Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2019-08-22 | Peter D. Jones (Age 64) Trustee January 2019 2020 Franklin Templeton Distributors, Inc., President (until 2015); Compliance Committee, Nomination and Compensation Committee, Contracts Review Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee |
| 2020-08-20 | Peter D. Jones (Age 65) Trustee January 2019 2020 Former President of Franklin Templeton Distributors, Inc. 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: $380,809. |
| 2021-08-27 | Peter D. Jones (age 66) Trustee since January 2019, 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 | Peter D. Jones (age 67) Trustee January 2019 2023 Private investor Compliance Committee Nomination and Compensation Committee Services Contracts Committee Total Trustee Compensation Paid by Trust and Fund Complex $403,500 |
| 2023-08-30 | Peter D. Jones (age 68) Trustee January 2019 2023 Private investor |
| 2024-08-23 | Peter D. Jones (age 69) Trustee January 2019 2026 Private investor Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee |
| Filing Date | Source Excerpt |
|---|---|
| 2019-08-22 | Mr. Jones has substantial senior executive, accounting and investment management experience at firms within the investment management industry. |
| 2020-08-20 | Mr. Jones was the Chairman of Franklin Templeton Institutional, LLC and President of Franklin Templeton Distributors Inc. Mr. Jones was formerly a CPA and served as Tax Manager at PricewaterhouseCoopers. |
| 2021-08-27 | Mr. Jones has substantial senior executive, accounting and investment management experience at firms within the investment management industry. |
| 2022-08-26 | Mr. Jones was the Chairman of Franklin Templeton Institutional, LLC and President of Franklin Templeton Distributors Inc. Mr. Jones formerly was the President of IDEX Distributors, Inc., which oversaw the formation and launch of IDEX Mutual Funds (now part of Transamerica Funds). Mr. Jones is a member of the Investment Advisory Council of the Florida State Board of Administration. Mr. Jones was formerly a CPA and served as Tax Manager at PricewaterhouseCoopers. |
| 2023-08-30 | Mr. Jones has substantial senior executive, accounting and investment management experience at firms within the investment management industry. Mr. Jones was the Chairman of Franklin Templeton Institutional, LLC and President of Franklin Templeton Distributors Inc. Mr. Jones formerly was the President of IDEX Distributors, Inc., which oversaw the formation and launch of IDEX Mutual Funds (now part of Transamerica Funds). Mr. Jones is a member of the Investment Advisory Council of the Florida State Board of Administration. Mr. Jones was formerly a CPA and served as Tax Manager at PricewaterhouseCoopers in Tampa, Florida and Atlanta, Georgia. |
| 2024-08-23 | Mr. Jones has substantial senior executive, accounting and investment management experience at firms within the investment management industry. Mr. Jones was the Chairman of Franklin Templeton Institutional, LLC and President of Franklin Templeton Distributors Inc. |
| Filing Date | Source Excerpt |
|---|---|
| 2019-08-22 | Peter D. Jones (Age 64) Trustee January 2019 2020 Franklin Templeton Distributors, Inc. (investment management), President (until 2015); Franklin Templeton Institutional, LLC (investment management), Chairman (until 2015) |
| 2020-08-20 | Peter D. Jones (Age 65) Trustee January 2019 2020 Mr. Jones has substantial senior executive, accounting and investment management experience at firms within the investment management industry. Mr. Jones was the Chairman of Franklin Templeton Institutional, LLC and President of Franklin Templeton Distributors Inc. Mr. Jones formerly was the President of IDEX Distributors, Inc., which oversaw the formation and launch of IDEX Mutual Funds (now part of Transamerica Funds). Mr. Jones is a member of the Investment Advisory Council of the Florida State Board of Administration. Mr. Jones was formerly a CPA and served as Tax Manager at PricewaterhouseCoopers in Tampa, Florida and Atlanta, Georgia. Mr. Jones previously served as a Trustee of Florida State University Foundation and a member of its Investment Committee. |
| 2021-08-27 | Peter D. Jones (age 66) Trustee January 2019 2023 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 $395,311. |
| 2022-08-26 | Peter D. Jones (age 67) Trustee January 2019 2023 Private investor Committees: Compliance, Contracts Review, Nomination and Compensation, Portfolio Trading and Marketing Review, Services Contracts; Total Trustee Compensation Paid: $403,500 |
| 2023-08-30 | Peter D. Jones (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: $420,000 total trustee compensation paid by Trust and MFS Fund Complex. |
| 2024-08-23 | Peter D. Jones (age 69) Trustee January 2019 2026 Private investor Committees: Audit 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: $437,000. |
| Filing Date | Source Excerpt |
|---|---|
| 2019-08-22 | Peter D. Jones (Age 64) Trustee January 2019 2020 Franklin Templeton Distributors, Inc., President (until 2015); Compliance Committee, Nomination and Compensation Committee, Contracts Review Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee |
| 2020-08-20 | Peter D. Jones (Age 65) Trustee January 2019 2020 Mr. Jones has substantial senior executive, accounting and investment management experience. 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: $380,809. |
| 2021-08-27 | Peter D. Jones (age 66) Trustee January 2019 2023 Private investor |
| 2022-08-26 | Peter D. Jones (age 67) Trustee January 2019 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: $403,500. |
| 2023-08-30 | Peter D. Jones (age 68) Trustee Private investor |
| 2024-08-23 | Peter D. Jones (age 69) Trustee January 2019 2026 Private investor Committees: Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee |
| Filing Date | Source Excerpt |
|---|---|
| 2019-08-22 | Peter D. Jones (Age 64) Trustee January 2019 2020 Franklin Templeton Distributors, Inc. (investment management), President (until 2015); Franklin Templeton Institutional, LLC (investment management), Chairman (until 2015) |
| 2020-08-20 | Peter D. Jones (Age 65) Trustee January 2019 2020 Franklin Templeton Distributors, Inc., President (until 2015); Compliance Committee member; Compensation $380,809 |
| 2021-08-27 | Peter D. Jones (age 66) Trustee Independent Trustee. Mr. Jones has substantial senior executive, accounting and investment management experience at firms within the investment management industry. The Compliance Committee consists of Jones 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 Jones. |
| 2022-08-26 | Peter D. Jones (age 67) Trustee since January 2019; Private investor; substantial senior executive, accounting and investment management experience. |
| 2023-08-30 | Peter D. Jones (age 68) Trustee January 2019 2023 Private investor |
| 2024-08-23 | Peter D. Jones (age 69) Trustee January 2019 2026 Private investor Committees: Audit 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: $437,000 |
| Filing Date | Source Excerpt |
|---|---|
| 2019-08-22 | Peter D. Jones (Age 64) Trustee January 2019 2020 Franklin Templeton Distributors, Inc. (investment management), President (until 2015); Franklin Templeton Institutional, LLC (investment management), Chairman (until 2015) Interested Trustees receive no compensation from any Trust for their services as Trustees. |
| 2020-08-20 | Peter D. Jones (Age 65) Trustee January 2019 2020 Franklin Templeton Distributors, Inc., President (until 2015). 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: $380,809 |
| 2021-08-27 | Peter D. Jones (age 66) Trustee since January 2019, 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 | Peter D. Jones (age 67) Trustee January 2019 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: $403,500. |
| 2023-08-30 | Peter D. Jones (age 68) Trustee Private investor |
| 2024-08-23 | Peter D. Jones (age 69) Trustee January 2019 2026 Private investor Committees: Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Services Contracts Committee, Portfolio Trading and Marketing Review Committee Compensation: $437,000 total annual compensation. |
| Filing Date | Source Excerpt |
|---|---|
| 2019-08-22 | Peter D. Jones (Age 64) Trustee January 2019 2020 Franklin Templeton Distributors, Inc. (investment management), President (until 2015); Franklin Templeton Institutional, LLC (investment management), Chairman (until 2015) |
| 2020-08-20 | Peter D. Jones (Age 65) Trustee January 2019 2020 Franklin Templeton Distributors, Inc. (investment management), President (until 2015); Franklin Templeton Institutional, LLC (investment management), Chairman (until 2015) |
| 2021-08-27 | Peter D. Jones (age 66) Trustee since January 2019, 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 | Peter D. Jones (age 67) Trustee January 2019 2023 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 $403,500 |
| 2023-08-30 | Peter D. Jones (age 68) Trustee, Private investor, Compensation $420,000, Committees: Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee |
| 2024-08-23 | Peter D. Jones (age 69) Trustee since January 2019; Private investor; Committees: Audit, Contracts Review, Nomination and Compensation, Portfolio Trading and Marketing Review, Services Contracts; Total Trustee Compensation Paid by Trust and MFS Fund Complex: $437,000. |
| Filing Date | Source Excerpt |
|---|---|
| 2019-08-22 | Peter D. Jones (Age 64) Trustee January 2019 2020 Franklin Templeton Distributors, Inc., President (until 2015); Compliance Committee, Nomination and Compensation Committee, Contracts Review Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee |
| 2020-08-20 | Peter D. Jones (Age 65) Trustee January 2019 2020 Mr. Jones has substantial senior executive, accounting and investment management experience. 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: $380,809. |
| 2021-08-27 | Peter D. Jones (age 66) Trustee since January 2019, 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 | Peter D. Jones (age 67) Trustee since January 2019; Private investor; serves on Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee; total compensation $403,500. |
| 2023-08-30 | Peter D. Jones (age 68) Trustee January 2019 2023 Private investor |
| 2024-08-23 | Peter D. Jones (age 69) Trustee January 2019 2026 Private investor Committees: Audit 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: $437,000. |
| Filing Date | Source Excerpt |
|---|---|
| 2019-08-22 | Peter D. Jones (Age 64) Trustee January 2019 2020 Franklin Templeton Distributors, Inc. (investment management), President (until 2015); Franklin Templeton Institutional, LLC (investment management), Chairman (until 2015) |
| 2020-08-20 | Peter D. Jones (Age 65) Trustee January 2019 2020 Franklin Templeton Distributors, Inc. (investment management), President (until 2015); Franklin Templeton Institutional, LLC (investment management), Chairman (until 2015) Total Trustee Compensation Paid by Trust and Fund Complex $380,809 |
| 2021-08-27 | Peter D. Jones (age 66) Trustee Independent Trustee Private investor |
| 2022-08-26 | Peter D. Jones (age 67) Trustee January 2019 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: $403,500. |
| 2023-08-30 | Peter D. Jones (age 68) Trustee January 2019 2023 Private investor |
| 2024-08-23 | Peter D. Jones (age 69) Trustee since January 2019; Private investor; serves on Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee; total compensation $437,000. |
Data sourced from SEC filings. Last updated: 2026-02-03