Corporate Board Profile
Tech Score: 0/100
| 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 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. |
| 2005-10-05 | 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. |
| 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. ... COMPENSATION TABLE: Jerry D. Choate $80,600 ... BOARD COMMITTEES AND MEETINGS: audit committee consists of Messrs. Choate, Dammeyer and Kennedy. |
| 2008-05-08 | Jerry D. Choate(1) (69) Trustee Prior to January 1999, Chairman and Chief Executive Officer of Allstate Corporation. Annual compensation $191,268. Audit committee member. |
| 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) ... Trustee ... From 1995 to 1999, Chairman and Chief Executive Officer of the Allstate Corporation ... 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. ... The audit committee consists of Messrs. Choate, Dammeyer and Kennedy. ... Compensation Table: Jerry D. Choate, Annual Compensation: $105,000. |
| 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 Independent Trustee Retired. Chairman and Chief Executive Officer of the Allstate Corporation. Trustee compensation from the Funds $63,687. |
| 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 ... 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 ("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 ... Trustee/Director/Managing General Partner of funds in the Fund Complex. ... COMPENSATION TABLE ... Jerry D. Choate......... $95,781 ... BOARD COMMITTEES AND MEETINGS ... The audit committee consists of Messrs. Choate, Dammeyer and Kennedy. |
| 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. ... COMPENSATION TABLE ... Jerry D. Choate......... $80,600 ... BOARD COMMITTEES AND MEETINGS ... The audit committee consists of Messrs. Choate, Dammeyer and 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. |
| 2009-05-05 | 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 $105,506 from Fund Complex, $105,000 aggregate pension or retirement benefits, and $228,531 aggregate estimated annual benefits. |
| 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) 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. |
| 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 ("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 CEO of Allstate. No compensation from the Funds as a new nominee. |
| 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 ("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. REMUNERATION OF TRUSTEES The compensation of Trustees and executive officers that are affiliated persons (as defined in 1940 Act) of Asset Management or Van Kampen is paid by the respective entity. The funds in the Fund Complex, including the Funds, pay the non-affiliated Trustees an annual retainer and meeting fees. Each fund in the Fund Complex (except the Van Kampen Exchange Fund) provides a deferred compensation plan to its non-affiliated Trustees that allows such Trustees to defer receipt of compensation and earn a return on such deferred amounts based upon the return of the common shares of the funds in the Fund Complex as selected by the respective non-affiliated Trustees. Each fund in the Fund Complex (except the Van Kampen Exchange Fund) also provides a retirement plan to its non-affiliated Trustees that provides non-affiliated Trustees with compensation after retirement, provided that certain eligibility requirements are met as more fully described below. Each non-affiliated Trustee generally can elect to defer receipt of all or a portion of the compensation earned by such non-affiliated Trustee until retirement. Amounts deferred are retained by the respective fund and earn a rate of return determined by reference to the return on the common shares of such fund or other funds in the Fund Complex as selected by the respective non-affiliated Trustee, with the same economic effect as if such non-affiliated Trustee had invested in one or more funds in the Fund Complex, including the Funds. To the extent permitted by the 1940 Act, each Fund may invest in securities of those funds selected by the non-affiliated Trustees in order to match the deferred compensation obligation. The deferred compensation plan is not funded and obligations thereunder represent general unsecured claims against the general assets of the respective Fund. Each Fund has adopted a retirement plan. Under the retirement plan, a non-affiliated Trustee who is receiving Trustee's compensation from a Fund prior to such non-affiliated Trustee's retirement, has at least 10 years of service (including years of service prior to adoption of the retirement plan) for such Fund and retires at or after attaining the age of 60, is eligible to receive a retirement benefit each year for ten years following such Trustee's retirement from such Fund. Non-affiliated Trustees retiring prior to the age of 60 or with fewer than 10 years but more than 5 years of service may receive reduced retirement benefits from a Fund. Each Trustee has served as a member of each Fund's Board of Trustees since the year of such Trustee's appointment or election as set forth on Annex C to this Proxy Statement. COMPENSATION TABLE FUND COMPLEX ---------------------------------------------------------- TOTAL COMPENSATION AGGREGATE AGGREGATE PENSION OR AGGREGATE ESTIMATED BEFORE COMPENSATION RETIREMENT BENEFITS ANNUAL BENEFITS DEFERRAL FROM FROM EACH ACCRUED AS PART OF UPON FUND NAME(1) FUND(2) EXPENSES(3) RETIREMENT(4) COMPLEX(5) ------- ------------ -------------------- ------------------- ------------- INDEPENDENT TRUSTEES Jerry D. Choate......... (2) 82,527........ 126,000 200,002 BOARD COMMITTEES AND MEETINGS Each Fund's Board of Trustees has three standing committees (an audit committee, a brokerage and services committee and a governance committee). Each committee is comprised solely of "Independent Trustees", which is defined for purposes herein as trustees who: (1) are not "interested persons" of the Fund as defined by the 1940 Act and (2) are "independent" of the respective Fund as defined by the New York Stock Exchange, American Stock Exchange and Chicago Stock Exchange listing standards. Each Board's audit committee consists of Jerry D. Choate, Rod Dammeyer and R. Craig Kennedy. In addition to being Independent Trustees as defined above, each of these Trustees also meets the additional independence requirements for audit committee members as defined by the New York Stock Exchange, American Stock Exchange and Chicago Stock Exchange listing standards. |
| 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 ... The audit committee consists of Messrs. Choate, Dammeyer and Kennedy. |
| 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) ... Trustee ... 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 ... Audit committee consists of Messrs. Choate, Dammeyer and Kennedy. ... Compensation Table: Jerry D. Choate, Annual Compensation $105,000. |
| 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. |
| 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) (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) (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 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 ... Trustee/Director/Managing General Partner of funds in the Fund Complex. ... COMPENSATION TABLE ... Jerry D. Choate......... $95,781 ... BOARD COMMITTEES AND MEETINGS ... The audit committee consists of Messrs. Choate, Dammeyer and Kennedy. |
| 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. ... COMPENSATION TABLE ... Jerry D. Choate......... $80,600 ... BOARD COMMITTEES AND MEETINGS ... The audit committee consists of Messrs. Choate, Dammeyer and 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. |
| 2009-05-05 | 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: $105,506 Fund Complex Compensation + $105,000 Aggregate Pension or Retirement Benefits + $228,531 Aggregate Estimated Annual Benefits. Board Committees: Audit committee consists of Messrs. Choate, Dammeyer and Kennedy. |
| 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) 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. |
| 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 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.
REMUNERATION OF TRUSTEES
The compensation of Trustees and executive officers that are affiliated
persons (as defined in 1940 Act) of Asset Management or Van Kampen is paid by
the respective affiliated entity. The funds in the Fund Complex, including the
Funds, pay the non-affiliated Trustees an annual retainer and meeting fees for
services to funds in the Fund Complex.
Each fund in the Fund Complex (except the Van Kampen Exchange Fund) provides a
deferred compensation plan to its non-affiliated Trustees that allows such
Trustees to defer receipt of compensation and earn a return on such deferred
amounts based upon the return of the common shares of the funds in the Fund
Complex as selected by the respective non-affiliated Trustees. Each fund in the
Fund Complex (except the Van Kampen Exchange Fund) also provides a retirement
plan to its non-affiliated Trustees that provides non-affiliated Trustees with
compensation after retirement, provided that certain eligibility requirements
are met as more fully described below.
Each non-affiliated Trustee generally can elect to defer receipt of all or a
portion of the compensation earned by such non-affiliated Trustee until
retirement. Amounts deferred are retained by the respective fund and earn a rate
of return determined by reference to the return on the common shares of such
fund or other funds in the Fund Complex as selected by the respective
non-affiliated Trustee, with the same economic effect as if such non-affiliated
Trustee had invested in one or more funds in the Fund Complex, including the
Funds. To the extent permitted by the 1940 Act, each Fund may invest in
securities of those funds selected by the non-affiliated Trustees in order to
match the deferred compensation obligation. The deferred compensation plan is
not funded and obligations thereunder represent general unsecured claims against
the general assets of the respective Fund.
Each Fund has adopted a retirement plan. Under the retirement plan, a
non-affiliated Trustee who is receiving Trustee's compensation from a Fund prior
to such non-affiliated Trustee's retirement, has at least 10 years of service
(including years of service prior to adoption of the retirement plan) for such
Fund and retires at or after attaining the age of 60, is eligible to receive a
retirement benefit each year for ten years following such Trustee's retirement
from such Fund. Non-affiliated Trustees retiring prior to the age of 60 or with
fewer than 10 years but more than 5 years of service may receive reduced
retirement benefits from a Fund. Each Trustee has served as a member of each
Fund's Board of Trustees since the year of such Trustee's appointment or
election as set forth on Annex C to this Proxy Statement.
COMPENSATION TABLE
FUND COMPLEX
----------------------------------------------------------
TOTAL
COMPENSATION
AGGREGATE AGGREGATE PENSION OR AGGREGATE ESTIMATED BEFORE
COMPENSATION RETIREMENT BENEFITS ANNUAL BENEFITS DEFERRAL FROM
FROM EACH ACCRUED AS PART OF UPON FUND
NAME(1) FUND(2) EXPENSES(3) RETIREMENT(4) COMPLEX(5)
------- ------------ -------------------- ------------------- -------------
|
| 2007-05-10 | Jerry D. Choate(1) (68) Trustee + Prior to January 1999, Chairman and Chief Executive Officer of the Allstate Corporation ... Each Board's audit committee consists of Messrs. Choate, Dammeyer and Kennedy. ... Jerry D. Choate......... $80,600 |
| 2008-05-08 | Jerry D. Choate(1) (69) Trustee Prior Chairman and CEO of 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 $105,506 from Fund Complex, $105,000 pension, $228,531 estimated annual benefits. |
| 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. ... member of the governance and nominating committee, executive committee, compensation and management development committee and equity award committee, of Amgen Inc. |
| 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. |
| 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 Jerry D. Choate total annual 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.
...
Each Board's audit committee consists of Messrs. Choate, Dammeyer and Kennedy.
In addition to being Independent Trustees as defined above, each of these
Trustees also meets the additional independence requirements for audit committee
members as defined by the New York Stock Exchange, American Stock Exchange and
Chicago Stock Exchange listing standards.
...
COMPENSATION TABLE
Data sourced from SEC filings. Last updated: 2026-02-03 |