FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC

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Folger Nolan Fleming Douglas Capital Management is based out of Washington. Folger Nolan Fleming Douglas Capital Management is a large advisory firm with 358 clients and discretionary assets under management (AUM) of $812,022,284 (Form ADV from 2019-10-04). Their last reported 13F filing for Q3 2019 included $647,315,000 in managed 13F securities and a top 10 holdings concentration of 45.2%. Folger Nolan Fleming Douglas Capital Management's largest holding is Dupont De Nemours Inc with shares held of 1,104,897. Folger Nolan Fleming Douglas Capital Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 78 13F filings

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67

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $647.315 Million
  • Prior Market Value $668.849 Million
  • New Purchases2 stocks
  • Additional Purchases53 stocks
  • Sold out of21 stocks
  • Reduced holdings in56 stocks
  • Top 10 Holdings % 45.20 %
  • Turnover % [1]:15.33%
  • Turnover Alt % [2]: 2.54 %
  • Time Held Top20:27.85 quarters
  • Time Held Top10:17.80 quarters
  • Time Held All:40.53 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.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 8.71%
Performance Last 4 Quarters: 15.57%
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

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR/A (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR/A (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)
  • 2002-09-30 - 13F-HR (Subscription required)
  • 2002-06-30 - 13F-HR (Subscription required)
  • 2002-03-31 - 13F-HR (Subscription required)
  • 2001-12-31 - 13F-HR (Subscription required)
  • 2001-09-30 - 13F-HR (Subscription required)
  • 2001-06-30 - 13F-HR (Subscription required)
  • 2001-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC.
725 15TH STREET N.W.
WASHINGTON DC    20005
Country: United States

Business Phone: 202-626-5220
Fax: 202-783-5164
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: DE
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 358
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.C (2),11.C (4),11.C (5),11.E (2)
Data above was derived from SEC filings.

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FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC.

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
URBAN, JOSEPH, MICHAEL CHIEF COMPLIANCE OFFICER 01/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2006-01-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED CCO direct 2012-01-01
AUL EQUITY SALES CORP. VICE PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2000-11-01 2001-03-03
ONEAMERICA SECURITIES, INC. PRESIDENT, CHIEF COMPLIANCE OFFICER AND FINOP direct 2000-11-01 2002-05-10
AMERICAN UNITED LIFE INSURANCE COMPANY CHIEF COMPLIANCE OFFICER direct 2000-11-01 2003-11-25
ONEAMERICA SECURITIES, INC. PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR AND FINOP direct 2000-11-01 2004-06-17
ONEAMERICA SECURITIES, INC. CHIEF COMPLIANCE OFFICER, DIRECTOR, FINOP, CROP, AND SROP direct 2000-11-01 2006-02-06
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED CCO/INVESTMENT ADVISOR direct 2006-01-01 2011-11-18
FOSTER, RICHARD, STEVEN PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER & TREASURER 01/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED CHIEF FINANCIAL OFFICER / VICE PRESIDENT direct 2004-01-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED CHIEF FINANCIAL OFFICER / CHIEF OPERATING OFFICER / EXECUTIVE VICE PRESIDENT direct 2004-01-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED CHIEF FINANCIAL OFFICER / CHIEF OPERATING OFFICER / CHIEF EXECUTIVE OFFICER / PRESIDENT, ROSFP direct 2005-04-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED CHIEF FINANCIAL OFFICER / CHIEF OPERATING OFFICER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER/ PRESIDENT, ROSFP direct 2005-04-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED CHIEF FINANCIAL OFFICER / CHIEF OPERATING OFFICER / CHIEF EXECUTIVE OFFICER / PRESIDENT direct 2005-04-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED CHIEF COMPLIANCE OFFICER direct 2011-04-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED COO direct 2011-04-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER & TREASURER direct 2006-01-01
FOLGER, LEE, MERRITT CHAIRMAN OF THE BOARD 01/01/2006 Direct 75% or more
Fund Name Position direct/indirect start date end date
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED CHAIRMAN OF THE BOARD direct 1959-09-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. CHAIRMAN OF THE BOARD indirect 1959-09-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED TRUSTEE indirect 2003-02-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. TRUSTEE indirect 2003-02-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. CHAIRMAN OF THE BOARD direct 2006-01-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED TRUSTEE, LEE M. FOLGER REVOCABLE TRUST direct 2015-09-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED CHAIRMAN OF THE BOARD / PRESIDENT direct 1959-09-01 2005-03-11
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED SHAREHOLDER indirect 1984-05-01 2011-03-29
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED TRUSTEE indirect 2003-02-01 2011-03-29
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. CHAIRMAN OF THE BOARD, SHAREHOLDER indirect 1959-09-01 2015-03-31
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED LIMITED PARTNER indirect 1984-05-01 2015-03-31
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED SHAREHOLDER indirect 1984-05-01 2015-03-31
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. LIMITED PARTNER indirect 1984-05-01 2015-03-31
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. SHAREHOLDER indirect 1984-05-01 2015-03-31
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. TRUSTEE indirect 2003-02-01 2015-03-31
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED TRUSTEE indirect 2003-02-01 2015-03-31
FOLGER NOLAN FLEMING DOUGLAS HOLDINGS, INC. DIRECT OWNER 01/01/2006 Direct 75% or more
Fund Name Position direct/indirect start date end date
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. DIRECT OWNER direct 2006-01-01
FOLGER, NEIL, CLIFFORD DIRECTOR, EXECUTIVE VICE PRESIDENT 11/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED DIRECTOR, EXECUTIVE VICE PRESIDENT direct 2012-10-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. SENIOR VICE PRESIDENT direct 2006-01-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. DIRECTOR, EXECUTIVE VICE PRESIDENT direct 2012-11-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. DIRECTOR direct 2012-11-01
CURRENT, JOHN, RANDALL SECRETARY, SENIOR EXECUTIVE VICE PRESIDENT AND DIRECTOR 07/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED DIRECTOR, EXECUTIVE VICE-PRESIDENT direct 2013-09-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. SECRETARY, SENIOR EXECUTIVE VICE PRESIDENT AND DIRECTOR direct 2013-07-01
FOLGER, LEE, MERRITT CHAIRMAN OF THE BOARD FOLGER NOLAN FLEMING DOUGLAS INCORPORATED 09/01/1959 Indirect Other
Fund Name Position direct/indirect start date end date
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED CHAIRMAN OF THE BOARD direct 1959-09-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. CHAIRMAN OF THE BOARD indirect 1959-09-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED TRUSTEE indirect 2003-02-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. TRUSTEE indirect 2003-02-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. CHAIRMAN OF THE BOARD direct 2006-01-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED TRUSTEE, LEE M. FOLGER REVOCABLE TRUST direct 2015-09-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED CHAIRMAN OF THE BOARD / PRESIDENT direct 1959-09-01 2005-03-11
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED SHAREHOLDER indirect 1984-05-01 2011-03-29
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED TRUSTEE indirect 2003-02-01 2011-03-29
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. CHAIRMAN OF THE BOARD, SHAREHOLDER indirect 1959-09-01 2015-03-31
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED LIMITED PARTNER indirect 1984-05-01 2015-03-31
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED SHAREHOLDER indirect 1984-05-01 2015-03-31
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. LIMITED PARTNER indirect 1984-05-01 2015-03-31
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. SHAREHOLDER indirect 1984-05-01 2015-03-31
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. TRUSTEE indirect 2003-02-01 2015-03-31
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED TRUSTEE indirect 2003-02-01 2015-03-31
LMF HOLDING CORPORATION SHAREHOLDER FOLGER NOLAN FLEMING DOUGLAS INCORPORATED 05/01/1984 Indirect Other
Fund Name Position direct/indirect start date end date
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED SHAREHOLDER direct 1984-05-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED N/A direct 1984-05-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. SHAREHOLDER indirect 1984-05-01
FOLGER ASSOCIATES LTD. PARTNERSHIP SHAREHOLDER FOLGER NOLAN FLEMING DOUGLAS INCORPORATED 05/01/1984 Indirect 75% or more
Fund Name Position direct/indirect start date end date
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED SHAREHOLDER direct 1984-05-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED N/A direct 1984-05-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. SHAREHOLDER indirect 1984-05-01
TRUST FOR JOHN DULIN FOLGER LIMITED PARTNER FOLGER ASSOCIATES LTD. PARTNERSHIP 02/01/2003 Indirect Other
Fund Name Position direct/indirect start date end date
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED LIMITED PARTNER - ( OWNS 10% BUT LESS THAN 25%) indirect 2003-02-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. LIMITED PARTNER indirect 2003-02-01
LMF HOLDING CORPORATION GENERAL PARTNER FOLGER ASSOCIATES LTD. PARTNERSHIP 05/01/1984 Indirect Other
Fund Name Position direct/indirect start date end date
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED GENERAL PARTNER indirect 1984-05-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. GENERAL PARTNER indirect 1984-05-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED SHAREHOLDER direct 1984-05-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. OWNER indirect 2015-06-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. OWNER indirect 2015-11-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED N/A direct 1984-05-01 2002-03-26
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED OWNER indirect 2015-06-01 2016-03-29
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED OWNER indirect 2015-11-01 2016-03-29
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED OWNER indirect 2015-11-01 2016-03-29
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED SHAREHOLDER direct 2016-11-01 2016-03-29
FOLGER, LEE, MERRITT TRUSTEE TRUST FOR JOHN DULIN FOLGER, LEE M FOLGER REVOCABLE TRUST, JOHN D FOLGER REVOCABLE TRUST 02/01/2003 Indirect Other
Fund Name Position direct/indirect start date end date
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED CHAIRMAN OF THE BOARD direct 1959-09-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. CHAIRMAN OF THE BOARD indirect 1959-09-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED TRUSTEE indirect 2003-02-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. TRUSTEE indirect 2003-02-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. CHAIRMAN OF THE BOARD direct 2006-01-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED TRUSTEE, LEE M. FOLGER REVOCABLE TRUST direct 2015-09-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED CHAIRMAN OF THE BOARD / PRESIDENT direct 1959-09-01 2005-03-11
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED SHAREHOLDER indirect 1984-05-01 2011-03-29
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED TRUSTEE indirect 2003-02-01 2011-03-29
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. CHAIRMAN OF THE BOARD, SHAREHOLDER indirect 1959-09-01 2015-03-31
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED LIMITED PARTNER indirect 1984-05-01 2015-03-31
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED SHAREHOLDER indirect 1984-05-01 2015-03-31
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. LIMITED PARTNER indirect 1984-05-01 2015-03-31
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. SHAREHOLDER indirect 1984-05-01 2015-03-31
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. TRUSTEE indirect 2003-02-01 2015-03-31
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED TRUSTEE indirect 2003-02-01 2015-03-31
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED DIRECT OWNER FOLGER NOLAN FLEMING DOUGLAS HOLDINGS, INC. 01/01/2006 Indirect 75% or more
Fund Name Position direct/indirect start date end date
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. DIRECT OWNER indirect 2006-01-01
LEE M. FOLGER REVOCABLE TRUST OWNER LMF HOLDINGS 09/01/2015 Indirect 75% or more
Fund Name Position direct/indirect start date end date
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED OWNER indirect 2015-09-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED OWNER indirect 2015-09-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED SHAREHOLDER direct 2015-09-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. OWNER indirect 2015-09-01
LEE M. FOLGER REVOCABLE TRUST OWNER FOLGER ASSOCIATES LIMITED PARTNERSHIP 11/01/2015 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED GENERAL PARTNER indirect 1984-05-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. GENERAL PARTNER indirect 1984-05-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED SHAREHOLDER direct 1984-05-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. OWNER indirect 2015-06-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. OWNER indirect 2015-11-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED N/A direct 1984-05-01 2002-03-26
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED OWNER indirect 2015-06-01 2016-03-29
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED OWNER indirect 2015-11-01 2016-03-29
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED OWNER indirect 2015-11-01 2016-03-29
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED SHAREHOLDER direct 2016-11-01 2016-03-29
JOHN D FOLGER REVOCABLE TRUST OWNER FOLGER ASSOCIATES LIMITED PARTNERSHIP 06/01/2015 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED GENERAL PARTNER indirect 1984-05-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. GENERAL PARTNER indirect 1984-05-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED SHAREHOLDER direct 1984-05-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. OWNER indirect 2015-06-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. OWNER indirect 2015-11-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED N/A direct 1984-05-01 2002-03-26
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED OWNER indirect 2015-06-01 2016-03-29
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED OWNER indirect 2015-11-01 2016-03-29
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED OWNER indirect 2015-11-01 2016-03-29
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED SHAREHOLDER direct 2016-11-01 2016-03-29

FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC.

ownership team - last updated 2018-05-31
Name Title Start Date Direct/Indirect % Ownership
URBAN, JOSEPH, MICHAEL CHIEF COMPLIANCE OFFICER 01/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2006-01-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED CCO direct 2012-01-01
AUL EQUITY SALES CORP. VICE PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2000-11-01 2001-03-03
ONEAMERICA SECURITIES, INC. PRESIDENT, CHIEF COMPLIANCE OFFICER AND FINOP direct 2000-11-01 2002-05-10
AMERICAN UNITED LIFE INSURANCE COMPANY CHIEF COMPLIANCE OFFICER direct 2000-11-01 2003-11-25
ONEAMERICA SECURITIES, INC. PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR AND FINOP direct 2000-11-01 2004-06-17
ONEAMERICA SECURITIES, INC. CHIEF COMPLIANCE OFFICER, DIRECTOR, FINOP, CROP, AND SROP direct 2000-11-01 2006-02-06
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED CCO/INVESTMENT ADVISOR direct 2006-01-01 2011-11-18
FOSTER, RICHARD, STEVEN PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER & TREASURER 01/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED CHIEF FINANCIAL OFFICER / VICE PRESIDENT direct 2004-01-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED CHIEF FINANCIAL OFFICER / CHIEF OPERATING OFFICER / EXECUTIVE VICE PRESIDENT direct 2004-01-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED CHIEF FINANCIAL OFFICER / CHIEF OPERATING OFFICER / CHIEF EXECUTIVE OFFICER / PRESIDENT, ROSFP direct 2005-04-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED CHIEF FINANCIAL OFFICER / CHIEF OPERATING OFFICER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER/ PRESIDENT, ROSFP direct 2005-04-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED CHIEF FINANCIAL OFFICER / CHIEF OPERATING OFFICER / CHIEF EXECUTIVE OFFICER / PRESIDENT direct 2005-04-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED CHIEF COMPLIANCE OFFICER direct 2011-04-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED COO direct 2011-04-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER & TREASURER direct 2006-01-01
FOLGER, LEE, MERRITT CHAIRMAN OF THE BOARD 01/01/2006 Direct 75% or more
Fund Name Position direct/indirect start date end date
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED CHAIRMAN OF THE BOARD direct 1959-09-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. CHAIRMAN OF THE BOARD indirect 1959-09-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED TRUSTEE indirect 2003-02-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. TRUSTEE indirect 2003-02-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. CHAIRMAN OF THE BOARD direct 2006-01-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED TRUSTEE, LEE M. FOLGER REVOCABLE TRUST direct 2015-09-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED CHAIRMAN OF THE BOARD / PRESIDENT direct 1959-09-01 2005-03-11
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED SHAREHOLDER indirect 1984-05-01 2011-03-29
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED TRUSTEE indirect 2003-02-01 2011-03-29
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. CHAIRMAN OF THE BOARD, SHAREHOLDER indirect 1959-09-01 2015-03-31
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED LIMITED PARTNER indirect 1984-05-01 2015-03-31
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED SHAREHOLDER indirect 1984-05-01 2015-03-31
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. LIMITED PARTNER indirect 1984-05-01 2015-03-31
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. SHAREHOLDER indirect 1984-05-01 2015-03-31
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. TRUSTEE indirect 2003-02-01 2015-03-31
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED TRUSTEE indirect 2003-02-01 2015-03-31
FOLGER NOLAN FLEMING DOUGLAS HOLDINGS, INC. DIRECT OWNER 01/01/2006 Direct 75% or more
Fund Name Position direct/indirect start date end date
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. DIRECT OWNER direct 2006-01-01
FOLGER, NEIL, CLIFFORD DIRECTOR, EXECUTIVE VICE PRESIDENT 11/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED DIRECTOR, EXECUTIVE VICE PRESIDENT direct 2012-10-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. SENIOR VICE PRESIDENT direct 2006-01-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. DIRECTOR, EXECUTIVE VICE PRESIDENT direct 2012-11-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. DIRECTOR direct 2012-11-01
CURRENT, JOHN, RANDALL SECRETARY, SENIOR EXECUTIVE VICE PRESIDENT AND DIRECTOR 07/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED DIRECTOR, EXECUTIVE VICE-PRESIDENT direct 2013-09-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. SECRETARY, SENIOR EXECUTIVE VICE PRESIDENT AND DIRECTOR direct 2013-07-01
FOLGER, LEE, MERRITT CHAIRMAN OF THE BOARD FOLGER NOLAN FLEMING DOUGLAS INCORPORATED 09/01/1959 Indirect Other
Fund Name Position direct/indirect start date end date
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED CHAIRMAN OF THE BOARD direct 1959-09-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. CHAIRMAN OF THE BOARD indirect 1959-09-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED TRUSTEE indirect 2003-02-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. TRUSTEE indirect 2003-02-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. CHAIRMAN OF THE BOARD direct 2006-01-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED TRUSTEE, LEE M. FOLGER REVOCABLE TRUST direct 2015-09-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED CHAIRMAN OF THE BOARD / PRESIDENT direct 1959-09-01 2005-03-11
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED SHAREHOLDER indirect 1984-05-01 2011-03-29
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED TRUSTEE indirect 2003-02-01 2011-03-29
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. CHAIRMAN OF THE BOARD, SHAREHOLDER indirect 1959-09-01 2015-03-31
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED LIMITED PARTNER indirect 1984-05-01 2015-03-31
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED SHAREHOLDER indirect 1984-05-01 2015-03-31
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. LIMITED PARTNER indirect 1984-05-01 2015-03-31
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. SHAREHOLDER indirect 1984-05-01 2015-03-31
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. TRUSTEE indirect 2003-02-01 2015-03-31
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED TRUSTEE indirect 2003-02-01 2015-03-31
LMF HOLDING CORPORATION SHAREHOLDER FOLGER NOLAN FLEMING DOUGLAS INCORPORATED 05/01/1984 Indirect Other
Fund Name Position direct/indirect start date end date
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED SHAREHOLDER direct 1984-05-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED N/A direct 1984-05-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. SHAREHOLDER indirect 1984-05-01
FOLGER ASSOCIATES LTD. PARTNERSHIP SHAREHOLDER FOLGER NOLAN FLEMING DOUGLAS INCORPORATED 05/01/1984 Indirect 75% or more
Fund Name Position direct/indirect start date end date
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED SHAREHOLDER direct 1984-05-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED N/A direct 1984-05-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. SHAREHOLDER indirect 1984-05-01
TRUST FOR JOHN DULIN FOLGER LIMITED PARTNER FOLGER ASSOCIATES LTD. PARTNERSHIP 02/01/2003 Indirect Other
Fund Name Position direct/indirect start date end date
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED LIMITED PARTNER - ( OWNS 10% BUT LESS THAN 25%) indirect 2003-02-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. LIMITED PARTNER indirect 2003-02-01
LMF HOLDING CORPORATION GENERAL PARTNER FOLGER ASSOCIATES LTD. PARTNERSHIP 05/01/1984 Indirect Other
Fund Name Position direct/indirect start date end date
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED GENERAL PARTNER indirect 1984-05-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. GENERAL PARTNER indirect 1984-05-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED SHAREHOLDER direct 1984-05-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. OWNER indirect 2015-06-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. OWNER indirect 2015-11-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED N/A direct 1984-05-01 2002-03-26
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED OWNER indirect 2015-06-01 2016-03-29
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED OWNER indirect 2015-11-01 2016-03-29
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED OWNER indirect 2015-11-01 2016-03-29
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED SHAREHOLDER direct 2016-11-01 2016-03-29
FOLGER, LEE, MERRITT TRUSTEE TRUST FOR JOHN DULIN FOLGER, LEE M FOLGER REVOCABLE TRUST, JOHN D FOLGER REVOCABLE TRUST 02/01/2003 Indirect Other
Fund Name Position direct/indirect start date end date
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED CHAIRMAN OF THE BOARD direct 1959-09-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. CHAIRMAN OF THE BOARD indirect 1959-09-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED TRUSTEE indirect 2003-02-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. TRUSTEE indirect 2003-02-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. CHAIRMAN OF THE BOARD direct 2006-01-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED TRUSTEE, LEE M. FOLGER REVOCABLE TRUST direct 2015-09-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED CHAIRMAN OF THE BOARD / PRESIDENT direct 1959-09-01 2005-03-11
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED SHAREHOLDER indirect 1984-05-01 2011-03-29
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED TRUSTEE indirect 2003-02-01 2011-03-29
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. CHAIRMAN OF THE BOARD, SHAREHOLDER indirect 1959-09-01 2015-03-31
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED LIMITED PARTNER indirect 1984-05-01 2015-03-31
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED SHAREHOLDER indirect 1984-05-01 2015-03-31
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. LIMITED PARTNER indirect 1984-05-01 2015-03-31
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. SHAREHOLDER indirect 1984-05-01 2015-03-31
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. TRUSTEE indirect 2003-02-01 2015-03-31
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED TRUSTEE indirect 2003-02-01 2015-03-31
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED DIRECT OWNER FOLGER NOLAN FLEMING DOUGLAS HOLDINGS, INC. 01/01/2006 Indirect 75% or more
Fund Name Position direct/indirect start date end date
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. DIRECT OWNER indirect 2006-01-01
LEE M. FOLGER REVOCABLE TRUST OWNER LMF HOLDINGS 09/01/2015 Indirect 75% or more
Fund Name Position direct/indirect start date end date
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED OWNER indirect 2015-09-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED OWNER indirect 2015-09-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED SHAREHOLDER direct 2015-09-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. OWNER indirect 2015-09-01
LEE M. FOLGER REVOCABLE TRUST OWNER FOLGER ASSOCIATES LIMITED PARTNERSHIP 11/01/2015 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED GENERAL PARTNER indirect 1984-05-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. GENERAL PARTNER indirect 1984-05-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED SHAREHOLDER direct 1984-05-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. OWNER indirect 2015-06-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. OWNER indirect 2015-11-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED N/A direct 1984-05-01 2002-03-26
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED OWNER indirect 2015-06-01 2016-03-29
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED OWNER indirect 2015-11-01 2016-03-29
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED OWNER indirect 2015-11-01 2016-03-29
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED SHAREHOLDER direct 2016-11-01 2016-03-29
JOHN D FOLGER REVOCABLE TRUST OWNER FOLGER ASSOCIATES LIMITED PARTNERSHIP 06/01/2015 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED GENERAL PARTNER indirect 1984-05-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. GENERAL PARTNER indirect 1984-05-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED SHAREHOLDER direct 1984-05-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. OWNER indirect 2015-06-01
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. OWNER indirect 2015-11-01
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED N/A direct 1984-05-01 2002-03-26
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED OWNER indirect 2015-06-01 2016-03-29
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED OWNER indirect 2015-11-01 2016-03-29
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED OWNER indirect 2015-11-01 2016-03-29
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED SHAREHOLDER direct 2016-11-01 2016-03-29

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