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* THE VALUE IS THE MARKET VALUE AS OF THE LAST DAY OF THE QUARTER FOR WHICH THE 13F WAS FILED.
FUND | NUMBER OF SHARES | VALUE ($) | PUT OR CALL |
---|
DIRECTORS | AGE | BIO | OTHER DIRECTOR MEMBERSHIPS |
---|---|---|---|
Toni Townes-Whitley has served as CEO of SAIC since October 2023. SAIC is a $7.5 billion government technology firm that serves the U.S. national defense and civilian government agencies. Ms. Townes-Whitley previously was President of U.S. Regulated Industries at Microsoft from July 2018 to September 2021, where she led the company’s U.S. sales strategy for driving digital transformation across customers and partners within the public sector and commercial regulated industries. Prior to this, Ms. Townes-Whitley was Corporate VP for Global Industry at Microsoft, a role she held since 2015. Before starting with Microsoft, Ms. Townes-Whitley worked for CGI Corporation, an information technology and business consulting services firm, from 2010 to 2015. During her tenure at CGI, Ms. Townes-Whitley held the positions of President and Chief Operating Officer from 2012 to 2015 and SVP, Civilian Agency Programs from 2010 to 2012. From 2002 to 2010, Ms. Townes-Whitley held various senior leadership positions at Unisys Corporation, a global information technology company that provides a portfolio of information technology services, software, and technology. | |||
Thomas A. Kloet was the first CEO and Executive Director of TMX Group Limited, the holding company of the Toronto Stock Exchange, TSX Venture Exchange, Montreal Exchange, Canadian Depository for Securities, Canadian Derivatives Clearing Corporation, and BOX Options Exchange, from 2008 to 2014. Previously, he served as CEO of the Singapore Exchange and as a senior executive at Fimat USA (a unit of Société Générale), ABN AMRO, and Credit Agricole Futures, Inc. He also served on the boards of CME and various other exchanges worldwide. Mr. Kloet is a CPA and a member of the AICPA. | |||
Career Highlights Alfred W. Zollar was an Executive Advisor with Siris Capital Group, LLC from March 2021 to November 2024. Previously, he was an Executive Partner since February 2014. Mr. Zollar retired from IBM in January 2011 following a 34-year career. Mr. Zollar was formerly general manager of IBM Tivoli Software from July 2004 until January 2011, where he was responsible for the executive leadership, strategy, and P&L of Tivoli Software. Previously, Mr. Zollar was general manager, IBM iSeries, where he was responsible for the executive leadership, strategy, and P&L of the iSeries (formerly AS/400) server product line. Prior to that, he held senior management positions in each of IBM’s diverse software businesses, including general manager of IBM Lotus Software. Impact on Board ● Career technologist with skills in product development, customer satisfaction, and strategy ● Broad leadership experience, including senior management positions in every IBM software group division ● Extensive service on the boards of several large public companies Select Professional and Community Contributions ● Director of EL Education ● Director of the Eagle Academy Foundation ● Trustee of the UC San Diego Foundation ● Lifetime Member of the National Society of Black Engineers ● Member of the Executive Leadership Council Current Public Company Boards ● International Business Machines Corporation: Directors and Corporate Governance Committee ● BNY: Risk Committee, Technology Committee (Chair) Other Public Company Boards in the Past Five Years ● Public Service Enterprise Group Incorporated | |||
Michael R. Splinter was elected Lead Independent Director effective January 1, 2023. Mr. Splinter served as Chairman of Nasdaq’s Board from May 2017 to December 2022. He is a business and technology consultant and the co-founder of WISC Partners, a regional technology venture fund. He served as Executive Chairman of the Board of Directors of Applied Materials, a leading supplier of semiconductor equipment, from 2009 until he retired in June 2015. At Applied Materials, he was CEO from 2003 to 2013. An engineer and technologist, Mr. Splinter is a 40-year veteran of the semiconductor industry. Prior to joining Applied Materials, Mr. Splinter was an executive at Intel Corporation. | |||
Melissa M. Arnoldi has been the EVP and General Manager for Business Solutions with P&L responsibility for AT&T’s $33 billion Business Solutions portfolio since July 2024. AT&T Business serves nearly 2.5 million business customers around the globe across private and government sectors, including nearly all Fortune 1000 companies. In her prior role, from August 2021 to June 2024, Ms. Arnoldi was the Chief Customer Officer for AT&T Consumer, leading field technician and contact center teams that supported 180 million annual customer interactions. She was also responsible for Billing Operations, Fraud, and Compliance. From September 2018 to July 2021, she served as the CEO of Vrio Corp., a multibillion-dollar AT&T digital entertainment services company in Latin America with more than 9,000 employees across 11 countries during her tenure. Prior to that, Ms. Arnoldi served in various capacities at AT&T Inc. since 2008. This included President of Technology & Operations where she was responsible for the company’s global technology, software development, supply chain, network and cybersecurity operations and chief data office, as well as AT&T’s Intellectual Property group, Labs and Foundries. Before joining AT&T, Ms. Arnoldi was a senior executive at Accenture from 1996 to 2008. | |||
Kathryn A. Koch has served as President and Chief Executive Officer of The TCW Group, Inc., a leading global asset management firm, since February 2023. In her role, she is responsible for the strategic direction and overall day-to-day management of TCW. Ms. Koch also serves as a member of TCW’s Board of Directors. Prior to joining TCW, Ms. Koch spent 20 years with Goldman Sachs in the Asset Management Division, where she was a Partner and a member of the Asset Management Division’s Executive Committee. From January 2022 through February 2023, Ms. Koch served as Chief Investment Officer of the $300 billion Public Equity business, and from 2017 through January 2022, she was Co-Head of the Fundamental Equity business. Previously, she was based in London for 10 years where she held several leadership roles including Head of the Multi-Asset Solutions business internationally. | |||
Johan Torgeby President and CEO, Skandinaviska Enskilda Banken (SEB) Age: 50 Director Since: 2022 Independent Sweden Committee Membership ● Finance (Chair) | |||
Jeffery W. Yabuki has served since January 2024 as Chairman and CEO of InvestCloud, a global provider of wealth and asset management solutions, as well as since September 2021 as Chairman and Founding Partner of Motive Partners, a next-generation investment firm focused on technology-enabled companies that power the financial services industry. He previously served as the CEO of Fiserv, Inc., a global leader in financial services and payments technology, from December 2005 to December 2020. From 2005 to June 2019, Mr. Yabuki served as a member of the Board of Directors of Fiserv and from July 2019 to June 2020 as the Executive Chairman of the Board of Directors. Before joining Fiserv, Mr. Yabuki served as EVP and Chief Operating Officer for H&R Block, Inc., a financial services firm, from 2002 to 2005. From 2001 to 2002, he served as EVP of H&R Block and from 1999 to 2001, he served as the President of H&R Block International. From 1987 to 1999, Mr. Yabuki held various executive positions with American Express Company, a financial services firm, including President and CEO of American Express Tax and Business Services, Inc. | |||
Holden Spaht has served as a Managing Partner at Thoma Bravo, one of the largest software-focused investors in the world, since November 2013. Mr. Spaht is responsible for leading the firm’s application software strategy, with a specific focus on the financial technology, e-commerce, education, and office of the CFO spaces, among other sectors. He also serves on the investment committees for all Thoma Bravo funds and on the boards of directors of several software and technology service companies in which certain investment funds advised by Thoma Bravo hold an investment. He joined Thoma Bravo in 2005 and has played a key role in the firm’s growth and success in software private equity. He began his career as an Analyst at Morgan Stanley in New York and subsequently held Analyst and Associate roles at Thomas H. Lee Partners in Boston and Morgan Stanley in London and San Francisco. | |||
Essa Kazim Governor, Dubai International Financial Centre Age: 66 Director Since: 2008 Independent United Arab Emirates Committee Membership ● Finance | |||
Charlene T. Begley served in various capacities for the General Electric Company, a diversified infrastructure and financial services company, from 1988 to 2013. Ms. Begley served in a dual role as SVP and CIO, as well as President and CEO of GE’s Home and Business Solutions, from January 2010 to December 2012. Previously, Ms. Begley served as President and CEO of GE’s Enterprise Solutions from 2007 to 2009. At GE, Ms. Begley served as President and CEO of GE Plastics and GE Transportation. She also led GE’s corporate audit staff and served as CFO for GE Transportation and GE Plastics Europe and India. | |||
Alfred W. Zollar was an Executive Advisor with Siris Capital Group, LLC from March 2021 to November 2024. Previously, he was an Executive Partner since February 2014. Mr. Zollar retired from IBM in January 2011 following a 34-year career. Mr. Zollar was formerly general manager of IBM Tivoli Software from July 2004 until January 2011, where he was responsible for the executive leadership, strategy, and P&L of Tivoli Software. Previously, Mr. Zollar was general manager, IBM iSeries, where he was responsible for the executive leadership, strategy, and P&L of the iSeries (formerly AS/400) server product line. Prior to that, he held senior management positions in each of IBM’s diverse software businesses, including general manager of IBM Lotus Software. |
Name and Principal
Position |
Year | Salary ($) |
Bonus
($) 1 |
Stock
Awards ($) 2 |
Option
Awards ($) 3 |
Non-Equity
Incentive Plan Compensation ($) 4 |
All Other
Compensation ($) 5 |
Total ($) | ||||||||||
Adena T. Friedman |
2024 | $1,250,000 | — | $15,213,813 | — | $5,009,927 | $44,430 | $21,518,170 | ||||||||||
Chair and CEO |
2023 | $1,250,000 | — | $12,551,660 | — | $4,653,812 | $43,280 | $18,498,752 | ||||||||||
2022 | $1,250,000 | — | $12,378,830 | $9,999,975 | $4,372,748 | $43,752 | $28,045,305 | |||||||||||
Sarah Youngwood EVP and CFO |
2024 | $700,000 | — | — | — | $1,906,073 | $19,085 | $2,625,158 | ||||||||||
2023 | $43,077 | $500,000 | $10,863,114 | — | $125,000 | $15,000 | $11,546,191 | |||||||||||
Tal Cohen |
2024 | $700,000 | $200,000 | $4,681,154 | — | $1,644,323 | $20,700 | $7,246,177 | ||||||||||
President |
2023 | $698,077 | — | $2,413,740 | — | $1,338,959 | $19,800 | $4,470,576 | ||||||||||
2022 | $586,539 | — | $5,488,332 | — | $1,420,551 | $18,300 | $7,513,722 | |||||||||||
P.C. Nelson Griggs |
2024 | $700,000 | — | $4,681,154 | — | $2,380,980 | $20,700 | $7,782,834 | ||||||||||
President |
2023 | $698,077 | — | $2,413,740 | — | $1,263,829 | $19,800 | $4,395,446 | ||||||||||
2022 | $593,269 | — | $5,466,064 | — | $1,290,492 | $18,300 | $7,368,125 | |||||||||||
Bradley J. Peterson |
2024 | $650,000 | — | $3,510,846 | — | $1,346,633 | $34,959 | $5,542,438 | ||||||||||
EVP and CIO/CTO |
2023 | $650,000 | — | $2,413,740 | — | $1,282,625 | $33,855 | $4,380,220 | ||||||||||
2022 | $625,000 | — | $5,466,064 | — | $1,259,192 | $37,955 | $7,388,211 | |||||||||||
Brendan Brothers 6 |
2024 | $500,000 | — | $4,696,648 7 | — | $1,073,685 | $30,000 | $6,300,333 | ||||||||||
Former EVP and Head of Financial
|
2023 | $419,523 | — | $1,459,255 | — | $3,320,782 | $24,270 | $5,223,830 |
Customers
Customer name | Ticker |
---|---|
Terex Corporation | TEX |
No Suppliers Found
Price
Yield
Owner | Position | Direct Shares | Indirect Shares |
---|---|---|---|
Borse Dubai LTD | - | 58,341,500 | 0 |
Argus Seller, LP | - | 42,804,200 | 0 |
FRIEDMAN ADENA T | - | 1,906,980 | 73,500 |
FRIEDMAN ADENA T | - | 1,672,320 | 73,500 |
SPLINTER MICHAEL R | - | 204,559 | 10,545 |
Griggs PC Nelson | - | 195,821 | 0 |
Tal Cohen | - | 193,306 | 0 |
BLACK STEVEN D | - | 144,469 | 0 |
Peterson Bradley J | - | 131,075 | 0 |
Zecca John | - | 113,263 | 0 |
Zecca John | - | 103,721 | 0 |
Tal Cohen | - | 102,295 | 0 |
SKULE JEREMY | - | 99,595 | 0 |
SKULE JEREMY | - | 94,155 | 0 |
Youngwood Sarah | - | 89,541 | 0 |
Smith Bryan Everard | - | 61,980 | 0 |
Youngwood Sarah | - | 59,694 | 0 |
DENNISON ANN M | - | 59,359 | 0 |
Brothers Brendan | - | 48,860 | 0 |
Smith Bryan Everard | - | 48,083 | 0 |
KLOET THOMAS A | - | 27,456 | 68,709 |
Torgeby Johan | - | 26,209 | 0 |
YABUKI JEFFERY W | - | 13,740 | 60 |
Daly Michelle Lynn | - | 12,423 | 0 |
Daly Michelle Lynn | - | 10,731 | 0 |
SPAHT PAUL HOLDEN JR. | - | 3,001 | 0 |