Corporate Board Profile
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| Filing Date | Source Excerpt |
|---|---|
| 2012-09-13 | Grace K. Fey (1946) Nominee... Chief Executive Officer, Grace Fey Advisors... Trustee of John Hancock Variable Insurance Trust and John Hancock Funds II... Aggregate Compensation: $270,000. |
| 2013-12-24 | Grace K. Fey Chief Executive Officer, Grace Fey Advisors (since 2007); Director and Executive Vice President, Frontier Capital Management Company (1988-2007); Director, Fiduciary Trust (since 2009). Trustee, John Hancock retail funds (since 2012); Trustee, John Hancock Variable Insurance Trust and John Hancock Funds II (since 2008). Contracts, Legal & Risk Committee member Aggregate Compensation for the Fiscal Year Ended October 31, 2013 Grace K. Fey $4,340 Income Securities, $4,340 Investors. |
| 2014-11-25 | Grace K. Fey (1946) Trustee Chief Executive Officer, Grace Fey Advisors (since 2007); Director and Executive Vice President, Frontier Capital Management Company (1988-2007); Director, Fiduciary Trust (since 2009). Contracts, Legal & Risk 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 | Grace K. Fey (1946) Trustee Chief Executive Officer, Grace Fey Advisors (since 2007); Director and Executive Vice President, Frontier Capital Management Company (1988-2007); Director, Fiduciary Trust (since 2009). Trustee, John Hancock Collateral Trust and John Hancock Exchange-Traded Fund Trust (since 2015); Trustee, John Hancock retail funds (since 2012); Trustee, John Hancock Variable Insurance Trust and John Hancock Funds II (since 2008). 2012 4000 annual retainer from each fund. |
| 2016-11-18 | Grace K. Fey (1946) Trustee Chief Executive Officer, Grace Fey Advisors (since 2007); Director and Executive Vice President, Frontier Capital Management Company (1988–2007); Director, Fiduciary Trust (since 2009). Trustee, John Hancock Collateral Trust and John Hancock Exchange-Traded Fund Trust (since 2015); Trustee, John Hancock retail funds (since 2012); Trustee, John Hancock Variable Insurance Trust and John Hancock Funds II (since 2008). 2012 228 Aggregate Compensation for the Fiscal Year Ended October 31, 2016 Grace K. Fey $4,000 $4,000 $367,000 |
| 2017-12-14 | Grace K. Fey (1946) Trustee Chief Executive Officer, Grace Fey Advisors (since 2007); Director and Executive Vice President, Frontier Capital Management Company (1988–2007); Director, Fiduciary Trust (since 2009). 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 Variable Insurance Trust and John Hancock Funds II (since 2008). Compliance Committee The Board also has a standing Compliance Committee (Mses. Fey and Jackson and Mr. Cunningham). This Committee reviews and makes recommendations to the full Board regarding certain compliance matters relating to the funds. Ms. Fey serves as Chairperson of this Committee. This 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 Grace K. Fey $4,000 $4,000 $394,000 |
| 2018-12-13 | Grace K. Fey (1946) Trustee Chief Executive Officer, Grace Fey Advisors (since 2007); Director and Executive Vice President, Frontier Capital Management Company (1988–2007); Director, Fiduciary Trust (since 2009). 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 Variable Insurance Trust and John Hancock Funds II (since 2008). 2012 214 Aggregate Compensation for the Fiscal Year Ended October 31, 2018 Grace K. Fey $4,000 $4,000 $409,000 |
| 2019-12-12 | Grace K. Fey (1946) Trustee Chief Executive Officer, Grace Fey Advisors (since 2007); Director and Executive Vice President, Frontier Capital Management Company (1988–2007). Trustee Since 2012 Compliance Committee Chairperson Each Independent Trustee receives an annual retainer of $40,000 from all funds; Fey received $4,000 from each of the two funds. |
| 2022-12-15 | Grace K. Fey(1946)Trustee Chief Executive Officer, Grace Fey Advisors (since 2007); Director and Executive Vice President, Frontier Capital Management Company (1988–2007); Director, Fiduciary Trust (since 2009). Trustee of various trusts within the John Hancock Fund Complex (since 2008). Trustee Since 2012 Number of Funds in John Hancock Fund Complex 183. The Board has a Compliance Committee (Mses. Fey and Jackson, and Mr. Garfield). This Committee reviews and makes recommendations to the full Board regarding certain compliance matters relating to the funds. Ms. Fey serves as Chairperson of this Committee. Compensation: $470,000. |
| 2023-12-14 | Grace K. Fey (1946) Trustee since 2012. Chief Executive Officer, Grace Fey Advisors (since 2007); Director and Executive Vice President, Frontier Capital Management Company (1988–2007); Director, Fiduciary Trust (since 2009). Trustee of various trusts within the John Hancock Fund Complex (since 2008). Compensation: $630,000 total for all funds in the John Hancock Fund Complex. |
| 2024-12-12 | Grace K. Fey (1946) - Trustee since 2012; CEO, Grace Fey Advisors (since 2007); Director and Executive Vice President, Frontier Capital Management Company (1988–2007); Trustee of various trusts within the John Hancock Fund Complex (since 2008). Compensation: $704,020. |
| Filing Date | Source Excerpt |
|---|---|
| 2012-09-13 | Grace K. Fey (1946) Nominee - CEO, Grace Fey Advisors. Trustee of John Hancock Variable Insurance Trust and John Hancock Funds II. Total compensation: $270,000. |
| 2013-12-24 | Grace K. Fey - Chief Executive Officer, Grace Fey Advisors (since 2007); Director and Executive Vice President, Frontier Capital Management Company (1988-2007); Director, Fiduciary Trust (since 2009). Trustee, John Hancock retail funds (since 2012); Trustee, John Hancock Variable Insurance Trust and John Hancock Funds II (since 2008). Contracts, Legal & Risk Committee member. Compensation: $4,340 for Income Securities and $4,340 for Investors. |
| 2014-11-25 | Grace K. Fey (1946) Trustee Chief Executive Officer, Grace Fey Advisors (since 2007); Director and Executive Vice President, Frontier Capital Management Company (1988-2007); Director, Fiduciary Trust (since 2009). Contracts, Legal & Risk 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 | Grace K. Fey (1946) Trustee Chief Executive Officer, Grace Fey Advisors (since 2007); Director and Executive Vice President, Frontier Capital Management Company (1988-2007); Director, Fiduciary Trust (since 2009). Trustee, John Hancock Collateral Trust and John Hancock Exchange-Traded Fund Trust (since 2015); Trustee, John Hancock retail funds (since 2012); Trustee, John Hancock Variable Insurance Trust and John Hancock Funds II (since 2008). 2012 $4000 Contracts, Legal & Risk Committee member. |
| 2016-11-18 | Grace K. Fey (1946) Trustee Chief Executive Officer, Grace Fey Advisors (since 2007); Director and Executive Vice President, Frontier Capital Management Company (1988–2007); Director, Fiduciary Trust (since 2009). Trustee, John Hancock Collateral Trust and John Hancock Exchange-Traded Fund Trust (since 2015); Trustee, John Hancock retail funds (since 2012); Trustee, John Hancock Variable Insurance Trust and John Hancock Funds II (since 2008). 2012 228 The Board also has a standing Contracts, Legal & Risk Committee (Ms. Fey and Messrs. Pruchansky and Russo). This Committee oversees the initiation, operation, and renewal of the various contracts between the funds and other entities. These contracts include advisory and subadvisory agreements, custodial and transfer agency agreements and arrangements with other service providers. The Committee also reviews the significant legal affairs of the funds, as well as any significant regulatory and legislative actions or proposals affecting or relating to the funds or their service providers. The Committee also assists the Board in its oversight role with respect to the processes pursuant to which the Advisor and the Subadvisor identify, manage and report the various risks that affect or could affect the funds. Mr. Russo serves as Chairperson of this Committee. The Contracts, Legal & Risk Committee held four meetings during the fiscal year ended October 31, 2016. The Board also has an Investment Committee composed of all of the Trustees. The Investment Committee has five subcommittees with the Trustees divided among the five subcommittees (each an "Investment Sub-Committee"). Each Investment Sub-Committee reviews investment matters relating to a particular group of funds and coordinates with the full Board regarding investment matters. Mses. Fey and Jackson and Messrs. Hoffman, Bardelis and Cunningham serve as Chairpersons of the Investment Sub-Committees. The Investment Sub-Committee that oversees the funds held five meetings during the fiscal year ended October 31, 2016. Aggregate Compensation for the Fiscal Year Ended October 31, 2016 Grace K. Fey $4,000 $4,000 $367,000 |
| 2017-12-14 | Grace K. Fey (1946) Trustee Chief Executive Officer, Grace Fey Advisors (since 2007); Director and Executive Vice President, Frontier Capital Management Company (1988–2007); Director, Fiduciary Trust (since 2009). 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 Variable Insurance Trust and John Hancock Funds II (since 2008). 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 $394,000 |
| 2018-12-13 | Grace K. Fey (1946) Trustee Chief Executive Officer, Grace Fey Advisors (since 2007); Director and Executive Vice President, Frontier Capital Management Company (1988–2007); Director, Fiduciary Trust (since 2009). 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 Variable Insurance Trust and John Hancock Funds II (since 2008). 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. Grace K. Fey receives $4,000 from Income Securities Trust and $4,000 from Investors Trust. |
| 2019-12-12 | Grace K. Fey (1946) Trustee Chief Executive Officer, Grace Fey Advisors (since 2007); Director and Executive Vice President, Frontier Capital Management Company (1988–2007). Trustee Since 2012 Compliance Committee Chairperson Each Independent Trustee receives an annual retainer of $40,000 from all funds; Fey received $4,000 from each of the two funds. |
| 2020-12-10 | Grace K. Fey(1946)Trustee Chief Executive Officer, Grace Fey Advisors (since 2007); Director and Executive Vice President, Frontier Capital Management Company (1988–2007); Director, Fiduciary Trust (since 2009).Trustee of various trusts within the John Hancock Fund Complex (since 2008). The Board also has a standing Compliance Committee (Mses. Fey and Jackson and Mr. Cunningham). This Committee reviews and makes recommendations to the full Board regarding certain compliance matters relating to the funds. Ms. Fey 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 Grace K. Fey $4,000 $4,000 $430,000 |
| 2022-12-15 | Grace K. Fey(1946)Trustee Chief Executive Officer, Grace Fey Advisors (since 2007); Director and Executive Vice President, Frontier Capital Management Company (1988–2007); Director, Fiduciary Trust (since 2009).Trustee of various trusts within the John Hancock Fund Complex (since 2008). |
| 2023-12-14 | Grace K. Fey (1946) Trustee since 2012. Chief Executive Officer, Grace Fey Advisors (since 2007); Director and Executive Vice President, Frontier Capital Management Company (1988–2007); Director, Fiduciary Trust (since 2009). Trustee of various trusts within the John Hancock Fund Complex (since 2008). |
| 2024-12-12 | Grace K. Fey (1946) - Trustee since 2012; Chairperson of Compliance Committee; compensation $704,020. |
| Filing Date | Source Excerpt |
|---|---|
| 2012-09-13 | As a consultant to nonprofit and corporate boards, and as a former director and executive of an investment management firm, Ms. Fey has experience in the investment management industry. |
| 2013-12-24 | Chief Executive Officer, Grace Fey Advisors (since 2007); Director and Executive Vice President, Frontier Capital Management Company (1988-2007); Director, Fiduciary Trust (since 2009). |
| 2016-11-18 | Grace K. Fey (1946) Trustee - Chief Executive Officer, Grace Fey Advisors; Director and Executive Vice President, Frontier Capital Management Company; Director, Fiduciary Trust. |
| 2019-12-12 | Chief Executive Officer, Grace Fey Advisors (since 2007); Director and Executive Vice President, Frontier Capital Management Company (1988–2007); Director, Fiduciary Trust (since 2009). |
| 2021-12-09 | Chief Executive Officer, Grace Fey Advisors; Director and Executive Vice President, Frontier Capital Management Company. |
| 2022-12-15 | Chief Executive Officer, Grace Fey Advisors; Director and Executive Vice President, Frontier Capital Management Company; governance, financial services, and asset management industry expertise. |
| 2023-12-14 | Chief Executive Officer, Grace Fey Advisors (since 2007); Director and Executive Vice President, Frontier Capital Management Company (1988–2007); Director, Fiduciary Trust (since 2009). |
Data sourced from SEC filings. Last updated: 2025-08-30