Corporate Board Profile
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| Filing Date | Source Excerpt |
|---|---|
| 2018-02-26 | Lauriann C. Kloppenburg, 57, Retired Chief Strategy Officer and former Chief Investment Officer - Equity Group of Loomis Sayles & Company, LP. Member of Audit Committee. Joined Board in October 2017 and received a retainer of $15,000 for 2017. |
| 2019-02-27 | Lauriann C. Kloppenburg, 58, Retired Chief Strategy Officer and former Chief Investment Officer - Equity Group of Loomis Sayles & Company, LP. ... Ms. Kloppenburg serves on the Audit and Compensation Committees. ... Ms. Kloppenburg received $65,000 annual retainer fee, total $130,000. |
| 2020-02-24 | Lauriann C. Kloppenburg, 59, Retired Chief Strategy Officer and former Chief Investment Officer - Equity Group of Loomis Sayles & Company. ... Ms. Kloppenburg serves on Audit Committee and Compensation Committee. ... Ms. Kloppenburg received $65,000 annual retainer fee. |
| 2021-02-23 | Lauriann C. Kloppenburg, 60, Retired Chief Strategy Officer and former Chief Investment Officer - Equity Group of Loomis Sayles & Company, LP. ... Audit Committee: Mr. Dale (Chair), Mr. Escherich, Dr. Gale, and Ms. Kloppenburg ... Compensation Committee: Ms. Kloppenburg (Chair), Dr. Arzac, Dr. Gale, and Dr. Smith** ... Executive Committee: Dr. McGahran (Chair), Mr. Dale, Mr. Escherich, Ms. Kloppenberg, and Mr. Stoeckle ... During 2020, Ms. Kloppenburg received $66,500 plus committee chair fees totaling $133,000. |
| 2022-02-16 | Ms. Kloppenburg brings a wealth of knowledge... She has been deemed an audit committee financial expert... She is Chair of the Compensation Committee and member of Nominating and Governance and Executive Committees. She received $68,000 plus $3,000 for committee chair, total $136,000. |
| 2023-02-24 | Ms. Kloppenburg brings a wealth of knowledge of securities investing. She has been deemed an audit committee financial expert. The following table sets forth for each of the persons named below the aggregate compensation received from the Fund during the calendar year ended December 31, 2022, for services in all capacities: Lauriann C. Kloppenburg, Director, $68,000; Total Compensation from Fund and Fund Complex paid to Directors: $136,000. |
| 2024-02-05 | Ms. Kloppenburg is a retired Chief Strategy Officer and former Chief Investment Officer at Loomis Sayles & Company. She has been deemed an audit committee financial expert. She is Chair of the Compensation Committee and a member of the Audit Committee and Nominating and Governance Committee. Each director who is not an interested person receives a retainer fee of $65,000, and committee chairs receive $3,000. Ms. Kloppenburg's total compensation was $136,000. |
| 2025-02-19 | Lauriann C. Kloppenburg, 64, Class I Director. Retired Chief Strategy Officer and former Chief Investment Officer ‑ Equity Group of Loomis Sayles & Company, LP. |
| Filing Date | Source Excerpt |
|---|---|
| 2018-02-26 | Lauriann C. Kloppenburg, 57, Retired Chief Strategy Officer and former Chief Investment Officer - Equity Group of Loomis Sayles & Company, LP... Audit Committee members include Ms. Kloppenburg... Since Ms. Kloppenburg joined the Board in October 2017, she received a retainer of $15,000 for her service in 2017... plus $2,500 for committee chairmanship, totaling $30,000. |
| 2019-02-27 | Lauriann C. Kloppenburg, 58, Retired Chief Strategy Officer and former Chief Investment Officer - Equity Group of Loomis Sayles & Company, LP. ... Ms. Kloppenburg serves on Audit Committee and Compensation Committee. ... Ms. Kloppenburg received $65,000 annual retainer fee and $130,000 total compensation from Fund and Fund Complex. |
| 2020-02-24 | Lauriann C. Kloppenburg, 59, Retired Chief Strategy Officer and former Chief Investment Officer - Equity Group of Loomis Sayles & Company, LP. ... Ms. Kloppenburg is member of Audit and Compensation Committees. ... Ms. Kloppenburg received $65,000 annual retainer fee. |
| 2021-02-23 | Lauriann C. Kloppenburg, 60, Retired Chief Strategy Officer and former Chief Investment Officer - Equity Group of Loomis Sayles & Company, LP. ... Ms. Kloppenburg has been deemed an audit committee financial expert ... Mr. Dale (Chair), Mr. Escherich, Dr. Gale, and Ms. Kloppenburg ... constitute the membership of the Board’s Audit Committee ... During 2020, each director who is not an interested person, except for Dr. McGahran, received an annual retainer fee of $65,000. ... Lauriann C. Kloppenburg Director(a)(b)(c) 66,500 ... $133,000 |
| 2022-02-16 | Ms. Kloppenburg brings a wealth of knowledge... Ms. Kloppenburg has been deemed an audit committee financial expert... Ms. Kloppenburg (Chair) of the Compensation Committee... The total amount of fees paid to independent directors in 2021 was $511,083. During 2021, Ms. Kloppenburg received $68,000 and total compensation from Fund and Fund Complex was $136,000. |
| 2023-02-24 | Ms. Kloppenburg has been deemed an audit committee financial expert, as that term is defined in federal securities regulations, by her fellow directors. She is Chair of the Compensation Committee, and a member of the Executive Committee and the Nominating and Governance Committee. Each director who is not an interested person receives an retainer fee of $65,000 for the fiscal year corresponding to their term of service. In addition, the Board Chair receives $20,000 and Chairperson of each committee receives $3,000. Ms. Kloppenburg's total compensation was $136,000. |
| 2024-02-15 | Ms. Kloppenburg is a retired Chief Strategy Officer and former Chief Investment Officer at Loomis Sayles & Company. She is a member of the Audit Committee, Chair of the Compensation Committee, Executive Committee, and Nominating and Governance Committee. Independent directors receive $65,000 annually, committee chairs receive $3,000, and the Board Chair receives $20,000. Ms. Kloppenburg received $68,000 from the Fund and $136,000 total from the Fund and Fund Complex in 2023. |
| 2025-02-19 | Lauriann C. Kloppenburg, 64, Class I Director. Retired Chief Strategy Officer and former Chief Investment Officer ‑ Equity Group of Loomis Sayles & Company, LP. |
Data sourced from SEC filings. Last updated: 2025-08-30