ANN BARNETT STERN

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Invesco Bond Fund

Filing Date Source Excerpt
2017-07-26 Ann Barnett Stern - 1957 Nominee President and Chief Executive Officer, Houston Endowment, Inc.
2018-06-25 Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment, Inc. (private philanthropic institution). Formerly: Executive Vice President and General Counsel, Texas Children’s Hospital; Attorney, Beck, Redden and Secrest, LLP; Business Law Instructor, University of St. Thomas; Attorney, Andrews & Kurth LLP. The members of the Governance Committee are Messrs. Crockett and Fields (Chair), Mss. Hostetler and Stern and Drs. Jones and Mathai-Davis (Vice Chair). The members of the Investments Committee are Messrs. Arch (Vice Chair), Crockett (Chair), Fields, Flanagan, Stickel, Taylor, Troccoli (Vice Chair) and Wilson, Mss. Hostetler, Ressel and Stern and Drs. Jones (Vice Chair) and Mathai-Davis. The members of the Valuation, Distribution and Proxy Oversight Committee are Messrs. Fields and Wilson, Ms. Stern and Drs. Jones (Vice Chair) and Mathai-Davis (Chair).
2019-07-05 Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment Inc. (private philanthropic institution) Formerly: Executive Vice President and General Counsel, Texas Children’s Hospital; Attorney, Beck, Redden and Secrest, LLP; Business Law Instructor, University of St. Thomas; Attorney, Andrews & Kurth LLP The Board believes that Ms. Stern’s knowledge of financial services and investment management and her experience as a director, and other professional experience gained through her prior employment benefit the Funds.
2020-06-18 Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment Inc. (private philanthropic institution) Formerly: Executive Vice President and General Counsel, Texas Children’s Hospital; Attorney, Beck, Redden and Secrest, LLP; Business Law Instructor, University of St. Thomas; Attorney, Andrews & Kurth LLP, Federal Reserve Bank of Dallas The Governance Committee is composed of Messrs. Crockett, Fields (Chair), LaCava, Vandivort and Wilson, Ms. Stern (Vice Chair) and Drs. Jones and Mathai-Davis. The Investments Committee is composed of Messrs. Arch, Crockett (Chair), Fields, Flanagan, LaCava, Motley, Troccoli, Vandivort, Vaughn and Wilson (Vice Chair), Mss. Brown, Hostetler (Vice Chair), Krentzman, Ressel and Stern (Vice Chair). The Valuation, Distribution and Proxy Oversight Committee is composed of Messrs. Fields, Motley, Vandivort and Wilson, Ms. Brown and Stern and Drs. Jones (Vice Chair) and Mathai-Davis (Chair). Compensation received by the Trustees of the Funds as of fiscal year ended February 29, 2020 is shown on Annex B.
2021-06-22 Ann Barnett Stern has been a member of the Board of Trustees of the Invesco Funds since 2017. The members of the Audit Committee are Messrs. LaCava (Chair), Troccoli, Vaughn (Vice Chair), Wilson, Dr. Jones, and Mss. Hostetler and Stern. The Investments Committee members include Ms. Stern.
2022-06-22 Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment Inc. Formerly: Executive Vice President, Texas Children’s Hospital; Vice President, General Counsel and Corporate Compliance Officer, Texas Children’s Hospital Number of Funds Overseen: 190 Other Trusteeships: Trustee and Board Vice Chair of Holdsworth Center; Trustee and Chair of Nomination/Governance Committee, Good Reason Houston; Trustee and Investment Committee member of University of Texas Law School Foundation; Board Member of Greater Houston Partnership; Advisory Board member, Baker Institute for Public Policy at Rice University Compensation: $430,089

Data sourced from SEC filings. Last updated: 2025-06-30