Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2016-02-29 | Managing Director of Legg Mason & Co. (since 2015); Officer and/or Trustee/Director of 160 funds associated with LMPFA or its affiliates (since 2015); President and Chief Executive Officer of LMPFA (since 2015) |
| 2017-03-08 | Managing Director of Legg Mason & Co.; President and Chief Executive Officer of LMPFA; formerly, Director of ClearBridge, LLC. |
| 2018-03-07 | Jane E. Trust, CFA Chairman, President and Chief Executive Officer Since 2015 Managing Director of Legg Mason & Co. (since 2016); Officer and/or Trustee/Director of 149 funds associated with LMPFA or its affiliates (since 2015); President and Chief Executive Officer of LMPFA (since 2015) |
| 2019-03-05 | Senior Managing Director of Legg Mason & Co. (since 2018); Managing Director of Legg Mason & Co. (2016 to 2018); Officer and/or Trustee/Director of 146 funds associated with LMPFA or its affiliates (since 2015); President and Chief Executive Officer of LMPFA (since 2015) |
| 2020-02-10 | Senior Managing Director of Legg Mason & Co. (since 2018); Managing Director of Legg Mason & Co. (2016 to 2018); Officer and/or Trustee/Director of 145 funds associated with LMPFA or its affiliates (since 2015); President and Chief Executive Officer of LMPFA (since 2015). |
| 2020-04-16 | Jane E. Trust President and Chief Executive Officer Senior Managing Director of Legg Mason; President and Chief Executive Officer of LMPFA ... Jane E. Trust Director ... President of the Funds |
| 2021-03-01 | Senior Vice President, Fund Board Management, Franklin Templeton (since 2020); Officer and/or Trustee/Director of 147 funds associated with Legg Mason Partners Fund Advisor, LLC ("LMPFA") or its affiliates (since 2015); President and Chief Executive Officer of LMPFA (since 2015) |
| 2022-03-01 | Senior Vice President, Fund Board Management, Franklin Templeton (since 2020); Officer and/or Trustee/Director of 141 funds associated with Legg Mason Partners Fund Advisor, LLC ("LMPFA") or its affiliates (since 2015); President and Chief Executive Officer of LMPFA (since 2015) |
| 2023-03-07 | Senior Vice President, Fund Board Management, Franklin Templeton (since 2020); Officer and/or Trustee/Director of 128 funds associated with Legg Mason Partners Fund Advisor, LLC (LMPFA) or its affiliates (since 2015); President and Chief Executive Officer of LMPFA (since 2015); formerly, Senior Managing Director (2018 to 2020) and Managing Director (2016 to 2018) of Legg Mason & Co.; Senior Vice President of LMPFA (2015) |
| 2024-03-06 | Senior Vice President, Fund Board Management, Franklin Templeton; President and Chief Executive Officer of FTFA; formerly, Senior Managing Director and Managing Director of Legg Mason & Co. |
| Filing Date | Source Excerpt |
|---|---|
| 2024-03-07 | Jane E. Trust (Born 1962), Trustee since 2024...Senior Vice President, Fund Board Management, Franklin Templeton...No compensation from the funds as Trustee. |
| Filing Date | Source Excerpt |
|---|---|
| 2024-03-07 | Jane E. Trust (Born 1962), Trustee since 2024; Senior Vice President, Fund Board Management, Franklin Templeton; No compensation from the funds disclosed. |
| Filing Date | Source Excerpt |
|---|---|
| 2024-03-07 | Jane E. Trust (Born 1962), Trustee since 2024...Senior Vice President, Fund Board Management, Franklin Templeton...Deemed an interested person...No compensation from the funds reported. |
| 2025-03-10 | Jane E. Trust, CFA (Born 1962) Since 2020, Senior Vice President, Fund Board Management, Franklin Templeton. Since 2015, Officer and/or Trustee/Director of 123 funds associated with Franklin Templeton Fund Advisor, LLC (“FTFA”) or its affiliates, and President and Chief Executive Officer of FTFA. |
| Filing Date | Source Excerpt |
|---|---|
| 2024-03-07 | Jane E. Trust (Born 1962), Trustee since 2024...Senior Vice President, Fund Board Management, Franklin Templeton...Interested Trustee...No compensation from the funds reported. |
| Filing Date | Source Excerpt |
|---|---|
| 2016-04-01 | Managing Director of Legg Mason & Co. (since 2015); Officer and/or Trustee/Director of 162 funds associated with LMPFA or its affiliates (since 2015); President and Chief Executive Officer of LMPFA (since 2015) |
| 2017-03-31 | Managing Director of Legg Mason & Co. (since 2016); Officer and/or Trustee/Director of 151 funds associated with LMPFA or its affiliates (since 2015); President and Chief Executive Officer of LMPFA (since 2015). |
| 2018-03-29 | Chairman, President and Chief Executive Officer; Senior Managing Director of Legg Mason & Co. |
| 2019-03-05 | Senior Managing Director of Legg Mason & Co. (since 2018); Managing Director of Legg Mason & Co. (2016 to 2018); Officer and/or Trustee/Director of 146 funds associated with LMPFA or its affiliates (since 2015); President and Chief Executive Officer of LMPFA (since 2015) |
| 2020-03-10 | Senior Managing Director of Legg Mason & Co. (since 2018); Managing Director of Legg Mason & Co. (2016 to 2018); Officer and/or Trustee/Director of 145 funds associated with LMPFA or its affiliates (since 2015); President and Chief Executive Officer of LMPFA (since 2015). |
| 2020-04-16 | Jane E. Trust President and Chief Executive Officer Senior Managing Director of Legg Mason; President and Chief Executive Officer of LMPFA |
| 2021-09-15 | Ms. Trust, investment management and risk oversight experience as an executive and portfolio manager and leadership roles within Franklin Templeton and affiliated entities |
| 2022-09-14 | Senior Vice President, Fund Board Management, Franklin Templeton (since 2020); Officer and/or Trustee/Director of 148 funds associated with Legg Mason Partners Fund Advisor, LLC (since 2015); President and Chief Executive Officer of LMPFA (since 2015) |
| 2023-09-13 | Senior Vice President, Fund Board Management, Franklin Templeton (since 2020); Officer and/or Trustee/Director of 127 funds associated with LMPFA or its affiliates (since 2015); President and Chief Executive Officer of LMPFA (since 2015). |
| 2024-09-17 | Senior Vice President, Fund Board Management, Franklin Templeton; President and Chief Executive Officer of FTFA; formerly Senior Managing Director of Legg Mason & Co. |
| Filing Date | Source Excerpt |
|---|---|
| 2015-08-28 | Managing Director of Legg Mason & Co.; Officer and/or Trustee/Director of 156 funds; President and Chief Executive Officer of LMPFA; formerly Senior Vice President of LMPFA. |
| 2016-09-01 | Managing Director of Legg Mason & Co. (since 2016); Officer and/or Trustee/Director of 159 funds associated with LMPFA or its affiliates (since 2015); President and Chief Executive Officer of LMPFA (since 2015); formerly, Senior Vice President of LMPFA (2015) |
| 2017-08-29 | Jane E. Trust - Managing Director of Legg Mason & Co.; President and CEO of LMPFA. |
| 2018-08-28 | Senior Managing Director of Legg Mason & Co. (since 2018); formerly, Managing Director of Legg Mason & Co. (2016 to 2018); Officer and/or Trustee/Director of 148 funds associated with LMPFA or its affiliates (since 2015); President and Chief Executive Officer of LMPFA (since 2015) |
| 2018-08-28 | Senior Managing Director of Legg Mason & Co. (since 2018); formerly, Managing Director of Legg Mason & Co. (2016 to 2018); Officer and/or Trustee/Director of 148 funds associated with LMPFA or its affiliates (since 2015); President and Chief Executive Officer of LMPFA (since 2015) |
| 2020-04-16 | Jane E. Trust President and Chief Executive Officer Senior Managing Director of Legg Mason; President and Chief Executive Officer of LMPFA ... Jane E. Trust Director ... President of the Funds |
| 2021-09-15 | Senior Vice President, Fund Board Management, Franklin Templeton (since 2020); Officer and/or Trustee/Director of 143 funds associated with Legg Mason Partners Fund Advisor, LLC ("LMPFA") or its affiliates (since 2015); President and Chief Executive Officer of LMPFA (since 2015) |
| 2023-09-13 | Senior Vice President, Fund Board Management, Franklin Templeton (since 2020); Officer and/or Trustee/Director of 127 funds associated with LMPFA or its affiliates (since 2015); President and Chief Executive Officer of LMPFA (since 2015) |
| 2024-09-17 | Senior Vice President, Fund Board Management, Franklin Templeton (since 2020); Officer and/or Trustee/Director of 119 funds associated with FTFA or its affiliates (since 2015); President and Chief Executive Officer of FTFA (since 2015) |
| Filing Date | Source Excerpt |
|---|---|
| 2015-12-23 | Jane E. Trust, CFA c/o Chairman of the Fund Legg Mason & Co. 620 Eighth Avenue, 49th Floor New York, NY 10018 Born 1962 Chairman, President and Chief Executive Officer Effective August 1, 2015 Managing Director of Legg Mason & Co. (since 2015); Officer and/or Trustee/Director of 156 funds associated with LMPFA or its affiliates (since 2015); President and Chief Executive Officer of LMPFA (since 2015); formerly, Senior Vice President of LMPFA (2015). Formerly, Director of ClearBridge, LLC (formerly, Legg Mason Capital Management, LLC) (2007 to 2014); Managing Director of Legg Mason Investment Counsel & Trust Co. (2000 to 2007). No remuneration was paid during the fiscal year ended September 30, 2015 by the Fund to Ms. Trust who is an interested person as defined in the 1940 Act. |
| 2016-12-22 | Jane E. Trust, CFA Born 1962 Chairman, President and Chief Executive Officer Since 2015 ... No remuneration was paid during the fiscal year ended September 30, 2016 by the Fund to Ms. Trust who is an interested person as defined in the 1940 Act. |
| 2017-12-22 | Jane E. Trust, CFA* c/o Chairman of the Fund Legg Mason & Co. 620 Eighth Avenue, 49th Floor New York, NY 10018 Born 1962 Chairman, President and Chief Executive Officer Since 2015 ... no remuneration was paid during the fiscal year ended September 30, 2017 by the Fund to Ms. Trust who is an "interested person" as defined in the 1940 Act. |
| 2019-01-15 | Jane E. Trust, CFA Born 1962 Chairman, President and Chief Executive Officer Since 2015 ... no remuneration was paid during the fiscal year ended September 30, 2018 by the Fund to Ms. Trust who is an “interested person” as defined in the 1940 Act. |
| 2020-04-16 | Jane E. Trust President and Chief Executive Officer Senior Managing Director of Legg Mason; President and Chief Executive Officer of LMPFA |
| 2022-03-01 | Jane E. Trust, CFA* Born 1962 Chairman, President and Chief Executive Officer Since 2015 ... no remuneration was paid during the fiscal year ended September 30, 2021 by the Fund to Ms. Trust who is an “interested person” as defined in the 1940 Act. |
| 2025-03-07 | Jane E. Trust, CFA Birth year: 1962 Director, President and Chief Executive Officer Since 2015 ... no remuneration was paid during the fiscal year ended September 30, 2024 by the Fund to Ms. Trust who is an interested person as defined in the 1940 Act. |
| Filing Date | Source Excerpt |
|---|---|
| 2015-05-07 | Managing Director of Legg Mason and Co., LLC (2015-present); officer and/or Trustee/Director of certain mutual funds associated with Legg Mason Partners Fund Advisor, LLC; Senior Vice President, Legg Mason Partners Fund Advisor, LLC (2015-present). |
| 2016-04-05 | Ms. Trust: Investment management and risk oversight experience as an executive and portfolio manager and in leadership roles with Legg Mason and affiliated entities. |
| 2017-03-31 | Investment management and risk oversight experience as an executive and portfolio manager and in leadership roles with Legg Mason and affiliated entities. |
| 2020-03-30 | Senior Managing Director of Legg Mason & Co., LLC (since 2018); Managing Director of Legg Mason & Co. (2016 to 2018). |
| 2021-04-06 | Senior Vice President, Fund Board Management, Franklin Templeton; President and CEO of LMPFA. |
| 2023-04-11 | Senior Vice President, Fund Board Management, Franklin Templeton (since 2020); Officer and/or Trustee/Director of 127 funds associated with Legg Mason Partners Fund Advisor, LLC ("LMPFA") or its affiliates (since 2015); President and Chief Executive Officer of LMPFA (since 2015). |
| 2024-04-17 | Senior Vice President, Fund Board Management, Franklin Templeton; President and Chief Executive Officer of FTFA. |
| Filing Date | Source Excerpt |
|---|---|
| 2015-05-07 | Managing Director of Legg Mason and Co., LLC (2015-present); officer and/or Trustee/Director of certain mutual funds associated with Legg Mason Partners Fund Advisor, LLC; Senior Vice President, Legg Mason Partners Fund Advisor, LLC (2015-present). |
| 2016-04-05 | Ms. Trust: Investment management and risk oversight experience as an executive and portfolio manager and in leadership roles with Legg Mason and affiliated entities. |
| 2017-03-31 | Ms. Trust: Investment management and risk oversight experience as an executive and portfolio manager and in leadership roles with Legg Mason and affiliated entities. |
| 2020-03-30 | Senior Managing Director of Legg Mason & Co., LLC (since 2018); Managing Director of Legg Mason & Co. (2016 to 2018); Officer and/or Trustee/Director of 145 funds associated with Legg Mason Partners Fund Advisor, LLC or its affiliates (since 2015). |
| 2021-04-06 | Senior Vice President, Fund Board Management, Franklin Templeton (since 2020); Officer and/or Trustee/Director of 147 funds associated with Legg Mason Partners Fund Advisor, LLC ("LMPFA") or its affiliates (since 2015); President and Chief Executive Officer of LMPFA (since 2015). |
| 2022-04-05 | President and CEO of LMPFA; Senior Vice President, Fund Board Management, Franklin Templeton. |
| 2023-04-11 | Senior Vice President, Fund Board Management, Franklin Templeton; President and CEO of LMPFA; investment management and risk oversight experience. |
| 2024-04-17 | Senior Vice President, Fund Board Management, Franklin Templeton; President and Chief Executive Officer of FTFA; formerly Senior Managing Director and Managing Director of Legg Mason & Co. |
| Filing Date | Source Excerpt |
|---|---|
| 2016-03-02 | Jane E. Trust, CFA* c/o Chairman of the Fund Legg Mason & Co. 620 Eighth Avenue, 49th Floor New York, NY 10018 Born 1962 Chairman, President and Chief Executive Officer Effective August 1, 2015 Managing Director of Legg Mason & Co. (since 2015); Officer and/or Trustee/Director of 160 funds associated with LMPFA or its affiliates (since 2015); President and Chief Executive Officer of LMPFA (since 2015); formerly, Senior Vice President of LMPFA (2015). Formerly, Director of ClearBridge, LLC (formerly, Legg Mason Capital Management, LLC) (2007 to 2014); Managing Director of Legg Mason Investment Counsel & Trust Co. (2000 to 2007). |
| 2018-02-23 | Jane E. Trust, CFA* Legg Mason & Co. 620 Eighth Avenue, 49th Floor New York, NY 10018 Born 1962 Chairman, President and Chief Executive Officer Since 2015 ... no remuneration was paid during the fiscal year ended November 30, 2017 by the Fund to Ms. Trust who is an "interested person" as defined in the 1940 Act. |
| 2019-03-05 | Jane E. Trust, CFA* Legg Mason & Co. Chairman, President and Chief Executive Officer Since 2015 Senior Managing Director of Legg Mason & Co. AggregateCompensationfrom the Fundfor FiscalYear Ended11/30/18($) no remuneration was paid during the fiscal year ended November 30, 2018 by the Fund to Ms. Trust who is an interested person as defined in the 1940 Act. |
| 2020-02-10 | Jane E. Trust, CFA* Legg Mason & Co. 620 Eighth Avenue, 49th Floor New York, NY 10018 Born 1962 Chairman, President and Chief Executive Officer Since 2015 Senior Managing Director of Legg Mason & Co. (since 2018); Managing Director of Legg Mason & Co. (2016 to 2018); Officer and/or Trustee/Director of 145 funds associated with LMPFA or its affiliates (since 2015); President and Chief Executive Officer of LMPFA (since 2015); formerly, Senior Vice President of LMPFA (2015); formerly, Director of ClearBridge, LLC (formerly, Legg Mason Capital Management, LLC) (2007 to 2014); Managing Director of Legg Mason Investment Counsel & Trust Co. (2000 to 2007). No remuneration was paid during the fiscal year ended November 30, 2019 by the Fund to Ms. Trust who is an “interested person” as defined in the 1940 Act. |
| 2020-04-16 | Jane E. Trust President and Chief Executive Officer Senior Managing Director of Legg Mason; President and Chief Executive Officer of LMPFA |
| 2021-03-01 | Jane E. Trust, CFA* Legg Mason & Co. 620 Eighth Avenue, 49th Floor New York, NY 10018 Born 1962 Chairman, President and Chief Executive Officer Since 2015 ... no remuneration was paid during the fiscal year ended November 30, 2020 by the Fund to Ms. Trust who is an interested person as defined in the 1940 Act. |
| 2022-03-01 | Jane E. Trust, CFA* Born 1962 Chairman, President and Chief Executive Officer Since 2015 ... no remuneration was paid during the fiscal year ended November 30, 2021 by the Fund to Ms. Trust who is an interested person as defined in the 1940 Act. |
| 2023-03-07 | Jane E. Trust, CFA* Born 1962 Chairman, President and Chief Executive Officer Since 2015 Senior Vice President, Fund Board Management, Franklin Templeton (since 2020); Officer and/or Trustee/Director of 128 funds associated with Legg Mason Partners Fund Advisor, LLC (LMPFA) or its affiliates (since 2015); President and Chief Executive Officer of LMPFA (since 2015); formerly, Senior Managing Director (2018 to 2020) and Managing Director (2016 to 2018) of Legg Mason & Co.; Senior Vice President of LMPFA (2015) No remuneration was paid during the fiscal year ended November 30, 2022 by the Fund to Ms. Trust who is an interested person as defined in the 1940 Act. |
| 2025-03-07 | Jane E. Trust, CFA* Birth year: 1962 Director, President and Chief Executive Officer Since 2015 Senior Vice President, Fund Board Management, Franklin Templeton (since 2020); Officer and/or Trustee/Director of 114 funds associated with FTFA or its affiliates (since 2015); Trustee of Putnam Family of Funds consisting of 105 portfolios; President and Chief Executive Officer of FTFA (since 2015); formerly, Senior Managing Director (2018 to 2020) and Managing Director (2016 to 2018) of Legg Mason & Co., LLC (Legg Mason & Co.); Senior Vice President of FTFA (2015) No remuneration was paid during the fiscal year ended November 30, 2024 by the Fund to Ms. Trust who is an “interested person” as defined in the 1940 Act. |
| Filing Date | Source Excerpt |
|---|---|
| 2020-04-03 | Jane E. Trust Born 1962 Director, President and Chief Executive Officer(2)(6) Served since 2015 Senior Managing Director of Legg Mason & Co., LLC (since 2018); Managing Director of Legg Mason & Co. (2016 to 2018); Officer and/or Trustee/ Director of 145 funds associated with Legg Mason Partners Fund Advisor, LLC (LMPFA) or its affiliates (since 2015); President and Chief Executive Officer of LMPFA (since 2015); formerly, Senior Vice President of LMPFA (2015); Director of ClearBridge, LLC (formerly, Legg Mason Capital Management, LLC) (2007 to 2014); Managing Director of Legg Mason Investment Counsel & Trust Co. (2000 to 2007). (2) Member of the Investment and Performance Committee. (6) Ms. Trust is an interested person (as defined in section 2(a)(19) of the Investment Company Act of 1940, as amended (the 1940 Act)) of the Fund because of her position with subsidiaries of, and ownership of shares of common stock of, Legg Mason, Inc., the parent company of the Investment Adviser. For the fiscal year ended December 31, 2019, the Directors received the compensation set forth in the following table for serving as Directors of the Fund and as Directors or Trustees of other funds in the same Fund Complex. Jane E. Trust Aggregate Compensation from the Fund ($): 0 Total Compensation from the Fund and its Fund Complex Paid to Directors ($): 0 |
| 2020-04-20 | Jane E. Trust President and Chief Executive Officer Senior Managing Director of Legg Mason; President and Chief Executive Officer of LMPFA |
| 2021-04-06 | Jane E. Trust Born 1962 Director, President and Chief Executive Officer(2)(6) Served since 2015 Member of the Investment and Performance Committee Ms. Trust is an interested person of the Fund because of her position with LMPFA and/or certain of its affiliates. AggregateCompensation from the Fund ($): 0 Ms. Trust is not compensated by the Fund for their services as Trustees because of their relationships with the Investment Adviser and the Investment Adviser’s parent company. |
| 2022-04-05 | Jane E. Trust Born 1962 Director, President and Chief Executive Officer Served since 2015 ... Member of the Investment and Performance Committee. ... Ms. Trust is not compensated by the Fund for their services as Trustees because of their relationships with the Investment Adviser and the Investment Advisers parent company, respectively. |
| 2023-04-11 | Jane E. Trust Born 1962 Director, President and Chief Executive Officer Served since 2015 Senior Vice President, Fund Board Management, Franklin Templeton. Member of the Investment and Performance Committee. Ms. Trust is an interested person of the Fund and is not compensated by the Fund for her services as Director. |
| 2024-04-17 | Senior Vice President, Fund Board Management, Franklin Templeton (since 2020); Officer and/or Trustee/Director of 123 funds associated with Franklin Templeton Fund Adviser, LLC. |
| Filing Date | Source Excerpt |
|---|---|
| 2016-09-01 | Jane E. Trust, CFA c/o Chairman of the Fund Legg Mason & Co. 620 Eighth Avenue, 49th Floor New York, NY 10018 Born 1962 Chairman, President and Chief Executive Officer Since 2015 Managing Director of Legg Mason & Co. (since 2016); Officer and/or Trustee/Director of 159 funds associated with LMPFA or its affiliates (since 2015); President and Chief Executive Officer of LMPFA (since 2015); formerly, Senior Vice President of LMPFA (2015). Formerly, Director of ClearBridge, LLC (formerly, Legg Mason Capital Management, LLC) (2007 to 2014); Managing Director of Legg Mason Investment Counsel & Trust Co. (2000 to 2007). Formerly, Director of ClearBridge, LLC (formerly, Legg Mason Capital Management, LLC) (2007 to 2014); Managing Director of Legg Mason Investment Counsel & Trust Co. (2000 to 2007). No remuneration was paid during the fiscal year ended May 31, 2016 by the Fund to Ms. Trust who is an "interested person" as defined in the 1940 Act. |
| 2017-08-29 | Jane E. Trust, CFA Born 1962 Chairman, President and Chief Executive Officer Since 2015 ... No remuneration was paid during the fiscal year ended May 31, 2017 by the Fund to Ms. Trust who is an “interested person” as defined in the 1940 Act. |
| 2018-08-28 | Jane E. Trust, CFA* Born 1962 Chairman, President and Chief Executive Officer Since 2015 Senior Managing Director of Legg Mason & Co. (since 2018); formerly, Managing Director of Legg Mason & Co. (2016 to 2018); Officer and/or Trustee/Director of 148 funds associated with LMPFA or its affiliates (since 2015); President and Chief Executive Officer of LMPFA (since 2015); formerly, Senior Vice President of LMPFA (2015). Formerly, Director of ClearBridge, LLC (formerly, Legg Mason Capital Management, LLC) (2007 to 2014); Managing Director of Legg Mason Investment Counsel & Trust Co. (2000 to 2007). No remuneration was paid during the fiscal year ended May 31, 2018 by the Fund to Ms. Trust who is an “interested person” as defined in the 1940 Act. |
| 2019-08-27 | Jane E. Trust, CFA Born 1962 Chairman, President and Chief Executive Officer Since 2015 Senior Managing Director of Legg Mason & Co. (since 2018); formerly Managing Director of Legg Mason & Co. (2016 to 2018); Officer and/or Trustee/Director of 141 funds associated with LMPFA or its affiliates (since 2015); President and Chief Executive Officer of LMPFA (since 2015); formerly Senior Vice President of LMPFA (2015). No remuneration was paid during the fiscal year ended May 31, 2019 by the Fund to Ms. Trust who is an interested person as defined in the 1940 Act. |
| 2020-04-16 | Jane E. Trust President and Chief Executive Officer Senior Managing Director of Legg Mason; President and Chief Executive Officer of LMPFA |
| 2020-09-16 | Jane E. Trust, CFA Born 1962 Chairman, President and Chief Executive Officer Since 2015 ... no remuneration was paid during the fiscal year ended May 31, 2020 by the Fund to Ms. Trust who is an interested person as defined in the 1940 Act. |
| 2021-09-15 | Jane E. Trust, CFA* Born 1962 Chairman, President and Chief Executive Officer Since 2015 Senior Vice President, Fund Board Management, Franklin Templeton (since 2020); Officer and/or Trustee/Director of 143 funds associated with Legg Mason Partners Fund Advisor, LLC ("LMPFA") or its affiliates (since 2015); President and Chief Executive Officer of LMPFA (since 2015); formerly, Senior Managing Director (2018 to 2020) and Managing Director (2016 to 2018) of Legg Mason & Co.; Senior Vice President of LMPFA (2015) 133 None ... No remuneration was paid during the fiscal year ended May 31, 2021 by the Fund to Ms. Trust who is an "interested person" as defined in the 1940 Act. |
| 2022-09-14 | Jane E. Trust, CFA* Born 1962 Chairman, President and Chief Executive Officer Since 2015 Senior Vice President, Fund Board Management, Franklin Templeton (since 2020); Officer and/or Trustee/Director of 148 funds associated with Legg Mason Partners Fund Advisor, LLC (LMPFA) or its affiliates (since 2015); President and Chief Executive Officer of LMPFA (since 2015); formerly, Senior Managing Director (2018 to 2020) and Managing Director (2016 to 2018) of Legg Mason & Co.; Senior Vice President of LMPFA (2015) 128 None...The Fund does not provide any pension or retirement benefits to Directors. In addition, no remuneration was paid during the fiscal year ended May 31, 2022 by the Fund to Ms. Trust who is an interested person as defined in the 1940 Act. |
| 2023-09-13 | Jane E. Trust, CFA Birth year: 1962 Director, Chairman, President and Chief Executive Officer Since 2015 ... no remuneration was paid during the fiscal year ended May 31, 2023 by the Fund to Ms. Trust who is an interested person as defined in the 1940 Act. |
| 2024-09-17 | Jane E. Trust, CFA* Birth year: 1962 Director, Chairman, President and Chief Executive Officer Since 2015 Senior Vice President, Fund Board Management, Franklin Templeton (since 2020); Officer and/or Trustee/Director of 119 funds associated with FTFA or its affiliates (since 2015); President and Chief Executive Officer of FTFA (since 2015); formerly, Senior Managing Director (2018 to 2020) and Managing Director (2016 to 2018) of Legg Mason & Co., LLC (Legg Mason & Co.); Senior Vice President of FTFA (2015) None |
| Filing Date | Source Excerpt |
|---|---|
| 2016-01-29 | Jane E. Trust, CFA c/o Chairman of the Fund Legg Mason & Co. 620 Eighth Avenue, 49th Floor New York, NY 10018 Born 1962 Chairman, President and Chief Executive Officer Effective August 1, 2015 Managing Director of Legg Mason & Co. (since 2015); Officer and/or Trustee/Director of 156 funds associated with LMPFA or its affiliates (since 2015); President and Chief Executive Officer of LMPFA (since 2015); formerly, Senior Vice President of LMPFA (2015). Formerly, Director of ClearBridge, LLC (formerly, Legg Mason Capital Management, LLC) (2007 to 2014); Managing Director of Legg Mason Investment Counsel & Trust Co. (2000 to 2007). Formerly, Director of ClearBridge, LLC (formerly, Legg Mason Capital Management, LLC) (2007 to 2014); Managing Director of Legg Mason Investment Counsel & Trust Co. (2000 to 2007). |
| 2017-01-27 | Jane E. Trust, CFA c/o Chairman of the Fund Legg Mason & Co. 620 Eighth Avenue, 49th Floor New York, NY 10018 Born 1962 Chairman, President and Chief Executive Officer Since 2015 Managing Director of Legg Mason & Co. (since 2016); Officer and/or Trustee/Director of 157 funds associated with LMPFA or its affiliates (since 2015); President and Chief Executive Officer of LMPFA (since 2015); formerly, Senior Vice President of LMPFA (2015). Formerly, Director of ClearBridge, LLC (formerly, Legg Mason Capital Management, LLC) (2007 to 2014); Managing Director of Legg Mason Investment Counsel & Trust Co. (2000 to 2007). |
| 2019-01-15 | Jane E. Trust, CFA Born 1962 Chairman, President and Chief Executive Officer Since 2015 Senior Managing Director of Legg Mason & Co. (since 2018); formerly, Managing Director of Legg Mason & Co. (2016 to 2018); Officer and/or Trustee/Director of 146 funds associated with LMPFA or its affiliates (since 2015); President and Chief Executive Officer of LMPFA (since 2015); formerly, Senior Vice President of LMPFA (2015); Formerly, Director of ClearBridge, LLC (formerly, Legg Mason Capital Management, LLC) (2007 to 2014); Managing Director of Legg Mason Investment Counsel & Trust Co. (2000 to 2007). |
| 2020-02-10 | Jane E. Trust, CFA Born 1962 Chairman, President and Chief Executive Officer Since 2015 ... no remuneration was paid during the fiscal year ended October 31, 2019 by the Fund to Ms. Trust who is an “interested person” as defined in the 1940 Act. |
| 2020-04-16 | Jane E. Trust President and Chief Executive Officer Senior Managing Director of Legg Mason; President and Chief Executive Officer of LMPFA |
| 2022-03-01 | Jane E. Trust, CFA* Born 1962 Chairman, President and Chief Executive Officer Since 2015 Senior Vice President, Fund Board Management, Franklin Templeton (since 2020); Officer and/or Trustee/Director of 141 funds associated with Legg Mason Partners Fund Advisor, LLC (LMPFA) or its affiliates (since 2015); President and Chief Executive Officer of LMPFA (since 2015); formerly, Senior Managing Director (2018 to 2020) and Managing Director (2016 to 2018) of Legg Mason & Co.; Senior Vice President of LMPFA (2015) |
| 2023-03-07 | Jane E. Trust, CFA* Born 1962 Chairman, President and Chief Executive Officer Since 2015 ... no remuneration was paid during the fiscal year ended October 31, 2022 by the Fund to Ms. Trust who is an interested person as defined in the 1940 Act. |
| 2025-03-07 | Jane E. Trust, CFA* Birth year: 1962 Director, President and Chief Executive Officer Since 2015 |
| Filing Date | Source Excerpt |
|---|---|
| 2020-04-03 | Senior Managing Director of Legg Mason & Co., LLC (since 2018); Managing Director of Legg Mason & Co. (2016 to 2018); Officer and/or Trustee/Director of 145 funds associated with Legg Mason Partners Fund Advisor, LLC or its affiliates (since 2015); President and Chief Executive Officer of LMPFA (since 2015). |
| 2020-04-20 | Jane E. Trust President and Chief Executive Officer Senior Managing Director of Legg Mason; President and Chief Executive Officer of LMPFA |
| 2021-04-06 | Senior Vice President, Fund Board Management, Franklin Templeton (since 2020); Officer and/or Trustee/Director of 147 funds associated with Legg Mason Partners Fund Advisor, LLC (LMPFA) or its affiliates (since 2015); President and Chief Executive Officer of LMPFA (since 2015). |
| 2022-04-05 | Senior Vice President, Fund Board Management, Franklin Templeton (since 2020); President and Chief Executive Officer of LMPFA (since 2015). |
| 2023-04-11 | Senior Vice President, Fund Board Management, Franklin Templeton; President and CEO of Legg Mason Partners Fund Advisor, LLC. |
| 2024-04-17 | Senior Vice President, Fund Board Management, Franklin Templeton; President and CEO of FTFA. |
Data sourced from SEC filings. Last updated: 2026-02-03