Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2014-08-22 | Maryanne L. Roepke (Age 58) Trustee May 2014 2016 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2015-08-21 | Maryanne L. Roepke (Age 59) Trustee May 2014 2016 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2016-08-19 | Maryanne L. Roepke (Age 60) Trustee May 2014 2016 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2017-08-24 | Maryanne L. Roepke (Age 61) Trustee May 2014 2019 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2018-08-23 | Maryanne L. Roepke (Age 62) Trustee May 2014 2019 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2019-08-22 | Maryanne L. Roepke (Age 63) Trustee May 2014 2019 American Century Investments, Senior Vice President and Chief Compliance Officer (until 2014); Audit Committee, Compliance Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee; Total Trustee Compensation Paid by Trust and Fund Complex $386,029 |
| 2020-08-20 | Maryanne L. Roepke (Age 64) Trustee May 2014 2022 Former Senior Vice President and Chief Compliance Officer of American Century Investments. Committees: Audit Committee, Compliance Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee. Total Trustee Compensation Paid by Trust and Fund Complex: $395,809. |
| 2021-08-27 | Maryanne L. Roepke (age 65) Trustee since May 2014, Private investor, member of Audit Committee, Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee |
| 2022-08-26 | Maryanne L. Roepke (age 66) Trustee May 2014 2022 Private investor Audit Committee Compliance Committee Nomination and Compensation Committee Portfolio Trading and Marketing Review Committee Total Trustee Compensation Paid by Trust and Fund Complex $417,500 |
| 2023-08-30 | Maryanne L. Roepke (age 67) Trustee May 2014 2025 Private investor |
| 2024-08-23 | Maryanne L. Roepke (age 68) Trustee May 2014 2025 Private investor Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee |
| Filing Date | Source Excerpt |
|---|---|
| 2015-08-21 | Ms. Roepke has substantial executive and compliance experience within the investment management industry. She was a Senior Vice President and the Chief Compliance Officer of American Century Investments, Inc. |
| 2016-08-31 | Ms. Roepke has substantial executive and compliance experience within the investment management industry. She was a Senior Vice President and the Chief Compliance Officer of American Century Investments, Inc. |
| 2017-08-24 | Ms. Roepke has substantial executive and compliance experience within the investment management industry. She was a Senior Vice President and the Chief Compliance Officer of American Century Investments, Inc. ("American Century"), where she worked for over 30 years. |
| 2018-08-23 | Ms. Roepke was a Senior Vice President and the Chief Compliance Officer of American Century Investments, Inc. ("American Century"), where she worked for over 30 years. Ms. Roepke served on the board of the American Century SICAV, a mutual fund complex. She currently is a trustee of Rockhurst University. |
| 2019-08-22 | Ms. Roepke has substantial executive and compliance experience within the investment management industry. |
| 2020-08-20 | Ms. Roepke was a Senior Vice President and the Chief Compliance Officer of American Century Investments, Inc. |
| 2021-08-27 | Ms. Roepke has substantial executive and compliance experience within the investment management industry. |
| 2022-08-26 | Ms. Roepke has substantial executive and compliance experience within the investment management industry. She was a Senior Vice President and the Chief Compliance Officer of American Century Investments, Inc., where she worked for over 30 years. |
| 2023-08-30 | Ms. Roepke has substantial executive and compliance experience within the investment management industry. She was a Senior Vice President and the Chief Compliance Officer of American Century Investments, Inc., where she worked for over 30 years. |
| 2024-08-23 | Ms. Roepke has substantial executive and compliance experience within the investment management industry. She was a Senior Vice President and the Chief Compliance Officer of American Century Investments, Inc., where she worked for over 30 years. |
| Filing Date | Source Excerpt |
|---|---|
| 2014-08-22 | Maryanne L. Roepke (Age 58) Trustee May 2014 2016 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2015-08-21 | Maryanne L. Roepke (Age 59) Trustee May 2014 2016 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2016-08-19 | Maryanne L. Roepke (Age 60) Trustee May 2014 2016 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2017-08-24 | Maryanne L. Roepke (Age 61) Trustee May 2014 2019 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2018-08-23 | Maryanne L. Roepke (Age 62) Trustee May 2014 2019 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) Committees: Audit Committee, Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee Total Trustee Compensation Paid by Trust and Fund Complex: $373,964 |
| 2019-08-22 | Maryanne L. Roepke (Age 63) Trustee May 2014 2019 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2020-08-20 | Maryanne L. Roepke (Age 64) Trustee May 2014 2022 Ms. Roepke has substantial executive and compliance experience within the investment management industry. She was a Senior Vice President and the Chief Compliance Officer of American Century Investments, Inc. (American Century), where she worked for over 30 years. Ms. Roepke served on the board of the American Century SICAV, a mutual fund complex. She currently is a trustee of Rockhurst University. She is a former member of the Investment Company Institute's Chief Compliance Officer Committee and Risk Management Advisory Committee. |
| 2021-08-27 | Maryanne L. Roepke (age 65) Trustee May 2014 Private investor. Committees: Audit Committee, Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee. Trustee Compensation Table shows total compensation of $409,311. |
| 2022-08-26 | Maryanne L. Roepke (age 66) Trustee May 2014 2022 Private investor Committees: Audit, Compliance, Contracts Review, Nomination and Compensation, Portfolio Trading and Marketing Review; Total Trustee Compensation Paid: $417,500 |
| 2023-08-30 | Maryanne L. Roepke (age 67) Trustee. Independent Trustee. Committees: Audit Committee, Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee. Compensation: $434,000 total trustee compensation paid by Trust and MFS Fund Complex. |
| 2024-08-23 | Maryanne L. Roepke (age 68) Trustee May 2014 2025 Private investor Committees: Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee. Total Trustee Compensation Paid by Trust and MFS Fund Complex: $455,000. |
| Filing Date | Source Excerpt |
|---|---|
| 2014-08-22 | Maryanne L. Roepke (Age 58) Trustee May 2014 2016 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2015-08-21 | Maryanne L. Roepke (Age 59) Trustee May 2014 2016 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2016-08-19 | Maryanne L. Roepke (Age 60) Trustee May 2014 2016 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2017-08-24 | Maryanne L. Roepke (Age 61) Trustee May 2014 2019 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2018-08-23 | Maryanne L. Roepke (Age 62) Trustee May 2014 2019 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2019-08-22 | Maryanne L. Roepke (Age 63) Trustee May 2014 2019 American Century Investments, Senior Vice President and Chief Compliance Officer (until 2014); Audit Committee, Compliance Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee; Total Trustee Compensation Paid by Trust and Fund Complex $386,029 |
| 2020-08-20 | Maryanne L. Roepke (Age 64) Trustee May 2014 2022 Former Senior Vice President and Chief Compliance Officer of American Century Investments. Committees: Audit Committee, Compliance Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee. Total Trustee Compensation Paid by Trust and Fund Complex: $395,809. |
| 2021-08-27 | Maryanne L. Roepke (age 65) Trustee May 2014 Private investor |
| 2022-08-26 | Maryanne L. Roepke (age 66) Trustee May 2014 Former Chief Compliance Officer of American Century Investments, Inc. Audit Committee, Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee. Total Trustee Compensation Paid by Trust and Fund Complex: $417,500. |
| 2023-08-30 | Maryanne L. Roepke (age 67) Trustee Private investor |
| 2024-08-23 | Maryanne L. Roepke (age 68) Trustee May 2014 Private investor Committees: Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee |
| Filing Date | Source Excerpt |
|---|---|
| 2014-08-22 | Maryanne L. Roepke (Age 58) Trustee May 2014 2016 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2015-08-21 | Maryanne L. Roepke (Age 59) Trustee May 2014 2016 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2016-08-19 | Maryanne L. Roepke (Age 60) Trustee May 2014 2016 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2017-08-24 | Maryanne L. Roepke (Age 61) Trustee May 2014 2019 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2018-08-23 | Maryanne L. Roepke (Age 62) Trustee May 2014 2019 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2019-08-22 | Maryanne L. Roepke (Age 63) Trustee May 2014 2019 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2020-08-20 | Maryanne L. Roepke (Age 64) Trustee May 2014 2022 American Century Investments, Senior Vice President and Chief Compliance Officer (until 2014); Audit Committee, Compliance Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee member; Compensation $395,809 |
| 2021-08-27 | Maryanne L. Roepke (age 65) Trustee Independent Trustee. Ms. Roepke has substantial executive and compliance experience within the investment management industry. The Audit Committee consists only of Independent Trustees including Roepke. The Compliance Committee consists of Roepke and others. The Nomination and Compensation Committee and Portfolio Trading and Marketing Review Committee consist of all Independent Trustees including Roepke. |
| 2022-08-26 | Maryanne L. Roepke (age 66) Trustee since May 2014; Private investor; former Senior Vice President and Chief Compliance Officer of American Century Investments; substantial executive and compliance experience. |
| 2023-08-30 | Maryanne L. Roepke (age 67) Trustee May 2014 2025 Private investor |
| 2024-08-23 | Maryanne L. Roepke (age 68) Trustee May 2014 2025 Private investor Committees: Compliance Committee, Services Contracts Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee Total Trustee Compensation Paid by Trust and MFS Fund Complex: $455,000 |
| Filing Date | Source Excerpt |
|---|---|
| 2014-08-22 | Maryanne L. Roepke (Age 58) Trustee May 2014 2016 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2015-08-21 | Maryanne L. Roepke (Age 59) Trustee May 2014 2016 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2016-08-19 | Maryanne L. Roepke (Age 60) Trustee May 2014 2016 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2017-08-24 | Maryanne L. Roepke (Age 61) Trustee May 2014 2019 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2018-08-23 | Maryanne L. Roepke (Age 62) Trustee May 2014 2019 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2019-08-22 | Maryanne L. Roepke (Age 63) Trustee May 2014 2019 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) Interested Trustees receive no compensation from any Trust for their services as Trustees. |
| 2020-08-20 | Maryanne L. Roepke (Age 64) Trustee May 2014 2022 American Century Investments, Senior Vice President and Chief Compliance Officer (until 2014). Committees: Audit Committee, Compliance Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee. Total Trustee Compensation Paid by Trust and Fund Complex: $395,809 |
| 2021-08-27 | Maryanne L. Roepke (age 65) Trustee since May 2014, Private investor, member of Audit Committee, Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee |
| 2022-08-26 | Maryanne L. Roepke (age 66) Trustee May 2014 Former Chief Compliance Officer of American Century Investments, Inc. Audit Committee, Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee. Total Trustee Compensation Paid by Trust and Fund Complex: $417,500. |
| 2023-08-30 | Maryanne L. Roepke (age 67) Trustee Private investor |
| 2024-08-23 | Maryanne L. Roepke (age 68) Trustee May 2014 2025 Private investor Committees: Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Services Contracts Committee, Portfolio Trading and Marketing Review Committee Compensation: $455,000 total annual compensation. |
| Filing Date | Source Excerpt |
|---|---|
| 2014-08-22 | Maryanne L. Roepke (Age 58) Trustee May 2014 2016 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2015-08-21 | Maryanne L. Roepke (Age 59) Trustee May 2014 2016 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2016-08-19 | Maryanne L. Roepke (Age 60) Trustee May 2014 2016 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2017-08-24 | Maryanne L. Roepke (Age 61) Trustee since May 2014; former Chief Compliance Officer of American Century Investments; member of Audit Committee, Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee; total compensation $357,238. |
| 2018-08-23 | Maryanne L. Roepke (Age 62) Trustee May 2014 2019 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2019-08-22 | Maryanne L. Roepke (Age 63) Trustee May 2014 2019 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2020-08-20 | Maryanne L. Roepke (Age 64) Trustee May 2014 2022 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2021-08-27 | Maryanne L. Roepke (age 65) Trustee since May 2014, Private investor, member of Audit Committee, Compliance Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee |
| 2022-08-26 | Maryanne L. Roepke (age 66) Trustee May 2014 2022 Private investor Audit Committee Compliance Committee Nomination and Compensation Committee Portfolio Trading and Marketing Review Committee Total Trustee Compensation Paid by Trust and Fund Complex $417,500 |
| 2023-08-30 | Maryanne L. Roepke (age 67) Trustee, Private investor, Compensation $434,000, Committees: Audit Committee, Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee |
| 2024-08-23 | Maryanne L. Roepke (age 68) Trustee since May 2014; Private investor; Committees: Compliance, Contracts Review, Nomination and Compensation, Portfolio Trading and Marketing Review, Services Contracts; Total Trustee Compensation Paid by Trust and MFS Fund Complex: $455,000. |
| Filing Date | Source Excerpt |
|---|---|
| 2014-08-22 | Maryanne L. Roepke (Age 58) Trustee May 2014 2016 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2015-08-21 | Maryanne L. Roepke (Age 59) Trustee May 2014 2016 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2016-08-19 | Maryanne L. Roepke (Age 60) Trustee May 2014 2016 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2017-08-24 | Maryanne L. Roepke (Age 61) Trustee May 2014 2019 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2018-08-23 | Maryanne L. Roepke (Age 62) Trustee May 2014 2019 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2019-08-22 | Maryanne L. Roepke (Age 63) Trustee May 2014 2019 American Century Investments, Senior Vice President and Chief Compliance Officer (until 2014); Audit Committee, Compliance Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee; Total Trustee Compensation Paid by Trust and Fund Complex $386,029 |
| 2020-08-20 | Maryanne L. Roepke (Age 64) Trustee May 2014 2022 Former Senior Vice President and Chief Compliance Officer of American Century Investments. Committees: Audit Committee, Compliance Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee. Total Trustee Compensation Paid by Trust and Fund Complex: $395,809. |
| 2021-08-27 | Maryanne L. Roepke (age 65) Trustee since May 2014, Private investor, member of Audit Committee, Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee |
| 2022-08-26 | Maryanne L. Roepke (age 66) Trustee since May 2014; Private investor; serves on Audit Committee, Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee; total compensation $417,500. |
| 2023-08-30 | Maryanne L. Roepke (age 67) Trustee May 2014 2025 Private investor |
| 2024-08-23 | Maryanne L. Roepke (age 68) Trustee May 2014 2025 Private investor Committees: Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee. Total Trustee Compensation Paid by Trust and MFS Fund Complex: $455,000. |
| Filing Date | Source Excerpt |
|---|---|
| 2014-08-22 | Maryanne L. Roepke (Age 58) Trustee May 2014 2016 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2015-08-21 | Maryanne L. Roepke (Age 59) Trustee May 2014 2016 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2016-08-19 | Maryanne L. Roepke (Age 60) Trustee May 2014 2016 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2017-08-24 | Maryanne L. Roepke (Age 61) Trustee May 2014 2019 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2018-08-23 | Maryanne L. Roepke (Age 62) Trustee May 2014 2019 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2019-08-22 | Maryanne L. Roepke (Age 63) Trustee May 2014 2019 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) |
| 2020-08-20 | Maryanne L. Roepke (Age 64) Trustee May 2014 2022 American Century Investments (investment management), Senior Vice President and Chief Compliance Officer (until 2014) Total Trustee Compensation Paid by Trust and Fund Complex $395,809 |
| 2021-08-27 | Maryanne L. Roepke (age 65) Trustee Independent Trustee Private investor |
| 2022-08-26 | Maryanne L. Roepke (age 66) Trustee May 2014 Former Senior Vice President and Chief Compliance Officer of American Century Investments, Inc. Committees: Audit Committee, Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee. Total Trustee Compensation Paid by Trust and Fund Complex: $417,500. |
| 2023-08-30 | Maryanne L. Roepke (age 67) Trustee May 2014 2025 Private investor |
| 2024-08-23 | Maryanne L. Roepke (age 68) Trustee since May 2014; Private investor; serves on Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee; total compensation $455,000. |
Data sourced from SEC filings. Last updated: 2025-12-06