PENN CAPITAL MANAGEMENT COMPANY - History of Changes


DateDescription
2023-07-12 delete cfo Gerald McBride
2023-07-12 delete president Kirsten Hocker
2023-07-12 delete person Gerald McBride
2023-07-12 delete person Kirsten Hocker
2023-07-12 insert person Jonathan D. Vicari
2023-02-23 delete associated_investor GE Capital
2023-02-23 delete person Peter Duffy
2023-02-23 update person_description Bradley D. Tesoriero => Bradley D. Tesoriero
2023-02-23 update person_description Chad Bolen => Chad Bolen
2023-02-23 update person_description Randall Braunfeld => Randall Braunfeld
2023-02-23 update person_description Steven Civera => Steven Civera
2023-02-23 update person_title Randall Braunfeld: Senior Research Analyst; Partner => Senior Research Analyst, Assistant Portfolio Manager, Partner
2022-09-17 delete person Howard Bryerman
2022-09-17 insert person Ben Pickles
2022-05-16 delete ceo Andrew Smith
2022-05-16 insert chairman Andrew Smith
2022-05-16 delete person David Jackson
2022-05-16 update person_title Andrew Smith: Chief Executive; Chief Executive, Spouting Rock Asset Management => Chairman; Chairman, Spouting Rock Asset Management
2021-08-31 delete ceo Richard Hocker
2021-08-31 delete chairman Richard Hocker
2021-08-31 delete founder Richard Hocker
2021-08-31 insert ceo Andrew Smith
2021-08-31 delete person Kate Scarpato
2021-08-31 delete person Ron Burke
2021-08-31 insert associated_investor Aberdeen Asset Management
2021-08-31 insert person Andrew Daly
2021-08-31 insert person Andrew Smith
2021-08-31 update person_description Steven Civera => Steven Civera
2021-08-31 update person_title Richard Hocker: Founder; Chief Executive Officer; Chairman of the Board => Founder and Chief Executive Emeritus; Member of the Investment Team
2021-07-30 delete person Linda R. Ridolfi
2021-07-30 delete source_ip 162.242.248.142
2021-07-30 insert source_ip 23.253.159.147
2021-06-29 delete person Suhail Chandy
2021-05-29 delete person Donald J. Polis
2021-05-29 delete person Kevin Bogert
2021-04-13 insert publicrelations_emails me..@penncapital.com
2021-04-13 delete alias Penn Capital Management Company, Inc.
2021-04-13 insert alias Penn Capital Management Company, LLC
2021-04-13 insert email me..@penncapital.com
2021-02-18 delete person Chris Skorton
2021-01-18 delete chieflegalofficer Lisa Matson
2021-01-18 delete founder Marcia Hocker
2021-01-18 delete otherexecutives Gary Cutler
2021-01-18 delete otherexecutives James Klepper
2021-01-18 delete otherexecutives Kyle Reap
2021-01-18 delete president Marcia Hocker
2021-01-18 insert cto Marty Keane
2021-01-18 insert otherexecutives Joseph McDonnell
2021-01-18 insert president Kirsten Hocker
2021-01-18 delete management_pages_linkeddomain finra.org
2021-01-18 delete person David Jordan
2021-01-18 delete person Gary Cutler
2021-01-18 delete person James Klepper
2021-01-18 delete person Kathryn Mastricolo
2021-01-18 delete person Kyle Reap
2021-01-18 delete person Lisa Matson
2021-01-18 delete person Martin Smith
2021-01-18 delete person Michael Mogavero
2021-01-18 delete person Scott Schumacher
2021-01-18 delete person Stephen Loizeaux
2021-01-18 delete person Steven Leming
2021-01-18 insert person Chris Skorton
2021-01-18 insert person Kate Scarpato
2021-01-18 insert person Kevin Bogert
2021-01-18 update person_description Marcia Hocker => Marcia Hocker
2021-01-18 update person_title Joseph McDonnell: Corporate Controller => Vice President of Finance
2021-01-18 update person_title Kirsten Hocker: Chief Administrative Officer, Director of Philanthropy and Diversity, Senior Partner, Secretary of the Board => President
2021-01-18 update person_title Marcia Hocker: Founders of the Ethel Mae Hocker Foundation; Founder; President; Senior Partner => Founders of the Ethel Mae Hocker Foundation
2021-01-18 update person_title Marty Keane: Managing Partner, Sales, Marketing & Technology; Penn Capital in 2009 As Vice President of Information Technology => Chief Technology Officer; Penn Capital in 2009 As Vice President of Information Technology
2020-09-30 delete chiefinvestmentofficer Richard Hocker
2020-09-30 insert chairman Richard Hocker
2020-09-30 update person_title Kirsten Hocker: Chief Administrative Officer, Director of Philanthropy and Diversity, Senior Partner => Chief Administrative Officer, Director of Philanthropy and Diversity, Senior Partner, Secretary of the Board
2020-09-30 update person_title Richard Hocker: Founder; Chief Investment Officer; Chief Executive Officer => Founder; Chief Executive Officer; Chairman of the Board
2020-06-23 delete person Christopher Parris
2020-05-23 delete person Matthew Bogdan
2020-05-23 delete person Richard Simons
2020-04-23 insert otherexecutives James Klepper
2020-04-23 insert person James Klepper
2020-03-23 delete associated_investor Investcorp
2020-03-23 delete person Stacey Kerelska
2020-03-23 update person_description Matthew Bogdan => Matthew Bogdan
2020-03-23 update person_title Matthew Bogdan: Quantitative Research Analyst => Quantitative Research Analyst, Partner
2020-01-21 insert otherexecutives Gary Cutler
2020-01-21 insert otherexecutives Kyle Reap
2020-01-21 insert person Kathryn Mastricolo
2020-01-21 update person_description Donald J. Polis => Donald J. Polis
2020-01-21 update person_title Christopher Parris: Manager of Client Relations and Business Development => Manager of Client Relations
2020-01-21 update person_title Gary Cutler: Manager of Client Relations and Business Development => Director of Business Development
2020-01-21 update person_title Kyle Reap: Director of Client Relations and Business Development => Director of Business Development
2019-12-21 delete person Christopher Lauro
2019-12-21 insert about_pages_linkeddomain pardot.com
2019-12-21 insert career_pages_linkeddomain pardot.com
2019-12-21 insert contact_pages_linkeddomain pardot.com
2019-12-21 insert index_pages_linkeddomain pardot.com
2019-12-21 insert management_pages_linkeddomain pardot.com
2019-11-21 update person_description Eric Green => Eric J. Green
2019-11-21 update person_description Joseph Maguire => Joseph Maguire
2019-11-21 update person_description Marcia Hocker => Marcia Hocker
2019-11-21 update person_description Marty Keane => Marty Keane
2019-11-21 update person_description Peter Duffy => Peter Duffy
2019-10-21 update person_title Kyle Reap: Manager of Client Relations and Business Development => Director of Client Relations and Business Development
2019-09-21 delete person Patrick Flynn
2019-08-22 delete person Michele Distel
2019-07-23 update person_title Kyle Reap: Manager of Client Service and Business Development => Manager of Client Relations and Business Development
2019-05-19 insert founder Marcia Hocker
2019-05-19 delete address The Navy Yard Corporate Center 1200 Intrepid Avenue Philadelphia, PA 19112
2019-05-19 insert address The Navy Yard Corporate Center 1200 Intrepid Avenue, Suite 400 Philadelphia, PA 19112
2019-05-19 insert person Joseph McDonnell
2019-05-19 insert person Kirsten Hocker
2019-05-19 update person_title Marcia Hocker: Founders of the Ethel Mae Hocker Foundation; President => Founders of the Ethel Mae Hocker Foundation; Founder; President; Senior Partner
2019-05-19 update primary_contact The Navy Yard Corporate Center 1200 Intrepid Avenue Philadelphia, PA 19112 => The Navy Yard Corporate Center 1200 Intrepid Avenue, Suite 400 Philadelphia, PA 19112
2019-04-16 delete person Emily Stahlberger
2019-03-05 delete person Jason Detzi
2019-03-05 delete person Tom Larson
2019-03-05 insert management_pages_linkeddomain finra.org
2019-01-31 delete cto Marty Keane
2019-01-31 update person_title David Jordan: Marketing Product Director => Marketing Manager
2019-01-31 update person_title Kyle Reap: Investment Services Associate => Manager of Client Service and Business Development
2019-01-31 update person_title Marty Keane: Chief Technology Officer; Penn Capital in 2009 As Vice President of Information Technology; Senior Partner => Managing Partner, Sales, Marketing & Technology; Penn Capital in 2009 As Vice President of Information Technology
2018-12-27 insert person Patrick Flynn
2018-07-18 delete index_pages_linkeddomain penncapitalfunds.com
2018-07-18 insert index_pages_linkeddomain goo.gl
2018-03-13 delete person Melissa Currie
2018-01-29 update person_title Heather Nolan: Senior Client Service Director => Director of Client Service and Platform Relationship Management
2018-01-29 update person_title Jason Detzi: Senior Research Analyst; Partner; Member of the Investment Team => Senior Research Analyst; Member of the Investment Team; Senior Partner
2018-01-29 update person_title Linda R. Ridolfi: Member of the Operations Team; Chief Compliance Officer => Member of the Operations Team; Partner; Chief Compliance Officer
2018-01-29 update person_title Martin Smith: Senior Portfolio Manager; Partner; Member of the Investment Team => Senior Portfolio Manager; Member of the Investment Team; Senior Partner
2018-01-29 update person_title Randall Braunfeld: Senior Research Analyst; Member of the Investment Team => Senior Research Analyst; Partner; Member of the Investment Team
2018-01-29 update person_title Stacey Kerelska: Research Analyst; Member of the Investment Team => Research Analyst; Partner; Member of the Investment Team
2017-11-14 delete index_pages_linkeddomain bizjournals.com
2017-11-14 insert person Christopher Parris
2017-11-14 insert person Emily Stahlberger
2017-11-14 update person_description Melissa Currie => Melissa Currie
2017-10-16 delete associated_investor Aberdeen Asset Management
2017-10-16 delete person Allegra Cosgrave
2017-10-16 delete person Craig R. Snyder
2017-10-16 delete person Dan Hinckle
2017-10-16 delete person Michele Distel
2017-10-16 delete person Paul Welch
2017-10-16 delete person Samantha Lowry
2017-10-16 update person_description David Jackson => David Jackson
2017-09-04 delete person Andrea McNett
2017-09-04 update person_description Matthew Bogdan => Matthew Bogdan
2017-09-04 update person_description Melissa Currie => Melissa Currie
2017-09-04 update person_title Matthew Bogdan: Senior Product Analytics Analyst => Quantitative Research Analyst; Member of the Investment Team
2017-08-01 delete person Kevin Roche
2017-08-01 update person_description Eric Green => Eric Green
2017-08-01 update person_description Martin Smith => Martin Smith
2017-08-01 update person_description Richard Hocker => Richard Hocker
2017-08-01 update person_title Randall Braunfeld: Research Analyst; Member of the Investment Team => Senior Research Analyst; Member of the Investment Team
2017-05-18 insert associated_investor Investcorp
2017-05-18 insert person Stacey Kerelska
2017-03-18 delete source_ip 206.188.212.115
2017-03-18 insert source_ip 162.242.248.142
2017-02-02 delete person Sean Monaghan
2017-02-02 insert index_pages_linkeddomain bizjournals.com
2016-12-30 delete person Kristen Johnston
2016-12-30 delete person Peter Townsend
2016-12-30 insert person Andrea McNett
2016-12-30 update person_title Peter J. Moran: Executive Vice President, Global Distribution => Partner, Executive Vice President, Global Distribution
2016-11-18 delete person Brent Hillhouse
2016-11-18 insert person David Jordan
2016-11-18 insert person Heather Nolan
2016-11-18 insert person Matthew Bogdan
2016-10-18 update person_title Craig R. Snyder: National Director of Intermediary Distribution => CIMA®, CPWA®, National Director of Intermediary Distribution
2016-09-20 delete address The Navy Yard Corporate Center; 3 Crescent Drive, Suite 400; Philadelphia, PA 19112
2016-09-20 delete index_pages_linkeddomain cwebcast.com
2016-09-20 insert address The Navy Yard Corporate Center; 1200 Intrepid Avenue, Philadelphia, PA 19112
2016-09-20 insert person Dan Hinckle
2016-09-20 insert person Kristen Johnston
2016-09-20 update person_description Melissa Currie => Melissa Currie
2016-09-20 update person_description Steven Leming => Steven Leming
2016-09-20 update person_title Stephen Loizeaux: Director of Institutional Business Development & Partner => Partner, Director of Institutional Business Development
2016-09-20 update primary_contact The Navy Yard Corporate Center; 3 Crescent Drive, Suite 400; Philadelphia, PA 19112 => The Navy Yard Corporate Center; 1200 Intrepid Avenue, Philadelphia, PA 19112
2016-08-23 delete otherexecutives Stephen Loizeaux
2016-08-23 delete otherexecutives Steven Leming
2016-08-23 delete person Christian Noyes
2016-08-23 delete person Erin Searl
2016-08-23 delete person Michael Harkins
2016-08-23 update person_title Allegra Cosgrave: National Accounts Manager => National Accounts Director
2016-08-23 update person_title Brent Hillhouse: Director, Institutional Client Service => Senior Client Service Director
2016-08-23 update person_title Craig Snyder: Member of the Investment Management Consultants Association; Director of Retail / Intermediary Sales => Member of the Investment Management Consultants Association; National Director of Intermediary Distribution
2016-08-23 update person_title Melissa Currie: Creative Manager => Director of Marketing and Digital Solutions
2016-08-23 update person_title Michele Distel: Business Development Specialist => National Accounts Associate; Business Development Specialist
2016-08-23 update person_title Peter J. Moran: Executive Vice President of Distribution and Product Management => Executive Vice President Global Distribution
2016-08-23 update person_title Stephen Loizeaux: Regional Director; Partner => Director of Institutional Business Development & Partner
2016-08-23 update person_title Steven Leming: Regional Director => Director of Institutional Business Development
2016-08-23 update person_title Tom Larson: Business Development, Western Region => Director of Institutional Business Development
2016-07-21 update person_description Christian Noyes => Christian Noyes
2016-07-21 update person_title Christian Noyes: Senior Managing Partner / Director of Marketing / Client Services; Senior Managing Partner, Director of Marketing & Client Service => Senior Managing Partner / Director of Marketing / Client Services
2016-06-21 insert management_pages_linkeddomain finra.org
2016-06-21 insert person Erin Searl
2016-04-08 delete otherexecutives John Livewell
2016-04-08 insert otherexecutives Linda Ridolfi
2016-04-08 delete person Derek Caruso
2016-04-08 delete person John Livewell
2016-04-08 insert index_pages_linkeddomain cwebcast.com
2016-04-08 insert person Linda Ridolfi
2016-04-08 insert person Michele Distel
2016-04-08 insert person Peter J. Moran
2016-04-08 insert person Tom Larson
2016-04-08 update person_description Lisa Matson => Lisa Matson
2016-04-08 update person_description Scott Schumacher => Scott Schumacher
2016-02-21 delete person Lauren Connor
2016-01-22 delete otherexecutives John Musser
2016-01-22 delete otherexecutives Thomas Sullivan
2016-01-22 delete person John Musser
2016-01-22 delete person Thomas Sullivan
2016-01-22 insert about_pages_linkeddomain penncapitalfunds.com
2016-01-22 insert career_pages_linkeddomain penncapitalfunds.com
2016-01-22 insert directions_pages_linkeddomain penncapitalfunds.com
2016-01-22 insert index_pages_linkeddomain penncapitalfunds.com
2016-01-22 insert management_pages_linkeddomain penncapitalfunds.com
2016-01-22 insert person Brent Hillhouse
2016-01-22 insert person Craig Snyder
2016-01-22 update person_description Allegra Cosgrave => Allegra Cosgrave
2016-01-22 update person_title Christian Noyes: Senior Managing Partner / Director of Marketing / Client Services; Senior Managing Partner, Director of Marketing & Client Services => Senior Managing Partner / Director of Marketing / Client Services; Senior Managing Partner, Director of Marketing & Client Service
2015-10-21 insert person Bradley Tesoriero
2015-09-23 insert person Bruce M. Reiprich
2015-09-23 insert person Randall Braunfeld
2015-07-29 delete otherexecutives Candace Jerome
2015-07-29 delete person Candace Jerome
2015-04-28 delete source_ip 205.178.186.13
2015-04-28 insert source_ip 206.188.212.115
2015-03-30 delete otherexecutives Patrick Massucci
2015-03-30 delete associated_investor ING Capital
2015-03-30 delete person Gregory Ball
2015-03-30 delete person Patrick Massucci
2015-01-23 insert person Peter Townsend
2015-01-23 insert person Sean Monaghan
2015-01-23 update person_title Jason Detzi: Senior Research Analyst => Senior Research Analyst; Partner
2015-01-23 update person_title John Musser: Regional Director => Regional Director; Partner
2014-12-17 insert otherexecutives Patrick Massucci
2014-12-17 insert person Allegra Cosgrave
2014-12-17 insert person Derek Caruso
2014-12-17 insert person Patrick Massucci
2014-11-18 delete otherexecutives Lauren Connor
2014-11-18 delete about_pages_linkeddomain finomial2.com
2014-11-18 delete career_pages_linkeddomain finomial2.com
2014-11-18 delete directions_pages_linkeddomain finomial2.com
2014-11-18 delete index_pages_linkeddomain finomial2.com
2014-11-18 delete management_pages_linkeddomain finomial2.com
2014-11-18 insert about_pages_linkeddomain finomial.com
2014-11-18 insert career_pages_linkeddomain finomial.com
2014-11-18 insert directions_pages_linkeddomain finomial.com
2014-11-18 insert index_pages_linkeddomain finomial.com
2014-11-18 insert management_pages_linkeddomain finomial.com
2014-11-18 update person_title Lauren Connor: Senior Associate; Regional Director => Investor Relations Manager
2014-09-14 delete otherexecutives Christine Formoso
2014-09-14 delete about_pages_linkeddomain finomial.com
2014-09-14 delete career_pages_linkeddomain finomial.com
2014-09-14 delete directions_pages_linkeddomain finomial.com
2014-09-14 delete index_pages_linkeddomain finomial.com
2014-09-14 delete management_pages_linkeddomain finomial.com
2014-09-14 delete person Christine Formoso
2014-09-14 delete person Peter Reitmeyer
2014-09-14 insert about_pages_linkeddomain finomial2.com
2014-09-14 insert career_pages_linkeddomain finomial2.com
2014-09-14 insert directions_pages_linkeddomain finomial2.com
2014-09-14 insert index_pages_linkeddomain finomial2.com
2014-09-14 insert management_pages_linkeddomain finomial2.com
2014-07-06 delete person Dominic Rosano
2014-05-26 delete person Fannon Foley
2014-05-26 delete person Patrick Nolan
2014-05-26 update person_description J. Paulo Silva => J. Paulo Silva
2014-05-26 update person_title Lauren Connor: Associate; Regional Director => Senior Associate; Regional Director
2014-04-15 insert chieflegalofficer Lisa Matson
2014-04-15 delete person Bruce Reiprich
2014-04-15 delete person Corinne Harvey
2014-04-15 delete person Ronald Burke
2014-04-15 insert person Lisa Matson
2014-04-15 update person_description Howard Bryerman => Howard Bryerman
2014-04-15 update person_description Peter Reitmeyer => Peter Reitmeyer
2014-04-15 update person_description Robert McLaughlin => Robert McLaughlin
2014-04-15 update person_title Gregory Ball: Research Analyst => Senior Research Analyst
2014-04-15 update person_title Jason Detzi: Research Analyst; Member of the Investment Team => Senior Research Analyst
2014-02-03 insert otherexecutives Candace Jerome
2014-02-03 insert otherexecutives Lauren Connor
2014-02-03 insert person Bruce Reiprich
2014-02-03 insert person Candace Jerome
2014-02-03 update person_description Howard Bryerman => Howard Bryerman
2014-02-03 update person_description Lauren Connor => Lauren Connor
2014-02-03 update person_title Lauren Connor: Investor Relations Manager => Associate; Regional Director
2013-12-08 delete about_pages_linkeddomain jdclark.com
2013-12-08 delete career_pages_linkeddomain jdclark.com
2013-12-08 delete directions_pages_linkeddomain jdclark.com
2013-12-08 delete index_pages_linkeddomain jdclark.com
2013-12-08 delete management_pages_linkeddomain jdclark.com
2013-12-08 insert about_pages_linkeddomain finomial.com
2013-12-08 insert career_pages_linkeddomain finomial.com
2013-12-08 insert directions_pages_linkeddomain finomial.com
2013-12-08 insert index_pages_linkeddomain finomial.com
2013-12-08 insert management_pages_linkeddomain finomial.com
2013-11-09 delete person Richard Griffith
2013-11-09 insert person Howard Bryerman
2013-10-12 delete person Edward Khongor
2013-10-12 delete person Kirsten Mason
2013-10-12 insert person Suhail Chandy
2013-09-13 delete person Alec Bear
2013-08-15 insert person Chad Bolen
2013-08-15 update person_description Stephen H.D. Loizeaux => Stephen Loizeaux
2013-07-03 delete person Lauren A. McCleery
2013-07-03 insert person Fannon A. Foley
2013-07-03 insert person Lauren A. Connor
2013-07-03 update person_description Peter R. Duffy => Peter R. Duffy
2013-07-03 update person_description Richard A. Hocker => Richard A. Hocker
2013-07-03 update person_title Corinne C. Harvey: Senior Trade Associate & Lead Portfolio Accounting Supervisor => Supervisor, Portfolio Accounting
2013-07-03 update person_title Peter Reitmeyer: Account Manager, Insurance and Sub - Advisory Relationships => Director, Insurance and Sub - Advisory Relationships
2013-07-03 update person_title Ronald T. Burke: Portfolio Accounting Supervisor => Supervisor, Portfolio Accounting
2013-05-26 delete ceo Marcia A. Hocker
2013-05-26 insert ceo Richard A. Hocker
2013-05-26 delete person Jason G. Argyris
2013-05-26 insert person Michael P. Harkins
2013-05-26 insert person Richard Griffith
2013-05-26 insert person Richard W.S. Simons
2013-05-26 update person_description Christine E. Formoso => Christine E. Formoso
2013-05-26 update person_title Marcia A. Hocker: Member of the Operations Team; President; Chief Executive Officer => Member of the Operations Team; President
2013-05-26 update person_title Richard A. Hocker: Founder; Chief Investment Officer; Member of the Investment Team => Founder; Chief Investment Officer; Chief Executive Officer; Member of the Investment Team
2013-04-10 update website_status OK
2013-04-10 delete email te..@penncapital.com
2013-04-10 delete email te..@penncapital.com
2013-04-10 delete email te..@penncapital.com
2013-04-10 delete email te..@penncapital.com
2013-04-10 delete email te..@penncapital.com
2013-04-10 delete email te..@penncapital.com
2013-04-10 delete email te..@penncapital.com
2013-04-10 delete person David R. Neiderer
2013-04-10 update person_title Patrick M. Nolan
2013-03-01 update website_status ServerDown