| Date | Description |
| 2022-02-25 |
delete ceo Clay Coneley |
| 2022-02-25 |
delete managingdirector Therese Surprenant |
| 2022-02-25 |
delete otherexecutives Craig Weiland |
| 2022-02-25 |
delete otherexecutives Jason Edgeworth CAIA |
| 2022-02-25 |
delete otherexecutives Michael De La Fuente |
| 2022-02-25 |
insert otherexecutives Chris Mohajer |
| 2022-02-25 |
insert otherexecutives Darryl Ventura |
| 2022-02-25 |
insert otherexecutives Jeff Sease |
| 2022-02-25 |
insert otherexecutives Louis Granger |
| 2022-02-25 |
insert otherexecutives Paige Graf |
| 2022-02-25 |
delete person Clay Coneley |
| 2022-02-25 |
delete person Craig Weiland |
| 2022-02-25 |
delete person Jason Edgeworth CAIA |
| 2022-02-25 |
delete person Michael De La Fuente |
| 2022-02-25 |
delete person Paige Lonquist |
| 2022-02-25 |
delete person Therese Surprenant |
| 2022-02-25 |
insert person Blake McTee |
| 2022-02-25 |
insert person Chris Mohajer |
| 2022-02-25 |
insert person Louis Granger |
| 2022-02-25 |
insert person Paige Graf |
| 2022-02-25 |
update person_description Gil Beer => Gil A. Beer |
| 2022-02-25 |
update person_title Darryl Ventura: Analyst => Analyst; Director |
| 2022-02-25 |
update person_title Jeff Sease: Associate => Associate; Director |