Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2006-09-29 | George R. Gaspari (Age 66)...Principal Occupation(s) During Past Five Years: Financial Services Consultant (since 1996). |
| 2007-03-01 | Financial Services Consultant (since 1996) |
| 2008-02-29 | Financial Services Consultant (since 1996) |
| 2009-02-27 | Financial Services Consultant (since 1996) |
| 2010-02-23 | George R. Gaspari (Age 69) - Financial Services Consultant |
| 2011-02-25 | Mr. Gaspari has significant investment management and financial markets experience as a director and chairman of exchange-traded funds, a financial services consultant. |
| 2012-02-24 | Mr. Gaspari has significant investment management and financial markets experience as a director and chairman of exchange-traded funds, a financial services consultant. |
| 2012-11-09 | The following table shows the dollar range and the number of shares of equity securities beneficially owned by each Trustee/Director and named executive officer as of December 31, 2011 of Growth Fund and of Equity Fund. |
| 2013-06-28 | Mr. Gaspari has significant investment management and financial markets experience as a director and chairman of exchange-traded funds, a financial services consultant. |
| 2014-06-25 | Mr. Gaspari has significant investment management and financial markets experience as a director and chairman of exchange-traded funds, a financial services consultant. |
| 2015-07-06 | Mr. Gaspari has significant investment management and financial markets experience as a director and chairman of exchange-traded funds, a financial services consultant and multiple years of service as a Trustee of the Equity Fund and a Director of the Growth Fund. |
| 2015-10-09 | George R. Gaspari - Independent Trustee, owns shares, no technical background mentioned. |
| 2016-01-15 | George R. Gaspari - Independent Trustee |
| 2016-07-01 | Mr. Gaspari has significant investment management and financial markets experience as a director and chairman of exchange-traded funds, a financial services consultant. |
| 2017-07-03 | George R. Gaspari: Mr. Gaspari has significant investment management and financial markets experience as a director and chairman of exchange-traded funds, a financial services consultant and multiple years of service as a Trustee of the Equity Fund and a Director of the Growth Fund. |
| 2018-06-28 | Mr. Gaspari has significant investment management and financial markets experience as a director and chairman of exchange-traded funds, a financial services consultant. |
| 2019-06-28 | Financial Services Consultant (1996-2012) |
| 2020-06-24 | Mr. Gaspari has significant investment management and financial markets experience as a director and chairperson of exchange-traded funds, a financial services consultant and multiple years of service as a Trustee of the Equity Fund and a Director of the Growth Fund. |
| 2021-06-30 | George R. Gaspari has significant investment management and financial markets experience as a director and chairperson of exchange-traded funds, a financial services consultant and multiple years of service as a Trustee of the Equity Fund and a Director of the Growth Fund. |
| 2022-06-30 | Mr. Gaspari has significant investment management and financial markets experience as a director and chairperson of exchange-traded funds, a financial services consultant and multiple years of service as a Trustee of the Equity Fund and a Director of the Growth Fund. |
| Filing Date | Source Excerpt |
|---|---|
| 2006-09-29 | George R. Gaspari (Age 66)... Financial Services Consultant (since 1996). |
| 2007-03-01 | Financial Services Consultant (since 1996) |
| 2008-02-29 | Financial Services Consultant (since 1996) |
| 2009-02-27 | Financial Services Consultant (since 1996) |
| 2010-02-23 | George R. Gaspari (Age 69) Trustee Since 2006, Term Expires 2011 Director Since 2006, Term Expires 2010 Financial Services Consultant (since 1996) |
| 2011-04-15 | Mr. Gaspari has significant investment management and financial markets experience as a director and chairman of exchange-traded funds, a financial services consultant. |
| 2012-07-16 | Mr. Gaspari has significant investment management and financial markets experience as a director and chairman of exchange-traded funds, a financial services consultant. |
| 2012-11-09 | The following table shows the dollar range and the number of shares of equity securities beneficially owned by each Trustee/Director and named executive officer as of December 31, 2011 of Growth Fund and of Equity Fund. |
| 2013-06-28 | Mr. Gaspari has significant investment management and financial markets experience as a director and chairman of exchange-traded funds, a financial services consultant. |
| 2015-07-06 | Mr. Gaspari has significant investment management and financial markets experience as a director and chairman of exchange-traded funds, a financial services consultant and multiple years of service as a Trustee of the Equity Fund and a Director of the Growth Fund. |
| 2016-07-01 | Mr. Gaspari has significant investment management and financial markets experience as a director and chairman of exchange-traded funds, a financial services consultant. |
| 2017-04-28 | Name of Directors and Executive Officers: George R. Gaspari |
| 2017-07-03 | George R. Gaspari: Mr. Gaspari has significant investment management and financial markets experience as a director and chairman of exchange-traded funds, a financial services consultant and multiple years of service as a Trustee of the Equity Fund and a Director of the Growth Fund. |
| 2018-06-28 | Mr. Gaspari has significant investment management and financial markets experience as a director and chairman of exchange-traded funds, a financial services consultant. |
| 2019-06-28 | Financial Services Consultant (1996-2012) |
| 2020-06-24 | Mr. Gaspari has significant investment management and financial markets experience as a director and chairperson of exchange-traded funds, a financial services consultant and multiple years of service as a Trustee of the Equity Fund and a Director of the Growth Fund. |
| 2021-06-30 | George R. Gaspari: Mr. Gaspari has significant investment management and financial markets experience as a director and chairperson of exchange-traded funds, a financial services consultant and multiple years of service as a Trustee of the Equity Fund and a Director of the Growth Fund. |
| 2022-06-30 | Financial Services Consultant (1996-2012) |
Data sourced from SEC filings. Last updated: 2025-07-01