Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2003-05-27 | Suzanne H. Woolsey(1) (61) Chief Communications Officer of the National Academy of Sciences/National Research Council ... Each of the New Nominees for Trustee was not a trustee of any of the Funds during such Fund's most recently completed fiscal year ended in 2002 and thus received no compensation from the Funds. |
| 2006-05-19 | Suzanne H. Woolsey, Ph.D.(1) (64) Trustee + Chief Communications Officer of the National Academy of Sciences/National Research Council, an independent, federally chartered policy institution, from 2001 to November 2003 and Chief Operating Officer from 1993 to 2001. Director of the Institute for Defense Analyses, a federally funded research and development center, Director of the German Marshall Fund of the United States, Director of the Rocky Mountain Institute and Trustee of Colorado College. Prior to 1993, Executive Director of the Commission on Behavioral and Social Sciences and Education at the National Academy of Sciences/National Research Council. From 1980 through 1989, Partner of Coopers & Lybrand. |
| 2009-05-05 | Suzanne H. Woolsey, Ph.D. (67) 815 Cumberstone Road Harwood, MD 20776 Trustee Chief Communications Officer of the National Academy of Sciences/National Research Council from 2001 to November 2003 and Chief Operating Officer from 1993 to 2001. Trustee/Director/Managing General Partner of funds in the Fund Complex. Trustee of Changing World Technologies, Inc., Director of Fluor Corp., Director of Intelligent Medical Devices, Inc., Director of the Institute for Defense Analyses, Director of the German Marshall Fund of the United States, Director of the Rocky Mountain Institute and Trustee of California Institute of Technology and the Colorado College. Brokerage and services committee member. Compensation Table shows total compensation including fund expenses $67,634, aggregate pension or retirement benefits $105,000, aggregate estimated annual benefits $228,531. |
| 2011-05-16 | Suzanne H. Woolsey, Ph.D. (69) 815 Cumberstone Road Harwood, MD 20776 Trustee Chief Communications Officer of the National Academy of Sciences and Engineering and Institute of Medicine/National Research Council, an independent, federally chartered policy institution, from 2001 to November 2003 and Chief Operating Officer from 1993 to 2001. Executive Director of the Commission on Behavioral and Social Sciences and Education at the National Academy of Sciences/National Research Council from 1989 to 1993. Prior to 1980, experience includes Partner of Coopers & Lybrand (from 1980 to 1989), Associate Director of the US Office of Management and Budget (from 1977 to 1980) and Program Director of the Urban Institute (from 1975 to 1977). Trustee/Managing General Partner of funds in the Fund Complex. Independent Director and audit committee chairperson of Changing World Technologies, Inc., an energy manufacturing company, since July 2008. Independent Director and member of audit and governance committees of Fluor Corp., a global engineering, construction and management company, since January 2004. Director of Intelligent Medical Devices, Inc., a private company which develops symptom-based diagnostic tools for viral respiratory infections. Advisory Board member of ExactCost LLC, a private company providing activity-based costing for hospitals, laboratories, clinics, and physicians, since 2008. Chairperson of the Board of Trustees of the Institute for Defense Analyses, a federally funded research and development center, since 2000. Trustee from 1992 to 2000 and 2002 to present, current chairperson of the finance committee, current member of the audit committee, strategic growth committee and executive committee, and former Chairperson of the Board of Trustees (from 1997 to 1999), of the German Marshall Fund of the United States, a public foundation. Lead Independent Trustee of the Rocky Mountain Institute, a non-profit energy and environmental institute; Trustee since 2004. Chairperson of the Board of Trustees of the Colorado College; Trustee since 1995. Trustee of California Institute of Technology. Previously, Independent Director and member of audit committee and governance committee of Neurogen Corporation from 1998 to 2006; and Independent Director of Arbros Communications from 2000 to 2002. |
| 2012-06-14 | Suzanne H. Woolsey. Ms. Woolsey has been a member of the Board of one or more funds in the Invesco fund complex since 2003. The Board believes that Ms. Woolsey's experience as a director of numerous organizations, her service as a Trustee of the funds in the Invesco fund complex and her experience as a director of other investment companies benefits the Funds. |
| 2014-07-18 | Suzanne H. Woolsey, Ph.D. (1941) - Current Trustee and Nominee - CEO of Woolsey Partners LLC - Trustee/Director/Managing General Partner of funds in the Fund Complex; Chair of the Board of Trustees of the Institute for Defense Analyses - Aggregate Compensation from the Funds: $69,806 - Total Compensation from Fund Complex: $86,000 |
| 2015-07-09 | Suzanne H. Woolsey, Ph.D. - 1941 Trustee Chief Executive Officer of Woolsey Partners LLC Formerly: Chief Operating Officer and Chief Communications Officer at the National Academy of Sciences and Engineering and Institute of Medicine/National Research Council from 1993 to 2003. Ms. Woolsey served as trustee to the former Van Kampen investment companies from 2003 to 2010. She continued to serve as trustee or managing general partner to certain Invesco closed-end funds, Invesco Senior Loan Fund, and Invesco Exchange Fund following the acquisition of the Van Kampen family of funds in 2010. Ms. Woolsey also served as an independent director to the Fluor Corporation, a multi-billion dollar global engineering, construction, and management company from 2004 to 2014. |
| 2016-07-20 | Suzanne H. Woolsey - 1941 Trustee Retired. Formerly: Chief Executive Officer of Woolsey Partners LLC. Member of the Audit Committee; Member of the Governance Committee; Member of the Investments Committee |
| Filing Date | Source Excerpt |
|---|---|
| 2003-05-27 | Suzanne H. Woolsey(1) (61) Chief Communications Officer of the National Academy of Sciences/National Research Council ... Trustee/Director of funds in the Open-End Fund Complex. ... Each of the New Nominees for Trustee was not a trustee of any of the Funds during such Fund's most recently completed fiscal year ended in 2002 and thus received no compensation from the Funds. |
| 2005-05-20 | Suzanne H. Woolsey, Ph.D.(1) Trustee Trustee Previously Chief Communications 80 (63) since 2003 Officer of the National Academy of Sciences/ National Research Council, an independent, federally chartered policy institution, from 2001 to November 2003 and Chief Operating Officer from 1993 to 2001. Director of the Institute for Defense Analyses, a federally funded research and development center, Director of the German Marshall Fund of the United States, Director of the Rocky Mountain Institute and Trustee of Colorado College. Prior to 1993, Executive Director of the Commission on Behavioral and Social Sciences and Education at the National Academy of Sciences/National Research Council. From 1980 through 1989, Partner of Coopers & Lybrand. |
| 2008-05-08 | Suzanne H. Woolsey, Ph.D.(1) Trustee + Chief Communications Officer of the 74 National Academy of Sciences/National ... The brokerage and services committee consists of Mesdames Heagy and Woolsey and Mr. Sonnenschein. ... Suzanne H. Woolsey...... (1) 62,697 105,000 208,601 |
| 2009-05-05 | Suzanne H. Woolsey, Ph.D. (67) 815 Cumberstone Road Harwood, MD 20776 Trustee Chief Communications Officer of the National Academy of Sciences/National Research Council. Trustee/Director/Managing General Partner of funds in the Fund Complex. Trustee of Changing World Technologies, Inc. Compensation Table shows total compensation including fund expenses, retirement benefits and estimated annual benefits totaling $400,165. Brokerage and services committee membership is mentioned. |
| 2011-05-16 | Suzanne H. Woolsey, Ph.D. (69) 815 Cumberstone Road Harwood, MD 20776 Trustee Chief Communications Officer of the National Academy of Sciences and Engineering and Institute of Medicine/National Research Council, an independent, federally chartered policy institution, from 2001 to November 2003 and Chief Operating Officer from 1993 to 2001. Executive Director of the Commission on Behavioral and Social Sciences and Education at the National Academy of Sciences/National Research Council from 1989 to 1993. Prior to 1980, experience includes Partner of Coopers & Lybrand (from 1980 to 1989), Associate Director of the US Office of Management and Budget (from 1977 to 1980) and Program Director of the Urban Institute (from 1975 to 1977). Trustee/Managing General Partner of funds in the Fund Complex. Independent Director and audit committee chairperson of Changing World Technologies, Inc., an energy manufacturing company, since July 2008. Independent Director and member of audit and governance committees of Fluor Corp., a global engineering, construction and management company, since January 2004. Director of Intelligent Medical Devices, Inc., a private company which develops symptom-based diagnostic tools for viral respiratory infections. Advisory Board member of ExactCost LLC, a private company providing activity-based costing for hospitals, laboratories, clinics, and physicians, since 2008. Chairperson of the Board of Trustees of the Institute for Defense Analyses, a federally funded research and development center, since 2000. Trustee from 1992 to 2000 and 2002 to present, current chairperson of the finance committee, current member of the audit committee, strategic growth committee and executive committee, and former Chairperson of the Board of Trustees (from 1997 to 1999), of the German Marshall Fund of the United States, a public foundation. Lead Independent Trustee of the Rocky Mountain Institute, a non-profit energy and environmental institute; Trustee since 2004. Chairperson of the Board of Trustees of the Colorado College; Trustee since 1995. Trustee of California Institute of Technology. Previously, Independent Director and member of audit committee and governance committee of Neurogen Corporation from 1998 to 2006; and Independent Director of Arbros Communications from 2000 to 2002. |
| 2013-06-20 | Suzanne H. Woolsey, Ph.D. (1941) Trustee Chief Executive Officer of Woolsey Partners LLC. Chief Communications Officer of the National Academy of Sciences and Engineering and Institute of Medicine/National Research Council, an independent, federally chartered policy institution, from 2001 to November 2003 and Chief Operating Officer from 1993 to 2001. Executive Director of the Commission on Behavioral and Social Sciences and Education at the National Academy of Sciences/National Research Council from 1989 to 1993. Prior to 1980, experience includes Partner of Coopers & Lybrand (from 1980 to 1989), Associate Director of the US Office of Management and Budget (from 1977 to 1980) and Program Director of the Urban Institute (from 1975 to 1977). Trustee/Managing General Partner of funds in the Fund Complex. Independent Director and audit committee chairperson of Changing World Technologies, Inc., an energy manufacturing company, since July 2008. Independent Director and member of audit and governance committees of Fluor Corp., a global engineering, construction and management company, since January 2004. Director of Intelligent Medical Devices, Inc., a private company which develops symptom-based diagnostic tools for viral respiratory infections. Advisory Board member of ExactCost LLC, a private company providing activity-based costing for hospitals, laboratories, clinics, and physicians, since 2008. Chairperson of the Board of Trustees of the Institute for Defense Analyses, a federally funded research and development center, since 2000. Trustee from 1992 to 2000 and 2002 to present, current chairperson of the finance committee, current member of the audit committee, strategic growth committee and executive committee, and former Chairperson of the Board of Trustees (from 1997 to 1999), of the German Marshall Fund of the United States, a public foundation. Lead Independent Trustee of the Rocky Mountain Institute, a non-profit energy and environmental institute; Trustee since 2004. Chairperson of the Board of Trustees of the Colorado College; Trustee since 1995. Trustee of California Institute of Technology. Previously, Independent Director and member of audit committee and governance committee of Neurogen Corporation from 1998 to 2006; and Independent Director of Arbros Communications from 2000 to 2002. Compensation: $66,145 from the Funds, $86,000 from the Fund Complex. |
| 2014-07-18 | Suzanne H. Woolsey, Ph.D. (1941) - Current Trustee and Nominee - CEO of Woolsey Partners LLC; Chief Communications Officer of the National Academy of Sciences and Engineering and Institute of Medicine/National Research Council - Trustee/Director/Managing General Partner of funds in the Fund Complex; Chair of the Board of Trustees of the Institute for Defense Analyses; Trustee of Colorado College; Trustee of California Institute of Technology - Compensation: $86,000 - Number of Funds Overseen: 140 |
| 2015-07-09 | Suzanne H. Woolsey, Ph.D. - 1941 Trustee Chief Executive Officer of Woolsey Partners LLC |
| 2016-07-20 | Suzanne H. Woolsey - 1941 Trustee Retired; Member of the Audit Committee, Governance Committee and Investments Committee. |
| Filing Date | Source Excerpt |
|---|---|
| 2003-05-27 | Suzanne H. Woolsey(1) (61) Chief Communications Officer of the National Academy of Sciences/National Research Council ... Trustee/Director of funds in the Open-End Fund Complex. ... Each of the New Nominees for Trustee was not a trustee of any of the Funds during such Fund's most recently completed fiscal year ended in 2002 and thus received no compensation from the Funds. |
| 2007-05-10 | Suzanne H. Woolsey, Ph.D.(1) (65) Trustee + Chief Communications Officer of the National Academy of Sciences/National Research Council. ... Trustee/Director/Managing General Partner of funds in the Fund Complex. ... COMPENSATION TABLE ... Suzanne H. Woolsey...... $57,060 ... BOARD COMMITTEES AND MEETINGS ... The brokerage and services committee consists of Mesdames Heagy and Woolsey and Mr. Sonnenschein. |
| 2011-05-16 | Suzanne H. Woolsey, Ph.D. (69) 815 Cumberstone Road Harwood, MD 20776 Trustee Chief Communications Officer of the National Academy of Sciences and Engineering and Institute of Medicine/National Research Council, an independent, federally chartered policy institution, from 2001 to November 2003 and Chief Operating Officer from 1993 to 2001. Executive Director of the Commission on Behavioral and Social Sciences and Education at the National Academy of Sciences/National Research Council from 1989 to 1993. Prior to 1980, experience includes Partner of Coopers & Lybrand (from 1980 to 1989), Associate Director of the US Office of Management and Budget (from 1977 to 1980) and Program Director of the Urban Institute (from 1975 to 1977). Trustee/Managing General Partner of funds in the Fund Complex. Independent Director and audit committee chairperson of Changing World Technologies, Inc., an energy manufacturing company, since July 2008. Independent Director and member of audit and governance committees of Fluor Corp., a global engineering, construction and management company, since January 2004. Director of Intelligent Medical Devices, Inc., a private company which develops symptom-based diagnostic tools for viral respiratory infections. Advisory Board member of ExactCost LLC, a private company providing activity-based costing for hospitals, laboratories, clinics, and physicians, since 2008. Chairperson of the Board of Trustees of the Institute for Defense Analyses, a federally funded research and development center, since 2000. Trustee from 1992 to 2000 and 2002 to present, current chairperson of the finance committee, current member of the audit committee, strategic growth committee and executive committee, and former Chairperson of the Board of Trustees (from 1997 to 1999), of the German Marshall Fund of the United States, a public foundation. Lead Independent Trustee of the Rocky Mountain Institute, a non-profit energy and environmental institute; Trustee since 2004. Chairperson of the Board of Trustees of the Colorado College; Trustee since 1995. Trustee of California Institute of Technology. Previously, Independent Director and member of audit committee and governance committee of Neurogen Corporation from 1998 to 2006; and Independent Director of Arbros Communications from 2000 to 2002. |
| 2013-06-20 | Suzanne H. Woolsey, Ph.D. (1941) Trustee Chief Executive Officer of Woolsey Partners LLC. Chief Communications Officer of the National Academy of Sciences and Engineering and Institute of Medicine/National Research Council, an independent, federally chartered policy institution, from 2001 to November 2003 and Chief Operating Officer from 1993 to 2001. Executive Director of the Commission on Behavioral and Social Sciences and Education at the National Academy of Sciences/National Research Council from 1989 to 1993. Prior to 1980, experience includes Partner of Coopers & Lybrand (from 1980 to 1989), Associate Director of the US Office of Management and Budget (from 1977 to 1980) and Program Director of the Urban Institute (from 1975 to 1977). Trustee/Managing General Partner of funds in the Fund Complex. Independent Director and audit committee chairperson of Changing World Technologies, Inc., an energy manufacturing company, since July 2008. Independent Director and member of audit and governance committees of Fluor Corp., a global engineering, construction and management company, since January 2004. Director of Intelligent Medical Devices, Inc., a private company which develops symptom-based diagnostic tools for viral respiratory infections. Advisory Board member of ExactCost LLC, a private company providing activity-based costing for hospitals, laboratories, clinics, and physicians, since 2008. Chairperson of the Board of Trustees of the Institute for Defense Analyses, a federally funded research and development center, since 2000. Trustee from 1992 to 2000 and 2002 to present, current chairperson of the finance committee, current member of the audit committee, strategic growth committee and executive committee, and former Chairperson of the Board of Trustees (from 1997 to 1999), of the German Marshall Fund of the United States, a public foundation. Lead Independent Trustee of the Rocky Mountain Institute, a non-profit energy and environmental institute; Trustee since 2004. Chairperson of the Board of Trustees of the Colorado College; Trustee since 1995. Trustee of California Institute of Technology. Previously, Independent Director and member of audit committee and governance committee of Neurogen Corporation from 1998 to 2006; and Independent Director of Arbros Communications from 2000 to 2002. Compensation: $66,145 from the Funds, $86,000 from the Fund Complex. |
| 2014-07-18 | Suzanne H. Woolsey, Ph.D. (1941) - Current Trustee and Nominee - CEO of Woolsey Partners LLC - Trustee/Director/Managing General Partner of funds in the Fund Complex; Chair of the Board of Trustees of the Institute for Defense Analyses - Aggregate Compensation from Fund Complex: $86,000 |
| 2016-07-20 | Suzanne H. Woolsey - 1941 Trustee Retired. Formerly: Chief Executive Officer of Woolsey Partners LLC; Director, SunShare LLC; Trustee, Ocean Conservancy; Emeritus Chair of the Board of Trustees of the Institute for Defense Analyses and of Colorado College; Trustee, Chair, Business and Finance Committee of California Institute of Technology |
| Filing Date | Source Excerpt |
|---|---|
| 2003-05-27 | Suzanne H. Woolsey(1) (61) Chief Communications Officer of the National Academy of Sciences/National Research Council ... Trustee/Director of funds in the Open-End Fund Complex. ... Each of the New Nominees for Trustee was not a trustee of any of the Funds during such Fund's most recently completed fiscal year ended in 2002 and thus received no compensation from the Funds. |
| 2005-10-05 | Suzanne H. Woolsey, Ph.D.(1) (63) Trustee + Previously Chief Communications Officer of the National Academy of Sciences ... Trustee/Director/Managing General Partner of funds in the Fund Complex. ... The brokerage and services committee consists of Linda Hutton Heagy, Hugo F. Sonnenschein and Suzanne H. Woolsey. |
| 2011-05-16 | Suzanne H. Woolsey (69) ... Trustee ... Chief Communications Officer of the National Academy of Sciences ... Trustee/Managing General Partner of funds in the Fund Complex ... brokerage and services committee ... 143,999 |
| 2014-07-18 | Suzanne H. Woolsey, Ph.D. (1941) - Current Trustee and Nominee - Chief Executive Officer of Woolsey Partners LLC - Member of the Houston Board; Chair of the Houston Governance Committee - Aggregate Compensation from the Funds: $69,806 |
| 2015-07-09 | Suzanne H. Woolsey, Ph.D. - 1941 Trustee Chief Executive Officer of Woolsey Partners LLC Committees: Audit Committee, Governance Committee, Investments Committee. Compensation received by the Trustees of the Funds as of fiscal year ended February 28, 2015 is shown on Annex B. |
| 2016-07-20 | Suzanne H. Woolsey - 1941 Trustee Retired. Formerly: Chief Executive Officer of Woolsey Partners LLC; Director, SunShare LLC; Trustee, Ocean Conservancy; Emeritus Chair of the Board of Trustees of the Institute for Defense Analyses and of Colorado College; Trustee, Chair, Business and Finance Committee of California Institute of Technology; Prior to 2014, Director of Fluor Corp.; Prior to 2010, Trustee of the German Marshall Fund of the United States; Prior to 2010, Trustee of the Rocky Mountain Institute. |
| Filing Date | Source Excerpt |
|---|---|
| 2015-07-09 | Suzanne H. Woolsey, Ph.D. - 1941 Trustee Chief Executive Officer of Woolsey Partners LLC She was formerly the chief operating officer and chief communications officer at the National Academy of Sciences and Engineering and Institute of Medicine/National Research Council from 1993 to 2003. Ms. Woolsey served as trustee to the former Van Kampen investment companies from 2003 to 2010. She continued to serve as trustee or managing general partner to certain Invesco closed-end funds, Invesco Senior Loan Fund, and Invesco Exchange Fund following the acquisition of the Van Kampen family of funds in 2010. Ms. Woolsey also served as an independent director to the Fluor Corporation, a multi-billion dollar global engineering, construction, and management company from 2004 to 2014. Additionally, she served as independent director to the Neurogen Corporation, which is a publicly traded small molecule drug design company, from 1998 to 2006. The Board believes that Ms. Woolseys experience as an independent director of numerous organizations benefits the Funds. The members of the Audit Committee are Messrs. David C. Arch, James T. Bunch, Bruce L. Crockett, Rodney Dammeyer (Vice-Chair), Raymond Stickel, Jr. (Chair), Dr. Larry Soll and Ms. Suzanne Woolsey. The Governance Committee members include Messrs. Arch, Crockett, Albert R. Dowden (Chair), Jack M. Fields (Vice-Chair), Hugo F. Sonnenschein, Dr. Prema Mathai-Davis and Ms. Woolsey. The Investments Committee members include Messrs. Arch, Bunch (Chair), Crockett, Dammeyer (Vice-Chair), Dowden, Fields (Vice-Chair), Martin L. Flanagan, Sonnenschein (Vice-Chair), Stickel, Philip A. Taylor, Ms. Woolsey and Drs. Mathai-Davis and Soll. |
| 2016-07-20 | Suzanne H. Woolsey - 1941 Trustee Retired; Former CEO of Woolsey Partners LLC; Trustee, Ocean Conservancy; Chair of the Business and Finance Committee of California Institute of Technology. |
| Filing Date | Source Excerpt |
|---|---|
| 2003-05-27 | Suzanne H. Woolsey(1) (61) Chief Communications Officer of the National Academy of Sciences. Trustee/Director of funds in the Open-End Fund Complex. No compensation from the Funds as a new nominee. |
| 2005-10-05 | Suzanne H. Woolsey, Ph.D.(1) Trustee + Previously Chief Communications 76 (63) Officer of the National Academy of Sciences/ National Research Council, an independent, federally chartered policy institution, from 2001 to November 2003 and Chief Operating Officer from 1993 to 2001. Director of the Institute for Defense Analyses, a federally funded research and development center, Director of the German Marshall Fund of the United States, Director of the Rocky Mountain Institute and Trustee of Colorado College. Prior to 1993, Executive Director of the Commission on Behavioral and Social Sciences and Education at the National Academy of Sciences/National Research Council. From 1980 through 1989, Partner of Coopers & Lybrand. NAME, AGE AND ADDRESS OTHER DIRECTORSHIPS OF TRUSTEE HELD BY TRUSTEE Suzanne H. Woolsey, Ph.D.(1) Trustee/Director/Managing General Partner of funds in the Fund Complex. Director of Fluor Corp., an engineering, procurement and construction organization, since January 2004 and Director of Neurogen Corporation, a pharmaceutical company, since January 1998. REMUNERATION OF TRUSTEES The compensation of Trustees and executive officers that are affiliated persons (as defined in 1940 Act) of Asset Management or Van Kampen is paid by the respective entity. The funds in the Fund Complex, including the Funds, pay the non-affiliated Trustees an annual retainer and meeting fees. Each fund in the Fund Complex (except the Van Kampen Exchange Fund) provides a deferred compensation plan to its non-affiliated Trustees that allows such Trustees to defer receipt of compensation and earn a return on such deferred amounts based upon the return of the common shares of the funds in the Fund Complex as selected by the respective non-affiliated Trustees. Each fund in the Fund Complex (except the Van Kampen Exchange Fund) also provides a retirement plan to its non-affiliated Trustees that provides non-affiliated Trustees with compensation after retirement, provided that certain eligibility requirements are met as more fully described below. Each non-affiliated Trustee generally can elect to defer receipt of all or a portion of the compensation earned by such non-affiliated Trustee until retirement. Amounts deferred are retained by the respective fund and earn a rate of return determined by reference to the return on the common shares of such fund or other funds in the Fund Complex as selected by the respective non-affiliated Trustee, with the same economic effect as if such non-affiliated Trustee had invested in one or more funds in the Fund Complex, including the Funds. To the extent permitted by the 1940 Act, each Fund may invest in securities of those funds selected by the non-affiliated Trustees in order to match the deferred compensation obligation. The deferred compensation plan is not funded and obligations thereunder represent general unsecured claims against the general assets of the respective Fund. Each Fund has adopted a retirement plan. Under the retirement plan, a non-affiliated Trustee who is receiving Trustee's compensation from a Fund prior to such non-affiliated Trustee's retirement, has at least 10 years of service (including years of service prior to adoption of the retirement plan) for such Fund and retires at or after attaining the age of 60, is eligible to receive a retirement benefit each year for ten years following such Trustee's retirement from such Fund. Non-affiliated Trustees retiring prior to the age of 60 or with fewer than 10 years but more than 5 years of service may receive reduced retirement benefits from a Fund. Each Trustee has served as a member of each Fund's Board of Trustees since the year of such Trustee's appointment or election as set forth on Annex C to this Proxy Statement. COMPENSATION TABLE FUND COMPLEX ---------------------------------------------------------- TOTAL COMPENSATION AGGREGATE AGGREGATE PENSION OR AGGREGATE ESTIMATED BEFORE COMPENSATION RETIREMENT BENEFITS ANNUAL BENEFITS DEFERRAL FROM FROM EACH ACCRUED AS PART OF UPON FUND NAME(1) FUND(2) EXPENSES(3) RETIREMENT(4) COMPLEX(5) ------- ------------ -------------------- ------------------- ------------- INDEPENDENT TRUSTEES Suzanne H. Woolsey, Ph.D.(1) (2) 58,450........ 142,500 200,002 BOARD COMMITTEES AND MEETINGS Each Fund's Board of Trustees has three standing committees (an audit committee, a brokerage and services committee and a governance committee). Each committee is comprised solely of "Independent Trustees", which is defined for purposes herein as trustees who: (1) are not "interested persons" of the Fund as defined by the 1940 Act and (2) are "independent" of the respective Fund as defined by the New York Stock Exchange, American Stock Exchange and Chicago Stock Exchange listing standards. Each Board's brokerage and services committee consists of Linda Hutton Heagy, Hugo F. Sonnenschein and Suzanne H. Woolsey. |
| 2006-05-19 | Suzanne H. Woolsey, Ph.D.(1) (64) Trustee Chief Communications Officer of the National Academy of Sciences ... Trustee/Director/Managing General Partner of funds in the Fund Complex. ... COMPENSATION TABLE ... Suzanne H. Woolsey...... $68,505 ... BOARD COMMITTEES AND MEETINGS ... The brokerage and services committee consists of Mesdames Heagy and Woolsey and Mr. Sonnenschein. |
| 2009-05-05 | Suzanne H. Woolsey, Ph.D. (67) 815 Cumberstone Road Harwood, MD 20776 Trustee Chief Communications Officer of the National Academy of Sciences/National Research Council from 2001 to November 2003 and Chief Operating Officer from 1993 to 2001. Trustee/Director/Managing General Partner of funds in the Fund Complex. Trustee of Changing World Technologies, Inc. since July 2008. Brokerage and services committee member. Compensation Table shows total compensation including fund expenses $67,634, aggregate pension or retirement benefits $105,000, aggregate estimated annual benefits $228,531. |
| 2010-06-11 | Suzanne H. Woolsey, Ph.D. (68) ... Trustee ... Chief Communications Officer of the National Academy of Sciences ... Trustee/Managing General Partner of funds in the Fund Complex. ... Member of the brokerage and services committee ... Brokerage and services committee consists of Mesdames Heagy and Woolsey and Mr. Sonnenschein. ... Compensation Table: Suzanne H. Woolsey, Annual Compensation $105,000. |
| 2011-05-16 | Suzanne H. Woolsey, Ph.D. (69) 815 Cumberstone Road Harwood, MD 20776 Trustee Chief Communications Officer of the National Academy of Sciences and Engineering and Institute of Medicine/National Research Council, an independent, federally chartered policy institution, from 2001 to November 2003 and Chief Operating Officer from 1993 to 2001. Executive Director of the Commission on Behavioral and Social Sciences and Education at the National Academy of Sciences/National Research Council from 1989 to 1993. Prior to 1980, experience includes Partner of Coopers & Lybrand (from 1980 to 1989), Associate Director of the US Office of Management and Budget (from 1977 to 1980) and Program Director of the Urban Institute (from 1975 to 1977). Trustee/Managing General Partner of funds in the Fund Complex. Independent Director and audit committee chairperson of Changing World Technologies, Inc., an energy manufacturing company, since July 2008. Independent Director and member of audit and governance committees of Fluor Corp., a global engineering, construction and management company, since January 2004. Director of Intelligent Medical Devices, Inc., a private company which develops symptom-based diagnostic tools for viral respiratory infections. Advisory Board member of ExactCost LLC, a private company providing activity-based costing for hospitals, laboratories, clinics, and physicians, since 2008. Chairperson of the Board of Trustees of the Institute for Defense Analyses, a federally funded research and development center, since 2000. Trustee from 1992 to 2000 and 2002 to present, current chairperson of the finance committee, current member of the audit committee, strategic growth committee and executive committee, and former Chairperson of the Board of Trustees (from 1997 to 1999), of the German Marshall Fund of the United States, a public foundation. Lead Independent Trustee of the Rocky Mountain Institute, a non-profit energy and environmental institute; Trustee since 2004. Chairperson of the Board of Trustees of the Colorado College; Trustee since 1995. Trustee of California Institute of Technology. Previously, Independent Director and member of audit committee and governance committee of Neurogen Corporation from 1998 to 2006; and Independent Director of Arbros Communications from 2000 to 2002. |
| 2014-07-18 | Suzanne H. Woolsey, Ph.D. (1941) - Current Trustee and Nominee - CEO of Woolsey Partners LLC; Chief Communications Officer of the National Academy of Sciences and Engineering and Institute of Medicine/National Research Council - Trustee/Director/Managing General Partner of funds in the Fund Complex; Chair of the Board of Trustees of the Institute for Defense Analyses; Trustee of Colorado College; Trustee of California Institute of Technology - Aggregate Compensation from Fund Complex: $86,000 |
| 2015-07-09 | Suzanne H. Woolsey, Ph.D. - 1941 Trustee Chief Executive Officer of Woolsey Partners LLC; Formerly: Chief Operating Officer and Chief Communications Officer at the National Academy of Sciences and Engineering and Institute of Medicine/National Research Council; Trustee to the former Van Kampen investment companies; Independent director to Fluor Corporation; Independent director to Neurogen Corporation. |
| Filing Date | Source Excerpt |
|---|---|
| 2003-05-27 | Suzanne H. Woolsey(1) (61) Chief Communications Officer of the National Academy of Sciences/National Research Council... Trustee/Director of funds in the Open-End Fund Complex... Each of the New Nominees for Trustee was not a trustee of any of the Funds during such Fund's most recently completed fiscal year ended in 2002 and thus received no compensation from the Funds. |
| 2005-10-05 | Suzanne H. Woolsey, Ph.D.(1) Trustee + Previously Chief Communications 76 Officer of the National Academy of Sciences/ National Research Council, an independent, federally chartered policy institution, from 2001 to November 2003 and Chief Operating Officer from 1993 to 2001. |
| 2006-05-19 | Suzanne H. Woolsey, Ph.D.(1) (64) Trustee + Chief Communications Officer of the National Academy of Sciences/National Research Council, an independent, federally chartered policy institution, from 2001 to November 2003 and Chief Operating Officer from 1993 to 2001. Director of the Institute for Defense Analyses, a federally funded research and development center, Director of the German Marshall Fund of the United States, Director of the Rocky Mountain Institute and Trustee of Colorado College. Prior to 1993, Executive Director of the Commission on Behavioral and Social Sciences and Education at the National Academy of Sciences/National Research Council. From 1980 through 1989, Partner of Coopers & Lybrand. |
| 2009-05-05 | Suzanne H. Woolsey, Ph.D. (67) 815 Cumberstone Road Harwood, MD 20776 Trustee Chief Communications Officer of the National Academy of Sciences/National Research Council. Brokerage and services committee member. Compensation Table shows total compensation including fund expenses $67,634, aggregate pension or retirement benefits $105,000, aggregate estimated annual benefits $228,531. |
| 2011-05-16 | Suzanne H. Woolsey (69) ... Trustee ... Chief Communications Officer of the National Academy of Sciences ... Trustee/Managing General Partner of funds in the Fund Complex ... brokerage and services committee ... 143,999 |
| 2012-07-03 | Suzanne H. Woolsey. Independent Trustee. Trustee of the Funds. Member of the Governance Committee. Compensation: $7,074 from the Acquiring Fund, $95,000 from Fund Complex. |
| 2014-07-18 | Suzanne H. Woolsey, Ph.D. (1941) - Current Trustee and Nominee - CEO of Woolsey Partners LLC - Trustee/Director/Managing General Partner of funds in the Fund Complex; Chair of the Board of Trustees of the Institute for Defense Analyses - Aggregate Compensation from Fund Complex: $86,000 |
| 2015-07-09 | Suzanne H. Woolsey, Ph.D. - 1941 Trustee Chief Executive Officer of Woolsey Partners LLC |
| 2016-07-20 | Suzanne H. Woolsey - 1941 Trustee Retired. Formerly: Chief Executive Officer of Woolsey Partners LLC; Director, SunShare LLC; Trustee, Ocean Conservancy; Emeritus Chair of the Board of Trustees of the Institute for Defense Analyses and of Colorado College; Trustee, Chair, Business and Finance Committee of California Institute of Technology. |
| Filing Date | Source Excerpt |
|---|---|
| 2003-05-27 | Suzanne H. Woolsey(1) (61) Chief Communications Officer of the National Academy of Sciences/National Research Council ... Trustee/Director of funds in the Open-End Fund Complex. ... Each of the New Nominees for Trustee was not a trustee of any of the Funds during such Fund's most recently completed fiscal year ended in 2002 and thus received no compensation from the Funds. |
| 2007-05-10 | Suzanne H. Woolsey, Ph.D.(1) (65) Trustee + Chief Communications Officer of the National Academy of Sciences/National Research Council. ... Trustee/Director/Managing General Partner of funds in the Fund Complex. ... COMPENSATION TABLE ... Suzanne H. Woolsey...... $57,060 ... BOARD COMMITTEES AND MEETINGS ... The brokerage and services committee consists of Mesdames Heagy and Woolsey and Mr. Sonnenschein. |
| 2009-05-05 | Suzanne H. Woolsey, Ph.D. (67) 815 Cumberstone Road Harwood, MD 20776 Trustee Chief Communications Officer of the National Academy of Sciences/National Research Council. Trustee/Director/Managing General Partner of funds in the Fund Complex. Trustee of Changing World Technologies, Inc., an energy manufacturing company, since July 2008. Director of Fluor Corp., an engineering, procurement and construction organization, since January 2004. Director of Intelligent Medical Devices, Inc., a symptom based diagnostic tool for physicians and clinical labs. Director of the Institute for Defense Analyses, a federally funded research and development center, Director of the German Marshall Fund of the United States, Director of the Rocky Mountain Institute and Trustee of California Institute of Technology and the Colorado College. Compensation Table: $67,634 Fund Complex Compensation + $105,000 Aggregate Pension or Retirement Benefits + $228,531 Aggregate Estimated Annual Benefits. Board Committees: Brokerage and services committee consists of Mesdames Heagy and Woolsey and Mr. Sonnenschein. |
| 2011-05-16 | Suzanne H. Woolsey, Ph.D. (69) 815 Cumberstone Road Harwood, MD 20776 Trustee Chief Communications Officer of the National Academy of Sciences and Engineering and Institute of Medicine/National Research Council, an independent, federally chartered policy institution, from 2001 to November 2003 and Chief Operating Officer from 1993 to 2001. Executive Director of the Commission on Behavioral and Social Sciences and Education at the National Academy of Sciences/National Research Council from 1989 to 1993. Prior to 1980, experience includes Partner of Coopers & Lybrand (from 1980 to 1989), Associate Director of the US Office of Management and Budget (from 1977 to 1980) and Program Director of the Urban Institute (from 1975 to 1977). Trustee/Managing General Partner of funds in the Fund Complex. Independent Director and audit committee chairperson of Changing World Technologies, Inc., an energy manufacturing company, since July 2008. Independent Director and member of audit and governance committees of Fluor Corp., a global engineering, construction and management company, since January 2004. Director of Intelligent Medical Devices, Inc., a private company which develops symptom-based diagnostic tools for viral respiratory infections. Advisory Board member of ExactCost LLC, a private company providing activity-based costing for hospitals, laboratories, clinics, and physicians, since 2008. Chairperson of the Board of Trustees of the Institute for Defense Analyses, a federally funded research and development center, since 2000. Trustee from 1992 to 2000 and 2002 to present, current chairperson of the finance committee, current member of the audit committee, strategic growth committee and executive committee, and former Chairperson of the Board of Trustees (from 1997 to 1999), of the German Marshall Fund of the United States, a public foundation. Lead Independent Trustee of the Rocky Mountain Institute, a non-profit energy and environmental institute; Trustee since 2004. Chairperson of the Board of Trustees of the Colorado College; Trustee since 1995. Trustee of California Institute of Technology. Previously, Independent Director and member of audit committee and governance committee of Neurogen Corporation from 1998 to 2006; and Independent Director of Arbros Communications from 2000 to 2002. |
| 2013-06-20 | Suzanne H. Woolsey, Ph.D. (1941) Trustee Chief Executive Officer of Woolsey Partners LLC. Chief Communications Officer of the National Academy of Sciences and Engineering and Institute of Medicine/National Research Council, an independent, federally chartered policy institution, from 2001 to November 2003 and Chief Operating Officer from 1993 to 2001. Executive Director of the Commission on Behavioral and Social Sciences and Education at the National Academy of Sciences/National Research Council from 1989 to 1993. Prior to 1980, experience includes Partner of Coopers & Lybrand (from 1980 to 1989), Associate Director of the US Office of Management and Budget (from 1977 to 1980) and Program Director of the Urban Institute (from 1975 to 1977). Trustee/Managing General Partner of funds in the Fund Complex. Independent Director and audit committee chairperson of Changing World Technologies, Inc., an energy manufacturing company, since July 2008. Independent Director and member of audit and governance committees of Fluor Corp., a global engineering, construction and management company, since January 2004. Director of Intelligent Medical Devices, Inc., a private company which develops symptom-based diagnostic tools for viral respiratory infections. Advisory Board member of ExactCost LLC, a private company providing activity-based costing for hospitals, laboratories, clinics, and physicians, since 2008. Chairperson of the Board of Trustees of the Institute for Defense Analyses, a federally funded research and development center, since 2000. Trustee from 1992 to 2000 and 2002 to present, current chairperson of the finance committee, current member of the audit committee, strategic growth committee and executive committee, and former Chairperson of the Board of Trustees (from 1997 to 1999), of the German Marshall Fund of the United States, a public foundation. Lead Independent Trustee of the Rocky Mountain Institute, a non-profit energy and environmental institute; Trustee since 2004. Chairperson of the Board of Trustees of the Colorado College; Trustee since 1995. Trustee of California Institute of Technology. Previously, Independent Director and member of audit committee and governance committee of Neurogen Corporation from 1998 to 2006; and Independent Director of Arbros Communications from 2000 to 2002. |
| 2014-07-18 | Suzanne H. Woolsey, Ph.D. (1941) Current Trustee and Nominee Chief Executive Officer of Woolsey Partners LLC; Chief Communications Officer of the National Academy of Sciences and Engineering and Institute of Medicine/National Research Council, an independent, federally chartered policy institution, from 2001 to November 2003 and Chief Operating Officer from 1993 to 2001 Trustee/Director/Managing General Partner of funds in the Fund Complex; Chair of the Board of Trustees of the Institute for Defense Analyses, a federally funded research and development center; Trustee of Colorado College; Trustee of California Institute of Technology; Previously, from 2004-2014, Director of Fluor Corp., a global engineering, construction and management company; Previously, from 1992-2000 and 2002-2010, Trustee of the German Marshall Fund of the United States, a public foundation; Previously, from 2004-2010, Trustee of the Rocky Mountain Institute, a non-profit energy and environmental institute; Previously, from 2008-2009, Director of Changing World Technologies, Inc., an energy manufacturing company; Previously, from 2006-2009, Director of Intelligent Medical Devices, Inc., a private company which develops diagnostic medical tools |
| 2015-07-09 | Suzanne H. Woolsey, Ph.D. - 1941 Trustee Chief Executive Officer of Woolsey Partners LLC Ms. Woolsey has been a member of the Board of Trustees of the other Invesco Funds since 2014. Ms. Woolsey is the Chief Executive Officer of Woolsey Partners LLC. She was formerly the chief operating officer and chief communications officer at the National Academy of Sciences and Engineering and Institute of Medicine/National Research Council from 1993 to 2003. Ms. Woolsey served as trustee to the former Van Kampen investment companies from 2003 to 2010. She continued to serve as trustee or managing general partner to certain Invesco closed-end funds, Invesco Senior Loan Fund, and Invesco Exchange Fund following the acquisition of the Van Kampen family of funds in 2010. Ms. Woolsey also served as an independent director to the Fluor Corporation, a multi-billion dollar global engineering, construction, and management company from 2004 to 2014. Additionally, she served as independent director to the Neurogen Corporation, which is a publicly traded small molecule drug design company, from 1998 to 2006. The Board believes that Ms. Woolsey's experience as an independent director of numerous organizations benefits the Funds. |
| 2016-07-20 | Suzanne H. Woolsey - 1941 Trustee Retired CEO of Woolsey Partners LLC; Member of Audit Committee, Governance Committee and Investments Committee. |
| Filing Date | Source Excerpt |
|---|---|
| 2015-07-09 | Suzanne H. Woolsey, Ph.D. - 1941 Trustee Chief Executive Officer of Woolsey Partners LLC |
| 2016-07-20 | Suzanne H. Woolsey has been a member of the Board of Trustees of the Invesco Funds since 2014. Ms. Woolsey served as Director or Trustee of investment companies in the Van Kampen Funds complex from 2003 to 2010. The Board believes that Ms. Woolsey's experience as an independent director of numerous organizations and her service as a Trustee of certain Invesco closed-end funds, Invesco Exchange Fund, and Invesco Senior Loan Fund benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2003-05-27 | Suzanne H. Woolsey(1) (61) Chief Communications Officer of the National Academy of Sciences/National Research Council ... Trustee/Director of funds in the Open-End Fund Complex. ... Each of the New Nominees for Trustee was not a trustee of any of the Funds during such Fund's most recently completed fiscal year ended in 2002 and thus received no compensation from the Funds. |
| 2006-05-19 | Suzanne H. Woolsey, Ph.D.(1) Trustee + Chief Communications Officer of the 65**
(64) National Academy of Sciences/National
815 Cumberstone Road Research Council, an independent,
federally chartered policy
institution, from 2001 to November
2003 and Chief Operating Officer from
1993 to 2001. Director of the
Institute for Defense Analyses, a
federally funded research and
development center, Director of the
German Marshall Fund of the United
States, Director of the Rocky
Mountain Institute and Trustee of
Colorado College. Prior to 1993,
Executive Director of the Commission
on Behavioral and Social Sciences and
Education at the National Academy of
Sciences/National Research Council.
From 1980 through 1989, Partner of
Coopers & Lybrand.
REMUNERATION OF TRUSTEES
The compensation of Trustees and executive officers that are affiliated
persons (as defined in 1940 Act) of Asset Management or Van Kampen is paid by
the respective affiliated entity. The funds in the Fund Complex, including the
Funds, pay the non-affiliated Trustees an annual retainer and meeting fees for
services to funds in the Fund Complex.
Each fund in the Fund Complex (except the Van Kampen Exchange Fund) provides a
deferred compensation plan to its non-affiliated Trustees that allows such
Trustees to defer receipt of compensation and earn a return on such deferred
amounts based upon the return of the common shares of the funds in the Fund
Complex as selected by the respective non-affiliated Trustees. Each fund in the
Fund Complex (except the Van Kampen Exchange Fund) also provides a retirement
plan to its non-affiliated Trustees that provides non-affiliated Trustees with
compensation after retirement, provided that certain eligibility requirements
are met as more fully described below.
Each non-affiliated Trustee generally can elect to defer receipt of all or a
portion of the compensation earned by such non-affiliated Trustee until
retirement. Amounts deferred are retained by the respective fund and earn a rate
of return determined by reference to the return on the common shares of such
fund or other funds in the Fund Complex as selected by the respective
non-affiliated Trustee, with the same economic effect as if such non-affiliated
Trustee had invested in one or more funds in the Fund Complex, including the
Funds. To the extent permitted by the 1940 Act, each Fund may invest in
securities of those funds selected by the non-affiliated Trustees in order to
match the deferred compensation obligation. The deferred compensation plan is
not funded and obligations thereunder represent general unsecured claims against
the general assets of the respective Fund.
Each Fund has adopted a retirement plan. Under the retirement plan, a
non-affiliated Trustee who is receiving Trustee's compensation from a Fund prior
to such non-affiliated Trustee's retirement, has at least 10 years of service
(including years of service prior to adoption of the retirement plan) for such
Fund and retires at or after attaining the age of 60, is eligible to receive a
retirement benefit each year for ten years following such Trustee's retirement
from such Fund. Non-affiliated Trustees retiring prior to the age of 60 or with
fewer than 10 years but more than 5 years of service may receive reduced
retirement benefits from a Fund. Each Trustee has served as a member of each
Fund's Board of Trustees since the year of such Trustee's appointment or
election as set forth on Annex C to this Proxy Statement.
COMPENSATION TABLE
FUND COMPLEX
----------------------------------------------------------
TOTAL
COMPENSATION
AGGREGATE AGGREGATE PENSION OR AGGREGATE ESTIMATED BEFORE
COMPENSATION RETIREMENT BENEFITS ANNUAL BENEFITS DEFERRAL FROM
FROM EACH ACCRUED AS PART OF UPON FUND
NAME(1) FUND(2) EXPENSES(3) RETIREMENT(4) COMPLEX(5)
------- ------------ -------------------- ------------------- -------------
|
| 2011-05-16 | Suzanne H. Woolsey, Ph.D. (69) 815 Cumberstone Road Harwood, MD 20776 Trustee Chief Communications Officer of the National Academy of Sciences and Engineering and Institute of Medicine/National Research Council, an independent, federally chartered policy institution, from 2001 to November 2003 and Chief Operating Officer from 1993 to 2001. Executive Director of the Commission on Behavioral and Social Sciences and Education at the National Academy of Sciences/National Research Council from 1989 to 1993. Prior to 1980, experience includes Partner of Coopers & Lybrand (from 1980 to 1989), Associate Director of the US Office of Management and Budget (from 1977 to 1980) and Program Director of the Urban Institute (from 1975 to 1977). Trustee/Managing General Partner of funds in the Fund Complex. Independent Director and audit committee chairperson of Changing World Technologies, Inc., an energy manufacturing company, since July 2008. Independent Director and member of audit and governance committees of Fluor Corp., a global engineering, construction and management company, since January 2004. Director of Intelligent Medical Devices, Inc., a private company which develops symptom-based diagnostic tools for viral respiratory infections. Advisory Board member of ExactCost LLC, a private company providing activity-based costing for hospitals, laboratories, clinics, and physicians, since 2008. Chairperson of the Board of Trustees of the Institute for Defense Analyses, a federally funded research and development center, since 2000. Trustee from 1992 to 2000 and 2002 to present, current chairperson of the finance committee, current member of the audit committee, strategic growth committee and executive committee, and former Chairperson of the Board of Trustees (from 1997 to 1999), of the German Marshall Fund of the United States, a public foundation. Lead Independent Trustee of the Rocky Mountain Institute, a non-profit energy and environmental institute; Trustee since 2004. Chairperson of the Board of Trustees of the Colorado College; Trustee since 1995. Trustee of California Institute of Technology. Previously, Independent Director and member of audit committee and governance committee of Neurogen Corporation from 1998 to 2006; and Independent Director of Arbros Communications from 2000 to 2002. |
| 2012-06-14 | Suzanne H. Woolsey. Ms. Woolsey has been a member of the Board of one or more funds in the Invesco fund complex since 2003. The Board believes that Ms. Woolsey's experience as a director of numerous organizations, her service as a Trustee of the funds in the Invesco fund complex and her experience as a director of other investment companies benefits the Funds. |
| 2014-07-18 | Suzanne H. Woolsey, Ph.D. (1941) - Current Trustee and Nominee - CEO of Woolsey Partners LLC - Chair of the Board of Trustees of the Institute for Defense Analyses - Trustee/Director/Managing General Partner of funds in the Fund Complex - Aggregate Compensation from Fund Complex: $86,000 |
| 2015-07-09 | Suzanne H. Woolsey, Ph.D. - 1941, Trustee; CEO of Woolsey Partners LLC; Emeritus Chair of the Board of Trustees of the Institute for Defense Analyses; Trustee of Colorado College; Trustee of California Institute of Technology; Former Director of Fluor Corp; Former Trustee of the German Marshall Fund of the United States; Former Trustee of the Rocky Mountain Institute. |
| 2016-07-20 | Suzanne H. Woolsey - 1941 Trustee Retired. Member of the Audit Committee, Governance Committee, and Investments Committee. |
| Filing Date | Source Excerpt | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2003-05-27 | Suzanne H. Woolsey(1) (61) Chief Communications Officer of the National Academy of Sciences/National Research Council ... Trustee/Director of funds in the Open-End Fund Complex. ... Each of the New Nominees for Trustee was not a trustee of any of the Funds during such Fund's most recently completed fiscal year ended in 2002 and thus received no compensation from the Funds. | ||||||||||||||||||
| 2005-10-05 | Suzanne H. Woolsey, Ph.D.(1) Trustee + Previously Chief Communications 76 Officer of the National Academy of Sciences/ National Research Council, an independent, federally chartered policy institution, from 2001 to November 2003 and Chief Operating Officer from 1993 to 2001. | ||||||||||||||||||
| 2006-05-19 | Suzanne H. Woolsey, Ph.D.(1) Trustee + Chief Communications Officer of the
National Academy of Sciences/National
Research Council, an independent,
federally chartered policy
institution, from 2001 to November
2003 and Chief Operating Officer from
1993 to 2001. Director of the
Institute for Defense Analyses, a
federally funded research and
development center, Director of the
German Marshall Fund of the United
States, Director of the Rocky
Mountain Institute and Trustee of
Colorado College. Prior to 1993,
Executive Director of the Commission
on Behavioral and Social Sciences and
Education at the National Academy of
Sciences/National Research Council.
From 1980 through 1989, Partner of
Coopers & Lybrand.
...
Each Board's brokerage and services committee consists of Mesdames Heagy and
Woolsey and Mr. Sonnenschein. The brokerage and services committee reviews
each Fund's allocation of brokerage transactions and soft-dollar practices and
reviews the transfer agency and shareholder servicing arrangements.
...
COMPENSATION TABLE
Invesco Value Municipal Income Trust
Data sourced from SEC filings. Last updated: 2026-02-03 |