WOODLANDS FINANCIAL SERVICES COMPANY
Ownership & governance
Executives 3Directors 10Avg tenure 15y
JC
Jon Conklin
Chief Executive Officer
Since 2010-05-31Profile →
+12
Executives3
Board of directors10
RA
R. Alberts→
Director/Board Member
Since 2011-09-25
RB
Richard H. Baker→
Director/Board Member
—
WB
William Brown→
Director/Board Member
—
RF
Robert Forse→
Chairman
Since 2011-09-25
ML
Marc Lewis→
Director/Board Member
—
ML
Melvin W. Lewis→
Director/Board Member
—
GL
George Logue→
Director/Board Member
—
DS
David L. Shollenberger→
Director/Board Member
—
Shareholders1
| Name | Stake | Shares |
|---|---|---|
| Siena Capital Partners GP LLC | 5.101 % | 74,372 |
Catalog · 2026-07-09
Registry officers13
| Name | Role | Since | Shares |
|---|---|---|---|
| Dave Bartges | Chief Investment Officer | — | - |
| Jon Conklin | Chief Executive Officer | 2010-05-31 | - |
| Jon Conklin | Chairman | — | - |
| Joseph Farley | Director of Finance/CFO | 2012-09-30 | - |
| Robert Forse | Chairman | 2011-09-25 | - |
| David L. Shollenberger | Director/Board Member | — | - |
| George Logue | Director/Board Member | — | - |
| Marc Lewis | Director/Board Member | — | - |
Registry · as of 2026-07-09
Institutional (13F)
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Fund membership
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Street consensus
Consensus none
Firm rows and rating mix from Yahoo Finance; mean target is Yahoo’s aggregate until OpenFilings derives consensus from broker rows.