Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2003-02-28 | Retired since December, 1999; Senior Vice President, General Counsel and Secretary, Liberty Financial Companies, Inc. (July, 1985 to December, 1999); Vice President, Secretary and Director, Liberty Asset Management Company (August, 1985 to December, 1999) |
| 2004-04-02 | Retired since December, 1999; Senior Vice President, General Counsel and Secretary, Liberty Financial Companies, Inc. (July, 1985 to December, 1999); Vice President, Secretary and Director, Liberty Asset Management Company (August, 1985 to December, 1999) |
| 2005-03-24 | Retired since December, 1999; Senior Vice President, General Counsel and Secretary, Liberty Financial Companies, Inc. (July, 1985 to December, 1999); Vice President, Secretary and Director, Liberty Asset Management Company (August, 1985 to December, 1999) |
| 2006-03-17 | Retired since December 1999 (formerly Senior Vice President, General Counsel and Secretary, Liberty Financial Companies, Inc. (July 1985 to December 1999); Vice President, Secretary and Director, Liberty Asset Management Company (August 1985 to December 1999)) |
| 2006-09-29 | John A. Benning (Age 72)...Principal Occupation(s) During Past Five Years: Retired (since December 1999). |
| 2007-03-01 | Retired since December, 1999; Senior Vice President, General Counsel and Secretary, Liberty Financial Companies Inc. (July, 1985 to December, 1999) |
| 2008-02-29 | Retired since December, 1999; Senior Vice President, General Counsel and Secretary, Liberty Financial Companies Inc. (July, 1985 to December, 1999) |
| 2009-02-27 | Retired since December, 1999; Senior Vice President, General Counsel and Secretary, Liberty Financial Companies Inc. (July, 1985 to December, 1999); |
| 2010-02-23 | John A. Benning (Age 75) - Retired since December, 1999 |
| 2011-02-25 | Mr. Benning has extensive experience in the investment management business, as senior vice president, general counsel and secretary of a financial services company that provides investment management services. |
| 2012-02-24 | Mr. Benning has extensive experience in the investment management business, as senior vice president, general counsel and secretary of a financial services company that provides investment management services. |
| 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. Benning has extensive experience in the investment management business, as senior vice president, general counsel and secretary of a financial services company that provides investment management services. |
| 2014-06-25 | Mr. Benning has extensive experience in the investment management business, as senior vice president, general counsel and secretary of a financial services company that provides investment management services. |
| 2015-07-06 | Mr. Benning has extensive experience in the investment management business, as senior vice president, general counsel and secretary of a financial services company that provides investment management services, including mutual fund, private capital and institutional asset management services. |
| 2015-10-09 | John A. Benning - Independent Trustee, owns shares, no technical background mentioned. |
| 2016-01-15 | John A. Benning - Independent Trustee |
| 2016-07-01 | Mr. Benning has extensive experience in the investment management business, as senior vice president, general counsel and secretary of a financial services company that provides investment management services. |
| 2017-07-03 | John A. Benning: Mr. Benning has extensive experience in the investment management business, as senior vice president, general counsel and secretary of a financial services company that provides investment management services, including mutual fund, private capital and institutional asset management services, and multiple years of service as a Trustee of the Equity Fund and Director of the Growth Fund. |
| 2018-06-28 | Mr. Benning has extensive experience in the investment management business, as senior vice president, general counsel and secretary of a financial services company that provides investment management services. |
| Filing Date | Source Excerpt |
|---|---|
| 2003-02-28 | Retired since December, 1999; Senior Vice President, General Counsel and Secretary, Liberty Financial Companies, Inc. (July, 1985 to December, 1999); Vice President, Secretary and Director, Liberty Asset Management Company (August, 1985 to December, 1999) |
| 2004-04-02 | Retired since December, 1999; Senior Vice President, General Counsel and Secretary, Liberty Financial Companies, Inc. (July, 1985 to December, 1999); Vice President, Secretary and Director, Liberty Asset Management Company (August, 1985 to December, 1999) |
| 2005-03-24 | Retired since December, 1999; Senior Vice President, General Counsel and Secretary, Liberty Financial Companies, Inc. (July, 1985 to December, 1999); Vice President, Secretary and Director, Liberty Asset Management Company (August, 1985 to December, 1999) |
| 2006-03-17 | Retired since December 1999 (formerly Senior Vice President, General Counsel and Secretary, Liberty Financial Companies, Inc. (July 1985 to December 1999); Vice President, Secretary and Director, Liberty Asset Management Company (August 1985 to December 1999)) |
| 2006-09-29 | John A. Benning (Age 72)... Retired (since December 1999). |
| 2007-03-01 | Retired since December, 1999; Senior Vice President, General Counsel and Secretary, Liberty Financial Companies Inc. (July, 1985 to December, 1999) |
| 2008-02-29 | Retired since December, 1999; Senior Vice President, General Counsel and Secretary, Liberty Financial Companies Inc. (July, 1985 to December, 1999) |
| 2009-02-27 | Retired since December, 1999; Senior Vice President, General Counsel and Secretary, Liberty Financial Companies Inc. (July, 1985 to December, 1999); |
| 2010-02-23 | John A. Benning (Age 75) Trustee Since 2002, Term expires 2012 Director Since 2002; Term expires 2011 Retired since December, 1999 |
| 2011-04-15 | Mr. Benning has extensive experience in the investment management business, as senior vice president, general counsel and secretary of a financial services company that provides investment management services. |
| 2012-07-16 | Mr. Benning has extensive experience in the investment management business, as senior vice president, general counsel and secretary of a financial services company that provides investment management services. |
| 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. Benning has extensive experience in the investment management business, as senior vice president, general counsel and secretary of a financial services company that provides investment management services. |
| 2014-06-25 | Mr. Benning has extensive experience in the investment management business, as senior vice president, general counsel and secretary of a financial services company that provides investment management services. |
| 2015-07-06 | Mr. Benning has extensive experience in the investment management business, as senior vice president, general counsel and secretary of a financial services company that provides investment management services, including mutual fund, private capital and institutional asset management services, and multiple years of service as a Trustee of the Equity Fund and Director of the Growth Fund. |
| 2016-07-01 | Mr. Benning has extensive experience in the investment management business, as senior vice president, general counsel and secretary of a financial services company that provides investment management services. |
| 2017-04-28 | Name of Directors and Executive Officers: John A. Benning |
| 2017-07-03 | John A. Benning: Mr. Benning has extensive experience in the investment management business, as senior vice president, general counsel and secretary of a financial services company that provides investment management services, including mutual fund, private capital and institutional asset management services, and multiple years of service as a Trustee of the Equity Fund and Director of the Growth Fund. |
| 2018-06-28 | Mr. Benning has extensive experience in the investment management business, as senior vice president, general counsel and secretary of a financial services company that provides investment management services. |
Data sourced from SEC filings. Last updated: 2025-07-01