MORTON CAPITAL MANAGEMENT, LLC
Legal name: MORTON WEALTH
CRD #141250 SEC #801-67025 CALABASAS, CA 818-222-4727
SEC Registered Private Funds
Total AUM
$3B
Discretionary
$2.9B
Employees
57
Clients
51
Accounts
3,622
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 15, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BREHM, PRISCILLA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BREHM, PRISCILLA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BREHM, PRISCILLA, ANN | I | CHIEF COMPLIANCE OFFICER/SENIOR VP | NA | Control |
| BREHM, PRISCILLA, ANN | I | CHIEF COMPLIANCE OFFICER/SENIOR VP | NA | Control |
| BREHM, PRISCILLA, ANN | I | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| BREHM, PRISCILLA, ANN | I | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| BREHM, PRISCILLA, ANN | I | SENIOR VICE PRESIDENT | NA | Control |
| BREHM, PRISCILLA, ANN | I | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| BREHM, PRISCILLA, ANN | I | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| BREHM, PRISCILLA, ANN | I | SENIOR VICE PRESIDENT | NA | Control |
| BREHM, PRISCILLA, ANN | I | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| BREHM, PRISCILLA, ANN | I | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| BREHM, PRISCILLA, ANN | I | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| BREHM, PRISCILLA, ANN | I | SENIOR VICE PRESIDENT | NA | Control |
| BREHM, PRISCILLA, ANN | I | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| BREHM, PRISCILLA, ANN | I | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| BREHM, PRISCILLA, ANN | I | SENIOR VICE PRESIDENT | NA | Control |
| BREHM, PRISCILLA, ANN | I | SENIOR VICE PRESIDENT | NA | Control |
| BREHM, PRISCILLA, ANN | I | SENIOR VICE PRESIDENT | NA | Control |
| BREHM, PRISCILLA, ANN | I | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| BREHM, PRISCILLA, ANN | I | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| BREHM, PRISCILLA, ANN | I | SENIOR VICE PRESIDENT | NA | Control |
| BRUTON, NOMA | I | EXECUTIVE VICE PRESIDENT & CHIEF HUMAN RESOURCES OFFICER | NA | |
| BRUTON, NOMA | I | EXECUTIVE VICE PRESIDENT & CHIEF HUMAN RESOURCES OFFICER | NA | |
| DUDA, NATHAN | I | SENIOR VICE PRESIDENT & CONTROLLER | NA | |
| DUDA, NATHAN | I | SENIOR VICE PRESIDENT & CONTROLLER | NA | |
| ELLSWORTH, BENJAMIN | I | SENIOR VICE PRESIDENT & CHIEF TECHNOLOGY OFFICER | NA | |
| ELLSWORTH, BENJAMIN | I | SENIOR VICE PRESIDENT & CHIEF TECHNOLOGY OFFICER | NA | |
| GLINSKI, BILL | I | SENIOR VICE PRESIDENT & TREASURER | NA | |
| GLINSKI, BILL | I | SENIOR VICE PRESIDENT & TREASURER | NA | |
| HAMILL, LEO, PETER | I | DIRECTOR | NA | |
| HAMILL, LEO, PETER | I | DIRECTOR | NA | |
| HAMILL, LEO, PETER | I | DIRECTOR | NA | |
| HAMILL, LEO, PETER | I | DIRECTOR | NA | |
| HAMILL, LEO, PETER | I | DIRECTOR, SENIOR VICE PRESIDENT & WEALTH MANAGEMENT | NA | |
| HAMILL, LEO, PETER | I | DIRECTOR | NA | |
| HAMILL, LEO, PETER | I | DIRECTOR | NA | |
| HAMILL, LEO, PETER | I | DIRECTOR, SENIOR VICE PRESIDENT & WEALTH MANAGEMENT | NA | |
| LEIS, GEORGE, STEVEN | I | DIRECTOR | NA | Control |
| LEIS, GEORGE, STEVEN | I | DIRECTOR | NA | Control |
| LEIS, GEORGE, STEVEN | I | DIRECTOR | NA | Control |
| LEIS, GEORGE, STEVEN | I | DIRECTOR, EXECUTIVE VICE PRESIDENT & CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| LEIS, GEORGE, STEVEN | I | DIRECTOR, EXECUTIVE VICE PRESIDENT & CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| MCKINNON, STACEY, LYNN | I | CHIEF OPERATING OFFICER | NA | Control |
| MCKINNON, STACEY, LYNN | I | CHIEF OPERATING OFFICER | NA | Control |
| MCKINNON, STACEY, LYNN | I | CHIEF OPERATING OFFICER | NA | Control |
| MCKINNON, STACEY, LYNN | I | CHIEF OPERATING OFFICER | NA | Control |
| MCKINNON, STACEY, LYNN | I | CHIEF OPERATING OFFICER | NA | Control |
| MCKINNON, STACEY, LYNN | I | CHIEF OPERATING OFFICER | NA | Control |
| MCKINNON, STACEY, LYNN | I | CHIEF OPERATING OFFICER | NA | Control |
| MCKINNON, STACEY, LYNN | I | CHIEF OPERATING OFFICER | NA | Control |
| MCKINNON, STACEY, LYNN | I | CHIEF OPERATING OFFICER | NA | Control |
| MCKINNON, STACEY, LYNN | I | CHIEF OPERATING OFFICER | NA | Control |
| MCKINNON, STACEY, LYNN | I | CHIEF OPERATING OFFICER | NA | Control |
| MCKINNON, STACEY, LYNN | I | CHIEF OPERATING OFFICER | NA | Control |
| MCKINNON, STACEY, LYNN | I | CHIEF OPERATING OFFICER | NA | Control |
| MCKINNON, STACEY, LYNN | I | CHIEF OPERATING OFFICER | NA | Control |
| MOORADIAN, DENNIS, JACK | I | DIRECTOR AND CHAIRMAN | NA | |
| MOORADIAN, DENNIS, JACK | I | DIRECTOR AND CHAIRMAN | NA | |
| MOORADIAN, DENNIS, JACK | I | DIRECTOR AND CHAIRMAN | NA | |
| MOORADIAN, DENNIS, JACK | I | DIRECTOR AND CHAIRMAN | NA | |
| MORTON, LON | I | CEO, PRESIDENT & COB | NA | Control |
| MORTON, LON | I | CEO, PRESIDENT & COB | NA | Control |
| MORTON, LON | I | CFO, PRESIDENT AND CHAIRMAN OF THE BOARD | NA | Control |
| MORTON, LON | I | CFO, PRESIDENT AND CHAIRMAN OF THE BOARD | NA | Control |
| MORTON, LON | I | PRESIDENT, CHIEF EXECUTIVE OFFICER & DIRECTOR | NA | Control |
| MORTON, LON | I | PRESIDENT, CHIEF EXECUTIVE OFFICER & DIRECTOR | NA | Control |
| MORTON, LON | I | PRESIDENT, CHIEF EXECUTIVE OFFICER & DIRECTOR | NA | Control |
| MORTON, LON | I | PRESIDENT, CHIEF EXECUTIVE OFFICER & DIRECTOR | NA | Control |
| MORTON, LON | I | PRESIDENT, CHIEF EXECUTIVE OFFICER & DIRECTOR | NA | Control |
| MORTON, LON | I | PRESIDENT, CHIEF EXECUTIVE OFFICER & DIRECTOR | NA | Control |
| MORTON, LON | I | PRESIDENT, CHIEF EXECUTIVE OFFICER & DIRECTOR | NA | Control |
| MORTON, LON | I | PRESIDENT, CHIEF EXECUTIVE OFFICER & DIRECTOR | NA | Control |
| MORTON, ROXANNA, FAYE | I | TRUSTEE - MORTON FAMILY TRUST | NA | Control |
| MORTON, ROXANNA, FAYE | I | TRUSTEE - MORTON FAMILY TRUST | NA | Control |
| MORTON, ROXANNA, FAYE | I | TRUSTEE - MORTON FAMILY TRUST | NA | Control |
| MORTON, ROXANNA, FAYE | I | TRUSTEE - MORTON FAMILY TRUST | NA | Control |
| MORTON, ROXANNA, FAYE | I | TRUSTEE - MORTON FAMILY TRUST | NA | Control |
| MORTON, ROXANNA, FAYE | I | TRUSTEE - MORTON FAMILY TRUST | NA | |
| MORTON, ROXANNA, FAYE | I | TRUSTEE - MORTON FAMILY TRUST | NA | |
| MORTON, ROXANNA, FAYE | I | TRUSTEE - MORTON FAMILY TRUST | NA | |
| MORTON, ROXANNA, FAYE | I | TRUSTEE - MORTON FAMILY TRUST | NA | |
| MORTON, ROXANNA, FAYE | I | TRUSTEE - MORTON FAMILY TRUST | NA | |
| MORTON, ROXANNA, FAYE | I | TRUSTEE - MORTON FAMILY TRUST | NA | |
| MORTON, ROXANNA, FAYE | I | TRUSTEE - MORTON FAMILY TRUST | NA | |
| MORTON, ROXANNA, FAYE | I | TRUSTEE - MORTON FAMILY TRUST | NA | |
| MORTON, ROXANNA, FAYE | I | TRUSTEE - MORTON FAMILY TRUST | NA | |
| MORTON, ROXANNA, FAYE | I | TRUSTEE - MORTON FAMILY TRUST | NA | |
| MORTON, ROXANNA, FAYE | I | TRUSTEE - MORTON FAMILY TRUST | NA | |
| MORTON, ROXANNA, FAYE | I | TRUSTEE - MORTON FAMILY TRUST | NA | |
| MORTON, ROXANNA, FAYE | I | TRUSTEE - MORTON FAMILY TRUST | NA | |
| MORTON, ROXANNA, FAYE | I | TRUSTEE - MORTON FAMILY TRUST | NA | |
| MORTON, ROXANNA, FAYE | I | TRUSTEE - MORTON FAMILY TRUST | NA | |
| MORTON, ROXANNA, FAYE | I | TRUSTEE - MORTON FAMILY TRUST | NA | |
| MORTON, ROXANNA, FAYE | I | TRUSTEE - MORTON FAMILY TRUST | NA | |
| MORTON, ROXANNA, FAYE | I | TRUSTEE - MORTON FAMILY TRUST | NA | |
| NAIMAN, JASON, REEVES | I | VICE PRESIDENT | NA | Control |
| NAIMAN, JASON, REEVES | I | VICE PRESIDENT | NA | Control |
| NAIMAN, JASON, REEVES | I | SENIOR VP | NA | Control |
| NAIMAN, JASON, REEVES | I | SENIOR VP | NA | Control |
| NAIMAN, JASON, REEVES | I | SENIOR VICE PRESIDENT | NA | Control |
| NAIMAN, JASON, REEVES | I | SENIOR VICE PRESIDENT | NA | Control |
| NAIMAN, JASON, REEVES | I | SENIOR VICE PRESIDENT | NA | Control |
| NAIMAN, JASON, REEVES | I | SENIOR VICE PRESIDENT | NA | Control |
| NAIMAN, JASON, REEVES | I | SENIOR VICE PRESIDENT | NA | Control |
| NAIMAN, JASON, REEVES | I | SENIOR VICE PRESIDENT | NA | Control |
| NAIMAN, JASON, REEVES | I | SENIOR VICE PRESIDENT | NA | Control |
| NAIMAN, JASON, REEVES | I | SENIOR VICE PRESIDENT | NA | Control |
| NAIMAN, JASON, REEVES | I | SENIOR VICE PRESIDENT | NA | Control |
| NAIMAN, JASON, REEVES | I | SENIOR VICE PRESIDENT | NA | Control |
| NAIMAN, JASON, REEVES | I | SENIOR VICE PRESIDENT | NA | Control |
| NAIMAN, JASON, REEVES | I | SENIOR VICE PRESIDENT | NA | Control |
| NAIMAN, JASON, REEVES | I | SENIOR VICE PRESIDENT | NA | Control |
| NAIMAN, JASON, REEVES | I | SENIOR VICE PRESIDENT | NA | Control |
| NAIMAN, JASON, REEVES | I | SENIOR VICE PRESIDENT | NA | Control |
| NAIMAN, JASON, REEVES | I | SENIOR VICE PRESIDENT | NA | Control |
| NAIMAN, JASON, REEVES | I | SENIOR VICE PRESIDENT | NA | Control |
| NAIMAN, JASON, REEVES | I | SENIOR VICE PRESIDENT | NA | Control |
| OLSON, MARK, K | I | DIRECTOR, EXECUTIVE VICE PRESIDENT & CHIEF FINANCIAL OFFICER | NA | |
| OLSON, MARK, K | I | DIRECTOR, EXECUTIVE VICE PRESIDENT & CHIEF FINANCIAL OFFICER | NA | |
| PEREIRA, DIANA, LOUISE HADJES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PEREIRA, DIANA, LOUISE HADJES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PEREIRA, DIANA, LOUISE HADJES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PEREIRA, DIANA, LOUISE HADJES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PEREIRA, DIANA, LOUISE HADJES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PEREIRA, DIANA, LOUISE HADJES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PEREIRA, DIANA, LOUISE HADJES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PEREIRA, DIANA, LOUISE HADJES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PEREIRA, DIANA, LOUISE HADJES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PEREIRA, DIANA, LOUISE HADJES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PEREIRA, DIANA, LOUISE HADJES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PEREIRA, DIANA, LOUISE HADJES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PINCHUK, MEGHAN, HILLARY | I | VICE PRESIDENT | NA | Control |
| PINCHUK, MEGHAN, HILLARY | I | VICE PRESIDENT | NA | Control |
| PINCHUK, MEGHAN, HILLARY | I | VICE PRESIDENT | NA | Control |
| PINCHUK, MEGHAN, HILLARY | I | VICE PRESIDENT | NA | Control |
| PINCHUK, MEGHAN, HILLARY | I | VICE PRESIDENT | NA | Control |
| PINCHUK, MEGHAN, HILLARY | I | VICE PRESIDENT | NA | Control |
| PINCHUK, MEGHAN, HILLARY | I | VICE PRESIDENT | NA | Control |
| PINCHUK, MEGHAN, HILLARY | I | VICE PRESIDENT | NA | Control |
| PITTMAN, DAVID, JOHN | I | DIRECTOR | NA | |
| PITTMAN, DAVID, JOHN | I | DIRECTOR | NA | |
| PITTMAN, DAVID, JOHN | I | DIRECTOR | NA | |
| PITTMAN, DAVID, JOHN | I | DIRECTOR | NA | |
| SARTI, JEFFREY | I | VICE PRESIDENT | NA | Control |
| SARTI, JEFFREY | I | VICE PRESIDENT | NA | Control |
| SARTI, JEFFREY | I | VICE PRESIDENT | NA | Control |
| SARTI, JEFFREY | I | VICE PRESIDENT | NA | Control |
| SARTI, JEFFREY | I | VICE PRESIDENT | NA | Control |
| SARTI, JEFFREY | I | VICE PRESIDENT | NA | Control |
| SARTI, JEFFREY | I | VICE PRESIDENT | NA | Control |
| SARTI, JEFFREY | I | VICE PRESIDENT | NA | Control |
| SARTI, JEFFREY | I | CO-CEO, CO-CHIEF INVESTMENT OFFICER & MANAGER | NA | Control |
| SARTI, JEFFREY | I | CO-CEO, CO-CHIEF INVESTMENT OFFICER & MANAGER | NA | Control |
| SARTI, JEFFREY | I | CO-CEO, CO-CHIEF INVESTMENT OFFICER & MANAGER | NA | Control |
| SARTI, JEFFREY | I | CEO & MANAGER | NA | Control |
| SARTI, JEFFREY | I | CEO & MANAGER | NA | Control |
| SARTI, JEFFREY | I | CEO & MANAGER | NA | Control |
| SARTI, JEFFREY | I | CEO & MANAGER | NA | Control |
| SARTI, JEFFREY | I | CEO & MANAGER | NA | Control |
| SARTI, JEFFREY | I | CEO & MANAGER | NA | Control |
| SARTI, JEFFREY | I | CEO & MANAGER | NA | Control |
| SARTI, JEFFREY | I | CEO & MANAGER | NA | Control |
| SARTI, JEFFREY | I | CEO & MANAGER | NA | Control |
| SARTI, JEFFREY | I | CEO & MANAGER | NA | Control |
| SARTI, JEFFREY | I | CEO & MANAGER | NA | Control |
| SARTI, JEFFREY | I | CEO & MANAGER | NA | Control |
| SARTI, JEFFREY | I | CEO & MANAGER | NA | Control |
| SARTI, JEFFREY | I | CEO & MANAGER | NA | Control |
| SARTI, JEFFREY | I | CEO & MANAGER | NA | Control |
| SARTI, JEFFREY | I | CEO & MANAGER | NA | Control |
| SARTI, JEFFREY | I | CEO & MANAGER | NA | Control |
| SARTI, JEFFREY | I | CEO & MANAGER | NA | Control |
| SARTI, JEFFREY | I | CEO & MANAGER | NA | Control |
| SARTI, SARA | I | TRUSTEE- THE SARTI TRUST | NA | Control |
| SARTI, SARA | I | TRUSTEE- THE SARTI TRUST | NA | Control |
| SARTI, SARA | I | TRUSTEE- THE SARTI TRUST | NA | Control |
| SARTI, SARA | I | TRUSTEE- THE SARTI TRUST | NA | Control |
| SARTI, SARA | I | TRUSTEE- THE SARTI TRUST | NA | Control |
| SARTI, SARA | I | TRUSTEE- THE SARTI TRUST | NA | Control |
| SARTI, SARA | I | TRUSTEE- THE SARTI TRUST | NA | Control |
| SARTI, SARA | I | TRUSTEE- THE SARTI TRUST | NA | Control |
| SARTI, SARA | I | TRUSTEE- THE SARTI TRUST | NA | Control |
| SARTI, SARA | I | TRUSTEE- THE SARTI TRUST | NA | Control |
| SARTI, SARA | I | TRUSTEE- THE SARTI TRUST | NA | Control |
| SARTI, SARA | I | TRUSTEE- THE SARTI TRUST | NA | Control |
| SARTI, SARA | I | TRUSTEE- THE SARTI TRUST | NA | Control |
| SARTI, SARA | I | TRUSTEE- THE SARTI TRUST | NA | Control |
| SARTI, SARA | I | TRUSTEE- THE SARTI TRUST | NA | Control |
| SARTI, SARA | I | TRUSTEE- THE SARTI TRUST | NA | Control |
| SARTI, SARA | I | TRUSTEE- THE SARTI TRUST | NA | Control |
| SARTI, SARA | I | TRUSTEE- THE SARTI TRUST | NA | Control |
| SARTI, SARA, MINKYUNG | I | TRUSTEE- THE SARTI TRUST | NA | Control |
| SARTI, SARA, MINKYUNG | I | TRUSTEE- THE SARTI TRUST | NA | Control |
| SARTI, SARA, MINKYUNG | I | TRUSTEE- THE SARTI TRUST | NA | Control |
| SARTI, SARA, MINKYUNG | I | TRUSTEE- THE SARTI TRUST | NA | Control |
| SEETOO, JENNIFER | I | TRUSTEE- THE C-II TRUST | NA | Control |
| SEETOO, JENNIFER | I | TRUSTEE- THE C-II TRUST | NA | Control |
| SEETOO, JENNIFER | I | TRUSTEE- THE C-II TRUST | NA | Control |
| SEETOO, JENNIFER | I | TRUSTEE- THE C-II TRUST | NA | Control |
| SEETOO, JENNIFER | I | TRUSTEE- THE C-II TRUST | NA | |
| SEETOO, JENNIFER | I | TRUSTEE- THE C-II TRUST | NA | |
| SEETOO, JENNIFER | I | TRUSTEE- THE C-II TRUST | NA | |
| SEETOO, JENNIFER | I | TRUSTEE- THE C-II TRUST | NA | |
| SEETOO, JENNIFER | I | TRUSTEE- THE C-II TRUST | NA | |
| SEETOO, JENNIFER | I | TRUSTEE- THE C-II TRUST | NA | |
| SEETOO, JENNIFER | I | TRUSTEE- THE C-II TRUST | NA | |
| SEETOO, JENNIFER | I | TRUSTEE- THE C-II TRUST | NA | |
| SEETOO, JENNIFER | I | TRUSTEE- THE C-II TRUST | NA | |
| SEETOO, JENNIFER | I | TRUSTEE- THE C-II TRUST | NA | |
| SEETOO, JENNIFER | I | TRUSTEE- THE C-II TRUST | NA | |
| SEETOO, JENNIFER | I | TRUSTEE- THE C-II TRUST | NA | |
| SEETOO, JENNIFER | I | TRUSTEE- THE C-II TRUST | NA | |
| SEETOO, JENNIFER | I | TRUSTEE- THE C-II TRUST | NA | |
| SEETOO, JENNIFER, LOUISE | I | TRUSTEE- THE C-II TRUST | NA | |
| SEETOO, JENNIFER, LOUISE | I | TRUSTEE- THE C-II TRUST | NA | |
| SEETOO, JENNIFER, LOUISE | I | TRUSTEE- THE C-II TRUST | NA | |
| SEETOO, JENNIFER, LOUISE | I | TRUSTEE- THE C-II TRUST | NA | |
| SEETOO, JOSEPH, ALAN | I | SENIOR VICE PRESIDENT | NA | Control |
| SEETOO, JOSEPH, ALAN | I | SENIOR VICE PRESIDENT | NA | Control |
| SEETOO, JOSEPH, ALAN | I | SENIOR VICE PRESIDENT | NA | Control |
| SEETOO, JOSEPH, ALAN | I | WEALTH ADVISOR, SENIOR VICE PRESIDENT | NA | Control |
| SEETOO, JOSEPH, ALAN | I | WEALTH ADVISOR, SENIOR VICE PRESIDENT | NA | |
| SEETOO, JOSEPH, ALAN | I | WEALTH ADVISOR, SENIOR VICE PRESIDENT | NA | |
| SEETOO, JOSEPH, ALAN | I | WEALTH ADVISOR, SENIOR VICE PRESIDENT | NA | |
| SEETOO, JOSEPH, ALAN | I | WEALTH ADVISOR, SENIOR VICE PRESIDENT | NA | |
| SEETOO, JOSEPH, ALAN | I | WEALTH ADVISOR, SENIOR VICE PRESIDENT | NA | |
| SEETOO, JOSEPH, ALAN | I | WEALTH ADVISOR, SENIOR VICE PRESIDENT | NA | |
| SEETOO, JOSEPH, ALAN | I | WEALTH ADVISOR, SENIOR VICE PRESIDENT | NA | |
| SEETOO, JOSEPH, ALAN | I | WEALTH ADVISOR, SENIOR VICE PRESIDENT | NA | |
| SEETOO, JOSEPH, ALAN | I | WEALTH ADVISOR, SENIOR VICE PRESIDENT | NA | |
| SEETOO, JOSEPH, ALAN | I | WEALTH ADVISOR, SENIOR VICE PRESIDENT | NA | |
| SEETOO, JOSEPH, ALAN | I | WEALTH ADVISOR, SENIOR VICE PRESIDENT | NA | |
| SEETOO, JOSEPH, ALAN | I | WEALTH ADVISOR, SENIOR VICE PRESIDENT | NA | |
| SEETOO, JOSEPH, ALAN | I | WEALTH ADVISOR, SENIOR VICE PRESIDENT | NA | |
| SEETOO, JOSEPH, ALAN | I | WEALTH ADVISOR, SENIOR VICE PRESIDENT | NA | |
| SEETOO, JOSEPH, ALAN | I | WEALTH ADVISOR, SENIOR VICE PRESIDENT | NA | |
| SEETOO, JOSEPH, ALAN | I | WEALTH ADVISOR, SENIOR VICE PRESIDENT | NA | |
| SEETOO, JOSEPH, ALAN | I | WEALTH ADVISOR, SENIOR VICE PRESIDENT | NA | |
| SEETOO, JOSEPH, ALAN | I | WEALTH ADVISOR, SENIOR VICE PRESIDENT | NA | |
| SELTER, ERIC, JAY | I | COO | NA | Control |
| SELTER, ERIC, JAY | I | COO | NA | Control |
| SELTER, ERIC, JAY | I | COO/VP/SECRETARY | NA | Control |
| SELTER, ERIC, JAY | I | COO/VP/SECRETARY | NA | Control |
| SELTER, ERIC, JAY | I | SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER & DIRECTOR | NA | Control |
| SELTER, ERIC, JAY | I | SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER & DIRECTOR | NA | Control |
| SELTER, ERIC, JAY | I | SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER & DIRECTOR | NA | Control |
| SELTER, ERIC, JAY | I | SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER & DIRECTOR | NA | Control |
| SELTER, ERIC, JAY | I | SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER & DIRECTOR | NA | Control |
| SELTER, ERIC, JAY | I | SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER & DIRECTOR | NA | Control |
| SELTER, ERIC, JAY | I | SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER & DIRECTOR | NA | Control |
| SELTER, ERIC, JAY | I | SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER & DIRECTOR | NA | Control |
| SELTER, ERIC, JAY | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER & MANAGER | NA | Control |
| SELTER, ERIC, JAY | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & MANAGER | NA | Control |
| SELTER, ERIC, JAY | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & MANAGER | NA | Control |
| SELTER, ERIC, JAY | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & MANAGER | NA | Control |
| SELTER, ERIC, JAY | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & MANAGER | NA | Control |
| SELTER, ERIC, JAY | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & MANAGER | NA | Control |
| SELTER, ERIC, JAY | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & MANAGER | NA | Control |
| SELTER, ERIC, JAY | I | EXECUTIVE VICE PRESIDENT & MANAGER | NA | Control |
| SELTER, ERIC, JAY | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & MANAGER | NA | Control |
| SELTER, ERIC, JAY | I | EXECUTIVE VICE PRESIDENT & MANAGER | NA | Control |
| SELTER, ERIC, JAY | I | EXECUTIVE VICE PRESIDENT & MANAGER | NA | Control |
| SELTER, ERIC, JAY | I | EXECUTIVE VICE PRESIDENT & MANAGER | NA | Control |
| SELTER, ERIC, JAY | I | EXECUTIVE VICE PRESIDENT & MANAGER | NA | Control |
| SELTER, ERIC, JAY | I | EXECUTIVE VICE PRESIDENT & MANAGER | NA | Control |
| SELTER, ERIC, JAY | I | EXECUTIVE VICE PRESIDENT & MANAGER | NA | Control |
| SELTER, ERIC, JAY | I | EXECUTIVE VICE PRESIDENT & MANAGER | NA | Control |
| SELTER, ERIC, JAY | I | EXECUTIVE VICE PRESIDENT & MANAGER | NA | Control |
| SELTER, ERIC, JAY | I | EXECUTIVE VICE PRESIDENT & MANAGER | NA | Control |
| SELTER, ERIC, JAY | I | EXECUTIVE VICE PRESIDENT & MANAGER | NA | Control |
| SELTER, ERIC, JAY | I | EXECUTIVE VICE PRESIDENT & MANAGER | NA | Control |
| SELTER, ERIC, JAY | I | EXECUTIVE VICE PRESIDENT & MANAGER | NA | Control |
| SELTER, ERIC, JAY | I | EXECUTIVE VICE PRESIDENT & MANAGER | NA | Control |
| SELTER, ERIC, JAY | I | EXECUTIVE VICE PRESIDENT & MANAGER | NA | Control |
| SELTER, LYNN, MARIE | I | TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | NA | Control |
| SELTER, LYNN, MARIE | I | TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | NA | Control |
| SELTER, LYNN, MARIE | I | TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | NA | Control |
| SELTER, LYNN, MARIE | I | TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | NA | Control |
| SELTER, LYNN, MARIE | I | TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | NA | Control |
| SELTER, LYNN, MARIE | I | TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | NA | Control |
| SELTER, LYNN, MARIE | I | TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | NA | Control |
| SELTER, LYNN, MARIE | I | TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | NA | Control |
| SELTER, LYNN, MARIE | I | TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | NA | Control |
| SELTER, LYNN, MARIE | I | TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | NA | Control |
| SELTER, LYNN, MARIE | I | TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | NA | Control |
| SELTER, LYNN, MARIE | I | TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | NA | Control |
| SELTER, LYNN, MARIE | I | TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | NA | Control |
| SELTER, LYNN, MARIE | I | TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | NA | Control |
| SELTER, LYNN, MARIE | I | TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | NA | Control |
| SELTER, LYNN, MARIE | I | TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | NA | Control |
| SELTER, LYNN, MARIE | I | TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | NA | Control |
| SELTER, LYNN, MARIE | I | TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | NA | Control |
| SELTER, LYNN, MARIE | I | TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | NA | Control |
| SELTER, LYNN, MARIE | I | TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | NA | Control |
| SELTER, LYNN, MARIE | I | TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | NA | Control |
| SELTER, LYNN, MARIE | I | TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | NA | Control |
| SELTER, LYNN, MARIE | I | TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | NA | Control |
| SHANNON, KENNETH | I | EXECUTIVE VICE PRESIDENT & CHIEF RISK OFFICER | NA | |
| SHANNON, KENNETH | I | EXECUTIVE VICE PRESIDENT & CHIEF RISK OFFICER | NA | |
| SONTAG, CHRISTINE | I | SENIOR VICE PRESIDENT & ASSOCIATE GENERAL COUNSEL | NA | |
| SONTAG, CHRISTINE | I | SENIOR VICE PRESIDENT & ASSOCIATE GENERAL COUNSEL | NA | |
| STRIKS, MENACHEM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STRIKS, MENACHEM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STRIKS, MENACHEM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STRIKS, MENACHEM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STRIKS, MENACHEM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STRIKS, MENACHEM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STRIKS, MENACHEM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STRIKS, MENACHEM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STRIKS, MENACHEM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STRIKS, MENACHEM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STRIKS, MENACHEM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STRIKS, MENACHEM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STRIKS, MENACHEM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STRIKS, MENACHEM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STRIKS, MENACHEM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VACCA, LARA | I | SENIOR VICE PRESIDENT & DIRECTOR OF FINANCIAL REPORTING | NA | |
| VACCA, LARA | I | SENIOR VICE PRESIDENT & DIRECTOR OF FINANCIAL REPORTING | NA | |
| WATSON, LISA, MARIE | I | DIRECTOR | NA | Control |
| ZEPKE, CAROL | I | SENIOR VICE PRESIDENT & CORPORATE SECRETARY | NA | |
| ZEPKE, CAROL | I | SENIOR VICE PRESIDENT & CORPORATE SECRETARY | NA | |
| PACIFIC CAPITAL BANK, N.A. | DE | SHAREHOLDER | E | Control |
| PACIFIC CAPITAL BANK, N.A. | DE | SHAREHOLDER | E | Control |
| PACIFIC CAPITAL BANK, N.A. | DE | SHAREHOLDER | E | Control |
| PACIFIC CAPITAL BANK, N.A. | DE | SHAREHOLDER | E | Control |
| PACIFIC CAPITAL BANK, N.A. | DE | SHAREHOLDER | E | Control |
| PACIFIC CAPITAL BANK, N.A. | DE | SHAREHOLDER | E | Control |
| UNION BANK, N.A. | DE | SOLE OWNER | E | Control |
| UNION BANK, N.A. | DE | SOLE OWNER | E | Control |
| UNION BANK, N.A. | DE | SOLE OWNER | E | Control |
| UNION BANK, N.A. | DE | SOLE OWNER | E | Control |
| UNION BANK, N.A. | DE | SOLE OWNER | E | Control |
| UNION BANK, N.A. | DE | SOLE OWNER | E | Control |
| MORTON FAMILY TRUST | DE | OWNER | C | Control |
| MORTON FAMILY TRUST | DE | OWNER | C | Control |
| MORTON FAMILY TRUST | DE | OWNER | C | Control |
| MORTON FAMILY TRUST | DE | OWNER | C | Control |
| MORTON FAMILY TRUST | DE | OWNER | C | Control |
| MORTON FAMILY TRUST | DE | OWNER | C | Control |
| MORTON FAMILY TRUST | DE | OWNER | C | Control |
| MORTON FAMILY TRUST | DE | OWNER | C | Control |
| MORTON FAMILY TRUST | DE | OWNER | C | Control |
| MORTON FAMILY TRUST | DE | OWNER | C | Control |
| MORTON FAMILY TRUST | DE | OWNER | C | Control |
| MORTON FAMILY TRUST | DE | OWNER | C | Control |
| MORTON FAMILY TRUST | DE | OWNER | C | Control |
| MORTON FAMILY TRUST | DE | OWNER | C | Control |
| MORTON FAMILY TRUST | DE | OWNER | C | Control |
| MORTON FAMILY TRUST | DE | OWNER | C | Control |
| MORTON FAMILY TRUST | DE | OWNER | C | Control |
| MORTON, LON, (NMN) | I | CHIEF EXECUTIVE OFFICER & DIRECTOR | C | Control |
| MORTON, LON, (NMN) | I | TRUSTEE - MORTON FAMILY TRUST | C | Control |
| MORTON, LON, (NMN) | I | CHIEF EXECUTIVE OFFICER & MANAGER | C | Control |
| MORTON, LON, (NMN) | I | CHIEF EXECUTIVE OFFICER & DIRECTOR | C | Control |
| MORTON, LON, (NMN) | I | TRUSTEE - MORTON FAMILY TRUST | C | Control |
| MORTON, LON, (NMN) | I | CHIEF EXECUTIVE OFFICER & MANAGER | C | Control |
| MORTON, LON, (NMN) | I | TRUSTEE - MORTON FAMILY TRUST | C | Control |
| MORTON, LON, (NMN) | I | CHIEF EXECUTIVE OFFICER & MANAGER | C | Control |
| MORTON, LON, (NMN) | I | CHIEF EXECUTIVE OFFICER & DIRECTOR | C | Control |
| MORTON, LON, (NMN) | I | TRUSTEE - MORTON FAMILY TRUST | C | Control |
| MORTON, LON, (NMN) | I | CHIEF EXECUTIVE OFFICER & MANAGER | C | Control |
| MORTON, LON, (NMN) | I | CHIEF EXECUTIVE OFFICER & MANAGER | C | Control |
| MORTON, LON, (NMN) | I | CHIEF EXECUTIVE OFFICER & MANAGER | C | Control |
| MORTON, LON, (NMN) | I | CHIEF EXECUTIVE OFFICER & MANAGER | C | Control |
| MORTON, LON, (NMN) | I | CHIEF EXECUTIVE OFFICER & MANAGER | C | Control |
| MORTON, LON, (NMN) | I | CHIEF EXECUTIVE OFFICER & MANAGER | C | Control |
| MORTON, LON, (NMN) | I | CHIEF EXECUTIVE OFFICER & MANAGER | C | Control |
| MORTON, LON, (NMN) | I | CHIEF EXECUTIVE OFFICER & MANAGER | C | Control |
| MORTON, ROXANNA, FAYE | I | TRUSTEE - MORTON FAMILY TRUST | C | Control |
| MORTON, ROXANNA, FAYE | I | TRUSTEE - MORTON FAMILY TRUST | C | Control |
| MORTON, ROXANNA, FAYE | I | TRUSTEE - MORTON FAMILY TRUST | C | Control |
| MORTON, ROXANNA, FAYE | I | TRUSTEE - MORTON FAMILY TRUST | C | Control |
| MORTON, ROXANNA, FAYE | I | TRUSTEE - MORTON FAMILY TRUST | C | Control |
| MORTON, ROXANNA, FAYE | I | TRUSTEE - MORTON FAMILY TRUST | C | Control |
| MORTON, ROXANNA, FAYE | I | TRUSTEE - MORTON FAMILY TRUST | C | Control |
| MORTON, ROXANNA, FAYE | I | TRUSTEE - MORTON FAMILY TRUST | C | Control |
| MORTON, ROXANNA, FAYE | I | TRUSTEE - MORTON FAMILY TRUST | C | Control |
| MORTON, ROXANNA, FAYE | I | TRUSTEE - MORTON FAMILY TRUST | C | Control |
| MORTON, ROXANNA, FAYE | I | TRUSTEE - MORTON FAMILY TRUST | C | Control |
| MORTON, ROXANNA, FAYE | I | TRUSTEE - MORTON FAMILY TRUST | C | Control |
| MORTON, ROXANNA, FAYE | I | TRUSTEE - MORTON FAMILY TRUST | C | Control |
| MORTON, ROXANNA, FAYE | I | TRUSTEE - MORTON FAMILY TRUST | C | Control |
| MORTON, ROXANNA, FAYE | I | TRUSTEE - MORTON FAMILY TRUST | C | Control |
| MORTON, ROXANNA, FAYE | I | TRUSTEE - MORTON FAMILY TRUST | C | Control |
| MORTON, ROXANNA, FAYE | I | TRUSTEE - MORTON FAMILY TRUST | C | Control |
| PINCHUK, MEGHAN, HILLARY | I | CO-PRESIDENT, MANAGER & DIRECTOR | C | Control |
| PINCHUK, MEGHAN, HILLARY | I | CO-PRESIDENT, MANAGER & DIRECTOR | C | Control |
| PINCHUK, MEGHAN, HILLARY | I | CO-PRESIDENT & MANAGER | C | Control |
| PINCHUK, MEGHAN, HILLARY | I | CO-PRESIDENT, MANAGER & DIRECTOR | C | Control |
| PINCHUK, MEGHAN, HILLARY | I | CO-CEO, CO-CHIEF INVESTMENT OFFICER & MANAGER | C | Control |
| PINCHUK, MEGHAN, HILLARY | I | CO-CEO, CO-CHIEF INVESTMENT OFFICER & MANAGER | C | Control |
| PINCHUK, MEGHAN, HILLARY | I | CO-CEO, CO-CHIEF INVESTMENT OFFICER & MANAGER | C | Control |
| PINCHUK, MEGHAN, HILLARY | I | CO-CEO, CO-CHIEF INVESTMENT OFFICER & MANAGER | C | Control |
| PINCHUK, MEGHAN, HILLARY | I | CHIEF INVESTMENT OFFICER & MANAGER | C | Control |
| PINCHUK, MEGHAN, HILLARY | I | CHIEF INVESTMENT OFFICER & MANAGER | C | Control |
| PINCHUK, MEGHAN, HILLARY | I | CHIEF INVESTMENT OFFICER & MANAGER | C | Control |
| PINCHUK, MEGHAN, HILLARY | I | CHIEF INVESTMENT OFFICER & MANAGER | C | Control |
| PINCHUK, MEGHAN, HILLARY | I | CHIEF INVESTMENT OFFICER & MANAGER | C | Control |
| PINCHUK, MEGHAN, HILLARY | I | CHIEF INVESTMENT OFFICER & MANAGER | C | Control |
| PINCHUK, MEGHAN, HILLARY | I | CHIEF INVESTMENT OFFICER & MANAGER | C | Control |
| PINCHUK, MEGHAN, HILLARY | I | CHIEF INVESTMENT OFFICER & MANAGER | C | Control |
| PINCHUK, MEGHAN, HILLARY | I | CHIEF INVESTMENT OFFICER & MANAGER | C | Control |
| PINCHUK, MEGHAN, HILLARY | I | CHIEF INVESTMENT OFFICER & MANAGER | C | Control |
| PINCHUK, MEGHAN, HILLARY | I | CHIEF INVESTMENT OFFICER & MANAGER | C | Control |
| PINCHUK, MEGHAN, HILLARY | I | CHIEF INVESTMENT OFFICER & MANAGER | C | Control |
| PINCHUK, MEGHAN, HILLARY | I | CHIEF INVESTMENT OFFICER & MANAGER | C | Control |
| PINCHUK, MEGHAN, HILLARY | I | CHIEF INVESTMENT OFFICER & MANAGER | C | Control |
| PINCHUK, MEGHAN, HILLARY | I | CHIEF INVESTMENT OFFICER & MANAGER | C | Control |
| PINCHUK, MEGHAN, HILLARY | I | CHIEF INVESTMENT OFFICER & MANAGER | C | Control |
| PINCHUK, MEGHAN, HILLARY | I | CHIEF INVESTMENT OFFICER & MANAGER | C | Control |
| PINCHUK, MEGHAN, HILLARY | I | CHIEF INVESTMENT OFFICER & MANAGER | C | Control |
| PINCHUK, MEGHAN, HILLARY | I | CHIEF INVESTMENT OFFICER & MANAGER | C | Control |
| SARTI, JEFFREY | I | CO-PRESIDENT, MANAGER & DIRECTOR | C | Control |
| SARTI, JEFFREY | I | CO-PRESIDENT, MANAGER & DIRECTOR | C | Control |
| SARTI, JEFFREY | I | CO-PRESIDENT & MANAGER | C | Control |
| SARTI, JEFFREY | I | CO-PRESIDENT, MANAGER & DIRECTOR | C | Control |
| SARTI, JEFFREY | I | CO-CEO, CO-CHIEF INVESTMENT OFFICER & MANAGER | C | Control |
| THE SARTI TRUST | DE | OWNER | C | Control |
| THE SARTI TRUST | DE | OWNER | C | Control |
| THE SARTI TRUST | DE | OWNER | C | Control |
| THE SARTI TRUST | DE | OWNER | C | Control |
| THE SARTI TRUST | DE | OWNER | C | Control |
| THE SARTI TRUST | DE | OWNER | C | Control |
| THE SARTI TRUST | DE | OWNER | C | Control |
| THE SARTI TRUST | DE | OWNER | C | Control |
| THE SARTI TRUST | DE | OWNER | C | Control |
| THE SARTI TRUST | DE | OWNER | C | Control |
| THE SARTI TRUST | DE | OWNER | C | Control |
| THE SARTI TRUST | DE | OWNER | C | Control |
| THE SARTI TRUST | DE | OWNER | C | Control |
| THE SARTI TRUST | DE | OWNER | C | Control |
| THE SARTI TRUST | DE | OWNER | C | Control |
| THE SARTI TRUST | DE | OWNER | C | Control |
| THE SARTI TRUST | DE | OWNER | C | Control |
| THE SARTI TRUST | DE | OWNER | C | Control |
| THE SARTI TRUST | DE | OWNER | C | Control |
| THE SARTI TRUST | DE | OWNER | C | Control |
| THE SARTI TRUST | DE | OWNER | C | Control |
| THE SARTI TRUST | DE | OWNER | C | Control |
| C-II TRUST | DE | OWNER | B | |
| C-II TRUST | DE | OWNER | B | |
| ERIC AND LYNN SELTER FAMILY TRUST | DE | OWNER | B | Control |
| ERIC AND LYNN SELTER FAMILY TRUST | DE | OWNER | B | Control |
| ERIC AND LYNN SELTER FAMILY TRUST | DE | OWNER | B | Control |
| ERIC AND LYNN SELTER FAMILY TRUST | DE | OWNER | B | Control |
| ERIC AND LYNN SELTER FAMILY TRUST | DE | OWNER | B | Control |
| ERIC AND LYNN SELTER FAMILY TRUST | DE | OWNER | B | Control |
| ERIC AND LYNN SELTER FAMILY TRUST | DE | OWNER | B | Control |
| ERIC AND LYNN SELTER FAMILY TRUST | DE | OWNER | B | Control |
| ERIC AND LYNN SELTER FAMILY TRUST | DE | OWNER | B | Control |
| ERIC AND LYNN SELTER FAMILY TRUST | DE | OWNER | B | Control |
| ERIC AND LYNN SELTER FAMILY TRUST | DE | OWNER | B | Control |
| ERIC AND LYNN SELTER FAMILY TRUST | DE | OWNER | B | Control |
| ERIC AND LYNN SELTER FAMILY TRUST | DE | OWNER | B | Control |
| ERIC AND LYNN SELTER FAMILY TRUST | DE | OWNER | B | Control |
| ERIC AND LYNN SELTER FAMILY TRUST | DE | OWNER | B | Control |
| ERIC AND LYNN SELTER FAMILY TRUST | DE | OWNER | B | Control |
| ERIC AND LYNN SELTER FAMILY TRUST | DE | OWNER | B | Control |
| ERIC AND LYNN SELTER FAMILY TRUST | DE | OWNER | B | Control |
| ERIC AND LYNN SELTER FAMILY TRUST | DE | OWNER | B | Control |
| ERIC AND LYNN SELTER FAMILY TRUST | DE | OWNER | B | Control |
| ERIC AND LYNN SELTER FAMILY TRUST | DE | OWNER | B | Control |
| ERIC AND LYNN SELTER FAMILY TRUST | DE | OWNER | B | Control |
| ERIC AND LYNN SELTER FAMILY TRUST | DE | OWNER | B | Control |
| ERIC AND LYNN SELTER FAMILY TRUST | DE | OWNER | B | Control |
| ERIC AND LYNN SELTER FAMILY TRUST | DE | OWNER | B | Control |
| ERIC AND LYNN SELTER FAMILY TRUST | DE | OWNER | B | Control |
| ERIC AND LYNN SELTER FAMILY TRUST | DE | OWNER | B | Control |
| ERIC AND LYNN SELTER FAMILY TRUST | DE | OWNER | B | Control |
| ERIC AND LYNN SELTER FAMILY TRUST | DE | OWNER | B | Control |
| ERIC AND LYNN SELTER FAMILY TRUST | DE | OWNER | B | Control |
| ERIC AND LYNN SELTER FAMILY TRUST | DE | OWNER | B | Control |
| ERIC AND LYNN SELTER FAMILY TRUST | DE | OWNER | B | Control |
| ERIC AND LYNN SELTER FAMILY TRUST | DE | OWNER | B | Control |
| ERIC AND LYNN SELTER FAMILY TRUST | DE | OWNER | B | Control |
| ERIC AND LYNN SELTER FAMILY TRUST | DE | OWNER | B | Control |
| ERIC AND LYNN SELTER FAMILY TRUST | DE | OWNER | B | Control |
| ERIC AND LYNN SELTER FAMILY TRUST | DE | OWNER | B | Control |
| ERIC AND LYNN SELTER FAMILY TRUST | DE | OWNER | B | Control |
| ERIC AND LYNN SELTER FAMILY TRUST | DE | OWNER | B | Control |
| ERIC AND LYNN SELTER FAMILY TRUST | DE | OWNER | B | Control |
| PINCHUK, MEGHAN, HILLARY | I | CO-PRESIDENT & MANAGER | B | Control |
| PINCHUK, MEGHAN, HILLARY | I | CO-PRESIDENT & MANAGER | B | Control |
| PINCHUK, MEGHAN, HILLARY | I | CO-PRESIDENT & MANAGER | B | Control |
| PINCHUK, MEGHAN, HILLARY | I | CO-PRESIDENT & MANAGER | B | Control |
| PINCHUK, MEGHAN, HILLARY | I | CO-PRESIDENT & MANAGER | B | Control |
| PINCHUK, MEGHAN, HILLARY | I | CO-PRESIDENT & MANAGER | B | Control |
| PINCHUK, MEGHAN, HILLARY | I | CO-PRESIDENT & MANAGER | B | Control |
| PINCHUK, MEGHAN, HILLARY | I | CO-PRESIDENT & MANAGER | B | Control |
| PINCHUK, MEGHAN, HILLARY | I | CO-PRESIDENT & MANAGER | B | Control |
| PINCHUK, MEGHAN, HILLARY | I | CO-PRESIDENT & MANAGER | B | Control |
| PINCHUK, MEGHAN, HILLARY | I | CO-CEO, CO-CHIEF INVESTMENT OFFICER & MANAGER | B | Control |
| PINCHUK, MEGHAN, HILLARY | I | CO-CEO, CO-CHIEF INVESTMENT OFFICER & MANAGER | B | Control |
| PINCHUK, MEGHAN, HILLARY | I | CO-CEO & MANAGER | B | Control |
| SARTI, JEFFREY | I | CO-PRESIDENT & MANAGER | B | Control |
| SARTI, JEFFREY | I | CO-PRESIDENT & MANAGER | B | Control |
| SARTI, JEFFREY | I | CO-PRESIDENT & MANAGER | B | Control |
| SARTI, JEFFREY | I | CO-PRESIDENT & MANAGER | B | Control |
| SARTI, JEFFREY | I | CO-PRESIDENT & MANAGER | B | Control |
| SARTI, JEFFREY | I | CO-PRESIDENT & MANAGER | B | Control |
| SARTI, JEFFREY | I | CO-PRESIDENT & MANAGER | B | Control |
| SARTI, JEFFREY | I | CO-PRESIDENT & MANAGER | B | Control |
| SARTI, JEFFREY | I | CO-PRESIDENT & MANAGER | B | Control |
| SARTI, JEFFREY | I | CO-PRESIDENT & MANAGER | B | Control |
| SARTI, JEFFREY | I | CO-CEO, CO-CHIEF INVESTMENT OFFICER & MANAGER | B | Control |
| SARTI, JEFFREY | I | CO-CEO, CO-CHIEF INVESTMENT OFFICER & MANAGER | B | Control |
| SARTI, JEFFREY | I | CO-CEO & MANAGER | B | Control |
| SELTER, ERIC, JAY | I | SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER, MANAGER & DIRECTOR | B | Control |
| SELTER, ERIC, JAY | I | SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER, & MANAGER | B | Control |
| SELTER, ERIC, JAY | I | SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER, MANAGER & DIRECTOR | B | Control |
| SELTER, ERIC, JAY | I | SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER, & MANAGER | B | Control |
| SELTER, ERIC, JAY | I | SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER, & MANAGER | B | Control |
| SELTER, ERIC, JAY | I | SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER, MANAGER & DIRECTOR | B | Control |
| SELTER, ERIC, JAY | I | SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER, & MANAGER | B | Control |
| SELTER, ERIC, JAY | I | SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER, & MANAGER | B | Control |
| SELTER, ERIC, JAY | I | SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER, & MANAGER | B | Control |
| SELTER, ERIC, JAY | I | SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER, & MANAGER | B | Control |
| SELTER, ERIC, JAY | I | SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER, & MANAGER | B | Control |
| SELTER, ERIC, JAY | I | SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER, & MANAGER | B | Control |
| SELTER, ERIC, JAY | I | SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER, & MANAGER | B | Control |
| SELTER, ERIC, JAY | I | SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER, & MANAGER | B | Control |
| SELTER, ERIC, JAY | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER & MANAGER | B | Control |
| SELTER, ERIC, JAY | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER & MANAGER | B | Control |
| SELTER, ERIC, JAY | I | CHIEF OPERATING OFFICER & MANAGER | B | Control |
| SELTER, LYNN, MARIE | I | TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | B | Control |
| SELTER, LYNN, MARIE | I | TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | B | Control |
| SELTER, LYNN, MARIE | I | TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | B | Control |
| SELTER, LYNN, MARIE | I | TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | B | Control |
| SELTER, LYNN, MARIE | I | TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | B | Control |
| SELTER, LYNN, MARIE | I | TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | B | Control |
| SELTER, LYNN, MARIE | I | TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | B | Control |
| SELTER, LYNN, MARIE | I | TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | B | Control |
| SELTER, LYNN, MARIE | I | TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | B | Control |
| SELTER, LYNN, MARIE | I | TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | B | Control |
| SELTER, LYNN, MARIE | I | TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | B | Control |
| SELTER, LYNN, MARIE | I | TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | B | Control |
| SELTER, LYNN, MARIE | I | TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | B | Control |
| SELTER, LYNN, MARIE | I | TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | B | Control |
| SELTER, LYNN, MARIE | I | TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | B | Control |
| SELTER, LYNN, MARIE | I | TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | B | Control |
| SELTER, LYNN, MARIE | I | TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | B | Control |
| C-II TRUST | DE | OWNER | A | Control |
| C-II TRUST | DE | OWNER | A | Control |
| C-II TRUST | DE | OWNER | A | Control |
| C-II TRUST | DE | OWNER | A | Control |
| C-II TRUST | DE | OWNER | A | |
| C-II TRUST | DE | OWNER | A | |
| C-II TRUST | DE | OWNER | A | |
| C-II TRUST | DE | OWNER | A | |
| C-II TRUST | DE | OWNER | A | |
| C-II TRUST | DE | OWNER | A | |
| C-II TRUST | DE | OWNER | A | |
| C-II TRUST | DE | OWNER | A | |
| C-II TRUST | DE | OWNER | A | |
| C-II TRUST | DE | OWNER | A | |
| C-II TRUST | DE | OWNER | A | |
| C-II TRUST | DE | OWNER | A | |
| C-II TRUST | DE | OWNER | A | |
| C-II TRUST | DE | OWNER | A | |
| C-II TRUST | DE | OWNER | A | |
| C-II TRUST | DE | OWNER | A | |
| MCKINNON, STACEY, LYNN | I | CHIEF OPERATING OFFICER | A | Control |
| MCKINNON, STACEY, LYNN | I | CHIEF OPERATING OFFICER | A | Control |
| MCKINNON, STACEY, LYNN | I | CHIEF OPERATING OFFICER | A | Control |
| MCKINNON, STACEY, LYNN | I | CHIEF OPERATING OFFICER | A | Control |
| MCKINNON, STACEY, LYNN | I | CHIEF OPERATING OFFICER | A | Control |
| MCKINNON, STACEY, LYNN | I | CHIEF OPERATING OFFICER | A | Control |
| MCKINNON, STACEY, LYNN | I | CHIEF OPERATING OFFICER | A | Control |
| MCKINNON, STACEY, LYNN | I | CHIEF OPERATING OFFICER | A | Control |
| MORTON FAMILY TRUST | DE | OWNER | A | Control |
| MORTON FAMILY TRUST | DE | OWNER | A | Control |
| MORTON FAMILY TRUST | DE | OWNER | A | Control |
| MORTON FAMILY TRUST | DE | OWNER | A | Control |
| MORTON FAMILY TRUST | DE | OWNER | A | Control |
| MORTON FAMILY TRUST | DE | OWNER | A | |
| MORTON FAMILY TRUST | DE | OWNER | A | |
| MORTON FAMILY TRUST | DE | OWNER | A | |
| MORTON FAMILY TRUST | DE | OWNER | A | |
| MORTON FAMILY TRUST | DE | OWNER | A | |
| MORTON FAMILY TRUST | DE | OWNER | A | |
| MORTON FAMILY TRUST | DE | OWNER | A | |
| MORTON FAMILY TRUST | DE | OWNER | A | |
| MORTON FAMILY TRUST | DE | OWNER | A | |
| MORTON FAMILY TRUST | DE | OWNER | A | |
| MORTON FAMILY TRUST | DE | OWNER | A | |
| MORTON FAMILY TRUST | DE | OWNER | A | |
| MORTON FAMILY TRUST | DE | OWNER | A | |
| MORTON FAMILY TRUST | DE | OWNER | A | |
| MORTON FAMILY TRUST | DE | OWNER | A | |
| MORTON FAMILY TRUST | DE | OWNER | A | |
| MORTON FAMILY TRUST | DE | OWNER | A | |
| MORTON FAMILY TRUST | DE | OWNER | A | |
| SEETOO, JOSEPH, ALAN | I | SENIOR VICE PRESIDENT | A | |
| SEETOO, JOSEPH, ALAN | I | SENIOR VICE PRESIDENT | A | |
| SEETOO, JOSEPH, ALAN | I | SENIOR VICE PRESIDENT | A | |
| SEETOO, JOSEPH, ALAN | I | SENIOR VICE PRESIDENT | A | |
| SEETOO, JOSEPH, ALAN | I | SENIOR VICE PRESIDENT | A | |
| SEETOO, JOSEPH, ALAN | I | SENIOR VICE PRESIDENT | A | |
| SEETOO, JOSEPH, ALAN | I | SENIOR VICE PRESIDENT | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MORTON, LON, (NMN) | I | MORTON FAMILY TRUST | F | Control |
| MORTON, LON, (NMN) | I | MORTON FAMILY TRUST | F | Control |
| MORTON, LON, (NMN) | I | MORTON FAMILY TRUST | F | Control |
| MORTON, LON, (NMN) | I | MORTON FAMILY TRUST | F | Control |
| MORTON, LON, (NMN) | I | MORTON FAMILY TRUST | F | Control |
| MORTON, LON, (NMN) | I | MORTON FAMILY TRUST | F | Control |
| MORTON, LON, (NMN) | I | MORTON FAMILY TRUST | F | Control |
| MORTON, LON, (NMN) | I | MORTON FAMILY TRUST | F | Control |
| MORTON, LON, (NMN) | I | MORTON FAMILY TRUST | F | Control |
| MORTON, LON, (NMN) | I | MORTON FAMILY TRUST | F | Control |
| MORTON, LON, (NMN) | I | MORTON FAMILY TRUST | F | Control |
| MORTON, LON, (NMN) | I | MORTON FAMILY TRUST | F | Control |
| MORTON, LON, (NMN) | I | MORTON FAMILY TRUST | F | Control |
| MORTON, LON, (NMN) | I | MORTON FAMILY TRUST | F | Control |
| MORTON, ROXANNA, FAYE | I | MORTON FAMILY TRUST | F | Control |
| MORTON, ROXANNA, FAYE | I | MORTON FAMILY TRUST | F | Control |
| MORTON, ROXANNA, FAYE | I | MORTON FAMILY TRUST | F | Control |
| MORTON, ROXANNA, FAYE | I | MORTON FAMILY TRUST | F | Control |
| MORTON, ROXANNA, FAYE | I | MORTON FAMILY TRUST | F | Control |
| MORTON, ROXANNA, FAYE | I | MORTON FAMILY TRUST | F | Control |
| MORTON, ROXANNA, FAYE | I | MORTON FAMILY TRUST | F | Control |
| MORTON, ROXANNA, FAYE | I | MORTON FAMILY TRUST | F | Control |
| MORTON, ROXANNA, FAYE | I | MORTON FAMILY TRUST | F | Control |
| MORTON, ROXANNA, FAYE | I | MORTON FAMILY TRUST | F | Control |
| MORTON, ROXANNA, FAYE | I | MORTON FAMILY TRUST | F | Control |
| MORTON, ROXANNA, FAYE | I | MORTON FAMILY TRUST | F | Control |
| MORTON, ROXANNA, FAYE | I | MORTON FAMILY TRUST | F | Control |
| MORTON, ROXANNA, FAYE | I | MORTON FAMILY TRUST | F | Control |
| MORTON, ROXANNA, FAYE | I | MORTON FAMILY TRUST | F | Control |
| MORTON, ROXANNA, FAYE | I | MORTON FAMILY TRUST | F | Control |
| MORTON, ROXANNA, FAYE | I | MORTON FAMILY TRUST | F | Control |
| MORTON, ROXANNA, FAYE | I | MORTON FAMILY TRUST | F | Control |
| MORTON, ROXANNA, FAYE | I | MORTON FAMILY TRUST | F | Control |
| MORTON, ROXANNA, FAYE | I | MORTON FAMILY TRUST | F | Control |
| MORTON, ROXANNA, FAYE | I | MORTON FAMILY TRUST | F | Control |
| MORTON, ROXANNA, FAYE | I | MORTON FAMILY TRUST | F | Control |
| MORTON, ROXANNA, FAYE | I | MORTON FAMILY TRUST | F | |
| MORTON, ROXANNA, FAYE | I | MORTON FAMILY TRUST | F | |
| MORTON, ROXANNA, FAYE | I | MORTON FAMILY TRUST | F | |
| MORTON, ROXANNA, FAYE | I | MORTON FAMILY TRUST | F | |
| MORTON, ROXANNA, FAYE | I | MORTON FAMILY TRUST | F | |
| MORTON, ROXANNA, FAYE | I | MORTON FAMILY TRUST | F | |
| MORTON, ROXANNA, FAYE | I | MORTON FAMILY TRUST | F | |
| MORTON, ROXANNA, FAYE | I | MORTON FAMILY TRUST | F | |
| MORTON, ROXANNA, FAYE | I | MORTON FAMILY TRUST | F | |
| MORTON, ROXANNA, FAYE | I | MORTON FAMILY TRUST | F | |
| MORTON, ROXANNA, FAYE | I | MORTON FAMILY TRUST | F | |
| MORTON, ROXANNA, FAYE | I | MORTON FAMILY TRUST | F | |
| MORTON, ROXANNA, FAYE | I | MORTON FAMILY TRUST | F | |
| MORTON, ROXANNA, FAYE | I | MORTON FAMILY TRUST | F | |
| MORTON, ROXANNA, FAYE | I | MORTON FAMILY TRUST | F | |
| MORTON, ROXANNA, FAYE | I | MORTON FAMILY TRUST | F | |
| SARTI, SARA | I | THE SARTI TRUST | F | Control |
| SARTI, SARA | I | THE SARTI TRUST | F | Control |
| SARTI, SARA | I | THE SARTI TRUST | F | Control |
| SARTI, SARA | I | THE SARTI TRUST | F | Control |
| SARTI, SARA | I | THE SARTI TRUST | F | Control |
| SARTI, SARA | I | THE SARTI TRUST | F | Control |
| SARTI, SARA | I | THE SARTI TRUST | F | Control |
| SARTI, SARA | I | THE SARTI TRUST | F | Control |
| SARTI, SARA | I | THE SARTI TRUST | F | Control |
| SARTI, SARA | I | THE SARTI TRUST | F | Control |
| SARTI, SARA | I | THE SARTI TRUST | F | Control |
| SARTI, SARA | I | THE SARTI TRUST | F | Control |
| SARTI, SARA | I | THE SARTI TRUST | F | Control |
| SARTI, SARA | I | THE SARTI TRUST | F | Control |
| SARTI, SARA | I | THE SARTI TRUST | F | Control |
| SARTI, SARA | I | THE SARTI TRUST | F | Control |
| SARTI, SARA | I | THE SARTI TRUST | F | Control |
| SARTI, SARA | I | THE SARTI TRUST | F | Control |
| SARTI, SARA, MINKYUNG | I | THE SARTI TRUST | F | Control |
| SARTI, SARA, MINKYUNG | I | THE SARTI TRUST | F | Control |
| SEETOO, JENNIFER | I | C-II TRUST | F | Control |
| SEETOO, JENNIFER | I | C-II TRUST | F | Control |
| SEETOO, JENNIFER | I | C-II TRUST | F | Control |
| SEETOO, JENNIFER | I | C-II TRUST | F | Control |
| SEETOO, JENNIFER | I | C-II TRUST | F | |
| SEETOO, JENNIFER | I | C-II TRUST | F | |
| SEETOO, JENNIFER | I | C-II TRUST | F | |
| SEETOO, JENNIFER | I | C-II TRUST | F | |
| SEETOO, JENNIFER | I | C-II TRUST | F | |
| SEETOO, JENNIFER | I | C-II TRUST | F | |
| SEETOO, JENNIFER | I | C-II TRUST | F | |
| SEETOO, JENNIFER | I | C-II TRUST | F | |
| SEETOO, JENNIFER | I | C-II TRUST | F | |
| SEETOO, JENNIFER | I | C-II TRUST | F | |
| SEETOO, JENNIFER | I | C-II TRUST | F | |
| SEETOO, JENNIFER | I | C-II TRUST | F | |
| SEETOO, JENNIFER | I | C-II TRUST | F | |
| SEETOO, JENNIFER | I | C-II TRUST | F | |
| SEETOO, JENNIFER, LOUISE | I | C-II TRUST | F | |
| SEETOO, JENNIFER, LOUISE | I | C-II TRUST | F | |
| SELTER, LYNN, MARIE | I | ERIC AND LYNN SELTER FAMILY TRUST | F | Control |
| SELTER, LYNN, MARIE | I | ERIC AND LYNN SELTER FAMILY TRUST | F | Control |
| SELTER, LYNN, MARIE | I | ERIC AND LYNN SELTER FAMILY TRUST | F | Control |
| SELTER, LYNN, MARIE | I | ERIC AND LYNN SELTER FAMILY TRUST | F | Control |
| SELTER, LYNN, MARIE | I | ERIC AND LYNN SELTER FAMILY TRUST | F | Control |
| SELTER, LYNN, MARIE | I | ERIC AND LYNN SELTER FAMILY TRUST | F | Control |
| SELTER, LYNN, MARIE | I | ERIC AND LYNN SELTER FAMILY TRUST | F | Control |
| SELTER, LYNN, MARIE | I | ERIC AND LYNN SELTER FAMILY TRUST | F | Control |
| SELTER, LYNN, MARIE | I | ERIC AND LYNN SELTER FAMILY TRUST | F | Control |
| SELTER, LYNN, MARIE | I | ERIC AND LYNN SELTER FAMILY TRUST | F | Control |
| SELTER, LYNN, MARIE | I | ERIC AND LYNN SELTER FAMILY TRUST | F | Control |
| SELTER, LYNN, MARIE | I | ERIC AND LYNN SELTER FAMILY TRUST | F | Control |
| SELTER, LYNN, MARIE | I | ERIC AND LYNN SELTER FAMILY TRUST | F | Control |
| SELTER, LYNN, MARIE | I | ERIC AND LYNN SELTER FAMILY TRUST | F | Control |
| SELTER, LYNN, MARIE | I | ERIC AND LYNN SELTER FAMILY TRUST | F | Control |
| SELTER, LYNN, MARIE | I | ERIC AND LYNN SELTER FAMILY TRUST | F | Control |
| SELTER, LYNN, MARIE | I | ERIC AND LYNN SELTER FAMILY TRUST | F | Control |
| SELTER, LYNN, MARIE | I | ERIC AND LYNN SELTER FAMILY TRUST | F | Control |
| SELTER, LYNN, MARIE | I | ERIC AND LYNN SELTER FAMILY TRUST | F | Control |
| SELTER, LYNN, MARIE | I | ERIC AND LYNN SELTER FAMILY TRUST | F | Control |
| SELTER, LYNN, MARIE | I | ERIC AND LYNN SELTER FAMILY TRUST | F | Control |
| SELTER, LYNN, MARIE | I | ERIC AND LYNN SELTER FAMILY TRUST | F | Control |
| SELTER, LYNN, MARIE | I | ERIC AND LYNN SELTER FAMILY TRUST | F | Control |
| SELTER, LYNN, MARIE | I | ERIC AND LYNN SELTER FAMILY TRUST | F | Control |
| SELTER, LYNN, MARIE | I | ERIC AND LYNN SELTER FAMILY TRUST | F | Control |
| SELTER, LYNN, MARIE | I | ERIC AND LYNN SELTER FAMILY TRUST | F | Control |
| SELTER, LYNN, MARIE | I | ERIC AND LYNN SELTER FAMILY TRUST | F | Control |
| SELTER, LYNN, MARIE | I | ERIC AND LYNN SELTER FAMILY TRUST | F | Control |
| SELTER, LYNN, MARIE | I | ERIC AND LYNN SELTER FAMILY TRUST | F | Control |
| SELTER, LYNN, MARIE | I | ERIC AND LYNN SELTER FAMILY TRUST | F | Control |
| SELTER, LYNN, MARIE | I | ERIC AND LYNN SELTER FAMILY TRUST | F | Control |
| SELTER, LYNN, MARIE | I | ERIC AND LYNN SELTER FAMILY TRUST | F | Control |
| SELTER, LYNN, MARIE | I | ERIC AND LYNN SELTER FAMILY TRUST | F | Control |
| SELTER, LYNN, MARIE | I | ERIC AND LYNN SELTER FAMILY TRUST | F | Control |
| SELTER, LYNN, MARIE | I | ERIC AND LYNN SELTER FAMILY TRUST | F | Control |
| SELTER, LYNN, MARIE | I | ERIC AND LYNN SELTER FAMILY TRUST | F | Control |
| SELTER, LYNN, MARIE | I | ERIC AND LYNN SELTER FAMILY TRUST | F | Control |
| SELTER, LYNN, MARIE | I | ERIC AND LYNN SELTER FAMILY TRUST | F | Control |
| MITSUBISHI UFJ FINANCIAL GROUP, INC. | FE | THE BANK OF TOKYO-MITSUBISHI UFJ, LTD. | E | |
| MITSUBISHI UFJ FINANCIAL GROUP, INC. | FE | THE BANK OF TOKYO-MITSUBISHI UFJ, LTD. | E | |
| MITSUBISHI UFJ FINANCIAL GROUP, INC. | FE | THE BANK OF TOKYO-MITSUBISHI UFJ, LTD. | E | |
| MITSUBISHI UFJ FINANCIAL GROUP, INC. | FE | THE BANK OF TOKYO-MITSUBISHI UFJ, LTD. | E | |
| MITSUBISHI UFJ FINANCIAL GROUP, INC. | FE | THE BANK OF TOKYO-MITSUBISHI UFJ, LTD. | E | |
| MITSUBISHI UFJ FINANCIAL GROUP, INC. | FE | THE BANK OF TOKYO-MITSUBISHI UFJ, LTD. | E | |
| PACIFIC CAPITAL BANCORP | DE | PACIFIC CAPITAL BANK, N.A. | E | Control |
| PACIFIC CAPITAL BANCORP | DE | PACIFIC CAPITAL BANK, N.A. | E | Control |
| PACIFIC CAPITAL BANCORP | DE | PACIFIC CAPITAL BANK, N.A. | E | Control |
| PACIFIC CAPITAL BANCORP | DE | PACIFIC CAPITAL BANK, N.A. | E | Control |
| PACIFIC CAPITAL BANCORP | DE | PACIFIC CAPITAL BANK, N.A. | E | Control |
| PACIFIC CAPITAL BANCORP | DE | PACIFIC CAPITAL BANK, N.A. | E | Control |
| THE BANK OF TOKYO MITSUBISHI UFJ, LTD. | FE | UNIONBANCAL CORPORATION | E | |
| THE BANK OF TOKYO MITSUBISHI UFJ, LTD. | FE | UNIONBANCAL CORPORATION | E | |
| THE BANK OF TOKYO MITSUBISHI UFJ, LTD. | FE | UNIONBANCAL CORPORATION | E | |
| THE BANK OF TOKYO MITSUBISHI UFJ, LTD. | FE | UNIONBANCAL CORPORATION | E | |
| THE BANK OF TOKYO MITSUBISHI UFJ, LTD. | FE | UNIONBANCAL CORPORATION | E | |
| THE BANK OF TOKYO MITSUBISHI UFJ, LTD. | FE | UNIONBANCAL CORPORATION | E | |
| UNIONBANCAL CORPORATION | DE | UNION BANK, N.A. | E | |
| UNIONBANCAL CORPORATION | DE | UNION BANK, N.A. | E | |
| UNIONBANCAL CORPORATION | DE | UNION BANK, N.A. | E | |
| UNIONBANCAL CORPORATION | DE | UNION BANK, N.A. | E | |
| UNIONBANCAL CORPORATION | DE | UNION BANK, N.A. | E | |
| UNIONBANCAL CORPORATION | DE | UNION BANK, N.A. | E |
Registrations
Federal
IA
May 15, 2025 REGISTERED
Notice Filings (20)
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Address
27200 AGOURA ROADSUITE 200
CALABASAS, CA 91301
United States
Phone: 818-222-4727