Corporate Board Profile
Tech Score: 17/100
27 mention(s) identify ALLEN R. FREEDMAN as having software/technology expertise.
| Company | Filing Date | Evidence | Reason |
|---|---|---|---|
| Eaton Vance Enhanced Equity Income Fund | 2009-05-27 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). | Former Chairman and Director of Systems & Computer Technology Corp., a provider of software to higher education, indicating software-related technical background. |
| Eaton Vance Enhanced Equity Income Fund II | 2008-08-25 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, Chairman and a Director of Indus International Inc. (provider of enterprise management software to the power generating industry). | Former Chairman and Director of Systems & Computer Technology Corp., a provider of software to higher education, and former Chairman and Director of Indus International Inc., a provider of enterprise management software to the power generating industry, indicating direct involvement with software companies. |
| Eaton Vance Enhanced Equity Income Fund II | 2009-02-23 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, Chairman and a Director of Indus International Inc. (provider of enterprise management software to the power generating industry) (2005-2007). | Has experience as a Director of Systems & Computer Technology Corp., a provider of software to higher education, and of Indus International Inc., a provider of enterprise management software to the power generating industry, indicating familiarity with software-related technical skills. |
| Eaton Vance Enhanced Equity Income Fund II | 2010-02-22 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Indus International Inc. (provider of enterprise management software to the power generating industry) (2005-2007). | Former Chairman and Director of Systems & Computer Technology Corp., a provider of software to higher education, and former Director of Indus International Inc., a provider of enterprise management software to the power generating industry. |
| Eaton Vance Enhanced Equity Income Fund II | 2012-02-22 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). | Former Chairman and Director of companies providing software to higher education and enterprise management software, indicating familiarity with software products and possibly technical knowledge. |
| Eaton Vance Floating-Rate Income Trust | 2010-01-26 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Indus International Inc. (provider of enterprise management software to the power generating industry). | Former Chairman and Director of Systems & Computer Technology Corp., a provider of software to higher education, and former Director of Indus International Inc., a provider of enterprise management software. |
| Eaton Vance Municipal Bond Fund | 2014-05-29 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). | Former Chairman and Director of Systems & Computer Technology Corp., a provider of software to higher education, and Chairman and Director of Indus International, Inc., a provider of enterprise management software. |
| Eaton Vance Risk-Managed Diversified Equity Income Fund | 2012-02-22 | “Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education)... Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software...)” | The filing states he was a director and chairman of Systems & Computer Technology Corp. and Indus International, Inc., both software companies, which is the strongest evidence in the filing of software-adjacent technical involvement; however, it still does not explicitly say he can write programs. |
| Eaton Vance Short Duration Diversified Income Fund | 2010-12-21 | Formerly, a Director of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry). | Former Chairman and Director of Systems & Computer Technology Corp., a provider of software, indicating familiarity with software industry and likely technical skills. |
| Eaton Vance Tax-Advantaged Dividend Income Fund | 2009-04-22 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). | Former Chairman and Director of Systems & Computer Technology Corp., a provider of software to higher education, indicating software-related technical background. |
| Eaton Vance Tax-Advantaged Dividend Income Fund | 2011-04-25 | Formerly a Director of Systems & Computer Technology Corp. (provider of software to higher education). Formerly Chairman and Director of Indus International, Inc. (provider of enterprise management software to the power generating industry). | He was a Director and Chairman of Systems & Computer Technology Corp., a provider of software to higher education, and a Director and Chairman of Indus International, Inc., a provider of enterprise management software. |
| Eaton Vance Tax-Managed Buy-Write Income Fund | 2009-02-23 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, Chairman and a Director of Indus International Inc. (provider of enterprise management software to the power generating industry). | Has experience as a Director of Systems & Computer Technology Corp., a provider of software to higher education, and was Chairman and Director of Indus International Inc., a provider of enterprise management software to the power generating industry. |
| Eaton Vance Tax-Managed Buy-Write Income Fund | 2012-02-22 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). | Former Chairman and Director of companies providing software to higher education and enterprise management software, indicating familiarity with software products and possibly technical knowledge. |
| Eaton Vance Tax-Managed Buy-Write Income Fund | 2013-02-26 | Private Investor. Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). Former Chief Executive Officer of Assurant, Inc. (insurance provider) (1979-2000). | He was Chairman and Director of Systems & Computer Technology Corp., a provider of software to higher education, and Chairman and Director of Indus International, Inc., a provider of enterprise management software. This indicates direct involvement with software companies. |
| Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 2008-02-29 | Former Chairman and a Director of Systems & Computer Technology Corp. (provider of software to higher education). Formerly Chairman and a Director of Indus International Inc. (provider of enterprise management software to the power generating industry). | Has experience as a director of companies providing software and enterprise management software, indicating software-related technical skills. |
| Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 2009-02-23 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, Chairman and a Director of Indus International Inc. (provider of enterprise management software to the power generating industry). | Has experience as a director of Systems & Computer Technology Corp., a provider of software to higher education, and Indus International Inc., a provider of enterprise management software to the power generating industry, indicating familiarity with software-related technical background. |
| Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 2010-02-22 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Indus International Inc. (provider of enterprise management software to the power generating industry) (2005-2007). | Has experience as a Director of Systems & Computer Technology Corp., a provider of software to higher education, and Indus International Inc., a provider of enterprise management software to the power generating industry. |
| Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 2013-02-26 | Private Investor. Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). | Former Chairman and Director of Systems & Computer Technology Corp., a provider of software, indicating familiarity with software products; also involved with enterprise management software companies. |
| Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 2014-02-27 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). | Former Chairman and Director of Systems & Computer Technology Corp., a provider of software to higher education, and Chairman and Director of Indus International, Inc., a provider of enterprise management software to the power generating industry, indicating software-related technical skills. |
| Eaton Vance Tax-Managed Diversified Equity Income Fund | 2010-06-23 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). | Former Director of Systems & Computer Technology Corp. (provider of software to higher education) and Chairman and Director of Indus International, Inc. (provider of enterprise management software). |
| Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | 2008-02-29 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly Chairman and a Director of Indus International Inc. (provider of enterprise management software to the power generating industry). | Has experience as a director of companies providing software and enterprise management software, indicating software-related technical skills. |
| Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | 2009-02-23 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Indus International Inc. (provider of enterprise management software to the power generating industry). | Former Chairman and Director of Systems & Computer Technology Corp., a provider of software to higher education, and former Director of Indus International Inc., a provider of enterprise management software to the power generating industry, indicating software-related technical background. |
| Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | 2010-02-22 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, Chairman and a Director of Indus International Inc. (provider of enterprise management software to the power generating industry) (2005-2007). | Has experience as a Director of Systems & Computer Technology Corp., a provider of software to higher education, and Indus International Inc., a provider of enterprise management software to the power generating industry, indicating software-related technical skills. |
| Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | 2013-02-26 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). | Former Chairman and Director of Systems & Computer Technology Corp., a provider of software, indicating familiarity with software industry; however, no direct programming experience stated but closest relevant background among directors. |
| Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | 2014-02-27 | Former Chairman and a Director of Systems & Computer Technology Corp. (provider of software to higher education). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry). | Former Chairman and Director of Systems & Computer Technology Corp., a provider of software to higher education, and Indus International, Inc., a provider of enterprise management software; indicates direct involvement with software companies. |
| Eaton Vance Tax-Managed Global Diversified Equity Income Fund | 2009-06-23 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, Chairman and a Director of Indus International Inc. (provider of enterprise management software to the power generating industry) (2005-2007). | He was a Director of Systems & Computer Technology Corp., a provider of software to higher education, and a Director of Indus International Inc., a provider of enterprise management software to the power generating industry, indicating familiarity with software companies. |
| Eaton Vance Tax-Managed Global Diversified Equity Income Fund | 2010-06-23 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). | Former director of Systems & Computer Technology Corp., a provider of software to higher education, and Indus International, Inc., a provider of enterprise management software to the power generating industry, indicating familiarity with software companies and likely technical knowledge. |
| Filing Date | Source Excerpt |
|---|---|
| 2007-05-31 | Allen R. Freedman ... Class II Trustee ... Former Chairman and Chief Executive officer of Assurant, Inc. ... Messrs. Hayes (Chair) ... Esty, Freedman, Park, Pearlman, Reamer and Verni serve on the Special Committee ... Mmes. Stout (Chair) and Steiger, and Messrs. Esty, Freedman, Hayes ... Park, Pearlman, Reamer and Verni serve on the Governance Committee. |
| 2008-05-28 | ALLEN R. FREEDMAN ... Class II Trustee ... Trustee since 2007 ... Messrs. Verni (Chair), Esty, Freedman, Park, Pearlman and Reamer ... serve on the Contract Review Committee ... Messrs. Esty (Chair), Freedman and Park are currently members of the Portfolio Management Committee ... Mmes. Stout (Chair) and Steiger, and Messrs. Esty, Freedman, Park, Pearlman, Reamer ... serve on the Governance Committee ... Total Compensation from Funds and Fund Complex $150,000. |
| 2009-05-27 | ALLEN R. FREEDMAN ... Class II Trustee ... Trustee since 2007 ... Messrs. Verni (Chair), Esty, Freedman, Park and Pearlman, and Ms. Peters serve on the Contract Review Committee ... Messrs. Esty (Chair) and Freedman, and Ms. Peters are currently members of the Portfolio Management Committee ... Mmes. Stout (Chair), Peters and Steiger, and Messrs. Esty, Freedman, Park, Pearlman and Verni serve on the Governance Committee ... Total Compensation from Funds and Fund Complex ... Allen R. Freedman ... $204,167 |
| 2010-05-25 | ALLEN R. FREEDMAN ... Class II Trustee ... Private Investor and Consultant ... Messrs. Verni (Chair), Esty, Freedman, Park and Pearlman, and Ms. Peters serve on the Contract Review Committee ... Messrs. Esty (Chair) and Freedman, and Ms. Peters are currently members of the Portfolio Management Committee ... Mmes. Stout (Chair), Peters and Steiger, and Messrs. Esty, Freedman, Park, Pearlman and Verni serve on the Governance Committee ... Total Compensation from Funds and Fund Complex ... $210,000 |
| 2011-05-23 | ALLEN R. FREEDMAN ... Class II ... Trustee ... Trustee since 2007 ... Mr. Freedman has served as a Trustee ... Messrs. Verni (Chair), Esty, Freedman, Park and Pearlman, and Ms. Peters serve on the Contract Review Committee ... Messrs. Esty (Chair) and Freedman, and Ms. Peters are currently members of the Portfolio Management Committee ... Mmes. Stout (Chair) and Peters, and Messrs. Esty, Freedman, Park, Pearlman and Verni serve on the Governance Committee ... Total Compensation from Funds and Fund Complex ... $230,000 |
| 2012-05-24 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| 2013-05-24 | ALLEN R. FREEDMAN 1940 ... Class II Trustee ... Messrs. Verni (Chair), Esty, Freedman and Park, and Mmes. Peters, Stout and Taggart are members of the Contract Review Committee ... Messrs. Esty (Chair) and Freedman, and Mmes. Peters and Taggart are currently members of the Portfolio Management Committee ... Messrs. Freedman (Chair), Eston, Esty, Park, Pearlman and Verni, and Mmes. Peters, Stout and Taggart are members of the Governance Committee. |
| 2014-05-29 | ALLEN R. FREEDMAN 1940 | Trustee ... Mr. Freedman ... is the Chairperson of the Governance Committee. ... Messrs. Verni (Chair), Eston, Freedman, Gorman and Park, and Mmes. Frost, Mosley, Peters and Taggart are members of the Contract Review Committee. |
| Filing Date | Source Excerpt |
|---|---|
| 2008-01-28 | Allen R. Freedman DOB: 4/3/40 Class II Trustee Until 2010. 2 years. Trustee since 2007. Former Chairman and Chief Executive Officer of Assurant, Inc. Formerly Director of Loring Ward International. Director of Assurant, Inc. and Stonemor Partners L.P. Compensation estimated $150,000. Serves on Special and Governance Committees. |
| 2009-01-26 | ALLEN R. FREEDMAN Class II Trustee Until 2010. Former Chairman (2002-2004) and a Director (1983-2004) of 173 Director of Assurant, Inc. 4/3/40 3 years. Trustee since 2007. ...Messrs. Verni (Chair), Esty, Freedman, Park and Pearlman and Ms. Peters serve on the Contract Review Committee...Messrs. Esty (Chair) and Freedman and Ms. Peters are currently members of the Portfolio Management Committee...Mmes. Stout (Chair), Peters and Steiger and Messrs. Esty, Freedman, Park, Pearlman and Verni serve on the Governance Committee...For the calendar year ended December 31, 2008, the Trustees earned the compensation set forth below...Allen R. Freedman...Total Compensation from Funds and Fund Complex $204,167. |
| 2010-01-25 | ALLEN R. FREEDMAN Class II Until 2010. Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. Trustee 3 years. Trustee since 2007. Director of Assurant, Inc. and Stonemor Partners L.P. Messrs. Esty (Chair) and Freedman, and Ms. Peters are currently members of the Portfolio Management Committee of the Board of Trustees of each Fund. Messrs. Verni (Chair), Esty, Freedman, Park and Pearlman, and Ms. Peters serve on the Contract Review Committee of the Board of Trustees of each Fund. Mmes. Stout (Chair), Peters and Steiger, and Messrs. Esty, Freedman, Park, Pearlman and Verni serve on the Governance Committee of the Board of Trustees of each Fund. Total Compensation from Funds and Fund Complex $210,000. |
| 2011-01-26 | Allen R. Freedman has served as a Trustee since 2007. He is a Private Investor and Consultant. For the calendar year ended December 31, 2010, the Trustees earned $210,000 in their capacities as Trustees of the funds in the Eaton Vance Fund Complex. |
| 2012-01-26 | Allen R. Freedman Class II Trustee Until 2013. 3 years. Private Investor. Member of Contract Review Committee, Portfolio Management Committee, and Governance Committee. Total Compensation from Fund and Fund Complex: $237,500. |
| 2013-01-25 | ALLEN R. FREEDMAN 1940 Class II Trustee Until 2013. 3 years. Trustee since 2007. Private Investor. Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). Former Chief Executive Officer of Assurant, Inc. (insurance provider) (1979-2000). Messrs. Verni (Chair), Esty, Freedman, Park and Pearlman, and Mmes. Peters and Taggart are members of the Contract Review Committee. Messrs. Esty (Chair) and Freedman, and Mmes. Peters and Taggart are currently members of the Portfolio Management Committee. Mmes. Stout (Chair), Peters and Taggart, and Messrs. Eston, Esty, Freedman, Park, Pearlman and Verni are members of the Governance Committee. |
| 2014-01-23 | ALLEN R. FREEDMAN 1940 Trustee 2007 Class II Trustee until 2016. Private Investor. Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). Former Chief Executive Officer of Assurant, Inc. (insurance provider) (1979-2000). Director of Stonemor Partners L.P. (owner and operator of cemeteries). Formerly, Director of Assurant, Inc. (insurance provider) (1979-2011). |
| Filing Date | Source Excerpt |
|---|---|
| 2007-05-30 | Former Chairman and Chief Executive Officer of Assurant, Inc. (insurance provider) (1978-2000). |
| 2008-05-28 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Formerly, Chairman and a Director of Indus International Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| 2009-05-27 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). |
| 2010-05-25 | Private Investor and Consultant. Former Chairman and Director of Systems & Computer Technology Corp. (provider of software to higher education). |
| 2011-05-23 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Former, Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| 2012-05-24 | Private Investor. Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). Former Chief Executive Officer of Assurant, Inc. (insurance provider) (1979-2000). |
| 2013-05-24 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| 2014-05-29 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| Filing Date | Source Excerpt |
|---|---|
| 2007-08-27 | Former Chairman and Chief Executive officer of Assurant, Inc. (insurance provider) (1978-2000). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). |
| 2008-08-25 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, Chairman and a Director of Indus International Inc. (provider of enterprise management software to the power generating industry). |
| 2009-02-23 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, Chairman and a Director of Indus International Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| 2010-02-22 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Indus International Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| 2011-02-22 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| 2012-02-22 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| 2013-02-26 | Private Investor. Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| 2014-02-27 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| Filing Date | Source Excerpt |
|---|---|
| 2008-01-29 | Former Chairman and Chief Executive Officer of Assurant, Inc. (insurance provider) (1978-2000). Formerly a Director of Loring Ward International (fund distributor) (2005-2007). |
| 2009-01-22 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). |
| 2010-01-26 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Indus International Inc. (provider of enterprise management software to the power generating industry). |
| 2011-01-26 | Former Chairman and Director of Systems & Computer Technology Corp. (provider of software to higher education). Formerly Chairman and Director of Indus International, Inc. (provider of enterprise management software to the power generating industry). |
| 2012-01-26 | Private Investor. Former Chairman (2002-2004) and a Director of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| 2013-01-25 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| 2014-01-23 | Former Chairman and Director of Systems & Computer Technology Corp. (provider of software to higher education). Former Chairman and Director of Indus International, Inc. (provider of enterprise management software). |
| Filing Date | Source Excerpt |
|---|---|
| 2007-12-21 | Allen R. Freedman ... DOB: 4/3/40 ... Noninterested Trustee ... Former Chairman and Chief Executive Officer of Assurant, Inc. ... Messrs. Verni (Chair), Esty, Freedman, Park, Pearlman and Reamer serve on the Special Committee ... Mmes. Stout (Chair) and Steiger, and Messrs. Esty, Freedman, Park, Pearlman, Reamer and Verni serve on the Governance Committee ... |
| 2008-12-29 | ALLEN R. FREEDMAN ... Class I Trustee ... Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. ... Messrs. Verni (Chair), Esty, Freedman, Park and Pearlman and Ms. Peters serve on the Contract Review Committee ... Messrs. Esty (Chair) and Freedman and Ms. Peters are currently members of the Portfolio Management Committee ... Mmes. Stout (Chair), Peters and Steiger and Messrs. Esty, Freedman, Park, Pearlman and Verni serve on the Governance Committee ... Allen R. Freedman 3,606 |
| 2009-12-22 | ALLEN R. FREEDMAN ... Class I Trustee ... Trustee since 2007. ... Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. ... Messrs. Verni (Chair), Esty, Freedman, Park and Pearlman, and Ms. Peters serve on the Contract Review Committee ... Messrs. Esty (Chair) and Freedman, and Ms. Peters are currently members of the Portfolio Management Committee ... Mmes. Stout (Chair), Peters and Steiger, and Messrs. Esty, Freedman, Park, Pearlman and Verni serve on the Governance Committee ... Allen R. Freedman 5,737 204,167 |
| 2010-12-21 | ALLEN R. FREEDMAN ... Class I Trustee ... Private Investor and Consultant ... Messrs. Verni (Chair), Esty, Freedman, Park and Pearlman, and Ms. Peters serve on the Contract Review Committee ... Messrs. Esty (Chair) and Freedman, and Ms. Peters are currently members of the Portfolio Management Committee ... Mmes. Stout (Chair) and Peters, and Messrs. Esty, Freedman, Park, Pearlman and Verni serve on the Governance Committee ... 210,000 |
| 2011-11-22 | ALLEN R. FREEDMAN ... Class I Trustee ... 1940 ... Trustee since 2007. ... Messrs. Verni (Chair), Esty, Freedman, Park and Pearlman, and Mmes. Peters and Taggart are members of the Contract Review Committee. ... Messrs. Esty (Chair) and Freedman, and Mmes. Peters and Taggart are currently members of the Portfolio Management Committee. ... Mmes. Stout (Chair), Peters and Taggart, and Messrs. Eston, Esty, Freedman, Park, Pearlman and Verni are members of the Governance Committee. ... $3,203 |
| 2012-11-29 | ALLEN R. FREEDMAN 1940 ... Class I Trustee ... Mr. Freedman also serves as a Director of Stonemor Partners L.P. where he also serves as the Chair of the Audit Committee and a member of the Trust and Compliance Committee. ... Messrs. Verni (Chair), Esty, Freedman, Park and Pearlman, and Mmes. Peters and Taggart are members of the Contract Review Committee. |
| 2013-11-27 | ALLEN R. FREEDMAN 1940 | Trustee ... Mr. Freedman is the Chairperson of the Governance Committee ... Effective January 1, 2014, Messrs. Verni (Chair), Eston, Freedman and Park, and Mmes. Mosley, Peters and Taggart are members of the Contract Review Committee. |
| Filing Date | Source Excerpt |
|---|---|
| 2007-05-31 | Allen R. Freedman ... Class II Trustee ... Trustee since 2007. ... Former Chairman and Chief Executive officer of Assurant, Inc. ... Messrs. Hayes (Chair) ... Esty, Freedman, Park, Pearlman, Reamer and Verni serve on the Special Committee ... Mmes. Stout (Chair) and Steiger, and Messrs. Esty, Freedman, Hayes ... Park, Pearlman, Reamer and Verni serve on the Governance Committee ... Total Compensation from Funds and Fund Complex $185,000 |
| 2008-05-28 | ALLEN R. FREEDMAN ... Class II Trustee ... Trustee since 2007 ... Messrs. Verni (Chair), Esty, Freedman, Park, Pearlman and Reamer ... serve on the Contract Review Committee ... Messrs. Esty (Chair), Freedman and Park are currently members of the Portfolio Management Committee ... Mmes. Stout (Chair) and Steiger, and Messrs. Esty, Freedman, Park, Pearlman, Reamer (until July 1, 2008) and Verni serve on the Governance Committee ... Total Compensation from Funds and Fund Complex $150,000 |
| 2009-05-27 | ALLEN R. FREEDMAN ... Class II Trustee ... Trustee since 2007 ... Messrs. Verni (Chair), Esty, Freedman, Park and Pearlman, and Ms. Peters serve on the Contract Review Committee ... Messrs. Esty (Chair) and Freedman, and Ms. Peters are currently members of the Portfolio Management Committee ... Mmes. Stout (Chair), Peters and Steiger, and Messrs. Esty, Freedman, Park, Pearlman and Verni serve on the Governance Committee ... Total Compensation from Funds and Fund Complex ... Allen R. Freedman ... $204,167 |
| 2010-05-25 | ALLEN R. FREEDMAN ... Class II Trustee ... Private Investor and Consultant. ... Messrs. Verni (Chair), Esty, Freedman, Park and Pearlman, and Ms. Peters serve on the Contract Review Committee ... Messrs. Esty (Chair) and Freedman, and Ms. Peters are currently members of the Portfolio Management Committee ... Mmes. Stout (Chair), Peters and Steiger, and Messrs. Esty, Freedman, Park, Pearlman and Verni serve on the Governance Committee ... Total Compensation from Funds and Fund Complex ... $210,000 |
| 2011-05-23 | ALLEN R. FREEDMAN ... Class II ... Trustee ... Trustee since 2007 ... Mr. Freedman has served as a Trustee ... Messrs. Verni (Chair), Esty, Freedman, Park and Pearlman, and Ms. Peters serve on the Contract Review Committee ... Messrs. Esty (Chair) and Freedman, and Ms. Peters are currently members of the Portfolio Management Committee ... Mmes. Stout (Chair) and Peters, and Messrs. Esty, Freedman, Park, Pearlman and Verni serve on the Governance Committee. |
| 2012-05-24 | ALLEN R. FREEDMAN ... Class II Trustee ... Trustee since 2007 ... Mr. Freedman ... Messrs. Verni (Chair), Esty, Freedman, Park and Pearlman, and Mmes. Peters and Taggart are members of the Contract Review Committee ... Messrs. Esty (Chair) and Freedman, and Mmes. Peters and Taggart are currently members of the Portfolio Management Committee ... Mmes. Stout (Chair), Peters and Taggart, and Messrs. Eston, Esty, Freedman, Park, Pearlman and Verni are members of the Governance Committee ... Total Compensation from Fund and Fund Complex ... $237,500 |
| 2013-05-24 | ALLEN R. FREEDMAN ... Class II Trustee ... Private Investor ... Mr. Freedman has served ... and is the Chairperson of the Governance Committee ... Messrs. Verni (Chair), Esty, Freedman and Park ... are members of the Contract Review Committee ... Messrs. Esty (Chair) and Freedman, and Mmes. Peters and Taggart are currently members of the Portfolio Management Committee ... Messrs. Freedman (Chair), Eston, Esty, Park, Pearlman and Verni ... are members of the Governance Committee ... Total Compensation from Fund and Fund Complex ... $245,000 |
| 2014-05-29 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| Filing Date | Source Excerpt |
|---|---|
| 2008-01-28 | Allen R. Freedman DOB: 4/3/40 Class II Trustee Until 2010. 2 years. Trustee since 2007. Former Chairman and Chief Executive Officer of Assurant, Inc. (insurance provider) (1978-2000). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Director of Assurant, Inc. and Stonemor Partners L.P. Compensation from Fund and Fund Complex $150,000. |
| 2009-01-26 | ALLEN R. FREEDMAN Class II Trustee Until 2010. Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Formerly, Chairman and a Director of Indus International Inc. (provider of enterprise management software to the power generating industry) (2005-2007). 173 Director of Assurant, Inc. (insurance provider) and Stonemor Partners L.P. (owner and operator of cemeteries) 68 3 years. Trustee since 2007. ...Messrs. Verni (Chair), Esty, Freedman, Park and Pearlman and Ms. Peters serve on the Contract Review Committee of the Board of Trustees of each Fund...Messrs. Esty (Chair) and Freedman and Ms. Peters are currently members of the Portfolio Management Committee of the Board of Trustees of each Fund...Mmes. Stout (Chair), Peters and Steiger and Messrs. Esty, Freedman, Park, Pearlman and Verni serve on the Governance Committee of the Board of Trustees of each Fund...For the calendar year ended December 31, 2008, the Trustees earned the compensation set forth below in their capacities as Trustees of the funds in the Eaton Vance Fund Complex: Allen R. Freedman $204,167. |
| 2010-01-25 | ALLEN R. FREEDMAN Class II Until 2010. Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. Trustee 3 years. Trustee since 2007. Director of Assurant, Inc. and Stonemor Partners L.P. Messrs. Esty (Chair) and Freedman, and Ms. Peters are currently members of the Portfolio Management Committee of the Board of Trustees of each Fund. Messrs. Verni (Chair), Esty, Freedman, Park and Pearlman, and Ms. Peters serve on the Contract Review Committee of the Board of Trustees of each Fund. Mmes. Stout (Chair), Peters and Steiger, and Messrs. Esty, Freedman, Park, Pearlman and Verni serve on the Governance Committee of the Board of Trustees of each Fund. Total Compensation from Funds and Fund Complex $210,000. |
| 2011-01-26 | Allen R. Freedman has served as a Trustee since 2007. Mr. Freedman also serves as a Director of Assurant, Inc. For the calendar year ended December 31, 2010, the Trustees earned $210,000 in their capacities as Trustees of the funds in the Eaton Vance Fund Complex. |
| 2012-01-26 | Allen R. Freedman Class II Trustee Until 2013. 3 years. Private Investor. Member of Contract Review Committee, Portfolio Management Committee, and Governance Committee. Total Compensation from Fund and Fund Complex: $237,500. |
| 2013-01-25 | ALLEN R. FREEDMAN 1940 Class II Trustee Until 2013. 3 years. Trustee since 2007. Private Investor. Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). Former Chief Executive Officer of Assurant, Inc. (insurance provider) (1979-2000). Messrs. Verni (Chair), Esty, Freedman, Park and Pearlman, and Mmes. Peters and Taggart are members of the Contract Review Committee. Messrs. Esty (Chair) and Freedman, and Mmes. Peters and Taggart are currently members of the Portfolio Management Committee. Mmes. Stout (Chair), Peters and Taggart, and Messrs. Eston, Esty, Freedman, Park, Pearlman and Verni are members of the Governance Committee. |
| 2014-01-23 | ALLEN R. FREEDMAN 1940 Trustee 2007 Class II Trustee until 2016. Private Investor. Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). Former Chief Executive Officer of Assurant, Inc. (insurance provider) (1979-2000). Director of Stonemor Partners L.P. (owner and operator of cemeteries). Formerly, Director of Assurant, Inc. (insurance provider) (1979-2011). |
| Filing Date | Source Excerpt |
|---|---|
| 2009-11-24 | "Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). ... Formerly, Chairman and a Director of Indus International Inc. (provider of enterprise management software to the power generating industry)." |
| 2010-11-23 | "Private Investor and Consultant. Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education)." |
| 2011-11-22 | “Former Chairman ... and a Director ... of Systems & Computer Technology Corp. (provider of software to higher education). Formerly ... Chairman and a Director of Indus International, Inc. (provider of enterprise management software ...)” |
| 2012-11-29 | "Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry)" |
| 2013-11-27 | "Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education)." |
| Filing Date | Source Excerpt |
|---|---|
| 2007-05-31 | Allen R. Freedman ... Class II Trustee ... Trustee since 2007. ... Former Chairman and Chief Executive officer of Assurant, Inc. ... Messrs. Hayes (Chair) ... Esty, Freedman, Park, Pearlman, Reamer and Verni serve on the Special Committee ... Mmes. Stout (Chair) and Steiger, and Messrs. Esty, Freedman, Hayes ... Park, Pearlman, Reamer and Verni serve on the Governance Committee. |
| 2008-05-28 | ALLEN R. FREEDMAN ... Class II Trustee ... Trustee since 2007. ... Messrs. Esty (Chair), Freedman and Park are currently members of the Portfolio Management Committee ... Messrs. Verni (Chair), Esty, Freedman, Park, Pearlman and Reamer ... serve on the Contract Review Committee ... Mmes. Stout (Chair) and Steiger, and Messrs. Esty, Freedman, Park, Pearlman, Reamer ... serve on the Governance Committee ... Total Compensation from Funds and Fund Complex $150,000 |
| 2009-05-27 | ALLEN R. FREEDMAN ... Class II Trustee ... Trustee since 2007 ... Messrs. Verni (Chair), Esty, Freedman, Park and Pearlman, and Ms. Peters serve on the Contract Review Committee ... Messrs. Esty (Chair) and Freedman, and Ms. Peters are currently members of the Portfolio Management Committee ... Mmes. Stout (Chair), Peters and Steiger, and Messrs. Esty, Freedman, Park, Pearlman and Verni serve on the Governance Committee ... Total Compensation from Funds and Fund Complex ... Allen R. Freedman ... $204,167 |
| 2010-05-25 | ALLEN R. FREEDMAN ... Class II Trustee ... Private Investor and Consultant ... Messrs. Verni (Chair), Esty, Freedman, Park and Pearlman, and Ms. Peters serve on the Contract Review Committee ... Messrs. Esty (Chair) and Freedman, and Ms. Peters are currently members of the Portfolio Management Committee ... Mmes. Stout (Chair), Peters and Steiger, and Messrs. Esty, Freedman, Park, Pearlman and Verni serve on the Governance Committee ... Total Compensation from Funds and Fund Complex ... $210,000 |
| 2011-05-23 | ALLEN R. FREEDMAN ... Class II ... Trustee since 2007 ... Mr. Freedman has served as a Trustee in the Eaton Vance Group of Funds since 2007 ... Messrs. Verni (Chair), Esty, Freedman, Park and Pearlman, and Ms. Peters serve on the Contract Review Committee ... Messrs. Esty (Chair) and Freedman, and Ms. Peters are currently members of the Portfolio Management Committee ... Mmes. Stout (Chair) and Peters, and Messrs. Esty, Freedman, Park, Pearlman and Verni serve on the Governance Committee. |
| 2012-05-24 | ALLEN R. FREEDMAN 1940 ... Class II Trustee ... Mr. Freedman has served as a Trustee in the Eaton Vance Group of Funds since 2007. |
| 2013-05-24 | ALLEN R. FREEDMAN 1940 ... Position(s) with the Funds: Class II Trustee ... Noninterested Trustees ... Mr. Freedman has served as a member of the Eaton Vance Fund Boards since 2007 and is the Chairperson of the Governance Committee ... Messrs. Esty (Chair) and Freedman, and Mmes. Peters and Taggart are currently members of the Portfolio Management Committee ... Messrs. Freedman (Chair), Eston, Esty, Park, Pearlman and Verni, and Mmes. Peters, Stout and Taggart are members of the Governance Committee. |
| 2014-05-29 | ALLEN R. FREEDMAN 1940 ... Trustee ... Mr. Freedman ... is the Chairperson of the Governance Committee ... Total Compensation from Fund and Fund Complex $255,000 |
| Filing Date | Source Excerpt |
|---|---|
| 2008-02-28 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, Chairman and a Director of Indus International Inc. (provider of enterprise management software to the power generation industry). |
| 2009-02-23 | "Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, Chairman and a Director of Indus International Inc. (provider of enterprise management software to the power generating industry) (2005-2007)." |
| 2010-02-22 | "Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education)... Formerly, Chairman and a Director of Indus International Inc. (provider of enterprise management software...)" |
| 2011-02-22 | "Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of ... Indus International, Inc. (provider of enterprise management software...)" |
| 2012-02-22 | “Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education)... Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software...)” |
| 2013-02-26 | "Former Chairman... of Systems & Computer Technology Corp. (provider of software to higher education)... Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software...)" |
| 2014-02-27 | "Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education)." |
| Filing Date | Source Excerpt |
|---|---|
| 2007-06-27 | Allen R. Freedman - Former Chairman and Chief Executive officer of Assurant, Inc. (insurance provider) (1978-2000) and Stonemor Partners, L.P. (owner and operator of cemeteries). |
| 2008-06-25 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Formerly, Chairman and a Director of Indus International Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| 2009-06-24 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). |
| 2010-06-23 | Former Chairman and a Director of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry). |
| 2011-06-22 | Former Chairman and Director of Systems & Computer Technology Corp. (provider of software to higher education); Director of Indus International, Inc. (provider of enterprise management software to the power generating industry). |
| 2012-06-25 | Private Investor. Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). Former Chief Executive Officer of Assurant, Inc. (insurance provider) (1979-2000). |
| 2013-06-28 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| 2014-06-26 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| Filing Date | Source Excerpt |
|---|---|
| 2007-08-27 | Allen R. Freedman, Class II Trustee, DOB: 4/3/40, Former Chairman and CEO of Assurant, Inc., Trustee since 2007. Compensation from Fund: $571. Serves on Special and Governance Committees. |
| 2008-08-25 | ALLEN R. FREEDMAN 4/3/40 Class II Trustee Until 2009. 2 years. Trustee since 2007. Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Formerly, Chairman and a Director of Indus International Inc. (provider of enterprise management software to the power generating industry) (2005-2007). Director of Assurant, Inc. (insurance provider) and Stonemor Partners L.P. (owner and operator of cemeteries). Messrs. Verni (Chair), Esty, Freedman, Park and Pearlman serve on the Contract Review Committee of the Board of Trustees of the Fund. Messrs. Esty (Chair), Freedman and Park are currently members of the Portfolio Management Committee of the Board of Trustees of the Fund. Mmes. Stout (Chair) and Steiger, and Messrs. Esty, Freedman, Park, Pearlman and Verni serve on the Governance Committee of the Board of Trustees of the Fund. Aggregate Compensation from Fund: $1,857. |
| 2009-08-24 | ALLEN R. FREEDMAN Class II Until 2009. Trustee 2 years. Trustee since 2007. Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Formerly, Chairman and a Director of Indus International Inc. (provider of enterprise management software to the power generating industry) (2005-2007). Committees: Messrs. Esty (Chair) and Freedman, and Ms. Peters are currently members of the Portfolio Management Committee of the Board of Trustees of the Fund. Messrs. Verni (Chair), Esty, Freedman, Park and Pearlman, and Ms. Peters serve on the Contract Review Committee of the Board of Trustees of the Fund. Mmes. Stout (Chair), Peters and Steiger, and Messrs. Esty, Freedman, Park, Pearlman and Verni serve on the Governance Committee of the Board of Trustees of the Fund. Compensation: Allen R. Freedman $1,150 from Fund for fiscal year ended June 30, 2009. |
| 2010-08-25 | ALLEN R. FREEDMAN Class II Trustee Until 2012. Trustee since 2007. Private Investor and Consultant. Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Formerly, Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). Committees: Messrs. Verni (Chair), Esty, Freedman, Park and Pearlman, and Ms. Peters serve on the Contract Review Committee. Also: Messrs. Esty (Chair) and Freedman, and Ms. Peters are currently members of the Portfolio Management Committee. Compensation: $1,453 from Fund. |
| 2012-08-23 | Allen R. Freedman 1940 Class II Trustee Until 2012. 3 years. Since 2007. Private Investor. Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). Former Chief Executive Officer of Assurant, Inc. (insurance provider) (1979-2000). Messrs. Verni (Chair), Esty, Freedman, Park and Pearlman, and Mmes. Peters and Taggart are members of the Contract Review Committee. Messrs. Esty (Chair) and Freedman, and Mmes. Peters and Taggart are currently members of the Portfolio Management Committee. Mmes. Stout (Chair), Peters and Taggart, and Messrs. Eston, Esty, Freedman, Park, Pearlman and Verni are members of the Governance Committee. Allen R. Freedman $1,746 $237,500 |
| 2013-08-23 | ALLEN R. FREEDMAN 1940 Class II Trustee Until 2015. 3 years. Since 2007. Private Investor. Chairperson of the Governance Committee. Messrs. Verni (Chair), Esty, Freedman and Park, and Mmes. Peters, Stout and Taggart are members of the Contract Review Committee. Messrs. Esty (Chair) and Freedman, and Mmes. Peters and Taggart are currently members of the Portfolio Management Committee. Messrs. Freedman (Chair), Eston, Esty, Park, Pearlman and Verni, and Mmes. Peters, Stout and Taggart are members of the Governance Committee. Aggregate Compensation from Fund: $1,731. |
| Filing Date | Source Excerpt |
|---|---|
| 2007-12-21 | Former Chairman and Chief Executive Officer of Assurant, Inc. (insurance provider) (1978-2000). Formerly a Director of Loring Ward International (fund distributor) (2005-2007). |
| 2008-12-29 | Former Chairman and Director of Systems & Computer Technology Corp. (provider of software to higher education) and Indus International Inc. (provider of enterprise management software to the power generating industry). |
| 2009-12-22 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Formerly, Chairman and a Director of Indus International Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| 2010-12-21 | Formerly, a Director of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry). |
| 2011-12-20 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| 2012-12-21 | Former Chairman and Director of Systems & Computer Technology Corp. (provider of software to higher education). Former Chairman and Director of Indus International, Inc. (provider of enterprise management software to the power generating industry). |
| 2013-12-27 | Former Chairman and a Director of Systems & Computer Technology Corp. (provider of software to higher education). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry). |
| Filing Date | Source Excerpt |
|---|---|
| 2007-04-26 | Former Chairman and Chief Executive Officer of Assurant, Inc. (insurance provider) (1978-2000). Loring Ward International (fund distributor) and Stonemor Partners L.P. (advanced planning and cemetery industry). |
| 2007-06-27 | Former Chairman and Chief Executive Officer of Assurant, Inc. (insurance provider) (1978-2000). |
| 2008-04-24 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Formerly, Chairman and a Director of Indus International Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| 2009-04-22 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). |
| 2010-04-26 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry). |
| 2011-04-25 | Formerly a Director of Systems & Computer Technology Corp. (provider of software to higher education). Formerly Chairman and Director of Indus International, Inc. (provider of enterprise management software to the power generating industry). |
| 2012-04-23 | Private Investor. Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). Former Chief Executive Officer of Assurant, Inc. (insurance provider) (1979-2000). |
| 2013-04-26 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| 2014-04-28 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| Filing Date | Source Excerpt |
|---|---|
| 2008-01-31 | Allen R. Freedman - Former Chairman and Chief Executive Officer of Assurant, Inc. (insurance provider) (1978-2000) and Stonemor Partners, L.P. (owner and operator of cemeteries). |
| 2008-06-25 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Formerly, Chairman and a Director of Indus International Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| 2009-06-24 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). |
| 2010-06-23 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry). |
| 2011-06-22 | Formerly, a Director of Systems & Computer Technology Corp. (provider of software to higher education) and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry). |
| 2012-06-25 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| 2013-06-28 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| 2014-06-26 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). Former Chief Executive Officer of Assurant, Inc. (insurance provider) (1979-2000). |
| Filing Date | Source Excerpt |
|---|---|
| 2007-12-21 | Former Chairman and Chief Executive Officer of Assurant, Inc. (insurance provider) (1978-2000). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). |
| 2008-12-29 | Former Chairman and Director of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, Chairman and Director of Indus International Inc. (provider of enterprise management software to the power generating industry). |
| 2009-12-22 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). |
| 2010-12-21 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry). |
| 2011-12-20 | Private Investor. Former Chairman (2002-2004) and a Director of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). Former Chief Executive Officer of Assurant, Inc. (insurance provider) (1979-2000). |
| 2012-12-21 | Former Chairman and Director of Systems & Computer Technology Corp. (provider of software to higher education). Former Chairman and Director of Indus International, Inc. (provider of enterprise management software to the power generating industry). |
| 2013-12-27 | Former Chairman and a Director of Systems & Computer Technology Corp. (provider of software to higher education). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry). |
| Filing Date | Source Excerpt |
|---|---|
| 2008-02-29 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly Chairman and a Director of Indus International Inc. (provider of enterprise management software to the power generating industry). |
| 2009-02-23 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, Chairman and a Director of Indus International Inc. (provider of enterprise management software to the power generating industry). |
| 2010-02-22 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Formerly, Chairman and a Director of Indus International Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| 2011-02-22 | Former Chairman and Director of Systems & Computer Technology Corp. (provider of software to higher education). Former Chairman and Director of Indus International, Inc. (provider of enterprise management software to the power generating industry). |
| 2012-02-22 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| 2013-02-26 | Private Investor. Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). Former Chief Executive Officer of Assurant, Inc. (insurance provider) (1979-2000). |
| 2014-02-27 | Former Chairman and a Director of Systems & Computer Technology Corp. (provider of software to higher education). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software). |
| Filing Date | Source Excerpt |
|---|---|
| 2008-02-29 | Former Chairman and a Director of Systems & Computer Technology Corp. (provider of software to higher education). Formerly Chairman and a Director of Indus International Inc. (provider of enterprise management software to the power generating industry). |
| 2009-02-23 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, Chairman and a Director of Indus International Inc. (provider of enterprise management software to the power generating industry). |
| 2010-02-22 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Indus International Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| 2011-02-22 | Private Investor and Consultant. Former Chairman and Director of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, Chairman and Director of Indus International, Inc. (provider of enterprise management software to the power generating industry). |
| 2012-02-22 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| 2013-02-26 | Private Investor. Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| 2014-02-27 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| Filing Date | Source Excerpt |
|---|---|
| 2007-06-27 | Former Chairman and Chief Executive Officer of Assurant, Inc. (insurance provider) (1978-2000). |
| 2008-06-25 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Formerly, Chairman and a Director of Indus International Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| 2009-06-24 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Formerly, Chairman and a Director of Indus International Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| 2010-06-23 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| 2011-06-22 | Private Investor. Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Former, Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). Former Chief Executive Officer of Assurant, Inc. (insurance provider) (1979-2000). |
| 2012-06-25 | Private Investor. Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). Former Chief Executive Officer of Assurant, Inc. (insurance provider) (1979-2000). |
| 2013-06-28 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| 2014-06-26 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| Filing Date | Source Excerpt |
|---|---|
| 2008-02-29 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly Chairman and a Director of Indus International Inc. (provider of enterprise management software to the power generating industry). |
| 2009-02-23 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Indus International Inc. (provider of enterprise management software to the power generating industry). |
| 2010-02-22 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, Chairman and a Director of Indus International Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| 2011-02-22 | Private Investor and Consultant. Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Formerly, Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| 2012-02-22 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| 2013-02-26 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| 2014-02-27 | Former Chairman and a Director of Systems & Computer Technology Corp. (provider of software to higher education). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry). |
| Filing Date | Source Excerpt |
|---|---|
| 2007-06-27 | Allen R. Freedman - Former Chairman and Chief Executive Officer of Assurant, Inc. (insurance provider) (1978-2000). |
| 2008-06-25 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Formerly, Chairman and a Director of Indus International Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| 2009-06-23 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, Chairman and a Director of Indus International Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| 2010-06-23 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| 2011-06-22 | Private Investor. Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Former, Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). Former Chief Executive Officer of Assurant, Inc. (insurance provider) (1979-2000). |
| 2012-06-25 | Private Investor. Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Formerly, a Director of Loring Ward International (fund distributor) (2005-2007). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). Former Chief Executive Officer of Assurant, Inc. (insurance provider) (1979-2000). |
| 2013-06-28 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). |
| 2014-06-26 | Former Chairman (2002-2004) and a Director (1983-2004) of Systems & Computer Technology Corp. (provider of software to higher education). Former Chairman and a Director of Indus International, Inc. (provider of enterprise management software to the power generating industry) (2005-2007). Former Chief Executive Officer of Assurant, Inc. (insurance provider) (1979-2000). |
Source material: SEC submissions metadata and DEF 14A proxy filings from EDGAR. Last updated: 2026-07-06