| Relationships | Role | Relationship Start | Relationship End |
| Johnson Financial Group, Inc. | Parent | 6/30/2007 | 3/31/2010 |
| Johnson Financial Group, Inc. | Parent | 5/1/2007 | 6/29/2007 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Johnson Financial Group, Inc. | Buyer | Discontinued | 4/1/2010 |