Mark C. D. Newall

Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations.

Factory Mutual Insurance Co. provides commercial and industrial property insurance worldwide. Its products include sustainability select, cargo insurance, alternative risk transfer:Rent-A-Captain and business interruption coverage. The firm services include boiler and machinery services, predictive analytics and claims services. The company was founded in 1999 and is headquartered in Johnston, RI.

Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

Burke & Herbert Bank & Trust Co. (BHT) is the investment management subsidiary of Burke & Herbert Bank & Trust Co. (Virginia) (OTCMKTS: BHRB). The firm is headquartered in Alexandria and has branches throughout the State. Founded in 1852 by the Burke and Herbert families, BHT provides investment advisory services to individuals, families and businesses in the Northern Virginia area.

Part of Owens & Minor, Inc., Stuart Medical, Inc. distributes medical supplies. The company is based in Greensburg, PA. Stuart Medical was acquired by Owens & Minor, Inc. on May 12, 1994 for $155.20 million.

Groove Mobile, Inc. provides mobile music services. The firm offers full track mobile downloads, peer-to-peer sharing, and personalized music recommendations. It has operations in the United States, Canada, and Europe. The company was founded in 2001 and is headquartered in Bedford, MA.

Vela Systems, Inc. develops mobile software for project management. The company was founded by Adam H. Omansky, Joshua L. Kanner and Charley R. Lax in April 2005 and is headquartered in San Rafael, CA.

The Echo Nest Corp. develops music search, personalization and interactivity applications. Its solutions include dynamic music data, audio fingerprinting, interactive music and remix applications. The company was founded by Brian Whitman and Tristan Jehan in 2005 and is headquartered in Somerville, MA.

GelSight, Inc. designs and sells surface imaging equipment. It offers benchtop scanners that capture the surface geometry of any material regardless of its optical properties. The company was founded by William J. Yost III, J?nos Roh?ly, Micah Kimo Johnson and Edward H. Adelson in July 2011 and is headquartered in Waltham, MA.

NADRO SAPI de CV manufactures and distributes pharmaceutical products. The Company's activities include purchase and wholesale pharmaceutical, personal hygiene, beauty and personal care products that are marketed in pharmacies in Mexico. It markets around 9, 800 products and 6, 200 of these are classified as pharmaceutical products (medicines). NADRO was established in 1943 and is headquartered in Mexico City, Mexico.

Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients.

Burke & Herbert Bank & Trust Co. is a bank holding company, which engages in the provision of personal banking, business banking, and on line banking through its subsidiary. Its services include checking, order checks, statement savings, student banking, convenient checking, overdraft protection, visa gift cards, cash card, visa debit card, mortgage, and instalment loans. The company was founded by John Woolfolk Burke and Arthur Herbert in 1852 and is headquartered in Alexandria, VA.

Kodiak Ventures Management Company Inc (Kodiak Venture Partners) is a venture capital firm founded in 1999 by Jim H. Furneaux and David Furneaux. The firm is headquartered in Wellesley, Massachusetts.

Part of Nortel Networks Corp., EPiCON, Inc. develops software for application service providers to deploy and update software from a central server. The company is based in Chelmsford, MA. EPiCON was acquired by Nortel Networks Corp. on September 05, 2000 for $439.56 million.

The Brigham & Women's Hospital, Inc. provides health care services. The firm offers treatment for cancer, cardio vascular, neurosciences, orthopedic, arthritis, women's health and clinical services. The company was founded in 1980 and is headquartered in Boston, MA.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

National Association of Chain Drug Stores, Inc. represents the chain community pharmacy industry. The non-profit company is based in Alexandria, VA and has subsidiaries in the United States. The company's mission is to advance the interests and objectives of pharmacies, which are the face of neighborhood healthcare. The CEO of the company is Steven C. Anderson.

Healthcare Distribution Alliance operates membership organizations. The firm distributes healthcare and pharmaceutical products. It delivers to pharmacies, hospitals, nursing homes, and health clinics. It provides members to share industry practices, represents member concerns before Congress and regulatory agencies, and publishes newsletters. The company is headquartered in Arlington, VA.

Mass General Brigham, Inc. engages in the provision of patient care, research, teaching, and community services. It offers community and specialty hospitals, physician network, community health centers, and home care. The firm also sponsors research programs and community health outreach programs. The company was founded in 1994 and is headquartered in Boston, MA.

Parata Systems LLC engages in the provision of pharmacy technology solutions. It offers pharmacy automation, medication management, pharmacy workflow integration, medication packaging, and long term care medication solutions. The company was founded by Jess Eberdt and W. L. Townsend in 2001 and is headquartered in Durham, NC.

Guidepost Growth Management Co. LLC (Guidepost Growth Mgmt) is a private equity subsidiary of North Bridge Venture Partners founded in 2007 by Doug A. Kingsley and Jim M. Moran. The firm is headquartered in Boston, Massachusetts.

Seniorlink, Inc. provides eldercare advice and care management services at home for aging parents and relatives. The company delivers structured family care giving service for individuals who need significant help with activities of daily living. The company was founded by E. Byron Hensley Jr. in 2000 and is headquartered in Boston, MA.

McKesson Pharmaceutical distributes and supplies healthcare services, and medical supplies and equipment. It offers adherence solutions, asset management, audit intervention service, behavioral coaching, central fill, clinical trials, clinical solutions, dental conversion, express coverage, frontedge, group purchasing organization services, and managed care optimizer. The company was founded and is headquartered in San Francisco, CA.

MuniCrest Investment Management Co. LLC (MuniCrest) is a state registered investment advisor and consulting firm headquartered in North Andover, Massachusetts. The firm was founded by Jeffrey D. Slater in 2000. They are a majority owned subsidiary of Boston Hill Advisors LLC. MuniCrest specializes in the management of fixed income portfolios for insurance companies and individuals.

Onshape, Inc. engages in the provision of cloud and mobile professional three-dimensional computer-aided design system. The company was founded by Jon Hirschtick, John Joseph McEleney, Heung-Wing Li, David J. Corcoran, Michael Lauer, Axel Bichara, and Scott Harris in 2012 and is headquartered in Cambridge, MA.

Paperless Parts, Inc. engages in the provision of cloud-based platform for manufacturing. Its products include paperless quoting, paperless viewer. The company was founded by Jason Ray, Scott Sawyer, Jay Jacobs, and Matt Sordillo in 2017 and is headquartered in Boston, MA.

Yobe, Inc. develops audio technology for speech and multi media content. Tje firm provides artificial intelligence powered algorithmic software that enables studio level audio manipulation in a downloadable and/or SaaS application. Its solutions iclude noise and echo cancellation solutions, media enhancement solutions, voice biometric security solutions and VoIP communications solutions. The company was founded by S. Hamid Nawab, James Fairy, and Ken Sutton in 2014 and is headquartered in Boston, MA.