EFTA01422362.pdf

Research List First Last Email Paul/Stew Keep? SPG Approval Name Relationship Reference Arun Alagappan Paul Y A26" "6B26" "6C2=Arun Alagappan Alagappan, Arun Yosi Amster Paul • A36" "6B36" "6C3=Yosi Amster --IN Maksim Altmark Stew Y A46" "6B46" "6C4=Maksim Altmark Georgetown University Frohman Anderson Stew • A56" "6B56" -- %C5=Frohman Anderson Collis, Charles David Angstreich Paul N A66" "M36,6" -- "6C6=David Angstreich Artzt Paul N A76" "6B76" "6C7 Artzt Todd Angkatavanich Paul N A8&" ".6B86" "6C8= Todd Angkatavanich -- Gregory Attorri ?aul N A96" "M39,6" -- %C9=Gregory Attorri Andy Augenblick Paul N A106" "6B10.6" ".6C 10=Andy Augenblick -- Dill Ayres Paul N All&" "6B116" w&C11=Dill Ayres -- Tony Annino Stew Y A126" "6B126" %C12=Tony Annino - Montrone, Paul Eric Attias Stew A136" "6B136" "6C13=Eric Attias -- John Barber Paul A146" "6B140 %C14=John Barber - M-itchell Barry Paul A156" "6B150 %C15=Mitchell Barr John Bailey Stew A166" "6B160 %C16=John Bailey - Spruce Private Investors LLC Sam Bakhshandehpour Stew A17.6" w&B176" %C17=Sam Bakhshand ehpour -- Bakhshandehpour, Sam Harry Beller Paul N A186" "6B186" ".5C18=Harry Beller -- William Berkman Paul A196" "6B196" -- "6C19=William Berkman -- IM Ajay Bhalla Paul A206" "6B206" "m6C20=Ajay Bhalla Eyal Bilgrai Stew • A216" "6B216" -- %C21=Eyal Bilgrai Blank Paul A226" "M3226" "6C22 Blank -- Brian Blechman Paul N A23.6" "6B236" %C23=Brian Blechma Neil Blechman Paul A246" %B24.6" "6C24=Neil Blechman -- ill. Ross Blechman Paul N A256" w&B256" %C25=Ross Blechman Steven Blicht Paul N A266" "6B266" w&C26=Steve n Blicht -- Mike Barry Stew A276" "6B276" "6C27=Mike Barry -- Georgetown University Robert Bastone Stew A286" w&B286" %C28=Robert Baston -- Spruce Private Investors LLC Barry Bloom Paul Y A296" "6B296" -- w&C29=Barry Bloom -- Tisch Family Chris Boies Stew Y "6B306" "6C30=Chris Boies Boies Family Jonathon Botwinick Paul A316" "6B316" •&C31 11 hon Botwinick -- Gerschel, Patrick Cary Brody Paul A326" "6B326" w&C32=Cary Brody -- Zara Brody Paul A336" "6B336" "6C33=Lara Brody -- Stanley Bould Stew A346" m6B346" %C34=Stanley Bould Highlander Partners Louis Cailoa Paul N A356" %B356" w&C35=Louis Cailoa -- 00 Brad Briner Stew A36&" w&B360 %C36=Brad Briner - Willett Advisors Charles Britton Paul A37.6" w&B370 %C37=Charles Britt on -- SK Family Office Adreinne Cannella Paul N A386" "6B386" "6C38=Adrei nne Cannella -- Roger Bulloch Stew Y A396" "6B396" ".5C39=Roger Bulloch III§ Roger Bulloch Rob Cain Stew Y A406" "6B406" "6C40=Rob Cain -- CFM EFTA01422362 Darren Campf Stew A416• "6B416" -- "6C41=Darren Campf -- Bright Group Scott Carpenter Stew Y A426" "6B426" -- •6C42=Scott Carpenter -- Richard Caruso Stew Y A436• "6B436" -- "6C43=Richard Caruso -- mi. Caruso, Richard Michael Cline Paul N A446• "6B44.5" "6C44=Michael Cline -- MIMI Gail Coleman ■ Paul N A456" "6B456" "6C45=Gail Coleman Caroline Conegliano Paul N A466" "6B46.5" "&C 46=Caroline Conegliano -- Amber Caska Stew A476" "6B47.5" "6C47=Amber Caska -- Schmidt, Eric David Cooper ■ Paul N A486" "6B486" "6C48=David Cooper Milton Cooper Paul A496" "6B496" -- "6C49=Milton Cooper -- MIMI Jeffrey Coopersmith Paul N A506" "6B506" "6C50=Jeffrey Coope rsmith -- Lou Cortese Paul A516" "6B516" ".5C51=Lou Cortese -- Chuck Chai Stew A526" "6B526" ".5C52=Chuck Chai -- Schmidt, Eric Jonathan Crystal Paul N A536" "&B536• •&C53_ han Crystal -- Lois Clarke Stew A546" "6B546" ".5C54=Lois Clarke -- United Company Andrew Levy Stew A556" "6B556" ".5C55=Andrew Levy -- David Deutsch Paul A566" "6B566" ".5C56=David Deutsch -- Curtis Conway Paul A576" "6B576" ".5C57=Curtis Conway -- MIME Thomas Danziger Paul • A58.5" "6B586" "SC58=Thomas Danzig Whit Davis Stew • A59&" "6B596" "SC59=Whit Davis -- Brooks Duncan Paul A606• "6B606" -- ".5C60=Brooks Duncan -- MIMI John Diederich Stew Y A616• "6B616" -- ".5C 61=John Diederich Gary Dilella ■ Stew • A626" •6B626" "SC62=Gary Dilella Pamela Ehrenkranz Paul N A636" •68636" "SC63=Pamela Ehrenk ranz Erin Enright Stew N A64&" •68646" "6C64=Erin Enright Stuart Essi • Stew N A656" •68656" "6C65=Stuart Essig Charles Falk Paul N A666" "6B666" -- "6C66=Charles Falk -- Christopher Donabedian Paul Y A676" "6B676" -- •6C67=Chris topher Donabedian Winston Advisors Lonnie Fine Paul N A686" "6B686" "6C68=Lonnie Fine - Kristen Dzialga Paul A696• "6B696" -- "6C69=Kristen Dzialga-- MI Dzialga, Kristen S Mark John Fitzgibbons Paul N A706" "6B706" "6C70=John Fitzgibb ons -- Steve Edwards Stew Y A71.5" "6B716" "SC71=Steve Edwards Tony Ehinge Stew Y A726• "6B726" ".5C72=Tony Ehinger -- Howard Ellin Stew Y A736" •6B736" "SC73=Howard Ellin Ellin, Howard Marcus Epprecht Stew Y A746• "6B746" "6C 74=Marcus Epprecht Andrew Farkas Paul Y A756• "6B756" -- "&C75=Andrew Farkas -- MIME Matt Ferguson Stew Y A766• "6B76.5" "&C76=Matt Ferguson -- mat Jonathan Fischer Stew Y A776" "&B776• •&C77_ han Fischer -- Christopher Goldberg Paul N A786" "6B786• -- •6C78=Chris topher Goldberg -- Robert Forsythe Stew Y A796" •6B79S" "SC79=Robert Forsyt he -- Kevin Foster Stew Y A806• "6B80.5" ".4C80=Kevin Foster -- kevin EFTA01422363 @iconiqcapital.com Kevin Foster Stew Y A81&" "SB81&" "&C81=Kevin Foster -- Annette Franqui Stew A82&" "M3820 "&C82=Annette Franq ui -- Forrestal Capital Peter Gaslow Paul .A83&" "&B830 "&C83=Peter Gaslow Gaslow, Lawrence Bruce Gross Paul A84&" %B84&" "&C84=Bruce Gross -- Robert Haier Paul N A85.6" "M3850 "&C85=Robert Haier David Halliwill Paul N A86&" "M3860 "&C86=David Halliwi 11 -- Ira Halperin Paul N A876" "&B87&" w&C87=Ira H alperin -- Edouard Gerschel Paul A88&" w&B886" "&C88=Edouard Gersc hel -- Gerschel, Patrick Ari Glass ■ Paul A89&" "&B89&" "&C89=Ari Glass -- Daniel Heflin Paul N A90&" "&B906" "&C90=Daniel Heflin Rich Gold Paul Y A91&" °ants" "&C91=Rich Gold -- General Atlantic Family Office Stlnl Stew Y A9201 "fil2.92.0 -- "&C92=Stanley Gold -- e Giaci Shamrock Heidi Holterbosch Paul N A93&" "&B93s" "&C93=Heidi Holterb osch -- Milo Gonzalez Stew Y A946" "&B94&" "dC94=Milo Gonzalez -- Clint Gossage Stew A95&" "M3950 "&C95=Clint Gossage Dorrance Family Robert Hull Paul A96&" "fiB96&" "&C96=Robert Hull -- Aggie Graupera Stew Y A976" "&B97&" w&C97=Aggie Graupera -- Lindemann Family Peter Greatrex Paul Y A98&" "fiB98&" "&C 98=Peter Greatrex Blue Mountain Alex Green ■ Stew Y A99&" "fiB99&" "&C99=Alex Green -- Neil Jain Paul N A100&" "&B100&" - - "&C100=Neil Jain -- Sonny Jain Paul N A101&" "&8101.5" - - Jain -- III. Michael Jesselson Paul N A102&" "M31026" - "fiC102=Mi chael Jesselson -- Gregg Hammer • Stew Y A103&" "&8103.6" - "&C103=Gregg Hammer -- 0. Cathy Handley Paul Y A104&" "&8104.6" - "&C104=Cathy Handley -- Robb Heineman Stew Y A105&" "fiB1050 -- %C105=Ro 0. Heineman -- Illig, Cliff William Keenan Paul N A106&" "&B106&" "&C106=William Ke enan -- Lyle Himebaugh III Stew Y A107&" "&B107.5" " &C107=Lyle Himebaugh III Granite Group Judy Kelly Paul N A1086" "&B108&" "&C108=Judy Kelly Avi Kestenbaum Paul N A109&" "M31096" -- "fiC109=Av i Kestenbaum -- David Homrich Stew Y A110&" "&8110.5" - "&C110=David Homrich --0. Blank, Arthur M. Adam Kimmel Paul N A111&" "&8111.5" - "&C111=Adam Kimmel --III§ David Hood Stew Y A112&" "&8112.5" - "&C112=David Hood Sonen Capital Martin Klein Paul N A113&" "&8113.5" - "dC113=Martin Klein -- II Mark Kristoff Paul N A114&" "M31146" -- "fiC114=Ma rk Kristoff -- Charles Krusen Paul N A115&" "M31156" -- "fiC115=Ch arles Krusen -- Cliff Illig (not primary) Stew A1166" "&B116&" "&C116=Cliff Illi 9 -- (not primary) Illig, Cliff Matt Ireland Paul Y A117&" "fiB1176" "fiC117=Matt Ireland -- Cummings, Ian Robert Larocca Paul A1186" "&B118&" "&C118=Robert Lar occa -- Paul Izlar Stew A1196" "&B119&" "&C119=Paul Izlar EFTA01422364 Harry Jones Stew Y A1206" n&B1206" -- u6C120=Harry Jone Ken Jones Paul Y A1210 "6B121.5" -- "dC121=Ken Jones - hird Lake Capital Rich Joslin Paul Y A1226" "03122.5" -- "OC122=Rich Joslin --IIII Richard Leeds Paul N A1236" "031210 -- "OC123=Richard Leeds Matthew Kadar Stew Y A1244" "03124.5" -- "dC124=Matthew Kadar -- Third Lake Capital Jared Levy Paul N A1250 m6B125.5" -- "6C125=Jared Levy -- III. Jason Kiser Paul Y A1266" "6B1266" -- "6C126=Jason Kiser -- II Steve Kim Stew Y A1276" "031276" -- "6C127=Steve Kim -- Kim, Steven Jeff Kirwood Paul Y A128&" "6B1286" -- ff6C128=Jeff Kirwo od -- Aspen Grove Capital Ted Kokas Stew Y A1296" "031296" -- "OC129=Ted Kokas -- Collis, Charles John Lummis Paul N A1306" "031306" -- "dC130=John Lummis -- III Philppe Laffont Paul Y A1316" "6B1316" -- "fiC131=Philppe Laffont - Laffont, Philppe David Manlowe Paul N A132&" "6B1326" -- ff6C132=David Manl owe -- James Landrigan Stew Y A1336" ”6B1336° -- ff6C133=James Land rigan -- Bryan H. Lawrence Paul Y A1346" "6B1346" SC134=Bryan H. Lawrence -- Yorktown Partners, LLC Bryan R. Lawrence Paul Y A1356" "681356" SC135=Bryan R. Lawrence -- William McBride Paul N A136&" "6B136.0 -- "OC136=William McBride -- Earl Lee Stew Y A1376" "031376" -- "6C137=Earl Lee -- Peter Leidel Paul Y A138&" "6B1386" -- ff6C138=Peter Leid el -- Yorktown Partners, LLC Jonathan Liggett Stew Y A1396" "6B1396" -- "&C139=Jo nathan Liggett -- JL Squared Group Neal Milch Paul N A1406" "031406" -- "6C140=Neal Milch -- IIII David Mitchell Paul N A1416" "6B1416" -- "SC141=Da vid Mitchell -- Scott Lindell Stew Y A1426" "6B142.5" -- "dC142=Scott Lindell -- 0 Adam Lindemann Stew Y A1436" "6B1436" -- "SC143=Ad am Lindemann -- Lindemann Family Erik Moody Paul N A144&" "6B1446" -- "fiC144=Erik Moody -- II George Lindemann Stew Y A1456" "6B1456" -- "SC145=Ge orge Lindemann -- Lindemann Family Gary Moriwaki Paul N A1466" "&B146&" -- "SC146=Ga ry Moriwaki -- Gene Lynch Paul Y A147&" "6B1476° -- ff6C147=Gene Lynch -- General Atlantic Family Office Thomas Murray Paul N A1486" "&B148&" -- "6C148=Thomas Murray - Dhruv Maniktala Paul Y A1496" "6B149.5" -- " SC149=Dhruv Maniktala -- Annandale Capital Bryce Markus Paul Y A1506" ”6B1506° -- ff6C150=Bryce Mark us -- Blue Mountain Greg Martin Stew Y A1516" "031516" -- "OC151=Greg Martin --IIII Shamrock Kelly Masuda Stew Y A152&" ”6B1526" -- "6C152=Kelly Masu da -- Caruso, Richard Bob Meister Paul Y A1536" "031510 -- "6C153=Bob Meister -- III Meister, Todd Todd Meiste Paul Y A1546" "031546" -- "6C154=Todd Meister -- II Meister, Todd Brian Merrins Stew Y A155&" "681556" -- ff6C155=Brian Merr ins -- Bluestem LLC Bonnie Mitra Stew Y A1566" "031566" -- "6C156=Bonnie Mitra --IIII Orix Sandy Pensler Paul N A1576" "6B1576" -- ”6C157=Sandy Pens ler -- Joe Monaco Stew Y A1586" "6B158.5" -- "dC158=Joe Monaco -- IIII Collis, Charles Katherine Montrone Stew Y A1596" "6B159.0 -- " EFTA01422365 6C159=Katherine Montrone -- Montrone, Paul Lynn Morgan Stew • A160&" "6B1606" "6C160=Lynn Morga Deepak Raj Paul N A1616" "O3161.5° %C161=Deepak Raj -- NEE Lewis Ranieri Paul N A162&" "6B162.5° %C162=Lewis Ranieri --RE Ben Rechler Paul N A163&" "6B163.5° %C163=Ben Rechler Julie Richardson Paul N A1646° "661646" -- %C164=Ju lie Richardson -- Nick Murray Stew Y A165&" "6B165.5° %C165=Nick Murray --NEE. Roger Bulloch Colby Rollins Paul N A166&" "6B166.5° %C166=Colby Rollins -- E Simon Rose Paul N A1676" "M3167.5° %C167=Simon Rose -- ERE. Kevin Ryan Paul N A168&" "661686" "6C168=Kevin Ryan Alvin Murstein Paul Y A1696" "661696" "W169=A1 vin Murstein -- Murstein, Alvin Andrew Murstein Paul Y A170&" "6B1706" "6C170=Andrew Mur stein -- Murstein, Alvin Marla Schaefer Paul N A171,6" "S31716" "6C171=Marla Scha efer -- Eric Murzyn Paul Y A1726" "6B172.6" %C172=Eric Murzyn Imo 54 Madison Partners Renee Noto Stew Y A1736° "661736" -- %C173=Re nee Noto -- • Mark Seelig Paul N A1746" "661746" -- %C174=Mark Seelig -- Matt Serra Paul N A175&" "O3175.5° -- %C175=Matt Serra -- E'ER Michael O'Connell Stew A176V" "661766" RsC176=Mi chael O'Connell -- M2O Incorporated M-K O'Connell Stew A177&° "&12.177&" RsC177=m- K O'Connell -- M2O Incorporated Mike Olsen Stew Y A178&" "6B178.6" -- %C178=Mike Olsen -- EEEE etz Family Anup Patel Paul A1796" "O3179.5° -- %C179=Anup Patel -- NEE. Toms Capital LLC Richard Simon Paul N A180&" "M3180.6° -- %C180=Richard Simon -- Anthony Persico Paul • A1816" "6B1816" "6C181=Anthony Pe rsico -- Marron, Donald B. Jamie Smith Paul N A182&" "M3182.5° %C182=Jamie Smith --E'ER Inder Sodhi Paul N A183á" "O3183.6" %C183=Inder Sodhi ERE Lauren Pressman Stew • A184&" "m3184s" "6C184=Lauren Pre ssman -- Schmidt, Eric Mark Roberts Stew A1856" "O3185.6° -- %C185=Mark Roberts -- RE Rudy Sahay Stew A1866" "O3186.5° %C186=Rudy Sahay 54 Madison Partners Cecelia Santana Stew Y A187&" "661876" -- %C187=Ce celia Santana -- Tim Sarhatt Stew A1886" "O3188.6" %C188=Tim Sarhatt --E'ER CFM Haresh Tharani • Paul N A1896" "661896" "6C189=Haresh Tha rani -- Eran Schreiber Stew • A1906" "661906" -- "W190=Er an Schreiber -- Karl Schreiber Stew • A1916" "661916" "W191=Ka rl Schreiber -- John Service Stew Y A1926" "6B1926" "6C192=John Servi ce -- Amol Shah ■ Stew Y A193á" "O3193.&" w&C193=Amol Shah -- Phillip Shefter Paul • A1946" "661946" "6C194=Phillip Sh efter -- Gary Shultz Stew Y A195&" "6B195.6" %C195=Gary Shultz Steve Sloan Stew Y A1966" "M3196.6" %C196=Steve Sloan Ian Slome Stew • A197&" "6B1976" "6C197=Ian Slome, Ian Andrew Zar0 Paul N A1986" "661986" -- %C198=Andrew Zaro EFTA01422366 Jason Stiles Stew • A199&" "&B199&" "&C199=Jason Sti les -- Dorrance Family William Stiritz Stew • A200&" "M32006" "&C200=William St iritz -- Lloyd Zuckerberg Paul N A201&" "M32016" "6C201=Lloyd Zuck erberg -- Bob Stock Stew Y A202&" "6B202.5" "&C202=Bob Stock -- Spruce Private Investors LLC Kristin Eby Paul N A203&" "&B203&" "&C203=Kristin Eb y -- John Straus Paul Y A204&" "&B204&" "&C204=John Strau Falline Michael Tabacinic Stew Y A2056" "&B205&" "sc205=mi chael Tabacinic -- Drew Tarlow Stew Y A2066" "682066" "&C206=Drew Tarlow Luke Thomas Stew Y A207O "682076" "&C207=Luke Thomas Rahul Vaid Stew Y A208O "682086" "6C208=Rahul Vaid Parami Capital Management Paul Watson Stew Y A2096" "6B2096" "6C209=Paul Watson -- Ili Third Lake Capital Tyler Webb Stew Y A210&" "6B2106" "6C210=Tyler Webb -- MEI Collis, Charles Brad Wechsler Paul Y A2116" "M32116" "6C211=Brad Wechs ler -- Elysium Management Todd Whitenack Stew Y A2126" "6B2126" "W212=To dd Whitenack -- BBR Partners Craig Widman Stew Y A213&" "682136" - "6C213=Craig Widman Cox, Berry Michael Wigrizer Stew Y A2146" "M32146" "fiC214=Mi chael Wigrizer -- JL Squared Group Matt Womble ■ Stew Y A215&" "6B2156" - "6C215=Matt Womble --III. Collis, Charles Christoper Zafiriou Stew Y A2166" "6B21 66" "fiC216=Christoper Zafiriou Gosha Zandt Stew Y A2176" "M32176" "6C217=Gosha Zand Richard Zipkis Stew A2186" "6B2186" "6C218=Ri chard Zipkis -- Granite Group Alex Zubillaga Paul A2196" "6B2196" "fiC219=A1 ex Zubillaga -- Richard Kahn ■ Stew A220&" "6B2206" -- "&C220=Richard Kahn Warner Steve Stew A221O "682216" "6C221=Warner Steve Mike McVean Stew • A2226" "6B2226" "&C222=Mike McVea n -- Guy Stew A223&" "6B2236" -- "6C223=Guy Weltsch James Gabriel Stew A2246" "O32246" -- "6C224=James Gabriel EFTA01422367