| Date | Description |
|---|
| 2024-05-25 |
delete otherexecutives Allison Cianci |
| 2024-05-25 |
delete president John B. Carew |
| 2024-05-25 |
delete shareholder John B. Carew |
| 2024-05-25 |
delete vp Elaine Natoli |
| 2024-05-25 |
insert ceo John B. Carew |
| 2024-05-25 |
delete person Annie Klopstock |
| 2024-05-25 |
insert person Jeremy Cox |
| 2024-05-25 |
insert person Sam Edwards |
| 2024-05-25 |
update person_description Elaine Natoli => Elaine Natoli |
| 2024-05-25 |
update person_title Alex Robinette: Senior Relationship Manager => Managing Director, Distribution |
| 2024-05-25 |
update person_title Allison Cianci: Director of Client Services => Managing Director, Client Services |
| 2024-05-25 |
update person_title Ariel Davis: Associate; Investment Management Associate => Managing Director, Communications |
| 2024-05-25 |
update person_title Brett Ballenger: Associate; Investment Operations Associate => Associate, Investments |
| 2024-05-25 |
update person_title Elaine Natoli: Vice President; Director of Communications => Chief Communications Officer |
| 2024-05-25 |
update person_title John B. Carew: Founder; President; Shareholder => Founder; Chief Executive Officer |
| 2024-05-25 |
update person_title Paisley Lewis: Associate; Investment Management Associate => Associate, Communications |
| 2024-03-11 |
insert person Nicki Hoffman |
| 2024-03-11 |
update person_description Ariel Davis => Ariel Davis |
| 2024-03-11 |
update person_description Brett Ballenger => Brett Ballenger |
| 2024-03-11 |
update person_description John B. Carew => John B. Carew |
| 2024-03-11 |
update person_description Paisley Lewis => Paisley Lewis |
| 2023-08-28 |
insert person Alex Robinette |
| 2023-08-28 |
insert person Brett Ballenger |
| 2023-08-28 |
insert person Paisley Lewis |
| 2023-08-28 |
update person_description Jordan Watson => Jordan Watson |
| 2022-11-12 |
insert person Ariel Davis |
| 2022-08-08 |
insert vp Elaine Natoli |
| 2022-08-08 |
update person_title Elaine Natoli: Director of Communications => Vice President; Director of Communications |
| 2022-03-30 |
delete otherexecutives Alison J. Cianci |
| 2022-03-30 |
delete person Alison J. Cianci |
| 2022-03-30 |
insert person Annie Klopstock |
| 2022-03-30 |
insert person Julia Hoffman |
| 2022-03-30 |
update person_description Jordan S. Watson => Jordan Watson |
| 2022-02-10 |
update person_description Benjamin "Ben" G. Carew => Benjamin "Ben" G. Carew |
| 2021-06-17 |
insert otherexecutives Allison J. Cianci |
| 2021-06-17 |
insert person Allison J. Cianci |
| 2020-06-24 |
insert founder John B. Carew |
| 2020-06-24 |
update person_description Benjamin G. Carew => Benjamin "Ben" G. Carew |
| 2020-06-24 |
update person_description William L. Little => William "Billy" L. Little |
| 2020-06-24 |
update person_title John B. Carew: President; Chief Investment Officer; Shareholder => Founder; President; Chief Investment Officer; Shareholder |
| 2020-04-24 |
insert person Jordan S. Watson |
| 2016-09-20 |
update person_description Ann B. Carew => Benjamin G. Carew |
| 2016-09-20 |
update person_title Benjamin G. Carew: Secretary; Compliance Coordinator; Treasurer => Associate Portfolio Manager |
| 2016-07-23 |
delete person Elizabeth N. Barger |