| Relationships | Role | Relationship Start | Relationship End |
| Pheasant Asset Management, Inc. | Parent | 4/3/2012 | 4/30/2012 |
| Falcon Asset Management, Inc. | Parent | 6/30/2007 | 4/2/2012 |
| Falcon Asset Management, Inc. | Parent | 12/31/1993 | 6/29/2007 |
| Wells Fargo Bank West, National Association | Parent | 12/29/1993 | 12/30/1993 |
| Wells Fargo & Company | Parent | 9/1/1993 | 12/28/1993 |
| The Bank Of Scottsdale | Parent | 12/31/1970 | 8/31/1993 |
| Greylock Investments, Llc | Subsidary | 7/8/2004 | 10/29/2007 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Iwic Insurance Company | Buyer | Discontinued | 5/1/2012 |