| Date | Description |
|---|
| 2023-08-16 |
update website_status OK => IndexPageFetchError |
| 2023-05-02 |
insert phone 330-668-1234 |
| 2023-01-27 |
delete index_pages_linkeddomain oakltd.com |
| 2023-01-27 |
delete index_pages_linkeddomain ultimusfundsolutions.com |
| 2022-09-22 |
insert person Nolan Connell |
| 2021-12-15 |
insert person Stephanie SanMiguel |
| 2021-09-23 |
delete person Megan Trobenter |
| 2021-06-20 |
delete coo Margaret Ballinger |
| 2021-06-20 |
insert president Margaret Ballinger |
| 2021-06-20 |
update person_title Carol Zollars: Ltd. in 1997 As a Member; Chief Financial Officer => Ltd. in 1997 As a Member; Managing Member; Chief Financial Officer |
| 2021-06-20 |
update person_title Chuck Kiraly: Ltd. in 2014 As Director; President of Oak Associates Funds => Ltd. in 2014 As Director; President of Oak Associates Funds / Director of Mutual Fund Operations |
| 2021-06-20 |
update person_title Margaret Ballinger: Chief Operating Officer; Chief Compliance Officer => President |
| 2021-04-05 |
delete person Mario A. Montoya |
| 2021-04-05 |
insert person Megan Trobenter |
| 2021-01-26 |
delete otherexecutives Stephanie Patterson |
| 2021-01-26 |
delete person Stephanie Patterson |
| 2019-11-16 |
insert person Sarah Hill |
| 2019-07-16 |
insert cfo Carol Zollars |
| 2019-07-16 |
insert person Carol Zollars |
| 2019-07-16 |
update person_title Sinda Tisch: Director of Trading => Head Trader |
| 2019-06-15 |
insert otherexecutives Stephanie Patterson |
| 2019-06-15 |
insert person Mario A. Montoya |
| 2019-06-15 |
update person_title Sinda Tisch: Head Trader => Director of Trading |
| 2019-06-15 |
update person_title Stephanie Patterson: Relationship Management => Director of Client Services |
| 2019-04-29 |
insert person Jeffrey B. Travis |
| 2019-02-15 |
delete person Mark W. Oelschlager |
| 2019-02-15 |
delete person Tina Tan |
| 2019-02-15 |
delete phone 330-668-3313 |
| 2019-02-15 |
insert phone 212-207-9450 |
| 2018-09-16 |
delete phone 330-668-1615 |
| 2018-09-16 |
insert about_pages_linkeddomain finra.org |
| 2018-09-16 |
insert alias Oak Funds |
| 2018-09-16 |
insert contact_pages_linkeddomain finra.org |
| 2018-09-16 |
insert index_pages_linkeddomain finra.org |
| 2018-09-16 |
insert management_pages_linkeddomain finra.org |
| 2018-09-16 |
insert phone 330-668-3313 |
| 2018-08-08 |
delete phone 212-207-9450 |
| 2018-08-08 |
insert phone 330-668-1615 |
| 2018-04-20 |
delete source_ip 206.210.72.182 |
| 2018-04-20 |
insert source_ip 65.23.73.80 |
| 2018-04-20 |
update robots_txt_status www.oakfunds.com: 404 => 200 |
| 2017-09-16 |
delete address 1290 Broadway, Suite 1100
Denver, CO 80203 |
| 2017-09-16 |
delete address P.O. Box 8233
Denver, CO 80201-8233 |
| 2017-09-16 |
insert address 225 Pictoria Drive, Suite 450
Cincinnati, OH 45246 |
| 2017-09-16 |
insert address P.O. Box 46707
Cincinnati, OH 45246-0707 |
| 2017-09-16 |
update primary_contact P.O. Box 8233
Denver, CO 80201-8233 => P.O. Box 46707
Cincinnati, OH 45246-0707 |
| 2016-03-19 |
update website_status DomainNotFound => OK |
| 2016-03-12 |
update website_status OK => DomainNotFound |
| 2015-04-28 |
delete chiefinvestmentofficer James D. Oelschlager |
| 2015-04-28 |
update person_title James D. Oelschlager: Chief Investment Officer; Portfolio Manager; Member of the Investment Team => Co - Chief Investment Officer and Portfolio Manager; Member of the Investment Team |
| 2014-03-03 |
insert person Molson Coors |