David Philip Purcell

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

USAA Investment Services Co. (ISCO) is a SEC-registered investment adviser headquartered in San Antonio, Texas. The firm was founded in 1970 as USAA Investment Management Co. (IMCO). They are a direct, wholly-owned subsidiary of USAA Investment Corp. and an indirect, wholly-owned subsidiary of the United Services Automobile Association (USAA), a diversified financial services organization. In 2020, ISCO’s brokerage and advisory businesses, including client accounts, were sold to Schwab Holdings, Inc., an affiliate of The Charles Schwab Corp. (Schwab) (NYSE: SCHW). ISCO’s business is now limited to referring prospective clients to Schwab or Victory Capital, performing certain referral-related marketing activities, and providing advice with respect to saving for retirement and retirement income.

American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients.

Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

Guaranty Bank & Trust NA provides commercial banking services. It offers personal banking solutions, such as checking accounts, savings accounts, online and mobile banking, credit cards, loans, and other services. The firm provides business banking solutions, including checking accounts, savings accounts, loans, online cash management, mobile banking, mortgage warehouse lending, and treasury management. The company was founded on January 13, 1913 and is headquartered in Mount Pleasant, TX.

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.

State Bar of Texas provides legal educational programming services. The private company is based in Austin, TX.

BP Energy Partners LLC (BP Energy Partners) is a private equity subsidiary of BP Capital Fund Advisors LLC founded in 2013. The firm is headquartered in Dallas, Texas.

Quintana Capital Group (Quintana Capital) is a private equity firm founded in 2005. The firm is headquartered in Houston, Texas.

U.S. Bank NA engages in operation of a commercial bank that offers loans and depositary services. The company is headquartered in Cincinnati, OH.

EverWatch Capital is a private equity subsidiary of EverWatch Financial Inc. founded in 2004 by Frohman Anderson and Matt Womble. The firm is headquartered in Greenwich, Florida.

Pariveda Solutions, Inc. engages in the provision of information technology consulting services. It delivers both consulting services and technical solutions where systems interface with people and with other systems. The firm also offers customer relationship management, enterprise integration, and software services. The company was founded by Bruce Ballengee and John Humphrey in 2003 and is headquartered in Dallas, TX.

Hitachi Consulting Corp. provides business and Information Technology consulting services to the aerospace, communications, industrial and financial sectors. It offers solutions for strategy, organization, business intelligence, performance management, corporate management, strategic technologies and outsourced product development. The company was founded in 2000 and is headquartered in Dallas, TX.

Hillard Heintze LLC engages in the provision of strategic security services and investigations. Its services include security risk management and law enforcement consulting services. The company was founded by Arnette F. Heintze and Terry Hillard on June 6, 1968 and is headquartered in Chicago, IL.

Martin & Co. engages in rental, leasing and property management business. It issues various certifications, standards, and guidelines for the security profession. The company was founded in 1955 and is headquartered in Alexandria, VA.

Part of Hilltop Holdings, Inc., Barre & Co., Inc. is a professional tax and accounting firm based in Union, NJ. The company offers a range of services, including assurance and advisory services, accounting, estate and trust planning, and tax preparation. Barre & Co. primarily services school districts, charter schools, litigation services, business valuations, non-profit, and other businesses or organizations in the greater metropolitan area. The company has been providing tax and audit services for over 30 years and has a 99.9% customer satisfaction rate. Barre & Co. was acquired by SWS Group, Inc. on March 27, 1995.

Leucadia Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2002 as Jefferies Private Client Advisers LLC. They changed their name to Jefferies Investment Advisers LLC in 2006 and to Leucadia Asset Management LLC in 2021. The firm is a wholly owned subsidiary of Jefferies Financial Group, Inc. (NYSE: JEF). LAM provides advisory services to high net-worth individuals, trusts, estates, foundations, charitable organizations, corporations and other business entities.