Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2002-04-03 | Richard W. Lowry (Age 65) August, 1986 August, 1986 Private Investor since August, 105 None 2004 2004 1987 (formerly Chairman and Chief Executive Officer, U.S. Plywood Corporation (building products manufacturer)) (1) All the Trustees/Directors are members of the Audit Committee except for Mr. Mayer. |
| 2003-02-28 | Richard W. Lowry August, 1986 May, 1994 Private investor since August, 1987 (formerly Chairman and Chief Executive Officer, U.S. Plywood Corporation (building products manufacturer)) |
| 2004-04-02 | Richard W. Lowry August, May, 1994 Private investor since August, 1987 (formerly Chairman and Chief Executive Officer, U.S. Plywood Corporation (building products manufacturer)) (1) All the Trustees/Directors are members of the Audit Committee except for Mr. Mayer. The following table shows, for the calendar year ended December 31, 2003, the compensation paid by each Fund to each Trustee/Director, and the total compensation paid by both Funds to each Trustee/Director for service on the Boards of Trustees/Directors of the Funds. Richard W. Lowry......... $18,077.55 $5,822.45 $23,900.00 |
| 2005-03-24 | Richard W. Lowry August, 1986 May, 1994 Private investor since August, 1987 (formerly Chairman and Chief Executive Officer, U.S. Plywood Corporation (building products manufacturer)) (1) All the Trustees/Directors are members of the Audit Committee of each Fund except for Mr. Mayer. The following table shows, for the fiscal year ended December 31, 2004, the compensation paid by each Fund to each Trustee/Director, the total compensation paid by both Funds and the Fund Complex to each Trustee/Director. Richard W. Lowry(2)........... $19,024.33 $6,175.67 $175,900.00 (2) In addition to receiving compensation for their services as Trustees/Directors of the Funds, Messrs. Lowry, Mayer and Neuhauser received compensation for services as trustees/directors of several investment companies consisting of 104 portfolios. |
| 2006-03-17 | Richard W. Lowry (Born 1936) Trustee; 1986; 2007 Chairman Private investor ... All the Trustees/Directors are members of each Fund's Audit Committee except for Mr. Mayer ... Compensation Table ... Richard W. Lowry $32,010 (Growth Fund) + $9,990 (Equity Fund) = $142,500 total. |
| 2006-09-29 | Richard W. Lowry (Age 70) Trustee; 1986; 2007 Chairman Private investor since August 1987. Aggregate Compensation from the Equity Fund $32,010, Aggregate Compensation from the Growth Fund $9,990, Total Compensation from the Fund Complex $142,500. |
| 2007-03-01 | Richard W. Lowry (Age 70) Trustee Since 1986 Term expires 2007 Chairman; Director Since 1994; Term Expires 2007 Chairman; All the Trustees/Directors are members of each Funds Audit Committee except for Mr. Burke; Aggregate Compensation from the Fund Complex $59,500.00 |
| 2008-02-29 | Richard W. Lowry (Age 71) Trustee Since 1986 Term expires 2010 Chairman; Director Since 1994; Term Expires 2010 Chairman; All the Trustees/Directors are members of each Fund’s Audit Committee except for Mr. Burke; Aggregate Compensation from the Fund Complex: $51,000. |
| 2009-02-27 | Richard W. Lowry (Age 72) Trustee Since 1986 Term expires 2010 Chairman since 2004 Private Investor since August 1987 All the Trustees/Directors are members of each Fund’s Audit Committee except for Mr. Burke. Aggregate Compensation from the Fund Complex: $51,000.00 |
| 2010-02-23 | Richard W. Lowry (Age 73) Trustee Since 1986 Term expires 2010 Chairman since 2004; Director Since 1994; Term Expires 2010 Chairman since 2004; Private Investor since August 1987; All the Trustees/Directors are members of each Funds Audit Committee except for Mr. Burke; Aggregate Compensation from Fund Complex: $52,000. |
| 2011-02-25 | Richard W. Lowry (Age 74) - Trustee Since 1986, Term expires 2013, Chairman since 2004. Private Investor. Member of the Audit Committee. Aggregate Compensation from the Equity Fund: $40,892.16. |
| 2012-02-24 | Richard W. Lowry (Age 75) - Trustee Since 1986, Term expires 2013, Chairman since 2004, Independent Trustee, Audit Committee Member. Compensation: $39,958 from the Equity Fund in 2011. |
| 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. Richard W. Lowry $1 - 10,000 shares in Growth Fund, Over $100,000 shares in Equity Fund. |
| 2013-06-28 | Richard W. Lowry (Age 77) Trustee Since 1986, Chairman since 2004; Director Since 1994, Chairman since 2004; Private Investor; Audit Committee member; Compensation from Equity Fund $43,687, Growth Fund $14,813, Total $58,500. |
| 2014-06-25 | Richard W. Lowry (Age 78) Trustee Since 1986, Term expires 2016, Chairman since 2004; Director Since 1994; Term Expires 2016, Chairman since 2004; Private Investor; Audit Committee member; Compensation from Fund Complex $62,250. |
| 2015-07-06 | Richard W. Lowry Year of Birth: 1936 Trustee since 1986; Term expires 2016; Chairman since 2004 Director since 1994; Term expires 2016; Chairman since 2004 Private Investor since August 1987 Members of the Audit Committees are John A. Benning, Thomas W. Brock, George R. Gaspari, Richard W. Lowry, John J. Neuhauser and Richard C. Rantzow (Committee Chairman) Compensation: $34,249 from Equity Fund, $10,501 from Growth Fund, total $44,750. |
| 2015-10-09 | To the knowledge of the Fund, on the Record Date for the Meeting, the following Trustees and executive officers were known to own the following shares of the Fund: Name of Trustees and Officers Independent Trustees Richard W. Lowry 157,726.00 Direct |
| Filing Date | Source Excerpt |
|---|---|
| 2002-04-03 | Richard W. Lowry (Age 65) August, 1986 August, 1986 Private Investor since August, 105 None 2004 2004 1987 (formerly Chairman and Chief Executive Officer, U.S. Plywood Corporation (building products manufacturer)) (1) All the Trustees/Directors are members of the Audit Committee except for Mr. Mayer. |
| 2003-02-28 | Richard W. Lowry August, 1986 May, 1994 Private investor since August, 1987 (formerly Chairman and Chief Executive Officer, U.S. Plywood Corporation (building products manufacturer)) |
| 2004-04-02 | Richard W. Lowry August, 1986 May, 1994 Private investor since August, 1987 (formerly Chairman and Chief Executive Officer, U.S. Plywood Corporation (building products manufacturer)) ... All the Trustees/Directors are members of the Audit Committee except for Mr. Mayer ... Richard W. Lowry......... $18,077.55 $5,822.45 $23,900.00 |
| 2005-03-24 | Richard W. Lowry August, 1986 May, 1994 Private investor since 106 None Chairman 2007 2007 (formerly Chairman and Chief Executive Officer, U.S. Plywood Corporation (building products manufacturer)) (1) All the Trustees/Directors are members of the Audit Committee of each Fund except for Mr. Mayer. The following table shows, for the fiscal year ended December 31, 2004, the compensation paid by each Fund to each Trustee/Director, the total compensation paid by both Funds and the Fund Complex to each Trustee/Director. Richard W. Lowry(2)........... $19,024.33 $6,175.67 $175,900.00 (2) In addition to receiving compensation for their services as Trustees/Directors of the Funds, Messrs. Lowry, Mayer and Neuhauser received compensation for services as trustees/directors of several investment companies consisting of 104 portfolios. |
| 2006-03-17 | Richard W. Lowry (Born 1936) Trustee; 1986; 2007 Chairman Private investor ... All the Trustees/Directors are members of each Fund's Audit Committee except for Mr. Mayer ... Compensation Table ... Richard W. Lowry $32,010 (Growth Fund) + $9,990 (Equity Fund) = $142,500 total. |
| 2006-09-29 | Richard W. Lowry (Age 70) ... Trustee; 1986; 2007 Chairman ... Director; 1994; 2007 Chairman ... Private investor since August 1987. ... Aggregate Compensation from the Equity Fund $32,010, Growth Fund $9,990, Total Compensation from the Fund Complex $142,500. |
| 2007-03-01 | Richard W. Lowry (Age 70) Trustee Since 1986, Term expires 2007, Chairman; Director Since 1994, Term Expires 2007, Chairman; Private Investor since August 1987; 2 portfolios overseen; Trustee, Columbia Fund Complex (81 portfolios); All the Trustees/Directors are members of each Fund’s Audit Committee except for Mr. Burke; Aggregate Compensation from the Equity Fund $45,335.40, from the Growth Fund $14,164.60, Total $59,500.00. |
| 2008-02-29 | Richard W. Lowry (Age 71) Trustee Since 1986 Term expires 2010 Chairman Director Since 1994; Term Expires 2010 Chairman Private Investor since August 1987 2 portfolios overseen; Trustee, Columbia Fund Complex (81 portfolios). All the Trustees/Directors are members of each Funds Audit Committee except for Mr. Burke. Compensation: $45,149.82 from Equity Fund, $5,850.18 from Growth Fund, total $51,000. |
| 2009-02-27 | Richard W. Lowry (Age 72) Trustee Since 1986 Term expires 2010 Chairman since 2004 Director Since 1994; Term Expires 2010 Chairman since 2004 Private Investor since August 1987; 2 portfolios overseen; Trustee, Columbia Fund Complex through April 30, 2008. All the Trustees/Directors are members of each Fund's Audit Committee except for Mr. Burke. Compensation: $51,000 total. |
| 2010-02-23 | Richard W. Lowry (Age 73) Trustee Since 1986 Term expires 2010 Chairman since 2004; Director Since 1994; Chairman since 2004; Private Investor since August 1987; All the Trustees/Directors are members of each Fund’s Audit Committee except for Mr. Burke; Aggregate Compensation from the Fund Complex: $52,000. |
| 2011-04-15 | Richard W. Lowry (Age 74) Director Since 1994; Term Expires 2013 Chairman since 2004 Private Investor Audit Committee member Aggregate Compensation from the Growth Fund $13,107.84 |
| 2012-07-16 | Richard W. Lowry (Age 75) Director Since 1994; Term Expires 2013 Chairman since 2004 Private Investor (since August 1987) Trustee, Liberty All-Star Equity Fund,(since 1994) The Fund has a separately designated Audit Committee. Messrs. Benning, Brock, Gaspari, Lowry, Neuhauser and Rantzow (Committee Chairman) are members of the Audit Committee of the Fund. The Fund's Audit Committee is composed only of members who are Independent Directors. Director Compensation The following table shows, for the fiscal year ended December 31, 2011, the compensation received from the Fund by the Directors, and the aggregate compensation paid to the Directors for service on the Boards of funds within the Fund Complex. Richard W. Lowry $14,041 Aggregate Compensation from the Growth Fund $54,000 Total Compensation from the Fund Complex. |
| 2013-06-28 | Richard W. Lowry (Age 77) Trustee Since 1986, Term expires 2013 Chairman since 2004 Director Since 1994; Term Expires 2013 Chairman since 2004 Private Investor since August 1987 2 portfolios overseen None Aggregate Compensation from Equity Fund $43,687, Growth Fund $14,813, Total $58,500 |
| 2014-06-25 | Richard W. Lowry (Age 78) ... Chairman since 2004 ... Messrs. Benning, Brock, Gaspari, Lowry, Neuhauser and Rantzow (Committee Chairman) are members of the Audit Committee of each Fund ... Aggregate Compensation from the Growth Fund $13,810 |
| 2015-07-06 | Richard W. Lowry Year of Birth: 1936 Trustee since 1986; Term expires 2016; Chairman since 2004 Director since 1994; Term expires 2016; Chairman since 2004 Private Investor since August 1987 Members of the Audit Committees are John A. Benning, Thomas W. Brock, George R. Gaspari, Richard W. Lowry, John J. Neuhauser and Richard C. Rantzow (Committee Chairman) Compensation: $34,249 from Equity Fund, $10,501 from Growth Fund, total $44,750. |
| Filing Date | Source Excerpt |
|---|---|
| 2001-08-06 | Richard W. Lowry 1995 Private Investor since August, 1987 (formerly Chairman and Chief Executive Officer, U.S. Plywood Corporation (building products manufacturer)). The Audit Committee now consists of Ms. Verville and Messrs. Hacker, Macera, Nelson and Neuhauser. The Governance Committee now consists of Ms. Verville and Messrs. Hacker, Lowry, Mayer and Theobald. For the fiscal years and calendar years noted, the Trustees received the following compensation for serving as Trustees: Richard W. Lowry: $8,000 annual retainer plus meeting fees. |
| 2002-04-25 | Richard W. Lowry Trustee CHIMT - 1995 Private Investor since August, 1987 (formerly Chairman and Chief Executive Officer, U.S. Plywood Corporation (building products manufacturer)). |
| 2003-05-01 | Richard W. Lowry Trustee CHIMT -- 1995 Private Investor since August, 94 (Age 66) CIGMT -- 1995 1987 (formerly Chairman and CIITI -- 1995 Chief Executive Officer, U.S. CCAIMF -- 1999 Plywood Corporation (building CIMF -- 1999 products manufacturer)). CNYIMF -- 1999 CMIT -- 1995 CIHIF -- 1995 Richard W. Lowry None (Age 66) 2. GOVERNANCE COMMITTEE Ms. Verville and Messrs. Hacker, Lowry, Mayer and Theobald are members of the Governance Committee of each Fund. The Governance Committee's functions include recommending to the Board nominees for Trustee and nominees for appointment to various committees; performing periodic evaluations of the effectiveness of the Board; reviewing and recommending to the Board policies and practices to be followed in carrying out the Trustees' duties and responsibilities; and reviewing and making recommendations to the Board regarding the compensation of the Trustees who are not affiliated with Columbia. 4. TRADING OVERSIGHT COMMITTEE Ms. Kelly and Messrs. Lowry, Nelson and Stitzel are members of the Trading Oversight Committee. The Trading Oversight Committee's functions include reviewing and recommending to the Board the policies and practices to be followed by Columbia in executing portfolio trades on behalf of each Fund and regularly reviewing the allocation of each Fund's portfolio transactions among executing broker/dealers, the level of commission payments paid to broker/dealers, soft dollar commitments, directed brokerage arrangements and other trading practices. For the calendar year ended December 31, 2002, the Trustees received the following compensation for serving as Trustees: Richard W. Lowry N/A $124,806 For the fiscal year ended November 30, 2002 (October 31, 2002 for CIHIF), the Trustees received from each Fund the following compensation for serving as Trustees: Richard W. Lowry -------------- -------------- -------------- -------------- $1,245 $891 $625 $543 |
| 2004-04-29 | Richard W. Lowry(2) Trustee CHIMT -- 1995 Private Investor since August, 121 (Age 68) CIGMT -- 1995 1987 (formerly Chairman and CIITI -- 1995 Chief Executive Officer, U.S. CCAIMF -- 1999 Plywood Corporation (building CIMF -- 1999 products manufacturer)). Messrs. Lowry, Mayer, Simpson and Theobald are members of the Governance Committee of each Fund. |
| 2005-04-26 | Richard W. Lowry(2) Trustee CHIMT -- 1995 Private Investor since August, 106 (04/22/36) CIGMT -- 1995 1987 (formerly Chairman and CIITI -- 1995 Chief Executive Officer, U.S. CCAIMF -- 1999 Plywood Corporation (building CIMF -- 1999 products manufacturer)) CNYIMF -- 1999 CMIT -- 1995 CIHIF -- 1995 DISINTERESTED TRUSTEES Richard W. Lowry N/A $150,700 |
| 2006-04-17 | Richard W. Lowry (Born 1936) Trustee 1995 Private Investor since August, 1987 (formerly Chairman and Chief Executive Officer, U.S. Plywood Corporation (building products manufacturer) until 1987.) |
| 2007-05-02 | Richard W. Lowry is a Trustee. He is a member of the Governance Committee. His aggregate compensation from the Fund Complex was $223,500. |
| Filing Date | Source Excerpt |
|---|---|
| 2002-04-25 | Richard W. Lowry Trustee CHIMT - 1995 Private Investor since 105 None (Age 65) CIGMT - 1995 August, 1987 (formerly CIITI - 1995 Chairman and Chief CCAIMF - 1999 Executive Officer, U.S. CIMF - 1999 Plywood Corporation CNYIMF - 1999 (building products CMIT - 1995 manufacturer)). |
| 2003-05-01 | Richard W. Lowry Trustee CHIMT -- 1995 Private Investor since August, 94 (Age 66) CIGMT -- 1995 1987 (formerly Chairman and CIITI -- 1995 Chief Executive Officer, U.S. CCAIMF -- 1999 Plywood Corporation (building CIMF -- 1999 products manufacturer)). CNYIMF -- 1999 CMIT -- 1995 CIHIF -- 1995 |
| 2004-04-29 | Richard W. Lowry(2) Trustee CHIMT -- 1995 Private Investor since August, 121 (Age 68) CIGMT -- 1995 1987 (formerly Chairman and CIITI -- 1995 Chief Executive Officer, U.S. CCAIMF -- 1999 Plywood Corporation (building CIMF -- 1999 products manufacturer)). CNYIMF -- 1999 CMIT -- 1995 CIHIF -- 1995 Messrs. Lowry, Mayer, Simpson and Theobald are members of the Governance Committee of each Fund. For the calendar year ended December 31, 2003, the Trustees received the following compensation for serving as Trustees: Richard W. Lowry N/A $128,150 |
| 2005-04-26 | Richard W. Lowry Trustee CHIMT -- 1995 Private Investor since August, 1987 ... Messrs. Lowry, Mayer, Simpson and Theobald are members of the Governance Committee of each Fund. ... Richard W. Lowry N/A $150,700 |
| 2006-04-17 | Richard W. Lowry (Born 1936) Trustee 1995 Private Investor since August, 1987 (formerly Chairman and Chief Executive Officer, U.S. Plywood Corporation (building products manufacturer) until 1987.) |
| 2007-05-02 | Richard W. Lowry is a Trustee. He serves on the Governance Committee. His aggregate compensation from the Fund Complex was $223,500. |
| Filing Date | Source Excerpt |
|---|---|
| 2001-08-06 | Richard W. Lowry 1995 Private Investor since August, 1987 (formerly Chairman and Chief Executive Officer, U.S. Plywood Corporation (building products manufacturer)). |
| 2002-04-25 | Richard W. Lowry Trustee CHIMT - 1995 CIGMT - 1995 CIITI - 1995 CCAIMF - 1999 CIMF - 1999 CNYIMF - 1999 CMIT - 1995 CIHIF - 1995; Private Investor since August, 1987; Compensation $135,300 |
| 2003-05-01 | Richard W. Lowry Trustee CHIMT -- 1995 Private Investor since August, 94 (Age 66) CIGMT -- 1995 1987 (formerly Chairman and CIITI -- 1995 Chief Executive Officer, U.S. CCAIMF -- 1999 Plywood Corporation (building CIMF -- 1999 products manufacturer)). CNYIMF -- 1999 CMIT -- 1995 CIHIF -- 1995 Richard W. Lowry None (Age 66) Richard W. Lowry N/A $124,806 Richard W. Lowry 1,245 891 625 543 Richard W. Lowry 640 461 1,096 558 |
| 2004-04-29 | Richard W. Lowry(2) Trustee CHIMT -- 1995 Private Investor since August, 121 (Age 68) CIGMT -- 1995 1987 (formerly Chairman and CIITI -- 1995 Chief Executive Officer, U.S. CCAIMF -- 1999 Plywood Corporation (building CIMF -- 1999 products manufacturer)). CNYIMF -- 1999 CMIT -- 1995 CIHIF -- 1995 Messrs. Lowry, Mayer, Simpson and Theobald are members of the Governance Committee of each Fund. |
| 2005-04-26 | Richard W. Lowry(2) Trustee CHIMT -- 1995 Private Investor since August, 106 (04/22/36) CIGMT -- 1995 1987 (formerly Chairman and CIITI -- 1995 Chief Executive Officer, U.S. CCAIMF -- 1999 Plywood Corporation (building CIMF -- 1999 products manufacturer)) |
| 2006-04-17 | Richard W. Lowry (Born 1936) Trustee 1995 Private Investor since August, 1987 (formerly Chairman and Chief Executive Officer, U.S. Plywood Corporation (building products manufacturer) until 1987.) |
| Filing Date | Source Excerpt |
|---|---|
| 2001-08-06 | Richard W. Lowry 1995 Private Investor since August, 1987 (formerly Chairman and Chief Executive Officer, U.S. Plywood Corporation (building products manufacturer)). |
| 2002-04-25 | Richard W. Lowry Trustee CHIMT - 1995 Private Investor since 105 None (Age 65) CIGMT - 1995 August, 1987 (formerly CIITI - 1995 Chairman and Chief CCAIMF - 1999 Executive Officer, U.S. CIMF - 1999 Plywood Corporation CNYIMF - 1999 (building products CMIT - 1995 manufacturer)). |
| 2003-05-01 | Richard W. Lowry Trustee CHIMT -- 1995 Private Investor since August, 94 (Age 66) CIGMT -- 1995 1987 (formerly Chairman and CIITI -- 1995 Chief Executive Officer, U.S. CCAIMF -- 1999 Plywood Corporation (building CIMF -- 1999 products manufacturer)). CNYIMF -- 1999 CMIT -- 1995 CIHIF -- 1995 Richard W. Lowry None (Age 66) Richard W. Lowry N/A $124,806 For the calendar year ended December 31, 2002, the Trustees received the following compensation for serving as Trustees: For the fiscal year ended November 30, 2002 (October 31, 2002 for CIHIF), the Trustees received from each Fund the following compensation for serving as Trustees: Richard W. Lowry 1,245 891 625 543 Richard W. Lowry 640 461 1,096 558 2. GOVERNANCE COMMITTEE Ms. Verville and Messrs. Hacker, Lowry, Mayer and Theobald are members of the Governance Committee of each Fund. 4. TRADING OVERSIGHT COMMITTEE Ms. Kelly and Messrs. Lowry, Nelson and Stitzel are members of the Trading Oversight Committee. |
| 2004-04-29 | Richard W. Lowry(2) Trustee CHIMT -- 1995 Private Investor since August, 121 (Age 68) CIGMT -- 1995 1987 (formerly Chairman and CIITI -- 1995 Chief Executive Officer, U.S. CCAIMF -- 1999 Plywood Corporation (building CIMF -- 1999 products manufacturer)). |
| 2005-04-26 | Richard W. Lowry(2) Trustee CHIMT -- 1995 Private Investor since August, 106 (04/22/36) CIGMT -- 1995 1987 (formerly Chairman and CIITI -- 1995 Chief Executive Officer, U.S. CCAIMF -- 1999 Plywood Corporation (building CIMF -- 1999 products manufacturer)) CNYIMF -- 1999 CMIT -- 1995 CIHIF -- 1995 DISINTERESTED TRUSTEES Richard W. Lowry N/A $150,700 |
| 2006-04-17 | Richard W. Lowry (Born 1936) Trustee 1995 Private Investor since August, 1987 (formerly Chairman and Chief Executive Officer, U.S. Plywood Corporation (building products manufacturer) until 1987.) |
| 2007-05-02 | Richard W. Lowry, Trustee; member of Governance Committee; compensation $882 from Colonial California Insured Municipal Fund for fiscal year ended November 30, 2006. |
Data sourced from SEC filings. Last updated: 2026-02-03