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Distinct shells carrying a filed role for this person — not every shell they have ever touched.
SEC-verified vehicles of the same sponsor, predating these roles and carrying none of them. The badge counts them; the figure beside this one does not.
Mergers closed across all 2 — these vehicles and the franchise's earlier ones together.
Announced but not closed, and still hunting — again over all 2.
No closed vehicle here has both a stored price and a filed trust value to score it against.
1 vehicle on file, newest listing first
Kelyn Brannon, Michael Montelongo, Dr. Robert H. Smith and Carolyn Trabuco. The following table sets forth certain information, as of the date of this prospectus, concerning the names, ages and positions of the individuals who currently serve as our executive officers and directors: Name Age Position Matt George 35 Chief Executive Officer, President, Director, and Chairman Mark Brunner 59 Chief Revenue Officer Ryan Carrithers 41 Chief Financial Officer and Treasurer Leslie Ravestein 51 Chief Legal Officer and Secretary Michael Blitzer 48 Director Kenneth Braithwaite 65 Director Kelyn Brannon 67 Director Michael Montelongo 70 Director Dr. Robert H. Smith 61 Director Carolyn Trabuco 56 Director Our officers and directors are well qualified as leaders. In their prior positions they have gained experience in core management skills, such as strategic and financial planning, financial reporting, compliance, risk management, and leadership development.
This record is keyed to SEC CIK 0001483484 — the identifier this person files under in their own name. Every vehicle above is a filing made under that CIK, so “the same person on two shells” is a fact about an SEC identifier rather than about a name that happens to match.
Roles are the strings the filings used, in the order they were filed. Nothing on this page ranks them, infers seniority, or offers a reason why any two of these names recur — a recurrence is a count, and the filings that produced it are linked beside every row. We also hold 5 institutional-holder rows on these vehicles, under 5 distinct name strings, and none of them is counted across vehicles: that table has no CIK column, and matching holders by name would merge firms that are not the same firm.