| Date | Description |
|---|
| 2024-03-31 |
delete vp Michelle R. Neber |
| 2024-03-31 |
delete person John Gorrell |
| 2024-03-31 |
delete person Michelle R. Neber |
| 2024-03-31 |
delete person Ronald Cato |
| 2024-03-31 |
delete source_ip 172.67.71.48 |
| 2024-03-31 |
delete source_ip 104.26.10.249 |
| 2024-03-31 |
delete source_ip 104.26.11.249 |
| 2024-03-31 |
insert source_ip 172.67.68.71 |
| 2024-03-31 |
insert source_ip 104.26.12.142 |
| 2024-03-31 |
insert source_ip 104.26.13.142 |
| 2024-03-31 |
update person_title Adrian Helfert: Senior Vice President, Chief Investment Officer, Multi - Asset Portfolios => Chief Investment Officer, Alternative & Multi - Asset Investments |
| 2023-10-03 |
delete svp Grant L. Taber |
| 2023-10-03 |
delete person David Linton |
| 2023-10-03 |
delete person Grant L. Taber |
| 2023-08-26 |
delete chieflegalofficer John Ehinger |
| 2023-08-26 |
delete coo J. Porter Montgomery |
| 2023-08-26 |
delete svp John Ehinger |
| 2023-08-26 |
insert coo Fabian Gomez |
| 2023-08-26 |
insert otherexecutives Jordan Latimer |
| 2023-08-26 |
delete person Christopher J. Guptill |
| 2023-08-26 |
delete person J. Porter Montgomery |
| 2023-08-26 |
delete person John Ehinger |
| 2023-08-26 |
delete person Justin Mourning |
| 2023-08-26 |
delete person Matt Grandits |
| 2023-08-26 |
delete source_ip 172.67.133.227 |
| 2023-08-26 |
delete source_ip 104.21.25.85 |
| 2023-08-26 |
insert person Jordan Latimer |
| 2023-08-26 |
insert person Ricardo L. Cortez |
| 2023-08-26 |
insert phone +1 (214) 624-9590 |
| 2023-08-26 |
insert phone +1 (214) 624-9596 |
| 2023-08-26 |
insert phone +1 (214) 624-9609 |
| 2023-08-26 |
insert phone +1 (214) 624-9613 |
| 2023-08-26 |
insert phone +1 (214) 624-9620 |
| 2023-08-26 |
insert phone +1 (214) 750-2278 |
| 2023-08-26 |
insert phone +1 (214) 750-2294 |
| 2023-08-26 |
insert phone +1 (214) 756-6377 |
| 2023-08-26 |
insert phone +1 (214) 756-6900 |
| 2023-08-26 |
insert phone +1 (214) 756-6943 |
| 2023-08-26 |
insert phone +1 (713) 683-7070 |
| 2023-08-26 |
insert source_ip 172.67.71.48 |
| 2023-08-26 |
insert source_ip 104.26.10.249 |
| 2023-08-26 |
insert source_ip 104.26.11.249 |
| 2023-08-26 |
update person_title Adrian Helfert: Senior Vice President, Chief Investment Officer, Multi - Asset; Member of the Executive Leadership Team => Senior Vice President, Chief Investment Officer, Multi - Asset Portfolios |
| 2023-08-26 |
update person_title Fabian Gomez: President; Member of the Executive Leadership Team => Chief Operating Officer; President; Member of the Executive Leadership Team |
| 2023-08-26 |
update person_title Kenneth R. Nostro: Senior Vice President, Institutional Sales and Client Service; Member of the Executive Leadership Team => Senior Vice President, Head of Client Relations |
| 2023-08-26 |
update person_title Richard P. Damico: Broadmark Portfolio Manager & Head of Trading => Broadmark CIO, Senior Portfolio Manager |
| 2023-05-22 |
delete chieflegalofficer Julie K. Gerron |
| 2023-05-22 |
delete svp Julie K. Gerron |
| 2023-05-22 |
delete vp William Sheehan |
| 2023-05-22 |
insert chieflegalofficer John Ehinger |
| 2023-05-22 |
insert svp John Ehinger |
| 2023-05-22 |
delete person David McGanney |
| 2023-05-22 |
delete person Jacqueline L. Finley |
| 2023-05-22 |
delete person Julie K. Gerron |
| 2023-05-22 |
delete person Steven W. Paddon |
| 2023-05-22 |
delete person William Sheehan |
| 2023-05-22 |
insert person John Ehinger |
| 2023-03-05 |
insert svp John Palmer |
| 2023-03-05 |
delete address 430 W. 7th Street
Kansas City, MO 64105 |
| 2023-03-05 |
delete address P.O. Box 219009
Kansas City, MO 64121-9009 |
| 2023-03-05 |
delete email ck..@westwoodgroup.com |
| 2023-03-05 |
delete email we..@seic.com |
| 2023-03-05 |
delete person Charlie Kolean |
| 2023-03-05 |
delete phone 214.624.9627 |
| 2023-03-05 |
insert address 4221 N. 203rd Street, Suite 100
Elkhorn, NE 68022 |
| 2023-03-05 |
insert address P.O. Box 541150
Omaha, NE 68154 |
| 2023-03-05 |
insert person Brad Eisen |
| 2023-03-05 |
insert person Christopher J. Guptill |
| 2023-03-05 |
insert person Dan Hinds |
| 2023-03-05 |
insert person David Linton |
| 2023-03-05 |
insert person David McGanney |
| 2023-03-05 |
insert person Francis T. Mullen |
| 2023-03-05 |
insert person Greg Reid |
| 2023-03-05 |
insert person John Palmer |
| 2023-03-05 |
insert person Marianne Carter |
| 2023-03-05 |
insert person Parag Sanghani |
| 2023-03-05 |
insert person Richard P. Damico |
| 2023-03-05 |
insert person Ronald Cato |
| 2023-03-05 |
insert person Steven Blokdyk |
| 2023-03-05 |
insert person Ted Gardner |
| 2023-03-05 |
insert person Xifan Wang |