Corporate Board Profile
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| Filing Date | Source Excerpt |
|---|---|
| 2012-09-13 | Charles L. Bardelis (1941) Nominee... Director, Island Commuter Corp... Trustee of John Hancock Funds II and John Hancock Variable Insurance Trust... Aggregate Compensation: $270,000. |
| 2013-12-24 | Charles L. Bardelis Director, Island Commuter Corp. (marine transport). Trustee Trustee, John Hancock retail funds (since 2012); Trustee, John Hancock Funds III (2005-2006 and since 2012); Trustee, John Hancock Variable Insurance Trust (since 1988); Trustee, John Hancock Funds II (since 2005). Audit Committee member, Chairperson: Peter S. Burgess Aggregate Compensation for the Fiscal Year Ended October 31, 2013 Charles L. Bardelis $4,340 Income Securities, $4,340 Investors. |
| 2014-11-25 | Charles L. Bardelis (1941) Trustee Director, Island Commuter Corp. (marine transport). Trustee, John Hancock retail funds (since 2012); Trustee, John Hancock Funds III (2005-2006 and since 2012); Trustee, John Hancock Variable Insurance Trust (since 1988); Trustee, John Hancock Funds II (since 2005). Trustee, John Hancock retail funds (since 2012); Trustee, John Hancock Variable Insurance Trust and John Hancock Funds II (since 2005). Audit Committee member; Investment Committee Chairperson of one Investment Sub-Committee. Aggregate Compensation for the Fiscal Year Ended October 31, 2014: $343,500. |
| 2015-12-07 | Charles L. Bardelis (1941) Trustee Director, Island Commuter Corp. (marine transport). Trustee, John Hancock Collateral Trust and John Hancock Exchange-Traded Fund Trust (since 2015); Trustee, John Hancock retail funds (since 2012); Trustee, John Hancock Funds III (2005-2006 and since 2012); Trustee, John Hancock Variable Insurance Trust (since 1988); Trustee, John Hancock Funds II (since 2005). 2012 4000 annual retainer from each fund. |
| 2016-11-18 | Charles L. Bardelis (1941) Trustee Director, Island Commuter Corp. (marine transport). Trustee, John Hancock Collateral Trust and John Hancock Exchange-Traded Fund Trust (since 2015); Trustee, John Hancock retail funds (since 2012); Trustee, John Hancock Funds III (2005–2006 and since 2012); Trustee, John Hancock Variable Insurance Trust (since 1988); Trustee, John Hancock Funds II (since 2005). 2012 228 Aggregate Compensation for the Fiscal Year Ended October 31, 2016 Charles L. Bardelis $4,000 $4,000 $367,000 |
| 2017-12-14 | Charles L. Bardelis (1941) Trustee Director, Island Commuter Corp. (marine transport). Trustee, John Hancock Collateral Trust (since 2014); Trustee, John Hancock Exchange-Traded Fund Trust (since 2015); Trustee, John Hancock retail funds (since 2012); Trustee, John Hancock Funds III (2005–2006 and since 2012); Trustee, John Hancock Variable Insurance Trust (since 1988); Trustee, John Hancock Funds II (since 2005). Audit Committee The Board has an Audit Committee in accordance with Section 3(a)(58)(A) of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), which comprises Independent Trustees (Messrs. Bardelis, Burgess and Hoffman) as defined under Section 2(a)(19) of the 1940 Act. Mr. Burgess serves as Chairperson of this Committee. Each Audit Committee member is financially literate, with at least one having accounting or financial management expertise. The Board has adopted a written charter for the Committee. This Committee recommends to the full Board independent registered public accounting firms for each fund, oversees the work of the independent registered public accounting firm in connection with each fund's audit, communicates with the independent registered public accounting firm on a regular basis and provides a forum for the independent registered public accounting firm to report and discuss any matters it deems appropriate at any time. The Audit Committee held four meetings during the fiscal year ended October 31, 2017. Trustee Compensation Each fund pays fees to its Independent Trustees and Mr. Boyle. Trustees are also reimbursed for travel and other out-of-pocket expenses. Each Independent Trustee and Mr. Boyle receives in the aggregate from each fund and the other closed-end funds in the John Hancock Fund Complex an annual retainer of $40,000. The following table provides information regarding the compensation paid by each fund and the other investment companies in the John Hancock Fund Complex to the Independent Trustees and Mr. Boyle for their services for each fund's most recently completed fiscal year. Aggregate Compensation for the Fiscal Year Ended October 31, 2017 Independent Trustees Charles L. Bardelis $4,000 $4,000 $374,000 |
| 2018-12-13 | Charles L. Bardelis (1941) Trustee Director, Island Commuter Corp. (marine transport). Trustee, John Hancock Collateral Trust (since 2014); Trustee, John Hancock Exchange-Traded Fund Trust (since 2015); Trustee, John Hancock retail funds (since 2012); Trustee, John Hancock Funds III (2005–2006 and since 2012); Trustee, John Hancock Variable Insurance Trust (since 1988); Trustee, John Hancock Funds II (since 2005). 2012 214 Aggregate Compensation for the Fiscal Year Ended October 31, 2018 Charles L. Bardelis $4,000 $4,000 $389,000 Audit Committee Report Peter S. Burgess – Chairman Charles L. Bardelis Theron S. Hoffman |
| 2019-12-12 | Charles L. Bardelis (1941) Trustee Director, Island Commuter Corp. (marine transport). Trustee of various trusts within the John Hancock Fund Complex (since 1988). Trustee Since 2012 Audit Committee member Each Independent Trustee receives an annual retainer of $40,000 from all funds; Bardelis received $4,000 from each of the two funds. |
| 2020-12-10 | Charles L. Bardelis(1941)Trustee Director, Island Commuter Corp. (marine transport).Trustee of various trusts within the John Hancock Fund Complex (since 1988). Trustee of various trusts within the John Hancock Fund Complex (since 1988). The Board has an Audit Committee in accordance with Section 3(a)(58)(A) of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), which comprises Independent Trustees (Ms. Rathke and Messrs. Bardelis, Burgess and Oates) as defined under Section 2(a)(19) of the 1940 Act. Mr. Burgess serves as Chairperson of this Committee. The Board also has an Investment Committee composed of all of the Trustees. Ms. Jackson and Messrs. Bardelis, Boyle, Cunningham, and Oates serve as Chairpersons of the Investment Sub-Committees. Each Independent Trustee receives in the aggregate from each fund and the other closed-end funds in the John Hancock Fund Complex an annual retainer of $40,000. The following table provides information regarding the compensation paid by each fund and the other investment companies in the John Hancock Fund Complex to the Independent Trustees for their services for each fund’s most recently completed fiscal year. Charles L. Bardelis $4,000 $4,000 $410,000 |
| Filing Date | Source Excerpt |
|---|---|
| 2012-09-13 | Charles L. Bardelis (1941) Nominee - Director, Island Commuter Corp. Trustee of John Hancock Funds II and John Hancock Variable Insurance Trust. Total compensation: $270,000. |
| 2013-12-24 | Charles L. Bardelis - Director, Island Commuter Corp. (marine transport). Trustee, John Hancock retail funds (since 2012); Trustee, John Hancock Funds III (2005-2006 and since 2012); Trustee, John Hancock Variable Insurance Trust (since 1988); Trustee, John Hancock Funds II (since 2005). Audit Committee member; Audit Committee Chairperson: Peter S. Burgess. Compensation: $4,340 for Income Securities and $4,340 for Investors. |
| 2014-11-25 | Charles L. Bardelis (1941) Trustee Director, Island Commuter Corp. (marine transport). Trustee, John Hancock retail funds (since 2012); Trustee, John Hancock Funds III (2005-2006 and since 2012); Trustee, John Hancock Variable Insurance Trust (since 1988); Trustee, John Hancock Funds II (since 2005). Audit Committee member; Investment Committee Chairperson of one Investment Sub-Committee. Compensation: $4,000 from Income Securities and $4,000 from Investors funds. |
| 2015-12-07 | Charles L. Bardelis (1941) Trustee Director, Island Commuter Corp. (marine transport). Trustee, John Hancock Collateral Trust and John Hancock Exchange-Traded Fund Trust (since 2015); Trustee, John Hancock retail funds (since 2012); Trustee, John Hancock Funds III (2005-2006 and since 2012); Trustee, John Hancock Variable Insurance Trust (since 1988); Trustee, John Hancock Funds II (since 2005). 2012 $4000 Audit Committee member. |
| 2016-11-18 | Charles L. Bardelis (1941) Trustee Director, Island Commuter Corp. (marine transport). Trustee, John Hancock Collateral Trust and John Hancock Exchange-Traded Fund Trust (since 2015); Trustee, John Hancock retail funds (since 2012); Trustee, John Hancock Funds III (2005–2006 and since 2012); Trustee, John Hancock Variable Insurance Trust (since 1988); Trustee, John Hancock Funds II (since 2005). 2012 228 Each Audit Committee member is financially literate, with at least one having accounting or financial management expertise. The Board has adopted a written charter for the Committee. This Committee recommends to the full Board independent registered public accounting firms for each fund, oversees the work of the independent registered public accounting firm in connection with each fund's audit, communicates with the independent registered public accounting firm on a regular basis and provides a forum for the independent registered public accounting firm to report and discuss any matters it deems appropriate at any time. The Audit Committee held four meetings during the fiscal year ended October 31, 2016. Aggregate Compensation for the Fiscal Year Ended October 31, 2016 Charles L. Bardelis $4,000 $4,000 $367,000 |
| 2017-12-14 | Charles L. Bardelis (1941) Trustee Director, Island Commuter Corp. (marine transport). Trustee, John Hancock Collateral Trust (since 2014); Trustee, John Hancock Exchange-Traded Fund Trust (since 2015); Trustee, John Hancock retail funds (since 2012); Trustee, John Hancock Funds III (2005–2006 and since 2012); Trustee, John Hancock Variable Insurance Trust (since 1988); Trustee, John Hancock Funds II (since 2005). 2012 223 Each Independent Trustee and Mr. Boyle receives in the aggregate from each fund and the other closed-end funds in the John Hancock Fund Complex an annual retainer of $40,000. The following table provides information regarding the compensation paid by each fund and the other investment companies in the John Hancock Fund Complex to the Independent Trustees and Mr. Boyle for their services for each fund's most recently completed fiscal year. Aggregate Compensation for the Fiscal Year Ended October 31, 2017 Independent Trustees Income Securities Trust $4,000 Investors Trust $4,000 Total Compensation All Funds in the John Hancock Fund Complex $374,000 |
| 2018-12-13 | Charles L. Bardelis (1941) Trustee Director, Island Commuter Corp. (marine transport). Trustee, John Hancock Collateral Trust (since 2014); Trustee, John Hancock Exchange-Traded Fund Trust (since 2015); Trustee, John Hancock retail funds (since 2012); Trustee, John Hancock Funds III (2005–2006 and since 2012); Trustee, John Hancock Variable Insurance Trust (since 1988); Trustee, John Hancock Funds II (since 2005). 2012 214 Each Independent Trustee receives in the aggregate from each fund and the other closed-end funds in the John Hancock Fund Complex an annual retainer of $40,000. Charles L. Bardelis receives $4,000 from Income Securities Trust and $4,000 from Investors Trust. |
| 2019-12-12 | Charles L. Bardelis (1941) Trustee Director, Island Commuter Corp. (marine transport). Trustee of various trusts within the John Hancock Fund Complex (since 1988). Trustee Since 2012 Audit Committee member Each Independent Trustee receives an annual retainer of $40,000 from all funds; Bardelis received $4,000 from each of the two funds. |
| 2020-12-10 | Charles L. Bardelis(1941)Trustee Director, Island Commuter Corp. (marine transport).Trustee of various trusts within the John Hancock Fund Complex (since 1988). Trustee of various trusts within the John Hancock Fund Complex (since 1988). The Board has an Audit Committee in accordance with Section 3(a)(58)(A) of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), which comprises Independent Trustees (Ms. Rathke and Messrs. Bardelis, Burgess and Oates) as defined under Section 2(a)(19) of the 1940 Act. Mr. Burgess serves as Chairperson of this Committee. Each Independent Trustee receives in the aggregate from each fund and the other closed-end funds in the John Hancock Fund Complex an annual retainer of $40,000. The following table provides information regarding the compensation paid by each fund and the other investment companies in the John Hancock Fund Complex to the Independent Trustees for their services for each fund’s most recently completed fiscal year. Aggregate Compensation for the Fiscal Year Ended October 31, 2020 Independent Trustees Income Securities Trust Investors Trust Total Compensation All Funds in the John Hancock Fund Complex Charles L. Bardelis $4,000 $4,000 $410,000 |
| Filing Date | Source Excerpt |
|---|---|
| 2012-09-13 | As a director and former chief executive of an operating company, Mr. Bardelis has experience with a variety of financial, staffing, regulatory and operational issues. |
| 2013-12-24 | Director, Island Commuter Corp. (marine transport). |
| 2014-11-25 | Director, Island Commuter Corp. (marine transport). Trustee, John Hancock retail funds (since 2012); Trustee, John Hancock Funds III (2005-2006 and since 2012); Trustee, John Hancock Variable Insurance Trust (since 1988); Trustee, John Hancock Funds II (since 2005). |
| 2016-11-18 | Charles L. Bardelis (1941) Trustee - Director, Island Commuter Corp. (marine transport). |
| 2017-12-14 | Director, Island Commuter Corp. (marine transport). Trustee, John Hancock Collateral Trust (since 2014); Trustee, John Hancock Exchange-Traded Fund Trust (since 2015); Trustee, John Hancock retail funds (since 2012); Trustee, John Hancock Funds III (2005–2006 and since 2012); Trustee, John Hancock Variable Insurance Trust (since 1988); Trustee, John Hancock Funds II (since 2005). |
| 2019-12-12 | Director, Island Commuter Corp. (marine transport). |
| 2020-12-10 | Director, Island Commuter Corp. (marine transport). Trustee of various trusts within the John Hancock Fund Complex (since 1988). |
| 2021-12-09 | As a director and former chief executive of an operating company, Mr. Bardelis has experience with a variety of financial, staffing, regulatory and operational issues. |
Data sourced from SEC filings. Last updated: 2025-08-30