All Transactions

Bold indicates Berkshire Capital client

Date Announced Seller Buyer Type AUM ($mm)
July 2002
Hambrecht & Quist Capital Management Inc.
Hambrecht & Quist Capital Management LLC
MF
N/A
May 2002
Iridian Asset Management LLC
Bank of Ireland Asset Management
IA
11,000
May 2002
The Estate of Harry V. Keefe, Jr.
Keefe Managers
O
100
March 2002
U.S. Global Leaders Growth Fund (Yeager, Wood & Marshall, Inc.)
John Hancock Funds
MF
109
January 2002
Enhanced Investment Technologies, Inc. (INTECH)
Berger Financial Group LLC
IA
6,000
January 2002
Virginia Investment Counselors Inc.
BB&T Corporation
IA / WM
1,200