Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2014-08-22 | Steven E. Buller (Age 63) Trustee February 2014 2014 Chairman, Financial Accounting Standards Advisory Council; Standing Advisory Group, Public Company Accounting Oversight Board, Member; BlackRock, Inc. (investment management), Managing Director (until 2014), BlackRock Finco UK (investment management), Director (until 2014) |
| 2015-08-21 | Steven E. Buller (Age 64) Trustee February 2014 2017 Chairman, Financial Accounting Standards Advisory Council; Standing Advisory Group, Public Company Accounting Oversight Board, Member (until 2014) |
| 2016-08-19 | Steven E. Buller (Age 65) Trustee February 2014 2017 Chairman, Financial Accounting Standards Advisory Council (until 2015); Standing Advisory Group, Public Company Accounting Oversight Board, Member (until 2014); BlackRock, Inc. (investment management), Managing Director (until 2014), BlackRock Finco UK (investment management), Director (until 2014) |
| 2017-08-24 | Steven E. Buller (Age 66) Trustee February 2014 2017 Financial Accounting Standards Advisory Council, Chairman (2014- 2015); Public Company Accounting Oversight Board, Standing Advisory Group, Member (until 2014); BlackRock, Inc. (investment management), Managing Director (until 2014), BlackRock Finco UK (investment management), Director (until 2014) |
| 2018-08-23 | Steven E. Buller (Age 67) Trustee February 2014 2020 Financial Accounting Standards Advisory Council, Chairman (2014-2015); Public Company Accounting Oversight Board, Standing Advisory Group, Member (until 2014); BlackRock, Inc. (investment management), Managing Director (until 2014); BlackRock Finco UK (investment management), Director (until 2014) |
| 2019-08-22 | Steven E. Buller (Age 68) Trustee February 2014 2020 Financial Accounting Standards Advisory Council, Chairman (2014-2015); Public Company Accounting Oversight Board, Standing Advisory Group, Member (until 2014); BlackRock, Inc., Managing Director (until 2014); Audit Committee, Nomination and Compensation Committee, Contracts Review Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee; Total Trustee Compensation Paid by Trust and Fund Complex $387,279 |
| 2020-08-20 | Steven E. Buller (Age 69) Trustee February 2014 2020 Mr. Buller has substantial accounting, investment management, and executive experience. Committees: Audit Committee (Financial Expert), Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee. Total Trustee Compensation Paid by Trust and Fund Complex: $397,059. |
| 2021-08-27 | Steven E. Buller (age 70) Trustee since February 2014, Private investor, member of Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee |
| 2022-08-26 | Steven E. Buller (age 71) Trustee February 2014 2023 Private investor Audit Committee Nomination and Compensation Committee Contracts Review Committee Portfolio Trading and Marketing Review Committee Pricing Committee Total Trustee Compensation Paid by Trust and Fund Complex $419,750 |
| 2023-08-30 | Steven E. Buller (age 72) Trustee February 2014 2023 Private investor |
| 2024-08-23 | Steven E. Buller (age 72) Trustee February 2014 2026 Private investor Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee |
| Filing Date | Source Excerpt |
|---|---|
| 2014-08-22 | Mr. Buller has substantial accounting, investment management, and executive experience at firms within the investment management industry. Mr. Buller was the Chief Financial Officer of BlackRock, Inc. ("BlackRock"), where he oversaw BlackRock's tax department, internal audit and control functions, and the global corporate and investment company accounting policy. Prior to joining BlackRock, Mr. Buller was an auditor at Ernst & Young LLP for over 30 years, where he served as Global Director of Asset Management and as the audit partner for various investment company complexes. |
| 2015-08-21 | Mr. Buller has substantial accounting, investment management, and executive experience at firms within the investment management industry. Mr. Buller was the Chief Financial Officer of BlackRock, Inc. |
| 2017-08-24 | Mr. Buller has substantial accounting, investment management, and executive experience at firms within the investment management industry. Mr. Buller was the Chief Financial Officer and Managing Director of BlackRock, Inc. ("BlackRock"), where he oversaw BlackRock’s tax department, internal audit and control functions, and the global corporate and investment company accounting policy. |
| 2018-08-23 | Mr. Buller was the Chief Financial Officer and Managing Director of BlackRock, Inc. ("BlackRock"), where he oversaw BlackRock’s tax department, internal audit and control functions, and the global corporate and investment company accounting policy. Prior to joining BlackRock, Mr. Buller was an auditor at Ernst & Young LLP for over 30 years, where he served as Global Director of Asset Management and as the audit partner for various investment company complexes. |
| 2019-08-22 | Mr. Buller has substantial accounting, investment management, and executive experience at firms within the investment management industry. |
| 2020-08-20 | Mr. Buller was the Chief Financial Officer and Managing Director of BlackRock, Inc., where he oversaw BlackRock's tax department, internal audit and control functions, and the global corporate and investment company accounting policy. Prior to joining BlackRock, Mr. Buller was an auditor at Ernst & Young LLP for over 30 years. |
| 2021-08-27 | Mr. Buller has substantial accounting, investment management, and executive experience at firms within the investment management industry. |
| 2022-08-26 | Mr. Buller has substantial accounting, investment management, and executive experience at firms within the investment management industry. Mr. Buller was the Chief Financial Officer and Managing Director of BlackRock, Inc. (BlackRock), where he oversaw BlackRocks tax department, internal audit and control functions, and the global corporate and investment company accounting policy. |
| 2023-08-30 | Mr. Buller has substantial accounting, investment management, and executive experience at firms within the investment management industry. Mr. Buller was the Chief Financial Officer and Managing Director of BlackRock, Inc. (BlackRock), where he oversaw BlackRocks tax department, internal audit and control functions, and the global corporate and investment company accounting policy. |
| 2024-08-23 | Mr. Buller has substantial accounting, investment management, and executive experience at firms within the investment management industry. Mr. Buller was the Chief Financial Officer and Managing Director of BlackRock, Inc. (“BlackRock”), where he oversaw BlackRock’s tax department, internal audit and control functions, and the global corporate and investment company accounting policy. |
| Filing Date | Source Excerpt |
|---|---|
| 2014-08-22 | Steven E. Buller (Age 63) Trustee February 2014 2014 Chairman, Financial Accounting Standards Advisory Council; Standing Advisory Group, Public Company Accounting Oversight Board, Member; BlackRock, Inc. (investment management), Managing Director (until 2014), BlackRock Finco UK (investment management), Director (until 2014) |
| 2015-08-21 | Steven E. Buller (Age 64) Trustee February 2014 2017 Chairman, Financial Accounting Standards Advisory Council; Standing Advisory Group, Public Company Accounting Oversight Board, Member (until 2014) |
| 2016-08-19 | Steven E. Buller (Age 65) Trustee February 2014 2017 Chairman, Financial Accounting Standards Advisory Council (until 2015); Standing Advisory Group, Public Company Accounting Oversight Board, Member (until 2014); BlackRock, Inc. (investment management), Managing Director (until 2014), BlackRock Finco UK (investment management), Director (until 2014) |
| 2017-08-24 | Steven E. Buller (Age 66) Trustee February 2014 2017 Financial Accounting Standards Advisory Council, Chairman (2014- 2015); Public Company Accounting Oversight Board, Standing Advisory Group, Member (until 2014); BlackRock, Inc. (investment management), Managing Director (until 2014), BlackRock Finco UK (investment management), Director (until 2014) |
| 2018-08-23 | Steven E. Buller (Age 67) Trustee February 2014 2020 Financial Accounting Standards Advisory Council, Chairman (2014-2015); Public Company Accounting Oversight Board, Standing Advisory Group, Member (until 2014); BlackRock, Inc. (investment management), Managing Director (until 2014); BlackRock Finco UK (investment management), Director (until 2014) Committees: Audit Committee, Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee Total Trustee Compensation Paid by Trust and Fund Complex: $378,214 |
| 2019-08-22 | Steven E. Buller (Age 68) Trustee February 2014 2020 Financial Accounting Standards Advisory Council, Chairman (2014-2015); Public Company Accounting Oversight Board, Standing Advisory Group, Member (until 2014); BlackRock, Inc. (investment management), Managing Director (until 2014); BlackRock Finco UK (investment management), Director (until 2014) |
| 2020-08-20 | Steven E. Buller (Age 69) Trustee February 2014 2020 Mr. Buller has substantial accounting, investment management, and executive experience at firms within the investment management industry. Mr. Buller was the Chief Financial Officer and Managing Director of BlackRock, Inc. (BlackRock), where he oversaw BlackRock's tax department, internal audit and control functions, and the global corporate and investment company accounting policy. Prior to joining BlackRock, Mr. Buller was an auditor at Ernst & Young LLP for over 30 years, where he served as Global Director of Asset Management and as the audit partner for various investment company complexes. Mr. Buller was chairman of the Financial Accounting Standards Advisory Council, and was a member of the Standing Advisory Group of the Public Company Accounting Oversight Board. He has also served on the boards of BlackRock Finco UK, a privately-held company, and Person-to-Person, a community service organization. |
| 2021-08-27 | Steven E. Buller (age 70) Trustee February 2014 2023 Private investor. Committees: Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee. Trustee Compensation Table shows total compensation of $411,561. |
| 2022-08-26 | Steven E. Buller (age 71) Trustee February 2014 2023 Private investor Committees: Audit, Contracts Review, Nomination and Compensation, Portfolio Trading and Marketing Review, Pricing; Total Trustee Compensation Paid: $419,750 |
| 2023-08-30 | Steven E. Buller (age 72) Trustee. Independent Trustee. Committees: Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee. Compensation: $436,500 total trustee compensation paid by Trust and MFS Fund Complex. |
| 2024-08-23 | Steven E. Buller (age 72) Trustee February 2014 2026 Private investor Committees: Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee. Total Trustee Compensation Paid by Trust and MFS Fund Complex: $461,500. |
| Filing Date | Source Excerpt |
|---|---|
| 2014-08-22 | Steven E. Buller (Age 63) Trustee February 2014 2014 Chairman, Financial Accounting Standards Advisory Council; Standing Advisory Group, Public Company Accounting Oversight Board, Member; BlackRock, Inc. (investment management), Managing Director (until 2014), BlackRock Finco UK (investment management), Director (until 2014) |
| 2015-08-21 | Steven E. Buller (Age 64) Trustee February 2014 2017 Chairman, Financial Accounting Standards Advisory Council; Standing Advisory Group, Public Company Accounting Oversight Board, Member (until 2014) |
| 2016-08-19 | Steven E. Buller (Age 65) Trustee February 2014 2017 Chairman, Financial Accounting Standards Advisory Council (until 2015); Standing Advisory Group, Public Company Accounting Oversight Board, Member (until 2014); BlackRock, Inc. (investment management), Managing Director (until 2014), BlackRock Finco UK (investment management), Director (until 2014) |
| 2017-08-24 | Steven E. Buller (Age 66) Trustee February 2014 2017 Financial Accounting Standards Advisory Council, Chairman (2014- 2015); Public Company Accounting Oversight Board, Standing Advisory Group, Member (until 2014); BlackRock, Inc. (investment management), Managing Director (until 2014), BlackRock Finco UK (investment management), Director (until 2014) |
| 2018-08-23 | Steven E. Buller (Age 67) Trustee February 2014 2020 Financial Accounting Standards Advisory Council, Chairman (2014-2015); Public Company Accounting Oversight Board, Standing Advisory Group, Member (until 2014); BlackRock, Inc. (investment management), Managing Director (until 2014); BlackRock Finco UK (investment management), Director (until 2014) |
| 2019-08-22 | Steven E. Buller (Age 68) Trustee February 2014 2020 Financial Accounting Standards Advisory Council, Chairman (2014-2015); Public Company Accounting Oversight Board, Standing Advisory Group, Member (until 2014); BlackRock, Inc., Managing Director (until 2014); Audit Committee, Nomination and Compensation Committee, Contracts Review Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee; Total Trustee Compensation Paid by Trust and Fund Complex $387,279 |
| 2020-08-20 | Steven E. Buller (Age 69) Trustee February 2014 2020 Mr. Buller has substantial accounting, investment management, and executive experience. Committees: Audit Committee (Financial Expert), Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee. Total Trustee Compensation Paid by Trust and Fund Complex: $397,059. |
| 2021-08-27 | Steven E. Buller (age 70) Trustee February 2014 2023 Private investor |
| 2022-08-26 | Steven E. Buller (age 71) Trustee February 2014 Private investor Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee. Total Trustee Compensation Paid by Trust and Fund Complex: $419,750. |
| 2023-08-30 | Steven E. Buller (age 72) Trustee Private investor |
| 2024-08-23 | Steven E. Buller (age 72) Trustee February 2014 2026 Private investor Committees: Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee |
| Filing Date | Source Excerpt |
|---|---|
| 2014-08-22 | Steven E. Buller (Age 63) Trustee February 2014 2014 Chairman, Financial Accounting Standards Advisory Council; Standing Advisory Group, Public Company Accounting Oversight Board, Member; BlackRock, Inc. (investment management), Managing Director (until 2014), BlackRock Finco UK (investment management), Director (until 2014) |
| 2015-08-21 | Steven E. Buller (Age 64) Trustee February 2014 2017 Chairman, Financial Accounting Standards Advisory Council; Standing Advisory Group, Public Company Accounting Oversight Board, Member (until 2014) |
| 2016-08-19 | Steven E. Buller (Age 65) Trustee February 2014 2017 Chairman, Financial Accounting Standards Advisory Council (until 2015); Standing Advisory Group, Public Company Accounting Oversight Board, Member (until 2014); BlackRock, Inc. (investment management), Managing Director (until 2014), BlackRock Finco UK (investment management), Director (until 2014) |
| 2017-08-24 | Steven E. Buller (Age 66) Trustee February 2014 2017 Financial Accounting Standards Advisory Council, Chairman (2014- 2015); Public Company Accounting Oversight Board, Standing Advisory Group, Member (until 2014); BlackRock, Inc. (investment management), Managing Director (until 2014), BlackRock Finco UK (investment management), Director (until 2014) |
| 2018-08-23 | Steven E. Buller (Age 67) Trustee February 2014 2020 Financial Accounting Standards Advisory Council, Chairman (2014-2015); Public Company Accounting Oversight Board, Standing Advisory Group, Member (until 2014); BlackRock, Inc. (investment management), Managing Director (until 2014); BlackRock Finco UK (investment management), Director (until 2014) |
| 2019-08-22 | Steven E. Buller (Age 68) Trustee February 2014 2020 Financial Accounting Standards Advisory Council, Chairman (2014-2015); Public Company Accounting Oversight Board, Standing Advisory Group, Member (until 2014); BlackRock, Inc. (investment management), Managing Director (until 2014); BlackRock Finco UK (investment management), Director (until 2014) |
| 2020-08-20 | Steven E. Buller (Age 69) Trustee February 2014 2020 Financial Accounting Standards Advisory Council, Chairman (2014-2015); Public Company Accounting Oversight Board, Standing Advisory Group, Member (until 2014); BlackRock, Inc., Managing Director (until 2014); Audit Committee member; Compensation $397,059 |
| 2021-08-27 | Steven E. Buller (age 70) Trustee Independent Trustee. Mr. Buller has substantial accounting, investment management, and executive experience at firms within the investment management industry. The Audit Committee consists only of Independent Trustees. The Nomination and Compensation Committee consists only of Independent Trustees. The Contracts Review Committee and Portfolio Trading and Marketing Review Committee and Pricing Committee consist of all Independent Trustees including Buller. |
| 2022-08-26 | Steven E. Buller (age 71) Trustee since February 2014; CPA; substantial accounting, investment management, and executive experience; former CFO and Managing Director of BlackRock. |
| 2023-08-30 | Steven E. Buller (age 72) Trustee February 2014 2023 Private investor |
| 2024-08-23 | Steven E. Buller (age 72) Trustee February 2014 2026 Private investor Committees: Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee Total Trustee Compensation Paid by Trust and MFS Fund Complex: $461,500 |
| Filing Date | Source Excerpt |
|---|---|
| 2014-08-22 | Steven E. Buller (Age 63) Trustee February 2014 2014 Chairman, Financial Accounting Standards Advisory Council; Standing Advisory Group, Public Company Accounting Oversight Board, Member; BlackRock, Inc. (investment management), Managing Director (until 2014), BlackRock Finco UK (investment management), Director (until 2014) |
| 2015-08-21 | Steven E. Buller (Age 64) Trustee February 2014 2017 Chairman, Financial Accounting Standards Advisory Council; Standing Advisory Group, Public Company Accounting Oversight Board, Member (until 2014) |
| 2016-08-19 | Steven E. Buller (Age 65) Trustee February 2014 2017 Chairman, Financial Accounting Standards Advisory Council (until 2015); Standing Advisory Group, Public Company Accounting Oversight Board, Member (until 2014); BlackRock, Inc. (investment management), Managing Director (until 2014), BlackRock Finco UK (investment management), Director (until 2014) |
| 2017-08-24 | Steven E. Buller (Age 66) Trustee February 2014 2017 Financial Accounting Standards Advisory Council, Chairman (2014- 2015); Public Company Accounting Oversight Board, Standing Advisory Group, Member (until 2014); BlackRock, Inc. (investment management), Managing Director (until 2014), BlackRock Finco UK (investment management), Director (until 2014) |
| 2018-08-23 | Steven E. Buller (Age 67) Trustee February 2014 2020 Financial Accounting Standards Advisory Council, Chairman (2014-2015); Public Company Accounting Oversight Board, Standing Advisory Group, Member (until 2014); BlackRock, Inc. (investment management), Managing Director (until 2014); BlackRock Finco UK (investment management), Director (until 2014) |
| 2019-08-22 | Steven E. Buller (Age 68) Trustee February 2014 2020 Financial Accounting Standards Advisory Council, Chairman (2014-2015); Public Company Accounting Oversight Board, Standing Advisory Group, Member (until 2014); BlackRock, Inc. (investment management), Managing Director (until 2014); BlackRock Finco UK (investment management), Director (until 2014) Audit Committee Financial Expert. Interested Trustees receive no compensation from any Trust for their services as Trustees. |
| 2020-08-20 | Steven E. Buller (Age 69) Trustee February 2014 2020 Financial Accounting Standards Advisory Council, Chairman (2014-2015); Public Company Accounting Oversight Board, Standing Advisory Group, Member (until 2014); BlackRock, Inc., Managing Director (until 2014); Audit Committee Financial Expert. Committees: Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee. Total Trustee Compensation Paid by Trust and Fund Complex: $397,059 |
| 2021-08-27 | Steven E. Buller (age 70) Trustee since February 2014, Private investor, member of Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee |
| 2022-08-26 | Steven E. Buller (age 71) Trustee February 2014 Private investor Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee. Total Trustee Compensation Paid by Trust and Fund Complex: $419,750. |
| 2023-08-30 | Steven E. Buller (age 72) Trustee Private investor |
| 2024-08-23 | Steven E. Buller (age 72) Trustee February 2014 2026 Private investor Committees: Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee Compensation: $461,500 total annual compensation. |
| Filing Date | Source Excerpt |
|---|---|
| 2014-08-22 | Steven E. Buller (Age 63) Trustee February 2014 2014 Chairman, Financial Accounting Standards Advisory Council; Standing Advisory Group, Public Company Accounting Oversight Board, Member; BlackRock, Inc. (investment management), Managing Director (until 2014), BlackRock Finco UK (investment management), Director (until 2014) |
| 2015-08-21 | Steven E. Buller (Age 64) Trustee February 2014 2017 Chairman, Financial Accounting Standards Advisory Council; Standing Advisory Group, Public Company Accounting Oversight Board, Member (until 2014) |
| 2016-08-19 | Steven E. Buller (Age 65) Trustee February 2014 2017 Chairman, Financial Accounting Standards Advisory Council (until 2015); Standing Advisory Group, Public Company Accounting Oversight Board, Member (until 2014); BlackRock, Inc. (investment management), Managing Director (until 2014), BlackRock Finco UK (investment management), Director (until 2014) |
| 2017-08-24 | Steven E. Buller (Age 66) Trustee since February 2014; former Managing Director at BlackRock; member of Audit Committee and Compliance Committee; total compensation $356,238. |
| 2018-08-23 | Steven E. Buller (Age 67) Trustee February 2014 2020 Financial Accounting Standards Advisory Council, Chairman (2014-2015); Public Company Accounting Oversight Board, Standing Advisory Group, Member (until 2014); BlackRock, Inc. (investment management), Managing Director (until 2014); BlackRock Finco UK (investment management), Director (until 2014) |
| 2019-08-22 | Steven E. Buller (Age 68) Trustee February 2014 2020 Financial Accounting Standards Advisory Council, Chairman (2014-2015); Public Company Accounting Oversight Board, Standing Advisory Group, Member (until 2014); BlackRock, Inc. (investment management), Managing Director (until 2014); BlackRock Finco UK (investment management), Director (until 2014) |
| 2020-08-20 | Steven E. Buller (Age 69) Trustee February 2014 2020 Financial Accounting Standards Advisory Council, Chairman (2014-2015); Public Company Accounting Oversight Board, Standing Advisory Group, Member (until 2014); BlackRock, Inc. (investment management), Managing Director (until 2014); BlackRock Finco UK (investment management), Director (until 2014) |
| 2021-08-27 | Steven E. Buller (age 70) Trustee since February 2014, Private investor, member of Audit Committee, Nomination and Compensation Committee, Contracts Review Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee |
| 2022-08-26 | Steven E. Buller (age 71) Trustee February 2014 2023 Private investor Audit Committee Nomination and Compensation Committee Contracts Review Committee Portfolio Trading and Marketing Review Committee Pricing Committee Total Trustee Compensation Paid by Trust and Fund Complex $419,750 |
| 2023-08-30 | Steven E. Buller (age 72) Trustee, Private investor, Compensation $436,500, Committees: Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee |
| 2024-08-23 | Steven E. Buller (age 72) Trustee since February 2014; Private investor; Committees: Audit, Contracts Review, Nomination and Compensation, Portfolio Trading and Marketing Review, Pricing; Total Trustee Compensation Paid by Trust and MFS Fund Complex: $461,500. |
| Filing Date | Source Excerpt |
|---|---|
| 2014-08-22 | Steven E. Buller (Age 63) Trustee February 2014 2014 Chairman, Financial Accounting Standards Advisory Council; Standing Advisory Group, Public Company Accounting Oversight Board, Member; BlackRock, Inc. (investment management), Managing Director (until 2014), BlackRock Finco UK (investment management), Director (until 2014) |
| 2015-08-21 | Steven E. Buller (Age 64) Trustee February 2014 2017 Chairman, Financial Accounting Standards Advisory Council; Standing Advisory Group, Public Company Accounting Oversight Board, Member (until 2014) |
| 2016-08-19 | Steven E. Buller (Age 65) Trustee February 2014 2017 Chairman, Financial Accounting Standards Advisory Council (until 2015); Standing Advisory Group, Public Company Accounting Oversight Board, Member (until 2014); BlackRock, Inc. (investment management), Managing Director (until 2014), BlackRock Finco UK (investment management), Director (until 2014) |
| 2017-08-24 | Steven E. Buller (Age 66) Trustee February 2014 2017 Financial Accounting Standards Advisory Council, Chairman (2014- 2015); Public Company Accounting Oversight Board, Standing Advisory Group, Member (until 2014); BlackRock, Inc. (investment management), Managing Director (until 2014), BlackRock Finco UK (investment management), Director (until 2014) |
| 2018-08-23 | Steven E. Buller (Age 67) Trustee February 2014 2020 Financial Accounting Standards Advisory Council, Chairman (2014-2015); Public Company Accounting Oversight Board, Standing Advisory Group, Member (until 2014); BlackRock, Inc. (investment management), Managing Director (until 2014); BlackRock Finco UK (investment management), Director (until 2014) |
| 2019-08-22 | Steven E. Buller (Age 68) Trustee February 2014 2020 Financial Accounting Standards Advisory Council, Chairman (2014-2015); Public Company Accounting Oversight Board, Standing Advisory Group, Member (until 2014); BlackRock, Inc., Managing Director (until 2014); Audit Committee, Nomination and Compensation Committee, Contracts Review Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee; Total Trustee Compensation Paid by Trust and Fund Complex $387,279 |
| 2020-08-20 | Steven E. Buller (Age 69) Trustee February 2014 2020 Mr. Buller has substantial accounting, investment management, and executive experience. Committees: Audit Committee (Financial Expert), Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee. Total Trustee Compensation Paid by Trust and Fund Complex: $397,059. |
| 2021-08-27 | Steven E. Buller (age 70) Trustee since February 2014, Private investor, member of Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee |
| 2022-08-26 | Steven E. Buller (age 71) Trustee since February 2014; Private investor; serves on Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee; total compensation $419,750. |
| 2023-08-30 | Steven E. Buller (age 72) Trustee February 2014 2023 Private investor |
| 2024-08-23 | Steven E. Buller (age 72) Trustee February 2014 2026 Private investor Committees: Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee. Total Trustee Compensation Paid by Trust and MFS Fund Complex: $461,500. |
| Filing Date | Source Excerpt |
|---|---|
| 2014-08-22 | Steven E. Buller (Age 63) Trustee February 2014 2014 Chairman, Financial Accounting Standards Advisory Council; Standing Advisory Group, Public Company Accounting Oversight Board, Member; BlackRock, Inc. (investment management), Managing Director (until 2014), BlackRock Finco UK (investment management), Director (until 2014) |
| 2015-08-21 | Steven E. Buller (Age 64) Trustee February 2014 2017 Chairman, Financial Accounting Standards Advisory Council; Standing Advisory Group, Public Company Accounting Oversight Board, Member (until 2014) |
| 2016-08-19 | Steven E. Buller (Age 65) Trustee February 2014 2017 Chairman, Financial Accounting Standards Advisory Council (until 2015); Standing Advisory Group, Public Company Accounting Oversight Board, Member (until 2014); BlackRock, Inc. (investment management), Managing Director (until 2014), BlackRock Finco UK (investment management), Director (until 2014) |
| 2017-08-24 | Steven E. Buller (Age 66) Trustee February 2014 2017 Financial Accounting Standards Advisory Council, Chairman (2014- 2015); Public Company Accounting Oversight Board, Standing Advisory Group, Member (until 2014); BlackRock, Inc. (investment management), Managing Director (until 2014), BlackRock Finco UK (investment management), Director (until 2014) |
| 2018-08-23 | Steven E. Buller (Age 67) Trustee February 2014 2020 Financial Accounting Standards Advisory Council, Chairman (2014-2015); Public Company Accounting Oversight Board, Standing Advisory Group, Member (until 2014); BlackRock, Inc. (investment management), Managing Director (until 2014); BlackRock Finco UK (investment management), Director (until 2014) |
| 2019-08-22 | Steven E. Buller (Age 68) Trustee February 2014 2020 Financial Accounting Standards Advisory Council, Chairman (2014-2015); Public Company Accounting Oversight Board, Standing Advisory Group, Member (until 2014); BlackRock, Inc. (investment management), Managing Director (until 2014); BlackRock Finco UK (investment management), Director (until 2014) |
| 2020-08-20 | Steven E. Buller (Age 69) Trustee February 2014 2020 Financial Accounting Standards Advisory Council, Chairman (2014-2015); Public Company Accounting Oversight Board, Standing Advisory Group, Member (until 2014); BlackRock, Inc. (investment management), Managing Director (until 2014); BlackRock Finco UK (investment management), Director (until 2014) Total Trustee Compensation Paid by Trust and Fund Complex $397,059 |
| 2021-08-27 | Steven E. Buller (age 70) Trustee Independent Trustee Private investor |
| 2022-08-26 | Steven E. Buller (age 71) Trustee February 2014 Private investor Committees: Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee. Total Trustee Compensation Paid by Trust and Fund Complex: $419,750. |
| 2023-08-30 | Steven E. Buller (age 72) Trustee February 2014 2023 Private investor |
| 2024-08-23 | Steven E. Buller (age 72) Trustee since February 2014; Private investor; serves on Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee; total compensation $461,500. |
Data sourced from SEC filings. Last updated: 2025-10-12