Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2007-07-02 | Retired. Principal of STI Management (investment adviser) from 1994 to 2005; Chairman and CEO of Salomon Brothers Asset Management from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine from 1992 to 2002; Director of Stock Research and U.S. Equity Strategist at Salomon Brothers from 1975 to 1991. |
| 2008-07-31 | Formerly Principal of STI Management LLC (investment adviser) from 1994 to 2005. |
| Filing Date | Source Excerpt |
|---|---|
| 2007-07-02 | Retired. Principal of STI Management (investment adviser) from 1994 to 2005; Chairman and CEO of Salomon Brothers Asset Management from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine from 1992 to 2002; Director of Stock Research and U.S. Equity Strategist at Salomon Brothers from 1975 to 1991; Trustee, Commonfund from 1980 to 2001. |
| 2008-07-31 | Formerly Principal of STI Management LLC (investment adviser) from 1994 to 2005. |
| Filing Date | Source Excerpt |
|---|---|
| 2004-03-18 | Principal of STI Management (investment adviser) since 1994; Chairman and CEO of Salomon Brothers Asset Management from 1992 to 1995. |
| 2005-03-22 | Principal of STI Management since 1994; Chairman and CEO of Salomon Brothers Asset Management Inc. from 1992 to 1995; Director of Stock Research and U.S. Equity Strategist at Salomon Brothers Inc. from 1975 to 1991. |
| 2006-03-22 | Principal of STI Management since 1994; Chairman and CEO of Salomon Brothers Asset Management Inc. from 1992 to 1995; Director of Stock Research and U.S. Equity Strategist at Salomon Brothers Inc. from 1975 to 1991. |
| 2006-06-15 | Robert S. Salomon, Jr. - Principal of STI Management (investment adviser) from 1994 to 1995; Chairman and CEO of Salomon Brothers Asset Management Inc. from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine from 1992 to 2002; Director of Stock Research and US Equity Strategist at Salomon Brothers Inc. from 1975 to 1991; Trustee, Commonfund from 1980 to 2001. |
| 2007-07-02 | Retired. Principal of STI Management (investment adviser) from 1994 to 2005; Chairman and CEO of Salomon Brothers Asset Management from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine from 1992 to 2002; Director of Stock Research and U.S. Equity Strategist at Salomon Brothers from 1975 to 1991. |
| 2008-07-31 | Formerly Principal of STI Management LLC (investment adviser) from 1994 to 2005. |
| Filing Date | Source Excerpt |
|---|---|
| 2006-06-15 | Principal of STI Management (investment adviser) from 1994 to 1995; Chairman and CEO of Salomon Brothers Asset Management Inc. from 1992 to 1995; Director of Stock Research and US Equity Strategist at Salomon Brothers Inc. from 1975 to 1991. |
| 2007-07-02 | Retired. Principal of STI Management (investment adviser) from 1994 to 2005; Chairman and CEO of Salomon Brothers Asset Management from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine from 1992 to 2002; Director of Stock Research and U.S. Equity Strategist at Salomon Brothers from 1975 to 1991; Trustee, Commonfund from 1980 to 2001. |
| 2008-07-31 | Formerly Principal of STI Management LLC (investment adviser) from 1994 to 2005. |
| Filing Date | Source Excerpt |
|---|---|
| 2007-07-02 | Robert S. Salomon, Jr.(1) Age: 70 Board Member of certain Funds Since 1997 Retired. Principal of STI Management (investment adviser) from 1994 to 2005; Chairman and CEO of Salomon Brothers Asset Management from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine from 1992 to 2002; Director of Stock Research and U.S. Equity Strategist at Salomon Brothers from 1975 to 1991; Trustee, Commonfund from 1980 to 2001. 37 registered investment companies consisting of 57 portfolios 112 registered investment companies None. |
| 2008-07-31 | Robert S. Salomon, Jr. (1) Director/ Trustee 2007 to present Formerly Principal of STI Management LLC (investment adviser) from 1994 to 2005. ... The Audit Committee of each Fund, except BQR, consists of the following Board Members: Karen P. Robards (Chair), Kent Dixon, Frank J. Fabozzi, James T. Flynn, W. Carl Kester and Robert S. Salomon, Jr. ... The Governance and Nominating Committee, except BQRs, is comprised of R. Glenn Hubbard, G. Nicholas Beckwith, III, Richard E. Cavanagh, Jerrold B. Harris and Kathleen F. Feldstein, each of whom is not an interested persons within the meaning of the 1940 Act. ... Each Fund, except BQR, has a Compliance Committee composed of Kathleen F. Feldstein, G. Nicholas Beckwith, III, Richard E. Cavanagh, Jerrold B. Harris and R. Glenn Hubbard, each of whom is not an interested persons within the meaning of the 1940 Act. ... Each Fund, except BQR, has a Performance Oversight Committee composed of all of the Independent Board Members. |
| Filing Date | Source Excerpt |
|---|---|
| 2007-07-02 | Robert S. Salomon, Jr.(1) Age: 70 Board Member of certain Funds Since 1997 Retired. Principal of STI Management (investment adviser) from 1994 to 2005; Chairman and CEO of Salomon Brothers Asset Management from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine from 1992 to 2002; Director of Stock Research and U.S. Equity Strategist at Salomon Brothers from 1975 to 1991; Trustee, Commonfund from 1980 to 2001. |
| 2008-07-31 | Robert S. Salomon, Jr. Director/Trustee since 2007 to present. He receives no compensation from the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2007-07-02 | Retired. Principal of STI Management (investment adviser) from 1994 to 2005; Chairman and CEO of Salomon Brothers Asset Management from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine from 1992 to 2002; Director of Stock Research and U.S. Equity Strategist at Salomon Brothers from 1975 to 1991; Trustee, Commonfund from 1980 to 2001. |
| 2008-07-31 | Formerly Principal of STI Management LLC (investment adviser) from 1994 to 2005. |
| Filing Date | Source Excerpt |
|---|---|
| 2002-07-18 | Robert S. Salomon, Jr. (65) Director since 1996 Principal of STI Management since 1994; Chairman and CEO of Salomon Brothers Asset Management Inc. from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine since 1992; Director of Stock Research and U.S. Equity Strategist at Salomon Brothers Inc. from 1975 to 1991; Trustee, Commonfund from 1980 to 2001. |
| 2003-07-16 | Robert S. Salomon, Jr. (66) Director since 1996; Principal of STI Management (investment adviser) since 1994; Chairman and CEO of Salomon Brothers Asset Management from 1992 to 1995; Chairman of Salomon Brothers equity mutual funds from 1992 to 1995; regular columnist with Forbes magazine from 1992 to 2001; Director of Stock Research and U.S. Equity Strategist at Salomon Brothers Inc. from 1975 to 1991; Trustee, Commonfund from 1980 to 2001. |
| 2004-07-27 | Robert S. Salomon, Jr. (67) Director Director of each Fund since the year listed in Exhibit B. Each Director Nominee is a member of each Fund’s Audit Committee and Nominating Committee. Salomon compensation: CHY $1,275 |
| 2005-07-21 | Robert S. Salomon, Jr. (68) Director td Director of each Fund since the year listed in Exhibit B. Principal of STI Management (investment adviser) since 1994; Chairman and CEO of Salomon Brothers Asset Management, Inc. from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine from 1992 to 2002; Director of Stock Research and U.S. Equity Strategist at Salomon Brothers Inc. from 1975 until 1991; Trustee, Commonfund from 1980 to 2001. Herbert I. London, Roberta Cooper Ramo and Robert S. Salomon, Jr. are the members of each Funds Nominating Committee. |
| 2006-06-15 | Robert S. Salomon, Jr. (69) Board Member Principal of STI Management (investment adviser) from 1994 to 1995; Chairman and CEO of Salomon Brothers Asset Management Inc. from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine from 1992 to 2002; Director of Stock Research and US Equity Strategist at Salomon Brothers Inc. from 1975 to 1991; Trustee, Commonfund from 1980 to 2001. |
| 2007-07-02 | Robert S. Salomon, Jr.(1) Age: 70 Board Member of certain Funds Since 1997 Retired. Principal of STI Management (investment adviser) from 1994 to 2005; Chairman and CEO of Salomon Brothers Asset Management from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine from 1992 to 2002; Director of Stock Research and U.S. Equity Strategist at Salomon Brothers from 1975 to 1991; Trustee, Commonfund from 1980 to 2001. |
| 2008-07-31 | Robert S. Salomon, Jr. (1) Director/Trustee since 2007 to present. He receives $250,000 per annum retainer, $25,000 for Audit Committee, and other fees totaling $245,969 from the Fund Complex. |
| Filing Date | Source Excerpt |
|---|---|
| 2007-07-02 | Retired. Principal of STI Management (investment adviser) from 1994 to 2005; Chairman and CEO of Salomon Brothers Asset Management from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine from 1992 to 2002; Director of Stock Research and U.S. Equity Strategist at Salomon Brothers from 1975 to 1991. |
| 2008-07-31 | Formerly Principal of STI Management LLC (investment adviser) from 1994 to 2005. |
| Filing Date | Source Excerpt |
|---|---|
| 2007-07-02 | Retired. Principal of STI Management (investment adviser) from 1994 to 2005; Chairman and CEO of Salomon Brothers Asset Management from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine from 1992 to 2002; Director of Stock Research and U.S. Equity Strategist at Salomon Brothers from 1975 to 1991. |
| 2008-07-31 | Formerly Principal of STI Management LLC (investment adviser) from 1994 to 2005. |
| Filing Date | Source Excerpt |
|---|---|
| 2007-07-02 | Retired. Principal of STI Management (investment adviser) from 1994 to 2005; Chairman and CEO of Salomon Brothers Asset Management from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine from 1992 to 2002; Director of Stock Research and U.S. Equity Strategist at Salomon Brothers from 1975 to 1991; Trustee, Commonfund from 1980 to 2001. |
| 2008-07-31 | Formerly Principal of STI Management LLC (investment adviser) from 1994 to 2005. |
| Filing Date | Source Excerpt |
|---|---|
| 2006-06-15 | Robert S. Salomon, Jr. (69) Board Member Principal of STI Management (investment adviser) from 1994 to 1995; Chairman and CEO of Salomon Brothers Asset Management Inc. from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine from 1992 to 2002; Director of Stock Research and US Equity Strategist at Salomon Brothers Inc. from 1975 to 1991; Trustee, Commonfund from 1980 to 2001. |
| 2007-07-02 | Robert S. Salomon, Jr.(1) Age: 70 Board Member of certain Funds Since 1997 Retired. Principal of STI Management (investment adviser) from 1994 to 2005; Chairman and CEO of Salomon Brothers Asset Management from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine from 1992 to 2002; Director of Stock Research and U.S. Equity Strategist at Salomon Brothers from 1975 to 1991; Trustee, Commonfund from 1980 to 2001. |
| Filing Date | Source Excerpt |
|---|---|
| 2006-06-15 | Robert S. Salomon, Jr. (69) Board Member Principal of STI Management (investment adviser) from 1994 to 1995; Chairman and CEO of Salomon Brothers Asset Management Inc. from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine from 1992 to 2002; Director of Stock Research and US Equity Strategist at Salomon Brothers Inc. from 1975 to 1991; Trustee, Commonfund from 1980 to 2001. Nominating Committee Members for Funds supervised by Board C include Robert S. Salomon, Jr. |
| 2007-07-02 | Robert S. Salomon, Jr.(1) Age: 70 Board Member of certain Funds Since 1997 Retired. Principal of STI Management (investment adviser) from 1994 to 2005; Chairman and CEO of Salomon Brothers Asset Management from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine from 1992 to 2002; Director of Stock Research and U.S. Equity Strategist at Salomon Brothers from 1975 to 1991; Trustee, Commonfund from 1980 to 2001. None. |
| 2008-07-31 | Robert S. Salomon, Jr. Director/ Trustee and Member of the Audit Committee since 1996. The Independent Board Members who are not “interested persons,” as defined in the 1940 Act, receive retainer fees which includes meeting fees (up to six meetings per year) for Board and committee meetings and are reimbursed for all out-of-pocket expenses relating to attendance at such meetings. The Funds do not provide compensation to any Board Member who is an “interested person,” as defined in the 1940 Act. The table below sets forth the aggregate compensation paid to each Independent Board Member by each Fund during its most recently completed fiscal year (based on each Fund’s pre-amended fiscal year end). Total Compensation from Fund Complex (8) $245,969 The Audit Committee of each Fund consists of the following Board Members: Karen P. Robards (Chair), Kent Dixon, Frank J. Fabozzi, James T. Flynn, W. Carl Kester and Robert S. Salomon, Jr. |
| Filing Date | Source Excerpt |
|---|---|
| 2002-03-01 | Robert S. Salomon, Jr. (64)* ... Director/Trustee ... Principal of STI Management (investment adviser) since 1994; ... Each of the Board Member nominees is a director, trustee or member of an advisory board of certain other investment companies for which FAM or MLIM acts as investment adviser and is a member of the Audit Committee of each Fund for which he or she currently serves as a Board Member ... Aggregate Compensation Paid to Board Members by MLIM/FAM Advised Funds: $222,000. |
| 2003-03-14 | Robert S. Salomon, Jr. (66) Board Member Principal of STI Management (investment adviser) since 1994; Chairman and CEO of Salomon Brothers Asset Management Inc. from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine since 1992 to 2002; Director of Stock Research and U.S. Equity Strategist at Salomon Brothers Inc. from l975 to 1991; Trustee, Commonfund from 1980 to 2002. Aggregate Compensation Paid to Board Members by MLIM/FAM-Advised Funds: $255,647. |
| 2004-03-18 | Robert S. Salomon, Jr. (67) Director Director of each Fund since the year listed in Exhibit B. Each of the Director Nominees is a member of the Audit Committee and the Nominating Committee of each Fund. Aggregate Compensation Paid to Non-Interested Directors by MLIM/FAM-Advised Funds: $163,219. |
| 2005-03-22 | Robert S. Salomon, Jr. (68) Director Director of each Fund since the year listed in Exhibit B. Principal of STI Management (investment adviser) since 1994; Chairman and CEO of Salomon Brothers Asset Management Inc. from 1992 to 1995; Chairman of Salomon Brothers equity mutual funds from 1992 to 1995; regular columnist with Forbes Magazine from 1992 to 2001; Director of Stock Research and U.S. Equity Strategist at Salomon Brothers Inc. from 1975 to 1991; Trustee, Commonfund from 1980 to 2001. Directors Ramo, Salomon and London are members of each Fund's Nominating Committee. |
| 2006-03-22 | Robert S. Salomon, Jr. (69) Director Director of each Fund since the year listed in Exhibit B. Each non-interested Director Nominee is a member of each Fund's Audit Committee and Nominating Committee. Aggregate Compensation Paid to Non-Interested Directors by MLIM/FAM-Advised Funds: $225,000. |
| 2006-06-15 | Robert S. Salomon, Jr. (69) Board Member Principal of STI Management (investment adviser) from 1994 to 1995; Chairman and CEO of Salomon Brothers Asset Management Inc. from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine from 1992 to 2002; Director of Stock Research and US Equity Strategist at Salomon Brothers Inc. from 1975 to 1991; Trustee, Commonfund from 1980 to 2001. 39 registered investment companies consisting of 59 portfolios |
| 2007-07-02 | Robert S. Salomon, Jr.(1) Age: 70 Board Member of certain Funds Since 1997 Retired. Principal of STI Management (investment adviser) from 1994 to 2005; Chairman and CEO of Salomon Brothers Asset Management from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine from 1992 to 2002; Director of Stock Research and U.S. Equity Strategist at Salomon Brothers from 1975 to 1991; Trustee, Commonfund from 1980 to 2001. 37 registered investment companies consisting of 57 portfolios 112 registered investment companies None. |
| 2008-07-31 | Robert S. Salomon, Jr. is a Director and Trustee and a member of the Audit Committee. Compensation table shows total compensation of $245,969 for Salomon. |
| Filing Date | Source Excerpt |
|---|---|
| 2003-03-14 | Robert S. Salomon, Jr. (66) Board Member Principal of STI Management (investment adviser) since 1994; Chairman and CEO of Salomon Brothers Asset Management Inc. from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine since 1992 to 2002; Director of Stock Research and U.S. Equity Strategist at Salomon Brothers Inc. from l975 to 1991; Trustee, Commonfund from 1980 to 2002. 42 registered investment companies consisting of 60 portfolios Aggregate Compensation Paid to Board Members by MLIM/FAM-Advised Funds: $255,647 |
| 2006-06-15 | Robert S. Salomon, Jr. (69) Board Member Principal of STI Management (investment adviser) from 1994 to 1995; Chairman and CEO of Salomon Brothers Asset Management Inc. from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine from 1992 to 2002; Director of Stock Research and US Equity Strategist at Salomon Brothers Inc. from 1975 to 1991; Trustee, Commonfund from 1980 to 2001. |
| 2007-07-02 | Robert S. Salomon, Jr.(1) Age: 70 Board Member of certain Funds Since 1997 Retired. Principal of STI Management (investment adviser) from 1994 to 2005; Chairman and CEO of Salomon Brothers Asset Management from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine from 1992 to 2002; Director of Stock Research and U.S. Equity Strategist at Salomon Brothers from 1975 to 1991; Trustee, Commonfund from 1980 to 2001. None. |
| Filing Date | Source Excerpt |
|---|---|
| 2002-03-01 | Robert S. Salomon, Jr. (64)* ... Director/Trustee ... Principal of STI Management (investment adviser) since 1994; Chairman and CEO of Salomon Brothers Asset Management Inc. from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine since 1992; Director of Stock Research and U.S. Equity Strategist at Salomon Brothers Inc. from 1975 to 1991; Trustee, Commonfund from 1980 to 2001. |
| 2003-03-14 | Robert S. Salomon, Jr. (66)... Board Member... Currently, Ms. Ramo and Messrs. Bodurtha, Grills, London, Perold, Salomon and Swensrud are non-interested Board Members with respect to each Fund and are members of the Committee of each Fund... Aggregate Compensation Paid to Board Members by MLIM/FAM-Advised Funds: Robert S. Salomon, Jr $255,647. |
| 2004-03-18 | Robert S. Salomon, Jr. (67) Director Director of each Fund since the year listed in Exhibit B. Each of the Director Nominees is a member of the Audit Committee and the Nominating Committee of each Fund. Aggregate Compensation Paid to Non-Interested Directors by MLIM/FAM-Advised Funds: $163,219. |
| 2005-03-22 | Robert S. Salomon, Jr. (68) Director Director of each Fund since the year listed in Exhibit B. Principal of STI Management (investment adviser) since 1994; Chairman and CEO of Salomon Brothers Asset Management Inc. from 1992 to 1995; Chairman of Salomon Brothers equity mutual funds from 1992 to 1995; regular columnist with Forbes Magazine from 1992 to 2001; Director of Stock Research and U.S. Equity Strategist at Salomon Brothers Inc. from 1975 to 1991; Trustee, Commonfund from 1980 to 2001. Aggregate Compensation Paid to Non-Interested Directors by MLIM/FAM-Advised Funds: Robert S. Salomon, Jr. $225,000. |
| 2006-03-22 | Robert S. Salomon, Jr. (69) Director Director of each Fund since the year listed in Exhibit B. Principal of STI Management (investment adviser) since 1994; Chairman and CEO of Salomon Brothers Asset Management Inc. from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine from 1992 to 2002; Director of Stock Research and U.S. Equity Strategist at Salomon Brothers Inc. from 1975 to 1991; Trustee, Commonfund from 1980 to 2001. Each non-interested Director Nominee is a member of each Fund's Audit Committee and Nominating Committee. The Board of each Fund maintains a standing Audit Committee and a standing Nominating Committee. Currently, all of the non-interested Directors, Ms. Ramo and Messrs. Bodurtha, Froot, Grills, London and Salomon, are members of each Fund's Audit Committee. The Nominating Committee of each Fund consists of three of the non-interested Directors, Ms. Ramo and Messrs. London and Salomon. Aggregate Compensation Paid to Non-Interested Directors by MLIM/FAM-Advised Funds: Robert S. Salomon, Jr $225,000. |
| 2006-06-15 | Robert S. Salomon, Jr. (69) Board Member Principal of STI Management (investment adviser) from 1994 to 1995; Chairman and CEO of Salomon Brothers Asset Management Inc. from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine from 1992 to 2002; Director of Stock Research and US Equity Strategist at Salomon Brothers Inc. from 1975 to 1991; Trustee, Commonfund from 1980 to 2001. 39 registered investment companies consisting of 59 portfolios. None. Each non-interested Board Member receives an annual retainer of $150,000 for his or her services to MLIM/FAM-advised funds, including CHY, CHY III and MuniAssets. The portion of the annual retainer allocated to each MLIM/FAM-advised fund is determined quarterly based on the relative net assets of each such fund. In addition, each non-interested Board Member receives a fee per in-person Board meeting attended and per in-person Audit Committee meeting attended. The annual per meeting fees paid to each non-interested Board Member aggregate $100,000 for all MLIM/FAM-advised funds for which that Board Member serves and are allocated equally among those funds. |
| 2007-07-02 | Robert S. Salomon, Jr.(1) Age: 70 Retired. Principal of STI Management (investment adviser) from 1994 to 2005; Chairman and CEO of Salomon Brothers Asset Management from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine from 1992 to 2002; Director of Stock Research and U.S. Equity Strategist at Salomon Brothers from 1975 to 1991; Trustee, Commonfund from 1980 to 2001. |
| Filing Date | Source Excerpt |
|---|---|
| 2006-06-15 | Robert S. Salomon, Jr. (69) Board Member Principal of STI Management (investment adviser) from 1994 to 1995; Chairman and CEO of Salomon Brothers Asset Management Inc. from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine from 1992 to 2002; Director of Stock Research and US Equity Strategist at Salomon Brothers Inc. from 1975 to 1991; Trustee, Commonfund from 1980 to 2001. |
| 2007-07-02 | Robert S. Salomon, Jr.(1) Age: 70 Board Member of certain Funds Since 1997 Retired. Principal of STI Management (investment adviser) from 1994 to 2005; Chairman and CEO of Salomon Brothers Asset Management from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine from 1992 to 2002; Director of Stock Research and U.S. Equity Strategist at Salomon Brothers from 1975 to 1991; Trustee, Commonfund from 1980 to 2001. |
| Filing Date | Source Excerpt |
|---|---|
| 2001-07-24 | Robert S. Salomon, Jr., 64, Principal of STI Management since 1994; Director since 1996. Member of the Audit Committee. Compensation from Fund and other FAM/MLIM Advised Funds: $184,000. |
| 2002-03-22 | Robert S. Salomon, Jr. (64) ... Director since 1996 ... The Fund pays each member of its Audit Committee, which consists of all the non-interested Directors, an annual fee of $4,000 plus a fee of $1,000 for each Audit Committee meeting attended in person ... The following table sets forth for the fiscal year ended October 31, 2001 compensation paid by the Fund to the non-interested Directors ... Robert S. Salomon, Jr. $16,000. |
| 2003-03-14 | Robert S. Salomon, Jr. (66) Board Member Principal of STI Management since 1994; Chairman and CEO of Salomon Brothers Asset Management Inc. from 1992 to 1995; Director of Stock Research and U.S. Equity Strategist at Salomon Brothers Inc. from 1975 to 1991. Each Board Member nominee is a member of the Audit Committee of each Fund. Aggregate Compensation Paid to Board Members by MLIM/FAM-Advised Funds: $255,647. |
| 2004-03-18 | Robert S. Salomon, Jr. (67) Director Director of each Fund since the year listed in Exhibit B. Each of the Director Nominees is a member of the Audit Committee and the Nominating Committee of each Fund. Aggregate Compensation Paid to Non-Interested Directors by MLIM/FAM-Advised Funds: $163,219. |
| 2005-03-22 | Robert S. Salomon, Jr. (68) Director Director of each Fund since the year listed in Exhibit B. The Nominating Committee of each Fund consists of three of the non-interested Directors, Ms. Ramo and Messrs. London and Salomon. Set forth in the table below is information regarding the aggregate compensation paid by MLIM/FAM-advised funds to non-interested Directors for the year ended December 31, 2004. Robert S. Salomon, Jr. $225,000 |
| 2006-03-22 | Robert S. Salomon, Jr. (69) Director Director of each Fund since the year listed in Exhibit B. Each non-interested Director Nominee is a member of each Fund's Audit Committee and Nominating Committee. Aggregate Compensation Paid to Non-Interested Directors by MLIM/FAM-Advised Funds: $225,000. |
| 2006-06-15 | Robert S. Salomon, Jr. (69) Board Member Principal of STI Management (investment adviser) from 1994 to 1995; Chairman and CEO of Salomon Brothers Asset Management Inc. from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine from 1992 to 2002; Director of Stock Research and US Equity Strategist at Salomon Brothers Inc. from 1975 to 1991; Trustee, Commonfund from 1980 to 2001. 39 registered investment companies consisting of 59 portfolios. None. Each non-interested Board Member receives an annual retainer of $150,000 for his or her services to MLIM/FAM-advised funds, including CHY, CHY III and MuniAssets. The portion of the annual retainer allocated to each MLIM/FAM-advised fund is determined quarterly based on the relative net assets of each such fund. In addition, each non-interested Board Member receives a fee per in-person Board meeting attended and per in-person Audit Committee meeting attended. The annual per meeting fees paid to each non-interested Board Member aggregate $100,000 for all MLIM/FAM-advised funds for which that Board Member serves and are allocated equally among those funds. |
| 2007-07-02 | Robert S. Salomon, Jr.(1) Age: 70 Board Member of certain Funds Since 1997 Retired. Principal of STI Management (investment adviser) from 1994 to 2005; Chairman and CEO of Salomon Brothers Asset Management from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine from 1992 to 2002; Director of Stock Research and U.S. Equity Strategist at Salomon Brothers from 1975 to 1991; Trustee, Commonfund from 1980 to 2001. 37 registered investment companies consisting of 57 portfolios 112 registered investment companies None. |
| 2008-07-31 | Robert S. Salomon, Jr. is a Director/Trustee since 2007 and a member of the Audit Committee. The Independent Board Members receive retainer fees which includes meeting fees (up to six meetings per year) for Board and committee meetings. The table in Appendix B shows aggregate compensation paid to each Independent Board Member, including Mr. Salomon, but no compensation is listed for him in the table. |
| Filing Date | Source Excerpt |
|---|---|
| 2002-03-01 | Robert S. Salomon, Jr. (64)* 106 Dolphin Cove Quay Stamford, Connecticut 06902 Director/Trustee Principal of STI Management since 1994; Chairman and CEO of Salomon Brothers Asset Management Inc. from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine since 1992; Director of Stock Research and U.S. Equity Strategist at Salomon Brothers Inc. from 1975 to 1991; Trustee, Commonfund from 1980 to 2001. |
| 2003-03-14 | Robert S. Salomon, Jr. (66) Board Member Principal of STI Management (investment adviser) since 1994; Chairman and CEO of Salomon Brothers Asset Management Inc. from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine since 1992 to 2002; Director of Stock Research and U.S. Equity Strategist at Salomon Brothers Inc. from l975 to 1991; Trustee, Commonfund from 1980 to 2002. Each Board Member nominee is a member of the Audit Committee of each Fund. Aggregate Compensation Paid to Board Members by MLIM/FAM-Advised Funds: $255,647. |
| 2004-03-18 | Robert S. Salomon, Jr. (67) Director Director of each Fund since the year listed in Exhibit B. Each of the Director Nominees is a member of the Audit Committee and the Nominating Committee of each Fund. Aggregate Compensation Paid to Non-Interested Directors by MLIM/FAM-Advised Funds: $163,219. |
| 2005-03-22 | Robert S. Salomon, Jr. (68) Director Director of each Fund since the year listed in Exhibit B. Principal of STI Management (investment adviser) since 1994; Chairman and CEO of Salomon Brothers Asset Management Inc. from 1992 to 1995; Chairman of Salomon Brothers equity mutual funds from 1992 to 1995; regular columnist with Forbes Magazine from 1992 to 2001; Director of Stock Research and U.S. Equity Strategist at Salomon Brothers Inc. from 1975 to 1991; Trustee, Commonfund from 1980 to 2001. Directors Ramo, Salomon and London are members of each Fund's Nominating Committee. |
| 2006-03-22 | Robert S. Salomon, Jr. (69) Director Director of each Fund since the year listed in Exhibit B. Principal of STI Management (investment adviser) since 1994; Chairman and CEO of Salomon Brothers Asset Management Inc. from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine from 1992 to 2002; Director of Stock Research and U.S. Equity Strategist at Salomon Brothers Inc. from 1975 to 1991; Trustee, Commonfund from 1980 to 2001. Each non-interested Director Nominee is a member of each Fund's Audit Committee and Nominating Committee. Set forth in the table below is information regarding the aggregate compensation paid by MLIM/FAM-advised funds to the non-interested Directors for the year ended December 31, 2005. Robert S. Salomon, Jr $225,000. |
| 2006-06-15 | Robert S. Salomon, Jr. (69) Board Member Principal of STI Management (investment adviser) from 1994 to 1995; Chairman and CEO of Salomon Brothers Asset Management Inc. from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine from 1992 to 2002; Director of Stock Research and US Equity Strategist at Salomon Brothers Inc. from 1975 to 1991; Trustee, Commonfund from 1980 to 2001. 39 registered investment companies consisting of 59 portfolios. MuniAssets Fund, Inc. pays each non-interested Board Member an annual retainer of $150,000 for his or her services to MLIM/FAM-advised funds, including CHY, CHY III and MuniAssets. The portion of the annual retainer allocated to each MLIM/FAM-advised fund is determined quarterly based on the relative net assets of each such fund. In addition, each non-interested Board Member receives a fee per in-person Board meeting attended and per in-person Audit Committee meeting attended. The annual per meeting fees paid to each non-interested Board Member aggregate $100,000 for all MLIM/FAM-advised funds for which that Board Member serves and are allocated equally among those funds. |
| 2007-07-02 | Robert S. Salomon, Jr.(1) Age: 70 Board Member of certain Funds Since 1997 Retired. Principal of STI Management (investment adviser) from 1994 to 2005; Chairman and CEO of Salomon Brothers Asset Management from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine from 1992 to 2002; Director of Stock Research and U.S. Equity Strategist at Salomon Brothers from 1975 to 1991; Trustee, Commonfund from 1980 to 2001. |
| Filing Date | Source Excerpt |
|---|---|
| 2002-03-01 | Robert S. Salomon, Jr. (64)* Director/Trustee. Principal of STI Management (investment adviser) since 1994; Chairman and CEO of Salomon Brothers Asset Management Inc. from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine since 1992; Director of Stock Research and U.S. Equity Strategist at Salomon Brothers Inc. from 1975 to 1991; Trustee, Commonfund from 1980 to 2001. |
| 2003-03-14 | Robert S. Salomon, Jr. (66) Board Member Principal of STI Management (investment adviser) since 1994; Chairman and CEO of Salomon Brothers Asset Management Inc. from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine since 1992 to 2002; Director of Stock Research and U.S. Equity Strategist at Salomon Brothers Inc. from l975 to 1991; Trustee, Commonfund from 1980 to 2002. 42 registered investment companies consisting of 60 portfolios None ... Set forth in the table below is information regarding the aggregate compensation paid by MLIM/FAM-Advised Funds, to non-interested Board Members for the year ended December 31, 2002. Name of Board Member Aggregate Compensation Paid to Board Members by MLIM/FAM-Advised Funds Robert S. Salomon, Jr $255,647 |
| 2004-03-18 | Robert S. Salomon, Jr. (67) Director Director of each Fund since the year listed in Exhibit B. Each of the Director Nominees is a member of the Audit Committee and the Nominating Committee of each Fund. Aggregate Compensation Paid to Non-Interested Directors by MLIM/FAM-Advised Funds: $163,219. |
| 2005-03-22 | Robert S. Salomon, Jr. (68) Director Director of each Fund since the year listed in Exhibit B. Principal of STI Management (investment adviser) since 1994; Chairman and CEO of Salomon Brothers Asset Management Inc. from 1992 to 1995; Chairman of Salomon Brothers equity mutual funds from 1992 to 1995; regular columnist with Forbes Magazine from 1992 to 2001; Director of Stock Research and U.S. Equity Strategist at Salomon Brothers Inc. from 1975 to 1991; Trustee, Commonfund from 1980 to 2001. Directors Ramo, Salomon and London are members of each Fund's Nominating Committee. |
| 2006-03-22 | Robert S. Salomon, Jr. (69) Director Director of each Fund since the year listed in Exhibit B. Each non-interested Director Nominee is a member of each Fund's Audit Committee and Nominating Committee. Aggregate Compensation Paid to Non-Interested Directors by MLIM/FAM-Advised Funds: $225,000. |
| 2006-06-15 | Robert S. Salomon, Jr. (69) Board Member Principal of STI Management (investment adviser) from 1994 to 1995; Chairman and CEO of Salomon Brothers Asset Management Inc. from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine from 1992 to 2002; Director of Stock Research and US Equity Strategist at Salomon Brothers Inc. from 1975 to 1991; Trustee, Commonfund from 1980 to 2001. 39 registered investment companies consisting of 59 portfolios. |
| 2007-07-02 | Robert S. Salomon, Jr.(1) Age: 70 Board Member of certain Funds Since 1997 Retired. Principal of STI Management (investment adviser) from 1994 to 2005; Chairman and CEO of Salomon Brothers Asset Management from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine from 1992 to 2002; Director of Stock Research and U.S. Equity Strategist at Salomon Brothers from 1975 to 1991; Trustee, Commonfund from 1980 to 2001. 37 registered investment companies consisting of 57 portfolios 112 registered investment companies None. |
| 2008-07-31 | Robert S. Salomon, Jr. Director/ Trustee and Member of the Audit Committee since 2007 to present ...The Audit Committee of each Fund consists of the following Board Members: Karen P. Robards (Chair), Kent Dixon, Frank J. Fabozzi, James T. Flynn, W. Carl Kester and Robert S. Salomon, Jr. |
| Filing Date | Source Excerpt |
|---|---|
| 2007-07-02 | Retired. Principal of STI Management (investment adviser) from 1994 to 2005; Chairman and CEO of Salomon Brothers Asset Management from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine from 1992 to 2002; Director of Stock Research and U.S. Equity Strategist at Salomon Brothers from 1975 to 1991; Trustee, Commonfund from 1980 to 2001. |
| 2008-07-31 | Formerly Principal of STI Management LLC (investment adviser) from 1994 to 2005. |
| Filing Date | Source Excerpt |
|---|---|
| 2007-07-02 | Retired. Principal of STI Management (investment adviser) from 1994 to 2005; Chairman and CEO of Salomon Brothers Asset Management from 1992 to 1995; Chairman of Salomon Brothers Equity Mutual Funds from 1992 to 1995; regular columnist with Forbes Magazine from 1992 to 2002; Director of Stock Research and U.S. Equity Strategist at Salomon Brothers from 1975 to 1991. |
| 2008-07-31 | Formerly Principal of STI Management LLC (investment adviser). |
Data sourced from SEC filings. Last updated: 2026-02-03