EFTA01436615.pdf

Research List First Last Email Paul/Stew Keep? SPG Approval Name Relationship Reference Arun Alagappan Paul Y A26" ".6826" "6C2=Arun Alagappan arun@a t-ny.com Ala•a an Arun Y Paul N A36" "M336" "6C3=Yosi Amster -- y Maksim Altmark Y A46" ".0346" %C4=Maksim Altmark ma1333 MRIMMIWIMMOMOMMIfteorgetown Frohman Anderson Stew Y A56" "M356" "6C5=Frohman Anderson David Paul N A66" "M366" "6C6=David Angstreich Russell Artzt N A76" "6B76" %C7=Russell Artzt russell M il ikr. giLatavanich Paul N ASS" ".5B86" "6C8= Todd Angkatavanich -- Gre•or Attorri A96" "M396" "6C9=Gregory Attorri Andy Augenblick Paul N A106" "6B10.6" "SC 10=Andy Augenblick Dill Ayres Alla" ".5B116" w&C11=Dill Ayres -- [email protected] To Stew Al2&" "6B126" %C12=Tony Annino - Montrone, Paul Stew A136" "6B13.6" ".&C13=Eric Attias eric.a John Barber Paul N A146" "6B146" %C14=John Barber - M-itchell Barr Paul A15.6" "6B156" %C15=Mitchell Barr Y J Stew A16.6" "6B166" %C16=John Bailey - Investors LLC Sam Ba Stew A17.6" w&B176" %C17=Sam Bakhshand ehpour -- Bakhshandehpour, Sam Harry Be er Paul N A186" "6B18.0 ".5C18=Harry Beller -- harry Paul A196" "6B19.0 -- ".4C19=William Berkman -- bb Ajay Bhalla Paul A206" "6B20.0 -- "m5C20=Ajay Bhalla ajay@s grai Stew N A21.0 "6B216" -- %C21=Eyal Bilgrai Paul A226" "6B22.0 -- ".4C22=Russell Blank -- russ Paul N A23.6" "6B236" %C23=Brian Blechma aul A246" "6B24.6" ".4C24=Neil Blechman -- nsb2 Ross Paul N A25.6" w&B256" %C25=Ross Blechman Steven Blicht Paul N A266" ".6B266" w&C26=Steve n Blicht Stew A276" "6B27.0 ".5C27=Mike Barry -- hij 3arri Robert Bastone Stew A28&" w&B286" %C28=Robert Baston Spruce Private Investors LLC Barry Bloom Paul Y A296" ".5B296" w&C29=Barry Bloom -- t Tisch Fames Chris Boles Stew Y A306" "6B30.5" ".4C30=Chris Boies Boles Family Jonathon Botwinick Paul A316" ".6B316" "6C31=Jonat hon Botwinick -- Gerschel, Patrick Cary Brody Paul A326" ".&B326° w&C32=Cary Brody -- Lard Paul A336" %B336" "6C33=Lara Brody -- Stanley Stew Y A34&" m6B346" %C34=Stanley Bould sbo 9 ander Partners Louis Cailoa Paul A356" %B356" w&C35=Louis Cailoa om Brad Briner Stew A36&" w&B366" %C36=Brad Briner - sors Char es Br tton Paul A37.6" mm337s" %C37=Charles Britt on -- 1 Office Adrein Paul N A386" ".6B386" "6C38=Adrei nne Cannella -- Stew A396" "6B39.0 ".5C39=Roger Bulloch roge och Stew Y A406" "6B40.0 ".4C40=Rob Cain -- rob@cfmof fice.com CFM EFTA01436615 Darren Campf Stew A41&" "&841&" -- u&C41=Darren Campf dcamp iBbrightwv.com Bright Grou Scott Carpen Stew Y A42&" "&B42&" "&C42=Scott Carpenter -- om Richard Caruso tew Y A43&" "&8434," - $4,C43=Richard Caruso -- RCa Paul N A44&" "&8444," - u&C44=Michael Cline -- mcli Paul N A45&" "&845O "&C45=Gail Coleman Caro ne Paul N A46&" "&8464," u&C 46=Caroline Con Amber Caska A47&" "&847&" - "4C47=Amber Caska acaska @hillspire.com David Cooper Paul N A48&" "&848O m&C4B=David Cooper Milton Cooper Paul N A49&" %EAU" - "4C49=Milton Cooper -- mcoo Jeffrey Coopersmith Paul N 7450&" "&850O m&C50=Jeffrey Coope rsmith Paul N A51&" m&B51&" - u&C51=Lou Cortese -- loucor Stew Y A52&" m&B52au - u&C52=Chuck Chai cchai@h Schmidt, Eric Jonathan Crystal Paul N A53&" "&B53&" "&C53=Jonat han Crystal -- Lois Clarke Y A54&" "&854au u&C54=Lois Clarke -- lclark [email protected] Andrew Lev Stew Y A55&" m&B55&" u&C55=Andrew Levy -- andrew Paul N A56&" m&B56&" u&C56=David Deutsch -- dnde Paul Y A57&" %HSU" u&C57=Curtis Conway -- crco Thomas Danz Paul 7458&" "&BSS&" m&C5B=Thomas Danzig er -- Whit Stew Y A59&" "&859O "&C59=Whit Davis -- Paul N A60&" "&860&" -- u&C60=Brooks Duncan -- broo John Diederich Stew Y A61&" "&861&" u&C 61=John Diederich -- Gar Dilella Ste A62&" "&862O "&C62=Gary Dilella Pamela Ehrenkranz Paul A63&" "&863O "&C63=Pamela Ehrenk ranz -- Erin nrig Stew A64&" "&864O "&C64=Erin Enright Stu Stew A65&" "&865O "&C65=Stuart Essig Charles Falk Paul N A66&" "&866&" u&C66=Charles Falk -- cefal Christopher Donabedian Paul Y A67&" "&B67&" "&C67=Chris topher Donabedian -- Winston Advisors L•. Paul N A68&" "&868O m&C6B=Lonnie Fine - Paul Y A69O "&869&" $4,C69=Kristen Dzialga kd Kristen & Mark Paul N A70&" "&870O m&C70=John Fitzgibb Stew Y A714," "&871O "&C71=Steve Edwards Ton Ehin er Stew Y A72&" "&B72&" a&C72=Tony Ehinger tonye h Howard Ellin Stew Y A73&" "M1O3O "&C73=Howard Ellin Ellin, Howard Marcus pprec Stew Y A74&" "MEOW' u&C 74=Marcus Epprecht -- Andrew Farkas Paul Y A75&" "MEOW' u&C75=Andrew Farkas -- afar •tats erguson Stew Y A76&" "MEOW' u&C76=Matt Ferguson -- mat Jonathan Fischer Stew Y A77&" "&B77&" "&C77=Jonat han Fischer -- Christopher Paul N A78O "&B78&" "&C78=Chris topher Goldberg Robert Fors the Stew Y A79&" "&879O "&C79=Robert Forsyt he -- Kevin Foster tew Y A80&" m&B804," u&C80=Kevin Foster -- kevin EFTA01436616 Kevin Foster Y A8101 "fiB81&" - - "&C81=Kevin Foster -- kevin net Stew A82&" o&8820 "&C82=Annette Franq Forrestal Capital Peter Gaslow Paul All3&" o&8830 "&C83=Peter Gaslow as ow Lawrence Bruce Gross Paul A84&• %B84&" - "&C84=Bruce Gross -- bruce. o•er • alter Paul N A85.6" o&8850 -- "&C85=Robert Haier Davi• Ha lw Paul N A86&" o&8860 - "&C86=David Halliwi 11 -- Ira Paul N A876" "&B87&" w&C87=Ira H alperin -- Edouard Gerschel Paul A88&" ▪ &B886" - "&C88=Edouard Gersc hel -- Gerschel, Patrick Ari G ass Paul A8901 %B89&" - "&C89=Ari Glass -- AGlass@b Paul N A90&" °&B906" "&C90=Daniel Heflin Paul Y A91&" o &8910 "&C91=Rich Gold -- Genera Atlantic Family Office Stanley Gold Stew Y A9201 "6B92&" -- "&C92=Stanley Gold -- amroc Paul N A93&" °&8930 "&C93=Heidi Holterb osch -- Milo Gonzalez Stew Y A946" "&B94&" w&C94=Milo Gonzalez -- Clint Gossa Stew A95&" °&8950 "&C95=Clint Gossage Dorrance Family Robert Hull Paul A9601 "6B96&" "&C96=Robert Hull -- Aggie Graupera Stew Y A976" "&B97&" w&C97=Aggie Graupera In emann amil Peter Great Paul Y A98&" "&B98&" "&C 98=Peter Greatrex -- Blue Mountain Alex Green w A9901 "6B99&" - "&C99=Alex Green -- asn Paul N A100&" "&B100.0 "&C100=Neil Jain -- Paul N A101&" "&8101.5" "&C101=Sonny Jain -- Sonn Michael Jesselson Paul N A102&" "M31026" -- "W102=Mi chael Jesselson -- Gre Hammer Stew Y A103&" "&8103.0 "&C103=Gregg Hammer -- gh a y Paul Y A104&" "&8104.0 "&C104=Cathy Handley -- c Robb Heineman Stew A105&• nsininsm "SC105=Ro bb Heineman -- iff William Keenan Paul N A106&" "&B106&" "&C106=William Ke enan -- Lyle Himebaugh III Stew Y A107&" "&B107.5" " &C107=Lyle Hime Granite Group Judy Kelly Pau N A1086" "&B108&" "&C108=Judy Kelly Avi Kesten UM Paul N A10901 "M31096" -- "fiC109=Av i Kestenbaum -- David Homrich ew Y A110&" "&8110.5" "&C110=David Homrich d [email protected] r ur M. Adam Kimmel Paul N A111&" "&8111.5" "&C111=Adam Kimmel -- ada Dav Stew Y A112&" "&8112.5" "&C112=David Hood -- dhoo Sonen Capital Martin Klein Paul N A113&" "&8113.5" "dC113=Martin Klein -- ma Mark Kristoff Paul N A114&" "M31146" -- "fiC114=Ma rk Kristoff -- Charles Krusen Paul N A11501 "M31156" -- "fiC115=Ch arles Krusen - Cliff tew Y A1166" "&B116&" "&C116=Cliff Illi 9 Y) Illig, Cliff Matt Irelan• Paul A117&" "6B1176" "fiC117=Matt Ireland -- t.com Cummings Robert Larocca Paul N A1186" "&B118&" "&C118=Robert Lar occa -- Paul Izlar Stew Y A1196" "&B119&" "&C119=Paul Izlar EFTA01436617 Harry Jones Stew Y A1206" "&B120&" -- "&C120=Harry Jone Paul Y A121&" "&B1210 -- "&C121=Ken Jones -- KJone Rich Joslin Paul Y A122&" "03122.5" -- "&C122=Rich Joslin -- RJo Paul N A123&" "031210 -- "&C123=Richard Leeds -- r Jared Levy Paul N A124&" "03124.0 -- "&C124=Jared Levy -- jare ason ser Paul Y A125&" "&B125.5" -- "&C125=Jason Kiser -- ja Steve K m Stew Y A126&" "&B126.5" -- "&C126=Steve Kim -- skim@ Kim, Steven Jeff Paul Y A1276" "&B127&" -- "&C127=Jeff Kirwo od -- Aspen Grove Capital T Stew Y Al280 "&B128&" -- "&C128=Ted Kokas -- tedkQ Collis, Charles John Lumm s Paul N A129&" "&B129&" -- "&C129=John Lummis -- job ppe a on Paul Y A130&" "6B1306" -- "&C130=Philppe Laffont -- pl@coat ue.com Laffont, ppe David Manlowe z Paul N A1310 "&B131&" -- "&C131=David Manl owe -- James Stew Y A132&" "&B132&" -- "&C132=James Land rigan -- Bryan H. Lawrence om Paul Y A133&" "&B133.4" -- " &C133=Bryan H. Lawrence -- rktown Partners, LLC Bryan R. Lawrence Paul Y A134&" "&B134&" -- " &C134=Bryan R. Lawrence -- William McBride Paul N A135&" "03135&" "&C135=William McBride -- Ear Lee Stew Y A136&" "03136&" "&C136=Earl Lee -- earl@i Peter Le •e Paul Y A1376" "&B1376" "&C137=Peter Leid el -- Yorktown Partners, LLC Jonat Stew Y A1380 "6B1386" "fiC138=Jo nathan Liggett -- quared Group Neal Milch n A139&" "&B139&" "&C139=Neal Milch nmil [email protected] David Mitchell Paul N A1400 "6B1406" "6C140=Da vid Mitchell -- Scott Lindell• Stew Y A1416" "&B141&" "&C141=Scott Lindell -- s Adam Lindemann Stew Y A1420 "6B1426" "fiC142=Ad am Lindemann -- Lindemann Family Erik Moody A1430 "6B1436" %C143=Erik Moody -- [email protected] om George Lindemann Stew A1440 "6B1446" "fiC144=Ge orge Lindemann -- emann Family Gary Moriwaki Paul A1450 "&B145&" "fiC145=Ga ry Moriwaki -- Gene L nch Paul Y A146&" "6B146&" "&C146=Gene Lynch -- eneral Atlantic Family Office Thomas Murray aul N A147&" "M31476" -- %C147=Thomas Murray -- tmurray@a vz.com Dhruv Maniktala Paul Y A148&" "03148.5" " &C148=Dhruv Maniktala - Annandale Capital Bryce Markus Paul Y A1496" "&B149&" "&C149=Bryce Mark us -- 'ountain Gre. A150&" "03150&" "&C150=Greg Martin -- gma Shamrock Kelly Masuda Stew Y A1516" "&B1516" "&C151=Kelly Masu Caruso, Richard Paul Y A152&" "03152&" "&C152=Bob Meister -- rob Todd Meister Paul Y A153&" "0315301 "&C153=Todd Meister -- tm Stew Y A1546" "&B154&" "&C154=Brian Merr ins Y A155&" "&B155&" "&C155=Bonnie Mitra bo Orix Sandy Pensler Paul N A1566" "&B156&" -- "&C156=Sandy Pens ler -- Joe onaco Stew Y A1576" "&B157&" -- "&C157=Joe Monaco IIII Collis, Charles Katherine Montrone Stew Y A1586" "&B158&" -- " &C158=Katherine Montrone -- Montrone, Paul Lynn Morgan A1596" "6B1596" -- "&C159=Lynn Morga EFTA01436618 Dee ak Ra Paul N A160&" "&8160&" "&C160=Deepak Raj -- deep Lewis Ranier Paul N A161&" "&8161&" "&C161=Lewis Ranieri -- r Paul N A162&" "&8162&" "&C162=Ben Rechler -- bre Julie Richardson Paul N A163&" "&B163&" "&C163=Ju lie Richardson - Nick Murra Murray ew A164&" "&B164&" "&C164=Nick Murray -- nic Roper Bu oc Paul A165&" "&B165&" "&C165=Colby Rollins -- c 0. 1. I Paul A166&" "&B166&" "&C166=Simon Rose -- sar@ vs Paul N A167&" "&B167&" "&C167=Kevin Ryan Alvin Murstein Paul Y A168&" "&B168&" m&C168=A1 vin Murstein -- Murstein, Alvin Andrew Murstein Paul A169&" "&B169&" "&C169=Andrew Mur stein -- rstein, Alvin Marla Schaefer Paul A170&" "&B170&" "&C170=Marla Scha efer -- A171&" "&B171&" "&C171=Eric Murzyn EMu enee '0 0 Stew Y A172&" "&B172&" "&C172=Re nee Noto -- Mark Seelig Paul A173&" "&B173&" "&C173=Mark Seelig -- mjs@msf-law .com Matt Serra Paul N A174&" "&B174&" "&C174=Matt Serra -- mser [email protected] Michael O'Connell Stew A175&" "&B175&" "&C175=Mi chael O'Connell --r420 Incorporated M-K O'Connell Stew A176&" "&B176&" "&C176=M- K O'Connell -- M2O Incorporated Mike Olsen Stew Y A177&" "&B177&" "&C177=Mike Olsen -- mols [email protected] Getz Family Anup Patel Paul Y A178&" "&B178&" "&C178=Anup Patel -- anup etomscapital.cOm oms a 1 a LLC Richard Simon Paul N A179&" "&B179&" "&C179=Richard Simon -- i malmommumm Anthony Persico Paul A180&" "&B180&" "&C180=Anthony Pe rsico -- Marron, Donald B. Jamie Smith Paul N A181&" "&B181&" "&C181=Jamie Smith -- j.s Inder Paul N A182&" "&B182&" "&C182=Inder Sodhi ind Lauren Pressman Stew Y A183&" "&B183&" "&C183=Lauren Pre ssman -- Schmidt, Eric Mark Ro Stew A184&" "&B184&" "&C184=Mark Roberts -- it Stew A185&" "&B185&" "&C185=Rudy Sahay rsah 54 Madison Partners Cecelia Santana Stew Y A1860 "&B186&" "&C186=Ce celia Santana - Tim Sarhatt A187&" "&B187&" "&C187=Tim Sarhatt tsa Haresh Tharani Paul N A188&" "&B188&" "&C188=Haresh Tha rani -- Fran Schreiber Stew A189&" "&B189&" "&C189=Er an Schreiber - - ■ Karl Schreiber Stew A190&" "&B190&" "&C190=Ka rl Schreiber -- John Service Stew Y A191&" "&B191&" "&C191=John Servi ce -- Amol Stew Y A192&" "&B192&" "&C192=Amol Shah -- AmoIS Phillip Shefter ■ Paul Y A193&" "&B193&" "&C193=Phillip Sh efter -- Gary Shultz Stew Y A194&" "&B194&" "&C194=Gary Shultz -- gsh Stew Y A195&" "&B195&" "&C195=Steve Sloan -- ste Ia Stew Y A196&" "&B196&" "&C196=Ian Slome -- Slome, Ian Andrew Zaro Paul N A197&" "&B197&" "&C197=Andrew Zaro -- .com Jason Stiles Stew Y A198&" "&B198&" "&C198=Jason Sti les -- Dorrance Family EFTA01436619 William Stiritz Stew Y A1996" "6B1996" -- "&C199=William St iritz -- Lloyd Zuc er rg Paul N A200&" "&B200&" "&C200=Lloyd Zuck erberg -- Bob Stock Stew Y A201&" "O32016" -- "6C201=Bob Stock -- inves tots LLC Kristi n E• Paul N A202&" "6B2026" -- "&C202=Kristin Eb -- John Straus Paul Y A203&" "6B2036" -- "&C203=John Strau ne Michael Tabacinic Stew Y A2046" "&B204&" "&C204=Mi chael Tabacinic -- Drew Tarlow A205&" "O32056" -- "6C205=Drew Tarlow dta Luke Thomas Stew A2066" "6B2066" "6C206=Luke Thomas LTh Stew A2076" "6B207.5" "6C207=Rahul Vaid Rvai Management Paul Watson Stew A2086" "682086" -- "dC20B=Paul Watson -- PWa Third Lake Capital y Stew A2096" "O32096" -- "&C209=Tyler Webb -- tyle Collis, Charles Brad Wechsler Paul A210&" "&B210&" "SC210=Brad Wechs ler -- El Management Todd Whitenack Stew A2116" "6B2116" "fiC211=To dd Whitenack -- BBR Partners Crai• Wideman Stew Y A212&" "6B212.5" "&C212=Craig Wideman -- w ox, serry Mac ae W gr zer Stew Y A2136" "6B2136" "6C213=Mi chael Wigrizer -- quared Group A2146" "6B2146" "&C214=Matt Womble -- o is, ar es afiriou Stew Y A2156" "&B21 56" -- "tC215=Christo r Zafiriou Gosha Zandt ew "682166" -- "6C216=Gosha Zand Richar• Z p s Stew A2176" "6B2176" "6C217=Ri chard Zipkis -- Granite Group Alex Zubillag Paul A2186" "6B2186" "fiC218=A1 ex Zubillaga -- Richard Kahn Stew Y A219&" "6B219.O "6C219=Richard Kahn -- Warner Steve Stew Y A220&" "O32206" -- "6C220=Warner Steve -- ■ Mike McVean Stew A2216" "6B2216" -- "&C221=Mike McVea Gu Weltsch Stew A2226" "6B222.5" "&C222=Guy Weltsch Imm ri Stew A2236" "6B223.5" "&C223=James Gabriel -- J For internal use only EFTA01436620