Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2009-08-26 | Maureen R. Goldfarb(born 04/06/55) Trustee January 2009 2010 Private investor; John Hancock Financial Services, Inc., Executive Vice President; Compliance and Governance Committee, Portfolio Trading and Marketing Review Committee, Nomination and Compensation Committee |
| 2010-08-25 | Maureen R. Goldfarb(55) Trustee January 2009 2013 Private investor; John Hancock Financial Services, Inc., Executive Vice President (until 2004) ... Compliance and Governance Committee: Butler*, Cohn*, Goldfarb*, Gutow*, and Sherratt* ... Contracts Review Committee: All Independent Trustees of the Board (Butler, Cohn, Goldfarb, Gunning, Gutow, Hegarty, Kavanaugh, Sherratt, Thomsen, and Uek) ... Portfolio Trading and Marketing Review Committee: Cohn*, Goldfarb*, Gutow*, and Hegarty* ... Services Contracts Committee: All Independent Trustees of the Board (Butler, Cohn, Goldfarb, Gunning, Gutow Hegarty, Kavanaugh, Sharratt, Thomsen, and Uek) ... Total Cash Compensation: $216,853 |
| 2011-08-24 | Maureen R. Goldfarb (Age 56) Trustee January 2009 2013 Private investor |
| 2012-09-20 | Maureen R. Goldfarb (Age 57) Trustee January 2009 2013 Private investor |
| 2013-08-22 | Maureen R. Goldfarb (Age 58) Trustee January 2009 2013 Private investor |
| 2014-08-22 | Maureen R. Goldfarb (Age 59) Trustee January 2009 2016 Private investor |
| 2015-08-21 | Maureen R. Goldfarb (Age 60) Trustee January 2009 2016 Private investor |
| 2016-08-19 | Maureen R. Goldfarb (Age 61) Trustee January 2009 2016 Private investor |
| 2017-08-24 | Maureen R. Goldfarb (Age 62) Trustee January 2009 2019 Private investor |
| 2018-08-23 | Maureen R. Goldfarb (Age 63) Trustee January 2009 2019 Private investor |
| 2019-08-22 | Maureen R. Goldfarb (Age 64) Trustee January 2009 2019 Private investor; Compliance Committee, Nomination and Compensation Committee, Contracts Review Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee; Total Trustee Compensation Paid by Trust and Fund Complex $381,029 |
| 2020-08-20 | Maureen R. Goldfarb (Age 65) Trustee January 2009 2022 Private investor. Committees: Compliance Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee. Total Trustee Compensation Paid by Trust and Fund Complex: $390,809. |
| 2021-08-27 | Maureen R. Goldfarb (age 66) Trustee since January 2009, Private investor, member of Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee |
| 2022-08-26 | Maureen R. Goldfarb (age 67) Trustee January 2009 2022 Private investor Compliance Committee Nomination and Compensation Committee Services Contracts Committee Total Trustee Compensation Paid by Trust and Fund Complex $413,500 |
| 2023-08-30 | Maureen R. Goldfarb (age 68) Trustee January 2009 2025 Private investor |
| 2024-08-23 | Maureen R. Goldfarb (age 69) Trustee January 2009 2025 Private investor Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee |
| Filing Date | Source Excerpt |
|---|---|
| 2010-08-25 | Ms. Goldfarb has substantial executive and board experience at firms within the investment management industry. She was the Chief Executive Officer and Chairman of the Board of Trustees of the John Hancock Funds and an Executive Vice President of John Hancock Financial Services, Inc. Prior to joining John Hancock, Ms. Goldfarb was a Senior Vice President with Massachusetts Mutual Life Insurance Company. She also held various marketing, distribution and portfolio management positions with other investment management firms. |
| 2011-08-24 | Ms. Goldfarb has substantial executive and board experience at firms within the investment management industry. She was the Chief Executive Officer and Chairman of the Board of Trustees of the John Hancock Funds and an Executive Vice President of John Hancock Financial Services, Inc. |
| 2012-09-20 | Ms. Goldfarb was the CEO and Chairman of the Board of Trustees of the John Hancock Funds and an Executive Vice President of John Hancock Financial Services, Inc. |
| 2013-08-22 | Ms. Goldfarb has substantial executive and board experience at firms within the investment management industry. She was the Chief Executive Officer and Chairman of the Board of Trustees of the John Hancock Funds and an Executive Vice President of John Hancock Financial Services, Inc. |
| 2015-08-21 | Ms. Goldfarb has substantial executive and board experience at firms within the investment management industry. She was the Chief Executive Officer and Chairman of the Board of Trustees of the John Hancock Funds and an Executive Vice President of John Hancock Financial Services, Inc. |
| 2016-08-31 | Ms. Goldfarb has substantial executive and board experience at firms within the investment management industry. She was the Chief Executive Officer and Chairman of the Board of Trustees of the John Hancock Funds and an Executive Vice President of John Hancock Financial Services, Inc. |
| 2017-08-24 | Ms. Goldfarb has substantial executive and board experience at firms within the investment management industry. She was the Chief Executive Officer and Chairman of the Board of Trustees of the John Hancock Funds and an Executive Vice President of John Hancock Financial Services, Inc. |
| 2018-08-23 | Ms. Goldfarb was the Chief Executive Officer and Chairman of the Board of Trustees of the John Hancock Funds and an Executive Vice President of John Hancock Financial Services, Inc. Prior to joining John Hancock, Ms. Goldfarb was a Senior Vice President with Massachusetts Mutual Life Insurance Company. She also held various marketing, distribution, and portfolio management positions with other investment management firms. |
| 2019-08-22 | Ms. Goldfarb has substantial executive and board experience at firms within the investment management industry. |
| 2020-08-20 | Ms. Goldfarb was the Chief Executive Officer and Chairman of the Board of Trustees of the John Hancock Funds and an Executive Vice President of John Hancock Financial Services, Inc. |
| 2021-08-27 | Ms. Goldfarb has substantial executive and board experience at firms within the investment management industry. |
| 2022-08-26 | Ms. Goldfarb has substantial executive and board experience at firms within the investment management industry. She was the Chief Executive Officer and Chairman of the Board of Trustees of the John Hancock Funds and an Executive Vice President of John Hancock Financial Services, Inc. |
| 2023-08-30 | Ms. Goldfarb has substantial executive and board experience at firms within the investment management industry. She was the Chief Executive Officer and Chairman of the Board of Trustees of the John Hancock Funds and an Executive Vice President of John Hancock Financial Services, Inc. |
| 2024-08-23 | Ms. Goldfarb has substantial executive and board experience at firms within the investment management industry. She was the Chief Executive Officer and Chairman of the Board of Trustees of the John Hancock Funds and an Executive Vice President of John Hancock Financial Services, Inc. |
| Filing Date | Source Excerpt |
|---|---|
| 2009-08-26 | Maureen R. Goldfarb(born 04/06/55) Trustee January 2009 2010 Private investor |
| 2010-08-25 | Maureen R. Goldfarb(55) Trustee January 2009 2013 Private investor; John Hancock Financial Services, Inc., Executive Vice President (until 2004); John Hancock Mutual Funds, Trustee and Chief Executive Officer (until 2004) |
| 2011-08-24 | Maureen R. Goldfarb (Age 56) Trustee January 2009 2013 Private investor |
| 2012-09-20 | Maureen R. Goldfarb (Age 57) Trustee January 2009 2013 Private investor |
| 2013-08-22 | Maureen R. Goldfarb (Age 58) Trustee January 2009 2013 Private investor |
| 2014-08-22 | Maureen R. Goldfarb (Age 59) Trustee January 2009 2016 Private investor |
| 2015-08-21 | Maureen R. Goldfarb (Age 60) Trustee January 2009 2016 Private investor |
| 2016-08-19 | Maureen R. Goldfarb (Age 61) Trustee January 2009 2016 Private investor |
| 2017-08-24 | Maureen R. Goldfarb (Age 62) Trustee January 2009 2019 Private investor |
| 2018-08-23 | Maureen R. Goldfarb (Age 63) Trustee January 2009 2019 Private investor Committees: Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee, Services Contracts Committee Total Trustee Compensation Paid by Trust and Fund Complex: $371,964 |
| 2019-08-22 | Maureen R. Goldfarb (Age 64) Trustee January 2009 2019 Private investor |
| 2020-08-20 | Maureen R. Goldfarb (Age 65) Trustee January 2009 2022 Ms. Goldfarb has substantial executive and board experience at firms within the investment management industry. She was the Chief Executive Officer and Chairman of the Board of Trustees of the John Hancock Funds and an Executive Vice President of John Hancock Financial Services, Inc. Prior to joining John Hancock, Ms. Goldfarb was a Senior Vice President with Massachusetts Mutual Life Insurance Company. She also held various marketing, distribution, and portfolio management positions with other investment management firms. Ms. Goldfarb is a former member of the Board of Governors of the Investment Company Institute. |
| 2021-08-27 | Maureen R. Goldfarb (age 66) Trustee January 2009 2022 Private investor. Committees: Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee. Trustee Compensation Table shows total compensation of $405,311. |
| 2022-08-26 | Maureen R. Goldfarb (age 67) Trustee January 2009 2022 Private investor Committees: Compliance, Contracts Review, Nomination and Compensation, Portfolio Trading and Marketing Review, Services Contracts; Total Trustee Compensation Paid: $413,500 |
| 2023-08-30 | Maureen R. Goldfarb (age 68) Trustee. Independent Trustee. Committees: Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee. Compensation: $430,000 total trustee compensation paid by Trust and MFS Fund Complex. |
| 2024-08-23 | Maureen R. Goldfarb (age 69) Trustee January 2009 2025 Private investor Committees: Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee. Total Trustee Compensation Paid by Trust and MFS Fund Complex: $447,000. |
| Filing Date | Source Excerpt |
|---|---|
| 2009-08-26 | Maureen R. Goldfarb(born 04/06/55) Trustee January 2009 2010 Private investor; John Hancock Financial Services, Inc., Executive Vice President; Compliance and Governance Committee, Portfolio Trading and Marketing Review Committee, Nomination and Compensation Committee |
| 2010-08-25 | Maureen R. Goldfarb(55) Trustee January 2009 2013 Private investor; John Hancock Financial Services, Inc., Executive Vice President (until 2004) ... Compliance and Governance Committee: Butler*, Cohn*, Goldfarb*, Gutow*, and Sherratt* ... Contracts Review Committee: All Independent Trustees of the Board (Butler, Cohn, Goldfarb, Gunning, Gutow, Hegarty, Kavanaugh, Sherratt, Thomsen, and Uek) ... Nomination and Compensation Committee: All Independent Trustees of the Board (Butler, Cohn, Goldfarb, Gunning, Gutow, Hegarty, Kavanaugh, Sherratt, Thomsen, and Uek) ... Portfolio Trading and Marketing Review Committee: Cohn*, Goldfarb*, Gutow*, and Hegarty* ... Services Contracts Committee: All Independent Trustees of the Board (Butler, Cohn, Goldfarb, Gunning, Gutow Hegarty, Kavanaugh, Sharratt, Thomsen, and Uek) ... Total Cash Compensation: $216,853 |
| 2011-08-24 | Maureen R. Goldfarb (Age 56) Trustee January 2009 2013 Private investor |
| 2012-09-20 | Maureen R. Goldfarb (Age 57) Trustee January 2009 2013 Private investor |
| 2013-08-22 | Maureen R. Goldfarb (Age 58) Trustee January 2009 2013 Private investor |
| 2014-08-22 | Maureen R. Goldfarb (Age 59) Trustee January 2009 2016 Private investor |
| 2015-08-21 | Maureen R. Goldfarb (Age 60) Trustee January 2009 2016 Private investor |
| 2016-08-19 | Maureen R. Goldfarb (Age 61) Trustee January 2009 2016 Private investor |
| 2017-08-24 | Maureen R. Goldfarb (Age 62) Trustee January 2009 2019 Private investor |
| 2018-08-23 | Maureen R. Goldfarb (Age 63) Trustee January 2009 2019 Private investor |
| 2019-08-22 | Maureen R. Goldfarb (Age 64) Trustee January 2009 2019 Private investor; Compliance Committee, Nomination and Compensation Committee, Contracts Review Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee; Total Trustee Compensation Paid by Trust and Fund Complex $381,029 |
| 2020-08-20 | Maureen R. Goldfarb (Age 65) Trustee January 2009 2022 Private investor. Committees: Compliance Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee. Total Trustee Compensation Paid by Trust and Fund Complex: $390,809. |
| 2021-08-27 | Maureen R. Goldfarb (age 66) Trustee January 2009 2022 Private investor |
| 2022-08-26 | Maureen R. Goldfarb (age 67) Trustee January 2009 Private investor 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 Fund Complex: $413,500. |
| 2023-08-30 | Maureen R. Goldfarb (age 68) Trustee Private investor |
| 2024-08-23 | Maureen R. Goldfarb (age 69) Trustee January 2009 2025 Private investor Committees: Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee |
| Filing Date | Source Excerpt |
|---|---|
| 2009-08-26 | Maureen R. Goldfarb(born 04/06/55) Trustee January 2009 2010 Private investor; John Hancock Financial Services, Inc., Executive Vice President (until 2004); John Hancock Mutual Funds, Trustee and Chief Executive Officer (until 2004) |
| 2010-08-25 | Maureen R. Goldfarb(55) Trustee January 2009 2013 Private investor; John Hancock Financial Services, Inc., Executive Vice President (until 2004) ... Compliance and Governance Committee: Butler*, Cohn*, Goldfarb*, Gutow*, and Sherratt* ... Contracts Review Committee: All Independent Trustees of the Board (Butler, Cohn, Goldfarb, Gunning, Gutow, Hegarty, Kavanaugh, Sherratt, Thomsen, and Uek) ... Portfolio Trading and Marketing Review Committee: Cohn*, Goldfarb*, Gutow*, and Hegarty* ... Services Contracts Committee: All Independent Trustees of the Board (Butler, Cohn, Goldfarb, Gunning, Gutow Hegarty, Kavanaugh, Sharratt, Thomsen, and Uek) ... Trustee Compensation Table: Maureen R. Goldfarb total cash compensation $216,853 |
| 2011-08-24 | Maureen R. Goldfarb (Age 56) Trustee January 2009 2013 Private investor |
| 2012-09-20 | Maureen R. Goldfarb (Age 57) Trustee January 2009 2013 Private investor |
| 2013-08-22 | Maureen R. Goldfarb (Age 58) Trustee January 2009 2013 Private investor |
| 2014-08-22 | Maureen R. Goldfarb (Age 59) Trustee January 2009 2016 Private investor |
| 2015-08-21 | Maureen R. Goldfarb (Age 60) Trustee January 2009 2016 Private investor |
| 2016-08-19 | Maureen R. Goldfarb (Age 61) Trustee January 2009 2016 Private investor |
| 2017-08-24 | Maureen R. Goldfarb (Age 62) Trustee January 2009 2019 Private investor |
| 2018-08-23 | Maureen R. Goldfarb (Age 63) Trustee January 2009 2019 Private investor |
| 2019-08-22 | Maureen R. Goldfarb (Age 64) Trustee January 2009 2019 Private investor |
| 2020-08-20 | Maureen R. Goldfarb (Age 65) Trustee January 2009 2022 Private investor; Compliance Committee, Services Contracts Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee member; Compensation $390,809 |
| 2021-08-27 | Maureen R. Goldfarb (age 66) Trustee Independent Trustee. Ms. Goldfarb has substantial executive and board experience at firms within the investment management industry. The Compliance Committee consists of Goldfarb and others. The Contracts Review Committee and Nomination and Compensation Committee and Portfolio Trading and Marketing Review Committee and Services Contracts Committee consist of all Independent Trustees including Goldfarb. |
| 2022-08-26 | Maureen R. Goldfarb (age 67) Trustee since January 2009; Private investor; former CEO and Chairman of John Hancock Funds; substantial executive and board experience. |
| 2023-08-30 | Maureen R. Goldfarb (age 68) Trustee January 2009 2025 Private investor |
| 2024-08-23 | Maureen R. Goldfarb (age 69) Trustee January 2009 2025 Private investor Committees: Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee Total Trustee Compensation Paid by Trust and MFS Fund Complex: $447,000 |
| Filing Date | Source Excerpt |
|---|---|
| 2009-08-13 | Maureen R. Goldfarb (born 04/06/55) Trustee January 2009 2010 Private investor; John Hancock Financial Services, Inc., Executive Vice President (until 2004); John Hancock Mutual Funds, Trustee and Chief Executive Officer (until 2004). Committees: Compliance and Governance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee. Trustee Fees From Trust N/A, Total Cash Compensation From Trust and Fund Complex N/A. |
| 2010-08-25 | Maureen R. Goldfarb(55) Trustee January 2009 2013 Private investor; John Hancock Financial Services, Inc., Executive Vice President (until 2004); John Hancock Mutual Funds, Trustee and Chief Executive Officer (until 2004) |
| 2011-08-24 | Maureen R. Goldfarb (Age 56) Trustee January 2009 2013 Private investor |
| 2012-09-20 | Maureen R. Goldfarb (Age 57) Trustee January 2009 2013 Private investor |
| 2013-08-22 | Maureen R. Goldfarb (Age 58) Trustee January 2009 2013 Private investor |
| 2014-08-22 | Maureen R. Goldfarb (Age 59) Trustee January 2009 2016 Private investor |
| 2015-08-21 | Maureen R. Goldfarb (Age 60) Trustee January 2009 2016 Private investor |
| 2016-08-19 | Maureen R. Goldfarb (Age 61) Trustee January 2009 2016 Private investor |
| 2017-08-24 | Maureen R. Goldfarb (Age 62) Trustee January 2009 2019 Private investor |
| 2018-08-23 | Maureen R. Goldfarb (Age 63) Trustee January 2009 2019 Private investor |
| 2019-08-22 | Maureen R. Goldfarb (Age 64) Trustee January 2009 2019 Private investor Interested Trustees receive no compensation from any Trust for their services as Trustees. |
| 2020-08-20 | Maureen R. Goldfarb (Age 65) Trustee January 2009 2022 Private investor. Committees: Compliance Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee. Total Trustee Compensation Paid by Trust and Fund Complex: $390,809 |
| 2021-08-27 | Maureen R. Goldfarb (age 66) Trustee since January 2009, Private investor, former CEO and Chairman of John Hancock Funds, member of Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee |
| 2022-08-26 | Maureen R. Goldfarb (age 67) Trustee January 2009 Private investor 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 Fund Complex: $413,500. |
| 2023-08-30 | Maureen R. Goldfarb (age 68) Trustee Private investor |
| 2024-08-23 | Maureen R. Goldfarb (age 69) Trustee January 2009 2025 Private investor Committees: Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee Compensation: $447,000 total annual compensation. |
| Filing Date | Source Excerpt |
|---|---|
| 2009-08-26 | Maureen R. Goldfarb(born 04/06/55) Trustee January 2009 2010 Private investor |
| 2010-08-25 | Maureen R. Goldfarb(55) Trustee January 2009 2013 Private investor; John Hancock Financial Services, Inc., Executive Vice President (until 2004); John Hancock Mutual Funds, Trustee and Chief Executive Officer (until 2004) ... TrusteeFeesFromTrust $ 216,853 |
| 2011-08-24 | Maureen R. Goldfarb (Age 56) Trustee since January 2009. Committees: Compliance and Governance Committee, Contracts Review Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee. |
| 2012-09-20 | Maureen R. Goldfarb (Age 57) Trustee January 2009 2013 Private investor |
| 2013-08-22 | Maureen R. Goldfarb (Age 58) Trustee January 2009 2013 Private investor |
| 2014-08-22 | Maureen R. Goldfarb (Age 59) Trustee January 2009 2016 Private investor |
| 2015-08-21 | Maureen R. Goldfarb (Age 60) Trustee January 2009 2016 Private investor |
| 2016-08-19 | Maureen R. Goldfarb (Age 61) Trustee January 2009 2016 Private investor |
| 2017-08-24 | Maureen R. Goldfarb (Age 62) Trustee since January 2009; former CEO of John Hancock Funds; member of Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee, Services Contracts Committee; total compensation $362,238. |
| 2018-08-23 | Maureen R. Goldfarb (Age 63) Trustee January 2009 2019 Private investor |
| 2019-08-22 | Maureen R. Goldfarb (Age 64) Trustee January 2009 2019 Private investor |
| 2020-08-20 | Maureen R. Goldfarb (Age 65) Trustee January 2009 2022 Private investor |
| 2021-08-27 | Maureen R. Goldfarb (age 66) Trustee since January 2009, Private investor, member of Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee |
| 2022-08-26 | Maureen R. Goldfarb (age 67) Trustee January 2009 2022 Private investor Compliance Committee Nomination and Compensation Committee Contracts Review Committee Portfolio Trading and Marketing Review Committee Services Contracts Committee Total Trustee Compensation Paid by Trust and Fund Complex $413,500 |
| 2023-08-30 | Maureen R. Goldfarb (age 68) Trustee, Private investor, Compensation $430,000, Committees: Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee |
| 2024-08-23 | Maureen R. Goldfarb (age 69) Trustee since January 2009; Private investor; Committees: Compliance, Contracts Review, Nomination and Compensation, Portfolio Trading and Marketing Review, Pricing; Total Trustee Compensation Paid by Trust and MFS Fund Complex: $447,000. |
| Filing Date | Source Excerpt |
|---|---|
| 2009-08-26 | Maureen R. Goldfarb(born 04/06/55) Trustee January 2009 2010 Private investor |
| 2010-08-25 | Maureen R. Goldfarb(55) Trustee January 2009 2013 Private investor; John Hancock Financial Services, Inc., Executive Vice President (until 2004); John Hancock Mutual Funds, Trustee and Chief Executive Officer (until 2004) |
| 2011-08-24 | Maureen R. Goldfarb (Age 56) Trustee January 2009 2013 Private investor |
| 2012-09-20 | Maureen R. Goldfarb (Age 57) Trustee January 2009 2013 Private investor |
| 2013-08-22 | Maureen R. Goldfarb (Age 58) Trustee January 2009 2013 Private investor |
| 2014-08-22 | Maureen R. Goldfarb (Age 59) Trustee January 2009 2016 Private investor |
| 2015-08-21 | Maureen R. Goldfarb (Age 60) Trustee January 2009 2016 Private investor |
| 2016-08-19 | Maureen R. Goldfarb (Age 61) Trustee January 2009 2016 Private investor |
| 2017-08-24 | Maureen R. Goldfarb (Age 62) Trustee January 2009 2019 Private investor |
| 2018-08-23 | Maureen R. Goldfarb (Age 63) Trustee January 2009 2019 Private investor |
| 2019-08-22 | Maureen R. Goldfarb (Age 64) Trustee January 2009 2019 Private investor; Compliance Committee, Nomination and Compensation Committee, Contracts Review Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee; Total Trustee Compensation Paid by Trust and Fund Complex $381,029 |
| 2020-08-20 | Maureen R. Goldfarb (Age 65) Trustee January 2009 2022 Private investor. Committees: Compliance Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee. Total Trustee Compensation Paid by Trust and Fund Complex: $390,809. |
| 2021-08-27 | Maureen R. Goldfarb (age 66) Trustee since January 2009, Private investor, member of Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee |
| 2022-08-26 | Maureen R. Goldfarb (age 67) Trustee since January 2009; Private investor; serves on Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee; total compensation $413,500. |
| 2023-08-30 | Maureen R. Goldfarb (age 68) Trustee January 2009 2025 Private investor |
| 2024-08-23 | Maureen R. Goldfarb (age 69) Trustee January 2009 2025 Private investor Committees: Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee. Total Trustee Compensation Paid by Trust and MFS Fund Complex: $447,000. |
| Filing Date | Source Excerpt |
|---|---|
| 2009-08-26 | Maureen R. Goldfarb(born 04/06/55) Trustee January 2009 2010 Private investor |
| 2010-08-25 | Maureen R. Goldfarb(55) Trustee January 2009 2013 Private investor; John Hancock Financial Services, Inc., Executive Vice President (until 2004); Compliance and Governance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee |
| 2011-08-24 | Maureen R. Goldfarb (Age 56) Trustee January 2009 2013 Private investor |
| 2012-09-20 | Maureen R. Goldfarb (Age 57) Trustee January 2009 2013 Private investor |
| 2013-08-22 | Maureen R. Goldfarb (Age 58) Trustee January 2009 2013 Private investor |
| 2014-08-22 | Maureen R. Goldfarb (Age 59) Trustee January 2009 2016 Private investor |
| 2015-08-21 | Maureen R. Goldfarb (Age 60) Trustee January 2009 2016 Private investor |
| 2016-08-19 | Maureen R. Goldfarb (Age 61) Trustee January 2009 2016 Private investor |
| 2017-08-24 | Maureen R. Goldfarb (Age 62) Trustee January 2009 2019 Private investor |
| 2018-08-23 | Maureen R. Goldfarb (Age 63) Trustee January 2009 2019 Private investor |
| 2019-08-22 | Maureen R. Goldfarb (Age 64) Trustee January 2009 2019 Private investor |
| 2020-08-20 | Maureen R. Goldfarb (Age 65) Trustee January 2009 2022 Private investor Total Trustee Compensation Paid by Trust and Fund Complex $390,809 |
| 2021-08-27 | Maureen R. Goldfarb (age 66) Trustee Independent Trustee Private investor |
| 2022-08-26 | Maureen R. Goldfarb (age 67) Trustee January 2009 Private investor Committees: Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Services Contracts Committee, Portfolio Trading and Marketing Review Committee. Total Trustee Compensation Paid by Trust and Fund Complex: $413,500. |
| 2023-08-30 | Maureen R. Goldfarb (age 68) Trustee January 2009 2025 Private investor |
| 2024-08-23 | Maureen R. Goldfarb (age 69) Trustee since January 2009; Private investor; serves on Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee; total compensation $447,000. |
Data sourced from SEC filings. Last updated: 2025-12-06