ROBERT W. UEK

Corporate Board Profile

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MFS CHARTER INCOME TRUST

Filing Date Source Excerpt
2007-08-17 Robert W. Uek Trustee January 2006 2008 Retired (since 1999); PricewaterhouseCoopers LLP (professional services firm), Partner (until 1999)
2008-08-21 Robert W. Uek Trustee January 2006 2011 Retired (since 1999); PricewaterhouseCoopers LLP (professional services firm), Partner (until 1999); Consultant to investment company industry (since 2000); TT International Funds (mutual fund complex), Trustee (2000 until 2005); Hillview Investment Trust II Funds (mutual fund complex), Trustee (2000 until 2005)
2009-08-26 Robert W. Uek(born 05/18/41) Trustee January 2006 Consultant to investment company industry; PricewaterhouseCoopers LLP, Partner; Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Services Contracts Committee, Pricing Committee
2010-08-25 Robert W. Uek(69) Trustee January 2006 2011 Consultant to investment company industry ... Audit Committee: Butler*, Kavanaugh*, Sherratt*, Thomsen*, and Uek* ... Contracts Review Committee: All Independent Trustees of the Board (Butler, Cohn, Goldfarb, Gunning, Gutow, Hegarty, Kavanaugh, Sherratt, Thomsen, and Uek) ... Pricing Committee: Hegarty*, Kavanaugh*, Thomsen*, and Uek* ... Services Contracts Committee: All Independent Trustees of the Board (Butler, Cohn, Goldfarb, Gunning, Gutow Hegarty, Kavanaugh, Sharratt, Thomsen, and Uek) ... Total Cash Compensation: $244,103
2013-08-22 Robert W. Uek (Age 72) Trustee January 2006 2014 Consultant to investment company industry

MFS GOVERNMENT MARKETS INCOME TRUST

Filing Date Source Excerpt
2007-09-14 Robert W. Uek; Trustee; Retired; PricewaterhouseCoopers LLP, Partner; Consultant to investment company industry
2008-08-21 Robert W. Uek Trustee January 2006 2011 Retired (since 1999); PricewaterhouseCoopers LLP (professional services firm), Partner (until 1999); Consultant to investment company industry (since 2000); TT International Funds (mutual fund complex), Trustee (2000 until 2005); Hillview Investment Trust II Funds (mutual fund complex), Trustee (2000 until 2005)
2010-08-25 Mr. Uek has substantial accounting and consulting experience for clients in the investment management industry. Mr. Uek was a partner in the investment management industry group of PricewaterhouseCoopers LLP, and was the chair of the investment management industry group for Coopers & Lybrand.
2011-08-24 Mr. Uek has substantial accounting and consulting experience for clients in the investment management industry. Mr. Uek was a partner in the investment management industry group of PWC, and was the chair of the investment management industry group for Coopers & Lybrand. He also has served as a consultant to mutual fund boards.
2012-09-20 Mr. Uek was a partner in the investment management industry group of PWC and chair of the investment management industry group for Coopers & Lybrand.
2013-08-22 Mr. Uek was a partner in the investment management industry group of PWC and was the chair of the investment management industry group for Coopers & Lybrand.
2014-08-22 Mr. Uek has substantial accounting and consulting experience for clients in the investment management industry. Mr. Uek was a Partner in the investment management industry group of PricewaterhouseCoopers LLP ("PWC"), and was the chair of the global investment management industry group for Coopers & Lybrand. He also has served as a consultant to mutual fund boards.
2015-08-21 Mr. Uek has substantial accounting and consulting experience for clients in the investment management industry. Mr. Uek was a Partner in the investment management industry group of PWC, and was the chair of the global investment management industry group for Coopers & Lybrand.

MFS HIGH INCOME MUNICIPAL TRUST

Filing Date Source Excerpt
2007-05-02 Robert W. Uek is a Nominee and Trustee. He serves on the Audit Committee, Contracts Review Committee, and Nomination and Compensation Committee.
2008-08-21 Robert W. Uek Trustee June 2007 2011 Retired (since 1999); PricewaterhouseCoopers LLP (professional services firm), Partner (until 1999); Consultant to investment company industry (since 2000); TT International Funds (mutual fund complex), Trustee (2000 until 2005); Hillview Investment Trust II Funds (mutual fund complex), Trustee (2000 until 2005)
2010-08-25 Robert W. Uek(69) Trustee January 2006 2011 Consultant to investment company industry; PricewaterhouseCoopers LLP (professional services firm), Partner (until 1999); TT International Funds (mutual fund complex), Trustee (until 2005); Hillview Investment Trust II Funds (mutual fund complex), Trustee (until 2005)
2011-08-24 Robert W. Uek (Age 70) Trustee January 2006 2014 Consultant to investment company industry
2013-08-22 Robert W. Uek (Age 72) Trustee January 2006 2014 Consultant to investment company industry
2014-08-22 Robert W. Uek (Age 73) Trustee January 2006 2014 Consultant to investment company industry
2015-08-21 Robert W. Uek (Age 74) Trustee January 2006 2016 Consultant to investment company industry

MFS HIGH YIELD MUNICIPAL TRUST

Filing Date Source Excerpt
2007-05-02 Robert W. Uek is a Nominee and Trustee. He serves on the Audit Committee, Contracts Review Committee, and Nomination and Compensation Committee.
2008-08-21 Robert W. Uek Trustee June 2007 2011 Retired (since 1999); PricewaterhouseCoopers LLP (professional services firm), Partner (until 1999); Consultant to investment company industry (since 2000); TT International Funds (mutual fund complex), Trustee (2000 until 2005); Hillview Investment Trust II Funds (mutual fund complex), Trustee (2000 until 2005)
2009-08-26 Robert W. Uek(born 05/18/41) Trustee January 2006 Consultant to investment company industry; PricewaterhouseCoopers LLP, Partner; Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Services Contracts Committee, Pricing Committee
2010-08-25 Robert W. Uek(69) Trustee January 2006 2011 Consultant to investment company industry ... Audit Committee: Butler*, Kavanaugh*, Sherratt*, Thomsen*, and Uek* ... Contracts Review Committee: All Independent Trustees of the Board (Butler, Cohn, Goldfarb, Gunning, Gutow, Hegarty, Kavanaugh, Sherratt, Thomsen, and Uek) ... Nomination and Compensation Committee: All Independent Trustees of the Board (Butler, Cohn, Goldfarb, Gunning, Gutow, Hegarty, Kavanaugh, Sherratt, Thomsen, and Uek) ... Pricing Committee: Hegarty*, Kavanaugh*, Thomsen*, and Uek* ... Services Contracts Committee: All Independent Trustees of the Board (Butler, Cohn, Goldfarb, Gunning, Gutow Hegarty, Kavanaugh, Sharratt, Thomsen, and Uek) ... Total Cash Compensation: $244,103
2013-08-22 Robert W. Uek (Age 72) Trustee January 2006 2014 Consultant to investment company industry
2014-08-22 Robert W. Uek (Age 73) Trustee January 2006 2014 Consultant to investment company industry
2015-08-21 Robert W. Uek (Age 74) Trustee January 2006 2016 Consultant to investment company industry

MFS INTERMEDIATE HIGH INCOME FUND

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 W. Uek Trustee June 2007 2011 Retired (since 1999); PricewaterhouseCoopers LLP (professional services firm), Partner (until 1999); Consultant to investment company industry (since 2000); TT International Funds (mutual fund complex), Trustee (2000 until 2005); Hillview Investment Trust II Funds (mutual fund complex), Trustee (2000 until 2005)
2010-08-25 Robert W. Uek(69) Trustee January 2006 2011 Consultant to investment company industry; PricewaterhouseCoopers LLP, Partner (until 1999) ... Audit Committee: Butler*, Kavanaugh*, Sherratt*, Thomsen*, and Uek* ... Compliance and Governance Committee: Butler*, Cohn*, Goldfarb*, Gutow*, and Sherratt* ... Contracts Review Committee: All Independent Trustees of the Board (Butler, Cohn, Goldfarb, Gunning, Gutow, Hegarty, Kavanaugh, Sherratt, Thomsen, and Uek) ... Nomination and Compensation Committee: All Independent Trustees of the Board (Butler, Cohn, Goldfarb, Gunning, Gutow, Hegarty, Kavanaugh, Sharratt, Thomsen, and Uek) ... Pricing Committee: Hegarty*, Kavanaugh*, Thomsen*, and Uek* ... Services Contracts Committee: All Independent Trustees of the Board (Butler, Cohn, Goldfarb, Gunning, Gutow Hegarty, Kavanaugh, Sharratt, Thomsen, and Uek) ... Trustee Compensation Table: Robert W. Uek total cash compensation $244,103
2011-08-24 Robert W. Uek (Age 70) Trustee January 2006 2014 Consultant to investment company industry
2013-08-22 Robert W. Uek (Age 72) Trustee January 2006 2014 Consultant to investment company industry
2014-08-22 Robert W. Uek (Age 73) Trustee January 2006 2014 Consultant to investment company industry
2015-08-21 Robert W. Uek (Age 74) Trustee January 2006 2016 Consultant to investment company industry

MFS INTERMEDIATE INCOME TRUST

Filing Date Source Excerpt
2007-08-17 Robert W. Uek Trustee January 2006 2008 Retired (since 1999); PricewaterhouseCoopers LLP (professional services firm), Partner (until 1999); Consultant to investment company industry (since 2000); TT International Funds (mutual fund complex), Trustee (2000 until 2005); Hillview Investment Trust II Funds (mutual fund complex), Trustee (2000 until 2005)
2009-08-13 Robert W. Uek (born 05/18/41) Trustee January 2006 2011 Consultant to investment company industry; PricewaterhouseCoopers LLP, Partner (until 1999); TT International Funds, Trustee (until 2005); Hillview Investment Trust II Funds, Trustee (until 2005). Committees: Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Pricing Committee, Services Contracts Committee. Trustee Fees From Trust $12,022, Total Cash Compensation From Trust and Fund Complex $270,136.
2010-08-25 Robert W. Uek(69) Trustee January 2006 2011 Consultant to investment company industry; PricewaterhouseCoopers LLP (professional services firm), Partner (until 1999)
2014-08-22 Robert W. Uek (Age 73) Trustee January 2006 2014 Consultant to investment company industry
2015-08-21 Robert W. Uek (Age 74) Trustee January 2006 2016 Consultant to investment company industry

MFS INVESTMENT GRADE MUNICIPAL TRUST

Filing Date Source Excerpt
2007-05-02 Robert W. Uek, Retired; Nominee Trustee; member of Audit Committee, Contracts Review Committee, Nomination and Compensation Committee.
2008-08-21 Robert W. Uek Trustee June 2007 2011 Retired (since 1999); PricewaterhouseCoopers LLP (professional services firm), Partner (until 1999); Consultant to investment company industry (since 2000); TT International Funds (mutual fund complex), Trustee (2000 until 2005); Hillview Investment Trust II Funds (mutual fund complex), Trustee (2000 until 2005)
2009-08-26 Robert W. Uek(born 05/18/41) Trustee January 2006 2011 Consultant to investment company industry
2010-08-25 Robert W. Uek(69) Trustee January 2006 2011 Consultant to investment company industry; PricewaterhouseCoopers LLP (professional services firm), Partner (until 1999); TT International Funds (mutual fund complex), Trustee (until 2005); Hillview Investment Trust II Funds (mutual fund complex), Trustee (until 2005) ... TrusteeFeesFromTrust $ 244,103
2011-08-24 Robert W. Uek (Age 70) Trustee since January 2006. Committees: Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Pricing Committee, Services Contracts Committee.
2013-08-22 Robert W. Uek (Age 72) Trustee January 2006 2014 Consultant to investment company industry
2015-08-21 Robert W. Uek (Age 74) Trustee January 2006 2016 Consultant to investment company industry

MFS MULTIMARKET INCOME TRUST

Filing Date Source Excerpt
2006-08-18 Robert W. Uek Trustee January 2006 2008 Retired (since 1999); PricewaterhouseCoopers LLP (professional services firm), Partner (until 1999)
2007-08-17 Robert W. Uek Trustee January 2006 2008 Retired (since 1999); PricewaterhouseCoopers LLP (professional services firm), Partner (until 1999)
2008-08-21 Robert W. Uek Trustee January 2006 2011 Retired (since 1999); PricewaterhouseCoopers LLP (professional services firm), Partner (until 1999); Consultant to investment company industry (since 2000); TT International Funds (mutual fund complex), Trustee (2000 until 2005); Hillview Investment Trust II Funds (mutual fund complex), Trustee (2000 until 2005)
2013-08-22 Robert W. Uek (Age 72) Trustee January 2006 2014 Consultant to investment company industry
2015-08-21 Robert W. Uek (Age 74) Trustee January 2006 2016 Consultant to investment company industry

MFS MUNICIPAL INCOME TRUST

Filing Date Source Excerpt
2007-08-17 Robert W. Uek Trustee January 2006 2008 Retired (since 1999); PricewaterhouseCoopers LLP (professional services firm), Partner (until 1999); Consultant to investment company industry (since 2000)
2008-08-21 Robert W. Uek Trustee January 2006 2011 Retired (since 1999); PricewaterhouseCoopers LLP (professional services firm), Partner (until 1999); Consultant to investment company industry (since 2000); TT International Funds (mutual fund complex), Trustee (2000 until 2005); Hillview Investment Trust II Funds (mutual fund complex), Trustee (2000 until 2005)
2009-08-26 Robert W. Uek(born 05/18/41) Trustee January 2006 2011 Consultant to investment company industry
2010-08-25 Robert W. Uek(69) Trustee January 2006 2011 Consultant; Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Pricing Committee, Services Contracts Committee
2013-08-22 Robert W. Uek (Age 72) Trustee January 2006 2014 Consultant to investment company industry
2014-08-22 Robert W. Uek (Age 73) Trustee January 2006 2014 Consultant to investment company industry

Data sourced from SEC filings. Last updated: 2026-02-03