Clifford Norris

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.

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.

Waddell & Reed LLC operates as an asset management and financial planning company. It serves the financial needs of families, individuals and businesses. The company was founded by Chauncey Waddell and Cameron Reed in 1937 and is headquartered in Overland Park, KS.

NWQ Investment Management Co. LLC (NWQ) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1982 and is a subsidiary of Nuveen NWQ Holdings LLC, ultimately held by Nuveen Investments, Inc. NWQ provides investment advisory services to a wide variety of retail and high net-worth individual and institutional clients, such as corporate and multi-employer plans, charitable organizations, educational institutions, trust accounts, estates, corporations or other business entities, banks and thrift institutions, insurance companies, governments and municipalities. Additionally, the firm provides investment sub-advisory services to affiliated and unaffiliated open-end and closed-end investment companies, CITs, and UCITS Funds.

Harvard Management Co., Inc. (HMC) is the investment arm of President & Fellows of Harvard College, which is owned by Harvard University, a private Ivy League research university in Cambridge, Massachusetts. The firm was founded in 1974 and is headquartered in Boston, Massachusetts. HMC manages Harvard’s endowment, a dedicated and permanent source of funding that maintains the teaching and research mission of the University. HMC invests these funds as a single entity, the revenue from which contributes more than one-third of the University's annual operating budget.

Thrivent Investment Management, Inc. (Thrivent) is a SEC-registered investment advisor and fund manager headquartered in Minneapolis, Minnesota. The firm was founded in 1986 and is a subsidiary of Thrivent Financial Holdings, Inc., itself a subsidiary of Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization and financial services firm. Thrivent provides investment management and advisory services to individuals, trusts, estates, non-profit organizations, corporations and other business entities.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

Thrivent Asset Management LLC (TAM) is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. Founded in 2005, the firm is a wholly-owned subsidiary of Thrivent Financial Holdings, Inc., which in turn is a wholly owned subsidiary of Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization and financial services firm. TAM provides investment advisory services to the Thrivent Mutual Funds, a registered investment company under the Investment Company Act of 1940 that is comprised of various mutual fund series.

The Walnut Group (Walnut Group) is a private equity firm founded in 1997 by James M. Gould. The firm is headquartered in Cincinnati, United States.

Fortis Security Products LLC designs and manufactures security products. The firm designs and manufactures innovative, physical security products such as vaults, safes, drive-up systems and interior furnishings. It is used primarily in banks, savings and loans, credit unions and financial centers. The company was founded by Kirk Williams, David Hostetter and Kieran Nickoson in 2004 and is headquartered in Greendale, IN.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI.

Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles.

Procter & Gamble Pharmaceuticals, Inc. develops and markets pharmaceutical products. Its products include Actonel, Asacol, Enablex, Didronel, Macrobid, Macrodantin, Entex, and Ziac. The firm manufactures and markets a variety of over-the-counter and oral care products such as Crest, Oral-B, Prilosec OTC, Vicks, Metamucil, Pepto-Bismol, ThermaCare, and other related products. The company was founded in 1970 and is headquartered in Cincinnati, OH.

State Bar of Wisconsin operates as a bar association. The private company is based in Madison, WI and has subsidiaries in United States.

American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL.

American Chamber of Commerce Executives, Inc. is an organization that provides tools, resources, and connections to help chambers of commerce and their teams be more effective and have a greater impact. The non-profit company is based in Alexandria, VA. The company offers membership, online learning, and various programs and events related to topics such as membership development, economic development, diversity, equity and inclusion, education and talent, governance and leadership, human resources, marketing and communications, non-dues revenue, and operations and finance.

The District of Columbia Bar provides legal services. The private company is based in Washington.

National Rural Telecommunications Cooperative engages in the provision of telecommunications and information technology services. It offers broadband, smart grid, mobile voice and data, and video solutions. The company was founded in 1986 and is headquartered in Herndon, VA.

Part of AGCO Corp., AGCO International GmbH is a Swiss company that strives to deliver the best farming equipment parts and service experience in the agricultural industry. The company is based in Neuhausen am Rheinfall, Switzerland. AGCO International offers a range of products including Valtra brand of tractors, combine harvesters, seeding, hay and forage, application equipment, and implements, attachments, and material handling to help modern farmers identify challenges and develop cost-effective solutions. The company was founded in 1990. The CEO is Eric P. Hansotia.

The Business Council operates as an organization of business leaders. The company is headquartered in Washington, DC.

Capital First Trust Co, Inc. provides financial services. The company is based in Milwaukee, WI. The company was founded in 1999. David Eichenbaum has been the CEO of the company since 2021.

Part of Deere & Co., John Deere Harvester Works Co. is a company that manufactures and supplies agriculture equipment. The company is based in East Moline, IL.