Corporate Board Profile
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| Filing Date | Source Excerpt |
|---|---|
| 2009-08-26 | John P. Kavanaugh(born 11/04/54) Trustee January 2009 Private investor; The Hanover Insurance Group, Inc., Vice President and Chief Investment Officer; Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Pricing Committee, Services Contracts Committee |
| 2010-08-25 | John P. Kavanaugh(55) Trustee January 2009 2011 Private investor; The Hanover Insurance Group, Inc., Vice President and Chief Investment Officer (until 2006) ... Audit Committee: Butler*, Kavanaugh*, Sherratt*, Thomsen*, and Uek* ... Contracts Review Committee: All Independent Trustees of the Board (Butler, Cohn, Goldfarb, Gunning, Gutow, Hegarty, Kavanaugh, Sherratt, Thomsen, and Uek) ... Pricing Committee: Hegarty*, Kavanaugh*, Thomsen*, and Uek* ... Services Contracts Committee: All Independent Trustees of the Board (Butler, Cohn, Goldfarb, Gunning, Gutow Hegarty, Kavanaugh, Sharratt, Thomsen, and Uek) ... Total Cash Compensation: $217,853 |
| 2011-08-24 | John P. Kavanaugh (Age 56) Trustee January 2009 2012 2014 Private investor; The Hanover Insurance Group, Inc., Vice President and Chief Investment Officer (until 2006); Allmerica Investment Trust, Allmerica Securities Trust and Opus Investment Trust (investment companies), Chairman, President and Trustee (until 2006) |
| 2012-09-20 | John P. Kavanaugh (Age 57) Trustee January 2009 2012 2014 Private investor |
| 2013-08-22 | John P. Kavanaugh (Age 58) Trustee January 2009 2013 2014 Private investor |
| 2014-08-22 | John P. Kavanaugh (Age 59) Trustee January 2009 2014 Private investor |
| 2015-08-21 | John P. Kavanaugh (Age 60) Trustee January 2009 2015 2017 Private investor |
| 2016-08-19 | John P. Kavanaugh (Age 61) Trustee January 2009 2016 2017 Private investor |
| 2017-08-24 | John P. Kavanaugh (Age 62) Trustee and Vice Chair of Trustees January 2009 2017 Private investor |
| 2018-08-23 | John P. Kavanaugh (Age 63) Trustee and Chair of Trustees January 2009 2018 2020 Private investor |
| 2019-08-22 | John P. Kavanaugh (Age 64) Trustee and Chair of Trustees January 2009 2019 2020 Private investor Independent Trustees; Audit Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee; Total Trustee Compensation Paid by Trust and Fund Complex $438,029 |
| 2020-08-20 | John P. Kavanaugh (Age 65) Trustee and Chair of Trustees January 2009 2020 Private investor Independent Trustee. Committees: Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee. Total Trustee Compensation Paid by Trust and Fund Complex: $445,809. |
| 2021-08-27 | John P. Kavanaugh (age 66) Trustee and Chair of Trustees since January 2009, Private investor, Chair of the Board, member of Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee |
| 2022-08-26 | John P. Kavanaugh (age 67) Trustee and Chair of Trustees January 2009 2022 2023 Private investor Audit Committee Nomination and Compensation Committee Portfolio Trading and Marketing Review Committee Total Trustee Compensation Paid by Trust and Fund Complex $478,500 |
| 2023-08-30 | John P. Kavanaugh (age 68) Trustee and Chair of Trustees January 2009 2023 Private investor |
| 2024-08-23 | John P. Kavanaugh (age 69) Trustee and Chair of Trustees January 2009 2024 2026 Private investor Nomination and Compensation Committee, Compliance Committee, Contracts Review Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee |
| Filing Date | Source Excerpt |
|---|---|
| 2009-08-26 | John P. Kavanaugh (born 11/04/54) - Private investor; The Hanover Insurance Group, Inc., Vice President and Chief Investment Officer (until 2006); Allmerica Investment Trust, Allmerica Securities Trust and Opus Investment Trust (investment companies), Chairman, President and Trustee (until 2006) |
| 2010-08-25 | Mr. Kavanaugh has substantial executive, investment management, and board experience at firms within the investment management industry, as well as board experience for other investment company families. Mr. Kavanaugh was the Vice President and Chief Investment Officer of The Hanover Insurance Group, Inc., and the President of Opus Investment Management, Inc., an investment adviser. |
| 2011-08-24 | Mr. Kavanaugh has substantial executive, investment management, and board experience at firms within the investment management industry, as well as board experience for other investment company families. Mr. Kavanaugh was the Vice President and Chief Investment Officer of The Hanover Insurance Group, Inc., and the President and Chairman of Opus Investment Management, Inc., an investment adviser. |
| 2012-09-20 | Mr. Kavanaugh was Vice President and Chief Investment Officer of The Hanover Insurance Group, Inc., and President and Chairman of Opus Investment Management, Inc. |
| 2013-08-22 | Mr. Kavanaugh was the Vice President and Chief Investment Officer of The Hanover Insurance Group, Inc., and the President and Chairman of Opus Investment Management, Inc., an investment adviser. |
| 2014-08-22 | Mr. Kavanaugh has substantial executive, investment management, and board experience at firms within the investment management and mutual fund industry. He was the Chief Investment Officer of The Hanover Insurance Group, Inc. and the President and Chairman of Opus Investment Management, Inc., an investment adviser. Mr. Kavanaugh held research and portfolio management positions with Allmerica Financial and PruCapital, Inc. He is a Chartered Financial Analyst and currently serves on the board of the Independent Directors Council, a unit of the Investment Company Institute which serves the mutual fund independent director community. |
| 2015-08-21 | Mr. Kavanaugh has substantial executive, investment management, and board experience at firms within the investment management and mutual fund industry. He was the Chief Investment Officer of The Hanover Insurance Group, Inc., and the President and Chairman of Opus Investment Management, Inc. |
| 2017-08-24 | Mr. Kavanaugh has substantial executive, investment management, and board experience at firms within the investment management and mutual fund industry. He was the Chief Investment Officer of The Hanover Insurance Group, Inc., and the President and Chairman of Opus Investment Management, Inc., an investment adviser. |
| 2018-08-23 | Mr. Kavanaugh has substantial executive, investment management, and board experience at firms within the investment management and mutual fund industry and is a Chartered Financial Analyst. He was the Chief Investment Officer of The Hanover Insurance Group, Inc., and the President and Chairman of Opus Investment Management, Inc., an investment adviser. |
| 2019-08-22 | Mr. Kavanaugh has substantial executive, investment management, and board experience at firms within the investment management and mutual fund industry and is a Chartered Financial Analyst. |
| 2020-08-20 | Mr. Kavanaugh has substantial executive, investment management, and board experience at firms within the investment management and mutual fund industry and is a Chartered Financial Analyst. |
| 2021-08-27 | Mr. Kavanaugh has substantial executive, investment management, and board experience at firms within the investment management and mutual fund industry and is a Chartered Financial Analyst. |
| 2022-08-26 | Mr. Kavanaugh has substantial executive, investment management, and board experience at firms within the investment management and mutual fund industry and is a Chartered Financial Analyst. He was the Chief Investment Officer of The Hanover Insurance Group, Inc., and the President and Chairman of Opus Investment Management, Inc. |
| 2023-08-30 | Mr. Kavanaugh has substantial executive, investment management, and board experience at firms within the investment management and mutual fund industry and is a Chartered Financial Analyst. He was the Chief Investment Officer of The Hanover Insurance Group, Inc., and the President and Chairman of Opus Investment Management, Inc., an investment adviser. |
| 2024-08-23 | Mr. Kavanaugh has substantial executive, investment management, and board experience at firms within the investment management and mutual fund industry and is a Chartered Financial Analyst. He was the Chief Investment Officer of The Hanover Insurance Group, Inc., and the President and Chairman of Opus Investment Management, Inc., an investment adviser. |
| Filing Date | Source Excerpt |
|---|---|
| 2009-08-26 | John P. Kavanaugh(born 11/04/54) Trustee January 2009 2010 2011 Private investor |
| 2010-08-25 | John P. Kavanaugh(55) Trustee January 2009 2011 Private investor; The Hanover Insurance Group, Inc., Vice President and Chief Investment Officer (until 2006); Allmerica Investment Trust, Allmerica Securities Trust and Opus Investment Trust (investment companies), Chairman, President and Trustee (until 2006) |
| 2011-08-24 | John P. Kavanaugh (Age 56) Trustee January 2009 2012, 2014 Private investor; The Hanover Insurance Group, Inc., Vice President and Chief Investment Officer (until 2006); Allmerica Investment Trust, Allmerica Securities Trust and Opus Investment Trust, Chairman, President and Trustee (until 2006) |
| 2012-09-20 | John P. Kavanaugh (Age 57) Trustee January 2009 2012 2014 Private investor |
| 2013-08-22 | John P. Kavanaugh (Age 58) Trustee January 2009 2013 2014 Private investor |
| 2014-08-22 | John P. Kavanaugh (Age 59) Trustee January 2009 2014 Private investor |
| 2015-08-21 | John P. Kavanaugh (Age 60) Trustee January 2009 2015 2017 Private investor |
| 2016-08-19 | John P. Kavanaugh (Age 61) Trustee January 2009 2016 2017 Private investor |
| 2017-08-24 | John P. Kavanaugh (Age 62) Trustee and Vice Chair of Trustees January 2009 2017 Private investor |
| 2018-08-23 | John P. Kavanaugh (Age 63) Trustee and Chair of Trustees January 2009 2018 2020 Private investor Independent Trustee Committees: Audit Committee, Nomination and Compensation Committee, Contracts Review Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee Total Trustee Compensation Paid by Trust and Fund Complex: $363,964 |
| 2019-08-22 | John P. Kavanaugh (Age 64) Trustee and Chair of Trustees January 2009 2019 2020 Private investor |
| 2020-08-20 | John P. Kavanaugh (Age 65) Trustee and Chair of Trustees January 2009 2020 Private investor Independent Trustees: John P. Kavanaugh has substantial executive, investment management, and board experience at firms within the investment management and mutual fund industry and is a Chartered Financial Analyst. He was the Chief Investment Officer of The Hanover Insurance Group, Inc., and the President and Chairman of Opus Investment Management, Inc., an investment adviser. Mr. Kavanaugh held research and portfolio management positions with Allmerica Financial and PruCapital, Inc. He previously served on the board of the Independent Directors Council, a unit of the Investment Company Institute which serves the mutual fund independent director community. |
| 2021-08-27 | John P. Kavanaugh (age 66) Trustee and Chair of Trustees January 2009 2021 2023 Private investor. The members of each Trust’s Audit Committee are: Steven E. Buller, James W. Kilman, Jr., Clarence Otis, Jr., and Maryanne L. Roepke. Committees: Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee. Trustee Compensation Table shows total compensation of $470,311. |
| 2022-08-26 | John P. Kavanaugh (age 67) Trustee and Chair of Trustees January 2009 2022 2023 Private investor Audit Committee Financial Expert; Committees: Contracts Review, Nomination and Compensation, Portfolio Trading and Marketing Review; Total Trustee Compensation Paid: $478,500 |
| 2023-08-30 | John P. Kavanaugh (age 68) Trustee and Chair of Trustees. Independent Trustee. Private investor. Compensation: $495,500 total trustee compensation paid by Trust and MFS Fund Complex. |
| 2024-08-23 | John P. Kavanaugh (age 69) Trustee and Chair of Trustees January 2009 2024 2026 Private investor Audit Committee Financial Expert. Committees: Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee. Total Trustee Compensation Paid by Trust and MFS Fund Complex: $536,000. |
| Filing Date | Source Excerpt |
|---|---|
| 2009-08-26 | John P. Kavanaugh(born 11/04/54) Trustee January 2009 Private investor; The Hanover Insurance Group, Inc., Vice President and Chief Investment Officer; Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Pricing Committee, Services Contracts Committee |
| 2010-08-25 | John P. Kavanaugh(55) Trustee January 2009 2011 Private investor ... Audit Committee: Butler*, Kavanaugh*, Sherratt*, Thomsen*, and Uek* ... Contracts Review Committee: All Independent Trustees of the Board (Butler, Cohn, Goldfarb, Gunning, Gutow, Hegarty, Kavanaugh, Sherratt, Thomsen, and Uek) ... Nomination and Compensation Committee: All Independent Trustees of the Board (Butler, Cohn, Goldfarb, Gunning, Gutow, Hegarty, Kavanaugh, Sherratt, Thomsen, and Uek) ... Pricing Committee: Hegarty*, Kavanaugh*, Thomsen*, and Uek* ... Services Contracts Committee: All Independent Trustees of the Board (Butler, Cohn, Goldfarb, Gunning, Gutow Hegarty, Kavanaugh, Sharratt, Thomsen, and Uek) ... Total Cash Compensation: $217,853 |
| 2011-08-24 | John P. Kavanaugh (Age 56) Trustee January 2009 2012 2014 Private investor; The Hanover Insurance Group, Inc., Vice President and Chief Investment Officer (until 2006); Allmerica Investment Trust, Allmerica Securities Trust and Opus Investment Trust (investment companies), Chairman, President and Trustee (until 2006) |
| 2012-09-20 | John P. Kavanaugh (Age 57) Trustee January 2009 2012 2014 Private investor |
| 2013-08-22 | John P. Kavanaugh (Age 58) Trustee January 2009 2013 2014 Private investor |
| 2014-08-22 | John P. Kavanaugh (Age 59) Trustee January 2009 2014 Private investor |
| 2015-08-21 | John P. Kavanaugh (Age 60) Trustee January 2009 2015 2017 Private investor |
| 2016-08-19 | John P. Kavanaugh (Age 61) Trustee January 2009 2016 2017 Private investor |
| 2017-08-24 | John P. Kavanaugh (Age 62) Trustee and Vice Chair of Trustees January 2009 2017 Private investor |
| 2018-08-23 | John P. Kavanaugh (Age 63) Trustee and Chair of Trustees January 2009 2018 2020 Private investor |
| 2019-08-22 | John P. Kavanaugh (Age 64) Trustee and Chair of Trustees January 2009 2019 2020 Private investor Independent Trustees; Audit Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee; Total Trustee Compensation Paid by Trust and Fund Complex $438,029 |
| 2020-08-20 | John P. Kavanaugh (Age 65) Trustee and Chair of Trustees January 2009 2020 Private investor Independent Trustee. Committees: Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee. Total Trustee Compensation Paid by Trust and Fund Complex: $445,809. |
| 2021-08-27 | John P. Kavanaugh (age 66) Trustee and Chair of Trustees January 2009 2021 2023 Private investor |
| 2022-08-26 | John P. Kavanaugh (age 67) Trustee and Chair of Trustees January 2009 Private investor Audit Committee Financial Expert. Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee. Total Trustee Compensation Paid by Trust and Fund Complex: $478,500. |
| 2023-08-30 | John P. Kavanaugh (age 68) Trustee and Chair of Trustees Private investor |
| 2024-08-23 | John P. Kavanaugh (age 69) Trustee and Chair of Trustees January 2009 2024 2026 Private investor Committees: Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee |
| Filing Date | Source Excerpt |
|---|---|
| 2009-08-26 | John P. Kavanaugh(born 11/04/54) Trustee January 2009 2010 2011 Private investor; The Hanover Insurance Group, Inc., Vice President and Chief Investment Officer (until 2006) |
| 2010-08-25 | John P. Kavanaugh(55) Trustee January 2009 2011 Private investor; The Hanover Insurance Group, Inc., Vice President and Chief Investment Officer (until 2006) ... Audit Committee: Butler*, Kavanaugh*, Sherratt*, Thomsen*, and Uek* ... Compliance and Governance Committee: Butler*, Cohn*, Goldfarb*, Gutow*, and Sherratt* ... Contracts Review Committee: All Independent Trustees of the Board (Butler, Cohn, Goldfarb, Gunning, Gutow, Hegarty, Kavanaugh, Sherratt, Thomsen, and Uek) ... Nomination and Compensation Committee: All Independent Trustees of the Board (Butler, Cohn, Goldfarb, Gunning, Gutow, Hegarty, Kavanaugh, Sherratt, Thomsen, and Uek) ... Pricing Committee: Hegarty*, Kavanaugh*, Thomsen*, and Uek* ... Services Contracts Committee: All Independent Trustees of the Board (Butler, Cohn, Goldfarb, Gunning, Gutow Hegarty, Kavanaugh, Sharratt, Thomsen, and Uek) ... Trustee Compensation Table: John P. Kavanaugh total cash compensation $217,853 |
| 2011-08-24 | John P. Kavanaugh (Age 56) Trustee January 2009 2012, 2014 Private investor; The Hanover Insurance Group, Inc., Vice President and Chief Investment Officer (until 2006) |
| 2012-09-20 | John P. Kavanaugh (Age 57) Trustee January 2009 2012 2014 Private investor |
| 2013-08-22 | John P. Kavanaugh (Age 58) Trustee January 2009 2013 2014 Private investor |
| 2014-08-22 | John P. Kavanaugh (Age 59) Trustee January 2009 2014 Private investor |
| 2015-08-21 | John P. Kavanaugh (Age 60) Trustee January 2009 2015 2017 Private investor |
| 2016-08-19 | John P. Kavanaugh (Age 61) Trustee January 2009 2016 2017 Private investor |
| 2017-08-24 | John P. Kavanaugh (Age 62) Trustee and Vice Chair of Trustees January 2009 2017 Private investor |
| 2018-08-23 | John P. Kavanaugh (Age 63) Trustee and Chair of Trustees January 2009 2018 2020 Private investor |
| 2019-08-22 | John P. Kavanaugh (Age 64) Trustee and Chair of Trustees January 2009 2019 2020 Private investor |
| 2020-08-20 | John P. Kavanaugh (Age 65) Trustee and Chair of Trustees January 2009 2020 Private investor Compensation $445,809 |
| 2021-08-27 | John P. Kavanaugh (age 66) Trustee and Chair of Trustees Independent Trustee Private investor. The members of each Trusts Audit Committee are: Steven E. Buller, James W. Kilman, Jr., Clarence Otis, Jr., and Maryanne L. Roepke. The Audit Committee consists only of Independent Trustees. The Nomination and Compensation Committee consists only of Independent Trustees. The Contracts Review Committee and Portfolio Trading and Marketing Review Committee and Services Contracts Committee consist of all Independent Trustees including Kavanaugh. |
| 2022-08-26 | John P. Kavanaugh (age 67) Trustee and Chair of Trustees since January 2009; Private investor; Chartered Financial Analyst; substantial executive, investment management, and board experience. |
| 2023-08-30 | John P. Kavanaugh (age 68) Trustee and Chair of Trustees January 2009 2023 Private investor |
| 2024-08-23 | John P. Kavanaugh (age 69) Trustee and Chair of Trustees January 2009 2024 2026 Private investor Committees: Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee Total Trustee Compensation Paid by Trust and MFS Fund Complex: $536,000 |
| Filing Date | Source Excerpt |
|---|---|
| 2009-08-13 | John P. Kavanaugh (born 11/04/54) Trustee January 2009 2011 Private investor; The Hanover Insurance Group, Inc., Vice President and Chief Investment Officer (until 2006); Allmerica Investment Trust, Chairman, President and Trustee (until 2006). Committees: Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Pricing Committee, Services Contracts Committee. Trustee Fees From Trust N/A, Total Cash Compensation From Trust and Fund Complex N/A. |
| 2010-08-25 | John P. Kavanaugh(55) Trustee January 2009 2011 Private investor; The Hanover Insurance Group, Inc., Vice President and Chief Investment Officer (until 2006); Allmerica Investment Trust, Allmerica Securities Trust and Opus Investment Trust (investment companies), Chairman, President and Trustee (until 2006) |
| 2011-08-24 | John P. Kavanaugh (Age 56) Trustee January 2009 2012 2014 Private investor; The Hanover Insurance Group, Inc., Vice President and Chief Investment Officer (until 2006) |
| 2012-09-20 | John P. Kavanaugh(Age 57) Trustee January 2009 2012 2014 Private investor |
| 2013-08-22 | John P. Kavanaugh (Age 58) Trustee January 2009 2013 2014 Private investor |
| 2014-08-22 | John P. Kavanaugh (Age 59) Trustee January 2009 2014 Private investor |
| 2015-08-21 | John P. Kavanaugh (Age 60) Trustee January 2009 2015 2017 Private investor |
| 2016-08-19 | John P. Kavanaugh (Age 61) Trustee January 2009 2016 2017 Private investor |
| 2017-08-24 | John P. Kavanaugh (Age 62) Trustee and Vice Chair of Trustees January 2009 2017 Private investor |
| 2018-08-23 | John P. Kavanaugh (Age 63) Trustee and Chair of Trustees January 2009 2018 2020 Private investor |
| 2019-08-22 | John P. Kavanaugh (Age 64) Trustee and Chair of Trustees January 2009 2019 2020 Private investor Independent Trustees. Although Mr. Kavanaugh is not a member of all Committees of the Board, he is invited to and attends many of the Committees meetings in his capacity as Chair of the Board. Interested Trustees receive no compensation from any Trust for their services as Trustees. |
| 2020-08-20 | John P. Kavanaugh (Age 65) Trustee and Chair of Trustees January 2009 2020 Private investor Independent Trustee. Committees: Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee. Total Trustee Compensation Paid by Trust and Fund Complex: $445,809 |
| 2021-08-27 | John P. Kavanaugh (age 66) Trustee and Chair of Trustees since January 2009, Private investor, Chair of the Board, member of Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee |
| 2022-08-26 | John P. Kavanaugh (age 67) Trustee and Chair of Trustees January 2009 Private investor Audit Committee Financial Expert. Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee. Total Trustee Compensation Paid by Trust and Fund Complex: $478,500. |
| 2023-08-30 | John P. Kavanaugh (age 68) Trustee and Chair of Trustees Private investor |
| 2024-08-23 | John P. Kavanaugh (age 69) Trustee and Chair of Trustees January 2009 2024 2026 Private investor Committees: Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee Compensation: $536,000 total annual compensation. |
| Filing Date | Source Excerpt |
|---|---|
| 2009-08-26 | John P. Kavanaugh(born 11/04/54) Trustee January 2009 2010 2011 Private investor |
| 2010-08-25 | John P. Kavanaugh(55) Trustee January 2009 2011 Private investor; The Hanover Insurance Group, Inc., Vice President and Chief Investment Officer (until 2006); Allmerica Investment Trust, Allmerica Securities Trust and Opus Investment Trust (investment companies), Chairman, President and Trustee (until 2006) ... TrusteeFeesFromTrust $ 217,853 |
| 2011-08-24 | John P. Kavanaugh (Age 56) Trustee since January 2009. Committees: Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Pricing Committee, Services Contracts Committee. |
| 2012-09-20 | John P. Kavanaugh (Age 57) Trustee January 2009 2012 2014 Private investor |
| 2013-08-22 | John P. Kavanaugh (Age 58) Trustee January 2009 2013 2014 Private investor |
| 2014-08-22 | John P. Kavanaugh (Age 59) Trustee January 2009 2014 Private investor |
| 2015-08-21 | John P. Kavanaugh (Age 60) Trustee January 2009 2015 2017 Private investor |
| 2016-08-19 | John P. Kavanaugh (Age 61) Trustee January 2009 2016 2017 Private investor |
| 2017-08-24 | John P. Kavanaugh (Age 62) Trustee and Vice Chair of Trustees since January 2009; private investor; member of Audit Committee, Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee; total compensation $356,238. |
| 2018-08-23 | John P. Kavanaugh (Age 63) Trustee and Chair of Trustees January 2009 2018 2020 Private investor |
| 2019-08-22 | John P. Kavanaugh (Age 64) Trustee and Chair of Trustees January 2009 2019 2020 Private investor |
| 2020-08-20 | John P. Kavanaugh (Age 65) Trustee and Chair of Trustees January 2009 2020 Private investor |
| 2021-08-27 | John P. Kavanaugh (age 66) Trustee and Chair of Trustees since January 2009, Private investor, member of Audit Committee, Nomination and Compensation Committee, Contracts Review Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee |
| 2022-08-26 | John P. Kavanaugh (age 67) Trustee and Chair of Trustees January 2009 2022 2023 Private investor Audit Committee Nomination and Compensation Committee Portfolio Trading and Marketing Review Committee Total Trustee Compensation Paid by Trust and Fund Complex $478,500 |
| 2023-08-30 | John P. Kavanaugh (age 68) Trustee and Chair of Trustees, Private investor, Compensation $495,500 |
| 2024-08-23 | John P. Kavanaugh (age 69) Trustee and Chair of Trustees since January 2009; Private investor; Committees: Nomination and Compensation, Compliance, Contracts Review, Portfolio Trading and Marketing Review, Pricing; Total Trustee Compensation Paid by Trust and MFS Fund Complex: $536,000. |
| Filing Date | Source Excerpt |
|---|---|
| 2009-08-26 | John P. Kavanaugh(born 11/04/54) Trustee January 2009 2010 2011 Private investor |
| 2010-08-25 | John P. Kavanaugh(55) Trustee January 2009 2011 Private investor; The Hanover Insurance Group, Inc., Vice President and Chief Investment Officer (until 2006); Allmerica Investment Trust, Allmerica Securities Trust and Opus Investment Trust (investment companies), Chairman, President and Trustee (until 2006) |
| 2011-08-24 | John P. Kavanaugh (Age 56) Trustee January 2009 2012 2014 Private investor; The Hanover Insurance Group, Inc., Vice President and Chief Investment Officer (until 2006) |
| 2012-09-20 | John P. Kavanaugh (Age 57) Trustee January 2009 2012 2014 Private investor |
| 2013-08-22 | John P. Kavanaugh (Age 58) Trustee January 2009 2013 2014 Private investor |
| 2014-08-22 | John P. Kavanaugh (Age 59) Trustee January 2009 2014 Private investor |
| 2015-08-21 | John P. Kavanaugh (Age 60) Trustee January 2009 2015 2017 Private investor |
| 2016-08-19 | John P. Kavanaugh (Age 61) Trustee January 2009 2016 2017 Private investor |
| 2017-08-24 | John P. Kavanaugh (Age 62) Trustee and Vice Chair of Trustees January 2009 2017 Private investor |
| 2018-08-23 | John P. Kavanaugh (Age 63) Trustee and Chair of Trustees January 2009 2018 2020 Private investor |
| 2019-08-22 | John P. Kavanaugh (Age 64) Trustee and Chair of Trustees January 2009 2019 2020 Private investor Independent Trustees; Audit Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee; Total Trustee Compensation Paid by Trust and Fund Complex $438,029 |
| 2020-08-20 | John P. Kavanaugh (Age 65) Trustee and Chair of Trustees January 2009 2020 Private investor Independent Trustee. Committees: Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee. Total Trustee Compensation Paid by Trust and Fund Complex: $445,809. |
| 2021-08-27 | John P. Kavanaugh (age 66) Trustee and Chair of Trustees since January 2009, Private investor, Chair of the Board, member of Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee |
| 2022-08-26 | John P. Kavanaugh (age 67) Trustee and Chair of Trustees since January 2009; Private investor; serves on Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee; total compensation $478,500. |
| 2023-08-30 | John P. Kavanaugh (age 68) Trustee and Chair of Trustees January 2009 2023 Private investor |
| 2024-08-23 | John P. Kavanaugh (age 69) Trustee and Chair of Trustees January 2009 2024 2026 Private investor Audit Committee Financial Expert. Committees: Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee. Total Trustee Compensation Paid by Trust and MFS Fund Complex: $536,000. |
| Filing Date | Source Excerpt |
|---|---|
| 2009-08-26 | John P. Kavanaugh(born 11/04/54) Trustee January 2009 2010 2011 Private investor |
| 2010-08-25 | John P. Kavanaugh(55) Trustee January 2009 2011 Private investor; Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Pricing Committee, Services Contracts Committee |
| 2011-08-24 | John P. Kavanaugh (Age 56) Trustee January 2009 2012 2014 Private investor; The Hanover Insurance Group, Inc., Vice President and Chief Investment Officer (until 2006) |
| 2012-09-20 | John P. Kavanaugh (Age 57) Trustee January 2009 2012 2014 Private investor |
| 2013-08-22 | John P. Kavanaugh (Age 58) Trustee January 2009 2013 2014 Private investor |
| 2014-08-22 | John P. Kavanaugh (Age 59) Trustee January 2009 2014 Private investor |
| 2015-08-21 | John P. Kavanaugh (Age 60) Trustee January 2009 2015 2017 Private investor |
| 2016-08-19 | John P. Kavanaugh (Age 61) Trustee January 2009 2016 2017 Private investor |
| 2017-08-24 | John P. Kavanaugh (Age 62) Trustee and Vice Chair of Trustees January 2009 2017 Private investor |
| 2018-08-23 | John P. Kavanaugh (Age 63) Trustee and Chair of Trustees January 2009 2018 2020 Private investor |
| 2019-08-22 | John P. Kavanaugh (Age 64) Trustee and Chair of Trustees January 2009 2019 2020 Private investor |
| 2020-08-20 | John P. Kavanaugh (Age 65) Trustee and Chair of Trustees January 2009 2020 Private investor Total Trustee Compensation Paid by Trust and Fund Complex $445,809 |
| 2021-08-27 | John P. Kavanaugh (age 66) Trustee and Chair of Trustees Independent Trustee Private investor |
| 2022-08-26 | John P. Kavanaugh (age 67) Trustee and Chair of Trustees January 2009 Private investor Audit Committee Financial Expert. Committees: Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee. Total Trustee Compensation Paid by Trust and Fund Complex: $478,500. |
| 2023-08-30 | John P. Kavanaugh (age 68) Trustee and Chair of Trustees January 2009 2023 Private investor |
| 2024-08-23 | John P. Kavanaugh (age 69) Trustee and Chair of Trustees since January 2009; Private investor; serves on Nomination and Compensation Committee, Compliance Committee, Contracts Review Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee; total compensation $536,000. |
Data sourced from SEC filings. Last updated: 2025-12-07