MICHAEL HEGARTY

Corporate Board Profile

Tech Score: 0/100

← Back to All Directors

MFS CHARTER INCOME TRUST

Filing Date Source Excerpt
2005-02-04 Michael Hegarty Trustee Since December 2004 2008 Retired; AXA Financial (financial services and insurance), Vice Chairman and Chief Operating Officer (until May 2001)
2007-08-17 Michael Hegarty Trustee December 2004 2008 Retired; AXA Financial (financial services and insurance), Vice Chairman and Chief Operating Officer (until May 2001)
2008-08-21 Michael Hegarty Trustee December 2004 2011 Retired; AXA Financial (financial services and insurance), Vice Chairman and Chief Operating Officer (until May 2001); The Equitable Life Assurance Society (insurance), President and Chief Operating Officer (until May 2001)
2009-08-26 Michael Hegarty(born 12/21/44) Trustee December 2004 2011 Private investor; Retired; AXA Financial, Vice Chairman and Chief Operating Officer; Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee
2010-08-25 Michael Hegarty(65) Trustee December 2004 2011 Private investor; AXA Financial, Vice Chairman and Chief Operating Officer (until 2001) ... 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* ... Pricing Committee: Hegarty*, Kavanaugh*, Thomsen*, and Uek* ... Services Contracts Committee: All Independent Trustees of the Board (Butler, Cohn, Goldfarb, Gunning, Gutow Hegarty, Kavanaugh, Sharratt, Thomsen, and Uek) ... Total Cash Compensation: $236,853
2011-08-24 Michael Hegarty (Age 66) Trustee December 2004 2014 Private investor
2012-09-20 Michael Hegarty (Age 67) Trustee December 2004 2014 Private investor
2013-08-22 Michael Hegarty (Age 68) Trustee December 2004 2014 Private investor
2014-08-22 Michael Hegarty (Age 69) Trustee December 2004 2014 Private investor
2015-08-21 Michael Hegarty (Age 70) Trustee December 2004 2017 Private investor
2016-08-19 Michael Hegarty (Age 71) Trustee December 2004 2017 Private investor
2017-08-24 Michael Hegarty (Age 72) Trustee December 2004 2017 Private investor
2018-08-23 Michael Hegarty (Age 73) Trustee December 2004 2020 Private investor
2019-08-22 Michael Hegarty (Age 74) Trustee December 2004 2020 Private investor; Audit Committee, Nomination and Compensation Committee, Contracts Review Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee; Total Trustee Compensation Paid by Trust and Fund Complex $381,029

MFS GOVERNMENT MARKETS INCOME TRUST

Filing Date Source Excerpt
2005-02-04 Michael Hegarty - Retired; AXA Financial (financial services and insurance), Vice Chairman and Chief Operating Officer; The Equitable Life Assurance Society (insurance), President and Chief Operating Officer
2006-08-18 Michael Hegarty; Trustee; Retired; AXA Financial, Vice Chairman and Chief Operating Officer; The Equitable Life Assurance Society, President and COO
2007-09-14 Michael Hegarty; Trustee; Retired; AXA Financial, Vice Chairman and Chief Operating Officer; The Equitable Life Assurance Society, President and COO
2008-08-21 Michael Hegarty Trustee December 2004 2011 Retired; AXA Financial (financial services and insurance), Vice Chairman and Chief Operating Officer (until May 2001); The Equitable Life Assurance Society (insurance), President and Chief Operating Officer (until May 2001)
2010-08-25 Mr. Hegarty has substantial senior executive and board experience at firms within the financial services industry, as well as board experience at publicly-traded and privately held companies. He served as the Vice Chairman and Chief Operating Officer of AXA Financial and as the President and Chief Operating Officer of The Equitable Life Assurance Society.
2011-08-24 Mr. Hegarty has substantial senior executive and board experience at firms within the financial services industry, as well as board experience at publicly-traded and privately held companies. He served as the Vice Chairman and Chief Operating Officer of AXA Financial and as the President and Chief Operating Officer of The Equitable Life Assurance Society.
2012-09-20 Mr. Hegarty served as Vice Chairman and COO of AXA Financial and President and COO of The Equitable Life Assurance Society.
2013-08-22 Mr. Hegarty served as the Vice Chairman and Chief Operating Officer of AXA Financial and as the President and Chief Operating Officer of The Equitable Life Assurance Society.
2014-08-22 Mr. Hegarty has substantial senior executive and board experience at firms within the financial services industry, as well as board experience at publicly-traded and privately held companies. He served as the Vice Chairman and Chief Operating Officer of AXA Financial and as the President and Chief Operating Officer of The Equitable Life Assurance Society. Mr. Hegarty also served as Vice Chairman of Chase Manhattan Corporation and Chemical Bank.
2015-08-21 Mr. Hegarty has substantial senior executive and board experience at firms within the financial services industry, as well as board experience at publicly-traded and privately held companies. He served as the Vice Chairman and Chief Operating Officer of AXA Financial and as the President and Chief Operating Officer of The Equitable Life Assurance Society.
2017-08-24 Mr. Hegarty has substantial senior executive and board experience at firms within the financial services industry, as well as board experience at publicly-traded and privately-held companies. He served as the Vice Chairman and Chief Operating Officer of AXA Financial and as the President and Chief Operating Officer of The Equitable Life Assurance Society.
2018-08-23 He served as the Vice Chairman and Chief Operating Officer of AXA Financial and as the President and Chief Operating Officer of The Equitable Life Assurance Society. Mr. Hegarty also served as Vice Chairman of Chase Manhattan Corporation and Chemical Bank. He is a former director of AllianceBernstein, which serves as the general partner of a publicly-traded investment adviser, and a former trustee of investment companies in the EQ Advisers Trust family of funds.
2019-08-22 Mr. Hegarty has substantial senior executive and board experience at firms within the financial services industry.

MFS HIGH INCOME MUNICIPAL TRUST

Filing Date Source Excerpt
2007-05-02 Michael Hegarty is a Nominee and Trustee. He serves on the Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, and Pricing Committee.
2008-08-21 Michael Hegarty Trustee June 2007 2011 Retired; AXA Financial (financial services and insurance), Vice Chairman and Chief Operating Officer (until May 2001); The Equitable Life Assurance Society (insurance), President and Chief Operating Officer (until May 2001)
2009-08-26 Michael Hegarty(born 12/21/44) Trustee December 2004 2011 Private investor
2010-08-25 Michael Hegarty(65) Trustee December 2004 2011 Private investor; AXA Financial (financial services and insurance), Vice Chairman and Chief Operating Officer (until 2001); The Equitable Life Assurance Society (insurance), President and Chief Operating Officer (until 2001)
2011-08-24 Michael Hegarty (Age 66) Trustee December 2004 2014 Private investor
2012-09-20 Michael Hegarty (Age 67) Trustee December 2004 2014 Private investor
2013-08-22 Michael Hegarty (Age 68) Trustee December 2004 2014 Private investor
2014-08-22 Michael Hegarty (Age 69) Trustee December 2004 2014 Private investor
2015-08-21 Michael Hegarty (Age 70) Trustee December 2004 2017 Private investor
2016-08-19 Michael Hegarty (Age 71) Trustee December 2004 2017 Private investor
2017-08-24 Michael Hegarty (Age 72) Trustee December 2004 2017 Private investor
2018-08-23 Michael Hegarty (Age 73) Trustee December 2004 2020 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 Michael Hegarty (Age 74) Trustee December 2004 2020 Private investor

MFS HIGH YIELD MUNICIPAL TRUST

Filing Date Source Excerpt
2007-05-02 Michael Hegarty is a Nominee and Trustee. He serves on the Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, and Pricing Committee.
2008-08-21 Michael Hegarty Trustee June 2007 2011 Retired; AXA Financial (financial services and insurance), Vice Chairman and Chief Operating Officer (until May 2001); The Equitable Life Assurance Society (insurance), President and Chief Operating Officer (until May 2001)
2009-08-26 Michael Hegarty(born 12/21/44) Trustee December 2004 2011 Private investor; Retired; AXA Financial, Vice Chairman and Chief Operating Officer; Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee
2010-08-25 Michael Hegarty(65) Trustee December 2004 2011 Private investor ... 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* ... Pricing Committee: Hegarty*, Kavanaugh*, Thomsen*, and Uek* ... Services Contracts Committee: All Independent Trustees of the Board (Butler, Cohn, Goldfarb, Gunning, Gutow Hegarty, Kavanaugh, Sharratt, Thomsen, and Uek) ... Total Cash Compensation: $236,853
2011-08-24 Michael Hegarty (Age 66) Trustee December 2004 2014 Private investor
2012-09-20 Michael Hegarty (Age 67) Trustee December 2004 2014 Private investor
2013-08-22 Michael Hegarty (Age 68) Trustee December 2004 2014 Private investor
2014-08-22 Michael Hegarty (Age 69) Trustee December 2004 2014 Private investor
2015-08-21 Michael Hegarty (Age 70) Trustee December 2004 2017 Private investor
2016-08-19 Michael Hegarty (Age 71) Trustee December 2004 2017 Private investor
2017-08-24 Michael Hegarty (Age 72) Trustee December 2004 2017 Private investor
2018-08-23 Michael Hegarty (Age 73) Trustee December 2004 2020 Private investor
2019-08-22 Michael Hegarty (Age 74) Trustee December 2004 2020 Private investor; Audit Committee, Nomination and Compensation Committee, Contracts Review Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee; Total Trustee Compensation Paid by Trust and Fund Complex $381,029

MFS INTERMEDIATE HIGH INCOME FUND

Filing Date Source Excerpt
2007-05-02 Messrs. Robert E. Butler, David H. Gunning, William R. Gutow, Michael Hegarty, J. Atwood Ives, Robert J. Manning, Lawrence T. Perera, Robert C. Pozen, J. Dale Sherratt and Robert W. Uek, Dr. Lawrence H. Cohn and Ms. Laurie J. Thomsen (each a "Nominee" and collectively, the "Nominees"), each of whom has agreed to serve, have been nominated for election as trustees of each Fund.
2008-08-21 Michael Hegarty Trustee June 2007 2011 Retired; AXA Financial (financial services and insurance), Vice Chairman and Chief Operating Officer (until May 2001); The Equitable Life Assurance Society (insurance), President and Chief Operating Officer (until May 2001)
2009-08-26 Michael Hegarty(born 12/21/44) Trustee December 2004 2011 Private investor; Retired; AXA Financial (financial services and insurance), Vice Chairman and Chief Operating Officer (until 2001)
2010-08-25 Michael Hegarty(65) Trustee December 2004 2011 Private investor; AXA Financial, Vice Chairman and Chief Operating Officer (until 2001) ... 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* ... Pricing Committee: Hegarty*, Kavanaugh*, Thomsen*, and Uek* ... Services Contracts Committee: All Independent Trustees of the Board (Butler, Cohn, Goldfarb, Gunning, Gutow Hegarty, Kavanaugh, Sharratt, Thomsen, and Uek) ... Trustee Compensation Table: Michael Hegarty total cash compensation $236,853
2011-08-24 Michael Hegarty (Age 66) Trustee December 2004 2014 Private investor
2012-09-20 Michael Hegarty (Age 67) Trustee December 2004 2014 Private investor
2013-08-22 Michael Hegarty (Age 68) Trustee December 2004 2014 Private investor
2014-08-22 Michael Hegarty (Age 69) Trustee December 2004 2014 Private investor
2015-08-21 Michael Hegarty (Age 70) Trustee December 2004 2017 Private investor
2016-08-19 Michael Hegarty (Age 71) Trustee December 2004 2017 Private investor
2017-08-24 Michael Hegarty (Age 72) Trustee December 2004 2017 Private investor
2018-08-23 Michael Hegarty (Age 73) Trustee December 2004 2020 Private investor
2019-08-22 Michael Hegarty (Age 74) Trustee December 2004 2020 Private investor

MFS INTERMEDIATE INCOME TRUST

Filing Date Source Excerpt
2005-02-04 Michael Hegarty (born 12/21/44) Trustee Since December 2004 2008 Retired; AXA Financial (financial services and insurance), Vice Chairman and Chief Operating Officer (until May 2001); The Equitable Life Assurance Society (insurance), President and Chief Operating Officer (until May 2001)
2007-08-17 Michael Hegarty Trustee December 2004 2008 Retired; AXA Financial (financial services and insurance), Vice Chairman and Chief Operating Officer (until May 2001); The Equitable Life Assurance Society (insurance), President and Chief Operating Officer (until May 2001)
2009-08-13 Michael Hegarty (born 12/21/44) Trustee December 2004 2011 Private investor; Retired; AXA Financial, Vice Chairman and Chief Operating Officer (until 2001); The Equitable Life Assurance Society, President and Chief Operating Officer (until 2001). Committees: Compliance and Governance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee. Trustee Fees From Trust $11,895, Total Cash Compensation From Trust and Fund Complex $256,886.
2010-08-25 Michael Hegarty(65) Trustee December 2004 2011 Private investor; AXA Financial (financial services and insurance), Vice Chairman and Chief Operating Officer (until 2001); The Equitable Life Assurance Society (insurance), President and Chief Operating Officer (until 2001)
2011-08-24 Michael Hegarty (Age 66) Trustee December 2004 2014 Private investor
2012-09-20 Michael Hegarty(Age 67) Trustee December 2004 2014 Private investor
2013-08-22 Michael Hegarty (Age 68) Trustee December 2004 2014 Private investor
2014-08-22 Michael Hegarty (Age 69) Trustee December 2004 2014 Private investor
2015-08-21 Michael Hegarty (Age 70) Trustee December 2004 2017 Private investor
2016-08-19 Michael Hegarty (Age 71) Trustee December 2004 2017 Private investor
2017-08-24 Michael Hegarty (Age 72) Trustee December 2004 2017 Private investor
2018-08-23 Michael Hegarty (Age 73) Trustee December 2004 2020 Private investor
2019-08-22 Michael Hegarty (Age 74) Trustee December 2004 2020 Private investor Interested Trustees receive no compensation from any Trust for their services as Trustees.

MFS INVESTMENT GRADE MUNICIPAL TRUST

Filing Date Source Excerpt
2007-05-02 Michael Hegarty, Retired; formerly AXA Financial; Nominee Trustee; member of Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee.
2008-08-21 Michael Hegarty Trustee June 2007 2011 Retired; AXA Financial (financial services and insurance), Vice Chairman and Chief Operating Officer (until May 2001); The Equitable Life Assurance Society (insurance), President and Chief Operating Officer (until May 2001)
2009-08-26 Michael Hegarty(born 12/21/44) Trustee December 2004 2011 Private investor
2010-08-25 Michael Hegarty(65) Trustee December 2004 2011 Private investor; AXA Financial (financial services and insurance), Vice Chairman and Chief Operating Officer (until 2001); The Equitable Life Assurance Society (insurance), President and Chief Operating Officer (until 2001) ... TrusteeFeesFromTrust $ 236,853
2011-08-24 Michael Hegarty (Age 66) Trustee since December 2004. Committees: Compliance and Governance Committee, Contracts Review Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee.
2012-09-20 Michael Hegarty (Age 67) Trustee December 2004 2014 Private investor
2013-08-22 Michael Hegarty (Age 68) Trustee December 2004 2014 Private investor
2014-08-22 Michael Hegarty (Age 69) Trustee December 2004 2014 Private investor
2015-08-21 Michael Hegarty (Age 70) Trustee December 2004 2017 Private investor
2016-08-19 Michael Hegarty (Age 71) Trustee December 2004 2017 Private investor
2017-08-24 Michael Hegarty (Age 72) Trustee since December 2004; former Vice Chairman and COO of AXA Financial; 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 Michael Hegarty (Age 73) Trustee December 2004 2020 Private investor
2019-08-22 Michael Hegarty (Age 74) Trustee December 2004 2020 Private investor

MFS MULTIMARKET INCOME TRUST

Filing Date Source Excerpt
2005-02-04 Michael Hegarty Trustee Since December 2004 2008 Retired; AXA Financial (financial services and insurance), Vice Chairman and Chief Operating Officer (until May 2001)
2006-08-18 Michael Hegarty Trustee December 2004 2008 Retired; AXA Financial (financial services and insurance), Vice Chairman and Chief Operating Officer (until May 2001)
2007-08-17 Michael Hegarty Trustee December 2004 2008 Retired; AXA Financial (financial services and insurance), Vice Chairman and Chief Operating Officer (until May 2001)
2008-08-21 Michael Hegarty Trustee December 2004 2011 Retired; AXA Financial (financial services and insurance), Vice Chairman and Chief Operating Officer (until May 2001); The Equitable Life Assurance Society (insurance), President and Chief Operating Officer (until May 2001)
2009-08-26 Michael Hegarty(born 12/21/44) Trustee December 2004 2011 Private investor
2010-08-25 Michael Hegarty(65) Trustee December 2004 2011 Private investor; AXA Financial (financial services and insurance), Vice Chairman and Chief Operating Officer (until 2001); The Equitable Life Assurance Society (insurance), President and Chief Operating Officer (until 2001)
2011-08-24 Michael Hegarty (Age 66) Trustee December 2004 2014 Private investor
2012-09-20 Michael Hegarty (Age 67) Trustee December 2004 2014 Private investor
2013-08-22 Michael Hegarty (Age 68) Trustee December 2004 2014 Private investor
2014-08-22 Michael Hegarty (Age 69) Trustee December 2004 2014 Private investor
2015-08-21 Michael Hegarty (Age 70) Trustee December 2004 2017 Private investor
2016-08-19 Michael Hegarty (Age 71) Trustee December 2004 2017 Private investor
2017-08-24 Michael Hegarty (Age 72) Trustee December 2004 2017 Private investor
2018-08-23 Michael Hegarty (Age 73) Trustee December 2004 2020 Private investor
2019-08-22 Michael Hegarty (Age 74) Trustee December 2004 2020 Private investor; Audit Committee, Nomination and Compensation Committee, Contracts Review Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee; Total Trustee Compensation Paid by Trust and Fund Complex $381,029

MFS MUNICIPAL INCOME TRUST

Filing Date Source Excerpt
2005-02-04 Michael Hegarty (born 12/21/44) Trustee Since December 2004 2008 Retired; AXA Financial (financial services and insurance), Vice Chairman and Chief Operating Officer (until May 2001); The Equitable Life Assurance Society (insurance), President and Chief Operating Officer (until May 2001)
2007-08-17 Michael Hegarty Trustee December 2004 2008 Retired; AXA Financial (financial services and insurance), Vice Chairman and Chief Operating Officer (until May 2001)
2008-08-21 Michael Hegarty Trustee December 2004 2011 Retired; AXA Financial (financial services and insurance), Vice Chairman and Chief Operating Officer (until May 2001); The Equitable Life Assurance Society (insurance), President and Chief Operating Officer (until May 2001)
2009-08-26 Michael Hegarty(born 12/21/44) Trustee December 2004 2011 Private investor
2010-08-25 Michael Hegarty(65) Trustee December 2004 2011 Private investor; Contracts Review Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee, Services Contracts Committee
2011-08-24 Michael Hegarty (Age 66) Trustee December 2004 2014 Private investor
2012-09-20 Michael Hegarty (Age 67) Trustee December 2004 2014 Private investor
2013-08-22 Michael Hegarty (Age 68) Trustee December 2004 2014 Private investor
2014-08-22 Michael Hegarty (Age 69) Trustee December 2004 2014 Private investor
2015-08-21 Michael Hegarty (Age 70) Trustee December 2004 2017 Private investor
2016-08-19 Michael Hegarty (Age 71) Trustee December 2004 2017 Private investor
2017-08-24 Michael Hegarty (Age 72) Trustee December 2004 2017 Private investor
2018-08-23 Michael Hegarty (Age 73) Trustee December 2004 2020 Private investor
2019-08-22 Michael Hegarty (Age 74) Trustee December 2004 2020 Private investor

Data sourced from SEC filings. Last updated: 2025-12-06