Corporate Board Profile
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| Filing Date | Source Excerpt |
|---|---|
| 2007-12-17 | Daniel D. Harding – 55 Senior Advisor with Harding Loevner Management LP (investment advisory firm) (since 2003). Formerly, Mr. Harding was co-founder and Chief Investment Officer at Harding Loevner Management LP (1989-2003). Mr. Harding received his undergraduate degree from Colgate University. Audit Committee member. $33,125 total compensation from Fund Complex. |
| 2008-12-29 | Daniel D. Harding – 56 Managing partner of a private investment fund... Audit Committee is comprised entirely of independent trustees (Mr. Bizzell, Dr. Bogan and Mr. Harding)... Pricing Committee is comprised of three members, two of whom are independent trustees (Mr. Harding and Mr. Platt)... The following table shows the compensation... Daniel D. Harding $21,000 From Trust, $37,625 Total from Fund Complex. |
| 2009-12-31 | Daniel D. Harding 6 57 Trustee Since 2007 Managing partner of a private investment fund. Chairman of Audit Committee. Member of Pricing Committee. Compensation from Trust: $22,167. |
| 2010-12-30 | Daniel D. Harding, age 58, is co-founder and was Chief Investment Officer of Harding Loevner Management LP... Mr. Harding is Chair of the Audit Committee and a member of the Pricing Committee... Mr. Harding is an audit committee financial expert... Total Compensation From Fund Complex $41,000. |
| 2011-12-30 | Daniel D. Harding, age 59, is co-founder and was Chief Investment Officer of Harding Loevner Management LP. Mr. Harding is Chair of the Audit Committee and a member of the Pricing Committee. Aggregate Compensation From Trust: $21,500. |
| 2012-12-31 | Daniel D. Harding, age 60, is co-founder and was Chief Investment Officer of Harding Loevner Management LP, an investment advisory firm, from 1989 through 2003. He received his undergraduate degree from Colgate University and is a CFA charterholder. Mr. Harding manages two private investment partnerships and is a trustee of Ellsworth Fund. He is a director of Legg Mason Trust Co. and chairs the Trust Investment Committee of Legg Mason Investment Counsel, a globally recognized asset management firm. Mr. Harding is also a general partner of Latitude Capital Partners, LLC, a private investment firm. Mr. Harding has extensive experience in investment management and financial research. As a founder of a highly successful global investment management company, he provides an important world view of the financial markets. The Board has determined that Mr. Harding is an “audit committee financial expert” as defined by the rules of the U.S. Securities and Exchange Commission (the SEC). Mr. Harding is Chair of the Audit Committee and a member of the Pricing Committee. Aggregate Compensation From Trust: $21,500. |
| 2013-12-30 | Daniel D. Harding, age 61, is co-founder and was Chief Investment Officer of Harding Loevner Management LP, an investment advisory firm, from 1989 through 2003. ... Mr. Harding is Chair of the Audit Committee and a member of the Pricing Committee. ... Mr. Harding is an audit committee financial expert. ... Compensation: $22,500 from Trust. |
| 2014-12-29 | Daniel D. Harding, age 62, is co-founder and was Chief Investment Officer of Harding Loevner Management LP. Mr. Harding is Chair of the Audit Committees, and a member of the Pricing and Investment Committees. Total Compensation From Fund Complex: $74,250. |
| 2015-09-14 | Daniel D. Harding is co-founder and was Chief Investment Officer of Harding Loevner Management LP, an investment advisory firm, from 1989 through 2003. ... Mr. Harding is Chair of the Audit Committees, the Ellsworth Investment Committee and a member of the Pricing Committees. |
| 2016-03-29 | Daniel D. Harding, CFA. Mr. Harding serves as Chairman of the Fund’s Audit Committee and is the Fund’s designated Audit Committee Financial Expert. ... Aggregate Compensation from the Fund and Fund Complex for Daniel D. Harding is $52,750 plus $22,000 from the Fund. |
| 2017-04-03 | Daniel D. Harding Trustee Age: 64 Since 2007*** Managing General Partner of the Global Equity Income Fund (private investment fund); Director of TRC (private asset management); General Partner of Latitude Capital Partners, LLC (private investment); Director of Legg Mason Investment Counsel, LLC and Chair of Investment Committee (2010-2012) ... Mr. Harding serves as Chairman of the Fund’s Audit Committee and is the Fund’s designated Audit Committee Financial Expert. ... Daniel D. Harding Trustee $ 16,500 $ 38,000 (3) |
| 2018-03-28 | Daniel D. Harding serves as Chairman of the Fund’s Audit Committee and is the Fund’s designated Audit Committee Financial Expert. |
| 2019-03-29 | Daniel D. Harding serves as Chairman of the Fund’s Audit Committee and is the Fund’s designated Audit Committee Financial Expert. |
| 2020-03-26 | Daniel D. Harding Trustee Age: 67 Since 2007*** Managing General Partner of the Global Equity Income Fund (private investment fund); Director of TRC (private asset management); General Partner of Latitude Capital Partners, LLC (private investment) Mr. Harding serves as Chairman of the Fund’s Audit Committee and is the Fund’s designated Audit Committee Financial Expert. |
| 2021-03-29 | Daniel D. Harding is a member of the Fund's Pricing Committee, serves as Chairman of the Fund’s Audit Committee, and is the Fund’s designated Audit Committee Financial Expert. |
| 2022-03-24 | Daniel D. Harding, CFA. Mr. Harding is the Managing General Partner of the Global Equity Income Fund (private investment fund); Director of Reef Consulting & Investment (private equity firm); former Director of TRC (private asset management); former General Partner of Latitude Capital Partners, LLC (private investment). Mr. Harding is a member of the Fund's Pricing Committee, serves as Chairman of the Fund’s Audit Committee, and is the Fund’s designated Audit Committee Financial Expert. |
| 2023-04-05 | Daniel D. Harding Trustee 1952 Since 2007*** Managing General Partner of the Global Equity Income Fund (private investment fund); Director of Reef Consulting & Investment (private equity firm); former Director of TRC (private asset management); former General Partner of Latitude Capital Partners, LLC (private investment) Mr. Harding is Chairman of the Fund’s Audit Committee. Compensation Table: Daniel D. Harding $15,000 $38,000 |
| 2024-03-21 | Daniel D. Harding is the Managing General Partner of the Global Equity Income Fund. Mr. Harding is a member of the Fund’s Pricing Committee, serves as Chairman of the Fund’s Audit Committee, and is the Fund’s designated Audit Committee Financial Expert. |
| 2025-03-20 | Managing General Partner of the Global Equity Income Fund. |
| Filing Date | Source Excerpt |
|---|---|
| 2006-11-28 | Daniel D. Harding appointed as trustee effective January 1, 2007, will fill vacancy on Audit Committee, no compensation stated. |
| 2007-11-26 | Daniel D. Harding - 55 2007 Senior Advisor with Harding Loevner Management LP (investment advisory firm) (since 2003). Formerly, Mr. Harding was co-founder and Chief Investment Officer at Harding Loevner Management LP (1989-2003). Mr. Harding received his undergraduate degree from Colgate University. The Audit Committee is comprised entirely of independent trustees (Mr. Ahalt, Dr. Bogan and Mr. Harding, with Dr. Bogan serving as Chairperson). The following table shows the compensation that was paid to the trustees solely by the Trust as well as by the Fund Complex as a whole (which consists of two registered investment companies, the Trust and Bancroft Fund) during the 2007 fiscal year. Daniel D. Harding................. $14,125 $28,250 |
| 2008-11-26 | Daniel D. Harding (1) – 56 Continuing Independent Trustee Managing partner of a private investment fund. Audit Committee: comprised entirely of independent trustees (Mr. Bizzell, Dr. Bogan and Mr. Harding, with Dr. Bogan serving as Chairperson). Pricing Committee: comprised of three members, two of whom are independent trustees (Mr. Harding and Mr. Platt, with Mr. Platt serving as Chairman) and one of whom is an interested person (Mr. Dinsmore). Compensation: Total Compensation From Fund Complex: $38,500. |
| 2009-11-30 | Daniel D. Harding 5 57 Trustee Since 2007 Managing partner of a private investment fund. Audit Committee Chairperson Pricing Committee member Compensation: $23,000 from Trust in 2009 fiscal year. |
| 2010-11-29 | Daniel D. Harding, age 58, is co-founder and was Chief Investment Officer of Harding Loevner Management LP, an investment advisory firm, from 1989 through 2003. ... Mr. Harding is Chair of the Audit Committee and a member of the Pricing Committee. ... Mr. Harding is an "audit committee financial expert" as defined by the rules of the U.S. Securities and Exchange Commission (the SEC). ... Mr. Harding received $21,500 from the Trust in 2010. |
| 2011-11-30 | Daniel D. Harding, age 59, is co-founder and was Chief Investment Officer of Harding Loevner Management LP, an investment advisory firm, from 1989 through 2003. ... Mr. Harding is Chair of the Audit Committee and a member of the Pricing Committee. |
| 2012-11-29 | Daniel D. Harding, age 60, is co-founder and was Chief Investment Officer of Harding Loevner Management LP, an investment advisory firm, from 1989 through 2003. Mr. Harding is Chair of the Audit Committee and a member of the Pricing Committee. Aggregate Compensation From Trust: $21,500. |
| 2013-11-27 | Daniel D. Harding, age 61, is co-founder and was Chief Investment Officer of Harding Loevner Management LP, an investment advisory firm, from 1989 through 2003. Mr. Harding has extensive experience in investment management and financial research. Mr. Harding is Chair of the Audit Committee and a member of the Pricing Committee. Aggregate compensation from Trust: $23,000. |
| 2014-12-29 | Daniel D. Harding, age 62, is co-founder and was Chief Investment Officer of Harding Loevner Management LP. Mr. Harding is Chair of the Audit Committees, and a member of the Pricing and Investment Committees. Total Compensation From Fund Complex $74,250. |
| 2015-09-14 | Daniel D. Harding is co-founder and was Chief Investment Officer of Harding Loevner Management LP. ... Mr. Harding is Chair of the Audit Committees, the Ellsworth Investment Committee and a member of the Pricing Committees. ... 2015 Fiscal Year Aggregate Compensation From Bancroft $21,000, From Ellsworth $41,250, Total $62,250. |
| 2016-03-29 | Daniel D. Harding, CFA. Mr. Harding serves as Chairman of the Fund’s Audit Committee and is the Fund’s designated Audit Committee Financial Expert. ... Compensation Table: Daniel D. Harding $42,250 from Fund. |
| 2017-04-03 | Daniel D. Harding Trustee Age: 64 Since 2007*** Mr. Harding serves as Chairman of the Fund’s Audit Committee and is the Fund’s designated Audit Committee Financial Expert. |
| 2018-03-28 | Daniel D. Harding Trustee Age: 65 Since 2007* Managing General Partner of the Global Equity Income Fund (private investment fund); Director of TRC (private asset management); General Partner of Latitude Capital Partners, LLC (private investment); Director of Legg Mason Investment Counsel, LLC and Chair of Investment Committee (2010-2012) Mr. Harding serves as Chairman of the Fund’s Audit Committee and is the Fund’s designated Audit Committee Financial Expert. The Fund pays each Independent Trustee an annual retainer of $8,500 plus $1,000 for each Board meeting attended. Each Independent Trustee is reimbursed by the Fund for any out of pocket expenses incurred in attending meetings. All Board committee members receive $500 per meeting attended. In addition, the Audit Committee Chairman receives an annual fee of $2,000, the Nominating Committee Chairman receives an annual fee of $2,000, and the Lead Independent Trustee receives an annual fee of $1,000. The aggregate remuneration (excluding out of pocket expenses) paid by the Fund to such Trustees during the fiscal year ended September 30, 2017, amounted to $122,500. Daniel D. Harding Aggregate Compensation from the Fund and Fund Complex Paid to Trustees $15,500 $38,000 (3) |
| 2019-03-29 | Daniel D. Harding Trustee Age: 66 Since 2007** Managing General Partner of the Global Equity Income Fund; Chairman of the Fund’s Audit Committee and designated Audit Committee Financial Expert. Compensation from the Fund: $17,000, from Fund Complex: $37,500. |
| 2020-03-26 | Daniel D. Harding Trustee Age: 67 Since 2007*** Managing General Partner of the Global Equity Income Fund (private investment fund); Director of TRC (private asset management); General Partner of Latitude Capital Partners, LLC (private investment) Mr. Harding serves as Chairman of the Fund’s Audit Committee and is the Fund’s designated Audit Committee Financial Expert. |
| 2021-03-29 | Daniel D. Harding, CFA. Mr. Harding is the Managing General Partner of the Global Equity Income Fund. Mr. Harding is a member of the Fund’s Pricing Committee, serves as Chairman of the Fund’s Audit Committee, and is the Fund’s designated Audit Committee Financial Expert. |
| 2022-03-24 | Daniel D. Harding, CFA. Mr. Harding ... Mr. Harding is a member of the Fund’s Pricing Committee, serves as Chairman of the Fund’s Audit Committee, and is the Fund’s designated Audit Committee Financial Expert. ... COMPENSATION TABLE ... Daniel D. Harding ... $15,500 ... Trustee |
| 2023-04-05 | Daniel D. Harding Trustee 1952 Since 2007*** Managing General Partner of the Global Equity Income Fund (private investment fund); Director of Reef Consulting & Investment (private equity firm); former Director of TRC (private asset management); former General Partner of Latitude Capital Partners, LLC (private investment) Mr. Harding is a member of the Fund’s Pricing Committee, serves as Chairman of the Fund’s Audit Committee, and is the Fund’s designated Audit Committee Financial Expert. |
| 2024-03-21 | Daniel D. Harding is the Managing General Partner of the Global Equity Income Fund, a private investment fund. Mr. Harding is a member of the Fund’s Pricing Committee, serves as Chairman of the Fund’s Audit Committee, and is the Fund’s designated Audit Committee Financial Expert. He serves in the same capacities for another fund in the Fund Complex. Mr. Harding is co-founder and was Chief Investment Officer of Harding Loevner Management LP, an investment advisory firm, from 1989 through 2003. Prior to founding Harding Loevner, he was a Trust Investment Officer at American National Bank and a partner and associate for the Rockefeller Family Office. He is a director of Reef Consulting & Investment, a private equity firm, and was a director of Legg Mason Investment Counsel, LLC and Chair of the Investment Committee from 2010 to 2012. Mr. Harding is engaged in numerous not for profit organizations with fiduciary responsibilities including Atlantic Health Systems, Ocean Reef Community Foundation, and the Ocean Reef Medical Center Foundation. He received his undergraduate degree from Colgate University, and is a CFA and CIC charterholder. |
| 2025-03-20 | Daniel D. Harding Trustee 1952 Since 2007** Managing General Partner of the Global Equity Income Fund (private investment fund); Director of Reef Consulting & Investment (private equity firm); former Director of TRC (private asset management); former General Partner of Latitude Capital Partners, LLC (private investment) Mr. Harding is the Managing General Partner of the Global Equity Income Fund, a private investment fund. Mr. Harding is a member of the Fund’s Pricing Committee, serves as Chairman of the Fund’s Audit Committee, and is the Fund’s designated Audit Committee Financial Expert. He serves in the same capacities for another fund in the Fund Complex. COMPENSATION TABLE Daniel D. Harding Trustee $14,500 $34,250 (3) |
| Filing Date | Source Excerpt |
|---|---|
| 2016-03-29 | Mr. Harding received his undergraduate degree from Colgate University, and is a CFA and CIC charterholder. |
| 2017-04-03 | Mr. Harding received his undergraduate degree from Colgate University, and is a CFA and CIC charterholder. |
| 2018-03-28 | Managing General Partner of the Global Equity Income Fund (private investment fund); Director of TRC (private asset management); General Partner of Latitude Capital Partners, LLC (private investment) |
| 2019-03-29 | Managing General Partner of the Global Equity Income Fund; Co-founder and former Chief Investment Officer of Harding Loevner Management LP; CFA charterholder. |
| 2020-03-26 | Managing General Partner of the Global Equity Income Fund (private investment fund); Director of TRC (private asset management); General Partner of Latitude Capital Partners, LLC (private investment) |
| 2022-03-24 | Mr. Harding received his undergraduate degree from Colgate University, and is a CFA and CIC charterholder. |
| 2023-04-05 | Managing General Partner of the Global Equity Income Fund (private investment fund); co-founder and former Chief Investment Officer of Harding Loevner Management LP; CFA and CIC charterholder; undergraduate degree from Colgate University. |
| 2024-03-21 | Managing General Partner of the Global Equity Income Fund (private investment fund); Director of Reef Consulting & Investment (private equity firm) |
| 2025-03-20 | Managing General Partner of the Global Equity Income Fund; co-founder and former Chief Investment Officer of Harding Loevner Management LP. |
Data sourced from SEC filings. Last updated: 2025-08-30