Project Status Reporting

Date Received ONB Number Requestor Account Name CST Number
2021-11-15-
12/7/2021 9213326 Theresa Mattox The Carlyle Group L.P. 8924458
2021-12-03-
12/23/2021 9292545 Eric Lich Morgan Stanley 1415035
2021-07-06-
12/27/2021 8601949 Mandy Hendricks Semiconductor Components Industries, LLC 1452479
2021-12-21-
1/3/2022 9380474 Mary Novich Waterton Associates L.L.C. 3133785
2021-12-27-
1/3/2022 9410980 Mary Novich Salesforce.Com Inc. 4391545
2022-01-03-
1/4/2022 9429243 Mary Novich Tech Data Corporation 6867312
2022-01-05-
1/5/2022 9442161 Mary Novich Jacuzzi Brands LLC 5127464
2022-01-03-
1/5/2022 9434929 Mary Novich Extra Space Storage LLC 1447943
2021-10-01-
1/5/2022 9012677 Mary Novich Arup Americas Inc. 6551148
2021-12-20-
1/10/2022 9372373 Eric Lich Tegna Inc. 1431742
2022-01-06-
1/10/2022 9453468 Mary Novich Independent Community Bankers of America 5167434
2022-01-07-
1/11/2022 9458743 Mary Novich Emerson Electric Co. 1428029
2022-01-11-
1/11/2022 9475808 Eric Lich Plantronics, Inc. 1414749
2021-12-06-
1/12/2022 9304058 Mary Novich Westbrook Partners 1440002
2022-01-10-
1/12/2022 9470870 Theresa Mattox Brightview Companies 3616968
2021-12-20-
1/13/2022 9372730 Mary Novich BAE SYSTEMS Holdings Inc. 1415066
2022-01-13-
1/13/2022 9486480 Mandy Hendricks COMPASS, INC. 6725122
2021-12-20-
1/13/2022 9374708 Mary Novich FDIC 1435551
2021-12-02-
1/13/2022 9287119 Adam Deis American Axle & Manufacturing, Inc. 1433780
2022-01-10-
1/13/2022 9469881 Mandy Hendricks Moodys Corporation 1448152
2022-01-04-
1/14/2022 9438722 Eric Lich Ciner Resources Corporation 9379382
2021-12-20-
1/14/2022 9376920 Eric Lich Alticor Inc. 1411199
2022-01-04-
1/14/2022 9440292 Mary Novich HRI Properties 4953853
2021-12-20-
1/18/2022 9372314 Eric Lich Emerson Electric Co. 1428029
2022-01-14-
1/18/2022 9488697 Theresa Mattox Siteone Landscape Supply 1477097
2022-01-18-
1/18/2022 9499527 Mary Novich Logistics Management Institute 1428320
2022-01-14-
1/18/2022 9490853 Mary Novich Michael Baker International LLC 1413100
2022-01-17-
1/19/2022 9494036 Eric Lich Baxter Healthcare Corporation 1411637
2022-01-19-
1/19/2022 9503002 Eric Lich Pon North America, Inc. 3933712
2022-01-06-
1/19/2022 9452851 Caroline McKeon US LBM Holdings, LLC 9452997
2021-12-20-
1/19/2022 9375842 Eric Lich RFR Holding LLC 1469544
2022-01-17-
1/20/2022 9493692 Mary Novich Boise Cascade Company 1411313
2021-12-20-
1/21/2022 9375904 Mary Novich Five Point Land, LLC 5930434
2021-10-26-
1/24/2022 9125048 Mary Novich CAMPAIGN MONITOR 9246692
2022-01-07-
1/24/2022 9460393 Theresa Mattox Neenah, Inc. 3858925
2022-01-24-
1/25/2022 9525861 Mary Novich INCEPTION FERTILITY 9734693
1/26/2022 Caroline McKeon Annual Report Filing Team 4131909
2021-12-06-
1/26/2022 9302579 Theresa Mattox Fortress - PE - Fund IV 9137970
2021-12-20-
1/27/2022 9372171 Theresa Mattox The Chemours Company 8945568
2021-12-20-
1/28/2022 9372337 Eric Lich Savage Services Corporation 3121347
2022-01-26-
1/31/2022 9534782 Mary Novich US LBM Holdings, LLC 9452997
2021-12-20-
1/31/2022 9374445 Mary Novich Interactive Advertising Bureau, Inc 11400512
2021-12-20-
1/31/2022 9373610 Mary Novich GFL Environmental Inc. 10993432
Estimated
# of Units Completion # of Units
Process Status Received Date Date Completed Delivered
ECMS Task Completed 9,486 12/31/2021 1/5/2022 9,486
ECMS Task Completed 818 1/10/2022 1/5/2022 818


ECMS Task Not Started 200 2/2/2022

Specialist Remarks
Mark Jason Murillo Carlyle Comparison

hCue Comparison- Morgan Stanley Law Division- Case #
Mark Jason Murillo 9292545
Mark Jason Murillo Semiconductor- Hcue Doc Upload
Mark Jason Murillo Waterton Associates L.L.C. - hCue Update
Analyn Broa Salesforce.com - hCue updates

Tech Data Corporation - Management Structure Updates
Geofrey Tabuñag in hCue
Geofrey Tabuñag Jacuzzi Brands LLC - hCue Updates
Mark Jason Murillo Extra Space Storage LLC - hCue Comparison and Update
Geofrey Tabuñag Arup Americas Inc. - hCue Updates
Alma Fontanar HCue update - Tegna - Case 9372373

Independent Community Bankers of America - hCue
Update
Alma Fontanar - Waiting response from Mary - 1/12/2022
Alma Fontanar Emerson Electric Co -hCue Updates
Alma Fontanar Plantronics Document Type Updates
Alma Fontanar Westbrook Partners - Change "manager" to "member"
Mark Jason Murillo hCue updates Bright View
Analyn Broa BAE SYSTEMS Holdings Inc. - hCue Updates
Analyn Broa Wholly Owned Entity Vital Update Project
Mark Jason Murillo FDIC - Management Structure Update

American Axle - Document Upload
Delayed TAT due to waiting for log-in credential
Mark Jason Murillo Response Date: 1/19/2022
Analyn Broa Officer Director Updates
Analyn Broa hCue update

hCue Updates - Officer / Director updates - Alticor
Analyn Broa entities
Analyn Broa HRI Properties - Inactivating Entities

Emerson hCue Updates
- Waiting response from Eric - 1/20/2022
Analyn Broa - Query resolved - 1/25/2022
Analyn Broa hcue update Siteone
Analyn Broa Logistics Management Institute - hCue Updates

Michael Baker International LLC - Management Structure
Analyn Broa Update
Analyn Broa Officer Updates
Analyn Broa hCue Updates - Entity Additions
Analyn Broa EMS Task - Assumed Name Data
Analyn Broa hCue

Boise Cascade Company - hCue Updates
Analyn Broa - Waiting response from Mary - 1/26/2022
Analyn Broa Five Point Land, LLC - hCue updates - Addresses
Analyn Broa CAMPAIGN MONITOR - Mgmt Structure Update
Alma Fontanar Neenah, Inc. - hCUe updates
Florbelle Quimay INCEPTION FERTILITY - Address Update

Analyn Broa Federal Tax ID Updates
Florbelle Quimay Fortress - PE - Fund IV - hCue

hCue update- The Chemours Company
Florbelle Quimay - Waiting response from Theresa - 1/27/2022
Alma Fontanar Savage Services Corporation - hCue updates
Alma Fontanar US LBM Holdings, LLC - FYE Update

Interactive Advertising Bureau, Inc - Management
Alma Fontanar Structure Updates
Alma Fontanar GFL Environmental Inc. - hCue Updates

2022-01-26-
2021-12-20-
1/31/2022 9374445 Mary Novich Interactive Advertising Bureau, Inc 11400512
2021-12-20-
1/31/2022 9373610 Mary Novich GFL Environmental Inc. 10993432
2022-02-01-
2/1/2022 9563318 Theresa Mattox HomeServe USA Corp. 4129632
2022-01-10-
2/1/2022 9468780 Mary Novich BELL PARTNERS, INC. 1429298
2021-10-01-
2/2/2022 9012500 Theresa Mattox Rpt Realty 1428819
2021-12-02-
2/4/2022 9291231 Mandy Hendricks Thras.Io Inc 10373173
2022-02-02-
2/4/2022 9575522 Mary Novich National Inventors Hall of Fame, Inc. 6075226
2022-02-04-
2/4/2022 9590534 Eric Lich Annual Report Filing Team 4131909
2022-02-03-
2/4/2022 9586166 Mary Novich SHOPOFF REALTY INVESTMENTS, L.P. 8844359
2022-02-07-
2/7/2022 9598317 Meghan O'Brien Angelo, Gordon & CO. 1430852
2022-02-04-
2/8/2022 9587952 Mary Novich GAINWELL TECHNOLOGIES LLC 11546562
2021-12-06-
2/8/2022 9303467 Theresa Mattox ACCORHOTELS 9865834
2021-12-06-
2/8/2022 9304291 Mary Novich Pembina Midstream (U.S.A) Inc 5704191
2021-11-22-
2/9/2022 9245827 Mandy Hendricks Mastercard International Incorporated 1413872
2022-02-01-
2/10/2022 9571029 Mary Novich Brickman Associates 3146913
2022-02-01-
2/10/2022 9571264 Mary Novich KEYSTONE PROPERTY GROUP 7300042
2021-12-20-
2/14/2022 9375684 Theresa Mattox JRE Partners 6566660
2022-02-01-
2/14/2022 9566990 Mary Novich GCL NEW ENERGY, INC. 9681896
2022-02-08-
2/14/2022 9598974 Theresa Mattox BELL PARTNERS, INC. 1429298
2022-02-15-
2/15/2022 9637337 Mandy Hendricks Insight Software 7357032
2022-02-10-
2/15/2022 9614168 Mary Novich Champion Home Builders, Inc. 1417357
2022-02-07-
2/15/2022 9594118 Theresa Mattox MONTECITO MEDICAL OPERATING COMPANY, LLC 8313801
2022-02-15-
2/16/2022 9636687 Eric Lich QUORUM HEALTH 9553741
2/16/2022 Mary Novich ASSUREDPARTNERS, INC.

2022-02-16-
2/16/2022 9644201 Caroline McKeon Thomas Jefferson University 1431479
2021-12-06-
2/16/2022 9303364 Mary Novich Dassault Systemes Americas Corp. 5314203
2022-02-16-
2/17/2022 9645266 Eric Lich Liberty Utilities Service Corp. 1925618
2022-02-01-
2/17/2022 9565136 Theresa Mattox The Bank Of New York Mellon Corporation 1415212
2022-02-17-
2/17/2022 9651246 Caroline McKeon Mastercard International Incorporated 1413872
2022-02-01-
2/21/2022 9566128 Mary Novich R1 RCM INC. 3823677
2021-12-20-
2/21/2022 9372257 Mary Novich ALAMO GROUP (USA) INC. 1419658
2022-02-23-
2/23/2022 9670038 Mary Novich ColourOZ Investment 2 LLC 11305370
2022-02-24-
2021-12-06-
2/25/2022 9304015 Mary Novich First National Realty Partners (FNRP) 11357800
2022-01-07-
2022-02-28-
2/28/2022 9698482 Mandy Hendricks UBER TECHNOLOGIES, INC. 8521210
Estimated
ECMS Task completed 31 2/9/2022 2/9/2022 31


Specialist Remarks
Alma Fontanar US LBM Holdings, LLC - FYE Update

Interactive Advertising Bureau, Inc - Management
Alma Fontanar GFL Environmental Inc. - hCue Updates
Alma Fontanar HomeServe USA Corp. - hCue
Alma Fontanar Bell Partners - HcUE uPDATES
Alma Fontanar Rpt Realty -hCue Updates
Alma Fontanar Par Value Update
Alma Fontanar National Inventors Hall of Fame, Inc. - hCue Updates
Alma Fontanar Energy Developments address updates
Alma Fontanar SHOPOFF REALTY INVESTMENTS, L.P. - Address Update
Alma Fontanar Angelo Gordon - Entity Vitals Updates - Classification
GAINWELL TECHNOLOGIES LLC - Management Structure

Update
-Waiting response from Mary - 2/14/22
Alma Fontanar _Resolved Query - 2/18/2022
Alma Fontanar Accor - hCue update
Pembina Midstream (U.S.A) Inc - O&D Address Updates

-Waiting response from Mary - 2/9/22
Alma Fontanar -Query resolved 2/10/22
Address Book Clean Up- Mastercard
- Waiting response from Mandy 2/11/22
Alma Fontanar -Queried resolved 2/14/2022
Alma Fontanar Brickman Associates - Address Update
Mark Jason Murillo Keystone Property Group- Address Updates
Alma Fontanar hCue update
Alma Fontanar GCL NEW ENERGY, INC. - hCue Updates
Alma Fontanar hCue Updates
Alma Fontanar Insight Doc Upload Project
Alma Fontanar Champion Home Builders, Inc. - hCue Updates

Alma Fontanar hCue Update - Montecito Medical
Alma Fontanar hCue

ASSUREDPARTNERS, INC. - Pending Updates
- Waiting response from Mary - 2/18/2022
Analyn Broa - Query resolved - 2/21/2022
Thomas Jefferson University Document Workspace
Analyn Broa Assignment
Alma Fontanar Dassault Systemes Americas Corp. - hCue updates

hCue Updates
-waiting for response from Eric 2/20/22
Alma Fontanar -Query resolved 2/21/22
Geofrey Tabunag The Bank of New York Mellon - hCue Updates
Analyn Broa Mastercard Personnel Record Updates
Alma Fontanar R1 RCM INC. - hCUe Updates
ALAMO GROUP (USA) INC. - Management Structure

Updates
-Waiting for response from Mary 2/25/22
Alma Fontanar Queried resolved 2/28/22 - To disregard
Alma Fontanar ColourOZ Investment 2 LLC - hCue Update
Alma Fontanar Angelo Gordon - Acronym Updates
Alma Fontanar First National Realty Partners (FNRP) - New Entities

Pembina Midstream (U.S.A) Inc - Management Structure
Alma Fontanar Update
Alma Fontanar Uber Management Updates

2022-02-23-
2/23/2022 9670038 Mary Novich ColourOZ Investment 2 LLC 11305370
2022-01-07-
2022-02-28-
2/28/2022 9698482 Mandy Hendricks UBER TECHNOLOGIES, INC. 8521210
2022-02-25-
3/1/2022 9687986 Mary Novich ASSUREDPARTNERS, INC. 6803760
2022-02-01-
3/4/2022 9570790 Eric Lich WHITE OAK PARTNERS 5977912
2022-01-07-
3/4/2022 9463241 Mary Novich AVISON YOUNG 8388247
2022-02-21-
3/7/2022 9662231 Theresa Mattox Bentallgreenoak 1432649
2021-07-23-
3/8/2022 8677951 Eric Lich Equitable Financial Life Insurance Company 8722917
2022-03-09-
3/9/2022 9753069 Eric Lich O'Reilly Automotive, Inc. 1437582
2022-02-24-
2022-03-10-
3/10/2022 9756690 Eric Lich Sap America, Inc. 1428700
2022-03-04-
3/11/2022 9728317 Mary Novich NEXPOINT ADVISORS, LP 10892099
2021-06-29-
3/11/2022 8565717 Eric Lich Thomas Jefferson University 1431479
2022-03-11-
3/11/2022 9761913 Mary Novich ATRIUM LIVING CENTERS, INC. 1805988
2022-03-11-
3/11/2022 9766499 Mary Novich The Bank Of New York Mellon Corporation 1415212
2022-01-07-
3/16/2022 9463035 Eric Lich STEEL SERVICES LTD 12166930
2022-02-01-
3/16/2022 9570879 Mary Novich THE ARDENT COMPANIES 8714176
2022-03-04-
3/16/2022 9730560 Eric Lich ADAMS OFFICE LLC 5488748
2021-12-20-
3/16/2022 9373720 Eric Lich Handy & Harman 1431322
2022-03-16-
3/16/2022 9782342 Caroline McKeon Equitable Financial Life Insurance Company 8722917
2022-03-12-
3/18/2022 9766826 Caroline McKeon Bentallgreenoak 1432649
2022-03-17-
3/18/2022 9789720 Theresa Mattox MIDDLEGROUND MANAGEMENT, LP 10565447
2022-03-09-
3/22/2022 9752805 Caroline McKeon Angelo, Gordon & CO. 1430852
2022-01-07-
3/22/2022 9458758 Mary Novich The Penn Mutual Life Insurance Company 1414117
2022-03-22-
3/22/2022 9802598 Mary Novich MAHLE BEHR USA INC. 3481430
2022-03-16-
3/23/2022 9780444 Eric Lich Shl US LLC 9990451
2022-03-24-
3/25/2022 9820351 Eric Lich ROCKWELL AUTOMATION, INC. 1414259
2021-11-05-
3/29/2022 9179843 Mary Novich Tesla Energy Operations, Inc 5878247
2021-11-05-
3/30/2022 9179934 Mary Novich UBER TECHNOLOGIES, INC. 8521210
2022-02-24-
2022-02-24-
Estimated


Specialist Remarks
Alma Fontanar ColourOZ Investment 2 LLC - hCue Update

Pembina Midstream (U.S.A) Inc - Management Structure
Alma Fontanar Update
Alma Fontanar Uber Management Updates
Mark Jason Murillo AssuredPartners, Inc. - Pending Updates
Alma Fontanar Address Update
Alma Fontanar AVISON YOUNG - Officer/Director Updates
Alma Fontanar Bentallgreenoak - Quarterly Missing FYE
Alma Fontanar Equitable Financial Services - Quarterly Missing FYE
Alma Fontanar HCUe update - O'Reilly - Case 9753069
Alma Fontanar hCue update - Workspace

hCue
Waiting for response from Eric - 3/11/2022
Alma Fontanar Queries resolved - 3/14/2022
NEXPOINT ADVISORS, LP - hCue Updates
Waiting for response from Mary - 3/11/2022
Alma Fontanar Queries resolved - 3/14/2022
Alma Fontanar Thomas Jefferson University - Quarterly Missing FYE
Alma Fontanar Atrium Centers Management LLC - hCue Updates

The Bank of New York Mellon- Officer and Director
Alma Fontanar Updates
EMS task-Handy and Harmon
Waiting for response from Eric 3/18/22
Alma Fontanar Queries resolved 3/21/22
Alma Fontanar THE ARDENT COMPANIES - Address Update
Alma Fontanar ADAMS OFFICE LLC Address Audit
Alma Fontanar Handy & Harmon EMS task
Analyn Broa hCue Updates - Enter Entity Acronym
Alma Fontanar Bentallgreenoak Custom Field Updates
Alma Fontanar hCue Update - Address update

Angelo Gordon - Vitals Updates
- Waiting for response from Meghan - 3/23/2022
- Waiting for response from Meghan - 3/24/2022
Alma Fontanar - Queries resolved 3/28/2022
The Penn Mutual Life Insurance Company - Mgmt
Alma Fontanar Structure Update
MAHLE INDUSTRIES, INC - Management Structure
Alma Fontanar Updates
Alma Fontanar EMS Account hCue Updates
Alma Fontanar hCue updates
Alma Fontanar Tesla Energy Operations, Inc - Pending Updates
Alma Fontanar Uber Technologies Inc - Pending Updates
Alma Fontanar Bentallgreenoak - Add Workspace Updates
Alma Fontanar Bentallgreenoak - Additional Workspace Updates

2022-02-24-
2022-03-31-
4/1/2022 9853027 Eric Lich Form Health Associates, P.C. 10833557
2022-03-09-
2022-02-25-
2022-02-01-
4/5/2022 9570915 Theresa Mattox EverWest Real Estate Investors, LLC 3182501
2022-02-24-
2022-02-01-
4/6/2022 9565043 Mary Novich PEPSICO, INC. (ARMS BILLING) 1834664
2022-03-28-
4/6/2022 9837507 Mary Novich FORTIS ADMINISTRATIVE SERVICES, LLC 9543733
2022-03-18-
4/7/2022 9793869 Mary Novich CARPENTER TECHNOLOGY CORPORATION 1413064
2022-04-04-
4/8/2022 9870574 Mary Novich NGL Energy Partners LP 1433807
2022-04-04-
4/11/2022 9875893 Eric Lich Owl Rock Capital Partners 9505963
2022-04-07-
4/11/2022 9897537 Mary Novich Alliancebernstein L.P. 1429444
2022-03-09-
2022-04-12-
4/12/2022 9920431 Eric Lich ENDO PHARMACEUTICALS INC. 1441918
2022-02-01-
4/12/2022 9566126 Mary Novich Solarwinds Worldwide LLC 5321840
2022-04-11-
4/12/2022 9917401 Mary Novich TAILORED SHARED SERVICES, LLC. 1424681
2022-03-21-
4/12/2022 9798635 Mary Novich CARPENTER TECHNOLOGY CORPORATION 1413064
2022-04-05-
4/14/2022 9883941 Mary Novich Yahoo Inc. 3641500
2022-04-05- The Bank Of New York Mellon Corporation
4/15/2022 9884047 Eric Lich 1415212
2021-10-29-
4/15/2022 9145015 Mary Novich ABM Industries Incorporated 5492991
2022-04-18-
4/18/2022 9947286 Eric Lich Partners Health Care System 1781154
2022-04-05-
4/19/2022 9884946 Mary Novich NAVISUN LLC 10571542
2022-04-04-
4/19/2022 9870812 Eric Lich BKM Capital Partners 10010903
2022-04-15-
4/19/2022 9937835 Mary Novich NEXPOINT ADVISORS, LP 10892099
2022-04-18-
4/20/2022 9943682 Mary Novich B&D Holdings 5837525
2022-02-01-
4/21/2022 9565735 Mary Novich PEMBINA PIPELINE CORPORATION 5704191
2022-03-04-
4/25/2022 9723219 Mary Novich Lindsey Management Company, Inc. 1428433
2022-03-09-
2021-11-05-
4/26/2022 9178927 Mary Novich Invenergy, LLC 4020347
2021-11-05-
4/26/2022 9179934 Mary Novich UBER TECHNOLOGIES, INC. 8521210
2022-02-25-
2022-04-04-
4/27/2022 9871424 Theresa Mattox Madison Marquette 1846814
2022-04-07-
4/27/2022 9901307 Theresa Mattox Valor Management LLC 6862386
2022-04-28-
2022-03-04-
4/29/2022 9724008 Eric Lich BRIGHT HEALTH GROUP, INC. 9302508
Estimated

ECMS Task Waiting on someone else 200 4/30/2022

Specialist Remarks
Alma Fontanar Bentallgreenoak - Additional Workspace Updates
Alma Fontanar Form Health Associates, P.C. - hCue updates

Angelo Gordon - ARMS Box Updates in Vitals and
Alma Fontanar Authority to Do Business
Alma Fontanar AssuredPartners, Inc. - Pending Updates
Alma Fontanar hCue Update
Alma Fontanar EMS task - 04.05.22 Billing Groups
Alma Fontanar Pepsi - hCue Updates

FORTIS ADMINISTRATIVE SERVICES, LLC - Mgmt Structure
Alma Fontanar update
Alma Fontanar CARPENTER TECHNOLOGY CORPORATION - hCue Update
Alma Fontanar NGL Energy Partners LP - hCue Updates

hCue Updates - Owl Rock Capital Partners - ARROW
Alma Fontanar Comparison
Alma Fontanar Alliancebernstein L.P. - hCue Updates
Alma Fontanar Angelo Gordon - Owners Updates

hCue updates
- Waiting for Response from Eric - 4/19/2022
Alma Fontanar - Query resolved 4/21/2022
Mark Jason Murillo Solarwinds Worldwide LLC - dOCUMENT tYPE uPDATE

TAILORED SHARED SERVICES, LLC - Management
Mark Jason Murillo Structure Update
CARPENTER TECHNOLOGY CORPORATION - updates to
Alma Fontanar O/D
Alma Fontanar Yahoo Inc. - management structure updates

The Bank of New York Mellon - hCue Management
Geofrey Tabuñag Updates
Alma Fontanar ABM Industries Incorporated - Pending Updates

Partners - Updated Board Lists as of April 18, 2022
- Waiting for Response from Eric - 4/20/2022
Alma Fontanar NAVISUN LLC - Business Purpose Update

BKM DE entity list comparison
- Waiting for response from Eric - 4/19/2022
NEXPOINT ADVISORS, LP - Jurisdictions to be added to
Alma Fontanar hCue
Alma Fontanar B&D HOLDINGS - FEIN # Update

PEMBINA PIPELINE CORPORATION - Management
Geofrey Tabuñag Structure Updates
Alma Fontanar Lindsey Management Company, Inc. - hCue Updates
Alma Fontanar Angelo Gordon Entity Vitals Registered Agent Updates
Alma Fontanar Invenergy, LLC - Pending Updates
Alma Fontanar Uber Technologies, Inc. - Pending Updates
Alma Fontanar AssuredPartners, Inc. - Pending Updates
hCue - adding entities

Alma Fontanar Waiting for response from Theresa Maatox 4/30/2022
Alma Fontanar hCue - add entities
Alma Fontanar EMS task - officer updates
Alma Fontanar hCue - Management Structure

2022-04-04-
2022-04-28-
2022-03-04-
4/29/2022 9724008 Eric Lich BRIGHT HEALTH GROUP, INC. 9302508
2022-02-01-
5/2/2022 9565078 Eric Lich Partners Health Care System 1781154
2022-04-15-
5/3/2022 9939542 Eric Lich EDMENTUM INC. 8617806
2022-04-05-
5/3/2022 9885803 Theresa Mattox SUMMIT RIDGE ENERGY 11171925
2022-04-07-
5/3/2022 9901162 Eric Lich Broadriver Asset Management, L.P. 8376853
2022-05-03-
5/3/2022 10026574 Eric Lich NETSMART TECHNOLOGIES, INC. 3655460
2022-03-04-
5/3/2022 9723867 Eric Lich Coinbase, Inc. 8586919
2022-04-04-
2022-03-04-
5/4/2022 9724721 Eric Lich DRAFTKINGS INC. 9423747
2022-04-28-
5/16/2022 10004174 Mary Novich The Bank Of New York Mellon Corporation 1415212
2022-05-16-
2022-05-16-
5/17/2022 10087444 Mary Novich Darigold, Inc. 1799427
2022-05-18-
5/18/2022 10102263 Mandy Hendricks Bentallgreenoak 1432649
2022-04-04-
5/20/2022 9866945 Mary Novich Community Energy Solar, LLC 1469268
2022-04-04-
5/23/2022 9871736 Mary Novich WAYPOINT RESIDENTIAL,LLC 6749221
2022-02-21-
Estimated

Specialist Remarks
hCue - adding entities
Alma Fontanar - Query sent to Theresa - 4/30/2022
Alma Fontanar EMS task - officer updates
Alma Fontanar hCue - Management Structure
Alma Fontanar Partners Board list update
Alma Fontanar hcue update
Alma Fontanar Entities to add to hCue

Add
- Query sent to Theresa - 5/5/2022; Query resolved -
Alma Fontanar 5/6/2022
Alma Fontanar hCue
The Bank Of New York Mellon Corporation-Management

Structure Updates
-Query sent to Novich - 5/16/2022; Query resolved -
US LBM Holdings, LLC - Address additions
Alma Fontanar
Alma Fontanar Darigold, Inc. - Officer and Director updates
Alma Fontanar Bentallgreenoak- Add Entities
Alma Fontanar Community Energy Solar, LLC - uPDATE
Alma Fontanar WAYPOINT RESIDENTIAL,LLC - Inactivating entities

2022-05-31-
6/1/2022 10163836 Mary Novich Shannon & Wilson, Inc. 3145855
2022-05-31-
6/1/2022 10163638 Eric Lich LOGICMONITOR, INC. 11329323
2022-05-26-
6/1/2022 10140342 Eric Lich FORTRESS - NEW RESIDENTIAL INVESTMENT CORP. 8627641
2022-03-04-
6/2/2022 9723144 Eric Lich Distributed Solar Development Management LLC 10664217
2022-06-02-
6/2/2022 10176700 Mandy Hendricks Prysmian Cables And Systems (Us) Inc 1418012
2022-01-13-
6/3/2022 9486480 Mandy Hendricks CLEARWAY ENERGY 9978688
2022-01-25-
6/3/2022 9531338 Mary Novich Audax Management Company, LLC
2022-06-07-
6/7/2022 10195777 Mary Novich HomeServe USA Corp. 4129632
2022-03-28-
6/9/2022 9828841 Eric Lich Elion Partners 8534421
2022-04-05-
6/10/2022 9884182 Eric Lich Cambium Learning, Inc. 3930946
2022-06-09-
6/10/2022 10207938 Mary Novich Wartsila North America, Inc 3455795
2022-04-05-
6/14/2022 9885803 Eric Lich SUMMIT RIDGE ENERGY 11171925
2022-06-21-
6/21/2022 10255552 Mandy Hendricks GENERAL MOTORS LLC 9532265
2022-06-23-
6/23/2022 10268412 Mandy Hendricks KINDRED AT HOME 10435788
2022-05-27-
6/23/2022 10148355 Eric Lich REVANTAGE 10675372
2022-04-05-
2021-11-05-
6/30/2022 9179021 Mary Novich Curo Health Services, LLC 10435788
Estimated
ECMS Task In Progress 1,034 7/5/2022 1,034
ECMS Task In Progress 889 7/1/2022 800
ECMS Task Not Started 1,390 6/30/2022

Specialist Remarks
Geofrey Tabunag Shannon & Wilson, Inc. - hCue Update
Alma Fontanar hCue
Alma Fontanar hCue
Alma Fontanar Document Date update
Alma Fontanar Clearway- Updating "Tax" field

Audax Management Company, LLC-hcue update-
Alma Fontanar management structure and FEIN
Alma Fontanar HomeServe USA Corp. - hCue Update
Alma Fontanar Elion Partners- Missing FYE
Alma Fontanar Cambium Learning - Officer & Director update - 9884182
Alma Fontanar Wartsila North America, Inc- hCue Updates
Alma Fontanar Entities to add to hCue
Alma Fontanar General Motors- Management Title/Title Role Updates
Alma Fontanar Kindred At Home- Officer/Director Updates
Alma Fontanar Revantage Change of Agents to CSC
Alma Fontanar hCue
Alma Fontanar Kindred At Home - Pending Updates

2022-06-23-
6/23/2022 10268412 Mandy Hendricks KINDRED AT HOME 10435788
2022-05-27-
6/23/2022 10148355 Eric Lich REVANTAGE 10675372
2022-04-05-
2021-11-05-
6/30/2022 9179021 Mary Novich Curo Health Services, LLC 10435788
2022-04-05-
7/8/2022 9884379 Mary Novich Weatherford International, Inc. 1584728
7/13/2022 Mary Novich Curo Health Services, LLC

2022-06-30-
7/14/2022 10308368 Mary Novich TRINITY INDUSTRIES 1418347
2022-06-14-
7/15/2022 10226450 Eric Lich GENERAL INVESTMENT & DEVELOPMENT CO. 1446121
2022-06-28-
7/18/2022 10282193 Mary Novich THE BANK OF NEW YORK MELLON CORPORATION 1415212
2022-06-28-
7/18/2022 10285341 Mary Novich Bank of America 5668372
2022-06-14-
2022-07-18-
7/19/2022 10383185 Mary Novich Gilbane Building Company 1413978
2022-05-27-
7/20/2022 10148573 Mary Novich Pon North America, Inc. 3933712
2022-06-14-
2022-07-21-
7/22/2022 10402606 Theresa Mattox Domino's Pizza LLC 1420391
2022-05-27-
7/22/2022 10148350 Eric Lich OCCIDENTAL PETROLEUM CORPORATION 6353163
2022-07-27-
7/27/2022 10428421 Mary Novich OCCIDENTAL PETROLEUM CORPORATION 6353163
2022-07-27-
7/28/2022 10429064 Eric Lich Cushman & Wakefield 9748476
Estimated
ECMS Task In Progress 4,900 7,716

Specialist Remarks
Alma Fontanar Kindred At Home- Officer/Director Updates
Alma Fontanar Revantage Change of Agents to CSC
Alma Fontanar hCue

Kindred At Home - Pending Updates
-Query sent to Novich - 07/01/2022; Query resolved
Weatherford International, Inc. - hCue Updates
- Query sent to Mary - 7/9/2022; Query resolved
Curo Health Services, LLC f/n/a Kindred at Home -
Alma Fontanar Pending Updates
Alma Fontanar TRINITY INDUSTRIES
Alma Fontanar EMS-GID-Update Signature blocks

THE BANK OF NEW YORK MELLON CORPORATION - Mgmt
Alma Fontanar Bank of America - T5 Entity Inactivation
Alma Fontanar EMS-GID Documents - Read Only Update
Alma Fontanar Gilbane Building Company - hCue Updates
Pon North America, Inc.- Management Structure Updates

Query sent to Mary 7/22/2022; Query resolved 7/25/22
Alma Fontanar
Alma Fontanar EMS-GID Chart Abbreviation Fields
Alma Fontanar Occidental - Management structure updates

OCCIDENTAL PETROLEUM CORPORATION- Officer /
Alma Fontanar Director updates
Alma Fontanar hcue update- Directors and Officers

2022-07-27-
7/27/2022 10428421 Mary Novich OCCIDENTAL PETROLEUM CORPORATION 6353163
2022-06-28-
8/1/2022 10282587 Mary Novich Weatherford International, Inc. 1584728
2022-06-14-
2022-03-09-
2022-08-09-
8/9/2022 10481145 Mary Novich Information Resources, Inc. 1425303
2022-06-14-
2022-07-26-
8/11/2022 10417380 Mary Novich CORPORATE MANAGING SYSTEMS, INC 7130708
2022-06-14-
2022-07-26-
8/23/2022 10415843 Theresa Mattox Dominium Development And Acquisition, LLC 1414265
2022-08-22-
8/29/2022 10549250 Mary Novich MAGNATE WORLDWIDE, LLC 9190731
2022-08-30-
8/30/2022 10585992 Mary Novich Appriss Inc. 1475706
Estimated

Specialist Remarks
OCCIDENTAL PETROLEUM CORPORATION- Officer /
Alma Fontanar Director updates
Alma Fontanar Weatherford International, Inc.-Mgmt Structure Update

EMS-GID Business Structure Types
Alma Fontanar - NEW ECD 8/9/2022
EMS Request: AG Entity Classification Updates
-ORIGINAL ECD 8/12/2022
Alma Fontanar -NEW ECD 8/15/2022
Information Resources, Inc. - mgmt Structure Updates

Alma Fontanar -Query sent to Mary 8/12/22; Query resolved 8/15/2022
Alma Fontanar EMS-GID-Authorized Signatory List
Alma Fontanar CORPORATE MANAGING SYSTEMS, INC-Address Update
Alma Fontanar EMS-GID Address Updates
Analyn Broa hCue Updates

MAGNATE WORLDWIDE, LLC-Officers and Directors hCue
Alma Fontanar update
Alma Fontanar Appriss Inc. - Officer & Director Updates

2022-06-14-
2022-07-26-
9/7/2022 10417754 Eric Lich Express Wash 11503917
2022-09-06-
9/7/2022 10616018 Mary Novich Tesla Energy Operations, Inc 5878247
2022-03-09-
2022-08-18-
9/7/2022 10531317 Eric Lich AXIAL REAL ESTATE ADVISORS LLC 9693543
2022-09-07-
9/8/2022 10620947 Theresa Mattox FORTITUDE RE 12265531
2022-06-28-
9/9/2022 10283540 Theresa Mattox SUMMIT RIDGE ENERGY 11171925
2022-09-07-
9/14/2022 10622555 Theresa Mattox Audax Management Company, LLC 4086058
2022-08-18-
9/16/2022 10529571 Eric Lich NEXPOINT ADVISORS, LP 10892099
2022-06-28-
9/16/2022 10282962 Eric Lich Verra Mobility 10184090
2022-08-18-
9/16/2022 10522667 Theresa Mattox CDK Global, LLC 8843891
2022-09-16-
9/19/2022 10662274 Eric Lich US LBM Holdings, LLC 9452997
2022-08-18-
9/19/2022 10534032 Eric Lich Rise Companies Corp. 9010128
2022-08-18-
9/21/2022 10530552 Eric Lich One Sky Flight LLC 1441456
2022-08-18-
9/21/2022 10531273 Eric Lich NOVA LEAP HEALTH CORP. 9733881
2022-06-28-
9/21/2022 10282815 Eric Lich H & M Construction Co., Inc. 1419158
2022-08-18-
9/21/2022 10531222 Eric Lich BARCA CAPITAL HOLDINGS, INC & AFFILIATES 6832398
2022-09-07-
9/22/2022 10619729 Eric Lich Platinum Equity Advisors, LLC 1448230
2022-08-18-
9/22/2022 10523618 Eric Lich Surgent 7259960
2022-08-23-
9/23/2022 10551418 Meghan O'Brien El Ad US Holding, Inc. 4433685
2022-08-18-
9/26/2022 10529639 Eric Lich Agellan Management Limited Partnership 4119494
2022-09-22-
9/26/2022 10686981 Theresa Mattox Lions Gate Entertainment Inc. 3555812
2022-08-18-
9/26/2022 10530246 Theresa Mattox Brightview Companies 3616968
2022-08-18-
9/26/2022 10534160 Theresa Mattox Kingfish Group, Inc. 6604431
2022-08-18-
9/26/2022 10523296 Eric Lich FOGO DE CHAO 5515671
2022-08-18-
9/27/2022 10522556 Eric Lich Toyota Motor Credit Corporation 3356574
2022-08-18-
9/27/2022 10524287 Eric Lich BOLDT CAPITAL, LLC 11729758
2022-08-18-
9/27/2022 10522298 Eric Lich Lindsey Management Company, Inc. 1428433
2022-08-09-
2022-06-28-
9/28/2022 10285597 Eric Lich Blackrock Registered Funds 6157320
2022-08-18-
9/29/2022 10533729 Eric Lich THAYER LODGING GROUP INC. 1456930
2022-08-18-
9/29/2022 10533916 Eric Lich WHEEL PROS, LLC 8773426
2022-08-18-
9/29/2022 10529708 Eric Lich Community Brands Holdco, LLC 6541381
2022-09-28-
9/29/2022 10707533 Eric Lich COACH USA, INC. 6250885
2022-08-18-
9/29/2022 10523433 Eric Lich ELEMENT MATERIALS TECHNOLOGY 6670287
2022-08-18-
9/30/2022 10530866 Eric Lich Pinnacle Treatment Centers, Inc. 9563569
2022-08-18-
9/30/2022 10530135 Theresa Mattox Partners Health Care System 1781154
Estimated
ECMS Task completed 1,196 9/23/2022 9/21/2022 1,196
ECMS Task In Progress 200 10/6/2022


Specialist Remarks
Alma Fontanar EMS-GID-Change Signature Blocks
Analyn Broa Adding New Entities
Alma Fontanar Tesla - hCue Updates

EMS Request: Angelo Gordon Vitals Custom Fields
Alma Fontanar updates
Analyn Broa Change of Address - All Entities
Alma Fontanar NexPoint hCue maintenance
Alma Fontanar EMS - hCue Update Project
Alma Fontanar EMS - New entities - Officers
Alma Fontanar Rise Companies Corp. - Annual touchbase updates
Alma Fontanar hCue
Alma Fontanar hCue
Alma Fontanar New Entities To Add
Alma Fontanar hCue

hCue
_Query sent to Eric Lich 9/27/2022;Query resolved
Alma Fontanar hCue
Alma Fontanar EMS Request - El Ad Updates


Lindsey Management Company, Inc. - Acct updates - Case
Alma Fontanar 10522298
Alma Fontanar GID Business Structure Type
Alma Fontanar hCue Updates Community Brands Holdco, LLC
Alma Fontanar hCue Updates - Coach - Case 10707533

hCue Updates. Entities Added, Updates To Management
Alma Fontanar Structure.
Alma Fontanar Management Structure Update

2022-08-18-
9/26/2022 10534160 Theresa Mattox Kingfish Group, Inc. 6604431
2022-06-28-
9/28/2022 10285597 Eric Lich Blackrock Registered Funds 6157320
2022-08-18-
9/29/2022 10523433 Eric Lich ELEMENT MATERIALS TECHNOLOGY 6670287
2022-08-18-
9/30/2022 10530866 Eric Lich Pinnacle Treatment Centers, Inc. 9563569
2022-08-18-
2022-08-18-
10/3/2022 10532241 Eric Lich SITNASUAK NATIVE CORPORATION 6035892
2021-07-23-
10/1/2022 8677951 Meghan O'Brien Equitable Financial Life Insurance Company 8722917
2022-03-09-
2022-08-18-
10/4/2022 10531338 Eric Lich CLUB CAR WASH OPERATING, LLC 11206239
2022-08-18-
10/5/2022 10531265 Eric Lich BRICKSAVE 9653271
2022-08-18-
10/5/2022 10522402 Eric Lich Platinum Equity Advisors, LLC 1448230
2022-06-14- GENERAL INVESTMENT & DEVELOPMENT
10/6/2022 10226450 Eric Lich CO. 1446121
2021-11-04-
10/6/2022 9172294 Meghan O'Brien TechnipFMC Plc 11533924
2022-08-18-
10/6/2022 10531003 Meghan O'Brien GFL Environmental Inc. 10993432
2022-08-30-
10/6/2022 10591277 Meghan O'Brien Marcus Partners, Inc. 5707426
2022-10-06-
10/10/2022 10752350 Eric Lich Baxter Healthcare Corporation 1411637
2022-08-09-
10/10/2022 10482184 Meghan O'Brien EVIOSYS 11952086
2022-08-18-
10/11/2022 10522549 Eric Lich The Coca-Cola Company 1411458
2022-02-25-
10/12/2022 9687924 Meghan O'Brien Textron Inc. 1412713
2021-11-09-
10/12/2022 9187889 Meghan O'Brien Teradata 5283976
2022-05-18-
10/13/2022 10102263 Mandy Hendricks Bentallgreenoak 1432649
2022-10-13-
10/13/2022 10782763 Theresa Mattox Rite Aid Corporation 1414243
2022-06-21-
2022-08-18-
10/14/2022 10533781 Eric Lich TRICON RESIDENTIAL INC. 1899797
2022-06-14- GENERAL INVESTMENT & DEVELOPMENT
10/14/2022 10226450 Eric Lich CO. 1446121
2022-08-18-
10/14/2022 10530796 Eric Lich ADVARRA 6799045
2022-09-21-
10/17/2022 10678561 Theresa Mattox Dynamic Access, LLC 7387814
2022-10-18-
10/18/2022 10800634 Eric Lich PRG Real Estate Management, Inc. 5099718
2022-10-12-
10/19/2022 10778452 Theresa Mattox Fortress Investment Group 1446675
2022-07-26-
2022-08-29-
10/19/2022 10579397 Theresa Mattox CIVC PARTNERS, LLC 1465034
2022-10-18-
10/20/2022 10803232 Eric Lich RELIANCE STEEL & ALUMINUM CO. 1422017
2022-08-18-
10/20/2022 10531261 Eric Lich Hudson Valley Property Group, LLC 8722307
2022-10-18-
10/20/2022 10797782 Theresa Mattox STONEBRIDGE ASSOCIATES INC 1426364
2022-08-18-
10/20/2022 10522846 Eric Lich Block, Inc. 6411129
2022-10-20-
10/21/2022 10809769 Theresa Mattox Reef Global Inc. 1432330
2022-10-19-
10/21/2022 10809322 Theresa Mattox VALMONT INDUSTRIES, INC. 1410878
2022-09-19-
10/21/2022 10668766 Eric Lich GLP US Management II LLC 10895475
2022-09-26-
10/21/2022 10698424 Theresa Mattox Audax Management Company, LLC 4086058
2022-10-21-
10/21/2022 10814774 Eric Lich Rpt Realty 1428819
2022-06-21-
2022-09-28- THE BANK OF NEW YORK MELLON
10/24/2022 10711102 Eric Lich CORPORATION 1415212
2022-09-02-
10/25/2022 10606134 Mandy Hendricks ACCORHOTELS 9865834
2022-09-18-
10/25/2022 10663104 Theresa Mattox AMERICAN AXLE & MANUFACTURING, INC. 1433780
2022-08-18-
10/25/2022 10523522 Theresa Mattox Nexamp, Inc. 6230854
2022-01-25-
10/25/2022 9531338 Eric Lich Pending Unknown (SF)
2022-10-25-
10/26/2022 10828481 Eric Lich Honor Health 9723538
2022-03-09-
2022-10-25-
10/27/2022 10829488 Theresa Mattox PGIM Real Estate 1443884
2022-07-26-
10/27/2022 10416662 Kevin Parrales SUMMIT RIDGE ENERGY 11171925
2022-08-18-
10/28/2022 10522110 Eric Lich Ultra Electronics, Inc. 4854814
2022-08-29-
10/28/2022 10577986 Kevin Parrales Bridge Bio Pharma 9695625
2022-10-24-
10/28/2022 10824818 Eric Lich Baker Hughes Company 1415528
2022-10-28-
10/28/2022 10845223 Theresa Mattox CHEVRON PHILLIPS CHEMICAL COMPANY LP 1487466
2022-03-09-
2022-03-09-
2022-02-02-
10/31/2022 9580393 Meghan O'Brien Newlands Management Operations LLC 11883905
2022-09-26-
10/31/2022 10695850 Eric Lich MILL CREEK RESIDENTIAL TRUST LLC 6171856
2022-08-18-
10/31/2022 10523620 Kevin Parrales Solar Mosaic LLC 7335416
Estimated

ECMS Task In Progress 3,474 11/3/2022 1,200

ECMS Task In Progress 3,000 11/4/2022

Specialist Remarks
hCue updates
Alma Fontanar Query sent to Eric - 10/5/22; Query resolved 10/6/2022
hCue Updates. Entities Added, Updates To Management
Alma Fontanar Structure.
Alma Fontanar Sitnasuak Native Corporation-Hcue Updates
Alma Fontanar EMS Request: Equitable Personnel Updates
Alma Fontanar EMS Request: AG Entity Classification Updates
Alma Fontanar Annual Check-In - hCue Updates

hCue Updates
-Query sent to Eric 10/10/2022;Query resolved
Alma Fontanar EMS-GID-Tax Groups
Alma Fontanar EMS Request - Entity Vitals Updates
Alma Fontanar hCue Address Updates
Alma Fontanar EMS - Baxter hCue
EMS Request: Address Book and Management Updates

_query sent to Meghan 10/11/2022: Query resolved
EMS Request: Document Uploads from SFTP

Download - 1,732
Mark Jason Murillo Upload - 1,732
Alma Fontanar EMS Request: Management Updates
Alma Fontanar Business Group Update

hCue Updates
-Query sent to Theresa 10/14/2022;Query resolved
Alma Fontanar General Motors- Updating GM Region Field
Alma Fontanar hCue Updates - Annual touchbase
Alma Fontanar EMS-GID Chronologies
Alma Fontanar Annual Check-In - hCue Updates

EMS hCue Updates - Business Group Needs to be
Updated to Match Property Names (Found In Related
Alma Fontanar Names)
Alma Fontanar Audit
Alma Fontanar Partners Board List Updates.
Mark Jason Murillo hCue Updates
Alma Fontanar D&O List for Reliance Steel & Aluminum CO. Updates
Mark Jason Murillo Adding and Inactivating New Entities
Mark Jason Murillo hCue Update
Alma Fontanar hCue
Alma Fontanar EMS-GLP hCue Additions
Alma Fontanar hCue Update- Billing and Business Groups in Entity Vitals
Alma Fontanar RPT Realty hCue Updates from Annual Audit
Alma Fontanar General Motors- Primary Secondary Contact Update
Alma Fontanar The Bank of New York Mellon hCue Updates
Alma Fontanar Accorhotels- Business Group Update
Jurgen Alburo hCue Updates
Jurgen Alburo hCue Updates
Alma Fontanar EMS- Add FYE for Madison Marquette Account

Jurgen Alburo hCue Updates HonorHealth Foundation for Sam Higgins
Alma Fontanar EMS Request: AG Vitals, Owners, Contacts Updates
Jurgen Lee Alburo hCue Updates
Jurgen Alburo Entity Audit Check
Alma Fontanar hCue
Alma Fontanar hCue Updates (See attached)
Alma Fontanar EMS Request: Vitals Updates
Mark Jason Murillo EMS Request: Tax Classification Updates
Mark Jason Murillo EMS Request: Document Upload project
Alma Fontanar EMS Request-Adding Entities and Addresses
Alma Fontanar Corporate Summary Report - hCue Updates

Date Received ONB Number Requestor
10/21/2022 2022-10-19-10809322 Theresa Mattox
10/25/2022 2022-09-18-10663104 Theresa Mattox
10/26/2022 2022-10-25-10828481 Eric Lich

10/27/2022 2022-10-25-10829488 Theresa Mattox
10/28/2022 2022-08-18-10522110 Eric Lich
10/28/2022 2022-08-29-10577986 Kevin Parrales
10/31/2022 2022-03-09-9752805 Meghan O'Brien
10/31/2022 2022-03-09-9752805 Meghan O'Brien
10/31/2022 2022-02-02-9580393 Meghan O'Brien

10/31/2022 2022-09-26-10695850 Eric Lich
10/31/2022 2022-08-18-10523620 Kevin Parrales
11/1/2022 2022-08-18-10530255 Lance Farris
11/2/2022 2022-11-02-10866651 Henry Kroll

11/2/2022 2022-09-19-10668766 Eric Lich
11/3/2022 2022-11-02-10870073 Leslie Storm
11/3/2022 2022-08-18-10522722 Justin Hsu
11/3/2022 2022-09-28-10715715 Nickwanda Nelson
11/3/2022 2022-08-18-10529515 Tracy Castelli
11/7/2022 2022-03-09-9752805 Meghan O'Brien

11/7/2022 2022-03-09-9752805 Meghan O'Brien
11/7/2022 2022-03-09-9752805 Meghan O'Brien
11/7/2022 2022-11-04-10880010 Justin Hsu

11/8/2022 2022-09-28-1071259 Kevin Parrales
11/8/2022 2022-08-18-10530146 Kelly Lettmann
11/8/2022 2022-11-01-10857813 Tanner Carothers

11/8/2022 2022-11-08-10889979 Henry Kroll
11/9/2022 2022-11-02-10870073 Leslie Storm
11/9/2022 2022-11-09-10896020 Henry Kroll
11/10/2022 2022-11-09-10891505 Jessica Molloy
11/10/2022 2022-09-28-10715732 Tracy Castelli
11/11/2022 2022-10-11-10765654 Melanie Robinson
11/11/2022 2022-11-11-10903676 Lena Quill

11/11/2022 2022-11-02-10867604 Bill Sansone
11/11/2022 2022-08-29-10578174 Amanda Weaver
11/11/2022 2022-09-28-10711592 Collin Menkhaus
11/14/2022 2021-11-05-9179809 Meghan O'Brien
11/14/2022 2022-11-11-10903676 Lena Quill
11/14/2022 2022-11-11-10905642 Jordyn Bader

11/15/2022 2022-03-09-9752805 Meghan O'Brien
11/15/2022 2022-03-09-9752805 Meghan O'Brien
11/15/2022 2022-09-28-10712480 Kevin Perrales
11/15/2022 2022-08-18-10522775 Collin Menkhaus
11/16/2022 2022-08-29-10576423 Jessica Molloy
11/16/2022 2022-09-28-10711265 Henry Kroll
11/16/2022 2022-10-11-10765153 Kelly Lettmann

11/17/2022 2022-11-16-10922752 Jason Proffitt
11/18/2022 2022-03-09-9752805 Meghan O'Brien
11/18/2022 2021-11-09-9187889 Meghan O'Brien
11/18/2022 2022-11-18-10930491 Lance Farris
11/18/2022 2022-08-29-10577930 Kevin Perrales
11/21/2022 2022-11-18-10931346 Theresa Mattox
11/21/2022 2022-11-02-10859890 Jordyn Bader
11/23/2022 2022-03-09-9752805 Meghan O'Brien
Account Name CST Number Process Status
VALMONT INDUSTRIES, INC. 1410878 ECMS Task Completed
AMERICAN AXLE & MANUFACTURING, INC. 1433780 ECMS Task Completed
Honor Health 9723538 ECMS Task Completed

PGIM Real Estate 1443884 ECMS Task Completed
Ultra Electronics, Inc. 4854814 ECMS Task Completed
Bridge Bio Pharma 9695625 ECMS Task Completed
Angelo, Gordon & CO. 1430852 ECMS Task Completed
Newlands Management Operations LLC 11883905 ECMS Task Completed

MILL CREEK RESIDENTIAL TRUST LLC 6171856 ECMS Task Completed
Solar Mosaic LLC 7335416 ECMS Task Completed
Pon North America, Inc. 3933712 ECMS Task Completed
TILIA INC. 9039049 ECMS Task Completed

GLP US MANAGEMENT II LLC 10895475 ECMS Task Completed
NEXPOINT ADVISORS, LP 10892099 ECMS Task Completed
Aegis Defense Services, LLC 8996951 ECMS Task Completed
CORA HEALTH SERVICES, INC. 1740929 ECMS Task Completed
EXODUSPOINT CAPITAL MANAGEMENT, LP 9948251 ECMS Task Completed

MacFarlane Partners, LLC 5731720 ECMS Task Completed

Khoros, LLC ECMS Task Completed
FIDELITY NATIONAL INFORMATION SERVICES, INC. ECMS Task Completed
TAILORED SHARED SERVICES, LLC. ECMS Task Completed

Otsuka America Pharmaceutical Inc. ECMS Task Completed
NEXPOINT ADVISORS, LP ECMS Task Completed
Amphenol Corporation ECMS Task Completed
Netflix, Inc. ECMS Task Completed
DRIVE SHACK INC. ECMS Task Completed
CLARK CONSTRUCTION GROUP, LLC ECMS Task Completed
The Carlyle Group Inc. ECMS Task Completed

NATIONAL EXPRESS LLC ECMS Task Completed
Wasa Holdings LLC ECMS Task Completed
Block, Inc. ECMS Task Completed
TELUS Communications Inc. ECMS Task Completed
The Carlyle Group Inc. ECMS Task Completed

MITSUBISHI LOGISNEXT AMERICAS (MARENGO)
INC. ECMS Task Completed
Angelo, Gordon & CO. ECMS Task Completed
SUMMIT RIDGE ENERGY ECMS Task Completed
Premium Brands Services LLC ECMS Task Completed
Netflix, Inc. ECMS Task Completed
ALAMO GROUP (USA) INC. ECMS Task Completed
THE BANK OF NEW YORK MELLON CORPORATION ECMS Task Completed

Owl Rock Capital Partners ECMS Task Completed
Teradata ECMS Task Completed
Cannon Design, Inc. ECMS Task Completed
COINBASE, INC. ECMS Task Completed
PERKINELMER, INC. - Mngt ECMS Task completed
Platinum Equity Advisors, LLC ECMS Task Completed
Estimated
Received Date Date Completed Delivered Specialist
3,474 11/3/2022 11/3/2022 3,474 Alma Fontanar
101 11/3/2022 11/1/2022 101 Jurgen Lee Alburo
132 11/4/2022 11/4/2022 132 Alma Fontanar

3,001 11/4/2022 11/4/2022 3,001 Jurgen Lee Alburo
135 11/4/2022 11/3/2022 135 Mark Jason Murillo
1,304 11/8/2022 11/8/2022 1,304 Mark Jason Murillo

141 11/7/2022 11/4/2022 141 Alma Fontanar
7 11/9/2022 11/7/2022 7 Alma Fontanar

186 11/8/2022 11/5/2022 186 Alma Fontanar
225 11/10/2022 11/5/2022 225 Alma Fontanar
10 11/9/2022 11/4/2022 10 Alma Fontanar
29 11/8/2022 11/5/2022 29 Alma Fontanar

187 11/11/2022 11/8/2022 187 Alma Fontanar
228 11/14/2022 11/8/2022 228 Alma Fontanar

17 11/182022 11/11/2022 17 Alma Fontanar
58 11/11/2022 11/8/2022 58 Alma Fontanar

161 11/15/2022 11/10/2022 161 Alma Fontanar
147 11/16/2022 11/10/2022 147 Alma Fontanar
434 11/15/2022 11/11/2022 434 Alma Fontanar
266 11/16/2022 11/11/2022 266 Alma Fontanar
120 11/16/2022 11/14/2022 120 Alma Fontanar
4,008 11/22/2022 11/22/2022 4,008 Alma Fontanar

46 11/15/2022 11/14/2022 46 Alma Fontanar
39 11/16/2022 11/14/2022 39 Alma Fontanar
151 11/16/2022 11/14/2022 151 Alma Fontanar
1,231 11/25/2022 11/25/2022 1,231 Alma Fontanar

276 11/17/2022 11/16/2022 276 Alma Fontanar
614 11/17/2022 11/15/2022 614 Alma Fontanar
25 11/22/2022 11/17/2022 25 Alma Fontanar
155 11/22/2022 11/17/2022 155 Alma Fontanar
416 11/24/2022 11/21/2022 416 Alma Fontanar
147 11/23/2022 11/22/2022 147 Alma Fontanar

216 11/25/2022 11/23/2022 216 Alma Fontanar
126 11/18/2022 11/18/2022 126 Alma Fontanar
25 11/23/2022 11/21/2022 25 Alma Fontanar
526 11/28/2022 11/27/2022 526 Alma Fontanar
446 11/30/2022 11/26/2022 446 Alma Fontanar
326 11/25/2022 11/25/2022 326 Alma Fontanar
Remarks
hCue Update
hCue Updates
hCue Updates HonorHealth Foundation for Sam Higgins

-Query sent to Eric 11/3/2022
-Followed up 11/4/2022 - No response yet
-Resolved query - 11/7/2022 with no updates needed
hCue Updates
hCue
hCue Updates (See attached)
EMS Request: Vitals Updates
EMS Request: Tax Classification Updates
EMS Request: Document Upload project

- Query sent to Meghan 11/1/2022
- Resolved 11/03/2022
Download - 652
Upload -
EMS Request-Adding Entities and Addresses
Corporate Summary Report - hCue Updates
hCue Updates
hCue Updates - Tilia Inc (Now Tilia LLC) - 10866651
-Query sent to Henry Kroll - 11/4/2022
EMS-GLP US hCue Entity Additions
NexPoint hCue updates
ARMS hCue Update
hCue
hCue Update
EMS Request: Vitals, Contacts, Owners Updates

-Sent query to Meghan 11/7/2022
-Followed up 11/8/2022
-Followed up query sent to Meghan 11/10/2022
-Query resolved 11/10/2022
EMS Request: Classification Updates
Update address for 117 entities AND add a mailing
address
Management Structure Update in hCue
ARMS hCue Updates
ARMS Hcue Updates - Tailored Brands - Case 10857813

hCue Updates - Otsuka America - 10889979
Remove events
hCue Updates - Amphenol Corporation
Netflix - Principal Address update for all entities
hCue updates Officers
address updates in hCue
hCue add billing group update

-Sent Lena requesting to move the DBD to 11/22/2022
ARMS - hCue
hCue Updates
address addition and update
EMS Request: Address Updates
hCue add billing group update 2 - Non U.S. Real Estate
Business Group
Officer/Director Update
EMS Request: Entity Contacts Updates
Adding New Entities, Removing Old Entities
hcue updates based on spreadsheet
Principal Address Correction - CST Netflix
hCue Updates - Alamo Group - 10711265
The Bank of New York Mellon- Officer/Director Updates
in hCu
Non-EMS Officer/Director Update
EMS Request: AG EHC II Vitals Updates
EMS Request: Owners Review and Updates
hCue Updates
hCue Updates
hCue updates- Mngt Structure
hCue Updates
EMS Request: Add Terrence Walter as Signer
Date Received ONB Number Requestor Account Name
12/9/2022 2022-12-08-11019381 Jordyn Bader MITSUBISHI LOGISNEXT AMERICAS (HOUSTON) INC.

12/9/2022 2022-10-11-10765078 Kelly Lettmann AT&T
12/12/2022 2022-09-21-10679082 Eric Lich Terminix
2022-11-30-10973428
12/12/2022 Patti Terbrock Meggitt-USA, Inc.
12/12/2022 2022-09-28-10713302 Kevin Parrales PEMBINA PIPELINE CORPORATION
12/13/2022 2022-11-28-10963039 Henry Kroll ALAMO GROUP (USA) INC.
12/13/2022 2022-12-13-11038831 Henry Kroll T. D. Williamson, Inc.
12/15/2022 2022-03-09-9752805 Meghan O'Brien Angelo, Gordon & CO.
Estimated
# of Units Completion
CST Number Process Status Received Date Date Completed
ECMS Task Waiting on someone else 100 12/13/2022


# of Units
Delivered Specialist Remarks
hCue
Query sent to Jordyn - 12/12/2022
Followed up - 12/13/2022
Followed up - 12/14/2022 - Responded 12/14
Alma Fontanar Query sent - 12/14/2022
Alma Fontanar AT&T 000 Project
270 Alma Fontanar Termninix-Annual Audit Comparison
Alma Fontanar Meggitt-USA Inc Update to Officers and Directors

Alma Fontanar hCue Updates - Alamo Group - 10963039
Alma Fontanar hCue updates - 11038831
Alma Fontanar EMS Request: AG Vitals Updates

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Date Received ONB Number Requestor Account Name CST Number

ECMS Task Completed 9,486 12/31/2021 1/5/2022 9,486

ECMS Task Completed 1,827 12/29/2021 1/5/2022 1,827

ECMS Task Completed 1,408 1/7/2022 1/7/2022 1,408

ECMS Task Completed 818 1/10/2022 1/5/2022 818

ECMS Task Completed 50 1/6/2022 1/4/2022 50

ECMS Task Completed 186 1/6/2022 1/5/2022 186

ECMS Task Completed 205 1/10/2022 1/6/2022 205

ECMS Task Completed 139 1/10/2022 1/6/2022 139

ECMS Task Completed 9 1/7/2022 1/6/2022 9

ECMS Task Completed 238 1/14/2022 1/11/2022 238

ECMS Task Completed 77 1/14/2022 1/13/2022 77

ECMS Task Completed 61 1/14/2022 1/12/2022 61

ECMS Task Completed 197 1/13/2022 1/12/2022 197

ECMS Task Completed 101 1/18/2022 1/13/2022 101

ECMS Task Completed 425 1/19/2022 1/13/2022 425

ECMS Task Completed 74 1/18/2022 1/14/2022 74

ECMS Task Completed 127 1/14/2022 1/14/2022 127

ECMS Task Completed 41 1/20/2022 1/18/2022 41

ECMS Task Completed 43 1/18/2022 1/19/2022 43

ECMS Task Completed 898 1/19/2022 1/14/2022 898

ECMS Task Completed 38 1/17/2022 1/17/2022 38

ECMS Task Completed 272 1/20/2022 1/17/2022 272

ECMS Task Completed 72 1/14/2022 1/14/2022 72

ECMS Task Completed 291 1/20/2022 1/19/2022 291

ECMS Task Completed 38 1/25/2022 1/19/2022 38

ECMS Task Completed 431 1/21/2022 1/20/2022 431

ECMS Task Completed 540 1/24/2022 1/19/2022 540

ECMS Task Completed 110 1/26/2022 1/26/2022 110

ECMS Task Completed 374 1/20/2022 1/20/2022 374

ECMS Task Completed 724 1/25/2022 1/25/2022 724

ECMS Task Completed 162 1/26/2022 1/27/2022 162

ECMS Task Completed 92 1/26/2022 1/26/2022 92

ECMS Task Completed 94 1/26/2022 1/26/2022 94

ECMS Task Completed 212 2/3/2022 1/27/2022 212

ECMS Task Completed 90 1/31/2022 1/27/2022 90

ECMS Task Completed 339 2/1/2022 1/27/2022 339

ECMS Task Completed 243 2/1/2022 1/28/2022 243

ECMS Task Completed 347 2/3/2022 1/28/2022 347

ECMS Task Not Started 200 2/2/2022

ECMS Task Not Started 200 2/3/2022

ECMS Task Not Started 200 2/3/2022

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Alma Fontanar Westbrook Partners - Change "manager" to "member"

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