Katy Horton

Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.

WEDGE Capital Management LLP (WEDGE) is an independent, SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1984, the firm offers a variety of value-oriented equity and fixed income strategies for institutional investors.

Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts.

Truist Bank provides financial services. Its services include banking, lending, insurance, trust, and wealth management solutions. The firm offers services to businesses, public agencies, local governments, and individuals. The company was founded in 1872 and is headquartered in Winston-Salem, NC.

Rollcast Energy, Inc. develops, owns and operates renewable power plants that use wood or biomass fuel. Its services include permitting, design, contracting, financing, construction management and asset management. The company was founded on March 21, 2005 and is headquartered in Charlotte, NC.

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.

Da Capo Press has been publishing quality hardcovers and paperbacks in American and world history, biography, music, especially jazz, film, art, photography, sports, humor,.and more recently, popular culture.Da Capo Lifelong Books features a wide array of authors and books on pregnancy, parenting, health, fitness and relationships.

Part of Champion Industries, Inc., Blue Ridge Disposition, Inc. provides printing services and supplies office products. The company is based in Huntington, WV. Blue Ridge Disposition was acquired by Champion Industries, Inc. on May 21, 1997.

Part of Chatham Asset Partners LP, Wentworth Printing Corp is a company that provides full service commercial printing services. The company is based in Columbia, SC. Wentworth Printing was acquired by Consolidated Graphics, Inc. on April 15, 1999.

Capitala Investment Advisors LLC (Capitala Group) is a private equity firm founded by Joe B. Alala in 1998. The firm is headquartered in Charlotte, North Carolina.

PBM Graphics, Inc. provides commercial printing products and services. It offers pre-press, printing, binding, finishing and packaging services across North Carolina and South Dakota. Its products include cards, advertising collateral, business forms and envelopes as well as direct mail materials. The company was founded by Terry Pegram in 1983 and is headquartered in Research Triangle Park, NC.

Five Points Capital, LLC.(Five Points Capital) is a private equity and subordinated debt investment firm founded in 1997. The firm headquartered in Winston-Salem, North Carolina. The firm is a subsidiary of BB&T Corp. (NYSE: BBT).

Project HOPE-The-People-To-People HealthFoundation, Inc. provides solutions to health problems. The firm trains health professionals and build medical facilities in areas devastated by conflict, natural disasters, and poverty. It addresses infectious diseases, health professional education, women's and children's health, humanitarian assistance, and the need for health systems and facilities. The company was founded by William B. Walsh in 1958 and is headquartered in Millwood, VA.

OpenView Investments LLC (OpenView Investments) (OpenView Venture Partners) is a venture capital firm founded in 2006 by Scott Maxwell. The firm is headquartered in Boston, MA.

Tower Associates, Inc. develops an 18-story building and property. The private company is based in Indianapolis, IN.

Historic Wilmington Foundation is a Non-Profit Organization. It protects and preserves the irreplaceable architectural and historical resources of the Lower Cape Fear region. The company programs include Revolving Fund and Easements, Preservation Resources Network, Legacy Architectural Salvage, Tar Heels Go Walking and Preservation for Profit & Live in a Landmark Workshop Series. Historic Wilmington Foundation was founded in 1966 and is headquartered in Wilmington, NC.

NC Industries, Inc. manufactures machine tools. The company is headquartered in Amherst, NY.

Project Development Services, Inc. provides project management services. It acts as a developer, a project manager, or an owner’s representative for hotel development and renovation projects. The company was founded by Ralph C. Engelberger and Angeline Fife in 2001 and is headquartered in Atlanta, GA.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

Tilia Fiduciary Partners, Inc. (TFP) is an independent registered investment advisor headquartered in Wilmington, North Carolina. The firm was founded by Walker L. Abney in 2011. TFP provides limited financial planning, portfolio management and general consulting services to individuals, trusts, estates, pooled investment vehicles, and pension and profit-sharing plans.

Emerson Collective Investments LLC (Emerson Collective) is a venture capital firm founded in 2004 by Laurene Powell Jobs. The firm is headquartered in Palo Alto, California.

The Biden Foundation is a non-profit organization that is dedicated to protecting and advancing the rights and opportunities of all people.