Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2014-04-22 | Barbara M. Baumann is a former BP Amoco executive who currently serves as president and owner of Cross Creek Energy Corporation, an energy advisory firm with investments in the domestic oil and gas business. Prior to founding her own firm in 2003, Baumann was executive vice president of Associated Energy Managers, a private equity firm investing in small energy companies. Ms. Baumann began her 18-year career with Amoco (later BP Amoco) in 1981. She served in various areas of finance and operations, including chief financial officer of Ecova Corporation, Amoco's wholly-owned environmental remediation business, and vice president of Amoco's San Juan Basin business unit. |
| 2015-04-21 | Barbara M. Baumann is a former BP Amoco executive who currently serves as president and owner of Cross Creek Energy Corporation, an energy advisory firm with investments in the domestic oil and gas business. Prior to founding her own firm in 2003, Baumann was executive vice president of Associated Energy Managers, a private equity firm investing in small energy companies. Ms. Baumann began her 18-year career with Amoco (later BP Amoco) in 1981. She served in various areas of finance and operations, including chief financial officer of Ecova Corporation, Amoco's wholly-owned environmental remediation business, and vice president of Amoco's San Juan Basin business unit. |
| 2016-04-27 | Barbara M. Baumann is a former BP Amoco executive who currently serves as president and owner of Cross Creek Energy Corporation, an energy advisory firm with investments in the domestic oil and gas business. Prior to founding her own firm in 2003, Baumann was executive vice president of Associated Energy Managers, a private equity firm investing in small energy companies. Ms. Baumann began her 18-year career with Amoco (later BP Amoco) in 1981. She served in various areas of finance and operations, including chief financial officer of Ecova Corporation, Amoco's wholly-owned environmental remediation business, and vice president of Amoco's San Juan Basin business unit. She brings to the Board her extensive knowledge of the energy industry and her experience as an accomplished leader and business professional. |
| 2017-04-26 | Barbara M. Baumann is a former BP Amoco executive who currently serves as President and owner of Cross Creek Energy Corporation, an energy advisory firm with investments in the domestic oil and gas business. Prior to founding her own firm in 2003, Baumann was Executive Vice President of Associated Energy Managers, a private equity firm investing in small energy companies. Ms. Baumann began her 18-year career with Amoco (later BP Amoco) in 1981. She served in various areas of finance and operations, including Chief Financial Officer of Ecova Corporation, Amoco's wholly-owned environmental remediation business, and Vice President of Amoco's San Juan Basin business unit. She brings to the Board her extensive knowledge of the energy industry and her experience as an accomplished leader and business professional. |
| 2018-04-25 | Barbara M. Baumann is a former BP Amoco executive who currently serves as president and owner of Cross Creek Energy Corporation, an energy advisory firm with investments in the domestic oil and gas business. Prior to founding her own firm in 2003, Baumann was Executive Vice President of Associated Energy Managers, a private equity firm investing in small energy companies. Ms. Baumann began her 18-year career with Amoco (later BP Amoco) in 1981. She served in various areas of finance and operations, including Chief Financial Officer of Ecova Corporation, Amoco’s wholly-owned environmental remediation business, and Vice President of Amoco’s San Juan Basin business unit. She brings to the Board her extensive knowledge of the energy industry and her experience as an accomplished leader and business professional. |
| 2019-04-24 | Barbara M. Baumann is a former BP Amoco executive who currently serves as president and owner of Cross Creek Energy Corporation, an energy advisory firm with investments in the domestic oil and gas business. Prior to founding her own firm in 2003, Baumann was Executive Vice President of Associated Energy Managers, a private equity firm investing in small energy companies. Ms. Baumann began her 18-year career with Amoco (later BP Amoco) in 1981. She served in various areas of finance and operations, including Chief Financial Officer of Ecova Corporation, Amoco’s wholly-owned environmental remediation business, and Vice President of Amoco’s San Juan Basin business unit. |
| 2020-04-22 | Ms. Baumann earned a bachelor’s degree from Mount Holyoke College and a master’s in business administration from the Wharton School of the University of Pennsylvania. |
| 2021-04-23 | Ms. Baumann earned a bachelor’s degree from Mount Holyoke College and a master’s in business administration from the Wharton School of the University of Pennsylvania. |
| 2022-04-22 | Barbara M. Baumann joined the Board in January 2014. She is president and owner of Cross Creek Energy Corp., an energy advisory firm with investments in domestic oil and natural gas. She is currently on the board of National Fuel Gas Company and serves on the audit and financing committees. Baumann is a senior advisor for First Reserve Corp., a private equity firm focused on energy, and serves on the boards of three of First Reserve Corp.’s portfolio companies, Ascent Resources, IOG Resources, and Texas American Resources II. In addition, she is vice chair of the independent board of trustees of Putnam Mutual Funds. Previously, Baumann served in various areas of finance and operations during an 18-year career with Amoco (later BP Amoco). Those roles included chief financial officer of Ecova Corp., Amoco’s wholly owned environmental-remediation unit, and vice president of Amoco’s San Juan Basin business unit. She earned a bachelor’s degree from Mount Holyoke College and a master’s in business administration from the Wharton School of the University of Pennsylvania. |
| 2023-04-26 | Barbara M. Baumann joined the Board in January 2014 and was appointed Board Chair in January 2023. She is president of Cross Creek Energy Corp., an energy advisory firm with investments in domestic oil and natural gas. She is currently on the board of National Fuel Gas Company and serves on the audit and financing committees. Baumann is a senior advisor for First Reserve Corp., a private equity firm focused on energy, and she serves as vice chair of the independent board of trustees of the Putnam Mutual Funds. Previously, Baumann served in various areas of finance and operations during an 18-year career with Amoco (later BP Amoco). Those roles included chief financial officer of Ecova Corp., Amoco’s wholly owned environmental-remediation unit, and vice president of Amoco’s San Juan Basin business unit. She earned a bachelor’s degree from Mount Holyoke College and a master’s in business administration from the Wharton School of the University of Pennsylvania. |
| 2024-04-25 | Barbara M. Baumann joined the Board in January 2014 and was appointed Board Chair in January 2023. She is president of Cross Creek Energy Corp., an energy advisory firm with investments in domestic oil and natural gas. She earned a bachelor’s degree from Mount Holyoke College and a master’s in business administration from the Wharton School of the University of Pennsylvania. |
| Filing Date | Source Excerpt |
|---|---|
| 2011-01-06 | Barbara M. Baumann (Born 1955) Trustee since 2010. Ms. Baumann is President and Owner of Cross Creek Energy Corporation. She serves as a Director of SM Energy Company and Unisource Energy Corporation. She is a Trustee of Mount Holyoke College and co-chairs the Board's Finance Committee. Compensation from Putnam funds not stated. |
| 2012-01-06 | Ms. Baumann is President and Owner of Cross Creek Energy Corporation. She serves on the Investment Committee for Mount Holyoke College and is Chair of the Distributions Committee. Ms. Baumann received $109,500 total annual compensation from all Putnam funds. |
| 2012-11-30 | Barbara M. Baumann (Born 1955) Trustee since 2010 Ms. Baumann is President and Owner of Cross Creek Energy Corporation, a strategic consultant to domestic energy firms and direct investor in energy projects. Ms. Baumann currently serves as a Director of SM Energy Company, UNS Energy Corporation, and CVR Energy. Ms. Baumann is a Trustee of Mount Holyoke College. She is the former Chair of the Board and a current Board member of Girls Inc. of Metro Denver, and serves on the Finance Committee of The Children’s Hospital of Colorado, as well as the Investment Committee of The Denver Foundation. |
| 2013-12-20 | Barbara M. Baumann (Born 1955) Trustee since 2010 Ms. Baumann is President and Owner of Cross Creek Energy Corporation, a strategic consultant to domestic energy firms and direct investor in energy projects. Ms. Baumann currently serves as a Director of SM Energy Company (a publicly held U.S. exploration and production company) and UNS Energy Corporation (a publicly held electric and gas utility in Arizona). She is a director of Cody Resources management (a private company in the energy and ranching businesses). Ms. Baumann is a Trustee of Mount Holyoke College. She is a former Chair of the Board and a current Board member of Girls Inc. of Metro Denver, and serves on the Finance Committee of The Children’s Hospital of Colorado, as well as the Investment Committee of The Denver Foundation. Until May 2012, Ms. Baumann was a Director of CVR Energy (a publicly held petroleum refiner and fertilizer manufacturer). Prior to 2003, Ms. Baumann was Executive Vice President of Associated Energy Managers, a domestic private equity firm. From 1981 until 2000, she held a variety of financial and operational management positions with the global energy company Amoco Corporation and its successor, BP, most recently serving as Commercial Operations Manager of its Western Business Unit. Ms. Baumann holds an M.B.A. from The Wharton School of the University of Pennsylvania and a B.A. from Mount Holyoke College. |
| 2014-03-25 | Barbara M. Baumann (Born 1955) Trustee since 2010 Ms. Baumann is President and Owner of Cross Creek Energy Corporation, a strategic consultant to domestic energy firms and direct investor in energy projects. ... The members of the Committee include only Independent Trustees. ... The Distributions Committee currently consists of Ms. Baumann (Chairperson), Ms. Domotorffy and Messrs. Curtis, Darretta, Hill and Leibler. ... Investment Oversight Committee A currently consists of Messrs. Putnam (Chairperson), Ahamed, Curtis, Leibler and Stephens, Dr. Joskow, and Ms. Baumann. ... The Pricing Committee currently consists of Messrs. Darretta (Chairperson), Curtis, Hill and Leibler and Mses. Baumann and Domotorffy. ... Estimated annual benefits from all Putnam funds/Year Barbara M. Baumann/2010(3) N/A Total compensation from all Putnam funds ($)(2) $285,000 |
| 2015-02-24 | Ms. Baumann is President and Owner of Cross Creek Energy Corporation... Trustee since 2010... Compensation $285,000. |
| 2015-02-24 | Ms. Baumann is President and Owner of Cross Creek Energy Corporation... Director of Buckeye Partners, L.P. and Devon Energy Corporation... Trustee since 2010... Estimated annual benefits from all Putnam funds: N/A, Total compensation from all Putnam funds: $285,000. |
| 2016-03-03 | Barbara M. Baumann (Born 1955) Trustee since 2010 Ms. Baumann is President and Owner of Cross Creek Energy Corporation... Ms. Baumann holds an M.B.A. from The Wharton School of the University of Pennsylvania and a B.A. from Mount Holyoke College. Estimated annual benefits from all Putnam funds/Year N/A Total compensation from all Putnam funds ($) $300,000 |
| 2017-03-22 | Barbara M. Baumann (Born 1955) Trustee since 2010... Ms. Baumann is President and Owner of Cross Creek Energy Corporation... Independent Trustee... Compensation from all Putnam funds $315,000. |
| 2018-03-01 | Barbara M. Baumann (Born 1955), Trustee since 2010. Ms. Baumann is Chairperson of the Audit, Compliance and Distributions Committee. Compensation from all Putnam funds: $327,500. |
| Filing Date | Source Excerpt |
|---|---|
| 2020-01-24 | Ms. Baumann is a former BP Amoco executive who currently serves as President and Owner of Cross Creek Energy Corporation... No compensation stated for Ms. Baumann in the director compensation table. |
| 2021-01-22 | Barbara M. Baumann - age 65 ... Ms. Baumann is a former BP Amoco executive ... Board Committees: Audit, Financing ... Director Compensation Table - Fiscal 2020: Barbara M. Baumann total $159,003. |
| 2022-01-21 | Barbara M. Baumann - age 66. President and Owner of Cross Creek Energy Corporation. Board Committees: Audit, Financing. Director Compensation Table - Fiscal 2021: Total $285,063. |
| 2023-01-20 | Ms. Baumann is a former BP Amoco executive who currently serves as President and Owner of Cross Creek Energy Corporation. |
| 2024-01-19 | Ms. Baumann is President and Owner of Cross Creek Energy Corporation ... BOARD COMMITTEES: Audit, Financing ... Director Compensation Table —Fiscal 2023: Barbara M. Baumann: Total $285,137. |
| 2025-01-24 | Barbara Baumann AGE: 69 BOARD COMMITTEES: Audit, Financing Independent Director Ms. Baumann contributes extensive industry experience. In fiscal 2024, non-employee directors were paid shares of Common Stock equal in value to approximately $175,000 and a cash retainer of $111,250. Total compensation was $286,311. |
| Filing Date | Source Excerpt |
|---|---|
| 2010-08-18 | Ms. Baumann is President of Cross Creek Energy Corporation. She currently serves as a Director of SM Energy Company and Unisource Energy Corporation. The Compensation Table shows no compensation from Putnam funds for Ms. Baumann as she was elected July 1, 2010. |
| 2011-08-25 | Barbara M. Baumann (Born 1955) Trustee since 2010 Ms. Baumann is President and Owner of Cross Creek Energy Corporation, a strategic consultant to domestic energy firms and direct investor in energy projects. Ms. Baumann currently serves as a Director of SM Energy Company (a publicly held U.S. exploration and production company),Unisource Energy Corporation (a publicly held electric utility in Arizona), CVR Energy (a publicly held petroleum refiner and fertilizer manufacturer), as well as Cody Resources Management, LLP (a privately held energy, ranching, and commercial real estate company). Ms. Baumann is a Trustee of Mount Holyoke College and serves on the Investment Committee for the college’s endowment. She is the former Chair of the Board and a current Board member of Girls Inc. of Metro Denver, and serves on the Finance Committee of The Children’s Hospital of Denver. |
| 2012-08-20 | Ms. Baumann is President and Owner of Cross Creek Energy Corporation, a strategic consultant to domestic energy firms and direct investor in energy projects. ... The members of the Committee include only Independent Trustees. Each member of the Committee also is “independent,” as that term is interpreted for purposes of Rule 10A-3(b)(1) of the Securities Exchange Act of 1934, as amended (the “Exchange Act”) and the listing standards of the New York Stock Exchange. The Board has adopted a written charter for the Committee, a current copy of which is available at putnam.com/about-putnam/. The Committee currently consists of Messrs. Leibler (Chairperson), Curtis, Darretta and Hill, and Ms. Baumann. ... The Distributions Committee currently consists of Ms. Baumann (Chairperson), and Messrs. Curtis, Darretta, Hill and Leibler. ... Investment Oversight Committee B currently consists of Messrs. Putnam (Chairperson), Curtis, Leibler and Stephens, Dr. Joskow, and Ms. Baumann. ... The Pricing Committee currently consists of Messrs. Darretta (Chairperson), Curtis, Hill and Leibler, and Ms. Baumann. ... Barbara M. Baumann/2010 $297,000 |
| 2013-08-21 | Barbara M. Baumann (Born 1955) Trustee since 2010...Ms. Baumann is President and Owner of Cross Creek Energy Corporation...Audit and Compliance Committee currently consists of Messrs. Leibler (Chairperson), Curtis, Darretta and Hill and Mses. Baumann and Domotorffy...Distributions Committee currently consists of Mses. Baumann (Chairperson) and Domotorffy and Messrs. Curtis, Darretta, Hill and Leibler...Estimated annual compensation from all Putnam funds: $297,000. |
| 2013-12-20 | Barbara M. Baumann (Born 1955) Trustee since 2010 Ms. Baumann is President and Owner of Cross Creek Energy Corporation, a strategic consultant to domestic energy firms and direct investor in energy projects. Ms. Baumann currently serves as a Director of SM Energy Company (a publicly held U.S. exploration and production company) and UNS Energy Corporation (a publicly held electric and gas utility in Arizona). She is a director of Cody Resources management (a private company in the energy and ranching businesses). Ms. Baumann is a Trustee of Mount Holyoke College. She is a former Chair of the Board and a current Board member of Girls Inc. of Metro Denver, and serves on the Finance Committee of The Children’s Hospital of Colorado, as well as the Investment Committee of The Denver Foundation. Until May 2012, Ms. Baumann was a Director of CVR Energy (a publicly held petroleum refiner and fertilizer manufacturer). Prior to 2003, Ms. Baumann was Executive Vice President of Associated Energy Managers, a domestic private equity firm. From 1981 until 2000, she held a variety of financial and operational management positions with the global energy company Amoco Corporation and its successor, BP, most recently serving as Commercial Operations Manager of its Western Business Unit. Ms. Baumann holds an M.B.A. from The Wharton School of the University of Pennsylvania and a B.A. from Mount Holyoke College. |
| 2014-03-25 | Barbara M. Baumann (Born 1955) Trustee since 2010 Ms. Baumann is President and Owner of Cross Creek Energy Corporation, a strategic consultant to domestic energy firms and direct investor in energy projects. ... The members of the Committee include only Independent Trustees. ... The Committee currently consists of Messrs. Leibler (Chairperson), Curtis, Darretta and Hill and Mses. Baumann and Domotorffy. ... Distributions Committee currently consists of Ms. Baumann (Chairperson), Ms. Domotorffy and Messrs. Curtis, Darretta, Hill and Leibler. ... Estimated annual benefits from all Putnam funds ($) Total compensation from all Putnam funds ($) Barbara M. Baumann/2010(3) N/A $285,000 |
| 2015-02-24 | Ms. Baumann is President and Owner of Cross Creek Energy Corporation... Director of Buckeye Partners, L.P. and Devon Energy Corporation... Trustee since 2010... Independent Trustee... Compensation $285,000. |
| 2015-02-24 | Ms. Baumann is President and Owner of Cross Creek Energy Corporation... Director of Buckeye Partners, L.P. and Devon Energy Corporation... Trustee since 2010... Compensation $285,000. |
| 2016-03-03 | Barbara M. Baumann (Born 1955) Trustee since 2010 ... Ms. Baumann is President and Owner of Cross Creek Energy Corporation ... Ms. Baumann currently serves as a Director of Buckeye Partners, L.P. and Devon Energy Corporation ... The Audit, Compliance and Distributions Committee ... The Committee currently consists of Messrs. Darretta (Chairperson), Akhoury, Hill and Patterson, and Mses. Baumann and Domotorffy. ... Investment Oversight Committee A currently consists of Mses. Domotorffy (Chairperson) and Baumann, Messrs. Ahamed, Leibler, Putnam and Stephens and Dr. Joskow. ... The Pricing Committee currently consists of Messrs. Baumann (Chairperson) and Domotorffy, and Messrs. Akhoury, Darretta, Hill and Patterson. ... Estimated annual benefits from all Putnam funds Year: N/A Total compensation from all Putnam funds ($): $300,000. |
| 2017-03-22 | Barbara M. Baumann (Born 1955) Trustee since 2010. Ms. Baumann is President and Owner of Cross Creek Energy Corporation... Ms. Baumann is the Chair of the Board of Trustees of Mount Holyoke College... The Committee currently consists of Mses. Baumann (Chairperson) and Domotorffy, and Messrs. Akhoury, Darretta, Hill and Patterson. Estimated annual benefits from all Putnam funds: N/A. Total compensation from all Putnam funds: $315,000.00. |
| 2018-03-01 | Barbara M. Baumann — Ms. Baumann’s experience in the energy industry as a consultant, an investor, and in both financial and operational management positions at a global energy company, and her service as a director of multiple New York Stock Exchange companies. ... The Committee currently consists of Mses. Baumann (Chairperson), Baxter and Domotorffy and Messrs. Akhoury, Patterson and Singh. ... The Committee currently consists of Mses. Baxter (Chairperson) and Baumann and Messrs. Leibler and Putnam. ... Investment Oversight Committee A currently consists of Mses. Domotorffy (Chairperson) and Baumann, Messrs. Leibler and Putnam, and Drs. Hill and Joskow. ... The Committee currently consists of Messrs. Singh (Chairperson), Akhoury and Patterson and Mses. Baumann, Baxter and Domotorffy. ... Estimated annual benefits from all Putnam funds upon retirement ($) N/A Total compensation from all Putnam funds ($) $300,000. |
| 2019-03-08 | Barbara M. Baumann — Ms. Baumann’s experience in the energy industry as a consultant, an investor, and in both financial and operational management positions at a global energy company, and her service as a director of multiple New York Stock Exchange companies. Estimated annual benefits from all Putnam funds/year: N/A. Total compensation from all Putnam funds: $350,000. |
| 2020-03-25 | Barbara M. Baumann (Born 1955), Trustee since 2010; President of Cross Creek Energy Corporation... Independent Trustee... Chair of Audit, Compliance and Distributions Committee, member of Board Policy and Nominating Committee, Executive Committee, Investment Oversight Committee A... Estimated annual benefits from all Putnam Trustees/Year: N/A; Total compensation from all Putnam funds ($): $350,000. |
| 2021-03-16 | Barbara M. Baumann — Ms. Baumann’s experience in the energy industry as a consultant, an investor, and in both financial and operational management positions at a global energy company, and her service as a director of multiple New York Stock Exchange companies. |
| 2022-03-11 | Barbara M. Baumann — Ms. Baumann’s experience in the energy industry as a consultant, an investor, and in both financial and operational management positions at a global energy company, and her service as a director of multiple New York Stock Exchange companies. ... The Committee currently consists of Drs. Joskow (Chair), Messrs. Leibler and Putnam, and Ms. Baumann. ... The Committee currently consists of Messrs. Ahamed (Chair), Leibler, and Putnam, and Mses. Baumann and Sutphen. ... The Committee currently consists of Messrs. Putnam (Chair), Ahamed, and Leibler, and Mses. Baumann and Sutphen. ... The Committee currently consists of Messrs. Leibler (Chair) and Putnam and Ms. Baumann. ... Estimated annual benefits from all Putnam funds upon retirement ($)(1) n/a Total compensation from all Putnam funds ($)(2) $345,000 |
| 2023-03-20 | Barbara M. Baumann (Born 1955), Trustee since 2010, Vice Chair since 2022; President of Cross Creek Energy Corporation; Chair of Board Policy and Nominating Committee; Member of Brokerage Committee, Contract Committee; Total compensation $373,833. |
| 2023-08-02 | Barbara M. Baumann, Vice Chair, Board of Trustees |
| 2024-03-07 | Barbara M. Baumann (Born 1955), Trustee since 2010, Vice Chair since 2022...President of Cross Creek Energy Corporation...Director of Devon Energy Corporation...Chair of the Board Policy and Nominating Committee...Member of Brokerage Committee...Member of Contract Committee...Member of Investment Oversight Committee B...Member of Executive Committee...Total compensation from Putnam funds complex ($): $398,000. |
| 2025-03-10 | Barbara M. Baumann (Born 1955), Trustee since 2010, Vice Chair 2022 to 2024, Chair since 2024. Committees: Executive Committee, Brokerage Committee, Contract Committee, Investment Oversight Committee B, Board Policy and Nominating Committee. Compensation: $1,434 + $763 + $1,630 + $1,687 = $5,514 |
| Filing Date | Source Excerpt |
|---|---|
| 2011-01-06 | Barbara M. Baumann (Born 1955) Trustee since 2010 Ms. Baumann is President and Owner of Cross Creek Energy Corporation. She serves as a Director of SM Energy Company and Unisource Energy Corporation. She is a Trustee of Mount Holyoke College and co-chairs the Board's Finance Committee. Compensation from Putnam funds not stated. |
| 2012-01-06 | Barbara M. Baumann (Born 1955) Trustee since 2010 Ms. Baumann is President and Owner of Cross Creek Energy Corporation, a strategic consultant to domestic energy firms and direct investor in energy projects. Ms. Baumann currently serves as a Director of SM Energy Company (a publicly held U.S. exploration and production company), Unisource Energy Corporation (a publicly held electric utility in Arizona) and CVR Energy (a publicly held petroleum refiner and fertilizer manufacturer). Ms. Baumann is a Trustee of Mount Holyoke College and serves on the Investment Committee for the college’s endowment. She is the former Chair of the Board and a current Board member of Girls Inc. of Metro Denver, and serves on the Finance Committee of The Children’s Hospital of Denver. |
| 2012-11-30 | Barbara M. Baumann (Born 1955) Trustee since 2010 Ms. Baumann is President and Owner of Cross Creek Energy Corporation, a strategic consultant to domestic energy firms and direct investor in energy projects. |
| 2013-12-20 | Barbara M. Baumann (Born 1955) Trustee since 2010 Ms. Baumann is President and Owner of Cross Creek Energy Corporation, a strategic consultant to domestic energy firms and direct investor in energy projects. Ms. Baumann currently serves as a Director of SM Energy Company (a publicly held U.S. exploration and production company) and UNS Energy Corporation (a publicly held electric and gas utility in Arizona). She is a director of Cody Resources management (a private company in the energy and ranching businesses). Ms. Baumann is a Trustee of Mount Holyoke College. She is a former Chair of the Board and a current Board member of Girls Inc. of Metro Denver, and serves on the Finance Committee of The Children’s Hospital of Colorado, as well as the Investment Committee of The Denver Foundation. Until May 2012, Ms. Baumann was a Director of CVR Energy (a publicly held petroleum refiner and fertilizer manufacturer). Prior to 2003, Ms. Baumann was Executive Vice President of Associated Energy Managers, a domestic private equity firm. From 1981 until 2000, she held a variety of financial and operational management positions with the global energy company Amoco Corporation and its successor, BP, most recently serving as Commercial Operations Manager of its Western Business Unit. Ms. Baumann holds an M.B.A. from The Wharton School of the University of Pennsylvania and a B.A. from Mount Holyoke College. |
| 2014-03-25 | Barbara M. Baumann (Born 1955) Trustee since 2010 Ms. Baumann is President and Owner of Cross Creek Energy Corporation, a strategic consultant to domestic energy firms and direct investor in energy projects. ... The members of the Committee include only Independent Trustees. ... The Committee currently consists of Ms. Baumann (Chairperson), Ms. Domotorffy and Messrs. Curtis, Darretta, Hill and Leibler. ... The Board Policy and Nominating Committee currently consists of Messrs. Hill (Chairperson), Curtis, Patterson and Putnam and Ms. Baxter. ... Estimated annual benefits from all Putnam funds ($) N/A Total compensation from all Putnam funds ($) $285,000. |
| 2015-02-24 | Ms. Baumann is President and Owner of Cross Creek Energy Corporation... Trustee of the Putnam funds since 2010... Compensation from all Putnam funds $285,000. |
| 2015-02-24 | Ms. Baumann is President and Owner of Cross Creek Energy Corporation... Director of Buckeye Partners, L.P. and Devon Energy Corporation... Trustee of the Putnam funds since 2010... Compensation: $285,000 annually from all Putnam funds. |
| 2016-03-03 | Barbara M. Baumann (Born 1955) Trustee since 2010 ... Ms. Baumann is President and Owner of Cross Creek Energy Corporation ... Ms. Baumann currently serves as a Director of Buckeye Partners, L.P. and Devon Energy Corporation ... The Audit, Compliance and Distributions Committee ... The Committee currently consists of Messrs. Darretta (Chairperson), Akhoury, Hill and Patterson, and Mses. Baumann and Domotorffy. ... Investment Oversight Committee A currently consists of Mses. Domotorffy (Chairperson) and Baumann, Messrs. Ahamed, Leibler, Putnam and Stephens and Dr. Joskow. ... The Pricing Committee ... The Committee currently consists of Messrs. Baumann (Chairperson) and Domotorffy, and Messrs. Akhoury, Darretta, Hill and Patterson. ... Estimated annual benefits from all Putnam funds/Year N/A Total compensation from all Putnam funds ($) $300,000. |
| 2017-03-22 | Barbara M. Baumann (Born 1955) Trustee since 2010... President and Owner of Cross Creek Energy Corporation... Independent Trustee... Audit, Compliance and Distributions Committee... Investment Oversight Committee A... Pricing Committee... Total compensation from all Putnam funds ($): $315,000. |
| 2018-03-01 | Barbara M. Baumann (Born 1955), Trustee since 2010...Ms. Baumann holds a B.A. from Mount Holyoke College and an MBA from The Wharton School of the University of Pennsylvania...The Audit, Compliance and Distributions Committee...The members of the Committee include only Independent Trustees...The Committee currently consists of Mses. Baumann (Chairperson), Baxter and Domotorffy and Messrs. Akhoury, Patterson and Singh...The Executive Committee currently consists of Mses. Baxter (Chairperson) and Baumann and Messrs. Leibler and Putnam...Investment Oversight Committee A currently consists of Mses. Domotorffy (Chairperson) and Baumann, Messrs. Leibler and Putnam, and Drs. Hill and Joskow...The Pricing Committee currently consists of Messrs. Singh (Chairperson), Akhoury and Patterson and Mses. Baumann, Baxter and Domotorffy. |
| 2019-03-08 | Barbara M. Baumann — Ms. Baumann’s experience in the energy industry as a consultant, an investor, and in both financial and operational management positions at a global energy company, and her service as a director of multiple New York Stock Exchange companies. ... The Committee currently consists of Mses. Baumann (Chair) and Domotorffy, and Messrs. Akhoury, Patterson, and Singh. ... The Committee currently consists of Dr. Joskow (Chair), Messrs. Leibler, Patterson, and Putnam, and Ms. Baumann. ... The Committee currently consists of Messrs. Leibler (Chair) and Putnam, and Ms. Baumann. ... Investment Oversight Committee A currently consists of Mses. Domotorffy (Chair) and Baumann, Messrs. Leibler and Putnam, and Drs. Hill and Joskow. ... The Committee currently consists of Messrs. Singh (Chair), Akhoury, and Patterson, and Mses. Baumann and Domotorffy. ... Estimated annual benefits from all Putnam funds: N/A. Total compensation from all Putnam funds: $350,000. |
| 2020-03-25 | Barbara M. Baumann (Born 1955), Trustee since 2010; President of Cross Creek Energy Corporation... Independent Trustee... Chair of Audit, Compliance and Distributions Committee, member of Board Policy and Nominating Committee, Executive Committee, Investment Oversight Committee A, Pricing Committee... Total compensation from all Putnam funds $350,000. |
| 2021-03-16 | Barbara M. Baumann — Ms. Baumann’s experience in the energy industry as a consultant, an investor, and in both financial and operational management positions at a global energy company, and her service as a director of multiple New York Stock Exchange companies. ... The Committee currently consists of Messrs. Singh (Chair), Akhoury and Joskow, Ms. Domotorffy and Dr. Hill. ... The Committee currently consists of Dr. Joskow (Chair), Messrs. Leibler and Putnam, and Ms. Baumann. ... The Committee currently consists of Messrs. Ahamed (Chair), Leibler, and Putnam, and Mses. Baumann and Sutphen. ... The Committee currently consists of Messrs. Leibler (Chair) and Putnam and Ms. Baumann. ... Investment Oversight Committee B currently consists of Messrs. Akhoury (Chair), Leibler, and Putnam, Ms. Baumann, and Dr. Hill. ... Barbara M. Baumann/2010(3) ... $353,750 |
| 2022-03-11 | Barbara M. Baumann — Ms. Baumann’s experience in the energy industry as a consultant, an investor, and in both financial and operational management positions at a global energy company, and her service as a director of multiple New York Stock Exchange companies. |
| 2023-03-20 | Barbara M. Baumann (Born 1955), Trustee since 2010, Vice Chair since 2022; Independent Trustee; Committees: Chair of Board Policy and Nominating Committee, member of Brokerage Committee, Contract Committee, Investment Oversight Committee B; Total compensation from Putnam funds complex: $373,833. |
| 2023-08-02 | Barbara M. Baumann, Vice Chair, Board of Trustees |
| 2024-03-07 | Barbara M. Baumann (Born 1955), Trustee since 2010, Vice Chair since 2022; President of Cross Creek Energy Corporation; Chair of Board Policy and Nominating Committee; Member of Brokerage Committee; Member of Contract Committee; Member of Investment Oversight Committee B; Member of Executive Committee; Total compensation from Putnam funds complex ($): $398,000. |
| 2025-03-10 | Barbara M. Baumann (Born 1955), Trustee since 2010, Vice Chair 2022 to 2024, Chair since 2024. President of Cross Creek Energy Corporation. Director of Devon Energy Corporation, National Fuel Gas Company, Senior Advisor to First Reserve. Fees paid: $1,434 (Putnam Managed Municipal Income Trust), $763 (Putnam Master Intermediate Income Trust), $1,630 (Putnam Municipal Opportunities Trust), $1,687 (Putnam Premier Income Trust). |
| Filing Date | Source Excerpt |
|---|---|
| 2012-03-23 | Ms. Baumann is President and Owner of Cross Creek Energy Corporation, a strategic consultant to domestic energy firms and direct investor in energy projects. |
| 2013-03-20 | Ms. Baumann holds an M.B.A. from The Wharton School of the University of Pennsylvania and a B.A. from Mount Holyoke College. |
| 2013-12-20 | Ms. Baumann holds an M.B.A. from The Wharton School of the University of Pennsylvania and a B.A. from Mount Holyoke College. |
| 2014-03-25 | Ms. Baumann holds an M.B.A. from The Wharton School of the University of Pennsylvania and a B.A. from Mount Holyoke College. |
| 2015-02-24 | Ms. Baumann holds an M.B.A. from The Wharton School of the University of Pennsylvania and a B.A. from Mount Holyoke College. |
| 2015-02-24 | Ms. Baumann holds an M.B.A. from The Wharton School of the University of Pennsylvania and a B.A. from Mount Holyoke College. |
| 2016-03-03 | Ms. Baumann holds an M.B.A. from The Wharton School of the University of Pennsylvania and a B.A. from Mount Holyoke College. |
| 2017-03-22 | Ms. Baumann holds an M.B.A. from The Wharton School of the University of Pennsylvania and a B.A. from Mount Holyoke College. |
| 2018-03-01 | Ms. Baumann holds a B.A. from Mount Holyoke College and an MBA from The Wharton School of the University of Pennsylvania. |
| 2019-03-08 | Barbara M. Baumann — Ms. Baumann’s experience in the energy industry as a consultant, an investor, and in both financial and operational management positions at a global energy company, and her service as a director of multiple New York Stock Exchange companies. |
| 2020-03-25 | Barbara M. Baumann — Ms. Baumann’s experience in the energy industry as a consultant, an investor, and in both financial and operational management positions at a global energy company, and her service as a director of multiple New York Stock Exchange companies. |
| 2021-03-16 | Barbara M. Baumann — Ms. Baumann’s experience in the energy industry as a consultant, an investor, and in both financial and operational management positions at a global energy company, and her service as a director of multiple New York Stock Exchange companies. |
| 2022-03-11 | Barbara M. Baumann — Ms. Baumann’s experience in the energy industry as a consultant, an investor, and in both financial and operational management positions at a global energy company, and her service as a director of multiple New York Stock Exchange companies. |
| 2023-03-20 | President of Cross Creek Energy Corporation, a strategic consultant to domestic energy firms and direct investor in energy projects. |
| 2023-08-02 | Barbara M. Baumann, Vice Chair |
| 2024-03-07 | President of Cross Creek Energy Corporation, a strategic consultant to domestic energy firms and direct investor in energy projects. |
| 2025-03-10 | President of Cross Creek Energy Corporation, a strategic consultant to domestic energy firms and direct investor in energy projects. |
| Filing Date | Source Excerpt |
|---|---|
| 2011-01-06 | Barbara M. Baumann (Born 1955) Trustee since 2010 Ms. Baumann is President and Owner of Cross Creek Energy Corporation. She currently serves as a Director of SM Energy Company and Unisource Energy Corporation. She is a Trustee of Mount Holyoke College and co-chairs the Board's Finance Committee. She serves on the Finance Committee of The Children's Hospital of Denver. Compensation from Putnam High Income Securities Fund: Not stated. |
| 2012-01-06 | Ms. Baumann is President and Owner of Cross Creek Energy Corporation. She serves on the Investment Committee for Mount Holyoke College and is Chair of the Distributions Committee. The Trustees periodically review their fees. Ms. Baumann received $109,500 from all Putnam funds. |
| 2012-11-30 | Ms. Baumann is President and Owner of Cross Creek Energy Corporation. She serves as a Director of SM Energy Company, UNS Energy Corporation, and CVR Energy. Trustee since 2010. |
| 2013-12-20 | Barbara M. Baumann (Born 1955) Trustee since 2010 Ms. Baumann is President and Owner of Cross Creek Energy Corporation, a strategic consultant to domestic energy firms and direct investor in energy projects. Ms. Baumann currently serves as a Director of SM Energy Company (a publicly held U.S. exploration and production company) and UNS Energy Corporation (a publicly held electric and gas utility in Arizona). She is a director of Cody Resources management (a private company in the energy and ranching businesses). Ms. Baumann is a Trustee of Mount Holyoke College. She is a former Chair of the Board and a current Board member of Girls Inc. of Metro Denver, and serves on the Finance Committee of The Children’s Hospital of Colorado, as well as the Investment Committee of The Denver Foundation. Until May 2012, Ms. Baumann was a Director of CVR Energy (a publicly held petroleum refiner and fertilizer manufacturer). Prior to 2003, Ms. Baumann was Executive Vice President of Associated Energy Managers, a domestic private equity firm. From 1981 until 2000, she held a variety of financial and operational management positions with the global energy company Amoco Corporation and its successor, BP, most recently serving as Commercial Operations Manager of its Western Business Unit. Ms. Baumann holds an M.B.A. from The Wharton School of the University of Pennsylvania and a B.A. from Mount Holyoke College. |
| 2014-03-25 | Barbara M. Baumann (Born 1955) Trustee since 2010...Ms. Baumann is President and Owner of Cross Creek Energy Corporation...Ms. Baumann currently serves as a Director of Devon Energy Corporation...Ms. Baumann is a Trustee of Mount Holyoke College...Audit and Compliance Committee members include Mses. Baumann and Domotorffy...Distributions Committee currently consists of Ms. Baumann (Chairperson), Ms. Domotorffy and Messrs. Curtis, Darretta, Hill and Leibler...Estimated annual benefits from all Putnam funds $N/A, Total compensation from all Putnam funds $285,000. |
| 2015-02-24 | Ms. Baumann is President and Owner of Cross Creek Energy Corporation... Director of Buckeye Partners, L.P. and Devon Energy Corporation... Independent Trustee... Compensation: $285,000. |
| 2015-02-24 | Ms. Baumann is President and Owner of Cross Creek Energy Corporation. She serves as a Director of Buckeye Partners, L.P. and Devon Energy Corporation. She serves on the Board of The Denver Foundation and Girls Inc. of Metro Denver. She serves on Audit and Compliance Committee, Distributions Committee, and Pricing Committee. Estimated annual compensation from all Putnam funds is $285,000. |
| 2016-03-03 | Barbara M. Baumann (Born 1955) Trustee since 2010...President and Owner of Cross Creek Energy Corporation...Director of Buckeye Partners, L.P. and Devon Energy Corporation...serves on the Board of The Denver Foundation...former Chair of the Board and current Board member of Girls Inc. of Metro Denver...holds an M.B.A. from The Wharton School of the University of Pennsylvania and a B.A. from Mount Holyoke College...Estimated annual benefits from all Putnam funds: N/A, Total compensation from all Putnam funds: $300,000. |
| 2017-03-22 | Barbara M. Baumann (Born 1955) Trustee since 2010...Ms. Baumann is President and Owner of Cross Creek Energy Corporation...Ms. Baumann currently serves as a Director of Buckeye Partners, L.P. and Devon Energy Corporation...Audit, Compliance and Distributions Committee members include Messrs. Darretta (Chairperson), Akhoury, Hill and Patterson, and Mses. Baumann and Domotorffy...Investment Oversight Committee A currently consists of Mses. Domotorffy (Chairperson) and Baumann, Messrs. Ahamed, Leibler, Putnam and Stephens and Dr. Joskow...Pricing Committee currently consists of Mses. Baumann (Chairperson) and Domotorffy, and Messrs. Akhoury, Darretta, Hill and Patterson...Estimated annual benefits from all Putnam funds $0, Total compensation from all Putnam funds $315,000. |
| 2018-03-01 | Barbara M. Baumann — Ms. Baumann’s experience in the energy industry as a consultant, an investor, and in both financial and operational management positions at a global energy company, and her service as a director of multiple New York Stock Exchange companies. |
| 2019-03-08 | Barbara M. Baumann — Ms. Baumann’s experience in the energy industry as a consultant, an investor, and in both financial and operational management positions at a global energy company, and her service as a director of multiple New York Stock Exchange companies. Estimated annual benefits from all Putnam funds/year: N/A. Total compensation from all Putnam funds: $350,000. |
| 2020-03-25 | Barbara M. Baumann (Born 1955), Trustee since 2010; President of Cross Creek Energy Corporation... Chair of the Audit, Compliance and Distributions Committee; Compensation: $350,000 annually. |
| 2021-03-16 | Barbara M. Baumann — Ms. Baumann’s experience in the energy industry as a consultant, an investor, and in both financial and operational management positions at a global energy company, and her service as a director of multiple New York Stock Exchange companies. ... The Committee currently consists of Dr. Joskow (Chair), Messrs. Leibler and Putnam, and Ms. Baumann. ... The Committee currently consists of Messrs. Ahamed (Chair), Leibler, and Putnam, and Mses. Baumann and Sutphen. ... The Committee currently consists of Messrs. Ahamed (Chair), Leibler, and Putnam, and Mses. Baumann and Sutphen. ... The Committee currently consists of Messrs. Leibler (Chair) and Putnam and Ms. Baumann. ... Investment Oversight Committee B currently consists of Messrs. Akhoury (Chair), Leibler, and Putnam, Ms. Baumann, and Dr. Hill. ... Barbara M. Baumann/2010 (3)(4) N/A $353,750 |
| 2022-03-11 | Barbara M. Baumann — Ms. Baumann’s experience in the energy industry as a consultant, an investor, and in both financial and operational management positions at a global energy company, and her service as a director of multiple New York Stock Exchange companies. ... The Committee currently consists of Dr. Joskow (Chair), Messrs. Leibler and Putnam, and Ms. Baumann. ... The Committee currently consists of Messrs. Ahamed (Chair), Leibler, and Putnam, and Mses. Baumann and Sutphen. ... The Committee currently consists of Messrs. Putnam (Chair), Ahamed, and Leibler, and Mses. Baumann and Sutphen. ... The Committee currently consists of Messrs. Leibler (Chair) and Putnam and Ms. Baumann. ... Estimated annual benefits from all Putnam funds upon retirement ($)(1) n/a Total compensation from all Putnam funds ($)(2) $345,000 |
| 2023-03-20 | Barbara M. Baumann (Born 1955), Trustee since 2010, Vice Chair since 2022; President of Cross Creek Energy Corporation; Chair of Board Policy and Nominating Committee; Member of Brokerage Committee, Contract Committee; Total compensation $373,833. |
| 2023-08-02 | Barbara M. Baumann, Vice Chair |
| 2024-03-07 | Barbara M. Baumann (Born 1955), Trustee since 2010, Vice Chair since 2022...President of Cross Creek Energy Corporation...Chair of the Board Policy and Nominating Committee...Member of Brokerage Committee...Member of Contract Committee...Member of Executive Committee...Member of Investment Oversight Committee B...Total compensation from Putnam funds complex ($): $398,000. |
| 2025-03-10 | Barbara M. Baumann (Born 1955), Trustee since 2010, Vice Chair 2022 to 2024, Chair since 2024. Committees: Executive Committee, Brokerage Committee, Contract Committee, Investment Oversight Committee B, Board Policy and Nominating Committee (Chair). Compensation: $1,434 + $763 + $1,630 + $1,687 |
| Filing Date | Source Excerpt |
|---|---|
| 2013-04-11 | Ms. Baumann brings to the Board over 26 years of experience in the oil and gas exploration and production industry, including broad strategic planning, economic evaluation, operational, natural gas marketing, and human resources management skills and experience, which are important to the oversight of our financial, operational, and compensation management functions. She also has significant financial management and accounting management experience, which is important in our oversight of our financial reporting and financial risk management functions. |
Data sourced from SEC filings. Last updated: 2025-12-06