Corporate Board Profile
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| Filing Date | Source Excerpt |
|---|---|
| 2014-08-22 | Robin A. Stelmach (Age 53) Trustee January 2014 2015 Massachusetts Financial Services Company, Executive Vice President and Chief Operating Officer |
| 2015-08-21 | Robin A. Stelmach (Age 54) Trustee and President January 2014 2015 Massachusetts Financial Services Company, Executive Vice President and Chief Operating Officer |
| 2016-08-19 | Robin A. Stelmach (Age 55) Trustee and President January 2014 2018 Massachusetts Financial Services Company, Executive Vice President and Chief Operating Officer |
| 2017-08-24 | Robin A. Stelmach (Age 56) Trustee January 2014 2018 Massachusetts Financial Services Company, Vice Chair (since January 2017); Chief Operating Officer and Executive Vice President (until January 2017) |
| 2018-08-23 | Robin A. Stelmach (Age 57) Trustee January 2014 2018 Massachusetts Financial Services Company, Vice Chair (since January 2017); Chief Operating Officer and Executive Vice President (until January 2017) |
| 2019-08-22 | Robin A. Stelmach (Age 58) Trustee January 2014 2021 Massachusetts Financial Services Company, Vice Chair (since January 2017); Chief Operating Officer and Executive Vice President (until January 2017) Interested person of the Trust |
| 2020-08-20 | Robin A. Stelmach (Age 59) Trustee January 2014 2021 Massachusetts Financial Services Company, Vice Chair (since January 2017); Chief Operating Officer and Executive Vice President (until January 2017) Interested person of the Trust |
| Filing Date | Source Excerpt |
|---|---|
| 2015-08-21 | Ms. Stelmach is Executive Vice President and Chief Operating Officer of MFS (the Funds’ investment adviser). She oversees the company’s Global Investment Technology and Global Investment & Client Support departments, as well as the MFS Service Center. She is also a member of the company’s Management Committee. |
| 2017-08-24 | Ms. Stelmach is Vice Chair of MFS (the Funds’ investment adviser). Previously she was Executive Vice President and Chief Operating Officer of MFS and oversaw the company’s Global Investment Technology and Global Investment & Client Support departments. |
| 2018-08-23 | Ms. Stelmach is Vice Chair of MFS (the Funds’ investment adviser). Previously she was Executive Vice President and Chief Operating Officer of MFS and oversaw the company’s Global Investment Technology and Global Investment & Client Support departments, as well as the MFS Service Center. |
| 2019-08-22 | Ms. Stelmach is Vice Chair of MFS (the Funds’ investment adviser). Previously she was Executive Vice President and Chief Operating Officer of MFS and oversaw the company’s Global Investment Technology and Global Investment & Client Support departments, as well as the MFS Service Center. |
| Filing Date | Source Excerpt |
|---|---|
| 2014-08-22 | Robin A. Stelmach (Age 53) Trustee January 2014 2015 Massachusetts Financial Services Company, Executive Vice President and Chief Operating Officer |
| 2015-08-21 | Robin A. Stelmach (Age 54) Trustee and President January 2014 2015 Massachusetts Financial Services Company, Executive Vice President and Chief Operating Officer |
| 2016-08-19 | Robin A. Stelmach (Age 55) Trustee and President January 2014 2018 Massachusetts Financial Services Company, Executive Vice President and Chief Operating Officer |
| 2017-08-24 | Robin A. Stelmach (Age 56) Trustee January 2014 2018 Massachusetts Financial Services Company, Vice Chair (since January 2017); Chief Operating Officer and Executive Vice President (until January 2017) |
| 2018-08-23 | Robin A. Stelmach (Age 57) Trustee January 2014 2018 Massachusetts Financial Services Company, Vice Chair (since January 2017); Chief Operating Officer and Executive Vice President (until January 2017) Interested person of the Trust |
| 2019-08-22 | Robin A. Stelmach (Age 58) Trustee January 2014 2021 Massachusetts Financial Services Company, Vice Chair (since January 2017); Chief Operating Officer and Executive Vice President (until January 2017) |
| 2020-08-20 | Robin A. Stelmach (Age 59) Trustee January 2014 2021 Massachusetts Financial Services Company, Vice Chair (since January 2017); Chief Operating Officer and Executive Vice President (until January 2017) Interested person of the Trust |
| Filing Date | Source Excerpt |
|---|---|
| 2014-08-22 | Robin A. Stelmach (Age 53) Trustee January 2014 2015 Massachusetts Financial Services Company, Executive Vice President and Chief Operating Officer |
| 2015-08-21 | Robin A. Stelmach (Age 54) Trustee and President January 2014 2015 Massachusetts Financial Services Company, Executive Vice President and Chief Operating Officer |
| 2016-08-19 | Robin A. Stelmach (Age 55) Trustee and President January 2014 2018 Massachusetts Financial Services Company, Executive Vice President and Chief Operating Officer |
| 2017-08-24 | Robin A. Stelmach (Age 56) Trustee January 2014 2018 Massachusetts Financial Services Company, Vice Chair (since January 2017); Chief Operating Officer and Executive Vice President (until January 2017) |
| 2018-08-23 | Robin A. Stelmach (Age 57) Trustee January 2014 2018 Massachusetts Financial Services Company, Vice Chair (since January 2017); Chief Operating Officer and Executive Vice President (until January 2017) |
| 2019-08-22 | Robin A. Stelmach (Age 58) Trustee January 2014 2021 Massachusetts Financial Services Company, Vice Chair (since January 2017); Chief Operating Officer and Executive Vice President (until January 2017) Interested person of the Trust |
| 2020-08-20 | Robin A. Stelmach (Age 59) Trustee January 2014 2021 Massachusetts Financial Services Company, Vice Chair (since January 2017); Chief Operating Officer and Executive Vice President (until January 2017) Interested person of the Trust |
| Filing Date | Source Excerpt |
|---|---|
| 2014-08-22 | Robin A. Stelmach (Age 53) Trustee January 2014 2015 Massachusetts Financial Services Company, Executive Vice President and Chief Operating Officer |
| 2015-08-21 | Robin A. Stelmach (Age 54) Trustee and President January 2014 2015 Massachusetts Financial Services Company, Executive Vice President and Chief Operating Officer |
| 2016-08-19 | Robin A. Stelmach (Age 55) Trustee and President January 2014 2018 Massachusetts Financial Services Company, Executive Vice President and Chief Operating Officer |
| 2017-08-24 | Robin A. Stelmach (Age 56) Trustee January 2014 2018 Massachusetts Financial Services Company, Vice Chair (since January 2017); Chief Operating Officer and Executive Vice President (until January 2017) |
| 2018-08-23 | Robin A. Stelmach (Age 57) Trustee January 2014 2018 Massachusetts Financial Services Company, Vice Chair (since January 2017); Chief Operating Officer and Executive Vice President (until January 2017) |
| 2019-08-22 | Robin A. Stelmach (Age 58) Trustee January 2014 2021 Massachusetts Financial Services Company, Vice Chair (since January 2017); Chief Operating Officer and Executive Vice President (until January 2017) |
| 2020-08-20 | Robin A. Stelmach (Age 59) Trustee January 2014 2021 Massachusetts Financial Services Company, Vice Chair (since January 2017); Chief Operating Officer and Executive Vice President (until January 2017) Interested person, no compensation |
| Filing Date | Source Excerpt |
|---|---|
| 2014-08-22 | Robin A. Stelmach (Age 53) Trustee January 2014 2015 Massachusetts Financial Services Company, Executive Vice President and Chief Operating Officer |
| 2015-08-21 | Robin A. Stelmach (Age 54) Trustee and President January 2014 2015 Massachusetts Financial Services Company, Executive Vice President and Chief Operating Officer |
| 2016-08-19 | Robin A. Stelmach (Age 55) Trustee and President January 2014 2018 Massachusetts Financial Services Company, Executive Vice President and Chief Operating Officer |
| 2017-08-24 | Robin A. Stelmach (Age 56) Trustee January 2014 2018 Massachusetts Financial Services Company, Vice Chair (since January 2017); Chief Operating Officer and Executive Vice President (until January 2017) |
| 2018-08-23 | Robin A. Stelmach (Age 57) Trustee January 2014 2018 Massachusetts Financial Services Company, Vice Chair (since January 2017); Chief Operating Officer and Executive Vice President (until January 2017) |
| 2019-08-22 | Robin A. Stelmach (Age 58) Trustee January 2014 2021 Massachusetts Financial Services Company, Vice Chair (since January 2017); Chief Operating Officer and Executive Vice President (until January 2017) Interested Trustees receive no compensation from any Trust for their services as Trustees. |
| 2020-08-20 | Robin A. Stelmach (Age 59) Trustee January 2014 2021 Massachusetts Financial Services Company, Vice Chair (since January 2017); Chief Operating Officer and Executive Vice President (until January 2017) Interested person of the Trust |
| Filing Date | Source Excerpt |
|---|---|
| 2014-08-22 | Robin A. Stelmach (Age 53) Trustee January 2014 2015 Massachusetts Financial Services Company, Executive Vice President and Chief Operating Officer |
| 2015-08-21 | Robin A. Stelmach (Age 54) Trustee and President January 2014 2015 Massachusetts Financial Services Company, Executive Vice President and Chief Operating Officer |
| 2016-08-19 | Robin A. Stelmach (Age 55) Trustee and President January 2014 2018 Massachusetts Financial Services Company, Executive Vice President and Chief Operating Officer |
| 2017-08-24 | Robin A. Stelmach (Age 56) Trustee since January 2014; Vice Chair of MFS (since January 2017); Chief Operating Officer and Executive Vice President (until January 2017); Interested Trustee; no compensation from Trusts. |
| 2018-08-23 | Robin A. Stelmach (Age 57) Trustee January 2014 2018 Massachusetts Financial Services Company, Vice Chair (since January 2017); Chief Operating Officer and Executive Vice President (until January 2017) |
| 2019-08-22 | Robin A. Stelmach (Age 58) Trustee January 2014 2021 Massachusetts Financial Services Company, Vice Chair (since January 2017); Chief Operating Officer and Executive Vice President (until January 2017) |
| 2020-08-20 | Robin A. Stelmach (Age 59) Trustee January 2014 2021 Massachusetts Financial Services Company, Vice Chair (since January 2017); Chief Operating Officer and Executive Vice President (until January 2017) |
| Filing Date | Source Excerpt |
|---|---|
| 2014-08-22 | Robin A. Stelmach (Age 53) Trustee January 2014 2015 Massachusetts Financial Services Company, Executive Vice President and Chief Operating Officer |
| 2015-08-21 | Robin A. Stelmach (Age 54) Trustee and President January 2014 2015 Massachusetts Financial Services Company, Executive Vice President and Chief Operating Officer |
| 2016-08-19 | Robin A. Stelmach (Age 55) Trustee and President January 2014 2018 Massachusetts Financial Services Company, Executive Vice President and Chief Operating Officer |
| 2017-08-24 | Robin A. Stelmach (Age 56) Trustee January 2014 2018 Massachusetts Financial Services Company, Vice Chair (since January 2017); Chief Operating Officer and Executive Vice President (until January 2017) |
| 2018-08-23 | Robin A. Stelmach (Age 57) Trustee January 2014 2018 Massachusetts Financial Services Company, Vice Chair (since January 2017); Chief Operating Officer and Executive Vice President (until January 2017) |
| 2019-08-22 | Robin A. Stelmach (Age 58) Trustee January 2014 2021 Massachusetts Financial Services Company, Vice Chair (since January 2017); Chief Operating Officer and Executive Vice President (until January 2017) Interested person of the Trust |
| 2020-08-20 | Robin A. Stelmach (Age 59) Trustee January 2014 2021 Massachusetts Financial Services Company, Vice Chair (since January 2017); Chief Operating Officer and Executive Vice President (until January 2017) Interested person of the Trust |
| Filing Date | Source Excerpt |
|---|---|
| 2014-08-22 | Robin A. Stelmach (Age 53) Trustee January 2014 2015 Massachusetts Financial Services Company, Executive Vice President and Chief Operating Officer |
| 2015-08-21 | Robin A. Stelmach (Age 54) Trustee and President January 2014 2015 Massachusetts Financial Services Company, Executive Vice President and Chief Operating Officer |
| 2016-08-19 | Robin A. Stelmach (Age 55) Trustee and President January 2014 2018 Massachusetts Financial Services Company, Executive Vice President and Chief Operating Officer |
| 2017-08-24 | Robin A. Stelmach (Age 56) Trustee January 2014 2018 Massachusetts Financial Services Company, Vice Chair (since January 2017); Chief Operating Officer and Executive Vice President (until January 2017) |
| 2018-08-23 | Robin A. Stelmach (Age 57) Trustee January 2014 2018 Massachusetts Financial Services Company, Vice Chair (since January 2017); Chief Operating Officer and Executive Vice President (until January 2017) |
| 2019-08-22 | Robin A. Stelmach (Age 58) Trustee January 2014 2021 Massachusetts Financial Services Company, Vice Chair (since January 2017); Chief Operating Officer and Executive Vice President (until January 2017) |
| 2020-08-20 | Robin A. Stelmach (Age 59) Trustee January 2014 2021 Massachusetts Financial Services Company, Vice Chair (since January 2017); Chief Operating Officer and Executive Vice President (until January 2017) Interested Trustees receive no compensation from any Trust for their services as Trustees. |
Data sourced from SEC filings. Last updated: 2026-02-03