Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2004-04-23 | Mr. Putnam is President of New Generation Research, Inc. (a publisher of financial advisory and other research services), and of New Generation Advisers, Inc. (a registered investment advisor to private funds). Mr. Putnam founded the New Generation companies in 1986. Mr. Putnam is a Director of The Boston Family Office, LLC (a registered investment advisor). He is a Trustee of St. Mark's School, Shore Country Day School, and until 2002 was a Trustee of the Sea Education Association. Mr. Putnam previously worked as an attorney with the law firm of Dechert Price & Rhoads in Philadelphia. He is a graduate of Harvard College, Harvard Business School, and Harvard Law School. The Communication, Service and Marketing Committee currently consists of Messrs. Putnam (Chairperson), Smith, Stephens and Thorndike and Dr. Joskow. The Executive Committee currently consists of Messrs. Hill (Chairman), Jackson, Dr. Joskow, Putnam, Thorndike and Ms. Baxter. Investment Committee C currently consists of Messrs. Mullin (Chairperson), Putnam and Dr. Kennan. The Trustees periodically review their fees to assure that such fees continue to be appropriate in light of their responsibilities as well as in relation to fees paid to trustees of other mutual fund complexes. The following table shows the fees paid to each Trustee by your fund for its most recent fiscal year and the fees paid to each Trustee by all of the Putnam funds during the 2003 calendar year: George Putnam, III/ 1984 (7) $845 $98 $125,000 $260,500 |
| 2005-06-10 | George Putnam, III* (8/10/51), Trustee since 1984 and President since 2000 Mr. Putnam is President of New Generation Research, Inc. (a publisher of financial advisory and other research services), and of New Generation Advisers, Inc. (a registered investment adviser to private funds). Mr. Putnam founded the New Generation companies in 1986. The Communication, Service and Marketing Committee currently consists of Messrs. Putnam (Chairperson) and Stephens and Dr. Joskow. The Executive Committee currently consists of Messrs. Hill (Chairman), Jackson, and Putnam, Dr. Joskow and Ms. Baxter. PUTNAM HIGH INCOME BOND FUND COMPENSATION TABLE George Putnam, III/1984 $1,062 aggregate compensation from the fund, total compensation from all Putnam funds $262,500. |
| 2006-05-12 | George Putnam, III (Born 1951) Trustee since 1984 and President since 2000. Mr. Putnam is Chairman of New Generation Research, Inc. Compensation Table shows $262,750 total annual compensation from all Putnam funds. |
| 2006-11-22 | Mr. Putnam is Chairman of New Generation Research, Inc. (a publisher of financial advisory and other research services), and President of New Generation Advisers, Inc. (a registered investment advisor to private funds). Mr. Putnam founded the New Generation companies in 1986. Mr. Putnam is a Director of The Boston Family Office, LLC (a registered investment adviser). He is a Trustee of St. Marks School and Shore Country Day School, and until 2002 was a Trustee of the Sea Education Association. Mr. Putnam previously worked as an attorney with the law firm of Dechert LLP (formerly known as Dechert Price & Rhoads) in Philadelphia. He is a graduate of Harvard College, Harvard Business School, and Harvard Law School. Trustee since 1984 and President since 2000. Committees: Brokerage Committee, Distributions Committee, Executive Committee, Investment Oversight Committee C, Shareholder Communications and Relations Committee. Compensation: $262,750. |
| 2007-03-14 | George Putnam, III, President |
| 2008-01-02 | Mr. Putnam is Chairman of New Generation Research, Inc. (a publisher of financial advisory and other research services), and President of New Generation Advisers, Inc. (a registered investment advisor to private funds). The Board Policy and Nominating Committee currently consists of Dr. Kennan (Chairperson), Ms. Baxter and Messrs. Hill, Patterson and Putnam. The Brokerage Committee currently consists of Drs. Joskow (Chairperson) and Kennan, Ms. Baxter and Messrs. Curtis, Putnam and Worley. The Communications, Service and Marketing Committee currently consists of Messrs. Putnam (Chairperson), Curtis, Patterson and Stephens and Drs. Joskow and Kennan. Mr. Putnam received $320,000 in total annual compensation from all Putnam funds. |
| 2008-12-23 | George Putnam, III (Born 1951) Trustee since 1984 Mr. Putnam is Chairman of New Generation Research, Inc. ... The Board Policy and Nominating Committee currently consists of Dr. Kennan (Chairperson), Ms. Baxter and Messrs. Hill, Patterson and Putnam. ... The Committee currently consists of Drs. Joskow (Chairperson) and Kennan, Ms. Baxter and Messrs. Curtis, Putnam and Worley. ... The Committee currently consists of Ms. Baxter (Chairperson), Drs. Joskow and Kennan and Messrs. Curtis, Putnam and Worley. ... Investment Oversight Committee D currently consists of Ms. Drucker (Chairperson), Mr. Putnam and Dr. Kennan. |
| 2010-01-04 | Mr. Putnam (Born 1951) Trustee since 1984. Mr. Putnam is Chairman of New Generation Research, Inc. Compensation: $3,510 for Putnam Premier Income Trust fiscal year ended July 31, 2009. |
| 2011-01-06 | George Putnam, III (Born 1951) Trustee since 1984. Mr. Putnam is Chairman of New Generation Research, Inc. Compensation from all Putnam funds: $295,000. |
| 2012-01-06 | Mr. Putnam is a member of the Board Policy and Nominating Committee, Contract Committee, Brokerage Committee, and Investment Oversight Committee B. Mr. Putnam received $289,500 total annual compensation from all Putnam funds. |
| 2012-11-30 | George Putnam, III (Born 1951) Trustee since 1984 Mr. Putnam is Chairman of New Generation Research, Inc. and President of New Generation Advisors, LLC. Mr. Putnam founded the New Generation companies in 1986. He is a Director of The Boston Family Office, LLC. He is a Trustee of Epiphany School and a Trustee of the Marine Biological Laboratory. |
| 2013-12-20 | George Putnam, III (Born 1951) Trustee since 1984 Mr. Putnam is Chairman of New Generation Research, Inc. (a publisher of financial advisory and other research services), and President of New Generation Advisors, LLC (a registered investment adviser to private funds). Mr. Putnam founded the New Generation companies in 1986. Mr. Putnam is a Director of The Boston Family Office, LLC (a registered investment adviser). He is a Trustee of Epiphany School and a Trustee of the Marine Biological Laboratory in Woods Hole, Massachusetts. Prior to June 2007, Mr. Putnam was President of the Putnam funds. Until 2010, he was a Trustee of St. Mark’s School, until 2006, he was a Trustee of Shore Country Day School, and until 2002, he was a Trustee of the Sea Education Association. Mr. Putnam previously worked as an attorney with the law firm of Dechert LLP (formerly known as Dechert Price & Rhoads) in Philadelphia. He is a graduate of Harvard College, Harvard Business School, and Harvard Law School. |
| 2014-03-25 | George Putnam, III (Born 1951) Trustee since 1984 Mr. Putnam is Chairman of New Generation Research, Inc. (a publisher of financial advisory and other research services), and President of New Generation Advisors, LLC (a registered investment adviser to private funds). ... The Board Policy and Nominating Committee currently consists of Messrs. Hill (Chairperson), Curtis, Patterson and Putnam and Ms. Baxter. ... The Distributions Committee currently consists of Ms. Baumann (Chairperson), Ms. Domotorffy and Messrs. Curtis, Darretta, Hill and Leibler. ... Investment Oversight Committee A currently consists of Messrs. Putnam (Chairperson), Ahamed, Curtis, Leibler and Stephens, Dr. Joskow, and Ms. Baumann. ... The Executive Committee currently consists of Ms. Baxter (Chairperson) and Messrs. Hill, Leibler, Patterson and Putnam. ... Estimated annual benefits from all Putnam funds/Year George Putnam, III/1984 N/A Total compensation from all Putnam funds ($)(2) $285,000 |
| 2015-02-24 | Mr. Putnam is Chairman of New Generation Research, Inc... Trustee since 1984... Estimated annual benefits from all Putnam funds: $130,300, Total compensation from all Putnam funds: $285,000. |
| 2015-02-24 | Mr. Putnam is Chairman of New Generation Research, Inc... Trustee since 1984... Compensation $285,000. |
| 2016-03-03 | George Putnam, III (Born 1951) Trustee since 1984 Mr. Putnam is Chairman of New Generation Research, Inc... Estimated annual benefits from all Putnam funds/Year $130,333 Total compensation from all Putnam funds ($) $312,500 |
| 2017-03-22 | George Putnam, III (Born 1951) Trustee since 1984... Mr. Putnam is Chairman of New Generation Research, Inc... Independent Trustee... Compensation from all Putnam funds $340,000. |
| 2018-03-01 | George Putnam, III (Born 1951), Trustee since 1984. Mr. Putnam is Chairperson of the Contract Committee. Compensation from all Putnam funds: $340,000. |
| Filing Date | Source Excerpt |
|---|---|
| 2001-08-14 | Mr. Putnam, born August 10, 1951, is the President of your Fund and each of the other Putnam Funds. He is also President of New Generation Research, Inc., a publisher of financial advisory and other research services relating to bankrupt and distressed companies, and New Generation Advisers, Inc., a registered investment advisor which provides advice to private funds specializing in investments in such companies. ... Mr. Putnam is a graduate of Harvard College, Harvard Business School and Harvard Law School. |
| 2002-07-30 | Mr. Putnam is the President of New Generation Research, Inc., a publisher of financial advisory and other research services relating to bankrupt and distressed companies, and of New Generation Advisers, Inc., a registered investment adviser that provides advice to private funds specializing in investments in such companies. He founded New Generation in 1985. |
| 2003-08-04 | Mr. Putnam is the President of New Generation Research, Inc. (a publisher of financial advisory and other research services relating to bankrupt and distressed companies), and of New Generation Advisers, Inc. (a registered investment adviser that provides advice to private funds specializing in investments in such companies). He founded New Generation in 1985. Mr. Putnam is also a Director of The Boston Family Office, L.L.C. (a registered investment advisor), and a Trustee of St. Mark's School and Shore Country Day School. The Communication, Service and Marketing Committee currently consists of Messrs. Putnam (Chairperson), Smith, Stephens, Thorndike and Dr. Joskow. The Executive Committee currently consists of Messrs. Hill (Chairman), Jackson, Dr. Joskow, Putnam, Thorndike and Ms. Baxter. Investment Oversight Committee B currently consists of Dr. Joskow (Chairperson), Ms. Baxter and Mr. Putnam. The Trustees receive fees for their services. The following table shows the fees paid to each Trustee by your fund for its most recent fiscal year and the fees paid to each Trustee by all of the Putnam funds during calendar year 2002: George Putnam, III/1984(6) $612 |
| 2005-09-12 | Mr. Putnam is President of New Generation Research, Inc. and President since 2000. Compensation: $262,500. |
| 2006-05-12 | George Putnam, III (Born 1951) Trustee since 1984 and President since 2000 ... Mr. Putnam is Chairman of New Generation Research, Inc. ... The Brokerage Committee currently consists of Dr. Joskow (Chairperson), Ms. Drucker and Messrs. Putnam, III, and Worley ... The Distributions Committee currently consists of Messrs. Putnam, III, (Chairperson) and Worley, Ms. Drucker and Dr. Joskow ... Investment Oversight Committee C currently consists of Messrs. Mullin (Chairperson), Putnam, III, and Patterson ... The Shareholder Communications and Relations Committee currently consists of Messrs. Worley (Chairperson) and Putnam, III, Ms. Drucker and Dr. Joskow ... Putnam High Income Securities Fund Compensation Table ... Mr. Putnam ... $262,750. |
| 2007-03-14 | George Putnam, III, President |
| 2007-09-26 | George Putnam, III (Born 1951) Trustee since 1984 Mr. Putnam is Chairman of New Generation Research, Inc. (a publisher of financial advisory and other research services), and President of New Generation Advisers, Inc. (a registered investment advisor to private funds). Both firms he founded in 1986. Compensation Table: Putnam Managed Municipal Income Trust Compensation Table Fiscal year ended October 31, 2006 George Putnam, III/1984 $2,003 retirement benefits $466 estimated annual compensation $130,300 total compensation from all Putnam funds $320,000 |
| 2007-09-28 | Mr. Putnam is Chairman of New Generation Research, Inc. (a publisher of financial advisory and other research services), and President of New Generation Advisers, Inc. (a registered investment advisor to private funds). Both firms he founded in 1986. Prior to June 2007, Mr. Putnam was President of the Putnam Funds. |
| 2008-04-10 | Mr. Putnam is Chairman of New Generation Research, Inc. (a publisher of financial advisory and other research services), and President of New Generation Advisers, Inc. (a registered investment adviser to private funds). Mr. Putnam founded the New Generation companies in 1986. |
| 2009-10-05 | George Putnam, III (Born 1951) Trustee since 1984. Mr. Putnam is Chairman of New Generation Research, Inc. and President of New Generation Advisors, LLC. He is a Director of The Boston Family Office, LLC. Mr. Putnam is a Trustee of St. Mark's School, Epiphany School and the Marine Biological Laboratory. |
| 2010-08-18 | Mr. Putnam is Chairman of New Generation Research, Inc. The Compensation Table shows Mr. Putnam received $295,000 from all Putnam funds during calendar year 2009. |
| 2011-08-25 | George Putnam, III (Born 1951) Trustee since 1984 Mr. Putnam is Chairman of New Generation Research, Inc. (a publisher of financial advisory and other research services), and President of New Generation Advisors, LLC (a registered investment adviser to private funds). Mr. Putnam founded the New Generation companies in 1986. |
| 2012-08-20 | Mr. Putnam is Chairman of New Generation Research, Inc. (a publisher of financial advisory and other research services), and President of New Generation Advisors, LLC (a registered investment adviser to private funds). ... The Board Policy and Nominating Committee currently consists of Messrs. Hill (Chairperson), Curtis, Patterson and Putnam, Ms. Baxter and Dr. Kennan. ... The Brokerage Committee currently consists of Dr. Joskow (Chairperson), Ms. Baxter, and Messrs. Akhoury, Patterson, Putnam and Stephens, and Dr. Kennan. ... The Contract Committee currently consists of Mr. Patterson (Chairperson), Drs. Joskow and Kennan, Messrs. Akhoury, Putnam and Stephens, and Ms. Baxter. ... Investment Oversight Committee B currently consists of Messrs. Putnam (Chairperson), Curtis, Leibler and Stephens, Dr. Joskow, and Ms. Baumann. ... The Executive Committee currently consists of Ms. Baxter (Chairperson), and Messrs. Hill, Leibler, Patterson and Putnam. ... George Putnam, III/1984 $303,000 |
| 2013-08-21 | George Putnam, III (Born 1951) Trustee since 1984...Mr. Putnam is Chairman of New Generation Research, Inc....Board Policy and Nominating Committee currently consists of Messrs. Hill (Chairperson), Curtis, Patterson and Putnam and Ms. Baxter...Brokerage Committee currently consists of Dr. Joskow (Chairperson), Ms. Baxter, and Messrs. Ahamed, Akhoury, Patterson, Putnam and Stephens...Investment Oversight Committee B currently consists of Messrs. Putnam (Chairperson), Curtis, Leibler and Stephens, Dr. Joskow and Mses. Baumann and Domotorffy...Estimated annual compensation from all Putnam funds: $303,000. |
| 2013-12-20 | George Putnam, III (Born 1951) Trustee since 1984 Mr. Putnam is Chairman of New Generation Research, Inc. (a publisher of financial advisory and other research services), and President of New Generation Advisors, LLC (a registered investment adviser to private funds). Mr. Putnam founded the New Generation companies in 1986. Mr. Putnam is a Director of The Boston Family Office, LLC (a registered investment adviser). He is a Trustee of Epiphany School and a Trustee of the Marine Biological Laboratory in Woods Hole, Massachusetts. Prior to June 2007, Mr. Putnam was President of the Putnam funds. Until 2010, he was a Trustee of St. Mark’s School, until 2006, he was a Trustee of Shore Country Day School, and until 2002, he was a Trustee of the Sea Education Association. Mr. Putnam previously worked as an attorney with the law firm of Dechert LLP (formerly known as Dechert Price & Rhoads) in Philadelphia. He is a graduate of Harvard College, Harvard Business School, and Harvard Law School. |
| 2014-03-25 | George Putnam, III (Born 1951) Trustee since 1984 Mr. Putnam is Chairman of New Generation Research, Inc. ... The Board Policy and Nominating Committee currently consists of Messrs. Hill (Chairperson), Curtis, Patterson and Putnam and Ms. Baxter. ... Brokerage Committee currently consists of Dr. Joskow (Chairperson), Ms. Baxter and Messrs. Ahamed, Akhoury, Patterson, Putnam and Stephens. ... Contract Committee currently consists of Mr. Patterson (Chairperson), Dr. Joskow, Ms. Baxter and Messrs. Ahamed, Akhoury, Putnam and Stephens. ... Executive Committee currently consists of Ms. Baxter (Chairperson) and Messrs. Hill, Leibler, Patterson and Putnam. ... Investment Oversight Committee A currently consists of Messrs. Putnam (Chairperson), Ahamed, Curtis, Leibler and Stephens, Dr. Joskow, and Ms. Baumann. ... Estimated annual benefits from all Putnam funds ($) Total compensation from all Putnam funds ($) George Putnam, III/1984 N/A $285,000 |
| 2015-02-24 | Mr. Putnam is Chairman of New Generation Research, Inc... Trustee since 1984... Independent Trustee... Compensation $285,000. |
| 2015-02-24 | Mr. Putnam is Chairman of New Generation Research, Inc... Trustee since 1984... Compensation $285,000. |
| 2016-03-03 | George Putnam, III (Born 1951) Trustee since 1984 ... Mr. Putnam is Chairman of New Generation Research, Inc. ... The Board Policy and Nominating Committee ... currently consists of Messrs. Hill (Chairperson), Leibler, Patterson and Putnam, Dr. Joskow and Ms. Baxter. ... The Contract Committee ... currently consists of Messrs. Putnam (Chairperson), Ahamed, Leibler and Stephens, Dr. Joskow and Ms. Baxter. ... The Brokerage Committee ... currently consists of Dr. Joskow (Chairperson), Ms. Baxter and Messrs. Ahamed, Leibler, Putnam and Stephens. ... Investment Oversight Committee A currently consists of Mses. Domotorffy (Chairperson) and Baumann, Messrs. Ahamed, Leibler, Putnam and Stephens and Dr. Joskow. ... The Executive Committee currently consists of Ms. Baxter (Chairperson) and Messrs. Hill, Leibler, Patterson and Putnam. ... Estimated annual benefits from all Putnam funds Year: $130,333 Total compensation from all Putnam funds ($): $312,500. |
| 2017-03-22 | George Putnam, III (Born 1951) Trustee since 1984. Mr. Putnam is Chairman of New Generation Research, Inc.... The Committee currently consists of Messrs. Putnam (Chairperson), Ahamed, Leibler and Stephens, Dr. Joskow and Ms. Baxter. Estimated annual benefits from all Putnam funds: $130,333.00. Total compensation from all Putnam funds: $340,000.00. |
| 2018-03-01 | George Putnam, III — Mr. Putnam’s training and experience as an attorney, his experience as the founder and Chief Executive Officer of an investment management firm and his experience as an author of various publications on the subject of investments. ... The Committee currently consists of Messrs. Ahamed (Chairperson), Leibler and Putnam and Drs. Hill and Joskow. ... The Committee currently consists of Messrs. Putnam (Chairperson), Ahamed and Leibler and Drs. Hill and Joskow. ... The Committee currently consists of Mses. Baxter (Chairperson) and Baumann and Messrs. Leibler and Putnam. ... Investment Oversight Committee A currently consists of Mses. Domotorffy (Chairperson) and Baumann, Messrs. Leibler and Putnam, and Drs. Hill and Joskow. ... Estimated annual benefits from all Putnam funds upon retirement ($) $130,333 Total compensation from all Putnam funds ($) $312,500. |
| 2019-03-08 | George Putnam, III — Mr. Putnam’s training and experience as an attorney, his experience as the founder and Chief Executive Officer of an investment management firm and his experience as an author of various publications on the subject of investments. Estimated annual benefits from all Putnam funds/year: $130,333. Total compensation from all Putnam funds: $337,500. |
| 2020-03-25 | George Putnam, III (Born 1951), Trustee since 1984; Chairman of New Generation Research, Inc... Independent Trustee... Chair of Contract Committee, member of Board Policy and Nominating Committee, Brokerage Committee, Executive Committee, Investment Oversight Committee A... Estimated annual benefits from all Putnam Trustees/Year: $130,333; Total compensation from all Putnam funds ($): $350,000. |
| 2021-03-16 | George Putnam, III — Mr. Putnam’s training and experience as an attorney, his experience as the founder and Chief Executive Officer of an investment management firm and his experience as an author of various publications on the subject of investments. |
| 2022-03-11 | George Putnam, III — Chairman of New Generation Research, Inc., a publisher of financial advisory and other research services, and President of New Generation Advisors, LLC, a registered investment adviser to private funds. ... The Committee currently consists of Drs. Joskow (Chair), Messrs. Leibler and Putnam, and Ms. Baumann. ... The Committee currently consists of Messrs. Ahamed (Chair), Leibler, and Putnam, and Mses. Baumann and Sutphen. ... The Committee currently consists of Messrs. Putnam (Chair), Ahamed, and Leibler, and Mses. Baumann and Sutphen. ... Estimated annual benefits from all Putnam funds upon retirement ($)(1) $130,333 Total compensation from all Putnam funds ($)(2) $370,000 |
| Filing Date | Source Excerpt |
|---|---|
| 2004-04-23 | Mr. Putnam is President of New Generation Research, Inc. (a publisher of financial advisory and other research services), and of New Generation Advisers, Inc. (a registered investment advisor to private funds). Mr. Putnam founded the New Generation companies in 1986. Mr. Putnam is a Director of The Boston Family Office, LLC (a registered investment advisor). He is a Trustee of St. Mark's School, Shore Country Day School, and until 2002 was a Trustee of the Sea Education Association. Mr. Putnam previously worked as an attorney with the law firm of Dechert Price & Rhoads in Philadelphia. He is a graduate of Harvard College, Harvard Business School, and Harvard Law School. The Communication, Service and Marketing Committee currently consists of Messrs. Putnam (Chairperson), Smith, Stephens and Thorndike and Dr. Joskow. The Executive Committee currently consists of Messrs. Hill (Chairman), Jackson, Dr. Joskow, Putnam, Thorndike and Ms. Baxter. Investment Committee C currently consists of Messrs. Mullin (Chairperson), Putnam and Dr. Kennan. The Trustees periodically review their fees to assure that such fees continue to be appropriate in light of their responsibilities as well as in relation to fees paid to trustees of other mutual fund complexes. The following table shows the fees paid to each Trustee by your fund for its most recent fiscal year and the fees paid to each Trustee by all of the Putnam funds during the 2003 calendar year: George Putnam, III/ 1984 (7) $845 $98 $125,000 $260,500. |
| 2005-06-10 | George Putnam, III* (8/10/51), Trustee since 1984 and President since 2000 Mr. Putnam is President of New Generation Research, Inc. (a publisher of financial advisory and other research services), and of New Generation Advisers, Inc. (a registered investment adviser to private funds). Mr. Putnam founded the New Generation companies in 1986. ... The Communication, Service and Marketing Committee currently consists of Messrs. Putnam (Chairperson) and Stephens and Dr. Joskow. ... The Executive Committee currently consists of Messrs. Hill (Chairman), Jackson, and Putnam, Dr. Joskow and Ms. Baxter. |
| 2006-05-12 | George Putnam, III (Born 1951) Trustee since 1984 and President since 2000. Mr. Putnam is Chairman of New Generation Research, Inc. The Putnam High Income Securities Fund Compensation Table shows compensation from all Putnam funds during calendar year 2005 as $262,750, with $130,300 from this fund. |
| 2006-11-22 | Mr. Putnam is Chairman of New Generation Research, Inc. (a publisher of financial advisory and other research services), and President of New Generation Advisers, Inc. (a registered investment advisor to private funds). Mr. Putnam founded the New Generation companies in 1986. Mr. Putnam is a Director of The Boston Family Office, LLC (a registered investment adviser). He is a Trustee of St. Marks School and Shore Country Day School, and until 2002 was a Trustee of the Sea Education Association. Mr. Putnam previously worked as an attorney with the law firm of Dechert LLP (formerly known as Dechert Price & Rhoads) in Philadelphia. He is a graduate of Harvard College, Harvard Business School, and Harvard Law School. |
| 2007-03-14 | George Putnam, III, President |
| 2008-01-02 | George Putnam, III (Born 1951) Trustee since 1984 Mr. Putnam is Chairman of New Generation Research, Inc. Putnam Master Intermediate Income Trust Compensation Table Fiscal year ended September 30, 2007 George Putnam, III/1984 Mr. Putnam - $320,000. Board Policy and Nominating Committee. Brokerage Committee. Communications, Service and Marketing Committee. Contract Committee. Executive Committee. Investment Oversight Committee D. |
| 2008-12-23 | George Putnam, III (Born 1951) Trustee since 1984 Mr. Putnam is Chairman of New Generation Research, Inc. ... The Committee currently consists of Drs. Joskow (Chairperson) and Kennan, Ms. Baxter and Messrs. Curtis, Putnam and Worley. ... The Committee currently consists of Messrs. Putnam (Chairperson), Curtis and Patterson and Drs. Joskow and Kennan. ... The Committee currently consists of Ms. Baxter (Chairperson), Drs. Joskow and Kennan and Messrs. Curtis, Putnam and Worley. ... Investment Oversight Committee D currently consists of Ms. Drucker (Chairperson), Mr. Putnam and Dr. Kennan. ... The Committee currently consists of Messrs. Hill (Chairperson), Curtis, Patterson and Putnam, Dr. Joskow and Ms. Baxter. ... The following table shows ... fees paid to each of those Trustees by all of the Putnam funds during calendar year 2007: ... George Putnam, III ... $307,500. |
| 2010-01-04 | Mr. Putnam (Born 1951) Trustee since 1984. Chairman of New Generation Research, Inc. Compensation from Putnam High Income Securities Fund fiscal year ended August 31, 2009: $1,702 plus $177 pension benefits. |
| 2011-01-06 | George Putnam, III (Born 1951) Trustee since 1984 Mr. Putnam is Chairman of New Generation Research, Inc. Compensation from all Putnam funds: $295,000. |
| 2012-01-06 | George Putnam, III (Born 1951) Trustee since 1984 Mr. Putnam is Chairman of New Generation Research, Inc. (a publisher of financial advisory and other research services), and President of New Generation Advisors, LLC (a registered investment adviser to private funds). |
| 2012-11-30 | George Putnam, III (Born 1951) Trustee since 1984 Mr. Putnam is Chairman of New Generation Research, Inc. (a publisher of financial advisory and other research services), and President of New Generation Advisors, LLC (a registered investment adviser to private funds). |
| 2013-12-20 | George Putnam, III (Born 1951) Trustee since 1984 Mr. Putnam is Chairman of New Generation Research, Inc. (a publisher of financial advisory and other research services), and President of New Generation Advisors, LLC (a registered investment adviser to private funds). Mr. Putnam founded the New Generation companies in 1986. Mr. Putnam is a Director of The Boston Family Office, LLC (a registered investment adviser). He is a Trustee of Epiphany School and a Trustee of the Marine Biological Laboratory in Woods Hole, Massachusetts. Prior to June 2007, Mr. Putnam was President of the Putnam funds. Until 2010, he was a Trustee of St. Mark’s School, until 2006, he was a Trustee of Shore Country Day School, and until 2002, he was a Trustee of the Sea Education Association. Mr. Putnam previously worked as an attorney with the law firm of Dechert LLP (formerly known as Dechert Price & Rhoads) in Philadelphia. He is a graduate of Harvard College, Harvard Business School, and Harvard Law School. |
| 2014-03-25 | George Putnam, III (Born 1951) Trustee since 1984 Mr. Putnam is Chairman of New Generation Research, Inc. ... The Board Policy and Nominating Committee currently consists of Messrs. Hill (Chairperson), Curtis, Patterson and Putnam and Ms. Baxter. ... The Committee currently consists of Dr. Joskow (Chairperson), Ms. Baxter and Messrs. Ahamed, Akhoury, Patterson, Putnam and Stephens. ... The Committee currently consists of Ms. Baxter (Chairperson) and Messrs. Hill, Leibler, Patterson and Putnam. ... Investment Oversight Committee A currently consists of Messrs. Putnam (Chairperson), Ahamed, Curtis, Leibler and Stephens, Dr. Joskow, and Ms. Baumann. ... Estimated annual benefits from all Putnam funds ($) N/A Total compensation from all Putnam funds ($) $285,000. |
| 2015-02-24 | Mr. Putnam is Chairman of New Generation Research, Inc... Trustee since 1984... Compensation: $285,000 annually from all Putnam funds. |
| 2015-02-24 | Mr. Putnam is Chairman of New Generation Research, Inc... Trustee since 1984... Compensation from all Putnam funds $285,000. |
| 2016-03-03 | George Putnam, III (Born 1951) Trustee since 1984 ... Mr. Putnam is Chairman of New Generation Research, Inc. ... The Board Policy and Nominating Committee ... The Committee currently consists of Messrs. Hill (Chairperson), Leibler, Patterson and Putnam, Dr. Joskow and Ms. Baxter. ... The Contract Committee ... The Committee currently consists of Messrs. Putnam (Chairperson), Ahamed, Leibler and Stephens, Dr. Joskow and Ms. Baxter. ... The Executive Committee ... The Committee currently consists of Ms. Baxter (Chairperson) and Messrs. Hill, Leibler, Patterson and Putnam. ... Investment Oversight Committee A currently consists of Mses. Domotorffy (Chairperson) and Baumann, Messrs. Ahamed, Leibler, Putnam and Stephens and Dr. Joskow. ... The Brokerage Committee ... The Committee currently consists of Dr. Joskow (Chairperson), Ms. Baxter and Messrs. Ahamed, Leibler, Putnam and Stephens. ... Estimated annual benefits from all Putnam funds/Year $130,333 Total compensation from all Putnam funds ($) $312,500. |
| 2017-03-22 | George Putnam, III (Born 1951) Trustee since 1984... Chairman of New Generation Research, Inc.... Independent Trustee... Board Policy and Nominating Committee... Contract Committee... Executive Committee... Brokerage Committee... Investment Oversight Committee A... Total compensation from all Putnam funds ($): $340,000. |
| 2018-03-01 | George Putnam, III (Born 1951), Trustee since 1984...Mr. Putnam is a graduate of Harvard College, Harvard Business School and Harvard Law School...The Board Policy and Nominating Committee currently consists of Dr. Joskow (Chairperson), Messrs. Leibler, Patterson and Putnam, and Mses. Baxter and Baumann...The Brokerage Committee currently consists of Messrs. Ahamed (Chairperson), Leibler and Putnam and Drs. Hill and Joskow...The Contract Committee currently consists of Messrs. Putnam (Chairperson), Ahamed and Leibler and Drs. Hill and Joskow...Investment Oversight Committee A currently consists of Mses. Domotorffy (Chairperson) and Baumann, Messrs. Leibler and Putnam, and Drs. Hill and Joskow. |
| 2019-03-08 | George Putnam, III — Mr. Putnam’s training and experience as an attorney, his experience as the founder and Chief Executive Officer of an investment management firm and his experience as an author of various publications on the subject of investments. ... The Committee currently consists of Dr. Joskow (Chair), Messrs. Leibler, Patterson, and Putnam, and Ms. Baumann. ... The Committee currently consists of Messrs. Putnam (Chair), Ahamed, and Leibler, and Drs. Hill and Joskow. ... The Committee currently consists of Messrs. Leibler (Chair) and Putnam, and Ms. Baumann. ... The Committee currently consists of Messrs. Leibler (Chair) and Putnam, and Ms. Baumann. ... Investment Oversight Committee A currently consists of Mses. Domotorffy (Chair) and Baumann, Messrs. Leibler and Putnam, and Drs. Hill and Joskow. ... Estimated annual benefits from all Putnam funds: $130,333. Total compensation from all Putnam funds: $337,500. |
| 2020-03-25 | George Putnam, III (Born 1951), Trustee since 1984; Chairman of New Generation Research, Inc... Independent Trustee... Chair of Contract Committee, member of Board Policy and Nominating Committee, Brokerage Committee, Executive Committee, Investment Oversight Committee A... Total compensation from all Putnam funds $350,000. |
| 2021-03-16 | George Putnam, III — Mr. Putnam’s training and experience as an attorney, his experience as the founder and Chief Executive Officer of an investment management firm and his experience as an author of various publications on the subject of investments. ... The Committee currently consists of Dr. Joskow (Chair), Messrs. Leibler and Putnam, and Ms. Baumann. ... The Committee currently consists of Messrs. Ahamed (Chair), Leibler, and Putnam, and Mses. Baumann and Sutphen. ... The Committee currently consists of Messrs. Leibler (Chair) and Putnam and Ms. Baumann. ... Investment Oversight Committee B currently consists of Messrs. Akhoury (Chair), Leibler, and Putnam, Ms. Baumann, and Dr. Hill. ... George Putnam, III/1984 (7) ... $360,000 |
| 2022-03-11 | George Putnam, III — Mr. Putnam’s training and experience as an attorney, his experience as the founder and Chief Executive Officer of an investment management firm and his experience as an author of various publications on the subject of investments. |
| Filing Date | Source Excerpt |
|---|---|
| 2001-08-14 | Mr. Putnam, born August 10, 1951, is the President of your Fund and each of the other Putnam Funds. He is also President of New Generation Research, Inc., a publisher of financial advisory and other research services relating to bankrupt and distressed companies, and New Generation Advisers, Inc., a registered investment advisor which provides advice to private funds specializing in investments in such companies. Prior to founding New Generation in 1985, Mr. Putnam was an attorney with the Philadelphia law firm Dechert Price & Rhoads. |
| 2005-09-12 | Mr. Putnam is President of New Generation Research, Inc. and New Generation Advisers, Inc. He is a graduate of Harvard College, Harvard Business School, and Harvard Law School. |
| 2006-09-14 | Mr. Putnam is Chairman of New Generation Research, Inc. (a publisher of financial advisory and other research services), and President of New Generation Advisers, Inc. (a registered investment advisor to private funds). Mr. Putnam founded the New Generation companies in 1986. Mr. Putnam is a Director of The Boston Family Office, LLC (a registered investment adviser). He is a Trustee of St. Marks School and Shore Country Day School, and until 2002 was a Trustee of the Sea Education Association. Mr. Putnam previously worked as an attorney with the law firm of Dechert LLP (formerly known as Dechert Price & Rhoads) in Philadelphia. He is a graduate of Harvard College, Harvard Business School, and Harvard Law School. |
| 2007-03-14 | George Putnam, III, President |
| 2007-09-26 | Mr. Putnam is Chairman of New Generation Research, Inc. and previously worked as an attorney. |
| 2007-09-28 | Mr. Putnam is Chairman of New Generation Research, Inc., and previously worked as an attorney with the law firm of Dechert LLP. |
| 2008-04-10 | Mr. Putnam is Chairman of New Generation Research, Inc. and was previously an attorney. He graduated from Harvard College, Harvard Business School and Harvard Law School. |
| 2010-01-26 | Mr. Putnam previously worked as an attorney with the law firm of Dechert LLP and is a graduate of Harvard College, Harvard Business School, and Harvard Law School. |
| 2012-03-23 | Mr. Putnam previously worked as an attorney and is Chairman of New Generation Research, Inc., a publisher of financial advisory and other research services. |
| 2013-03-20 | Mr. Putnam previously worked as an attorney with the law firm of Dechert LLP. |
| 2013-12-20 | Mr. Putnam previously worked as an attorney with the law firm of Dechert LLP and is a graduate of Harvard College, Harvard Business School, and Harvard Law School. |
| 2014-03-25 | Mr. Putnam previously worked as an attorney with the law firm of Dechert LLP and is a graduate of Harvard College, Harvard Business School, and Harvard Law School. |
| 2015-02-24 | Mr. Putnam previously worked as an attorney with the law firm of Dechert LLP and is a graduate of Harvard College, Harvard Business School, and Harvard Law School. |
| 2015-02-24 | Mr. Putnam previously worked as an attorney with the law firm of Dechert LLP. He is a graduate of Harvard College, Harvard Business School, and Harvard Law School. |
| 2016-03-03 | Mr. Putnam previously worked as an attorney with the law firm of Dechert LLP and is a graduate of Harvard College, Harvard Business School, and Harvard Law School. |
| 2017-03-22 | Mr. Putnam previously worked as an attorney with the law firm of Dechert LLP and is a graduate of Harvard College, Harvard Business School, and Harvard Law School. |
| 2018-03-01 | Mr. Putnam is a graduate of Harvard College, Harvard Business School and Harvard Law School. |
| 2019-03-08 | George Putnam, III — Mr. Putnam’s training and experience as an attorney, his experience as the founder and Chief Executive Officer of an investment management firm and his experience as an author of various publications on the subject of investments. |
| 2020-03-25 | George Putnam, III — Mr. Putnam’s training and experience as an attorney, his experience as the founder and Chief Executive Officer of an investment management firm and his experience as an author of various publications on the subject of investments. |
| 2021-03-16 | George Putnam, III — Mr. Putnam’s training and experience as an attorney, his experience as the founder and Chief Executive Officer of an investment management firm and his experience as an author of various publications on the subject of investments. |
| 2022-03-11 | George Putnam, III — Mr. Putnam’s training and experience as an attorney, his experience as the founder and Chief Executive Officer of an investment management firm and his experience as an author of various publications on the subject of investments. |
| Filing Date | Source Excerpt |
|---|---|
| 2002-04-02 | Mr. Putnam is the President of New Generation Research, Inc., a publisher of financial advisory and other research services relating to bankrupt and distressed companies, and of New Generation Advisers, Inc., a registered investment adviser that provides advice to private funds specializing in investments in such companies. |
| 2004-04-23 | Mr. Putnam is President of New Generation Research, Inc. (a publisher of financial advisory and other research services), and of New Generation Advisers, Inc. (a registered investment advisor to private funds). Mr. Putnam founded the New Generation companies in 1986. Mr. Putnam is a Director of The Boston Family Office, LLC (a registered investment advisor). He is a Trustee of St. Mark's School, Shore Country Day School, and until 2002 was a Trustee of the Sea Education Association. Mr. Putnam previously worked as an attorney with the law firm of Dechert Price & Rhoads in Philadelphia. He is a graduate of Harvard College, Harvard Business School, and Harvard Law School. The Communication, Service and Marketing Committee currently consists of Messrs. Putnam (Chairperson), Smith, Stephens and Thorndike and Dr. Joskow. The Executive Committee currently consists of Messrs. Hill (Chairman), Jackson, Dr. Joskow, Putnam, Thorndike and Ms. Baxter. Investment Committee C currently consists of Messrs. Mullin (Chairperson), Putnam and Dr. Kennan. The Trustees periodically review their fees to assure that such fees continue to be appropriate in light of their responsibilities as well as in relation to fees paid to trustees of other mutual fund complexes. The following table shows the fees paid to each Trustee by your fund for its most recent fiscal year and the fees paid to each Trustee by all of the Putnam funds during the 2003 calendar year: George Putnam, III/ 1984 (7) $845 $98 $125,000 $260,500 |
| 2006-05-12 | George Putnam, III* (Born 1951) Trustee since 1984 and President since 2000 Mr. Putnam is Chairman of New Generation Research, Inc. (a publisher of financial advisory and other research services), and President of New Generation Advisers, Inc. (a registered investment advisor to private funds). Mr. Putnam founded the New Generation companies in 1986. Mr. Putnam is a Director of The Boston Family Office, LLC (a registered investment adviser). He is a Trustee of St. Marks School and Shore Country Day School, and until 2002 was a Trustee of the Sea Education Association. Mr. Putnam previously worked as an attorney with the law firm of Dechert LLP (formerly known as Dechert Price & Rhoads) in Philadelphia. He is a graduate of Harvard College, Harvard Business School, and Harvard Law School. Brokerage Committee, Distributions Committee, Investment Oversight Committee C. Putnam High Income Securities Fund Compensation Table: $262,750. |
| 2006-11-22 | Mr. Putnam is Chairman of New Generation Research, Inc. (a publisher of financial advisory and other research services), and President of New Generation Advisers, Inc. (a registered investment advisor to private funds). Mr. Putnam founded the New Generation companies in 1986. Mr. Putnam is a Director of The Boston Family Office, LLC (a registered investment adviser). He is a Trustee of St. Marks School and Shore Country Day School, and until 2002 was a Trustee of the Sea Education Association. Mr. Putnam previously worked as an attorney with the law firm of Dechert LLP (formerly known as Dechert Price & Rhoads) in Philadelphia. He is a graduate of Harvard College, Harvard Business School, and Harvard Law School. |
| 2007-03-14 | George Putnam, III, President |
| 2008-01-02 | Mr. Putnam is Chairman of New Generation Research, Inc. The Board Policy and Nominating Committee currently consists of Dr. Kennan (Chairperson), Ms. Baxter and Messrs. Hill, Patterson and Putnam. The Brokerage Committee currently consists of Drs. Joskow (Chairperson) and Kennan, Ms. Baxter and Messrs. Curtis, Putnam and Worley. The Communications, Service and Marketing Committee currently consists of Messrs. Putnam (Chairperson), Curtis, Patterson and Stephens and Drs. Joskow and Kennan. Compensation Table shows $320,000 annual compensation. |
| 2008-12-23 | George Putnam, III (Born 1951) Trustee since 1984 Mr. Putnam is Chairman of New Generation Research, Inc. ... The Board Policy and Nominating Committee currently consists of Dr. Kennan (Chairperson), Ms. Baxter and Messrs. Hill, Patterson and Putnam. ... The Committee currently consists of Drs. Joskow (Chairperson) and Kennan, Ms. Baxter and Messrs. Curtis, Putnam and Worley. ... The Committee currently consists of Messrs. Putnam (Chairperson), Curtis and Patterson and Drs. Joskow and Kennan. ... Investment Oversight Committee D currently consists of Ms. Drucker (Chairperson), Mr. Putnam and Dr. Kennan. ... The Trustees periodically review their fees ... The following table shows ... fees paid to each of those Trustees by all of the Putnam funds during calendar year 2007: George Putnam, III $307,500. |
| 2010-01-04 | Mr. Putnam is Chairman of New Generation Research, Inc. He is Chairperson of the Communications, Service and Marketing Committee and member of Board Policy and Nominating Committee, Brokerage Committee, and Contract Committee. Compensation from Putnam High Income Securities Fund was $295,000. |
| 2011-01-06 | George Putnam, III (Born 1951) Trustee since 1984 Mr. Putnam is Chairman of New Generation Research, Inc. He is a Trustee of St. Mark's School. Compensation from Putnam High Income Securities Fund: $295,000. |
| 2012-01-06 | Mr. Putnam is Chairman of New Generation Research, Inc. He serves on the Board Policy and Nominating Committee, Brokerage Committee, Contract Committee, and Investment Oversight Committee B. The Trustees periodically review their fees. Mr. Putnam received $289,500 from all Putnam funds. |
| 2012-11-30 | Mr. Putnam is Chairman of New Generation Research, Inc. Trustee since 1984. |
| 2013-12-20 | George Putnam, III (Born 1951) Trustee since 1984 Mr. Putnam is Chairman of New Generation Research, Inc. (a publisher of financial advisory and other research services), and President of New Generation Advisors, LLC (a registered investment adviser to private funds). Mr. Putnam founded the New Generation companies in 1986. Mr. Putnam is a Director of The Boston Family Office, LLC (a registered investment adviser). He is a Trustee of Epiphany School and a Trustee of the Marine Biological Laboratory in Woods Hole, Massachusetts. Prior to June 2007, Mr. Putnam was President of the Putnam funds. Until 2010, he was a Trustee of St. Mark’s School, until 2006, he was a Trustee of Shore Country Day School, and until 2002, he was a Trustee of the Sea Education Association. Mr. Putnam previously worked as an attorney with the law firm of Dechert LLP (formerly known as Dechert Price & Rhoads) in Philadelphia. He is a graduate of Harvard College, Harvard Business School, and Harvard Law School. |
| 2014-03-25 | George Putnam, III (Born 1951) Trustee since 1984...Mr. Putnam is Chairman of New Generation Research, Inc....Board Policy and Nominating Committee currently consists of Messrs. Hill (Chairperson), Curtis, Patterson and Putnam and Ms. Baxter...Brokerage Committee currently consists of Dr. Joskow (Chairperson), Ms. Baxter and Messrs. Ahamed, Akhoury, Patterson, Putnam and Stephens...Investment Oversight Committee A currently consists of Messrs. Putnam (Chairperson), Ahamed, Curtis, Leibler and Stephens, Dr. Joskow, and Ms. Baumann...Executive Committee currently consists of Ms. Baxter (Chairperson) and Messrs. Hill, Leibler, Patterson and Putnam...Estimated annual benefits from all Putnam funds $130,300, Total compensation from all Putnam funds $285,000. |
| 2015-02-24 | Mr. Putnam is Chairman of New Generation Research, Inc... Independent Trustee... Compensation: $285,000. |
| 2015-02-24 | Mr. Putnam is Chairman of New Generation Research, Inc. He serves on Board Policy and Nominating Committee, Contract Committee, Executive Committee, and Investment Oversight Committee A. Estimated annual compensation from all Putnam funds is $285,000. |
| 2016-03-03 | George Putnam, III (Born 1951) Trustee since 1984...Chairman of New Generation Research, Inc...Trustee of Epiphany School and Marine Biological Laboratory...Estimated annual benefits from all Putnam funds: $130,333, Total compensation from all Putnam funds: $312,500. |
| 2017-03-22 | George Putnam, III (Born 1951) Trustee since 1984...Mr. Putnam is Chairman of New Generation Research, Inc...Board Policy and Nominating Committee currently consists of Messrs. Hill (Chairperson), Leibler, Patterson and Putnam, Dr. Joskow and Ms. Baxter...Contract Committee currently consists of Messrs. Putnam (Chairperson), Ahamed, Leibler and Stephens, Dr. Joskow and Ms. Baxter...Investment Oversight Committee A currently consists of Mses. Domotorffy (Chairperson) and Baumann, Messrs. Ahamed, Leibler, Putnam and Stephens and Dr. Joskow...Executive Committee currently consists of Ms. Baxter (Chairperson) and Messrs. Hill, Leibler, Patterson and Putnam...Brokerage Committee currently consists of Dr. Joskow (Chairperson), Ms. Baxter and Messrs. Ahamed, Leibler, Putnam and Stephens...Estimated annual benefits from all Putnam funds $0, Total compensation from all Putnam funds $340,000. |
| 2018-03-01 | George Putnam, III — Mr. Putnam’s training and experience as an attorney, his experience as the founder and Chief Executive Officer of an investment management firm and his experience as an author of various publications on the subject of investments. |
| 2019-03-08 | George Putnam, III — Mr. Putnam’s training and experience as an attorney, his experience as the founder and Chief Executive Officer of an investment management firm and his experience as an author of various publications on the subject of investments. Estimated annual benefits from all Putnam funds/year: $130,333. Total compensation from all Putnam funds: $337,500. |
| 2020-03-25 | George Putnam, III (Born 1951), Trustee since 1984; Chairman of New Generation Research, Inc... Chair of Contract Committee; Compensation: $350,000 annually. |
| 2021-03-16 | George Putnam, III — Mr. Putnam’s training and experience as an attorney, his experience as the founder and Chief Executive Officer of an investment management firm and his experience as an author of various publications on the subject of investments. ... The Committee currently consists of Dr. Joskow (Chair), Messrs. Leibler and Putnam, and Ms. Baumann. ... The Committee currently consists of Messrs. Ahamed (Chair), Leibler, and Putnam, and Mses. Baumann and Sutphen. ... The Committee currently consists of Messrs. Leibler (Chair) and Putnam and Ms. Baumann. ... The Committee currently consists of Messrs. Leibler (Chair) and Putnam and Ms. Baumann. ... George Putnam, III/1984 (7) N/A $360,000 |
| 2022-03-11 | George Putnam, III — Mr. Putnam’s training and experience as an attorney, his experience as the founder and Chief Executive Officer of an investment management firm and his experience as an author of various publications on the subject of investments. ... The Committee currently consists of Dr. Joskow (Chair), Messrs. Leibler and Putnam, and Ms. Baumann. ... The Committee currently consists of Messrs. Ahamed (Chair), Leibler, and Putnam, and Mses. Baumann and Sutphen. ... The Committee currently consists of Messrs. Putnam (Chair), Ahamed, and Leibler, and Mses. Baumann and Sutphen. ... Estimated annual benefits from all Putnam funds upon retirement ($)(1) $130,333 Total compensation from all Putnam funds ($)(2) $370,000 |
Data sourced from SEC filings. Last updated: 2025-12-07