| Date | Description |
|---|
| 2025-04-21 |
update person_title Robert T. Flores: Managing Partner, Director of Disruptive Technology and Innovation => Managing Partner, Director of Disruptive Technology Research |
| 2025-03-21 |
delete source_ip 23.253.99.42 |
| 2025-03-21 |
insert source_ip 23.253.121.98 |
| 2025-02-17 |
delete email mf..@wcmgmt.com |
| 2025-01-16 |
delete vp Kevin H. Shin |
| 2025-01-16 |
delete person Amanda M. Schoewe |
| 2025-01-16 |
delete person Kevin H. Shin |
| 2025-01-16 |
delete person Paul D. McHugh |
| 2025-01-16 |
insert person Amanda M. Powell |
| 2025-01-16 |
update person_title Yushu Han: Research Analyst; Research Analyst / Information Technology => Senior Security Analyst / Information Technology |
| 2024-11-14 |
delete source_ip 66.216.67.54 |
| 2024-11-14 |
insert source_ip 23.253.99.42 |
| 2024-06-07 |
insert person Marissa Guzzo |
| 2024-06-07 |
insert person Pete Kendall |
| 2024-03-11 |
delete vp Edward D. Richardson |
| 2024-03-11 |
insert chro Kathy M. Balestrieri |
| 2024-03-11 |
update person_title Brandi M. McMahon: Vice President, Director of Compliance => Vice President, Deputy Chief Compliance Officer |
| 2024-03-11 |
update person_title Edward D. Richardson: Vice President => Partner |
| 2024-03-11 |
update person_title Kathy M. Balestrieri: Vice President; HR Manager; Treasurer => Vice President; HR Director; Treasurer |
| 2023-07-14 |
insert person Kiera Culhane |
| 2023-07-14 |
insert person Yushu Han |
| 2023-04-25 |
update person_title William R. Gilchrist: Partner, Co - Portfolio Manager Sustainability Fund => Portfolio Analyst; Partner |
| 2023-03-25 |
insert career_emails ca..@wcmgmt.com |
| 2023-03-25 |
delete email ml..@wcmgmt.com |
| 2023-03-25 |
insert email ca..@wcmgmt.com |
| 2023-03-25 |
update person_title William R. Gilchrist: Co - Portfolio Manager Sustainability Fund => Partner, Co - Portfolio Manager Sustainability Fund |
| 2023-02-21 |
insert vp Nate B. Cunningham |
| 2023-02-21 |
delete person Javon D. Collins |
| 2023-02-21 |
update person_description Dee Silveira => Dee Silveira |
| 2023-02-21 |
update person_description Jenny A. Muller => Jenny A. Muller |
| 2023-02-21 |
update person_description Justin M. Moscardelli => Justin M. Moscardelli |
| 2023-02-21 |
update person_description Rajat Babbar => Rajat Babbar |
| 2023-02-21 |
update person_description Richard D. Lee => Richard D. Lee |
| 2023-02-21 |
update person_description Robert T. Flores => Robert T. Flores |
| 2023-02-21 |
update person_description William R. Gilchrist => William R. Gilchrist |
| 2023-02-21 |
update person_title Nate B. Cunningham: Senior Security Analyst => Vice President |
| 2023-02-21 |
update person_title William R. Gilchrist: Portfolio Analyst; Partner => Co - Portfolio Manager Sustainability Fund |
| 2022-05-14 |
insert person Jehanne E. Reed |
| 2022-04-13 |
delete person Jessica A. Lebo |
| 2022-04-13 |
delete person Maxine Grant |
| 2022-04-13 |
insert person Amanda M. Schoewe |
| 2022-04-13 |
insert person Peter Edwards |
| 2022-04-13 |
update person_title Joseph M. Kearney: Research Analyst => Senior Security Analyst |
| 2021-04-12 |
update person_title Mary Lyons: Administrative Manager; Adminstrative Manager => Human Resources Manager |
| 2021-01-17 |
delete otherexecutives Brandi M. McMahon |
| 2021-01-17 |
delete otherexecutives Dee Silveira |
| 2021-01-17 |
insert cto Dee Silveira |
| 2021-01-17 |
insert vp Samuel D. Ensslin |
| 2021-01-17 |
delete source_ip 104.18.126.14 |
| 2021-01-17 |
delete source_ip 104.18.127.14 |
| 2021-01-17 |
insert source_ip 66.216.67.54 |
| 2021-01-17 |
update person_title Brandi M. McMahon: Compliance Officer => Vice President, Director of Compliance |
| 2021-01-17 |
update person_title Dee Silveira: Director of Information Technology; Partner => Chief Technology Officer; Partner |
| 2021-01-17 |
update person_title Jessica A. Lebo: Research Analyst => Senior Security Analyst |
| 2021-01-17 |
update person_title Nate B. Cunningham: Research Analyst => Senior Security Analyst; Research Analyst |
| 2021-01-17 |
update person_title Samuel D. Ensslin: Senior Security Analyst and Member of the Investment Committee => Vice President and Member of the Investment Committee; Vice President |
| 2020-10-04 |
insert email wc..@wcmgmt.com |
| 2020-10-04 |
insert person Javon D. Collins |
| 2020-10-04 |
insert phone (855) 469-8577 |
| 2020-05-28 |
delete ceo D. Hamlen Thompson |
| 2020-05-28 |
delete person D. Hamlen Thompson |
| 2020-05-28 |
delete person Rosie Zhang |
| 2020-05-28 |
update person_title William R. Gilchrist: Partner => Portfolio Analyst; Partner |
| 2020-02-26 |
delete cio Dee Silveira |
| 2020-02-26 |
insert otherexecutives Dee Silveira |
| 2020-02-26 |
update person_title Dee Silveira: Director of IT; Partner => Director of Information Technology; Partner |
| 2020-01-27 |
insert person Maxine Grant |
| 2019-12-26 |
delete ceo Robert T. Flores |
| 2019-12-26 |
insert vp Edward D. Richardson |
| 2019-12-26 |
insert vp Kevin H. Shin |
| 2019-12-26 |
update person_title Edward D. Richardson: Senior Security Analyst => Vice President |
| 2019-12-26 |
update person_title Kevin H. Shin: Senior Security Analyst => Vice President |
| 2019-12-26 |
update person_title Robert T. Flores: Member of the Westfield Capital; Managing Partner => Member of the Westfield Capital; Managing Partner, Director of Disruptive Technology and Innovation |
| 2019-11-26 |
insert person Jessica A. Lebo |
| 2019-10-26 |
delete email nt..@wcmgmt.com |
| 2019-10-26 |
delete person Jehanne E. Hill |
| 2019-10-26 |
delete person Nicholas B. Thompson |
| 2019-07-28 |
delete ceo Bruce N. Jacobs |
| 2019-07-28 |
delete person Bruce N. Jacobs |
| 2019-05-21 |
delete source_ip 66.216.67.54 |
| 2019-05-21 |
insert source_ip 104.18.126.14 |
| 2019-05-21 |
insert source_ip 104.18.127.14 |
| 2019-04-18 |
delete email an..@wcmgmt.com |
| 2019-04-18 |
delete phone (617) 428-7155 |
| 2019-04-18 |
insert email ml..@wcmgmt.com |
| 2019-04-18 |
insert person Mary Lyons |
| 2019-04-18 |
insert phone (617) 428-7164 |
| 2019-02-14 |
insert vp Michael T. Poe |
| 2019-02-14 |
update person_title Michael T. Poe: Senior Security Analyst => Vice President |
| 2019-02-14 |
update person_title Samuel D. Ensslin: Research Analyst; Westfield in 2016 As a Research Analyst => Senior Security Analyst and Member of the Investment Committee |
| 2018-10-28 |
delete person Caity B. Carlucci |
| 2018-10-28 |
insert person Alec A. Finigan |
| 2018-10-28 |
insert person Joseph M. Kearney |
| 2018-07-10 |
insert person Nate B. Cunningham |
| 2018-02-13 |
delete person Michael J. Ryan |
| 2018-02-13 |
insert person Stephen Brown |
| 2018-02-13 |
update person_description Bruce N. Jacobs => Bruce N. Jacobs |
| 2018-02-13 |
update person_description Scott R. Emerman => Scott R. Emerman |
| 2018-01-01 |
insert chro Anne K. Nolen |
| 2018-01-01 |
insert vp Anne K. Nolen |
| 2018-01-01 |
insert person Nikki Sharkin |
| 2018-01-01 |
update person_title Anne K. Nolen: Human Resources Manager => Director of Human Resources; Vice President; Human Resources Manager |
| 2018-01-01 |
update person_title Kathryn A. Kearney: Chief Financial Officer; Chief Compliance Officer => Chief Financial Officer; Partner; Chief Compliance Officer |
| 2018-01-01 |
update person_title Kevin H. Shin: Research Analyst => Senior Security Analyst |
| 2018-01-01 |
update person_title Libby C. Nelson: Assistant => Associate |
| 2018-01-01 |
update person_title Molly K. Lynch: Assistant => Associate |
| 2017-10-31 |
delete person Lindsay E. McNamara |
| 2017-08-10 |
delete person Andrew A. Carey |
| 2017-06-02 |
update website_status IndexPageFetchError => OK |
| 2017-06-02 |
delete contact_pages_linkeddomain google.com |
| 2017-06-02 |
delete index_pages_linkeddomain media-server.com |
| 2017-06-02 |
insert email db..@wcmgmt.com |
| 2017-06-02 |
insert email jf..@wcmgmt.com |
| 2017-06-02 |
insert email lm..@wcmgmt.com |
| 2017-06-02 |
insert email nt..@wcmgmt.com |
| 2017-06-02 |
insert person Caity B. Carlucci |
| 2017-06-02 |
insert person Libby C. Nelson |
| 2017-06-02 |
insert person Molly K. Lynch |
| 2017-06-02 |
insert person Nicholas B. Thompson |
| 2017-03-18 |
update website_status OK => IndexPageFetchError |
| 2017-01-06 |
delete vp William R. Gilchrist |
| 2017-01-06 |
update person_description Jehanne E. Hill => Jehanne E. Hill |
| 2017-01-06 |
update person_description Kevin H. Shin => Kevin H. Shin |
| 2017-01-06 |
update person_description Michael T. Poe => Michael T. Poe |
| 2017-01-06 |
update person_description Samuel D. Ensslin => Samuel D. Ensslin |
| 2017-01-06 |
update person_title Edward D. Richardson: Research Analyst => Senior Security Analyst |
| 2017-01-06 |
update person_title Karen Chiu: Portfolio Associate => Senior Portfolio Associate |
| 2017-01-06 |
update person_title William R. Gilchrist: Vice President => Partner |
| 2016-11-20 |
update website_status IndexPageFetchError => OK |
| 2016-11-20 |
delete otherexecutives Arthur J. Bauernfeind |
| 2016-11-20 |
insert vp William R. Gilchrist |
| 2016-11-20 |
delete email kd..@wcmgmt.com |
| 2016-11-20 |
delete person Andrea C. Morse |
| 2016-11-20 |
delete person Arthur J. Bauernfeind |
| 2016-11-20 |
delete person Brandon Shankle |
| 2016-11-20 |
delete person Heather Traister |
| 2016-11-20 |
delete source_ip 66.151.191.41 |
| 2016-11-20 |
insert address One Financial Center, 23rd Floor
Boston, MA 02111 |
| 2016-11-20 |
insert contact_pages_linkeddomain google.com |
| 2016-11-20 |
insert email an..@wcmgmt.com |
| 2016-11-20 |
insert email jm..@wcmgmt.com |
| 2016-11-20 |
insert email jm..@wcmgmt.com |
| 2016-11-20 |
insert email mf..@wcmgmt.com |
| 2016-11-20 |
insert email mk..@wcmgmt.com |
| 2016-11-20 |
insert person Michael T. Poe |
| 2016-11-20 |
insert person Samuel D. Ensslin |
| 2016-11-20 |
insert source_ip 66.216.67.54 |
| 2016-11-20 |
update person_title Anne Nolen: Human Resource Manager; Human Resources Manager => Human Resources Manager |
| 2016-11-20 |
update person_title Dave Bernard: Senior Marketing & Client Service Associate => Senior Associate |
| 2016-11-20 |
update person_title Lindsay E. McNamara: Senior Marketing & Client Service Associate => Senior Associate / Senior Associate / Marketing & Client Service |
| 2016-11-20 |
update person_title Matthew E. Fuchs: Senior Marketing & Client Service Associate => Senior Associate / Senior Associate / Marketing & Client Service; Senior Associate, Marketing & Client Service |
| 2016-11-20 |
update person_title William R. Gilchrist: Capital in 2007 As a Security Analyst and Member of the Investment Committee; Vice President, Senior Security Analyst => Vice President |
| 2016-07-03 |
update website_status OK => IndexPageFetchError |
| 2016-02-12 |
insert person Jehanne Hill |
| 2016-01-15 |
delete otherexecutives Helen L. McAuley |
| 2016-01-15 |
insert coo Steven C. Wilner |
| 2016-01-15 |
insert otherexecutives Brandi McMahon |
| 2016-01-15 |
insert otherexecutives Dee Silveira |
| 2016-01-15 |
insert otherexecutives Kathryn A. Kearney |
| 2016-01-15 |
delete person Helen L. McAuley |
| 2016-01-15 |
delete person Kimberly A. D'Agostino |
| 2016-01-15 |
delete person Scott Brunini |
| 2016-01-15 |
update person_title Andrea C. Morse: Assistant Vice President, Marketing & Client Service => Vice President, Marketing & Client Service |
| 2016-01-15 |
update person_title Andrew Carey: Senior Trading Associate => Trader |
| 2016-01-15 |
update person_title Brandi McMahon: Compliance Manager => Compliance Officer |
| 2016-01-15 |
update person_title Dee Silveira: Partner => Director of IT; Partner |
| 2016-01-15 |
update person_title Ellen Tracy: Partnership Accounting Associate => Senior Partnership Accounting Associate |
| 2016-01-15 |
update person_title Heather Traister: Portfolio Associate => Senior Portfolio Associate |
| 2016-01-15 |
update person_title Kathryn A. Kearney: Chief Financial Officer => Chief Financial Officer; Chief Compliance Officer |
| 2016-01-15 |
update person_title Matthew E. Fuchs: Marketing & Client Service Associate => Senior Marketing & Client Service Associate |
| 2016-01-15 |
update person_title Steven C. Wilner: Partner => Director of Operations; Partner |
| 2016-01-15 |
update person_title William R. "Gilly" Gilchrist: Senior Security Analyst; Capital in 2007 As a Security Analyst and Member of the Investment Committee => Capital in 2007 As a Security Analyst and Member of the Investment Committee; Vice President, Senior Security Analyst |
| 2016-01-15 |
update robots_txt_status clients.westfieldcapital.com: 404 => 0 |
| 2015-11-06 |
delete person Patrick Regan |
| 2015-08-14 |
delete person Caitlin J. Dufault |
| 2015-07-14 |
insert address One Financial Center
Boston, MA 02111-2621 |
| 2015-07-14 |
insert terms_pages_linkeddomain silverscape.com |
| 2015-07-14 |
insert terms_pages_linkeddomain westfieldcapital.com |
| 2015-06-16 |
delete address One Financial Center
Boston, MA 02111-2621 |
| 2015-06-16 |
delete person Bridget McGillivray |
| 2015-06-16 |
delete person Kelly J. Wallace |
| 2015-06-16 |
delete terms_pages_linkeddomain silverscape.com |
| 2015-06-16 |
delete terms_pages_linkeddomain westfieldcapital.com |
| 2015-04-20 |
insert person Michael Brown |
| 2015-04-20 |
update person_title Bridget McGillivray: Compliance Assistant => Marketing & Client Service Assistant |
| 2015-03-23 |
update person_title Dave Bernard: Senior Trade Allocations Associate => Senior Marketing & Client Service Associate |
| 2015-03-23 |
update person_title Karen Chiu: Reconciliation Associate => Portfolio Associate |
| 2015-01-23 |
delete coo Steven C. Wilner |
| 2015-01-23 |
delete otherexecutives Dee Silveira |
| 2015-01-23 |
delete otherexecutives John G. Higgins |
| 2015-01-23 |
delete vp Dee Silveira |
| 2015-01-23 |
delete vp Steven C. Wilner |
| 2015-01-23 |
delete person John G. Higgins |
| 2015-01-23 |
insert person Kevin Shin |
| 2015-01-23 |
insert person Peter Edwards |
| 2015-01-23 |
update person_title Andrea C. Morse: Senior Marketing & Client Service Manager => Assistant Vice President, Marketing & Client Service |
| 2015-01-23 |
update person_title Andrew Carey: Trading Associate => Senior Trading Associate |
| 2015-01-23 |
update person_title Dee Silveira: Vice President; Director of Information Technology => Partner |
| 2015-01-23 |
update person_title Jenny A. Muller: Senior Marketing & Client Service Associate => Marketing & Client Service Manager |
| 2015-01-23 |
update person_title John M. Montgomery: Managing Partner and Portfolio Strategist => Managing Partner, Portfolio Strategist & COO |
| 2015-01-23 |
update person_title Jonathan Schroth: Portfolio Strategy Associate => Senior Portfolio Strategy Associate |
| 2015-01-23 |
update person_title Lindsay E. McNamara: Marketing & Client Service Associate => Senior Marketing & Client Service Associate |
| 2015-01-23 |
update person_title Steven C. Wilner: Vice President; Director of Operations => Partner |
| 2014-11-11 |
insert person Edward D. Richardson |
| 2014-10-13 |
delete person Victoria L. Brophey |
| 2014-09-06 |
delete address One Financial Center, 24th Floor Boston, Massachusetts 02111-2621 |
| 2014-09-06 |
delete person Anupam Bose |
| 2014-09-06 |
delete person Morton L. Fearey II |
| 2014-09-06 |
insert address One Financial Center, 23rd Floor Boston, Massachusetts 02111-2621 |
| 2014-09-06 |
insert person Michael B. Kinney |
| 2014-09-06 |
insert person Rajat Babbar |
| 2014-09-06 |
insert person Victoria L. Brophey |
| 2014-09-06 |
update primary_contact One Financial Center, 24th Floor Boston, Massachusetts 02111-2621 => One Financial Center, 23rd Floor Boston, Massachusetts 02111-2621 |
| 2014-08-09 |
insert person Bridget McGillivray |
| 2014-08-09 |
insert person Paul McHugh |
| 2014-07-02 |
delete person Ashley Lake |
| 2014-07-02 |
delete person Matthew B. Coll |
| 2014-07-02 |
delete person Meghan G. Civiello |
| 2014-07-02 |
insert person Annabelle Smith |
| 2014-04-17 |
insert person Danis II |
| 2014-04-17 |
insert person Kelly J. Wallace |
| 2014-04-17 |
insert person Kevin J. Danis II |
| 2014-02-06 |
update person_title Ashley Lake: Office Manager => Marketing & Client Service Assistant |
| 2014-01-09 |
delete otherexecutives Kathy M. Balestrieri |
| 2014-01-09 |
insert vp Kathy M. Balestrieri |
| 2014-01-09 |
delete person Kevin D. Robertson |
| 2014-01-09 |
delete person Nate S. Kirnie |
| 2014-01-09 |
update person_title Kathy M. Balestrieri: Assistant Vice President; Treasurer => Vice President; Treasurer |
| 2014-01-09 |
update person_title Mary Lyons: Receptionist => Office Administrator |
| 2014-01-09 |
update person_title Pauline de la Mar: Portfolio Associate => Senior Portfolio Associate |