Corporate Board Profile
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| Filing Date | Source Excerpt |
|---|---|
| 2003-05-27 | Jerry D. Choate(1) (64) Trustee/Director of funds in the Open-End Fund Complex. Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation. |
| 2004-05-18 | Jerry D. Choate(1) (65) Trustee Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation ("Allstate") and Allstate Insurance Company. |
| 2005-10-05 | Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation. Director of Amgen Inc., a biotechnological company, and Director of Valero Energy Corporation. |
| 2006-05-19 | Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation and Allstate Insurance Company. Prior to January 1995, President and Chief Executive Officer of Allstate. |
| 2007-05-10 | Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation and Allstate Insurance Company. |
| 2008-05-08 | Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation ("Allstate") and Allstate Insurance Company. |
| 2009-05-05 | Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation (Allstate) and Allstate Insurance Company. |
| 2010-06-11 | From 1995 to 1999, Chairman and Chief Executive Officer of the Allstate Corporation ("Allstate") and Allstate Insurance Company. |
| 2011-05-16 | From 1995 to 1999, Chairman and Chief Executive Officer of the Allstate Corporation ("Allstate") and Allstate Insurance Company. |
| 2012-06-14 | Jerry D. Choate. Mr. Choate has been a member of the Board of one or more funds in the Invesco fund complex since 2003. The Board believes that Mr. Choate's experience as the chairman and chief executive officer of a public company and a director of several public companies, his service as a Trustee of the funds in the Invesco fund complex and his experience as a director of other investment companies benefits the Funds. |
| 2013-06-20 | Retired. From 1995 to 1999, Chairman and Chief Executive Officer of the Allstate Corporation ("Allstate") and Allstate Insurance Company. From 1994 to 1995, President and Chief Executive Officer of Allstate. Prior to 1994, various management positions at Allstate. |
| Filing Date | Source Excerpt |
|---|---|
| 2003-05-27 | Jerry D. Choate(1) (64) Trustee/Director of funds in the Open-End Fund Complex. Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation ("Allstate") and Allstate Insurance Company. ... Each of the New Nominees for Trustee was not a trustee of any of the Funds during such Fund's most recently completed fiscal year ended in 2002 and thus received no compensation from the Funds. |
| 2004-05-18 | Jerry D. Choate(1) (65) Trustee Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation. Trustee/Director/Managing General Partner of funds in the Fund Complex. Audit committee consists of J. Miles Branagan, Jerry D. Choate and R. Craig Kennedy. Compensation Table shows $173,290 total annual compensation. |
| 2005-05-20 | Jerry D. Choate(1) (66) Trustee Trustee Prior to January 1999, Chairman and 80 33971 Selva Road since 2003 Chief Executive Officer of the Allstate Corporation ("Allstate") and Allstate Insurance Company. Prior to January 1995, President and Chief Executive Officer of Allstate. Prior to August 1994, various management positions at Allstate. |
| 2006-05-19 | Jerry D. Choate(1) (67) Trustee Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation ... Trustee/Director/Managing General Partner of funds in the Fund Complex. ... COMPENSATION TABLE: Jerry D. Choate $95,781 ... BOARD COMMITTEES AND MEETINGS: Audit committee consists of Messrs. Choate, Dammeyer and Kennedy. |
| 2007-05-01 | Jerry D. Choate(1) (68) Trustee Trustee of Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation ("Allstate") and Allstate Insurance Company. Prior to January 1995, President and Chief Executive Officer of Allstate. Prior to August 1994, various management positions at Allstate. |
| 2008-05-08 | Jerry D. Choate(1) (69) Trustee + Prior to January 1999, Chairman and 74 Allstate Corporation ("Allstate") and ... The audit committee consists of Messrs. Choate, Dammeyer and Kennedy. ... Jerry D. Choate......... (1) 98,609 105,000 191,268 |
| 2009-05-05 | Jerry D. Choate (70) 33971 Selva Road Suite 130 Dana Point, CA 92629 Trustee Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation ("Allstate") and Allstate Insurance Company. Trustee/Director/Managing General Partner of funds in the Fund Complex. Director of Amgen Inc., a biotechnological company, and Valero Energy Corporation, an independent refining company. Compensation Table shows total compensation including fund expenses, retirement benefits and estimated annual benefits totaling $439,037. Audit committee membership is mentioned. |
| 2010-06-11 | Jerry D. Choate (71) From 1995 to 1999, Chairman and Chief Executive Officer of the Allstate Corporation ("Allstate") and Allstate Insurance Company. From 1994 to 1995, President and Chief Executive Officer of Allstate. Prior to 1994, various management positions at Allstate. Trustee/Managing General Partner of funds in the Fund Complex. Director since 1998 and member of the governance and nominating committee, executive committee, compensation and management development committee and equity award committee, of Amgen Inc., a biotechnological company. Director since 1999 and member of the nominating and governance committee and compensation and executive committee, of Valero Energy Corporation, a crude oil refining and marketing company. |
| 2011-05-16 | Jerry D. Choate (72) 33971 Selva Road Suite 130 Dana Point, CA 92629 Trustee From 1995 to 1999, Chairman and Chief Executive Officer of the Allstate Corporation ("Allstate") and Allstate Insurance Company. From 1994 to 1995, President and Chief Executive Officer of Allstate. Prior to 1994, various management positions at Allstate. Trustee/Managing General Partner of funds in the Fund Complex. Director since 1998 and member of the governance and nominating committee, executive committee, compensation and management development committee and equity award committee, of Amgen Inc., a biotechnological company. Director since 1999 and member of the nominating and governance committee and compensation and executive committee, of Valero Energy Corporation, a crude oil refining and marketing company. Previously, from 2006 to 2007, Director and member of the compensation committee and audit committee, of H&R Block, a tax preparation services company. |
| 2012-06-14 | Jerry D. Choate. Mr. Choate has been a member of the Board of one or more funds in the Invesco fund complex since 2003. The Board believes that Mr. Choate's experience as the chairman and chief executive officer of a public company and a director of several public companies, his service as a Trustee of the funds in the Invesco fund complex and his experience as a director of other investment companies benefits the Funds. |
| 2013-06-20 | Jerry D. Choate (1938) Trustee Retired. From 1995 to 1999, Chairman and Chief Executive Officer of the Allstate Corporation (Allstate) and Allstate Insurance Company. From 1994 to 1995, President and Chief Executive Officer of Allstate. Prior to 1994, various management positions at Allstate. Trustee/Managing General Partner of funds in the Fund Complex. Director since 1998 and member of the governance and nominating committee, executive committee, compensation and management development committee and equity award committee, of Amgen Inc., a biotechnological company. Director since 1999 and member of the nominating and governance committee and compensation and executive committee, of Valero Energy Corporation, a crude oil refining and marketing company. Previously, from 2006 to 2007, Director and member of the compensation committee and audit committee, of H&R Block, a tax preparation services company. Compensation: $63,687 from the Funds, $86,000 from the Fund Complex. |
| Filing Date | Source Excerpt |
|---|---|
| 2003-05-27 | Jerry D. Choate(1) (64) Trustee/Director of funds in the Open-End Fund Complex. Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation. |
| 2004-05-18 | Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation ("Allstate") and Allstate Insurance Company. |
| 2005-10-05 | Jerry D. Choate(1) (67) Trustee Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation. |
| 2006-05-19 | Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation and Allstate Insurance Company. |
| 2007-05-10 | Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation and Allstate Insurance Company. Prior to January 1995, President and Chief Executive Officer of Allstate. |
| 2008-05-08 | Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation ("Allstate") and Allstate Insurance Company. |
| 2009-05-05 | Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation (Allstate) and Allstate Insurance Company. |
| 2010-06-11 | From 1995 to 1999, Chairman and Chief Executive Officer of the Allstate Corporation ("Allstate") and Allstate Insurance Company. |
| 2011-05-16 | From 1995 to 1999, Chairman and Chief Executive Officer of the Allstate Corporation ("Allstate") and Allstate Insurance Company. |
| 2012-07-03 | Mr. Choate has been a member of the Board of one or more funds in the Invesco fund complex since 2003... The Board believes that Mr. Choate's experience as the chairman and chief executive officer of a public company and a director of several public companies benefits the Acquiring Fund. |
| 2013-06-20 | Retired. From 1995 to 1999, Chairman and Chief Executive Officer of the Allstate Corporation ("Allstate") and Allstate Insurance Company. From 1994 to 1995, President and Chief Executive Officer of Allstate. Prior to 1994, various management positions at Allstate. |
| Filing Date | Source Excerpt |
|---|---|
| 2003-05-27 | Jerry D. Choate(1) (64) Trustee/Director of funds in the Open-End Fund Complex. Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation ("Allstate") and Allstate Insurance Company. ... Each of the New Nominees for Trustee was not a trustee of any of the Funds during such Fund's most recently completed fiscal year ended in 2002 and thus received no compensation from the Funds. |
| 2004-05-18 | Jerry D. Choate(1) (65) Trustee Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation. Trustee/Director/Managing General Partner of funds in the Fund Complex. Audit committee consists of J. Miles Branagan, Jerry D. Choate and R. Craig Kennedy. Compensation Table shows $173,290 total compensation. |
| 2005-10-05 | Jerry D. Choate(1) (67) Trustee + Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation ... Trustee/Director/Managing General Partner of funds in the Fund Complex. ... The audit committee consists of Jerry D. Choate, Rod Dammeyer and R. Craig Kennedy. |
| 2008-05-08 | Jerry D. Choate(1) (69) Trustee Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation. Audit committee member. Total compensation $191,268. |
| 2009-06-09 | Jerry D. Choate (70) 33971 Selva Road Suite 130 Dana Point, CA 92629 Trustee Trustee since 2003 Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation. Trustee/Director/Managing General Partner of funds in the Fund Complex. The audit committee consists of Messrs. Choate, Dammeyer and Kennedy. Compensation Table shows Jerry D. Choate compensation from Fund Complex as $105,000 plus $721 from Fund and $105,506 pension. |
| 2010-06-11 | Jerry D. Choate (71) ... Trustee ... From 1995 to 1999, Chairman and Chief Executive Officer of the Allstate Corporation ... Trustee/Managing General Partner of funds in the Fund Complex. ... The audit committee consists of Messrs. Choate, Dammeyer and Kennedy. ... Compensation Table: Jerry D. Choate - $105,000 annual compensation. |
| 2011-05-16 | Jerry D. Choate (72) ... Trustee ... Chairman and Chief Executive Officer of the Allstate Corporation ... Trustee/Managing General Partner of funds in the Fund Complex ... audit committee ... 161,332 |
| 2013-06-20 | Jerry D. Choate (1938) Trustee Independent Trustee Retired. Former Chairman and CEO of Allstate Corporation. Member of the governance and nominating committee, executive committee, compensation and management development committee and equity award committee of Amgen Inc. Trustee compensation: $63,687 from the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2003-05-27 | Jerry D. Choate(1) (64) Trustee/Director of funds in the Open-End Fund Complex. Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation. |
| 2004-05-18 | Jerry D. Choate(1) (65) Trustee Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation ("Allstate") and Allstate Insurance Company. |
| 2005-10-05 | Jerry D. Choate(1) (67) Trustee Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation. |
| 2006-05-19 | Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation and Allstate Insurance Company. Prior to January 1995, President and Chief Executive Officer of Allstate. |
| 2007-05-10 | Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation ("Allstate") and Allstate Insurance Company. |
| 2008-05-08 | Jerry D. Choate(1) (69) Trustee Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation ("Allstate") and Allstate Insurance Company. |
| 2009-05-05 | Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation (Allstate) and Allstate Insurance Company. |
| 2010-06-11 | From 1995 to 1999, Chairman and Chief Executive Officer of the Allstate Corporation ("Allstate") and Allstate Insurance Company. |
| 2011-05-16 | From 1995 to 1999, Chairman and Chief Executive Officer of the Allstate Corporation ("Allstate") and Allstate Insurance Company. |
| 2013-06-20 | Retired. From 1995 to 1999, Chairman and Chief Executive Officer of the Allstate Corporation and Allstate Insurance Company. From 1994 to 1995, President and Chief Executive Officer of Allstate. Prior to 1994, various management positions at Allstate. |
| Filing Date | Source Excerpt |
|---|---|
| 2003-05-27 | Jerry D. Choate(1) (64) Trustee/Director of funds in the Open-End Fund Complex. Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation... Each of the New Nominees for Trustee was not a trustee of any of the Funds during such Fund's most recently completed fiscal year ended in 2002 and thus received no compensation from the Funds. |
| 2004-05-18 | Jerry D. Choate(1) (65) Trustee Prior Chairman and CEO of Allstate Corporation. Trustee/Director/Managing General Partner of funds in the Fund Complex. Audit committee member. Total compensation $173,290. |
| 2005-10-05 | Jerry D. Choate(1) (67) Trustee + Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation ("Allstate") and Allstate Insurance Company. Prior to January 1995, President and Chief Executive Officer of Allstate. Prior to August 1994, various management positions at Allstate. NAME, AGE AND ADDRESS OTHER DIRECTORSHIPS OF TRUSTEE HELD BY TRUSTEE Jerry D. Choate(1) (67) Trustee/Director/Managing General Partner of funds in the Fund Complex. Director of Amgen Inc., a biotechnological company, and Director of Valero Energy Corporation, an independent refining company. |
| 2006-05-19 | Jerry D. Choate(1) (67) Trustee + Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation ("Allstate") and Allstate Insurance Company. Prior to January 1995, President and Chief Executive Officer of Allstate. Prior to August 1994, various management positions at Allstate. |
| 2007-05-10 | Jerry D. Choate(1) (68) Trustee Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation ... Trustee/Director/Managing General Partner of funds in the Fund Complex. ... Audit committee consists of Messrs. Choate, Dammeyer and Kennedy. ... COMPENSATION TABLE: Jerry D. Choate $80,600. |
| 2008-05-08 | Jerry D. Choate(1) (69) Trustee Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation. Audit committee member. Total compensation $191,268. |
| 2009-05-05 | Jerry D. Choate (70) 33971 Selva Road Suite 130 Dana Point, CA 92629 Trustee Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation ("Allstate") and Allstate Insurance Company. Trustee/Director/Managing General Partner of funds in the Fund Complex. Director of Amgen Inc., a biotechnological company, and Valero Energy Corporation, an independent refining company. Audit committee member. Compensation Table shows total compensation including fund expenses $105,506, aggregate pension or retirement benefits $105,000, aggregate estimated annual benefits $228,531. |
| 2010-06-11 | Jerry D. Choate (71) From 1995 to 1999, Chairman and Chief Executive Officer of the Allstate Corporation. Trustee/Managing General Partner of funds in the Fund Complex. Member of the audit committee. |
| 2011-05-16 | Jerry D. Choate (72) ... Trustee ... Chairman and Chief Executive Officer of the Allstate Corporation ... Trustee/Managing General Partner of funds in the Fund Complex ... audit committee ... 161,332 |
| 2012-07-03 | Jerry D. Choate. Independent Trustee. Trustee of the Funds. Member of the Audit Committee. Compensation: $6,187 from the Acquiring Fund, $83,000 from Fund Complex. |
| 2013-06-20 | Jerry D. Choate (1938) Trustee Retired. From 1995 to 1999, Chairman and Chief Executive Officer of the Allstate Corporation (Allstate) and Allstate Insurance Company. From 1994 to 1995, President and Chief Executive Officer of Allstate. Prior to 1994, various management positions at Allstate. Trustee/Managing General Partner of funds in the Fund Complex. Director since 1998 and member of the governance and nominating committee, executive committee, compensation and management development committee and equity award committee, of Amgen Inc., a biotechnological company. Director since 1999 and member of the nominating and governance committee and compensation and executive committee, of Valero Energy Corporation, a crude oil refining and marketing company. Previously, from 2006 to 2007, Director and member of the compensation committee and audit committee, of H&R Block, a tax preparation services company. |
| Filing Date | Source Excerpt |
|---|---|
| 2003-05-27 | Jerry D. Choate(1) Trustee/Director of funds in the Open-End Fund Complex. Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation. |
| 2004-05-18 | Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation and Allstate Insurance Company. |
| 2005-10-05 | Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation. Director of Amgen Inc., a biotechnological company, and Director of Valero Energy Corporation. |
| 2006-05-19 | Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation. |
| 2007-05-10 | Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation and Allstate Insurance Company. |
| 2008-05-08 | Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation ("Allstate") and Allstate Insurance Company. |
| 2009-05-05 | Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation (Allstate) and Allstate Insurance Company. |
| 2010-06-11 | From 1995 to 1999, Chairman and Chief Executive Officer of the Allstate Corporation ("Allstate") and Allstate Insurance Company. |
| 2011-05-16 | From 1995 to 1999, Chairman and Chief Executive Officer of the Allstate Corporation ("Allstate") and Allstate Insurance Company. |
| 2012-06-14 | Jerry D. Choate. Mr. Choate has been a member of the Board of one or more funds in the Invesco fund complex since 2003. The Board believes that Mr. Choate's experience as the chairman and chief executive officer of a public company and a director of several public companies, his service as a Trustee of the funds in the Invesco fund complex and his experience as a director of other investment companies benefits the Funds. |
| 2013-06-20 | Retired. From 1995 to 1999, Chairman and Chief Executive Officer of the Allstate Corporation and Allstate Insurance Company. Director since 1998 and member of the governance and nominating committee, executive committee, compensation and management development committee and equity award committee, of Amgen Inc., a biotechnological company. |
| Filing Date | Source Excerpt |
|---|---|
| 2003-05-27 | Jerry D. Choate(1) (64) Trustee/Director of funds in the Open-End Fund Complex. Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation. |
| 2004-05-18 | Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation ("Allstate") and Allstate Insurance Company. |
| 2005-10-05 | Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation. Director of Amgen Inc., a biotechnological company, and Director of Valero Energy Corporation. |
| 2006-05-19 | Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation ("Allstate") and Allstate Insurance Company. |
| 2007-05-10 | Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation. |
| 2008-05-08 | Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation and Allstate Insurance Company. |
| 2009-05-05 | Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation (Allstate) and Allstate Insurance Company. |
| 2010-06-11 | From 1995 to 1999, Chairman and Chief Executive Officer of the Allstate Corporation ("Allstate") and Allstate Insurance Company. |
| 2011-05-16 | From 1995 to 1999, Chairman and Chief Executive Officer of the Allstate Corporation ("Allstate") and Allstate Insurance Company. |
| 2012-06-14 | Jerry D. Choate. Mr. Choate has been a member of the Board of one or more funds in the Invesco fund complex since 2003. The Board believes that Mr. Choate's experience as the chairman and chief executive officer of a public company and a director of several public companies, his service as a Trustee of the funds in the Invesco fund complex and his experience as a director of other investment companies benefits the Funds. |
| 2013-06-20 | Retired. From 1995 to 1999, Chairman and Chief Executive Officer of the Allstate Corporation ("Allstate") and Allstate Insurance Company. From 1994 to 1995, President and Chief Executive Officer of Allstate. Prior to 1994, various management positions at Allstate. |
| Filing Date | Source Excerpt |
|---|---|
| 2003-05-27 | Jerry D. Choate(1) Trustee/Director of funds in the Open-End Fund Complex. Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation. |
| 2004-05-18 | Jerry D. Choate(1) (65) Trustee Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation ("Allstate") and Allstate Insurance Company. |
| 2005-10-05 | Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation. Director of Amgen Inc., a biotechnological company, and Director of Valero Energy Corporation. |
| 2006-05-19 | Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation ("Allstate") and Allstate Insurance Company. Director of Amgen Inc., a biotechnological company, and Director of Valero Energy Corporation, an independent refining company. |
| 2007-05-10 | Jerry D. Choate(1) (68) Trustee Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation. |
| 2008-05-08 | Jerry D. Choate(1) (69) Trustee Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation. |
| 2009-05-05 | Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation ("Allstate") and Allstate Insurance Company. |
| 2010-06-11 | Jerry D. Choate (71) ... From 1995 to 1999, Chairman and Chief Executive Officer of the Allstate Corporation ("Allstate") and Allstate Insurance Company. |
| 2011-05-16 | From 1995 to 1999, Chairman and Chief Executive Officer of the Allstate Corporation ("Allstate") and Allstate Insurance Company. |
| 2013-06-20 | Retired. From 1995 to 1999, Chairman and Chief Executive Officer of the Allstate Corporation and Allstate Insurance Company. From 1994 to 1995, President and Chief Executive Officer of Allstate. Prior to 1994, various management positions at Allstate. |
Data sourced from SEC filings. Last updated: 2025-12-07