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). ... Trustee and Chairman, The Select Sector SPDR Trust (since 1998). |
| 2007-03-01 | George R. Gaspari (Age 66) Trustee Since 2006, Term Expires 2008; Director Since 2006, Term Expires 2007; Financial Services Consultant (since 1996); 2 portfolios overseen; Trustee and Chairman, The Select Sector SPDR Trust (since 1998); All the Trustees/Directors are members of each Fund’s Audit Committee except for Mr. Burke; Aggregate Compensation from the Equity Fund None, from the Growth Fund None, Total None. |
| 2008-02-29 | George R. Gaspari (Age 67) Trustee Since 2006, Term Expires 2008 Director Since 2006, Term Expires 2010 Financial Services Consultant (since 1996) 2 portfolios overseen; Trustee and Chairman, The Select Sector SPDR Trust (since 1999). All the Trustees/Directors are members of each Funds Audit Committee except for Mr. Burke. Compensation: $29,892.94 from Equity Fund, $6,107.06 from Growth Fund, total $36,000. |
| 2009-02-27 | George R. Gaspari (Age 68) Trustee Since 2006, Term Expires 2011 Director Since 2006, Term Expires 2010 Financial Services Consultant (since 1996); 2 portfolios overseen; Trustee and Chairman, The Select Sector SPDR Trust (since 1999). All the Trustees/Directors are members of each Fund's Audit Committee except for Mr. Burke. Compensation: $36,000 total. |
| 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); All the Trustees/Directors are members of each Fund’s Audit Committee except for Mr. Burke; Aggregate Compensation from the Fund Complex: $37,000. |
| 2011-04-15 | George R. Gaspari (Age 70) Director Since 2006, Term Expires 2013 Financial Services Consultant Audit Committee member Aggregate Compensation from the Growth Fund $9,478.34 |
| 2012-07-16 | George R. Gaspari (Age 71) Director Since 2006, Term Expires 2013 Financial Services Consultant (since 1996) Trustee and Chairman, The Select Sector SPDR Trust (since 1999); Trustee, Liberty All-Star Equity Fund (since 2006) The Fund has a separately designated Audit Committee. Messrs. Benning, Brock, Gaspari, Lowry, Neuhauser and Rantzow (Committee Chairman) are members of the Audit Committee of the Fund. The Fund's Audit Committee is composed only of members who are Independent Directors. Director Compensation The following table shows, for the fiscal year ended December 31, 2011, the compensation received from the Fund by the Directors, and the aggregate compensation paid to the Directors for service on the Boards of funds within the Fund Complex. George R. Gaspari $10,357 Aggregate Compensation from the Growth Fund $39,000 Total Compensation from the Fund Complex. |
| 2013-06-28 | George R. Gaspari (Age 73) Trustee Since 2006, Term Expires 2014 Director Since 2006, Term Expires 2013 Financial Services Consultant (since 1996) 2 portfolios overseen Trustee and Chairman, The Select Sector SPDR Trust (since 1999) Aggregate Compensation from Equity Fund $32,350, Growth Fund $11,150, Total $43,500 |
| 2014-06-25 | George R. Gaspari (Age 74) ... Director Since 2006, Term Expires 2016 ... Messrs. Benning, Brock, Gaspari, Lowry, Neuhauser and Rantzow (Committee Chairman) are members of the Audit Committee of each Fund ... Aggregate Compensation from the Growth Fund $9,468 |
| 2015-07-06 | George R. Gaspari Year of Birth: 1940 Trustee since 2006; Term expires 2017 Director since 2006; Term expires 2016 Financial Services Consultant (1996-2012) Members of the Audit Committees are John A. Benning, Thomas W. Brock, George R. Gaspari, Richard W. Lowry, John J. Neuhauser and Richard C. Rantzow (Committee Chairman) Compensation: $25,638 from Equity Fund, $7,862 from Growth Fund, total $33,500. |
| 2016-07-01 | 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. The Funds have separately designated Audit Committees. Messrs. Benning, Brock, Gaspari, Neuhauser and Rantzow (Committee Chairman) are members of the Audit Committee of each Fund. The following table shows, for the fiscal year ended December 31, 2015, the compensation received from each Fund by the Trustees/Directors and the aggregate compensation paid to the Trustees/Directors for service on the Boards of Funds within the Fund Complex. Neither Fund has a bonus, profit sharing or retirement plan. George R. Gaspari $32,489 $10,010 $42,500. Each Fund’s Nominating and Governance Committee of the Board of Trustees/Directors (“Nominating and Governance Committee” or the “Committee”) is comprised of five independent Trustees/Directors namely Messrs. Benning (Chairman), Brock, Gaspari, Neuhauser and Rantzow. |
| 2017-04-28 | To the knowledge of the Fund, on the Record Date for the Special Meeting, the following Directors and executive officers were known to own the following shares of the Fund: Name of Directors and Executive Officers Independent Directors George R. Gaspari # of Shares Owned: 1,510.65 Type of Ownership: Direct |
| 2017-07-03 | George R. Gaspari Year of Birth: 1940; Trustee since 2006; Director since 2006; Audit Committee member; Nominating and Governance Committee member; Compensation from Equity Fund $29,176, Growth Fund $8,824, Total $38,000. |
| 2018-06-28 | George R. Gaspari Year of Birth: 1940 Trustee since 2006; Director since 2006 Audit Committee member Nominating and Governance Committee member Compensation: $29,113 from Equity Fund, $8,887 from Growth Fund, total $38,000. |
| 2019-06-28 | George R. Gaspari Year of Birth: 1940 Trustee since 2006; Term expires 2020 Director since 2006; Term expires 2019 Financial Services Consultant (1996-2012) Trustee (since 1999) and Chairman – Audit Committee (since January 2015), The Select Sector SPDR Trust Aggregate Compensation from the Equity Fund $28,980 Aggregate Compensation from the Growth Fund $10,020 Total Compensation $39,000 Audit Committee members: Messrs. Brock, Gaspari, Irvin, Neuhauser and Ms. Usifer (Committee Chairman) Nominating and Governance Committee members: Messrs. Brock, Gaspari, Irvin, Neuhauser (Committee Chairman) and Ms. Usifer. |
| 2020-06-24 | George R. Gaspari Year of Birth: 1940 Trustee since 2006; Term expires 2020 Director since 2006; Term expires 2022 Financial Services Consultant (1996-2012) 2 portfolios overseen Trustee (since 1999) and Chairman – Audit Committee (since January 2015), The Select Sector SPDR Trust Audit Committee member, Nominating and Governance Committee member |
| 2021-06-30 | George R. Gaspari Year of Birth: 1940 Trustee since 2006; Term expires 2023 Director since 2006; Term expires 2022 Financial Services Consultant (1996-2012) 2 Trustee (since 1999) and Chairman – Audit Committee (since January 2015), The Select Sector SPDR Trust Audit Committee The Funds have separately designated Audit Committees. Messrs. Brock, Gaspari, Irvin, Neuhauser and Ms. Usifer (Committee Chairman) are members of the Audit Committee of each Fund. Nomination Information Each Fund’s Nominating and Governance Committee of the Board of Trustees/Directors (“Nominating and Governance Committee” or the “Committee”) is comprised of five independent Trustees/Directors namely Messrs. Brock, Gaspari, Irvin, Neuhauser (Committee Chairman) and Ms. Usifer. |
| 2022-06-30 | George R. Gaspari Year of Birth: 1940 Trustee since 2006; Director since 2006; Financial Services Consultant (1996-2012) Aggregate Compensation from the Equity Fund $59,058, from the Growth Fund $23,942, total $83,000. Member of Audit Committee and Nominating and Governance Committee. |
Data sourced from SEC filings. Last updated: 2025-08-30