JAMES, IRA | I | SENIOR VICE PRESIDENT, COO | NA | Control |
| LADGE, JAMES, IRA | I | SENIOR VICE PRESIDENT, COO | NA | Control |
| LADGE, JAMES, IRA | I | SENIOR VICE PRESIDENT, COO | NA | Control |
| LADGE, JAMES, IRA | I | SENIOR VICE PRESIDENT, COO | NA | Control |
| LADGE, JAMES, IRA | I | SENIOR VICE PRESIDENT, COO | NA | Control |
| LADGE, JAMES, IRA | I | SENIOR VICE PRESIDENT, COO | NA | Control |
| LADGE, JAMES, IRA | I | SENIOR VICE PRESIDENT, COO | NA | Control |
| MEYER, CHARLES, GARRISON | I | DIRECTOR | NA | |
| MEYER, CHARLES, GARRISON | I | DIRECTOR | NA | |
| MEYER, CHARLES, GARRISON | I | DIRECTOR | NA | |
| MEYER, CHARLES, GARRISON | I | DIRECTOR | NA | |
| MEYER, CHARLES, GARRISON | I | DIRECTOR | NA | |
| MEYER, CHARLES, GARRISON | I | DIRECTOR | NA | |
| MEYER, CHARLES, GARRISON | I | DIRECTOR | NA | |
| NEEDHAM, ROBERT, B | I | DIRECTOR | NA | |
| NEEDHAM, ROBERT, B | I | DIRECTOR | NA | |
| NEEDHAM, ROBERT, B | I | DIRECTOR | NA | |
| NEEDHAM, ROBERT, B | I | DIRECTOR | NA | |
| NEEDHAM, ROBERT, B | I | DIRECTOR | NA | |
| NEEDHAM, ROBERT, B | I | DIRECTOR | NA | |
| NEEDHAM, ROBERT, B | I | DIRECTOR | NA | |
| NEEDHAM, ROBERT, B | I | DIRECTOR | NA | |
| NEEDHAM, ROBERT, B | I | DIRECTOR | NA | |
| NEEDHAM, ROBERT, B | I | DIRECTOR | NA | |
| NEEDHAM, ROBERT, B | I | DIRECTOR | NA | |
| NEEDHAM, ROBERT, B | I | DIRECTOR | NA | |
| NEEDHAM, ROBERT, B | I | DIRECTOR | NA | |
| NEEDHAM, ROBERT, B | I | DIRECTOR | NA | |
| NEEDHAM, ROBERT, B | I | DIRECTOR | NA | |
| NEEDHAM, ROBERT, B | I | DIRECTOR | NA | |
| NEEDHAM, ROBERT, B | I | DIRECTOR | NA | |
| NEEDHAM, ROBERT, B | I | DIRECTOR | NA | |
| NEEDHAM, ROBERT, B | I | DIRECTOR | NA | |
| NEEDHAM, ROBERT, B | I | DIRECTOR | NA | |
| NEEDHAM, ROBERT, B | I | DIRECTOR | NA | |
| NEEDHAM, ROBERT, B | I | DIRECTOR | NA | |
| NEEDHAM, ROBERT, B | I | DIRECTOR | NA | |
| NEEDHAM, ROBERT, B | I | DIRECTOR | NA | |
| NEEDHAM, ROBERT, B | I | DIRECTOR | NA | |
| NEEDHAM, ROBERT, B | I | DIRECTOR | NA | |
| NEEDHAM, ROBERT, B | I | DIRECTOR | NA | |
| NEEDHAM, ROBERT, B | I | DIRECTOR | NA | |
| NEEDHAM, ROBERT, B | I | DIRECTOR | NA | |
| NEEDHAM, ROBERT, B | I | DIRECTOR | NA | |
| NEEDHAM, ROBERT, B | I | DIRECTOR | NA | |
| NEEDHAM, ROBERT, B | I | DIRECTOR | NA | |
| NEEDHAM, ROBERT, B | I | DIRECTOR | NA | |
| NEEDHAM, ROBERT, B | I | DIRECTOR | NA | |
| NEEDHAM, ROBERT, B | I | DIRECTOR | NA | |
| NEEDHAM, ROBERT, B | I | DIRECTOR | NA | |
| NEEDHAM, ROBERT, B | I | DIRECTOR | NA | |
| NEEDHAM, ROBERT, B | I | DIRECTOR | NA | |
| NOVACK, KENNETH, JOSEPH | I | DIRECTOR | NA | |
| NOVACK, KENNETH, JOSEPH | I | DIRECTOR | NA | |
| NOVACK, KENNETH, JOSEPH | I | DIRECTOR | NA | |
| NOVACK, KENNETH, JOSEPH | I | DIRECTOR | NA | |
| NOVACK, KENNETH, JOSEPH | I | DIRECTOR | NA | |
| NOVACK, KENNETH, JOSEPH | I | DIRECTOR | NA | |
| NOVACK, KENNETH, JOSEPH | I | DIRECTOR | NA | |
| NOVACK, KENNETH, JOSEPH | I | DIRECTOR | NA | |
| NOVACK, KENNETH, JOSEPH | I | DIRECTOR | NA | |
| NOVACK, KENNETH, JOSEPH | I | DIRECTOR | NA | |
| NOVACK, KENNETH, JOSEPH | I | DIRECTOR | NA | |
| NOVACK, KENNETH, JOSEPH | I | DIRECTOR | NA | |
| NOVACK, KENNETH, JOSEPH | I | DIRECTOR | NA | |
| NOVACK, KENNETH, JOSEPH | I | DIRECTOR | NA | |
| NOVACK, KENNETH, JOSEPH | I | DIRECTOR | NA | |
| NOVACK, KENNETH, JOSEPH | I | DIRECTOR | NA | |
| NOVACK, KENNETH, JOSEPH | I | DIRECTOR | NA | |
| NOVACK, KENNETH, JOSEPH | I | DIRECTOR | NA | |
| NOVACK, KENNETH, JOSEPH | I | DIRECTOR | NA | |
| NOVACK, KENNETH, JOSEPH | I | DIRECTOR | NA | |
| NOVACK, KENNETH, JOSEPH | I | DIRECTOR | NA | |
| NOVACK, KENNETH, JOSEPH | I | DIRECTOR | NA | |
| NOVACK, KENNETH, JOSEPH | I | DIRECTOR | NA | |
| NOVACK, KENNETH, JOSEPH | I | DIRECTOR | NA | |
| NOVACK, KENNETH, JOSEPH | I | DIRECTOR | NA | |
| NOVACK, KENNETH, JOSEPH | I | DIRECTOR | NA | |
| NOVACK, KENNETH, JOSEPH | I | DIRECTOR | NA | |
| NOVACK, KENNETH, JOSEPH | I | DIRECTOR | NA | |
| NOVACK, KENNETH, JOSEPH | I | DIRECTOR | NA | |
| NOVACK, KENNETH, JOSEPH | I | DIRECTOR | NA | |
| NOVACK, KENNETH, JOSEPH | I | DIRECTOR | NA | |
| NOVACK, KENNETH, JOSEPH | I | DIRECTOR | NA | |
| NOVACK, KENNETH, JOSEPH | I | DIRECTOR | NA | |
| NOVACK, KENNETH, JOSEPH | I | DIRECTOR | NA | |
| NOVACK, KENNETH, JOSEPH | I | DIRECTOR | NA | |
| NOVACK, KENNETH, JOSEPH | I | DIRECTOR | NA | |
| NOVACK, KENNETH, JOSEPH | I | DIRECTOR | NA | |
| NOVACK, KENNETH, JOSEPH | I | DIRECTOR | NA | |
| PETTY, WILLIAM, TERRELL | I | DIRECTOR | NA | |
| PETTY, WILLIAM, TERRELL | I | DIRECTOR | NA | |
| PETTY, WILLIAM, TERRELL | I | DIRECTOR | NA | |
| PETTY, WILLIAM, TERRELL | I | DIRECTOR | NA | |
| PETTY, WILLIAM, TERRELL | I | DIRECTOR | NA | |
| PETTY, WILLIAM, TERRELL | I | DIRECTOR | NA | |
| PETTY, WILLIAM, TERRELL | I | DIRECTOR | NA | |
| PETTY, WILLIAM, TERRELL | I | DIRECTOR | NA | |
| PETTY, WILLIAM, TERRELL | I | DIRECTOR | NA | |
| PETTY, WILLIAM, TERRELL | I | DIRECTOR | NA | |
| PETTY, WILLIAM, TERRELL | I | DIRECTOR | NA | |
| PETTY, WILLIAM, TERRELL | I | DIRECTOR | NA | |
| PETTY, WILLIAM, TERRELL | I | DIRECTOR | NA | |
| PETTY, WILLIAM, TERRELL | I | DIRECTOR | NA | |
| PETTY, WILLIAM, TERRELL | I | DIRECTOR | NA | |
| PETTY, WILLIAM, TERRELL | I | DIRECTOR | NA | |
| PETTY, WILLIAM, TERRELL | I | DIRECTOR | NA | |
| PETTY, WILLIAM, TERRELL | I | DIRECTOR | NA | |
| PETTY, WILLIAM, TERRELL | I | DIRECTOR | NA | |
| PETTY, WILLIAM, TERRELL | I | DIRECTOR | NA | |
| PETTY, WILLIAM, TERRELL | I | DIRECTOR | NA | |
| PETTY, WILLIAM, TERRELL | I | DIRECTOR | NA | |
| PETTY, WILLIAM, TERRELL | I | DIRECTOR | NA | |
| PETTY, WILLIAM, TERRELL | I | DIRECTOR | NA | |
| PETTY, WILLIAM, TERRELL | I | DIRECTOR | NA | |
| PETTY, WILLIAM, TERRELL | I | DIRECTOR | NA | |
| PETTY, WILLIAM, TERRELL | I | DIRECTOR | NA | |
| PETTY, WILLIAM, TERRELL | I | DIRECTOR | NA | |
| PETTY, WILLIAM, TERRELL | I | DIRECTOR | NA | |
| PETTY, WILLIAM, TERRELL | I | DIRECTOR | NA | |
| PETTY, WILLIAM, TERRELL | I | DIRECTOR | NA | |
| PETTY, WILLIAM, TERRELL | I | DIRECTOR | NA | |
| PETTY, WILLIAM, TERRELL | I | DIRECTOR | NA | |
| PETTY, WILLIAM, TERRELL | I | DIRECTOR | NA | |
| PETTY, WILLIAM, TERRELL | I | DIRECTOR | NA | |
| PETTY, WILLIAM, TERRELL | I | DIRECTOR | NA | |
| PETTY, WILLIAM, TERRELL | I | DIRECTOR | NA | |
| PETTY, WILLIAM, TERRELL | I | DIRECTOR | NA | |
| TRACY, BONNIE, BROPHY | I | DIRECTOR | NA | |
| TRACY, BONNIE, BROPHY | I | DIRECTOR | NA | |
| TRACY, BONNIE, BROPHY | I | DIRECTOR | NA | |
| TRACY, BONNIE, BROPHY | I | DIRECTOR | NA | |
| TRACY, BONNIE, BROPHY | I | DIRECTOR | NA | |
| TRACY, BONNIE, BROPHY | I | DIRECTOR | NA | |
| TRACY, BONNIE, BROPHY | I | DIRECTOR | NA | |
| TRACY, BONNIE, BROPHY | I | DIRECTOR | NA | |
| TRACY, BONNIE, BROPHY | I | DIRECTOR | NA | |
| TRACY, BONNIE, BROPHY | I | DIRECTOR | NA | |
| TRACY, BONNIE, BROPHY | I | DIRECTOR | NA | |
| TRACY, BONNIE, BROPHY | I | DIRECTOR | NA | |
| TRACY, BONNIE, BROPHY | I | DIRECTOR | NA | |
| TRACY, BONNIE, BROPHY | I | DIRECTOR | NA | |
| TRACY, BONNIE, BROPHY | I | DIRECTOR | NA | |
| TRACY, BONNIE, BROPHY | I | DIRECTOR | NA | |
| TRACY, BONNIE, BROPHY | I | DIRECTOR | NA | |
| TRACY, BONNIE, BROPHY | I | DIRECTOR | NA | |
| WILLIAMS, MARK, THOMAS | I | DIRECTOR | NA | |
| WILLIAMS, MARK, THOMAS | I | DIRECTOR | NA | |
| WILLIAMS, MARK, THOMAS | I | DIRECTOR | NA | |
| WILLIAMS, MARK, THOMAS | I | DIRECTOR | NA | |
| WILLIAMS, MARK, THOMAS | I | DIRECTOR | NA | |
| WILLIAMS, MARK, THOMAS | I | DIRECTOR | NA | |
| WILLIAMS, MARK, THOMAS | I | DIRECTOR | NA | |
| WILLIAMS, MARK, THOMAS | I | DIRECTOR | NA | |
| WILLIAMS, MARK, THOMAS | I | DIRECTOR | NA | |
| WILLIAMS, MARK, THOMAS | I | DIRECTOR | NA | |
| WILLIAMS, MARK, THOMAS | I | DIRECTOR | NA | |
| WILLIAMS, MARK, THOMAS | I | DIRECTOR | NA | |
| WILLIAMS, MARK, THOMAS | I | DIRECTOR | NA | |
| WILLIAMS, MARK, THOMAS | I | DIRECTOR | NA | |
| WILLIAMS, MARK, THOMAS | I | DIRECTOR | NA | |
| WILLIAMS, MARK, THOMAS | I | DIRECTOR | NA | |
| WILLIAMS, MARK, THOMAS | I | DIRECTOR | NA | |
| WILLIAMS, MARK, THOMAS | I | DIRECTOR | NA | |
| WILLIAMS, MARK, THOMAS | I | DIRECTOR | NA | |
| WILLIAMS, MARK, THOMAS | I | DIRECTOR | NA | |
| WILLIAMS, MARK, THOMAS | I | DIRECTOR | NA | |
| WILLIAMS, MARK, THOMAS | I | DIRECTOR | NA | |
| WILLIAMS, MARK, THOMAS | I | DIRECTOR | NA | |
| WILLIAMS, MARK, THOMAS | I | DIRECTOR | NA | |
| WILLIAMS, MARK, THOMAS | I | DIRECTOR | NA | |
| WILLIAMS, MARK, THOMAS | I | DIRECTOR | NA | |
| WILLIAMS, MARK, THOMAS | I | DIRECTOR | NA | |
| WILLIAMS, MARK, THOMAS | I | DIRECTOR | NA | |
| WILLIAMS, MARK, THOMAS | I | DIRECTOR | NA | |
| WILLIAMS, MARK, THOMAS | I | DIRECTOR | NA | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| APPLETON PARTNERS BUSINESS TRUST | DE | BUSINESS TRUST | E | |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | D | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | D | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | D | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | D | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | D | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | D | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO | D | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | D | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | D | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | D | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | D | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | D | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | D | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | D | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | D | Control |
| BURGE, KATHLEEN, MARY | I | EXEC VICE PRESIDENT,CFO, DIRECTOR | C | Control |
| BURGE, KATHLEEN, MARY | I | EXEC VICE PRESIDENT,CFO, DIRECTOR | C | Control |
| BURGE, KATHLEEN, MARY | I | EXEC VICE PRESIDENT,CFO, DIRECTOR | C | Control |
| BURGE, KATHLEEN, MARY | I | EXEC VICE PRESIDENT,CFO, DIRECTOR | C | Control |
| BURGE, KATHLEEN, MARY | I | EXEC VICE PRESIDENT,CFO, DIRECTOR | C | Control |
| BURGE, KATHLEEN, MARY | I | EXEC VICE PRESIDENT,CFO, DIRECTOR | C | Control |
| BURGE, KATHLEEN, MARY | I | EXECUTIVE VICE PRESIDENT, CFO | C | Control |
| BURGE, KATHLEEN, MARY | I | EXEC VICE PRESIDENT,CFO, DIRECTOR | C | Control |
| BURGE, KATHLEEN, MARY | I | EXEC VICE PRESIDENT,CFO, DIRECTOR | C | Control |
| BURGE, KATHLEEN, MARY | I | EXEC VICE PRESIDENT,CFO, DIRECTOR | C | Control |
| BURGE, KATHLEEN, MARY | I | EXEC VICE PRESIDENT,CFO, DIRECTOR | C | Control |
| BURGE, KATHLEEN, MARY | I | EXEC VICE PRESIDENT,CFO, DIRECTOR | C | Control |
| BURGE, KATHLEEN, MARY | I | EXEC VICE PRESIDENT,CFO, DIRECTOR | C | Control |
| BURGE, KATHLEEN, MARY | I | EXEC VICE PRESIDENT,CFO, DIRECTOR | C | Control |
| BURGE, KATHLEEN, MARY | I | EXEC VICE PRESIDENT,CFO, DIRECTOR | C | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | C | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | C | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | C | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | C | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | C | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | C | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | C | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | C | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | C | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | C | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | C | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | PRESIDENT, CEO, DIRECTOR | C | Control |
| BURGE, KATHLEEN, MARY | I | EXEC VICE PRESIDENT,CFO, DIRECTOR | B | Control |
| BURGE, KATHLEEN, MARY | I | EXEC VICE PRESIDENT,CFO, DIRECTOR | B | Control |
| BURGE, KATHLEEN, MARY | I | EXEC VICE PRESIDENT,CFO, DIRECTOR | B | Control |
| BURGE, KATHLEEN, MARY | I | EXEC VICE PRESIDENT,CFO, DIRECTOR | B | Control |
| BURGE, KATHLEEN, MARY | I | EXEC VICE PRESIDENT,CFO, DIRECTOR | B | Control |
| BURGE, KATHLEEN, MARY | I | EXEC VICE PRESIDENT,CFO, DIRECTOR | B | Control |
| LADGE, JAMES, IRA | I | SENIOR VICE PRESIDENT, COO | B | Control |
| LADGE, JAMES, IRA | I | SENIOR VICE PRESIDENT, COO | B | Control |
| LADGE, JAMES, IRA | I | SENIOR VICE PRESIDENT, COO | B | Control |
| LADGE, JAMES, IRA | I | SENIOR VICE PRESIDENT, COO | B | Control |
| LADGE, JAMES, IRA | I | SENIOR VICE PRESIDENT, COO | B | Control |
| LADGE, JAMES, IRA | I | SENIOR VICE PRESIDENT, COO | B | Control |
| LADGE, JAMES, IRA | I | SENIOR VICE PRESIDENT, COO | B | Control |
| LADGE, JAMES, IRA | I | SENIOR VICE PRESIDENT, COO | B | Control |
| LADGE, JAMES, IRA | I | SENIOR VICE PRESIDENT, COO | B | Control |
| LADGE, JAMES, IRA | I | SENIOR VICE PRESIDENT, COO | B | Control |
| LADGE, JAMES, IRA | I | SENIOR VICE PRESIDENT, COO | B | Control |
| LADGE, JAMES, IRA | I | SENIOR VICE PRESIDENT, COO | B | Control |
| BURGE, KATHLEEN, MARY | I | EXEC VICE PRESIDENT,CFO, DIRECTOR | A | Control |
| BURGE, KATHLEEN, MARY | I | EXEC VICE PRESIDENT,CFO, DIRECTOR | A | Control |
| BURGE, KATHLEEN, MARY | I | EXEC VICE PRESIDENT,CFO, DIRECTOR | A | Control |
| BURGE, KATHLEEN, MARY | I | EXEC VICE PRESIDENT,CFO, DIRECTOR | A | Control |
| BURGE, KATHLEEN, MARY | I | EXEC VICE PRESIDENT,CFO, DIRECTOR | A | Control |
| BURGE, KATHLEEN, MARY | I | EXEC VICE PRESIDENT,CFO, DIRECTOR | A | Control |
| LADGE, JAMES, IRA | I | SENIOR VICE PRESIDENT, CIO | A | Control |
| LADGE, JAMES, IRA | I | SENIOR VICE PRESIDENT, CIO | A | Control |
| LADGE, JAMES, IRA | I | SENIOR VICE PRESIDENT, CIO | A | Control |
| LADGE, JAMES, IRA | I | SENIOR VICE PRESIDENT, CIO | A | Control |
| LADGE, JAMES, IRA | I | SENIOR VICE PRESIDENT, CIO | A | Control |
| LADGE, JAMES, IRA | I | SENIOR VICE PRESIDENT, COO | A | Control |
| LADGE, JAMES, IRA | I | SENIOR VICE PRESIDENT, CIO | A | Control |
| LADGE, JAMES, IRA | I | SENIOR VICE PRESIDENT, CIO | A | Control |
| LADGE, JAMES, IRA | I | SENIOR VICE PRESIDENT, CIO | A | Control |
| LADGE, JAMES, IRA | I | SENIOR VICE PRESIDENT, CIO | A | Control |
| LADGE, JAMES, IRA | I | SENIOR VICE PRESIDENT, COO | A | Control |
| LADGE, JAMES, IRA | I | SENIOR VICE PRESIDENT, COO | A | Control |
| LADGE, JAMES, IRA | I | SENIOR VICE PRESIDENT, COO | A | Control |
| LADGE, JAMES, IRA | I | SENIOR VICE PRESIDENT, COO | A | Control |
| LADGE, JAMES, IRA | I | SENIOR VICE PRESIDENT, COO | A | Control |
| ZAGROBSKI, WALTER | I | SVP, PORTFOLIO MANAGER | A | |
| ZAGROBSKI, WALTER | I | SVP, PORTFOLIO MANAGER | A | |
| ZAGROBSKI, WALTER | I | SVP, PORTFOLIO MANAGER | A | |
| ZAGROBSKI, WALTER | I | SVP, PORTFOLIO MANAGER | A | |
| ZAGROBSKI, WALTER | I | SVP, PORTFOLIO MANAGER | A | |
| ZAGROBSKI, WALTER | I | SVP, PORTFOLIO MANAGER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BURGE, KATHLEEN, MARY | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| BURGE, KATHLEEN, MARY | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| BURGE, KATHLEEN, MARY | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| BURGE, KATHLEEN, MARY | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| BURGE, KATHLEEN, MARY | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| BURGE, KATHLEEN, MARY | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| BURGE, KATHLEEN, MARY | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| BURGE, KATHLEEN, MARY | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| BURGE, KATHLEEN, MARY | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| BURGE, KATHLEEN, MARY | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| BURGE, KATHLEEN, MARY | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| BURGE, KATHLEEN, MARY | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| BURGE, KATHLEEN, MARY | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| BURGE, KATHLEEN, MARY | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| BURGE, KATHLEEN, MARY | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| BURGE, KATHLEEN, MARY | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| BURGE, KATHLEEN, MARY | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| CHAMBERLAIN, GEOFFREY, DANIEL | I | APPLETON PARTNERS BUSINESS TRUST | F | |
| CHAMBERLAIN, GEOFFREY, DANIEL | I | APPLETON PARTNERS BUSINESS TRUST | F | |
| CHAMBERLAIN, GEOFFREY, DANIEL | I | APPLETON PARTNERS BUSINESS TRUST | F | |
| HUBLEY, MICHELE, DAWN | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| HUBLEY, MICHELE, DAWN | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| HUBLEY, MICHELE, DAWN | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| HUBLEY, MICHELE, DAWN | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| HUBLEY, MICHELE, DAWN | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| HUBLEY, MICHELE, DAWN | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| HUBLEY, MICHELE, DAWN | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| HUBLEY, MICHELE, DAWN | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| HUBLEY, MICHELE, DAWN | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| HUBLEY, MICHELE, DAWN | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| LADGE, JAMES, IRA | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| LADGE, JAMES, IRA | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| LADGE, JAMES, IRA | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| LADGE, JAMES, IRA | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| LADGE, JAMES, IRA | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| LADGE, JAMES, IRA | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| LADGE, JAMES, IRA | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| LADGE, JAMES, IRA | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| LADGE, JAMES, IRA | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| LADGE, JAMES, IRA | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| LADGE, JAMES, IRA | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| LADGE, JAMES, IRA | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| LADGE, JAMES, IRA | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| LADGE, JAMES, IRA | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| LADGE, JAMES, IRA | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| LADGE, JAMES, IRA | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| LADGE, JAMES, IRA | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| LADGE, JAMES, IRA | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| LADGE, JAMES, IRA | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| LADGE, JAMES, IRA | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| LADGE, JAMES, IRA | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| LADGE, JAMES, IRA | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| LADGE, JAMES, IRA | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| LADGE, JAMES, IRA | I | APPLETON PARTNERS BUSINESS TRUST | F | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | APPLETON PARTNERS BUSINESS TRUST | D | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | APPLETON PARTNERS BUSINESS TRUST | D | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | APPLETON PARTNERS BUSINESS TRUST | D | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | APPLETON PARTNERS BUSINESS TRUST | D | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | APPLETON PARTNERS BUSINESS TRUST | D | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | APPLETON PARTNERS BUSINESS TRUST | D | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | APPLETON PARTNERS BUSINESS TRUST | D | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | APPLETON PARTNERS BUSINESS TRUST | D | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | APPLETON PARTNERS BUSINESS TRUST | D | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | APPLETON PARTNERS BUSINESS TRUST | D | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | APPLETON PARTNERS BUSINESS TRUST | D | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | APPLETON PARTNERS BUSINESS TRUST | D | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | APPLETON PARTNERS BUSINESS TRUST | D | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | APPLETON PARTNERS BUSINESS TRUST | D | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | APPLETON PARTNERS BUSINESS TRUST | D | Control |
| BURGE, KATHLEEN, MARY | I | APPLETON PARTNERS BUSINESS TRUST | C | Control |
| BURGE, KATHLEEN, MARY | I | APPLETON PARTNERS BUSINESS TRUST | C | Control |
| BURGE, KATHLEEN, MARY | I | APPLETON PARTNERS BUSINESS TRUST | C | Control |
| BURGE, KATHLEEN, MARY | I | APPLETON PARTNERS BUSINESS TRUST | C | Control |
| BURGE, KATHLEEN, MARY | I | APPLETON PARTNERS BUSINESS TRUST | C | Control |
| BURGE, KATHLEEN, MARY | I | APPLETON PARTNERS BUSINESS TRUST | C | Control |
| BURGE, KATHLEEN, MARY | I | APPLETON PARTNERS BUSINESS TRUST | C | Control |
| BURGE, KATHLEEN, MARY | I | APPLETON PARTNERS BUSINESS TRUST | C | Control |
| BURGE, KATHLEEN, MARY | I | APPLETON PARTNERS BUSINESS TRUST | C | Control |
| BURGE, KATHLEEN, MARY | I | APPLETON PARTNERS BUSINESS TRUST | C | Control |
| BURGE, KATHLEEN, MARY | I | APPLETON PARTNERS BUSINESS TRUST | C | Control |
| BURGE, KATHLEEN, MARY | I | APPLETON PARTNERS BUSINESS TRUST | C | Control |
| BURGE, KATHLEEN, MARY | I | APPLETON PARTNERS BUSINESS TRUST | C | Control |
| BURGE, KATHLEEN, MARY | I | APPLETON PARTNERS BUSINESS TRUST | C | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | APPLETON PARTNERS BUSINESS TRUST | C | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | APPLETON PARTNERS BUSINESS TRUST | C | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | APPLETON PARTNERS BUSINESS TRUST | C | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | APPLETON PARTNERS BUSINESS TRUST | C | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | APPLETON PARTNERS BUSINESS TRUST | C | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | APPLETON PARTNERS BUSINESS TRUST | C | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | APPLETON PARTNERS BUSINESS TRUST | C | Control |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | I | APPLETON PARTNERS BUSINESS TRUST | C | Control |
Registrations
Federal
IA
Jul 7, 2025 REGISTERED
Notice Filings (52)
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