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750 1313 76% KM Report (Client-Leve) - 1.CRM: Stewart Oldfield May 2019 MIN 2019 May 201$ TUSD To,
2 669 343 51% 614,796 175,003 176.221 439,793 251% 438,575 249% 101,152 438,575 175.003 263.572 151% HOLDINGS 1,15183900100000474 263 BOIES FAMILY 1 4 4 (1) (18%) 4,986 4,841 4,710 145 3% 276 6% (2) (16) 390 (406) (104%) 0% U5183900100000535503 DEERING! 0 0 12 (12) (100%)
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t USO New 2.CRM 3.CRM Mandate Type MTD NNA Stewart Oldfield Rela Prod Reve LINDEMANN JR GEORGE
935261761E11 0 Paul Morris Paul Morris ELLIN HOWARD HOWARD ELLIN 1.839451305E9 0 12/24/2013 0:00 4728653 USO New USO New York Paul Morris BOIES FAMILY DPWGP 1.839451287E9 0 USO New York Paul Morris Paul Morris ELLIN HOWARD HOWARD ELLIN 0 1/31/2014 0:00 151973. Ivtmt ‘. . x 00 1420972.0
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Y ST THOMAS CHURCH STAR AMERICA INFRASTRUCTURE STEWART BAINUM Grand Total Top 10 Relationships Top 10
Product GIS-Advisory Global Custody Global Lending Investment Advisory Grand Total Pipeline by Relationship Relationship BLUE MOON FUND INC. BOIES FAMILY DANINO DORRANCE FAMILY ELLIN, HOWARD FEINBERG, STEVEN HISTORIC HUDSON VALLEY SCRIPPS FAMILY ST THOMAS CHURCH STAR AMERICA INFRASTRUCTURE STEWA
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Mutual Connections (12)
Entities connected to both Martha Stewart and BOIES FAMILY
Stewart Oldfield
PERSON5,648 w/ Martha·2 w/ BOIES
Jeffrey Epstein
PERSON3,074 w/ Martha·10 w/ BOIES
Marc Rich
PERSON1,240 w/ Martha·10 w/ BOIES
Paul Morris
PERSON895 w/ Martha·8 w/ BOIES
DI
Darren Indyke
PERSON888 w/ Martha·11 w/ BOIES
Prince Andrew
PERSON719 w/ Martha·4 w/ BOIES
LB
Leon Black
PERSON322 w/ Martha·10 w/ BOIES
David Boies
PERSON68 w/ Martha·13 w/ BOIES
J. Epstein Virgin Islands Foundation
ORGANIZATION33 w/ Martha·7 w/ BOIES
THIRD LAKE
ORGANIZATION19 w/ Martha·2 w/ BOIES
ELLIN
ORGANIZATION4 w/ Martha·2 w/ BOIES
ORGANI
ORGANIZATION3 w/ Martha·2 w/ BOIES