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 | Ms. Kloppenburg is the most recent addition to the Board and joined it in October 2017. She brings a wealth of knowledge of securities investing and the investment management industry to the Board. |
| 2019-02-27 | Ms. Kloppenburg brings a wealth of knowledge of securities investing and the investment management industry to the Board. |
| 2020-02-24 | Ms. Kloppenburg brings a wealth of knowledge of securities investing and the investment management industry to the Board. |
| 2021-02-23 | Ms. Kloppenburg brings a wealth of knowledge of securities investing and the investment management industry to the Board. |
| 2022-02-16 | Ms. Kloppenburg brings a wealth of knowledge of securities investing and the investment management industry to the Board. |
| 2023-02-24 | Ms. Kloppenburg brings a wealth of knowledge of securities investing and the investment management industry to the Board. |
| 2024-02-15 | Ms. Kloppenburg brings a wealth of knowledge of securities investing and the investment management industry to the Board. |
| 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: 2025-07-01