Corporate Board Profile
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| Filing Date | Source Excerpt |
|---|---|
| 2007-02-07 | Robert M. Bilkie, Jr. Director Aggregate Compensation from Fund* $1200 Pension or Retirement Benefits Accrued as Part of Fund Expenses None Estimated Annual Benefits Upon Retirement None Total Compensation from Fund and Complex Paid to Directors** $1200 |
| 2007-03-02 | Robert M. Bilkie, Jr. Age 46 Director Term of office one year. Served as a director since 2006. Aggregate Compensation from Fund* $1200 The Fund has an audit committee established in accordance with Section 3(a)(58)(A) of the Securities Exchange Act of 1934 comprised of Messrs. Holth, Smith and Bilkie. |
| 2008-03-10 | Robert M. Bilkie, Jr., age 47, Chairman; Director. Chairman is a non-executive, non-officer position. Member of the Audit Committee. Aggregate Compensation from Fund: $2,000. |
| 2009-02-27 | Robert M. Bilkie, Jr., age 48, Chairman; Director. President and Chief Executive Officer of Sigma Investment Counselors, Inc. Aggregate compensation from Fund: $3,000. Audit Committee member. |
| 2010-02-26 | Robert M. Bilkie, Jr., Chairman; Director age 49 Chairman; Director During 2009, each director who served for the full year received an annual retainer of $3,000. Robert M. Bilkie, Jr. Director Aggregate Compensation from Fund: $3,000 |
| 2011-02-28 | Robert M. Bilkie, Jr., age 50, Chairman; Director. During 2010, each director who served for the full year received an annual retainer of $5,000, plus $500 for each meeting of a Board committee. Robert M. Bilkie, Jr. received $5,000 in aggregate compensation from the Fund. |
| 2012-03-05 | Robert M. Bilkie, Jr., age 51, Chairman; Director. Director fees are only payable to directors who are not officers of the Fund or affiliated with the Advisor. During 2011, each director who served for the full year received an annual retainer of $6,000, plus $500 for each meeting of a Board committee. Robert M. Bilkie, Jr. received $6,000 in aggregate compensation from the Fund. |
| 2013-02-28 | Robert M. Bilkie, Jr., age 52, Chairman; Director. Term of office one year (Class I). Served as a director since 2006. During 2012, each director received an annual retainer of $7,000, plus $500 for each meeting of a Board committee. Robert M. Bilkie, Jr. received $7,000 in aggregate compensation from the Fund. |
| 2014-03-10 | Robert M. Bilkie, Jr., age 53, Chairman; Director. Term of office three years (Class I). Served as a director since 2006. President and Chief Executive Officer of Sigma Investment Counselors, Inc. (a registered investment advisor) since 1987. Director fees are only payable to directors who are not officers of the Fund or affiliated with the Advisor. During 2013, each director received an annual retainer of $8,000. |
| 2015-03-10 | Robert M. Bilkie, Jr., age 54, Chairman; Director. Term of office expires 2017 (Class I). Served as a director since 2006. President and Chief Executive Officer of Sigma Investment Counselors, Inc. Annual compensation $9,000. |
| 2016-03-18 | Robert M. Bilkie, Jr., age 55, Chairman; Director. Annual retainer of $10,000 plus $500 per committee meeting. Aggregate compensation from Fund: $10,000. |
| 2017-03-09 | Robert M. Bilkie, Jr., age 56; Chairman; Director; Term of office expires 2017 (Class I). Served as a director since 2006. President and Chief Executive Officer of Sigma Investment Counselors, Inc. (a registered investment advisor) since 1987; member of the NAIC/Better Investing Securities Review Committee and of the NAIC/Better Investing Editorial Advisory Committee (non-remunerative). Aggregate Compensation from Fund: $10,000. |
| 2018-03-09 | Robert M. Bilkie, Jr., age 57 Chairman; Director Term of office expires 2020 (Class I). Served as a director since 2006. President and Chief Executive Officer of Sigma Investment Counselors, Inc. (a registered investment advisor) since 1987; member of the NAIC/Better Investing Securities Review Committee and of the NAIC/Better Investing Editorial Advisory Committee (non-remunerative). During 2017, each director received an annual retainer of $10,000, paid quarterly, together with $1,000, paid quarterly, for service on the Audit Committee. Robert M. Bilkie, Jr. Director $10,000 None None $10,000 |
| 2019-03-05 | Robert M. Bilkie, Jr., age 58 Chairman; Director Term of office expires 2020 (Class I). Served as a director since 2006. President and Chief Executive Officer of Sigma Investment Counselors, Inc. (a registered investment advisor) since 1987; member of the NAIC/Better Investing Securities Review Committee and of the NAIC/Better Investing Editorial Advisory Committee (non-remunerative). Aggregate Compensation from Fund: $10,000 |
| 2020-03-09 | Robert M. Bilkie, Jr., age 59 Chairman; Director Term of office expires 2020 (Class I); nominee for director. Served as a director since 2006. President and Chief Executive Officer of Sigma Investment Counselors, Inc. (a registered investment advisor) since 1987; member of the NAIC/Better Investing Securities Review Committee and of the NAIC/Better Investing Editorial Advisory Committee (non-remunerative). For 2019, Fund directors who are entitled to receive directors’ fees received an annual retainer of $11,000, paid quarterly, together with $1,000, paid quarterly, for service on the Audit Committee. The Audit Committee Chairman received an additional $500 annual retainer, paid quarterly. The fees will be unchanged for 2020. Robert M. Bilkie, Jr. Director and Nominee $11,000 None None $11,000 |
| 2021-03-10 | Robert M. Bilkie, Jr., age 60 Chairman; Director Term of office expires 2023 (Class I); nominee for director. Served as a director since 2006. President and Chief Executive Officer of Sigma Investment Counselors, Inc. (a registered investment advisor) since 1987; member of the BetterInvesting Securities Review Committee and of the BetterInvesting Editorial Advisory Committee (non-remunerative). For 2020, Fund directors who are entitled to receive directors’ fees received an annual retainer of $11,000, paid quarterly, together with $1,000, paid quarterly, for service on the Audit Committee. The Audit Committee Chairman received an additional $500 annual retainer, paid quarterly. The fees will be unchanged for 2021. Robert M. Bilkie, Jr. received $11,000 in 2020. |
| 2022-03-10 | Robert M. Bilkie, Jr., Chairman; Director, age 61, President and Chief Executive Officer of Sigma Investment Counselors, Inc. Served as a director since 2006. Compensation: $11,000. |
| 2023-03-20 | Robert M. Bilkie, Jr., age 62, Chairman; Director and Nominee for Director. Served as a director since 2006. President and CEO of Sigma Investment Counselors, Inc. Compensation: $12,000. |
| 2024-03-07 | Robert M. Bilkie, Jr., age 63 Chairman; Director Term of office expires 2026 (Class I). Served as a director since 2006. President and Chief Executive Officer of Sigma Investment Counselors, Inc. (a registered investment advisor) since 1987. Directors’ fees are only payable to directors who are not officers of the Fund or affiliated with the Advisor. For 2023, Fund directors who are entitled to receive directors’ fees, received an annual retainer of $12,000. |
| 2025-03-06 | Robert M. Bilkie, Jr., age 64 Chairman; Director Aggregate Compensation from Fund: $13,000 |
Data sourced from SEC filings. Last updated: 2026-02-03