| Date | Description |
|---|
| 2024-04-21 |
delete person Leah M. Long |
| 2024-03-19 |
insert ceo Andrei Bolshakov |
| 2024-03-19 |
insert ceo Bradley W. Horstmann |
| 2024-03-19 |
insert ceo John G. Norman |
| 2024-03-19 |
delete person Michael D. Ritzer |
| 2024-03-19 |
insert person Robert O'Dell |
| 2024-03-19 |
insert person W. Gavin Graham |
| 2024-03-19 |
update person_title Andrei Bolshakov: General Partner; General Partner Christopher Lewis / General Partner Li Zhang; General Partner T. Caldwell Calame / General Partner Donald E. Cleven => Managing Partner Bradley W. Horstmann / Managing Partner John G. Norman; Managing Partner Christopher Lewis / General Partner Li Zhang; Managing Partner |
| 2024-03-19 |
update person_title Bradley W. Horstmann: General Partner Chantal E. Decker / Executive Vice President - Compliance Dustin J. DeMaio; General Partner => Managing Partner Chantal E. Decker / Executive Vice President - Compliance Dustin J. DeMaio; Managing Partner |
| 2024-03-19 |
update person_title Dustin J. DeMaio: General Partner Chantal E. Decker / Executive Vice President - Compliance Dustin J. DeMaio; Senior Vice President - Head of Equity Trading => Managing Partner Chantal E. Decker / Executive Vice President - Compliance Dustin J. DeMaio; Executive Vice President - Head of Equity Trading |
| 2024-03-19 |
update person_title John G. Norman: General Partner; General Partner Leah M. Long / General Partner John G. Norman => Managing Partner T. Caldwell Calame / General Partner Leah M. Long; Managing Partner |
| 2023-09-02 |
delete person Brandon S. Smith |
| 2023-09-02 |
update person_description Andrew J. Rosenberg => Andrew J. Rosenberg |
| 2023-09-02 |
update person_description Brian H. Whisnant => Brian H. Whisnant |
| 2023-09-02 |
update person_description Darrin R. Witt => Darrin R. Witt |
| 2023-09-02 |
update person_description Michael D. Ritzer => Michael D. Ritzer |
| 2023-08-01 |
delete person Bradley S. Fisher |
| 2023-08-01 |
delete person Jason T. Boles |
| 2023-08-01 |
delete person John M. Carr |
| 2023-04-12 |
update person_description John M. Carr => John M. Carr |
| 2023-02-08 |
update person_title Chantal E. Decker: General Partner Chantal E. Decker / Senior Vice President - Compliance Dustin J. DeMaio; Senior Vice President - Compliance => Executive Vice President - Compliance; General Partner Chantal E. Decker / Executive Vice President - Compliance Dustin J. DeMaio |
| 2022-05-06 |
insert vp Whitman Barnes |
| 2022-05-06 |
delete person Stephen Ho |
| 2022-05-06 |
insert person Aaron T. Koscheski |
| 2022-05-06 |
insert person Whitman Barnes |
| 2022-04-06 |
delete vp Joseph E. Linz |
| 2022-04-06 |
delete person Joseph E. Linz |
| 2022-04-06 |
update person_title Wesley S. Stoltz: General Partner Wesley S. Stoltz / Senior Vice President - Fixed Income Specialist Jonathan M. Souza => General Partner; General Partner Wesley S. Stoltz / General Partner Jonathan M. Souza |
| 2021-12-06 |
delete client American Electric Power |
| 2021-12-06 |
delete client Anne Arundel County, Maryland |
| 2021-12-06 |
delete client City of Ocala, Florida |
| 2021-12-06 |
delete client Hospital Sisters Health System |
| 2021-12-06 |
delete client Murphy Oil Corporation |
| 2021-12-06 |
delete client Nissan North America, Inc. |
| 2021-12-06 |
delete client Pennsylvania State Association of Boroughs |
| 2021-06-07 |
insert fax (704) 971-9323 |
| 2021-01-19 |
delete person James F. Walters |
| 2020-06-04 |
delete client Ithaca College |
| 2020-06-04 |
delete source_ip 209.59.135.80 |
| 2020-06-04 |
insert source_ip 67.227.249.1 |
| 2020-05-05 |
insert vp Chelsea J. Charette |
| 2020-05-05 |
insert email co..@wedgecapital.com |
| 2020-05-05 |
insert person Chelsea J. Charette |
| 2020-05-05 |
insert person Jonathan M. Souza |
| 2020-03-05 |
delete otherexecutives Joseph E. Linz |
| 2020-03-05 |
insert vp Joseph E. Linz |
| 2020-03-05 |
update person_title J. Andrew Hamlin Jr.: Associate; Equity Analyst => Equity Analyst |
| 2020-03-05 |
update person_title Joseph E. Linz: Assistant Vice President; Assistant Vice President - Compliance => Vice President; Vice President - Compliance |
| 2020-01-04 |
delete client L.L. Bean, Inc. |
| 2019-10-05 |
delete person John E. Flinn |
| 2019-10-05 |
delete person Orton Chen |
| 2019-09-05 |
delete person Ben Singer-Scott |
| 2019-07-06 |
delete person Martin L. Robinson |
| 2019-05-06 |
delete client AARP |
| 2019-01-23 |
delete evp John M. Carr |
| 2019-01-23 |
update person_title Andrei Bolshakov: General Partner; General Partner T. Caldwell Calame / General Partner Donald E. Cleven; General Partner Li Zhang => General Partner; General Partner Christopher Lewis / General Partner Li Zhang; General Partner Andrei Bolshakov / General Partner T. Caldwell Calame |
| 2019-01-23 |
update person_title Brian H. Whisnant: Senior Equity Analyst => General Partner |
| 2019-01-23 |
update person_title Christopher Lewis: Quantitative Analyst; Quantitative Equity Analyst => General Partner; General Partner Christopher Lewis / General Partner Li Zhang |
| 2019-01-23 |
update person_title Jason T. Boles: General Partner; Senior Equity Analyst => General Partner Andrei Bolshakov / General Partner T. Caldwell Calame; General Partner |
| 2019-01-23 |
update person_title John M. Carr: Executive Vice President; General Partner => General Partner; General Partner John M. Carr / General Partner Leah M. Long |
| 2019-01-23 |
update person_title Li Zhang: Senior Quantitative Analyst; General Partner Li Zhang => General Partner; General Partner Christopher Lewis / General Partner Li Zhang |
| 2019-01-23 |
update person_title Michael D. Ritzer: Senior Equity Analyst => General Partner |
| 2018-12-16 |
delete client Merck & Co. |
| 2018-08-13 |
update person_description Ben Singer-Scott => Ben Singer-Scott |
| 2018-08-13 |
update person_description Brian H. Whisnant => Brian H. Whisnant |
| 2018-08-13 |
update person_description Stephen Ho => Stephen Ho |
| 2018-06-26 |
delete source_ip 72.52.220.6 |
| 2018-06-26 |
insert source_ip 209.59.135.80 |
| 2018-06-26 |
update robots_txt_status www.wedgecapital.com: 200 => 404 |
| 2018-03-18 |
update person_title Chantal E. Decker: Vice President - Compliance; General Partner Dustin J. DeMaio / Vice President - Head of Equity Trading Chantal E. Decker => General Partner Chantal E. Decker / Senior Vice President - Compliance Dustin J. DeMaio; Senior Vice President - Compliance |
| 2018-03-18 |
update person_title Dustin J. DeMaio: Vice President - Head of Equity Trading; General Partner Dustin J. DeMaio / Vice President - Head of Equity Trading Chantal E. Decker => General Partner Chantal E. Decker / Senior Vice President - Compliance Dustin J. DeMaio; Senior Vice President - Head of Equity Trading |
| 2018-02-02 |
delete evp Leah M. Long |
| 2018-02-02 |
delete evp Richard A. Wells |
| 2018-02-02 |
delete evp T. Caldwell Calame |
| 2018-02-02 |
delete client AGL Resources |
| 2018-02-02 |
delete client Harte-Hanks, Inc. |
| 2018-02-02 |
update person_description Brian J. Pratt => Brian J. Pratt |
| 2018-02-02 |
update person_description Donald E. Cleven => Donald E. Cleven |
| 2018-02-02 |
update person_title Andrew J. Rosenberg: Co - Lead Analyst - International Equities; Lead Equity Analyst => General Partner; General Partner Brian J. Pratt / General Partner Andrew J. Rosenberg |
| 2018-02-02 |
update person_title Leah M. Long: Executive Vice President => General Partner; General Partner Leah M. Long / General Partner John G. Norman |
| 2018-02-02 |
update person_title Richard A. Wells: Executive Vice President => General Partner |
| 2018-02-02 |
update person_title T. Caldwell Calame: General Partner Martin L. Robinson / General Partner T. Caldwell Calame; Executive Vice President => General Partner; General Partner T. Caldwell Calame / General Partner Donald E. Cleven; General Partner Leah M. Long / General Partner John G. Norman |
| 2017-09-16 |
insert person Ben Singer-Scott |
| 2017-08-07 |
insert otherexecutives R. Clayton Albers |
| 2017-08-07 |
delete client Northeast Carpenters Benefit Funds |
| 2017-08-07 |
insert person R. Clayton Albers |
| 2017-05-23 |
delete client Alabama Children's Hospital |
| 2017-05-23 |
delete client New Jersey Carpenters Funds |
| 2017-05-23 |
delete person Michael Gardner |
| 2017-05-23 |
insert client Children's of Alabama |
| 2017-05-23 |
insert client Northeast Carpenters Benefit Funds |
| 2017-04-03 |
delete otherexecutives Kevin M. Roberts |
| 2017-04-03 |
delete person Kevin M. Roberts |
| 2017-02-04 |
delete person Dennis Tong |
| 2017-01-07 |
update person_title Donald E. Cleven: General Partner Darrin R. Witt / General Partner Donald E. Cleven; Executive VP - Head of Small Cap => General Partner - Head of Small Cap Brian J. Pratt / General Partner Darrin R. Witt; General Partner Donald E. Cleven / General Partner - Head of Small Cap Bradley S. Fisher |
| 2016-11-20 |
insert person Brandon S. Smith |
| 2016-10-19 |
update person_description Wesley S. Stoltz => Wesley S. Stoltz |
| 2016-08-24 |
delete client Schindler Elevator Corporation |
| 2016-07-27 |
delete address 301 South College Street
Suite 2920
Charlotte, NC 28202 |
| 2016-07-27 |
delete client Catholic Foreign Mission Society of America |
| 2016-07-27 |
delete person Andrew D. Jones |
| 2016-07-27 |
insert address 301 South College Street
Suite 3800
Charlotte, NC 28202 |
| 2016-07-27 |
update primary_contact 301 South College Street
Suite 2920
Charlotte, NC 28202 => 301 South College Street
Suite 3800
Charlotte, NC 28202 |
| 2016-04-23 |
insert client Bronson Health Care |
| 2016-04-23 |
insert client Hurley Medical Center |
| 2016-03-04 |
update person_title Dustin J. DeMaio: General Partner Dustin J. DeMaio / Head of Equity Trading Chantal E. Decker; Head of Equity Trading => Vice President - Head of Equity Trading; General Partner Dustin J. DeMaio / Vice President - Head of Equity Trading Chantal E. Decker |
| 2016-01-08 |
delete person Paul M. VeZolles |
| 2016-01-08 |
insert person Joseph E. Linz |
| 2016-01-08 |
update person_title Brian J. Pratt: Co - Lead Equity Analyst => General Partner; General Partner Darrin R. Witt / General Partner Donald E. Cleven |
| 2015-11-07 |
update robots_txt_status www.wedgecapital.com: 404 => 200 |
| 2015-10-10 |
insert person J. Andrew Hamlin Jr. |
| 2015-09-12 |
insert otherexecutives Kevin M. Roberts |
| 2015-09-12 |
delete person Amy R. Priebe |
| 2015-09-12 |
insert person Kevin M. Roberts |
| 2015-08-14 |
delete svp Katie L. Cihal |
| 2015-08-14 |
delete person Katie L. Cihal |
| 2015-08-14 |
insert person Andrew D. Jones |
| 2015-06-03 |
update person_title John E. Flinn: Analyst - International Equities => Co - Lead Analyst - International Equities |
| 2015-06-03 |
update person_title Orton Chen: Analyst - International Equities; Senior Equity Analyst => Co - Lead Analyst - International Equities; Senior Equity Analyst |
| 2015-03-07 |
insert person Donald E. Cleven |
| 2015-02-07 |
delete client New York Stock Exchange |
| 2015-02-07 |
update person_title Andrew J. Rosenberg: Equity Analyst => Lead Equity Analyst; Senior Equity Analyst |
| 2015-02-07 |
update person_title Brian H. Whisnant: Equity Analyst => Senior Equity Analyst; Equity Analyst |
| 2015-02-07 |
update person_title Brian J. Pratt: General Partner; Senior Equity Analyst => Co - Lead Equity Analyst; General Partner |
| 2015-02-07 |
update person_title Jason T. Boles: Senior Equity Analyst; Equity Analyst => Co - Lead Equity Analyst; Senior Equity Analyst |
| 2015-02-07 |
update person_title Michael D. Ritzer: Equity Analyst => Senior Equity Analyst; Equity Analyst |
| 2014-10-29 |
insert about_pages_linkeddomain union.co |
| 2014-10-29 |
insert client_pages_linkeddomain union.co |
| 2014-10-29 |
insert contact_pages_linkeddomain union.co |
| 2014-10-29 |
insert index_pages_linkeddomain union.co |
| 2014-10-29 |
insert management_pages_linkeddomain union.co |
| 2014-10-29 |
insert person Christopher Lewis |
| 2014-10-29 |
insert person Dennis Tong |
| 2014-10-29 |
insert terms_pages_linkeddomain union.co |
| 2014-09-23 |
update person_title Stephen Ho: Analyst - International Equities => Analyst - International Equities; Equity Analyst |
| 2014-07-12 |
delete person Marc A. Soloway |
| 2014-07-12 |
update person_description Wesley S. Stoltz => Wesley S. Stoltz |
| 2014-04-17 |
delete person Gary S. Cotler |
| 2014-03-13 |
update person_title Chantal E. Decker: Vice President - Compliance; Assistant Vice President - Compliance => Vice President - Compliance |
| 2014-03-13 |
update person_title Dustin J. DeMaio: Equity Trader; General Partner Katie L. Cihal / Senior Vice President Dustin J. DeMaio => General Partner Katie L. Cihal / Senior Vice President Dustin J. DeMaio; Head of Equity Trading |
| 2014-02-04 |
update person_title Darrin R. Witt: Senior Equity Analyst => General Partner Paul M. VeZolles / General Partner Darrin R. Witt; General Partner |
| 2013-12-10 |
insert person Amy R. Priebe |
| 2013-12-10 |
insert person Chantal E. Decker |
| 2013-12-10 |
insert person John E. Flinn |
| 2013-12-10 |
insert person Orton Chen |
| 2013-12-10 |
insert person Stephen Ho |
| 2013-10-13 |
insert client Schindler Elevator Corporation |
| 2013-05-31 |
update website_status OK => ServerDown |
| 2013-05-10 |
update person_description Andrew J. Rosenberg => Andrew J. Rosenberg |
| 2013-05-10 |
update person_description Marc A. Soloway => Marc A. Soloway |
| 2013-04-15 |
delete person J. Scott Jeffords |
| 2013-03-09 |
delete person Sean O'Malley |
| 2013-03-09 |
update person_title Brian J. Pratt |