Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2019-03-08 | Sarah E. Cogan 1956 Trustee, Nominee Since January 2019 Of Counsel, Simpson Thacher & Bartlett LLP (law firm); Director, Girl Scouts of Greater New York, Inc. (since 2016); and Trustee, Natural Resources Defense Council, Inc. (since 2013). Formerly, Partner, Simpson Thacher & Bartlett LLP (1989-2018). PCM-Class I PCN/PTY/PKO-Class II PCI-Class III |
| 2020-03-18 | Sarah E. Cogan 1956 PCI-Class III PCM-Class I PCN-Class II PKO-Class II PTY-Class II; currently nominated for re-election Trustee, Nominee PCI-Since 2019 PCM-Since2019 PCN-Since2019 PKO-Since2019 PTY-Since2019 Of Counsel, Simpson Thacher & Bartlett LLP; Director, Girl Scouts of Greater New York, Inc.; Trustee, Natural Resources Defense Council, Inc. 92 None Each Independent Trustee receives annual compensation of $225,000 for his or her service on the Boards of the PIMCO-Managed Funds... The Independent Chair of the Boards receives an additional $75,000 per year... The Audit Oversight Committee Chair receives an additional $50,000 annually... Trustees are also reimbursed for meeting-related expenses... For the calendar year ended December 31, 2019, the Trustees received the compensation set forth in the table below... Sarah E. Cogan $470,000 total compensation. |
| 2021-03-19 | Sarah E. Cogan 1956 PCI-Class III PCM-Class I PCN-Class II PKO-Class II PTY-Class II Trustee Retired Partner, Simpson Thacher 6 Bartlett LLP (law firm); Director, Girl Scouts of Greater New York, Inc. (since 2016); and Trustee, Natural Resources Defense Council, Inc. (since 2013). Formerly, Partner, Simpson Thacher 6 Bartlett LLP (1989-2018). Each Independent Trustee currently receives annual compensation of $225,000 for his or her service on the Boards of the PIMCO-Managed Funds... For the calendar year ended December 31, 2020, the Trustees received the compensation set forth in the table below for serving as Trustees of the Funds and other funds in the same Fund Complex as the Funds... Sarah E. Cogan $470,000 total compensation. |
| 2022-03-16 | Sarah E. Cogan 1956 Trustee, Nominee Retired Partner, Simpson Thacher & Bartlett LLP The Audit Oversight Committee currently consists of Messrs. Kittredge, Ogden, Rappaport and Mses. Cogan, DeCotis and Vandecruze. Ms. Cogan is a member of the Governance and Nominating Committee and the Contracts Committee. Each Independent Trustee receives annual compensation of $250,000 for his or her service on the Boards of the PIMCO-Managed Funds. The Independent Chair of the Boards receives an additional $75,000 per year. The Audit Oversight Committee Chair receives an additional $35,000 annually. Trustees are also reimbursed for meeting-related expenses. Sarah E. Cogan $225,000 total compensation from the Funds and Fund Complex for the calendar year ended December 31, 2021. |
| 2023-03-15 | Sarah E. Cogan 1956 Trustee, Nominee Retired Partner, Simpson Thacher & Bartlett LLP (law firm)(1989-2018); Director, Girl Scouts of Greater New York, Inc. (since 2016); and Trustee, Natural Resources Defense Council, Inc. (since 2013). Compensation Table: $275,000 total compensation for calendar year ended December 31, 2022. |
| 2023-03-17 | Sarah E. Cogan 1956 Trustee, Nominee Retired Partner, Simpson Thacher & Bartlett LLP (law firm)(1989-2018); Director, Girl Scouts of Greater New York, Inc. (since 2016); and Trustee, Natural Resources Defense Council, Inc. (since 2013). Compensation Table: $275,000 total compensation from the Funds and Fund Complex for the calendar year ended December 31, 2022. |
| 2024-03-13 | Sarah E. Cogan 1956 PCM — Class I PAXS — Class III PCN — Class II PDO — Class II PTY — Class II Trustee PCM —Since 2019 PCN —Since2019 PDO —Sinceinception PTY —Since2019 PAXS —Since2021 Retired Partner, Simpson Thacher & Bartlett LLP (law firm)(1989-2018); Director, Girl Scouts of Greater New York, Inc. (since 2016); and Trustee, Natural Resources Defense Council, Inc. (since 2013). Trustee, Allianz Funds (2019-2021); Trustee, Virtus Funds (2021-Present). Each Independent Trustee receives annual compensation of $250,000 for his or her service on the Boards of the PIMCO-Managed Funds, payable quarterly. The Independent Chair of the Boards receives an additional $75,000 per year, payable quarterly. The Audit Oversight Committee Chair receives an additional $35,000 annually, payable quarterly. The Performance Committee Chair and the Valuation Oversight Committee Chair each receive an additional $10,000 annually, payable quarterly. The Contracts Committee Chair receives an additional $25,000 annually, payable quarterly. Trustees are also reimbursed for meeting-related expenses. The following table sets forth information regarding the compensation received by the Independent Trustees and nominees for the fiscal year ended June 30, 2023. For the calendar year ended December 31, 2023, the Independent Trustees received the compensation set forth in the table below for serving as Trustees of the Funds and other funds in the same Fund Complex as the Funds. |
| 2025-03-12 | Sarah E. Cogan — Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. The Audit Oversight Committee currently consists of Mr. Rappaport and Mses. Cogan, DeCotis, McCartney and Vandecruze. The Governance and Nominating Committee currently consists of Mr. Rappaport and Mses. Cogan, DeCotis, McCartney and Vandecruze. The Contracts Committee currently consists of Mr. Rappaport and Mses. Cogan, DeCotis, McCartney and Vandecruze. Each Independent Trustee receives annual compensation of $275,000 for his or her service on the Boards of the PIMCO-Managed Funds. The Independent Chair of the Boards receives an additional $100,000 per year. The Audit Oversight Committee Chair receives an additional $35,000 annually. The Governance and Nominating Committee Chair receives an additional $30,000 annually. The total compensation for Ms. Cogan is $305,000. |
| Filing Date | Source Excerpt |
|---|---|
| 2019-11-04 | Sarah E. Cogan — Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2020-10-30 | Of Counsel, Simpson Thacher & Bartlett LLP (law firm); Director, Girl Scouts of Greater New York, Inc. (since 2016); and Trustee, Natural Resources Defense Council, Inc. (since 2013). Formerly, Partner, Simpson Thacher & Bartlett LLP (1989-2018). |
| 2021-11-01 | Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2022-11-03 | Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. She has extensive experience in oversight of investment company boards through her experience as counsel to the Independent Trustees of certain PIMCO-Managed Funds and as counsel to other independent trustees, investment companies and asset management firms. |
| 2023-11-02 | Sarah E. Cogan — Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2024-11-04 | Retired Partner, Simpson Thacher & Bartlett LLP (law firm) (1989-2018); Director, Girl Scouts of Greater New York, Inc. (since 2016); and Trustee, Natural Resources Defense Council, Inc. (since 2013). |
| Filing Date | Source Excerpt |
|---|---|
| 2019-11-04 | Sarah E. Cogan — Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2020-10-30 | Sarah E. Cogan — Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2021-11-01 | Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. She has extensive experience in oversight of investment company boards through her experience as counsel to the Independent Trustees of certain PIMCO-Managed Funds and as counsel to other independent trustees, investment companies and asset management firms. |
| 2022-11-03 | Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. She has extensive experience in oversight of investment company boards through her experience as counsel to the Independent Trustees of certain PIMCO-Managed Funds and as counsel to other independent trustees, investment companies and asset management firms. |
| 2023-11-02 | Sarah E. Cogan — Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2024-11-04 | Retired Partner, Simpson Thacher & Bartlett LLP (law firm) (1989-2018); Director, Girl Scouts of Greater New York, Inc. (since 2016); and Trustee, Natural Resources Defense Council, Inc. (since 2013). |
| Filing Date | Source Excerpt |
|---|---|
| 2019-11-04 | Sarah E. Cogan — Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2020-10-30 | Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2021-11-01 | Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. She has extensive experience in oversight of investment company boards through her experience as counsel to the Independent Trustees of certain PIMCO-Managed Funds and as counsel to other independent trustees, investment companies and asset management firms. |
| 2022-11-03 | Sarah E. Cogan — Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2023-11-02 | Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2024-11-04 | Retired Partner, Simpson Thacher & Bartlett LLP (law firm) (1989-2018); Director, Girl Scouts of Greater New York, Inc. (since 2016); and Trustee, Natural Resources Defense Council, Inc. (since 2013). |
| Filing Date | Source Excerpt |
|---|---|
| 2019-03-08 | Sarah E. Cogan — Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2020-03-18 | Sarah E. Cogan — Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2021-03-19 | Sarah E. Cogan — Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2022-03-16 | Sarah E. Cogan — Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2023-03-15 | Retired Partner, Simpson Thacher & Bartlett LLP (law firm)(1989-2018); Director, Girl Scouts of Greater New York, Inc. (since 2016); and Trustee, Natural Resources Defense Council, Inc. (since 2013). |
| 2023-03-17 | Retired Partner, Simpson Thacher & Bartlett LLP (law firm)(1989-2018); Director, Girl Scouts of Greater New York, Inc. (since 2016); and Trustee, Natural Resources Defense Council, Inc. (since 2013). |
| 2024-03-13 | Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years. |
| 2025-03-12 | Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. She has extensive experience in oversight of investment company boards through her experience as counsel to the Independent Trustees of certain PIMCO-Managed Funds and as counsel to other independent trustees, investment companies and asset management firms. |
| Filing Date | Source Excerpt |
|---|---|
| 2019-01-09 | Sarah E. Cogan - Of Counsel, Simpson Thacher & Bartlett LLP; formerly Partner, Simpson Thacher & Bartlett LLP. |
| 2019-03-08 | Sarah E. Cogan — Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2020-03-18 | Sarah E. Cogan — Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2021-03-19 | Sarah E. Cogan — Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2022-03-16 | Sarah E. Cogan — Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2023-03-15 | Sarah E. Cogan — Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2023-03-17 | Retired Partner, Simpson Thacher & Bartlett LLP (law firm)(1989-2018); Director, Girl Scouts of Greater New York, Inc. (since 2016); and Trustee, Natural Resources Defense Council, Inc. (since 2013). |
| 2024-03-13 | Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years. |
| 2025-03-12 | Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. She has extensive experience in oversight of investment company boards through her experience as counsel to the Independent Trustees of certain PIMCO-Managed Funds and as counsel to other independent trustees, investment companies and asset management firms. |
| Filing Date | Source Excerpt |
|---|---|
| 2019-05-16 | Sarah E. Cogan — Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2020-05-15 | Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. She has extensive experience in oversight of investment company boards through her experience as counsel to the Independent Trustees of the Funds and as counsel to other independent trustees, investment companies and asset management firms. |
| 2021-05-18 | Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2022-05-18 | Sarah E. Cogan — Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2023-05-18 | Sarah E. Cogan — Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. She has extensive experience in oversight of investment company boards through her experience as counsel to the Independent Trustees of certain PIMCO-Managed Funds and as counsel to other independent trustees, investment companies and asset management firms. |
| 2023-05-19 | Sarah E. Cogan — Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2024-05-16 | Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. She has extensive experience in oversight of investment company boards through her experience as counsel to the Independent Trustees of certain PIMCO-Managed Funds and as counsel to other independent trustees, investment companies and asset management firms. |
| Filing Date | Source Excerpt |
|---|---|
| 2019-05-16 | Sarah E. Cogan — Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2020-05-15 | Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. She has extensive experience in oversight of investment company boards through her experience as counsel to the Independent Trustees of the Funds and as counsel to other independent trustees, investment companies and asset management firms. |
| 2021-05-18 | Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2022-05-18 | Sarah E. Cogan — Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. She has extensive experience in oversight of investment company boards through her experience as counsel to the Independent Trustees of certain PIMCO-Managed Funds and as counsel to other independent trustees, investment companies and asset management firms. |
| 2023-05-18 | Sarah E. Cogan — Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2023-05-19 | Sarah E. Cogan — Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2024-05-16 | Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| Filing Date | Source Excerpt |
|---|---|
| 2019-11-04 | Sarah E. Cogan — Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2020-10-30 | Of Counsel, Simpson Thacher & Bartlett LLP (law firm); Director, Girl Scouts of Greater New York, Inc. (since 2016); and Trustee, Natural Resources Defense Council, Inc. (since 2013). Formerly, Partner, Simpson Thacher & Bartlett LLP (1989-2018). |
| 2021-11-01 | Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2022-11-03 | Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. She has extensive experience in oversight of investment company boards through her experience as counsel to the Independent Trustees of certain PIMCO-Managed Funds and as counsel to other independent trustees, investment companies and asset management firms. |
| 2023-11-02 | Sarah E. Cogan — Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2024-11-04 | Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| Filing Date | Source Excerpt |
|---|---|
| 2019-11-04 | Sarah E. Cogan — Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2020-10-30 | Of Counsel, Simpson Thacher & Bartlett LLP (law firm); Director, Girl Scouts of Greater New York, Inc. (since 2016); and Trustee, Natural Resources Defense Council, Inc. (since 2013). Formerly, Partner, Simpson Thacher & Bartlett LLP (1989-2018). |
| 2021-11-01 | Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. She has extensive experience in oversight of investment company boards through her experience as counsel to the Independent Trustees of certain PIMCO-Managed Funds and as counsel to other independent trustees, investment companies and asset management firms. |
| 2022-11-03 | Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. She has extensive experience in oversight of investment company boards through her experience as counsel to the Independent Trustees of certain PIMCO-Managed Funds and as counsel to other independent trustees, investment companies and asset management firms. |
| 2023-11-02 | Sarah E. Cogan — Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2024-11-04 | Retired Partner, Simpson Thacher & Bartlett LLP (law firm) (1989-2018); Director, Girl Scouts of Greater New York, Inc. (since 2016); and Trustee, Natural Resources Defense Council, Inc. (since 2013). |
| Filing Date | Source Excerpt |
|---|---|
| 2019-11-04 | Sarah E. Cogan — Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2020-10-30 | Sarah E. Cogan — Of Counsel, Simpson Thacher & Bartlett LLP (law firm); Director, Girl Scouts of Greater New York, Inc. (since 2016); and Trustee, Natural Resources Defense Council, Inc. (since 2013). Formerly, Partner, Simpson Thacher & Bartlett LLP (1989-2018). |
| 2021-11-01 | Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. She has extensive experience in oversight of investment company boards through her experience as counsel to the Independent Trustees of certain PIMCO-Managed Funds and as counsel to other independent trustees, investment companies and asset management firms. |
| 2022-11-03 | Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. She has extensive experience in oversight of investment company boards through her experience as counsel to the Independent Trustees of certain PIMCO-Managed Funds and as counsel to other independent trustees, investment companies and asset management firms. |
| 2023-11-02 | Sarah E. Cogan — Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2024-11-04 | Retired Partner, Simpson Thacher & Bartlett LLP (law firm) (1989-2018); Director, Girl Scouts of Greater New York, Inc. (since 2016); and Trustee, Natural Resources Defense Council, Inc. (since 2013). |
| Filing Date | Source Excerpt |
|---|---|
| 2019-11-04 | Sarah E. Cogan — Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2020-10-30 | Of Counsel, Simpson Thacher & Bartlett LLP (law firm); Director, Girl Scouts of Greater New York, Inc. (since 2016); and Trustee, Natural Resources Defense Council, Inc. (since 2013). Formerly, Partner, Simpson Thacher & Bartlett LLP (1989-2018). |
| 2021-11-01 | Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2022-11-03 | Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. She has extensive experience in oversight of investment company boards through her experience as counsel to the Independent Trustees of certain PIMCO-Managed Funds and as counsel to other independent trustees, investment companies and asset management firms. |
| 2023-11-02 | Sarah E. Cogan — Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2024-11-04 | Retired Partner, Simpson Thacher & Bartlett LLP (law firm) (1989-2018); Director, Girl Scouts of Greater New York, Inc. (since 2016); and Trustee, Natural Resources Defense Council, Inc. (since 2013). |
| Filing Date | Source Excerpt |
|---|---|
| 2019-11-04 | Of Counsel, Simpson Thacher & Bartlett LLP (law firm); Director, Girl Scouts of Greater New York, Inc. (since 2016); and Trustee, Natural Resources Defense Council, Inc. (since 2013). Formerly, Partner, Simpson Thacher & Bartlett LLP (1989-2018). |
| 2020-10-30 | Of Counsel, Simpson Thacher & Bartlett LLP (law firm); Director, Girl Scouts of Greater New York, Inc. (since 2016); and Trustee, Natural Resources Defense Council, Inc. (since 2013). Formerly, Partner, Simpson Thacher & Bartlett LLP (1989-2018). |
| 2021-11-01 | Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. She has extensive experience in oversight of investment company boards through her experience as counsel to the Independent Trustees of certain PIMCO-Managed Funds and as counsel to other independent trustees, investment companies and asset management firms. |
| 2022-11-03 | Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. She has extensive experience in oversight of investment company boards through her experience as counsel to the Independent Trustees of certain PIMCO-Managed Funds and as counsel to other independent trustees, investment companies and asset management firms. |
| 2023-11-02 | Sarah E. Cogan — Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2024-11-04 | Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| Filing Date | Source Excerpt |
|---|---|
| 2019-11-04 | Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2020-10-30 | Sarah E. Cogan — Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2021-11-01 | Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2022-11-03 | Sarah E. Cogan — Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2023-11-02 | Sarah E. Cogan — Ms. Cogan has substantial legal experience in the investment management industry, having served as a partner at a large international law firm in the corporate department for over 25 years and as former head of the registered funds practice. |
| 2024-11-04 | Retired Partner, Simpson Thacher & Bartlett LLP (law firm) (1989-2018); Director, Girl Scouts of Greater New York, Inc. (since 2016); and Trustee, Natural Resources Defense Council, Inc. (since 2013). |
| Filing Date | Source Excerpt |
|---|---|
| 2019-05-16 | Sarah E. Cogan 1956 RCS/PFL- Class I PGP/PHK/PDI- Class III PFN- Class II Trustee, Nominee Since January 2019 Of Counsel, Simpson Thacher & Bartlett LLP (law firm); Director, Girl Scouts of Greater New York, Inc. (since 2016); and Trustee, Natural Resources Defense Council, Inc. (since 2013). Formerly, Partner, Simpson Thacher & Bartlett LLP (1989-2018). Ms. Cogan and Mr. Fisher are not included in the compensation table because they were appointed to the Board of each Fund effective January 1, 2019 and thus did not serve on the Board of any of the Funds as of either June 30, 2018, July 31, 2018 or December 31, 2018. Neither Ms. Cogan nor Mr. Fisher had received any compensation from the Funds or the Fund Complex for service as Trustee of the Fund as of June 30, 2018, July 31, 2018 or December 31, 2018. |
| 2021-05-18 | Sarah E. Cogan 1956 RCS- Class I PGP- Class III PHK- Class II PDI- Class III, currently nominated for re-election PFL- Class I PFN- Class II NRGX-Class I Trustee,Nominee Since2019 Retired Partner, Simpson Thacher & Bartlett LLP (law firm); Director, Girl Scouts of Greater New York, Inc. (since 2016); and Trustee, Natural Resources Defense Council, Inc. (since 2013). Formerly, Partner, Simpson Thacher & Bartlett LLP (1989-2018). 29 Trustee, Allianz Funds (2019-2021); Trustee, Virtus Funds (2021-Present). Each Fund's Audit Oversight Committee currently consists of Mses. Cogan and DeCotis and Messrs. Kertess, Kittredge, Ogden and Rappaport, each of whom is an Independent Trustee. Mr. Kittredge is the current Chair of each Fund's Audit Oversight Committee. Each Fund's Governance and Nominating Committee currently consisting of Messrs. Kertess, Kittredge, Ogden, Rappaport and Mses. Cogan and DeCotis. Ms. DeCotis is the current Chair of each Fund's Governance and Nominating Committee. The Valuation Oversight Committee currently consisting of Messrs. Kertess, Kittredge, Ogden and Rappaport and Mses. Cogan and DeCotis. Mr. Ogden is the current Chair of each Fund's Valuation Oversight Committee. The Contracts Committee currently consisting of Messrs. Kertess, Kittredge, Ogden, Rappaport and Mses. Cogan and DeCotis. Ms. Cogan is the current Chair of each Fund's Contracts Committee. The Performance Committee currently consisting of Messrs. Kertess, Kittredge, Ogden, Rappaport, Maney and Fisher and Mses. Cogan and DeCotis. Mr. Rappaport is the current Chair of each Fund's Performance Committee. For the calendar year ended December 31, 2020, the Trustees received the compensation set forth in the table below for serving as Trustees of the Funds and other funds in the same Fund Complex as the Funds. For Ms. Cogan, $225,000; ... total $470,000. |
| 2022-05-18 | Sarah E. Cogan 1956 RCS- Class I, currently nominated for re-election PGP- Class III PHK- Class II PDI- Class III PFL- Class I PFN- Class II, currently nominated for re-election NRGX-Class I Trustee, Nominee Since 2019 Retired Partner, Simpson Thacher & Bartlett LLP (law firm) (1989-2018); Director, Girl Scouts of Greater New York, Inc. (since 2016); and Trustee, Natural Resources Defense Council, Inc. (since 2013). Trustee, Allianz Funds (2019-2021); Trustee, Virtus Funds (2021-Present). Each Independent Trustee receives annual compensation of $250,000 for his or her service on the Boards of the PIMCO-Managed Funds, payable quarterly. The Independent Chair of the Boards receives an additional $75,000 per year, payable quarterly. The Audit Oversight Committee Chair receives an additional $35,000 annually, payable quarterly. |
| 2023-05-18 | Sarah E. Cogan 1956 RCS-Class I PGP-Class III, currently nominated for re-election PHK-Class II, currently nominated for re-election PDI- Class III PFL-Class I, currently nominated for re-election PFN-Class II NRGX-Class I, currently nominated for re-election Trustee, Nominee Since 2019 Retired Partner, Simpson Thacher & Bartlett LLP (law firm)(1989-2018); Director, Girl Scouts of Greater New York, Inc. (since 2016); and Trustee, Natural Resources Defense Council, Inc. (since 2013). Trustee, Allianz Funds (2019-2021); Trustee, Virtus Funds (2021-Present) Compensation Table Sarah E. Cogan $7,367 $2,847 $1,172 $4,206 $8,291 $8,674 $45,424 $275,000 |
| 2023-05-19 | Sarah E. Cogan 1956 RCS-Class I PGP-Class III, currently nominated for re-election PHK-Class II, currently nominated for re-election PDI- Class III PFL-Class I, currently nominated for re-election PFN-Class II NRGX-Class I, currently nominated for re-election Trustee, Nominee Since 2019 Retired Partner, Simpson Thacher & Bartlett LLP (law firm)(1989-2018); Director, Girl Scouts of Greater New York, Inc. (since 2016); and Trustee, Natural Resources Defense Council, Inc. (since 2013). Trustee, Allianz Funds (2019-2021); Trustee, Virtus Funds (2021-Present) Each of the Independent Trustees serves as a trustee of PIMCO Municipal Income Fund, PIMCO California Municipal Income Fund, PIMCO New York Municipal Income Fund, PIMCO Municipal Income Fund II, PIMCO California Municipal Income Fund II, PIMCO New York Municipal Income Fund II, PIMCO Municipal Income Fund III, PIMCO California Municipal Income Fund III, PIMCO New York Municipal Income Fund III, PIMCO Access Income Fund, PIMCO Corporate & Income Strategy Fund, PIMCO Corporate & Income Opportunity Fund, PIMCO Dynamic Income Fund, PIMCO Dynamic Income Opportunities Fund, PIMCO High Income Fund, PIMCO Income Strategy Fund, PIMCO Income Strategy Fund II, PIMCO Global StocksPLUS® & Income Fund, PIMCO Energy and Tactical Credit Opportunities Fund, PCM Fund, Inc. and PIMCO Strategic Income Fund, Inc., each a closed-end management investment company for which the Manager serves as investment manager (together with the Funds, the "PIMCO Closed-End Funds"), as well as PIMCO Flexible Emerging Markets Income Fund, PIMCO Flexible Credit Income Fund, PIMCO California Flexible Municipal Income Fund and PIMCO Flexible Municipal Income Fund, each a closed-end investment management company that is operated as an "interval fund" for which the Manager serves as investment manager (the "PIMCO Interval Funds") and PIMCO Managed Accounts Trust ("PMAT"), an open-end investment management company with multiple series for which the Manager serves as investment adviser and administrator (together with the PIMCO Closed-End Funds and the PIMCO Interval Funds, the "PIMCO-Managed Funds"). Each Independent Trustee receives annual compensation of $250,000 for his or her service on the Boards of the PIMCO-Managed Funds, payable quarterly. The Independent Chair of the Boards receives an additional $75,000 per year, payable quarterly. The Audit Oversight Committee Chair receives an additional $35,000 annually, payable quarterly. The Performance Committee Chair and the Valuation Oversight Committee Chair each receive an additional $10,000 annually, payable quarterly. The Contracts Committee Chair receives an additional $25,000 annually, payable quarterly. Trustees are also reimbursed for meeting-related expenses. The following table sets forth information regarding the compensation received by the Independent Trustees and nominees for the fiscal year ended June 30, 2022. For the calendar year ended December 31, 2022, the Trustees received the compensation set forth in the table below for serving as Trustees of the Funds and other funds in the same Fund Complex as the Funds. Each officer and each Trustee who is a director, officer, partner, member or employee of the Manager, or of any entity controlling, controlled by or under common control with the Manager, including any Interested Trustee, serves without any compensation from the Funds. Sarah E. Cogan $275,000 total compensation for calendar year ended December 31, 2022. |
| 2024-05-16 | Sarah E. Cogan 1956 PDX-Class I RCS-Class I PGP-Class III PHK-Class II PDI-Class III, currently nominated for re-election PFL-Class I PFN-Class II, currently nominated for election Trustee, Nominee Since 2019 Retired Partner, Simpson Thacher & Bartlett LLP (law firm)(1989-2018); Director, Girl Scouts of Greater New York, Inc. (since 2016); and Trustee, Natural Resources Defense Council, Inc. (since 2013). Trustee, Allianz Funds (2019-2021); Trustee, Virtus Funds (2021-Present). Each Independent Trustee receives annual compensation of $275,000 for his or her service on the Boards of the PIMCO-Managed Funds. Sarah E. Cogan received total compensation of $275,000 for the calendar year ended December 31, 2023. |
| Filing Date | Source Excerpt |
|---|---|
| 2019-06-03 | Sarah E. Cogan — Ms. Cogan has substantial legal background and experience in the investment management industry. She was a partner at Simpson Thacher & Bartlett LLP, a large international law firm, in the corporate department for over 25 years and former head of the registered funds practice. |
| 2020-06-04 | Sarah E. Cogan — Ms. Cogan has substantial legal background and experience in the investment management industry. She was a partner at STB, a large international law firm, in the corporate department for over 25 years and former head of the registered funds practice. |
| 2021-06-08 | Ms. Cogan has substantial legal background and experience in the investment management industry. She was a partner at Simpson Thacher & Bartlett LLP, a large international law firm, in the corporate department for over 25 years and former head of the registered funds practice. |
| 2022-05-31 | Sarah E. Cogan. Ms. Cogan has substantial legal background and experience in the investment management industry. She was a partner at Simpson Thacher & Bartlett LLP, a large international law firm, in the corporate department for over 25 years and former head of the registered funds practice. She has extensive experience in oversight of investment company boards through her experience as counsel to the former Independent Trustees of the Funds and the series of the Trusts now known as Virtus Investment Trust and Virtus Strategy Trust and as counsel to other independent trustees, investment companies and asset management firms. Ms. Cogan is also a trustee of several open-end and closed-end funds managed by the Adviser and its affiliates. |
| 2022-08-04 | Name of Trustee Sarah E. Cogan Dollar Range of Equity Securities in AIO $10,001–$50,000 ... Independent Trustees section listing trustees and their share ownership. |
| 2023-04-11 | Sarah E. Cogan. Ms. Cogan has substantial legal background and experience in the investment management industry. She was a partner at Simpson Thacher & Bartlett LLP, a large international law firm, in the corporate department for over 25 years and former head of the registered funds practice. |
| 2024-04-09 | Retired Partner, Simpson Thacher & Bartlett LLP (law firm) (since 2019); Director, Girl Scouts of Greater New York (since 2016); Trustee, Natural Resources Defense Council, Inc. (since 2013); and formerly, Partner, STB (1989 to 2018). |
| 2025-04-08 | Ms. Cogan has substantial legal background and experience in the investment management industry. She was a partner at Simpson Thacher & Bartlett LLP, a large international law firm. |
| Filing Date | Source Excerpt |
|---|---|
| 2019-06-03 | Sarah E. Cogan — Ms. Cogan has substantial legal background and experience in the investment management industry. She was a partner at Simpson Thacher & Bartlett LLP, a large international law firm, in the corporate department for over 25 years and former head of the registered funds practice. |
| 2020-06-04 | Sarah E. Cogan — Ms. Cogan has substantial legal background and experience in the investment management industry. She was a partner at STB, a large international law firm, in the corporate department for over 25 years and former head of the registered funds practice. |
| 2021-06-08 | Ms. Cogan has substantial legal background and experience in the investment management industry. She was a partner at Simpson Thacher & Bartlett LLP, a large international law firm, in the corporate department for over 25 years and former head of the registered funds practice. |
| 2022-05-31 | Ms. Cogan has substantial legal background and experience in the investment management industry. She was a partner at Simpson Thacher & Bartlett LLP, a large international law firm, in the corporate department for over 25 years and former head of the registered funds practice. |
| 2022-08-04 | Name of Trustee Independent Trustees Sarah E. Cogan $10,001 – $50,000 $1 – $10,000 $1 – $10,000 $10,001 – $50,000 |
| 2023-04-11 | Sarah E. Cogan. Ms. Cogan has substantial legal background and experience in the investment management industry. She was a partner at Simpson Thacher & Bartlett LLP, a large international law firm, in the corporate department for over 25 years and former head of the registered funds practice. |
| 2024-04-09 | Retired Partner, Simpson Thacher & Bartlett LLP (law firm) (since 2019); Director, Girl Scouts of Greater New York (since 2016); Trustee, Natural Resources Defense Council, Inc. (since 2013); and formerly, Partner, STB (1989 to 2018). |
| 2025-04-08 | Ms. Cogan has substantial legal background and experience in the investment management industry. |
| Filing Date | Source Excerpt |
|---|---|
| 2019-06-03 | Sarah E. Cogan — Ms. Cogan has substantial legal background and experience in the investment management industry. She was a partner at Simpson Thacher & Bartlett LLP, a large international law firm, in the corporate department for over 25 years and former head of the registered funds practice. |
| 2020-06-04 | Sarah E. Cogan — Ms. Cogan has substantial legal background and experience in the investment management industry. She was a partner at STB, a large international law firm, in the corporate department for over 25 years and former head of the registered funds practice. |
| 2021-06-08 | Sarah E. Cogan. Ms. Cogan has substantial legal background and experience in the investment management industry. She was a partner at Simpson Thacher & Bartlett LLP, a large international law firm, in the corporate department for over 25 years and former head of the registered funds practice. |
| 2022-05-31 | Ms. Cogan has substantial legal background and experience in the investment management industry. She was a partner at Simpson Thacher & Bartlett LLP, a large international law firm, in the corporate department for over 25 years and former head of the registered funds practice. |
| 2022-08-04 | Name of Trustee Sarah E. Cogan |
| 2023-04-11 | Retired Partner, Simpson Thacher & Bartlett LLP (law firm) (since 2019); Director, Girl Scouts of Greater New York (since 2016); Trustee, Natural Resources Defense Council, Inc. (since 2013); and formerly, Partner, STB (1989 to 2018). |
| 2024-04-09 | Retired Partner, Simpson Thacher & Bartlett LLP (law firm) (since 2019); Director, Girl Scouts of Greater New York (since 2016); Trustee, Natural Resources Defense Council, Inc. (since 2013); and formerly, Partner, STB (1989 to 2018). |
| 2025-04-08 | Ms. Cogan has substantial legal background and experience in the investment management industry. |
| Filing Date | Source Excerpt |
|---|---|
| 2022-04-12 | Sarah E. Cogan. YOB: 1956. Class II Trustee of VGI since 2021, term expires at the 2023 Annual Meeting. Class I Director of ZTR since 2021, term expires at the 2024 Annual Meeting. Retired Partner, Simpson Thacher & Bartlett LLP (law firm)(since 2019); Director, Girl Scouts of Greater New York (since 2016); Trustee, Natural Resources Defense Council, Inc. (since 2013); and formerly, Partner, STB (1989 to 2018). Trustee (since 2022), Virtus Stone Harbor Emerging Markets Income Fund and Virtus Stone Harbor Emerging Markets Total Income Fund; Trustee (since 2019), PIMCO Closed-End Funds (29 portfolios); Trustee (since 2021), The Merger Fund®, The Merger Fund® VL, and Virtus Event Opportunities Trust (2 portfolios); Advisory Board Member (since 2021), Virtus Alternative Solutions Trust (2 portfolios), Virtus Mutual Fund Family (61 portfolios) and Virtus Variable Insurance Trust (8 portfolios); Advisory Board Member (February 2021 to June 2021), Duff & Phelps Select MLP and Midstream Energy Fund Inc.; Trustee (since 2021), Virtus Global Multi-Sector Income Fund and Virtus Total Return Fund Inc.; Trustee (since 2019), Virtus Investment Trust (13 portfolios) and Virtus Strategy Trust (11 portfolios); Trustee (since 2019), Virtus AllianzGI Closed-End Funds (7 portfolios). Aggregate Compensation from the Funds: $7,500.00. |
| 2023-04-11 | Sarah E. Cogan. YOB: 1956. Class III Trustee of AIO since 2019, term expires at the 2025 Annual Meeting. Class III Trustee of CBH since 2019, nominee for term expiring 2026. Class II Trustee of NCV since 2019, nominee for term expiring 2026. Class III Trustee of NFJ since 2019, nominee for term expiring 2026. Class III Trustee of NIE since 2019, term expires at the 2025 Annual Meeting. Class II Trustee of VGI. Retired Partner, Simpson Thacher & Bartlett LLP (law firm) (since 2019). Trustee (since 2022) and Advisory Board Member (2021 to 2022), Virtus Alternative Solutions Trust (2 portfolios), Virtus Mutual Fund Family (57 portfolios) and Virtus Variable Insurance Trust (8 portfolios); Trustee (since 2022), Virtus Stone Harbor Emerging Markets Income Fund and Virtus Stone Harbor Emerging Markets Total Income Fund; Trustee (since 2021), The Merger Fund®, The Merger Fund® VL, Virtus Event Opportunities Trust (2 portfolios) and Virtus Global Multi-Sector Income Fund; Advisory Board Member (February 2021 to June 2021), Duff & Phelps Select MLP and Midstream Energy Fund Inc.; Director (since 2021), Virtus Total Return Fund Inc.; Trustee since 2019, Virtus Artificial Intelligence & Technology Opportunities Fund; Committees: Audit Committee, Governance and Nominating Committee, Compliance and Risk Oversight Committee, Contracts Committee, Performance Committee, Compliance Committee. Compensation total: $365,000. |
| 2024-04-09 | Sarah E. Cogan. YOB: 1956. Class III Trustee of AIO since 2019, term expires at the 2025 Annual Meeting; Class III Trustee of CBH since 2019, term expires at the 2026 Annual Meeting; Class II Trustee of NCV since 2019, term expires at the 2026 Annual Meeting; Class III Trustee of NFJ since 2019, term expires at the 2026 Annual Meeting; Class II Trustee of VGI since 2021, term expires at the 2026 Annual Meeting; Class II Trustee of EDF since 2022, term expires at the 2025 Annual Meeting; Class I Director of ZTR since 2021, nominee for term expiring 2027. Compliance Committee Member; Contracts Committee Chair; Governance and Nominating Committee Member. |
| 2025-04-08 | Sarah E. Cogan. Ms. Cogan has substantial legal background and experience in the investment management industry. She was a partner at Simpson Thacher & Bartlett LLP, a large international law firm, in the corporate department for over 25 years and former head of the registered funds practice. She has extensive experience in oversight of investment company boards through her prior experience as counsel to the Independent Trustees of AIO, NCV, NCZ, ACV, NIE, NFJ and the series of the Trusts now known as Virtus Investment Trust and Virtus Strategy Trust and as counsel to other independent trustees, investment companies and asset management firms. Ms. Cogan is also a director/trustee of open-end and closed-end funds managed by the Adviser and its affiliates and closed-end funds managed by PIMCO. |
Data sourced from SEC filings. Last updated: 2026-02-03