THE ITHAKA GROUP, LLC
CRD #146975 SEC #801-69086 ARLINGTON, VA 240-395-5000
SEC Registered
Total AUM
$554.9M
Discretionary
$554.9M
Employees
7
Clients
--
Accounts
127
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 18, 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 |
|---|---|---|---|---|
| COLYER, ANDREW, JOSEPH | I | MANAGER, VICE-PRESIDENT, DIRECTOR OF RESEARCH | NA | Control |
| COLYER, ANDREW, JOSEPH | I | MANAGER, VICE-PRESIDENT, DIRECTOR OF RESEARCH | NA | Control |
| COLYER, ANDREW, JOSEPH | I | MANAGER, VICE-PRESIDENT, DIRECTOR OF RESEARCH | NA | Control |
| COLYER, ANDREW, JOSEPH | I | MANAGER, VICE-PRESIDENT, DIRECTOR OF RESEARCH | NA | Control |
| COLYER, ANDREW, JOSEPH | I | MANAGER, VICE-PRESIDENT, DIRECTOR OF RESEARCH | NA | Control |
| COLYER, ANDREW, JOSEPH | I | MANAGER, VICE-PRESIDENT, DIRECTOR OF RESEARCH | NA | Control |
| COLYER, ANDREW, JOSEPH | I | MANAGER, VICE-PRESIDENT, DIRECTOR OF RESEARCH | NA | Control |
| COLYER, ANDREW, JOSEPH | I | MANAGER, VICE-PRESIDENT, DIRECTOR OF RESEARCH | NA | Control |
| COLYER, ANDREW, JOSEPH | I | MANAGER, VICE-PRESIDENT, DIRECTOR OF RESEARCH | NA | Control |
| COLYER, ANDREW, JOSEPH | I | MANAGER, VICE-PRESIDENT, DIRECTOR OF RESEARCH | NA | Control |
| COLYER, ANDREW, JOSEPH | I | MANAGER, VICE-PRESIDENT, DIRECTOR OF RESEARCH | NA | Control |
| COLYER, ANDREW, JOSEPH | I | MANAGER, VICE-PRESIDENT, DIRECTOR OF RESEARCH | NA | Control |
| COLYER, ANDREW, JOSEPH | I | MANAGER, VICE-PRESIDENT, DIRECTOR OF RESEARCH | NA | Control |
| COLYER, ANDREW, JOSEPH | I | MANAGER, VICE-PRESIDENT, DIRECTOR OF RESEARCH | NA | Control |
| COLYER, ANDREW, JOSEPH | I | MANAGER, VICE-PRESIDENT, DIRECTOR OF RESEARCH | NA | Control |
| COLYER, ANDREW, JOSEPH | I | MANAGER, VICE-PRESIDENT, DIRECTOR OF RESEARCH | NA | Control |
| COLYER, ANDREW, JOSEPH | I | MANAGER, VICE-PRESIDENT, DIRECTOR OF RESEARCH | NA | Control |
| COLYER, ANDREW, JOSEPH | I | MANAGER, VICE-PRESIDENT, DIRECTOR OF RESEARCH | NA | Control |
| COLYER, ANDREW, JOSEPH | I | MANAGER, VICE-PRESIDENT, DIRECTOR OF RESEARCH | NA | Control |
| COLYER, ANDREW, JOSEPH | I | MANAGER, VICE-PRESIDENT, DIRECTOR OF RESEARCH | NA | Control |
| COLYER, ANDREW, JOSEPH | I | MANAGER, VICE-PRESIDENT, DIRECTOR OF RESEARCH | NA | Control |
| COLYER, ANDREW, JOSEPH | I | MANAGER, VICE-PRESIDENT, DIRECTOR OF RESEARCH | NA | Control |
| COLYER, ANDREW, JOSEPH | I | MANAGER, VICE-PRESIDENT, DIRECTOR OF RESEARCH | NA | Control |
| COLYER, ANDREW, JOSEPH | I | MANAGER, VICE-PRESIDENT, DIRECTOR OF RESEARCH | NA | Control |
| COLYER, ANDREW, JOSEPH | I | MANAGER, VICE-PRESIDENT, DIRECTOR OF RESEARCH | NA | Control |
| COLYER, ANDREW, JOSEPH | I | MANAGER, VICE-PRESIDENT, DIRECTOR OF RESEARCH | NA | Control |
| COLYER, ANDREW, JOSEPH | I | MANAGER, VICE-PRESIDENT, DIRECTOR OF RESEARCH | NA | Control |
| COLYER, ANDREW, JOSEPH | I | MANAGER, VICE-PRESIDENT, DIRECTOR OF RESEARCH | NA | Control |
| COLYER, ANDREW, JOSEPH | I | MANAGER, VICE-PRESIDENT, DIRECTOR OF RESEARCH | NA | Control |
| COLYER, ANDREW, JOSEPH | I | MANAGER, VICE-PRESIDENT, DIRECTOR OF RESEARCH | NA | Control |
| COLYER, ANDREW, JOSEPH | I | MANAGER, DIRECTOR OF RESEARCH | NA | Control |
| COLYER, ANDREW, JOSEPH | I | MANAGER, DIRECTOR OF RESEARCH | NA | Control |
| COLYER, ANDREW, JOSEPH | I | MANAGER, DIRECTOR OF RESEARCH | NA | Control |
| COLYER, ANDREW, JOSEPH | I | MANAGER, DIRECTOR OF RESEARCH | NA | Control |
| COLYER, ANDREW, JOSEPH | I | MANAGER, DIRECTOR OF RESEARCH | NA | Control |
| COLYER, ANDREW, JOSEPH | I | MANAGER, DIRECTOR OF RESEARCH | NA | Control |
| JOHNSON, WILLIAM, LEE | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| JOHNSON, WILLIAM, LEE | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| JOHNSON, WILLIAM, LEE | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| JOHNSON, WILLIAM, LEE | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| JOHNSON, WILLIAM, LEE | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| JOHNSON, WILLIAM, LEE | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| JOHNSON, WILLIAM, LEE | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| JOHNSON, WILLIAM, LEE | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| JOHNSON, WILLIAM, LEE | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| JOHNSON, WILLIAM, LEE | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| JOHNSON, WILLIAM, LEE | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| JOHNSON, WILLIAM, LEE | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| JOHNSON, WILLIAM, LEE | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| JOHNSON, WILLIAM, LEE | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| JOHNSON, WILLIAM, LEE | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| JOHNSON, WILLIAM, LEE | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| JOHNSON, WILLIAM, LEE | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| JOHNSON, WILLIAM, LEE | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| JOHNSON, WILLIAM, LEE | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| JOHNSON, WILLIAM, LEE | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| JOHNSON, WILLIAM, LEE | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| JOHNSON, WILLIAM, LEE | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| JOHNSON, WILLIAM, LEE | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| JOHNSON, WILLIAM, LEE | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| JOHNSON, WILLIAM, LEE | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| JOHNSON, WILLIAM, LEE | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| JOHNSON, WILLIAM, LEE | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| JOHNSON, WILLIAM, LEE | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| JOHNSON, WILLIAM, LEE | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| JOHNSON, WILLIAM, LEE | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF OPERATING OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF OPERATING OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF OPERATING OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF OPERATING OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF OPERATING OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF OPERATING OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF OPERATING OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF OPERATING OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF OPERATING OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF OPERATING OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KATZEN, ROBERT, ALAN | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | MANAGER, PRESIDENT | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | MANAGER, PRESIDENT | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | MANAGER, PRESIDENT | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | CHIEF OPERATING OFFICER | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | MANAGER, PRESIDENT | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | CHIEF OPERATING OFFICER | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | MANAGER, PRESIDENT | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | CHIEF OPERATING OFFICER | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | MANAGER, PRESIDENT | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | CHIEF OPERATING OFFICER | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | MANAGER, PRESIDENT | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | CHIEF OPERATING OFFICER | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | MANAGER, PRESIDENT | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | CHIEF OPERATING OFFICER | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | MANAGER, PRESIDENT | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | CHIEF OPERATING OFFICER | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | MANAGER, PRESIDENT | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | MANAGER, PRESIDENT | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | MANAGER, PRESIDENT | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | CHIEF OPERATING OFFICER | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | MANAGER, PRESIDENT | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | MANAGER, PRESIDENT | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | CHIEF OPERATING OFFICER | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | MANAGER, PRESIDENT | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | MANAGER, PRESIDENT | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | MANAGER, PRESIDENT | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | MANAGER, PRESIDENT | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | MANAGER, PRESIDENT | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | MANAGER, PRESIDENT | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | CHIEF OPERATING OFFICER | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | MANAGER, PRESIDENT | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | CHIEF OPERATING OFFICER | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | MANAGER, PRESIDENT | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | CHIEF OPERATING OFFICER | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | MANAGER, PRESIDENT | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | CHIEF OPERATING OFFICER | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | MANAGER, PRESIDENT, CO-CHIEF INVESTMENT OFFICER | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | CHIEF OPERATING OFFICER | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | MANAGER, PRESIDENT, CO-CHIEF INVESTMENT OFFICER | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | CHIEF OPERATING OFFICER | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | MANAGER, PRESIDENT, CO-CHIEF INVESTMENT OFFICER | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | CHIEF OPERATING OFFICER | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | MANAGER, PRESIDENT, CO-CHIEF INVESTMENT OFFICER | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | CHIEF OPERATING OFFICER | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | MANAGER, PRESIDENT, CO-CHIEF INVESTMENT OFFICER | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | CHIEF OPERATING OFFICER | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | MANAGER, PRESIDENT, CO-CHIEF INVESTMENT OFFICER | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | CHIEF OPERATING OFFICER | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | MANAGER, PRESIDENT, CO-CHIEF INVESTMENT OFFICER | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | CHIEF OPERATING OFFICER | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | MANAGER, PRESIDENT | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | MANAGER, PRESIDENT | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | MANAGER, PRESIDENT | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | MANAGER, PRESIDENT | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | MANAGER, PRESIDENT | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | MANAGER, PRESIDENT | NA | Control |
| O'GORMAN, SCOTT, ELLIS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TRIMBLE, WILLIAM, CATTELL | I | MANAGER | NA | Control |
| TRIMBLE, WILLIAM, CATTELL | I | MANAGER | NA | Control |
| TRIMBLE, WILLIAM, CATTELL | I | MANAGER | NA | Control |
| TRIMBLE, WILLIAM, CATTELL | I | MANAGER | NA | Control |
| TRIMBLE, WILLIAM, CATTELL | I | MANAGER | NA | Control |
| TRIMBLE, WILLIAM, CATTELL | I | MANAGER | NA | Control |
| TRIMBLE, WILLIAM, CATTELL | I | MANAGER | NA | Control |
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| TRIMBLE, WILLIAM, CATTELL | I | MANAGER | NA | Control |
| TRIMBLE, WILLIAM, CATTELL | I | MANAGER | NA | Control |
| TRIMBLE, WILLIAM, CATTELL | I | MANAGER | NA | Control |
| TRIMBLE, WILLIAM, CATTELL | I | MANAGER | NA | Control |
| TRIMBLE, WILLIAM, CATTELL | I | MANAGER | NA | Control |
| TRIMBLE, WILLIAM, CATTELL | I | MANAGER | NA | Control |
| TRIMBLE, WILLIAM, CATTELL | I | MANAGER | NA | Control |
| TRIMBLE, WILLIAM, CATTELL | I | MANAGER | NA | Control |
| TRIMBLE, WILLIAM, CATTELL | I | MANAGER | NA | Control |
| ODYSSEUS MANAGEMENT, LLC | DE | MEMBER | E | Control |
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| ODYSSEUS MANAGEMENT, LLC | DE | MEMBER | E | Control |
| ODYSSEUS MANAGEMENT, LLC | DE | MEMBER | E | Control |
| WTM PARTNERS, L.P. | DE | MEMBER | C | Control |
| WTM PARTNERS, L.P. | DE | MEMBER | C | Control |
| WTM PARTNERS, L.P. | DE | MEMBER | C | Control |
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| WTM PARTNERS, L.P. | DE | MEMBER | C | Control |
| WTM PARTNERS, L.P. | DE | MEMBER | C | Control |
| WTM PARTNERS, L.P. | DE | MEMBER | C | Control |
| WTM PARTNERS, L.P. | DE | MEMBER | C | Control |
| WTM PARTNERS, L.P. | DE | MEMBER | C | Control |
| WTM PARTNERS, L.P. | DE | MEMBER | C | Control |
| WTM PARTNERS, L.P. | DE | MEMBER | C | Control |
| WTM PARTNERS, L.P. | DE | MEMBER | C | Control |
| WTM PARTNERS, L.P. | DE | MEMBER | C | Control |
| WTM PARTNERS, L.P. | DE | MEMBER | C | Control |
| WTM PARTNERS, L.P. | DE | MEMBER | C | Control |
| WTM PARTNERS, L.P. | DE | MEMBER | C | Control |
| WTM PARTNERS, L.P. | DE | MEMBER | C | Control |
| WTM PARTNERS, L.P. | DE | MEMBER | C | Control |
| WTM PARTNERS, L.P. | DE | MEMBER | C | Control |
| WTM PARTNERS, L.P. | DE | MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WINSOR, ANITA | I | CURTIN WINSOR III LIVING TRUST | F | Control |
| WINSOR, ANITA | I | CURTIN WINSOR III LIVING TRUST | F | Control |
| WINSOR, ANITA | I | CURTIN WINSOR III LIVING TRUST | F | Control |
| WINSOR, ANITA | I | CURTIN WINSOR III LIVING TRUST | F | Control |
| WINSOR, ANITA | I | CURTIN WINSOR III LIVING TRUST | F | Control |
| WINSOR, DEBORAH | I | CURTIN WINSOR III LIVING TRUST | F | Control |
| WINSOR, DEBORAH | I | CURTIN WINSOR III LIVING TRUST | F | Control |
| WINSOR, DEBORAH | I | CURTIN WINSOR III LIVING TRUST | F | Control |
| WINSOR, DEBORAH | I | CURTIN WINSOR III LIVING TRUST | F | Control |
| WINSOR, DEBORAH | I | CURTIN WINSOR III LIVING TRUST | F | Control |
| WTM HOLDINGS, LLC | DE | WTM PARTNERS, L.P. | F | Control |
| WTM HOLDINGS, LLC | DE | WTM PARTNERS, L.P. | F | Control |
| WTM HOLDINGS, LLC | DE | WTM PARTNERS, L.P. | F | Control |
| WTM HOLDINGS, LLC | DE | WTM PARTNERS, L.P. | F | Control |
| WTM HOLDINGS, LLC | DE | WTM PARTNERS, L.P. | F | Control |
| WTM HOLDINGS, LLC | DE | WTM PARTNERS, L.P. | F | Control |
| WTM HOLDINGS, LLC | DE | WTM PARTNERS, L.P. | F | Control |
| WTM HOLDINGS, LLC | DE | WTM PARTNERS, L.P. | F | Control |
| WTM HOLDINGS, LLC | DE | WTM PARTNERS, L.P. | E | Control |
| WTM HOLDINGS, LLC | DE | WTM PARTNERS, L.P. | E | Control |
| WTM HOLDINGS, LLC | DE | WTM PARTNERS, L.P. | E | Control |
| WTM HOLDINGS, LLC | DE | WTM PARTNERS, L.P. | E | Control |
| WTM HOLDINGS, LLC | DE | WTM PARTNERS, L.P. | E | Control |
| WTM HOLDINGS, LLC | DE | WTM PARTNERS, L.P. | E | Control |
| WTM HOLDINGS, LLC | DE | WTM PARTNERS, L.P. | E | Control |
| WTM HOLDINGS, LLC | DE | WTM PARTNERS, L.P. | E | Control |
| WTM HOLDINGS, LLC | DE | WTM PARTNERS, L.P. | E | Control |
| WTM HOLDINGS, LLC | DE | WTM PARTNERS, L.P. | E | Control |
| WTM HOLDINGS, LLC | DE | WTM PARTNERS, L.P. | E | Control |
| WTM HOLDINGS, LLC | DE | WTM PARTNERS, L.P. | E | Control |
| WTM HOLDINGS, LLC | DE | WTM PARTNERS, L.P. | E | Control |
| CURTIN WINSOR III LIVING TRUST | DE | WTM HOLDINGS, LLC | D | Control |
| CURTIN WINSOR III LIVING TRUST | DE | WTM HOLDINGS, LLC | D | Control |
| CURTIN WINSOR III LIVING TRUST | DE | WTM HOLDINGS, LLC | D | Control |
| CURTIN WINSOR III LIVING TRUST | DE | WTM HOLDINGS, LLC | D | Control |
| CURTIN WINSOR III LIVING TRUST | DE | WTM HOLDINGS, LLC | D | Control |
| TRIMBLE, WILLIAM, CATTELL | I | WTM HOLDINGS, LLC | D | Control |
| TRIMBLE, WILLIAM, CATTELL | I | WTM HOLDINGS, LLC | D | Control |
| TRIMBLE, WILLIAM, CATTELL | I | WTM HOLDINGS, LLC | D | Control |
| TRIMBLE, WILLIAM, CATTELL | I | WTM HOLDINGS, LLC | D | Control |
| TRIMBLE, WILLIAM, CATTELL | I | WTM HOLDINGS, LLC | D | Control |
| TRIMBLE, WILLIAM, CATTELL | I | WTM HOLDINGS, LLC | D | Control |
| TRIMBLE, WILLIAM, CATTELL | I | WTM HOLDINGS, LLC | D | Control |
| TRIMBLE, WILLIAM, CATTELL | I | WTM HOLDINGS, LLC | D | Control |
| TRIMBLE, WILLIAM, CATTELL | I | WTM HOLDINGS, LLC | D | Control |
| TRIMBLE, WILLIAM, CATTELL | I | WTM HOLDINGS, LLC | D | Control |
| TRIMBLE, WILLIAM, CATTELL | I | WTM HOLDINGS, LLC | D | Control |
| TRIMBLE, WILLIAM, CATTELL | I | WTM HOLDINGS, LLC | D | Control |
| TRIMBLE, WILLIAM, CATTELL | I | WTM HOLDINGS, LLC | D | Control |
| TRIMBLE, WILLIAM, CATTELL | I | WTM HOLDINGS, LLC | D | Control |
| TRIMBLE, WILLIAM, CATTELL | I | WTM HOLDINGS, LLC | D | Control |
| TRIMBLE, WILLIAM, CATTELL | I | WTM HOLDINGS, LLC | D | Control |
| TRIMBLE, WILLIAM, CATTELL | I | WTM HOLDINGS, LLC | D | Control |
| TRIMBLE, WILLIAM, CATTELL | I | WTM HOLDINGS, LLC | D | Control |
| TRIMBLE, WILLIAM, CATTELL | I | WTM HOLDINGS, LLC | D | Control |
| TRIMBLE, WILLIAM, CATTELL | I | WTM HOLDINGS, LLC | D | Control |
| TRIMBLE, WILLIAM, CATTELL | I | WTM HOLDINGS, LLC | D | Control |
| WINSOR, CURTIN | I | WTM HOLDINGS, LLC | D | Control |
| WINSOR, CURTIN | I | WTM HOLDINGS, LLC | D | Control |
| WINSOR, CURTIN | I | WTM HOLDINGS, LLC | D | Control |
| WINSOR, CURTIN | I | WTM HOLDINGS, LLC | D | Control |
| WINSOR, CURTIN | I | WTM HOLDINGS, LLC | D | Control |
| WINSOR, CURTIN | I | WTM HOLDINGS, LLC | D | Control |
| WINSOR, CURTIN | I | WTM HOLDINGS, LLC | D | Control |
| WINSOR, CURTIN | I | WTM HOLDINGS, LLC | D | Control |
| WINSOR, CURTIN | I | WTM HOLDINGS, LLC | D | Control |
| WINSOR, CURTIN | I | WTM HOLDINGS, LLC | D | Control |
| WINSOR, CURTIN | I | WTM HOLDINGS, LLC | D | Control |
| WINSOR, CURTIN | I | WTM HOLDINGS, LLC | D | Control |
| WINSOR, CURTIN | I | WTM HOLDINGS, LLC | D | Control |
| WINSOR, CURTIN | I | WTM HOLDINGS, LLC | D | Control |
| WINSOR, CURTIN | I | WTM HOLDINGS, LLC | D | Control |
| WINSOR, CURTIN | I | WTM HOLDINGS, LLC | D | Control |
| COLYER, ANDREW, JOSEPH | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| COLYER, ANDREW, JOSEPH | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| COLYER, ANDREW, JOSEPH | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| COLYER, ANDREW, JOSEPH | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| COLYER, ANDREW, JOSEPH | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| JOHNSON, WILLIAM, LEE | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| JOHNSON, WILLIAM, LEE | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| JOHNSON, WILLIAM, LEE | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| JOHNSON, WILLIAM, LEE | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| JOHNSON, WILLIAM, LEE | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| JOHNSON, WILLIAM, LEE | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| JOHNSON, WILLIAM, LEE | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| JOHNSON, WILLIAM, LEE | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| JOHNSON, WILLIAM, LEE | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| JOHNSON, WILLIAM, LEE | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| JOHNSON, WILLIAM, LEE | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| JOHNSON, WILLIAM, LEE | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| JOHNSON, WILLIAM, LEE | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| JOHNSON, WILLIAM, LEE | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| JOHNSON, WILLIAM, LEE | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| JOHNSON, WILLIAM, LEE | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| JOHNSON, WILLIAM, LEE | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| JOHNSON, WILLIAM, LEE | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| JOHNSON, WILLIAM, LEE | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| JOHNSON, WILLIAM, LEE | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| JOHNSON, WILLIAM, LEE | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| JOHNSON, WILLIAM, LEE | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| JOHNSON, WILLIAM, LEE | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| JOHNSON, WILLIAM, LEE | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| JOHNSON, WILLIAM, LEE | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| JOHNSON, WILLIAM, LEE | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| JOHNSON, WILLIAM, LEE | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| JOHNSON, WILLIAM, LEE | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| JOHNSON, WILLIAM, LEE | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| JOHNSON, WILLIAM, LEE | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| O'GORMAN, SCOTT, ELLIS | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| O'GORMAN, SCOTT, ELLIS | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| O'GORMAN, SCOTT, ELLIS | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| O'GORMAN, SCOTT, ELLIS | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| O'GORMAN, SCOTT, ELLIS | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| O'GORMAN, SCOTT, ELLIS | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| O'GORMAN, SCOTT, ELLIS | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| O'GORMAN, SCOTT, ELLIS | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| O'GORMAN, SCOTT, ELLIS | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| O'GORMAN, SCOTT, ELLIS | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| O'GORMAN, SCOTT, ELLIS | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| O'GORMAN, SCOTT, ELLIS | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| O'GORMAN, SCOTT, ELLIS | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| O'GORMAN, SCOTT, ELLIS | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| O'GORMAN, SCOTT, ELLIS | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| O'GORMAN, SCOTT, ELLIS | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| O'GORMAN, SCOTT, ELLIS | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| O'GORMAN, SCOTT, ELLIS | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| O'GORMAN, SCOTT, ELLIS | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| O'GORMAN, SCOTT, ELLIS | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| O'GORMAN, SCOTT, ELLIS | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| O'GORMAN, SCOTT, ELLIS | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| O'GORMAN, SCOTT, ELLIS | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| O'GORMAN, SCOTT, ELLIS | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| O'GORMAN, SCOTT, ELLIS | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| O'GORMAN, SCOTT, ELLIS | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| O'GORMAN, SCOTT, ELLIS | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| O'GORMAN, SCOTT, ELLIS | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| O'GORMAN, SCOTT, ELLIS | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| O'GORMAN, SCOTT, ELLIS | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| O'GORMAN, SCOTT, ELLIS | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| O'GORMAN, SCOTT, ELLIS | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| O'GORMAN, SCOTT, ELLIS | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| O'GORMAN, SCOTT, ELLIS | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
| O'GORMAN, SCOTT, ELLIS | I | ODYSSEUS MANAGEMENT, LLC | C | Control |
Registrations
Federal
IA
Feb 18, 2025 REGISTERED
Notice Filings (17)
CA FL IL LA MA MD MI MO NH NJ NY OR PA TN TX VA WA
Address
3811 N FAIRFAX DRIVESUITE 720
ARLINGTON, VA 22203
United States
Phone: 240-395-5000