PATTI MCGILL PETERSON

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JOHN HANCOCK INCOME SECURITIES TRUST

Filing Date Source Excerpt
2002-01-24 Dennis S. Aronowitz $992 $1,035 $75,000 Richard P. Chapman, Jr.* 1,035 1,080 78,100 William J. Cosgrove* 950 991 72,000 Leland O. Erdahl+ 233 244 18,000 Richard A. Farrell 950 991 72,000 Gail D. Fosler 992 1,035 75,000 William F. Glavin* 950 992 72,000 John A. Moore* 993 1,051 75,100 Patti McGill Peterson 949 991 72,000 John W. Pratt 950 991 72,000 ------ ------ --------- Totals $8,994 $9,401 $681,200 (1) The total compensation paid by the John Hancock fund complex to the Independent Trustees for the calendar year ended December 31, 2001. All the Independent Trustees are Trustees of 30 funds in the John Hancock fund complex, except for Ms. Peterson and Mr. Moore, who are trustees of 36 funds.
2004-01-30 Patti McGill Peterson Executive Director, Council for International 1996 29 (Age 60) Exchange of Scholars (since 1998); Vice President, Trustee Institute of International Education (since 1998); Senior Fellow, Cornell Institute of Public Affairs, Cornell University (until December 1997); President Emerita of Wells College and St. Lawrence University; Director, Niagara Mohawk Power Corporation (electric utility); Director, Ford Foundation; Director, International Fellowships Program (since 2002); Director, Lois Roth Endowment (since 2002); Director, Council for International Educational Exchange (since 2003); Advisory Board, UNCF, Global Partnerships Center (since 2002).
2005-01-21 Patti McGill Peterson+ Executive Director, Council for International Exchange of Scholars 1996 49 (Age 61) and Vice President, Institute of International Education (since Trustee 1998); Senior Fellow, Cornell Institute of Public Affairs, Cornell University (until 1998); Former President of Wells College and St. Lawrence University; Director, Niagara Mohawk Power Corporation (electric utility) (until 2003); Director, Ford Foundation, International Fellowships Program (since 2002); Director, Lois Roth Endowment (since 2002); Director, Council for International Educational Exchange (since 2003).
2006-02-03 Patti McGill Peterson+ Executive Director, Council for International 1996 53 (Age 62) Exchange of Scholars and Vice President, Institute of International Education (since 1998); Senior Fellow, Cornell Institute of Public Affairs, Cornell University (until December 1998); Former President of Wells College and St. Lawrence University; Director, Niagara Mohawk Power Corporation (electric utility) (until 2003); Director, Ford Foundation, International Fellowships Program (since 2002); Director, Lois Roth Endowment (since 2002); Director, Council for International Educational Exchange (since 2003).
2007-02-08 Patti McGill Peterson (1943) Executive Director, Council for International Exchange of Scholars and Vice President, Institute of International Education (since 1998); Trustee since 1996; Committees: Audit and Compliance Committee, Governance Committee, Investment Performance Committee; Compensation: $932 for Income Securities Trust.
2008-02-14 Patti McGill Peterson (1943) Trustee. Committees: Audit and Compliance. Compensation: $1,192 (Investors Trust) + $1,244 (Income Securities Trust) = $2,436.
2009-02-06 Patti McGill Peterson (1943) Trustee and Chairperson 1996 Principal, PMP Globalinc (consulting) (since 2007); Senior Associate, Institute for Higher Education Policy (since 2007); Executive Director, CIES (international education agency) (until 2007); Vice President, Institute of International Education (until 2007); Senior Fellow, Cornell University Institute of Public Affairs, Cornell University (1997 – 1998); Former President Wells College, St. Lawrence University and the Association of Colleges and Universities of the State of New York. Director of the following: Niagara Mohawk Power Corporation (until 2003); Security Mutual Life (insurance) (until 1997); ONBANK (until 1993). Trustee of the following: Board of Visitors, The University of Wisconsin, Madison (since 2007); Ford Foundation, International Fellowships Program (until 2007); UNCF, International Development Partnerships (until 2005); Roth Endowment (since 2002); Council for International Educational Exchange (since 2003). Compensation: $151,000 (FYE 12-31-07) and $152,500 (FPE 10-31-08). Committees: Compliance.
2009-12-02 Patti McGill Peterson (1943) Trustee and Chairperson 1996 Principal, PMP Globalinc (consulting) (since 2007); Senior Associate, Institute for Higher Education Policy (since 2007); Executive Director, CIES (international education agency) (until 2007); Vice President, Institute of International Education (until 2007); Senior Fellow, Cornell University Institute of Public Affairs, Cornell University (1997 – 1998); Former President Wells College, St. Lawrence University and the Association of Colleges and Universities of the State of New York. Director of the following: Niagara Mohawk Power Corporation (until 2003); Security Mutual Life (insurance) (until 1997); ONBANK (until 1993). Trustee of the following: Board of Visitors, The University of Wisconsin, Madison (since 2007); Ford Foundation, International Fellowships Program (until 2007); UNCF, International Development Partnerships (until 2005); Roth Endowment (since 2002); Council for International Educational Exchange (since 2003). 47 funds overseen. Compensation: $265,000.
2010-11-24 Patti McGill Peterson (1943) Trustee and Chairperson 1996 Chairperson (since December 2008); Principal, PMP Globalinc (consulting) (since 2007); Senior Associate, Institute for Higher Education Policy (since 2007); Executive Director, CIES (international education agency) (until 2007); Vice President, Institute of International Education (until 2007); Senior Fellow, Cornell University Institute of Public Affairs, Cornell University (1997 – 1998); Former President, Wells College, St. Lawrence University and the Association of Colleges and Universities of the State of New York. Director of the following: Niagara Mohawk Power Corporation (until 2003); Security Mutual Life (insurance) (until 1997); ONBANK (until 1993). Trustee of the following: Board of Visitors, The University of Wisconsin, Madison (since 2007); Ford Foundation, International Fellowships Program (until 2007); UNCF, International Development Partnerships (until 2005); Roth Endowment (since 2002); Council for International Educational Exchange (since 2003).
2011-11-25 Patti McGill Peterson (1943) Trustee 1996 Presidential Advisor for Global Initiatives, American Council on Education (since 2011); Chairperson of the Board of John Hancock retail funds (during 2009 and 2010); Principal, PMP Globalinc (consulting) (2007 – 2011); Senior Associate, Institute for Higher Education Policy (2007 – 2011); Executive Director, CIES (international education agency) (until 2007); Vice President, Institute of International Education (until 2007); Former President Wells College, St. Lawrence University and the Association of Colleges and Universities of the State of New York. Director of the following: Mutual Fund Directors Forum (since 2011); Niagara Mohawk Power Corporation (until 2003); Security Mutual Life (insurance) (until 1997); ONBANK (until 1993). Trustee of the following: Board of Visitors, The University of Wisconsin, Madison (since 2007); Ford Foundation, International Fellowships Program (until 2007); UNCF, International Development Partnerships (until 2005); Roth Endowment (since 2002); Council for International Educational Exchange (since 2003). 47 Funds overseen. Total Compensation: $211,314.

JOHN HANCOCK INVESTORS TRUST

Filing Date Source Excerpt
2002-01-24 The Administration Committee members are Ms. Fosler, Ms. McGill Peterson and Messrs. Aronowitz, Chapman, Cosgrove, Farrell, Glavin, Moore and Pratt. All members of each fund's Administration Committee are Independent Trustees.
2003-01-28 Patti McGill Peterson Executive Director, Council for International 1996 39 (Age 59) Exchange of Scholars (since 1998), Vice President, Trustee Institute of International Education (since 1998); Senior Fellow, Cornell Institute of Public Affairs, Cornell University (until 1997); President Emerita of Wells College and St. Lawrence University; Director, Niagara Mohawk Power Corporation (electric utility). ... Each Board of Trustees has an Investment Performance Committee. The Investment Performance Committee members are Ms. McGill Peterson and Messrs. Aronowitz. ... Each Board of Trustees has an Administration Committee. The Administration Committee members are Ms. McGill Peterson and Messrs. Aronowitz, Chapman, Cosgrove, Farrell, Glavin, Moore and Pratt. ... The following table provides information about the compensation paid by the funds and the other investment companies in the John Hancock fund complex to the Independent Trustees for their services for the year ended December 31, 2002. ... Patti McGill Peterson 1,088 1,138 72,000
2004-01-30 Patti McGill Peterson Executive Director, Council for International 1996 29 (Age 60) Exchange of Scholars (since 1998); Vice President, Trustee Institute of International Education (since 1998); Senior Fellow, Cornell Institute of Public Affairs, Cornell University (until December 1997); President Emerita of Wells College and St. Lawrence University; Director, Niagara Mohawk Power Corporation (electric utility); Director, Ford Foundation; Director, International Fellowships Program (since 2002); Director, Lois Roth Endowment (since 2002); Director, Council for International Educational Exchange (since 2003); Advisory Board, UNCF, Global Partnerships Center (since 2002).
2005-01-21 Patti McGill Peterson+ Executive Director, Council for International Exchange of Scholars 1996 49 (Age 61) and Vice President, Institute of International Education (since 1998); Senior Fellow, Cornell Institute of Public Affairs, Cornell University (until 1998); Former President of Wells College and St. Lawrence University; Director, Niagara Mohawk Power Corporation (electric utility) (until 2003); Director, Ford Foundation, International Fellowships Program (since 2002); Director, Lois Roth Endowment (since 2002); Director, Council for International Educational Exchange (since 2003).
2006-02-03 Patti McGill Peterson+ Executive Director, Council for International 1996 53 (Age 62) Exchange of Scholars and Vice President, Institute of International Education (since 1998); Senior Fellow, Cornell Institute of Public Affairs, Cornell University (until December 1998); Former President of Wells College and St. Lawrence University; Director, Niagara Mohawk Power Corporation (electric utility) (until 2003); Director, Ford Foundation, International Fellowships Program (since 2002); Director, Lois Roth Endowment (since 2002); Director, Council for International Educational Exchange (since 2003).
2007-02-08 Patti McGill Peterson Executive Director, Council for International Exchange of Scholars and Vice President, Institute of International Education (since 1998); ... Trustee, John Hancock Investors Trust; Committees: Audit and Compliance Committee, Governance Committee; Compensation: $894 for Investors Trust, $932 for Income Securities Trust.
2008-02-14 Patti McGill Peterson (1943) Senior Associate, Institute for Higher Education Policy (since 2007) Executive Director, Council for International Exchange of Scholars and Vice President, Institute of International Education (until 2007); Senior Fellow, Cornell Institute of Public Affairs, Cornell University (until 1998); Former President of Wells College, Aurora, New York and St. Lawrence University, Canton, NY; Director, Niagara Mohawk Power Corporation (until 2003); Director, Ford Foundation, International Fellowships Program (since 2002); Director, Lois Roth Endowment (since 2002); Director, Council for International Exchange (since 2003).
2009-02-06 Patti McGill Peterson (1943) Trustee and Chairperson 1996 Principal, PMP Globalinc (consulting) (since 2007); Senior Associate, Institute for Higher Education Policy (since 2007); Executive Director, CIES (international education agency) (until 2007); Vice President, Institute of International Education (until 2007); Senior Fellow, Cornell University Institute of Public Affairs, Cornell University (1997 – 1998); Former President Wells College, St. Lawrence University and the Association of Colleges and Universities of the State of New York. Director of the following: Niagara Mohawk Power Corporation (until 2003); Security Mutual Life (insurance) (until 1997); ONBANK (until 1993). Trustee of the following: Board of Visitors, The University of Wisconsin, Madison (since 2007); Ford Foundation, International Fellowships Program (until 2007); UNCF, International Development Partnerships (until 2005); Roth Endowment (since 2002); Council for International Educational Exchange (since 2003). Compensation: $1,192 (FYE 12-31-07) + $4,359 (FPE 10-31-08) = $5,551 total annual compensation approximately.
2009-12-02 Patti McGill Peterson (1943) Trustee and Chairperson 1996 Principal, PMP Globalinc (consulting) (since 2007); Senior Associate, Institute for Higher Education Policy (since 2007); Executive Director, CIES (international education agency) (until 2007); Vice President, Institute of International Education (until 2007); Senior Fellow, Cornell University Institute of Public Affairs, Cornell University (1997 – 1998); Former President Wells College, St. Lawrence University and the Association of Colleges and Universities of the State of New York. Director of the following: Niagara Mohawk Power Corporation (until 2003); Security Mutual Life (insurance) (until 1997); ONBANK (until 1993). Trustee of the following: Board of Visitors, The University of Wisconsin, Madison (since 2007); Ford Foundation, International Fellowships Program (until 2007); UNCF, International Development Partnerships (until 2005); Roth Endowment (since 2002); Council for International Educational Exchange (since 2003). 47 John Hancock Funds overseen. Compensation: $265,000.
2010-11-24 Patti McGill Peterson (1943) Trustee and Chairperson 1996 Chairperson (since December 2008); Principal, PMP Globalinc (consulting) (since 2007); Senior Associate, Institute for Higher Education Policy (since 2007); Executive Director, CIES (international education agency) (until 2007); Vice President, Institute of International Education (until 2007); Senior Fellow, Cornell University Institute of Public Affairs, Cornell University (1997 – 1998); Former President, Wells College, St. Lawrence University and the Association of Colleges and Universities of the State of New York. Director of the following: Niagara Mohawk Power Corporation (until 2003); Security Mutual Life (insurance) (until 1997); ONBANK (until 1993). Trustee of the following: Board of Visitors, The University of Wisconsin, Madison (since 2007); Ford Foundation, International Fellowships Program (until 2007); UNCF, International Development Partnerships (until 2005); Roth Endowment (since 2002); Council for International Educational Exchange (since 2003). 47 Total Compensation All Funds in the Aggregate Compensation John Hancock Independent Trustees Patti McGill Peterson $ 246,500
2011-11-25 Patti McGill Peterson (1943) Trustee 1996 Presidential Advisor for Global Initiatives, American Council on Education (since 2011); Chairperson of the Board of John Hancock retail funds (during 2009 and 2010); Principal, PMP Globalinc (consulting) (2007 – 2011); Senior Associate, Institute for Higher Education Policy (2007 – 2011); Executive Director, CIES (international education agency) (until 2007); Vice President, Institute of International Education (until 2007); Former President Wells College, St. Lawrence University and the Association of Colleges and Universities of the State of New York. Director of the following: Mutual Fund Directors Forum (since 2011); Niagara Mohawk Power Corporation (until 2003); Security Mutual Life (insurance) (until 1997); ONBANK (until 1993). Trustee of the following: Board of Visitors, The University of Wisconsin, Madison (since 2007); Ford Foundation, International Fellowships Program (until 2007); UNCF, International Development Partnerships (until 2005); Roth Endowment (since 2002); Council for International Educational Exchange (since 2003).

JOHN HANCOCK PREMIUM DIVIDEND FUND

Filing Date Source Excerpt
2002-01-24 Executive Director, Council for International Exchange of Scholars (since January 1998); Vice President, Institute of International Education (since January 1998); Senior Fellow, Cornell Institute of Public Affairs, Cornell University (until December 1997); President Emerita of Wells College and St. Lawrence University; Director, Niagara Mohawk Power Corporation (electric utility); and Trustee of 36 funds managed by the Adviser.
2003-01-28 Executive Director, Council for International Exchange of Scholars (since 1998); Vice President, Institute of International Education (since 1998); Senior Fellow, Cornell Institute of Public Affairs, Cornell University (until December 1997); President Emerita of Wells College and St. Lawrence University; Director, Niagara Mohawk Power Corporation (electric utility).
2004-01-30 Executive Director, Council for International Exchange of Scholars (since 1998); Vice President, Institute of International Education (since 1998); Senior Fellow, Cornell Institute of Public Affairs, Cornell University (until December 1997); President Emerita of Wells College and St. Lawrence University; Director, Niagara Mohawk Power Corporation (electric utility); Director, Ford Foundation; Director, International Fellowships Program (since 2002); Director, Lois Roth Endowment (since 2002); Director, Council for International Educational Exchange (since 2003); Advisory Board, UNCF, Global Partnerships Center (since 2002).
2005-01-21 Executive Director, Council for International Exchange of Scholars and Vice President, Institute of International Education (since 1998); Senior Fellow, Cornell Institute of Public Affairs, Cornell University (until 1998); Former President of Wells College and St. Lawrence University; Director, Niagara Mohawk Power Corporation (electric utility) (until 2003); Director, Ford Foundation, International Fellowships Program (since 2002); Director, Lois Roth Endowment (since 2002); Director, Council for International Educational Exchange (since 2003).
2006-02-03 Executive Director, Council for International Exchange of Scholars and Vice President, Institute of International Education (since 1998); Senior Fellow, Cornell Institute of Public Affairs, Cornell University (until December 1998); Former President of Wells College and St. Lawrence University; Director, Niagara Mohawk Power Corporation (electric utility) (until 2003); Director, Ford Foundation, International Fellowships Program (since 2002); Director, Lois Roth Endowment (since 2002); Director, Council for International Educational Exchange (since 2003).
2008-02-07 Senior Associate, Institute for Higher Education Policy (since 2007); Executive Director, Council for International Exchange of Scholars and Vice President, Institute of International Education (until 2007); Senior Fellow, Cornell Institute of Public Affairs, Cornell University (until 1998); Former President of Wells College, Aurora, New York and St. Lawrence University, Canton, NY; Director, Niagara Mohawk Power Corporation (until 2003); Director, Ford Foundation, International Fellowships Program (since 2002); Director, Lois Roth Endowment (since 2002); Director, Council for International Exchange (since 2003).
2009-02-06 Principal, PMP Globalinc (consulting); Senior Associate, Institute for Higher Education Policy; Executive Director, CIES; Vice President, Institute of International Education; Senior Fellow, Cornell University Institute of Public Affairs; Former President Wells College, St. Lawrence University and the Association of Colleges and Universities of the State of New York.
2009-12-02 Principal, PMP Globalinc (consulting) (since 2007); Senior Associate, Institute for Higher Education Policy (since 2007); Executive Director, CIES (international education agency) (until 2007); Vice President, Institute of International Education (until 2007); Senior Fellow, Cornell University Institute of Public Affairs, Cornell University (1997 – 1998); Former President Wells College, St. Lawrence University and the Association of Colleges and Universities of the State of New York.
2010-11-24 Patti McGill Peterson - Ms. McGill Peterson has planning and management advisory experience as principal of a consulting firm. She also has management and operational oversight experience as a former college and university President.
2011-11-25 Patti McGill Peterson - Presidential Advisor for Global Initiatives, American Council on Education (since 2011); Principal, PMP Globalinc (consulting) (2007 - 2011); former college and university president.

Data sourced from SEC filings. Last updated: 2025-08-30