Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2011-02-25 | Bradford K. Gallagher 2/28/1944 PCN/PKO Class III PTY/PCM Class II Nominee, Trustee/Director Since September 2010 Founder, Spyglass Investments LLC, a private investment vehicle (since 2001); Founder, President and CEO of Cypress Holding Company and Cypress Tree Investment Management Company (since 1995); Trustee, The Common Fund (since 2005); Director, Anchor Point Inc. (since 1995); Chairman and Trustee, Atlantic Maritime Heritage Foundation (since 2007); and Director, Shielding Technology Inc. (since 2006). Formerly, Chairman and Trustee of Grail Advisors ETF Trust (2009-2010) and Trustee of Nicholas-Applegate Institutional Funds (2007-2010) Each of the Independent Trustees/Directors also serves as a trustee/director of PIMCO Municipal Income Fund, PIMCO California Municipal Income Fund, PIMCO New York Municipal Income Fund, PIMCO Municipal Income Fund II, PIMCO California Municipal Income Fund II, PIMCO New York Municipal Income Fund II, PIMCO Municipal Income Fund III, PIMCO California Municipal Income Fund III, PIMCO New York Municipal Income Fund III, AGIC Convertible & Income Fund, AGIC Convertible & Income Fund II, PIMCO High Income Fund, PIMCO Income Strategy Fund, PIMCO Income Strategy Fund II, NFJ Dividend, Interest & Premium Strategy Fund, AGIC International & Premium Strategy Fund, PIMCO Global StocksPLUS & Income Fund, AGIC Equity & Convertible Income Fund, AGIC Global Equity & Convertible Income Fund, and PIMCO Strategic Global Government Fund Inc., each a closed-end fund for which the Manager serves as investment manager and affiliates of the Manager serve as sub-advisers (together, the "Allianz Closed-End Funds") and certain other open-end investment companies for which the Manager serves as investment manager and administrator and affiliates of the Manager serve as investment sub-advisers (together with the Allianz Closed-End Funds, the "Allianz Managed Funds"). Each Trustee/Director, other than any Trustee/Director who is a director, officer, partner or employee of the Manager, PIMCO or any entity controlling, controlled by or under common control with the Manager or PIMCO receives annual compensation of $250,000, which is payable quarterly. The Independent Chairman of the Boards receives an additional $75,000 per year, payable quarterly. The Audit Oversight Committee Chairman receives an additional $50,000 per year, payable quarterly. Trustees/Directors will also be reimbursed for meeting-related expenses. Trustees/Directors do not currently receive any pension or retirement benefits from the Funds or the Fund Complex. The following table provides information concerning the compensation paid to the Trustees/Directors and nominees for the fiscal years ended October 31, 2010 for PCN and PKO, November 30, 2010 for PTY and December 31, 2010 for PCM. For the calendar year ended December 31, 2010, the Trustees/Directors received the compensation set forth in the table below for serving as trustees/directors of the Funds and other funds in the same "Fund Complex" as the Funds. Each officer and each Trustee/Director who is a director, officer, partner, member or employee of the Manager or the Sub-Adviser, or of any entity controlling, controlled by or under common control with the Manager or the Sub-Adviser including any Interested Trustee/Director, serves without any compensation from the Funds. Bradford K. Gallagher $ 302 $ 584 $ 157 $ 427 $ 70,720 |
| 2012-06-20 | Bradford K. Gallagher 02/28/1944 Class II Director Since September 2010 ... Director of the funds in the Allianz/PIMCO Fund Complex since 2010. ... The Funds Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden and Rappaport and Ms. DeCotis, each of whom is an Independent Director. Mr. Jacobson is the Chairman of the Funds Audit Oversight Committee. ... The Board of the Fund has a Nominating Committee composed solely of Independent Directors, currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden and Rappaport and Ms. DeCotis. ... The Board of the Fund has a Valuation Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden and Rappaport and Ms. DeCotis. ... The Board of the Fund has a Compensation Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden and Rappaport and Ms. DeCotis. ... Each Director of the Fund, other than any Director who is a director, officer, partner or employee of the Manager, PIMCO or any entity controlling, controlled by or under common control with the Manager or PIMCO, receives annual compensation of $250,000, which is payable quarterly. |
| 2013-02-28 | Bradford K. Gallagher 1944 PCN/PKO - Class III PTY/PCM - Class II Trustee Trustee/Director Since September 2010 Partner, New Technology Ventures Capital Management LLC, a venture capital fund (since 2011); Chairman and Trustee, Atlantic Maritime Heritage Foundation (since 2007); Chairman and Trustee, The Common Fund (since 2005); Founder, Spyglass Investments LLC, a private investment vehicle (since 2001); and Founder, President and CEO of Cypress Holding Company and Cypress Tree Investment Management Company (since 1995). Trustee/Director of the funds in the Allianz/PIMCO Fund Complex since 2010. Compensation Table: Bradford K. Gallagher $250,000 total compensation. |
| 2014-02-28 | Bradford K. Gallagher 1944 PCM/PTY 65 Class II PCN/PKO 65 Class III PCI 65 Class II Nominee,Director/Trustee Nominee,Trustee Trustee PCM/PCN/PTY/PKO 65 Since 2010 PCI 65 Since inception (2013) Retired. Chairman and Trustee, Atlantic Maritime Heritage Foundation (since 2007); Chairman and Trustee, The Common Fund (since 2005); Founder, Spyglass Investments LLC, a private investment vehicle (since 2001); and Founder, President and CEO, Cypress Holding Company and Cypress Tree Investment Management Company (since 1995). Formerly, Partner, New Technology Ventures Capital Management LLC, a venture capital fund (2011-2013).Trustee/Director of the funds in the Allianz/PIMCO Fund Complex since 2010. Each Trustee/Director, other than any Trustee/Director who is a director, officer, partner or employee of the Manager, PIMCO or any entity controlling, controlled by or under common control with the Manager or PIMCO, receives annual compensation of $250,000 for service on the Boards of all of the Allianz Managed Funds. |
| 2015-03-02 | Bradford K. Gallagher 1944 PCM/PTY-Class II PCN/PKO-Class III Trustee PCM/PCN/PTY/PKO-Since 2010 Retired. Founder, Spyglass Investments LLC, a private investment vehicle (since 2001). ...The Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis, each of whom is an Independent Trustee. ...The Nominating Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis. ...The Valuation Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis. ...The Compensation Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis. ...During the calendar year ended December 31, 2014, the Trustees received the compensation set forth in the table below...Bradford K. Gallagher: $234,000 total compensation. |
| 2016-03-11 | Bradford K. Gallagher 1944 PCM/PTY/PCI-Class II PCN/PKO-Class III Trustee PCI-Since 2013 PCM/PCN/PTY/PKO-Since 2010 Retired. Founder, Spyglass Investments LLC, a private investment vehicle (since 2001). Formerly, Chairman and Trustee, The Common Fund (2005-2014); Partner, New Technology Ventures Capital Management LLC, a venture capital fund (2011-2013); Chairman and Trustee, Atlantic Maritime Heritage Foundation (2007-2012); and Founder, President and CEO, Cypress Holding Company and Cypress Tree Investment Management Company (1995-2001). 91 Formerly, Chairman and Trustee of Grail Advisors ETF Trust (2009- 2010) and Trustee of Nicholas-Applegate Institutional Funds (2007-2010). ...The Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis, each of whom is an Independent Trustee. Mr. Jacobson is the current Chairman of each Fund's Audit Oversight Committee. ...The Board of each Fund has established a Nominating Committee composed solely of Independent Trustees, currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis. ...The Board of each Fund has established a Valuation Oversight Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis. Mr. Ogden is the Chair of each Fund's Valuation Oversight Committee. ...The Board of each Fund has established a Compensation Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis. |
| 2017-03-10 | Bradford K. Gallagher 1944 PCM/PTY/PCI-Class II PCN/PKO-Class III Trustee, Nominee PCI-Since 2013 PCM/PCN/PTY/PKO-Since 2010 Retired. Founder, Spyglass Investments LLC, a private investment vehicle (since 2001). Each Independent Trustee currently receives annual compensation of $225,000 for his or her service on the Boards of the PIMCO-Managed Funds. Trustees are also reimbursed for meeting-related expenses. Total Compensation: $450,000. |
| 2019-03-08 | Bradford K. Gallagher 1944 Trustee, Nominee PCI-Since 2013 Retired. Founder, Spyglass Investments LLC, a private investment vehicle (since 2001). Formerly, Chairman and Trustee, The Common Fund (2005-2014); Partner, New Technology Ventures Capital Management LLC, a venture capital fund (2011-2013); Chairman and Trustee, Atlantic Maritime Heritage Foundation (2007-2012); and Founder, President and CEO, Cypress Holding Company and Cypress Tree Investment Management Company (1995-2001). PCM/PTY/PCI-Class II PCM/PCN/PTY/PKO-Since 2010 PCN/PKO-Class III Audit Oversight Committee, Nominating Committee, Compensation Committee, Contracts Committee, Performance Committee |
| Filing Date | Source Excerpt |
|---|---|
| 2011-11-18 | Bradford K. Gallagher ... Nominee, Trustee ... Independent Trustees/Nominees ... Audit Oversight Committee currently consists of Messrs. Belica, Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. Zoullas ... Compensation ... $70,720 |
| 2012-11-20 | Bradford K. Gallagher ... 1944 ... Trustee ... Since December 2010 ... Mr. Gallagher has substantial executive and board experience ... Compensation Table ... Bradford K. Gallagher ... $250,000 |
| 2013-11-19 | Bradford K. Gallagher ... 1944 ... Trustee ... Independent Trustees/Nominees ... Each Fund’s Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Board of each Fund has a Compensation Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Total Compensation ... $250,000 |
| 2014-11-20 | Bradford K. Gallagher ... Independent Trustees/Nominees ... PMF/PCQ/PNF/PML/PCK/PNI Class III Trustee, Nominee ... PMX/PZC/PYN Class II Trustee ... Total Compensation ... Bradford K. Gallagher $250,000 |
| 2015-11-23 | Bradford K. Gallagher ... Trustee ... The Board of each Fund has established an Audit Oversight Committee ... currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Board of each Fund has a Compensation Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Total Compensation from the Funds and Fund Complex Paid to Trustees/Nominees for the Calendar Year Ended December 31, 2014 ... Bradford K. Gallagher ... $282,489. |
| 2016-10-31 | Bradford K. Gallagher ... Trustee, Nominee ... Mr. Gallagher has substantial executive and board experience ... The Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Nominating Committee ... currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Valuation Oversight Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden and Rappaport and Ms. DeCotis ... The Compensation Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Contracts Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Total Compensation ... Bradford K. Gallagher ... $450,000 |
| 2017-10-23 | Bradford K. Gallagher ... Trustee, Nominee ... The Board has established six standing Committees ... currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Compensation Table ... Bradford K. Gallagher ... $450,000 |
| 2018-11-02 | Bradford K. Gallagher ... Trustee ... Each Fund’s Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Compensation Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Performance Committee consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport, Maney and Dawson and Ms. DeCotis. |
| 2019-11-04 | Bradford K. Gallagher ... Trustee ... Since 2010 ... The following table provides information concerning the compensation paid to the Trustees and Board Nominees ... Bradford K. Gallagher ... Total Compensation ... $460,000 |
| Filing Date | Source Excerpt |
|---|---|
| 2011-11-18 | Bradford K. Gallagher ... Nominee, Trustee ... Audit Oversight Committee currently consists of Messrs. Belica, Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. Zoullas ... Compensation ... $70,720 |
| 2012-11-20 | Bradford K. Gallagher ... 1944 ... Position(s) Held with the Funds: Trustee ... Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Nominating Committee ... Valuation Committee ... Compensation Committee ... Total Compensation ... Bradford K. Gallagher ... $250,000 |
| 2013-11-19 | “Bradford K. Gallagher ... Trustee ... PMF/PCQ/PNF/PML/PCK/PNI — Class III PMX/PZC/PYN — Class II ... Each Fund’s Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Nominating Committee ... currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Compensation Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Total Compensation ... Bradford K. Gallagher ... $250,000” |
| 2014-11-20 | Bradford K. Gallagher ... Independent Trustees/Nominees ... Each Fund’s Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The following table provides ... Total Compensation ... Bradford K. Gallagher $250,000 |
| 2015-11-23 | Bradford K. Gallagher 1944 Trustee ... The Board of each Fund has established an Audit Oversight Committee ... currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Board of each Fund has a Compensation Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Total Compensation ... Bradford K. Gallagher ... $282,489 |
| 2016-10-31 | Bradford K. Gallagher ... Position(s) Held with the Funds: Trustee, Nominee ... Mr. Gallagher has substantial executive and board experience ... The Board has established five standing Committees ... The membership of each Committee consists of all of the Independent Trustees ... Total Compensation from the Funds and Fund Complex Paid to Trustees/Nominees for the Calendar Year Ended December 31, 2015 ... Bradford K. Gallagher $450,000. |
| 2017-10-23 | Bradford K. Gallagher ... Position(s) Held with the Funds: Trustee, Nominee ... Age 84 ... Compensation: $450,000 ... Each Fund’s Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Performance Committee consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport, Maney and Dawson and Ms. DeCotis. |
| 2018-11-02 | Bradford K. Gallagher ... Trustee ... Each Fund’s Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Nominating Committee ... currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Valuation Oversight Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden and Rappaport and Ms. DeCotis ... Compensation Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Contracts Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Performance Committee ... consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport, Maney and Dawson and Ms. DeCotis ... Total Compensation ... Bradford K. Gallagher ... $460,000 |
| 2019-11-04 | Bradford K. Gallagher 1944 ... Trustee ... Since 2010 ... The following table provides ... Total Compensation ... Bradford K. Gallagher ... $460,000 |
| Filing Date | Source Excerpt |
|---|---|
| 2011-11-18 | Bradford K. Gallagher02/28/1944... Nominee, Trustee ... Independent Trustees/Nominees ... Audit Oversight Committee currently consists of Messrs. Belica, Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. Zoullas ... The Board of each Fund has a Compensation Committee currently consisting of Messrs. Belica, Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. Zoullas. |
| 2012-11-20 | Bradford K. Gallagher 1944 ... Trustee ... Mr. Gallagher has substantial executive and board experience...; and the compensation table shows total compensation of $250,000 for the calendar year ended December 31, 2011. |
| 2013-11-19 | Bradford K. Gallagher ... 1944 ... Trustee ... Independent Trustees/Nominees ... Each Fund’s Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Board of each Fund has a Compensation Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Total Compensation ... $250,000 |
| 2014-11-20 | Bradford K. Gallagher ... Independent Trustees/Nominees ... PMF/PCQ/PNF/PML/PCK/PNI Class III Trustee, Nominee ... PMX/PZC/PYN Class II Trustee ... Each Fund’s Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Nominating Committee ... Valuation Committee ... Compensation Committee ... Total Compensation ... Bradford K. Gallagher $250,000 |
| 2015-11-23 | Bradford K. Gallagher (1944) is listed as "Trustee" under Independent Trustees/Nominees. The filing says the Independent Trustees comprise the Audit Oversight, Nominating, Valuation Oversight and Compensation Committees. Compensation table shows "Bradford K. Gallagher ... $282,489" total compensation for calendar year ended December 31, 2014. |
| 2016-10-31 | Bradford K. Gallagher ... Trustee, Nominee ... Mr. Gallagher has substantial executive and board experience ... The Board of each Fund has established five standing Committees ... The membership of each Committee consists of all of the Independent Trustees ... Total Compensation ... Bradford K. Gallagher ... $450,000 |
| 2017-10-23 | Bradford K. Gallagher ... Trustee, Nominee ... The Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Nominating Committee ... currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Valuation Oversight Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden and Rappaport and Ms. DeCotis ... The Compensation Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Contracts Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Performance Committee consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport, Maney and Dawson and Ms. DeCotis ... Bradford K. Gallagher ... $450,000 |
| 2018-11-02 | Bradford K. Gallagher ... Trustee ... Each Fund’s Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Nominating Committee ... Valuation Oversight Committee ... Compensation Committee ... Contracts Committee ... Performance Committee ... Total Compensation ... $460,000 |
| 2019-11-04 | Bradford K. Gallagher ... 1944 ... Trustee ... Since 2010 ... Total Compensation ... $460,000 |
| Filing Date | Source Excerpt |
|---|---|
| 2011-02-25 | Bradford K. Gallagher ... Nominee, Trustee/Director ... Trustee/Director of the funds in the Allianz/PIMCO Fund Complex since 2010 ... Compensation ... Bradford K. Gallagher(2) ... $70,720 |
| 2012-03-06 | Bradford K. Gallagher ... 02/28/1944 ... PCN/PKO – Class III ... PTY – Class II ... Trustee ... Independent Trustees/Nominees ... Each Fund’s Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. Zoullas ... The Board of each Fund has a Compensation Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. Zoullas ... Total Compensation ... $250,000 |
| 2013-02-28 | Bradford K. Gallagher ... 1944 ... PCN/PKO — Class III / PTY/PCM — Class II ... Trustee / Trustee/Director ... Trustee/Director of the funds in the Allianz/PIMCO Fund Complex since 2010. ... Mr. Gallagher has substantial executive and board experience ... |
| 2014-02-28 | Bradford K. Gallagher ... Nominee,Director/Trustee ... Nominee,Trustee ... Trustee ... 65 ... Formerly, Chairman and Trustee of Grail Advisors ETF Trust ... Each Trustee/Director ... receives annual compensation of $250,000 ... The Board of each Fund has established an Audit Oversight Committee ... currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden and Rappaport and Ms. DeCotis ... The Board of each Fund has a Nominating Committee ... currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, and Rappaport and Ms. DeCotis ... The Valuation Committee ... currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden and Rappaport and Ms. DeCotis ... The Compensation Committee ... currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden and Rappaport and Ms. DeCotis. |
| 2015-03-02 | Bradford K. Gallagher 1944 ... Trustee ... Independent Trustees/Nominees ... Each Fund’s Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Nominating Committee ... currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Valuation Oversight Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Compensation Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Total Compensation ... $234,000 |
| 2016-03-11 | Bradford K. Gallagher ... Position(s) Held with the Funds: Trustee ... Each Fund's Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Board of each Fund has established a Valuation Oversight Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Compensation Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Total Compensation ... Bradford K. Gallagher ... $450,000 |
| 2017-03-10 | Bradford K. Gallagher ... Position(s) Held with the Funds: Trustee, Nominee ... Mr. Gallagher has substantial executive and board experience ... Total Compensation from the Funds and Fund Complex Paid to Trustees/Nominees for the Calendar Year Ended December 31, 2016: Bradford K. Gallagher $450,000. |
| 2018-03-09 | Bradford K. Gallagher ... Trustee, Nominee ... Audit Oversight Committee ... Nominating Committee ... Valuation Oversight Committee ... Compensation Committee ... Contracts Committee ... Performance Committee ... Total Compensation ... Bradford K. Gallagher ... $460,000 |
| 2019-03-08 | “Bradford K. Gallagher 1944 | Trustee, Nominee | PCI-Since 2013 ...” and “The Board of each Fund has established ... committees ... currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Mses. DeCotis and Cogan.” |
| Filing Date | Source Excerpt |
|---|---|
| 2011-02-25 | Bradford K. Gallagher ... Nominee, Trustee/Director ... Since September 2010 ... Compensation ... Bradford K. Gallagher(2) ... $70,720 |
| 2012-03-06 | Bradford K. Gallagher ... Trustee ... Independent Trustees/Nominees ... The Board of each Fund has an Audit Oversight Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. Zoullas ... Nominating Committee ... Valuation Committee ... Compensation Committee ... Total Compensation ... $250,000 |
| 2013-02-28 | Bradford K. Gallagher 1944 PCN/PKO – Class III PTY/PCM – Class II ... Trustee / Trustee/Director ... The Board of each Fund has established four standing Committees ... membership of each Committee consists of all of the Independent Trustees/Directors ... Compensation Table ... Bradford K. Gallagher ... Total Compensation ... $250,000 |
| 2014-02-28 | Bradford K. Gallagher ... Nominee,Director/Trustee ... Trustee/Director of the funds in the Allianz/PIMCO Fund Complex since 2010 ... Each Fund’s Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden and Rappaport and Ms. DeCotis ... Nominating Committee ... Valuation Committee ... Compensation Committee ... Total Compensation ... $250,000 |
| 2015-03-02 | Bradford K. Gallagher 1944 PCM/PTY-Class II PCN/PKO-Class III Trustee ... Mr. Gallagher has substantial executive and board experience ... Each Fund’s Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Compensation Table ... Bradford K. Gallagher ... $234,000 |
| 2016-03-11 | Bradford K. Gallagher ... Position(s) Held with the Funds: Trustee ... Audit Oversight Committee ... Nominating Committee ... Valuation Oversight Committee ... Compensation Committee ... Total Compensation ... $450,000 |
| 2017-03-10 | Bradford K. Gallagher ... Position(s) Held with the Funds: Trustee, Nominee ... Each Fund's Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Board of each Fund has established a Compensation Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis. |
| 2018-03-09 | Bradford K. Gallagher ... Trustee, Nominee ... Audit Oversight Committee ... Nominating Committee ... Valuation Oversight Committee ... Compensation Committee ... Contracts Committee ... Performance Committee ... Total Compensation ... $460,000 |
| 2019-01-09 | Bradford K. Gallagher ... Class III ... Trustee ... Since2010 ... The Funds Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Mses. DeCotis and Cogan ... |
| 2019-03-08 | Bradford K. Gallagher 1944 | Trustee, Nominee | PCI-Since 2013 | Retired. Founder, Spyglass Investments LLC ... The Board has established six standing Committees ... The membership of each Committee consists of all of the Independent Trustees ... Total Compensation ... Bradford K. Gallagher ... $460,000 |
| Filing Date | Source Excerpt |
|---|---|
| 2013-10-28 | "Partner, New Technology Ventures Capital Management LLC, a venture capital fund (since 2011)... Founder, Spyglass Investments LLC... Founder, President and CEO, Cypress Holding Company..." |
| 2014-10-31 | "Retired... Founder, Spyglass Investments LLC... Formerly... Partner, New Technology Ventures Capital Management LLC, a venture capital fund." |
| 2015-05-28 | "Retired. Founder, Spyglass Investments LLC... Formerly... Partner, New Technology Ventures Capital Management LLC, a venture capital fund..." |
| Filing Date | Source Excerpt |
|---|---|
| 2011-06-16 | Founder, Spyglass Investments LLC, a private investment vehicle (since 2001); Founder, President and CEO of Cypress Holding Company and Cypress Tree Investment Management Company (since 1995); Trustee, The Common Fund (since 2005); Director, Anchor Point Inc. (since 1995); Chairman and Trustee, Atlantic Maritime Heritage Foundation (since 2007); and Director, Shielding Technology Inc. (since 2006). Trustee/Director of the funds in the Allianz/PIMCO Fund Complex since 2010. |
| 2012-05-23 | Bradford K. Gallagher has substantial executive and board experience in the financial services and investment management industries. He has served as director to several other investment companies. Having served on the Operating Committee of Fidelity Investments and as a Managing Director and President of Fidelity Investments Institutional Services Company, he provides the Funds with significant asset management industry expertise. |
| 2013-05-22 | Bradford K. Gallagher — Mr. Gallagher has substantial executive and board experience in the financial services and investment management industries. He has served as director to several other investment companies. Having served on the Operating Committee of Fidelity Investments and as a Managing Director and President of Fidelity Investments Institutional Services Company, he provides the Funds with significant asset management industry expertise. |
| 2014-06-17 | Bradford K. Gallagher — Mr. Gallagher has substantial executive and board experience in the financial services and investment management industries. He has served as director to several other investment companies. Having served on the Operating Committee of Fidelity Investments and as a Managing Director and President of Fidelity Investments Institutional Services Company, he provides the Funds with significant asset management industry expertise. |
| 2015-05-28 | Bradford K. Gallagher - Retired. Founder, Spyglass Investments LLC, a private investment vehicle. Formerly, Chairman and Trustee, Commonfund; Partner, New Technology Ventures Capital Management LLC, a venture capital fund. |
| 2016-05-12 | Bradford K. Gallagher — Mr. Gallagher has substantial executive and board experience in the financial services and investment management industries. He has served as director to several other investment companies. |
| 2017-05-12 | Bradford K. Gallagher — Mr. Gallagher has substantial executive and board experience in the financial services and investment management industries. He has served as director to several other investment companies. |
| 2018-05-14 | Bradford K. Gallagher - Retired. Founder, Spyglass Investments LLC, a private investment vehicle (since 2001). Formerly, Partner, New Technology Ventures Capital Management LLC, a venture capital fund (2011-2013). |
| 2019-05-16 | Bradford K. Gallagher — Mr. Gallagher has substantial executive and board experience in the financial services and investment management industries. He has served as director to several other investment companies. |
| Filing Date | Source Excerpt | |
|---|---|---|
| 2011-11-14 | Bradford K. Gallagher 02/28/1944 PHK Class II NGZ Class III ... Nominee, Trustee ... Audit Oversight Committee currently consists of Messrs. Belica, Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. Zoullas ... Compensation Table ... Bradford K. Gallagher ... $70,720 | |
| 2012-11-07 | Bradford K. Gallagher ... PHK — Class II / NGZ — Class III ... Trustee ... Mr. Gallagher ... Each Fund’s Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Compensation Table ... Bradford K. Gallagher ... $250,000 | |
| 2013-10-28 | Bradford K. Gallagher ... 1944 ... PHK Class II / PDI Class II ... Trustee ... Trustee ... Mr. Gallagher ... Each Fund’s Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Compensation Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis. | |
| 2014-10-31 | Bradford K. Gallagher ... Position(s) Held with the Funds: Trustee, Nominee / Trustee, Nominee ... Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Compensation ... Bradford K. Gallagher ... Total Compensation ... $250,000 | |
| 2015-05-28 | "Bradford K. Gallagher 1944 ... Trustee,Nominee ... Each Fund's Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis" and "Bradford K. Gallagher ... $282,489" | |
| 2016-05-12 | Bradford K. Gallagher ... Position(s) Held with the Funds: Trustee, Nominee ... The Board of each Fund has established an Audit Oversight Committee ... currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Nominating Committee ... Valuation Oversight Committee ... Compensation Committee ... Contracts Committee ... Total Compensation from the Funds and Fund Complex Paid to Trustees/Nominees for the Calendar Year Ended December 31, 2015 ... Bradford K. Gallagher ... $450,000. | |
| 2017-05-12 | Bradford K. Gallagher ... Position(s) Held with the Funds: Trustee, Nominee ... Each Fund’s Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Performance Committee consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport, Maney and Dawson and Ms. DeCotis. | |
| 2018-05-14 | Bradford K. Gallagher ... Position(s) Held with the Funds: Trustee ... Each Fund’s Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Board has established a Performance Committee, which consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport, Maney and Dawson and Ms. DeCotis ... Total Compensation from the Funds and Fund Complex Paid to Trustees/Nominees for the Calendar Year Ended December 31, 2017: Bradford K. Gallagher $460,000. | |
| 2019-05-16 | Bradford K. Gallagher 1944 RCS/PDI/PGP/PHK/PFN- Class II PFL- Class III | Trustee,Nominee ... Mr. Gallagher has substantial executive and board experience in the financial services and investment management industries. |
| Filing Date | Source Excerpt |
|---|---|
| 2012-06-19 | Partner, New Technology Ventures Capital Management LLC, a venture capital fund (since 2011); Chairman and Trustee, Atlantic Maritime Heritage Foundation (since 2007); Trustee, The Common Fund (since 2005); Founder, Spyglass Investments LLC, a private investment vehicle (since 2001); and Founder, President and CEO, Cypress Holding Company and Cypress Tree Investment Management Company (since 1995). |
| 2013-06-19 | Partner, New Technology Ventures Capital Management LLC, a venture capital fund (since 2011); Chairman and Trustee, Atlantic Maritime Heritage Foundation (since 2007); Chairman and Trustee, The Common Fund (since 2005); Founder, Spyglass Investments LLC, a private investment vehicle (since 2001); and Founder, President and CEO, Cypress Holding Company and Cypress Tree Investment Management Company (since 1995). |
| 2014-06-26 | Founder, Spyglass Investments LLC, a private investment vehicle; Founder, President and CEO of Cypress Holding Company and Cypress Tree Investment Management Company; Formerly, Partner, New Technology Ventures Capital Management LLC, a venture capital fund. |
| 2015-05-28 | Bradford K. Gallagher - Retired. Founder, Spyglass Investments LLC, a private investment vehicle. Formerly, Chairman and Trustee, Commonfund; Partner, New Technology Ventures Capital Management LLC, a venture capital fund. |
| 2016-05-12 | Bradford K. Gallagher — Mr. Gallagher has substantial executive and board experience in the financial services and investment management industries. He has served as director to several other investment companies. |
| 2017-05-12 | Bradford K. Gallagher — Mr. Gallagher has substantial executive and board experience in the financial services and investment management industries. He has served as director to several other investment companies. |
| 2018-05-14 | Bradford K. Gallagher - Retired. Founder, Spyglass Investments LLC, a private investment vehicle (since 2001). Formerly, Partner, New Technology Ventures Capital Management LLC, a venture capital fund (2011-2013). |
| 2019-05-16 | Bradford K. Gallagher — Mr. Gallagher has substantial executive and board experience in the financial services and investment management industries. He has served as director to several other investment companies. |
| Filing Date | Source Excerpt |
|---|---|
| 2012-06-19 | Partner, New Technology Ventures Capital Management LLC, a venture capital fund (since 2011); Chairman and Trustee, Atlantic Maritime Heritage Foundation (since 2007); Trustee, The Common Fund (since 2005); Founder, Spyglass Investments LLC, a private investment vehicle (since 2001); and Founder, President and CEO, Cypress Holding Company and Cypress Tree Investment Management Company (since 1995). |
| 2013-06-19 | Bradford K. Gallagher — Mr. Gallagher has substantial executive and board experience in the financial services and investment management industries. He has served as director to several other investment companies. |
| 2014-06-26 | Bradford K. Gallagher — Mr. Gallagher has substantial executive and board experience in the financial services and investment management industries. He has served as director to several other investment companies. Having previously served on the Operating Committee of Fidelity Investments and as a Managing Director and President of Fidelity Investments Institutional Services Company. |
| 2015-05-28 | Bradford K. Gallagher - Retired. Founder, Spyglass Investments LLC, a private investment vehicle. Formerly, Chairman and Trustee, Commonfund; Partner, New Technology Ventures Capital Management LLC, a venture capital fund. |
| 2016-05-12 | Bradford K. Gallagher — Mr. Gallagher has substantial executive and board experience in the financial services and investment management industries. He has served as director to several other investment companies. |
| 2017-05-12 | Bradford K. Gallagher — Mr. Gallagher has substantial executive and board experience in the financial services and investment management industries. He has served as director to several other investment companies. |
| 2018-05-14 | Bradford K. Gallagher - Retired. Founder, Spyglass Investments LLC, a private investment vehicle (since 2001). Formerly, Partner, New Technology Ventures Capital Management LLC, a venture capital fund (2011-2013). |
| 2019-05-16 | Bradford K. Gallagher — Mr. Gallagher has substantial executive and board experience in the financial services and investment management industries. He has served as director to several other investment companies. |
| Filing Date | Source Excerpt |
|---|---|
| 2011-11-18 | Bradford K. Gallagher02/28/1944PMF/PCQ/PNF/PML/PCK/PNI Class III PMX/PZC/PYN Class II ... Nominee, Trustee ... Audit Oversight Committee currently consists of Messrs. Belica, Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. Zoullas ... Total Compensation from the Funds and Fund Complex Paid to Trustees/Nominees for the Calendar Year Ended December 31, 2010* ... Bradford K. Gallagher(1) ... $70,720 |
| 2012-11-20 | Bradford K. Gallagher ... 1944 ... Trustee ... Partner, New Technology Ventures Capital Management LLC ... Mr. Gallagher ... Audit Oversight Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Total compensation ... Bradford K. Gallagher ... $250,000 |
| 2013-11-19 | Bradford K. Gallagher ... 1944 ... Trustee ... The Board of each Fund has an Audit Oversight Committee ... currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Board of each Fund has a Nominating Committee ... currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Board of each Fund has a Valuation Committee ... currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Board of each Fund has a Compensation Committee ... currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Total Compensation ... Bradford K. Gallagher ... $250,000 |
| 2014-11-20 | Bradford K. Gallagher ... Trustee, Nominee ... Mr. Gallagher has substantial executive and board experience ... Each Fund’s Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Total Compensation ... $250,000 |
| 2015-11-23 | Bradford K. Gallagher ... Trustee ... The Board of Trustees of each Fund consists ... of six ... Independent Trustees ... Each Fund’s Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Board of each Fund has a Nominating Committee ... currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Board of each Fund has established a Valuation Oversight Committee, which consists of Messrs. Gallagher, Jacobson, Kertess, Ogden and Rappaport and Ms. DeCotis ... The Board of each Fund has a Compensation Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Total Compensation ... Bradford K. Gallagher ... $282,489 |
| 2016-10-31 | Bradford K. Gallagher ... Position(s) Held with the Funds: Trustee, Nominee ... The Nominating Committees ... have nominated Bradford K. Gallagher ... Compensation Table ... Bradford K. Gallagher ... Total Compensation ... $450,000 |
| 2017-10-23 | Bradford K. Gallagher ... PMF/PCQ/PNF/PML/PCK/PNI Class III ... PMX/PZC/PYN Class II ... Trustee, Nominee ... Each Independent Trustee currently receives annual compensation of $225,000 ... |
| 2018-11-02 | Bradford K. Gallagher ... Trustee ... Each Fund’s Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Nominating Committee ... currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Valuation Oversight Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden and Rappaport and Ms. DeCotis ... The Compensation Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Contracts Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Performance Committee consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport, Maney and Dawson and Ms. DeCotis ... Total Compensation ... Bradford K. Gallagher ... $460,000 |
| 2019-11-04 | Bradford K. Gallagher ... Trustee ... Since 2010 ... Retired. Founder, Spyglass Investments LLC ... Total Compensation ... $460,000 |
| Filing Date | Source Excerpt |
|---|---|
| 2011-11-18 | Bradford K. Gallagher ... Nominee, Trustee ... Audit Oversight Committee currently consists of Messrs. Belica, Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. Zoullas ... Nominating Committee ... Valuation Committee ... Compensation Committee ... Aggregate Compensation ... $70,720 |
| 2012-11-20 | Bradford K. Gallagher ... 1944 ... Trustee ... The following table states ... Compensation ... Bradford K. Gallagher ... $250,000 |
| 2013-11-19 | “Bradford K. Gallagher … Position(s) Held with the Funds: Trustee … PMF/PCQ/PNF/PML/PCK/PNI — Class III; PMX/PZC/PYN — Class II … The Board of each Fund has established four standing Committees … The membership of each Committee consists of all of the Independent Trustees …” and “Total Compensation … $250,000” |
| 2014-11-20 | Bradford K. Gallagher ... PMF/PCQ/PNF /PML/PCK/PNI Class III Trustee, Nominee ... PMX/PZC/PYN Class II Trustee ... Each Fund’s Audit Oversight Committee currently consists of Messrs. Gallagher ... Total Compensation ... Bradford K. Gallagher $250,000 |
| 2015-11-23 | Bradford K. Gallagher ... Trustee ... The Board of each Fund has established four standing Committees ... The membership of each Committee consists of all of the Independent Trustees ... The following table provides information concerning the compensation paid to the Trustees and nominees ... Bradford K. Gallagher $282,489 |
| 2016-10-31 | Bradford K. Gallagher ... Position(s) Held with the Funds: Trustee, Nominee ... Mr. Gallagher has substantial executive and board experience ... The Board has established five standing Committees ... currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis. |
| 2017-10-23 | Bradford K. Gallagher ... Trustee, Nominee ... Each Independent Trustee currently receives annual compensation of $225,000 ... Total Compensation ... Bradford K. Gallagher $450,000 |
| 2018-11-02 | Bradford K. Gallagher ... Trustee ... Each Fund’s Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Nominating Committee ... currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Valuation Oversight Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden and Rappaport and Ms. DeCotis ... The Compensation Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Contracts Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Performance Committee ... consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport, Maney and Dawson and Ms. DeCotis ... Total Compensation ... Bradford K. Gallagher ... $460,000 |
| 2019-11-04 | Bradford K. Gallagher ... 1944 ... Trustee ... Since 2010 ... Retired. Founder, Spyglass Investments LLC ... Total Compensation ... $460,000 |
| Filing Date | Source Excerpt |
|---|---|
| 2011-11-18 | Bradford K. Gallagher02/28/1944... Nominee, Trustee ... Independent Trustees/Nominees ... Audit Oversight Committee currently consists of Messrs. Belica, Gallagher... Nominating Committee ... Valuation Committee ... Compensation Committee ... Total Compensation ... $70,720 |
| 2012-11-20 | Bradford K. Gallagher 1944 ... Trustee ... Partner, New Technology Ventures Capital Management LLC ... Mr. Gallagher ... The Board of each Fund has established an Audit Oversight Committee ... currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Total Compensation ... Bradford K. Gallagher ... $250,000 |
| 2013-11-19 | Bradford K. Gallagher ... Position(s) Held with the Funds: Trustee ... PMF/PCQ/PNF/PML/PCK/PNI — Class III; PMX/PZC/PYN — Class II ... Each Fund’s Audit Oversight Committee currently consists of Messrs. Gallagher ... Nominating Committee ... Valuation Committee ... Compensation Committee ... Total Compensation ... $250,000 |
| 2014-11-20 | Bradford K. Gallagher ... Mr. Gallagher ... Independent Trustees/Nominees ... Each Fund’s Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Nominating Committee ... Valuation Committee ... Compensation Committee ... Total Compensation ... Bradford K. Gallagher $250,000 |
| 2015-11-23 | Bradford K. Gallagher ... Trustee ... Independent Trustees/Nominees ... The Board of each Fund has established an Audit Oversight Committee ... currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Nominating Committee ... currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Valuation Oversight Committee ... consists of Messrs. Gallagher, Jacobson, Kertess, Ogden and Rappaport and Ms. DeCotis ... The Compensation Committee ... currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Total Compensation from the Funds and Fund Complex Paid to Trustees/Nominees for the Calendar Year Ended December 31, 2014 ... $282,489. |
| 2016-10-31 | Bradford K. Gallagher ... Trustee, Nominee ... Mr. Gallagher has substantial executive and board experience ... The following table states ... Total Compensation ... Bradford K. Gallagher ... $450,000 |
| 2017-10-23 | Bradford K. Gallagher ... 1944 ... Trustee, Nominee ... Audit Oversight Committee currently consists of Messrs. Gallagher ... Nominating Committee ... Valuation Oversight Committee ... Compensation Committee ... Contracts Committee ... Performance Committee ... Compensation Table ... Bradford K. Gallagher ... Total Compensation ... $450,000 |
| 2018-11-02 | Bradford K. Gallagher ... Trustee ... Each Fund’s Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Nominating Committee ... currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Valuation Oversight Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden and Rappaport and Ms. DeCotis ... Compensation Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Contracts Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Performance Committee ... consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport, Maney and Dawson and Ms. DeCotis ... Total Compensation ... $460,000 |
| 2019-11-04 | Bradford K. Gallagher ... 1944 ... Position(s) Held with the Funds: Trustee ... Total Compensation ... $460,000 |
| Filing Date | Source Excerpt |
|---|---|
| 2011-11-18 | Bradford K. Gallagher ... Nominee, Trustee ... Independent Trustees/Nominees ... Audit Oversight Committee currently consists of Messrs. Belica, Gallagher ... Nominating Committee ... Valuation Committee ... Compensation Committee ... Aggregate Compensation ... $70,720 |
| 2012-11-20 | Bradford K. Gallagher ... Trustee ... Since December 2010 ... Mr. Gallagher has substantial executive and board experience ... Each Fund’s Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Total compensation ... Bradford K. Gallagher ... $250,000 |
| 2013-11-19 | Bradford K. Gallagher ... 1944 ... PMF/PCQ/PNF/PML/PCK/PNI — Class III ... PMX/PZC/PYN — Class II ... Position(s) Held with the Funds: Trustee ... Each Fund’s Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Compensation Table ... Bradford K. Gallagher ... Total Compensation ... $250,000 |
| 2014-11-20 | Bradford K. Gallagher ... Class III ... Trustee, Nominee ... PMX/PZC/PYN Class II ... Trustee ... Each Fund's Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Nominating Committee ... Valuation Committee ... Compensation Committee ... Total Compensation ... Bradford K. Gallagher $250,000 |
| 2015-11-23 | Bradford K. Gallagher ... Trustee ... The Board of each Fund has established an Audit Oversight Committee ... currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Board of each Fund has a Nominating Committee ... currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Board of each Fund has established a Valuation Oversight Committee ... consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden and Rappaport and Ms. DeCotis ... The Board of each Fund has a Compensation Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Total Compensation ... Bradford K. Gallagher ... $282,489 |
| 2016-10-31 | Bradford K. Gallagher ... Position(s) Held with the Funds: Trustee, Nominee ... Compensation ... Total Compensation from the Funds and Fund Complex Paid to Trustees/Nominees for the Calendar Year Ended December 31, 2015 ... Bradford K. Gallagher $450,000 ... The Board of each Fund has established five standing Committees ... The membership of each Committee consists of all of the Independent Trustees. |
| 2017-10-23 | Bradford K. Gallagher ... 1944 ... Trustee, Nominee ... Mr. Gallagher ... Each Independent Trustee currently receives annual compensation of $225,000 ... Bradford K. Gallagher ... Total Compensation ... $450,000 |
| 2018-11-02 | Bradford K. Gallagher ... Trustee ... Each Fund’s Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Performance Committee ... consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport, Maney and Dawson and Ms. DeCotis. |
| 2019-11-04 | Bradford K. Gallagher ... 1944 ... Trustee ... Since 2010 ... Retired. Founder, Spyglass Investments LLC ... The following table provides information concerning the compensation paid to the Trustees and Board Nominees ... Bradford K. Gallagher ... Total Compensation ... $460,000 |
| Filing Date | Source Excerpt |
|---|---|
| 2011-11-18 | Bradford K. Gallagher ... Nominee, Trustee ... The Nominating Committee has recommended Ms. Zoullas and Mr. Gallagher for election ... Each Fund’s Audit Oversight Committee currently consists of Messrs. Belica, Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. Zoullas ... total compensation of $70,720. |
| 2012-11-20 | Bradford K. Gallagher ... Trustee ... Age 59 ... Each Fund's Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Nominating Committee ... currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Valuation Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Compensation Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Total Compensation ... Bradford K. Gallagher ... $250,000 |
| 2013-11-19 | Bradford K. Gallagher ... Position(s) Held with the Funds: Trustee ... PMF/PCQ/PNF/PML/PCK/PNI — Class III; PMX/PZC/PYN — Class II ... Each Fund’s Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Compensation Table shows Bradford K. Gallagher ... Total Compensation ... $250,000. |
| 2014-11-20 | Bradford K. Gallagher ... Independent Trustees/Nominees ... Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Nominating Committee ... Valuation Committee ... Compensation Committee ... Total Compensation ... Bradford K. Gallagher $250,000 |
| 2015-11-23 | Bradford K. Gallagher 1944 Trustee ... Retired. Founder, Spyglass Investments LLC ... The Board of each Fund has established an Audit Oversight Committee ... currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis. |
| 2016-10-31 | Bradford K. Gallagher ... Trustee, Nominee ... Mr. Gallagher ... The Board has established five standing Committees ... The membership of each Committee consists of all of the Independent Trustees ... Total Compensation from the Funds and Fund Complex Paid to Trustees/Nominees for the Calendar Year Ended December 31, 2015 ... Bradford K. Gallagher ... $450,000. |
| 2017-10-23 | Bradford K. Gallagher ... PMF/PCQ/PNF/PML/PCK/PNI Class III ... PMX/PZC/PYN Class II ... Trustee, Nominee ... Bradford K. Gallagher ... Total Compensation ... $450,000 |
| 2018-11-02 | Bradford K. Gallagher ... Trustee ... Each Fund’s Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Nominating Committee ... currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Valuation Oversight Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden and Rappaport and Ms. DeCotis ... The Compensation Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Contracts Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Performance Committee consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport, Maney and Dawson and Ms. DeCotis ... Total Compensation ... Bradford K. Gallagher ... $460,000 |
| 2019-11-04 | Bradford K. Gallagher ... 1944 ... Trustee ... Since 2010 ... The following table provides information concerning the compensation paid to the Trustees and Board Nominees ... Bradford K. Gallagher ... Total Compensation ... $460,000 |
| Filing Date | Source Excerpt |
|---|---|
| 2011-11-18 | Bradford K. Gallagher ... Nominee, Trustee ... Each Fund’s Audit Oversight Committee currently consists of Messrs. Belica, Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. Zoullas ... Nominating Committee ... Valuation Committee ... Compensation Committee ... Aggregate Compensation ... $70,720 |
| 2012-11-20 | Bradford K. Gallagher ... Trustee ... Since December 2010 ... Mr. Gallagher has substantial executive and board experience ... Each Fund's Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Nominating Committee ... Valuation Committee ... Compensation Committee ... Total Compensation ... Bradford K. Gallagher ... $250,000 |
| 2013-11-19 | Bradford K. Gallagher ... Trustee ... Independent Trustees/Nominees ... The Board of each Fund has established four standing Committees ... The membership of each Committee consists of all of the Independent Trustees ... Total Compensation ... $250,000 |
| 2014-11-20 | Bradford K. Gallagher ... Mr. Gallagher ... Independent Trustees/Nominees ... Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Nominating Committee ... Valuation Committee ... Compensation Committee ... Total Compensation ... Bradford K. Gallagher $250,000 |
| 2015-11-23 | Bradford K. Gallagher (1944) — Trustee ... The Board of each Fund has established an Audit Oversight Committee ... currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Board of each Fund has a Nominating Committee ... currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Valuation Oversight Committee ... consists of Messrs. Gallagher, Jacobson, Kertess, Ogden and Rappaport and Ms. DeCotis ... The Compensation Committee ... currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Total Compensation ... Bradford K. Gallagher $282,489. |
| 2016-10-31 | Bradford K. Gallagher ... Position(s) Held with the Funds: Trustee, Nominee ... Mr. Gallagher has substantial executive and board experience ... The Board has established five standing Committees ... The membership of each Committee consists of all of the Independent Trustees ... Total Compensation from the Funds and Fund Complex Paid to Trustees/Nominees for the Calendar Year Ended December 31, 2015 ... Bradford K. Gallagher $450,000. |
| 2017-10-23 | Bradford K. Gallagher ... 1944 ... Trustee, Nominee ... The Board of each Fund has established an Audit Oversight Committee ... currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Each Independent Trustee currently receives annual compensation of $225,000 ... |
| 2018-11-02 | Bradford K. Gallagher ... Class II ... Trustee ... The Fund’s Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Nominating Committee ... currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Valuation Oversight Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden and Rappaport and Ms. DeCotis ... The Compensation Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Contracts Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... The Performance Committee ... consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport, Maney and Dawson and Ms. DeCotis ... Total Compensation ... Bradford K. Gallagher ... $460,000 |
| 2019-11-04 | Bradford K. Gallagher ... Trustee ... The Funds Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Nominating Committee ... Valuation Oversight Committee ... Compensation Committee ... Contracts Committee ... Performance Committee ... Bradford K. Gallagher ... $460,000 |
| Filing Date | Source Excerpt |
|---|---|
| 2011-06-16 | Bradford K. Gallagher 2/28/1944 NCV - Class II NCZ - Class II NIE - Class III NAI - Class II NFJ - Class II PGP - Class II RCS - Class II Nominee, Trustee Nominee, Trustee Nominee, Trustee Nominee, Trustee Nominee, Trustee Nominee, Trustee Nominee, Director Since September 2010 Founder, Spyglass Investments LLC, a private investment vehicle (since 2001); Founder, President and CEO of Cypress Holding Company and Cypress Tree Investment Management Company (since 1995); Trustee, The Common Fund (since 2005); Director, Anchor Point Inc. (since 1995); Chairman and Trustee, Atlantic Maritime Heritage Foundation (since 2007); and Director, Shielding Technology Inc. (since 2006). Trustee/Director of the funds in the Allianz/PIMCO Fund Complex since 2010. 55 Formerly, Chairman and Trustee of Grail Advisors ETF Trust (2009-2010) and Trustee of Nicholas-Applegate Institutional Funds (2007-2010) |
| 2012-05-23 | Bradford K. Gallagher 2/28/1944 NCV - Class II NCZ - Class II NIE - Class III NAI - Class II NFJ - Class II PGP - Class II RCS - Class II Trustee Trustee Trustee Trustee Trustee Trustee Director Since September 2010 Partner, New Technology Ventures Capital Management LLC, a venture capital fund (since 2011); Chairman and Trustee, Atlantic Maritime Heritage Foundation (since 2007); Trustee, The Common Fund (since 2005); Founder, Spyglass Investments LLC, a private investment vehicle (since 2001); and Founder, President and CEO of Cypress Holding Company and Cypress Tree Investment Management Company (since 1995). Trustee/Director of the funds in the Allianz/PIMCO Fund Complex since 2010. Each Trustee/Director, other than any Trustee/Director who is a director, officer, partner or employee of the Manager, AGIC, NFJ Group, PIMCO or any entity controlling, controlled by or under common control with the Manager, AGIC, NFJ Group or PIMCO receives annual compensation of $250,000, which is payable quarterly. The Independent Chairman of the Boards receives an additional $75,000 per year, payable quarterly. The Audit Oversight Committee Chairman receives an additional $50,000 per year, payable quarterly. Trustees/Directors will also be reimbursed for meeting-related expenses. The following table provides information concerning the compensation paid to the Trustees/Directors and nominees for the fiscal years ended January 31, 2012 for NFJ, NIE and RCS, February 29, 2012 for NCV, NCZ and NAI, and March 31, 2012 for PGP. For the calendar year ended December 31, 2011, the Trustees/Directors received the compensation set forth in the table below for serving as Trustees/Directors of the Funds and other funds in the same Fund Complex as the Funds. Each officer and each Trustee/Director who is a director, officer, partner, member or employee of the Manager or the Sub-Advisers, or of any entity controlling, controlled by or under common control with the Manager or the Sub-Advisers, including any Interested Trustee/Director, serves without any compensation from the Funds. Bradford K. Gallagher received $250,000 in total annual compensation. |
| 2013-05-22 | Bradford K. Gallagher - Independent Trustee/Director/Nominee, born 1944, serves on Audit Oversight Committee, Nominating Committee, Valuation Committee, Compensation Committee. Total annual compensation $250,000. |
| 2014-06-17 | Bradford K. Gallagher - Mr. Gallagher has substantial executive and board experience in the financial services and investment management industries. Each Trustee/Director, other than any Trustee/Director who is a director, officer, partner or employee of the Manager, a Sub-Adviser or any entity controlling, controlled by or under common control with the Manager or a Sub-Adviser, receives annual compensation of $250,000 for service on the Boards of all of the Allianz Managed Funds. |
| 2015-05-28 | Bradford K. Gallagher 1944 RCS/PDI/PGP/PHK/PFL/PFN- Class II Trustee, Nominee RCS/PGP/PFL/PFN/PHK-Since 2010 PDI-Since 2012 Retired. Founder, Spyglass Investments LLC, a private investment vehicle (since 2001). Formerly, Chairman and Trustee, Commonfund (2005-2014); Partner, New Technology Ventures Capital Management LLC, a venture capital fund (2011-2013); Chairman and Trustee, Atlantic Maritime Heritage Foundation (2007-2012) and Founder, President and CEO, Cypress Holding Company and Cypress Tree Investment Management Company (1995-2001). 71 Formerly, Chairman and Trustee of Grail Advisors ETF Trust (2009- 2010) and Trustee of Nicholas-Applegate Institutional Funds (2007-2010). Board Committees and Meetings. Audit Oversight Committee. The Board of each Fund has established an Audit Oversight Committee in accordance with Section 3(a)(58)(A) of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). Each Fund's Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis, each of whom is an Independent Trustee. Mr. Jacobson is the Chairman of each Fund's Audit Oversight Committee. Nominating Committee. The Board of each Fund has a Nominating Committee composed solely of Independent Trustees, currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis. Valuation Oversight Committee. The Board of each Fund has a Valuation Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis. Compensation Committee. The Board of each Fund has a Compensation Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis. Compensation Table Bradford K. Gallagher $0 $3,747 $0 $1,760 $0 $11,364 $0 $3,039 $0 $14,716 $0 $17,927 $0 $282,489 |
| 2016-05-12 | Bradford K. Gallagher 1944 RCS/PDI/PGP/PHK/PFN- Class II PFL-Class III Trustee, Nominee RCS/PGP/PFL/PFN/PHK-Since 2010 PDI-Since 2012 Retired. Founder, Spyglass Investments LLC, a private investment vehicle (since 2001). Audit Oversight Committee: Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis Nominating Committee: Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis Valuation Oversight Committee: Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis Compensation Committee: Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis Contracts Committee: Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis Total Compensation: $450,000 for calendar year ended December 31, 2015. |
| 2017-05-12 | Bradford K. Gallagher1944 RCS/PDI/PGP/PHK/PFN-Class II PFL-Class III Trustee, Nominee RCS/PGP/PFL/PFN/PHK-Since 2010 PDI-Since 2012 Retired. Founder, Spyglass Investments LLC, a private investment vehicle (since 2001). Formerly, Chairman and Trustee, The Common Fund (2005-2014); Partner, New Technology Ventures Capital Management LLC, a venture capital fund (2011-2013); Chairman and Trustee, Atlantic Maritime Heritage Foundation (2007-2012); and Founder, President and CEO, Cypress Holding Company and Cypress Tree Investment Management Company (1995-2001). 73 Formerly, Chairman and Trustee of Grail Advisors ETF Trust (2009- 2010) and Trustee of Nicholas- Applegate Institutional Funds (2007-2010). Each Independent Trustee currently receives annual compensation of $225,000 for his or her service on the Boards of the PIMCO-Managed Funds, payable quarterly. The Independent Chairman of the Boards receives an additional $75,000 per year, payable quarterly. The Audit Oversight Committee Chairman receives an additional $50,000 annually, payable quarterly. Trustees are also reimbursed for meeting-related expenses. For the calendar year ended December 31, 2016, the Trustees received the compensation set forth in the table below for serving as Trustees of the Funds and other funds in the same Fund Complex as the Funds. Each officer and each Trustee who is a director, officer, partner, member or employee of the Manager, or of any entity controlling, controlled by or under common control with the Manager, including any Interested Trustee, serves without any compensation from the Funds. Bradford K. Gallagher total compensation: $450,000. |
| 2018-05-14 | Bradford K. Gallagher 1944 RCS/PDI/ PGP/PHK/PFN- Class II PFL- Class III Trustee RCS/PGP/ PFL/PFN/PHK-Since 2010 PDI-Since 2012 Retired. Founder, Spyglass Investments LLC, a private investment vehicle (since 2001). Formerly, Partner, New Technology Ventures Capital Management LLC, a venture capital fund (2011-2013); Chairman and Trustee, Atlantic Maritime Heritage Foundation (2007-2012); Founder, President and CEO, Cypress Holding Company and Cypress Tree Investment Management Company (1995-2001); and Chairman and Trustee, The Common Fund (2005-2014). 93 Formerly, Chairman and Trustee, Grail Advisors ETF Trust (2009-2010); and Trustee, Nicholas-Applegate Institutional Funds (2007-2010). Board Committees and Meetings. The Board of each Fund has established six standing Committees to facilitate the Trustees' oversight of the management of the Funds: the Audit Oversight Committee, the Nominating Committee, the Valuation Oversight Committee, the Compensation Committee, the Contracts Committee and the Performance Committee. The membership of each Committee consists of all of the Independent Trustees, which the Board believes allows them to participate in the full range of the Board's oversight duties. In addition, the Performance Committee consists of all of the Trustees. Each Independent Trustee receives annual compensation of $225,000 for his or her service on the Boards of the PIMCO-Managed Funds, payable quarterly. For the calendar year ended December 31, 2017, the Trustees received the compensation set forth in the table below for serving as Trustees of the Funds and other funds in the same Fund Complex as the Funds. Bradford K. Gallagher: $460,000. |
| 2019-05-16 | Bradford K. Gallagher 1944 RCS/PDI/PGP/PHK/PFN- Class II PFL- Class III Trustee, Nominee RCS/PGP/PFL/PFN/PHK-Since 2010 PDI-Since 2012 Retired. Founder, Spyglass Investments LLC, a private investment vehicle (since 2001). Formerly, Chairman and Trustee, The Common Fund (2005-2014); Partner, New Technology Ventures Capital Management LLC, a venture capital fund (2011-2013); Chairman and Trustee, Atlantic Maritime Heritage Foundation (2007-2012); and Founder, President and CEO, Cypress Holding Company and Cypress Tree Investment Management Company (1995-2001). Compensation Table: $460,000 total compensation for calendar year ended December 31, 2018. |
| Filing Date | Source Excerpt |
|---|---|
| 2011-06-16 | Bradford K. Gallagher 2/28/1944 ... Nominee, Trustee ... The Board of each Fund has established an Audit Oversight Committee ... currently consisting of Messrs. Belica, Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. Zoullas. |
| 2012-05-23 | Bradford K. Gallagher 2/28/1944 ... Position(s) Held with the Funds: Trustee ... Director ... Trustee/Director of the funds in the Allianz/PIMCO Fund Complex since 2010 ... Compensation ... Bradford K. Gallagher ... Total Compensation from the Funds and Fund Complex Paid to Trustees/Directors/Nominees for the Calendar Year Ended December 31, 2011 ... $250,000 |
| 2013-05-22 | Bradford K. Gallagher 1944 ... NCV — Class II Trustee; NCZ — Class II Trustee; NIE — Class III Nominee, Trustee; NAI — Class II Nominee, Trustee; NFJ — Class II Nominee, Trustee; PGP — Class II Nominee, Trustee; RCS — Class II Director ... The Board of each Fund has established four standing Committees ... the membership of each Committee consists of all of the Independent Trustees/Directors ... Total Compensation ... $250,000 |
| 2014-06-17 | Bradford K. Gallagher 1944 ... NCV – Class II ... NCZ – Class II ... NIE – Class III ... NFJ – Class II ... PGP – Class II ... RCS – Class II ... Nominee, Director ... The Board of each Fund has a Valuation Committee currently consisting of Messrs. Gallagher, Jacobson, Kertess, Ogden and Rappaport and Ms. DeCotis. Mr. Ogden is the Chair of each Fund’s Valuation Committee ... Total Compensation ... Bradford K. Gallagher ... $250,000 |
| 2015-04-23 | Bradford K. Gallagher ... 1944 ... NCV – Class II ... NCZ – Class II ... NIE – Class III ... NFJ – Class II ... Trustee ... Since 2010 ... Total Compensation ... 218,000 ... Each Fund’s Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden and Rappaport, and Ms. DeCotis ... Contracts Committee ... composed of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Governance and Nominating Committee ... composed of Messrs. Gallagher, Jacobson, Kertess, Ogden and Rappaport, and Ms. DeCotis ... Performance Committee ... composed of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Sluyters, and Mses. DeCotis and King ... Valuation Committee ... composed of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Sluyters, and Mses. DeCotis and King. |
| 2016-05-20 | Bradford K. Gallagher ... Position(s) Held with Trust: Trustee ... Each Fund’s Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden and Rappaport, and Ms. DeCotis ... Contracts Committee ... composed of Messrs. Gallagher, Jacobson, Kertess, Ogden and Rappaport, and Ms. DeCotis ... Total Compensation ... $450,000 |
| 2017-06-01 | Bradford K. Gallagher ... Position(s) Held with Trust: Trustee ... NCV, NCZ, NIE & NFJ — Since September 2010; ACV — Since April 2015 ... Mr. Gallagher ... Each Fund’s Audit Oversight Committee currently consists of Messrs. Drummond, Gallagher, Jacobson, Kertess, MacLeod Ogden, Rappaport and Scoon, and Ms. DeCotis ... Each Fund’s Compliance Committee is currently composed of Messrs. Drummond, Eu, Gallagher, Jacobson, Kertess, MacLeod, Ogden, Rappaport and Scoon and Mses. DeCotis and Claussen ... Each Fund’s Contracts Committee is currently composed of Messrs. Drummond, Gallagher, Jacobson, Kertess, MacLeod, Ogden, Rappaport and Scoon and Ms. DeCotis ... Each Fund’s Governance and Nominating Committee is currently composed of Messrs. Drummond, Gallagher, Jacobson, Kertess, MacLeod, Ogden, Rappaport and Scoon, and Ms. DeCotis ... Total Compensation ... Bradford K. Gallagher ... $450,000 |
| 2018-06-04 | Bradford K. Gallagher ... Position(s) Held with Trust: Trustee ... Each Fund’s Audit Oversight Committee currently consists of Messrs. Drummond, Gallagher ... Each Fund’s Compliance Committee is currently composed of Messrs. Drummond, Eu, Gallagher ... Each Fund’s Contracts Committee is currently composed of Messrs. Drummond, Gallagher ... Each Fund’s Governance and Nominating Committee is currently composed of Messrs. Drummond, Gallagher ... Total Compensation ... $460,000 |
| 2019-06-03 | Bradford K. Gallagher 1944 ... Position(s) Held with Trust: Trustee ... Each Fund’s Audit Oversight Committee currently consists of Messrs. Drummond, Gallagher ... Each Fund’s Compliance Committee is currently composed of all Trustees ... Each Fund’s Contracts Committee is currently composed of Messrs. Drummond, Gallagher ... Each Fund’s Governance and Nominating Committee is currently composed of Messrs. Drummond, Gallagher ... Trustees’ Compensation ... Bradford K. Gallagher ... Total Compensation ... $460,000. |
| Filing Date | Source Excerpt |
|---|---|
| 2011-06-16 | Bradford K. Gallagher 2/28/1944 ... Nominee, Trustee ... The following table provides information concerning the compensation paid ... Bradford K. Gallagher(2) ... $70,720 |
| 2012-05-23 | Bradford K. Gallagher 2/28/1944 ... Position(s) Held with the Funds: Trustee ... Director ... Trustee/Director of the funds in the Allianz/PIMCO Fund Complex since 2010 ... Compensation Table ... Bradford K. Gallagher ... Total Compensation ... $250,000 |
| 2013-05-22 | Bradford K. Gallagher 1944 ... Independent Trustees/Directors/Nominees ... NCV — Class II Trustee ... NCZ — Class II Trustee ... NIE — Class III Nominee, Trustee ... NAI — Class II Nominee, Trustee ... NFJ — Class II Nominee, Trustee ... PGP — Class II Nominee, Trustee ... RCS — Class II Director ... Each Fund’s Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden and Rappaport and Ms. DeCotis ... The Compensation Table ... Bradford K. Gallagher ... Total Compensation ... $250,000 |
| 2014-06-17 | Bradford K. Gallagher ... 1944 ... NCV – Class II ... NCZ – Class II ... NIE – Class III ... NFJ – Class II ... PGP – Class II ... RCS – Class II ... Position(s) Held with the Funds: Nominee, Trustee / Nominee, Trustee / Trustee / Trustee / Trustee / Nominee, Director ... Each Trustee/Director, other than any Trustee/Director who is a director, officer, partner or employee of the Manager ... receives annual compensation of $250,000 for service on the Boards of all of the Allianz Managed Funds. |
| 2015-04-23 | Bradford K. Gallagher ... 1944 ... NCV – Class II ... NCZ – Class II ... NIE – Class III ... NFJ – Class II ... Trustee ... Since 2010 ... Total Compensation ... 218,000 ... Each Fund’s Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden and Rappaport, and Ms. DeCotis ... Contracts Committee is currently composed of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... |
| 2016-05-20 | Bradford K. Gallagher ... Trustee ... NCV, NCZ, NIE & NFJ — Since September 2010; ACV — Since April 2015 ... The Audit Oversight Committee currently consists of Messrs. Gallagher, Jacobson, Kertess, Ogden and Rappaport, and Ms. DeCotis ... Each Fund’s Contracts Committee is currently composed of Messrs. Gallagher, Jacobson, Kertess, Ogden, Rappaport and Ms. DeCotis ... Each Fund’s Governance and Nominating Committee is currently composed of Messrs. Gallagher, Jacobson, Kertess, Ogden and Rappaport, and Ms. DeCotis ... Total Compensation ... $450,000 |
| 2017-06-01 | Bradford K. Gallagher ... Position(s) Held with Trust: Trustee ... Compliance Committee ... Contracts Committee ... Governance and Nominating Committee ... Total Compensation from the Funds and Fund Complex Paid to Trustees/Nominees for the Calendar Year Ended December 31, 2016: $450,000 |
| 2018-06-04 | Bradford K. Gallagher ... Position(s) Held with Trust: Trustee ... Each Funds Audit Oversight Committee currently consists of Messrs. Drummond, Gallagher ... Total Compensation ... $460,000 |
| 2019-06-03 | Bradford K. Gallagher ... Position(s) Held with Trust: Trustee ... Each Fund’s Audit Oversight Committee currently consists of ... Messrs. Drummond, Gallagher, Jacobson, Kertess, MacLeod, Ogden, Rappaport and Scoon, and Mses. Cogan and DeCotis ... Bradford K. Gallagher ... Total Compensation ... $460,000 |
| Filing Date | Source Excerpt |
|---|---|
| 2011-06-16 | Founder, Spyglass Investments LLC, a private investment vehicle (since 2001); Founder, President and CEO of Cypress Holding Company and Cypress Tree Investment Management Company (since 1995); Trustee, The Common Fund (since 2005); Director, Anchor Point Inc. (since 1995); Chairman and Trustee, Atlantic Maritime Heritage Foundation (since 2007); and Director, Shielding Technology Inc. (since 2006). Trustee/Director of the funds in the Allianz/PIMCO Fund Complex since 2010. |
| 2012-05-23 | Bradford K. Gallagher has substantial executive and board experience in the financial services and investment management industries. He has served as director to several other investment companies. |
| 2013-05-22 | Mr. Gallagher has substantial executive and board experience in the financial services and investment management industries. He has served as director to several other investment companies. Having served on the Operating Committee of Fidelity Investments and as a Managing Director and President of Fidelity Investments Institutional Services Company, he provides the Funds with significant asset management industry expertise. |
| 2014-06-17 | Bradford K. Gallagher — Mr. Gallagher has substantial executive and board experience in the financial services and investment management industries. He has served as director to several other investment companies. Having served on the Operating Committee of Fidelity Investments and as a Managing Director and President of Fidelity Investments Institutional Services Company, he provides the Funds with significant asset management industry expertise. |
| 2015-04-23 | Bradford K. Gallagher — Mr. Gallagher has substantial executive and board experience in the financial services and investment management industries. He has served as director to several other investment companies. |
| 2016-05-20 | Bradford K. Gallagher — Mr. Gallagher has substantial executive and board experience in the financial services and investment management industries. He has served as director to several other investment companies. |
| 2017-06-01 | Bradford K. Gallagher — Mr. Gallagher has substantial executive and board experience in the financial services and investment management industries. He has served as director to several other investment companies. Having served on the Operating Committee of Fidelity Investments and as a Managing Director and President of Fidelity Investments Institutional Services Company, he provides the Trust with significant asset management industry expertise. He also brings significant securities industry experience, having served as a developer and founder of several enterprises and private investment vehicles. |
| 2018-06-04 | Bradford K. Gallagher - Mr. Gallagher has substantial executive and board experience in the financial services and investment management industries. He has served as director to several other investment companies. |
| 2019-06-03 | Bradford K. Gallagher — Mr. Gallagher has substantial executive and board experience in the financial services and investment management industries. |
| Filing Date | Source Excerpt |
|---|---|
| 2011-06-16 | "Bradford K. Gallagher — Mr. Gallagher has substantial executive and board experience in the financial services and investment management industries... He also brings significant securities industry experience, having served as a developer and founder of several enterprises and private investment vehicles." |
| 2012-05-23 | “Partner, New Technology Ventures Capital Management LLC, a venture capital fund (since 2011)... Founder, President and CEO of Cypress Holding Company and Cypress Tree Investment Management Company (since 1995).” |
| 2013-05-22 | "Bradford K. Gallagher ... Partner, New Technology Ventures Capital Management LLC ... Founder, Spyglass Investments LLC ... Founder, President and CEO, Cypress Holding Company..." |
| 2014-06-17 | “Founder, Spyglass Investments LLC... Founder, President and CEO, Cypress Holding Company and Cypress Tree Investment Management Company... Formerly... Partner, New Technology Ventures Capital Management LLC” |
| 2015-04-23 | "Founder, Spyglass Investments LLC... Founder, President and CEO, Cypress Holding Company and Cypress Tree Investment Management Company... Formerly, Partner, New Technology Ventures Capital Management LLC, a venture capital fund." |
| 2016-05-20 | “Founder, Spyglass Investments LLC... Partner, New Technology Ventures Capital Management LLC, a venture capital fund...” |
| 2017-06-01 | “Founder, Spyglass Investments LLC... Partner, New Technology Ventures Capital Management LLC, a venture capital fund...” |
| 2018-06-04 | “Retired. Founder, Spyglass Investments LLC... Formerly... Partner, New Technology Ventures Capital Management LLC, a venture capital fund.” |
| 2019-06-03 | "Bradford K. Gallagher Mr. Gallagher has substantial executive and board experience in the financial services and investment management industries..." |
Source material: SEC submissions metadata and DEF 14A proxy filings from EDGAR. Last updated: 2026-07-06