Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2006-09-29 | Richard C. Rantzow (Age 68)...Principal Occupation(s) During Past Five Years: President and Chairman of the Board of First Funds (from 1992 to July 2006). |
| 2007-03-01 | Chairman of the Board of First Funds (from 1992 to July 2006) |
| 2008-02-29 | Chairman of the Board of First Funds (from 1992 to July 2006) |
| 2009-02-27 | Chairman of the Board of First Funds (from 1992 to July 2006) |
| 2010-02-23 | Richard C. Rantzow (Age 71) - Retired; Chairman of the Board of First Funds |
| 2011-02-25 | Mr. Rantzow has extensive financial accounting experience, having spent nearly 30 years at a major independent public accounting firm, including as an audit partner and managing partner. |
| 2012-02-24 | Mr. Rantzow has extensive financial accounting experience, having spent nearly 30 years at a major independent public accounting firm, including as an audit partner and managing partner. |
| 2012-11-09 | The following table shows the dollar range and the number of shares of equity securities beneficially owned by each Trustee/Director and named executive officer as of December 31, 2011 of Growth Fund and of Equity Fund. |
| 2013-06-28 | Mr. Rantzow has extensive financial accounting experience, having spent nearly 30 years at a major independent public accounting firm, including as an audit partner and managing partner. |
| 2014-06-25 | Mr. Rantzow has extensive financial accounting experience, having spent nearly 30 years at a major independent public accounting firm, including as an audit partner and managing partner, and investment management experience as chairman of an open-end investment company. |
| 2015-07-06 | Mr. Rantzow has extensive financial accounting experience, having spent nearly 30 years at a major independent public accounting firm, including as an audit partner and managing partner, and investment management experience as chairman of an open-end investment company, trustee and audit committee chairman of closed-end investment companies and several years of service as a Trustee of the Equity Fund, a Director of the Growth Fund, and Chairman of the Audit Committee of the Equity Fund and the Growth Fund. |
| 2015-10-09 | Richard C. Rantzow - Independent Trustee, owns shares, no technical background mentioned. |
| 2016-01-15 | Richard C. Rantzow - Independent Trustee |
| 2016-07-01 | Mr. Rantzow has extensive financial accounting experience, having spent nearly 30 years at a major independent public accounting firm, including as an audit partner and managing partner. |
| 2017-07-03 | Richard C. Rantzow: Mr. Rantzow has extensive financial accounting experience, having spent nearly 30 years at a major independent public accounting firm, including as an audit partner and managing partner, and investment management experience as chairman of an open-end investment company, trustee and audit committee chairman of closed-end investment companies and several years of service as a Trustee of the Equity Fund, a Director of the Growth Fund, and Chairman of the Audit Committee of the Equity Fund and the Growth Fund. |
| 2018-06-28 | Mr. Rantzow has extensive financial accounting experience, having spent nearly 30 years at a major independent public accounting firm, including as an audit partner and managing partner. |
| Filing Date | Source Excerpt |
|---|---|
| 2006-09-29 | Richard C. Rantzow (Age 68)... President and Chairman of the Board of First Funds (from 1992 to July 2006). |
| 2007-03-01 | Chairman of the Board of First Funds (from 1992 to July 2006) |
| 2008-02-29 | Chairman of the Board of First Funds (from 1992 to July 2006) |
| 2009-02-27 | Chairman of the Board of First Funds (from 1992 to July 2006) |
| 2010-02-23 | Richard C. Rantzow (Age 71) Trustee Since 2006, Term expires 2010 Director Since 2006, Term expires 2011 Retired; Chairman of the Board of First Funds (from 1992 to July 2006) |
| 2011-04-15 | Mr. Rantzow has extensive financial accounting experience, having spent nearly 30 years at a major independent public accounting firm, including as an audit partner and managing partner. |
| 2012-07-16 | Mr. Rantzow has extensive financial accounting experience, having spent nearly 30 years at a major independent public accounting firm, including as an audit partner and managing partner. |
| 2012-11-09 | The following table shows the dollar range and the number of shares of equity securities beneficially owned by each Trustee/Director and named executive officer as of December 31, 2011 of Growth Fund and of Equity Fund. |
| 2013-06-28 | Mr. Rantzow has extensive financial accounting experience, having spent nearly 30 years at a major independent public accounting firm, including as an audit partner and managing partner. |
| 2014-06-25 | Mr. Rantzow has extensive financial accounting experience, having spent nearly 30 years at a major independent public accounting firm, including as an audit partner and managing partner. |
| 2015-07-06 | Mr. Rantzow has extensive financial accounting experience, having spent nearly 30 years at a major independent public accounting firm, including as an audit partner and managing partner, and investment management experience as chairman of an open-end investment company, trustee and audit committee chairman of closed-end investment companies and several years of service as a Trustee of the Equity Fund, a Director of the Growth Fund, and Chairman of the Audit Committee of the Equity Fund and the Growth Fund. |
| 2016-07-01 | Mr. Rantzow has extensive financial accounting experience, having spent nearly 30 years at a major independent public accounting firm, including as an audit partner and managing partner. |
| 2017-04-28 | Name of Directors and Executive Officers: Richard C. Rantzow |
| 2017-07-03 | Richard C. Rantzow: Mr. Rantzow has extensive financial accounting experience, having spent nearly 30 years at a major independent public accounting firm, including as an audit partner and managing partner, and investment management experience as chairman of an open-end investment company, trustee and audit committee chairman of closed-end investment companies and several years of service as a Trustee of the Equity Fund, a Director of the Growth Fund, and Chairman of the Audit Committee of the Equity Fund and the Growth Fund. |
| 2018-06-28 | Mr. Rantzow has extensive financial accounting experience, having spent nearly 30 years at a major independent public accounting firm, including as an audit partner and managing partner. |
Data sourced from SEC filings. Last updated: 2025-07-01