Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2004-08-12 | Robert C. Pozen* Trustee February 2004 2006 Massachusetts Financial Services Company, Chairman (since February 2004) |
| 2005-02-04 | Robert C. Pozen* Advisory Trustee Since December 2004 (Advisory Trustee); February-December 2004 (Trustee) |
| 2006-08-18 | Robert C. Pozen(3) Trustee February 2004 2009 ... No committees listed for Robert C. Pozen. ... Trustee Compensation Table shows Robert C. Pozen has N/A compensation from Trust and Fund Complex as he is an Interested Trustee. |
| 2007-08-17 | Robert C. Pozen(3) Trustee February 2004 2009 Massachusetts Financial Services Company, Chairman (since February 2004) |
| 2009-08-26 | Robert C. Pozen(born 08/08/46) Trustee February 2004 2012 Massachusetts Financial Services Company, Chairman (since February 2004); Medtronic, Inc, Director; Harvard Business School, Senior Lecturer; Bell Canada Enterprises, Director; The Bank of New York, Director; Telesat, Director |
| 2010-08-25 | Robert C. Pozen(64) Trustee February 2004 2012 Massachusetts Financial Services Company, Chairman Emeritus; Chairman (until July 2010); Medtronic, Inc, Director (since 2004); Harvard Business School, Senior Lecturer (since 2008) |
| 2011-08-24 | Robert C. Pozen (Age 65) Trustee February 2004 2012 Massachusetts Financial Services Company, Chairman Emeritus; Chairman (until July 2010) |
| Filing Date | Source Excerpt |
|---|---|
| 2004-08-12 | Robert C. Pozen - Harvard Law School (education), John Olin Visiting Professor; Secretary of Economic Affairs; Fidelity Investments Vice Chairman; financial services and telecommunications director roles |
| 2005-02-04 | Robert C. Pozen - Massachusetts Financial Services Company, Chairman; Harvard Law School, John Olin Visiting Professor; Fidelity Investments, Vice Chairman; Fidelity Management & Research Company, President |
| 2006-08-18 | Robert C. Pozen; Trustee; Massachusetts Financial Services Company, Chairman; Secretary of Economic Affairs, The Commonwealth of Massachusetts; Fidelity Investments, Vice Chairman; Fidelity Management & Research Company, President; Bell Canada Enterprises, Director; Medtronic, Inc., Director; Telesat, Director |
| 2007-09-14 | Robert C. Pozen; Trustee; Massachusetts Financial Services Company, Chairman; MIT Sloan School, Senior Lecturer |
| 2008-08-21 | Robert C. Pozen(3) Trustee February 2004 2009 Massachusetts Financial Services Company, Chairman (since February 2004); MIT Sloan School (education), Senior Lecturer (since 2006); ... Fidelity Investments, Vice Chairman ... Bell Canada Enterprises (telecommunications), Director; Medtronic, Inc. (medical technology), Director; Telesat (satellite communications), Director |
| 2009-08-26 | Robert C. Pozen (born 08/08/46) - Massachusetts Financial Services Company, Chairman (since February 2004); Medtronic, Inc, (medical devices), Director (since 2004); Harvard Business School (education), Senior Lecturer (since 2008); Bell Canada Enterprises (telecommunications), Director (until February 2009); The Bank of New York, Director (finance), (March 2004 to May 2005); Telesat (satellite communications), Director (until November 2007) |
| 2010-08-25 | Mr. Pozen is Chairman Emeritus of MFS (the MFS Funds’ investment adviser). He has substantial senior executive and board experience within the investment management industry, as well as board experience for publicly-traded companies. He is a director of Medtronic, Inc. He is also a Senior Lecturer at Harvard Business School. |
| 2011-08-24 | Mr. Pozen is Chairman Emeritus of MFS (the MFS Funds investment adviser). He has substantial senior executive and board experience within the investment management industry, as well as board experience for publicly-traded companies. He is a director of Medtronic, Inc. and the Neilson Company. He is also a Senior Lecturer at Harvard Business School. |
| Filing Date | Source Excerpt |
|---|---|
| 2007-05-02 | Robert C. Pozen is a Nominee, Trustee, Interested Trustee, and Chairman. He serves on the Audit Committee, Compliance and Governance Committee, Contracts Review Committee, and Nomination and Compensation Committee. |
| 2008-08-21 | Robert C. Pozen(3) Trustee June 2007 2009 Massachusetts Financial Services Company, Chairman (since February 2004); MIT Sloan School (education), Senior Lecturer (since 2006); Secretary of Economic Affairs, The Commonwealth of Massachusetts (January 2002 to December 2002); Fidelity Investments, Vice Chairman (June 2000 to December 2001); Fidelity Management & Research Company (investment adviser), President (March 1997 to July 2001); Bell Canada Enterprises (telecommunications), Director; Medtronic, Inc. (medical technology), Director; Telesat (satellite communications), Director |
| 2009-08-26 | Robert C. Pozen(born 08/08/46) Trustee February 2004 2012 Massachusetts Financial Services Company, Chairman (since February 2004) |
| 2010-08-25 | Robert C. Pozen(64) Trustee February 2004 2012 Massachusetts Financial Services Company, Chairman Emeritus; Chairman (until July 2010); Medtronic, Inc, (medical devices), Director (since 2004); Harvard Business School (education), Senior Lecturer (since 2008); Telesat (satellite communications), Director (until November 2007) Bell Canada Enterprises (telecommunications), Director (until February 2009) |
| 2011-08-24 | Robert C. Pozen (Age 65) Trustee February 2004 2012 Massachusetts Financial Services Company, Chairman Emeritus; Chairman (until July 2010); Medtronic, Inc, Director (since 2004); The Neilson Company, Director (since 2010) |
| Filing Date | Source Excerpt |
|---|---|
| 2007-05-02 | Robert C. Pozen is a Nominee, Trustee, Interested Trustee, and Chairman. He serves on the Audit Committee, Compliance and Governance Committee, Contracts Review Committee, and Nomination and Compensation Committee. |
| 2008-08-21 | Robert C. Pozen(3) Trustee June 2007 2009 Massachusetts Financial Services Company, Chairman (since February 2004); MIT Sloan School (education), Senior Lecturer (since 2006); Secretary of Economic Affairs, The Commonwealth of Massachusetts (January 2002 to December 2002); Fidelity Investments, Vice Chairman (June 2000 to December 2001); Fidelity Management & Research Company (investment adviser), President (March 1997 to July 2001); Bell Canada Enterprises (telecommunications), Director; Medtronic, Inc. (medical technology), Director; Telesat (satellite communications), Director |
| 2009-08-26 | Robert C. Pozen(born 08/08/46) Trustee February 2004 2012 Massachusetts Financial Services Company, Chairman (since February 2004); Medtronic, Inc, Director; Harvard Business School, Senior Lecturer; Bell Canada Enterprises, Director; The Bank of New York, Director; Telesat, Director |
| 2010-08-25 | Robert C. Pozen(64) Trustee February 2004 2012 Massachusetts Financial Services Company, Chairman Emeritus; Chairman (until July 2010); Medtronic, Inc, Director (since 2004); Harvard Business School, Senior Lecturer (since 2008) |
| 2011-08-24 | Robert C. Pozen (Age 65) Trustee February 2004 2012 Massachusetts Financial Services Company, Chairman Emeritus; Chairman (until July 2010) |
| 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 | Robert C. Pozen(3) Trustee June 2007 2009 Massachusetts Financial Services Company, Chairman (since February 2004); MIT Sloan School (education), Senior Lecturer (since 2006); Secretary of Economic Affairs, The Commonwealth of Massachusetts (January 2002 to December 2002); Fidelity Investments, Vice Chairman (June 2000 to December 2001); Fidelity Management & Research Company (investment adviser), President (March 1997 to July 2001); Bell Canada Enterprises (telecommunications), Director; Medtronic, Inc. (medical technology), Director; Telesat (satellite communications), Director |
| 2009-08-26 | Robert C. Pozen(born 08/08/46) Trustee February 2004 2012 Massachusetts Financial Services Company, Chairman (since February 2004) |
| 2010-08-25 | Robert C. Pozen(64) Trustee February 2004 2012 Massachusetts Financial Services Company, Chairman Emeritus; Chairman (until July 2010); Medtronic, Inc, Director (since 2004); Harvard Business School, Senior Lecturer (since 2008) |
| 2011-08-24 | Robert C. Pozen (Age 65) Trustee February 2004 2012 Massachusetts Financial Services Company, Chairman Emeritus; Chairman (until July 2010) |
| Filing Date | Source Excerpt |
|---|---|
| 2004-08-12 | Robert C. Pozen* Trustee February 2004 2006 Massachusetts Financial Services Company, Chairman (since February 2004) |
| 2005-02-04 | Robert C. Pozen (born 08/08/46) Advisory Trustee Since December 2004 (Advisory Trustee); February-December 2004 (Trustee) |
| 2007-08-17 | Robert C. Pozen(3) Trustee February 2004 2009 Massachusetts Financial Services Company, Chairman (since February 2004) |
| 2009-08-13 | Robert C. Pozen (born 08/08/46) Trustee February 2004 2012 Massachusetts Financial Services Company, Chairman (since February 2004); Medtronic, Inc, Director (since 2004); Harvard Business School, Senior Lecturer (since 2008); Bell Canada Enterprises, Director (until February 2009); The Bank of New York, Director (March 2004 to May 2005); Telesat, Director (until November 2007). Trustee Fees From Trust N/A, Total Cash Compensation From Trust and Fund Complex N/A. |
| 2010-08-25 | Robert C. Pozen(64) Trustee February 2004 2012 Massachusetts Financial Services Company, Chairman Emeritus; Chairman (until July 2010); Medtronic, Inc, (medical devices), Director (since 2004); Harvard Business School (education), Senior Lecturer (since 2008) |
| 2011-08-24 | Robert C. Pozen (Age 65) Trustee February 2004 2012 Massachusetts Financial Services Company, Chairman Emeritus; Chairman (until July 2010); Medtronic, Inc, Director (since 2004); The Neilson Company, Director (since 2010) |
| Filing Date | Source Excerpt |
|---|---|
| 2007-05-02 | Robert C. Pozen, Chairman of MFS; Nominee Trustee and Interested Trustee; member of Compliance and Governance Committee, Contracts Review Committee, Nomination and Compensation Committee. |
| 2008-08-21 | Robert C. Pozen(3) Trustee June 2007 2009 Massachusetts Financial Services Company, Chairman (since February 2004); MIT Sloan School (education), Senior Lecturer (since 2006); Secretary of Economic Affairs, The Commonwealth of Massachusetts (January 2002 to December 2002); Fidelity Investments, Vice Chairman (June 2000 to December 2001); Fidelity Management & Research Company (investment adviser), President (March 1997 to July 2001); Bell Canada Enterprises (telecommunications), Director; Medtronic, Inc. (medical technology), Director; Telesat (satellite communications), Director |
| 2009-08-26 | Robert C. Pozen(born 08/08/46) Trustee February 2004 2012 Massachusetts Financial Services Company, Chairman (since February 2004) |
| 2010-08-25 | Robert C. Pozen(64) Trustee February 2004 2012 Massachusetts Financial Services Company, Chairman Emeritus; Chairman (until July 2010); Medtronic, Inc, (medical devices), Director (since 2004); Harvard Business School (education), Senior Lecturer (since 2008); Telesat (satellite communications), Director (until November 2007) Bell Canada Enterprises (telecommunications), Director (until February 2009) |
| 2011-08-24 | Robert C. Pozen (Age 65) Trustee since February 2004, Chairman Emeritus of Massachusetts Financial Services Company; Chairman (until July 2010); Director of Medtronic, Inc. and The Neilson Company. |
| Filing Date | Source Excerpt |
|---|---|
| 2004-08-12 | Robert C. Pozen* Trustee February 2004 2006 Massachusetts Financial Services Company, Chairman (since February 2004) |
| 2005-02-04 | Robert C. Pozen* Advisory Trustee Since December 2004 (Advisory Trustee); February-December 2004 (Trustee) |
| 2006-08-18 | Robert C. Pozen(3) Trustee February 2004 2009 Massachusetts Financial Services Company, Chairman (since February 2004) |
| 2007-08-17 | Robert C. Pozen(3) Trustee February 2004 2009 Massachusetts Financial Services Company, Chairman (since February 2004) |
| 2008-08-21 | Robert C. Pozen(3) Trustee February 2004 2009 Massachusetts Financial Services Company, Chairman (since February 2004) |
| 2009-08-26 | Robert C. Pozen(born 08/08/46) Trustee February 2004 2012 Massachusetts Financial Services Company, Chairman (since February 2004) |
| 2010-08-25 | Robert C. Pozen(64) Trustee February 2004 2012 Massachusetts Financial Services Company, Chairman Emeritus; Chairman (until July 2010); Medtronic, Inc, (medical devices), Director (since 2004); Harvard Business School (education), Senior Lecturer (since 2008); Telesat (satellite communications), Director (until November 2007) Bell Canada Enterprises (telecommunications), Director (until February 2009) |
| 2011-08-24 | Robert C. Pozen (Age 65) Trustee February 2004 2012 Massachusetts Financial Services Company, Chairman Emeritus; Chairman (until July 2010) |
| Filing Date | Source Excerpt |
|---|---|
| 2004-08-12 | Robert C. Pozen* Trustee February 2004 2006 Massachusetts Financial Services Company, Chairman (since February 2004) |
| 2005-02-04 | Robert C. Pozen (born 08/08/46) Advisory Trustee Since December 2004 (Advisory Trustee); February-December 2004 (Trustee) Massachusetts Financial Services Company, Chairman (since February 2004); Harvard Law School (education), John Olin Visiting Professor (since July 2002); Secretary of Economic Affairs, The Commonwealth of Massachusetts (January 2002 to December 2002); Fidelity Investments, Vice Chairman (June 2000 to December 2001); Fidelity Management & Research Company (investment adviser), President (March 1997 to July 2001); The Bank of New York (financial services), Director; Bell Canada Enterprises (telecommunications), Director; Medtronic, Inc. (medical technology), Director; Telesat (satellite communications), Director |
| 2006-08-18 | Robert C. Pozen(3) Trustee February 2004 2009 ... Massachusetts Financial Services Company, Chairman (since February 2004); ... (3) "Interested person" of the trust within the meaning of the Investment Company Act of 1940 (referred to as the 1940 Act), which is the principal federal law governing investment companies like the fund, as a result of position with MFS. |
| 2007-08-17 | Robert C. Pozen(3) Trustee February 2004 2009 Massachusetts Financial Services Company, Chairman (since February 2004) |
| 2009-08-26 | Robert C. Pozen(born 08/08/46) Trustee February 2004 2012 Massachusetts Financial Services Company, Chairman (since February 2004) |
| 2010-08-25 | Robert C. Pozen(64) Trustee February 2004 2012 Massachusetts Financial Services Company, Chairman Emeritus; Chairman (until July 2010); Medtronic, Inc, Director (since 2004); Harvard Business School, Senior Lecturer (since 2008) |
| 2011-08-24 | Robert C. Pozen (Age 65) Trustee February 2004 2012 Massachusetts Financial Services Company, Chairman Emeritus; Chairman (until July 2010) |
Data sourced from SEC filings. Last updated: 2026-02-03