Matt J. Iodice

Heartland Advisors, Inc. is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm's predecessor was founded in 1983 as an investment advisory subsidiary of a regional brokerage firm, The Milwaukee Co., owned in part by William J. Nasgovitz. In 1984, Mr. Nasgovitz purchased a majority interest in the investment advisory subsidiary from his partners and started managing Heartland's first mutual fund, the Heartland Value Fund. In 1988, Mr. Nasgovitz and his partners sold The Milwaukee Co. to Dain Bosworth. In the same transaction, Mr. Nasgovitz acquired the remaining shares of the investment advisory subsidiary and changed its name to Heartland Advisors, Inc. In 2000, the firm was reorganized into a wholly owned subsidiary of Heartland Holdings, Inc., but it remains a 100% employee-owned independent firm. Heartland Advisors provides investment advice to individual and institutional clients.

Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles.

Nicholas Co., Inc. is a privately-owned, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Albert Nicholas in 1967 and they provide investment advice to individuals, institutions, trusts, estates and charitable organizations, corporations and other business entities, pensions and profit sharing plans, and investment companies.

Sculptor Capital LP is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. Formerly known as OZ Management LP, the firm was founded by Daniel Och in 1994. They are directly owned by Calder Holdco I LP and indirectly owned by Rithm Capital Corp. (NYSE: RITM). Sculptor Capital provides portfolio management services to private funds, CLOs, and/or CBOs, as well as to SMAs for institutional clients, which may include financial institutions, public and private pension funds, sovereign wealth funds, endowments, and foundations.

Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 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, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals.

Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

Founded in 1997, Imperial Capital LLC is a full-service investment banking firm and broker/dealer headquartered in Los Angeles. The firm is a subsidiary of Imperial Capital Group LLC and their ultimate parent is Imperial Capital Group Holdings LLC. Imperial Capital offers a range of proprietary products and services to institutional investors, middle-market companies and private equity firms. The firm provides institutional clients research and sales and trading of high yield and distressed debt securities, bank debt, convertible bonds, preferred stocks, and equities. They also provide middle-market companies and financial sponsors with capital markets, M&A, capital structure, restructuring and recapitalization advisory services. For their institutional clients, Imperial Capital offers a variety of research products including bank debt, investment grade debt, high yield, distressed and special situations, convertibles and busted convertibles, equities, preferred securities and industry analysis. Imperial Capital's research focuses on the following sectors: aerospace, defense and government services; airlines/transportation; business services; clean energy; consumer; energy; financial services; gaming and leisure; general industrials; healthcare; homebuilding and real estate; media and telecommunications; security and homeland security; and technology.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

G&H Wire Co., Inc. manufactures orthodontic products. It offers wire products, brackets, bands, tubes, elastomerics, and other orthodontic supplies. The company is headquartered in Franklin, IN.

Alliance Source Testing LLC engages in the provision of air emission testing solutions. It offers testing capabilities, oil and gas testing and analysis, accreditations, and health and safety services. The firm serves the asphalt production, automotive manufacturing, brick, cement production, chemical manufacturing, consultants, ethanol, fiberglass, and food and beverage industries. The company is headquartered in Decatur, AL.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Riverside Partners LLC /New York/ (Riverside Partners) is a private equity firm founded in 1988 by Bela Szigethy. The firm is headquartered in Boston, Massachusetts with additional offices across the globe.

We Are Rosie LLC is a flexible talent marketplace for the advertising and marketing industry. The company is based in Chattahoochee Hills, GA. The company leverages a community of over 10,000 independent marketers to provide curated, on-demand teams and flexible marketing talent to companies such as Bumble, Meta, IBM, and Microsoft. The company offers weekly pay and benefits to their talent. The company was founded in 2018 by Stephanie Nadi Olson, who has been the CEO since 2018.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

Walton Street Capital LLC is a Private Equity firm, a subsidiary of Walton Capital Advisors LP founded in 1994. Walton Street Capital LLC is headquartered in Chicago.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.

Pleatco LLC manufactures and develops water filtration systems. The firm specializes in the design of pump and filter technologies for pool and spa filtration applications. Its products include filter cartridges, antimicrobial filters, and grids used for diatomaceous earth filtration. The company was founded in 2006 and is headquartered in Glen Cove, NY.

WilliamsMarston LLC operates as an accounting advisory and management consulting firm. It offers interim management, restructuring, technical accounting, and private equity services. The company was founded by Landen C. Williams and Jonathan T. Marston in January 2014 and is headquartered in Boston, MA.

Arrowhead Engineered Products, Inc. distributes rotating electrical parts and components. It offers outdoor power, agricultural, construction, on-highway truck, automotive, light truck, marine and powersport, motorcycle and pwc replacement markets. The company was founded in 1986 and is headquartered in Blaine, MN.

iPROMOTEu.com, Inc. operates as a promotional products distributor. The firm’s services include order financing, back office support, sales and marketing, technology, print and packaging and graphic design. The company was founded by Ross S. Silverstein and Walter J. Schneider in August 1999 and is headquartered in Wayland, MA.

Seam Group LLC engages in the provision of electrical and workplace training and safety services. It offers includes electrical safety training, on-site and online training, training class evaluation, basic industrial electricity, three phase motor basics, hands-on electrical troubleshooting, high voltage safty, and infrared thermography training. The company was founded by Daryn R. Lewellyn in 1993 and is headquartered in Indianapolis, IN.

Barrow-Agee Laboratories LLC provides microbiological and analytical chemistry testing services. It offers tests for allergy, analytical chemistry, drugs, antibiotic residues in tissue, fats, oils, nutritional labeling, sugar and inorganic food. The company was founded by Edward Barrow and Worthen Agee in 1917 and is headquartered in Memphis, TN.

Protegis LLC engages in the provision of inspection, maintenance, installation, and repair services and sells new, repaired, and remanufactured parts for fire and security systems, and equipment. Its program include backflow testing, fire training, walk-in services, workplace safety, lose the lines, and parts buy-back. The company was founded in 1985 and is headquartered in Louisville, KY.

Vetevolve Holdings LLC provides veterinarians with an alternative approach to succession planning. The company is headquartered in Richmond, VA.

Fisher Unitech LLC engages in the provision of product lifecycle management solutions. It specializes in the software and hardware solutions for the productivity of manufacturing industry with a focus on process improvement for product development and engineering. The company was founded by Greg Fisher in 1993 and is headquartered in Troy, MI.

Precision Wire Components LLC manufactures custom medical wire components. They provide services in the areas of assembly, grinding, wire processing and coiling. They also offer metallurgical consulting, process and equipment validation, measurement capabilities, and inventory solutions for the medical devices of original equipment manufacturers. The company was founded in 1996 and is headquartered in, Tualatin, Oregon.

AERCO International, Inc. supplies boilers and water heating products. It offers boilers, water heaters, venting products, integrated controls, and accessories, which optimize the application of water heater and boiler products, and allow communication interface with building automation systems. The firm provides services to education, lodging, healthcare, entertainment and government and military sectors. The company was founded by Henry W. Angelery in 1949 and is headquartered in Blauvelt, NY.

Custom Veterinary Services, Inc. is a contract manufacturer of custom-formulated nutritional, dermatological, and grooming products for the animal health market. The company is based in Miami, FL and was founded in 2005 by Ruben F. Martinez. The company develops and manufacture a comprehensive range of made-to-order health and wellness products for dogs, cats, and horses. The company has a leading reputation for quality, innovation, and customer service and have formed trusted relationships with a diversified base of blue-chip customers, ranging from large veterinary pharmaceutical companies to leading pet care and nutrition brands. Custom Veterinary Services is the reigning National Animal Supplement Council (NASC) Supplier of the Year and provides customized solutions for product and supply chain needs.

Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS.

WestPark Capital, Inc. (Securities) (WPC-Broker) is the securities brokerage division of WestPark Capital, Inc., a full-service investment banking firm headquartered in Los Angeles, California. The firm was founded in 1999 and is principally owned by Westpark Capital Group LLC. WPC-Broker provides a full array of trading and execution services to serve the needs of both private and public companies worldwide, as well as individual and institutional investors.

Cleartelligence, Inc. is a company that helps businesses improve productivity, business agility, and operational resilience through AWS. The company is based in Newton, MA. The company's team of expert consultants can help implement end-to-end analytics and expedite digital transformation within organizations. The company also provides a step-by-step tutorial on how to use provided templates to create a customizable, radial family tree in Tableau. Founded in 2011, the company has helped thousands of organizations migrate to the cloud with a proven approach to help them reach their business objectives faster.

The Halifax Group LLC (Halifax) is a private equity firm founded in 1999 by Williams L. Rogers and David W. Dupree. The firm is headquartered in Washington, District of Columbia.