Manning & Napier, Inc. MN
Trading inactive
| Name of reporting person | Citizenship or organization | Sole voting power | Shared voting power | Sole dispositive power | Shared dispositive power | Amount beneficially owned | Percent of class | Accepted date |
|---|---|---|---|---|---|---|---|---|
| 26-0385758 | Delaware | 1004568 | 0 | 1040968 | 0 | 1040968 | 5.64 % | 11/02/2022 |
| 13-3127734 | Delaware | 1004568 | 0 | 1040968 | 0 | 1040968 | 5.64 % | 11/02/2022 |
| 87-2176320 | Delaware | 2612413 | 0 | 2612413 | 0 | 2612413 | 14.15 % | 10/12/2021 |
| RMB Capital Management, LLC | Delaware Limited Liability Company | 0 | 0 | 0 | 0 | 0 | 0 % | 12/02/2021 |
| RMB Mendon Managers, LLC | Delaware Limited Liability Company | 0 | 0 | 0 | 0 | 0 | 0 % | 12/02/2021 |
| Mendon Capital Advisors Corp. | Delaware Corporation | 0 | 400000 | 0 | 0 | 400000 | 2.43 % | 12/02/2021 |
| RMB Capital Holdings, LLC | Delaware Limited Liability Company | 0 | 0 | 0 | 0 | 0 | 0 % | 12/02/2021 |
| 13-3127734 | Delaware | 1144868 | 0 | 1188568 | 0 | 1188568 | 7.21 % | 11/02/2021 |
| 26-0385758 | Delaware | 1144868 | 0 | 1188568 | 0 | 1188568 | 7.21 % | 11/02/2021 |
| Marc Mayer | 1394779 | 0 | 1394779 | 0 | 1394779 | 7.9 % | 21/12/2020 | |
| Christian Olesen | 1473908 | 0 | 1473908 | 0 | 1473908 | 9.1 % | 23/04/2020 | |
| Olesen Value Fund L.P. | 1473908 | 0 | 1473908 | 0 | 1473908 | 9.1 % | 23/04/2020 | |
| Olesen Value Fund GP LLC | 1473908 | 0 | 1473908 | 0 | 1473908 | 9.1 % | 23/04/2020 | |
| RMB Mendon Managers, LLC | Delaware Limited Liability Company | 0 | 606242 | 0 | 0 | 606242 | 3.89 % | 14/02/2020 |
| Mendon Capital Advisors Corp. | Delaware Corporation | 0 | 853878 | 0 | 0 | 853878 | 5.48 % | 14/02/2020 |
| RMB Capital Holdings, LLC | Delaware Limited Liability Company | 0 | 1460120 | 0 | 0 | 1460120 | 9.36 % | 14/02/2020 |
| RMB Capital Management, LLC | Delaware Limited Liability Company | 0 | 1460120 | 0 | 0 | 1460120 | 9.36 % | 14/02/2020 |
| 13-3127734 | Delaware | 1218699 | 0 | 1218699 | 0 | 1218699 | 7.81 % | 13/02/2020 |
| 26-0385758 | Delaware | 1218699 | 0 | 1218699 | 0 | 1218699 | 7.81 % | 13/02/2020 |
| The Vanguard Group - 23-1945930 | Pennsylvania | 4262 | 0 | 908704 | 4262 | 912966 | 5.85 % | 11/02/2020 |
| 13-3127734 | Delaware | 1208300 | 0 | 1208300 | 0 | 1208300 | 7.88 % | 13/02/2019 |
| 26-0385758 | Delaware | 1208300 | 0 | 1208300 | 0 | 1208300 | 7.88 % | 13/02/2019 |
| Iron Road Capital Partners LLC | Delaware Limited Liability Company | 0 | 28187 | 0 | 0 | 28187 | 0.2 % | 10/10/2018 |
| RMB Capital Holdings, LLC | Delaware Limited Liability Company | 0 | 2142877 | 0 | 0 | 2142877 | 14 % | 10/10/2018 |
| RMB Capital Management, LLC | Delaware Limited Liability Company | 0 | 2142877 | 0 | 0 | 2142877 | 14 % | 10/10/2018 |
| Mendon Capital Advisors Corp. | Delaware Corporation | 0 | 1508448 | 0 | 0 | 1508448 | 9.8 % | 10/10/2018 |
| RMB Mendon Managers, LLC | Delaware Limited Liability Company | 0 | 606242 | 0 | 0 | 606242 | 4 % | 10/10/2018 |
| # 02-0712418. | Delaware | 0 | 0 | 0 | 0 | 0 | 0 % | 10/09/2018 |
| RMB Mendon Managers, LLC | Delaware Limited Liability Company | 0 | 407942 | 0 | 0 | 407942 | 2.7 % | 13/02/2018 |
| RMB Capital Holdings, LLC | Delaware Limited Liability Company | 0 | 1339626 | 0 | 0 | 1339626 | 8.9 % | 13/02/2018 |
| Mendon Capital Advisors Corp. | Delaware Corporation | 0 | 903497 | 0 | 0 | 903497 | 6 % | 13/02/2018 |
| RMB Capital Management, LLC | Delaware Limited Liability Company | 0 | 1339626 | 0 | 0 | 1339626 | 8.9 % | 13/02/2018 |
| Iron Road Capital Partners LLC | Delaware Limited Liability Company | 0 | 28187 | 0 | 0 | 28187 | 0.2 % | 13/02/2018 |
| (1) BlackRock, Inc. | Delaware | 159955 | 0 | 159955 | 0 | 159955 | 1.1 % | 10/07/2017 |
| 77-0464710 | United States | 1361705 | 0 | 1402755 | 0 | 1402755 | 9.9 % | 03/02/2017 |
| (1) BlackRock, Inc. | Delaware | 836878 | 0 | 850961 | 0 | 850961 | 5.7 % | 30/01/2017 |
| 77-0464710 | United States | 1201100 | 0 | 1228175 | 0 | 1228175 | 8.75 % | 12/02/2016 |
| 26-0385758 | Delaware | 839900 | 0 | 839900 | 0 | 839900 | 5.68 % | 11/02/2016 |
| Artisan Partners Asset Management Inc. | Delaware | 0 | 391639 | 0 | 421795 | 421795 | 2.9 % | 02/02/2016 |
| Artisan Partners Limited Partnership | Delaware | 0 | 391639 | 0 | 421795 | 421795 | 2.9 % | 02/02/2016 |
| Artisan Investments GP LLC | Delaware | 0 | 391639 | 0 | 421795 | 421795 | 2.9 % | 02/02/2016 |
| Artisan Partners Holdings LP | Delaware | 0 | 391639 | 0 | 421795 | 421795 | 2.9 % | 02/02/2016 |
| (1) BlackRock, Inc. | Delaware | 614736 | 0 | 658382 | 0 | 658382 | 4.5 % | 10/12/2015 |
| # 02-0712418. | Delaware | 1048840 | 0 | 1378985 | 0 | 1378985 | 1 % | 09/02/2015 |
| # 02-0712418. | Delaware | 874685 | 0 | 1152730 | 0 | 1152730 | 1 % | 09/02/2015 |
| John L. Keeley, Jr. | United States | 0 | 0 | 0 | 0 | 1380 | 0.01 % | 09/02/2015 |
| Keeley Asset Management Corp. | Illinois | 97167 | 0 | 97167 | 0 | 97167 | 0.7 % | 09/02/2015 |
| (1) BlackRock, Inc. | Delaware | 1152047 | 0 | 1222529 | 0 | 1222529 | 8.9 % | 02/02/2015 |
| Artisan Partners Holdings LP | Delaware | 0 | 806386 | 0 | 829419 | 829419 | 6.1 % | 30/01/2015 |
| Artisan Partners Limited Partnership | Delaware | 0 | 806386 | 0 | 829419 | 829419 | 6.1 % | 30/01/2015 |
| Artisan Investments GP LLC | Delaware | 0 | 806386 | 0 | 829419 | 829419 | 6.1 % | 30/01/2015 |
| Artisan Partners Asset Management Inc. | Delaware | 0 | 806386 | 0 | 829419 | 829419 | 6.1 % | 30/01/2015 |
| Ronald Baron452609100 | New York | 0 | 792529 | 0 | 1027529 | 1027529 | 7.54 % | 14/02/2014 |
| BAMCO INC /NY/452609100 | New York | 0 | 785000 | 0 | 1020000 | 1020000 | 7.48 % | 14/02/2014 |
| Baron Capital Group, Inc.452609100 | New York | 0 | 792529 | 0 | 1027529 | 1027529 | 7.54 % | 14/02/2014 |
| Baron Capital Management, Inc.452609100 | New York | 0 | 7529 | 0 | 7529 | 7529 | 0.06 % | 14/02/2014 |
| Baron Growth Fund452609100 | New York | 0 | 600000 | 0 | 600000 | 600000 | 4.4 % | 14/02/2014 |
| BARCLAYS GLOBAL INVESTORS, NA. | Delaware | 679439 | 0 | 706239 | 0 | 1077818 | 2.58 % | 13/02/2014 |
| 59-2385219 | State of Florida | 631284 | 0 | 631284 | 0 | 631284 | 4.63 % | 29/01/2014 |
| 52-2343049 | New York | 730092 | 0 | 730092 | 0 | 730092 | 5.35 % | 13/01/2014 |
| Baron Capital Management, Inc.452609100 | New York | 0 | 59981 | 0 | 59981 | 59981 | 0.44 % | 14/02/2013 |
| Ronald Baron452609100 | New York | 0 | 874123 | 0 | 1113101 | 1113101 | 8.19 % | 14/02/2013 |
| Baron Capital Group, Inc.452609100 | New York | 0 | 874123 | 0 | 1113101 | 1113101 | 8.19 % | 14/02/2013 |
| BAMCO INC /NY/452609100 | New York | 0 | 814142 | 0 | 1053120 | 1053120 | 7.75 % | 14/02/2013 |
| Baron Growth Fund452609100 | New York | 0 | 610000 | 0 | 610000 | 610000 | 4.49 % | 14/02/2013 |
| John L. Keeley, Jr. | United States | 0 | 0 | 0 | 0 | 2280 | 0.02 % | 07/02/2013 |
| Keeley Asset Management Corp. | Illinois | 1472820 | 0 | 1652390 | 0 | 1652390 | 12.2 % | 07/02/2013 |
| 59-2385219 | State of Florida | 695505 | 0 | 695505 | 0 | 695505 | 5.12 % | 29/01/2013 |
| 52-2343049 | New York | 1512592 | 0 | 1512592 | 0 | 1512592 | 11.14 % | 07/06/2012 |
| 59-3299598 | State of Florida | 1603340 | 0 | 1603340 | 0 | 1603340 | 12.83 % | 14/02/2012 |
| BAMCO INC /NY/452609100 | New York | 0 | 697375 | 0 | 806024 | 806024 | 6.45 % | 14/02/2012 |
| Baron Capital Management, Inc.452609100 | New York | 0 | 78194 | 0 | 82475 | 82475 | 0.66 % | 14/02/2012 |
| Ronald Baron452609100 | New York | 0 | 775569 | 0 | 888499 | 888499 | 7.11 % | 14/02/2012 |
| Baron Growth Fund452609100 | New York | 0 | 625000 | 0 | 625000 | 625000 | 5 % | 14/02/2012 |
| Baron Capital Group, Inc.452609100 | New York | 0 | 775569 | 0 | 888499 | 888499 | 7.11 % | 14/02/2012 |
| FMR LLC | Delaware | 0 | 0 | 1248750 | 0 | 1248750 | 9.99 % | 14/02/2012 |
| Edward C. Johnson 3d | United States of America | 0 | 0 | 1248750 | 0 | 1248750 | 9.99 % | 14/02/2012 |
| 04-2683227 | Massachusetts | 0 | 1094200 | 0 | 0 | 1237500 | 9.9 % | 14/02/2012 |
| FMR LLC | Delaware | 0 | 0 | 1399990 | 0 | 1399990 | 10.306 % | 10/02/2012 |
| Edward C. Johnson 3d | United States of America | 0 | 0 | 1399990 | 0 | 1399990 | 10.306 % | 10/02/2012 |
| Keeley Asset Management Corp. | Illinois | 1524820 | 0 | 1652390 | 0 | 1652390 | 13.2 % | 07/02/2012 |
| John L. Keeley, Jr. | United States | 0 | 0 | 0 | 0 | 570 | 0.005 % | 07/02/2012 |
| William Blair36-2214610 | W Adams Chicago IL | 961750 | 0 | 961750 | 0 | 961750 | 7.69 % | 30/01/2012 |
| 59-2385219 | State of Florida | 1224110 | 0 | 1224110 | 0 | 1224110 | 9.01 % | 25/01/2012 |
| 52-2343049 | New York | 909100 | 0 | 909100 | 0 | 909100 | 7.27 % | 18/01/2012 |
| 59-3299598 | State of Florida | 1616920 | 0 | 1616920 | 0 | 1616920 | 12.93 % | 07/12/2011 |