| Date | Description |
|---|
| 2025-05-21 |
delete ticker_symbol VLN |
| 2025-03-19 |
insert ticker_symbol TCBX |
| 2025-03-19 |
insert ticker_symbol VLN |
| 2024-11-12 |
delete person SHIV S. KAPOOR |
| 2024-11-12 |
insert index_pages_linkeddomain goo.gl |
| 2024-11-12 |
insert person Savannah Beaver |
| 2024-11-12 |
update person_title AN TRAN SHELMIRE: Business Development Associate => Research Analyst |
| 2024-11-12 |
update person_title SCOTT GRIFFITH: Co - CEO, Partner => Co - CEO, Partner / Stonegate Capital Partners & SRG Capital Partners |
| 2024-11-12 |
update person_title TOM BAKER: Advisor, PR Technology & Competitive Surveillance; CEO and Cofounder of Reportable => CEO and Cofounder of Reportable; Senior Advisor, IR & Communications |
| 2024-10-12 |
insert person BOLTON CORWIN |
| 2024-10-12 |
insert person CHRIS GAUVIN |
| 2024-10-12 |
insert person TABER WETZ |
| 2024-09-10 |
delete managingdirector ZACH AMREIN |
| 2024-09-10 |
insert cco ZACH AMREIN |
| 2024-09-10 |
insert cfo ZACH AMREIN |
| 2024-09-10 |
insert otherexecutives ZACH AMREIN |
| 2024-09-10 |
insert person LOUISE SHELMIRE |
| 2024-09-10 |
insert person Paul Whitley |
| 2024-09-10 |
update person_title DENNIS DOBSON: Managing Director, Public Relations; Managing Director, PR Outreach => Managing Director, PR Outreach |
| 2024-09-10 |
update person_title ZACH AMREIN: Managing Director / Business Development & CFO; Managing Director => CFO; Head of Business Development; CCO; Chief Compliance Officer |
| 2024-06-05 |
delete index_pages_linkeddomain reportablenews.com |
| 2024-06-05 |
delete ticker_symbol LA |
| 2024-06-05 |
insert person ROBERT LYNCH |
| 2023-09-11 |
insert vp BEN DOSSETT |
| 2023-09-11 |
update person_title BEN DOSSETT: Associate; Institutional Sales Associate; Associate, Institutional Sales => Vice President; Vice President, Institutional Sales |
| 2023-08-09 |
delete source_ip 160.153.52.72 |
| 2023-08-09 |
insert source_ip 50.63.178.0 |
| 2023-07-07 |
insert vp QUENTIN HARRAH |
| 2023-07-07 |
delete ticker_symbol ICD |
| 2023-07-07 |
insert index_pages_linkeddomain reportablenews.com |
| 2023-07-07 |
insert person LAURA ENGEL |
| 2023-07-07 |
insert ticker_symbol LA |
| 2023-07-07 |
update person_description QUENTIN HARRAH => QUENTIN HARRAH |
| 2023-07-07 |
update person_title QUENTIN HARRAH: Senior Associate; Senior Associate, Institutional Sales => Vice President; VP, Institutional Sales |
| 2023-06-04 |
delete ticker_symbol LGO |
| 2023-06-04 |
update person_description ZACH AMREIN => ZACH AMREIN |
| 2023-03-13 |
update robots_txt_status stonegateinc.com: 0 => 200 |
| 2023-03-13 |
update robots_txt_status www.stonegateinc.com: 0 => 200 |
| 2023-02-10 |
update robots_txt_status stonegateinc.com: 404 => 0 |
| 2023-02-10 |
update robots_txt_status www.stonegateinc.com: 404 => 0 |
| 2023-01-09 |
delete ceo Jim Pugliese |
| 2023-01-09 |
delete ceo Keith Danko |
| 2023-01-09 |
delete founder Jim Pugliese |
| 2023-01-09 |
delete founder Keith Danko |
| 2023-01-09 |
delete person Jim Pugliese |
| 2023-01-09 |
delete person Keith Danko |
| 2022-12-07 |
update person_description Alamgir Singh Kandhari => Alamgir Singh Kandhari |
| 2022-12-07 |
update person_description Jesse Shelmire => Jesse Shelmire |
| 2022-12-07 |
update person_description Shiv S. Kapoor => Shiv S. Kapoor |
| 2022-12-07 |
update person_title Alamgir Singh Kandhari: Healthcare Associate => Research Analyst at Stonegate Healthcare; Research Analyst |
| 2022-12-07 |
update person_title Shiv S. Kapoor: Managing Partner / Healthcare & Sustainability => Co - Founder of Stonegate Healthcare; Advisor / Healthcare & Sustainability |
| 2022-11-06 |
delete managingdirector Preston Graham |
| 2022-11-06 |
delete otherexecutives Laura Engel |
| 2022-11-06 |
delete otherexecutives Marco Rodriguez |
| 2022-11-06 |
delete vp Justin Martin |
| 2022-11-06 |
insert managingdirector Justin Martin |
| 2022-11-06 |
insert vp Erol Girgin |
| 2022-11-06 |
delete person Bowie Wynne |
| 2022-11-06 |
delete person Dillon Wagner |
| 2022-11-06 |
delete person Laura Engel |
| 2022-11-06 |
delete person Marco Rodriguez |
| 2022-11-06 |
insert person Dave Storms |
| 2022-11-06 |
insert person Robin Agir |
| 2022-11-06 |
update person_description Erol Girgin => Erol Girgin |
| 2022-11-06 |
update person_title Ben Dossett: Institutional Sales Associate => Institutional Sales Associate; Associate, Institutional Sales |
| 2022-11-06 |
update person_title Erol Girgin: Institutional Sales Associate => Vice President; VP, Institutional Sales |
| 2022-11-06 |
update person_title Jesse Shelmire: Co - CEO => Co - CEO, Partner |
| 2022-11-06 |
update person_title John Janes: Institutional Sales => VP, Institutional Sales |
| 2022-11-06 |
update person_title Justin Martin: Vice President; VP, Institutional Sales & ESG Advisory => Managing Director, Institutional Sales & ESG Advisory; Managing Director |
| 2022-11-06 |
update person_title Preston Graham: Head of Institutional; Managing Director => Head of Institutional; Partner |
| 2022-11-06 |
update person_title Quentin Harrah: Institutional Sales Associate; Institutional Sales => Senior Associate; Senior Associate, Institutional Sales |
| 2022-11-06 |
update person_title Scott Griffith: Co - CEO => Co - CEO, Partner |
| 2022-10-06 |
delete address Preston Sherry Plaza
8201 Preston Road, Suite 325
Dallas, TX 75225 |
| 2022-10-06 |
insert address The Crescent
500 Crescent Court, Suite 370
Dallas, TX 75201 |
| 2022-10-06 |
insert person Alamgir Singh Kandhari |
| 2022-10-06 |
update person_description Bowie Wynne => Bowie Wynne |
| 2022-10-06 |
update person_description John Janes => John Janes |
| 2022-10-06 |
update person_title Zach Amrein: Managing Director; Managing Director / Business Development => Managing Director / Business Development & CFO; Managing Director |
| 2022-10-06 |
update primary_contact Preston Sherry Plaza
8201 Preston Road, Suite 325
Dallas, TX 75225 => The Crescent
500 Crescent Court, Suite 370
Dallas, TX 75201 |
| 2022-04-06 |
delete person Jack Greenberg |
| 2022-04-06 |
insert person Ben Dossett |
| 2022-04-06 |
insert person Dennis Dobson |
| 2022-04-06 |
update person_description Erol Girgin => Erol Girgin |
| 2022-04-06 |
update person_description Justin Martin => Justin Martin |
| 2021-12-04 |
update person_title Jim Pugliese: Co - Managing Partner / Stonegate Alternative Solutions; Co - Founder; Member of the Fairchester Chapter of Young Presidents' Organization; Managing Partner => Managing Partner / Stonegate Alternative Solutions; Co - Founder; Member of the Fairchester Chapter of Young Presidents' Organization; Managing Partner |
| 2021-12-04 |
update person_title Keith Danko: Co - Managing Partner / Stonegate Alternative Solutions; Co - Founder; Managing Partner => Managing Partner / Stonegate Alternative Solutions; Co - Founder; Managing Partner |
| 2021-12-04 |
update person_title Shiv S. Kapoor: Strategic Healthcare Advisor => Managing Partner / Healthcare & Sustainability |
| 2021-09-05 |
update person_title Jack Greenberg: Institutional Sales Associate => Institutional Sales |
| 2021-09-05 |
update person_title John Janes: Institutional Sales Associate => Institutional Sales |
| 2021-09-05 |
update person_title Justin Martin: Institutional Sales Associate => Institutional Sales Associate; VP, Institutional Sales |
| 2021-08-05 |
delete ceo Jesse Shelmire |
| 2021-08-05 |
delete ceo Scott Griffith |
| 2021-08-05 |
delete managingdirector Jim Pugliese |
| 2021-08-05 |
insert ceo Jim Pugliese |
| 2021-08-05 |
insert ceo Keith Danko |
| 2021-08-05 |
insert founder Jim Pugliese |
| 2021-08-05 |
insert founder Keith Danko |
| 2021-08-05 |
delete person Grant Geelan |
| 2021-08-05 |
delete person Justin Frantz |
| 2021-08-05 |
delete person Louise Shelmire |
| 2021-08-05 |
insert person Jack Greenberg |
| 2021-08-05 |
insert person Keith Danko |
| 2021-08-05 |
update person_description Jim Pugliese => Jim Pugliese |
| 2021-08-05 |
update person_title Jesse Shelmire: CEO => Co - CEO |
| 2021-08-05 |
update person_title Jim Pugliese: Managing Director => Co - Managing Partner / Stonegate Alternative Solutions; Co - Founder; Member of the Fairchester Chapter of Young Presidents' Organization; Managing Partner |
| 2021-08-05 |
update person_title Scott Griffith: CEO => Co - CEO |
| 2021-06-05 |
delete otherexecutives Zach Amrein |
| 2021-06-05 |
insert managingdirector Zach Amrein |
| 2021-06-05 |
insert person Quentin Harrah |
| 2021-06-05 |
insert person Shiv S. Kapoor |
| 2021-06-05 |
update person_description Jim Pugliese => Jim Pugliese |
| 2021-06-05 |
update person_title Louise Shelmire: Advisor, Compliance => Compliance |
| 2021-06-05 |
update person_title Zach Amrein: Vice President of Business Development => Managing Director; Managing Director / Business Development |
| 2021-04-09 |
insert managingdirector Jim Pugliese |
| 2021-04-09 |
insert person Jim Pugliese |
| 2021-04-09 |
update person_description Preston Graham => Preston Graham |
| 2021-01-29 |
delete person Jack Wimberly |
| 2021-01-29 |
delete person Kevin Latta |
| 2021-01-29 |
delete person Shane Martin |
| 2021-01-29 |
insert person Bowie Wynne |
| 2021-01-29 |
insert person John Janes |
| 2020-09-21 |
delete person Janine Zanelli |
| 2020-04-05 |
update person_description Shane Martin => Shane Martin |
| 2019-07-06 |
insert person Dillon Wagner |
| 2019-07-06 |
insert person Justin Frantz |
| 2019-07-06 |
insert person Louise Shelmire |
| 2019-07-06 |
update person_title Grant Geelan: Business Development Associate => Institutional Sales Associate; Business Development Associate |
| 2019-05-06 |
insert about_pages_linkeddomain finra.org |
| 2019-05-06 |
insert about_pages_linkeddomain sipc.org |
| 2019-05-06 |
insert alias Stonegate Capital Markets, Inc. |
| 2019-05-06 |
insert contact_pages_linkeddomain finra.org |
| 2019-05-06 |
insert contact_pages_linkeddomain sipc.org |
| 2019-05-06 |
insert index_pages_linkeddomain finra.org |
| 2019-05-06 |
insert index_pages_linkeddomain sipc.org |
| 2019-05-06 |
insert management_pages_linkeddomain finra.org |
| 2019-05-06 |
insert management_pages_linkeddomain sipc.org |
| 2019-05-06 |
insert terms_pages_linkeddomain finra.org |
| 2019-05-06 |
insert terms_pages_linkeddomain sipc.org |
| 2019-05-06 |
update person_description Grant Geelan => Grant Geelan |
| 2019-05-06 |
update person_description Jesse Shelmire => Jesse Shelmire |
| 2019-05-06 |
update person_description Scott Griffith => Scott Griffith |
| 2019-05-06 |
update person_title Grant Geelan: Institutional Sales Associate => Business Development Associate |
| 2018-12-15 |
insert ceo Jesse Shelmire |
| 2018-12-15 |
insert ceo Scott Griffith |
| 2018-12-15 |
insert managingdirector Preston Graham |
| 2018-12-15 |
insert otherexecutives Laura Engle |
| 2018-12-15 |
insert otherexecutives Zach Amrein |
| 2018-12-15 |
delete index_pages_linkeddomain finra.org |
| 2018-12-15 |
delete index_pages_linkeddomain sipc.org |
| 2018-12-15 |
delete index_pages_linkeddomain stonegatecm.com |
| 2018-12-15 |
delete person Bunchie Engel |
| 2018-12-15 |
delete person Eric Weiner |
| 2018-12-15 |
delete person Juany Castillo |
| 2018-12-15 |
delete person Sarah Engel |
| 2018-12-15 |
delete person Tom Baker |
| 2018-12-15 |
insert address Preston Sherry Plaza
8201 Preston Road, Suite 325
Dallas, TX 75225 |
| 2018-12-15 |
insert person Grant Geelan |
| 2018-12-15 |
insert person Jack Wimberly |
| 2018-12-15 |
insert person Laura Engle |
| 2018-12-15 |
insert person Marco Rodriguez |
| 2018-12-15 |
insert person Zach Amrein |
| 2018-12-15 |
update person_description Justin Martin => Justin Martin |
| 2018-12-15 |
update person_description Kevin Latta => Kevin Latta |
| 2018-12-15 |
update person_description Shane Martin => Shane Martin |
| 2018-12-15 |
update person_title Janine Zanelli: Advisor / Capital Markets => Advisor, Investor Relations |
| 2018-12-15 |
update person_title Jesse Shelmire: Partner => CEO |
| 2018-12-15 |
update person_title Justin Martin: Vice President of; Institutional Sales Associate => Institutional Sales Associate |
| 2018-12-15 |
update person_title Preston Graham: Director of Institutional Sales & Trading => Director of Capital Markets; Managing Director |
| 2018-12-15 |
update person_title Scott Griffith: Partner => CEO |
| 2018-12-15 |
update robots_txt_status www.stonegateinc.com: 200 => 404 |
| 2018-05-25 |
delete address 330 Madison Avenue
9th Floor
New York, NY 10017 |
| 2018-05-25 |
delete email re..@stonegateinc.com |
| 2018-05-25 |
delete person Greg Colvin |
| 2018-05-25 |
delete person Robert Blakely Jr. |
| 2018-05-25 |
insert index_pages_linkeddomain finra.org |
| 2018-05-25 |
insert index_pages_linkeddomain sipc.org |
| 2018-05-25 |
insert index_pages_linkeddomain stonegatecm.com |
| 2018-05-25 |
insert terms_pages_linkeddomain finra.org |
| 2018-05-25 |
insert terms_pages_linkeddomain sipc.org |
| 2018-05-25 |
insert terms_pages_linkeddomain stonegatecm.com |
| 2017-05-23 |
delete person Casey Stegman |
| 2017-05-23 |
update person_title Greg Colvin: Managing Partner, Chief Operating Officer and Head of Investor Relations of Sankofa Capital; Managing Director of Equity Capital => Managing Partner, Chief Operating Officer and Head of Investor Relations of Sankofa Capital; Advisor |
| 2016-09-06 |
delete vp Dan Trang |
| 2016-09-06 |
delete person Dan Trang |
| 2016-09-06 |
delete person Dana O'Leary |
| 2016-09-06 |
delete person Nick Collins |
| 2016-09-06 |
delete person Patrick Noonan |
| 2016-08-09 |
insert email re..@stonegateinc.com |
| 2016-07-12 |
update person_description Patrick Noonan => Patrick Noonan |
| 2016-03-05 |
delete email re..@stonegateinc.com |
| 2016-03-05 |
update robots_txt_status www.stonegateinc.com: 404 => 200 |
| 2015-10-11 |
delete cmo Day Shelmire |
| 2015-10-11 |
delete otherexecutives Laura Engel |
| 2015-10-11 |
delete otherexecutives Marco Rodriguez |
| 2015-10-11 |
delete otherexecutives Rhenée Rogé |
| 2015-10-11 |
delete person Collier Bailey |
| 2015-10-11 |
delete person Day Shelmire |
| 2015-10-11 |
delete person Laura Engel |
| 2015-10-11 |
delete person Marco Rodriguez |
| 2015-10-11 |
delete person Rhenée Rogé |
| 2015-10-11 |
delete person Sean Frost |
| 2015-09-13 |
delete otherexecutives Rhenee Roge |
| 2015-09-13 |
insert otherexecutives Laura Engel |
| 2015-09-13 |
insert otherexecutives Rhenée Rogé |
| 2015-09-13 |
delete industry_tag investment banking and corporate advisory |
| 2015-09-13 |
delete person Rhenee Roge |
| 2015-09-13 |
insert address 330 Madison Avenue
9th Floor
New York, NY 10017 |
| 2015-09-13 |
insert person Laura Engel |
| 2015-09-13 |
insert person Nick Collins |
| 2015-09-13 |
insert person Rhenée Rogé |
| 2015-09-13 |
insert person Sarah Engel |
| 2015-01-11 |
delete address 330 Madison Avenue
9th Floor
New York, NY 10017 |
| 2015-01-11 |
update person_title Jesse Shelmire: Co CEO => Partner |
| 2015-01-11 |
update person_title Scott Griffith: Co CEO => Partner |
| 2014-12-14 |
delete alias Stonegate Securities, Inc. |
| 2014-12-14 |
delete source_ip 66.111.109.140 |
| 2014-12-14 |
insert alias Stonegate Capital Partners |
| 2014-12-14 |
insert index_pages_linkeddomain brileydesigngroup.com |
| 2014-12-14 |
insert industry_tag investment banking and corporate advisory |
| 2014-12-14 |
insert source_ip 160.153.52.72 |
| 2014-12-14 |
update robots_txt_status www.stonegateinc.com: 200 => 404 |
| 2013-09-07 |
delete address 5950 Sherry Ln.
Suite 410
Dallas, TX 75225 |
| 2013-09-07 |
insert address 8201 Preston Road
Suite 325
Dallas, TX 75225 |
| 2013-09-07 |
update primary_contact 5950 Sherry Ln.
Suite 410
Dallas, TX 75225 => 8201 Preston Road
Suite 325
Dallas, TX 75225 |