Corporate Board Profile
Tech Score: 30/100
41 mention(s) identify MARCUS L. SMITH as having software/technology expertise.
| Company | Filing Date | Evidence | Reason |
|---|---|---|---|
| Eaton Vance California Municipal Bond Fund | 2019-05-23 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. He has also been a trustee of the University of Mount Union since 2008. | Prior experience as a senior consultant at Andersen Consulting (now Accenture) and various director roles in investment management, indicating technical and analytical skills likely including programming. |
| Eaton Vance California Municipal Bond Fund | 2020-05-22 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. | Formerly Director of Asian Equity Research and senior consultant at Andersen Consulting (now Accenture); consulting and research roles imply technical and programming skills. |
| Eaton Vance Enhanced Equity Income Fund | 2019-05-23 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. | Prior experience as a senior consultant at Andersen Consulting (now Accenture), which is a technology and consulting firm, indicating technical and programming skills. |
| Eaton Vance Enhanced Equity Income Fund II | 2019-02-22 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. | Former senior consultant at Andersen Consulting (now Accenture), indicating technical and consulting experience likely involving programming or software skills. |
| Eaton Vance Enhanced Equity Income Fund II | 2020-02-24 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. | Former senior consultant at Andersen Consulting (now Accenture), indicating technical and possibly programming skills. |
| Eaton Vance Enhanced Equity Income Fund II | 2021-02-23 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. | Formerly a senior consultant at Andersen Consulting (now Accenture), which implies experience with technology consulting and likely programming skills. |
| Eaton Vance Enhanced Equity Income Fund II | 2023-02-24 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. | Has experience as a senior consultant at Andersen Consulting (now Accenture), which is a consulting firm known for technology and software services, indicating potential software-related technical skills. |
| Eaton Vance Floating-Rate Income Trust | 2019-01-23 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. He is a Director of MSCI Inc., a leading provider of investment decision support tools worldwide. | Former senior consultant at Andersen Consulting (now Accenture), which indicates experience in consulting likely involving software; also held director roles at MSCI Inc., a provider of investment decision support tools, indicating technical expertise. |
| Eaton Vance Floating-Rate Income Trust | 2021-02-26 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. | Experience includes senior consultant at Andersen Consulting (now Accenture), indicating technical consulting background likely involving programming or software skills. |
| Eaton Vance Floating-Rate Income Trust | 2023-01-24 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. | Experience includes senior consultant at Andersen Consulting (now Accenture), indicating technical consulting background; also extensive investment management experience. |
| Eaton Vance Floating-Rate Income Trust | 2025-01-27 | Formerly a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. Director of MSCI Inc. (global provider of investment decision support tools) (since 2017). | Former senior consultant at Andersen Consulting (now Accenture), indicating technical consulting experience; also involved with MSCI Inc., a provider of investment decision support tools. |
| Eaton Vance Ltd Duration Income Fund | 2020-12-18 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. | Former senior consultant at Andersen Consulting (now Accenture), which is a consulting firm known for technology and software consulting; this suggests possible software-related skills. |
| Eaton Vance Ltd Duration Income Fund | 2021-11-22 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. | Former senior consultant at Andersen Consulting (now Accenture), indicating technical consulting experience likely involving software. |
| Eaton Vance Ltd Duration Income Fund | 2023-11-22 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. | Former senior consultant at Andersen Consulting (now Accenture), which indicates experience in technology consulting potentially involving programming. |
| Eaton Vance Municipal Bond Fund | 2019-05-23 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. He has also been a trustee of the University of Mount Union since 2008. | Prior experience as a senior consultant at Andersen Consulting (now Accenture) and various director roles in investment management, indicating technical and analytical skills likely including programming. |
| Eaton Vance Municipal Bond Fund | 2020-05-22 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. | Formerly Director of Asian Equity Research and senior consultant at Andersen Consulting (now Accenture); consulting and research roles imply technical and programming skills. |
| Eaton Vance New York Municipal Bond Fund | 2019-05-23 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. Since 2017, Mr. Smith has been a Director of MSCI Inc., a leading provider of investment decision support tools worldwide. | Prior experience as a senior consultant at Andersen Consulting (now Accenture) and roles involving investment decision support tools, indicating technical and possibly programming skills. |
| Eaton Vance Senior Floating-Rate Trust | 2019-06-21 | Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. He has been a Director of MSCI Inc., a leading provider of investment decision support tools worldwide. | Prior experience as a senior consultant at Andersen Consulting (now Accenture) and roles involving investment decision support tools suggest technical and programming skills. |
| Eaton Vance Senior Floating-Rate Trust | 2024-06-24 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. | Former senior consultant at Andersen Consulting (now Accenture), indicating technical consulting and possible programming skills. |
| Eaton Vance Short Duration Diversified Income Fund | 2018-12-20 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. | Experience includes senior consultant at Andersen Consulting (now Accenture), which is a technology and consulting firm, indicating technical skills likely including programming. |
| Eaton Vance Short Duration Diversified Income Fund | 2019-12-23 | Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. | Has experience as a senior consultant at Andersen Consulting (now Accenture), which is a technology consulting firm, indicating technical and programming skills. |
| Eaton Vance Short Duration Diversified Income Fund | 2020-12-23 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. | Former senior consultant at Andersen Consulting (now Accenture) and extensive experience in investment management, indicating technical and consulting skills likely including programming. |
| Eaton Vance Short Duration Diversified Income Fund | 2022-12-23 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. | Mr. Smith was a senior consultant at Andersen Consulting (now Accenture), a firm known for technology consulting, indicating technical skills. His other roles are investment management focused. |
| Eaton Vance Tax-Advantaged Dividend Income Fund | 2019-06-21 | Former senior consultant at Andersen Consulting; Director of MSCI Inc., a provider of investment decision support tools. | Experience includes senior consultant at Andersen Consulting (now Accenture), indicating technical consulting background likely involving programming. |
| Eaton Vance Tax-Advantaged Dividend Income Fund | 2024-06-24 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. | Former senior consultant at Andersen Consulting (now Accenture), indicating technical consulting background which may include programming skills. |
| Eaton Vance Tax-Advantaged Global Dividend Income Fund | 2019-06-21 | Mr. Smith was a senior consultant at Andersen Consulting and is a Director of MSCI Inc., a global provider of investment decision support tools. | Experience as a senior consultant at Andersen Consulting (now Accenture) and roles involving investment decision support tools, indicating technical and programming skills. |
| Eaton Vance Tax-Advantaged Global Dividend Income Fund | 2024-06-24 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. | Former senior consultant at Andersen Consulting (now Accenture), indicating technical consulting and possible programming skills. |
| Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund | 2019-12-23 | Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. | Has experience as a senior consultant at Andersen Consulting (now Accenture), which implies technical and possibly programming skills. |
| Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund | 2022-12-23 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. | Mr. Smith was a senior consultant at Andersen Consulting (now Accenture), a firm known for technology consulting, indicating software-related skills. |
| Eaton Vance Tax-Managed Buy-Write Income Fund | 2019-02-22 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. Mr. Smith is a Director of MSCI Inc. (global provider of investment decision support tools) (since 2017). | Former senior consultant at Andersen Consulting (now Accenture) and director at MSCI Inc., a provider of investment decision support tools, indicating technical and consulting experience likely involving programming. |
| Eaton Vance Tax-Managed Buy-Write Income Fund | 2020-02-24 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. | Experience as a senior consultant at Andersen Consulting (now Accenture), which implies technical and software-related skills. |
| Eaton Vance Tax-Managed Buy-Write Income Fund | 2021-02-23 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. | Former senior consultant at Andersen Consulting (now Accenture), indicating experience in technology consulting and likely programming skills. |
| Eaton Vance Tax-Managed Buy-Write Income Fund | 2022-02-24 | Director of MSCI Inc. (global provider of investment decision support tools)... Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now Accenture). | Mr. Smith has experience as a Director of MSCI Inc., a provider of investment decision support tools, and was a senior consultant at Andersen Consulting, indicating technical and software-related skills. |
| Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 2019-02-22 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. | Has experience as a senior consultant at Andersen Consulting (now Accenture), which is a technology consulting firm, indicating potential software-related skills. |
| Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 2020-02-24 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. | Experience as a senior consultant at Andersen Consulting (now Accenture), which implies technical and software-related skills. |
| Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 2022-02-24 | Director of Asian Equity Research from 2005-2010. Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. | Experience includes Director of Asian Equity Research and senior consultant at Andersen Consulting, indicating technical and analytical skills likely including programming. |
| Eaton Vance Tax-Managed Diversified Equity Income Fund | 2019-06-21 | Member of Posse Boston Advisory Board (foundation) (since 2015); Trustee at University of Mount Union (since 2008). Formerly, Portfolio Manager at MFS Investment Management (investment management firm) (1994-2017). Director of MSCI Inc. (global provider of investment decision support tools) (since 2017). Formerly, Director of DCT Industrial Trust Inc. (2017-2018). Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. | Prior experience as a senior consultant at Andersen Consulting (now Accenture) and extensive roles in investment management, suggesting technical and analytical skills including programming. |
| Eaton Vance Tax-Managed Diversified Equity Income Fund | 2024-06-24 | From 1994 through 2017, Mr. Smith served in several capacities at MFS Investment Management, an investment management firm... Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. | Has experience as a senior consultant at Andersen Consulting (now Accenture), which is a consulting firm known for technology and management consulting, indicating possible technical skills. However, no explicit programming or software engineering skills are mentioned, but consulting at Andersen Consulting suggests adjacent technical expertise. |
| Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | 2019-02-22 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. | Former senior consultant at Andersen Consulting (now Accenture), indicating experience in technology consulting and likely programming skills. |
| Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | 2020-02-24 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. | Experience as a senior consultant at Andersen Consulting (now Accenture), a technology and consulting firm, indicating technical and programming skills. |
| Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | 2021-02-23 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. | Former senior consultant at Andersen Consulting (now Accenture), a firm known for technology consulting, indicating likely software-related skills. |
| Filing Date | Source Excerpt |
|---|---|
| 2019-05-23 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. He has also been a trustee of the University of Mount Union since 2008. |
| 2020-05-22 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2021-05-24 | Formerly, Portfolio Manager at MFS Investment Management (investment management firm) (1994-2017). Formerly, senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2022-05-24 | Formerly, Chief Investment Officer, Canada (2012-2017), Chief Investment Officer, Asia (2010-2012), Director of Asian Research (2004-2010) and portfolio manager (2001-2017) at MFS Investment Management (investment management firm). Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2023-06-15 | Formerly, Chief Investment Officer and portfolio manager at MFS Investment Management. |
| Filing Date | Source Excerpt |
|---|---|
| 2019-02-22 | MARCUS L. SMITH 1966 Trustee 2018 Class III Trustee until 2020. Member of Posse Boston Advisory Board (foundation) (since 2015); Trustee at University of Mount Union (since 2008). Formerly, Portfolio Manager at MFS Investment Management (investment management firm) (1994-2017). |
| 2020-01-23 | MARCUS L. SMITH 1966 Trustee 2018 Class III Trustee until 2020. Member of Posse Boston Advisory Board (foundation) (since 2015); Trustee at University of Mount Union (since 2008). Formerly, Portfolio Manager at MFS Investment Management (investment management firm) (1994-2017). |
| 2020-11-25 | APPENDIX O Funds’ Trustees and Officers Trustees Thomas E. Faust Jr. Mark R. Fetting Cynthia E. Frost George J. Gorman Valerie A. Mosley William H. Park Helen Frame Peters Keith Quinton Marcus L. Smith Susan J. Sutherland Scott E. Wennerholm |
| 2021-01-25 | MARCUS L. SMITH 1966 Trustee 2018 Class III Trustee until 2023. Private investor. Member of Posse Boston Advisory Board (foundation) (since 2015). Formerly, Portfolio Manager at MFS Investment Management (investment management firm) (1994-2017). |
| 2022-01-24 | MARCUS L. SMITH 1966 Trustee 2018 Class III Trustee until 2023. Private investor. Chairperson of the Ad Hoc Committee for Closed-End Fund Matters. Compensation: California Fund $762, Municipal Fund $3,789, Total $350,875. |
| 2023-01-24 | MARCUS L. SMITH 1966 Trustee 2018 Class III Trustee until 2023. Private investor and independent corporate director. Formerly, Chief Investment Officer, Canada (2012-2017), Chief Investment Officer, Asia (2010-2012), Director of Asian Research (2004-2010) and portfolio manager (2001-2017) at MFS Investment Management (investment management firm). |
| 2024-01-23 | MARCUS L. SMITH 1966 Trustee 2018 Class III Trustee until 2026. Private investor and independent corporate director. Chairperson of the Portfolio Management Committee. |
| 2025-01-27 | MARCUS L. SMITH 1966 Trustee 2018 Class III Trustee until 2026. Private investor and independent corporate director. Formerly, Chief Investment Officer, Canada (2012-2017), Chief Investment Officer, Asia (2010-2012), Director of Asian Research (2004-2010) and portfolio manager (2001-2017) at MFS Investment Management (investment management firm). Director of First Industrial Realty Trust, Inc. (an industrial REIT) (since 2021). Director of MSCI Inc. (global provider of investment decision support tools) (since 2017). Formerly, Director of DCT Industrial Trust Inc. (logistics real estate company) (2017-2018). |
| Filing Date | Source Excerpt |
|---|---|
| 2019-05-23 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2020-05-22 | Mr. Smith served in portfolio management and consulting roles, including as a senior consultant at Andersen Consulting. |
| 2021-05-24 | Formerly, Portfolio Manager at MFS Investment Management (investment management firm) (1994-2017). Formerly, senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2022-05-24 | Formerly, Chief Investment Officer, Canada... Director of MSCI Inc., a leading provider of investment decision support tools. |
| 2023-05-24 | Mr. Smith was a senior consultant at Andersen Consulting and held various investment management roles. |
| 2024-05-23 | Private investor and independent corporate director. Formerly, Chief Investment Officer, Canada (2012-2017), Chief Investment Officer, Asia (2010-2012), Director of Asian Research (2004-2010) and portfolio manager (2001-2017) at MFS Investment Management (investment management firm). |
| Filing Date | Source Excerpt |
|---|---|
| 2019-02-22 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2020-02-24 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2021-02-23 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2022-02-24 | Private investor. Formerly, Portfolio Manager at MFS Investment Management (investment management firm) (1994-2017). Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2023-02-24 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2024-02-23 | Private investor and independent corporate director. Formerly, Chief Investment Officer, Canada (2012-2017), Chief Investment Officer, Asia (2010-2012), Director of Asian Research (2004-2010) and portfolio manager (2001-2017) at MFS Investment Management (investment management firm). |
| 2025-02-27 | Private investor and independent corporate director. Formerly, Chief Investment Officer, Canada (2012-2017), Chief Investment Officer, Asia (2010-2012), Director of Asian Research (2004-2010) and portfolio manager (2001-2017) at MFS Investment Management (investment management firm). Formerly a senior consultant at Andersen Consulting (now Accenture) from 1988-1992. |
| Filing Date | Source Excerpt |
|---|---|
| 2019-01-23 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. He is a Director of MSCI Inc., a leading provider of investment decision support tools worldwide. |
| 2020-01-23 | Formerly, Portfolio Manager at MFS Investment Management (investment management firm) (1994-2017). Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2020-11-25 | Trustees: Thomas E. Faust Jr., Mark R. Fetting, Cynthia E. Frost, George J. Gorman, Valerie A. Mosley, William H. Park, Helen Frame Peters, Keith Quinton, Marcus L. Smith, Susan J. Sutherland, Scott E. Wennerholm |
| 2021-02-26 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2022-01-24 | Mr. Smith was a Portfolio Manager at MFS Investment Management and a senior consultant at Andersen Consulting. |
| 2023-01-24 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2024-01-23 | Private investor and independent corporate director. Formerly, Chief Investment Officer, Canada (2012-2017), Chief Investment Officer, Asia (2010-2012), Director of Asian Research (2004-2010) and portfolio manager (2001-2017) at MFS Investment Management (investment management firm). |
| 2025-01-27 | Formerly a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. Director of MSCI Inc. (global provider of investment decision support tools) (since 2017). |
| Filing Date | Source Excerpt |
|---|---|
| 2018-11-26 | Member of Posse Boston Advisory Board (foundation) (since 2015); Trustee at University of Mount Union (since 2008). Formerly, Portfolio Manager at MFS Investment Management (investment management firm) (1994-2017). Director of MSCI Inc. (global provider of investment decision support tools) (since 2017). Director of DCT Industrial Trust Inc. (logistics real estate company) (since 2017). |
| 2019-11-22 | Formerly, Portfolio Manager at MFS Investment Management (investment management firm) (1994-2017). Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2020-12-18 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2021-11-22 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2022-11-23 | Formerly, Chief Investment Officer, Canada and Asia at MFS Investment Management. Prior to joining MFS, senior consultant at Andersen Consulting (now Accenture). |
| 2023-11-22 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2024-11-26 | Private investor and independent corporate director. Formerly, Chief Investment Officer, Canada (2012-2017), Chief Investment Officer, Asia (2010-2012), Director of Asian Research (2004-2010) and portfolio manager (2001-2017) at MFS Investment Management (investment management firm). Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| Filing Date | Source Excerpt |
|---|---|
| 2019-05-23 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. He has also been a trustee of the University of Mount Union since 2008. |
| 2020-05-22 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2021-05-24 | Formerly, Portfolio Manager at MFS Investment Management (investment management firm) (1994-2017). Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2022-05-24 | Formerly, Chief Investment Officer, Canada (2012-2017), Chief Investment Officer, Asia (2010-2012), Director of Asian Research (2004-2010) and portfolio manager (2001-2017) at MFS Investment Management (investment management firm). |
| 2023-05-24 | Mr. Smith was a senior consultant at Andersen Consulting and held various investment management roles. |
| 2024-06-20 | Private investor and independent corporate director. Formerly, Chief Investment Officer, Canada (2012-2017), Chief Investment Officer, Asia (2010-2012), Director of Asian Research (2004-2010) and portfolio manager (2001-2017) at MFS Investment Management. |
| Filing Date | Source Excerpt |
|---|---|
| 2019-02-22 | MARCUS L. SMITH 1966 Trustee 2018 Class III Trustee until 2020. Member of Posse Boston Advisory Board (foundation) (since 2015); Trustee at University of Mount Union (since 2008). Formerly, Portfolio Manager at MFS Investment Management (investment management firm) (1994-2017). |
| 2020-01-23 | MARCUS L. SMITH 1966 Trustee 2018 Class III Trustee until 2020. Member of Posse Boston Advisory Board (foundation) (since 2015); Trustee at University of Mount Union (since 2008). Formerly, Portfolio Manager at MFS Investment Management (investment management firm) (1994-2017). |
| 2020-11-25 | APPENDIX O Funds’ Trustees and Officers Trustees Thomas E. Faust Jr. Mark R. Fetting Cynthia E. Frost George J. Gorman Valerie A. Mosley William H. Park Helen Frame Peters Keith Quinton Marcus L. Smith Susan J. Sutherland Scott E. Wennerholm |
| 2021-01-25 | MARCUS L. SMITH 1966 Trustee 2018 Class III Trustee until 2023. Private investor. Member of Posse Boston Advisory Board (foundation) (since 2015). Formerly, Portfolio Manager at MFS Investment Management (investment management firm) (1994-2017). |
| 2022-01-24 | MARCUS L. SMITH 1966 Trustee 2018 Class III Trustee until 2023. Private investor. Formerly, Portfolio Manager at MFS Investment Management (investment management firm) (1994-2017). |
| 2023-01-24 | MARCUS L. SMITH 1966 Trustee 2018 Class III Trustee until 2023. Private investor and independent corporate director. Formerly, Chief Investment Officer, Canada (2012-2017), Chief Investment Officer, Asia (2010-2012), Director of Asian Research (2004-2010) and portfolio manager (2001-2017) at MFS Investment Management (investment management firm). None |
| 2024-01-23 | MARCUS L. SMITH 1966 Trustee 2018 Class III Trustee until 2026. Chairperson of the Portfolio Management Committee. |
| 2025-01-27 | Marcus L. Smith 1966 Trustee 2018 Class III Trustee until 2026. Private investor and independent corporate director. Formerly, Chief Investment Officer, Canada (2012-2017), Chief Investment Officer, Asia (2010-2012), Director of Asian Research (2004-2010) and portfolio manager (2001-2017) at MFS Investment Management (investment management firm). |
| Filing Date | Source Excerpt |
|---|---|
| 2019-05-23 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. Since 2017, Mr. Smith has been a Director of MSCI Inc., a leading provider of investment decision support tools worldwide. |
| 2020-05-22 | Formerly Portfolio Manager at MFS Investment Management and senior consultant at Andersen Consulting. |
| 2021-05-24 | Formerly, Portfolio Manager at MFS Investment Management (investment management firm) (1994-2017). Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2022-05-24 | Formerly, Chief Investment Officer and portfolio manager at MFS Investment Management... Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting. |
| 2023-06-15 | Formerly, Chief Investment Officer and portfolio manager at MFS Investment Management. Prior to that, senior consultant at Andersen Consulting. |
| Filing Date | Source Excerpt |
|---|---|
| 2019-06-21 | Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. He has been a Director of MSCI Inc., a leading provider of investment decision support tools worldwide. |
| 2020-06-23 | Private investor. Formerly, Portfolio Manager at MFS Investment Management (investment management firm) (1994-2017). Formerly, senior consultant at Andersen Consulting (now Accenture) from 1988-1992. |
| 2021-07-22 | Formerly, Portfolio Manager at MFS Investment Management (investment management firm) (1994-2017). Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2022-06-23 | Private investor and independent corporate director. Formerly, Chief Investment Officer, Canada and Asia at MFS Investment Management. |
| 2023-06-26 | Private investor and independent corporate director. Formerly, Chief Investment Officer, Canada (2012-2017), Chief Investment Officer, Asia (2010-2012), Director of Asian Research (2004-2010) and portfolio manager (2001-2017) at MFS Investment Management. |
| 2024-06-24 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| Filing Date | Source Excerpt |
|---|---|
| 2018-08-27 | MARCUS L. SMITH 1966 Expected to be appointed Trustee effective on or about 10/1/2018 Member of Posse Boston Advisory Board (foundation) (since 2015); Trustee at University of Mount Union (since 2008). Formerly, Portfolio Manager at MFS Investment Management (investment management firm) (1994-2017). |
| 2019-08-23 | MARCUS L. SMITH 1966 Trustee 2018 Class III Trustee until 2019. Member of Posse Boston Advisory Board (foundation) (since 2015); Trustee at University of Mount Union (since 2008). Formerly, Portfolio Manager at MFS Investment Management (investment management firm) (1994-2017). |
| 2020-11-25 | Marcus L. Smith, Trustee |
| 2021-05-25 | Marcus L. Smith listed as Trustee in Appendix D |
| 2021-08-26 | MARCUS L. SMITH 1966 Trustee 2018 Private investor. Formerly, Portfolio Manager at MFS Investment Management (investment management firm) (1994-2017). |
| 2022-08-25 | Marcus L. Smith (1966) is Trustee since 2018, Chairperson of the Ad Hoc Committee for Closed-End Fund Matters. He is a private investor and independent corporate director. He serves on the Ad Hoc Committee for Closed-End Fund Matters, Contract Review Committee, and Governance Committee. Compensation from Fund: $1,313. |
| 2024-08-23 | Marcus L. Smith 1966 Trustee 2018 Class III Trustee until 2025. Private investor and independent corporate director. Formerly, Chief Investment Officer, Canada (2012-2017), Chief Investment Officer, Asia (2010-2012), Director of Asian Research (2004-2010) and portfolio manager (2001-2017) at MFS Investment Management (investment management firm). Director of First Industrial Realty Trust, Inc. (an industrial REIT) (since 2021). Director of MSCI Inc. (global provider of investment decision support tools) (since 2017). Formerly, Director of DCT Industrial Trust Inc. (logistics real estate company) (2017-2018). |
| Filing Date | Source Excerpt |
|---|---|
| 2018-12-20 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2019-12-23 | Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2020-12-23 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2021-03-25 | Marcus L. Smith |
| 2021-12-23 | Formerly, Portfolio Manager at MFS Investment Management... Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture). |
| 2022-12-23 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2023-12-22 | Private investor and independent corporate director. Formerly, Chief Investment Officer, Canada (2012-2017), Chief Investment Officer, Asia (2010-2012), Director of Asian Research (2004-2010) and portfolio manager (2001-2017) at MFS Investment Management (investment management firm). |
| 2024-12-30 | Private investor and independent corporate director. Formerly, Chief Investment Officer, Canada (2012-2017), Chief Investment Officer, Asia (2010-2012), Director of Asian Research (2004-2010) and portfolio manager (2001-2017) at MFS Investment Management (investment management firm). Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| Filing Date | Source Excerpt |
|---|---|
| 2019-06-21 | Former senior consultant at Andersen Consulting; Director of MSCI Inc., a provider of investment decision support tools. |
| 2020-06-23 | Private investor. Formerly, Portfolio Manager at MFS Investment Management (investment management firm) (1994-2017). Formerly, senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2021-06-23 | Formerly, Portfolio Manager at MFS Investment Management (investment management firm) (1994-2017). Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2022-06-23 | Private investor and independent corporate director. Formerly, Chief Investment Officer, Canada and Asia at MFS Investment Management. Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2023-06-26 | Formerly, Chief Investment Officer, Canada (2012-2017), Chief Investment Officer, Asia (2010-2012), Director of Asian Research (2004-2010) and portfolio manager (2001-2017) at MFS Investment Management (investment management firm). Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2024-06-24 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| Filing Date | Source Excerpt |
|---|---|
| 2019-06-21 | Mr. Smith was a senior consultant at Andersen Consulting and is a Director of MSCI Inc., a global provider of investment decision support tools. |
| 2020-06-23 | Private investor. Member of Posse Boston Advisory Board (foundation) (since 2015). Formerly, Portfolio Manager at MFS Investment Management (investment management firm) (1994-2017). |
| 2021-06-23 | Former Portfolio Manager at MFS Investment Management, Director of MSCI Inc., former senior consultant at Andersen Consulting. |
| 2022-06-23 | Mr. Smith has served as a member of the Eaton Vance Fund Boards since October 1, 2018 and is the Chairperson of the Ad Hoc Committee for Closed-End Fund Matters. Mr. Smith has been a Director of First Industrial Realty Trust, Inc., a fully integrated owner, operator and developer of industrial real estate, since 2021. |
| 2023-06-26 | Private investor and independent corporate director. Formerly, Chief Investment Officer, Canada (2012-2017), Chief Investment Officer, Asia (2010-2012), Director of Asian Research (2004-2010) and portfolio manager (2001-2017) at MFS Investment Management. Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2024-06-24 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| Filing Date | Source Excerpt |
|---|---|
| 2018-12-20 | Formerly, Portfolio Manager at MFS Investment Management (investment management firm) (1994-2017). Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988- 1992. |
| 2019-12-23 | Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2020-12-23 | Formerly, Portfolio Manager at MFS Investment Management. Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture). |
| 2021-12-23 | Formerly, Portfolio Manager at MFS Investment Management (investment management firm) (1994-2017). Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2022-12-23 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2023-12-22 | Private investor and independent corporate director. Formerly, Chief Investment Officer, Canada and Asia at MFS Investment Management. Prior to joining MFS, senior consultant at Andersen Consulting (now Accenture) (1988-1992). |
| 2024-12-30 | Private investor and independent corporate director. Formerly, Chief Investment Officer, Canada (2012-2017), Chief Investment Officer, Asia (2010-2012), Director of Asian Research (2004-2010) and portfolio manager (2001-2017) at MFS Investment Management (investment management firm). Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| Filing Date | Source Excerpt |
|---|---|
| 2019-02-22 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. Mr. Smith is a Director of MSCI Inc. (global provider of investment decision support tools) (since 2017). |
| 2020-02-24 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2021-02-23 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2022-02-24 | Director of MSCI Inc. (global provider of investment decision support tools)... Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now Accenture). |
| 2023-02-24 | Private investor and independent corporate director. Formerly, Chief Investment Officer, Canada (2012-2017), Chief Investment Officer, Asia (2010-2012), Director of Asian Research (2004-2010) and portfolio manager (2001-2017) at MFS Investment Management. Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2024-02-23 | Private investor and independent corporate director. Formerly, Chief Investment Officer, Canada (2012-2017), Chief Investment Officer, Asia (2010-2012), Director of Asian Research (2004-2010) and portfolio manager (2001-2017) at MFS Investment Management. |
| 2025-02-27 | Private investor and independent corporate director. Formerly, Chief Investment Officer, Canada (2012-2017), Chief Investment Officer, Asia (2010-2012), Director of Asian Research (2004-2010) and portfolio manager (2001-2017) at MFS Investment Management (investment management firm). Formerly, senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| Filing Date | Source Excerpt |
|---|---|
| 2019-02-22 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2020-02-24 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2021-02-23 | Formerly, Portfolio Manager at MFS Investment Management (investment management firm) (1994-2017). Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2022-02-24 | Director of Asian Equity Research from 2005-2010. Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2023-02-24 | Private investor and independent corporate director. Formerly, Chief Investment Officer, Canada (2012-2017), Chief Investment Officer, Asia (2010-2012), Director of Asian Research (2004-2010) and portfolio manager (2001-2017) at MFS Investment Management (investment management firm). |
| 2024-02-23 | Private investor and independent corporate director. Formerly, Chief Investment Officer, Canada (2012-2017), Chief Investment Officer, Asia (2010-2012), Director of Asian Research (2004-2010) and portfolio manager (2001-2017) at MFS Investment Management (investment management firm). |
| 2025-02-27 | Private investor and independent corporate director. Formerly, Chief Investment Officer, Canada (2012-2017), Chief Investment Officer, Asia (2010-2012), Director of Asian Research (2004-2010) and portfolio manager (2001-2017) at MFS Investment Management (investment management firm). Formerly a senior consultant at Andersen Consulting (now Accenture) from 1988-1992. |
| Filing Date | Source Excerpt |
|---|---|
| 2019-06-21 | Member of Posse Boston Advisory Board (foundation) (since 2015); Trustee at University of Mount Union (since 2008). Formerly, Portfolio Manager at MFS Investment Management (investment management firm) (1994-2017). Director of MSCI Inc. (global provider of investment decision support tools) (since 2017). Formerly, Director of DCT Industrial Trust Inc. (2017-2018). Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2020-06-23 | Formerly, Portfolio Manager at MFS Investment Management (investment management firm) (1994-2017). Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2021-06-23 | Former Portfolio Manager at MFS Investment Management; former senior consultant at Andersen Consulting (Accenture). |
| 2022-06-23 | Private investor and independent corporate director. Formerly, Chief Investment Officer and portfolio manager at MFS Investment Management. Prior to joining MFS, senior consultant at Andersen Consulting (now Accenture). |
| 2023-06-26 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2024-06-24 | From 1994 through 2017, Mr. Smith served in several capacities at MFS Investment Management, an investment management firm... Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| Filing Date | Source Excerpt |
|---|---|
| 2019-02-22 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2020-02-24 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2021-02-23 | Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2022-02-24 | Formerly, Portfolio Manager at MFS Investment Management... Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting. |
| 2023-02-24 | Private investor and independent corporate director. Formerly, Chief Investment Officer, Canada (2012-2017), Chief Investment Officer, Asia (2010-2012), Director of Asian Research (2004-2010) and portfolio manager (2001-2017) at MFS Investment Management. |
| 2024-02-23 | Private investor and independent corporate director. Formerly, Chief Investment Officer, Canada (2012-2017), Chief Investment Officer, Asia (2010-2012), Director of Asian Research (2004-2010) and portfolio manager (2001-2017) at MFS Investment Management (investment management firm). |
| 2025-02-27 | Private investor and independent corporate director. Formerly, Chief Investment Officer, Canada (2012-2017), Chief Investment Officer, Asia (2010-2012), Director of Asian Research (2004-2010) and portfolio manager (2001-2017) at MFS Investment Management (investment management firm). |
| Filing Date | Source Excerpt |
|---|---|
| 2019-06-21 | Member of Posse Boston Advisory Board (foundation) (since 2015); Trustee at University of Mount Union (since 2008). Formerly, Portfolio Manager at MFS Investment Management (investment management firm) (1994-2017). Formerly, senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2020-06-23 | Private investor. Formerly, Portfolio Manager at MFS Investment Management (investment management firm) (1994-2017). Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2021-06-23 | Formerly, Portfolio Manager at MFS Investment Management (investment management firm) (1994-2017). Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2022-06-23 | Private investor and independent corporate director. Formerly, Chief Investment Officer and portfolio manager at MFS Investment Management. |
| 2023-06-26 | Formerly, Chief Investment Officer, Canada (2012-2017), Chief Investment Officer, Asia (2010-2012), Director of Asian Research (2004-2010) and portfolio manager (2001-2017) at MFS Investment Management (investment management firm). Prior to joining MFS, Mr. Smith was a senior consultant at Andersen Consulting (now known as Accenture) from 1988-1992. |
| 2024-06-24 | Private investor and independent corporate director. Formerly, Chief Investment Officer, Canada (2012-2017), Chief Investment Officer, Asia (2010-2012), Director of Asian Research (2004-2010) and portfolio manager (2001-2017) at MFS Investment Management. |
| Filing Date | Source Excerpt |
|---|---|
| 2021-04-06 | Marcus L. Smith has been a director of the Company since February 2021. ... Board Committees: Investment Committee, Nominating/Corporate Governance Committee ... 2020 Director Compensation Table: No compensation listed for Marcus L. Smith |
| 2022-03-31 | Marcus L. Smith has been a director of the Company since February 2021. ... Board Committees: Investment Committee, Nominating/Corporate Governance Committee. 2021 Director Compensation Table: Marcus L. Smith total compensation $154,192. |
| 2023-04-05 | Marcus L. Smith has been a director of the Company since February 2021. Since 2017, Mr. Smith has served as a director for MSCI Inc. (NYSE: MSCI). Mr. Smith served as a director for DCT Industrial Trust Inc. from 2017 until 2018 when the company was acquired by Prologis, Inc. (NYSE: PLD). Prior to his service as a director for MSCI Inc. and DCT Industrial Trust Inc., Mr. Smith retired from a 23-year career at MFS Investment Management, where he served as portfolio manager of the MFS Institutional International Fund (MIEIX) for 17 years and the MFS Concentrated International Fund for 10 years. As a portfolio manager, Mr. Smith was responsible for all aspects of portfolio construction and stock selection for the MFS Institutional International Fund. Mr. Smith employed financial analysis of balance sheets, income, and cash flow statements and modeling to forecast and value prospective investments. During his 17-year tenure as portfolio manager of the MFS Institutional International Fund, the portfolio assets grew from $120M to over $24B. The MFS Institutional International portfolio received the Lipper Award in 2005 and 2010 for Best 3-Year Performance of 359 Large Capitalization international portfolios. In addition to his portfolio management duties for MFS Investment Management, Mr. Smith served as Director of Equity, Canada from 2012 to 2017, and Director of Equity, Asia from 2010 to 2012. In these roles, Mr. Smith was responsible for recruitment, management, and compensation of 10 investment professionals in Canada and 18 investment professionals in Singapore, Tokyo and Sydney, respectively. Prior to being a Director of Equity, Mr. Smith was Director of Asian Equity Research from 2005 to 2010. In this Republic of Singapore-based role, he recruited, managed, trained, and compensated the 12 investment analysts located across the Asian region. Prior to joining MFS Investment Management, Mr. Smith was a senior consultant at Accenture, working within its Financial Services Group. Mr. Smith served as a United States Army Reserve Officer from 1987 to 1992. Mr. Smith earned a Bachelor of Science, Cum Laude, in Computer Science & Business Administration from the University of Mount Union and a Masters of Business Administration from the Wharton School at the University of Pennsylvania. Mr. Smith served as a Trustee for the University of Mount Union between 2009 and 2019. He has also served on the Posse Boston Advisory Board since 2015. Mr. Smith is a member of the Harvard Medical School Academic Advisory Council and the Boston Economic Club. Mr. Smith’s experience in the financial sector and director service for other public companies are valuable assets to the Board of Directors. Board Committees: Investment Committee, Nominating/Corporate Governance Committee 2022 Director Compensation Table Name Fees Earned or Paid in Cash ($) Stock Awards(1) ($) Total Compensation ($) Marcus L. Smith 83,500 69,979 153,479 |
| 2024-04-04 | Marcus L. Smith has been a director of the Company since February 2021. Board Committees: Audit Committee, Investment Committee, Nominating/Corporate Governance Committee. 2023 Director Compensation Table: Marcus L. Smith Fees Earned or Paid in Cash ($) 92,074, Stock Awards ($) 120,007, Total Compensation ($) 212,081 |
| 2025-04-02 | Marcus L. Smith has been a director of the Company since February 2021. ... Board Committees: Audit Committee, Investment Committee, Nominating/Corporate Governance Committee. 2024 Director Compensation Table: Marcus L. Smith total compensation $216,251. |
Source material: SEC submissions metadata and DEF 14A proxy filings from EDGAR. Last updated: 2026-03-22