Jon Holtaway
Vermögen: 1 Mio $ am 31.07.2026
Vermögen: 1 Mio $ am 31.07.2026
Mr. Jonathan D.
Holtaway is an Independent Director at Hawthorn Bancshares, Inc., a President at Ategra Capital Management LLC, a Co-Owner at Ategra GP LLC and a Managing Member at Ategra Financial Institution Fund LP.
He is on the Board of Directors at Hawthorn Bancshares, Inc. and Hawthorn Bank (Missouri).
He co-founded the firm in May 2005.
Mr. Holtaway was previously employed as a Managing Director & Partner by Danielson Associates, Inc.
He received his B.S in Economics and a B.A. in History from the University of Pennsylvania’s Wharton School of Business.
| Unternehmen | Datum | Anzahl der Aktien | Bewertung | Datum der Bewertung |
|---|---|---|---|---|
| 02.06.2026 | 28.500 ( 0,41 % ) | 1 Mio $ | 31.07.2026 |
| Unternehmen | Position | Beginn |
|---|---|---|
| HAWTHORN BANCSHARES, INC. | Direktor/Vorstandsmitglied | 13.03.2019 |
Ategra Capital Management LLC
Ategra Capital Management LLC Investment ManagersFinance Ategra Capital invests principally in undervalued US large-cap stocks. The firm utilizes long-short equity strategies pursuant to which it sells securities short and seeks to improve the risk and reward relationship of a long-only large-cap index. The combination of investments is designed to make the market return in a tax efficient manner on the diversified large-cap investments and additional return on the Investment Manager’s individually selected long and short portfolios, while reducing portfolio volatility. | Gründer | 01.05.2005 |
Hawthorn Bank (Missouri)
Hawthorn Bank (Missouri) Regional BanksFinance Operates as a state chartered commercial bank | Direktor/Vorstandsmitglied | 01.03.2019 |
Ategra GP LLC
Ategra GP LLC Financial ConglomeratesFinance Provides investment services | Corporate Officer/Principal | - |
Ategra Financial Institution Fund LP | Corporate Officer/Principal | - |
| Unternehmen | Position | Ende |
|---|---|---|
Danielson Associates, Inc.
Danielson Associates, Inc. Investment ManagersFinance Provides advisory services | Corporate Officer/Principal | 01.09.2001 |
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| Private Unternehmen | 7 |
|---|---|
Hawthorn Bancshares, Inc.
Hawthorn Bancshares, Inc. Regional BanksFinance Operates as a bank holding company whose subsidiaries provides banking services | Finance |
University of Pennsylvania
University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Danielson Associates, Inc.
Danielson Associates, Inc. Investment ManagersFinance Provides advisory services | Finance |
Hawthorn Bank (Missouri)
Hawthorn Bank (Missouri) Regional BanksFinance Operates as a state chartered commercial bank | Finance |
Ategra Capital Management LLC
Ategra Capital Management LLC Investment ManagersFinance Ategra Capital invests principally in undervalued US large-cap stocks. The firm utilizes long-short equity strategies pursuant to which it sells securities short and seeks to improve the risk and reward relationship of a long-only large-cap index. The combination of investments is designed to make the market return in a tax efficient manner on the diversified large-cap investments and additional return on the Investment Manager’s individually selected long and short portfolios, while reducing portfolio volatility. | Finance |
Ategra GP LLC
Ategra GP LLC Financial ConglomeratesFinance Provides investment services | Finance |
Ategra Financial Institution Fund LP |
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