Corporate Board Profile
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| Filing Date | Source Excerpt |
|---|---|
| 2014-03-31 | Eli Jones. Dr. Jones, age 52, joined the Company as a Class I director in April 2004. He is chairman of the Company’s Compensation Committee and a member of the Nominating and Corporate Governance Committee. ... The table below summarizes the compensation paid by the Company to non-employee directors during the fiscal year ended December 31, 2013. ... Eli Jones Fees Earned or Paid in Cash 77,250, Stock Awards 91,065, All Other Compensation 1,561, Total 169,876. |
| 2015-04-30 | Eli Jones. Dr. Jones, age 53, joined the Company as a Class I director in April 2004. Pursuant to the Agreement, following the 2015 Annual Meeting of Stockholders, he will resign as a Class I director and immediately be reappointed as a Class III director. He is chairperson of the Company’s Compensation Committee and a member of the Nominating and Corporate Governance Committee. |
| 2016-05-27 | Eli Jones. Dr. Jones, age 54, joined the Company as a director in April 2004. ... The Compensation Committee met six times in 2015. The members of the Compensation Committee currently are Dr. Jones, who serves as chairperson, and Messrs. Brown and Feld. ... The table below summarizes the compensation paid by the Company to non-employee directors during the fiscal year ended December 31, 2015. ... Eli Jones Fees Earned or Paid in Cash: $78,500, Stock Awards: $89,578, All Other Compensation: $1,146, Total: $169,223. |
| 2021-04-20 | Dr. Eli Jones, age 59, rejoined the Company as a Class III director in December 2020. ... The Compensation Committee met nine times in 2020. The members of the Compensation Committee currently are Mr. Clifford, who serves as chairperson, Dr. Jones, Ms. Kaufman and Mr. Mehl. ... DIRECTORS’ COMPENSATION TABLE ... Eli Jones2 — 62,352 — — 62,352 |
| 2022-04-14 | Eli Jones rejoined the Company as a Class III director in December 2020. Since June 2021, Dr. Jones has served as a marketing professor and endowed chair at Mays Business School at Texas A&M University. From July 2015 through May 2021, Dr. Jones served as the Dean of the Mays Business School. Dr. Jones has served as a member of the board of directors of First Financial Bankshares, Inc. (Nasdaq: FFIN) since January 2022. He has also served on the board of trustees of the Invesco family of funds since 2016, and served on their Governance Committee from 2016 until 2021. Dr. Jones was also a director of the Company from 2004 through June 2016. Before joining the Mays Business School, from 2012, he was the Dean of the Sam M. Walton College of Business at the University of Arkansas and holder of the Sam M. Walton Leadership Chair in Business. Prior to joining the faculty at the University of Arkansas, he was Dean of the E.J. Ourso College of Business and Ourso Distinguished Professor of Business at Louisiana State University (LSU) from 2008 to 2012; and Professor of Marketing and Associate Dean at the C.T. Bauer College of Business at the University of Houston from 2007 to 2008, where he also was an Associate Professor of Marketing from 2002 to 2007; and an assistant professor from 1997 until 2002. He taught at Texas A&M University for several years before joining the faculty of the University of Houston. Dr. Jones served as the executive director of the Program for Excellence in Selling and the founding director of the Sales Excellence Institute at the University of Houston from 1997 to 2007. Before becoming a professor, he worked in sales and sales management for three Fortune 100 companies: Quaker Oats, Nabisco and Frito-Lay. Dr. Jones has also published three books and approximately 50 research articles in leading peer-reviewed academic journals in sales and sales management. He received his Bachelor of Science degree in Journalism in 1982, his MBA in 1986, and his Ph.D. in 1997, all from Texas A&M University. Dr. Jones brings to the Board significant experience and cutting-edge knowledge and expertise. He is considered a “sales scientist” in that he conducts and publishes cutting-edge research in sales, sales management, marketing strategy, leadership and customer relationship management based on data from organizations world-wide, which are areas critical to the Company. Dr. Jones is able to draw upon his research to provide the Board knowledge with respect to the Insperity sales force. Dr. Jones’ prior service as Dean of the Mays Business School at Texas A&M University; Dean of the E.J. Ourso College of Business and Ourso Distinguished Professor of Business at LSU, Dean of the Sam M. Walton College of Business at the University of Arkansas and holder of the Sam M. Walton Leadership Chair in Business, demonstrate his leadership and broad-based business acumen. |
| 2023-04-17 | Eli Jones • Independent Director • Director since: 2020 • Age: 61 • Committees: Compensation Committee Dr. Eli Jones rejoined the Company as a Class III director in December 2020. |
| 2024-04-11 | Eli Jones •Independent Director •Director since: 2020 •Age: 62 •Commonality, Equality, & Cohesion Board Liaison ...The table below summarizes the compensation paid by us to our non-employee directors during the fiscal year ended December 31, 2023. ...Eli Jones Fees earned or paid in cash includes a one-time special award of $115,000 in recognition of his extraordinary efforts in his capacity as an independent director in support of the Company’s CEC efforts, as well as the retainers for the board liaison position and for the period during which he served as a member of the Compensation Committee. |
| Filing Date | Source Excerpt |
|---|---|
| 2016-07-20 | Dr. Eli Jones - 1961 Trustee Professor and Dean, Mays Business School-Texas A&M University; Chair of the Compensation Committee and a member of the Nominating and Corporate Governance Committee; Member of the Governance Committee; Member of the Investments Committee; Member of the Valuation, Distribution and Proxy Oversight Committee |
| 2017-07-26 | Eli Jones - 1961 Trustee Professor and Dean, Mays Business SchoolTexas A&M University Formerly: Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; Director, Arvest Bank The Board believes that Dr. Jones' experience in academia and his experience in marketing benefits the Funds. |
| 2018-06-25 | Eli Jones - 1961 Trustee Professor and Dean, Mays Business School—Texas A&M University Formerly: Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; Director, Arvest Bank Member of the Governance Committee and Valuation, Distribution and Proxy Oversight Committee |
| 2019-07-05 | Dr. Eli Jones - 1961 Trustee Professor and Dean, Mays Business SchoolTexas A&M University Formerly: Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; Director, Arvest Bank Insperity, Inc. (formerly known as Administaff) (human resources provider) |
| 2021-06-22 | Eli Jones, Trustee, 1961, Professor and Dean, Mays Business School—Texas A&M University. Audit Committee members include Dr. Jones. Investments Committee members include Dr. Jones. Compensation from Annex B shows $396,978 total. |
| 2022-06-22 | Eli Jones - 1961 Trustee Professor and Dean Emeritus, Mays Business School at Texas A&M University Formerly: Dean, Mays Business School at Texas A&M University; Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; Director, Arvest Bank Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Other Trusteeships/Directorships Held by Trustee During Past 5 Years: Insperity, Inc. (formerly known as Administaff) (human resources provider); Member of Regional Board of Directors and Board of Directors, First Financial Bancorp (regional bank) Compensation: $403,989 |
| 2023-06-20 | Eli Jones - 1961 Trustee Professor and Dean Emeritus, Mays Business School at Texas A&M University Formerly: Dean of Mays Business School at Texas A&M University; Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; and Director, Arvest Bank The Board believes that Dr. Jones' experience in academia and his experience in marketing benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2016-07-20 | Dr. Eli Jones - 1961 Trustee Dean, Mays Business School-Texas A&M University; Chair of the Compensation Committee; Member of the Nominating and Corporate Governance Committee. |
| 2017-07-26 | Eli Jones - 1961 Trustee Professor and Dean, Mays Business SchoolTexas A&M University |
| 2018-06-25 | Eli Jones - 1961 Trustee Professor and Dean, Mays Business School—Texas A&M University Formerly: Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; Director, Arvest Bank The members of the Compliance Committee are Messrs. Arch (Chair), Stickel, Troccoli and Wilson, and Ms. Ressel (Vice Chair). The members of the Governance Committee are Messrs. Crockett and Fields (Chair), Mss. Hostetler and Stern and Drs. Jones and Mathai-Davis (Vice Chair). The members of the Valuation, Distribution and Proxy Oversight Committee are Messrs. Fields and Wilson, Ms. Stern and Drs. Jones (Vice Chair) and Mathai-Davis (Chair). |
| 2019-07-05 | Dr. Eli Jones - 1961 Trustee Dr. Eli Jones has been a member of the Board of Trustees of the Invesco Funds since 2016. Dr. Jones is the dean of the Mays Business School at Texas A&M University and holder of the Peggy Pitman Mays Eminent Scholar Chair in Business. Dr. Jones has served as a director of Insperity, Inc. since April 2004 and is chair of the Compensation Committee and a member of the Nominating and Corporate Governance Committee. Prior to his current position, from 2012-2015, Dr. Jones was the dean of the Sam M. Walton College of Business at the University of Arkansas and holder of the Sam M. Walton Leadership Chair in Business. Prior to joining the faculty at the University of Arkansas, he was dean of the E. J. Ourso College of Business and Ourso Distinguished Professor of Business at Louisiana State University from 2008 to 2012; professor of marketing and associate dean at the C.T. Bauer College of Business at the University of Houston from 2007 to 2008; an associate professor of marketing from 2002 to 2007; and an assistant professor from 1997 until 2002. He taught at Texas A&M University for several years before joining the faculty of the University of Houston. Dr. Jones served as the executive director of the Program for Excellence in Selling and the Sales Excellence Institute at the University of Houston from 1997 to 2007. Before becoming a professor, he worked in sales and sales management for three Fortune 100 companies: Quaker Oats, Nabisco, and Frito-Lay. Dr. Jones is a past director of Arvest Bank. The Board believes that Dr. Jones experience in academia and his experience in marketing benefits the Funds. 241 Insperity, Inc. (formerly known as Administaff) (human resources provider) |
| 2020-06-18 | Eli Jones - 1961 Trustee Professor and Dean, Mays Business School—Texas A&M University Formerly: Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; Director, Arvest Bank 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. The Valuation, Distribution and Proxy Oversight Committee is composed of Messrs. Fields, Motley, Vandivort and Wilson, Ms. Brown and Stern and Drs. Jones (Vice Chair) and Mathai-Davis (Chair). Compensation received by the Trustees of the Funds as of fiscal year ended February 29, 2020 is shown on Annex B. |
| 2021-06-22 | Dr. Eli Jones has been a member of the Board of Trustees of the Invesco Funds since 2016. The members of the Audit Committee are Messrs. LaCava (Chair), Troccoli, Vaughn (Vice Chair), Wilson, Dr. Jones, and Mss. Hostetler and Stern. The Governance Committee members include Dr. Jones. The Investments Committee members include Dr. Jones. |
| 2022-06-22 | Eli Jones - 1961 Trustee Professor and Dean Emeritus, Mays Business School at Texas A&M University Formerly: Dean, Mays Business School at Texas A&M University; Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; Director, Arvest Bank Number of Funds Overseen: 190 Other Trusteeships: Insperity, Inc.; Member of Regional Board of Directors and Board of Directors, First Financial Bancorp Compensation: $403,989 |
| 2023-06-20 | Eli Jones - 1961 Trustee Professor and Dean Emeritus, Mays Business School at Texas A&M University Formerly: Dean of Mays Business School at Texas A&M University; Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; and Director, Arvest Bank The Board believes that Dr. Jones' experience in academia and his experience in marketing benefits the Funds. |
| 2024-07-02 | Professor and Dean Emeritus, Mays Business School at Texas A&M University. |
| Filing Date | Source Excerpt |
|---|---|
| 2016-07-20 | Dr. Eli Jones - 1961 Trustee Professor and Dean, Mays Business School-Texas A&M University Formerly: Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University and Director, Arvest Bank |
| 2017-07-26 | Eli Jones - 1961 Trustee Professor and Dean, Mays Business SchoolTexas A&M University Member of the Governance Committee and Valuation, Distribution and Proxy Oversight Committee |
| 2018-06-25 | Eli Jones - 1961 Trustee Professor and Dean, Mays Business School—Texas A&M University Formerly: Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; Director, Arvest Bank Compensation: $24,140 Aggregate Compensation from the Funds for the fiscal year ended February 28, 2018. |
| 2019-07-05 | Eli Jones - 1961 - Trustee - Professor and Dean, Mays Business School, Texas A&M University. The Board believes that Dr. Jones' experience in academia and his experience in marketing benefits the Funds. |
| 2020-06-18 | Eli Jones - 1961 Trustee Professor and Dean, Mays Business SchoolTexas A&M University Formerly: Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; Director, Arvest Bank Insperity, Inc. (formerly known as Administaff) (human resources provider) Compensation received by the Trustees of the Funds as of fiscal year ended February 29, 2020 is shown on Annex B |
| 2021-06-22 | Dr. Eli Jones has been a member of the Board of Trustees of the Invesco Funds since 2016. The Audit Committee members include Dr. Jones. The Investments Committee members include Dr. Jones. |
| 2022-06-22 | Eli Jones - 1961 Trustee Professor and Dean Emeritus, Mays Business School at Texas A&M University Formerly: Dean, Mays Business School at Texas A&M University; Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; Director, Arvest Bank Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Other Trusteeships/Directorships Held by Trustee During Past 5 Years: Insperity, Inc. (formerly known as Administaff) (human resources provider); Member of Regional Board of Directors and Board of Directors, First Financial Bancorp (regional bank) Compensation: $403,989 |
| 2023-06-20 | Eli Jones - 1961 Trustee Professor and Dean Emeritus, Mays Business School at Texas A&M University Formerly: Dean of Mays Business School at Texas A&M University; Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; and Director, Arvest Bank The Board believes that Dr. Jones' experience in academia and his experience in marketing benefits the Funds. |
| 2024-07-02 | Dr. Jones’ experience in academia and his experience in marketing benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2016-07-20 | Dr. Eli Jones - 1961 Trustee Professor and Dean, Mays Business School-Texas A&M University; Director of Insperity, Inc.; Chair of the Compensation Committee and a member of the Nominating and Corporate Governance Committee. The Board believes that Dr. Jones' experience in academia and his experience in marketing benefits the Funds. |
| 2017-07-26 | Eli Jones - 1961 Trustee Professor and Dean, Mays Business SchoolTexas A&M University |
| 2018-06-25 | Dr. Eli Jones has been a member of the Board of Trustees of the Invesco Funds since 2016. ... The Governance Committee are Messrs. Crockett and Fields (Chair), Mss. Hostetler and Stern and Drs. Jones and Mathai-Davis (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. ... The members of the Valuation, Distribution and Proxy Oversight Committee are Messrs. Fields and Wilson, Ms. Stern and Drs. Jones (Vice Chair) and Mathai-Davis (Chair). |
| 2019-07-05 | Eli Jones - 1961 Trustee Professor and Dean, Mays Business SchoolTexas A&M University Formerly: Professor and Dean, Walton College of Business, University of Arkansas; Director, Arvest Bank; Director, Insperity, Inc. The Board believes that Dr. Jones experience in academia and his experience in marketing benefits the Funds. |
| 2020-06-18 | Eli Jones - 1961 Trustee Professor and Dean, Mays Business SchoolTexas A&M University Formerly: Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; Director, Arvest Bank Number of Funds in Invesco Fund Complex Overseen by Trustee: 202 Insperity, Inc. (formerly known as Administaff) (human resources provider) |
| 2021-06-22 | Eli Jones, Trustee, Independent Trustee, born 1961, Professor and Dean, Mays Business School, Texas A&M University, former director of Arvest Bank. |
| 2022-06-22 | Eli Jones - 1961 Trustee Professor and Dean Emeritus, Mays Business School at Texas A&M University Formerly: Dean, Mays Business School at Texas A&M University; Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; Director, Arvest Bank Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Insperity, Inc. (formerly known as Administaff) (human resources provider); Member of Regional Board of Directors and Board of Directors, First Financial Bancorp (regional bank) Compensation: $403,989 |
| 2023-06-20 | Eli Jones - 1961 Trustee Professor and Dean Emeritus, Mays Business School at Texas A&M University Formerly: Dean of Mays Business School at Texas A&M University; Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; and Director, Arvest Bank The Board believes that Dr. Jones' experience in academia and his experience in marketing benefits the Funds. |
| 2024-07-02 | Dr. Jones’ experience in academia and his experience in marketing benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2016-07-20 | Dr. Eli Jones - 1961 Trustee Dean, Mays Business School-Texas A&M University; Chair of the Compensation Committee and a member of the Nominating and Corporate Governance Committee of Insperity, Inc. |
| 2017-07-26 | Dr. Eli Jones has been a member of the Board of Trustees of the Invesco Funds since 2016. |
| 2018-06-25 | Dr. Eli Jones - 1961 Trustee Professor and Dean, Mays Business SchoolTexas A&M University Formerly: Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; Director, Arvest Bank Chair of the Compensation Committee and a member of the Nominating and Corporate Governance Committee Member of the Governance Committee (Vice Chair) and Valuation, Distribution and Proxy Oversight Committee (Vice Chair) |
| 2019-07-05 | Eli Jones - 1961 Trustee Professor and Dean, Mays Business School—Texas A&M University Formerly: Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; Director, Arvest Bank Dr. Jones served as the executive director of the Program for Excellence in Selling and the Sales Excellence Institute at the University of Houston from 1997 to 2007. The Board believes that Dr. Jones' experience in academia and his experience in marketing benefits the Funds. The Governance Committee is comprised of Messrs. Crockett, Fields (Chair), LaCava and Wilson, Ms. Stern and Drs. Jones and Mathai-Davis (Vice Chair). The Governance Committee held eight meetings during the fiscal year ended February 28, 2019. |
| 2020-06-18 | Eli Jones - 1961 Trustee Professor and Dean, Mays Business SchoolTexas A&M University Formerly: Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; Director, Arvest Bank 202 Insperity, Inc. (formerly known as Administaff) (human resources provider) Compensation: $391,836 |
| 2021-06-22 | Dr. Eli Jones has been a member of the Board of Trustees of the Invesco Funds since 2016. Dr. Jones is the dean of the Mays Business School at Texas A&M University. The Audit Committee members include Messrs. LaCava (Chair), Troccoli, Vaughn (Vice Chair), Wilson, Dr. Jones, and Mss. Hostetler and Stern. The Governance Committee members include Messrs. Fields (Chair), LaCava, Vandivort and Wilson, Ms. Stern (Vice Chair and Chair Designate) and Drs. Jones and Mathai-Davis. The Investments Committee members include Messrs. Fields, Flanagan, LaCava, Motley, Troccoli, Vandivort (Vice Chair), Vaughn and Wilson, Mss. Brown, Hostetler (Chair), Krentzman, Ressel (Vice Chair) and Stern (Vice Chair) and Drs. Jones and Mathai-Davis. |
| 2022-06-22 | Eli Jones - 1961 Trustee Professor and Dean Emeritus, Mays Business School at Texas A&M University Formerly: Dean, Mays Business School at Texas A&M University; Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; Director, Arvest Bank Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Other Trusteeships/Directorships Held by Trustee During Past 5 Years: Insperity, Inc. (formerly known as Administaff) (human resources provider); Member of Regional Board of Directors and Board of Directors, First Financial Bancorp (regional bank) Compensation: $403,989 |
| 2023-06-20 | Eli Jones - 1961 Trustee Professor and Dean Emeritus, Mays Business School at Texas A&M University Formerly: Dean of Mays Business School at Texas A&M University; Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; and Director, Arvest Bank The Board believes that Dr. Jones' experience in academia and his experience in marketing benefits the Funds. |
| 2024-07-02 | Dr. Jones’ experience in academia and his experience in marketing benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2016-07-20 | Dr. Eli Jones has been a member of the Board of Trustees of the Invesco Funds since 2016. Dr. Jones is the dean of the Mays Business School at Texas A&M University and holder of the Peggy Pitman Mays Eminent Scholar Chair in Business. Dr. Jones has served as a director of Insperity, Inc. since April 2004 and is chair of the Compensation Committee and a member of the Nominating and Corporate Governance Committee. Prior to his current position, from 2012-2015, Dr. Jones was the dean of the Sam M. Walton College of Business at the University of Arkansas and holder of the Sam M. Walton Leadership Chair in Business. Prior to joining the faculty at the University of Arkansas, he was dean of the E. J. Ourso College of Business and Ourso Distinguished Professor of Business at Louisiana State University from 2008 to 2012; professor of marketing and associate dean at the C.T. Bauer College of Business at the University of Houston from 2007 to 2008; an associate professor of marketing from 2002 to 2007; and an assistant professor from 1997 until 2002. He taught at Texas A&M University for several years before joining the faculty of the University of Houston. Dr. Jones served as the executive director of the Program for Excellence in Selling and the Sales Excellence Institute at the University of Houston from 1997 to 2007. Before becoming a professor, he worked in sales and sales management for three Fortune 100 companies: Quaker Oats, Nabisco, and Frito-Lay. Dr. Jones is a past director of Arvest Bank. The Board believes that Dr. Jones' experience in academia and his experience in marketing benefits the Funds. Compensation received by the Trustees of the Funds as of fiscal year ended February 29, 2016 is shown on Annex B. |
| 2017-07-26 | Dr. Eli Jones has been a member of the Board of Trustees of the Invesco Funds since 2016. |
| 2018-06-25 | Dr. Eli Jones - 1961 Trustee Professor and Dean, Mays Business School—Texas A&M University Formerly: Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; Director, Arvest Bank The Board believes that Dr. Jones' experience in academia and his experience in marketing benefits the Funds. The members of the Governance Committee are Messrs. Crockett and Fields (Chair), Mss. Hostetler and Stern and Drs. Jones and Mathai-Davis (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 and Mathai-Davis. The members of the Valuation, Distribution and Proxy Oversight Committee are Messrs. Fields and Wilson, Ms. Stern and Drs. Jones (Vice Chair) and Mathai-Davis (Chair). |
| 2019-07-05 | Eli Jones - 1961 Trustee Professor and Dean, Mays Business School—Texas A&M University Formerly: Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; Director, Arvest Bank The Governance Committee is composed of Messrs. Crockett, Fields (Chair), LaCava and Wilson, Ms. Stern and Drs. Jones and Mathai-Davis (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. The Valuation, Distribution and Proxy Oversight Committee is composed of Messrs. Fields and Wilson, Ms. Stern and Drs. Jones (Vice Chair) and Mathai-Davis (Chair). |
| 2020-06-18 | Eli Jones - 1961 Trustee Professor and Dean, Mays Business SchoolTexas A&M University 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. The Valuation, Distribution and Proxy Oversight Committee members are Messrs. Fields, Motley, Vandivort and Wilson, Ms. Brown and Stern and Drs. Jones (Vice Chair) and Mathai-Davis (Chair). |
| 2021-06-22 | Dr. Eli Jones has been a member of the Board of Trustees of the Invesco Funds since 2016. The members of the Audit Committee are Messrs. LaCava (Chair), Troccoli, Vaughn (Vice Chair), Wilson, Dr. Jones, and Mss. Hostetler and Stern. |
| 2022-06-22 | Eli Jones - 1961 Trustee Professor and Dean Emeritus, Mays Business School at Texas A&M University Formerly: Dean, Mays Business School at Texas A&M University; Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; Director, Arvest Bank Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Other Trusteeships/Directorships Held by Trustee During Past 5 Years: Insperity, Inc. (formerly known as Administaff) (human resources provider); Member of Regional Board of Directors and Board of Directors, First Financial Bancorp (regional bank) Compensation: 403,989 |
| 2023-06-20 | Eli Jones - 1961 Trustee Professor and Dean Emeritus, Mays Business School at Texas A&M University Formerly: Dean of Mays Business School at Texas A&M University; Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; and Director, Arvest Bank |
| 2024-07-02 | Dr. Jones’ experience in academia and his experience in marketing benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2016-07-20 | Dr. Eli Jones - 1961 Trustee Professor and Dean, Mays Business School-Texas A&M University; Director of Insperity, Inc.; Chair of the Compensation Committee and member of the Nominating and Corporate Governance Committee. |
| 2017-07-26 | Eli Jones - 1961, Trustee, Professor and Dean, Mays Business School, Texas A&M University; Director, Arvest Bank; Chair of the Compensation Committee and member of the Nominating and Corporate Governance Committee at Insperity, Inc. |
| 2018-06-25 | Eli Jones - 1961 Trustee Professor and Dean, Mays Business School—Texas A&M University Formerly: Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; Director, Arvest Bank The Governance Committee is composed of Messrs. Crockett and Fields (Chair), Mss. Hostetler and Stern and Drs. Jones and Mathai-Davis (Vice Chair). The Investments Committee is composed of 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. The Valuation, Distribution and Proxy Oversight Committee is composed of Messrs. Fields and Wilson, Ms. Stern and Drs. Jones (Vice Chair) and Mathai-Davis (Chair). The Board believes that Dr. Jones' experience in academia and his experience in marketing benefits the Funds. Compensation of Trustees: Eli Jones received $24,140 in aggregate compensation from the Funds for the fiscal year ended February 28, 2018. |
| 2019-07-05 | Dr. Eli Jones - 1961 Trustee Dr. Eli Jones has been a member of the Board of Trustees of the Invesco Funds since 2016. Dr. Jones is the dean of the Mays Business School at Texas A&M University and holder of the Peggy Pitman Mays Eminent Scholar Chair in Business. Dr. Jones has served as a director of Insperity, Inc. since April 2004 and is chair of the Compensation Committee and a member of the Nominating and Corporate Governance Committee. Prior to his current position, from 2012-2015, Dr. Jones was the dean of the Sam M. Walton College of Business at the University of Arkansas and holder of the Sam M. Walton Leadership Chair in Business. Prior to joining the faculty at the University of Arkansas, he was dean of the E. J. Ourso College of Business and Ourso Distinguished Professor of Business at Louisiana State University from 2008 to 2012; professor of marketing and associate dean at the C.T. Bauer College of Business at the University of Houston from 2007 to 2008; an associate professor of marketing from 2002 to 2007; and an assistant professor from 1997 until 2002. He taught at Texas A&M University for several years before joining the faculty of the University of Houston. Dr. Jones served as the executive director of the Program for Excellence in Selling and the Sales Excellence Institute at the University of Houston from 1997 to 2007. Before becoming a professor, he worked in sales and sales management for three Fortune 100 companies: Quaker Oats, Nabisco, and Frito-Lay. Dr. Jones is a past director of Arvest Bank. The Board believes that Dr. Jones' experience in academia and his experience in marketing benefits the Funds. |
| 2020-06-18 | Eli Jones - 1961 Trustee Professor and Dean, Mays Business SchoolTexas A&M University Formerly: Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; Director, Arvest Bank Number of Funds in Invesco Fund Complex Overseen by Trustee: 202 Insperity, Inc. (formerly known as Administaff) (human resources provider) |
| 2021-06-22 | Eli Jones, Trustee, Independent Trustee, born 1961, Professor and Dean, Mays Business School, Texas A&M University. Trustee since 2016. Member of Audit Committee. Compensation: $396,978. |
| 2022-06-22 | Eli Jones - 1961 Trustee Professor and Dean Emeritus, Mays Business School at Texas A&M University Formerly: Dean, Mays Business School at Texas A&M University; Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; Director, Arvest Bank Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Other Trusteeships/Directorships Held by Trustee During Past 5 Years: Insperity, Inc. (formerly known as Administaff) (human resources provider); Member of Regional Board of Directors and Board of Directors, First Financial Bancorp (regional bank) Compensation: $403,989 |
| 2023-06-20 | Eli Jones - 1961 Trustee Professor and Dean Emeritus, Mays Business School at Texas A&M University Formerly: Dean of Mays Business School at Texas A&M University; Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; and Director, Arvest Bank The Board believes that Dr. Jones' experience in academia and his experience in marketing benefits the Funds. |
| 2024-07-02 | Dr. Jones’ experience in academia and his experience in marketing benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2016-07-20 | Eli Jones - 1961 Trustee Dean, Mays Business School-Texas A&M University; Chair of Compensation Committee; Member of Nominating and Corporate Governance Committee. |
| 2017-07-26 | Dr. Eli Jones has been a member of the Board of Trustees of the Invesco Funds since 2016. |
| 2018-06-25 | Eli Jones - 1961 Trustee Professor and Dean, Mays Business School—Texas A&M University Formerly: Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; Director, Arvest Bank The Governance Committee members are Messrs. Crockett and Fields (Chair), Mss. Hostetler and Stern and Drs. Jones and Mathai-Davis (Vice Chair). The Valuation, Distribution and Proxy Oversight Committee members are Messrs. Fields and Wilson, Ms. Stern and Drs. Jones (Vice Chair) and Mathai-Davis (Chair). |
| 2019-07-05 | Eli Jones - 1961 Trustee Professor and Dean, Mays Business School - Texas A&M University Formerly: Professor and Dean, Walton College of Business, University of Arkansas; Director of Insperity, Inc. The Board believes Dr. Jones' experience in academia and his experience in marketing benefits the Funds. Compliance Committee members: Arch (Chair), Stickel, Troccoli, Hostetler, Ressel. Investments Committee members: Arch, Crockett (Chair), Fields, Flanagan, LaCava, Stickel, Taylor, Troccoli, Wilson (Vice Chair), Hostetler (Vice Chair), Ressel, Stern (Vice Chair), Jones, Mathai-Davis. Valuation, Distribution and Proxy Oversight Committee members: Fields, Wilson, Stern, Jones (Vice Chair), Mathai-Davis (Chair). |
| 2020-06-18 | Eli Jones - 1961 Trustee Professor and Dean, Mays Business School—Texas A&M University Formerly: Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; Director, Arvest Bank 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. The Valuation, Distribution and Proxy Oversight Committee is composed of Messrs. Fields, Motley, Vandivort and Wilson, Ms. Brown and Stern and Drs. Jones (Vice Chair) and Mathai-Davis (Chair). Compensation received by the Trustees of the Funds as of fiscal year ended February 29, 2020 is shown on Annex B. |
| 2021-06-22 | Dr. Eli Jones has been a member of the Board of Trustees of the Invesco Funds since 2016. The Audit Committee members include Dr. Jones. The Investments Committee members include Dr. Jones. |
| 2022-06-22 | Eli Jones - 1961 Trustee Professor and Dean Emeritus, Mays Business School at Texas A&M University Formerly: Dean, Mays Business School at Texas A&M University; Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; Director, Arvest Bank Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Other Trusteeships/Directorships Held by Trustee During Past 5 Years: Insperity, Inc. (formerly known as Administaff) (human resources provider); Member of Regional Board of Directors and Board of Directors, First Financial Bancorp (regional bank) Compensation: $403,989 |
| 2023-06-20 | Eli Jones - 1961 Trustee Professor and Dean Emeritus, Mays Business School at Texas A&M University Formerly: Dean of Mays Business School at Texas A&M University; Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; and Director, Arvest Bank The Board believes that Dr. Jones' experience in academia and his experience in marketing benefits the Funds. |
| 2024-07-02 | The Board believes that Dr. Jones’ experience in academia and his experience in marketing benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2016-07-20 | Dr. Eli Jones has been a member of the Board of Trustees of the Invesco Funds since 2016. Dr. Jones is the dean of the Mays Business School at Texas A&M University and holder of the Peggy Pitman Mays Eminent Scholar Chair in Business. The Board believes that Dr. Jones' experience in academia and his experience in marketing benefits the Funds. |
| 2017-07-26 | Eli Jones - 1961 Trustee Professor and Dean, Mays Business SchoolTexas A&M University The Board believes that Dr. Jones' experience in academia and his experience in marketing benefits the Funds. |
| 2018-06-25 | Eli Jones - 1961 Trustee Professor and Dean, Mays Business SchoolTexas A&M University |
| 2019-07-05 | Eli Jones - 1961 Trustee Professor and Dean, Mays Business School—Texas A&M University Formerly: Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; Director, Arvest Bank The Board believes that Dr. Jones' experience in academia and his experience in marketing benefits the Funds. |
| 2021-06-22 | Eli Jones, Trustee, Independent Trustee, born 1961, Professor and Dean, Mays Business School; Member of Audit Committee; Member of Governance Committee; Member of Investments Committee. |
| 2022-06-22 | Eli Jones - 1961 Trustee Professor and Dean Emeritus, Mays Business School at Texas A&M University Formerly: Dean, Mays Business School at Texas A&M University; Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; Director, Arvest Bank Insperity, Inc.; Member of Regional Board of Directors and Board of Directors, First Financial Bancorp Compensation: $403,989 |
| 2023-06-20 | Eli Jones - 1961 Trustee Professor and Dean Emeritus, Mays Business School at Texas A&M University Formerly: Dean of Mays Business School at Texas A&M University; Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; and Director, Arvest Bank |
| 2024-07-02 | The Board believes that Dr. Jones’ experience in academia and his experience in marketing benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2016-07-20 | Dr. Eli Jones - 1961 Trustee Dean of the Mays Business School at Texas A&M University. Member of the Governance Committee, Investments Committee, and Valuation, Distribution and Proxy Oversight Committee. |
| 2017-07-26 | Eli Jones - 1961 Trustee Professor and Dean, Mays Business SchoolTexas A&M University Formerly: Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University |
| 2018-06-25 | Eli Jones - 1961 Trustee Professor and Dean, Mays Business SchoolTexas A&M University Formerly: Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; Director, Arvest Bank |
| 2019-07-05 | Eli Jones - 1961 Trustee Professor and Dean, Mays Business School - Texas A&M University Formerly: Professor and Dean, Walton College of Business, University of Arkansas; Director, Arvest Bank The Governance Committee members include Messrs. Crockett, Fields (Chair), LaCava and Wilson, Ms. Stern and Drs. Jones and Mathai-Davis. 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. The Valuation, Distribution and Proxy Oversight Committee members include Messrs. Fields and Wilson, Ms. Stern and Drs. Jones (Vice Chair) and Mathai-Davis (Chair). |
| 2020-06-18 | Eli Jones - 1961 Trustee Professor and Dean, Mays Business SchoolTexas A&M University Formerly: Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; Director, Arvest Bank |
| 2021-06-22 | Eli Jones, Trustee, 1961, Professor and Dean, Mays Business SchoolTexas A&M University. Members of the Audit Committee include Dr. Jones. Governance Committee members include Drs. Jones and Mathai-Davis. Investments Committee members include Dr. Jones. |
| 2022-06-22 | Eli Jones - 1961 Trustee Professor and Dean Emeritus, Mays Business School at Texas A&M University Formerly: Dean, Mays Business School at Texas A&M University; Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; Director, Arvest Bank Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Insperity, Inc. (formerly known as Administaff) (human resources provider); Member of Regional Board of Directors and Board of Directors, First Financial Bancorp (regional bank) Compensation: $403,989 |
| 2023-06-20 | Eli Jones - 1961 Trustee Professor and Dean Emeritus, Mays Business School at Texas A&M University Formerly: Dean of Mays Business School at Texas A&M University; Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; and Director, Arvest Bank The Board believes that Dr. Jones' experience in academia and his experience in marketing benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2016-07-20 | Dr. Eli Jones - 1961 Trustee Dean of Mays Business School, Texas A&M University; Chair of the Compensation Committee and member of the Nominating and Corporate Governance Committee. |
| 2017-07-26 | Eli Jones - 1961 Trustee Professor and Dean, Mays Business SchoolTexas A&M University |
| 2018-06-25 | Eli Jones - 1961 Trustee Professor and Dean, Mays Business School—Texas A&M University Formerly: Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; Director, Arvest Bank |
| 2019-07-05 | Dr. Eli Jones - 1961 Trustee Professor and Dean, Mays Business SchoolTexas A&M University Formerly: Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; Director, Arvest Bank 241 Insperity, Inc. (formerly known as Administaff) (human resources provider) |
| 2020-06-18 | Dr. Eli Jones has been a member of the Board of Trustees of the Invesco Funds since 2016. The Governance Committee members are Messrs. Crockett, Fields (Chair), LaCava, Vandivort and Wilson, Ms. Stern (Vice Chair) and Drs. Jones and Mathai-Davis. 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. The members of the Valuation, Distribution and Proxy Oversight Committee are Messrs. Fields, Motley, Vandivort and Wilson, Ms. Brown and Stern and Drs. Jones (Vice Chair) and Mathai-Davis (Chair). |
| 2021-06-22 | Eli Jones, Trustee, 1961, Professor and Dean, Mays Business SchoolTexas A&M University. The Audit Committee members are Messrs. LaCava (Chair), Troccoli, Vaughn (Vice Chair), Wilson, Dr. Jones, and Mss. Hostetler and Stern. The Governance Committee members are Messrs. Fields (Chair), LaCava, Vandivort and Wilson, Ms. Stern (Vice Chair and Chair Designate) and Drs. Jones and Mathai-Davis. The Investments Committee members are Messrs. Fields, Flanagan, LaCava, Motley, Troccoli, Vandivort (Vice Chair), Vaughn and Wilson, Mss. Brown, Hostetler (Chair), Krentzman, Ressel (Vice Chair) and Stern (Vice Chair) and Drs. Jones and Mathai-Davis. |
| 2022-06-22 | Eli Jones - 1961 Trustee Professor and Dean Emeritus, Mays Business School at Texas A&M University Formerly: Dean, Mays Business School at Texas A&M University; Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; Director, Arvest Bank Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Other Trusteeships/Directorships Held by Trustee During Past 5 Years: Insperity, Inc. (formerly known as Administaff) (human resources provider); Member of Regional Board of Directors and Board of Directors, First Financial Bancorp (regional bank) Compensation: $403,989 |
| 2023-06-20 | Eli Jones - 1961 Trustee Professor and Dean Emeritus, Mays Business School at Texas A&M University Formerly: Dean of Mays Business School at Texas A&M University; Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; and Director, Arvest Bank The Board believes that Dr. Jones' experience in academia and his experience in marketing benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2016-07-20 | Dr. Eli Jones - 1961 Trustee Professor and Dean, Mays Business School-Texas A&M University; Director of Insperity, Inc.; Chair of the Compensation Committee and a member of the Nominating and Corporate Governance Committee |
| 2017-07-26 | Eli Jones - 1961 Trustee Professor and Dean, Mays Business SchoolTexas A&M University Formerly: Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; Director, Arvest Bank The Board believes that Dr. Jones' experience in academia and his experience in marketing benefits the Funds. |
| 2018-06-25 | Eli Jones - 1961 Trustee Professor and Dean, Mays Business School—Texas A&M University Formerly: Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; Director, Arvest Bank The Board believes that Dr. Jones' experience in academia and his experience in marketing benefits the Funds. The members of the Compliance Committee are Messrs. Arch (Chair), Stickel, Troccoli and Wilson, and Ms. Ressel (Vice Chair). The members of the Governance Committee are Messrs. Crockett and Fields (Chair), Mss. Hostetler and Stern and Drs. Jones and Mathai-Davis (Vice Chair). The members of the Valuation, Distribution and Proxy Oversight Committee are Messrs. Fields and Wilson, Ms. Stern and Drs. Jones (Vice Chair) and Mathai-Davis (Chair). |
| 2019-07-05 | Eli Jones - 1961 Trustee Professor and Dean, Mays Business SchoolTexas A&M University Formerly: Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; Director, Arvest Bank 241 Insperity, Inc. (formerly known as Administaff) (human resources provider) 381,678 |
| 2020-06-18 | Eli Jones - 1961 Trustee Professor and Dean, Mays Business SchoolTexas A&M University Formerly: Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; Director, Arvest Bank Number of Funds in Invesco Fund Complex Overseen by Trustee: 202 Insperity, Inc. (formerly known as Administaff) (human resources provider) Compensation: $391,836 |
| 2021-06-22 | Eli Jones, Trustee, 1961, Professor and Dean, Mays Business SchoolTexas A&M University. The Audit Committee members include Dr. Jones. The Investments Committee members include Dr. Jones. The Governance Committee members include Dr. Jones. Compensation from Annex B shows Eli Jones received $19,116 from the Funds and total compensation of $396,978 from the Invesco Fund Complex. |
| 2022-06-22 | Eli Jones - 1961 Trustee Professor and Dean Emeritus, Mays Business School at Texas A&M University; Board member of Insperity, Inc. and First Financial Bancorp; Member of Audit Committee and Investments Committee; Compensation $403,989 |
| 2023-06-20 | Eli Jones - 1961 Trustee Professor and Dean Emeritus, Mays Business School at Texas A&M University Formerly: Dean of Mays Business School at Texas A&M University; Professor and Dean, Walton College of Business, University of Arkansas and E.J. Ourso College of Business, Louisiana State University; and Director, Arvest Bank The Board believes that Dr. Jones' experience in academia and his experience in marketing benefits the Funds. |
| 2024-07-02 | Dr. Jones’ experience in academia and his experience in marketing benefits the Funds. |
Data sourced from SEC filings. Last updated: 2026-02-03