| Date | Description |
|---|
| 2024-03-20 |
delete cio Brian J. Clifford |
| 2024-03-20 |
delete coo Michael P. Magee |
| 2024-03-20 |
delete person Brian J. Clifford |
| 2024-03-20 |
delete person LuAnn M. Molino |
| 2024-03-20 |
delete person Michael P. Magee |
| 2024-03-20 |
delete person Neil C. Walker |
| 2024-03-20 |
delete person Sonya N. Fripps |
| 2024-03-20 |
insert person Joseph A. Barilotti |
| 2024-03-20 |
insert person Michael J. McCloskey |
| 2024-03-20 |
insert person Nicholas Elias |
| 2024-03-20 |
insert person Sonya N. Mayfield |
| 2024-03-20 |
update person_title Reid T. Halloran: Research Analyst => Portfolio Manager |
| 2023-10-06 |
delete cmo Victoria Baker |
| 2023-10-06 |
delete otherexecutives Michael J. McCloskey |
| 2023-10-06 |
delete vp Joseph A. Barilotti |
| 2023-10-06 |
delete career_pages_linkeddomain ultimusfundsolutions.com |
| 2023-10-06 |
delete contact_pages_linkeddomain ultimusfundsolutions.com |
| 2023-10-06 |
delete index_pages_linkeddomain ultimusfundsolutions.com |
| 2023-10-06 |
delete management_pages_linkeddomain ultimusfundsolutions.com |
| 2023-10-06 |
delete person Brian E. Angelucci |
| 2023-10-06 |
delete person Brian J. Ward |
| 2023-10-06 |
delete person Carly L. Amoroso |
| 2023-10-06 |
delete person Jack A. Brodsky |
| 2023-10-06 |
delete person John E. Andress |
| 2023-10-06 |
delete person Joseph A. Barilotti |
| 2023-10-06 |
delete person Laura A. Peppel |
| 2023-10-06 |
delete person Lynette S. Treible |
| 2023-10-06 |
delete person Michael J. McCloskey |
| 2023-10-06 |
delete person Victoria Baker |
| 2023-10-06 |
delete terms_pages_linkeddomain ultimusfundsolutions.com |
| 2023-10-06 |
insert person Thomas P. Buckley |
| 2023-10-06 |
update robots_txt_status www.chartwellip.com: 200 => 0 |
| 2022-10-05 |
delete career_pages_linkeddomain carillontower.com |
| 2022-10-05 |
delete contact_pages_linkeddomain carillontower.com |
| 2022-10-05 |
delete index_pages_linkeddomain carillontower.com |
| 2022-10-05 |
delete management_pages_linkeddomain carillontower.com |
| 2022-10-05 |
delete terms_pages_linkeddomain carillontower.com |
| 2022-10-05 |
insert career_pages_linkeddomain rjinvestmentmanagement.com |
| 2022-10-05 |
insert contact_pages_linkeddomain rjinvestmentmanagement.com |
| 2022-10-05 |
insert index_pages_linkeddomain rjinvestmentmanagement.com |
| 2022-10-05 |
insert management_pages_linkeddomain rjinvestmentmanagement.com |
| 2022-10-05 |
insert person Benjamin Flox |
| 2022-10-05 |
insert terms_pages_linkeddomain rjinvestmentmanagement.com |
| 2022-09-04 |
delete otherexecutives Kevin Shields |
| 2022-09-04 |
delete person Kevin Shields |
| 2022-09-04 |
insert person Ariel J. Zheng |
| 2022-08-05 |
delete person Allison B. Frederico |
| 2022-08-05 |
insert person Theresa H. Tran |
| 2022-06-05 |
delete career_pages_linkeddomain tristatecapitalbank.com |
| 2022-06-05 |
delete contact_pages_linkeddomain tristatecapitalbank.com |
| 2022-06-05 |
delete index_pages_linkeddomain tristatecapitalbank.com |
| 2022-06-05 |
delete industry_tag bank holding |
| 2022-06-05 |
delete management_pages_linkeddomain tristatecapitalbank.com |
| 2022-06-05 |
delete person Eric P. Lareau |
| 2022-06-05 |
delete person Marina L. Del Conte |
| 2022-06-05 |
delete terms_pages_linkeddomain tristatecapitalbank.com |
| 2022-06-05 |
insert career_pages_linkeddomain carillontower.com |
| 2022-06-05 |
insert contact_pages_linkeddomain carillontower.com |
| 2022-06-05 |
insert index_pages_linkeddomain carillontower.com |
| 2022-06-05 |
insert management_pages_linkeddomain carillontower.com |
| 2022-06-05 |
insert terms_pages_linkeddomain carillontower.com |
| 2022-06-05 |
update website_status IndexPageFetchError => OK |
| 2022-05-06 |
update website_status OK => IndexPageFetchError |
| 2022-04-06 |
delete person Steven J. Binder |
| 2022-03-07 |
delete otherexecutives Erik Ranson |
| 2022-03-07 |
delete person Erik Ranson |
| 2022-03-07 |
insert person John T. Sepanski |
| 2022-03-07 |
update person_description Jameson L. Keevican => Jameson L. Keevican |
| 2022-03-07 |
update person_title Brian E. Angelucci: IT Specialist => IT Systems Administrator |
| 2022-03-07 |
update person_title Jameson L. Keevican: Mid Atlantic Regional Director => Northern Regional Director |
| 2022-03-07 |
update person_title Jeffrey D. Bilsky: Co - Portfolio Manager ( Dividend Value ) => Portfolio Manager |
| 2022-03-07 |
update person_title Kevin Shields: Regional Director; Northern Regional Director => Regional Director; Southern Regional Director |
| 2021-12-11 |
delete index_pages_linkeddomain wpengine.com |
| 2021-12-11 |
delete person Allison H. Parker |
| 2021-12-11 |
update person_description James W. Fox => James W. Fox |
| 2021-12-11 |
update person_description Laura A. Peppel => Laura A. Peppel |
| 2021-12-11 |
update person_description Nancy S. Story => Nancy S. Story |
| 2021-12-11 |
update person_title John E. Andress: Director of Taft - Hartley Services, Client Services and Marketing => Director of Taft - Hartley Services |
| 2021-12-11 |
update person_title Steven J. Binder: Director, Client Services and Marketing => Director of Taft - Hartley Services |
| 2021-09-15 |
delete source_ip 107.162.170.27 |
| 2021-09-15 |
insert source_ip 35.223.112.152 |
| 2021-07-15 |
update person_title Jeffrey D. Bilsky: Portfolio Manager => Co - Portfolio Manager; Portfolio Manager |
| 2021-07-15 |
update person_title Kiernan M. McCloskey: Research Analyst; Analyst / Trader => Research Analyst / Trader; Research Analyst |
| 2021-06-13 |
insert person Kiernan M. McCloskey |
| 2021-02-24 |
update person_title Jeffrey D. Bilsky: Senior Analyst; Portfolio Manager => Portfolio Manager |
| 2021-01-24 |
delete source_ip 12.202.0.77 |
| 2021-01-24 |
insert source_ip 107.162.170.27 |
| 2020-05-16 |
delete investor Berwyn Income Fund |
| 2020-05-16 |
delete person David Choi |
| 2020-05-16 |
delete person Theresa H. Tran |
| 2020-05-16 |
update person_description Brian J. Ward => Brian J. Ward |
| 2020-02-16 |
update person_title James W. Fox: Portfolio Analyst; Portfolio Analyst / Trader => Assistant Portfolio Manager / Analyst; Assistant |
| 2019-11-14 |
update person_description Allen A. Chapracki => Allen A. Chapracki |
| 2019-08-15 |
delete person Gretchen Regan |
| 2019-08-15 |
delete person Peter Toscani |
| 2019-08-15 |
delete person Stephen M. Elliker |
| 2019-08-15 |
insert person Allen A. Chapracki |
| 2019-07-15 |
delete coo G. Gregory Hagar |
| 2019-07-15 |
insert coo Michael P. Magee |
| 2019-07-15 |
insert person Michael P. Magee |
| 2019-07-15 |
update person_description James W. Fox => James W. Fox |
| 2019-07-15 |
update person_title G. Gregory Hagar: Chief Operating Officer; Chartwell 's Chief Financial Officer and Chief Operating Officer; Chief Financial Officer; Managing Partner => Chartwell 's Chief Financial Officer; Chief Financial Officer; Managing Partner |
| 2019-07-15 |
update person_title Reid T. Halloran: Portfolio Analyst => Research Analyst |
| 2019-06-14 |
insert person Thomas W. Mattsson |
| 2019-05-14 |
insert person Jared Marks |
| 2019-03-07 |
delete person George J. Cipolloni III |
| 2019-03-07 |
delete person Kevin P. Shea |
| 2019-03-07 |
delete person Mark J. Saylor |
| 2019-03-07 |
delete person Mark K. Iong |
| 2019-03-07 |
delete person Mark S. Goodman |
| 2019-03-07 |
update person_title Jeffrey D. Bilsky: Senior Portfolio Analyst => Senior Analyst; Senior Portfolio Analyst; Portfolio Manager |
| 2018-12-29 |
delete investor Chartwell Mid Cap Value Fund |
| 2018-12-29 |
delete investor Chartwell Short Duration High Yield Fund |
| 2018-12-29 |
delete investor Chartwell Small Cap Growth Fund |
| 2018-12-29 |
delete investor Chartwell Small Cap Value Fund |
| 2018-12-29 |
update person_description Frank L. Sustersic => Frank L. Sustersic |
| 2018-12-29 |
update person_description Peter M. Schofield => Peter M. Schofield |
| 2018-12-29 |
update person_description Peter Toscani => Peter Toscani |
| 2018-12-29 |
update person_title Peter Toscani: Portfolio Analyst With Chartwell; Portfolio Analyst => Portfolio Analyst |
| 2018-11-12 |
delete investor UMB Fund Services, Inc. |
| 2018-11-12 |
delete person Michael D. Jones |
| 2018-11-12 |
insert investor Ultimus Fund Solutions, LLC |
| 2018-11-12 |
update person_description Allison E. Bohs => Allison E. Bohs |
| 2018-06-26 |
delete investor Berwyn Fund |
| 2018-06-26 |
delete investor Yield Oriented Equity |
| 2018-04-21 |
insert person marK K. Iong |
| 2018-04-21 |
insert person mark D. Tindall |
| 2018-02-02 |
delete person Lee S. Grout |
| 2017-09-16 |
delete email cr..@chartwelltscs.com |
| 2017-09-16 |
delete phone 770.851.9504 |
| 2017-09-16 |
insert email je..@chartwelltscs.com |
| 2017-09-16 |
insert person Seth Jennings |
| 2017-09-16 |
insert phone 813.451.9451 |
| 2017-08-07 |
delete person Ben Sun |
| 2017-08-07 |
insert investor Chartwell Mid Cap Value Fund |
| 2017-08-07 |
insert investor Chartwell Small Cap Growth Fund |
| 2017-08-07 |
insert person Theresa H. Tran |
| 2017-05-23 |
delete source_ip 65.110.71.164 |
| 2017-05-23 |
insert source_ip 12.202.0.77 |
| 2017-05-23 |
update robots_txt_status www.chartwellip.com: 404 => 200 |
| 2016-11-25 |
delete address 1235 Westlakes Drive, Suite 400
Berwyn, PA 19312 |
| 2016-11-25 |
delete person Antonio A. Lopez |
| 2016-11-25 |
insert address 1205 Westlakes Drive, Suite 100
Berwyn, PA 19312 |
| 2016-11-25 |
insert person Frank L. Sustersic |
| 2016-11-25 |
update primary_contact 1235 Westlakes Drive, Suite 400
Berwyn, PA 19312 => 1205 Westlakes Drive, Suite 100
Berwyn, PA 19312 |
| 2016-10-28 |
delete person David E. Reidinger |
| 2016-10-28 |
insert person Antonio A. Lopez |
| 2016-10-28 |
insert person Trey L. Crenshaw, III |
| 2016-09-02 |
delete person Jennifer C. Boden |
| 2016-06-24 |
insert ticker_symbol TSC |
| 2016-03-14 |
update website_status OK => DomainNotFound |
| 2016-01-18 |
delete alias Chartwell Investment Partners, Inc. |
| 2016-01-18 |
insert alias Chartwell Investment Partners, LLC |
| 2015-07-16 |
delete source_ip 207.45.182.2 |
| 2015-07-16 |
insert source_ip 65.110.71.164 |
| 2015-05-20 |
insert otherexecutives LuAnn M. Molino |
| 2015-05-20 |
insert person LuAnn M. Molino |
| 2015-02-25 |
delete email wa..@chartwellip.com |
| 2015-02-25 |
insert person Gretchen Regan |
| 2015-02-25 |
update person_description Jason Stewart => Albert J. Stewart |
| 2015-02-25 |
update person_title Albert J. Stewart: Regional Sales Director, Managed Accounts => Southwest Regional Director, Managed Accounts |
| 2014-09-04 |
insert person Allison E. Bohs |
| 2014-03-21 |
insert alias Chartwell Investment Partners, Inc. |
| 2014-03-21 |
insert industry_tag bank holding |
| 2014-03-21 |
update description |
| 2014-02-07 |
delete person Bernard P. Schaffer |
| 2014-02-07 |
delete person Kevin A. Melich |
| 2014-02-07 |
insert person Jeffrey D. Bilsky |