CLARITY ASSET MANAGEMENT, INC.
CRD #115699 SEC #801-78348 AMES, IA 515-233-3152
SEC Registered
Total AUM
$222.4M
Discretionary
$222.4M
Employees
5
Clients
101
Accounts
591
Firm Details
- Organization Type
- Corporation
- State of Formation
- Iowa
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 21, 2025
- Branch Offices
- 5
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BASS, KACY, PARKER | I | SECRETARY | NA | Control |
| BASS, KACY, PARKER | I | SECRETARY | NA | Control |
| BASS, KACY, PARKER | I | SECRETARY | NA | Control |
| BASS, KACY, PARKER | I | SECRETARY | NA | Control |
| BASS, KACY, PARKER | I | SECRETARY | NA | Control |
| BASS, KACY, PARKER | I | SECRETARY | NA | Control |
| BASS, KACY, PARKER | I | SECRETARY | NA | Control |
| BASS, KACY, PARKER | I | SECRETARY | NA | Control |
| BASS, KACY, PARKER | I | SECRETARY | NA | Control |
| BASS, KACY, PARKER | I | SECRETARY | NA | Control |
| BASS, KACY, PARKER | I | SECRETARY | NA | Control |
| CONLON, DEBRA, ANN | I | CHIEF OPERATIONS OFFICER | NA | |
| CONLON, DEBRA, ANN | I | CHIEF FINANCIAL OFFICER/CHIEF OPERATIONS OFFICER | NA | Control |
| CONLON, DEBRA, ANN | I | CHIEF FINANCIAL OFFICER/CHIEF OPERATIONS OFFICER | NA | Control |
| CONLON, DEBRA, ANN | I | CHIEF FINANCIAL OFFICER/CHIEF OPERATIONS OFFICER | NA | Control |
| CONLON, DEBRA, ANN | I | CHIEF FINANCIAL OFFICER/CHIEF OPERATIONS OFFICER | NA | Control |
| CONLON, DEBRA, ANN | I | CHIEF FINANCIAL OFFICER/CHIEF OPERATIONS OFFICER | NA | Control |
| CONLON, DEBRA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CONLON, DEBRA, ANN | I | CHIEF FINANCIAL OFFICER/CHIEF OPERATIONS OFFICER | NA | Control |
| CONLON, DEBRA, ANN | I | CHIEF FINANCIAL OFFICER/CHIEF OPERATIONS OFFICER | NA | Control |
| CONLON, DEBRA, ANN | I | CHIEF FINANCIAL OFFICER/CHIEF OPERATIONS OFFICER | NA | Control |
| Conlon, Nevin, Michael | I | VICE PRESIDENT, COO | NA | Control |
| Conlon, Nevin, Michael | I | VICE PRESIDENT, COO | NA | Control |
| Conlon, Nevin, Michael | I | VICE PRESIDENT, COO | NA | Control |
| Conlon, Nevin, Michael | I | VICE PRESIDENT, COO | NA | Control |
| Conlon, Nevin, Michael | I | VICE PRESIDENT, COO | NA | Control |
| Conlon, Nevin, Michael | I | VICE PRESIDENT, COO | NA | Control |
| Conlon, Nevin, Michael | I | VICE PRESIDENT, COO | NA | Control |
| Conlon, Nevin, Michael | I | VICE PRESIDENT, COO | NA | Control |
| Conlon, Nevin, Michael | I | VICE PRESIDENT, COO | NA | Control |
| Conlon, Nevin, Michael | I | VICE PRESIDENT, COO | NA | Control |
| Conlon, Nevin, Michael | I | VICE PRESIDENT, COO | NA | Control |
| ERICKSON, DONALD, LEE | I | PRESIDENT/CEO | NA | Control |
| ERICKSON, DONALD, LEE | I | PRESIDENT/CEO | NA | Control |
| ERICKSON, DONALD, LEE | I | PRESIDENT/CEO | NA | Control |
| ERICKSON, DONALD, LEE | I | PRESIDENT/CEO | NA | Control |
| ERICKSON, DONALD, LEE | I | PRESIDENT/CEO | NA | Control |
| ERICKSON, DONALD, LEE | I | PRESIDENT/CEO | NA | Control |
| ERICKSON, DONALD, LEE | I | PRESIDENT/CEO | NA | Control |
| ERICKSON, DONALD, LEE | I | PRESIDENT/CEO | NA | Control |
| ERICKSON, DONALD, LEE | I | PRESIDENT/CEO | NA | Control |
| ERICKSON, DONALD, LEE | I | PRESIDENT/CEO | NA | Control |
| ERICKSON, DONALD, LEE | I | PRESIDENT/CEO | NA | Control |
| LARSON, STEVEN, JAMES | I | VICE PRESIDENT, CIO | NA | Control |
| LARSON, STEVEN, JAMES | I | VICE PRESIDENT, CIO | NA | Control |
| LARSON, STEVEN, JAMES | I | VICE PRESIDENT, CIO | NA | Control |
| LARSON, STEVEN, JAMES | I | VICE PRESIDENT, CIO | NA | Control |
| LARSON, STEVEN, JAMES | I | VICE PRESIDENT, CIO | NA | Control |
| LARSON, STEVEN, JAMES | I | VICE PRESIDENT, CIO | NA | Control |
| LARSON, STEVEN, JAMES | I | VICE PRESIDENT, CIO | NA | Control |
| LARSON, STEVEN, JAMES | I | VICE PRESIDENT, CIO | NA | Control |
| LARSON, STEVEN, JAMES | I | VICE PRESIDENT, CIO | NA | Control |
| LARSON, STEVEN, JAMES | I | VICE PRESIDENT, CIO | NA | Control |
| LARSON, STEVEN, JAMES | I | VICE PRESIDENT, CIO | NA | Control |
| MARTIN, SAYER, PHILLIP | I | PORTFOLIO MANAGER | NA | Control |
| MARTIN, SAYER, PHILLIP | I | PORTFOLIO MANAGER | NA | Control |
| MARTIN, SAYER, PHILLIP | I | PORTFOLIO MANAGER | NA | Control |
| MARTIN, SAYER, PHILLIP | I | PORTFOLIO MANAGER | NA | Control |
| PITCHER, MARY, DOTTERER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PITCHER, MARY, DOTTERER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PITCHER, MARY, DOTTERER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PITCHER, MARY, DOTTERER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PITCHER, MARY, DOTTERER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PITCHER, MARY, DOTTERER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PITCHER, MARY, DOTTERER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PITCHER, MARY, DOTTERER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PITCHER, MARY, DOTTERER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIEGEL, JULIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIEGEL, JULIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIEGEL, JULIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIEGEL, JULIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIEGEL, JULIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIEGEL, JULIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIEGEL, JULIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIEGEL, JULIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIEGEL, JULIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIEGEL, JULIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIEGEL, JULIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIEGEL, JULIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIEGEL, JULIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIEGEL, JULIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIEGEL, JULIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIEGEL, JULIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIEGEL, JULIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIEGEL, JULIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIEGEL, JULIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIEGEL, JULIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIEGEL, JULIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIEGEL, JULIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIEGEL, JULIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIEGEL, JULIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIEGEL, JULIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIEGEL, JULIE | I | CHIEF COMPLIANCE OFFICER, TREASURER | NA | Control |
| SIEGEL, JULIE | I | CHIEF COMPLIANCE OFFICER, TREASURER | NA | Control |
| SIEGEL, JULIE | I | CHIEF COMPLIANCE OFFICER, TREASURER | NA | Control |
| SIEGEL, JULIE | I | CHIEF COMPLIANCE OFFICER, TREASURER | NA | Control |
| SIEGEL, JULIE | I | CHIEF COMPLIANCE OFFICER, TREASURER | NA | Control |
| SIEGEL, JULIE | I | CHIEF COMPLIANCE OFFICER, TREASURER | NA | Control |
| SIEGEL, JULIE | I | CHIEF COMPLIANCE OFFICER, TREASURER | NA | Control |
| SIEGEL, JULIE | I | CHIEF COMPLIANCE OFFICER, TREASURER | NA | Control |
| SIEGEL, JULIE | I | CHIEF COMPLIANCE OFFICER, TREASURER | NA | Control |
| SIEGEL, JULIE | I | CHIEF COMPLIANCE OFFICER, TREASURER | NA | Control |
| SIEGEL, JULIE | I | CHIEF COMPLIANCE OFFICER, TREASURER | NA | Control |
| PEYTON, BRADLEY, RAY | I | PRESIDENT / CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER | E | Control |
| PEYTON, BRADLEY, RAY | I | PRESIDENT / CHIEF INVESTMENT OFFICER | E | Control |
| PEYTON, BRADLEY, RAY | I | PRESIDENT / CHIEF INVESTMENT OFFICER | E | Control |
| PEYTON, BRADLEY, RAY | I | PRESIDENT / CHIEF INVESTMENT OFFICER | E | Control |
| PEYTON, BRADLEY, RAY | I | PRESIDENT / CHIEF INVESTMENT OFFICER | E | Control |
| PEYTON, BRADLEY, RAY | I | PRESIDENT / CHIEF INVESTMENT OFFICER | E | Control |
| PEYTON, BRADLEY, RAY | I | PRESIDENT & CHIEF INVESTMENT OFFICER | E | Control |
| PEYTON, BRADLEY, RAY | I | PRESIDENT | E | Control |
| PEYTON, BRADLEY, RAY | I | PRESIDENT / CHIEF INVESTMENT OFFICER | E | Control |
| PEYTON, BRADLEY, RAY | I | PRESIDENT / CHIEF INVESTMENT OFFICER | E | Control |
| PEYTON, BRADLEY, RAY | I | PRESIDENT / CHIEF INVESTMENT OFFICER | E | Control |
| DONALD AND BECKY ERICKSON REVOCABLE TRUST | DE | OWNER | D | |
| DONALD AND BECKY ERICKSON REVOCABLE TRUST | DE | OWNER | D | |
| DONALD AND BECKY ERICKSON REVOCABLE TRUST | DE | OWNER | D | |
| DONALD AND BECKY ERICKSON REVOCABLE TRUST | DE | OWNER | D | |
| DONALD AND BECKY ERICKSON REVOCABLE TRUST | DE | OWNER | D | |
| DONALD AND BECKY ERICKSON REVOCABLE TRUST | DE | OWNER | D | |
| DONALD AND BECKY ERICKSON REVOCABLE TRUST | DE | OWNER | D | |
| DONALD AND BECKY ERICKSON REVOCABLE TRUST | DE | OWNER | D | |
| DONALD AND BECKY ERICKSON REVOCABLE TRUST | DE | OWNER | D | |
| DONALD AND BECKY ERICKSON REVOCABLE TRUST | DE | OWNER | D | |
| DONALD AND BECKY ERICKSON REVOCABLE TRUST | DE | OWNER | D | |
| ERICKSON, DONALD, LEE | I | PRESIDENT/CEO | D | Control |
| ERICKSON, DONALD, LEE | I | PRESIDENT/CEO | D | Control |
| ERICKSON, DONALD, LEE | I | PRESIDENT/CEO | D | Control |
| ERICKSON, DONALD, LEE | I | PRESIDENT/CEO | D | Control |
| ERICKSON, DONALD, LEE | I | PRESIDENT/CEO | D | Control |
| ERICKSON, DONALD, LEE | I | PRESIDENT/CEO | D | Control |
| ERICKSON, DONALD, LEE | I | PRESIDENT/CEO | D | Control |
| ERICKSON, DONALD, LEE | I | PRESIDENT/CEO | D | Control |
| ERICKSON, DONALD, LEE | I | PRESIDENT/CEO | D | Control |
| ERICKSON, DONALD, LEE | I | PRESIDENT/CEO | D | Control |
| ERICKSON, DONALD, LEE | I | PRESIDENT/CEO | D | Control |
| ERICKSON, DONALD, LEE | I | PRESIDENT/CEO | D | Control |
| ERICKSON, DONALD, LEE | I | PRESIDENT/CEO | D | Control |
| ERICKSON, DONALD, LEE | I | PRESIDENT/CEO | D | Control |
| ERICKSON, DONALD, LEE | I | PRESIDENT/CEO | D | Control |
| ERICKSON, DONALD, LEE | I | PRESIDENT/CEO | D | Control |
| ERICKSON, DONALD, LEE | I | PRESIDENT/CEO | D | Control |
| ERICKSON, DONALD, LEE | I | PRESIDENT/CEO | D | Control |
| ERICKSON, DONALD, LEE | I | PRESIDENT/CEO | D | Control |
| ERICKSON, DONALD, LEE | I | PRESIDENT/CEO | D | Control |
| ERICKSON, DONALD, LEE | I | PRESIDENT/CEO | D | Control |
| ERICKSON, DONALD, LEE | I | PRESIDENT/CEO | D | Control |
| ERICKSON, DONALD, LEE | I | PRESIDENT/CEO | D | Control |
| ERICKSON, DONALD, LEE | I | PRESIDENT/CEO | D | Control |
| ERICKSON, DONALD, LEE | I | PRESIDENT/CEO | D | Control |
| ERICKSON, DONALD, LEE | I | PRESIDENT/CEO | D | Control |
| ERICKSON, DONALD, LEE | I | PRESIDENT/CEO | D | Control |
| ERICKSON, DONALD, LEE | I | PRESIDENT/CEO | D | Control |
| ERICKSON, DONALD, LEE | I | PRESIDENT/CEO | D | Control |
| CONLON, DEBRA, ANN | I | VICE PRESIDENT/TREASURER/COO/CFO | C | Control |
| CONLON, DEBRA, ANN | I | VICE PRESIDENT/TREASURER/COO/CFO | C | Control |
| CONLON, DEBRA, ANN | I | VICE PRESIDENT/TREASURER/COO/CFO | C | Control |
| CONLON, DEBRA, ANN | I | VICE PRESIDENT/TREASURER/COO/CFO | C | Control |
| CONLON, DEBRA, ANN | I | VICE PRESIDENT/TREASURER/COO/CFO | C | Control |
| CONLON, DEBRA, ANN | I | VICE PRESIDENT/TREASURER/COO/CFO | C | Control |
| CONLON, DEBRA, ANN | I | VICE PRESIDENT/TREASURER/COO/CFO | C | Control |
| CONLON, DEBRA, ANN | I | VICE PRESIDENT/TREASURER/COO/CFO | C | Control |
| CONLON, DEBRA, ANN | I | VICE PRESIDENT/TREASURER/COO/CFO | C | Control |
| CONLON, DEBRA, ANN | I | VICE PRESIDENT/TREASURER/COO/CFO | C | Control |
| CONLON, DEBRA, ANN | I | VICE PRESIDENT/TREASURER/COO/CFO | C | Control |
| CONLON, DEBRA, ANN | I | VICE PRESIDENT/TREASURER/COO/CFO | C | Control |
| CONLON, DEBRA, ANN | I | VICE PRESIDENT/TREASURER/COO/CFO | C | Control |
| CONLON, DEBRA, ANN | I | VICE PRESIDENT/TREASURER/COO/CFO | C | Control |
| CONLON, DEBRA, ANN | I | VICE PRESIDENT/TREASURER/COO/CFO | C | Control |
| CONLON, DEBRA, ANN | I | VICE PRESIDENT/TREASURER/COO/CFO | C | Control |
| CONLON, DEBRA, ANN | I | VICE PRESIDENT/TREASURER/COO/CFO | C | Control |
| CONLON, DEBRA, ANN | I | VICE PRESIDENT/TREASURER/COO/CFO | C | Control |
| CONLON, DEBRA, ANN | I | VICE PRESIDENT/TREASURER/CFO | C | Control |
| CONLON, DEBRA, ANN | I | VICE PRESIDENT/TREASURER/CFO/COO | C | Control |
| CONLON, DEBRA, ANN | I | VICE PRESIDENT/TREASURER/CFO/COO | C | Control |
| CONLON, DEBRA, ANN | I | VICE PRESIDENT/TREASURER/COO/CFO | C | Control |
| CONLON, DEBRA, ANN | I | VICE PRESIDENT/TREASURER/CFO/COO | C | Control |
| CONLON, DEBRA, ANN | I | VICE PRESIDENT/TREASURER/CFO/COO | C | Control |
| CONLON, DEBRA, ANN | I | VICE PRESIDENT/TREASURER/CFO/COO | C | Control |
| CONLON, DEBRA, ANN | I | VICE PRESIDENT/TREASURER/CFO/COO | C | Control |
| LARSON, STEVEN, JAMES | I | VICE PRESIDENT/SECRETARY/CIO | C | Control |
| LARSON, STEVEN, JAMES | I | VICE PRESIDENT/SECRETARY/CIO | C | Control |
| LARSON, STEVEN, JAMES | I | VICE PRESIDENT/SECRETARY/CIO | C | Control |
| LARSON, STEVEN, JAMES | I | VICE PRESIDENT/SECRETARY/CIO | C | Control |
| LARSON, STEVEN, JAMES | I | VICE PRESIDENT/SECRETARY/CIO | C | Control |
| LARSON, STEVEN, JAMES | I | VICE PRESIDENT/SECRETARY/CIO | C | Control |
| LARSON, STEVEN, JAMES | I | VICE PRESIDENT/SECRETARY/CIO | C | Control |
| LARSON, STEVEN, JAMES | I | VICE PRESIDENT/SECRETARY/CIO | C | Control |
| LARSON, STEVEN, JAMES | I | VICE PRESIDENT/SECRETARY/CIO | C | Control |
| LARSON, STEVEN, JAMES | I | VICE PRESIDENT/SECRETARY/CIO | C | Control |
| LARSON, STEVEN, JAMES | I | VICE PRESIDENT/SECRETARY/CIO | C | Control |
| LARSON, STEVEN, JAMES | I | VICE PRESIDENT/SECRETARY/CIO | C | Control |
| LARSON, STEVEN, JAMES | I | VICE PRESIDENT/SECRETARY/CIO | C | Control |
| LARSON, STEVEN, JAMES | I | VICE PRESIDENT/SECRETARY/CIO | C | Control |
| LARSON, STEVEN, JAMES | I | VICE PRESIDENT/SECRETARY/CIO | C | Control |
| LARSON, STEVEN, JAMES | I | VICE PRESIDENT/SECRETARY/CIO | C | Control |
| LARSON, STEVEN, JAMES | I | VICE PRESIDENT/SECRETARY/CIO | C | Control |
| LARSON, STEVEN, JAMES | I | VICE PRESIDENT/SECRETARY/CIO | C | Control |
| LARSON, STEVEN, JAMES | I | VICE PRESIDENT/SECRETARY/CIO | C | Control |
| LARSON, STEVEN, JAMES | I | VICE PRESIDENT/SECRETARY/CIO | C | Control |
| LARSON, STEVEN, JAMES | I | VICE PRESIDENT/SECRETARY/CIO | C | Control |
| LARSON, STEVEN, JAMES | I | VICE PRESIDENT/SECRETARY/CIO | C | Control |
| LARSON, STEVEN, JAMES | I | VICE PRESIDENT/SECRETARY/CIO | C | Control |
| LARSON, STEVEN, JAMES | I | VICE PRESIDENT/SECRETARY/CIO | C | Control |
| LARSON, STEVEN, JAMES | I | VICE PRESIDENT/SECRETARY/CIO | C | Control |
| LARSON, STEVEN, JAMES | I | VICE PRESIDENT/SECRETARY/CIO | C | Control |
| LARSON, STEVEN, JAMES | I | VICE PRESIDENT, CIO | C | Control |
| LARSON, STEVEN, JAMES | I | VICE PRESIDENT, CIO | C | Control |
| LARSON, STEVEN, JAMES | I | VICE PRESIDENT, CIO | C | Control |
| BASS, KACY, PARKER | I | SECRETARY | B | |
| BASS, KACY, PARKER | I | SECRETARY | B | |
| BASS, KACY, PARKER | I | SECRETARY | B | |
| Conlon, Nevin, Michael | I | VICE PRESIDENT, COO | B | |
| Conlon, Nevin, Michael | I | VICE PRESIDENT, COO | B | |
| Conlon, Nevin, Michael | I | VICE PRESIDENT, COO | B | |
| KACY AND SOPHIE BASS REVOCABLE TRUST | DE | OWNER | B | |
| KACY AND SOPHIE BASS REVOCABLE TRUST | DE | OWNER | B | |
| KACY AND SOPHIE BASS REVOCABLE TRUST | DE | OWNER | B | |
| KACY AND SOPHIE BASS REVOCABLE TRUST | DE | OWNER | B | |
| KACY AND SOPHIE BASS REVOCABLE TRUST | DE | OWNER | B | |
| KACY AND SOPHIE BASS REVOCABLE TRUST | DE | OWNER | B | |
| KACY AND SOPHIE BASS REVOCABLE TRUST | DE | OWNER | B | |
| KACY AND SOPHIE BASS REVOCABLE TRUST | DE | OWNER | B | |
| KACY AND SOPHIE BASS REVOCABLE TRUST | DE | OWNER | B | |
| KACY AND SOPHIE BASS REVOCABLE TRUST | DE | OWNER | B | |
| KACY AND SOPHIE BASS REVOCABLE TRUST | DE | OWNER | B | |
| NEVIN AND SAMANTHA CONLON REVOCABLE TRUST | DE | OWNER | B | |
| NEVIN AND SAMANTHA CONLON REVOCABLE TRUST | DE | OWNER | B | |
| NEVIN AND SAMANTHA CONLON REVOCABLE TRUST | DE | OWNER | B | |
| NEVIN AND SAMANTHA CONLON REVOCABLE TRUST | DE | OWNER | B | |
| NEVIN AND SAMANTHA CONLON REVOCABLE TRUST | DE | OWNER | B | |
| NEVIN AND SAMANTHA CONLON REVOCABLE TRUST | DE | OWNER | B | |
| NEVIN AND SAMANTHA CONLON REVOCABLE TRUST | DE | OWNER | B | |
| NEVIN AND SAMANTHA CONLON REVOCABLE TRUST | DE | OWNER | B | |
| NEVIN AND SAMANTHA CONLON REVOCABLE TRUST | DE | OWNER | B | |
| NEVIN AND SAMANTHA CONLON REVOCABLE TRUST | DE | OWNER | B | |
| NEVIN AND SAMANTHA CONLON REVOCABLE TRUST | DE | OWNER | B | |
| SIEGEL, JULIE | I | CHIEF COMPLIANCE OFFICER, TREASURER | A | Control |
| SIEGEL, JULIE | I | CHIEF COMPLIANCE OFFICER, TREASURER | A | Control |
| SIEGEL, JULIE | I | CHIEF COMPLIANCE OFFICER, TREASURER | A | Control |
| STEPHEN AND JULIE SIEGEL REVOCABLE TRUST | DE | OWNER | A | |
| STEPHEN AND JULIE SIEGEL REVOCABLE TRUST | DE | OWNER | A | |
| STEPHEN AND JULIE SIEGEL REVOCABLE TRUST | DE | OWNER | A | |
| STEPHEN AND JULIE SIEGEL REVOCABLE TRUST | DE | OWNER | A | |
| STEPHEN AND JULIE SIEGEL REVOCABLE TRUST | DE | OWNER | A | |
| STEPHEN AND JULIE SIEGEL REVOCABLE TRUST | DE | OWNER | A | |
| STEPHEN AND JULIE SIEGEL REVOCABLE TRUST | DE | OWNER | A | |
| STEPHEN AND JULIE SIEGEL REVOCABLE TRUST | DE | OWNER | A | |
| STEPHEN AND JULIE SIEGEL REVOCABLE TRUST | DE | OWNER | A | |
| STEPHEN AND JULIE SIEGEL REVOCABLE TRUST | DE | OWNER | A | |
| STEPHEN AND JULIE SIEGEL REVOCABLE TRUST | DE | OWNER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BASS, KACY, PARKER | I | KACY AND SOPHIE BASS REVOCABLE TRUST | F | Control |
| BASS, KACY, PARKER | I | KACY AND SOPHIE BASS REVOCABLE TRUST | F | Control |
| BASS, KACY, PARKER | I | KACY AND SOPHIE BASS REVOCABLE TRUST | F | Control |
| BASS, KACY, PARKER | I | KACY AND SOPHIE BASS REVOCABLE TRUST | F | Control |
| BASS, KACY, PARKER | I | KACY AND SOPHIE BASS REVOCABLE TRUST | F | Control |
| BASS, KACY, PARKER | I | KACY AND SOPHIE BASS REVOCABLE TRUST | F | Control |
| BASS, KACY, PARKER | I | KACY AND SOPHIE BASS REVOCABLE TRUST | F | Control |
| BASS, KACY, PARKER | I | KACY AND SOPHIE BASS REVOCABLE TRUST | F | Control |
| BASS, KACY, PARKER | I | KACY AND SOPHIE BASS REVOCABLE TRUST | F | Control |
| BASS, KACY, PARKER | I | KACY AND SOPHIE BASS REVOCABLE TRUST | F | Control |
| Bass, Sophie | I | KACY AND SOPHIE BASS REVOCABLE TRUST | F | |
| Bass, Sophie | I | KACY AND SOPHIE BASS REVOCABLE TRUST | F | |
| Bass, Sophie | I | KACY AND SOPHIE BASS REVOCABLE TRUST | F | |
| Bass, Sophie | I | KACY AND SOPHIE BASS REVOCABLE TRUST | F | |
| Bass, Sophie | I | KACY AND SOPHIE BASS REVOCABLE TRUST | F | |
| Bass, Sophie | I | KACY AND SOPHIE BASS REVOCABLE TRUST | F | |
| Bass, Sophie | I | KACY AND SOPHIE BASS REVOCABLE TRUST | F | |
| Bass, Sophie | I | KACY AND SOPHIE BASS REVOCABLE TRUST | F | |
| Bass, Sophie | I | KACY AND SOPHIE BASS REVOCABLE TRUST | F | |
| Bass, Sophie | I | KACY AND SOPHIE BASS REVOCABLE TRUST | F | |
| Conlon, Nevin, Michael | I | NEVIN AND SAMANTHA CONLON REVOCABLE TRUST | F | Control |
| Conlon, Nevin, Michael | I | NEVIN AND SAMANTHA CONLON REVOCABLE TRUST | F | Control |
| Conlon, Nevin, Michael | I | NEVIN AND SAMANTHA CONLON REVOCABLE TRUST | F | Control |
| Conlon, Nevin, Michael | I | NEVIN AND SAMANTHA CONLON REVOCABLE TRUST | F | Control |
| Conlon, Nevin, Michael | I | NEVIN AND SAMANTHA CONLON REVOCABLE TRUST | F | Control |
| Conlon, Nevin, Michael | I | NEVIN AND SAMANTHA CONLON REVOCABLE TRUST | F | Control |
| Conlon, Nevin, Michael | I | NEVIN AND SAMANTHA CONLON REVOCABLE TRUST | F | Control |
| Conlon, Nevin, Michael | I | NEVIN AND SAMANTHA CONLON REVOCABLE TRUST | F | Control |
| Conlon, Nevin, Michael | I | NEVIN AND SAMANTHA CONLON REVOCABLE TRUST | F | Control |
| Conlon, Nevin, Michael | I | NEVIN AND SAMANTHA CONLON REVOCABLE TRUST | F | Control |
| Conlon, Samantha | I | NEVIN AND SAMANTHA CONLON REVOCABLE TRUST | F | |
| Conlon, Samantha | I | NEVIN AND SAMANTHA CONLON REVOCABLE TRUST | F | |
| Conlon, Samantha | I | NEVIN AND SAMANTHA CONLON REVOCABLE TRUST | F | |
| Conlon, Samantha | I | NEVIN AND SAMANTHA CONLON REVOCABLE TRUST | F | |
| Conlon, Samantha | I | NEVIN AND SAMANTHA CONLON REVOCABLE TRUST | F | |
| Conlon, Samantha | I | NEVIN AND SAMANTHA CONLON REVOCABLE TRUST | F | |
| Conlon, Samantha | I | NEVIN AND SAMANTHA CONLON REVOCABLE TRUST | F | |
| Conlon, Samantha | I | NEVIN AND SAMANTHA CONLON REVOCABLE TRUST | F | |
| Conlon, Samantha | I | NEVIN AND SAMANTHA CONLON REVOCABLE TRUST | F | |
| Conlon, Samantha | I | NEVIN AND SAMANTHA CONLON REVOCABLE TRUST | F | |
| ERICKSON, DONALD, LEE | I | DONALD AND BECKY ERICKSON REVOCABLE TRUST | F | Control |
| ERICKSON, DONALD, LEE | I | DONALD AND BECKY ERICKSON REVOCABLE TRUST | F | Control |
| ERICKSON, DONALD, LEE | I | DONALD AND BECKY ERICKSON REVOCABLE TRUST | F | Control |
| ERICKSON, DONALD, LEE | I | DONALD AND BECKY ERICKSON REVOCABLE TRUST | F | Control |
| ERICKSON, DONALD, LEE | I | DONALD AND BECKY ERICKSON REVOCABLE TRUST | F | Control |
| ERICKSON, DONALD, LEE | I | DONALD AND BECKY ERICKSON REVOCABLE TRUST | F | Control |
| ERICKSON, DONALD, LEE | I | DONALD AND BECKY ERICKSON REVOCABLE TRUST | F | Control |
| ERICKSON, DONALD, LEE | I | DONALD AND BECKY ERICKSON REVOCABLE TRUST | F | Control |
| ERICKSON, DONALD, LEE | I | DONALD AND BECKY ERICKSON REVOCABLE TRUST | F | Control |
| ERICKSON, DONALD, LEE | I | DONALD AND BECKY ERICKSON REVOCABLE TRUST | F | Control |
| Erickson, Becky | I | DONALD AND BECKY ERICKSON REVOCABLE TRUST | F | |
| Erickson, Becky | I | DONALD AND BECKY ERICKSON REVOCABLE TRUST | F | |
| Erickson, Becky | I | DONALD AND BECKY ERICKSON REVOCABLE TRUST | F | |
| Erickson, Becky | I | DONALD AND BECKY ERICKSON REVOCABLE TRUST | F | |
| Erickson, Becky | I | DONALD AND BECKY ERICKSON REVOCABLE TRUST | F | |
| Erickson, Becky | I | DONALD AND BECKY ERICKSON REVOCABLE TRUST | F | |
| Erickson, Becky | I | DONALD AND BECKY ERICKSON REVOCABLE TRUST | F | |
| Erickson, Becky | I | DONALD AND BECKY ERICKSON REVOCABLE TRUST | F | |
| Erickson, Becky | I | DONALD AND BECKY ERICKSON REVOCABLE TRUST | F | |
| Erickson, Becky | I | DONALD AND BECKY ERICKSON REVOCABLE TRUST | F | |
| SIEGEL, JULIE | I | STEPHEN AND JULIE SIEGEL REVOCABLE TRUST | F | Control |
| SIEGEL, JULIE | I | STEPHEN AND JULIE SIEGEL REVOCABLE TRUST | F | Control |
| SIEGEL, JULIE | I | STEPHEN AND JULIE SIEGEL REVOCABLE TRUST | F | Control |
| SIEGEL, JULIE | I | STEPHEN AND JULIE SIEGEL REVOCABLE TRUST | F | Control |
| SIEGEL, JULIE | I | STEPHEN AND JULIE SIEGEL REVOCABLE TRUST | F | Control |
| SIEGEL, JULIE | I | STEPHEN AND JULIE SIEGEL REVOCABLE TRUST | F | Control |
| SIEGEL, JULIE | I | STEPHEN AND JULIE SIEGEL REVOCABLE TRUST | F | Control |
| SIEGEL, JULIE | I | STEPHEN AND JULIE SIEGEL REVOCABLE TRUST | F | Control |
| SIEGEL, JULIE | I | STEPHEN AND JULIE SIEGEL REVOCABLE TRUST | F | Control |
| SIEGEL, JULIE | I | STEPHEN AND JULIE SIEGEL REVOCABLE TRUST | F | Control |
| Siegel, Stephen | I | STEPHEN AND JULIE SIEGEL REVOCABLE TRUST | F | |
| Siegel, Stephen | I | STEPHEN AND JULIE SIEGEL REVOCABLE TRUST | F | |
| Siegel, Stephen | I | STEPHEN AND JULIE SIEGEL REVOCABLE TRUST | F | |
| Siegel, Stephen | I | STEPHEN AND JULIE SIEGEL REVOCABLE TRUST | F | |
| Siegel, Stephen | I | STEPHEN AND JULIE SIEGEL REVOCABLE TRUST | F | |
| Siegel, Stephen | I | STEPHEN AND JULIE SIEGEL REVOCABLE TRUST | F | |
| Siegel, Stephen | I | STEPHEN AND JULIE SIEGEL REVOCABLE TRUST | F | |
| Siegel, Stephen | I | STEPHEN AND JULIE SIEGEL REVOCABLE TRUST | F | |
| Siegel, Stephen | I | STEPHEN AND JULIE SIEGEL REVOCABLE TRUST | F | |
| Siegel, Stephen | I | STEPHEN AND JULIE SIEGEL REVOCABLE TRUST | F |
Registrations
Federal
IA
Mar 21, 2025 REGISTERED
Notice Filings (5)
AZ CO IA NE TX
Address
2117 PHILADELPHIA STREETSUITE 100
AMES, IA 50010
United States
Phone: 515-233-3152