| Relationships | Role | Relationship Start | Relationship End |
| Wilmington Trust, National Association | Parent | 11/1/2015 | 9/1/2016 |
| Wilmington Trust Retirement And Institutional Services Company | Parent | 10/10/2008 | 10/31/2015 |
| Ubs Americas Inc. | Parent | 6/30/2007 | 10/9/2008 |
| Ubs Americas Inc. | Parent | 11/3/2000 | 6/29/2007 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Wilmington Trust, National Association | Buyer | 4,294,445 | Pooling of Interests | Discontinued | 9/2/2016 |