DONALDSON CAPITAL MANAGEMENT, LLC

HTTP://RISINGDIVIDENDINVESTING.BLOGSPOT.COM/ EVANSVILLE, IN Investment Advisor How do I update this listing?

Subscription Required

Equal-WT
WhaleScore 2.0 ?

80

S&P 500
WhaleScore ?

Subscription Required

Original
WhaleScore ?

Donaldson Capital Management is based out of Evansville. Donaldson Capital Management is a large advisory firm with 1712 clients and discretionary assets under management (AUM) of $2,018,120,165 (Form ADV from 2021-03-30). Their last reported 13F filing for Q1 2021 included $1,819,630,000 in managed 13F securities and a top 10 holdings concentration of 33.12%. Donaldson Capital Management's largest holding is Apple Inc with shares held of 687,860. Donaldson Capital Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 47 13F filings

Download 13F Summary Create Alert

03/31/2021

13F Activity

  • Market Value $1.82 Billion
  • Prior Market Value $1.69 Billion
  • New Purchases17 stocks
  • Additional Purchases105 stocks
  • Sold out of7 stocks
  • Reduced holdings in99 stocks
  • Top 10 Holdings % 33.12 %
  • Turnover % [1]:9.88%
  • Turnover Alt % [2]: 11.35 %
  • Time Held Top20:7.75 quarters
  • Time Held Top10:5.90 quarters
  • Time Held All:15.67 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-05-17

Performance for Q1 2021: 8.66%
Performance Last 4 Quarters: 33.12%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted

View Last Form Adv Compilation Report on Record

DONALDSON CAPITAL MANAGEMENT LLC
20 NORTHWEST FIRST STREET FIFTH FLOOR
EVANSVILLE IN    47708
Country: United States

Business Phone: 812-421-3211
Fax: 812-421-3214
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: IN
Number of employees: 38
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,A PERCENTAGE OF FEES UNDER MANAGEMENT
Amount of client funds and securities:
Total Number of Clients: 1712
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Insider Transactions in the past year

Loading...

DONALDSON CAPITAL MANAGEMENT LLC

ownership team - last updated 2021-03-30
Name Title Start Date Direct/Indirect % Ownership
DONALDSON, GREGORY, C CHAIRMAN/MANAGER 11/01/1994 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC CHAIRMAN/MANAGER direct 1994-11-01
DONALDSON CAPITAL MANAGEMENT LLC CHAIRMAN direct 2000-01-01 2005-06-30
DONALDSON CAPITAL MANAGEMENT LLC CHAIRMAN/MANAGER direct 2000-01-01 2006-02-16
HULL, MICHAEL, D PRESIDENT/MANAGER 01/01/2000 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC PRESIDENT/MANAGER direct 2000-01-01
DONALDSON CAPITAL MANAGEMENT LLC PRESIDENT, C.E.O. direct 2000-01-01 2005-06-30
DONALDSON CAPITAL MANAGEMENT LLC PRESIDENT, C.E.O./MANAGER direct 2000-01-01 2006-02-16
ROOP, RICHARD, WAYNE VICE-PRESIDENT/MANAGER 08/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC VICE-PRESIDENT/MANAGER direct 2002-08-01
ALSMAN, RANDALL, KEITH VICE-PRESIDENT/MANAGER 08/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC VICE-PRESIDENT/MANAGER direct 2007-08-01
ZABRATANSKI, JOSEPH, PAUL VICE-PRESIDENT/MANAGER 11/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC VICE-PRESIDENT/MANAGER direct 2011-11-01
SHOVERS, ALAN, NATHAN DIRECTOR 12/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC DIRECTOR direct 2012-12-01
HARTMAN, CIAVON, RENEE CHIEF COMPLIANCE OFFICER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2014-01-01
WRIGHT, MARVIN, JAMES MANAGER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC MANAGER direct 2014-01-01
ROOP, BRANDON, RICHARD DIR-INSTITUTIONAL SERVICES/MANAGER 10/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC DIR-INSTITUTIONAL SERVICES/MANAGER direct 2010-10-01
MARKLE, MATTHEW, KYLE DIR-INVESTMENT OPERATIONS/MANAGER 12/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC DIR-INVESTMENT OPERATIONS/MANAGER direct 2008-12-01
NICHOLS, STEVEN, HENRY DIRECTOR 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC DIRECTOR direct 2015-01-01
PATBERG, RONALD, JAY SENIOR PORTFOLIO MANAGER 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC SENIOR PORTFOLIO MANAGER direct 2016-10-01
THE DONALDSON FAMILY, LLC OWNER 10/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC OWNER direct 2016-10-01
ALSMAN, BLAKE, T SENIOR INVESTMENT ADVISOR 01/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC SENIOR INVESTMENT ADVISOR direct 2021-01-01
DIETSCH, BETH, ANN INVESTMENT ADVISOR 01/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC INVESTMENT ADVISOR direct 2021-01-01

DONALDSON CAPITAL MANAGEMENT LLC

ownership team - last updated 2020-08-12
Name Title Start Date Direct/Indirect % Ownership
DONALDSON, GREGORY, C CHAIRMAN/MANAGER 11/01/1994 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC CHAIRMAN/MANAGER direct 1994-11-01
DONALDSON CAPITAL MANAGEMENT LLC CHAIRMAN direct 2000-01-01 2005-06-30
DONALDSON CAPITAL MANAGEMENT LLC CHAIRMAN/MANAGER direct 2000-01-01 2006-02-16
HULL, MICHAEL, D PRESIDENT/MANAGER 01/01/2000 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC PRESIDENT/MANAGER direct 2000-01-01
DONALDSON CAPITAL MANAGEMENT LLC PRESIDENT, C.E.O. direct 2000-01-01 2005-06-30
DONALDSON CAPITAL MANAGEMENT LLC PRESIDENT, C.E.O./MANAGER direct 2000-01-01 2006-02-16
SHOVERS, ALAN, NATHAN DIRECTOR 12/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC DIRECTOR direct 2012-12-01
ROOP, RICHARD, WAYNE VICE-PRESIDENT/MANAGER 08/01/2002 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC VICE-PRESIDENT/MANAGER direct 2002-08-01
ALSMAN, RANDALL, KEITH VICE-PRESIDENT/MANAGER 08/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC VICE-PRESIDENT/MANAGER direct 2007-08-01
ZABRATANSKI, JOSEPH, PAUL VICE-PRESIDENT/MANAGER 11/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC VICE-PRESIDENT/MANAGER direct 2011-11-01
HARTMAN, CIAVON, RENEE CHIEF COMPLIANCE OFFICER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2014-01-01
WRIGHT, MARVIN, JAMES MANAGER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC MANAGER direct 2014-01-01
ROOP, BRANDON, RICHARD DIR-INSTITUTIONAL SERVICES/MANAGER 10/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC DIR-INSTITUTIONAL SERVICES/MANAGER direct 2010-10-01
MARKLE, MATTHEW, KYLE DIR-INVESTMENT OPERATIONS/MANAGER 12/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC DIR-INVESTMENT OPERATIONS/MANAGER direct 2008-12-01
NICHOLS, STEVEN, HENRY DIRECTOR 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC DIRECTOR direct 2015-01-01
PATBERG, RONALD, JAY SENIOR PORTFOLIO MANAGER 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC SENIOR PORTFOLIO MANAGER direct 2016-10-01
THE DONALDSON FAMILY, LLC OWNER 10/01/2016 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC OWNER direct 2016-10-01

DONALDSON CAPITAL MANAGEMENT LLC

ownership team - last updated 2020-06-23
Name Title Start Date Direct/Indirect % Ownership
DONALDSON, GREGORY, C CHAIRMAN/MANAGER 11/01/1994 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC CHAIRMAN/MANAGER direct 1994-11-01
DONALDSON CAPITAL MANAGEMENT LLC CHAIRMAN direct 2000-01-01 2005-06-30
DONALDSON CAPITAL MANAGEMENT LLC CHAIRMAN/MANAGER direct 2000-01-01 2006-02-16
HULL, MICHAEL, D PRESIDENT/MANAGER 01/01/2000 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC PRESIDENT/MANAGER direct 2000-01-01
DONALDSON CAPITAL MANAGEMENT LLC PRESIDENT, C.E.O. direct 2000-01-01 2005-06-30
DONALDSON CAPITAL MANAGEMENT LLC PRESIDENT, C.E.O./MANAGER direct 2000-01-01 2006-02-16
ROOP, RICHARD, WAYNE VICE-PRESIDENT/MANAGER 08/01/2002 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC VICE-PRESIDENT/MANAGER direct 2002-08-01
ALSMAN, RANDALL, KEITH VICE-PRESIDENT/MANAGER 08/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC VICE-PRESIDENT/MANAGER direct 2007-08-01
ZABRATANSKI, JOSEPH, PAUL VICE-PRESIDENT/MANAGER 11/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC VICE-PRESIDENT/MANAGER direct 2011-11-01
SHOVERS, ALAN, NATHAN DIRECTOR 12/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC DIRECTOR direct 2012-12-01
HARTMAN, CIAVON, RENEE CHIEF COMPLIANCE OFFICER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2014-01-01
WRIGHT, MARVIN, JAMES MANAGER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC MANAGER direct 2014-01-01
ROOP, BRANDON, RICHARD DIR-INSTITUTIONAL SERVICES/MANAGER 10/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC DIR-INSTITUTIONAL SERVICES/MANAGER direct 2010-10-01
MARKLE, MATTHEW, KYLE DIR-INVESTMENT OPERATIONS/MANAGER 12/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC DIR-INVESTMENT OPERATIONS/MANAGER direct 2008-12-01
NICHOLS, STEVEN, HENRY DIRECTOR 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC DIRECTOR direct 2015-01-01
PATBERG, RONALD, JAY SENIOR PORTFOLIO MANAGER 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC SENIOR PORTFOLIO MANAGER direct 2016-10-01
THE DONALDSON FAMILY, LLC OWNER 10/01/2016 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC OWNER direct 2016-10-01

DONALDSON CAPITAL MANAGEMENT LLC

ownership team - last updated 2020-03-24
Name Title Start Date Direct/Indirect % Ownership

DONALDSON CAPITAL MANAGEMENT LLC

ownership team - last updated 2019-09-16
Name Title Start Date Direct/Indirect % Ownership
DONALDSON, GREGORY, C CHAIRMAN/MANAGER 11/01/1994 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC CHAIRMAN/MANAGER direct 1994-11-01
DONALDSON CAPITAL MANAGEMENT LLC CHAIRMAN direct 2000-01-01 2005-06-30
DONALDSON CAPITAL MANAGEMENT LLC CHAIRMAN/MANAGER direct 2000-01-01 2006-02-16
HULL, MICHAEL, D PRESIDENT/MANAGER 01/01/2000 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC PRESIDENT/MANAGER direct 2000-01-01
DONALDSON CAPITAL MANAGEMENT LLC PRESIDENT, C.E.O. direct 2000-01-01 2005-06-30
DONALDSON CAPITAL MANAGEMENT LLC PRESIDENT, C.E.O./MANAGER direct 2000-01-01 2006-02-16
ROOP, RICHARD, WAYNE VICE-PRESIDENT/MANAGER 08/01/2002 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC VICE-PRESIDENT/MANAGER direct 2002-08-01
ALSMAN, RANDALL, KEITH VICE-PRESIDENT/MANAGER 08/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC VICE-PRESIDENT/MANAGER direct 2007-08-01
ZABRATANSKI, JOSEPH, PAUL VICE-PRESIDENT/MANAGER 11/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC VICE-PRESIDENT/MANAGER direct 2011-11-01
SHOVERS, ALAN, NATHAN DIRECTOR 12/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC DIRECTOR direct 2012-12-01
HARTMAN, CIAVON, RENEE CHIEF COMPLIANCE OFFICER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2014-01-01
WRIGHT, MARVIN, JAMES MANAGER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC MANAGER direct 2014-01-01
ROOP, BRANDON, RICHARD DIR-INSTITUTIONAL SERVICES/MANAGER 10/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC DIR-INSTITUTIONAL SERVICES/MANAGER direct 2010-10-01
MARKLE, MATTHEW, KYLE DIR-INVESTMENT OPERATIONS/MANAGER 12/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC DIR-INVESTMENT OPERATIONS/MANAGER direct 2008-12-01
NICHOLS, STEVEN, HENRY DIRECTOR 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC DIRECTOR direct 2015-01-01
PATBERG, RONALD, JAY SENIOR PORTFOLIO MANAGER 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC SENIOR PORTFOLIO MANAGER direct 2016-10-01
THE DONALDSON FAMILY, LLC OWNER 10/01/2016 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC OWNER direct 2016-10-01

DONALDSON CAPITAL MANAGEMENT LLC

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
DONALDSON, GREGORY, C CHAIRMAN/MANAGER 11/01/1994 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC CHAIRMAN/MANAGER direct 1994-11-01
DONALDSON CAPITAL MANAGEMENT LLC CHAIRMAN direct 2000-01-01 2005-06-30
DONALDSON CAPITAL MANAGEMENT LLC CHAIRMAN/MANAGER direct 2000-01-01 2006-02-16
HULL, MICHAEL, D PRESIDENT/MANAGER 01/01/2000 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC PRESIDENT/MANAGER direct 2000-01-01
DONALDSON CAPITAL MANAGEMENT LLC PRESIDENT, C.E.O. direct 2000-01-01 2005-06-30
DONALDSON CAPITAL MANAGEMENT LLC PRESIDENT, C.E.O./MANAGER direct 2000-01-01 2006-02-16
ROOP, RICHARD, WAYNE VICE-PRESIDENT/MANAGER 08/01/2002 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC VICE-PRESIDENT/MANAGER direct 2002-08-01
ALSMAN, RANDALL, KEITH VICE-PRESIDENT/MANAGER 08/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC VICE-PRESIDENT/MANAGER direct 2007-08-01
ZABRATANSKI, JOSEPH, PAUL VICE-PRESIDENT/MANAGER 11/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC VICE-PRESIDENT/MANAGER direct 2011-11-01
SHOVERS, ALAN, NATHAN DIRECTOR 12/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC DIRECTOR direct 2012-12-01
HARTMAN, CIAVON, RENEE CHIEF COMPLIANCE OFFICER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2014-01-01
WRIGHT, MARVIN, JAMES MANAGER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC MANAGER direct 2014-01-01
ROOP, BRANDON, RICHARD DIR-INSTITUTIONAL SERVICES/MANAGER 10/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC DIR-INSTITUTIONAL SERVICES/MANAGER direct 2010-10-01
MARKLE, MATTHEW, KYLE DIR-INVESTMENT OPERATIONS/MANAGER 12/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC DIR-INVESTMENT OPERATIONS/MANAGER direct 2008-12-01
NICHOLS, STEVEN, HENRY DIRECTOR 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC DIRECTOR direct 2015-01-01
PATBERG, RONALD, JAY SENIOR PORTFOLIO MANAGER 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC SENIOR PORTFOLIO MANAGER direct 2016-10-01
THE DONALDSON FAMILY, LLC OWNER 10/01/2016 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC OWNER direct 2016-10-01

DONALDSON CAPITAL MANAGEMENT LLC

ownership team - last updated 2018-12-06
Name Title Start Date Direct/Indirect % Ownership
DONALDSON, GREGORY, C CHAIRMAN/MANAGER 11/01/1994 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC CHAIRMAN/MANAGER direct 1994-11-01
DONALDSON CAPITAL MANAGEMENT LLC CHAIRMAN direct 2000-01-01 2005-06-30
DONALDSON CAPITAL MANAGEMENT LLC CHAIRMAN/MANAGER direct 2000-01-01 2006-02-16
HULL, MICHAEL, D PRESIDENT/MANAGER 01/01/2000 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC PRESIDENT/MANAGER direct 2000-01-01
DONALDSON CAPITAL MANAGEMENT LLC PRESIDENT, C.E.O. direct 2000-01-01 2005-06-30
DONALDSON CAPITAL MANAGEMENT LLC PRESIDENT, C.E.O./MANAGER direct 2000-01-01 2006-02-16
ROOP, RICHARD, WAYNE VICE-PRESIDENT/MANAGER 08/01/2002 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC VICE-PRESIDENT/MANAGER direct 2002-08-01
ALSMAN, RANDALL, KEITH VICE-PRESIDENT/MANAGER 08/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC VICE-PRESIDENT/MANAGER direct 2007-08-01
ZABRATANSKI, JOSEPH, PAUL VICE-PRESIDENT/MANAGER 11/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC VICE-PRESIDENT/MANAGER direct 2011-11-01
SHOVERS, ALAN, NATHAN DIRECTOR 12/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC DIRECTOR direct 2012-12-01
HARTMAN, CIAVON, RENEE CHIEF COMPLIANCE OFFICER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2014-01-01
WRIGHT, MARVIN, JAMES MANAGER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC MANAGER direct 2014-01-01
ROOP, BRANDON, RICHARD DIR-INSTITUTIONAL SERVICES/MANAGER 10/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC DIR-INSTITUTIONAL SERVICES/MANAGER direct 2010-10-01
MARKLE, MATTHEW, KYLE DIR-INVESTMENT OPERATIONS/MANAGER 12/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC DIR-INVESTMENT OPERATIONS/MANAGER direct 2008-12-01
NICHOLS, STEVEN, HENRY DIRECTOR 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC DIRECTOR direct 2015-01-01
PATBERG, RONALD, JAY SENIOR PORTFOLIO MANAGER 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC SENIOR PORTFOLIO MANAGER direct 2016-10-01
THE DONALDSON FAMILY, LLC OWNER 10/01/2016 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC OWNER direct 2016-10-01

DONALDSON CAPITAL MANAGEMENT LLC

ownership team - last updated 2017-06-09
Name Title Start Date Direct/Indirect % Ownership
DONALDSON, GREGORY, C CHAIRMAN/MANAGER 11/01/1994 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC CHAIRMAN/MANAGER direct 1994-11-01
DONALDSON CAPITAL MANAGEMENT LLC CHAIRMAN direct 2000-01-01 2005-06-30
DONALDSON CAPITAL MANAGEMENT LLC CHAIRMAN/MANAGER direct 2000-01-01 2006-02-16
HULL, MICHAEL, D PRESIDENT/MANAGER 01/01/2000 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC PRESIDENT/MANAGER direct 2000-01-01
DONALDSON CAPITAL MANAGEMENT LLC PRESIDENT, C.E.O. direct 2000-01-01 2005-06-30
DONALDSON CAPITAL MANAGEMENT LLC PRESIDENT, C.E.O./MANAGER direct 2000-01-01 2006-02-16
ROOP, RICHARD, WAYNE VICE-PRESIDENT/MANAGER 08/01/2002 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC VICE-PRESIDENT/MANAGER direct 2002-08-01
ALSMAN, RANDALL, KEITH VICE-PRESIDENT/MANAGER 08/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC VICE-PRESIDENT/MANAGER direct 2007-08-01
ZABRATANSKI, JOSEPH, PAUL VICE-PRESIDENT/MANAGER 11/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC VICE-PRESIDENT/MANAGER direct 2011-11-01
SHOVERS, ALAN, NATHAN DIRECTOR 12/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC DIRECTOR direct 2012-12-01
HARTMAN, CIAVON, RENEE CHIEF COMPLIANCE OFFICER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2014-01-01
WRIGHT, MARVIN, JAMES MANAGER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC MANAGER direct 2014-01-01
ROOP, BRANDON, RICHARD DIR-INSTITUTIONAL SERVICES/MANAGER 10/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC DIR-INSTITUTIONAL SERVICES/MANAGER direct 2010-10-01
MARKLE, MATTHEW, KYLE DIR-INVESTMENT OPERATIONS/MANAGER 12/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC DIR-INVESTMENT OPERATIONS/MANAGER direct 2008-12-01
NICHOLS, STEVEN, HENRY DIRECTOR 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC DIRECTOR direct 2015-01-01
PATBERG, RONALD, JAY SENIOR PORTFOLIO MANAGER 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC SENIOR PORTFOLIO MANAGER direct 2016-10-01
SCHULTZ, KIMBERLY, SUE PORTFOLIO MANAGER 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC CHIEF FINANCIAL OFFICER direct 2010-09-01
DONALDSON CAPITAL MANAGEMENT LLC PORTFOLIO MANAGER direct 2016-10-01
THE DONALDSON FAMILY, LLC OWNER 10/01/2016 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
DONALDSON CAPITAL MANAGEMENT LLC OWNER direct 2016-10-01

WhaleScore history for DONALDSON CAPITAL MANAGEMENT, LLC

You must have a subscription to view WhaleScore histories

Elevate your investments