Margaret Whitehead Walker

Current Employers

Employment History

• 09/1979 → Present
  Bank Of America, N.A.
  San Antonio, TX
• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Antonio, TX

Previous Registrations

• 2002-12-11 → 2009-10-23
  Banc Of America Investment Services, Inc.
  San Antonio, TX
  San Antonio, TX

Other Businesses

I*12492 Entity Type; Fiduciary Name of outside business organization: POA/Trust Investment related: No Address of business: San Antonio, Texas 78218 Position, title, association: POA Start date of relationship: 10/1/2020 Number of hours devoted: 1 hr qtrly Number of hours devoted during trading hours: 0 NAME: UNITED WAY OF SAN ANTONIO NOT FOR PROFIT INVESTMENT RELATED: No ADDRESS OF BUSINESS: SAN ANTONIO, TEXAS NATURE OF BUSINESS: COMMUNITY NONPROFIT SERVING PRIMARILY SOCIAL SERVICE AGENCIES YOUR POSITION, TITLE, ASSOCIATION: BOARD OF TRUSTEES MEMBER START DATE OF RELATIONSHIP: JULY 1, 2011 NUMBER OF HOURS DEVOTED PER MONTH: 4 NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 2 YOUR DUTIES: SERVE AS MEMBER OF GOVERNING BOARD OF TRUSTEE. GUARDIAN OF INCAPACITATED PERSON E. A W. JR ADDRESS: SAN ANTONIO, TEXAS NON-INVESTMENT RELATED; 51 HRS ANNUALLY, NONE DURING TRADING HOURS I*437529 Entity Type: Not for Profit Name of outside business organization: WITTE MUSEUM Investment related: No Address of business: San Antonio, Texas, 78209 Position, title, association: Vice Chairman & Endowment Campaign Co-Chair Start date of relationship: 07/2007 Number of hours devoted: 12 hrs Number of hours devoted during trading hours: 0 Duties: Vice Chairman & Endowment Campaign Co-Chair I*: 2345258 Entity Type: Charitable Name of OBA: Saint Luke's Episcopal School Address: San Antonio, TX 78209 Investment Related: No Position, Title, Association: Board member Employee Start Date: 06/01/2025 Number of Hours: 4 hrs annually Number of Hours during trading: 4 hrs annually Duties: Serve as member of the school's Endowment Board which meets 4 times per year. I will not serve as Treasurer or handle funds. The Board evaluates investment returns and determines annually the distribution from the endowment to the school. I*4059265 Entity Type: Charitable Name of OBA: United Way of San Antonio Address: San Antonio, Texas, 78205 Investment Related: No Position, Title, Association: Officer Employee Start Date: 07/01/2026 Number of Hours: 2, Weekly Number of Hours during trading: 1, Weekly Duties: Oversee deployment of charitable funds to selected nonprofits in San Antonio & Bexar County I have been nominated for the position of Board Chair. I am already approved as a member of the Board of Directors. I wish to ensure that this will be approved prior to the vote on officers.

Exams

• S66 Uniform Combined State Law Examination
  2002-12-10
• S63 Uniform Securities Agent State Law Examination
  1999-11-15

Other Names

• Margaret Whitehead
• Peggy Walker