| Relationships | Role | Relationship Start | Relationship End |
| Ssrm Holdings, Inc. | Parent | 6/30/2007 | 6/30/2011 |
| Ssrm Holdings, Inc. | Parent | 1/31/2005 | 6/29/2007 |
| State Street Research Investment Services, Inc. | Subsidary | 6/30/2007 | 6/30/2011 |
| State Street Research Investment Services, Inc. | Subsidary | 1/31/2005 | 6/29/2007 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Blackrock Financial Management, Inc. | Buyer | Discontinued | 7/1/2011 |