Corporate Board Profile
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| Filing Date | Source Excerpt |
|---|---|
| 2002-03-20 | James B. Rogers, Jr. 59 Term: Until 2003. Served since: 1986 for ZF and 1988 for ZTR. Director 352 Riverside Drive New York, NY 10025 Private investor since 1980. Chairman, Beeland Interests (investments and media) since 1980. Regular Commentator on CNBC (1992-1998). Author of "Investment Biker: On the Road with Jim Rogers" (1994). Visiting Professor, Columbia University (1983-1998). Columnist, WORTH Magazine (since 1995). Director, Emerging Markets Brewery Fund (since 1993). Director, Levco Series Trust (since 1996) (2 portfolios). COMPENSATION TABLE: James B. Rogers, Jr. -- Director ZF-$17,500 ZTR-$17,500 TOTAL COMPENSATION FROM FUND AND FUND COMPLEX PAID TO DIRECTORS $35,000. Nominating Committee member. |
| 2003-05-20 | James B. Rogers, Jr. 60 Term: Until 2 Private investor (since 352 Riverside Drive 2003. Served 1980). Chairman, Beeland New York, NY 10025 since: 1986 Interests (investments and Director for ZF and media) (since 1980). ZTR. Regular Commentator on CNBC (1998). Author of "Investment Biker: On the Road with Jim Rogers" (1994) and "Adventure Capitalist" (2003). Visiting Professor, Columbia University (1998). Columnist, WORTH Magazine (since 1995). Director, Emerging Markets Brewery Fund (1993-2002). Director, Levco Series Trust (since 1996). ...COMPENSATION TABLE AGGREGATE TOTAL COMPENSATION FROM COMPENSATION FUND AND FUND COMPLEX James B. Rogers, Jr. -- Director ZF-$20,500 $41,000 ZTR-$20,500 |
| 2004-04-02 | James B. Rogers, Jr. (61) Term: Until 2006. 2 Director of The Zweig Fund, Inc. (since 1986); Private investor (since 1980). 352 Riverside Drive Served since: 1988. Chairman, Beeland Interests, Inc. New York, NY 10025 (investments and media) (since 1980). Regular Commentator on CNBC (1998). Author of "Investment Biker: On the Road with Jim Rogers" (1994) and "Adventure Capitalist" (2003). Visiting Professor, Columbia University (1998). Columnist, WORTH Magazine (since 1995). Director, Emerging Markets Brewery Fund (1993-2002). Director, Levco Series Trust (since 1996). |
| 2005-04-04 | James B. Rogers, Jr. Term: Until 2 Private investor (since 352 Riverside Drive 2006. Served 1980). Chairman, Beeland New York, NY 10025 since: 1986 for Interests, Inc. Director for ZF and 1988 (investments and media) DOB 10/19/42 (since 1980). Regular Commentator on CNBC (1998). Author of "Investment Biker: On the Road with Jim Rogers" (1994), "Adventure Capitalist" (2003) and "Hot Commodities" (2004). Visiting Professor, Columbia University (1998). Columnist, WORTH Magazine (since 1995). Director, Emerging Markets Brewery Fund (1993-2002). Director, Levco Series Trust (since 1996). |
| 2006-03-27 | James B. Rogers, Jr.352 Riverside DriveNew York, NY 10025DirectorDOB 10/19/42...Private investor (since 1980). Chairman, Beeland Interests, Inc. (investments and media) (since 1980)...COMPENSATION TABLE...James B. Rogers, Jr. 6 Director...ZF-$28,000 ZTR-$26,500...Total Compensation $54,500...Audit Committee Report...The members of each Fund's Audit Committee are...Messrs. Brunie, Olson, Rogers and Walton and Ms. Luscombe...Nominating Committee...Messrs. Brunie, Olson and Rogers... |
| 2007-03-28 | James B. Rogers, Jr. 352 Riverside Dr. New York, NY 10025 DirectorDOB: 10/19/42 Term: Until 2009. Served since: 1986 for ZF and 1988 for ZTR. Private investor (since 1980); Chairman, Beeland Interests (Media and Investments) (since 1980); ... Compensation Table: James B. Rogers, Jr. 6 Director ZF-$25,000 ZTR-$25,000 Total Compensation $50,000. Audit Committee and Nominating Committee member. |
| 2008-03-28 | James B. Rogers, Jr. -- ZF-$20,500 $0 $0 $41,000 Director ZTR-$20,500 |
| 2009-02-25 | James B. Rogers, Jr. YOB: 1942 Director Term: Until 2009. Served since: 1986 for ZF and 1988 for ZTR. Private investor; Chairman, Beeland Interests; ... COMPENSATION TABLE: James B. Rogers, Jr.—Director ZF—$20,000 ZTR—$20,000 Total $40,000. |
| 2009-08-28 | James B. Rogers, Jr. listed as a Director in the Board of Directors section. |
| 2010-04-01 | James B. Rogers, Jr. (YOB: 1942; Term: until 2012; Number of Portfolios in Fund Complex Overseen: 2) has served on the Board of Directors of ZF since 1986 and of ZTR since 1988. Mr. Rogers is also the Chairman of each Fund's Nominating Committee and is a member of each Fund's Audit Committee. During the year ended December 31, 2009, ZF paid Directors' fees aggregating $26,000 and ZTR paid Directors' fees aggregating $27,500 to Mr. Rogers, totaling $53,500. |
| 2011-04-07 | James B. Rogers, Jr. (YOB: 1942; Term: until 2012; Number of Portfolios in Fund Complex Overseen: 2) has served on the Board of Directors of ZF since 1986 and of ZTR since 1988. Mr. Rogers is also the Chairman of each Fund's Nominating Committee and is a member of each Fund's Audit Committee. During the year ended December 31, 2010, ZF paid Directors' fees aggregating $26,000 and ZTR paid Directors' fees aggregating $27,500 to Mr. Rogers, totaling $53,500. |
| 2012-03-29 | James B. Rogers, Jr. (YOB: 1942; Term: until 2012; Number of Portfolios in Fund Complex Overseen: 2) has served on the Board of Directors of ZF since 1986 and of ZTR since 1988. Mr. Rogers is also the Chairman of each Fund’s Nominating Committee and is a member of each Fund’s Audit Committee. ... Set forth below is the compensation paid by ZF and ZTR to current Directors for the year ended December 31, 2011. ... James B. Rogers, Jr.—Director ZF—$30,500 ZTR—$30,500 ... Total Compensation From the Fund and Fund Complex Paid to Directors $61,000 |
| 2013-04-04 | James B. Rogers, Jr., YOB: 1942 Director, Member of Audit Committee, Chairman of the Nominating Committee Term: Until 2015. Served since: 1986 (ZF) and 1988 (ZTR) Private investor (since 1980) ZF–$39,500 ZTR–$39,500 Total Compensation: $79,000 |
| 2014-04-08 | James B. Rogers, Jr., YOB: 1942 Director, Member of Audit Committee, and Chairman of the Nominating Committee Term: Until 2015; Served since: 1986 (ZF) and 1988 (ZTR) Private investor (since 1980) COMPENSATION TABLE James B. Rogers – Director ZF-$54,000 ZTR-$54,000 Total Compensation $108,000 |
| 2015-04-23 | James B. Rogers, Jr., YOB: 1942 Director, Member of Audit Committee, and Chairman of the Nominating Committee Term: Nominee to Serve Until 2018; Served since: 1986 (ZF) and 1988 (ZTR) ... Private investor (since 1980) ... Director, First China Financial Network Holdings Limited (since 2014); Director, Phos Agro (since 2014); Director Spanish Mountain Gold Limited (since 2014) ... COMPENSATION TABLE ... James B. Rogers – Director ... ZF-$43,000 ZTR-$43,000 ... Total Compensation From the Fund and Fund Complex Paid to Directors $86,000 |
| 2016-04-20 | James B. Rogers, Jr., YOB: 1942 Director, Member of Audit Committee, and Chairman of the Nominating Committee ZF-$43,000 ZTR-$43,000 Total Compensation: $86,000 |
| 2016-10-17 | James B. Rogers, Jr.Year of Birth: 1942 Director and Member of Audit and Nominating Committees Term: Until 2018; Served since: 1988 Private investor (since 1980) The current members of the Audit Committee are Messrs. Rogers, Walton and Zino. Mr. Zino serves as Chair of the Audit Committee. Each member of the Committee is an Independent Director of the Fund, and is “independent” under the listing standards of the New York Stock Exchange (“NYSE”). The following table provides information regarding the compensation of the Independent Directors for the year ended December 31, 2015. James B. Rogers $43,000 $86,000 |
| 2017-04-28 | James B. Rogers, Jr. Year of Birth: 1942 Director Director of ZF since 1986 and ZTR since 1988, term expires at the 2018 Annual Meeting Director DSE and VGI since 2016, term expires at the 2019 Annual Meeting Private investor (since 1980) 4 Director, First China Financial Network Holdings Limited (since 2014); Director, Phos Agro (since 2014); Director, Spanish Mountain Gold Limited (since 2014); Director, Geo Energy Resources, Limited (since 2012); and Chairman, Beeland Interests (Media and Investments) (since 1980) The Audit Committee’s current members are Philip R. McLoughlin, William R. Moyer, James M. Oates, James B. Rogers, Jr., R. Keith Walton and Brian T. Zino. Mr. Zino is the Committee’s Chairman. The Board has determined that Brian T. Zino possesses the technical attributes to qualify as an “audit committee financial expert,” and has designated Mr. Zino as the Audit Committee’s financial expert. The Nominating and Governance Committee is currently composed entirely of Independent Directors; its current members are Philip R. McLoughlin, William R. Moyer, James M. Oates, James B. Rogers, Jr., R. Keith Walton and Brian T. Zino. Mr. Oates is the Committee’s Chairman. Each of the Compliance and Investment Committees is currently composed entirely of Independent Directors; their current members are Philip R. McLoughlin, William R. Moyer, James M. Oates, James B. Rogers, Jr., R. Keith Walton and Brian T. Zino. The Compliance Committee’s Chairman is Mr. Walton and Mr. Rogers is Chairman of the Investment Committee. The Transition Committee is composed entirely of Independent Directors and its members are Philip R. McLoughlin and R. Keith Walton. Mr. Walton is the Transition Committee’s Chairman. The following table provides information regarding the compensation of the Independent Directors for the year ended December 31, 2016. James B. Rogers, Jr. Aggregate Compensation from the Funds $107,971 |
| 2018-04-17 | James B. Rogers, Jr. Year of Birth: 1942 Director Class I Director of ZF since 1986 and ZTR since 1988, nominee for term expiring at the 2021 Annual Meeting Class I Director DSE and VGI since 2016, term expires at the 2019 Annual Meeting Private investor (since 1980) The Audit Committee’s current members are Philip R. McLoughlin, William R. Moyer, James M. Oates, James B. Rogers, Jr., R. Keith Walton and Brian T. Zino. Mr. Zino is the Committee’s Chairman. The Nominating and Governance Committee’s current members are Philip R. McLoughlin, William R. Moyer, James M. Oates, James B. Rogers, Jr., R. Keith Walton and Brian T. Zino. The Compliance Committee’s current members are Philip R. McLoughlin, William R. Moyer, James M. Oates, James B. Rogers, Jr., R. Keith Walton and Brian T. Zino. The Investment Committee’s current members are Philip R. McLoughlin, William R. Moyer, James M. Oates, James B. Rogers, Jr., R. Keith Walton and Brian T. Zino. Director Compensation The following table provides information regarding the compensation of the Independent Directors for the year ended December 31, 2017. James B. Rogers, Jr. $137,500 |
| 2019-04-16 | James B. Rogers, Jr. Year of Birth: 1942 Director Class I Director of ZF since 1986 and ZTR since 1988, terms expire at the 2021 Annual Meeting Class I Director DSE and VGI since 2016, nominee for terms expiring at the 2022 Annual Meeting Private investor (since 1980) Director (since 2018), Quantum Digital Asset Management Pte Ltd.; Director (since 2018), Sirius International Insurance Group Ltd.; Director (since 2018), Ananti Inc.; Director (2018 – 2019), Ocean Capital Advisors LLC Director (since 2017), JSC AgroGard-Finance; Director (2016 – 2018), Crusader Resources Limited; Director (since 2014), Sinofortune Financial Holdings Limited; Director (since 2014), PJSC Phos Agro; Director (since 2012), Spanish Mountain Gold Limited; Director (since 2012), Geo Energy Resources Limited; Director (since 2009), 2009 Holdings Pte Ltd.; Chairman (since 2007), Beeland Enterprises Inc.; Director (since 2007), Beeland Holdings Pte Ltd.; and Chairman (since 1990), Beeland Interests (Media and Investments) The Audit Committee’s current members are Philip R. McLoughlin, William R. Moyer, James M. Oates, James B. Rogers, Jr., R. Keith Walton and Brian T. Zino. Mr. Zino is the Committee’s Chairman. The Nominating and Governance Committee is currently composed entirely of Independent Directors; its current members are Philip R. McLoughlin, William R. Moyer, James M. Oates, James B. Rogers, Jr., R. Keith Walton and Brian T. Zino. Mr. Oates is the Committee’s Chairman. Each of the Compliance and Investment Committees is currently composed entirely of Independent Directors; their current members are Philip R. McLoughlin, William R. Moyer, James M. Oates, James B. Rogers, Jr., R. Keith Walton and Brian T. Zino. The Compliance Committee’s Chairman is Mr. Walton and Mr. Rogers is Chairman of the Investment Committee. The Executive Committee is composed entirely of Independent Directors and its members are Philip R. McLoughlin and R. Keith Walton. Mr. McLoughlin is the Executive Committee’s Chairman. James B. Rogers, Jr. $137,500 |
| 2020-04-07 | Rogers, James B., Jr.YOB: 1942Portfolios Overseen: 3 Class I Trustee of VGI since 2016, term expires at the 2022 Annual Meeting Class I Director of ZTR since 1988, term expires at the 2021 Annual Meeting Private Investor (since 1980) ... The following table provides information regarding the compensation of the Independent Directors, Advisory Board Members and Honorary Board Members for the year ended December 31, 2019. ... James B. Rogers, Jr. ... Total Compensation from the Funds and Fund Complex(1) $137,500.00 |
| 2021-04-09 | Rogers, James B., Jr. YOB: 1942 Portfolios Overseen: 3 Class I Trustee of VGI since 2016, term expires at the 2022 Annual Meeting Class I Director of ZTR since 1988, term expires at the 2021 Annual Meeting Private Investor Executive Committee. The Executive Committee is composed entirely of Independent Directors, and its members are: Philip R. McLoughlin, Chairman; Donald C. Burke; Sidney E. Harris; James M. Oates; and Brian T. Zino. |
| 2022-04-12 | James B. Rogers, Jr. YOB: 1942. Class I Trustee of VGI since 2016, term expires at the 2022 Annual Meeting. Private Investor (since 1980). Director (1988 to 2021), Virtus Total Return Fund Inc.; Director (1986 to 2019), the former Virtus Total Return Fund Inc.; Trustee (since 2016), Virtus Global Multi-Sector Income Fund; Director (2016 to 2021), Duff & Phelps Select MLP and Midstream Energy Fund Inc.; Director (since 2019), Nanomedics Co. Ltd.; Director (since 2018), Ananti Inc. and Sirius International Insurance Group, Ltd.; Director (2018 to 2019), Quantum Digital Asset Management Pte. Ltd; Director (2018 to 2019), Ocean Capital Advisors LLC; Director (since 2017), JSC AgroGard-Finance; Director (2016 to 2018), Crusader Resources Limited; Director (2014 to 2019), Sinofortune Financial Holdings Limited; Director (2012 to 2019), Spanish Mountain Gold Limited; Director (since 2012), GEO Energy Resources Limited; Chairman (since 2007), Beeland Enterprises Inc.; Director (since 2007), Beeland Holdings Pte Ltd.; and Chairman (since 1990), Beeland Interests (Media and Investments). Aggregate Compensation from the Funds: $14,775.84. |
Data sourced from SEC filings. Last updated: 2025-12-06