DAVID C. ARCH

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Invesco Advantage Municipal Income Trust II

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... The Audit Committee currently consists of Messrs. Arch, Dammeyer, Kerr, Myers and Sonnenschein... Each Fund has a retirement plan committee which currently consists of Messrs. Arch, Dammeyer and Sonnenschein... Compensation Table shows David C. Arch total compensation before deferral from Closed-End Fund Complex as $152,000.
2003-05-27 David C. Arch(1) (57) Trustee Chairman and Chief Executive Officer of Blistex Inc. ... Trustee or Managing General Partner of other funds in the Closed-End Fund Complex. ... COMPENSATION TABLE ... David C. Arch................ $138,750 ... MEETINGS AND COMMITTEES ... 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.
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 consists of David C. Arch, Rod Dammeyer, Howard J Kerr and Jack E. Nelson. Compensation Table shows $193,811 total annual compensation.
2005-10-05 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.
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., a consumer health care products manufacturer. ... Trustee/Director/Managing General Partner of funds in the Fund Complex. ... COMPENSATION TABLE: David C. Arch $35,373 ... BOARD COMMITTEES AND MEETINGS: governance committee consists of Messrs. Arch, Kerr and Nelson.
2008-05-08 David C. Arch(1) (62) Trustee Chairman and Chief Executive Officer of Blistex Inc. Annual compensation $208,601. Governance committee member.
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) ... 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 Board's governance committee consists of Messrs. Arch, Kerr and Nelson. ... The Chairman of the Board is not an interested person ... The Board and the Independent Trustees have expressed their continuing support of Mr. Whalen as Chairman. ... Compensation Table: David C. Arch, Annual Compensation: $105,000.
2011-05-16 David C. Arch (65) 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/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.
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. 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 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 from the Funds $66,145.
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 the Funds: $69,806 - Total 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., a consumer health care products manufacturer Member of the Board of Visitors, Institute for the Humanities and University of Michigan; Board member of the Illinois Manufacturers' Association; Member of the Audit Committee
2017-07-26 David C. Arch - 1945 Trustee Chairman of Blistex Inc. (consumer health care products manufacturer); Member, World Presidents' Organization Mr. Arch is a member of the Board of the Illinois Manufacturers' Association and a member of the 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.
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 Compliance Committee
2019-07-05 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 241

Invesco Bond Fund

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... The Audit Committee currently consists of Messrs. Arch, Dammeyer, Kerr, Myers and Sonnenschein... Each Fund has a retirement plan committee which currently consists of Messrs. Arch, Dammeyer and Sonnenschein... Compensation Table shows David C. Arch total compensation before deferral from Closed-End Fund Complex as $152,000.
2003-05-27 David C. Arch(1) (57) Trustee Chairman and Chief Executive Officer of Blistex Inc. ... Trustee or Managing General Partner of other funds in the Closed-End Fund Complex. ... COMPENSATION TABLE ... David C. Arch................ $138,750 ... MEETINGS AND COMMITTEES ... 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.
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 consists of David C. Arch, Rod Dammeyer, Howard J Kerr and Jack E. Nelson. Compensation Table shows $193,811 total annual compensation.
2005-05-20 David C. Arch(1) (59) Trustee Trustee Chairman and Chief Executive Officer 82 Blistex Inc. since 1997 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.
2006-05-19 David C. Arch(1) (60) Trustee Chairman and Chief Executive Officer of Blistex Inc. ... Trustee/Director/Managing General Partner of funds in the Fund Complex. ... COMPENSATION TABLE: David C. Arch $40,874 ... BOARD COMMITTEES AND MEETINGS: Governance committee consists of Messrs. Arch, Kerr and Nelson.
2007-05-01 David C. Arch(1) (61) Trustee Trustee of Chairman and Chief Executive Officer 73 Blistex Inc. the Fund since 1997 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.
2008-05-08 David C. Arch(1) (62) Trustee + Chairman and Chief Executive Officer 74 Blistex Inc. of Blistex Inc., a consumer health care products manufacturer. ... The governance committee consists of Messrs. Arch, Kerr and Nelson. ... David C. Arch........... (1) $ 35,484 $105,000 $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, retirement benefits and estimated annual benefits totaling $373,190. Governance committee membership is mentioned.
2010-06-11 David C. Arch (64) Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. Trustee/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.
2011-05-16 David C. Arch (65) 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/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.
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. 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 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. Compensation: $66,145 from the Funds, $406,250 from the Fund Complex.
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 - Compensation: $407,000 - Number of Funds Overseen: 140
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.
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; Member of the Audit Committee and Governance Committee.
2017-07-26 David C. Arch - 1945 Trustee Chairman of Blistex Inc. (consumer health care products manufacturer)
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 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 members of the Audit Committee are Messrs. Arch, Crockett, Stickel (Chair) and Troccoli (Vice Chair) and Mss. Hostetler and Ressel.
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. 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 The Audit Committee is composed of Messrs. Arch, Crockett, LaCava (Chair), Troccoli and Vaughn (Vice Chair) and Mss. Hostetler, Krentzman and Ressel. The Compliance Committee is composed of Messrs. Arch (Chair), Motley, Troccoli and Vaughn, and Mss. Brown, Hostetler, Krentzman and Ressel (Vice Chair). The Investments Committee is composed of Messrs. Arch, Crockett (Chair), Fields, Flanagan, LaCava, Motley, Troccoli, Vandivort, Vaughn and Wilson (Vice Chair), Mss. Brown, Hostetler (Vice Chair), Krentzman, Ressel and Stern (Vice Chair). Compensation received by the Trustees of the Funds as of fiscal year ended February 29, 2020 is shown on Annex B.

Invesco California Value Municipal Income 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. Each Fund has an Audit Committee. The Audit Committee currently consists of Messrs. Arch, Dammeyer, Kerr, Myers and Sonnenschein. Each Fund has a retirement plan committee which currently consists of Messrs. Arch, Dammeyer and Sonnenschein. COMPENSATION TABLE David C. Arch.............. (2) $13,789 $90,000 $152,000
2003-05-27 David C. Arch(1) (57) Trustee Chairman and Chief Executive Officer of Blistex Inc. ... Trustee or Managing General Partner of other funds in the Closed-End Fund Complex. ... COMPENSATION TABLE ... David C. Arch................ $138,750 ... MEETINGS AND COMMITTEES ... 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.
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 consists of David C. Arch, Rod Dammeyer, Howard J Kerr and Jack E. Nelson. Compensation Table shows $193,811 total compensation.
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 Blistex Inc. 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. ... Trustee/Director/Managing General Partner of funds in the Fund Complex. ... COMPENSATION TABLE ... David C. Arch........... $40,874 ... BOARD COMMITTEES AND MEETINGS ... The governance committee consists of Messrs. Arch, Kerr and Nelson.
2007-05-10 David C. Arch(1) (61) 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. ... COMPENSATION TABLE ... David C. Arch........... (1) The amount of aggregate compensation payable by each Fund for its most recently completed fiscal year ended in 2006 before deferral by the Trustees under the deferred compensation plan is shown in Annex D. ... David C. Arch........... $35,373 ... BOARD COMMITTEES AND MEETINGS ... The governance committee consists of Messrs. Arch, Kerr and Nelson.
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 $39,659 from Fund Complex, $105,000 aggregate pension or retirement benefits, and $228,531 aggregate estimated annual benefits. Governance committee member.
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) 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/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.
2012-07-03 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. 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 Target Funds.
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. Compensation: $66,145 from the Funds, $406,250 from the Fund Complex.
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
2016-07-20 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 and University of Michigan
2017-07-26 David C. Arch - 1945 Trustee Chairman of Blistex Inc. (consumer health care products manufacturer); Member, World Presidents’ Organization Member of the Audit Committee and Compliance Committee
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 Compensation: $25,409 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.; 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.
2020-06-18 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 Board member of the Illinois Manufacturers’ Association Compensation received by the Trustees of the Funds as of fiscal year ended February 29, 2020 is shown on Annex B

Invesco High Income Trust II

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... 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. Each Fund has an Audit Committee... The Audit Committee currently consists of Messrs. Arch, Dammeyer, Kerr, Myers and Sonnenschein. Each Fund has a retirement plan committee which currently consists of Messrs. Arch, Dammeyer and Sonnenschein. COMPENSATION TABLE David C. Arch.............. (2) $13,789 $90,000 $152,000
2003-05-27 David C. Arch(1) (57) Trustee Chairman and Chief Executive Officer of Blistex Inc. ... Trustee or Managing General Partner of other funds in the Closed-End Fund Complex. ... COMPENSATION TABLE ... David C. Arch................ $138,750 ... MEETINGS AND COMMITTEES ... 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.
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 consists of David C. Arch, Rod Dammeyer, Howard J Kerr and Jack E. Nelson. Compensation Table shows $193,811 total compensation.
2005-10-05 David C. Arch(1) (60) 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. ... The governance committee consists of David C. Arch, Howard J Kerr and Jack E. Nelson.
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. 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 - 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 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... The Audit Committee currently consists of Messrs. Arch, Dammeyer, Kerr, Myers and Sonnenschein... Each Fund has a retirement plan committee which currently consists of Messrs. Arch, Dammeyer and Sonnenschein... Compensation Table shows David C. Arch total compensation before deferral from Closed-End Fund Complex as $152,000.
2003-05-27 David C. Arch(1) (57) Trustee Chairman and Chief Executive Officer of Blistex Inc. Trustee or Managing General Partner of other funds in the Closed-End Fund Complex. Audit committee member. Retirement plan committee member. Compensation table shows total compensation $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 consists of David C. Arch, Rod Dammeyer, Howard J Kerr and Jack E. Nelson. Compensation Table shows $193,811 total compensation.
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. 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 entity. The funds in the Fund Complex, including the Funds, pay the non-affiliated Trustees an annual retainer and meeting fees. 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(1) FUND(2) EXPENSES(3) RETIREMENT(4) COMPLEX(5) ------- ------------ -------------------- ------------------- ------------- INDEPENDENT TRUSTEES David C. Arch........... (2) 35,277$........ $147,500 $192,530 BOARD COMMITTEES AND MEETINGS Each Fund's Board of Trustees has three standing committees (an audit committee, a brokerage and services committee and a governance committee). Each committee is comprised solely of "Independent Trustees", which is defined for purposes herein as trustees who: (1) are not "interested persons" of the Fund as defined by the 1940 Act and (2) are "independent" of the respective Fund as defined by the New York Stock Exchange, American Stock Exchange and Chicago Stock Exchange listing standards. Each Board's audit committee consists of Jerry D. Choate, Rod Dammeyer and R. Craig Kennedy. In addition to being Independent Trustees as defined above, each of these Trustees also meets the additional independence requirements for audit committee members as defined by the New York Stock Exchange, American Stock Exchange and Chicago Stock Exchange listing standards. Each Board's brokerage and services committee consists of Linda Hutton Heagy, Hugo F. Sonnenschein and Suzanne H. Woolsey. Each Board's governance committee consists of David C. Arch, Howard J Kerr and Jack E. Nelson.
2006-05-19 David C. Arch(1) (60) Trustee Chairman and Chief Executive Officer of Blistex Inc. ... Trustee/Director/Managing General Partner of funds in the Fund Complex. ... COMPENSATION TABLE ... David C. Arch........... $40,874 ... BOARD COMMITTEES AND MEETINGS ... The governance committee consists of Messrs. Arch, Kerr and Nelson.
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) ... Trustee ... Chairman and Chief Executive Officer of Blistex Inc. ... Trustee/Managing General Partner of funds in the Fund Complex. ... Member of the Board of Visitors, Institute for the Humanities, University of Michigan. ... Designated as a Class I trustee. ... Governance committee consists of Messrs. Arch, Kerr and Nelson. ... Compensation Table: David C. Arch, Annual Compensation $105,000.
2011-05-16 David C. Arch (65) 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/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.
2012-07-03 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. 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 PIA.
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 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.
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 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 members of the Audit Committee are 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 members of the Compliance Committee are 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 Investments Committee's primary purposes are to assist the Board in its oversight of the investment management services provided by the Adviser and the Sub-Advisers and to periodically review Fund performance information. 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 and Mathai-Davis.
2019-07-05 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, LaCava, Stickel (Chair) and Troccoli (Vice Chair) and Mss. Hostetler and Ressel. The Compliance Committee is composed of Messrs. Arch (Chair), Stickel and Troccoli, and Mss. Hostetler and Ressel (Vice Chair). The Investments Committee is composed of Messrs. Arch, Crockett (Chair), Fields, Flanagan, LaCava, Stickel, Taylor, Troccoli and Wilson (Vice Chair), Mss. Hostetler (Vice Chair), Ressel and Stern (Vice Chair) and Drs. Jones and Mathai-Davis.
2020-06-18 David C. Arch - 1945 Trustee Chairman of Blistex Inc. (consumer health care products manufacturer); Member, World Presidents’ Organization The Audit Committee members are Messrs. Arch, Crockett, LaCava (Chair), Troccoli and Vaughn (Vice Chair) and Mss. Hostetler, Krentzman and Ressel. The Compliance Committee members are Messrs. Arch (Chair), Motley, Troccoli and Vaughn, and Mss. Brown, Hostetler, Krentzman and Ressel (Vice Chair). The Investments Committee members are Messrs. Arch, Crockett (Chair), Fields, Flanagan, LaCava, Motley, Troccoli, Vandivort, Vaughn and Wilson (Vice Chair), Mss. Brown, Hostetler (Vice Chair), Krentzman, Ressel and Stern (Vice Chair) and Drs. Jones and Mathai-Davis.

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 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... The Audit Committee currently consists of Messrs. Arch, Dammeyer, Kerr, Myers and Sonnenschein... Each Fund has a retirement plan committee which currently consists of Messrs. Arch, Dammeyer and Sonnenschein... COMPENSATION TABLE shows David C. Arch total compensation before deferral from Closed-End Fund Complex as $152,000.
2003-05-27 David C. Arch(1) (57) Trustee Chairman and Chief Executive Officer of Blistex Inc. ... Trustee or Managing General Partner of other funds in the Closed-End Fund Complex. ... 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 ... MEETINGS AND COMMITTEES ... 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.
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 Blistex Inc. 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. ... Trustee/Director/Managing General Partner of funds in the Fund Complex. ... COMPENSATION TABLE ... David C. Arch........... $40,874 ... BOARD COMMITTEES AND MEETINGS ... The governance committee consists of Messrs. Arch, Kerr and Nelson.
2007-05-10 David C. Arch(1) (61) 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. ... COMPENSATION TABLE ... David C. Arch........... (1) The amount of aggregate compensation payable by each Fund for its most recently completed fiscal year ended in 2006 before deferral by the Trustees under the deferred compensation plan is shown in Annex D. ... David C. Arch........... $35,373 ... BOARD COMMITTEES AND MEETINGS ... The governance committee consists of Messrs. Arch, Kerr and Nelson.
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: $39,659 Fund Complex Compensation + $105,000 Aggregate Pension or Retirement Benefits + $228,531 Aggregate Estimated Annual Benefits. Board Committees: Governance committee consists of Messrs. Arch, Kerr and Nelson.
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) 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/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.
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. 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 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
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. 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.
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; Member of the Audit Committee.
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 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 members of the Audit Committee are Messrs. Arch, Crockett, Stickel (Chair), Troccoli (Vice Chair) and Mss. Hostetler and Ressel. The Audit Committee held eight meetings during the fiscal year ended February 28, 2018.
2019-07-05 David C. Arch - 1945 Trustee Chairman of Blistex Inc.; Member, World Presidents' Organization; Board member of the Illinois Manufacturers' Association The Board believes Mr. Arch's experience as the CEO of a public company and his experience with investment companies benefits the Funds. Audit Committee members: Arch, Crockett, LaCava, Stickel (Chair), Troccoli (Vice Chair), Hostetler, Ressel. Compliance Committee members: Arch (Chair), Stickel, Troccoli, Hostetler, Ressel.
2020-06-18 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, LaCava (Chair), Troccoli and Vaughn (Vice Chair) and Mss. Hostetler, Krentzman and Ressel. The Compliance Committee is composed of Messrs. Arch (Chair), Motley, Troccoli and Vaughn, and Mss. Brown, Hostetler, Krentzman and Ressel (Vice Chair). The Investments Committee is composed of Messrs. Arch, Crockett (Chair), Fields, Flanagan, LaCava, Motley, Troccoli, Vandivort, Vaughn and Wilson (Vice Chair), Mss. Brown, Hostetler (Vice Chair), Krentzman, Ressel and Stern (Vice Chair) and Drs. Jones and Mathai-Davis. Compensation received by the Trustees of the Funds as of fiscal year ended February 29, 2020 is shown on Annex B.

Invesco Quality Municipal Income 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.
2011-06-06 David C. Arch - 1945 Trustee/Director 2010 Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. 212 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.
2012-07-03 David C. Arch - 1945 Trustee 2010 Retired. 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. Compensation: $406,250. Committees: Audit Committee, Governance Committee, Investments Committee.
2014-06-27 David C. Arch - 1945 Trustee Chairman of Blistex Inc., a consumer health care products manufacturer
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 has been a member of the Board of Trustees of the Invesco Funds and their predecessor funds since 2010. 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.
2017-07-26 David C. Arch - 1945 Trustee Chairman of Blistex Inc. (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.
2018-06-25 David C. Arch - 1945 Trustee Chairman of Blistex Inc. (consumer health care products manufacturer) Member, World Presidents’ Organization
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.
2020-06-18 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 The Audit Committee is composed of Messrs. Arch, Crockett, LaCava (Chair), Troccoli and Vaughn (Vice Chair), and Mss. Hostetler, Krentzman and Ressel. The Compliance Committee members include Messrs. Arch (Chair), Motley, Troccoli and Vaughn, and Mss. Brown, Hostetler, Krentzman and Ressel. The Investments Committee members include Messrs. Arch, Crockett (Chair), Fields, Flanagan, LaCava, Motley, Troccoli, Vandivort, Vaughn and Wilson (Vice Chair), Mss. Brown, Hostetler (Vice Chair), Krentzman, Ressel and Stern (Vice Chair) and Drs. Jones and Mathai-Davis. Compensation received by the Trustees of the Funds as of fiscal year ended February 29, 2020 is shown on Annex B

Invesco Trust for Investment Grade Municipals

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... The Audit Committee currently consists of Messrs. Arch, Dammeyer, Kerr, Myers and Sonnenschein... Each Fund has a retirement plan committee which currently consists of Messrs. Arch, Dammeyer and Sonnenschein... Compensation Table shows David C. Arch total compensation before deferral from Closed-End Fund Complex as $152,000.
2003-05-27 David C. Arch(1) (57) Trustee Chairman and Chief Executive Officer of Blistex Inc. ... Trustee or Managing General Partner of other funds in the Closed-End Fund Complex. ... 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 ... MEETINGS AND COMMITTEES ... The audit committee currently consists of Messrs. Arch, Dammeyer, Kerr, Myers and Sonnenschein.
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 Blistex Inc. General Partner of funds in the Fund Complex.
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. 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) EXPENSES(3) RETIREMENT(4) COMPLEX(5) ------- ------------ -------------------- ------------------- ------------- INDEPENDENT TRUSTEES David C. Arch........... (2) $ 40,874 $105,000 $222,935 BOARD COMMITTEES AND MEETINGS Each Fund's Board of Trustees has three standing committees (an audit committee, a brokerage and services committee and a governance committee). Each committee is comprised solely of "Independent Trustees", which is defined for purposes herein as trustees who: (1) are not "interested persons" of the Fund as defined by the 1940 Act and (2) are "independent" of the respective Fund as defined by the New York Stock Exchange, American Stock Exchange and Chicago Stock Exchange listing standards. Each Board's audit committee consists of Messrs. Choate, Dammeyer and Kennedy. In addition to being Independent Trustees as defined above, each of these Trustees also meets the additional independence requirements for audit committee members as defined by the New York Stock Exchange, American Stock Exchange and Chicago Stock Exchange listing standards. Each Board's brokerage and services committee consists of Mesdames Heagy and Woolsey and Mr. Sonnenschein. Each Board's governance committee consists of Messrs. Arch, Kerr and Nelson.
2007-05-10 David C. Arch(1) (61) Trustee + Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. ... Each Board's governance committee consists of Messrs. Arch, Kerr and Nelson. ... 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 $39,659 from Fund Complex, $105,000 pension, $228,531 estimated annual benefits.
2010-06-11 David C. Arch (64) ... 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. ... Member of the Board of Visitors, Institute for the Humanities, University of Michigan.
2011-05-16 David C. Arch (65) 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/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.
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. 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 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.; 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, University of Michigan. Member of the Audit Committee, Governance Committee, and Investments Committee.
2017-07-26 David C. Arch - 1945 Trustee Chairman of Blistex Inc. (consumer health care products manufacturer); Member, World Presidents’ Organization Member of the Board 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 Board member of the Illinois Manufacturers’ Association
2019-07-05 David C. Arch - 1945 Trustee Chairman of Blistex Inc.; Member, World Presidents' Organization The Audit Committee members include Messrs. Arch, Crockett, LaCava, Stickel (Chair), Troccoli (Vice Chair), and Mss. Hostetler and Ressel. The Compliance Committee members include Messrs. Arch (Chair), Stickel and Troccoli, and Mss. Hostetler and Ressel. The Investments Committee members include Messrs. Arch, Crockett (Chair), Fields, Flanagan, LaCava, Stickel, Taylor, Troccoli and Wilson (Vice Chair), Mss. Hostetler (Vice Chair), Ressel and Stern (Vice Chair) and Drs. Jones and Mathai-Davis.
2020-06-18 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

Invesco Trust for Investment Grade New York Municipals

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... 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 Fund has a retirement plan committee which currently consists of Messrs. Arch, Dammeyer and Sonnenschein. ... David C. Arch.............. (2) $13,789 $90,000 $152,000
2003-05-27 David C. Arch(1) (57) Trustee Chairman and Chief Executive Officer of Blistex Inc. ... Trustee or Managing General Partner of other funds in the Closed-End Fund Complex. ... COMPENSATION TABLE ... David C. Arch................ (3) $14,694 $90,000 $138,750 ... MEETINGS AND COMMITTEES ... 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.
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 consists of David C. Arch, Rod Dammeyer, Howard J Kerr and Jack E. Nelson. Compensation Table shows David C. Arch total annual 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 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. ... Each Board's governance committee consists of Messrs. Arch, Kerr and Nelson. In addition to being Independent Trustees as defined above, each of these Trustees also meets the additional independence requirements for nominating committee members as defined by the New York Stock Exchange, American Stock Exchange and Chicago Stock Exchange listing standards. ... 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 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: 39,659 + 105,000 + 228,531 = 373,190. Governance committee member.
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 Chairman of the Board is not an interested person ... The Board and the Independent Trustees have expressed their continuing support of Mr. Whalen as Chairman.
2011-05-16 David C. Arch (65) 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/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.
2012-07-03 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. ... The Target Fund Board believes that Mr. Arch's experience as the CEO of a public company and his experience with investment companies benefits the Target Fund.
2012-07-03 David C. Arch. Formerly, 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 the Acquiring Fund.
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; 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 - 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. 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.; Member of the Board of Visitors, Institute for the Humanities, University of Michigan; Member of the Audit Committee and Governance Committee.
2017-07-26 David C. Arch - 1945 Trustee Chairman of Blistex Inc. (consumer health care products manufacturer)
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
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 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, LaCava (Chair), Troccoli and Vaughn (Vice Chair) and Mss. Hostetler, Krentzman and Ressel. The Compliance Committee members are Messrs. Arch (Chair), Motley, Troccoli and Vaughn, and Mss. Brown, Hostetler, Krentzman and Ressel (Vice Chair). The members of the Investments Committee are Messrs. Arch, Crockett (Chair), Fields, Flanagan, LaCava, Motley, Troccoli, Vandivort, Vaughn and Wilson (Vice Chair), Mss. Brown, Hostetler (Vice Chair), Krentzman, Ressel and Stern (Vice Chair) and Drs. Jones and Mathai-Davis.

Invesco Value Municipal Income 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. Trustee/Director of 88 funds/portfolios in the Van Kampen Family of Funds.
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, Trustee/Director. Mr. Arch has been a member of the Board since 2010. Currently, Mr. Arch is the Chairman and Chief Executive Officer of Blistex, Inc., a consumer health care products manufacturer.
2012-07-03 David C. Arch - 1945 Trustee 2010 Retired. 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. From 1984 to 2010, Mr. Arch served as Director or Trustee of investment companies in the Van Kampen funds complex. The Board of each Fund believes that Mr. Arch's experience as the CEO of a public company and his experience with investment companies benefits the Funds.
2013-06-17 David C. Arch - 1945 Trustee 2010 Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. Committees: Audit Committee, Governance Committee, Investments Committee. Compensation: $406,250.
2014-06-27 David C. Arch - 1945 Trustee Chairman of Blistex Inc., a consumer health care products manufacturer
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 the Illinois Manufacturers' Association; Member of the Board of Visitors, Institute for the Humanities and University of Michigan
2017-07-26 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.
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 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 members of the Audit Committee are Messrs. Arch, Crockett, Stickel (Chair) and Troccoli (Vice Chair) and Mss. Hostetler and Ressel.
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 435,078
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 Compensation: $410,486

Data sourced from SEC filings. Last updated: 2026-02-03