EFTA Document EFTA01478890

CBVs Product Top 50 WM Banker April YTD 2014 GMIS Relationship Id* US183900100000406960 99135.291320004 0S183900100000408878 2 19089.158140001 0S183900100000409565 3 8 749862.2838699999 0S183900100000413014 4 20865.7088900004 0S183900100000173755 5 27 0S183900100000408989 6 23765.10488 0S183900100000438704 7 2999999 0S183900100000156765 8 22 0S183900100000410560 9 31800005 0S183900100000410364 10 8 3254561.67709 0S183900100000252615 11 48999999 0S183900100000181265 12 16000005 0S183900100000420636 13 64280.876390001 0S183900100000449445 14 00.00157 0S183900100000218955 15 57000002 0S183900100000419927 16 00136.46775 0S183900100000248549 17 44000003 0S183900100000169408 18 54999993 0S183900100000489225 19 6199.39713 0S183900100000454153 20 0S183900100000435881 21 39 0S183900100000220986 22 5506.7413000001 0S183900100000409138 23 2392.0629599998 0S183900100000412405 24 0985.8381 0S183900100000412678 25 29900001 0S183900100000156606 26 35000004 0S183900100000483290 27 3325.0796300001 0S183900100000436594 28 58490.08362 0S183900100000156502 29 0383.65864000004 0S183900100000489440 30 9 0S183900100000475760 31 90699997 0S183900100000471031 32 1987.6052599997 0S183900100000462822 33 1643.819020000003 0S183900100000156799 34 51999995 0S183900100000175755 35 1278.37320999996 0S183900100000408984 36 563.821879999996 0S183900100000410461 37 7187.55877 Relationships by CBVs CBV Rank Relationship Banker CBVs 1 KROENKE GROUP Rosemary Vrablic Apr YTD Revs 2.937851056076081E9 69 ICAHN d FAMILY Rosemary Vrablic 1.2754988552532701E9 75 RELATED COMPANIES 6.411032856644797E PERELMAN RONALD Rosemary Vrablic 5.4583959241589E8 38 TOW LEONARD Malcolm Kimble 5.134020503063899E8 317484.735 SILLERMAN ROBERT FX Terri Sohrab 4.7625946611214006E8 13 GLICK SIMON Joanne Jensen 4.7497729361850995E8 36912.9244 CULLMAN HUGH S Convey 4.015587799033701E8 131659.183 WASSERMAN ALAN Joanne Jensen 3.819994814740301E8 1787607.05 ARCLIGHT ENERGY PIN 3.724871033764099E STERN ED Maryann Coleman 3.570773189663199E8 124375.129 MCGRAW D&A Michael Mullin 3.5323093919176E8 213022.098 HARBOURVEST PARTNER Joanne Jensen 3.3085758522109E8 44 ASHKENAZY ACQUISITI Malcolm Kimble 3.252432914451E8 50 ELLISON J Russell Daulton 3.2217458585371E8 -49804.817 LONE STAR FUNDS Rosemary Vrablic 3.164293107972E8 20 MERCER ROBERT Maryann Coleman 3.1491292626899E8 248463.954 MARRIOTT JOHN W Convey 2.9961867584554994E9 329608.229 GNLC HOLDINGS INC Malcolm Kimble 2.7846825945918E8 42 WOLFSON Joanne Jensen 2.7211009796365005E8 1843629.5981899993 SCHOTT STEPHEN C Ed Lok 2.6497719764538002E8 288858.397 HUBBARD BROADCASTIN PRINCIPLES OF AQUIL VALIOTIS EFSTATHIOS BURKLE RONALD Susan JAGLOM Mark Westhoff Joanne Jensen 2.462708999917501E8 27 2.4402816926698986E8 43 Malcolm Kimble 2.4321610581260002E8 25 Burnett 2.4264389407850996E8 Terrence Tangney SOUTHERN FINANCIAL 1150933.70 2.4251510995477003E8 294835.055 Paul Morris 2.4012154461347997E8 26 SIMON HERBERT CROSSETT EDWARD C Terri Sohrab 2.2712596972414E8 2.2003696460184E8 10 30 ELLISON DAVID Russell Daulton 2.1105304077629998E8 20543.9517 PIMCO 2.0902155852934003E8 1794885.01 TRUMP DONALD J Rosemary Vrablic 2.0750666309351E8 82 JOHNSON IV ROBERT W Joanne Jensen 2.046057704283E8 -1 ARKELL/STOCKMAN Elizabeth Payne 2.0361229119531998E8 474447.510 DEMOULAS ARTHUR C. L. Loudenslager FEINBERG HERBERT Terri Sohrab CHARTOUNI FOUAD Rosemary Vrablic 2.0250082344313002E8 26 2.023175536433E8 22 1.9921577541109002E8 32 PROT0 US183900100000410285 38 FIRST RESERVE 1.9330327526848E8 21 27936.0459600003 US183900100000464737 39 GS CAPITAL PARTNERS 1.9036962178032E8 1393151.79736 US183900100000156779 40 MONELL/VETLESEN Terrence Tangney 1.8926090395042E8 23 6002.29468999995 US183900100000466060 41 SHEA SUSAN Terri Sohrab 1.8921678230802E8 40683.6407 6999999 US183900100000175329 42 HIRTLE CALLAGHAN & 1.8624096026737002 E8 2330636.933040002 US183900100000221685 43 KELLEY BRAD Michael Jacoby 1.8249653799533987E8 79320.4251 3 US183900100000424046 44 SINCOCK CRAIG Michael Jacoby 1.7226060122136003E8 162253.179 85 US183900100000164045 45 CHANG LU PI-YU Convey 1.716151017026E8 116567.453 00000001 US183900100000156720 46 VETLESEN G UNGER 1.7035652318081003 E8 80613.56762 US183900100000156618 47 DANA ARTHUR D Elizabeth Payne 1.6605352898716003E8 187452.487 26999998 US183900100000409152 48 HALL GEORGE 1.6126725043850002E8 26 7552.34511999995 US183900100000424687 49 BOLLAG MICHAEL Rosemary Vrablic 1.5768885783067E8 81 418.56976 US183900100000156808 50 WEILER/ARNOW 1.5407464887061E8 12 1000.53365999999 Top 50 Relationships Total: 1.7286073881224533E10 5.079740397008001E7 PROT1 Revs Product Top 50 WM Banker Relationships by Revenue Type April YTD 2014 GMIS Relationship Id* Rev. Rank 0S183900100000408878 1 ICAHN & 2754988552532701E9 0S183900100000406960 2 937851056076081E9 0S183900100000420636 3 3085758522109E8 US183900100000413014 4 458395924158901E8 US183900100000410364 5 724871033764099E8 0S183900100000409903 6 0.99817 US183900100000I75329 7 1.7226060122136003E8 US183900100000410285 8 8926090395042E8 US183900100000419927 9 79719996E8 0S183900100000454153 10 E8 US183900100000475760 11 42830002E8 U5183900100000410560 12 4740301E8 U5183900100000464737 13 8921678230802E8 U5183900100000410371 14 U5183900100000408989 15 11214006E8 US183900100000408665 16 US183900100000412678 17 07850996E8 US183900100000408755 18 0074E8 US183900100000436594 19 60184E8 U5183900100000463718 20 U5183900100000433277 21 54117998E8 US183900100000413182 22 US183900100000420017 23 31386E8 US183900100000406469 24 US183900100000489967 25 5.301425915269001E7 US183900100000471031 26 0361229119531998E8 0S183900100000408982 27 55576007E8 US183900100000472795 28 2067859817912999E8 US183900100000469434 29 US183900100000409565 30 6.411032856644797E8 US183900100000420589 31 020647229245001E7 US183900100000473215 32 US183900100000251053 33 US183900100000406719 34 26627931009E7 US183900100000401519 35 6156E7 U5183900100000409003 36 0748E7 US183900100000478395 37 51904002E8 U5183900100000156799 38 6433E8 U5183900100000472706 39 US183900100000251600 40 E8 U5183900100000409091 41 8484E7 Relationship Banker Apr YTD FAMILY Rosemary Vrablic KROENKE GROUP HARBOURVEST PARTNER Joanne Jensen PERELMAN RONALD Rosemary Vrablic ARCLIGHT ENERGY PTN GALLAGHER ENTERPRIS HIRTLE CALLAGHAN & Revs CBVs 7519089.158140001 6999135.291320004 4464280.876390001 3820865.7088900004 Michael E. McCarthy FIRST RESERVE 2127936. LONE STAR FUNDS Rosemary Vrablic 2000136. WOLFSON Joanne Jensen 1843629.5981899993 PIMCO WASSERMAN ALAN Joanne Jensen 1. 2. 3. 5. 3254561.67709 3. 2624999.9976500003 2330636.933040002 0459600003 1. 46775 3.16429310 2.7211009796365005 1794885.0190699997 1787607.0531800005 2.04605770 3.81999481 GS CAPITAL PARTNERS 1393151.79736 1. KUEHNER CARL Joanne Jensen 1370391.4266 1.3949000003099E8 SILLERMAN ROBERT FX Terri Sohrab 1323765.10488 4.76259466 CAMBAY GROUP BURKLE RONALD MURDOCK FDTN SIMON HERBERT Mark Westhoff 1183513.5795 7.03061776236E7 Susan Burnett Cheryl Paller 1150933.7029900001 2.42643894 1147101.7495600001 1.00000000 1058490.08362 2.20036964 BASILE SILVERIO Convey 1047395.39218 0 GOLUB CAPITAL Malcolm Kimble 1040027.0949000001 1.21579080 LOEB DANIEL S 999999.9965 0 AMIDI RAHIM Cheryl Paller 964971.5116699999 1.34314763 DECCAN Maryann Coleman 862912.1827 10628.785 STARWOOD CAPITAL GR 822782.8808500001 TRUMP DONALD J Rosemary Vrablic 821987.6052599997 2. GOLDENTREE Terri Sohrab 782886.5775800002 1.23398353 CARLYLE REALTY PART Joanne Jensen 772645.1213199999 1. GAPSTOW Mark Gonzalez 768962.17866 9.207109453468001E7 RELATED COMPANIES 749862.2838699999 UNITED STATES POWER 649986.37653 9. CERBERUS CAPITAL George Zahringer 597340.39678 0 TEMPLETON JOHN Maryann Coleman 561786.30492 0 SOHACHESKI JAIME Deirdre Judge 516353.29456999997 5. KOCH CHARLES CARLYLE GROUP BROOKFIELD David Rodin Joanne Jensen Joanne Jensen ARKELL/STOCKMAN Elizabeth Payne 494465.07534999994 479273.25042999996 476504.6089500001 474447.51051999995 3.59122907 2.20519555 1.11599124 2.02317553 THE PRICE GROUP Carolin Botzenhard 453368.49763 0 CASE STEPHEN Russell Daulton 453334.26411 1.3120336831830001 FOX ALAN Deirdre Judge 442782.0260099999 6.32700766 PROT2 0S183900100000409138 42 PRINCIPLES OF AQUIL Joanne Jensen 432392.0629599998 2. 4402816926698986E8 US183900100000489225 43 GNLC HOLDINGS INC Malcolm Kimble 426199.39713 2.78468259 45918E8 US183900100000481981 44 CAMEEL HALIM Michael E. McCarthy 416251.35771 9.57280959 0473E7 US183900100000421571 45 APOLLO INVESTMENT F Terri Sohrab 405494.31068 1.25245284 91841E8 0S183900100000451171 46 FRENKEL Judith Webster 342344.34001000004 0 0S183900100000169408 47 MARRIOTT JOHN W Convey 329608.22954999993 2.99618675 84555E8 0S183900100000410461 48 CHARTOUNI FOUAD Rosemary Vrablic 327187.55877 1.90369621 78032E8 0S183900100000419578 49 KROLL JULES Joanne Jensen 319456.09304999985 7.90649201 6780998E7 0S183900100000173755 50 TOW LEONARD Malcolm Kimble 317484.73527 5.134020503063899E 8 Grand Total Top 50 Relationships Total: 6.774560378759998E7 1.246208471133772E10 PROT3