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We do not disclose nonpublic personal information about current or former clients or shareholders to any third parties except as necessary to effect a transaction, administer your account, or as otherwise permitted by law. For example, the Dodge & Cox Funds and Dodge & Cox Worldwide Funds use third-party transfer agents and third-party providers of systems who use your information only to process or analyze transactions you have requested. Contracts with these organizations contain provisions restricting their use of your nonpublic personal information to those purposes for which they were hired.
We restrict access to nonpublic personal information about you to those employees and service providers involved in administering or servicing your account(s) or helping us meet our regulatory obligations. We maintain physical, electronic, and procedural safeguards that comply with federal standards to protect your nonpublic personal information. In addition, our Code of Ethics, which applies to all Dodge & Cox employees, restricts the use of your nonpublic personal information.
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Roberta R. Kameda, Esquire, General Counsel, Dodge & Cox, 555 California Street, 40th Floor, San Francisco, CA 94104.
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TIMELINESS OF CONTENT
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INTEGRATION AND SEVERABILITY
Ms. Sormark received her B.S. degree (magna cum laude) in Business Management with a concentration in International Business from Menlo College in 2003. She joined Dodge & Cox in 2004, and worked in Client Reporting, Performance, Corporate Actions, Shareholder Services, Data Management, and Pricing before assuming fixed income trading responsibilities in 2011. Ms Sormark is a Vice President and shareholder of the firm.