LINDA HUTTON HEAGY

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Invesco Advantage Municipal Income Trust II

Filing Date Source Excerpt
2003-05-27 Linda Hutton Heagy(2) (54) Managing Partner of Heidrick & Struggles, an executive search firm. Trustee/Director of funds in the Open-End Fund Complex.
2004-05-18 Linda Hutton Heagy(2) (55) Trustee Managing Partner of Heidrick & Struggles, an executive search firm.
2005-10-05 Managing Partner of Heidrick & Struggles, an executive search firm. Trustee on the University of Chicago Hospitals Board.
2006-05-19 Managing Partner of Heidrick & Struggles, an executive search firm. Trustee on the University of Chicago Hospitals Board, Vice Chair of the Board of the YMCA of Metropolitan Chicago.
2007-05-10 Managing Partner of Heidrick & Struggles, an international executive search firm.
2008-05-08 Prior to February 2008, Managing Partner of Heidrick & Struggles, an international executive search firm.
2009-05-05 Prior to February 2008, Managing Partner of Heidrick & Struggles, an international executive search firm.
2010-06-11 Prior to June 2008, Managing Partner of Heidrick & Struggles, the second largest global executive search firm... Prior to 1995, Executive Vice President of ABN AMRO, N.A., a bank holding company.
2011-05-16 Prior to June 2008, Managing Partner of Heidrick & Struggles, the second largest global executive search firm.
2012-06-14 Linda Hutton Heagy. Ms. Heagy has been a member of the Board of one or more funds in the Invesco fund complex since 2003. The Board believes that Ms. Heagy's experience in executive positions at a number of bank and trust companies and as a member of the board of several organizations, her service as a Trustee of the funds in the Invesco fund complex and her experience serving as a director of other investment companies benefits the Funds.
2013-06-20 Retired. Prior to June 2008, Managing Partner of Heidrick & Struggles, the second largest global executive search firm, and from 2001-2004, Regional Managing Director of U.S. operations at Heidrick & Struggles. Prior to 1997, Managing Partner of Ray & Berndtson, Inc., an executive recruiting firm. Prior to 1995, Executive Vice President of ABN AMRO, N.A., a bank holding company, with oversight for treasury management operations including all non-credit product pricing.

Invesco Bond Fund

Filing Date Source Excerpt
2003-05-27 Linda Hutton Heagy(2) (54) Managing Partner of Heidrick & Struggles, an executive search firm. Trustee/Director of funds in the Open-End Fund Complex. ... 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 Linda Hutton Heagy(2) (55) Trustee Managing Partner of Heidrick & Struggles. Trustee/Director/Managing General Partner of funds in the Fund Complex. Brokerage and services committee consists of Linda Hutton Heagy, Hugo F. Sonnenschein and Suzanne H. Woolsey. Compensation Table shows $173,290 total annual compensation.
2006-05-19 Linda Hutton Heagy(2) (57) Trustee Managing Partner of Heidrick & Struggles ... Trustee/Director/Managing General Partner of funds in the Fund Complex. ... COMPENSATION TABLE: Linda Hutton Heagy $29,065 ... BOARD COMMITTEES AND MEETINGS: Brokerage and services committee consists of Mesdames Heagy and Woolsey and Mr. Sonnenschein.
2007-05-01 Linda Hutton Heagy+(2) (58) Trustee Trustee of Managing Partner of Heidrick & 73 Heidrick & Struggles the Fund Struggles, an international executive search firm.
2008-05-08 Linda Hutton Heagy(2)++ (59) Trustee + Prior to February 2008, Managing 74 Partner of Heidrick & Struggles, an ... The brokerage and services committee consists of Mesdames Heagy and Woolsey and Mr. Sonnenschein. ... Linda Hutton Heagy...... (1) 27,389 105,000 208,601
2009-05-05 Linda Hutton Heagy (60) 4939 South Greenwood Chicago, IL 60615 Trustee Prior to February 2008, Managing Partner of Heidrick & Struggles, an international executive search firm. Trustee/Director/Managing General Partner of funds in the Fund Complex. Trustee on the University of Chicago Medical Center Board, Vice Chair of the Board of the YMCA of Metropolitan Chicago and a member of the Women's Board of the University of Chicago. Compensation Table shows total compensation including fund expenses, retirement benefits and estimated annual benefits totaling $361,045. Brokerage and services committee membership is mentioned.
2010-06-11 Linda Hutton Heagy (61) Prior to June 2008, Managing Partner of Heidrick & Struggles, the second largest global executive search firm, and from 2001-2004, Regional Managing Director of U.S. operations at Heidrick & Struggles. Prior to 1997, Managing Partner of Ray & Berndtson, Inc., an executive recruiting firm. Prior to 1995, Executive Vice President of ABN AMRO, N.A., a bank holding company, with oversight for treasury management operations including all non-credit product pricing. Trustee/Managing General Partner of funds in the Fund Complex.
2011-05-16 Linda Hutton Heagy (62) 4939 South Greenwood Chicago, IL 60615 Trustee Prior to June 2008, Managing Partner of Heidrick & Struggles, the second largest global executive search firm, and from 2001-2004, Regional Managing Director of U.S. operations at Heidrick & Struggles. Prior to 1997, Managing Partner of Ray & Berndtson, Inc., an executive recruiting firm. Prior to 1995, Executive Vice President of ABN AMRO, N.A., a bank holding company, with oversight for treasury management operations including all non-credit product pricing. Prior to 1990, experience includes Executive Vice President of The Exchange National Bank with oversight of treasury management including capital markets operations, Vice President of Northern Trust Company and an Associate at Price Waterhouse. Trustee/Managing General Partner of funds in the Fund Complex. Prior to 2010, Trustee on the University of Chicago Medical Center Board, Vice Chair of the Board of the YMCA of Metropolitan Chicago and a member of the Women's Board of the University of Chicago.
2012-06-14 Linda Hutton Heagy. Ms. Heagy has been a member of the Board of one or more funds in the Invesco fund complex since 2003. The Board believes that Ms. Heagy's experience in executive positions at a number of bank and trust companies and as a member of the board of several organizations, her service as a Trustee of the funds in the Invesco fund complex and her experience serving as a director of other investment companies benefits the Funds.
2013-06-20 Linda Hutton Heagy (1948) Trustee Retired. Prior to June 2008, Managing Partner of Heidrick & Struggles, the second largest global executive search firm, and from 2001-2004, Regional Managing Director of U.S. operations at Heidrick & Struggles. Prior to 1997, Managing Partner of Ray & Berndtson, Inc., an executive recruiting firm. Prior to 1995, Executive Vice President of ABN AMRO, N.A., a bank holding company, with oversight for treasury management operations including all non-credit product pricing. Prior to 1990, experience includes Executive Vice President of The Exchange National Bank with oversight of treasury management including capital markets operations, Vice President of Northern Trust Company and a trainee at Price Waterhouse. Trustee/Managing General Partner of funds in the Fund Complex. Prior to 2010, Trustee on the University of Chicago Medical Center Board, Vice Chair of the Board of the YMCA of Metropolitan Chicago and a member of the Women’s Board of the University of Chicago. Compensation: $66,145 from the Funds, $86,000 from the Fund Complex.

Invesco California Value Municipal Income Trust

Filing Date Source Excerpt
2003-05-27 Linda Hutton Heagy(2) (54) Managing Partner of Heidrick & Struggles, an executive search firm. Trustee/Director of funds in the Open-End Fund Complex.
2004-05-18 Managing Partner of Heidrick & Struggles, an executive search firm.
2005-10-05 Linda Hutton Heagy(2) (57) Trustee Managing Partner of Heidrick & Struggles, an executive search firm.
2006-05-19 Managing Partner of Heidrick & Struggles, an executive search firm.
2007-05-10 Managing Partner of Heidrick & Struggles, an international executive search firm. Trustee on the University of Chicago Hospitals Board, Vice Chair of the Board of the YMCA of Metropolitan Chicago.
2008-05-08 Prior to February 2008, Managing Partner of Heidrick & Struggles, an international executive search firm. Prior to 1995, Executive Vice President of ABN AMRO, N.A., a bank holding company.
2009-05-05 Prior to February 2008, Managing Partner of Heidrick & Struggles, an international executive search firm. Prior to 1997, Partner of Ray & Berndtson, Inc., an executive recruiting firm.
2010-06-11 Prior to June 2008, Managing Partner of Heidrick & Struggles, the second largest global executive search firm... Prior to 1995, Executive Vice President of ABN AMRO, N.A., a bank holding company.
2011-05-16 Prior to June 2008, Managing Partner of Heidrick & Struggles, the second largest global executive search firm.
2012-07-03 Ms. Heagy has been a member of the Board of one or more funds in the Invesco fund complex since 2003... The Board believes that Ms. Heagy's experience in executive positions at a number of bank and trust companies and as a member of the board of several organizations benefits the Acquiring Fund.
2013-06-20 Retired. Prior to June 2008, Managing Partner of Heidrick & Struggles, the second largest global executive search firm, and from 2001-2004, Regional Managing Director of U.S. operations at Heidrick & Struggles. Prior to 1997, Managing Partner of Ray & Berndtson, Inc., an executive recruiting firm. Prior to 1995, Executive Vice President of ABN AMRO, N.A., a bank holding company, with oversight for treasury management operations including all non-credit product pricing.

Invesco High Income Trust II

Filing Date Source Excerpt
2003-05-27 Linda Hutton Heagy(2) (54) Managing Partner of Heidrick & Struggles, an executive search firm. Trustee/Director of funds in the Open-End Fund Complex. ... 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 Linda Hutton Heagy(2) (55) Trustee Managing Partner of Heidrick & Struggles. Trustee/Director/Managing General Partner of funds in the Fund Complex. Brokerage and services committee consists of Linda Hutton Heagy, Hugo F. Sonnenschein and Suzanne H. Woolsey. Compensation Table shows $173,290 total compensation.
2005-10-05 Linda Hutton Heagy(2) (57) Trustee + Managing Partner of Heidrick & Struggles, an executive search firm. ... Trustee/Director/Managing General Partner of funds in the Fund Complex. ... The brokerage and services committee consists of Linda Hutton Heagy, Hugo F. Sonnenschein and Suzanne H. Woolsey.
2008-05-08 Linda Hutton Heagy(2)++ (59) Trustee Prior to February 2008, Managing Partner of Heidrick & Struggles. Brokerage and services committee member. Total compensation $208,601.
2009-06-09 Linda Hutton Heagy (60) 4939 South Greenwood Chicago, IL 60615 Trustee Trustee since 2003 Prior to February 2008, Managing Partner of Heidrick & Struggles. Trustee/Director/Managing General Partner of funds in the Fund Complex. The brokerage and services committee consists of Mesdames Heagy and Woolsey and Mr. Sonnenschein. Compensation Table shows Linda Hutton Heagy compensation from Fund Complex as $105,000 plus $721 from Fund and $28,514 pension.
2010-06-11 Linda Hutton Heagy (61) ... Trustee ... Prior to June 2008, Managing Partner of Heidrick & Struggles ... Trustee/Managing General Partner of funds in the Fund Complex. ... The brokerage and services committee consists of Mesdames Heagy and Woolsey and Mr. Sonnenschein. ... Compensation Table: Linda Hutton Heagy - $105,000 annual compensation.
2011-05-16 Linda Hutton Heagy (62) ... Trustee ... Prior to June 2008, Managing Partner of Heidrick & Struggles ... Trustee/Managing General Partner of funds in the Fund Complex ... audit committee ... 161,332
2013-06-20 Linda Hutton Heagy (1948) Trustee Independent Trustee Retired. Former Managing Partner of Heidrick & Struggles. Trustee/Managing General Partner of funds in the Fund Complex. Trustee compensation: $66,145 from the Funds.

Invesco Municipal Opportunity Trust

Filing Date Source Excerpt
2003-05-27 Linda Hutton Heagy(2) (54) Managing Partner of Heidrick & Struggles, an executive search firm. Trustee/Director of funds in the Open-End Fund Complex.
2004-05-18 Linda Hutton Heagy(2) (55) Trustee Managing Partner of Heidrick & Struggles, an executive search firm.
2005-10-05 Linda Hutton Heagy(2) (57) Trustee Managing Partner of Heidrick & Struggles, an executive search firm.
2006-05-19 Managing Partner of Heidrick & Struggles, an executive search firm. Trustee on the University of Chicago Hospitals Board, Vice Chair of the Board of the YMCA of Metropolitan Chicago.
2007-05-10 Managing Partner of Heidrick & Struggles, an international executive search firm.
2008-05-08 Linda Hutton Heagy(2)++ (59) Trustee Prior to February 2008, Managing Partner of Heidrick & Struggles, an international executive search firm. Prior to 1995, Executive Vice President of ABN AMRO, N.A., a bank holding company.
2009-05-05 Prior to February 2008, Managing Partner of Heidrick & Struggles, an international executive search firm.
2010-06-11 Prior to June 2008, Managing Partner of Heidrick & Struggles, the second largest global executive search firm.
2011-05-16 Prior to June 2008, Managing Partner of Heidrick & Struggles, the second largest global executive search firm, and from 2001-2004, Regional Managing Director of U.S. operations at Heidrick & Struggles.
2012-07-03 Ms. Heagy has been a member of the Board of one or more funds in the Invesco fund complex since 2003... The Board believes that Ms. Heagy's experience in executive positions at a number of bank and trust companies and as a member of the board of several organizations benefits the Invesco Van Kampen Funds.
2013-06-20 Retired. Prior to June 2008, Managing Partner of Heidrick & Struggles, the second largest global executive search firm, and from 2001-2004, Regional Managing Director of U.S. operations at Heidrick & Struggles. Prior to 1997, Managing Partner of Ray & Berndtson, Inc., an executive recruiting firm. Prior to 1995, Executive Vice President of ABN AMRO, N.A., a bank holding company, with oversight for treasury management operations including all non-credit product pricing.

Invesco Municipal Trust

Filing Date Source Excerpt
2003-05-27 Linda Hutton Heagy(2) (54) Managing Partner of Heidrick & Struggles, an executive search firm... Trustee/Director of funds in the Open-End Fund Complex... 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 Linda Hutton Heagy(2) (55) Trustee Managing Partner of Heidrick & Struggles. Trustee/Director/Managing General Partner of funds in the Fund Complex. Brokerage and services committee member. Total compensation $173,290.
2005-10-05 Linda Hutton Heagy(2) (57) Trustee + Managing Partner of Heidrick & 76 Struggles, an executive search firm. 233 South Wacker Drive Trustee on the University of Chicago Suite 7000 Hospitals Board, Vice Chair of the Chicago, IL 60606 Board of the YMCA of Metropolitan Chicago and a member of the Women's Board of the University of Chicago.
2006-05-19 Linda Hutton Heagy(2) (57) Trustee + Managing Partner of Heidrick & Struggles, an executive search firm. Trustee on the University of Chicago Hospitals Board, Vice Chair of the Board of the YMCA of Metropolitan Chicago and a member of the Women's Board of the University of Chicago. Prior to 1997, Partner of Ray & Berndtson, Inc., an executive recruiting firm. Prior to 1996, Trustee of The International House Board, a fellowship and housing organization for international graduate students. Prior to 1995, Executive Vice President of ABN AMRO, N.A., a bank holding company. Prior to 1990, Executive Vice President of The Exchange National Bank.
2007-05-10 Linda Hutton Heagy(2)++ (58) Trustee Managing Partner of Heidrick & Struggles ... Trustee/Director/Managing General Partner of funds in the Fund Complex. ... Brokerage and services committee consists of Mesdames Heagy and Woolsey and Mr. Sonnenschein. ... COMPENSATION TABLE: Linda Hutton Heagy $25,769.
2008-05-08 Linda Hutton Heagy(2)++ (59) Trustee Prior to February 2008, Managing Partner of Heidrick & Struggles, an international executive search firm. Brokerage and services committee member. Total compensation $208,601.
2009-05-05 Linda Hutton Heagy (60) 4939 South Greenwood Chicago, IL 60615 Trustee Prior to February 2008, Managing Partner of Heidrick & Struggles, an international executive search firm. Trustee/Director/Managing General Partner of funds in the Fund Complex. Trustee on the University of Chicago Medical Center Board, Vice Chair of the Board of the YMCA of Metropolitan Chicago and a member of the Women's Board of the University of Chicago. Brokerage and services committee member. Compensation Table shows total compensation including fund expenses $28,514, aggregate pension or retirement benefits $105,000, aggregate estimated annual benefits $228,531.
2010-06-11 Linda Hutton Heagy (61) Prior to June 2008, Managing Partner of Heidrick & Struggles. Trustee/Managing General Partner of funds in the Fund Complex. Member of the brokerage and services committee.
2011-05-16 Linda Hutton Heagy (62) ... Trustee ... Managing Partner of Heidrick & Struggles ... Trustee/Managing General Partner of funds in the Fund Complex ... audit committee ... 161,332
2012-07-03 Linda Hutton Heagy. Independent Trustee. Trustee of the Funds. Member of the Audit Committee and Governance Committee. Compensation: $7,074 from the Acquiring Fund, $95,000 from Fund Complex.
2013-06-20 Linda Hutton Heagy (1948) Trustee Retired. Prior to June 2008, Managing Partner of Heidrick & Struggles, the second largest global executive search firm, and from 2001-2004, Regional Managing Director of U.S. operations at Heidrick & Struggles. Prior to 1997, Managing Partner of Ray & Berndtson, Inc., an executive recruiting firm. Prior to 1995, Executive Vice President of ABN AMRO, N.A., a bank holding company, with oversight for treasury management operations including all non-credit product pricing. Prior to 1990, experience includes Executive Vice President of The Exchange National Bank with oversight of treasury management including capital markets operations, Vice President of Northern Trust Company and a trainee at Price Waterhouse. Trustee/Managing General Partner of funds in the Fund Complex. Prior to 2010, Trustee on the University of Chicago Medical Center Board, Vice Chair of the Board of the YMCA of Metropolitan Chicago and a member of the Women’s Board of the University of Chicago.

Invesco Pennsylvania Value Municipal Income Trust

Filing Date Source Excerpt
2003-05-27 Linda Hutton Heagy(2) Managing Partner of Heidrick & Struggles, an executive search firm. Trustee/Director of funds in the Open-End Fund Complex.
2004-05-18 Managing Partner of Heidrick & Struggles, an executive search firm.
2005-10-05 Managing Partner of Heidrick & Struggles, an executive search firm. Trustee on the University of Chicago Hospitals Board.
2006-05-19 Managing Partner of Heidrick & Struggles, an executive search firm.
2007-05-10 Managing Partner of Heidrick & Struggles, an international executive search firm.
2008-05-08 Prior to February 2008, Managing Partner of Heidrick & Struggles, an international executive search firm.
2009-05-05 Prior to February 2008, Managing Partner of Heidrick & Struggles, an international executive search firm. Prior to 1997, Partner of Ray & Berndtson, Inc., an executive recruiting firm. Prior to 1995, Executive Vice President of ABN AMRO, N.A., a bank holding company.
2010-06-11 Prior to June 2008, Managing Partner of Heidrick & Struggles, the second largest global executive search firm... Prior to 1995, Executive Vice President of ABN AMRO, N.A., a bank holding company.
2011-05-16 Prior to June 2008, Managing Partner of Heidrick & Struggles, the second largest global executive search firm, and from 2001-2004, Regional Managing Director of U.S. operations at Heidrick & Struggles.
2012-06-14 Linda Hutton Heagy. Ms. Heagy has been a member of the Board of one or more funds in the Invesco fund complex since 2003. The Board believes that Ms. Heagy's experience in executive positions at a number of bank and trust companies and as a member of the board of several organizations, her service as a Trustee of the funds in the Invesco fund complex and her experience serving as a director of other investment companies benefits the Funds.
2013-06-20 Retired. Prior to June 2008, Managing Partner of Heidrick & Struggles, the second largest global executive search firm, and from 2001-2004, Regional Managing Director of U.S. operations at Heidrick & Struggles. Prior to 1997, Managing Partner of Ray & Berndtson, Inc., an executive recruiting firm.

Invesco Trust for Investment Grade Municipals

Filing Date Source Excerpt
2003-05-27 Linda Hutton Heagy(2) (54) Managing Partner of Heidrick & Struggles, an executive search firm. Trustee/Director of funds in the Open-End Fund Complex.
2004-05-18 Managing Partner of Heidrick & Struggles, an executive search firm.
2005-10-05 Managing Partner of Heidrick & Struggles, an executive search firm. Trustee on the University of Chicago Hospitals Board.
2006-05-19 Managing Partner of Heidrick & Struggles, an executive search firm.
2007-05-10 Managing Partner of Heidrick & Struggles, an international executive search firm.
2008-05-08 Prior to February 2008, Managing Partner of Heidrick & Struggles, an international executive search firm. Prior to 1995, Executive Vice President of ABN AMRO, N.A., a bank holding company.
2009-05-05 Prior to February 2008, Managing Partner of Heidrick & Struggles, an international executive search firm. Prior to 1997, Partner of Ray & Berndtson, Inc., an executive recruiting firm. Prior to 1995, Executive Vice President of ABN AMRO, N.A., a bank holding company.
2010-06-11 Prior to June 2008, Managing Partner of Heidrick & Struggles, the second largest global executive search firm... Prior to 1995, Executive Vice President of ABN AMRO, N.A., a bank holding company.
2011-05-16 Prior to June 2008, Managing Partner of Heidrick & Struggles, the second largest global executive search firm.
2012-06-14 Linda Hutton Heagy. Ms. Heagy has been a member of the Board of one or more funds in the Invesco fund complex since 2003. The Board believes that Ms. Heagy's experience in executive positions at a number of bank and trust companies and as a member of the board of several organizations, her service as a Trustee of the funds in the Invesco fund complex and her experience serving as a director of other investment companies benefits the Funds.
2013-06-20 Retired. Prior to June 2008, Managing Partner of Heidrick & Struggles, the second largest global executive search firm, and from 2001-2004, Regional Managing Director of U.S. operations at Heidrick & Struggles. Prior to 1997, Managing Partner of Ray & Berndtson, Inc., an executive recruiting firm. Prior to 1995, Executive Vice President of ABN AMRO, N.A., a bank holding company, with oversight for treasury management operations including all non-credit product pricing.

Invesco Trust for Investment Grade New York Municipals

Filing Date Source Excerpt
2003-05-27 Linda Hutton Heagy(2) Managing Partner of Heidrick & Struggles, an executive search firm. Trustee/Director of funds in the Open-End Fund Complex.
2004-05-18 Linda Hutton Heagy(2) (55) Trustee Managing Partner of Heidrick & Struggles, an executive search firm.
2005-10-05 Managing Partner of Heidrick & Struggles, an executive search firm. Prior to 1995, Executive Vice President of ABN AMRO, N.A., a bank holding company.
2006-05-19 Managing Partner of Heidrick & Struggles, an executive search firm. Trustee on the University of Chicago Hospitals Board, Vice Chair of the Board of the YMCA of Metropolitan Chicago and a member of the Women's Board of the University of Chicago.
2007-05-10 Linda Hutton Heagy(2)++ (58) Trustee Managing Partner of Heidrick & Struggles, an international executive search firm.
2008-05-08 Linda Hutton Heagy(2)++ (59) Trustee Prior to February 2008, Managing Partner of Heidrick & Struggles, an international executive search firm.
2009-05-05 Prior to February 2008, Managing Partner of Heidrick & Struggles, an international executive search firm.
2010-06-11 Linda Hutton Heagy (61) ... Managing Partner of Heidrick & Struggles, executive recruiting firm, and Executive Vice President of ABN AMRO, N.A., with oversight for treasury management operations.
2011-05-16 Prior to June 2008, Managing Partner of Heidrick & Struggles, the second largest global executive search firm, and from 2001-2004, Regional Managing Director of U.S. operations at Heidrick & Struggles.
2013-06-20 Retired. Prior to June 2008, Managing Partner of Heidrick & Struggles, the second largest global executive search firm, and from 2001-2004, Regional Managing Director of U.S. operations at Heidrick & Struggles. Prior to 1997, Managing Partner of Ray & Berndtson, Inc., an executive recruiting firm. Prior to 1995, Executive Vice President of ABN AMRO, N.A., a bank holding company, with oversight for treasury management operations including all non-credit product pricing.

Data sourced from SEC filings. Last updated: 2025-12-07