WELLESLEY ASSET MANAGEMENT, INC.
CRD #116176 SEC #801-61288 PORTSMOUTH, NH 781-416-4000
SEC Registered Private Funds
Total AUM
$2.1B
Discretionary
$2.1B
Employees
30
Clients
0
Accounts
1,478
Firm Details
- Organization Type
- Corporation
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 29, 2025
- Branch Offices
- 1
- LEI
- 254900VG1APTD4JI1X54
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BAILLIE, DAWN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILLIE, DAWN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILLIE, DAWN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILLIE, DAWN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILLIE, DAWN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILLIE, DAWN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILLIE, DAWN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILLIE, DAWN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILLIE, DAWN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILLIE, DAWN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILLIE, DAWN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILLIE, DAWN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILLIE, DAWN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILLIE, DAWN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILLIE, DAWN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILLIE, DAWN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILLIE, DAWN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILLIE, DAWN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILLIE, DAWN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILLIE, DAWN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILLIE, DAWN, MARIE | I | PRESIDENT | NA | Control |
| GROSSETTI, PAMELA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GROSSETTI, PAMELA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | NA | |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | NA | |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | NA | |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | NA | |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | NA | |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | NA | |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | NA | |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | NA | |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | NA | |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | NA | |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | NA | |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | NA | |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | NA | |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | NA | |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | NA | |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | NA | |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | NA | |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | NA | |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | NA | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | NA | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | NA | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | NA | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | NA | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | NA | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | NA | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | NA | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | NA | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | NA | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | NA | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | NA | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | NA | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | NA | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | NA | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | NA | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | NA | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | NA | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | NA | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | NA | |
| MARTINO, STEPHEN, DOMENIC | I | CFO | NA | Control |
| MARTINO, STEPHEN, DOMENIC | I | CFO | NA | Control |
| MARTINO, STEPHEN, DOMENIC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MARTINO, STEPHEN, DOMENIC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MARTINO, STEPHEN, DOMENIC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MARTINO, STEPHEN, DOMENIC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MARTINO, STEPHEN, DOMENIC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MARTINO, STEPHEN, DOMENIC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MARTINO, STEPHEN, DOMENIC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MARTINO, STEPHEN, DOMENIC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MARTINO, STEPHEN, DOMENIC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MARTINO, STEPHEN, DOMENIC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MARTINO, STEPHEN, DOMENIC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MARTINO, STEPHEN, DOMENIC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MARTINO, STEPHEN, DOMENIC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MARTINO, STEPHEN, DOMENIC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MARTINO, STEPHEN, DOMENIC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MARTINO, STEPHEN, DOMENIC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MARTINO, STEPHEN, DOMENIC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MARTINO, STEPHEN, DOMENIC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MARTINO, STEPHEN, DOMENIC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MARTINO, STEPHEN, DOMENIC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MARTINO, STEPHEN, DOMENIC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MARTINO, STEPHEN, DOMENIC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MARTINO, STEPHEN, DOMENIC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MARTINO, STEPHEN, DOMENIC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MARTINO, STEPHEN, DOMENIC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MARTINO, STEPHEN, DOMENIC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MARTINO, STEPHEN, DOMENIC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MARTINO, STEPHEN, DOMENIC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MARTINO, STEPHEN, DOMENIC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MARTINO, STEPHEN, DOMENIC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MARTINO, STEPHEN, DOMENIC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MARTINO, STEPHEN, DOMENIC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MARTINO, STEPHEN, DOMENIC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MILLER, GREG | I | CHAIRMAN , CEO, TRUSTEE OF THE GREG MILLER TRUST | NA | Control |
| MILLER, GREG | I | CHAIRMAN , CEO, TRUSTEE OF THE GREG MILLER TRUST | NA | Control |
| MILLER, GREG | I | CHAIRMAN , CEO, TRUSTEE OF THE GREG MILLER TRUST | NA | Control |
| MILLER, GREG | I | CHAIRMAN , CEO, TRUSTEE OF THE GREG MILLER TRUST | NA | Control |
| MILLER, GREG | I | CHAIRMAN , CEO, TRUSTEE OF THE GREG MILLER TRUST | NA | Control |
| MILLER, GREG | I | CHAIRMAN , CEO, TRUSTEE OF THE GREG MILLER TRUST | NA | Control |
| MILLER, GREG | I | CHAIRMAN , CEO, TRUSTEE OF THE GREG MILLER TRUST | NA | Control |
| MILLER, GREG | I | CHAIRMAN , CEO, TRUSTEE OF THE GREG MILLER TRUST | NA | Control |
| MILLER, GREG | I | CHAIRMAN , CEO, TRUSTEE OF THE GREG MILLER TRUST | NA | Control |
| MILLER, GREG | I | CHAIRMAN , CEO, TRUSTEE OF THE GREG MILLER TRUST | NA | Control |
| MILLER, GREG | I | CHAIRMAN , CEO, TRUSTEE OF THE GREG MILLER TRUST | NA | Control |
| MILLER, GREG | I | CHAIRMAN , CEO, TRUSTEE OF THE GREG MILLER TRUST | NA | Control |
| MILLER, GREG | I | FOUNDER, TRUSTEE OF THE GREG MILLER TRUST | NA | Control |
| MILLER, GREG | I | FOUNDER, TRUSTEE OF THE GREG MILLER TRUST | NA | Control |
| MILLER, GREG | I | CHAIRMAN , CEO, TRUSTEE OF THE GREG MILLER TRUST | NA | Control |
| MILLER, GREG | I | FOUNDER, TRUSTEE OF THE GREG MILLER TRUST | NA | Control |
| MILLER, GREG | I | FOUNDER, TRUSTEE OF THE GREG MILLER TRUST | NA | Control |
| MILLER, MICHAEL, DAVID | I | VICE PRESIDENT | NA | Control |
| MILLER, MICHAEL, DAVID | I | VICE PRESIDENT | NA | Control |
| MILLER, MICHAEL, DAVID | I | SENIOR VICE PRESIDENT | NA | Control |
| MILLER, MICHAEL, DAVID | I | SENIOR VICE PRESIDENT | NA | Control |
| MILLER, MICHAEL, DAVID | I | SENIOR VICE PRESIDENT | NA | Control |
| MILLER, MICHAEL, DAVID | I | VICE PRESIDENT | NA | Control |
| MILLER, MICHAEL, DAVID | I | VICE PRESIDENT | NA | Control |
| MILLER, MICHAEL, DAVID | I | SENIOR VICE PRESIDENT | NA | Control |
| MILLER, MICHAEL, DAVID | I | SENIOR VICE PRESIDENT | NA | Control |
| MILLER, MICHAEL, DAVID | I | SENIOR VICE PRESIDENT | NA | Control |
| MILLER, MICHAEL, DAVID | I | VICE PRESIDENT | NA | Control |
| MILLER, MICHAEL, DAVID | I | VICE PRESIDENT | NA | Control |
| MILLER, MICHAEL, DAVID | I | VICE PRESIDENT | NA | Control |
| MILLER, MICHAEL, DAVID | I | VICE PRESIDENT | NA | Control |
| MILLER, MICHAEL, DAVID | I | VICE PRESIDENT | NA | Control |
| MILLER, MICHAEL, DAVID | I | SENIOR VICE PRESIDENT | NA | Control |
| MILLER, MICHAEL, DAVID | I | SENIOR VICE PRESIDENT AND CO-CIO | NA | Control |
| MILLER, MICHAEL, DAVID | I | SENIOR VICE PRESIDENT | NA | Control |
| MILLER, MICHAEL, DAVID | I | SENIOR VICE PRESIDENT | NA | Control |
| MILLER, MICHAEL, DAVID | I | SENIOR VICE PRESIDENT | NA | Control |
| MILLER, MICHAEL, DAVID | I | SENIOR VICE PRESIDENT | NA | Control |
| MILLER, MICHAEL, DAVID | I | SENIOR VICE PRESIDENT AND CO-CIO | NA | Control |
| MILLER, MICHAEL, DAVID | I | SENIOR VICE PRESIDENT | NA | Control |
| MILLER, MICHAEL, DAVID | I | SENIOR VICE PRESIDENT AND CO-CIO | NA | Control |
| MILLER, MICHAEL, DAVID | I | SENIOR VICE PRESIDENT | NA | Control |
| MILLER, MICHAEL, DAVID | I | SENIOR VICE PRESIDENT AND CO-CIO | NA | Control |
| MILLER, MICHAEL, DAVID | I | SENIOR VICE PRESIDENT AND CO-CIO | NA | Control |
| MILLER, MICHAEL, DAVID | I | SENIOR VICE PRESIDENT AND CO-CIO | NA | Control |
| MILLER, MICHAEL, DAVID | I | SENIOR VICE PRESIDENT AND CO-CIO | NA | Control |
| MILLER, MICHAEL, DAVID | I | PRESIDENT AND CIO | NA | Control |
| MILLER, MICHAEL, DAVID | I | PRESIDENT AND CIO | NA | Control |
| MILLER, MICHAEL, DAVID | I | PRESIDENT AND CIO | NA | Control |
| MILLER, MICHAEL, DAVID | I | PRESIDENT AND CIO | NA | Control |
| MILLER, MICHAEL, DAVID | I | PRESIDENT AND CIO | NA | Control |
| MILLER, MICHAEL, DAVID | I | PRESIDENT AND CIO | NA | Control |
| MILLER, MICHAEL, DAVID | I | PRESIDENT AND CIO | NA | Control |
| MILLER, MICHAEL, DAVID | I | PRESIDENT AND CIO | NA | Control |
| MILLER, MICHAEL, DAVID | I | PRESIDENT AND CIO | NA | Control |
| MILLER, MICHAEL, DAVID | I | PRESIDENT AND CIO | NA | Control |
| MILLER, MICHAEL, DAVID | I | PRESIDENT AND CIO | NA | Control |
| MILLER, MICHAEL, DAVID | I | PRESIDENT AND CIO | NA | Control |
| MILLER, MICHAEL, DAVID | I | PRESIDENT AND CIO | NA | Control |
| MILLER, MICHAEL, DAVID | I | PRESIDENT AND CIO | NA | Control |
| MILLER, MICHAEL, DAVID | I | PRESIDENT AND CIO | NA | Control |
| MILLER, MICHAEL, DAVID | I | PRESIDENT AND CIO | NA | Control |
| MILLER, MICHAEL, DAVID | I | PRESIDENT AND CIO | NA | Control |
| MILLER, MICHAEL, DAVID | I | PRESIDENT AND CIO | NA | Control |
| MILLER, MICHAEL, DAVID | I | PRESIDENT AND CEO | NA | Control |
| MILLER, MICHAEL, DAVID | I | PRESIDENT AND CEO | NA | Control |
| MILLER, MICHAEL, DAVID | I | PRESIDENT AND CIO | NA | Control |
| MILLER, MICHAEL, DAVID | I | PRESIDENT AND CEO | NA | Control |
| MILLER, MICHAEL, DAVID | I | CEO | NA | Control |
| MILLER, REGIS, C. | I | TRUSTEE OF THE GREG MILLER TRUST | NA | Control |
| MILLER, REGIS, C. | I | TRUSTEE OF THE GREG MILLER TRUST | NA | Control |
| MILLER, REGIS, C. | I | TRUSTEE OF THE GREG MILLER TRUST | NA | Control |
| MILLER, REGIS, C. | I | TRUSTEE OF THE GREG MILLER TRUST | NA | Control |
| MILLER, REGIS, C. | I | TRUSTEE OF THE GREG MILLER TRUST | NA | Control |
| MILLER, REGIS, C. | I | TRUSTEE OF THE GREG MILLER TRUST | NA | Control |
| MILLER, REGIS, C. | I | TRUSTEE OF THE GREG MILLER TRUST | NA | Control |
| MILLER, REGIS, C. | I | TRUSTEE OF THE GREG MILLER TRUST | NA | Control |
| MILLER, REGIS, C. | I | TRUSTEE OF THE GREG MILLER TRUST | NA | Control |
| MILLER, REGIS, C. | I | TRUSTEE OF THE GREG MILLER TRUST | NA | Control |
| MILLER, REGIS, C. | I | TRUSTEE OF THE GREG MILLER TRUST | NA | Control |
| MILLER, REGIS, C. | I | TRUSTEE OF THE GREG MILLER TRUST | NA | Control |
| MILLER, REGIS, C. | I | TRUSTEE OF THE GREG MILLER TRUST | NA | Control |
| MILLER, REGIS, C. | I | TRUSTEE OF THE GREG MILLER TRUST | NA | Control |
| MILLER, REGIS, C. | I | TRUSTEE OF THE GREG MILLER TRUST | NA | Control |
| MILLER, REGIS, C. | I | TRUSTEE OF THE GREG MILLER TRUST | NA | Control |
| MILLER, REGIS, C. | I | TRUSTEE OF THE GREG MILLER TRUST | NA | Control |
| MITCHELL, C. DANIEL | I | CCO | NA | Control |
| MITCHELL, C. DANIEL | I | CCO | NA | Control |
| MITCHELL, C. DANIEL | I | CCO | NA | Control |
| MITCHELL, C. DANIEL | I | CCO/GENERAL COUNSEL | NA | Control |
| MITCHELL, C. DANIEL | I | CCO/GENERAL COUNSEL | NA | Control |
| MITCHELL, C. DANIEL | I | CCO/GENERAL COUNSEL | NA | Control |
| MITCHELL, C. DANIEL | I | CCO/GENERAL COUNSEL | NA | Control |
| MITCHELL, C. DANIEL | I | CCO/GENERAL COUNSEL | NA | Control |
| MITCHELL, C. DANIEL | I | CHIEF OPERATING OFFICER | NA | Control |
| MITCHELL, C. DANIEL | I | CHIEF OPERATING OFFICER | NA | Control |
| MITCHELL, C. DANIEL | I | CHIEF OPERATING OFFICER | NA | Control |
| MITCHELL, C. DANIEL | I | CHIEF OPERATING OFFICER | NA | Control |
| MITCHELL, C. DANIEL | I | CHIEF OPERATING OFFICER | NA | Control |
| MITCHELL, C. DANIEL | I | CHIEF OPERATING OFFICER | NA | Control |
| MITCHELL, C. DANIEL | I | CHIEF OPERATING OFFICER | NA | Control |
| MITCHELL, C. DANIEL | I | CHIEF OPERATING OFFICER | NA | Control |
| MITCHELL, C. DANIEL | I | CHIEF OPERATING OFFICER | NA | Control |
| MITCHELL, C. DANIEL | I | CHIEF OPERATING OFFICER | NA | Control |
| MITCHELL, C. DANIEL | I | CHIEF OPERATING OFFICER | NA | Control |
| MITCHELL, C. DANIEL | I | CHIEF OPERATING OFFICER | NA | Control |
| MITCHELL, C. DANIEL | I | CHIEF OPERATING OFFICER | NA | Control |
| MITCHELL, C. DANIEL | I | CHIEF OPERATING OFFICER | NA | Control |
| MITCHELL, C. DANIEL | I | CHIEF OPERATING OFFICER | NA | Control |
| MITCHELL, C. DANIEL | I | CHIEF OPERATING OFFICER | NA | Control |
| MITCHELL, C. DANIEL | I | CHIEF OPERATING OFFICER | NA | Control |
| MITCHELL, C. DANIEL | I | CHIEF OPERATING OFFICER | NA | Control |
| MITCHELL, C. DANIEL | I | CHIEF OPERATING OFFICER | NA | Control |
| MITCHELL, C. DANIEL | I | CHIEF OPERATING OFFICER | NA | Control |
| MITCHELL, C. DANIEL | I | CHIEF OPERATING OFFICER | NA | Control |
| MITCHELL, C. DANIEL | I | CHIEF OPERATING OFFICER | NA | Control |
| MITCHELL, C. DANIEL | I | CHIEF OPERATING OFFICER | NA | Control |
| MITCHELL, C. DANIEL | I | CHIEF OPERATING OFFICER | NA | Control |
| MITCHELL, C. DANIEL | I | CHIEF OPERATING OFFICER | NA | Control |
| MITCHELL, C. DANIEL | I | CHIEF OPERATING OFFICER | NA | Control |
| MITCHELL, C. DANIEL | I | CHIEF OPERATING OFFICER | NA | Control |
| MITCHELL, C. DANIEL | I | CHIEF OPERATING OFFICER | NA | Control |
| MITCHELL, C. DANIEL | I | CHIEF OPERATING OFFICER | NA | Control |
| MITCHELL, C. DANIEL | I | CHIEF OPERATING OFFICER | NA | Control |
| MITCHELL, C. DANIEL | I | CHIEF OPERATING OFFICER | NA | Control |
| MURPHY, DARLENE, MARIE | I | OWNER | NA | |
| MURPHY, DARLENE, MARIE | I | OWNER | NA | |
| RAWLINGS, STEVEN, GILBERT | I | CCO AND GENERAL COUNSEL | NA | |
| SAMUELS, PAUL, BURKE | I | COO | NA | |
| SAMUELS, PAUL, BURKE | I | COO | NA | |
| SAMUELS, PAUL, BURKE | I | COO | NA | |
| SAMUELS, PAUL, BURKE | I | COO | NA | Control |
| SAMUELS, PAUL, BURKE | I | CHIEF COMPLIANCE OFFICER AND COO | NA | Control |
| SAMUELS, PAUL, BURKE | I | COO | NA | Control |
| SAMUELS, PAUL, BURKE | I | CHIEF COMPLIANCE OFFICER AND COO | NA | Control |
| SAMUELS, PAUL, BURKE | I | CHIEF COMPLIANCE OFFICER AND COO | NA | Control |
| SAMUELS, PAUL, BURKE | I | CHIEF COMPLIANCE OFFICER AND COO | NA | Control |
| SAMUELS, PAUL, BURKE | I | CHIEF COMPLIANCE OFFICER AND COO | NA | Control |
| SAMUELS, PAUL, BURKE | I | CHIEF COMPLIANCE OFFICER AND COO | NA | Control |
| SAMUELS, PAUL, BURKE | I | CFO | NA | |
| SAMUELS, PAUL, BURKE | I | CHIEF COMPLIANCE OFFICER AND COO | NA | Control |
| SAMUELS, PAUL, BURKE | I | CHIEF COMPLIANCE OFFICER AND COO | NA | Control |
| SAMUELS, PAUL, BURKE | I | CHIEF COMPLIANCE OFFICER AND COO | NA | Control |
| SAMUELS, PAUL, BURKE | I | COO | NA | Control |
| SAMUELS, PAUL, BURKE | I | CHIEF COMPLIANCE OFFICER AND COO | NA | Control |
| SAMUELS, PAUL, BURKE | I | CFO | NA | |
| SAMUELS, PAUL, BURKE | I | CHIEF COMPLIANCE OFFICER AND COO | NA | Control |
| SAMUELS, PAUL, BURKE | I | CFO | NA | |
| SAMUELS, PAUL, BURKE | I | CFO | NA | |
| SAMUELS, PAUL, BURKE | I | CHIEF COMPLIANCE OFFICER AND COO | NA | Control |
| SAMUELS, PAUL, BURKE | I | CHIEF COMPLIANCE OFFICER AND COO | NA | Control |
| SAMUELS, PAUL, BURKE | I | CHIEF COMPLIANCE OFFICER AND COO | NA | Control |
| SAMUELS, PAUL, BURKE | I | CHIEF COMPLIANCE OFFICER AND COO | NA | Control |
| SAMUELS, PAUL, BURKE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SAMUELS, PAUL, BURKE | I | CHIEF COMPLIANCE OFFICER AND COO | NA | Control |
| SAMUELS, PAUL, BURKE | I | CHIEF COMPLIANCE OFFICER AND COO | NA | Control |
| SAMUELS, PAUL, BURKE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SAMUELS, PAUL, BURKE | I | CHIEF COMPLIANCE OFFICER AND COO | NA | Control |
| SAMUELS, PAUL, BURKE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SAMUELS, PAUL, BURKE | I | CHIEF COMPLIANCE OFFICER AND COO | NA | Control |
| SAMUELS, PAUL, BURKE | I | TREASURER | NA | Control |
| SAMUELS, PAUL, BURKE | I | CHIEF COMPLIANCE OFFICER AND COO | NA | Control |
| SAMUELS, PAUL, BURKE | I | TREASURER | NA | Control |
| SAMUELS, PAUL, BURKE | I | TREASURER | NA | Control |
| SAMUELS, PAUL, BURKE | I | TREASURER | NA | Control |
| SAMUELS, PAUL, BURKE | I | TREASURER | NA | Control |
| SAMUELS, PAUL, BURKE | I | TREASURER | NA | Control |
| SAMUELS, PAUL, BURKE | I | TREASURER | NA | Control |
| SAMUELS, PAUL, BURKE | I | TREASURER | NA | Control |
| SCHMIDT, CHARLES, B | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHMIDT, CHARLES, B | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHMIDT, CHARLES, B | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHMIDT, CHARLES, B | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHMIDT, CHARLES, B | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHMIDT, CHARLES, B | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHMIDT, CHARLES, B | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHMIDT, CHARLES, B | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHMIDT, CHARLES, B | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHMIDT, CHARLES, B | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHMIDT, CHARLES, B | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHMIDT, CHARLES, B | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| William, Zorn | I | TRUSTEE OF THE MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | NA | |
| William, Zorn | I | TRUSTEE OF THE MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | NA | |
| William, Zorn | I | TRUSTEE OF THE MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | NA | |
| William, Zorn | I | TRUSTEE OF THE MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | NA | |
| William, Zorn | I | TRUSTEE OF THE MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | NA | |
| William, Zorn | I | TRUSTEE OF THE MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | NA | |
| William, Zorn | I | TRUSTEE OF THE MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | NA | |
| William, Zorn | I | TRUSTEE OF THE MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | NA | |
| William, Zorn | I | TRUSTEE OF THE MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | NA | |
| William, Zorn | I | TRUSTEE OF THE MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | NA | |
| William, Zorn | I | TRUSTEE OF THE MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | NA | |
| William, Zorn | I | TRUSTEE OF THE MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | NA | |
| William, Zorn | I | TRUSTEE OF THE MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | NA | |
| William, Zorn | I | TRUSTEE OF THE MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | NA | |
| William, Zorn | I | TRUSTEE OF THE MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | NA | |
| William, Zorn | I | TRUSTEE OF THE MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | NA | |
| William, Zorn | I | TRUSTEE OF THE MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | NA | |
| William, Zorn | I | TRUSTEE OF THE MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | NA | |
| William, Zorn | I | TRUSTEE OF THE MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | NA | |
| MILLER, GREG | I | CEO | E | Control |
| MILLER, GREG | I | CEO | E | Control |
| MILLER, GREG | I | CEO | E | Control |
| MILLER, GREG | I | CEO | E | Control |
| MILLER, GREG | I | PRESIDENT AND CEO | E | Control |
| MILLER, GREG | I | CEO | E | Control |
| MILLER, GREG | I | CEO | E | Control |
| MILLER, GREG | I | CEO | E | Control |
| MILLER, GREG | I | CEO | E | Control |
| MILLER, GREG | I | PRESIDENT AND CEO | E | Control |
| MILLER, GREG | I | PRESIDENT AND CEO | E | Control |
| MILLER, GREG | I | CEO | E | Control |
| MILLER, GREG | I | CEO | E | Control |
| MILLER, GREG | I | CEO | E | Control |
| MILLER, GREG | I | CEO | E | Control |
| MILLER, GREG | I | CEO | E | Control |
| MILLER, GREG | I | PRESIDENT AND CEO | E | Control |
| MILLER, GREG | I | CEO | E | Control |
| MILLER, GREG | I | PRESIDENT AND CEO | E | Control |
| MILLER, GREG | I | CEO | E | Control |
| MILLER, GREG | I | CEO | E | Control |
| MILLER, GREG | I | PRESIDENT AND CEO | E | Control |
| MILLER, GREG | I | PRESIDENT AND CEO | E | Control |
| MILLER, GREG | I | PRESIDENT AND CEO | E | Control |
| MILLER, GREG | I | CEO | E | Control |
| MILLER, GREG | I | CEO | E | Control |
| MILLER, GREG | I | CEO | E | Control |
| MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | DE | OWNER / SHAREHOLDER | D | |
| MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | DE | OWNER / SHAREHOLDER | D | |
| MILLER, GREG | I | CEO | D | Control |
| MILLER, GREG | I | CEO | D | Control |
| MILLER, GREG | I | CEO | D | Control |
| MILLER, GREG | I | CEO | D | Control |
| MILLER, GREG | I | CEO | D | Control |
| MILLER, GREG | I | CEO | D | Control |
| MILLER, GREG | I | CEO | D | Control |
| MILLER, GREG | I | CEO | D | Control |
| MILLER, GREG | I | CEO | D | Control |
| MILLER, GREG | I | CEO | D | Control |
| MILLER, GREG | I | CEO | D | Control |
| MILLER, GREG | I | CEO | D | Control |
| MILLER, GREG | I | CEO | D | Control |
| MILLER, GREG | I | CEO | D | Control |
| MILLER, GREG | I | CEO | D | Control |
| MILLER, GREG | I | CEO | D | Control |
| MILLER, GREG | I | CEO | D | Control |
| MILLER, GREG | I | CEO | D | Control |
| MILLER, GREG | I | CEO | D | Control |
| MILLER, GREG | I | CEO | D | Control |
| MILLER, GREG | I | CEO | D | Control |
| MILLER, GREG | I | CHAIRMAN AND CEO | D | Control |
| MILLER, GREG | I | CHAIRMAN AND CEO | D | Control |
| MILLER, GREG | I | CHAIRMAN AND CEO | D | Control |
| MILLER, GREG | I | CEO | D | Control |
| MILLER, GREG | I | CHAIRMAN AND CEO | D | Control |
| MILLER, GREG | I | CHAIRMAN AND CEO | D | Control |
| MILLER, GREG | I | CHAIRMAN AND CEO | D | Control |
| MILLER, GREG | I | CHAIRMAN AND CEO | D | Control |
| MILLER, GREG | I | CHAIRMAN AND CEO | D | Control |
| MILLER, GREG | I | CHAIRMAN AND CEO | D | Control |
| MILLER, GREG | I | CHAIRMAN AND CEO | D | Control |
| Miller, Regis, Ann | I | OWNER / SHAREHOLDER | D | Control |
| Miller, Regis, Ann | I | OWNER / SHAREHOLDER | D | Control |
| Miller, Regis, Ann | I | OWNER / SHAREHOLDER | D | Control |
| Miller, Regis, Ann | I | OWNER / SHAREHOLDER | D | Control |
| Miller, Regis, Ann | I | OWNER / SHAREHOLDER | D | Control |
| Miller, Regis, Ann | I | OWNER / SHAREHOLDER | D | Control |
| THE GREG MILLER TRUST | DE | OWNER/SHAREHOLDER | D | Control |
| THE GREG MILLER TRUST | DE | OWNER/SHAREHOLDER | D | Control |
| THE GREG MILLER TRUST | DE | OWNER/SHAREHOLDER | D | Control |
| THE GREG MILLER TRUST | DE | OWNER/SHAREHOLDER | D | Control |
| THE GREG MILLER TRUST | DE | OWNER/SHAREHOLDER | D | Control |
| THE GREG MILLER TRUST | DE | OWNER/SHAREHOLDER | D | Control |
| THE GREG MILLER TRUST | DE | OWNER/SHAREHOLDER | D | Control |
| THE GREG MILLER TRUST | DE | OWNER/SHAREHOLDER | D | Control |
| THE GREG MILLER TRUST | DE | OWNER/SHAREHOLDER | D | Control |
| THE GREG MILLER TRUST | DE | OWNER/SHAREHOLDER | D | Control |
| THE GREG MILLER TRUST | DE | OWNER/SHAREHOLDER | D | Control |
| THE GREG MILLER TRUST | DE | OWNER/SHAREHOLDER | D | Control |
| THE GREG MILLER TRUST | DE | OWNER/SHAREHOLDER | D | Control |
| THE GREG MILLER TRUST | DE | OWNER/SHAREHOLDER | D | Control |
| THE GREG MILLER TRUST | DE | OWNER/SHAREHOLDER | D | Control |
| GREG MILLER GRANTOR RETAINED ANNUITY TRUST | DE | OWNER / SHAREHOLDER | C | Control |
| GREG MILLER GRANTOR RETAINED ANNUITY TRUST | DE | OWNER / SHAREHOLDER | C | Control |
| GREG MILLER GRANTOR RETAINED ANNUITY TRUST | DE | OWNER / SHAREHOLDER | C | Control |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | B | |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | B | |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | B | |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | B | |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | B | |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | B | |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | B | |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | B | |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | B | |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | B | |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | B | |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | B | |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | B | |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | B | |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | B | |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | B | |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | B | |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | B | |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | B | |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | B | |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | B | |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | B | |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | B | |
| HERNBERG, MAUREEN, PATRICIA | I | TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 | B | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | B | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | B | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | B | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | B | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | B | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | B | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | B | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | B | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | B | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | B | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | B | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | B | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | B | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | B | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | B | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | B | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | B | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | B | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | B | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | B | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | B | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | B | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | B | |
| JOHNSON, SAMUEL, SLOAN | I | TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 | B | |
| MILLER, MICHAEL, DAVID | I | SENIOR VICE PRESIDENT AND CO-CIO | B | Control |
| MILLER, MICHAEL, DAVID | I | SENIOR VICE PRESIDENT AND CIO | B | Control |
| MILLER, MICHAEL, DAVID | I | SENIOR VICE PRESIDENT AND CIO | B | Control |
| MILLER, MICHAEL, DAVID | I | SENIOR VICE PRESIDENT AND CIO | B | Control |
| MILLER, MICHAEL, DAVID | I | SENIOR VICE PRESIDENT AND CIO | B | Control |
| MILLER, MICHAEL, DAVID | I | PRESIDENT AND CIO | B | Control |
| MILLER, MICHAEL, DAVID | I | PRESIDENT AND CIO | B | Control |
| MILLER, MICHAEL, DAVID | I | SENIOR VICE PRESIDENT AND CIO | B | Control |
| MILLER, MICHAEL, DAVID | I | SENIOR VICE PRESIDENT AND CIO | B | Control |
| MILLER, MICHAEL, DAVID | I | SENIOR VICE PRESIDENT AND CIO | B | Control |
| MILLER, MICHAEL, DAVID | I | PRESIDENT AND CIO | B | Control |
| MILLER, MICHAEL, DAVID | I | PRESIDENT AND CIO | B | Control |
| MILLER, MICHAEL, DAVID | I | PRESIDENT AND CIO | B | Control |
| MILLER, MICHAEL, DAVID | I | PRESIDENT AND CIO | B | Control |
| MILLER, MICHAEL, DAVID | I | PRESIDENT AND CIO | B | Control |
| MURPHY, DARLENE, MARIE | I | PRESIDENT AND CCO | B | Control |
| MURPHY, DARLENE, MARIE | I | PRESIDENT AND CCO | B | Control |
| MURPHY, DARLENE, MARIE | I | PRESIDENT,CHIEF COMPLIANCE OFFICER | B | Control |
| MURPHY, DARLENE, MARIE | I | PRESIDENT,CHIEF COMPLIANCE OFFICER | B | Control |
| MURPHY, DARLENE, MARIE | I | DIRECTOR | B | Control |
| MURPHY, DARLENE, MARIE | I | PRESIDENT,CHIEF COMPLIANCE OFFICER | B | Control |
| MURPHY, DARLENE, MARIE | I | PRESIDENT | B | Control |
| MURPHY, DARLENE, MARIE | I | PRESIDENT | B | Control |
| MURPHY, DARLENE, MARIE | I | PRESIDENT | B | Control |
| MURPHY, DARLENE, MARIE | I | DIRECTOR | B | Control |
| MURPHY, DARLENE, MARIE | I | DIRECTOR | B | Control |
| MURPHY, DARLENE, MARIE | I | PRESIDENT AND CCO | B | Control |
| MURPHY, DARLENE, MARIE | I | PRESIDENT | B | Control |
| MURPHY, DARLENE, MARIE | I | PRESIDENT | B | Control |
| MURPHY, DARLENE, MARIE | I | PRESIDENT | B | Control |
| MURPHY, DARLENE, MARIE | I | PRESIDENT,CHIEF COMPLIANCE OFFICER | B | Control |
| MURPHY, DARLENE, MARIE | I | DIRECTOR | B | Control |
| MURPHY, DARLENE, MARIE | I | PRESIDENT | B | Control |
| MURPHY, DARLENE, MARIE | I | DIRECTOR | B | Control |
| MURPHY, DARLENE, MARIE | I | PRESIDENT | B | Control |
| MURPHY, DARLENE, MARIE | I | PRESIDENT | B | Control |
| MURPHY, DARLENE, MARIE | I | DIRECTOR | B | Control |
| MURPHY, DARLENE, MARIE | I | DIRECTOR | B | Control |
| MURPHY, DARLENE, MARIE | I | DIRECTOR | B | Control |
| MURPHY, DARLENE, MARIE | I | PRESIDENT | B | Control |
| MURPHY, DARLENE, MARIE | I | PRESIDENT | B | Control |
| MURPHY, DARLENE, MARIE | I | PRESIDENT | B | Control |
| MURPHY, DARLENE, MARIE | I | PRESIDENT | B | Control |
| MURPHY, DARLENE, MARIE | I | PRESIDENT | B | Control |
| MURPHY, DARLENE, MARIE | I | PRESIDENT | B | Control |
| MURPHY, DARLENE, MARIE | I | PRESIDENT | B | Control |
| MURPHY, DARLENE, MARIE | I | PRESIDENT | B | Control |
| MURPHY, DARLENE, MARIE | I | PRESIDENT | B | Control |
| MURPHY, DARLENE, MARIE | I | PRESIDENT | B | Control |
| MURPHY, DARLENE, MARIE | I | PRESIDENT | B | Control |
| MURPHY, DARLENE, MARIE | I | PRESIDENT | B | Control |
| MURPHY, DARLENE, MARIE | I | PRESIDENT | B | Control |
| MURPHY, DARLENE, MARIE | I | PRESIDENT | B | Control |
| MURPHY, DARLENE, MARIE | I | PRESIDENT | B | Control |
| MURPHY, DARLENE, MARIE | I | PRESIDENT | B | Control |
| MURPHY, DARLENE, MARIE | I | PRESIDENT | B | Control |
| MURPHY, DARLENE, MARIE | I | PRESIDENT | B | Control |
| MURPHY, DARLENE, MARIE | I | PRESIDENT | B | Control |
| MURPHY, DARLENE, MARIE | I | MANAGING DIRECTOR | B | Control |
| MURPHY, DARLENE, MARIE | I | MANAGING DIRECTOR | B | Control |
| MURPHY, DARLENE, MARIE | I | PRESIDENT | B | Control |
| MURPHY, DARLENE, MARIE | I | PRESIDENT | B | Control |
| MURPHY, DARLENE, MARIE | I | PRESIDENT | B | Control |
| MURPHY, DARLENE, MARIE | I | DIRECTOR | B | Control |
| MURPHY, DARLENE, MARIE | I | DIRECTOR | B | Control |
| MURPHY, DARLENE, MARIE | I | DIRECTOR | B | Control |
| MURPHY, DARLENE, MARIE | I | DIRECTOR | B | Control |
| MURPHY, DARLENE, MARIE | I | DIRECTOR | B | Control |
| MURPHY, DARLENE, MARIE | I | DIRECTOR | B | Control |
| MURPHY, DARLENE, MARIE | I | DIRECTOR | B | Control |
| MURPHY, DARLENE, MARIE | I | DIRECTOR | B | Control |
| MURPHY, DARLENE, MARIE | I | DIRECTOR | B | Control |
| MURPHY, DARLENE, MARIE | I | OWNER/SHAREHOLDER | B | |
| MURPHY, DARLENE, MARIE | I | OWNER/SHAREHOLDER | B | |
| MURPHY, DARLENE, MARIE | I | OWNER/SHAREHOLDER | B | |
| MURPHY, DARLENE, MARIE | I | OWNER/SHAREHOLDER | B | |
| MURPHY, DARLENE, MARIE | I | OWNER/SHAREHOLDER | B | |
| MURPHY, DARLENE, MARIE | I | OWNER/SHAREHOLDER | B | |
| MURPHY, DARLENE, MARIE | I | OWNER/SHAREHOLDER | B | |
| MURPHY, DARLENE, MARIE | I | OWNER/SHAREHOLDER | B | |
| MURPHY, DARLENE, MARIE | I | OWNER/SHAREHOLDER | B | |
| MURPHY, DARLENE, MARIE | I | OWNER/SHAREHOLDER | B | |
| MURPHY, DARLENE, MARIE | I | OWNER/SHAREHOLDER | B | |
| MURPHY, DARLENE, MARIE | I | OWNER/SHAREHOLDER | B | |
| MURPHY, DARLENE, MARIE | I | OWNER/SHAREHOLDER | B | |
| MURPHY, DARLENE, MARIE | I | OWNER/SHAREHOLDER | B | |
| MURPHY, DARLENE, MARIE | I | OWNER/SHAREHOLDER | B | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE GREG MILLER TRUST | DE | OWNER/SHAREHOLDER | B | Control |
| THE GREG MILLER TRUST | DE | OWNER/SHAREHOLDER | B | Control |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | B | |
| MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | DE | OWNER / SHAREHOLDER | A | |
| MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | DE | OWNER / SHAREHOLDER | A | |
| MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | DE | OWNER / SHAREHOLDER | A | |
| MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | DE | OWNER / SHAREHOLDER | A | |
| MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | DE | OWNER / SHAREHOLDER | A | |
| MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | DE | OWNER / SHAREHOLDER | A | |
| MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | DE | OWNER / SHAREHOLDER | A | |
| MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | DE | OWNER / SHAREHOLDER | A | |
| MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | DE | OWNER / SHAREHOLDER | A | |
| MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | DE | OWNER / SHAREHOLDER | A | |
| MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | DE | OWNER / SHAREHOLDER | A | |
| MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | DE | OWNER / SHAREHOLDER | A | |
| MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | DE | OWNER / SHAREHOLDER | A | |
| MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | DE | OWNER / SHAREHOLDER | A | |
| MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | DE | OWNER / SHAREHOLDER | A | |
| MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | DE | OWNER / SHAREHOLDER | A | |
| MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | DE | OWNER / SHAREHOLDER | A | |
| MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | DE | OWNER / SHAREHOLDER | A | |
| MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | DE | OWNER / SHAREHOLDER | A | |
| MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | DE | OWNER / SHAREHOLDER | A | |
| MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | DE | OWNER / SHAREHOLDER | A | |
| MURPHY, DARLENE, MARIE | I | OWNER/SHAREHOLDER | A | |
| MURPHY, DARLENE, MARIE | I | OWNER/SHAREHOLDER | A | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | A | |
| THE DARLENE M. MURPHY TRUST - 2011 | DE | OWNER / SHAREHOLDER | A | |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | A | |
| THE MICHAEL DAVID MILLER TRUST - 2011 | DE | OWNER / SHAREHOLDER | A | |
| William, Zorn | I | TRUSTEE OF THE MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | A | |
| William, Zorn | I | TRUSTEE OF THE MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | A | |
| William, Zorn | I | TRUSTEE OF THE MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | A | |
| William, Zorn | I | TRUSTEE OF THE MICHAEL MILLER IRREVOCABLE TRUST OF 2020 | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GREG MILLER GRANTOR RETAINED ANNUITY TRUST | DE | GREG MILLER GRANTOR RETAINED ANNUITY TRUST | C | Control |
Registrations
Federal
IA
Oct 29, 2025 REGISTERED
Notice Filings (50)
AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA VT WA WI WV
Address
100 MARKET STREETSUITE 203
PORTSMOUTH, NH 03801
United States
Phone: 781-416-4000