Corporate Board Profile
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| Filing Date | Source Excerpt |
|---|---|
| 2005-09-02 | R. Jay Gerken, CFA - Managing Director of CGMI; Chairman, President and Chief Executive Officer of SBFM and CFM; President and Chief Executive Officer of certain mutual funds associated with Citigroup; formerly, Chairman, President and Chief Executive Officer of Travelers Investment Adviser, Inc. |
| 2008-02-07 | Managing Director of Legg Mason; Chairman, President and Chief Executive Officer of LMPFA; Chairman of the Board, Trustee and Director of 133 funds associated with LMPFA and its affiliates |
| Filing Date | Source Excerpt |
|---|---|
| 2005-09-02 | R. Jay Gerken, CFA - President, Chairman and Chief Executive Officer; Managing Director of CGMI; Chairman, President and Chief Executive Officer of SBFM and CFM; President and Chief Executive Officer of certain mutual funds associated with Citigroup; formerly, Chairman, President and Chief Executive Officer of Travelers Investment Adviser, Inc.; Portfolio Manager of Smith Barney Allocation Series Inc. and Smith Barney Growth and Income Fund; Chairman of the Board, Trustee and Director of 185 funds in the Citigroup fund complex |
| 2008-02-07 | Managing Director of Legg Mason; Chairman, President and Chief Executive Officer of Smith Barney Fund Management LLC ("SBFM") and Citi Fund Management Inc. ("CFM"); President and Chief Executive Officer of certain mutual funds associated with Legg Mason; formerly Portfolio Manager of Smith Barney Allocation Series Inc. (from 1996 to 2001) Chairman of the Board, Trustee and Director of 165 funds associated with the Investment Manager or its affiliates. |
| Filing Date | Source Excerpt |
|---|---|
| 2005-09-02 | R. Jay Gerken, CFA - Managing Director of CGMI; Chairman, President and Chief Executive Officer of SBFM and CFM; President and Chief Executive Officer of certain mutual funds associated with Citigroup; formerly, Chairman, President and Chief Executive Officer of Travelers Investment Adviser, Inc. |
| 2007-08-16 | Chairman, CEO, President and Director; Managing Director, Legg Mason & Co., LLC; Chairman of the Board and Trustee/Director of 151 funds associated with LMPFA and its affiliates. |
| Filing Date | Source Excerpt |
|---|---|
| 2005-03-31 | R. Jay Gerken, CFA, Birth Year: 1951, Chairman, President and Chief Executive Officer since 2002, Managing Director of CGM; Chairman, President and CEO of Smith Barney Fund Management LLC, Compensation: $0 |
| 2006-01-24 | R. Jay Gerken, CFA* Chairman, Since Managing Director of CAM; Chairman, Citigroup Asset President 2002 President and Chief Management ("CAM") and Chief Executive Officer of 399 Park Avenue Officer SBFM and Citi Fund New York, NY 10022 1951 Management Inc. Birth Year: 1951 Aggregate fees and expenses (including reimbursement for travel and out-of-pocket expenses) of $26,299 were paid to such Directors by the Fund during the calendar year ended December 31, 2004. Fees for the Independent Directors, who also serve as board members of certain other funds sponsored by or affiliated with Legg Mason, are currently set at $60,000 per annum plus a per meeting fee of $2,500 with respect to in-person meetings and $100 for each telephone meeting. None of the officers of the Fund received any compensation from the Fund for such period. Officers and interested Directors of the Fund are compensated by the Manager or Legg Mason. The following table shows the compensation paid by the Fund to each person who was a Director during the Fund's fiscal year ended September 30, 2005 and calendar year ended December 31, 2004. Compensation Table Aggregate Compensation Aggregate from Fund and Compensation Paid to Directors Number of from Fund for the Calendar Portfolios for for the Fiscal Year Ended Which Director Year Ended 12/31/04 Serves Within Name of Person 9/30/05 12/31/04 fund Complex --------------- -------------- ----------------- -------------- R. Jay Gerken+ $ 0 $ 0 171 + Designates a Director who is an "interested person" of the Fund as defined under the 1940 Act. |
| 2009-12-31 | R. Jay Gerken, CFA*Legg Mason & Co., LLC620 Eighth Avenue, 49th FloorNew York, NY 10018Birth year: 1951 Chairman,President andChief ExecutiveOfficer Since 2002 Managing Director, Legg Mason & Co., LLC; Chairman of the Board and Trustee/Director of 148 funds associated with Legg Mason Partners Fund Advisor, LLC ("LMPFA") and its affiliates; President of LMPFA (since 2006); Chairman, President and Chief Executive Officer ("CEO") of certain mutual funds associated with Legg Mason, Inc. or its affiliates; President and CEO, Smith Barney Fund Management LLC and Chairman, President and CEO, Citi Fund Management, Inc. (formerly registered investment advisers) (since 2002); formerly, Managing Director of Citigroup Global Markets Inc. ("CFM") (1989 to 2006); formerly, Chairman, President and CEO, Travelers Investment Adviser Inc. (2002 to 2005) No remuneration was paid during the fiscal year ended September 30, 2009 by the Fund to Mr. Gerken who is an "interested person" as defined in the 1940 Act. |
| Filing Date | Source Excerpt |
|---|---|
| 2012-03-02 | R. Jay Gerken, CFA*Legg Mason & Co.620 Eighth Avenue, 49th FloorNew York, NY 10018Birth year: 1951 Chairman,President andChief ExecutiveOfficer Since 2002 Managing Director, Legg Mason; Chairman, President and Chief Executive Officer of LMPFA; Chairman of the Board, Trustee, or Director of 161 funds associated with LMPFA and its affiliates (since 2006); Chairman, President and Chief Executive Officer of certain mutual funds associated with Legg Mason or its affiliates. No remuneration was paid during the fiscal year ended November 30, 2011 by the Fund to Mr. Gerken who is an "interested person" as defined in the 1940 Act. |
Data sourced from SEC filings. Last updated: 2026-02-03