Willowtree Advisor, INC.
SEC CIK 1298095 · WLLW · last insider filing 2013-07-18
Directors (from insider filings)
| Name | Capacity as filed | Filings |
|---|---|---|
| Stastney Shadron L. | Director · Chief Strategy Officer | filed 2010 - 2013 |
| Hughes Keith | Director | filed 2010 - 2010 |
| Diamond Richard J | Director | filed 2007 - 2010 |
| Dececco Robert John III | Director · See Remarks | filed 2009 - 2010 |
| Morrison Paul William | Director · President, Chief Oper. Officer | filed 2007 - 2010 |
| Phillips Christopher | Director · Interim CEO, CFO, Treasurer | filed 2006 - 2009 |
| Lallouz Lucien | Director | filed 2007 - 2008 |
| Phillips Chris | Director · Interim CEO, CFO & Treasurer | filed 2007 - 2007 |
| Harrington TIM | Director | filed 2007 - 2007 |
| Harrington Kevin | Director | filed 2007 - 2007 |
Officers (from insider filings)
| Name | Title as filed | Filings |
|---|---|---|
| Mather Mary | CFO & Secretary | filed 2012 - 2012 |
| Clary Greg Allan | Chief Operating Officer | filed 2009 - 2010 |
About this record
From the SEC's insider-transaction filings (Forms 3, 4 and 5). Every reporting director and officer carries a Commission-assigned identifier (CIK), so these footprints are identifier-verified - no name matching involved. Insiders file when they transact, so dates are filing dates: "last filed" never means "served until". This layer is not yet joined to the nonprofit register - identity joins ship only after independent review.
Source: SEC Insider Transactions Data Sets (Forms 3/4/5), US Federal Government public domain.