| Date | Description |
|---|
| 2024-03-25 |
update person_title Anthony F. Carimi: Vice President; Member of the Investment Management Team; Portfolio Manager => Vice President; Chairman of the Local Advisory Board for the Midlands Junior Golf Foundation; CERTIFIED FINANCIAL PLANNER; CFP®Vice President; Portfolio Manager |
| 2023-06-06 |
insert svp Christian J. Leveque |
| 2023-06-06 |
insert person Christian J. Leveque |
| 2022-09-18 |
delete vp John D. Leaphart |
| 2022-09-18 |
delete person John D. Leaphart |
| 2022-09-18 |
update person_description Austin S. Fulmer => Austin S. Fulmer |
| 2022-09-18 |
update person_title Austin S. Fulmer: Vice President; Vice President ( Director of Trading / MIS Director ); Member of the Investment Management Team => Vice President; Member of the Investment Management Team; Chief Compliance Officer |
| 2022-07-18 |
update person_title Anthony F. Carimi: Vice President; Relationship Manager; Member of the Investment Management Team => Vice President; Member of the Investment Management Team; Portfolio Manager |
| 2022-05-16 |
insert vp Anthony F. Carimi |
| 2022-05-16 |
insert person Anthony F. Carimi |
| 2021-04-04 |
insert chiefinvestmentofficer Chris W. Antley |
| 2021-04-04 |
insert cmo Rebecca F. Rhodes |
| 2021-04-04 |
insert vp Rebecca F. Rhodes |
| 2021-04-04 |
update person_title Austin S. Fulmer: Vice President; Member of the Investment Management Team => Vice President; Vice President ( Director of Trading / MIS Director ); Member of the Investment Management Team |
| 2021-04-04 |
update person_title Chris W. Antley: Senior Vice President; Member of the Investment Management Team => Senior Vice President; Chief Investment Officer; Member of the Investment Management Team |
| 2021-04-04 |
update person_title John D. Leaphart: Vice President; Member of the Investment Management Team => Vice President; Member of the Investment Management Team; Chief Compliance Officer |
| 2021-04-04 |
update person_title Rebecca F. Rhodes: Member of the Investment Management Team; Vice President / Regional Marketing Director => Vice President; Marketing Director; Member of the Investment Management Team |
| 2019-11-13 |
delete vp Joe H. Giltner II |
| 2019-11-13 |
delete person Joe H. Giltner II |
| 2019-10-14 |
delete person Glenn E. Bell |
| 2019-09-14 |
delete person Phylis S. Brooks |
| 2019-08-15 |
insert president Robert F. Key |
| 2019-08-15 |
insert svp Chris W. Antley |
| 2019-08-15 |
insert svp Michael A. Burkett |
| 2019-08-15 |
insert vp Austin S. Fulmer |
| 2019-08-15 |
insert vp Joe H. Giltner II |
| 2019-08-15 |
insert vp John D. Leaphart |
| 2019-08-15 |
insert person Austin S. Fulmer |
| 2019-08-15 |
insert person Chris W. Antley |
| 2019-08-15 |
insert person Joe H. Giltner II |
| 2019-08-15 |
insert person John D. Leaphart |
| 2019-08-15 |
insert person Michael A. Burkett |
| 2019-08-15 |
insert person Robert F. Key |