Corporate Board Profile
Tech Score: 0/100
| 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. |
| 2005-10-05 | 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. |
| 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, an international executive search firm. ... Trustee/Director/Managing General Partner of funds in the Fund Complex. ... COMPENSATION TABLE: Linda Hutton Heagy $25,769 ... BOARD COMMITTEES AND MEETINGS: brokerage and services committee consists of Mesdames Heagy and Woolsey and Mr. Sonnenschein. |
| 2008-05-08 | Linda Hutton Heagy(2)++ (59) Trustee Prior to February 2008, Managing Partner of Heidrick & Struggles. Annual compensation $208,601. Brokerage and Services committee member. |
| 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) ... 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, Annual Compensation: $105,000. |
| 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 Independent Trustee Retired. Trustee compensation from the Funds $66,145. |
| 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 Womens Board of the University of Chicago. Compensation: $66,145 from the Funds, $86,000 from the Fund Complex. |
| 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. 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 & 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 ... Trustee/Director/Managing General Partner of funds in the Fund Complex. ... COMPENSATION TABLE ... Linda Hutton Heagy...... $29,065 ... BOARD COMMITTEES AND MEETINGS ... The brokerage and services committee consists of Mesdames Heagy and Woolsey and Mr. Sonnenschein. |
| 2007-05-10 | Linda Hutton Heagy(2)++ (58) Trustee + Managing Partner of Heidrick & Struggles, an international executive search firm. ... Trustee/Director/Managing General Partner of funds in the Fund Complex. ... COMPENSATION TABLE ... Linda Hutton Heagy...... $25,769 ... BOARD COMMITTEES AND MEETINGS ... The brokerage and services committee consists of Mesdames Heagy and Woolsey and Mr. Sonnenschein. |
| 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. |
| 2009-05-05 | 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 $28,514 from Fund Complex, $105,000 aggregate pension or retirement benefits, and $228,531 aggregate estimated annual benefits. |
| 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) 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. |
| 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 Womens Board of the University of Chicago. Compensation: $66,145 from the Funds, $86,000 from the Fund Complex. |
| 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. |
| Filing Date | Source Excerpt |
|---|---|
| 2003-05-27 | Linda Hutton Heagy(2) (54) Managing Partner of Heidrick & Struggles. Trustee/Director of funds in the Open-End Fund Complex. No compensation from the Funds as a new nominee. |
| 2004-05-18 | Linda Hutton Heagy(2) (55) Trustee Managing Partner of Heidrick & Struggles. 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 & 76 Heidrick & Struggles 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. 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 1992, Executive Vice President of The Exchange National Bank. NAME, AGE AND ADDRESS OTHER DIRECTORSHIPS OF TRUSTEE HELD BY TRUSTEE Linda Hutton Heagy(2) (57) Trustee/Director/Managing General Partner of funds in the Fund Complex. 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 Linda Hutton Heagy...... (2) 24,465........ 142,500 184,784 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 brokerage and services committee consists of Linda Hutton Heagy, Hugo F. Sonnenschein and Suzanne H. Woolsey. |
| 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 ... The brokerage and services committee consists of Mesdames Heagy and Woolsey and Mr. Sonnenschein. |
| 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) ... Trustee ... 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 ... Brokerage and services committee consists of Mesdames Heagy and Woolsey and Mr. Sonnenschein. ... Compensation Table: Linda Hutton Heagy, Annual Compensation $105,000. |
| 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. |
| 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 Womens Board of the University of Chicago. |
| 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 Womens Board of the University of Chicago. |
| 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 ... Trustee/Director/Managing General Partner of funds in the Fund Complex. ... COMPENSATION TABLE ... Linda Hutton Heagy...... $29,065 ... BOARD COMMITTEES AND MEETINGS ... The brokerage and services committee consists of Mesdames Heagy and Woolsey and Mr. Sonnenschein. |
| 2007-05-10 | Linda Hutton Heagy(2)++ (58) Trustee + Managing Partner of Heidrick & Struggles, an international executive search firm. ... Trustee/Director/Managing General Partner of funds in the Fund Complex. ... COMPENSATION TABLE ... Linda Hutton Heagy...... $25,769 ... BOARD COMMITTEES AND MEETINGS ... The brokerage and services committee consists of Mesdames Heagy and Woolsey and Mr. Sonnenschein. |
| 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. |
| 2009-05-05 | 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: $28,514 Fund Complex Compensation + $105,000 Aggregate Pension or Retirement Benefits + $228,531 Aggregate Estimated Annual Benefits. Board Committees: Brokerage and services committee consists of Mesdames Heagy and Woolsey and Mr. Sonnenschein. |
| 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) 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 Womens Board of the University of Chicago. |
| 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 & 65**
Heidrick & Struggles 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.
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.
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 | Linda Hutton Heagy(2)++ (58) Trustee + Managing Partner of Heidrick & Struggles ... Each Board's brokerage and services committee consists of Mesdames Heagy and Woolsey and Mr. Sonnenschein. ... Linda Hutton Heagy...... $25,769 |
| 2008-05-08 | Linda Hutton Heagy(2)++ (59) Trustee Prior 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 $28,514 from Fund Complex, $105,000 pension, $228,531 estimated annual benefits. |
| 2010-06-11 | Linda Hutton Heagy (61) ... Trustee ... Prior to June 2008, Managing Partner of Heidrick & Struggles, the second largest global executive search firm. ... 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 Womens Board of the University of Chicago. |
| 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. Brokerage and services committee consists of Linda Hutton Heagy, Hugo F. Sonnenschein and Suzanne H. Woolsey. Compensation Table shows Linda Hutton Heagy total annual 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.
233 South Wacker Drive
Suite 7000
Chicago, IL 60606
...
Each Board's brokerage and services committee consists of Mesdames Heagy and
Woolsey and Mr. Sonnenschein. The brokerage and services committee reviews
each Fund's allocation of brokerage transactions and soft-dollar practices and
reviews the transfer agency and shareholder servicing arrangements.
...
COMPENSATION TABLE
Data sourced from SEC filings. Last updated: 2026-02-03 |