| Owner | Title | From | %Ownership |
|---|---|---|---|
| Osterweis, John, Steven | Chairman | 05/2016 | < 5% |
| Osterweis Revocable Trust, U/a/dated 09/13/1993 | Shareholder | 01/1994 | 10-25% |
| Osterweis, John, Steven | Trustee, Osterweis Revocable Trust | 01/1994 | < 5% |
| Tavernetti, John, Foxon | Chief Compliance Officer | 01/2005 | < 5% |
| Hermanski, Gregory, Scott | Trustee, Hermanski Family Trust | 01/2004 | < 5% |
| Carl Kaufman & Martha Angove Revocable Trust | Shareholder | 01/2004 | 10-25% |
| Kaufman, Carl, Philip | Trustee, Carl Kaufman & Martha Angove Revocable Trust | 01/2004 | < 5% |
| Angove, Martha, Elizabeth | Trustee, Carl Kaufman & Martha Angove Revocable Trust | 01/2004 | < 5% |
| Halberstadt, Catherine | Co-ceo and Co-president | 04/2017 | < 5% |
| Hermanski Family Trust | Shareholder | 01/2004 | 5-10% |
| Hermanski, Rebecca, Dawn | Trustee, Hermanski Family Trust | 01/2004 | < 5% |
| Chang, Sarah | Trustee, Eubanks/chang Family Trust | 01/2017 | < 5% |
| Eubanks, Shawn, Michael | Trustee, Eubanks/chang Family Trust | 01/2017 | < 5% |
| Eubanks/chang Family Trust | Shareholder | 01/2017 | 5-10% |
| Ocm Stock Holdings, LLC | Shareholder | 01/2017 | 5-10% |
| Kane Family Trust DTD 6/27/2005 | Shareholder | 01/2018 | 5-10% |
| Kane, Bradley, Morgan | Trustee, Kane Family Trust DTD 6/27/2005 | 01/2018 | < 5% |
| Kane, Rachel, Zenner | Trustee, Kane Family Trust DTD 6/27/2005 | 01/2018 | < 5% |
| Kaufman, Carl, Philip | Co-ceo and Co-president | 04/2017 | < 5% |
| Halberstadt, Catherine | Shareholder | 01/2018 | 5-10% |
| Coleman, John, Scott | Director | 04/2022 | < 5% |
| Maclellan, John, Stephen | Director | 04/2022 | < 5% |
| Manchuck, Craig, Leonard | Shareholder | 05/2022 | 5-10% |
