Lee Kopp

Heartland Advisors, Inc. is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm's predecessor was founded in 1983 as an investment advisory subsidiary of a regional brokerage firm, The Milwaukee Co., owned in part by William J. Nasgovitz. In 1984, Mr. Nasgovitz purchased a majority interest in the investment advisory subsidiary from his partners and started managing Heartland's first mutual fund, the Heartland Value Fund. In 1988, Mr. Nasgovitz and his partners sold The Milwaukee Co. to Dain Bosworth. In the same transaction, Mr. Nasgovitz acquired the remaining shares of the investment advisory subsidiary and changed its name to Heartland Advisors, Inc. In 2000, the firm was reorganized into a wholly owned subsidiary of Heartland Holdings, Inc., but it remains a 100% employee-owned independent firm. Heartland Advisors provides investment advice to individual and institutional clients.

Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

Medtronic, Inc. operates as a medical technology company. It offers implantable cardiac pacemakers, eternal defibrillators, inferior turbinate surgery products, and continuous glucose monitoring device. The company was founded by Earl E. Bakken and Palmer J. Hermundslie on April 29, 1949 and is headquartered in Minneapolis, MN.

Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.

Davidson Kempner Capital Management LLC (DKCM) is an independent, SEC-registered investment advisor and hedge fund management firm headquartered in New York City. The firm was founded in 1983 by Marvin Davidson and Thomas Kempner Sr. DKCM provides investment advice and investment management services to private investment funds.

Quest Investment Management LLC (Quest) is a SEC-registered investment adviser headquartered in Lake Oswego, Oregon. The firm was founded in 1985 and is a subsidiary of Quest Investment Management Holdings, Inc. Quest manages long-only large-cap growth equity portfolios and asset allocation strategies for institutional clients.

White Pine Capital LLC (WPC) is an independent wealth management firm and registered investment advisor headquartered in Golden Valley, Minnesota. The firm was founded in 2000 by Michael Wallace and Dennis Senneseth. WPC provides fee-based discretionary investment advisory services to institutional accounts (corporate, pension and profit-sharing accounts, endowments, foundations and Taft-Hartley (union) plans), family offices and high net worth individuals.

Davidson Kempner Advisers, Inc. provides investment advisory services. The company is headquartered in New York City, NY.

Shire Regenerative Medicine, Inc. develops and commercializes living cell therapies. It manufactures and markets dermagraft, a bio-engineered skin substitute that assists in restoring damaged tissue and supports the body's natural healing process. The company was founded in 2004 and is headquartered in Westport, CT.

Harbor Financial Services, Inc. provides investment services including mutual funds, variable annuities, life insurance services and tax-deferred annuities. It offers to clients through regional registered representatives located in Spokane, Auburn, Centralia, Chehalis, Clarkston, Kennewick, Moses Lake, Seattle and Portland. Harbor Financial Services is headquartered in Spokane, WA.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Pomona College offers curriculum in the arts, humanities, social sciences and natural sciences. It was founded in 1887 and it is headquartered in Claremont, CA

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Part of Ernst & Young Global Ltd., Arthur Andersen LLP /Financial & Commodities Risk Consulting/ is a company based in Chicago, IL. The company provides accounting services.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Financial Technology Ventures Management Co LLC (Financial Technology Ventures) is a private equity firm founded in 1998 by Jim Hale, Bob Huret and Richard Garman. The firm is headquartered in New York.

Channel Medical Partners (Channel Medical Partners) is a venture capital firm founded in 2000 by Carol D. Winslow and W. Gregory Shearer. The firm is headquartered in Skokie, Illinois.

Alight is a humanitarian organization that aims to inspire and unleash abundance in every person by co-creating with displaced people. The non-profit company is based in Minneapolis, MN. The company has been providing humanitarian assistance for over 35 years and help people rebuild lives of dignity, health, and self-sufficiency. The CEO of the company is Jocelyn Wyatt.

INTERVEST-Mortgage Investment Company provides loans for commercial and multi-family real estate projects throughout the Northwest. The company funds construction and permanent loans for its own portfolio and arranges permanent loans with life insurance companies, pension funds, conduits, and other lending sources. The company was founded in 1987 and is headquartered in Lake Oswego, OR.

Action Mortgage Company, provides residential and mortgage banking services in Washington, Idaho, Montana and Oregon. It is a full-service mortgage banking company that has serves the Pacific Northwest. The company provides a array of residential and residential construction loan products service to match the mortgage with requirements. The company is headquartered in Spokane, WA

Young Presidents' Organization, Inc. is a global leadership community of over 30,000 chief executives from 142 countries. The non-profit company is based in Irving, TX and has a global presence of subsidiaries in several regions. The company's mission is to help its members become better leaders and better people. The company was founded in 1950 by Ray Hickok, Khalid Mohamed Jassem Kanoo. Thayer Smith has been the CEO of the company since 2007.

ALUS Liquidation Corp. develops, manufactures, and sells medical products. The company is based in Irvine, CA.

Part of Hawley Troxell Ennis & Hawley LLP, Witherspoon, Kelley, Davenport & Toole PS is a full-service law firm that has been serving clients in the Inland Northwest, including Spokane and Coeur d'Alene, for over 135 years. The company is based in Spokane, WA. The firm's attorneys are experienced in various areas of law, including banking and finance, healthcare, labor and employment, business and corporate transactions, estate planning, and probate. Witherspoon, Kelley, Davenport & Toole was acquired by Hawley Troxell Ennis & Hawley LLP on November 16, 2022.