William H. McElroy

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.

Part of Lehman Brothers Holdings, Inc., Shearson Lehman Brothers Holdings, Inc. provides security broker services. The company is based in New York, NY.

Financial Services Acquisition Corp. provides brokerage services. It serves as an inter-dealer broker, its money market deals consist of negotiating cash deposits between multinational banks. The company was founded on October 25, 1994 and is headquartered in New York, NY.

D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world.

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.

North Star Asset Management, Inc. (NSAM) is an independent, SEC-registered investment advisor headquartered in Neenah, Wisconsin. The firm was founded in 1996 by Kenneth Brusda, Michael Flesch, Geoffry Penn, David Risgaard and Eric Richter. NSAM provides investment advice on a discretionary/non-discretionary basis to individual and institutional clients.

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.

DM Kelly & Co. is a broker/dealer located in West Des Moines, Iowa. The firm provides a full array of trading and execution services. They do not provide any internal research

Quantitative Advantage LLC (QA) is an independent investment management firm headquartered in Minnetonka, Minnesota. The firm was founded by John W. Wing and Thomas G. Fox in 2000. QA provides investment advisory services to individuals, trusts, pension and profit-sharing plans, other retirement accounts, charitable organizations and corporations or other business entities, and to participants in retirement plans.

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.

Aurora Management Partners LLC (Aurora Capital partners) is a private equity firm founded in 1991 by Gerald L. Parsky and Jeffrey S. Deutschman. The firm is headquartered in Los Angeles, California.

D. A. Davidson Cos. provides investment banking services. Its services include integrated brokerage, capital markets and money, and trust and wealth management services. The company operates through D.A. Davidson and Co., Investment Advisors, Trust Co., Fixed Income Management, and Davidson Travel. D. A. Davidson was founded in 1935 and is headquartered in Great Falls, MT.

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

Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN.

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.

KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH.

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.

Salt Lake City International Airport is operated and managed by the Department of Airports, a department of corporation. The airport serves more than 26 million passengers a year and was the 23rd busiest airport in the US and the 85th busiest in the world prior to the pandemic. Salt Lake City International Airport is ultimately controlled by the City of Salt Lake City (Utah). The company is based in Salt Lake City, UT. The airport is currently undergoing a $4.10 billion redevelopment program, with the first phase opening in fall of 2020. The airport offers nonstop flights to 99 destinations.

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

EIG Global Energy Partners LLC (EIG Global Energy Partners) is a private equity firm founded in 2011. The firm is headquartered in Washington, District of Columbia.

MedTech Value Creation Strategies Group engages in creating economic value for medical and diagnostic technologies. Its services include market and competitive analysis, business strategy and planning, identification and establishment of external partnerships, and due diligence to evaluate all aspects of a business opportunity. The company was founded by Carol D. Winslow and Scott Osman and is headquartered in Evanston, IL.

Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors.