Jon Holtaway
Vermogen: 1 M $ op 31-07-2026
Vermogen: 1 M $ op 31-07-2026
Mr. Jonathan D.
Holtaway is an Independent Director at Hawthorn Bancshares, Inc., a President at Ategra Capital Management LLC, a Co-Owner at Ategra GP LLC and a Managing Member at Ategra Financial Institution Fund LP.
He is on the Board of Directors at Hawthorn Bancshares, Inc. and Hawthorn Bank (Missouri).
He co-founded the firm in May 2005.
Mr. Holtaway was previously employed as a Managing Director & Partner by Danielson Associates, Inc.
He received his B.S in Economics and a B.A. in History from the University of Pennsylvania’s Wharton School of Business.
| Onderneming | Datum | Aantal aandelen | Totale waarde | Waarderingsdatum |
|---|---|---|---|---|
| 02-06-2026 | 28.500 ( 0,41% ) | 1 M $ | 31-07-2026 |
| Bedrijven | Functie | Begin |
|---|---|---|
| HAWTHORN BANCSHARES, INC. | Directeur/Bestuurslid | 13-03-2019 |
Ategra Capital Management LLC
Ategra Capital Management LLC Investment ManagersFinance Ategra Capital invests principally in undervalued US large-cap stocks. The firm utilizes long-short equity strategies pursuant to which it sells securities short and seeks to improve the risk and reward relationship of a long-only large-cap index. The combination of investments is designed to make the market return in a tax efficient manner on the diversified large-cap investments and additional return on the Investment Manager’s individually selected long and short portfolios, while reducing portfolio volatility. | Oprichter | 01-05-2005 |
Hawthorn Bank (Missouri)
Hawthorn Bank (Missouri) Regional BanksFinance Operates as a state chartered commercial bank | Directeur/Bestuurslid | 01-03-2019 |
Ategra GP LLC
Ategra GP LLC Financial ConglomeratesFinance Provides investment services | Corporate Officer/Principal | - |
Ategra Financial Institution Fund LP | Corporate Officer/Principal | - |
| Bedrijven | Functie | Einde |
|---|---|---|
Danielson Associates, Inc.
Danielson Associates, Inc. Investment ManagersFinance Provides advisory services | Corporate Officer/Principal | 01-09-2001 |
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| Bedrijven in privébezit | 7 |
|---|---|
Hawthorn Bancshares, Inc.
Hawthorn Bancshares, Inc. Regional BanksFinance Operates as a bank holding company whose subsidiaries provides banking services | Finance |
University of Pennsylvania
University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Danielson Associates, Inc.
Danielson Associates, Inc. Investment ManagersFinance Provides advisory services | Finance |
Hawthorn Bank (Missouri)
Hawthorn Bank (Missouri) Regional BanksFinance Operates as a state chartered commercial bank | Finance |
Ategra Capital Management LLC
Ategra Capital Management LLC Investment ManagersFinance Ategra Capital invests principally in undervalued US large-cap stocks. The firm utilizes long-short equity strategies pursuant to which it sells securities short and seeks to improve the risk and reward relationship of a long-only large-cap index. The combination of investments is designed to make the market return in a tax efficient manner on the diversified large-cap investments and additional return on the Investment Manager’s individually selected long and short portfolios, while reducing portfolio volatility. | Finance |
Ategra GP LLC
Ategra GP LLC Financial ConglomeratesFinance Provides investment services | Finance |
Ategra Financial Institution Fund LP |
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