| Date | Description |
|---|
| 2023-10-10 |
delete source_ip 160.153.41.4 |
| 2023-10-10 |
insert source_ip 151.101.130.159 |
| 2023-10-10 |
update website_status FlippedRobots => OK |
| 2022-12-02 |
update website_status OK => FlippedRobots |
| 2022-09-29 |
insert person Dustin R. Evenson |
| 2022-06-25 |
delete person Jane L. Bryant |
| 2022-06-25 |
delete person Ketty K. Riley |
| 2022-03-23 |
delete person Larry H. Haslee |
| 2022-03-23 |
insert person Candice L. Kopca |
| 2022-03-23 |
update person_description Jay T. Dirienzo => Jay T. Dirienzo |
| 2022-03-23 |
update person_title Jay T. Dirienzo: Fixed Income Analyst at National Investment Services => Assistant; Assistant Portfolio Manager, Preferred Stock |
| 2021-12-20 |
insert person Jenny A. Notte |
| 2021-04-21 |
insert personal_emails ss..@nisi.net |
| 2021-04-21 |
insert email ss..@nisi.net |
| 2021-04-21 |
update person_description Stephen Smitley => Stephen J. Smitley |
| 2021-04-21 |
update person_title Stephen J. Smitley: Portfolio Manager, Municipals and Structured Products => Portfolio Manager; Portfolio Manager, Municipal and Structured Products |
| 2021-02-19 |
insert person Stephen Smitley |
| 2021-01-19 |
insert chiefinvestmentofficer Jason C. Berrie |
| 2021-01-19 |
delete address 1605 Main Street
Suite 606
Sarasota, FL 34236 |
| 2021-01-19 |
delete person Colleen F. Kenefick |
| 2021-01-19 |
delete person Linda M. Flynn |
| 2021-01-19 |
delete person Taylor S. Zick |
| 2021-01-19 |
delete person Tyler J. Pullen |
| 2021-01-19 |
delete phone (941) 361-2195 |
| 2021-01-19 |
update person_title Jason C. Berrie: Co - Chief Investment Officer at National Investment Services => Chief Investment Officer at National Investment Services; Chief Investment Officer |
| 2021-01-19 |
update person_title Jessica A. Lehrer: Lead Portfolio Analyst at National Investment Services => Operations Manager at National Investment Services; Operations Manager |
| 2021-01-19 |
update person_title Kent J. White: Co - Chief Investment Officer at National Investment Services => Senior Adviser |
| 2021-01-19 |
update person_title Kyle R. Olson: Portfolio Analyst; Portfolio Analyst at National Investment Services => Senior Portfolio Analyst at National Investment Services |
| 2020-10-07 |
insert personal_emails tp..@nisi.net |
| 2020-10-07 |
insert email tp..@nisi.net |
| 2020-10-07 |
insert person Thomas M. Price |
| 2020-08-08 |
delete address 1605 Main Street
Suite 904
Sarasota, FL 34236 |
| 2020-08-08 |
delete person Astrid L. Kouw |
| 2020-08-08 |
delete person Jason L. Reyes |
| 2020-08-08 |
insert address 1605 Main Street
Suite 606
Sarasota, FL 34236 |
| 2020-08-08 |
insert person Zachary C. Senske |
| 2020-05-03 |
update website_status DomainNotFound => OK |
| 2020-04-03 |
update website_status OK => DomainNotFound |
| 2020-02-02 |
insert person Richard J. Tauber |
| 2020-02-02 |
update person_description Jane L. Bryant => Jane L. Bryant |
| 2020-02-02 |
update person_title Jay T. Dirienzo: Portfolio Analyst => Fixed Income Analyst at National Investment Services |
| 2020-02-02 |
update person_title Matthew R. Brooks: Associate Director of Institutional Sales => Director of Institutional Sales at National Investment Services; Director, Institutional Sales |
| 2020-02-02 |
update website_status InternalTimeout => OK |
| 2019-12-03 |
update website_status OK => InternalTimeout |
| 2019-11-03 |
update person_description Matthew R. Brooks => Matthew R. Brooks |
| 2019-11-03 |
update person_title Lisa M. Platow: Portfolio Analyst => Senior Portfolio Analyst |
| 2019-11-03 |
update person_title Patricia A. Bloom: Portfolio Analyst => Senior Portfolio Analyst |
| 2019-09-03 |
insert person Mitchell J. Deuster |
| 2019-07-04 |
insert person Ketty K. Riley |
| 2019-07-04 |
insert person Lauren M. Janke |
| 2019-07-04 |
insert person Taylor S. Zick |
| 2019-07-04 |
update person_description Megan A. Kos => Megan A. Kos |
| 2019-06-03 |
delete person Christina M. Binkoski |
| 2019-06-03 |
insert person Megan A. Kos |
| 2019-05-04 |
update person_description Robert P. Brooks => Robert P. Brooks |
| 2019-02-22 |
delete person Alex Steger |
| 2019-02-22 |
delete person Kara L. Sandquist |
| 2019-02-22 |
delete person Robert H. Stovall |
| 2018-08-06 |
update person_title Christina M. Binkoski: Portfolio Analyst => Portfolio & Compliance Analyst |
| 2018-08-06 |
update person_title Lesly M. Barnes: Portfolio Manager; Portfolio Manager, Structured Products and Treasury => Portfolio Manager, Structured Products; Portfolio Manager |
| 2018-04-12 |
insert person Bart McCartin |
| 2018-02-28 |
delete vp Andrew J. Gruebling |
| 2018-02-28 |
delete management_pages_linkeddomain linkedin.com |
| 2018-02-28 |
update person_title Andrew J. Gruebling: Vice President; Director, Consultant Relations => Director of Consultant Relations |
| 2017-12-12 |
delete personal_emails ro..@aol.com |
| 2017-12-12 |
delete personal_emails ty..@nisi.net |
| 2017-12-12 |
insert personal_emails bs..@nisi.net |
| 2017-12-12 |
insert personal_emails mb..@nisi.net |
| 2017-12-12 |
insert personal_emails tp..@nisi.net |
| 2017-12-12 |
delete email co..@nisi.net |
| 2017-12-12 |
delete email lh..@nis.net |
| 2017-12-12 |
delete email ro..@aol.com |
| 2017-12-12 |
delete email ty..@nisi.net |
| 2017-12-12 |
insert email bs..@nisi.net |
| 2017-12-12 |
insert email ck..@nisi.net |
| 2017-12-12 |
insert email mb..@nisi.net |
| 2017-12-12 |
insert email sm..@nisi.net |
| 2017-12-12 |
insert email tp..@nisi.net |
| 2017-12-12 |
insert management_pages_linkeddomain linkedin.com |
| 2017-12-12 |
update person_description Matthew R. Brooks => Matthew R. Brooks |
| 2017-12-12 |
update robots_txt_status www.nisi.net: 404 => 200 |
| 2017-08-19 |
delete general_emails in..@nisi.net |
| 2017-08-19 |
delete email in..@nisi.net |
| 2017-08-19 |
delete source_ip 162.219.26.188 |
| 2017-08-19 |
insert source_ip 160.153.41.4 |
| 2017-04-30 |
delete service_pages_linkeddomain woodasset.com |
| 2017-02-13 |
delete cfo Jonathan B. Hoenecke |
| 2017-02-13 |
delete person Jonathan B. Hoenecke |
| 2016-08-17 |
insert person Kyle Olson |
| 2016-08-17 |
update person_title Christina M. Binkoski: Portfolio Administrator => Portfolio Analyst |
| 2016-08-17 |
update person_title Jay T. Dirienzo: Portfolio Administrator => Portfolio Analyst |
| 2016-08-17 |
update person_title Jessica A. Lehrer: Portfolio Administrator => Portfolio Analyst; Supervisor |
| 2016-08-17 |
update person_title Lisa M. Platow: Portfolio Administrator / National Investment Services, Inc.; Portfolio Administrator => Portfolio Analyst; Portfolio Analyst / National Investment Services, Inc. |
| 2016-08-17 |
update person_title Patricia A. Bloom: Portfolio Administrator => Portfolio Analyst |
| 2016-07-20 |
insert person Mike Fohr |
| 2016-07-20 |
update person_description Jessica A. Lehrer => Jessica A. Lehrer |
| 2016-07-20 |
update person_title Jessica A. Lehrer: Portfolio Administrator / National Investment Services, Inc.; Portfolio Administrator => Portfolio Administrator |
| 2016-06-21 |
insert cco Larry H. Haslee |
| 2016-06-21 |
delete email in..@nisi.net |
| 2016-06-21 |
insert person Bart McCartin |
| 2016-06-21 |
update person_description Bartlett J. McCartin III => Bartlett J. McCartin III |
| 2016-06-21 |
update person_description Dawn M. Giannini => Dawn M. Giannini |
| 2016-06-21 |
update person_description Janice R. Orr => Janice R. Orr |
| 2016-06-21 |
update person_description Jeffery F. Parker => Jeffery F. Parker |
| 2016-06-21 |
update person_description Larry H. Haslee => Larry H. Haslee |
| 2016-06-21 |
update person_description Lesly M. Barnes => Lesly M. Barnes |
| 2016-06-21 |
update person_description Mark R. Anderson => Mark R. Anderson |
| 2016-06-21 |
update person_description Vince S. Russo => Vince S. Russo |
| 2016-06-21 |
update person_title Bartlett J. McCartin III: Principal; Marketing / National Investment Services Inc.; Managing Partner => Principal; Managing Partner |
| 2016-06-21 |
update person_title Dawn M. Giannini: Director of Technology Services; Director of Technology Services / National Investment Services, Inc. => Director of Technology Services |
| 2016-06-21 |
update person_title Janice R. Orr: Chicago Office Manager; Executive Administrative Assistant => Executive Administrative Assistant - Chicago Office; Executive Administrative Assistant |
| 2016-06-21 |
update person_title Jeffery F. Parker: Portfolio Manager / National Investment Services, Inc.; Portfolio Manager - Preferred Stocks => Portfolio Manager - Preferred Stocks; Portfolio Manager |
| 2016-06-21 |
update person_title Jessica A. Lehrer: Portfolio Administrator; Portfolio Administrator / US Bank => Portfolio Administrator / National Investment Services, Inc.; Portfolio Administrator |
| 2016-06-21 |
update person_title Larry H. Haslee: CCO / National Investment Services, Inc.; Chief Compliance Officer => Chief Complience Officer; CCO; Chief Compliance Officer |
| 2016-04-10 |
delete person Jessica A. Konop |
| 2016-04-10 |
insert person Jay T. Dirienzo |
| 2016-04-10 |
insert person Jessica A. Lehrer |
| 2016-04-10 |
update person_description Linda M. Flynn => Linda M. Flynn |
| 2016-04-10 |
update person_description Mark R. Anderson => Mark R. Anderson |
| 2016-04-10 |
update person_description Patricia A. Bloom => Patricia A. Bloom |
| 2016-04-10 |
update person_description Scott O. Van Lith => Scott O. Van Lith |
| 2016-01-25 |
insert person Ray Caprio |
| 2015-08-01 |
delete person Janet S. Kube |
| 2015-08-01 |
update person_title Robert P. Brooks: NIS Chairman & CEO => NIS Chairman & CEO / Principal |
| 2015-05-29 |
insert person Alex Steger |
| 2015-05-29 |
insert person Christina M. Binkoski |
| 2015-05-29 |
insert person John W. Veternick |
| 2015-05-01 |
delete person Mat C. Lepak |
| 2015-04-03 |
delete cco Larry H. Haslee |
| 2015-04-03 |
insert email in..@nisi.net |
| 2015-04-03 |
update person_title Larry H. Haslee: CCO; Chief Compliance Officer => CCO / National Investment Services, Inc.; Chief Compliance Officer |
| 2015-03-06 |
insert service_pages_linkeddomain wsj.com |
| 2015-02-06 |
delete address 200 West Madison Street
Suite 2900
Chicago, IL 60606 |
| 2015-02-06 |
delete address Wood Asset Management
1605 Main Street
Suite 904
Sarasota, FL 34236 |
| 2015-02-06 |
delete index_pages_linkeddomain google.com |
| 2015-02-06 |
delete index_pages_linkeddomain woodasset.com |
| 2015-02-06 |
delete source_ip 69.24.66.72 |
| 2015-02-06 |
insert source_ip 162.219.26.188 |
| 2014-12-26 |
delete address 500 W Monroe Street
Suite 3850
Chicago, IL 60661 |
| 2014-12-26 |
insert address 200 West Madison Street
Suite 2900
Chicago, IL 60606 |
| 2014-09-14 |
delete index_pages_linkeddomain ti-am.com |
| 2014-07-08 |
update person_title Dawn M. Giannini: Information Technology Administrator => Director of Technology Services |
| 2014-03-19 |
delete cco Larry H. Haslee |
| 2014-03-19 |
delete cfo Larry H. Haslee |
| 2014-03-19 |
delete vp Larry H. Haslee |
| 2014-03-19 |
delete person Jason R. Welk |
| 2014-03-19 |
update person_title Larry H. Haslee: Vice President; CFO; CCO => Vice President, CFA, CFO & CCO |
| 2014-01-14 |
insert general_emails in..@nisi.net |
| 2014-01-14 |
delete associated_investor Asset Management Company |
| 2014-01-14 |
delete index_pages_linkeddomain boydwatterson.com |
| 2014-01-14 |
delete management_pages_linkeddomain boydwatterson.com |
| 2014-01-14 |
delete management_pages_linkeddomain ti-am.com |
| 2014-01-14 |
delete management_pages_linkeddomain woodasset.com |
| 2014-01-14 |
delete person Kim M. Konopacki |
| 2014-01-14 |
insert address 500 W Monroe Street
Suite 3850
Chicago, IL 60661 |
| 2014-01-14 |
insert address 777 E Wisconsin Avenue
Suite 2350
Milwaukee, WI 53202 |
| 2014-01-14 |
insert address Wood Asset Management
1605 Main Street
Suite 904
Sarasota, FL 34236 |
| 2014-01-14 |
insert email in..@nisi.net |
| 2014-01-14 |
insert index_pages_linkeddomain google.com |
| 2014-01-14 |
insert person Campbell Newman |
| 2014-01-14 |
insert person Lisa M. Platow |
| 2014-01-14 |
insert phone (941) 361-2195 |
| 2013-05-31 |
delete person Jennifer C. Gabel |
| 2013-05-31 |
delete person Paige S. Nellis |
| 2013-05-31 |
update person_title Robert P. Brooks: Titanium CEO / NIS Chairman & CEO => Chairman of Titanium |
| 2013-04-15 |
delete address P.O. Box 3110
Milwaukee,WI 53201-3110 |
| 2013-04-15 |
delete fax 414-765-1999 |
| 2013-04-15 |
insert address 777 East Wisconsin Avenue
Suite 2350
Milwaukee, WI 53202 |
| 2013-04-15 |
insert fax 414-765-1998 |