JAG CAPITAL MANAGEMENT, LLC

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JAG Capital Management is based out of St Louis. JAG Capital Management is a large advisory firm with 876 clients and discretionary assets under management (AUM) of $1,965,301,133 (Form ADV from 2021-07-27). Their last reported 13F filing for Q2 2021 included $1,274,745,000 in managed 13F securities and a top 10 holdings concentration of 37.73%. JAG Capital Management's largest holding is Microsoft Corp. with shares held of 244,018. JAG Capital Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 118 13F filings

Download 13F Summary Create Alert

06/30/2021

13F Activity

  • Market Value $1.275 Billion
  • Prior Market Value $1.132 Billion
  • New Purchases23 stocks
  • Additional Purchases112 stocks
  • Sold out of14 stocks
  • Reduced holdings in70 stocks
  • Top 10 Holdings % 37.73 %
  • Turnover % [1]:16.30%
  • Turnover Alt % [2]: 19.55 %
  • Time Held Top20:5.15 quarters
  • Time Held Top10:5.50 quarters
  • Time Held All:9.71 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.

06/30/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-08-16

Performance for Q2 2021: 22.18%
Performance Last 4 Quarters: 32.86%
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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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

JAG CAPITAL MANAGEMENT LLC
9841 CLAYTON ROAD
ST. LOUIS MO    63124-1603
Country: United States

Business Phone: 314-997-1277
Fax: 314-997-7307
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Limited Liability Company
Organized in: MO
Number of employees: 27
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities: 124,863,000
Total Number of Clients: 876
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

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Insider Transactions in the past year

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JAG CAPITAL MANAGEMENT LLC

ownership team - last updated 2021-03-05
Name Title Start Date Direct/Indirect % Ownership
JA GLYNN & CO MANAGING MEMBER/SHAREHOLDER 09/01/2011 Direct 75% or more
Fund Name Position direct/indirect start date end date
JAG CAPITAL MANAGEMENT LLC MANAGING MEMBER/SHAREHOLDER direct 2011-09-01
CONLEY, NORMAN, BENEDICT PRESIDENT/CHIEF EXECUTIVE OFFICER 09/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
J.A. GLYNN & CO. PRESIDENT, CHIEF EXECUTIVE OFFICER direct 2008-05-01
JAG CAPITAL MANAGEMENT LLC PRESIDENT/CHIEF EXECUTIVE OFFICER direct 2011-09-01
J.A. GLYNN & CO. VICE PRESIDENT direct 2001-06-01 2001-09-06
J.A. GLYNN & CO. SECRETARY direct 2005-03-01 2006-07-13
J.A. GLYNN & CO. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2006-07-01 2008-05-23
MERTZ, DEBORAH, WYNNE CHIEF FINANCIAL OFFICER 09/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
J.A. GLYNN & CO. CHIEF FINANCIAL OFFICER direct 2007-01-01
JAG CAPITAL MANAGEMENT LLC CHIEF FINANCIAL OFFICER direct 2011-09-01
VOGT, ALAN, DONALD DIRECTOR FIXED INCOME TRADING 03/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
J.A. GLYNN & CO. DIRECTOR FIXED INCOME TRADING-SHAREHOLDER direct 2008-06-01
JAG CAPITAL MANAGEMENT LLC DIRECTOR FIXED INCOME TRADING direct 2012-03-01
J.A. GLYNN & CO. VICE PRESIDENT direct 1990-07-01 2001-09-06
MAUE, ROBERTA, JOLENE VP, DIRECTOR OF PORTFOLIO OPERATIONS AND TRADING 09/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
JAG CAPITAL MANAGEMENT LLC VP, DIRECTOR OF PORTFOLIO OPERATIONS AND TRADING direct 2011-09-01
HARDIN, MATTHEW, STEPHEN CHIEF COMPLIANCE OFFICER 01/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
J.J.B. HILLIARD, W.L. LYONS, INC GENERAL COUNSEL direct 2004-01-01
H.L. ZEVE ASSOCIATES, INC. CHIEF COMPLIANCE OFFICER direct 2008-03-01
FOXHALL CAPITAL MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2012-04-01
PROFIT INVESTMENT MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2014-10-01
ALPINE INVESTMENT MANAGEMENT,LLC CHIEF COMPLIANCE OFFICER direct 2016-10-01
ABSOLUTE CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2011-09-01
PRIVATE WEALTH ADVISORS, INC. CHIEF COMPLIANCE OFFICER direct 2016-10-01
FOUNDATION WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2007-01-01
FOUNDATION WEALTH MANAGEMENT, LLC PRINCIPAL/CHIEF COMPLIANCE OFFICER direct 2007-01-01
PNC INVESTMENTS LLC SECRETARY direct 2004-06-01
STONECASTLE ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2007-05-01
STEWART CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-09-01
STONEBRIDGE ADVISORS LLC CHIEF COMPLIANCE OFFICER direct 2006-05-01
VALHALLA CAPITAL PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2006-05-01
SEMAPHORE MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2010-08-01
GREEN EAGLE CAPITAL LLC CHIEF COMPLIANCE OFFICER direct 2010-04-01
PENNANTPARK INVESTMENT ADVISERS, LLC CHIEF COMPLIANCE OFFICER direct 2007-06-01
KINGSTOWN CAPITAL MANAGEMENT L.P. CHIEF COMPLIANCE OFFICER direct 2010-07-01
GC ADVISORS LLC CHIEF COMPLIANCE OFFICER direct 2009-06-01
STONECASTLE CASH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2009-03-01
LC ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2017-04-01
C2P CAPITAL ADVISORY GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2015-02-01
HAWKEYE CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2012-02-01
FAIRFAX GLOBAL MARKETS LLC CCO direct 2012-06-01
FOREFRONT CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2017-06-01
LAKEWATER CAPITAL LLC CHIEF COMPLIANCE OFFICER direct 2013-11-01
SOUTHOCEAN CAPITAL PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2014-04-01
OSMOSIS INVESTMENT MANAGEMENT US LLC CHIEF COMPLIANCE OFFICER direct 2016-02-01
ALPINE PRIVATE CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2017-01-01
SOUTHOCEAN INVESTMENT PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2016-10-01
JA GLYNN & CO MANAGING MEMBER/SHAREHOLDER 09/01/2011 Direct 75% or more
Fund Name Position direct/indirect start date end date
JAG CAPITAL MANAGEMENT LLC MANAGING MEMBER/SHAREHOLDER direct 2011-09-01
CONLEY, NORMAN, BENEDICT PRESIDENT/CHIEF EXECUTIVE OFFICER 09/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
J.A. GLYNN & CO. PRESIDENT, CHIEF EXECUTIVE OFFICER direct 2008-05-01
JAG CAPITAL MANAGEMENT LLC PRESIDENT/CHIEF EXECUTIVE OFFICER direct 2011-09-01
J.A. GLYNN & CO. VICE PRESIDENT direct 2001-06-01 2001-09-06
J.A. GLYNN & CO. SECRETARY direct 2005-03-01 2006-07-13
J.A. GLYNN & CO. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2006-07-01 2008-05-23
MERTZ, DEBORAH, WYNNE CHIEF FINANCIAL OFFICER 09/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
J.A. GLYNN & CO. CHIEF FINANCIAL OFFICER direct 2007-01-01
JAG CAPITAL MANAGEMENT LLC CHIEF FINANCIAL OFFICER direct 2011-09-01
VOGT, ALAN, DONALD DIRECTOR FIXED INCOME TRADING 03/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
J.A. GLYNN & CO. DIRECTOR FIXED INCOME TRADING-SHAREHOLDER direct 2008-06-01
JAG CAPITAL MANAGEMENT LLC DIRECTOR FIXED INCOME TRADING direct 2012-03-01
J.A. GLYNN & CO. VICE PRESIDENT direct 1990-07-01 2001-09-06
MAUE, ROBERTA, JOLENE VP, DIRECTOR OF PORTFOLIO OPERATIONS AND TRADING 09/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
JAG CAPITAL MANAGEMENT LLC VP, DIRECTOR OF PORTFOLIO OPERATIONS AND TRADING direct 2011-09-01
HARDIN, MATTHEW, STEPHEN CHIEF COMPLIANCE OFFICER 01/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
J.J.B. HILLIARD, W.L. LYONS, INC GENERAL COUNSEL direct 2004-01-01
H.L. ZEVE ASSOCIATES, INC. CHIEF COMPLIANCE OFFICER direct 2008-03-01
FOXHALL CAPITAL MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2012-04-01
PROFIT INVESTMENT MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2014-10-01
ALPINE INVESTMENT MANAGEMENT,LLC CHIEF COMPLIANCE OFFICER direct 2016-10-01
ABSOLUTE CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2011-09-01
PRIVATE WEALTH ADVISORS, INC. CHIEF COMPLIANCE OFFICER direct 2016-10-01
FOUNDATION WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2007-01-01
FOUNDATION WEALTH MANAGEMENT, LLC PRINCIPAL/CHIEF COMPLIANCE OFFICER direct 2007-01-01
PNC INVESTMENTS LLC SECRETARY direct 2004-06-01
STONECASTLE ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2007-05-01
STEWART CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-09-01
STONEBRIDGE ADVISORS LLC CHIEF COMPLIANCE OFFICER direct 2006-05-01
VALHALLA CAPITAL PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2006-05-01
SEMAPHORE MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2010-08-01
GREEN EAGLE CAPITAL LLC CHIEF COMPLIANCE OFFICER direct 2010-04-01
PENNANTPARK INVESTMENT ADVISERS, LLC CHIEF COMPLIANCE OFFICER direct 2007-06-01
KINGSTOWN CAPITAL MANAGEMENT L.P. CHIEF COMPLIANCE OFFICER direct 2010-07-01
GC ADVISORS LLC CHIEF COMPLIANCE OFFICER direct 2009-06-01
STONECASTLE CASH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2009-03-01
LC ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2017-04-01
C2P CAPITAL ADVISORY GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2015-02-01
HAWKEYE CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2012-02-01
FAIRFAX GLOBAL MARKETS LLC CCO direct 2012-06-01
FOREFRONT CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2017-06-01
LAKEWATER CAPITAL LLC CHIEF COMPLIANCE OFFICER direct 2013-11-01
SOUTHOCEAN CAPITAL PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2014-04-01
OSMOSIS INVESTMENT MANAGEMENT US LLC CHIEF COMPLIANCE OFFICER direct 2016-02-01
ALPINE PRIVATE CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2017-01-01
SOUTHOCEAN INVESTMENT PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2016-10-01
CONLEY, NORMAN, BENEDICT INCREASED OWNERSHIP PERCENT JA GLYNN & CO 03/01/2020 Indirect 75% or more
Fund Name Position direct/indirect start date end date
J.A. GLYNN & CO. PRESIDENT, CHIEF EXECUTIVE OFFICER direct 2008-05-01
JAG CAPITAL MANAGEMENT LLC PRESIDENT/CHIEF EXECUTIVE OFFICER direct 2011-09-01
J.A. GLYNN & CO. VICE PRESIDENT direct 2001-06-01 2001-09-06
J.A. GLYNN & CO. SECRETARY direct 2005-03-01 2006-07-13
J.A. GLYNN & CO. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2006-07-01 2008-05-23
CONLEY, NORMAN, BENEDICT INCREASED OWNERSHIP PERCENT JA GLYNN & CO 03/01/2020 Indirect 75% or more
Fund Name Position direct/indirect start date end date
J.A. GLYNN & CO. PRESIDENT, CHIEF EXECUTIVE OFFICER direct 2008-05-01
JAG CAPITAL MANAGEMENT LLC PRESIDENT/CHIEF EXECUTIVE OFFICER direct 2011-09-01
J.A. GLYNN & CO. VICE PRESIDENT direct 2001-06-01 2001-09-06
J.A. GLYNN & CO. SECRETARY direct 2005-03-01 2006-07-13
J.A. GLYNN & CO. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2006-07-01 2008-05-23

JAG CAPITAL MANAGEMENT LLC

ownership team - last updated 2020-06-29
Name Title Start Date Direct/Indirect % Ownership
JA GLYNN & CO MANAGING MEMBER/SHAREHOLDER 09/01/2011 Direct 75% or more
Fund Name Position direct/indirect start date end date
JAG CAPITAL MANAGEMENT LLC MANAGING MEMBER/SHAREHOLDER direct 2011-09-01
CONLEY, NORMAN, BENEDICT PRESIDENT/CHIEF EXECUTIVE OFFICER 09/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
J.A. GLYNN & CO. PRESIDENT, CHIEF EXECUTIVE OFFICER direct 2008-05-01
JAG CAPITAL MANAGEMENT LLC PRESIDENT/CHIEF EXECUTIVE OFFICER direct 2011-09-01
J.A. GLYNN & CO. VICE PRESIDENT direct 2001-06-01 2001-09-06
J.A. GLYNN & CO. SECRETARY direct 2005-03-01 2006-07-13
J.A. GLYNN & CO. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2006-07-01 2008-05-23
DODSON, CHARLES, EDWARD VICE PRESIDENT/CHIEF COMPLIANCE OFFICER 09/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
J.A. GLYNN & CO. VP OF COMPLIANCE & OPERATIONS, SROP/CROP direct 2007-01-01
J.A. GLYNN & CO. CHIEF COMPLIANCE OFFICER direct 2008-05-01
J.A. GLYNN & CO. CHIEF COMPLIANCE OFFICER-SHAREHOLDER direct 2008-06-01
JAG CAPITAL MANAGEMENT LLC VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2011-09-01
MERTZ, DEBORAH, WYNNE CHIEF FINANCIAL OFFICER 09/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
J.A. GLYNN & CO. CHIEF FINANCIAL OFFICER direct 2007-01-01
JAG CAPITAL MANAGEMENT LLC CHIEF FINANCIAL OFFICER direct 2011-09-01
VOGT, ALAN, DONALD DIRECTOR FIXED INCOME TRADING 03/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
J.A. GLYNN & CO. DIRECTOR FIXED INCOME TRADING-SHAREHOLDER direct 2008-06-01
JAG CAPITAL MANAGEMENT LLC DIRECTOR FIXED INCOME TRADING direct 2012-03-01
J.A. GLYNN & CO. VICE PRESIDENT direct 1990-07-01 2001-09-06
CONLEY, NORMAN, BENEDICT INCREASED OWNERSHIP PERCENT JA GLYNN & CO 03/01/2020 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
J.A. GLYNN & CO. PRESIDENT, CHIEF EXECUTIVE OFFICER direct 2008-05-01
JAG CAPITAL MANAGEMENT LLC PRESIDENT/CHIEF EXECUTIVE OFFICER direct 2011-09-01
J.A. GLYNN & CO. VICE PRESIDENT direct 2001-06-01 2001-09-06
J.A. GLYNN & CO. SECRETARY direct 2005-03-01 2006-07-13
J.A. GLYNN & CO. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2006-07-01 2008-05-23

JAG CAPITAL MANAGEMENT LLC

ownership team - last updated 2019-07-24
Name Title Start Date Direct/Indirect % Ownership
JA GLYNN & CO MANAGING MEMBER/SHAREHOLDER 09/01/2011 Direct 75% or more
Fund Name Position direct/indirect start date end date
JAG CAPITAL MANAGEMENT LLC MANAGING MEMBER/SHAREHOLDER direct 2011-09-01
FERRY, DANIEL, JOHN CHAIRMAN 09/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
J.A. GLYNN & CO. CHAIRMAN direct 2001-07-01
JAG CAPITAL MANAGEMENT LLC CHAIRMAN indirect 2001-07-01
JAG CAPITAL MANAGEMENT LLC CHAIRMAN direct 2011-09-01
J.A. GLYNN & CO. PRESIDENT direct 1988-03-01 2001-04-25
J.A. GLYNN & CO. CHAIRMAN,CEO,PRESIDENT direct 2001-07-01 2005-03-31
J.A. GLYNN & CO. CHAIRMAN,CEO,PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2001-07-01 2006-07-13
CONLEY, NORMAN, BENEDICT PRESIDENT/CHIEF EXECUTIVE OFFICER 09/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
J.A. GLYNN & CO. PRESIDENT, CHIEF EXECUTIVE OFFICER direct 2008-05-01
JAG CAPITAL MANAGEMENT LLC PRESIDENT/CHIEF EXECUTIVE OFFICER direct 2011-09-01
J.A. GLYNN & CO. VICE PRESIDENT direct 2001-06-01 2001-09-06
J.A. GLYNN & CO. SECRETARY direct 2005-03-01 2006-07-13
J.A. GLYNN & CO. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2006-07-01 2008-05-23
VOGT, ALAN, DONALD DIRECTOR FIXED INCOME TRADING 03/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
J.A. GLYNN & CO. DIRECTOR FIXED INCOME TRADING-SHAREHOLDER direct 2008-06-01
JAG CAPITAL MANAGEMENT LLC DIRECTOR FIXED INCOME TRADING direct 2012-03-01
J.A. GLYNN & CO. VICE PRESIDENT direct 1990-07-01 2001-09-06
DODSON, CHARLES, EDWARD VICE PRESIDENT/CHIEF COMPLIANCE OFFICER 09/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
J.A. GLYNN & CO. VP OF COMPLIANCE & OPERATIONS, SROP/CROP direct 2007-01-01
J.A. GLYNN & CO. CHIEF COMPLIANCE OFFICER direct 2008-05-01
J.A. GLYNN & CO. CHIEF COMPLIANCE OFFICER-SHAREHOLDER direct 2008-06-01
JAG CAPITAL MANAGEMENT LLC VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2011-09-01
MERTZ, DEBORAH, WYNNE CHIEF FINANCIAL OFFICER 09/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
J.A. GLYNN & CO. CHIEF FINANCIAL OFFICER direct 2007-01-01
JAG CAPITAL MANAGEMENT LLC CHIEF FINANCIAL OFFICER direct 2011-09-01
FERRY, DANIEL, JOHN CHAIRMAN J.A. GLYNN & CO 07/01/2001 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
J.A. GLYNN & CO. CHAIRMAN direct 2001-07-01
JAG CAPITAL MANAGEMENT LLC CHAIRMAN indirect 2001-07-01
JAG CAPITAL MANAGEMENT LLC CHAIRMAN direct 2011-09-01
J.A. GLYNN & CO. PRESIDENT direct 1988-03-01 2001-04-25
J.A. GLYNN & CO. CHAIRMAN,CEO,PRESIDENT direct 2001-07-01 2005-03-31
J.A. GLYNN & CO. CHAIRMAN,CEO,PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2001-07-01 2006-07-13

JAG CAPITAL MANAGEMENT LLC

ownership team - last updated 2019-03-14
Name Title Start Date Direct/Indirect % Ownership
JA GLYNN & CO MANAGING MEMBER/SHAREHOLDER 09/01/2011 Direct 75% or more
Fund Name Position direct/indirect start date end date
JAG CAPITAL MANAGEMENT LLC MANAGING MEMBER/SHAREHOLDER direct 2011-09-01
FERRY, DANIEL, JOHN CHAIRMAN 09/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
J.A. GLYNN & CO. CHAIRMAN direct 2001-07-01
JAG CAPITAL MANAGEMENT LLC CHAIRMAN indirect 2001-07-01
JAG CAPITAL MANAGEMENT LLC CHAIRMAN direct 2011-09-01
J.A. GLYNN & CO. PRESIDENT direct 1988-03-01 2001-04-25
J.A. GLYNN & CO. CHAIRMAN,CEO,PRESIDENT direct 2001-07-01 2005-03-31
J.A. GLYNN & CO. CHAIRMAN,CEO,PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2001-07-01 2006-07-13
CONLEY, NORMAN, BENEDICT PRESIDENT/CHIEF EXECUTIVE OFFICER 09/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
J.A. GLYNN & CO. PRESIDENT, CHIEF EXECUTIVE OFFICER direct 2008-05-01
JAG CAPITAL MANAGEMENT LLC PRESIDENT/CHIEF EXECUTIVE OFFICER direct 2011-09-01
J.A. GLYNN & CO. VICE PRESIDENT direct 2001-06-01 2001-09-06
J.A. GLYNN & CO. SECRETARY direct 2005-03-01 2006-07-13
J.A. GLYNN & CO. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2006-07-01 2008-05-23
DODSON, CHARLES, EDWARD VICE PRESIDENT/CHIEF COMPLIANCE OFFICER 09/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
J.A. GLYNN & CO. VP OF COMPLIANCE & OPERATIONS, SROP/CROP direct 2007-01-01
J.A. GLYNN & CO. CHIEF COMPLIANCE OFFICER direct 2008-05-01
J.A. GLYNN & CO. CHIEF COMPLIANCE OFFICER-SHAREHOLDER direct 2008-06-01
JAG CAPITAL MANAGEMENT LLC VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2011-09-01
MERTZ, DEBORAH, WYNNE CHIEF FINANCIAL OFFICER 09/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
J.A. GLYNN & CO. CHIEF FINANCIAL OFFICER direct 2007-01-01
JAG CAPITAL MANAGEMENT LLC CHIEF FINANCIAL OFFICER direct 2011-09-01
VOGT, ALAN, DONALD DIRECTOR FIXED INCOME TRADING 03/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
J.A. GLYNN & CO. DIRECTOR FIXED INCOME TRADING-SHAREHOLDER direct 2008-06-01
JAG CAPITAL MANAGEMENT LLC DIRECTOR FIXED INCOME TRADING direct 2012-03-01
J.A. GLYNN & CO. VICE PRESIDENT direct 1990-07-01 2001-09-06
FERRY, DANIEL, JOHN CHAIRMAN J.A. GLYNN & CO 07/01/2001 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
J.A. GLYNN & CO. CHAIRMAN direct 2001-07-01
JAG CAPITAL MANAGEMENT LLC CHAIRMAN indirect 2001-07-01
JAG CAPITAL MANAGEMENT LLC CHAIRMAN direct 2011-09-01
J.A. GLYNN & CO. PRESIDENT direct 1988-03-01 2001-04-25
J.A. GLYNN & CO. CHAIRMAN,CEO,PRESIDENT direct 2001-07-01 2005-03-31
J.A. GLYNN & CO. CHAIRMAN,CEO,PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2001-07-01 2006-07-13

JAG CAPITAL MANAGEMENT LLC

ownership team - last updated 2017-06-30
Name Title Start Date Direct/Indirect % Ownership
JA GLYNN & CO MANAGING MEMBER/SHAREHOLDER 09/01/2011 Direct 75% or more
Fund Name Position direct/indirect start date end date
JAG CAPITAL MANAGEMENT LLC MANAGING MEMBER/SHAREHOLDER direct 2011-09-01
FERRY, DANIEL, JOHN CHAIRMAN 09/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
J.A. GLYNN & CO. CHAIRMAN direct 2001-07-01
JAG CAPITAL MANAGEMENT LLC CHAIRMAN indirect 2001-07-01
JAG CAPITAL MANAGEMENT LLC CHAIRMAN direct 2011-09-01
J.A. GLYNN & CO. PRESIDENT direct 1988-03-01 2001-04-25
J.A. GLYNN & CO. CHAIRMAN,CEO,PRESIDENT direct 2001-07-01 2005-03-31
J.A. GLYNN & CO. CHAIRMAN,CEO,PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2001-07-01 2006-07-13
CONLEY, NORMAN, BENEDICT PRESIDENT/CHIEF EXECUTIVE OFFICER 09/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
J.A. GLYNN & CO. PRESIDENT, CHIEF EXECUTIVE OFFICER direct 2008-05-01
JAG CAPITAL MANAGEMENT LLC PRESIDENT/CHIEF EXECUTIVE OFFICER direct 2011-09-01
J.A. GLYNN & CO. VICE PRESIDENT direct 2001-06-01 2001-09-06
J.A. GLYNN & CO. SECRETARY direct 2005-03-01 2006-07-13
J.A. GLYNN & CO. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2006-07-01 2008-05-23
DODSON, CHARLES, EDWARD VICE PRESIDENT/CHIEF COMPLIANCE OFFICER 09/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
J.A. GLYNN & CO. VP OF COMPLIANCE & OPERATIONS, SROP/CROP direct 2007-01-01
J.A. GLYNN & CO. CHIEF COMPLIANCE OFFICER direct 2008-05-01
J.A. GLYNN & CO. CHIEF COMPLIANCE OFFICER-SHAREHOLDER direct 2008-06-01
JAG CAPITAL MANAGEMENT LLC VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2011-09-01
MERTZ, DEBORAH, WYNNE CHIEF FINANCIAL OFFICER 09/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
J.A. GLYNN & CO. CHIEF FINANCIAL OFFICER direct 2007-01-01
JAG CAPITAL MANAGEMENT LLC CHIEF FINANCIAL OFFICER direct 2011-09-01
VOGT, ALAN, DONALD DIRECTOR FIXED INCOME TRADING 03/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
J.A. GLYNN & CO. DIRECTOR FIXED INCOME TRADING-SHAREHOLDER direct 2008-06-01
JAG CAPITAL MANAGEMENT LLC DIRECTOR FIXED INCOME TRADING direct 2012-03-01
J.A. GLYNN & CO. VICE PRESIDENT direct 1990-07-01 2001-09-06
FERRY, DANIEL, JOHN CHAIRMAN J.A. GLYNN & CO 07/01/2001 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
J.A. GLYNN & CO. CHAIRMAN direct 2001-07-01
JAG CAPITAL MANAGEMENT LLC CHAIRMAN indirect 2001-07-01
JAG CAPITAL MANAGEMENT LLC CHAIRMAN direct 2011-09-01
J.A. GLYNN & CO. PRESIDENT direct 1988-03-01 2001-04-25
J.A. GLYNN & CO. CHAIRMAN,CEO,PRESIDENT direct 2001-07-01 2005-03-31
J.A. GLYNN & CO. CHAIRMAN,CEO,PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2001-07-01 2006-07-13

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