Corporate Board Profile
Tech Score: 1/100
1 mention(s) identify ROBERT J. MANNING as having software/technology expertise.
| Company | Filing Date | Evidence | Reason |
|---|---|---|---|
| STANLEY BLACK & DECKER, INC. | 2025-03-07 | Mr. Manning’s more than three decades of financial services, investment stewardship and leadership experience enables him to provide vital insights to the Board and management related to risk management, capital allocation, financial planning and sustainability. | Experience in cybersecurity, indicating some technical knowledge. |
| Filing Date | Source Excerpt |
|---|---|
| 2004-08-12 | Robert J. Manning* Trustee and President February 2004 2004 Massachusetts Financial Services Company, Chief Executive Officer, President, Chief Investment Officer and Director |
| 2005-02-04 | Robert J. Manning* Advisory Trustee Since December 2004 (Advisory Trustee); Since February 2004 (President); February-December 2004 (Trustee) |
| 2007-08-17 | Robert J. Manning(3); (born 10/20/63) Trustee February 2004 2010 Massachusetts Financial Services Company, Chief Executive Officer, President, Chief Investment Officer and Director |
| 2009-08-26 | Robert J. Manning;(born 10/20/63) Trustee February 2004 2010 Massachusetts Financial Services Company, Chief Executive Officer, President, Chief Investment Officer and Director |
| 2010-08-25 | Robert J. Manning(46) Trustee February 2004 2013 Massachusetts Financial Services Company, Chairman, Chief Executive Officer, and Director; President (until December 2009); Chief Investment Officer (until July 2010) |
| 2011-08-24 | Robert J. Manning (Age 47) Trustee February 2004 2013 Massachusetts Financial Services Company, Chairman, Chief Executive Officer, and Director; President (until December 2009); Chief Investment Officer (until July 2010) |
| 2012-09-20 | Robert J. Manning (Age 48) Trustee February 2004 2013 Massachusetts Financial Services Company, Chairman, Chief Executive Officer, and Director; President (until December 2009); Chief Investment Officer (until July 2010) |
| 2013-08-22 | Robert J. Manning (Age 49) Trustee February 2004 2013 Massachusetts Financial Services Company, Chairman, Chief Executive Officer, and Director; President (until December 2009); Chief Investment Officer (until July 2010) |
| 2014-08-22 | Robert J. Manning (Age 50) Trustee February 2004 2016 Massachusetts Financial Services Company, Chairman, Chief Executive Officer, and Director; President (until 2009); Chief Investment Officer (until 2010) |
| 2015-08-21 | Robert J. Manning (Age 51) Trustee February 2004 2016 Massachusetts Financial Services Company, Chairman, Co-Chief Executive Officer, and Director; Chief Investment Officer (until 2010) |
| 2016-08-19 | Robert J. Manning (Age 52) Trustee February 2004 2016 Massachusetts Financial Services Company, Chairman, Co-Chief Executive Officer, and Director |
| 2017-08-24 | Robert J. Manning (Age 53) Trustee February 2004 2019 Massachusetts Financial Services Company, Executive Chairman (since January 2017); Director; Chairman of the Board; Chief Executive Officer (until 2015); Co-Chief Executive Officer (2015-2016) |
| 2018-08-23 | Robert J. Manning (Age 54) Trustee February 2004 2019 Massachusetts Financial Services Company, Executive Chairman (since January 2017); Director; Chairman of the Board; Chief Executive Officer (until 2015); Co-Chief Executive Officer (2015-2016) |
| 2019-08-22 | Robert J. Manning (Age 55) Trustee February 2004 2019 Massachusetts Financial Services Company, Executive Chairman (since January 2017); Director; Chairman of the Board; Chief Executive Officer(until 2015); Co-Chief Executive Officer(2015-2016) Interested person of the Trust |
| 2020-08-20 | Robert J. Manning (Age 56) Trustee February 2004 2022 Massachusetts Financial Services Company, Executive Chairman (since January 2017); Director; Chairman of the Board; Chief Executive Officer (until 2015); Co-Chief Executive Officer (2015-2016) Interested person of the Trust |
| 2021-08-27 | Robert J. Manning (age 57) Trustee since February 2004, Non-Executive Chairman (since January 2021); Director; Chairman of the Board; Executive Chairman (January 2017-2020); Co-Chief Executive Officer (2015-2016) |
| Filing Date | Source Excerpt |
|---|---|
| 2004-08-12 | Robert J. Manning - Massachusetts Financial Services Company, Chief Executive Officer, President, Chief Investment Officer and Director |
| 2005-02-04 | Robert J. Manning - Massachusetts Financial Services Company, Chief Executive Officer, President, Chief Investment Officer and Director |
| 2006-08-18 | Robert J. Manning; Trustee; Massachusetts Financial Services Company, Chief Executive Officer, President, Chief Investment Officer and Director |
| 2007-09-14 | Robert J. Manning; Trustee; Massachusetts Financial Services Company, Chief Executive Officer, President, Chief Investment Officer and Director |
| 2008-08-21 | Robert J. Manning(3) Trustee February 2004 2010 Massachusetts Financial Services Company, Chief Executive Officer, President, Chief Investment Officer and Director |
| 2010-08-25 | Mr. Manning is Chairman and Chief Executive Officer of MFS (the MFS Funds’ investment adviser) and in this capacity heads its Board of Directors. He has substantial executive and investment management experience, having worked for MFS for 25 years. |
| 2011-08-24 | Robert J. Manning is Chairman and Chief Executive Officer of MFS (the MFS Funds investment adviser) and in this capacity heads its Board of Directors. He has substantial executive and investment management experience, having worked for MFS for 26 years. |
| 2012-09-20 | Robert J. Manning, Chairman, Chief Executive Officer, and Director; President (until December 2009); Chief Investment Officer (until July 2010) |
| 2013-08-22 | Robert J. Manning is Chairman and Chief Executive Officer of MFS and has substantial executive and investment management experience, having worked for MFS for 29 years. |
| 2015-08-21 | Mr. Manning is Chairman and Co-Chief Executive Officer of MFS (the Funds’ investment adviser) and in this capacity heads its Board of Directors. He has substantial executive and investment management experience, having worked for MFS for 30 years. |
| 2016-08-31 | Mr. Manning is Chairman and Co-Chief Executive Officer of MFS (the Fund’s investment adviser) and in this capacity heads its Board of Directors. He has substantial executive and investment management experience, having worked for MFS for 30 years. |
| 2017-08-24 | Mr. Manning is Executive Chairman of MFS (the Funds’ investment adviser) and is Chairman of its Board. He has substantial executive and investment management experience, having worked for MFS for over 30 years. |
| 2019-08-22 | Mr. Manning is Executive Chairman of MFS (the Funds’ investment adviser) and is Chairman of its Board. He has substantial executive and investment management experience, having worked for MFS for over 30 years. |
| 2021-08-27 | Mr. Manning is Non-Executive Chairman of MFS (the MFS Funds’ investment adviser) and is Chairman of its Board. He has substantial executive and investment management experience, having worked for MFS for over 30 years. |
| Filing Date | Source Excerpt |
|---|---|
| 2007-05-02 | Robert J. Manning is a Nominee, Trustee, Interested Trustee, and CEO. He serves on the Contracts Review Committee and Nomination and Compensation Committee. |
| 2008-08-21 | Robert J. Manning(3); (born 10/20/63) Trustee June 2007 2010 Massachusetts Financial Services Company, Chief Executive Officer, President, Chief Investment Officer and Director |
| 2009-08-26 | Robert J. Manning;(born 10/20/63) Trustee February 2004 2010 Massachusetts Financial Services Company, Chief Executive Officer, President, Chief Investment Officer and Director |
| 2010-08-25 | Robert J. Manning(46) Trustee February 2004 2013 Massachusetts Financial Services Company, Chairman, Chief Executive Officer, and Director; President (until December 2009); Chief Investment Officer (until July 2010) |
| 2011-08-24 | Robert J. Manning (Age 47) Trustee February 2004 2013 Massachusetts Financial Services Company, Chairman, Chief Executive Officer, and Director; President (until December 2009); Chief Investment Officer (until July 2010) |
| 2012-09-20 | Robert J. Manning (Age 48) Trustee February 2004 2013 Massachusetts Financial Services Company, Chairman, Chief Executive Officer, and Director; President (until December 2009); Chief Investment Officer (until July 2010) |
| 2013-08-22 | Robert J. Manning (Age 49) Trustee February 2004 2013 Massachusetts Financial Services Company, Chairman, Chief Executive Officer, and Director; President (until December 2009); Chief Investment Officer (until July 2010) |
| 2014-08-22 | Robert J. Manning (Age 50) Trustee February 2004 2016 Massachusetts Financial Services Company, Chairman, Chief Executive Officer, and Director; President (until 2009); Chief Investment Officer (until 2010) |
| 2015-08-21 | Robert J. Manning (Age 51) Trustee February 2004 2016 Massachusetts Financial Services Company, Chairman, Co-Chief Executive Officer, and Director; Chief Investment Officer (until 2010) |
| 2016-08-19 | Robert J. Manning (Age 52) Trustee February 2004 2016 Massachusetts Financial Services Company, Chairman, Co-Chief Executive Officer, and Director |
| 2017-08-24 | Robert J. Manning (Age 53) Trustee February 2004 2019 Massachusetts Financial Services Company, Executive Chairman (since January 2017); Director; Chairman of the Board; Chief Executive Officer (until 2015); Co-Chief Executive Officer (2015-2016) |
| 2018-08-23 | Robert J. Manning (Age 54) Trustee February 2004 2019 Massachusetts Financial Services Company, Executive Chairman (since January 2017); Director; Chairman of the Board; Chief Executive Officer (until 2015); Co-Chief Executive Officer (2015-2016) Interested person of the Trust |
| 2019-08-22 | Robert J. Manning (Age 55) Trustee February 2004 2019 Massachusetts Financial Services Company, Executive Chairman (since January 2017); Director; Chairman of the Board; Chief Executive Officer(until 2015); Co-Chief Executive Officer(2015-2016) |
| 2020-08-20 | Robert J. Manning (Age 56) Trustee February 2004 2022 Massachusetts Financial Services Company, Executive Chairman (since January 2017); Director; Chairman of the Board; Chief Executive Officer (until 2015); Co-Chief Executive Officer (2015-2016) Interested person of the Trust |
| 2021-08-27 | Robert J. Manning (age 57) Trustee February 2004 2022 Massachusetts Financial Services Company, Non-Executive Chairman (since January 2021); Director; Chairman of the Board; Executive Chairman (January 2017-2020); Co-Chief Executive Officer (2015-2016) Interested Trustees receive no compensation from any Trust for their services as Trustees. |
| Filing Date | Source Excerpt |
|---|---|
| 2007-05-02 | Robert J. Manning is a Nominee, Trustee, Interested Trustee, and CEO. He serves on the Contracts Review Committee and Nomination and Compensation Committee. |
| 2008-08-21 | Robert J. Manning(3); (born 10/20/63) Trustee June 2007 2010 Massachusetts Financial Services Company, Chief Executive Officer, President, Chief Investment Officer and Director |
| 2009-08-26 | Robert J. Manning;(born 10/20/63) Trustee February 2004 2010 Massachusetts Financial Services Company, Chief Executive Officer, President, Chief Investment Officer and Director |
| 2010-08-25 | Robert J. Manning(46) Trustee February 2004 2013 Massachusetts Financial Services Company, Chairman, Chief Executive Officer, and Director; President (until December 2009); Chief Investment Officer (until July 2010) |
| 2011-08-24 | Robert J. Manning (Age 47) Trustee February 2004 2013 Massachusetts Financial Services Company, Chairman, Chief Executive Officer, and Director; President (until December 2009); Chief Investment Officer (until July 2010) |
| 2012-09-20 | Robert J. Manning (Age 48) Trustee February 2004 2013 Massachusetts Financial Services Company, Chairman, Chief Executive Officer, and Director; President (until December 2009); Chief Investment Officer (until July 2010) |
| 2013-08-22 | Robert J. Manning (Age 49) Trustee February 2004 2013 Massachusetts Financial Services Company, Chairman, Chief Executive Officer, and Director; President (until December 2009); Chief Investment Officer (until July 2010) |
| 2014-08-22 | Robert J. Manning (Age 50) Trustee February 2004 2016 Massachusetts Financial Services Company, Chairman, Chief Executive Officer, and Director; President (until 2009); Chief Investment Officer (until 2010) |
| 2015-08-21 | Robert J. Manning (Age 51) Trustee February 2004 2016 Massachusetts Financial Services Company, Chairman, Co-Chief Executive Officer, and Director; Chief Investment Officer (until 2010) |
| 2016-08-19 | Robert J. Manning (Age 52) Trustee February 2004 2016 Massachusetts Financial Services Company, Chairman, Co-Chief Executive Officer, and Director |
| 2017-08-24 | Robert J. Manning (Age 53) Trustee February 2004 2019 Massachusetts Financial Services Company, Executive Chairman (since January 2017); Director; Chairman of the Board; Chief Executive Officer (until 2015); Co-Chief Executive Officer (2015-2016) |
| 2018-08-23 | Robert J. Manning (Age 54) Trustee February 2004 2019 Massachusetts Financial Services Company, Executive Chairman (since January 2017); Director; Chairman of the Board; Chief Executive Officer (until 2015); Co-Chief Executive Officer (2015-2016) |
| 2019-08-22 | Robert J. Manning (Age 55) Trustee February 2004 2019 Massachusetts Financial Services Company, Executive Chairman (since January 2017); Director; Chairman of the Board; Chief Executive Officer(until 2015); Co-Chief Executive Officer(2015-2016) Interested person of the Trust |
| 2020-08-20 | Robert J. Manning (Age 56) Trustee February 2004 2022 Massachusetts Financial Services Company, Executive Chairman (since January 2017); Director; Chairman of the Board; Chief Executive Officer (until 2015); Co-Chief Executive Officer (2015-2016) Interested person of the Trust |
| 2021-08-27 | Robert J. Manning (age 57) Trustee February 2004 2022 Massachusetts Financial Services Company, Non-Executive Chairman (since January 2021); Director; Chairman of the Board; Executive Chairman (January 2017-2020); Co-Chief Executive Officer (2015-2016) |
| 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 J. Manning(3); (born 10/20/63) Trustee June 2007 2010 Massachusetts Financial Services Company, Chief Executive Officer, President, Chief Investment Officer and Director |
| 2009-08-26 | Robert J. Manning;(born 10/20/63) Trustee February 2004 2010 Massachusetts Financial Services Company, Chief Executive Officer, President, Chief Investment Officer and Director |
| 2010-08-25 | Robert J. Manning(46) Trustee February 2004 2013 Massachusetts Financial Services Company, Chairman, Chief Executive Officer, and Director; President (until December 2009); Chief Investment Officer (until July 2010) |
| 2011-08-24 | Robert J. Manning (Age 47) Trustee February 2004 2013 Massachusetts Financial Services Company, Chairman, Chief Executive Officer, and Director; President (until December 2009); Chief Investment Officer (until July 2010) |
| 2012-09-20 | Robert J. Manning (Age 48) Trustee February 2004 2013 Massachusetts Financial Services Company, Chairman, Chief Executive Officer, and Director; President (until December 2009); Chief Investment Officer (until July 2010) |
| 2013-08-22 | Robert J. Manning (Age 49) Trustee February 2004 2013 Massachusetts Financial Services Company, Chairman, Chief Executive Officer, and Director; President (until December 2009); Chief Investment Officer (until July 2010) |
| 2014-08-22 | Robert J. Manning (Age 50) Trustee February 2004 2016 Massachusetts Financial Services Company, Chairman, Chief Executive Officer, and Director; President (until 2009); Chief Investment Officer (until 2010) |
| 2015-08-21 | Robert J. Manning (Age 51) Trustee February 2004 2016 Massachusetts Financial Services Company, Chairman, Co-Chief Executive Officer, and Director; Chief Investment Officer (until 2010) |
| 2016-08-19 | Robert J. Manning (Age 52) Trustee February 2004 2016 Massachusetts Financial Services Company, Chairman, Co-Chief Executive Officer, and Director |
| 2017-08-24 | Robert J. Manning (Age 53) Trustee February 2004 2019 Massachusetts Financial Services Company, Executive Chairman (since January 2017); Director; Chairman of the Board; Chief Executive Officer (until 2015); Co-Chief Executive Officer (2015-2016) |
| 2018-08-23 | Robert J. Manning (Age 54) Trustee February 2004 2019 Massachusetts Financial Services Company, Executive Chairman (since January 2017); Director; Chairman of the Board; Chief Executive Officer (until 2015); Co-Chief Executive Officer (2015-2016) |
| 2019-08-22 | Robert J. Manning (Age 55) Trustee February 2004 2019 Massachusetts Financial Services Company, Executive Chairman (since January 2017); Director; Chairman of the Board; Chief Executive Officer(until 2015); Co-Chief Executive Officer(2015-2016) |
| 2020-08-20 | Robert J. Manning (Age 56) Trustee February 2004 2022 Massachusetts Financial Services Company, Executive Chairman (since January 2017); Director; Chairman of the Board; Chief Executive Officer (until 2015); Co-Chief Executive Officer (2015-2016) Interested person, no compensation |
| 2021-08-27 | Robert J. Manning (age 57) Trustee Interested Trustee Non-Executive Chairman of MFS (the MFS Funds investment adviser) and is Chairman of its Board. He has substantial executive and investment management experience, having worked for MFS for over 30 years. |
| Filing Date | Source Excerpt |
|---|---|
| 2004-08-12 | Robert J. Manning* Trustee and President February 2004 2004 Massachusetts Financial Services Company, Chief Executive Officer, President, Chief Investment Officer and Director |
| 2005-02-04 | Robert J. Manning (born 10/20/63) Advisory Trustee Since December 2004 (Advisory Trustee); Since February 2004 (President); February-December 2004 (Trustee) |
| 2007-08-17 | Robert J. Manning(3); (born 10/20/63) Trustee February 2004 2010 Massachusetts Financial Services Company, Chief Executive Officer, President, Chief Investment Officer and Director |
| 2010-08-25 | Robert J. Manning(46) Trustee February 2004 2013 Massachusetts Financial Services Company, Chairman, Chief Executive Officer, and Director; President (until December 2009); Chief Investment Officer (until July 2010) |
| 2011-08-24 | Robert J. Manning (Age 47) Trustee February 2004 2013 Massachusetts Financial Services Company, Chairman, Chief Executive Officer, and Director; President (until December 2009); Chief Investment Officer (until July 2010) |
| 2012-09-20 | Robert J. Manning (Age 48) Trustee February 2004 2013 Massachusetts Financial Services Company, Chairman, Chief Executive Officer, and Director; President (until December 2009); Chief Investment Officer (until July 2010) |
| 2013-08-22 | Robert J. Manning (Age 49) Trustee February 2004 2013 Massachusetts Financial Services Company, Chairman, Chief Executive Officer, and Director; President (until December 2009); Chief Investment Officer (until July 2010) |
| 2014-08-22 | Robert J. Manning (Age 50) Trustee February 2004 2016 Massachusetts Financial Services Company, Chairman, Chief Executive Officer, and Director; President (until 2009); Chief Investment Officer (until 2010) |
| 2015-08-21 | Robert J. Manning (Age 51) Trustee February 2004 2016 Massachusetts Financial Services Company, Chairman, Co-Chief Executive Officer, and Director; Chief Investment Officer (until 2010) |
| 2016-08-19 | Robert J. Manning (Age 52) Trustee February 2004 2016 Massachusetts Financial Services Company, Chairman, Co-Chief Executive Officer, and Director |
| 2017-08-24 | Robert J. Manning (Age 53) Trustee February 2004 2019 Massachusetts Financial Services Company, Executive Chairman (since January 2017); Director; Chairman of the Board; Chief Executive Officer (until 2015); Co-Chief Executive Officer (2015-2016) |
| 2018-08-23 | Robert J. Manning (Age 54) Trustee February 2004 2019 Massachusetts Financial Services Company, Executive Chairman (since January 2017); Director; Chairman of the Board; Chief Executive Officer (until 2015); Co-Chief Executive Officer (2015-2016) |
| 2019-08-22 | Robert J. Manning (Age 55) Trustee February 2004 2019 Massachusetts Financial Services Company, Executive Chairman (since January 2017); Director; Chairman of the Board; Chief Executive Officer(until 2015); Co-Chief Executive Officer(2015-2016) Interested Trustees receive no compensation from any Trust for their services as Trustees. |
| 2020-08-20 | Robert J. Manning (Age 56) Trustee February 2004 2022 Massachusetts Financial Services Company, Executive Chairman (since January 2017); Director; Chairman of the Board; Chief Executive Officer (until 2015); Co-Chief Executive Officer (2015-2016) Interested person of the Trust |
| 2021-08-27 | Robert J. Manning (age 57) Trustee since February 2004, Non-Executive Chairman (since January 2021); Director; Chairman of the Board; Executive Chairman (January 2017-2020); Co-Chief Executive Officer (2015-2016) |
| Filing Date | Source Excerpt |
|---|---|
| 2007-05-02 | Robert J. Manning, CEO of MFS; Nominee Trustee and Interested Trustee; member of Contracts Review Committee, Nomination and Compensation Committee. |
| 2008-08-21 | Robert J. Manning(3); (born 10/20/63) Trustee June 2007 2010 Massachusetts Financial Services Company, Chief Executive Officer, President, Chief Investment Officer and Director |
| 2009-08-26 | Robert J. Manning;(born 10/20/63) Trustee February 2004 2010 Massachusetts Financial Services Company, Chief Executive Officer, President, Chief Investment Officer and Director |
| 2010-08-25 | Robert J. Manning(46) Trustee February 2004 2013 Massachusetts Financial Services Company, Chairman, Chief Executive Officer, and Director; President (until December 2009); Chief Investment Officer (until July 2010) |
| 2011-08-24 | Robert J. Manning (Age 47) Trustee since February 2004, Chairman, Chief Executive Officer, and Director of Massachusetts Financial Services Company; President (until December 2009); Chief Investment Officer (until July 2010). Interested Trustee. |
| 2012-09-20 | Robert J. Manning (Age 48) Trustee February 2004 2013 Massachusetts Financial Services Company, Chairman, Chief Executive Officer, and Director; President (until December 2009); Chief Investment Officer (until July 2010) |
| 2013-08-22 | Robert J. Manning (Age 49) Trustee February 2004 2013 Massachusetts Financial Services Company, Chairman, Chief Executive Officer, and Director; President (until December 2009); Chief Investment Officer (until July 2010) |
| 2014-08-22 | Robert J. Manning (Age 50) Trustee February 2004 2016 Massachusetts Financial Services Company, Chairman, Chief Executive Officer, and Director; President (until 2009); Chief Investment Officer (until 2010) |
| 2015-08-21 | Robert J. Manning (Age 51) Trustee February 2004 2016 Massachusetts Financial Services Company, Chairman, Co-Chief Executive Officer, and Director; Chief Investment Officer (until 2010) |
| 2016-08-19 | Robert J. Manning (Age 52) Trustee February 2004 2016 Massachusetts Financial Services Company, Chairman, Co-Chief Executive Officer, and Director |
| 2017-08-24 | Robert J. Manning (Age 53) Trustee since February 2004; Executive Chairman of MFS (since January 2017); Chairman of the Board; Chief Executive Officer (until 2015); Co-Chief Executive Officer (2015-2016); Interested Trustee; no compensation from Trusts. |
| 2018-08-23 | Robert J. Manning (Age 54) Trustee February 2004 2019 Massachusetts Financial Services Company, Executive Chairman (since January 2017); Director; Chairman of the Board; Chief Executive Officer (until 2015); Co-Chief Executive Officer (2015-2016) |
| 2019-08-22 | Robert J. Manning (Age 55) Trustee February 2004 2019 Massachusetts Financial Services Company, Executive Chairman (since January 2017); Director; Chairman of the Board; Chief Executive Officer(until 2015); Co-Chief Executive Officer(2015-2016) |
| 2020-08-20 | Robert J. Manning (Age 56) Trustee February 2004 2022 Massachusetts Financial Services Company, Executive Chairman (since January 2017); Director; Chairman of the Board; Chief Executive Officer (until 2015); Co-Chief Executive Officer (2015-2016) |
| 2021-08-27 | Robert J. Manning (age 57) Trustee since February 2004, Non-Executive Chairman (since January 2021), Chairman of the Board, Executive Chairman (2017-2020), Co-Chief Executive Officer (2015-2016) |
| Filing Date | Source Excerpt |
|---|---|
| 2004-08-12 | Robert J. Manning* Trustee and President February 2004 2004 Massachusetts Financial Services Company, Chief Executive Officer, President, Chief Investment Officer and Director |
| 2005-02-04 | Robert J. Manning* Advisory Trustee Since December 2004 (Advisory Trustee); Since February 2004 (President); February-December 2004 (Trustee) |
| 2006-08-18 | Robert J. Manning(3); (born 10/20/63) Trustee February 2004 2007 Massachusetts Financial Services Company, Chief Executive Officer, President, Chief Investment Officer and Director |
| 2007-08-17 | Robert J. Manning(3); (born 10/20/63) Trustee February 2004 2010 Massachusetts Financial Services Company, Chief Executive Officer, President, Chief Investment Officer and Director |
| 2008-08-21 | Robert J. Manning(3) Trustee February 2004 2010 Massachusetts Financial Services Company, Chief Executive Officer, President, Chief Investment Officer and Director |
| 2009-08-26 | Robert J. Manning;(born 10/20/63) Trustee February 2004 2010 Massachusetts Financial Services Company, Chief Executive Officer, President, Chief Investment Officer and Director |
| 2010-08-25 | Robert J. Manning(46) Trustee February 2004 2013 Massachusetts Financial Services Company, Chairman, Chief Executive Officer, and Director; President (until December 2009); Chief Investment Officer (until July 2010) |
| 2011-08-24 | Robert J. Manning (Age 47) Trustee February 2004 2013 Massachusetts Financial Services Company, Chairman, Chief Executive Officer, and Director; President (until December 2009); Chief Investment Officer (until July 2010) |
| 2012-09-20 | Robert J. Manning (Age 48) Trustee February 2004 2013 Massachusetts Financial Services Company, Chairman, Chief Executive Officer, and Director; President (until December 2009); Chief Investment Officer (until July 2010) |
| 2013-08-22 | Robert J. Manning (Age 49) Trustee February 2004 2013 Massachusetts Financial Services Company, Chairman, Chief Executive Officer, and Director; President (until December 2009); Chief Investment Officer (until July 2010) |
| 2014-08-22 | Robert J. Manning (Age 50) Trustee February 2004 2016 Massachusetts Financial Services Company, Chairman, Chief Executive Officer, and Director; President (until 2009); Chief Investment Officer (until 2010) |
| 2015-08-21 | Robert J. Manning (Age 51) Trustee February 2004 2016 Massachusetts Financial Services Company, Chairman, Co-Chief Executive Officer, and Director; Chief Investment Officer (until 2010) |
| 2016-08-19 | Robert J. Manning (Age 52) Trustee February 2004 2016 Massachusetts Financial Services Company, Chairman, Co-Chief Executive Officer, and Director |
| 2017-08-24 | Robert J. Manning (Age 53) Trustee February 2004 2019 Massachusetts Financial Services Company, Executive Chairman (since January 2017); Director; Chairman of the Board; Chief Executive Officer (until 2015); Co-Chief Executive Officer (2015-2016) |
| 2018-08-23 | Robert J. Manning (Age 54) Trustee February 2004 2019 Massachusetts Financial Services Company, Executive Chairman (since January 2017); Director; Chairman of the Board; Chief Executive Officer (until 2015); Co-Chief Executive Officer (2015-2016) |
| 2019-08-22 | Robert J. Manning (Age 55) Trustee February 2004 2019 Massachusetts Financial Services Company, Executive Chairman (since January 2017); Director; Chairman of the Board; Chief Executive Officer(until 2015); Co-Chief Executive Officer(2015-2016) Interested person of the Trust |
| 2020-08-20 | Robert J. Manning (Age 56) Trustee February 2004 2022 Massachusetts Financial Services Company, Executive Chairman (since January 2017); Director; Chairman of the Board; Chief Executive Officer (until 2015); Co-Chief Executive Officer (2015-2016) Interested person of the Trust |
| 2021-08-27 | Robert J. Manning (age 57) Trustee since February 2004, Non-Executive Chairman (since January 2021); Director; Chairman of the Board; Executive Chairman (January 2017-2020); Co-Chief Executive Officer (2015-2016) |
| Filing Date | Source Excerpt |
|---|---|
| 2004-08-12 | Robert J. Manning* Trustee and President February 2004 2004 Massachusetts Financial Services Company, Chief Executive Officer, President, Chief Investment Officer and Director |
| 2005-02-04 | Robert J. Manning (born 10/20/63) Advisory Trustee Since December 2004 (Advisory Trustee); Since February 2004 (President); February-December 2004 (Trustee) |
| 2007-08-17 | Robert J. Manning(3); (born 10/20/63) Trustee February 2004 2010 Massachusetts Financial Services Company, Chief Executive Officer, President, Chief Investment Officer and Director |
| 2009-08-26 | Robert J. Manning;(born 10/20/63) Trustee February 2004 2010 Massachusetts Financial Services Company, Chief Executive Officer, President, Chief Investment Officer and Director |
| 2010-08-25 | Robert J. Manning(46) Trustee February 2004 2013 Massachusetts Financial Services Company, Chairman, Chief Executive Officer, and Director; President (until December 2009); Chief Investment Officer (until July 2010) |
| 2011-08-24 | Robert J. Manning (Age 47) Trustee February 2004 2013 Massachusetts Financial Services Company, Chairman, Chief Executive Officer, and Director; President (until December 2009); Chief Investment Officer (until July 2010) |
| 2012-09-20 | Robert J. Manning (Age 48) Trustee February 2004 2013 Massachusetts Financial Services Company, Chairman, Chief Executive Officer, and Director; President (until December 2009); Chief Investment Officer (until July 2010) |
| 2013-08-22 | Robert J. Manning (Age 49) Trustee February 2004 2013 Massachusetts Financial Services Company, Chairman, Chief Executive Officer, and Director; President (until December 2009); Chief Investment Officer (until July 2010) |
| 2014-08-22 | Robert J. Manning (Age 50) Trustee February 2004 2016 Massachusetts Financial Services Company, Chairman, Chief Executive Officer, and Director; President (until 2009); Chief Investment Officer (until 2010) |
| 2015-08-21 | Robert J. Manning (Age 51) Trustee February 2004 2016 Massachusetts Financial Services Company, Chairman, Co-Chief Executive Officer, and Director; Chief Investment Officer (until 2010) |
| 2016-08-19 | Robert J. Manning (Age 52) Trustee February 2004 2016 Massachusetts Financial Services Company, Chairman, Co-Chief Executive Officer, and Director |
| 2017-08-24 | Robert J. Manning (Age 53) Trustee February 2004 2019 Massachusetts Financial Services Company, Executive Chairman (since January 2017); Director; Chairman of the Board; Chief Executive Officer (until 2015); Co-Chief Executive Officer (2015-2016) |
| 2018-08-23 | Robert J. Manning (Age 54) Trustee February 2004 2019 Massachusetts Financial Services Company, Executive Chairman (since January 2017); Director; Chairman of the Board; Chief Executive Officer (until 2015); Co-Chief Executive Officer (2015-2016) |
| 2019-08-22 | Robert J. Manning (Age 55) Trustee February 2004 2019 Massachusetts Financial Services Company, Executive Chairman (since January 2017); Director; Chairman of the Board; Chief Executive Officer(until 2015); Co-Chief Executive Officer(2015-2016) |
| 2020-08-20 | Robert J. Manning (Age 56) Trustee February 2004 2022 Massachusetts Financial Services Company, Executive Chairman (since January 2017); Director; Chairman of the Board; Chief Executive Officer (until 2015); Co-Chief Executive Officer (2015-2016) Interested Trustees receive no compensation from any Trust for their services as Trustees. |
| 2021-08-27 | Robert J. Manning (age 57) Trustee Interested Trustee Massachusetts Financial Services Company, Non-Executive Chairman (since January 2021); Director; Chairman of the Board; Executive Chairman (January 2017-2020); Co-Chief Executive Officer (2015-2016) |
| Filing Date | Source Excerpt |
|---|---|
| 2023-03-10 | Robert J. Manning, Retired Chairman and Chief Executive Officer of MFS Investment Management, Age 59, Director Since 2022, Committees Served: Compensation and Talent Development, Corporate Governance. Compensation Table: Total $45,976. |
| 2024-03-08 | Robert J. Manning, Age 60, Director Since 2022, Committees Served: Compensation and Talent Development, Corporate Governance, Audit (Chair) effective March 9, 2024, Compensation Table Total: $315,145. |
| 2025-03-07 | Mr. Manning’s more than three decades of financial services, investment stewardship and leadership experience enables him to provide vital insights to the Board and management related to risk management, capital allocation, financial planning and sustainability. |
Data sourced from SEC filings. Last updated: 2026-02-03