| 2006-05-19 |
David C. Arch(1) (60) Trustee + Chairman and Chief Executive Officer 67
Blistex Inc. of Blistex Inc., a consumer health
care products manufacturer. Director
of the Heartland Alliance, a
nonprofit organization serving human
needs based in Chicago. Director of
St. Vincent de Paul Center -- a
Chicago based day care facility
serving the children of low income
families. Board member of the
Illinois Manufacturers' Association.
REMUNERATION OF TRUSTEES
The compensation of Trustees and executive officers that are affiliated
persons (as defined in 1940 Act) of Asset Management or Van Kampen is paid by
the respective affiliated entity. The funds in the Fund Complex, including the
Funds, pay the non-affiliated Trustees an annual retainer and meeting fees for
services to funds in the Fund Complex.
Each fund in the Fund Complex (except the Van Kampen Exchange Fund) provides a
deferred compensation plan to its non-affiliated Trustees that allows such
Trustees to defer receipt of compensation and earn a return on such deferred
amounts based upon the return of the common shares of the funds in the Fund
Complex as selected by the respective non-affiliated Trustees. Each fund in the
Fund Complex (except the Van Kampen Exchange Fund) also provides a retirement
plan to its non-affiliated Trustees that provides non-affiliated Trustees with
compensation after retirement, provided that certain eligibility requirements
are met as more fully described below.
Each non-affiliated Trustee generally can elect to defer receipt of all or a
portion of the compensation earned by such non-affiliated Trustee until
retirement. Amounts deferred are retained by the respective fund and earn a rate
of return determined by reference to the return on the common shares of such
fund or other funds in the Fund Complex as selected by the respective
non-affiliated Trustee, with the same economic effect as if such non-affiliated
Trustee had invested in one or more funds in the Fund Complex, including the
Funds. To the extent permitted by the 1940 Act, each Fund may invest in
securities of those funds selected by the non-affiliated Trustees in order to
match the deferred compensation obligation. The deferred compensation plan is
not funded and obligations thereunder represent general unsecured claims against
the general assets of the respective Fund.
Each Fund has adopted a retirement plan. Under the retirement plan, a
non-affiliated Trustee who is receiving Trustee's compensation from a Fund prior
to such non-affiliated Trustee's retirement, has at least 10 years of service
(including years of service prior to adoption of the retirement plan) for such
Fund and retires at or after attaining the age of 60, is eligible to receive a
retirement benefit each year for ten years following such Trustee's retirement
from such Fund. Non-affiliated Trustees retiring prior to the age of 60 or with
fewer than 10 years but more than 5 years of service may receive reduced
retirement benefits from a Fund. Each Trustee has served as a member of each
Fund's Board of Trustees since the year of such Trustee's appointment or
election as set forth on Annex C to this Proxy Statement.
14
Additional information regarding compensation and benefits for Trustees is set
forth below. As indicated in the notes accompanying the table, the amounts
relate to either the respective Fund's most recently completed fiscal year end
in 2005, the Fund Complex's most recently completed calendar year ended December
31, 2005 or as of the date of this Proxy Statement.
COMPENSATION TABLE
FUND COMPLEX
----------------------------------------------------------
TOTAL
COMPENSATION
AGGREGATE AGGREGATE PENSION OR AGGREGATE ESTIMATED BEFORE
COMPENSATION RETIREMENT BENEFITS ANNUAL BENEFITS DEFERRAL FROM
FROM EACH ACCRUED AS PART OF UPON FUND
NAME(1) FUND(2) FUND EXPENSES(3) RETIREMENT(4) COMPLEX(5)
------- ------------ -------------------- ------------------- -------------
INDEPENDENT TRUSTEES
David C. Arch........... (2) $ 40,874 $105,000 $222,935
| 2007-05-10 |
David C. Arch(1) (61) Trustee + Chairman and Chief Executive Officer 73
Blistex Inc. of Blistex Inc., a consumer health
care products manufacturer. Director
of the Heartland Alliance, a
nonprofit organization serving human
needs based in Chicago. Former
Director of St. Vincent de Paul
Center, a Chicago based day care
facility serving the children of low
income families. Board member of the
Illinois Manufacturers' Association.
REMUNERATION OF TRUSTEES
The compensation of Trustees and executive officers that are affiliated
persons (as defined in 1940 Act) of the Adviser or Van Kampen Investments is
paid by the respective affiliated entity. The funds in the Fund Complex,
including the Funds, pay the non-affiliated Trustees an annual retainer and
meeting fees for services to funds in the Fund Complex.
Each fund in the Fund Complex (except the Van Kampen Exchange Fund) provides a
deferred compensation plan to its non-affiliated Trustees that allows such
Trustees to defer receipt of compensation and earn a return on such deferred
amounts based upon the return of the common shares of the funds in the Fund
Complex as selected by the respective non-affiliated Trustees. Each fund in the
Fund Complex (except the Van Kampen Exchange Fund) also provides a retirement
plan to its non-affiliated Trustees that provides non-affiliated Trustees with
compensation after retirement, provided that certain eligibility requirements
are met as more fully described below.
Each non-affiliated Trustee generally can elect to defer receipt of all or a
portion of the compensation earned by such non-affiliated Trustee until
retirement. Amounts deferred are retained by the respective fund and earn a rate
of return determined by reference to the return on the common shares of such
fund or other funds in the Fund Complex as selected by the respective
non-affiliated Trustee, with the same economic effect as if such non-affiliated
Trustee had invested in one or more funds in the Fund Complex, including the
Funds. To the extent permitted by the 1940 Act, each Fund may invest in
securities of those funds selected by the non-affiliated Trustees in order to
match the deferred compensation obligation. The deferred compensation plan is
not funded and obligations thereunder represent general unsecured claims against
the general assets of the respective Fund.
Each Fund has adopted a retirement plan. Under the retirement plan, a
non-affiliated Trustee who is receiving Trustee's compensation from a Fund prior
to such non-affiliated Trustee's retirement, has at least 10 years of service
(including years of service prior to adoption of the retirement plan) for such
Fund and retires at or after attaining the age of 60, is eligible to receive a
retirement benefit each year for ten years following such Trustee's retirement
from such Fund. Non-affiliated Trustees retiring prior to the age of 60 or with
fewer than 10 years but more than 5 years of service may receive reduced
retirement benefits from a Fund. Each Trustee has served as a member of each
Fund's Board of Trustees since the year of such Trustee's appointment or
election as set forth on Annex C to this Proxy Statement.
COMPENSATION TABLE
FUND COMPLEX
----------------------------------------------------------
TOTAL
COMPENSATION
AGGREGATE AGGREGATE PENSION OR AGGREGATE ESTIMATED BEFORE
COMPENSATION RETIREMENT BENEFITS ANNUAL BENEFITS DEFERRAL FROM
FROM EACH ACCRUED AS PART OF UPON FUND
NAME FUND(1) FUND EXPENSES(2) RETIREMENT(3) COMPLEX(4)
---- ------------ -------------------- ------------------- -------------
INDEPENDENT TRUSTEES
David C. Arch........... (1) $ 35,373 $105,000 $259,418 |
| 2008-05-08 |
David C. Arch(1) (62) Trustee Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. Governance committee member. Total compensation $208,601. |
| 2009-06-09 |
David C. Arch (63) Blistex Inc. 1800 Swift Drive Oak Brook, IL 60523 Trustee Trustee since 1989 Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. Trustee/Director/Managing General Partner of funds in the Fund Complex. Member of the Board of Trustees has three standing committees. The governance committee consists of Messrs. Arch, Kerr and Nelson. Compensation Table shows David C. Arch compensation from Fund Complex as $105,000 plus $721 from Fund and $39,659 pension. |
| 2010-06-11 |
David C. Arch (64) ... Trustee ... Chairman and Chief Executive Officer of Blistex Inc. ... Trustee/Managing General Partner of funds in the Fund Complex. ... Designated as a Class I trustee. ... The governance committee consists of Messrs. Arch, Kerr and Nelson. ... Compensation Table: David C. Arch - $105,000 annual compensation. |
| 2011-05-16 |
David C. Arch (65) ... Trustee ... Chairman and Chief Executive Officer of Blistex Inc. ... Trustee/Managing General Partner of funds in the Fund Complex ... governance committee ... 161,332 |
| 2013-06-20 |
David C. Arch (1945) Trustee Independent Trustee Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. Trustee/Managing General Partner of funds in the Fund Complex. Trustee compensation: $66,145 from the Funds. |
| 2014-07-18 |
David C. Arch (1945) - Current Trustee and Nominee - Chairman of Blistex Inc., a consumer health care products manufacturer - Trustee/Managing General Partner of funds in the Fund Complex; Member of the Houston Board; Member of the Audit Committee; Member of the Governance Committee - Aggregate Compensation from the Funds: $69,806 |
| 2015-07-09 |
David C. Arch - 1945 Trustee Chairman of Blistex Inc., a consumer health care products manufacturer Member of the Board of the Illinois Manufacturers Association; Member of the Board of Visitors, Institute for the Humanities, University of Michigan; Member of the Audit Committee of Edward-Elmhurst Hospital Committees: Audit Committee, Governance Committee, Investments Committee. Compensation received by the Trustees of the Funds as of fiscal year ended February 28, 2015 is shown on Annex B. |
| 2016-07-20 |
David C. Arch - 1945 Trustee Chairman of Blistex Inc., a consumer health care products manufacturer Member of the Board of Visitors, Institute for the Humanities, University of Michigan The Board believes that Mr. Arch's experience as the CEO of a public company and his experience with investment companies benefits the Funds. |
| 2017-07-26 |
David C. Arch - 1945 Trustee Chairman of Blistex Inc. (consumer health care products manufacturer) Member, World Presidents Organization |
| 2018-06-25 |
David C. Arch has been a member of the Board of Trustees of the Invesco Funds and their predecessor funds since 2010. ... The members of the Audit Committee are Messrs. Arch, Crockett, Stickel (Chair) and Troccoli (Vice Chair) and Mss. Hostetler and Ressel. ... The Compliance Committee are Messrs. Arch (Chair), Stickel, Troccoli and Wilson, and Ms. Ressel (Vice Chair). ... The members of the Investments Committee are Messrs. Arch (Vice Chair), Crockett (Chair), Fields, Flanagan, Stickel, Taylor, Troccoli (Vice Chair) and Wilson, Mss. Hostetler, Ressel and Stern and Drs. Jones (Vice Chair) and Mathai-Davis. |
| 2019-07-05 |
David C. Arch - 1945 Trustee Chairman of Blistex Inc.; Member, World Presidents Organization The Board believes that Mr. Archs experience as the CEO of a public company and his experience with investment companies benefits the Funds. |
| 2020-06-18 |
David C. Arch - 1945 Trustee Chairman of Blistex Inc. (consumer health care products manufacturer); Member, World Presidents Organization Number of Funds in Invesco Fund Complex Overseen by Trustee: 202 Board member of the Illinois Manufacturers Association |
Invesco Municipal Income Opportunities Trust
| Filing Date |
Source Excerpt |
| 2010-02-26 |
David C. Arch (64) Proposed Trustee Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. |
| 2010-06-21 |
David C. Arch (64) Trustee Since 2010 Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. Member of the Heartland Alliance Advisory Board, a nonprofit organization serving human needs based in Chicago. Board member of the Illinois Manufacturers Association. Member of the Board of Visitors, Institute for the Humanities, University of Michigan. |
| 2011-06-06 |
David C. Arch - 1945 Trustee/Director 2010 Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. Member of the Heartland Alliance Advisory Board, a nonprofit organization serving human needs based in Chicago. Board member of the Illinois Manufacturers Association. Member of the Board of Visitors, Institute for the Humanities, University of Michigan. |
| 2013-06-17 |
David C. Arch - 1945 Trustee 2010 Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. Compensation: $406,250. |
| 2014-06-27 |
David C. Arch - 1945 Trustee 2010 Chairman of Blistex Inc., a consumer health care products manufacturer Board member of the Illinois Manufacturers Association; Member of the Board of Visitors, Institute for the Humanities, University of Michigan; Member of the Audit Committee of the Edward-Elmhurst Hospital |
| 2015-07-09 |
David C. Arch - 1945 Trustee Chairman of Blistex Inc., a consumer health care products manufacturer Mr. Arch is a member of the Board of the Illinois Manufacturers Association, the Board of Visitors, Institute for the Humanities, University of Michigan and the Audit Committee of Edward Elmhurst Hospital. The members of the Audit Committee are Messrs. David C. Arch, James T. Bunch, Bruce L. Crockett, Rodney Dammeyer (Vice-Chair), Raymond Stickel, Jr. (Chair), Dr. Larry Soll and Ms. Suzanne Woolsey. The Governance Committee members include Messrs. Arch, Crockett, Albert R. Dowden (Chair), Jack M. Fields (Vice-Chair), Hugo F. Sonnenschein, Dr. Prema Mathai-Davis and Ms. Woolsey. The Investments Committee members include Messrs. Arch, Bunch (Chair), Crockett, Dammeyer (Vice-Chair), Dowden, Fields (Vice-Chair), Martin L. Flanagan, Sonnenschein (Vice-Chair), Stickel, Philip A. Taylor, Ms. Woolsey and Drs. Mathai-Davis and Soll. |
| 2016-07-20 |
David C. Arch - 1945 Trustee Chairman of Blistex Inc.; Member of the Board of Visitors, Institute for the Humanities, University of Michigan. |
| 2017-07-26 |
David C. Arch has been a member of the Board of Trustees of the Invesco Funds and their predecessor funds since 2010. From 1984 to 2010, Mr. Arch served as Director or Trustee of investment companies in the Van Kampen Funds complex. |
| 2018-06-25 |
David C. Arch - 1945 Trustee Chairman of Blistex Inc. (consumer health care products manufacturer); Member, World Presidents Organization Board member of the Illinois Manufacturers Association Member of the Audit Committee and Chair of the Compliance Committee |
| 2019-07-05 |
David C. Arch - 1945 Trustee Chairman of Blistex Inc. (consumer health care products manufacturer); Member, World Presidents' Organization The Board believes that Mr. Arch's experience as the CEO of a public company and his experience with investment companies benefits the Funds. The Audit Committee is comprised of Messrs. Arch, Crockett, LaCava, Stickel (Chair) and Troccoli (Vice Chair) and Mss. Hostetler and Ressel. The Audit Committee held seven meetings during the fiscal year ended February 28, 2019. The Audit Committee's charter is available at www.invesco.com/us. Each member of the Audit Committee has been determined by the Board to be an "audit committee financial expert" as defined by the SEC. Each such audit committee financial expert is an Independent Trustee. |
| 2020-06-18 |
David C. Arch - 1945 Trustee Chairman of Blistex Inc. (consumer health care products manufacturer); Member, World Presidents Organization 202 Trustee Board member of the Illinois Manufacturers Association Compensation: $410,486 |
Invesco Municipal Opportunity Trust
| Filing Date |
Source Excerpt |
| 2001-05-15 |
Mr. Arch is Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer, and former Director of the World Presidents Organization-Chicago Chapter. Mr. Arch is also a Trustee or Managing General Partner of other investment companies advised by Asset Management and Advisory Corp. |
| 2002-05-03 |
Mr. Arch is Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer, and former Director of the World Presidents Organization-Chicago Chapter. |
| 2003-05-27 |
David C. Arch(1) (57) Trustee Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer, and former Director of the World Presidents Organization-Chicago Chapter. |
| 2004-05-18 |
David C. Arch(1) (58) Trustee Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. |
| 2005-10-05 |
David C. Arch(1) (60) Trustee Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. |
| 2006-05-19 |
Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. Director of the Heartland Alliance, a nonprofit organization serving human needs based in Chicago. |
| 2007-05-10 |
Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. |
| 2008-05-08 |
David C. Arch(1) (62) Trustee Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. |
| 2009-05-05 |
Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. |
| 2010-06-11 |
Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. |
| 2011-05-16 |
Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. |
| 2012-07-03 |
Mr. Arch was the Chairman and Chief Executive Officer of Blistex, Inc., a consumer health care products manufacturer... The Board believes that Mr. Arch's experience as the CEO of a public company and his experience with investment companies benefits PIA. |
| 2013-06-20 |
Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. Formerly: Member of the Heartland Alliance Advisory Board, a nonprofit organization serving human needs based in Chicago. |
| 2014-07-18 |
David C. Arch (1945) - Chairman of Blistex Inc., a consumer health care products manufacturer; Trustee/Managing General Partner of funds in the Fund Complex; Member of the Houston Board; Board member of the Illinois Manufacturers Association; Member of the Board of Visitors, Institute for the Humanities, University of Michigan; Member of the Audit Committee, Edward-Elmhurst Hospital. |
| 2015-07-09 |
Mr. Arch is the Chairman of Blistex Inc., a consumer health care products manufacturer. Mr. Arch is a member of the Board of the Illinois Manufacturers' Association, the Board of Visitors, Institute for the Humanities, University of Michigan and the Audit Committee of Edward – Elmhurst Hospital. |
| 2016-07-20 |
Mr. Arch is the Chairman of Blistex Inc., a consumer health care products manufacturer. Mr. Arch is a member of the Board of the Illinois Manufacturers' Association, the Board of Visitors, Institute for the Humanities and University of Michigan. |
| 2017-07-26 |
Mr. Arch is the Chairman of Blistex Inc., a consumer health care products manufacturer. Mr. Arch is a member of the Board of the Illinois Manufacturers’ Association and a member of the World Presidents’ Organization. |
| 2018-06-25 |
David C. Arch has been a member of the Board of Trustees of the Invesco Funds and their predecessor funds since 2010. From 1984 to 2010, Mr. Arch served as Director or Trustee of investment companies in the Van Kampen Funds complex. Mr. Arch is the Chairman of Blistex Inc., a consumer health care products manufacturer. Mr. Arch is a member of the Board of the Illinois Manufacturers' Association and a member of the World Presidents' Organization. |
| 2019-07-05 |
Chairman of Blistex Inc. (consumer health care products manufacturer); Member, World Presidents’ Organization. |
| 2020-06-18 |
David C. Arch is the Chairman of Blistex Inc., a consumer health care products manufacturer. Mr. Arch is a member of the Board of the Illinois Manufacturers' Association and a member of the World Presidents' Organization. |
Invesco Municipal Trust
| Filing Date |
Source Excerpt |
| 2001-05-15 |
David C. Arch(1).................. Mr. Arch is Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer, and former Director of the World Presidents Organization-Chicago Chapter. Mr. Arch is also a Trustee or Managing General Partner of other investment companies advised by Asset Management and Advisory Corp. |
| 2002-05-03 |
David C. Arch (56) Trustee Mr. Arch is Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer, and former Director of the World Presidents Organization-Chicago Chapter. Mr. Arch is also a Trustee or Managing General Partner of other investment companies advised by the Advisers. The Audit Committee currently consists of Messrs. Arch, Dammeyer, Kerr, Myers and Sonnenschein. Each committee member is "independent" as defined by either the New York Stock Exchange or American Stock Exchange listing standard applicable to the respective Fund. Each Fund has a retirement plan committee which currently consists of Messrs. Arch, Dammeyer and Sonnenschein. The retirement plan committee is responsible for reviewing the terms of each Fund's retirement plan and reviews any administrative matters with respect thereto. The retirement plan committee does not meet on a regular basis and had no meetings during each Fund's last fiscal year, but does meet on an ad hoc basis as necessary to administer the retirement plan. The compensation table shows David C. Arch with total compensation before deferral from the Closed-End Fund Complex of $152,000. |
| 2003-05-27 |
David C. Arch(1) (57) Trustee Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer... The audit committee currently consists of Messrs. Arch, Dammeyer, Kerr, Myers and Sonnenschein... Each Fund has an ad hoc retirement plan committee which currently consists of Messrs. Arch, Dammeyer and Sonnenschein... COMPENSATION TABLE... David C. Arch................ $138,750 |
| 2004-05-18 |
David C. Arch(1) (58) Trustee Chairman and Chief Executive Officer of Blistex Inc. Trustee/Director/Managing General Partner of funds in the Fund Complex. Governance committee member. Total compensation $193,811. |
| 2005-10-05 |
David C. Arch(1) (60) Trustee + Chairman and Chief Executive Officer 78
Blistex Inc. of Blistex Inc., a consumer health
care products manufacturer. Director
of the Heartland Alliance, a
nonprofit organization serving human
needs based in Chicago. Director of
St. Vincent de Paul Center -- a
Chicago based day care facility
serving the children of low income
families. Board member of the
Illinois Manufacturers' Association.
NAME, AGE AND ADDRESS OTHER DIRECTORSHIPS
OF TRUSTEE HELD BY TRUSTEE
David C. Arch(1) (60) Trustee/Director/Managing
General Partner of funds in
the Fund Complex. |
| 2006-05-19 |
David C. Arch(1) (60) Trustee + Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. Director of the Heartland Alliance, a nonprofit organization serving human needs based in Chicago. Director of St. Vincent de Paul Center -- a Chicago based day care facility serving the children of low income families. Board member of the Illinois Manufacturers' Association. |
| 2007-05-10 |
David C. Arch(1) (61) Trustee Chairman and Chief Executive Officer of Blistex Inc. ... Trustee/Director/Managing General Partner of funds in the Fund Complex. ... Governance committee consists of Messrs. Arch, Kerr and Nelson. ... COMPENSATION TABLE: David C. Arch $35,373. |
| 2008-05-08 |
David C. Arch(1) (62) Trustee Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. Governance committee member. Total compensation $208,601. |
| 2009-05-05 |
David C. Arch (63) Blistex Inc. 1800 Swift Drive Oak Brook, IL 60523 Trustee Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. Trustee/Director/Managing General Partner of funds in the Fund Complex. Member of the Heartland Alliance Advisory Board, a nonprofit organization serving human needs based in Chicago. Board member of the Illinois Manufacturers' Association. Member of the Board of Visitors, Institute for the Humanities, University of Michigan. Compensation Table shows total compensation including fund expenses $39,659, aggregate pension or retirement benefits $105,000, aggregate estimated annual benefits $228,531. |
| 2010-06-11 |
David C. Arch (64) Chairman and Chief Executive Officer of Blistex Inc., Trustee/Managing General Partner of funds in the Fund Complex. Designated as a Class I trustee. Member of the Governance Committee. |
| 2011-05-16 |
David C. Arch (65) ... Trustee ... Chairman and Chief Executive Officer of Blistex Inc. ... Trustee/Managing General Partner of funds in the Fund Complex ... governance committee ... 161,332 |
| 2012-07-03 |
David C. Arch. Independent Trustee. Trustee of the Funds. Member of the Governance Committee. Compensation: $7,074 from the Acquiring Fund, $412,250 from Fund Complex. |
| 2013-06-20 |
David C. Arch (1945) Trustee Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. Formerly: Member of the Heartland Alliance Advisory Board, a nonprofit organization serving human needs based in Chicago. Trustee/Managing General Partner of funds in the Fund Complex. Board member of the Illinois Manufacturers Association. Member of the Board of Visitors, Institute for the Humanities, University of Michigan. |
| 2014-07-18 |
David C. Arch (1945) - Current Trustee and Nominee - Chairman of Blistex Inc., a consumer health care products manufacturer - Trustee/Managing General Partner of funds in the Fund Complex; Member of the Houston Board; Board member of the Illinois Manufacturers' Association; Member of the Board of Visitors, Institute for the Humanities, University of Michigan; Member of the Audit Committee, Edward-Elmhurst Hospital - Aggregate Compensation from Fund Complex: $407,000 |
| 2015-07-09 |
David C. Arch - 1945 Trustee Chairman of Blistex Inc., a consumer health care products manufacturer Board member of the Illinois Manufacturers Association; Member of the Board of Visitors, Institute for the Humanities, University of Michigan; Member of the Audit Committee of the Edward-Elmhurst Hospital |
| 2016-07-20 |
David C. Arch - 1945 Trustee Chairman of Blistex Inc. Member of the Board of Visitors, Institute for the Humanities and University of Michigan. Board member of the Illinois Manufacturers' Association. |
| 2017-07-26 |
David C. Arch - 1945, Trustee, Chairman of Blistex Inc.; Member, World Presidents' Organization; Board member of the Illinois Manufacturers' Association. |
| 2018-06-25 |
David C. Arch - 1945 Trustee Chairman of Blistex Inc. (consumer health care products manufacturer); Member, World Presidents' Organization The Audit Committee is composed of Messrs. Arch, Crockett, Stickel (Chair) and Troccoli (Vice Chair) and Mss. Hostetler and Ressel. The Audit Committee held eight meetings during the fiscal year ended February 28, 2018. The Audit Committee's charter is available at www.invesco.com/us. Each member of the Audit Committee has been determined by the Board to be an "audit committee financial expert" as defined by the SEC. Each such audit committee financial expert is an Independent Trustee. The Compliance Committee is composed of Messrs. Arch (Chair), Stickel, Troccoli and Wilson, and Ms. Ressel (Vice Chair). The Compliance Committee held six meetings during the fiscal year ended February 28, 2018. The Board believes that Mr. Arch's experience as the CEO of a public company and his experience with investment companies benefits the Funds. Compensation of Trustees: David C. Arch received $25,409 in aggregate compensation from the Funds for the fiscal year ended February 28, 2018. |
| 2019-07-05 |
David C. Arch - 1945 Trustee Chairman of Blistex Inc. (consumer health care products manufacturer); Member, World Presidents Organization 241 Board member of the Illinois Manufacturers Association |
| 2020-06-18 |
David C. Arch - 1945 Trustee Chairman of Blistex Inc. (consumer health care products manufacturer); Member, World Presidents Organization Number of Funds in Invesco Fund Complex Overseen by Trustee: 202 Board member of the Illinois Manufacturers Association |
Invesco Pennsylvania Value Municipal Income Trust
| Filing Date |
Source Excerpt |
| 2001-05-15 |
Mr. Arch is Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer, and former Director of the World Presidents Organization-Chicago Chapter. Mr. Arch is also a Trustee or Managing General Partner of other investment companies advised by Asset Management and Advisory Corp. |
| 2002-05-03 |
Mr. Arch is Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer, and former Director of the World Presidents Organization-Chicago Chapter. |
| 2003-05-27 |
David C. Arch(1) (57) Trustee Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer, and former Director of the World Presidents Organization-Chicago Chapter. |
| 2004-05-18 |
Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. |
| 2005-10-05 |
Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. |
| 2006-05-19 |
Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. |
| 2007-05-10 |
Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. |
| 2008-05-08 |
Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. |
| 2009-05-05 |
Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. |
| 2010-06-11 |
Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. |
| 2011-05-16 |
Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. |
| 2012-06-14 |
David C. Arch. Formerly, Mr. Arch was the Chairman and Chief Executive Officer of Blistex, Inc., a consumer health care products manufacturer. Mr. Arch is a member of the Heartland Alliance Advisory Board, a nonprofit organization serving human needs based in Chicago and member of the Board of the Illinois Manufacturers' Association. Mr. Arch is also a member of the Board of Visitors, Institute for the Humanities, University of Michigan. |
| 2013-06-20 |
Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. Formerly: Member of the Heartland Alliance Advisory Board, a nonprofit organization serving human needs based in Chicago. |
| 2014-07-18 |
Chairman of Blistex Inc., a consumer health care products manufacturer; Trustee/Managing General Partner of funds in the Fund Complex; Member of the Houston Board; Board member of the Illinois Manufacturers Association; Member of the Board of Visitors, Institute for the Humanities, University of Michigan; Member of the Audit Committee, Edward-Elmhurst Hospital |
| 2015-07-09 |
David C. Arch - Chairman of Blistex Inc., a consumer health care products manufacturer; Board member of Illinois Manufacturers' Association; no mention of software or programming skills. |
| 2016-07-20 |
Mr. Arch is the Chairman of Blistex Inc., a consumer health care products manufacturer. Mr. Arch is a member of the Board of the Illinois Manufacturers’ Association, the Board of Visitors, Institute for the Humanities and University of Michigan. |
| 2017-07-26 |
Chairman of Blistex Inc. (consumer health care products manufacturer); Member, World Presidents Organization |
| 2018-06-25 |
David C. Arch - Chairman of Blistex Inc. (consumer health care products manufacturer); Member, World Presidents' Organization; Board member of the Illinois Manufacturers' Association. |
| 2019-07-05 |
David C. Arch has been a member of the Board of Trustees of the Invesco Funds and their predecessor funds since 2010. From 1984 to 2010, Mr. Arch served as Director or Trustee of investment companies in the Van Kampen Funds complex. Mr. Arch is the Chairman of Blistex Inc., a consumer health care products manufacturer. Mr. Arch is a member of the Board of the Illinois Manufacturers' Association and a member of the World Presidents' Organization. |
| 2020-06-18 |
David C. Arch is the Chairman of Blistex Inc., a consumer health care products manufacturer. Mr. Arch is a member of the Board of the Illinois Manufacturers' Association and a member of the World Presidents' Organization. |
Invesco Quality Municipal Income Trust
| Filing Date |
Source Excerpt |
| 2010-02-26 |
Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. Trustee/Director of 88 funds/portfolios in the Van Kampen Family of Funds. |
| 2010-06-21 |
David C. Arch is Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. |
| 2011-06-06 |
Mr. Arch is the Chairman and Chief Executive Officer of Blistex, Inc., a consumer health care products manufacturer. Mr. Arch is a member of the Heartland Alliance Advisory Board, a nonprofit organization serving human needs based in Chicago and member of the Board of the Illinois Manufacturers' Association. Mr. Arch is also a member of the Board of Visitors, Institute for the Humanities, University of Michigan. |
| 2012-07-03 |
Formerly, Mr. Arch was the Chairman and Chief Executive Officer of Blistex, Inc., a consumer health care products manufacturer. Mr. Arch is a member of the Heartland Alliance Advisory Board, a nonprofit organization serving human needs based in Chicago and member of the Board of the Illinois Manufacturers' Association. Mr. Arch is also a member of the Board of Visitors, Institute for the Humanities, University of Michigan. |
| 2014-06-27 |
David Arch has been a member of the Board since 2010. Mr. Arch is the Chairman of Blistex Inc., a consumer health care products manufacturer. Mr. Arch is a member of the Board of the Illinois Manufacturers Association, Board of Visitors, Institute for the Humanities, University of Michigan and the Audit Committee of Edward-Elmhurst Hospital. |
| 2015-07-09 |
Mr. Arch is the Chairman of Blistex Inc., a consumer health care products manufacturer. Mr. Arch is a member of the Board of the Illinois Manufacturers' Association, the Board of Visitors, Institute for the Humanities, University of Michigan and the Audit Committee of Edward – Elmhurst Hospital. |
| 2018-06-25 |
David C. Arch has been a member of the Board of Trustees of the Invesco Funds and their predecessor funds since 2010. From 1984 to 2010, Mr. Arch served as Director or Trustee of investment companies in the Van Kampen Funds complex. Mr. Arch is the Chairman of Blistex Inc., a consumer health care products manufacturer. Mr. Arch is a member of the Board of the Illinois Manufacturers' Association and a member of the World Presidents' Organization. |
| 2019-07-05 |
Mr. Arch is the Chairman of Blistex Inc., a consumer health care products manufacturer. |
| 2020-06-18 |
David C. Arch is the Chairman of Blistex Inc., a consumer health care products manufacturer. Mr. Arch is a member of the Board of the Illinois Manufacturers' Association and a member of the World Presidents' Organization. |
Invesco Trust for Investment Grade Municipals
| Filing Date |
Source Excerpt |
| 2001-05-15 |
Mr. Arch is Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer, and former Director of the World Presidents Organization-Chicago Chapter. Mr. Arch is also a Trustee or Managing General Partner of other investment companies advised by Asset Management and Advisory Corp. |
| 2002-05-03 |
Mr. Arch is Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer, and former Director of the World Presidents Organization-Chicago Chapter. |
| 2003-05-27 |
David C. Arch(1) (57) Trustee Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer, and former Director of the World Presidents Organization-Chicago Chapter. |
| 2004-05-18 |
Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. |
| 2005-10-05 |
Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. |
| 2006-05-19 |
Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. |
| 2007-05-10 |
Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. |
| 2008-05-08 |
Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. |
| 2009-05-05 |
Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. |
| 2010-06-11 |
Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. |
| 2011-05-16 |
Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. |
| 2012-06-14 |
David C. Arch. Formerly, Mr. Arch was the Chairman and Chief Executive Officer of Blistex, Inc., a consumer health care products manufacturer. Mr. Arch is a member of the Heartland Alliance Advisory Board, a nonprofit organization serving human needs based in Chicago and member of the Board of the Illinois Manufacturers' Association. From 1984 to 2010, Mr. Arch served as Director or Trustee of investment companies in the Van Kampen Funds complex. The Board believes that Mr. Arch's experience as the CEO of a public company and his experience with investment companies benefits the Funds. |
| 2013-06-20 |
Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. Formerly: Member of the Heartland Alliance Advisory Board, a nonprofit organization serving human needs based in Chicago. |
| 2014-07-18 |
Chairman of Blistex Inc., a consumer health care products manufacturer; Trustee/Managing General Partner of funds in the Fund Complex; Member of the Houston Board; Board member of the Illinois Manufacturers Association; Member of the Board of Visitors, Institute for the Humanities, University of Michigan; Member of the Audit Committee, Edward-Elmhurst Hospital |
| 2015-07-09 |
Mr. Arch is the Chairman of Blistex Inc., a consumer health care products manufacturer. Mr. Arch is a member of the Board of the Illinois Manufacturers' Association, the Board of Visitors, Institute for the Humanities, University of Michigan and the Audit Committee of Edward – Elmhurst Hospital. |
| 2018-06-25 |
David C. Arch has been a member of the Board of Trustees of the Invesco Funds and their predecessor funds since 2010. From 1984 to 2010, Mr. Arch served as Director or Trustee of investment companies in the Van Kampen Funds complex. Mr. Arch is the Chairman of Blistex Inc., a consumer health care products manufacturer. Mr. Arch is a member of the Board of the Illinois Manufacturers' Association and a member of the World Presidents' Organization. |
| 2019-07-05 |
Mr. Arch is the Chairman of Blistex Inc., a consumer health care products manufacturer. ... The Board believes that Mr. Arch's experience as the CEO of a public company and his experience with investment companies benefits the Funds. |
| 2020-06-18 |
David C. Arch is the Chairman of Blistex Inc., a consumer health care products manufacturer. Mr. Arch is a member of the Board of the Illinois Manufacturers' Association and a member of the World Presidents' Organization. |
Invesco Trust for Investment Grade New York Municipals
| Filing Date |
Source Excerpt |
| 2001-05-15 |
Mr. Arch is Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer, and former Director of the World Presidents Organization-Chicago Chapter. Mr. Arch is also a Trustee or Managing General Partner of other investment companies advised by Asset Management and Advisory Corp. |
| 2002-05-03 |
Mr. Arch is Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer, and former Director of the World Presidents Organization-Chicago Chapter. |
| 2003-05-27 |
David C. Arch(1) (57) Trustee Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer, and former Director of the World Presidents Organization-Chicago Chapter. |
| 2004-05-18 |
David C. Arch(1) (58) Trustee Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. |
| 2005-10-05 |
Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. |
| 2006-05-19 |
Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. Director of the Heartland Alliance, a nonprofit organization serving human needs based in Chicago. Director of St. Vincent de Paul Center -- a Chicago based day care facility serving the children of low income families. Board member of the Illinois Manufacturers' Association. |
| 2007-05-10 |
David C. Arch(1) (61) Trustee Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. |
| 2008-05-08 |
David C. Arch(1) (62) Trustee Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. |
| 2009-05-05 |
Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. |
| 2010-06-11 |
David C. Arch (64) ... Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. |
| 2011-05-16 |
Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. |
| 2012-07-03 |
Formerly, Mr. Arch was the Chairman and Chief Executive Officer of Blistex, Inc., a consumer health care products manufacturer. Mr. Arch is a member of the Heartland Alliance Advisory Board, a nonprofit organization serving human needs based in Chicago and member of the Board of the Illinois Manufacturers' Association. Mr. Arch is also a member of the Board of Visitors, Institute for the Humanities, University of Michigan. |
| 2013-06-20 |
Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. Formerly: Member of the Heartland Alliance Advisory Board, a nonprofit organization serving human needs based in Chicago. |
| 2014-07-18 |
Chairman of Blistex Inc., a consumer health care products manufacturer; Trustee/Managing General Partner of funds in the Fund Complex; Member of the Houston Board; Board member of the Illinois Manufacturers Association; Member of the Board of Visitors, Institute for the Humanities, University of Michigan; Member of the Audit Committee, Edward-Elmhurst Hospital |
| 2015-07-09 |
Mr. Arch is the Chairman of Blistex Inc., a consumer health care products manufacturer. Mr. Arch is a member of the Board of the Illinois Manufacturers' Association, the Board of Visitors, Institute for the Humanities, University of Michigan and the Audit Committee of Edward – Elmhurst Hospital. |
| 2016-07-20 |
Mr. Arch is the Chairman of Blistex Inc., a consumer health care products manufacturer. |
| 2018-06-25 |
David C. Arch has been a member of the Board of Trustees of the Invesco Funds and their predecessor funds since 2010. From 1984 to 2010, Mr. Arch served as Director or Trustee of investment companies in the Van Kampen Funds complex. Mr. Arch is the Chairman of Blistex Inc., a consumer health care products manufacturer. |
| 2019-07-05 |
Mr. Arch is the Chairman of Blistex Inc., a consumer health care products manufacturer. Mr. Arch is a member of the Board of the Illinois Manufacturers' Association and a member of the World Presidents' Organization. |
| 2020-06-18 |
Chairman of Blistex Inc. (consumer health care products manufacturer); Member, World Presidents Organization. |
Invesco Value Municipal Income Trust
| Filing Date |
Source Excerpt |
| 2010-02-26 |
Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. |
| 2010-06-21 |
Mr. Arch is the Chairman and Chief Executive Officer of Blistex, Inc., a consumer health care products manufacturer. Mr. Arch is a member of the Heartland Alliance Advisory Board, a nonprofit organization serving human needs based in Chicago and member of the Board of the Illinois Manufacturers' Association. Mr. Arch is also a member of the Board of Visitors, Institute for the Humanities, University of Michigan. |
| 2011-06-06 |
David C. Arch is Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. |
| 2012-07-03 |
Formerly, Mr. Arch was the Chairman and Chief Executive Officer of Blistex, Inc., a consumer health care products manufacturer. Mr. Arch is a member of the Heartland Alliance Advisory Board, a nonprofit organization serving human needs based in Chicago and member of the Board of the Illinois Manufacturers' Association. Mr. Arch is also a member of the Board of Visitors, Institute for the Humanities, University of Michigan. |
| 2014-06-27 |
David Arch has been a member of the Board since 2010. Mr. Arch is the Chairman of Blistex Inc., a consumer health care products manufacturer. Mr. Arch is a member of the Board of the Illinois Manufacturers' Association, Board of Visitors, Institute for the Humanities, University of Michigan and the Audit Committee of Edward-Elmhurst Hospital. |
| 2015-07-09 |
Mr. Arch is the Chairman of Blistex Inc., a consumer health care products manufacturer. Mr. Arch is a member of the Board of the Illinois Manufacturers' Association, the Board of Visitors, Institute for the Humanities, University of Michigan and the Audit Committee of Edward – Elmhurst Hospital. |
| 2016-07-20 |
David C. Arch has been a member of the Board of Trustees of the Invesco Funds and their predecessor funds since 2010. From 1984 to 2010, Mr. Arch served as Director or Trustee of investment companies in the Van Kampen Funds complex. Mr. Arch is the Chairman of Blistex Inc., a consumer health care products manufacturer. Mr. Arch is a member of the Board of the Illinois Manufacturers’ Association, the Board of Visitors, Institute for the Humanities and University of Michigan. The Board believes that Mr. Arch’s experience as the CEO of a public company and his experience with investment companies benefits the Funds. |
| 2018-06-25 |
David C. Arch has been a member of the Board of Trustees of the Invesco Funds and their predecessor funds since 2010. From 1984 to 2010, Mr. Arch served as Director or Trustee of investment companies in the Van Kampen Funds complex. Mr. Arch is the Chairman of Blistex Inc., a consumer health care products manufacturer. Mr. Arch is a member of the Board of the Illinois Manufacturers' Association and a member of the World Presidents' Organization. |
| 2019-07-05 |
Mr. Arch is the Chairman of Blistex Inc., a consumer health care products manufacturer. ... The Board believes that Mr. Arch's experience as the CEO of a public company and his experience with investment companies benefits the Funds. |
| 2020-06-18 |
David C. Arch is the Chairman of Blistex Inc., a consumer health care products manufacturer. Mr. Arch is a member of the Board of the Illinois Manufacturers' Association and a member of the World Presidents' Organization. |
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