Green William of Charlotte, NC appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Green William appears on 11 filing roles across Form ADV (9), Form D (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | WESTCHESTER CAPITAL PARTNERS, LLC | MEMBER | VALHALLA, NY |
| — | Form ADV | FRANKLIN TEMPLETON INVESTMENTS CORP. | PRESIDENT & CEO | TORONTO (ONTARIO) |
| — | Form ADV | FOSTER GROUP, INC. | DIRECT OWNER, LEAD ADVISOR | WEST DES MOINES, IA |
| — | Form ADV | WESTCHESTER CAPITAL MANAGEMENT, LLC | PRESIDENT, DIRECTOR AND SHAREHOLDER | VALHALLA, NY |
| — | Form ADV | FIRST MANHATTAN CO. LLC | GENERAL PARTNER | NEW YORK, NY |
| — | Form ADV | FIRST MANHATTAN CO INC | GENERAL PARTNER | NEW YORK, NY |
| — | Form ADV | KEATING INVESTMENTS, LLC | CHIEF COMPLIANCE OFFICER | GREENWOOD VILLAGE, CO |
| — | Form ADV | WESTCHESTER CAPITAL MANAGEMENT INC | PRESIDENT | VALHALLA, NY |
| — | Form ADV | TPH ASSET MANAGEMENT LLC | EXECUTIVE VICE PRESIDENT | HOUSTON, TX |
| 2025-12-03 | Form D | Kelston Investors LLC | Executive Officer | CHARLOTTE, NC |
| 2026-04-20 | Form D | Edgewater Investor LLC | Related Person | CHARLOTTE, NC |