Mid Cap Value Fund PORTFOLIO HOLDINGS As of 06/30/2021
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2 0 2 0 a N N U a L R E P O
QUALITY INNOVATION INTEGRITY COMMUNITY 2020 ANNUAL R EPO R T From top to bottom: penthouse at 1676 International, McLean, VA; rendering of Block A at Broadmoor, Austin, TX; façade 4040 Wilson, Metro D.C.; Team members connecting on Cira Green at Cira Centre South, Philadelphia, PA; the Schuylkill Yards sign atop the Bulletin Building, Philadelphia, PA; construction crew and Brandywine worker on site at Drexel Square, Philadelphia, PA; rendering of promenade at Broadmoor, Austin, TX QUALITY INNOVATION INTEGRITY COMMUNITY n most crises, there is both danger and opportunity. I From a global pandemic, to an economic shutdown and reopening, and a social reckoning with race and justice, 2020 challenged the foundational elements of many organizations. At Brandywine, we leaned into our bedrock—the core values we’ve lived out for over 25 years by prioritizing people, relationships and communities. Our teams rose to the occasion, taking swift action to cover the danger side, and then shifting focus forward to the opportunities. Early on, as the pandemic unfolded, we quickly implemented business-continuity plans and activated a crisis response team to protect the health and safety of our employees, tenants, and stakeholders. Our operational model allowed us to keep 100% of our buildings open while we made further investments in on-site health and safety measures. We maintained strong levels of rent collection while working collaboratively with our tenants on rent relief solutions where necessary. We made great efforts to be true workplace partners, providing our tenants with custom Return to the Workplace plans and a comprehensive Tenant Resource Toolkit. We remained committed to our brand promise and leveraged this period of uncertainty to deepen our relationships. -
1St Quarter Report
Quarterly Holdings Report for Fidelity® Variable Insurance Products: Mid Cap Portfolio March 31, 2021 VIPMID-QTLY-0521 1.799869.117 Schedule of Investments March 31, 2021 (Unaudited) Showing Percentage of Net Assets Common Stocks – 99.3% Shares Value Shares Value COMMUNICATION SERVICES – 3.5% Tapestry, Inc. 673,600 $ 27,759,056 Entertainment – 2.3% thredUP, Inc. (b) 26,600 620,578 Activision Blizzard, Inc. 1,187,600 $ 110,446,800 236,705,162 Cinemark Holdings, Inc. (a) 612,400 12,499,084 TOTAL CONSUMER DISCRETIONARY 1,215,512,530 Electronic Arts, Inc. 287,790 38,958,132 Live Nation Entertainment, Inc. (b) 245,500 20,781,575 182,685,591 CONSUMER STAPLES – 5.3% Interactive Media & Services – 0.5% Beverages – 0.6% Bumble, Inc. 39,400 2,457,772 C&C Group PLC (United Kingdom) (b) 7,982,445 30,922,922 IAC (b) 179,700 38,870,907 Monster Beverage Corp. (b) 183,000 16,669,470 41,328,679 47,592,392 Media – 0.7% Food & Staples Retailing – 2.6% Interpublic Group of Companies, Inc. 1,986,185 57,996,602 BJ’s Wholesale Club Holdings, Inc. (b) 1,891,100 84,834,746 Performance Food Group Co. (b) 1,118,796 64,453,838 TOTAL COMMUNICATION SERVICES 282,010,872 U.S. Foods Holding Corp. (b) 1,638,300 62,451,996 211,740,580 CONSUMER DISCRETIONARY – 15.0% Food Products – 1.1% Automobiles – 0.2% Nomad Foods Ltd. (b) 3,382,400 92,880,704 Harley‑Davidson, Inc. 474,400 19,023,440 Household Products – 1.0% Diversified Consumer Services – 0.6% Spectrum Brands Holdings, Inc. -
March 31, 2021
Units Cost Market Value US Equity Index Fund US Equities 95.82% Domestic Common Stocks 10X GENOMICS INC 126 10,868 24,673 1LIFE HEALTHCARE INC 145 6,151 4,794 2U INC 101 5,298 4,209 3D SYSTEMS CORP 230 5,461 9,193 3M CO 1,076 182,991 213,726 8X8 INC 156 2,204 4,331 A O SMITH CORP 401 17,703 28,896 A10 NETWORKS INC 58 350 653 AAON INC 82 3,107 5,132 AARON'S CO INC/THE 43 636 1,376 ABBOTT LABORATORIES 3,285 156,764 380,830 ABBVIE INC 3,463 250,453 390,072 ABERCROMBIE & FITCH CO 88 2,520 4,086 ABIOMED INC 81 6,829 25,281 ABM INDUSTRIES INC 90 2,579 3,992 ACACIA RESEARCH CORP 105 1,779 710 ACADIA HEALTHCARE CO INC 158 8,583 9,915 ACADIA PHARMACEUTICALS INC 194 6,132 4,732 ACADIA REALTY TRUST 47 1,418 1,032 ACCELERATE DIAGNOSTICS INC 80 1,788 645 ACCELERON PHARMA INC 70 2,571 8,784 ACCO BRANDS CORP 187 1,685 1,614 ACCURAY INC 64 483 289 ACI WORLDWIDE INC 166 3,338 6,165 ACTIVISION BLIZZARD INC 1,394 52,457 133,043 ACUITY BRANDS INC 77 13,124 14,401 ACUSHNET HOLDINGS CORP 130 2,487 6,422 ADAPTHEALTH CORP 394 14,628 10,800 ADAPTIVE BIOTECHNOLOGIES CORP 245 11,342 10,011 ADOBE INC 891 82,407 521,805 ADT INC 117 716 1,262 ADTALEM GLOBAL EDUCATION INC 99 4,475 3,528 ADTRAN INC 102 2,202 2,106 ADVANCE AUTO PARTS INC 36 6,442 7,385 ADVANCED DRAINAGE SYSTEMS INC 116 3,153 13,522 ADVANCED ENERGY INDUSTRIES INC 64 1,704 7,213 ADVANCED MICRO DEVICES INC 2,228 43,435 209,276 ADVERUM BIOTECHNOLOGIES INC 439 8,321 1,537 AECOM 283 12,113 17,920 AERIE PHARMACEUTICALS INC 78 2,709 1,249 AERSALE CORP 2,551 30,599 31,785 AES CORP/THE 1,294 17,534 33,735 AFFILIATED -
Drinking Water Compliance Plan
DRINKING WATER COMPLIANCE PLAN CHEMOURS FAYETTEVILLE WORKS RCRA PERMIT NO. NCD047368642-R2-M3 Prepared for: The Chemours Company FC, LLC Corporate Remediation Group 22828 NC Highway 87 W Fayetteville, NC 28306-7332 Prepared by: PARSONS 4701 Hedgemore Drive Charlotte, NC 28209 April 2019 Chemours PN 504552 Parsons PN 449338 DRINKING WATER COMPLIANCE PLAN TABLE OF CONTENTS TABLE OF CONTENTS 1.0 INTRODUCTION ................................................................................................... 1 1.1 Consent Order ................................................................................................... 1 1.2 Call Line ............................................................................................................. 1 2.0 PRIVATE WELL TESTING ................................................................................... 3 2.1 Additional Drinking Water Well Testing .......................................................... 3 2.2 Re-Analysis of Previously-Collected Groundwater Samples ......................... 4 2.3 Annual Re-Testing ............................................................................................ 5 2.4 Provision of Sampling Results ........................................................................ 5 2.5 Verification of Vacant Properties ..................................................................... 5 3.0 INTERIM REPLACEMENT OF PRIVATE DRINKING WATER SUPPLIES .......... 6 3.1 Replacement Drinking Water Supplies ........................................................... -
Notice of 2013 Annual Meeting of Shareholders and Proxy Statement
Notice of 2013 Annual Meeting of Shareholders and Proxy Statement THE TIMKEN COMPANY Canton, Ohio U.S.A. 1300100_1_64sc.pdf 2 3/14/13 5:01 PM TABLE OF CONTENTS PAGE Chairman’s Letter ……………………………………………………………………………….… 2 Notice of Annual Meeting ………………………………………………………………………... 3 Proxy Statement ………………………………………………………………………………….. 5 Election of Directors ………………………………………………………………………… 5 Election of Directors (Item No. 1) ………………………………………..……………. 5 Nominees ………………………………………………………………………………… 6 Director Compensation ………………………………….………………………………….. 11 2012 Director Compensation Table………………………………………………………… 12 Board Leadership Structure ………………………………………………………………... 13 Risk Oversight ……………………………………………………………………………….. 13 Audit Committee ……………………………………………………………………………... 14 Audit Committee Report ………………………………………………………………..…… 14 Compensation Committee ………………………………………………………………….. 14 Compensation Committee Report ……………………………………………………….… 15 Nominating and Corporate Governance Committee ………………………………….…. 16 Beneficial Ownership of Common Stock ………………………………………………….. 17 Compensation Discussion and Analysis ……………………………………….……….… 20 Executive Compensation …………………………………………………………….…..…. 32 Ratification of Appointment of Independent Auditors (Item No. 2) ……………………... 44 Auditors ……………………………………………………………………………………….. 45 Shareholder Advisory Vote on Named Executive Officer Compensation (Item No. 3).. 45 Amendments to the Company’s Amended Articles of Incorporation to Reduce Certain Shareholder Voting Requirements (Item No. 4)……………………………….… 46 Amendments to the Company’s Amended -
Economy League of Greater Philadelphia Builds Leadership Team with Addition of Four New Staff Members
FOR IMMEDIATE RELEASE CONTACT: Amanda Piccirilli-Hall 6484-680-1988 [email protected] Economy League of Greater Philadelphia Builds Leadership Team With Addition of Four New Staff Members New staff deepens Economy League’s commitment to social and community challenges, innovative programming and insightful resources to address social and community challenges PHILADELPHIA (Feb. 13, 2020) – The Economy League of Greater Philadelphia, the region’s think-and-do tank that addresses critical issues facing the Greater Philadelphia area, has brought on four new staff members to help the organization continue to provide impactful research, connect diverse leaders, and advance shared solutions. Economy League Executive Director Jeff Hornstein is augmenting the organization’s capacity with two new directors, a program manager and a new office manager. These additions will allow the Economy League to deepen existing initiatives such as the Greater Philadelphia Leadership Exchange and Philadelphia Anchors for Growth & Equity, but also to launch its new Civic Impact Labs program. “I was thrilled by the response to our job descriptions – we had incredibly talented people apply for these positions, and we were fortunate to have our offers accepted by each of our first-choice candidates,” said Hornstein. “With an expanded and energized staff and the launch of our Civic Impact Lab, 2020 is shaping up to be a great year for the Economy League!” Philadelphia Anchors for Growth and Equity (PAGE) Director J’nelle E. Lawrence, MBA will lead the PAGE initiative, a collaborative of Philadelphia’s largest eds-and-meds anchor institutions that leverages their $5.3 billion in annual spend to create job and business growth in disinvested neighborhoods. -
Schedule of Investments: 1.31.21 Holdings
Schedule of Investments January 31, 2021 (Unaudited) Schedule of Investments LSV Small Cap Value Fund LSV Small Cap Value Fund Shares Value (000) Shares Value (000) Automotive (2.5%) Common Stock (99.1%) American Axle & Aerospace & Defense (1.4%) Manufacturing Holdings* 146,500 $ 1,291 1,213 Curtiss-Wright 12,100 $ 1,256 Cooper Tire & Rubber 33,000 2,958 Moog, Cl A 32,500 2,401 Dana 152,800 1,277 Vectrus* 18,000 925 Modine Manufacturing* 101,800 4,582 Winnebago Industries 19,200 1,326 8,065 Agricultural Products (0.9%) Automotive Retail (1.9%) Ingredion 36,900 2,785 Camping World Holdings, Cl A 33,700 1,151 Air Freight & Logistics (0.9%) 2,518 Atlas Air Worldwide Group 1 Automotive 18,300 1,101 Holdings* 43,500 2,254 Penske Automotive Group 18,400 1,298 Park-Ohio Holdings 16,500 465 Sonic Automotive, Cl A 31,700 2,719 6,068 Aircraft (1.2%) Banks (16.2%) 3,102 Hawaiian Holdings 47,000 920 Associated Banc-Corp 172,900 1,271 Bank of NT Butterfield & JetBlue Airways* 88,600 1,384 1,489 Son 45,500 SkyWest 38,200 2,346 3,680 BankUnited 67,700 Berkshire Hills Bancorp 49,800 826 1,243 Apparel Retail (1.7%) Camden National 33,100 1,491 1,608 Cathay General Bancorp 44,100 Foot Locker 36,700 Dime Community 1,739 Genesco* 44,800 Bancshares 45,300 720 Guess? 13,900 323 Federal Agricultural Shoe Carnival 37,700 1,771 Mortgage, Cl C 18,700 1,421 5,441 Financial Institutions 43,990 1,007 First Busey 28,400 587 Apparel, Accessories & Luxury Goods (0.5%) First Commonwealth G-III Apparel Group* 60,400 1,633 Financial 148,900 1,747 First Horizon National -
Certain Bearings from China, 731-Ta-344, 391A, 392A
CERTAIN BEARINGS FROM CHINA, 731-TA-344, 391A, 392A (SECOND REVIEW) FRANCE, GERMANY, ITALY, JAPAN, 731-TA-392C, 393A, 394A (SECOND REVIEW) SINGAPORE, AND THE UNITED KINGDOM 731-TA-396 and 399A (SECOND REVIEW) AMENDED PUBLIC SERVICE LIST I, Marilyn R. Abbott, hereby certify that the parties listed have entered an appearance in the above captioned investigation, and a copy of the PUBLIC CERTIFICATE OF SERVICE was served upon the following parties via first class mail and air mail where necessary. ONLY PUBLIC INFORMATION IS TO BE SERVED ON THE PARTIES LISTED BELOW. Served April 20, 2006. *NOTE: Changes to personnel. /s/ ___________________________ Marilyn R. Abbott, Secretary U.S. International Trade Commission 500 E Street, SW Suite 112A Washington, DC 20436 Behalf of NSK, Ltd.; NSK Europe Ltd; NSK Corporation and Japan Bearing Behalf of New Hampshire Ball Bearings; Industrial Association: NMB Singapore, Ltd.; Pelmec Industries (Pte), Ltd. and NMB Technologies Corp.: Matthew P. Jaffe, Esq. CROWELL MORING Christopher F. Corr, Esq. 1001 Pennsylvania Avenue, NW WHITE AND CASE Washington, DC 20004-2595 701 Thirteenth Street, N.W. Washington, D.C. 20005 Behalf of Pacamor Kubar Bearings, RBC Bearings and The Timken Company: Behalf of SKF, USA, Inc.; SKF GmbH, SKF France, S.A.; Sarma; SKF Industrie, Erick P. Salonen, Esq. S.p.A.; and SKF Aeroengine Bearings STEWART AND STEWART UK: 2100 M Street, NW Washington, DC 20037 Herbert C. Shelley, Esq. STEPTOE AND JOHNSON Behalf of NTN Corporation; NTN Bearing 1330 Connecticut Avenue, NW Corporation of America; American NTN Washington, DC 20036-1795 Bearing Manufacturing Corporation; NTN-BCA Corporation and NTN Behalf of Peer Bearing Company: Driveshaft, Inc.: John M. -
Givingleaders in LEVELS of GIVING Bronze
LEADERS IN Giving2017 United Way of Greater Stark County 1 “Greater Stark County is fortunate to have leaders like you! You are our community’s most exciting and influential force, giving local kids, families and individuals hope for a better tomorrow.” GivingLEADERS IN LEVELS OF GIVING Bronze............................$1,000 - $1,499 Pewter............................$1,500 - $2,499 Silver...............................$2,500 - $4,999 Gold................................$5,000 - $7,499 Platinum.........................$7,500 - $9,999 Alexis de Tocqueville.............$10,000+ Maria Heege President & CEO United Way of Greater Stark County CONTENTS Officers & Board of Directors .. ..............................4 Leaders in Giving, Pewter ............................20 - 21 New Branding .. .....................................................5 Leaders in Giving, Bronze ........................... 22 - 25 Work in the Community ...................................6 - 7 Corporate & Foundation Gifts..............................26 Alexis de Tocqueville Society........................8 - 15 Corporate & Foundation Gifts by Firm..........27 - 28 Alexis de Tocqueville Society Mentors...............16 Women United Members..............................29 - 30 New Alexis de Tocqueville Society Members......16 Campaign Message............................................31 Leaders in Giving Platinum.................................17 Campaign Awards...............................................32 Leaders in Giving, Gold.......................................17 -
Only Class 3110 Aerospace Roller Bearings Granted a Waiver from The
LIST CURRENT AS OF 17 SEPTEMBER 2013 List of Class 3110, Aerospace Roller Bearings that have been granted a Waiver from the Non-Manufacturing Rule (NMR) Legend: All of the below bearing Federal Stock Numbers begin with a class-designation of 3110 and are then followed by 9 digits (ex. 000045095), which identifies the specific bearing Below each bold Federal Stock Number are the CAGE codes and names of approved manufacturers of that bearing o The CAGE code is listed first and the name of the manufacturer is below each CAGE code (ex. NTN BEARING CORPORATION OF AMERICA with their CAGE code [0LTL1] listed above ) 000045095 0LTL1 NTN BEARING CORPORATION OF AMERICA 60038 THE TIMKEN CORPORATION Z0992 AUSTRALIAN TIMKEN PTY LTD 000389332 52676 SKF USA INC. 77107 PARAGON POWER INC SUB OF GREAT LAKES 000519119 13499 1 | P a g e LIST CURRENT AS OF 17 SEPTEMBER 2013 ROCKWELL COLLINS INC. DIV GOVERNMENT 40920 MPB CORPORATION DBA TIMKEN SUPER PRE 50294 NEW HAMPSHIRE BALL BEARINGS, INC. DB 000616154 40920 MPB CORPORATION DBA TIMKEN SUPER PRE 83086 NEW HAMPSHIRE BALL BEARINGS INC. DIV 000866964 0LTL1 NTN BEARING CORPORATION OF AMERICA 52676 SKF USA INC. 001000268 0LTL1 NTN BEARING CORPORATION OF AMERICA 3D6E9 AXLETECH INTERNATIONAL LLC 60038 THE TIMKEN CORPORATION 78500 MERITOR HEAVY VEHICLE SYSTEMS LLC DI F0272 2 | P a g e LIST CURRENT AS OF 17 SEPTEMBER 2013 SKF FRANCE F0704 THE TIMKEN COMPANY H2229 RDM TECHNOLOGY B.V. 001000271 06085 BAE SYSTEMS LAND & ARMAMENTS L.P. BA 0LTL1 NTN BEARING CORPORATION OF AMERICA 45152 OSHKOSH CORPORATION 60038 THE TIMKEN CORPORATION 001000282 04627 NACCO MATERIALS HANDLING GROUP INC 0LTL1 NTN BEARING CORPORATION OF AMERICA 60038 THE TIMKEN CORPORATION F0272 SKF FRANCE F0704 THE TIMKEN COMPANY 3 | P a g e LIST CURRENT AS OF 17 SEPTEMBER 2013 001000285 0LTL1 NTN BEARING CORPORATION OF AMERICA 11083 CATERPILLAR INC. -
Trian Partners Nominates Four Highly Qualified Candidates for Election to Dupont Board
TRIAN PARTNERS NOMINATES FOUR HIGHLY QUALIFIED CANDIDATES FOR ELECTION TO DUPONT BOARD Referendum On Performance DuPont Board Has Not Held Management Accountable For Repeatedly Missing Promised Revenue And Earnings Targets Newly Revealed Poor Corporate Governance At Chemours Shows Board Disconnect From DuPont Stockholders NEW YORK, January 8, 2015 – Trian Fund Management, L.P. (“Trian”), one of the largest stockholders of E. I. du Pont de Nemours and Company (NYSE: DD) (“DuPont”), announced today that it has nominated four highly qualified candidates for election to the DuPont Board of Directors at the 2015 Annual Meeting of Stockholders. Investment funds managed by Trian currently beneficially own an aggregate of approximately 24.4 million DuPont shares valued at approximately $1.8 billion. Trian believes long-term success requires each of DuPont’s business segments to achieve best-in- class operating metrics. Despite management’s rhetoric about the value of “integrated science,” the reality is that DuPont is struggling operationally: 1) earnings per share are down since 2011; 2) organic revenue growth and margins have underperformed peers in five of the Company’s seven segments; and 3) management has lowered and/or missed its own guidance to Wall Street for the third year in a row while consistently failing to achieve the revenue and margin targets presented at DuPont’s 2011 Investor Day. Trian believes the DuPont Board has not held management accountable for continuing underperformance and repeated failures to deliver publicly stated -
Final STATEMENT of BRIAN J. RUEL VICE PRESIDENT, THE
Final CERTAIN TAPERED ROLLER BEARINGS FROM THE REPUBLIC OF KOREA INV. No. 731-TA-1380 (FINAL) HEARING BEFORE THE UNITED STATES INTERNATIONAL TRADE COMMISSION JUNE 5, 2018 STATEMENT OF BRIAN J. RUEL VICE PRESIDENT, THE AMERICAS THE TIMKEN COMPANY Good morning, Chairman Schmidtlein, Commissioners and Commission staff My name is Brian Ruel. I am the Vice President for the Americas at The Timken Company. In my current role, I oversee all aspects of customer contacts in the Americas such as sales, application engineering and service engineering. I have responsibility for sales to both OEM customers and our distributors regardless of particular market such as automotive, heavy truck, various industrial, rail and so on. This is my 34th year in the bearing industry, and with Timken. I have been in my current role since the beginning of 2016. As Chris Coughlin just testified, tapered roller bearings come in a wide range of sizes, but in the market there are meaningful distinctions between small diameter TRBs (those that are 8" or smaller) and large diameter TRBs (those larger than 8"). The tapered roller bearing was invented to address a problem that vehicles were having handling cornering loads. Not surprisingly, the largest use of TRBs in the market continues to be automotive and heavy truck customers. Nearly 100% of these customers need and use 0-8" TRBs. There is a distinct automotive aftermarket which consists of distributors and dealers/service operations catering to automobiles and trucks. Replacement parts, like those used by OEM customers, are nearly all 0- 1 Final 8" in OD.