TERENCE J. TOTH

Corporate Board Profile

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Nuveen AMT-Free Municipal Credit Income Fund

Filing Date Source Excerpt
2008-05-16 Terence J. Toth... Private Investor; CEO and President, Northern Trust Investments; Executive Vice President, Quantitative Management & Securities Lending; various positions with Northern Trust Company.
2009-06-18 Terence J. Toth... Director, Legal & General Investment Management America, Inc.; Managing Partner, Musso Capital Management; Private Investor; CEO and President, Northern Trust Investments; Executive Vice President, Quantitative Management & Securities Lending.
2010-06-18 Mr. Toth has a Bachelor of Science degree and an MBA. His career is in investment management and executive roles, with no mention of programming or technical skills.
2011-06-22 Mr. Toth...Director of Legal & General Investment Management America, Inc....Managing Partner, Promus Capital...MBA from New York University.
2012-07-02 Mr. Toth has served as CEO and President of Northern Trust Global Investments and has an MBA from New York University.
2013-06-27 Managing Partner, Promus Capital; former CEO and President of Northern Trust Global Investments; Director of Legal & General Investment Management America, Inc.; MBA from New York University.
2014-06-16 Terence J. Toth is Managing Partner at Promus Capital; former CEO and President of Northern Trust Global Investments; no mention of software or technical skills.
2015-07-01 Managing Partner, Promus Capital; Director of Fulcrum IT Service LLC, Quality Control Corporation, and LogicMark LLC; former CEO and President of Northern Trust Global Investments; MBA from New York University.
2016-06-24 Managing Partner, Promus Capital (since 2008); Director, Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012) and LogicMark LLC (since 2012).
2017-06-23 Co-Founding Partner of Promus Capital; former CEO and President of Northern Trust Global Investments; holds a Bachelor of Science and an MBA.
2018-06-28 Formerly, Co-Founding Partner, Promus Capital; Director, Fulcrum IT Service LLC; CEO and President, Northern Trust Global Investments; has a Bachelor of Science degree and an MBA.
2019-06-28 Formerly, Co-Founding Partner, Promus Capital (2008-2017); Director, Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012); formerly Director, LogicMark LLC (2012-2016); formerly CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994).
2020-06-26 Mr. Toth graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University. He was CEO and President of Northern Trust Global Investments and held various executive roles in financial services.
2021-06-25 Mr. Toth graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University. No mention of programming or software engineering experience.
2022-06-28 Mr. Toth graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University. He has served in various investment and leadership roles, with no mention of programming or technical degrees.
2023-06-30 Mr. Toth graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University. He was CEO and President of Northern Trust Global Investments and held executive roles in financial services.
2024-06-27 Mr. Toth was a Co-Founding Partner of Promus Capital and served as Director of Fulcrum IT Services, LLC (information technology services firm to government entities) but no direct software engineering or programming experience is indicated.

Nuveen AMT-Free Quality Municipal Income Fund

Filing Date Source Excerpt
2008-05-16 Terence J. Toth... Private Investor; CEO and President, Northern Trust Investments; Executive Vice President, Quantitative Management & Securities Lending; various positions with Northern Trust Company.
2009-06-18 Terence J. Toth - Director, Legal & General Investment Management America; Managing Partner, Musso Capital Management; no technical qualifications mentioned.
2010-06-18 Mr. Toth graduated with a Bachelor of Science degree and received his MBA. His career is in investment management and securities lending.
2011-06-22 Mr. Toth has served as a Director of Legal & General Investment Management America, Inc. since 2008 and as a Managing Partner at Promus Capital since 2008. From 2004 to 2007, he was Chief Executive Officer and President of Northern Trust Global Investments, and Executive Vice President of Quantitative Management & Securities Lending from 2000 to 2004. He graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University.
2012-07-02 Mr. Toth has served as CEO and President of Northern Trust Global Investments and has an MBA from New York University.
2013-06-27 Managing Partner, Promus Capital; former CEO and President of Northern Trust Global Investments; served on boards of various investment and educational organizations; graduated with a Bachelor of Science degree and an MBA.
2014-06-16 Terence J. Toth, Managing Partner at Promus Capital; former CEO and President of Northern Trust Global Investments; Director of several companies; no mention of software or programming skills.
2015-07-01 Managing Partner, Promus Capital; Director of Fulcrum IT Service LLC, Quality Control Corporation and LogicMark LLC; formerly CEO and President of Northern Trust Global Investments; MBA from New York University.
2016-05-04 Managing Partner, Promus Capital (since 2008); Director, Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012) and LogicMark LLC (since 2012); formerly, Director, Legal & General Investment Management America, Inc. (2008–2013); formerly, CEO and President, Northern Trust Global Investments (2004–2007).
2016-05-04 Terence J. Toth is Managing Partner of Promus Capital; formerly CEO and President of Northern Trust Global Investments.
2017-06-23 Co-Founding Partner of Promus Capital; former CEO and President of Northern Trust Global Investments; holds a Bachelor of Science and an MBA.
2018-06-28 Formerly, Co-Founding Partner, Promus Capital; Director, Fulcrum IT Service LLC; CEO and President, Northern Trust Global Investments; Executive Vice President, Quantitative Management & Securities Lending.
2019-06-28 Formerly, Co-Founding Partner, Promus Capital (2008-2017); Director, Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012); formerly Director, LogicMark LLC (2012-2016); formerly CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994).
2020-06-26 Mr. Toth graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University. He was CEO and President of Northern Trust Global Investments and held various executive roles in financial services.
2021-06-25 Mr. Toth graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University. No mention of programming or software engineering experience.
2022-06-28 Mr. Toth graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University. He was a Co-Founding Partner of Promus Capital and held various executive roles in financial services.
2023-06-30 Formerly, Co-Founding Partner, Promus Capital (investment advisory firm) (2008-2017); formerly, Director of Quality Control Corporation (manufacturing) (2012-2021); formerly, Director of Fulcrum IT Services LLC (information technology services firm to government entities) (2010-2019); formerly, Director, LogicMark LLC (health services) (2012-2016); formerly, Director, Legal & General Investment Management America, Inc. (asset management) (2008-2013); formerly, CEO and President, Northern Trust Global Investments (financial services) (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (financial services) (since 1994); Chair of the Board of the Kehrein Center for the Arts (philanthropy) (since 2021); Member of Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (philanthropy) (since 2012), formerly Chair of its Investment Committee (2017-2022); formerly, Member, Chicago Fellowship Board (philanthropy) (2005-2016); formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004).
2024-06-27 Mr. Toth was a Co-Founding Partner of Promus Capital and held various director positions in investment management and financial services.

NUVEEN ARIZONA QUALITY MUNICIPAL INCOME FUND

Filing Date Source Excerpt
2008-10-10 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member and Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Private Investor (since 2007); CEO and President, Northern Trust Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004); Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). Committees: Jack B. Evans, Chair, Judith M. Stockdale and Terence J. Toth are current members of the dividend committee of each Fund. Robert P. Bremner, Jack B. Evans, David J. Kundert, Chair, William J. Schneider and Terence J. Toth are current members of the audit committee of each Fund. Robert P. Bremner, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, William J. Schneider, Judith M. Stockdale, Carole E. Stone and Terence J. Toth are current members of the nominating and governance committee of each Fund. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: 0.
2009-10-22 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Musso Capital Management (since 2008); formerly, CEO and President, Northern Trust Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004), Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly, Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). 197 See Principal Occupation Description Total Compensation from Nuveen Funds Paid to Board Members/Nominees Terence J. Toth $28,695
2010-10-20 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Promus Capital (since 2008); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004), Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly, Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). 204 See Principal Occupation Description The members of the Audit Committee are Robert P. Bremner, Jack B. Evans, David J. Kundert, Chair, William J. Schneider and Terence J. Toth, each of whom is an independent Board Member of the Funds. The members of the Dividend Committee are Jack B. Evans, Chair, Judith M. Stockdale and Terence J. Toth. The Nominating and Governance Committee members are Robert P. Bremner, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, William J. Schneider, Judith M. Stockdale, Carole E. Stone and Terence J. Toth. The total compensation paid to Terence J. Toth for the calendar year ended December 31, 2009 was $247,289.
2011-10-14 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Promus Capital (since 2008); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member, Goodman Theatre Board (since 2004); Chicago Fellowship Board (since 2005), and Catalyst Schools of Chicago Board (since 2008); formerly Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). 245 N/A The Audit Committee members include Terence J. Toth. The Dividend Committee members include Terence J. Toth. The Nominating and Governance Committee members include Terence J. Toth. The table below shows total compensation paid to Terence J. Toth as $230,630.
2013-10-17 Terence J. Toth is a Board Member. He serves on the Audit Committee, Nominating and Governance Committee, and Dividend Committee. Total compensation from Nuveen Funds paid to him is $298,475.
2014-06-16 Terence J. Toth (1959) - Board Member. Managing Partner, Promus Capital (since 2008); Director of Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012) and LogicMark LLC (since 2012); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member, Chicago Fellowship Board (since 2005), Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (since 2012) and a member of its investment committee; formerly, member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). Compensation from Nuveen Funds: $305,513.
2015-10-07 Terence J. Toth, Board Member, Term: Class II Board Member until 2017 annual shareholder meeting, Length of Service: Since 2008. The members of the Dividend Committee are William C. Hunter, Chair, Jack B. Evans, Judith M. Stockdale and Terence J. Toth. The members of the Audit Committee are Jack B. Evans, Chair, David J. Kundert, John K. Nelson, Carole E. Stone and Terence J. Toth. The members of the Nominating and Governance Committee are William J. Schneider, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, John K. Nelson, Judith M. Stockdale, Carole E. Stone, Virginia L. Stringer and Terence J. Toth. Total Compensation from Nuveen Funds Paid to Independent Board Members/Nominees: $313,964.
2016-10-06 Terence J. Toth is Board Member. The members of the Executive Committee are William J. Schneider, Chair, William Adams IV and Terence J. Toth. The members of the Dividend Committee are William C. Hunter, Chair, Judith M. Stockdale and Terence J. Toth. The members of the Audit Committee are Jack B. Evans, Chair, David J. Kundert, John K. Nelson, Carole E. Stone and Terence J. Toth. The members of the Nominating and Governance Committee are William J. Schneider, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, Albin F. Moschner, John K. Nelson, Judith M. Stockdale, Carole E. Stone, Terence J. Toth and Margaret L. Wolff. The members of the Closed-End Funds Committee are Carole E. Stone, Chair, William Adams IV, Jack B. Evans, Albin F. Moschner, John K. Nelson, William J. Schneider and Terence J. Toth. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $320,925.
2017-10-04 Terence J. Toth is Board Member. The members of the Audit Committee are Jack B. Evans, Chair, David J. Kundert, John K. Nelson, Carole E. Stone and Terence J. Toth. The members of the Dividend Committee are William C. Hunter, Chair, Terence J. Toth and Margaret L. Wolff. The members of the Executive Committee are William J. Schneider, Chair, Margot L. Cook and Terence J. Toth. The members of the Nominating and Governance Committee are William J. Schneider, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, Albin F. Moschner, John K. Nelson, Judith M. Stockdale, Carole E. Stone, Terence J. Toth, Margaret L. Wolff and Robert L. Young. The members of the Closed-End Funds Committee are Carole E. Stone, Chair, Jack B. Evans, Albin F. Moschner, John K. Nelson, William J. Schneider, Terence J. Toth and Robert L. Young. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $23,875.
2018-10-03 Terence J. Toth, Chairman of the Board; Board Member, Term: Class II Board Member until 2020 annual shareholder meeting, Length of Service: Since 2008, Chairman of the Board since July 1, 2018. Committees: Executive Committee (Chair), Dividend Committee, Audit Committee, Nominating and Governance Committee. Total Compensation: $355,825.
2019-10-23 Terence J. Toth, Chair of the Board; Board Member; Term: Class II Board Member until 2020 annual shareholder meeting; Length of Service: Since 2008, Chair of the Board since July 1, 2018; The Executive Committee members are Terence J. Toth, Chair, Margo L. Cook and Albin F. Moschner; The Audit Committee members include Terence J. Toth; The Nominating and Governance Committee members include Terence J. Toth, Chair; The Closed-End Funds Committee members include Terence J. Toth; Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $354,650.
2020-10-13 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class II Board Member until 2020 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 1, 2018 ... The members of the Executive Committee are Terence J. Toth, Chair, Albin F. Moschner and Margaret L. Wolff ... The members of the Compliance Committee are John K. Nelson, Chair, Albin F. Moschner, Terence J. Toth, Margaret L. Wolff and Robert L. Young ... The members of the Nominating and Governance Committee are Terence J. Toth, Chair, Jack B. Evans, William C. Hunter, Albin F. Moschner, John K. Nelson, Judith M. Stockdale, Carole E. Stone, Margaret L. Wolff and Robert L. Young ... Total Compensation from Nuveen Funds Paid to Board Members/ Nominees Terence J. Toth 490,225
2021-10-12 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class II Board Member until 2023 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 2018 ... The members of the Executive Committee are Terence J. Toth, Chair ... The members of the Nominating and Governance Committee are Terence J. Toth, Chair ... The members of the Compliance Committee are ... Terence J. Toth ... The members of the Closed-End Funds Committee are ... Terence J. Toth ... Total Compensation from Nuveen Funds Paid to Board Members/ Nominees $467,300.
2022-10-07 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class II Board Member until 2023 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 2018 ... The members of the Executive Committee are Mr. Toth, Chair, Ms. Wolff and Mr. Young ... The members of the Nominating and Governance Committee are Mr. Toth, Chair, Mr. Evans, Dr. Hunter, Ms. Lancellotta, Ms. Medero, Mr. Moschner, Mr. Nelson, Ms. Stockdale, Ms. Stone, Mr. Thornton, Ms. Wolff and Mr. Young ... The members of the Compliance Committee are Ms. Wolff, Chair, Dr. Hunter, Ms. Lancellotta, Ms. Medero, Mr. Nelson, Mr. Thornton and Mr. Toth ... The members of the Dividend Committee are Mr. Young, Chair, Mr. Moschner, Mr. Nelson and Mr. Thornton ... The members of the Closed-End Funds Committee are Mr. Evans, Chair, Dr. Hunter, Ms. Lancellotta, Mr. Nelson, Mr. Toth and Ms. Wolff ... Total Compensation from Nuveen Funds Paid to Board Members/Nominees Terence J. Toth $499,050 ...
2023-11-02 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class II Board Member until 2023 annual shareholder meeting and nominee for Class II Board Member until 2026 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 2018 Formerly, Co-Founding Partner, Promus Capital (investment advisory firm) (2008-2017); formerly, Director of Quality Control Corporation (manufacturing) (2012-2021); formerly, Director of Fulcrum IT Services LLC (information technology services firm to government entities) (2010-2019); formerly, Director, LogicMark LLC (health services) (2012-2016); formerly, Director, Legal & General Investment Management America, Inc. (asset management) (2008-2013); formerly, CEO and President, Northern Trust Global Investments (financial services) (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (financial services) (since 1994); Chair of the Board of the Kehrein Center for the Arts (philanthropy) (since 2021); Member of Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (philanthropy) (since 2012), formerly Chair of its Investment Committee (2017-2022); formerly, Member, Chicago Fellowship Board (philanthropy) (2005-2016); formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). Total Compensation from Nuveen Funds Paid to Board Members/Nominees $526,950.
2024-10-17 Terence J. Toth, 1959, Board Member, Term: Class II Board Member until 2026 annual shareholder meeting, Length of Service: Since 2008. Committees: Executive Committee, Dividend Committee, Compliance, Risk Management and Regulatory Oversight Committee, Nominating and Governance Committee, Closed-End Fund Committee. Total Compensation: $607,350.

NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND

Filing Date Source Excerpt
2008-10-10 Terence J. Toth - Private Investor; CEO and President, Northern Trust Investments; Executive Vice President, Quantitative Management & Securities Lending.
2009-10-22 Terence J. Toth - Director, Legal & General Investment Management America, Inc.; Managing Partner, Musso Capital Management; formerly CEO and President, Northern Trust Investments; Executive VP, Quantitative Management & Securities Lending.
2010-10-20 Mr. Toth... graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University.
2012-01-27 Mr. Toth has served as a Director of Legal & General Investment Management America, Inc. (since 2008) and as a Managing Partner at Promus Capital since 2008. From 2004 to 2007, he was Chief Executive Officer and President of Northern Trust Global Investments, and Executive Vice President of Quantitative Management & Securities Lending from 2000 to 2004. He also formerly served on the Board of the Northern Trust Mutual Funds. He joined Northern Trust in 1994 after serving as Managing Director and Head of Global Securities Lending at Bankers Trust (1986 to 1994) and Head of Government Trading and Cash Collateral Investment at Northern Trust from 1982 to 1986. He currently serves on the Boards of the Goodman Theatre and Chicago Fellowship, and is Chairman of the Board of Catalyst Schools of Chicago. Mr. Toth graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University. In 2005, he graduated from the CEO Perspectives Program at Northwestern University.
2012-10-16 Director of Legal & General Investment Management America, Inc. since 2008; Managing Partner at Promus Capital since 2008; formerly CEO and President of Northern Trust Global Investments (2004-2007); Executive Vice President of Quantitative Management & Securities Lending (2000-2004).
2014-02-03 Terence J. Toth is Managing Partner at Promus Capital and serves on various boards; no software-related skills mentioned.
2014-06-19 Managing Partner, Promus Capital; former CEO and President, Northern Trust Global Investments; Director of Fulcrum IT Service LLC, Quality Control Corporation, and LogicMark LLC.
2015-10-07 Managing Partner, Promus Capital; Director, Fulcrum IT Service LLC, Quality Control Corporation and LogicMark LLC; formerly CEO and President, Northern Trust Global Investments.
2016-10-06 Managing Partner, Promus Capital; formerly CEO and President, Northern Trust Global Investments; Executive Vice President, Quantitative Management & Securities Lending.
2017-10-04 Bachelor of Science degree from the University of Illinois and MBA from New York University.
2018-10-03 Mr. Toth graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University. In 2005, he graduated from the CEO Perspectives Program at Northwestern University. Mr. Toth joined the Board in 2008.
2019-10-23 Formerly, Co-Founding Partner, Promus Capital (2008-2017); Director, Quality Control Corporation (since 2012); formerly, Director, Fulcrum IT Services, LLC (2010-2019); formerly, Director, LogicMark LLC (2012-2016); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member, Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (since 2012) and Chair of its Investment Committee; formerly, Member, Chicago Fellowship Board (2005-2016); formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004).
2019-10-23 Formerly, Co-Founding Partner, Promus Capital (2008-2017); Director, Quality Control Corporation (since 2012); formerly, Director, Fulcrum IT Services, LLC (2010-2019); formerly, Director, LogicMark LLC (2012-2016); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member, Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (since 2012) and Chair of its Investment Committee; formerly, Member, Chicago Fellowship Board (2005-2016); formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004).
2020-10-13 Formerly, Co-Founding Partner, Promus Capital (2008-2017); Director, Quality Control Corporation (since 2012); formerly, Director, Fulcrum IT Services, LLC (2010-2019); formerly Director, LogicMark LLC (2012-2016); formerly Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); formerly, Member, Chicago Fellowship Board (2005-2016); Member, Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (since 2012) and Chair of its Investment Committee; formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004).
2021-10-12 Formerly, Co-Founding Partner, Promus Capital (investment advisory firm) (2008-2017); Director of Quality Control Corporation (manufacturing) (since 2012); formerly, Director of Fulcrum IT Services LLC (information technology services firm to government entities) (2010-2019); formerly, Director, LogicMark LLC (health services) (2012-2016); formerly, Director, Legal & General Investment Management America, Inc. (asset management) (2008-2013); formerly, CEO and President, Northern Trust Global Investments (financial services) (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (financial services) (since 1994); Member of Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (philanthropy) (since 2012) and is Chair of its Investment Committee; formerly, Member, Chicago Fellowship Board (philanthropy) (2005-2016); formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004).
2022-10-07 Formerly, Co-Founding Partner, Promus Capital (investment advisory firm) (2008-2017); formerly, Director of Quality Control Corporation (manufacturing) (2012-2021); formerly, Director of Fulcrum IT Services LLC (information technology services firm to government entities) (2010-2019); formerly, Director, LogicMark LLC (health services) (2012-2016); formerly, Director, Legal & General Investment Management America, Inc. (asset management) (2008-2013); formerly, CEO and President, Northern Trust Global Investments (financial services) (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (financial services) (since 1994); Chair of the Board of the Kehrein Center for the Arts (philanthropy) (since 2021); Member of Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (philanthropy) (since 2012) and is Chair of its Investment Committee; formerly, Member, Chicago Fellowship Board (philanthropy) (2005-2016); formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004).
2023-11-02 Formerly, Co-Founding Partner, Promus Capital (investment advisory firm) (2008-2017); formerly, Director of Quality Control Corporation (manufacturing) (2012-2021); formerly, Director of Fulcrum IT Services LLC (information technology services firm to government entities) (2010-2019); formerly, Director, LogicMark LLC (health services) (2012-2016); formerly, Director, Legal & General Investment Management America, Inc. (asset management) (2008-2013); formerly, CEO and President, Northern Trust Global Investments (financial services) (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (financial services) (since 1994); Chair of the Board of the Kehrein Center for the Arts (philanthropy) (since 2021); Member of Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (philanthropy) (since 2012), formerly Chair of its Investment Committee (2017-2022); formerly, Member, Chicago Fellowship Board (philanthropy) (2005-2016); formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004).
2024-10-17 Mr. Toth was a Co-Founding Partner of Promus Capital and held executive roles in Northern Trust Global Investments and Bankers Trust.

NUVEEN CALIFORNIA MUNICIPAL VALUE FUND

Filing Date Source Excerpt
2008-10-10 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member and Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Private Investor (since 2007); CEO and President, Northern Trust Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004); Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). 186 See Principal Occupation Description
2009-10-22 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Musso Capital Management (since 2008); formerly, CEO and President, Northern Trust Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004), Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly, Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). 197 See Principal Occupation Description Total Compensation from Nuveen Funds Paid to Board Members/Nominees $28,695
2010-10-20 Terence J. Toth* c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Promus Capital (since 2008); Formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); Prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004), Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); Formerly, Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). 204 See Principal Occupation Description Total Compensation from Nuveen Funds Paid to Board Members/Nominees $ 247,289
2011-10-14 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Promus Capital (since 2008); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member, Goodman Theatre Board (since 2004); Chicago Fellowship Board (since 2005), and Catalyst Schools of Chicago Board (since 2008); formerly Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). 245 N/A
2012-10-16 Terence J. Toth (9/29/59) - Board Member. Director, Legal & General Investment Management America, Inc. Committees: Audit Committee, Nominating and Governance Committee. Total Compensation: $263,891.
2013-10-17 Terence J. Toth is a Board Member. He serves on the Audit Committee, Dividend Committee and Nominating and Governance Committee. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $298,475.
2014-06-16 Terence J. Toth (1959) - Board Member. Managing Partner, Promus Capital (since 2008); Director of Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012) and LogicMark LLC (since 2012); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member, Chicago Fellowship Board (since 2005), Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (since 2012) and a member of its investment committee; formerly, member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). Compensation from Nuveen Funds: $305,513.
2015-10-07 Terence J. Toth, Board Member; Term: Class II Board Member until 2017 annual shareholder meeting; Length of Service: Since 2008; Member of the Audit Committee; Member of the Dividend Committee; Member of the Nominating and Governance Committee; Total Compensation from Nuveen Funds Paid to Independent Board Members/Nominees: $313,964.
2016-10-06 Terence J. Toth is Board Member. The members of the Audit Committee are Jack B. Evans, Chair, David J. Kundert, John K. Nelson, Carole E. Stone and Terence J. Toth. The members of the Dividend Committee are William C. Hunter, Chair, Judith M. Stockdale and Terence J. Toth. The members of the Nominating and Governance Committee are William J. Schneider, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, Albin F. Moschner, John K. Nelson, Judith M. Stockdale, Carole E. Stone, Terence J. Toth and Margaret L. Wolff. The members of the Closed-End Funds Committee are Carole E. Stone, Chair, William Adams IV, Jack B. Evans, Albin F. Moschner, John K. Nelson, William J. Schneider and Terence J. Toth. The members of the Executive Committee are William J. Schneider, Chair, William Adams IV and Terence J. Toth. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: Terence J. Toth $320,925.
2017-10-04 Terence J. Toth, 1959, Board Member, Term: Class II Board Member until 2017 annual shareholder meeting, Length of Service: Since 2008. The Executive Committee members include Terence J. Toth. The Dividend Committee members include Terence J. Toth. The Audit Committee members include Terence J. Toth. The Compliance Committee members include Terence J. Toth. The Nominating and Governance Committee members include Terence J. Toth. The Closed-End Funds Committee members include Terence J. Toth. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $23,875.
2018-10-03 Terence J. Toth, Chairman of the Board; Board Member, Term: Class II Board Member until 2020 annual shareholder meeting, Length of Service: Since 2008, Chairman of the Board since July 1, 2018. Committees: Executive Committee (Chair), Dividend Committee, Audit Committee, Nominating and Governance Committee. Total Compensation: $355,825.
2019-10-23 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class II Board Member until 2020 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 1, 2018 Formerly, Co-Founding Partner, Promus Capital (2008-2017); Director, Quality Control Corporation (since 2012); formerly, Director, Fulcrum IT Services, LLC (2010-2019); formerly, Director, LogicMark LLC (2012-2016); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member, Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (since 2012) and Chair of its Investment Committee; formerly, Member, Chicago Fellowship Board (2005-2016); formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). Total Compensation from Nuveen Funds Paid to Board Members/Nominees $354,650.
2021-10-12 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class II Board Member until 2023 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 2018
2022-10-07 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class II Board Member until 2023 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 2018 ... The Board has established six standing committees: the Executive Committee, the Dividend Committee, the Audit Committee, the Compliance, Risk Management and Regulatory Oversight Committee, the Nominating and Governance Committee and the Closed-End Funds Committee ... The members of the Executive Committee are Mr. Toth, Chair ... The members of the Nominating and Governance Committee are Mr. Toth, Chair ... The members of the Compliance Committee are Ms. Wolff, Chair, Dr. Hunter, Ms. Lancellotta, Ms. Medero, Mr. Nelson, Mr. Thornton and Mr. Toth ... Total Compensation from Nuveen Funds Paid to Board Members/Nominees Terence J. Toth $499,050.
2023-11-02 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class II Board Member until 2023 annual shareholder meeting and nominee for Class II Board Member until 2026 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 2018 Formerly, Co-Founding Partner, Promus Capital (investment advisory firm) (2008-2017); formerly, Director of Quality Control Corporation (manufacturing) (2012-2021); formerly, Director of Fulcrum IT Services LLC (information technology services firm to government entities) (2010-2019); formerly, Director, LogicMark LLC (health services) (2012-2016); formerly, Director, Legal & General Investment Management America, Inc. (asset management) (2008-2013); formerly, CEO and President, Northern Trust Global Investments (financial services) (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (financial services) (since 1994); Chair of the Board of the Kehrein Center for the Arts (philanthropy) (since 2021); Member of Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (philanthropy) (since 2012), formerly Chair of its Investment Committee (2017-2022); formerly, Member, Chicago Fellowship Board (philanthropy) (2005-2016); formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). The Board unanimously recommends that shareholders vote FOR the election of the nominees. The Board has established seven standing committees: the Executive Committee, the Dividend Committee, the Audit Committee, the Compliance, Risk Management and Regulatory Oversight Committee, the Investment Committee, the Nominating and Governance Committee and the Closed-End Funds Committee. The Executive Committee, which meets between regular meetings of the Board, is authorized to exercise all of the powers of the Board. The members of the Executive Committee are Mr. Toth, Chair, Mr. Nelson and Mr. Young. The Compliance Committee is responsible for the oversight of compliance issues, risk management and other regulatory matters affecting the Funds that are not otherwise under or within the jurisdiction of the other committees. The members of the Compliance Committee are Ms. Wolff, Chair, Dr. Hunter, Ms. Lancellotta, Ms. Medero, Mr. Thornton and Mr. Toth. The Nominating and Governance Committee is composed entirely of Independent Board Members, who are also "independent" as defined by NYSE listing standards. The members of the Nominating and Governance Committee are Mr. Toth, Chair, Mr. Evans, Dr. Hunter, Ms. Lancellotta, Ms. Medero, Mr. Moschner, Mr. Nelson, Mr. Thornton, Ms. Wolff and Mr. Young. The Investment Committee is composed of the independent Trustees of the Funds. The members of the Investment Committee are Dr. Hunter, Chair, Mr. Evans, Ms. Lancellotta, Ms. Medero, Mr. Moschner, Mr. Nelson, Mr. Thornton, Mr. Toth, Ms. Wolff and Mr. Young. The total compensation from Nuveen Funds paid to Mr. Toth is $526,950.
2024-10-17 Terence J. Toth, born 1959, Board Member since 2008. Committees: Nominating and Governance Committee, Compliance Committee, Closed-End Fund Committee, Investment Committee, Executive Committee. Total Compensation: $607,350.

Nuveen California Quality Municipal Income Fund

Filing Date Source Excerpt
2008-10-10 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member and Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Private Investor (since 2007); CEO and President, Northern Trust Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004); Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). 186 See Principal Occupation Description The Board of each Fund has five standing committees: the executive committee, the dividend committee, the compliance, risk management and regulatory oversight committee, the audit committee and the nominating and governance committee. Jack B. Evans, Chair, Judith M. Stockdale and Terence J. Toth are current members of the dividend committee of each Fund. Robert P. Bremner, Jack B. Evans, David J. Kundert, Chair, William J. Schneider and Terence J. Toth are current members of the audit committee of each Fund. Robert P. Bremner, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, William J. Schneider, Judith M. Stockdale, Carole E. Stone and Terence J. Toth are current members of the nominating and governance committee of each Fund. The table below shows, for each Independent Board Member, the aggregate compensation (i) paid by each Fund to each Board Member for its last fiscal year and (ii) paid (including deferred fees) for service on the boards of the Nuveen open-end and closed-end funds managed by the Adviser for the last calendar year. Total Compensation from Nuveen Funds Paid to Board Members/Nominees 0
2009-10-22 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Musso Capital Management (since 2008); formerly, CEO and President, Northern Trust Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004), Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly, Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). Committees: Dividend Committee, Audit Committee, Nominating and Governance Committee. Total Compensation: $28,695.
2010-10-20 Terence J. Toth* c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Promus Capital (since 2008); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004), Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly, Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). 204 See Principal Occupation Description Total Compensation from Nuveen Funds Paid to Board Members/Nominees $ 247,289
2011-10-14 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Promus Capital (since 2008); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member, Goodman Theatre Board (since 2004); Chicago Fellowship Board (since 2005), and Catalyst Schools of Chicago Board (since 2008); formerly Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). 245 N/A
2012-10-16 Terence J. Toth (9/29/59) - Board Member. Term: Annual or Class II Board Member until 2014. Length of Service: Since 2008. Committees: Audit Committee, Nominating and Governance Committee. Total Compensation: $263,891.
2014-02-03 Terence J. Toth, 1959, Board Member, Managing Partner, Promus Capital (since 2008); Director, Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012) and LogicMark LLC (since 2012); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member, Chicago Fellowship Board (since 2005), Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (since 2012) and a member of its investment committee; formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). Aggregate Compensation from Nuveen Funds Paid to Board Members: $261,411.
2014-06-19 Terence J. Toth (1959) - Board Member. Managing Partner, Promus Capital. Committees: Audit Committee, Dividend Committee, Nominating and Governance Committee. Compensation: $305,513 in 2013.
2015-10-07 Terence J. Toth, Board Member; Term: Class II Board Member until 2017 annual shareholder meeting; Length of Service: Since 2008; Member of the Audit Committee; Member of the Dividend Committee; Member of the Nominating and Governance Committee; Total Compensation from Nuveen Funds Paid to Independent Board Members/Nominees: $313,964.
2016-07-13 Terence J. Toth is a Board Member. Term: Class II Board Member until 2017 Annual Meeting Length of Service: Since 2008. Managing Partner, Promus Capital (since 2008); Director, Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012) and LogicMark LLC (since 2012); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member, Chicago Fellowship Board (since 2005), Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (since 2012) and Chair of its investment committee; formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). Compensation: $320,574.
2017-10-04 Terence J. Toth is Board Member. Co-Founding Partner of Promus Capital. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $23,875. Committees: Audit Committee, Dividend Committee, Nominating and Governance Committee, Closed-End Funds Committee, Executive Committee.
2018-10-03 Terence J. Toth, Chairman of the Board; Board Member; Term: Class II Board Member until 2020 annual shareholder meeting; Length of Service: Since 2008, Chairman of the Board since July 1, 2018; The Board has elected Terence J. Toth as the independent Chairman of the Board; Executive Committee Chair; Dividend Committee member; Audit Committee member; Nominating and Governance Committee Chair; Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $355,825.
2019-10-23 Terence J. Toth, Chair of the Board; Board Member; Term: Class II Board Member until 2020 annual shareholder meeting; Length of Service: Since 2008, Chair of the Board since July 1, 2018; The Board has elected Terence J. Toth as the Independent Chair of the Board; The members of the Executive Committee are Terence J. Toth, Chair, Margo L. Cook and Albin F. Moschner; The members of the Nominating and Governance Committee are Terence J. Toth, Chair, Jack B. Evans, William C. Hunter, Albin F. Moschner, John K. Nelson, Judith M. Stockdale, Carole E. Stone, Margaret L. Wolff and Robert L. Young; Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $354,650.
2020-10-13 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class II Board Member until 2020 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 1, 2018 ... The members of the Executive Committee are Terence J. Toth, Chair, Albin F. Moschner and Margaret L. Wolff ... The members of the Compliance Committee are John K. Nelson, Chair, Albin F. Moschner, Terence J. Toth, Margaret L. Wolff and Robert L. Young ... The members of the Nominating and Governance Committee are Terence J. Toth, Chair, Jack B. Evans, William C. Hunter, Albin F. Moschner, John K. Nelson, Judith M. Stockdale, Carole E. Stone, Margaret L. Wolff and Robert L. Young ... Total Compensation from Nuveen Funds Paid to Board Members/ Nominees Terence J. Toth 490,225
2021-10-12 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class II Board Member until 2023 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 2018 ... The members of the Executive Committee are Terence J. Toth, Chair ... The members of the Nominating and Governance Committee are Terence J. Toth, Chair ... The members of the Compliance Committee are ... Terence J. Toth ... Total Compensation from Nuveen Funds Paid to Board Members/ Nominees $467,300.
2022-10-07 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class II Board Member until 2023 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 2018 ... The members of the Executive Committee are Mr. Toth, Chair ... The members of the Nominating and Governance Committee are Mr. Toth, Chair ... The members of the Compliance Committee are ... Mr. Toth ... The total compensation from Nuveen Funds paid to Board Members/Nominees for Terence J. Toth is $499,050.
2023-11-02 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class II Board Member until 2023 annual shareholder meeting and nominee for Class II Board Member until 2026 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 2018 Formerly, Co-Founding Partner, Promus Capital (investment advisory firm) (2008-2017); formerly, Director of Quality Control Corporation (manufacturing) (2012-2021); formerly, Director of Fulcrum IT Services LLC (information technology services firm to government entities) (2010-2019); formerly, Director, LogicMark LLC (health services) (2012-2016); formerly, Director, Legal & General Investment Management America, Inc. (asset management) (2008-2013); formerly, CEO and President, Northern Trust Global Investments (financial services) (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (financial services) (since 1994); Chair of the Board of the Kehrein Center for the Arts (philanthropy) (since 2021); Member of Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (philanthropy) (since 2012), formerly Chair of its Investment Committee (2017-2022); formerly, Member, Chicago Fellowship Board (philanthropy) (2005-2016); formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). Total Compensation from Nuveen Funds Paid to Board Members/Nominees $526,950.
2024-10-17 Terence J. Toth, 1959, Board Member, Term: Class II Board Member until 2026 annual shareholder meeting, Length of Service: Since 2008; Formerly Co-Founding Partner, Promus Capital; Executive Committee member; Dividend Committee member; Compliance Committee member; Closed-End Fund Committee member; Investment Committee member; Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $607,350.

NUVEEN CALIFORNIA SELECT TAX FREE INCOME PORTFOLIO

Filing Date Source Excerpt
2008-06-30 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Standing for Initial Election Private Investor (since 2007); CEO and President, Northern Trust Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004); Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). Effective July 1, 2008, Mr. Toth will serve as a member of the dividend and the nominating and governance committees of each Fund. The total compensation from Nuveen Funds paid to Terence J. Toth is $0.
2009-06-18 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Musso Capital Management (since 2008); Private Investor (since 2007); CEO and President, Northern Trust Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004); Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). Jack B. Evans, Chair, Judith M. Stockdale and Terence J. Toth are current members of the dividend committee of each Fund. Robert P. Bremner, Chair, Jack B. Evans, David J. Kundert, Chair, William J. Schneider and Terence J. Toth are current members of the audit committee of each Fund. Robert P. Bremner, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, William J. Schneider, Judith M. Stockdale, Carole E. Stone and Terence J. Toth are current members of the nominating and governance committee of each Fund. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $28,695.
2010-06-18 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008: Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Promus Capital Management (since 2008); formerly CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004), Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). 200 See Principal Occupation Description
2011-06-22 Terence J. Toth* c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Promus Capital (since 2008); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004); Chicago Fellowship Board (since 2005), and Catalyst Schools of Chicago Board (since 2008); formerly Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). 245 See Principal Occupation Description
2012-07-02 Terence J. Toth (9/29/59) - Board Member. Term: Annual or Class II Board Member until 2014. Length of Service: Since 2008. Compensation: $263,891. Committees: Audit Committee, Dividend Committee, Nominating and Governance Committee.
2013-06-27 Terence J. Toth (9/29/59) Board Member Term: Annual or Class II Board Member until 2014 Length of Service: Since 2008 Managing Partner, Promus Capital. Members of the Audit Committee are Terence J. Toth. Members of the Dividend Committee are Terence J. Toth. Members of the Nominating and Governance Committee are Terence J. Toth. Total Compensation from Nuveen Funds Paid to Board Members/Nominees $298,475.
2014-06-16 Terence J. Toth (1959) - Board Member. Managing Partner, Promus Capital (since 2008); Director of Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012) and LogicMark LLC (since 2012); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member, Chicago Fellowship Board (since 2005), Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (since 2012) and a member of its investment committee; formerly, member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). Compensation from Nuveen Funds: $305,513.
2015-07-01 Terence J. Toth, Board Member, Term: Class II Board Member until 2017 annual shareholder meeting, Length of Service: Since 2008. Managing Partner, Promus Capital. Compensation: $313,964. Committees: Audit Committee, Dividend Committee, Nominating and Governance Committee.
2016-06-24 Terence J. Toth, Board Member, Term: Class II Board Member until 2017 annual shareholder meeting, Length of Service: Since 2008. The members of the Audit Committee are Jack B. Evans, Chair, David J. Kundert, John K. Nelson, Carole E. Stone and Terence J. Toth. The members of the Nominating and Governance Committee will be William J. Schneider, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, Albin F. Moschner, John K. Nelson, Judith M. Stockdale, Carole E. Stone, Terence J. Toth and Margaret L. Wolff. The members of the Closed-End Funds Committee will be Carole E. Stone, Chair, William Adams IV, Jack B. Evans, Albin F. Moschner, John K. Nelson, William J. Schneider and Terence J. Toth. The members of the Dividend Committee are William C. Hunter, Chair, Judith M. Stockdale and Terence J. Toth. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $278,625.
2017-06-23 Terence J. Toth is Board Member. The members of the Audit Committee include Terence J. Toth. The members of the Dividend Committee include Terence J. Toth. The members of the Nominating and Governance Committee include Terence J. Toth. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $349,767.
2018-06-28 Terence J. Toth, Board Member, Term: Class I or Class II Board Member until 2020 annual shareholder meeting, Length of Service: Since 2008. The members of the Executive Committee are William J. Schneider, Chair (until June 30, 2018), Margo L. Cook and Terence J. Toth. Effective July 1, 2018, Terence J. Toth will be the Chair of the Executive Committee. The members of the Dividend Committee are William C. Hunter, Chair, Albin F. Moschner, Terence J. Toth and Margaret L. Wolff. The members of the Audit Committee are Jack B. Evans, Chair, William C. Hunter, John K. Nelson, Carole E. Stone and Terence J. Toth. The members of the Nominating and Governance Committee are William J. Schneider, Chair (until June 30, 2018), Jack B. Evans, William C. Hunter, Albin F. Moschner, John K. Nelson, Judith M. Stockdale, Carole E. Stone, Terence J. Toth, Margaret L. Wolff and Robert L. Young. The members of the Closed-End Funds Committee are Carole E. Stone, Chair, Margo L. Cook, Jack B. Evans, Albin F. Moschner, William J. Schneider (until June 30, 2018), Terence J. Toth and Robert L. Young.
2019-06-28 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chairman of the Board; Board Member Term: Class I or II Board Member until 2020 annual shareholder meeting Length of Service: Since 2008, Chairman of the Board since 2018 Formerly, Co-Founding Partner, Promus Capital (2008-2017); Director, Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012); formerly Director, LogicMark LLC (2012-2016); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member, Chicago Fellowship Board (since 2005), Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (since 2012) and Chair of its Investment Committee; formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). The Board unanimously recommends that shareholders vote FOR the election of the nominees. The Board has established six standing committees: the Executive Committee, the Dividend Committee, the Audit Committee, the Compliance, Risk Management and Regulatory Oversight Committee, the Nominating and Governance Committee and the Closed-End Funds Committee. The members of the Executive Committee are Terence J. Toth, Chair, Margo L. Cook and Albin F. Moschner. The members of the Audit Committee are Carole E. Stone, Chair, Jack B. Evans, William C. Hunter, John K. Nelson, and Terence J. Toth. The members of the Nominating and Governance Committee are Terence J. Toth, Chair, Jack B. Evans, William C. Hunter, Albin F. Moschner, John K. Nelson, Judith M. Stockdale, Carole E. Stone, Margaret L. Wolff and Robert L. Young. The members of the Closed-End Funds Committee are Jack B. Evans, Chair, Albin F. Moschner, Carole E. Stone, Terence J. Toth and Robert L. Young. Effective January 1, 2019, each Independent Board Member receives a $190,000 annual retainer, plus various fees for meetings and chairmanships. The Chairman of the Board receives $90,000 as annual retainer. Total compensation for Terence J. Toth was $354,650.
2020-06-26 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chairman of the Board; Board Member Term: Class I or II Board Member until 2020 annual shareholder meeting Length of Service: Since 2008, Chairman of the Board since 2018 ... The members of the Executive Committee are Terence J. Toth, Chair ... The members of the Nominating and Governance Committee are Terence J. Toth, Chair ... The members of the Compliance Committee are John K. Nelson, Chair, Albin F. Moschner, Terence J. Toth, Margaret L. Wolff and Robert L. Young ... The members of the Closed-End Funds Committee are Jack B. Evans, Chair, Carole E. Stone, Terence J. Toth, Margaret L. Wolff and Robert L. Young ... Total Compensation from Nuveen Funds Paid to Board Members/ Nominees Terence J. Toth $490,225.
2021-06-25 The Board Members have elected Mr. Toth as the independent Chair of the Board. The members of the Executive Committee are Terence J. Toth, Chair, Albin F. Moschner and Margaret L. Wolf. The members of the Nominating and Governance Committee are Terence J. Toth, Chair, Jack B. Evans, William C. Hunter, Amy B. R. Lancellotta, Joanne T. Medero, Albin F. Moschner, John K. Nelson, Judith M. Stockdale, Carole E. Stone, Matthew Thornton III, Margaret L. Wolff and Robert L. Young. The members of the Compliance Committee are Margaret L. Wolff, Chair, Amy B. R. Lancellotta, Joanne T. Medero, John K. Nelson, Matthew Thornton III, Terence J. Toth and Robert L. Young. The members of the Closed-End Funds Committee are Jack B. Evans, Chair, William C. Hunter, Amy B. R. Lancellotta, Terence J. Toth, Margaret L. Wolff and Robert L. Young. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $467,300.
2022-06-28 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class I or II Board Member until 2023 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since 2018 ...The members of the Executive Committee are Mr. Toth, Chair, Ms. Wolff and Mr. Young. ...The members of the Nominating and Governance Committee are Mr. Toth, Chair, Mr. Evans, Dr. Hunter, Ms. Lancellotta, Ms. Medero, Mr. Moschner, Mr. Nelson, Ms. Stockdale, Ms. Stone, Mr. Thornton, Ms. Wolff and Mr. Young. ...The members of the Compliance Committee are Ms. Wolff, Chair, Dr. Hunter, Ms. Lancellotta, Ms. Medero, Mr. Nelson, Mr. Thornton and Mr. Toth. ...The members of the Closed-End Funds Committee are Mr. Evans, Chair, Dr. Hunter, Ms. Lancellotta, Mr. Nelson, Mr. Toth and Ms. Wolff. ...Total Compensation from Nuveen Funds Paid to Board Members/Nominees ...$499,050
2023-06-30 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class I or II Board Member until 2023 annual shareholder meeting and nominee as Class I or II Board Member until 2026 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 2018 ... The Board has established seven standing committees: the Executive Committee, the Dividend Committee, the Audit Committee, the Compliance, Risk Management and Regulatory Oversight Committee, the Investment Committee, the Nominating and Governance Committee and the Closed-End Funds Committee. The members of the Executive Committee are Mr. Toth, Chair, Mr. Nelson and Mr. Young. ... The members of the Nominating and Governance Committee are Mr. Toth, Chair, Mr. Evans, Dr. Hunter, Ms. Lancellotta, Ms. Medero, Mr. Moschner, Mr. Nelson, Mr. Thornton, Ms. Wolff and Mr. Young. ... The members of the Investment Committee are Dr. Hunter, Chair, Mr. Evans, Ms. Lancellotta, Ms. Medero, Mr. Moschner, Mr. Nelson, Mr. Thornton, Mr. Toth, Ms. Wolff and Mr. Young. ... Total Compensation from Nuveen Funds Paid to Board Members/Nominees: Terence J. Toth $416,325.
2024-06-27 Terence J. Toth, Co-Chair of the Board; Board Member, Term: Class I or II Board Member until 2026 annual shareholder meeting, Length of Service: Since 2008, Committees: Executive Committee, Nominating and Governance Committee, Compliance, Risk Management and Regulatory Oversight Committee, Investment Committee, Closed-End Fund Committee, Total Compensation: $607,350.

Nuveen Credit Strategies Income Fund

Filing Date Source Excerpt
2008-05-16 Terence J. Toth... Private Investor (since 2007); CEO and President, Northern Trust Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004); Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004).
2009-04-02 Terence J. Toth - Director, Legal & General Investment Management America; Managing Partner, Musso Capital Management; CEO and President, Northern Trust Investments; Executive Vice President, Quantitative Management & Securities Lending.
2010-02-26 Terence J. Toth - Director, Legal & General Investment Management America, Inc.; Managing Partner, Musso Capital Management; former CEO and President, Northern Trust Investments.
2011-03-30 Mr. Toth has been Managing Partner at Promus Capital; former CEO and President of Northern Trust Global Investments; holds a Bachelor of Science and an MBA.
2012-03-01 Mr. Toth...graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University.
2013-02-28 Former CEO and President of Northern Trust Global Investments; no software or programming experience mentioned.
2014-03-10 Managing Partner, Promus Capital; former CEO and President, Northern Trust Global Investments; Director of Fulcrum IT Service LLC, Quality Control Corporation, and LogicMark LLC.
2014-06-16 Managing Partner, Promus Capital (since 2008); Director of Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012) and LogicMark LLC (since 2012); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994).
2015-02-17 Managing Partner, Promus Capital (since 2008); Director, Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012) and LogicMark LLC (since 2012); formerly CEO and President, Northern Trust Global Investments (2004-2007).
2016-03-10 Managing Partner, Promus Capital (since 2008); Director, Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012) and LogicMark LLC (since 2012); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004).
2017-02-24 Mr. Toth is a Co-Founding Partner of Promus Capital and has held senior positions at Northern Trust Global Investments and Bankers Trust. He has a Bachelor of Science and an MBA.
2018-02-23 Mr. Toth was Co-Founding Partner of Promus Capital and held executive roles at Northern Trust Global Investments.
2019-02-26 Formerly, Co-Founding Partner, Promus Capital (2008-2017); Director, Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012); formerly Director, LogicMark LLC (2012-2016); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994).
2019-02-26 Formerly, Co-Founding Partner, Promus Capital (2008-2017); Director, Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012); formerly Director, LogicMark LLC (2012-2016); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member, Chicago Fellowship Board (since 2005), Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (since 2012) and Chair of its Investment Committee; formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004).
2020-03-02 Formerly, Co-Founding Partner, Promus Capital (2008-2017); Quality Control Corporation (since 2012); formerly, Director, Fulcrum IT Services, LLC (2010-2019); formerly Director, LogicMark LLC (2012-2016); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994)
2021-03-04 Formerly, Director of Quality Control Corporation (manufacturing) (since 2012); formerly, Director of Fulcrum IT Service LLC (information technology services firm to government entities) (2010-2019); formerly, Director LogicMark LLC (health services) (2012-2016); formerly, Director, Legal & General Investment Management America, Inc. (asset management) (2008-2013); formerly, CEO and President, Northern Trust Global Investments (financial services) (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (financial services) (since 1994); Member of Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (philanthropy) (since 2012) and is Chair of its Investment Committee; formerly, Member, Chicago Fellowship Board (philanthropy) (2005-2016); formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004).
2022-02-24 Mr. Toth graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University. He has served in various investment management and board roles, with no mention of programming or technical degrees.
2023-03-30 Formerly, Director of Fulcrum IT Services LLC (information technology services firm to government entities) (2010-2019); formerly, Director, LogicMark LLC (health services) (2012-2016); ... Mr. Toth graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University.
2024-02-27 Formerly, Co-Founding Partner, Promus Capital (investment advisory firm) (2008-2017); formerly, Director of Quality Control Corporation (manufacturing) (2012-2021); formerly, Director, Fulcrum IT Service LLC (information technology services firm to government entities) (2010-2019).
2025-03-04 Formerly, Co-Founding Partner, Promus Capital (investment advisory firm) (2008-2017); formerly, Director of Quality Control Corporation (manufacturing) (2012-2021).

NUVEEN FLOATING RATE INCOME FUND

Filing Date Source Excerpt
2008-10-10 Terence J. Toth... Private Investor; CEO and President, Northern Trust Investments; Executive Vice President, Quantitative Management & Securities Lending.
2009-10-22 Terence J. Toth - Director, Legal & General Investment Management America, Inc.; Managing Partner, Musso Capital Management; formerly CEO and President, Northern Trust Investments; Executive Vice President, Quantitative Management & Securities Lending.
2010-10-20 Mr. Toth...graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University.
2011-10-14 Mr. Toth graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University.
2012-10-16 Mr. Toth has degrees in science and business administration and has held executive roles in investment management, with no mention of technical or software skills.
2013-10-17 Managing Partner, Promus Capital; former CEO and President of Northern Trust Global Investments; MBA from New York University.
2014-06-16 Managing Partner, Promus Capital (since 2008); Director of Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012) and LogicMark LLC (since 2012); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member, Chicago Fellowship Board (since 2005), Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (since 2012) and a member of its investment committee; formerly, member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004).
2015-02-17 Managing Partner, Promus Capital (since 2008); Director, Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012) and LogicMark LLC (since 2012); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004).
2016-03-10 Managing Partner, Promus Capital; former CEO and President of Northern Trust Global Investments; holds a Bachelor of Science and an MBA.
2017-02-24 Co-Founding Partner of Promus Capital; former CEO and President of Northern Trust Global Investments; holds a Bachelor of Science and an MBA.
2018-02-23 Mr. Toth was a Co-Founding Partner of Promus Capital (2008-2017). From 2004 to 2007, he was Chief Executive Officer and President of Northern Trust Global Investments.
2019-02-26 Formerly, Co-Founding Partner, Promus Capital (2008-2017); Director, Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012); formerly Director, LogicMark LLC (2012-2016); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994).
2020-03-02 Formerly, Co-Founding Partner, Promus Capital (2008-2017); Quality Control Corporation (since 2012); formerly, Director, Fulcrum IT Services, LLC (2010-2019); formerly Director, LogicMark LLC (2012-2016); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member, Chicago Fellowship Board (since 2005), Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (since 2012) and Chair of its Investment Committee; formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004).
2021-03-04 Formerly, Director of Quality Control Corporation (manufacturing) (since 2012); formerly, Director of Fulcrum IT Service LLC (information technology services firm to government entities) (2010-2019); formerly, Director LogicMark LLC (health services) (2012-2016); formerly, Director, Legal & General Investment Management America, Inc. (asset management) (2008-2013); formerly, CEO and President, Northern Trust Global Investments (financial services) (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (financial services) (since 1994); Member of Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (philanthropy) (since 2012) and is Chair of its Investment Committee; formerly, Member, Chicago Fellowship Board (philanthropy) (2005-2016); formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004).
2022-02-24 Mr. Toth graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University. He joined the Board in 2008. His experience includes being a Co-Founding Partner of Promus Capital and various executive roles in financial services.
2023-03-31 Formerly, Co-Founding Partner, Promus Capital (investment advisory firm) (2008-2017); formerly, Director of Quality Control Corporation (manufacturing) (2012-2021); formerly, Director of Fulcrum IT Services LLC (information technology services firm to government entities) (2010-2019); formerly, Director, LogicMark LLC (health services) (2012-2016); formerly, Director, Legal & General Investment Management America, Inc. (asset management) (2008-2013); formerly, CEO and President, Northern Trust Global Investments (financial services) (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (financial services) (since 1994); Chair of the Board of the Kehrein Center for the Arts (philanthropy) (since 2021); Member of Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (philanthropy) (since 2012) and is Chair of its Investment Committee; formerly, Member, Chicago Fellowship Board (philanthropy) (2005-2016); formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004).
2024-02-27 Formerly, Co-Founding Partner, Promus Capital (investment advisory firm) (2008-2017); formerly, Director of Quality Control Corporation (manufacturing) (2012-2021); formerly, Director, Fulcrum IT Service LLC (information technology services firm to government entities) (2010-2019).
2025-03-04 Formerly, Co-Founding Partner, Promus Capital; CEO and President, Northern Trust Global Investments; Executive Vice President, Quantitative Management & Securities Lending.

NUVEEN MASSACHUSETTS QUALITY MUNICIPAL INCOME FUND

Filing Date Source Excerpt
2008-10-10 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member and Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Private Investor (since 2007); CEO and President, Northern Trust Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004); Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). Committees: Jack B. Evans, Chair, Judith M. Stockdale and Terence J. Toth are current members of the dividend committee of each Fund. Robert P. Bremner, Jack B. Evans, David J. Kundert, Chair, William J. Schneider and Terence J. Toth are current members of the audit committee of each Fund. Robert P. Bremner, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, William J. Schneider, Judith M. Stockdale, Carole E. Stone and Terence J. Toth are current members of the nominating and governance committee of each Fund. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: 0.
2009-10-22 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Musso Capital Management (since 2008); formerly, CEO and President, Northern Trust Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004), Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly, Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). 197 Other Complex Member: See Principal Occupation Description Aggregate Compensation from the Funds: $28,695
2010-10-20 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Promus Capital (since 2008); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004), Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly, Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). The Dividend Committee members include Terence J. Toth. The Audit Committee members include Terence J. Toth. The Nominating and Governance Committee members include Terence J. Toth.
2011-10-14 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Promus Capital (since 2008); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member, Goodman Theatre Board (since 2004); Chicago Fellowship Board (since 2005), and Catalyst Schools of Chicago Board (since 2008); formerly Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). 245 N/A Total Compensation from Nuveen Funds Paid to Board Members/Nominees $ 230,630
2012-10-16 Terence J. Toth (9/29/59) - Board Member. Term: Annual or Class II Board Member until 2014. Length of Service: Since 2008. Committees: Audit Committee, Nominating and Governance Committee. Total Compensation: $263,891.
2014-07-11 Terence J. Toth (1959) - Board Member since 2008; Managing Partner Promus Capital; member of Audit Committee, Dividend Committee, Compliance Committee, Nominating and Governance Committee; total compensation from Fund $291.
2015-10-07 Terence J. Toth, Board Member, Term: Class II Board Member until 2017 annual shareholder meeting, Length of Service: Since 2008. Managing Partner, Promus Capital. The members of the Dividend Committee are William C. Hunter, Chair, Jack B. Evans, Judith M. Stockdale and Terence J. Toth. The members of the Audit Committee are Jack B. Evans, Chair, David J. Kundert, John K. Nelson, Carole E. Stone and Terence J. Toth. The members of the Nominating and Governance Committee are William J. Schneider, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, John K. Nelson, Judith M. Stockdale, Carole E. Stone, Virginia L. Stringer and Terence J. Toth. Total Compensation from Nuveen Funds Paid to Independent Board Members/Nominees: $313,964.
2016-10-06 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 1959 Board Member Term: Class II Board Member until 2017 annual shareholder meeting Length of Service: Since 2008 Managing Partner, Promus Capital (since 2008); Director, Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012); formerly Director, LogicMark LLC (2012-2016); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member, Chicago Fellowship Board (since 2005), Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (since 2012) and Chair of its investment committee; formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). Total Compensation from Nuveen Funds Paid to Board Members/Nominees $320,925. The Audit Committee is composed of Independent Board Members who are also “independent” as that term is defined in the listing standards pertaining to closed-end funds of the NYSE or NYSE MKT, as applicable. The members of the Audit Committee are Jack B. Evans, Chair, David J. Kundert, John K. Nelson, Carole E. Stone and Terence J. Toth. The Dividend Committee is authorized to declare distributions on each Fund’s shares including, but not limited to, regular and special dividends, capital gains and ordinary income distributions. The members of the Dividend Committee are William C. Hunter, Chair, Judith M. Stockdale and Terence J. Toth. The Nominating and Governance Committee is composed entirely of Independent Board Members, who are also “independent” as defined by NYSE or NYSE MKT listing standards, as applicable. The members of the Nominating and Governance Committee are William J. Schneider, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, Albin F. Moschner, John K. Nelson, Judith M. Stockdale, Carole E. Stone, Terence J. Toth and Margaret L. Wolff. The Closed-End Funds Committee members are Carole E. Stone, Chair, William Adams IV, Jack B. Evans, Albin F. Moschner, John K. Nelson, William J. Schneider and Terence J. Toth.
2017-10-04 Terence J. Toth, Board Member, Term: Class II Board Member until 2017 annual shareholder meeting, Length of Service: Since 2008. The members of the Audit Committee include Terence J. Toth. The members of the Dividend Committee include Terence J. Toth. The members of the Executive Committee include Terence J. Toth. The members of the Nominating and Governance Committee include Terence J. Toth. The members of the Closed-End Funds Committee include Terence J. Toth. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $23,875.
2018-10-03 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chairman of the Board; Board Member Term: Class II Board Member until 2020 annual shareholder meeting Length of Service: Since 2008, Chairman of the Board since July 1, 2018 ... The members of the Executive Committee are Terence J. Toth, Chair ... The members of the Dividend Committee are William C. Hunter, Chair, Albin F. Moschner, Terence J. Toth and Margaret L. Wolff ... The members of the Audit Committee are Jack B. Evans, Chair, William C. Hunter, John K. Nelson, Carole E. Stone and Terence J. Toth ... The members of the Nominating and Governance Committee are Terence J. Toth, Chair, Jack B. Evans, William C. Hunter, Albin F. Moschner, John K. Nelson, William J. Schneider, Judith M. Stockdale, Carole E. Stone, Margaret L. Wolff and Robert L. Young ... Total Compensation from Nuveen Funds Paid to Board Members/Nominees Terence J. Toth $355,825.
2019-10-23 Terence J. Toth, Chair of the Board; Board Member; Term: Class II Board Member until 2020 annual shareholder meeting; Length of Service: Since 2008, Chair of the Board since July 1, 2018. The Executive Committee members are Terence J. Toth (Chair), Margo L. Cook and Albin F. Moschner. The Audit Committee members include Terence J. Toth. The Nominating and Governance Committee members include Terence J. Toth. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $354,650.
2020-10-13 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class II Board Member until 2020 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 1, 2018 Formerly, Co-Founding Partner, Promus Capital (2008-2017); Director, Quality Control Corporation (since 2012); formerly, Director, Fulcrum IT Services, LLC (2010-2019); formerly Director, LogicMark LLC (2012-2016); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); formerly, Member, Chicago Fellowship Board (2005-2016); Member, Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (since 2012) and Chair of its Investment Committee; formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). Executive Committee. The Executive Committee, which meets between regular meetings of the Board, is authorized to exercise all of the powers of the Board. The members of the Executive Committee are Terence J. Toth, Chair, Albin F. Moschner and Margaret L. Wolff. Compliance, Risk Management and Regulatory Oversight Committee. The members of the Compliance Committee are John K. Nelson, Chair, Albin F. Moschner, Terence J. Toth, Margaret L. Wolff and Robert L. Young. Nominating and Governance Committee. The members of the Nominating and Governance Committee are Terence J. Toth, Chair, Jack B. Evans, William C. Hunter, Albin F. Moschner, John K. Nelson, Judith M. Stockdale, Carole E. Stone, Margaret L. Wolff and Robert L. Young. Total Compensation from Nuveen Funds Paid to Board Members/ Nominees Terence J. Toth 490,225
2021-10-12 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class II Board Member until 2023 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 2018 ... The members of the Executive Committee are Terence J. Toth, Chair ... The members of the Nominating and Governance Committee are Terence J. Toth, Chair ... Total Compensation from Nuveen Funds Paid to Board Members/ Nominees $467,300.
2022-10-07 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class II Board Member until 2023 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 2018 Formerly, Co-Founding Partner, Promus Capital (investment advisory firm) (2008-2017); formerly, Director of Quality Control Corporation (manufacturing) (2012-2021); formerly, Director of Fulcrum IT Services LLC (information technology services firm to government entities) (2010-2019); formerly, Director, LogicMark LLC (health services) (2012-2016); formerly, Director, Legal & General Investment Management America, Inc. (asset management) (2008-2013); formerly, CEO and President, Northern Trust Global Investments (financial services) (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (financial services) (since 1994); Chair of the Board of the Kehrein Center for the Arts (philanthropy) (since 2021); Member of Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (philanthropy) (since 2012) and is Chair of its Investment Committee; formerly, Member, Chicago Fellowship Board (philanthropy) (2005-2016); formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). Total Compensation from Nuveen Funds Paid to Board Members/Nominees $499,050
2023-11-02 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class II Board Member until 2023 annual shareholder meeting and nominee for Class II Board Member until 2026 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 2018 ... The members of the Executive Committee are Mr. Toth, Chair ... The members of the Nominating and Governance Committee are Mr. Toth, Chair ... The members of the Investment Committee are ... Mr. Toth ... Total Compensation from Nuveen Funds Paid to Board Members/Nominees $526,950.
2024-10-17 Terence J. Toth 1959 Board Member Term: Class II Board Member until 2026 annual shareholder meeting Length of Service: Since 2008 Formerly, Co-Founding Partner, Promus Capital (2008-2017). The Executive Committee includes Mr. Toth. The Dividend Committee includes Mr. Toth. The Nominating and Governance Committee includes Mr. Toth. The Compliance Committee includes Mr. Toth. The Closed-End Fund Committee includes Mr. Toth. The Investment Committee includes Mr. Toth. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $607,350.

NUVEEN MISSOURI QUALITY MUNICIPAL INCOME FUND

Filing Date Source Excerpt
2008-10-10 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member and Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Private Investor (since 2007); CEO and President, Northern Trust Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004); Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). Committees: Jack B. Evans, Chair, Judith M. Stockdale and Terence J. Toth are current members of the dividend committee of each Fund. Robert P. Bremner, Jack B. Evans, David J. Kundert, Chair, William J. Schneider and Terence J. Toth are current members of the audit committee of each Fund. Robert P. Bremner, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, William J. Schneider, Judith M. Stockdale, Carole E. Stone and Terence J. Toth are current members of the nominating and governance committee of each Fund. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: 0.
2009-10-22 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Musso Capital Management (since 2008); formerly, CEO and President, Northern Trust Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004), Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly, Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). Number of Portfolios in Fund: 197 Committees: Dividend Committee, Audit Committee, Nominating and Governance Committee Total Compensation: $28,695
2010-10-20 Terence J. Toth* c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Promus Capital (since 2008); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004), Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly, Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). 204 See Principal Occupation Description
2011-10-14 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Promus Capital (since 2008); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member, Goodman Theatre Board (since 2004); Chicago Fellowship Board (since 2005), and Catalyst Schools of Chicago Board (since 2008); formerly Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). 245 N/A
2012-10-16 Terence J. Toth (9/29/59) - Board Member. Term: Annual or Class II Board Member until 2014. Length of Service: Since 2008. Committees: Audit Committee, Nominating and Governance Committee. Total Compensation: $263,891.
2013-10-17 Terence J. Toth is a Board Member. He serves on the Audit Committee, Dividend Committee and Nominating and Governance Committee. Total compensation from Nuveen Funds paid to Terence J. Toth is $298,475.
2014-06-16 Terence J. Toth (1959) Board Member Term: Length of service: Since 2008 Managing Partner, Promus Capital (since 2008); Director of Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012) and LogicMark LLC (since 2012); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member, Chicago Fellowship Board (since 2005), Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (since 2012) and a member of its investment committee; formerly, member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). Committees: Dividend Committee, Audit Committee, Nominating and Governance Committee. Compensation: $305,513.
2015-02-17 Terence J. Toth, Board Member; Term: Class II Board Member until 2017 annual shareholder meeting; Length of Service: Since 2008; Managing Partner, Promus Capital; Member of Audit Committee and Nominating and Governance Committee.
2016-03-10 Terence J. Toth, Board Member, Term: Class II Board Member until 2017 annual shareholder meeting, Length of Service: Since 2008. The members of the Audit Committee are Jack B. Evans, Chair, David J. Kundert, John K. Nelson, Carole E. Stone and Terence J. Toth. The members of the Dividend Committee are William C. Hunter, Chair, Judith M. Stockdale and Terence J. Toth. The members of the Nominating and Governance Committee are William J. Schneider, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, John K. Nelson, Judith M. Stockdale, Carole E. Stone, Terence J. Toth and Margaret L. Wolff. The members of the Closed-End Funds Committee are Carole E. Stone, Chair, William Adams IV, Jack B. Evans, John K. Nelson, William J. Schneider and Terence J. Toth. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $320,574.
2017-02-24 Terence J. Toth, Board Member; Term: Class II Board Member until 2017 annual shareholder meeting; Length of Service: Since 2008; The members of the Audit Committee are Terence J. Toth; The members of the Dividend Committee are Terence J. Toth; The members of the Compliance Committee are Terence J. Toth; The members of the Closed-End Funds Committee are Terence J. Toth; The members of the Executive Committee are Terence J. Toth; Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $349,767.
2018-02-23 Terence J. Toth Board Member Term: Class II Board Member until 2020 annual shareholder meeting Length of Service: Since 2008 The members of the Dividend Committee include Terence J. Toth. The members of the Audit Committee include Terence J. Toth. The members of the Nominating and Governance Committee include Terence J. Toth. The members of the Closed-End Funds Committee include Terence J. Toth. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $355,825.
2019-02-26 Terence J. Toth, Chairman of the Board; Board Member, Term: Class II Board Member until 2020 annual shareholder meeting, Length of Service: Since 2008, Chairman of the Board since July 1, 2018. The Executive Committee, which meets between regular meetings of the Board, is authorized to exercise all of the powers of the Board. The members of the Executive Committee are Terence J. Toth, Chair, Margo L. Cook and Albin F. Moschner. The members of the Audit Committee are Jack B. Evans, William C. Hunter, John K. Nelson, Carole E. Stone, Chair, and Terence J. Toth. The members of the Nominating and Governance Committee are Terence J. Toth, Chair, Jack B. Evans, William C. Hunter, Albin F. Moschner, John K. Nelson, Judith M. Stockdale, Carole E. Stone, Margaret L. Wolff and Robert L. Young. The members of the Closed-End Funds Committee are Jack B. Evans, Albin F. Moschner, Carole E. Stone, Terence J. Toth and Robert L. Young. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $354,650.
2020-03-02 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class II Board Member until 2020 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 1, 2018 Formerly, Co-Founding Partner, Promus Capital (2008-2017); Quality Control Corporation (since 2012); formerly, Director, Fulcrum IT Services, LLC (2010-2019); formerly Director, LogicMark LLC (2012-2016); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member, Chicago Fellowship Board (since 2005), Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (since 2012) and Chair of its Investment Committee; formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). The Executive Committee, which meets between regular meetings of the Board, is authorized to exercise all of the powers of the Board. The members of the Executive Committee are Terence J. Toth, Chair, and Albin F. Moschner. The Nominating and Governance Committee is composed entirely of Independent Board Members, who are also "independent" as defined by NYSE or NASDAQ listing standards, as applicable. The members of the Nominating and Governance Committee are Terence J. Toth, Chair, Jack B. Evans, William C. Hunter, Albin F. Moschner, John K. Nelson, Judith M. Stockdale, Carole E. Stone, Margaret L. Wolff and Robert L. Young. The Compliance Committee operates under a written charter adopted and approved by the Board. The members of the Compliance Committee are John K. Nelson, Chair, Albin F. Moschner, Terence J. Toth, Margaret L. Wolff and Robert L. Young. The Closed-End Funds Committee operates under a written charter adopted and approved by the Board. The members of the Closed-End Funds Committee are Jack B. Evans, Chair, Carole E. Stone, Terence J. Toth, Margaret L. Wolff and Robert L. Young. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $490,225.
2021-03-04 Terence J. Toth, Chair of the Board; Board Member, Term: Class II Board Member until 2023 annual shareholder meeting, Length of Service: Since 2008, Chair of the Board since July 1, 2018. The members of the Executive Committee are Mr. Toth, Chair, Mr. Moschner and Ms. Wolff. The members of the Nominating and Governance Committee are Mr. Toth, Chair, Mr. Evans, Dr. Hunter, Mr. Moschner, Mr. Nelson, Ms. Stockdale, Mr. Stone, Mr. Thornton, Ms. Wolff and Mr. Young. The members of the Compliance Committee are Ms. Wolff, Chair, Mr. Nelson, Mr. Thornton, Mr. Toth and Mr. Young. The members of the Closed-End Funds Committee are Mr. Evans, Chair, Dr. Hunter, Mr. Toth, Ms. Wolff and Mr. Young. Total Compensation from Nuveen Funds Paid to Board Members: $467,300.
2022-02-24 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class II Board Member until 2023 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 2018 ... The members of the Executive Committee are Mr. Toth, Chair, Ms. Wolff and Mr. Young ... The members of the Nominating and Governance Committee are Mr. Toth, Chair, Mr. Evans, Dr. Hunter, Ms. Lancellotta, Ms. Medero, Mr. Moschner, Mr. Nelson, Ms. Stockdale, Ms. Stone, Mr. Thornton, Ms. Wolff and Mr. Young ... The members of the Compliance Committee are Ms. Wolff, Chair, Dr. Hunter, Ms. Lancellotta, Ms. Medero, Mr. Nelson, Mr. Thornton and Mr. Toth ... The members of the Closed-End Funds Committee are Mr. Evans, Chair, Dr. Hunter, Ms. Lancellotta, Mr. Nelson, Mr. Toth and Ms. Wolff ... Total Compensation from Nuveen Funds Paid to Board Members: $499,050.
2023-03-30 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class II Board Member until 2023 annual shareholder meeting and nominee as Class II Board Member until 2026 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 2018
2024-02-27 Terence J. Toth, Independent Co-Chair of the Board for a six-month term ending on June 30, 2024. He serves on the Executive Committee, Nominating and Governance Committee, Compliance Committee, Investment Committee, and Closed-End Fund Committee. Total Compensation from funds in the Fund Complex Paid to Board Members: $607,350.

Nuveen Multi-Market Income Fund

Filing Date Source Excerpt
2014-06-18 Terence J. Toth (1959) Director Managing Partner, Promus Capital (since 2008); Director, Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012) and LogicMark LLC (since 2012); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member, Chicago Fellowship Board (since 2005), Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (since 2012) and a member of its investment committee; formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). Members of the Nominating and Governance Committee are William J. Schneider, Chair, Robert P. Bremner, Jack B. Evans, William C. Hunter, David J. Kundert, John K. Nelson, Judith M. Stockdale, Carole E. Stone, Virginia L. Stringer and Terence J. Toth. The Compliance Committee members are Judith M. Stockdale, Chair, William C. Hunter, John K. Nelson and Virginia L. Stringer. Compensation: $305,513 from the Nuveen Fund Complex.
2015-02-17 Terence J. Toth, Board Member; Term: Class II Board Member until 2017 annual shareholder meeting; Length of Service: Since 2008; Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $313,964; Committees: Audit Committee, Nominating and Governance Committee, Dividend Committee.
2016-03-10 Terence J. Toth Board Member Term: Class II Board Member until 2017 annual shareholder meeting Length of Service: Since 2008 Managing Partner, Promus Capital (since 2008); Director, Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012) and LogicMark LLC (since 2012); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member, Chicago Fellowship Board (since 2005), Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (since 2012) and is Chair of its investment committee; formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). The members of the Audit Committee are Jack B. Evans, Chair, David J. Kundert, John K. Nelson, Carole E. Stone and Terence J. Toth. The members of the Dividend Committee are William C. Hunter, Chair, Judith M. Stockdale and Terence J. Toth. The members of the Nominating and Governance Committee are William J. Schneider, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, John K. Nelson, Judith M. Stockdale, Carole E. Stone, Terence J. Toth and Margaret L. Wolff. The members of the Compliance, Risk Management and Regulatory Oversight Committee are John K. Nelson, Chair, William C. Hunter, Judith M. Stockdale and Margaret L. Wolff. The members of the Closed-End Funds Committee are Carole E. Stone, Chair, William Adams IV, Jack B. Evans, John K. Nelson, William J. Schneider and Terence J. Toth. Total Compensation from Nuveen Funds Paid to Board Members/Nominees $320,574.
2017-02-24 Terence J. Toth is Board Member. Term: Class II Board Member until 2017 annual shareholder meeting. The members of the Audit Committee are Jack B. Evans, Chair, David J. Kundert, John K. Nelson, Carole E. Stone and Terence J. Toth. The members of the Nominating and Governance Committee are William J. Schneider, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, Albin F. Moschner, John K. Nelson, Judith M. Stockdale, Carole E. Stone, Terence J. Toth and Margaret L. Wolff. The members of the Dividend Committee are William C. Hunter, Chair, Terence J. Toth and Margaret L. Wolff. The members of the Closed-End Funds Committee are Carole E. Stone, Chair, William Adams IV, Jack B. Evans, Albin F. Moschner, John K. Nelson, William J. Schneider and Terence J. Toth. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $349,767.
2018-02-23 Terence J. Toth, Board Member, Term: Class II Board Member until 2020 annual shareholder meeting, Length of Service: Since 2008. The members of the Audit Committee include Terence J. Toth. The members of the Dividend Committee include Terence J. Toth. The members of the Nominating and Governance Committee include Terence J. Toth. The members of the Closed-End Funds Committee include Terence J. Toth. The members of the Executive Committee include Terence J. Toth. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $355,825.
2019-02-26 Terence J. Toth, Chairman of the Board; Board Member, Term: Class II Board Member until 2020 annual shareholder meeting, Length of Service: Since 2008, Chairman of the Board since July 1, 2018. The Board has elected Terence J. Toth as the independent Chairman of the Board. The Executive Committee members are Terence J. Toth, Chair. The Audit Committee members include Terence J. Toth. The Nominating and Governance Committee members include Terence J. Toth, Chair. The Closed-End Funds Committee members include Terence J. Toth. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $354,650.
2020-03-02 Terence J. Toth Chair of the Board; Board Member Term: Class II Board Member until 2020 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 1, 2018 ... The Executive Committee, which meets between regular meetings of the Board, is authorized to exercise all of the powers of the Board. The members of the Executive Committee are Terence J. Toth, Chair, and Albin F. Moschner. ... The members of the Nominating and Governance Committee are Terence J. Toth, Chair, Jack B. Evans, William C. Hunter, Albin F. Moschner, John K. Nelson, Judith M. Stockdale, Carole E. Stone, Margaret L. Wolff and Robert L. Young. ... The members of the Compliance Committee are John K. Nelson, Chair, Albin F. Moschner, Terence J. Toth, Margaret L. Wolff and Robert L. Young. ... Total Compensation from Nuveen Funds Paid to Board Members/Nominees ... Terence J. Toth $490,225.
2021-03-04 Terence J. Toth, Chair of the Board; Board Member, Term: Class II Board Member until 2023 annual shareholder meeting, Length of Service: Since 2008, Chair of the Board since July 1, 2018. The members of the Executive Committee are Mr. Toth, Chair, Mr. Moschner and Ms. Wolff. The members of the Compliance Committee are Ms. Wolff, Chair, Mr. Nelson, Mr. Thornton, Mr. Toth and Mr. Young. The members of the Nominating and Governance Committee are Mr. Toth, Chair, Mr. Evans, Dr. Hunter, Mr. Moschner, Mr. Nelson, Ms. Stockdale, Mr. Stone, Mr. Thornton, Ms. Wolff and Mr. Young. The members of the Closed-End Funds Committee are Mr. Evans, Chair, Dr. Hunter, Mr. Toth, Ms. Wolff and Mr. Young. Total Compensation from Nuveen Funds Paid to Board Members: $467,300.
2022-02-24 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class II Board Member until 2023 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 2018 ... The members of the Executive Committee are Mr. Toth, Chair, Ms. Wolff and Mr. Young ... The members of the Nominating and Governance Committee are Mr. Toth, Chair, Mr. Evans, Dr. Hunter, Ms. Lancellotta, Ms. Medero, Mr. Moschner, Mr. Nelson, Ms. Stockdale, Ms. Stone, Mr. Thornton, Ms. Wolff and Mr. Young ... The members of the Compliance Committee are Ms. Wolff, Chair, Dr. Hunter, Ms. Lancellotta, Ms. Medero, Mr. Nelson, Mr. Thornton and Mr. Toth ... The members of the Dividend Committee are Mr. Young, Chair, Mr. Moschner, Mr. Nelson and Mr. Thornton ... The members of the Closed-End Funds Committee are Mr. Evans, Chair, Dr. Hunter, Ms. Lancellotta, Mr. Nelson, Mr. Toth and Ms. Wolff ... Total Compensation from Nuveen Funds Paid to Board Members Terence J. Toth $499,050.
2023-03-30 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class II Board Member until 2023 annual shareholder meeting and nominee as Class II Board Member until 2026 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 2018 ... The Board has established seven standing committees ... The members of the Executive Committee are Mr. Toth, Chair ... The members of the Nominating and Governance Committee are Mr. Toth, Chair ... The members of the Investment Committee are ... Mr. Toth ... The members of the Closed-End Funds Committee are ... Mr. Toth ... Total Compensation from Nuveen Funds Paid to Board Members ... Terence J. Toth ... $526,950.
2024-02-27 Terence J. Toth 333 West Wacker Drive Chicago, IL 60606 1959 Co-Chair of the Board; Board Member Term: Class II Board Member until 2026 annual shareholder meeting and, for Multi-Market Income, nominee for Class II Board Member until 2026 annual shareholder meeting Length of Service: Since 2008, Co-Chair of the Board since 2024 Formerly, Co-Founding Partner, Promus Capital (investment advisory firm) (2008-2017).
2025-03-04 Terence J. Toth 333 West Wacker Drive Chicago, IL 60606 1959 Board Member Term: Class II Board Member until 2026 annual shareholder meeting and, for Multi-Market Income, nominee for Class II Board Member until 2026 annual shareholder meeting Length of Service: Since 2008 Formerly, Co-Founding Partner, Promus Capital (investment advisory firm) (2008-2017); formerly, Director of Quality Control Corporation (manufacturing) (2012-2021); formerly, Director, Fulcrum IT Service LLC (information technology services firm to government entities) (2010-2019); formerly, Director, LogicMark LLC (health services) (2012-2016); formerly, Director, Legal & General Investment Management America, Inc. (asset management) (2008- 2013); formerly, CEO and President, Northern Trust Global Investments (financial services) (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (financial services) (since 1994).

Nuveen Municipal Credit Income Fund

Filing Date Source Excerpt
2008-06-30 Terence J. Toth - CEO and President, Northern Trust Investments; Executive Vice President, Quantitative Management & Securities Lending; various positions with Northern Trust Company.
2009-06-18 Terence J. Toth - Director, Legal & General Investment Management America, Inc.; Managing Partner, Musso Capital Management; CEO and President, Northern Trust Investments.
2010-06-18 Mr. Toth has a Bachelor of Science degree and an MBA. His experience is in investment management and executive roles, with no mention of programming or software engineering.
2011-06-22 Mr. Toth... graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University.
2012-07-02 Mr. Toth has served as a Director of Legal & General Investment Management America, Inc. since 2008 and as a Managing Partner at Promus Capital (since 2008). From 2004 to 2007, he was Chief Executive Officer and President of Northern Trust Global Investments, and Executive Vice President of Quantitative Management & Securities Lending from 2000 to 2004. He also formerly served on the Board of the Northern Trust Mutual Funds. He joined Northern Trust in 1994 after serving as Managing Director and Head of Global Securities Lending at Bankers Trust (1986 to 1994) and Head of Government Trading and Cash Collateral Investment at Northern Trust from 1982 to 1986. He currently serves on the Boards of the Goodman Theatre, Chicago Fellowship and the Mather Foundation. Mr. Toth is Chairman of the Board of Catalyst Schools of Chicago. Mr. Toth graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University. In 2005, he graduated from the CEO Perspectives Program at Northwestern University.
2013-06-27 Mr. Toth is a Managing Partner at Promus Capital (since 2008). From 2008 to 2013, he served as a Director of Legal & General Investment Management America, Inc. From 2004 to 2007, he was Chief Executive Officer and President of Northern Trust Global Investments, and Executive Vice President of Quantitative Management & Securities Lending from 2000 to 2004. He also formerly served on the Board of the Northern Trust Mutual Funds. He joined Northern Trust in 1994 after serving as Managing Director and Head of Global Securities Lending at Bankers Trust (1986 to 1994) and Head of Government Trading and Cash Collateral Investment at Northern Trust from 1982 to 1986. He currently serves on the Boards of Chicago Fellowship, Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012) and LogicMark LLC (since 2012), and is Chairman of the Board of Catalyst Schools of Chicago. He is on the Mather Foundation Board (since 2012) and is a member of its investment committee. Mr. Toth graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University. In 2005, he graduated from the CEO Perspectives Program at Northwestern University.
2014-06-16 Terence J. Toth, Managing Partner at Promus Capital; former CEO and President of Northern Trust Global Investments; no mention of software or programming skills.
2015-07-01 Managing Partner, Promus Capital (since 2008); Director, Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012) and LogicMark LLC (since 2012); formerly CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004).
2016-06-24 Managing Partner of Promus Capital; former CEO and President of Northern Trust Global Investments; MBA from New York University.
2017-06-23 Co-Founding Partner of Promus Capital; former CEO and President of Northern Trust Global Investments; holds a Bachelor of Science and an MBA.
2018-06-28 Formerly, Co-Founding Partner, Promus Capital; Director, Fulcrum IT Service LLC; CEO and President, Northern Trust Global Investments; Executive Vice President, Quantitative Management & Securities Lending.
2019-06-28 Formerly, Co-Founding Partner, Promus Capital (2008-2017); Director, Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012); formerly Director, LogicMark LLC (2012-2016); formerly CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994).
2020-06-26 Mr. Toth graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University. He was a Co-Founding Partner of Promus Capital and held executive roles in investment management.
2021-06-25 Mr. Toth graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University. He has served in various investment management roles and board positions, with no mention of programming or software engineering.
2022-06-28 Formerly, Co-Founding Partner, Promus Capital (investment advisory firm) (2008-2017); formerly, Director of Quality Control Corporation (manufacturing) (2012-2021); formerly, Director of Fulcrum IT Services LLC (information technology services firm to government entities) (2010-2019); formerly, Director, LogicMark LLC (health services) (2012-2016); formerly, Director, Legal & General Investment Management America, Inc. (asset management) (2008-2013); formerly, CEO and President, Northern Trust Global Investments (financial services) (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (financial services) (since 1994); Chair of the Board of the Kehrein Center for the Arts (philanthropy) (since 2021); Member of Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (philanthropy) (since 2012) and is Chair of its Investment Committee; formerly, Member, Chicago Fellowship Board (philanthropy) (2005-2016); formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004).
2023-06-30 Formerly, Co-Founding Partner, Promus Capital (investment advisory firm) (2008-2017); formerly, Director of Quality Control Corporation (manufacturing) (2012-2021); formerly, Director of Fulcrum IT Services LLC (information technology services firm to government entities) (2010-2019); formerly, Director, LogicMark LLC (health services) (2012-2016); formerly, Director, Legal & General Investment Management America, Inc. (asset management) (2008-2013); formerly, CEO and President, Northern Trust Global Investments (financial services) (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (financial services) (since 1994); Chair of the Board of the Kehrein Center for the Arts (philanthropy) (since 2021); Member of Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (philanthropy) (since 2012), formerly Chair of its Investment Committee (2017-2022); formerly, Member, Chicago Fellowship Board (philanthropy) (2005-2016); formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004).
2024-06-27 Formerly, Co-Founding Partner, Promus Capital (investment advisory firm) (2008-2017); formerly, Director of Quality Control Corporation (manufacturing) (2012- 2021).

NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND

Filing Date Source Excerpt
2008-06-30 Terence J. Toth... Private Investor; CEO and President, Northern Trust Investments.
2009-06-18 Terence J. Toth - Director, Legal & General Investment Management America, Inc.; Managing Partner, Musso Capital Management; CEO and President, Northern Trust Investments; Executive Vice President, Quantitative Management & Securities Lending.
2010-06-18 Mr. Toth has a Bachelor of Science degree and an MBA. His experience is in investment management and executive roles, with no mention of programming or technical skills.
2011-06-22 Mr. Toth graduated with a Bachelor of Science degree from the University of Illinois and received his MBA from New York University; he has held executive roles in investment management.
2012-07-02 Mr. Toth has been CEO and President of Northern Trust Global Investments and has a Bachelor of Science and an MBA.
2013-04-25 Terence J. Toth, Managing Partner, Promus Capital; Director of Fulcrum IT Service LLC, Quality Control Corporation, LogicMark LLC.
2014-06-16 Terence J. Toth, Managing Partner at Promus Capital; former CEO and President of Northern Trust Global Investments; no mention of software or programming skills.
2015-07-01 Managing Partner, Promus Capital; Director of Fulcrum IT Service LLC, Quality Control Corporation and LogicMark LLC; formerly CEO and President of Northern Trust Global Investments; Executive Vice President, Quantitative Management & Securities Lending.
2016-06-24 Managing Partner, Promus Capital; Director of Fulcrum IT Service LLC, Quality Control Corporation, and LogicMark LLC; MBA from New York University.
2017-06-23 Co-Founding Partner of Promus Capital; former CEO and President of Northern Trust Global Investments; holds a Bachelor of Science and an MBA.
2018-06-28 Formerly, Co-Founding Partner, Promus Capital (2008-2017); Director, Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012); formerly CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004).
2019-06-28 Formerly, Co-Founding Partner, Promus Capital (2008-2017); Director, Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012); formerly Director, LogicMark LLC (2012-2016); formerly CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994).
2020-06-26 Mr. Toth graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University. He was a Co-Founding Partner of Promus Capital and served as CEO and President of Northern Trust Global Investments.
2021-06-25 Mr. Toth graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University. He was Co-Founding Partner of Promus Capital and held executive roles in investment management.
2022-06-28 Mr. Toth graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University. He was a Co-Founding Partner of Promus Capital and held various executive roles in financial services.
2023-06-30 Formerly, Co-Founding Partner, Promus Capital (investment advisory firm) (2008-2017); formerly, Director of Quality Control Corporation (manufacturing) (2012-2019); formerly, Director of Fulcrum IT Services LLC (information technology services firm to government entities) (2010-2019); formerly, Director, LogicMark LLC (health services) (2012-2016); formerly, Director, Legal & General Investment Management America, Inc. (asset management) (2008-2013); formerly, CEO and President, Northern Trust Global Investments (financial services) (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (financial services) (since 1994); Chair of the Board of the Kehrein Center for the Arts (philanthropy) (since 2021); Member of Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (philanthropy) (since 2012), formerly Chair of its Investment Committee (2017-2022); formerly, Member, Chicago Fellowship Board (philanthropy) (2005-2016); formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004).
2024-06-27 Formerly, Director of Fulcrum IT Service LLC (information technology services firm to government entities) (2010-2019); formerly, Director, LogicMark LLC (health services) (2012-2016); formerly, CEO and President, Northern Trust Global Investments.

NUVEEN MUNICIPAL INCOME FUND INC

Filing Date Source Excerpt
2008-06-30 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Standing for Initial Election Private Investor (since 2007); CEO and President, Northern Trust Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004); Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). The Board of each Fund has five standing committees: the executive committee, the dividend committee, the compliance, risk management and regulatory oversight committee, the audit committee and the nominating and governance committee. Effective July 1, 2008, Mr. Toth will serve as a member of the dividend and the nominating and governance committees of each Fund. The Board Member affiliated with Nuveen and the Adviser serves without any compensation from the Funds. Prior to January 1, 2008, for all Nuveen funds, Independent Board Members received a $95,000 annual retainer plus fees. Effective January 1, 2008, Independent Board Members receive a $100,000 annual retainer plus fees. The table below shows, for each Independent Board Member, the aggregate compensation paid by each Fund to each Board Member for its last fiscal year and paid for service on the boards of the Nuveen open-end and closed-end funds managed by the Adviser for the last fiscal year. Terence J. Toth total compensation: $0.
2009-06-18 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Musso Capital Management (since 2008); Private Investor (since 2007); CEO and President, Northern Trust Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004); Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). The Board of each Fund has five standing committees: the executive committee, the audit committee, the nominating and governance committee, the dividend committee and the compliance, risk management and regulatory oversight committee. Jack B. Evans, Chair, Judith M. Stockdale and Terence J. Toth are current members of the dividend committee of each Fund. Robert P. Bremner, Jack B. Evans, David J. Kundert, Chair, William J. Schneider and Terence J. Toth are current members of the audit committee of each Fund. Robert P. Bremner, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, William J. Schneider, Judith M. Stockdale, Carole E. Stone and Terence J. Toth are current members of the nominating and governance committee of each Fund. Total Compensation from Nuveen Funds Paid to Board Members/Nominees Based on the total compensation paid, including deferred fees (including the return from the assumed investment in the eligible Nuveen funds), to the Board Members for the calendar year ended December 31, 2008 for services to the Nuveen open-end and closed-end funds advised by NAM: Terence J. Toth $28,695.
2010-06-18 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Promus Capital Management (since 2008); formerly CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004), Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). 200 Other Complex Directorships Held: See Principal Occupation Description
2011-06-22 Terence J. Toth* c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Promus Capital (since 2008); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004); Chicago Fellowship Board (since 2005), and Catalyst Schools of Chicago Board (since 2008); formerly Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). 245 See Principal Occupation Description
2012-07-02 Terence J. Toth (9/29/59) Board Member Term: Annual or Class II Board Member until 2014 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc. Aggregate Compensation from the Funds: $263,891. Committees: Audit Committee, Dividend Committee, Nominating and Governance Committee.
2013-06-27 Terence J. Toth (9/29/59) Board Member Term: Annual or Class II Board Member until 2014 Length of Service: Since 2008 Managing Partner, Promus Capital. Members of the Audit Committee are Terence J. Toth. Members of the Dividend Committee are Terence J. Toth. Members of the Nominating and Governance Committee are Terence J. Toth.
2014-06-16 Terence J. Toth (1959) Board Member Term: Length of service: Since 2008 Managing Partner, Promus Capital (since 2008); Director of Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012) and LogicMark LLC (since 2012); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member, Chicago Fellowship Board (since 2005), Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (since 2012) and a member of its investment committee; formerly, member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). Number of Portfolios in Fund Complex Overseen by Board Member: 201. None. Members of the Audit Committee include Terence J. Toth. Members of the Dividend Committee include Terence J. Toth. Members of the Nominating and Governance Committee include Terence J. Toth. Aggregate Compensation from the Funds Paid to Board Members: $305,513.
2015-07-01 Terence J. Toth, Board Member; Term: Class II Board Member until 2017 annual shareholder meeting; Length of Service: Since 2008; Member of Audit Committee and Nominating and Governance Committee.
2016-06-24 Terence J. Toth, Board Member; Term: Class II Board Member until 2017 annual shareholder meeting; Length of Service: Since 2008; Compensation: $278,625; Committees: Audit Committee, Dividend Committee, Nominating and Governance Committee, Closed-End Funds Committee.
2017-06-23 Terence J. Toth is a Board Member and serves on the Audit Committee, Dividend Committee, Nominating and Governance Committee, and Closed-End Funds Committee. Total compensation from Nuveen Funds paid to Terence J. Toth is $349,767.
2018-06-28 Terence J. Toth, Board Member, Term: Since 2008. Chair of Executive Committee effective July 1, 2018. Member of Dividend Committee, Audit Committee, Nominating and Governance Committee, Closed-End Funds Committee. Compensation: $355,825.
2019-06-28 Terence J. Toth Chairman of the Board; Board Member Term: Class I or II Board Member until 2020 annual shareholder meeting Length of Service: Since 2008, Chairman of the Board since 2018 The Board has elected Terence J. Toth as the independent Chairman of the Board. The members of the Executive Committee are Terence J. Toth, Chair, Margo L. Cook and Albin F. Moschner. The members of the Audit Committee are Carole E. Stone, Chair, Jack B. Evans, William C. Hunter, John K. Nelson, and Terence J. Toth. The members of the Nominating and Governance Committee are Terence J. Toth, Chair, Jack B. Evans, William C. Hunter, Albin F. Moschner, John K. Nelson, Judith M. Stockdale, Carole E. Stone, Margaret L. Wolff and Robert L. Young. The members of the Closed-End Funds Committee are Jack B. Evans, Chair, Albin F. Moschner, Carole E. Stone, Terence J. Toth and Robert L. Young. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $354,650.
2020-06-26 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chairman of the Board; Board Member Length of Service: Since 2008, Chairman of the Board since 2018 ... The members of the Executive Committee are Terence J. Toth, Chair ... The members of the Nominating and Governance Committee are Terence J. Toth, Chair ... The members of the Compliance Committee are John K. Nelson, Chair, Albin F. Moschner, Terence J. Toth, Margaret L. Wolff and Robert L. Young ... The members of the Closed-End Funds Committee are Jack B. Evans, Chair, Carole E. Stone, Terence J. Toth, Margaret L. Wolff and Robert L. Young ... Total Compensation from Nuveen Funds Paid to Board Members/ Nominees Terence J. Toth $490,225.
2021-06-25 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class I or II Board Member until 2023 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 2018 ... The members of the Executive Committee are Terence J. Toth, Chair ... The members of the Nominating and Governance Committee are Terence J. Toth, Chair ... The members of the Compliance Committee are ... Terence J. Toth ... The members of the Closed-End Funds Committee are ... Terence J. Toth ... Total Compensation from Nuveen Funds Paid to Board Members/Nominees ... $467,300.
2022-06-28 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class I or II Board Member until 2023 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since 2018 ...The members of the Executive Committee are Mr. Toth, Chair, Ms. Wolff and Mr. Young. ...The members of the Nominating and Governance Committee are Mr. Toth, Chair, Mr. Evans, Dr. Hunter, Ms. Lancellotta, Ms. Medero, Mr. Moschner, Mr. Nelson, Ms. Stockdale, Ms. Stone, Mr. Thornton, Ms. Wolff and Mr. Young. ...The members of the Compliance Committee are Ms. Wolff, Chair, Dr. Hunter, Ms. Lancellotta, Ms. Medero, Mr. Nelson, Mr. Thornton and Mr. Toth. ...The members of the Closed-End Funds Committee are Mr. Evans, Chair, Dr. Hunter, Ms. Lancellotta, Mr. Nelson, Mr. Toth and Ms. Wolff. ...Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $499,050.
2023-06-30 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class I or II Board Member until 2023 annual shareholder meeting and nominee as Class I or II Board Member until 2026 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 2018 Formerly, Co-Founding Partner, Promus Capital (investment advisory firm) (2008-2017); formerly, Director of Quality Control Corporation (manufacturing) (2012-2021); formerly, Director of Fulcrum IT Services LLC (information technology services firm to government entities) (2010-2019); formerly, Director, LogicMark LLC (health services) (2012-2016); formerly, Director, Legal & General Investment Management America, Inc. (asset management) (2008-2013); formerly, CEO and President, Northern Trust Global Investments (financial services) (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (financial services) (since 1994); Chair of the Board of the Kehrein Center for the Arts (philanthropy) (since 2021); Member of Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (philanthropy) (since 2012), formerly Chair of its Investment Committee (2017-2022); formerly, Member, Chicago Fellowship Board (philanthropy) (2005-2016); formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). Total Compensation from Nuveen Funds Paid to Board Members/Nominees $416,325.
2024-06-27 Terence J. Toth, Co-Chair of the Board; Board Member, Term: Class I or II Board Member until 2026 annual shareholder meeting, Length of Service: Since 2008, Co-Chair of the Board since 2024, Formerly Co-Founding Partner of Promus Capital; Chair of Kehrein Center for the Arts; Executive Committee member; Nominating and Governance Committee member; Compliance Committee member; Investment Committee member; Closed-End Fund Committee member; Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $607,350.

NUVEEN MUNICIPAL VALUE FUND INC

Filing Date Source Excerpt
2008-06-30 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Standing for Initial Election Private Investor (since 2007); CEO and President, Northern Trust Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004); Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). 23 See Principal Occupation Description Committees: Mr. Toth will serve as a member of the dividend and the nominating and governance committees of each Fund.
2009-06-18 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Musso Capital Management (since 2008); Private Investor (since 2007); CEO and President, Northern Trust Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004); Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). Jack B. Evans, Chair, Judith M. Stockdale and Terence J. Toth are current members of the dividend committee of each Fund. Robert P. Bremner, Jack B. Evans, David J. Kundert, Chair, William J. Schneider and Terence J. Toth are current members of the audit committee of each Fund. Robert P. Bremner, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, William J. Schneider, Judith M. Stockdale, Carole E. Stone and Terence J. Toth are current members of the nominating and governance committee of each Fund. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $28,695.
2010-06-18 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Promus Capital Management (since 2008); formerly CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004), Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). The Audit Committee members are Robert P. Bremner, Jack B. Evans, David J. Kundert, Chair, William J. Schneider and Terence J. Toth, each of whom is an independent Board Member of the Funds. The Dividend Committee is authorized to declare distributions on each Fund's shares including, but not limited to, regular and special dividends, capital gains and ordinary income distributions. The members of the Dividend Committee are Jack B. Evans, Chair, Judith M. Stockdale and Terence J. Toth. The Nominating and Governance Committee has a separate meeting each year to, among other things, review the Board and committee structures, their performance and functions, and recommend any modifications thereto or alternative structures or processes that would enhance the Board's governance over the Funds' business. The members of the Nominating and Governance Committee are Robert P. Bremner, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, William J. Schneider, Judith M. Stockdale, Carole E. Stone and Terence J. Toth. The total compensation from Nuveen Funds paid to Terence J. Toth for the calendar year ended December 31, 2009 was $247,289.
2011-06-22 Terence J. Toth* c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Promus Capital (since 2008); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004); Chicago Fellowship Board (since 2005), and Catalyst Schools of Chicago Board (since 2008); formerly Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). 245 See Principal Occupation Description
2012-07-02 Terence J. Toth (9/29/59) - Board Member; Term: Annual or Class II Board Member until 2014; Length of Service: Since 2008. Committees: Audit Committee, Dividend Committee, Nominating and Governance Committee. Total Compensation: $263,891.
2013-06-27 Terence J. Toth (9/29/59) Board Member Term: Annual or Class II Board Member until 2014 Length of Service: Since 2008 Managing Partner, Promus Capital. Aggregate Compensation from Nuveen Funds Paid to Board Members/Nominees: $298,475. Members of the Audit Committee include Terence J. Toth. Members of the Nominating and Governance Committee include Terence J. Toth.
2014-06-16 Terence J. Toth (1959) Board Member Term: Length of service: Since 2008 Managing Partner, Promus Capital (since 2008); Director of Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012) and LogicMark LLC (since 2012); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member, Chicago Fellowship Board (since 2005), Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (since 2012) and a member of its investment committee; formerly, member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). Number of Portfolios in Fund Complex Overseen by Board Member: 201. Independent Board Members receive a $150,000 annual retainer plus fees for meetings and additional retainers for committee chairs. Total compensation from Nuveen Funds paid to Board Members for 2013: $283,276.
2015-07-01 Terence J. Toth, 1959, Board Member, Term: Class II Board Member until 2017 annual shareholder meeting, Length of Service: Since 2008. Compensation: $313,964. Committees: Audit Committee, Nominating and Governance Committee.
2016-06-24 Terence J. Toth, Board Member, Term: Class II Board Member until 2017 annual shareholder meeting, Length of Service: Since 2008. Managing Partner, Promus Capital. The Audit Committee members include Terence J. Toth. The Dividend Committee members include Terence J. Toth. The Nominating and Governance Committee members include Terence J. Toth. The Closed-End Funds Committee members include Terence J. Toth. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $320,574.
2017-06-23 Terence J. Toth is Board Member. Member of Audit Committee, Dividend Committee, Nominating and Governance Committee, and Closed-End Funds Committee. Total compensation from Nuveen Funds paid to Terence J. Toth is $349,767.
2018-06-28 Terence J. Toth, Board Member, Term: Since 2008, CEO and President of Northern Trust Global Investments, Compensation: $355,825
2019-06-28 Terence J. Toth, Chairman of the Board; Board Member; Term: Class I or II Board Member until 2020 annual shareholder meeting; Length of Service: Since 2008, Chairman of the Board since 2018; The Board unanimously recommends that shareholders vote FOR the election of the nominees.
2020-06-26 Terence J. Toth c/o Nuveen 333 West Wacker DriveChicago, IL 60606 1959 Chairman of the Board; Board Member Term: Class I or II Board Member until 2020 annual shareholder meeting Length of Service: Since 2008, Chairman of the Board since 2018 ... The members of the Executive Committee are Terence J. Toth, Chair ... The members of the Nominating and Governance Committee are Terence J. Toth, Chair ... The members of the Compliance Committee are John K. Nelson, Chair, Albin F. Moschner, Terence J. Toth, Margaret L. Wolff and Robert L. Young ... The members of the Closed-End Funds Committee are Jack B. Evans, Chair, Carole E. Stone, Terence J. Toth, Margaret L. Wolff and Robert L. Young ... Total Compensation from Nuveen Funds Paid to Board Members/ Nominees ... Terence J. Toth ... $490,225 ...
2021-06-25 The Board Members have elected Mr. Toth as the independent Chair of the Board. The members of the Executive Committee are Terence J. Toth, Chair, Albin F. Moschner and Margaret L. Wolf. The members of the Nominating and Governance Committee are Terence J. Toth, Chair, Jack B. Evans, William C. Hunter, Amy B. R. Lancellotta, Joanne T. Medero, Albin F. Moschner, John K. Nelson, Judith M. Stockdale, Carole E. Stone, Matthew Thornton III, Margaret L. Wolff and Robert L. Young. The members of the Compliance Committee are Margaret L. Wolff, Chair, Amy B. R. Lancellotta, Joanne T. Medero, John K. Nelson, Matthew Thornton III, Terence J. Toth and Robert L. Young. The members of the Closed-End Funds Committee are Jack B. Evans, Chair, William C. Hunter, Amy B. R. Lancellotta, Terence J. Toth, Margaret L. Wolff and Robert L. Young. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: Terence J. Toth: $467,300.
2022-06-28 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class I or II Board Member until 2023 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since 2018 ...The members of the Executive Committee are Mr. Toth, Chair, Ms. Wolff and Mr. Young. ...The members of the Nominating and Governance Committee are Mr. Toth, Chair, Mr. Evans, Dr. Hunter, Ms. Lancellotta, Ms. Medero, Mr. Moschner, Mr. Nelson, Ms. Stockdale, Ms. Stone, Mr. Thornton, Ms. Wolff and Mr. Young. ...The members of the Compliance Committee are Ms. Wolff, Chair, Dr. Hunter, Ms. Lancellotta, Ms. Medero, Mr. Nelson, Mr. Thornton and Mr. Toth. ...The members of the Closed-End Funds Committee are Mr. Evans, Chair, Dr. Hunter, Ms. Lancellotta, Mr. Nelson, Mr. Toth and Ms. Wolff. ...Total Compensation from Nuveen Funds Paid to Board Members/Nominees ...$499,050
2023-06-30 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class I or II Board Member until 2023 annual shareholder meeting and nominee as Class I or II Board Member until 2026 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 2018 ... The members of the Executive Committee are Mr. Toth, Chair, Mr. Nelson and Mr. Young ... The members of the Nominating and Governance Committee are Mr. Toth, Chair, Mr. Evans, Dr. Hunter, Ms. Lancellotta, Ms. Medero, Mr. Moschner, Mr. Nelson, Mr. Thornton, Ms. Wolff and Mr. Young ... Total Compensation from Nuveen Funds Paid to Board Members/Nominees ... Terence J. Toth: $416,325.
2024-06-27 Terence J. Toth, Co-Chair of the Board; Board Member, Term: Class I or II Board Member until 2026 annual shareholder meeting, Length of Service: Since 2008, Co-Chair of the Board since 2024, Formerly Co-Founding Partner of Promus Capital; Executive Committee member; Nominating and Governance Committee member; Investment Committee member; Compliance Committee member; Closed-End Fund Committee member; Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $607,350.

NUVEEN NEW JERSEY QUALITY MUNICIPAL INCOME FUND

Filing Date Source Excerpt
2008-10-10 Terence J. Toth - Private Investor; former CEO and EVP of Northern Trust Investments; no technical background mentioned.
2009-10-22 Terence J. Toth - Director, Legal & General Investment Management America, Inc.; Managing Partner, Musso Capital Management; formerly CEO and President, Northern Trust Investments; Executive Vice President, Quantitative Management & Securities Lending.
2010-10-20 Mr. Toth is a Director, Legal & General Investment Management America, Inc. and a Managing Partner, Promus Capital. He graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University.
2011-10-14 Managing Partner at Promus Capital; former CEO and President of Northern Trust Global Investments; has a Bachelor of Science degree and an MBA.
2012-10-16 Mr. Toth has served as a Director of Legal & General Investment Management America, Inc. since 2008 and as a Managing Partner at Promus Capital since 2008. From 2004 to 2007, he was Chief Executive Officer and President of Northern Trust Global Investments, and Executive Vice President of Quantitative Management & Securities Lending from 2000 to 2004. He also formerly served on the Board of the Northern Trust Mutual Funds. He joined Northern Trust in 1994 after serving as Managing Director and Head of Global Securities Lending at Bankers Trust (1986 to 1994) and Head of Government Trading and Cash Collateral Investment at Northern Trust from 1982 to 1986. He currently serves on the Boards of the Goodman Theatre, Chicago Fellowship and the Mather Foundation, and is Chairman of the Board of Catalyst Schools of Chicago. Mr. Toth graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University. In 2005, he graduated from the CEO Perspectives Program at Northwestern University.
2013-10-17 Managing Partner, Promus Capital; former CEO and President, Northern Trust Global Investments; MBA from New York University.
2014-06-23 Terence J. Toth is Managing Partner at Promus Capital; has held executive roles in investment management; no mention of programming or technical skills.
2015-10-07 Managing Partner, Promus Capital; Director of Fulcrum IT Service LLC, Quality Control Corporation and LogicMark LLC; formerly CEO and President of Northern Trust Global Investments; MBA from New York University.
2016-10-06 Managing Partner, Promus Capital; formerly CEO and President, Northern Trust Global Investments; Executive Vice President, Quantitative Management & Securities Lending.
2017-10-04 Mr. Toth is a Co-Founding Partner of Promus Capital and has held various executive positions in investment management and securities lending.
2018-10-03 Formerly, Co-Founding Partner, Promus Capital (2008-2017); Director, Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012); formerly Director, LogicMark LLC (2012-2016); formerly CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994).
2019-10-23 Formerly, Director, Fulcrum IT Services, LLC (2010-2019); formerly, Director, LogicMark LLC (2012-2016); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994).
2020-10-13 Formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994).
2021-10-12 Mr. Toth graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University. No mention of programming or software engineering experience.
2022-10-07 Formerly, Co-Founding Partner, Promus Capital (investment advisory firm) (2008-2017); formerly, Director of Quality Control Corporation (manufacturing) (2012-2021); formerly, Director of Fulcrum IT Services LLC (information technology services firm to government entities) (2010-2019); formerly, Director, LogicMark LLC (health services) (2012-2016); formerly, Director, Legal & General Investment Management America, Inc. (asset management) (2008-2013); formerly, CEO and President, Northern Trust Global Investments (financial services) (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (financial services) (since 1994); Chair of the Board of the Kehrein Center for the Arts (philanthropy) (since 2021); Member of Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (philanthropy) (since 2012) and is Chair of its Investment Committee; formerly, Member, Chicago Fellowship Board (philanthropy) (2005-2016); formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004).
2023-11-02 Formerly, Director of Fulcrum IT Services LLC (information technology services firm to government entities) (2010-2019); formerly, Director, LogicMark LLC (health services) (2012-2016); formerly, CEO and President, Northern Trust Global Investments (financial services) (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (financial services) (since 1994); Chair of the Board of the Kehrein Center for the Arts (philanthropy) (since 2021); Member of Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (philanthropy) (since 2012), formerly Chair of its Investment Committee (2017-2022); formerly, Member, Chicago Fellowship Board (philanthropy) (2005-2016); formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004).

NUVEEN NEW YORK AMT-FREE QUALITY MUNICIPAL INCOME FUND

Filing Date Source Excerpt
2008-05-16 Terence J. Toth... CEO and President, Northern Trust Investments; Executive Vice President, Quantitative Management & Securities Lending; various positions with Northern Trust Company.
2009-04-02 Terence J. Toth - Director, Legal & General Investment Management America, Inc.; Managing Partner, Musso Capital Management; CEO and President, Northern Trust Investments; Executive Vice President, Quantitative Management & Securities Lending.
2010-02-26 Terence J. Toth - Director, Legal & General Investment Management America; Managing Partner, Musso Capital Management; formerly CEO and President, Northern Trust Investments.
2011-03-30 Mr. Toth graduated with a Bachelor of Science degree and an MBA, with experience in investment management and securities lending, no mention of programming or software skills.
2012-03-01 Mr. Toth...Mr. Toth graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University.
2013-06-27 Mr. Toth is a Managing Partner at Promus Capital (since 2008). From 2008 to 2013, he served as a Director of Legal & General Investment Management America, Inc. From 2004 to 2007, he was Chief Executive Officer and President of Northern Trust Global Investments, and Executive Vice President of Quantitative Management & Securities Lending from 2000 to 2004. He also formerly served on the Board of the Northern Trust Mutual Funds. He joined Northern Trust in 1994 after serving as Managing Director and Head of Global Securities Lending at Bankers Trust (1986 to 1994) and Head of Government Trading and Cash Collateral Investment at Northern Trust from 1982 to 1986. He currently serves on the Boards of Chicago Fellowship, Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012) and LogicMark LLC (since 2012), and is Chairman of the Board of Catalyst Schools of Chicago. He is on the Mather Foundation Board (since 2012) and is a member of its investment committee. Mr. Toth graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University. In 2005, he graduated from the CEO Perspectives Program at Northwestern University.
2014-06-16 Managing Partner, Promus Capital; Director of Fulcrum IT Service LLC, Quality Control Corporation and LogicMark LLC; formerly CEO and President, Northern Trust Global Investments.
2015-02-17 Managing Partner, Promus Capital (since 2008); Director, Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012) and LogicMark LLC (since 2012); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004).
2016-03-10 Managing Partner, Promus Capital; former CEO and President, Northern Trust Global Investments; Bachelor of Science and MBA degrees.
2017-06-23 Co-Founding Partner of Promus Capital; former CEO and President of Northern Trust Global Investments; holds a Bachelor of Science degree and an MBA.
2018-06-28 Co-Founding Partner, Promus Capital; Director, Fulcrum IT Service LLC; formerly CEO and President, Northern Trust Global Investments; MBA from New York University.
2019-06-28 Formerly, Co-Founding Partner, Promus Capital (2008-2017); Director, Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012); formerly Director, LogicMark LLC (2012-2016); formerly CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994).
2020-06-26 Mr. Toth graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University. He was CEO and President of Northern Trust Global Investments and held executive roles in financial services.
2021-06-25 Mr. Toth graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University. He was Co-Founding Partner of Promus Capital and held various executive roles in financial services.
2022-06-28 Mr. Toth graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University. He was a Co-Founding Partner of Promus Capital and held various executive roles in financial services.
2023-06-30 Formerly, Co-Founding Partner, Promus Capital (investment advisory firm) (2008-2017); formerly, Director of Quality Control Corporation (manufacturing) (2012-2021); formerly, Director of Fulcrum IT Services LLC (information technology services firm to government entities) (2010-2019); formerly, Director, LogicMark LLC (health services) (2012-2016); formerly, Director, Legal & General Investment Management America, Inc. (asset management) (2008-2013); formerly, CEO and President, Northern Trust Global Investments (financial services) (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (financial services) (since 1994); Chair of the Board of the Kehrein Center for the Arts (philanthropy) (since 2021); Member of Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (philanthropy) (since 2012), formerly Chair of its Investment Committee (2017-2022); formerly, Member, Chicago Fellowship Board (philanthropy) (2005-2016); formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004).

NUVEEN NEW YORK MUNICIPAL VALUE FUND

Filing Date Source Excerpt
2008-05-16 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Standing for Initial Election Private Investor (since 2007); CEO and President, Northern Trust Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004); Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). 33 3 See Principal Occupation Description
2009-04-02 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Musso Capital Management (since 2008); Private Investor (since 2007); CEO and President, Northern Trust Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004); Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). 193 See Principal Occupation Description The table below shows, for each Independent Board Member, the aggregate compensation paid by each Fund to each Board Member nominee for its last fiscal year. Total Compensation from Nuveen Funds Paid to Board Members/Nominees Terence J. Toth 28,695 Committees: Jack B. Evans, Chair, Judith M. Stockdale and Terence J. Toth are current members of the dividend committee of each Fund. Robert P. Bremner, Jack B. Evans, David J. Kundert, Chair, William J. Schneider and Terence J. Toth are current members of the audit committee of each Fund. Robert P. Bremner, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, William J. Schneider, Judith M. Stockdale, Carole E. Stone and Terence J. Toth are current members of the nominating and governance committee of each Fund.
2010-02-26 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Musso Capital Management (since 2008); formerly CEO and President, Northern Trust Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004); Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). Number of portfolios in Fund Complex: 199 Committees: Dividend Committee, Audit Committee, Nominating and Governance Committee. Total Compensation: $247,289.
2011-03-30 Terence J. Toth ... Director of Legal & General Investment Management America, Inc. ... The members of the Audit Committee are Terence J. Toth ... The members of the Nominating and Governance Committee are Terence J. Toth ... The members of the Dividend Committee are Terence J. Toth ... Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $230,630.
2012-03-01 Terence J. Toth (9/29/59) - Board Member. Term: Annual or Class II Board Member until 2014. Length of Service: Since 2008. Compensation: $263,891. Committees: Audit Committee, Nominating and Governance Committee.
2013-02-28 Terence J. Toth (9/29/59) Board Member Term: Annual or Class II Board Member until 2014 Length of Service: Since 2008 ... The members of the Audit Committee include Terence J. Toth ... The members of the Dividend Committee include Terence J. Toth ... The Nominating and Governance Committee members include Terence J. Toth ... Total Compensation from Nuveen Funds Paid to Board Members/Nominees: Terence J. Toth $298,475.
2014-06-16 Terence J. Toth (1959) - Board Member; Managing Partner, Promus Capital; Committees: Audit Committee, Nominating and Governance Committee; Compensation: $305,513 from Nuveen Funds in 2013.
2015-02-17 Terence J. Toth is Board Member. He is a member of the Audit Committee, Nominating and Governance Committee and Dividend Committee. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $313,964.
2016-03-10 Terence J. Toth, 1959, Board Member, Term: Class II Board Member until 2017 annual shareholder meeting, Length of Service: Since 2008. The members of the Executive Committee are William J. Schneider, Chair, William Adams IV and Terence J. Toth. The members of the Dividend Committee are William C. Hunter, Chair, Judith M. Stockdale and Terence J. Toth. The members of the Audit Committee are Jack B. Evans, Chair, David J. Kundert, John K. Nelson, Carole E. Stone and Terence J. Toth. The members of the Nominating and Governance Committee are William J. Schneider, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, John K. Nelson, Judith M. Stockdale, Carole E. Stone, Terence J. Toth and Margaret L. Wolff. The members of the Closed-End Funds Committee are Carole E. Stone, Chair, William Adams IV, Jack B. Evans, John K. Nelson, William J. Schneider and Terence J. Toth. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $320,574.
2017-06-23 Terence J. Toth is Board Member. Member of Audit Committee, Dividend Committee, Nominating and Governance Committee and Closed-End Funds Committee. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $349,767.
2018-06-28 Terence J. Toth, born 1959, Board Member, Term: Class I or Class II Board Member until 2020 annual shareholder meeting, Length of Service: Since 2008. Board Member Toth has been appointed Chairman of the Board, to take effect July 1, 2018. Board Member Toth serves as a director on the Board of Directors of the Mather Foundation (the “Foundation”) and is a member of its investment committee. The Foundation is the parent of the Mather LifeWays organization, a non-profit charitable organization. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $355,825.
2019-06-28 Terence J. Toth, Chairman of the Board; Board Member; Term: Class I or II Board Member until 2020 annual shareholder meeting; Length of Service: Since 2008, Chairman of the Board since 2018; The Board unanimously recommends that shareholders vote FOR the election of the nominees; The members of the Executive Committee are Terence J. Toth, Chair, Margo L. Cook and Albin F. Moschner; The members of the Audit Committee are Carole E. Stone, Chair, Jack B. Evans, William C. Hunter, John K. Nelson, and Terence J. Toth; The members of the Nominating and Governance Committee are Terence J. Toth, Chair, Jack B. Evans, William C. Hunter, Albin F. Moschner, John K. Nelson, Judith M. Stockdale, Carole E. Stone, Margaret L. Wolff and Robert L. Young; Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $354,650.
2020-06-26 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chairman of the Board; Board Member Term: Class I or II Board Member until 2020 annual shareholder meeting Length of Service: Since 2008, Chairman of the Board since 2018 ... The members of the Executive Committee are Terence J. Toth, Chair ... The members of the Nominating and Governance Committee are Terence J. Toth, Chair ... The members of the Compliance Committee are John K. Nelson, Chair, Albin F. Moschner, Terence J. Toth, Margaret L. Wolff and Robert L. Young ... The members of the Closed-End Funds Committee are Jack B. Evans, Chair, Carole E. Stone, Terence J. Toth, Margaret L. Wolff and Robert L. Young ... Total Compensation from Nuveen Funds Paid to Board Members/ Nominees ... $490,225 ...
2021-06-25 Mr. Toth, the Nuveen Funds' Independent Chair, was a Co-Founding Partner of Promus Capital (2008-2017). From 2008 to 2013, he was a Director of Legal & General Investment Management America, Inc. From 2004 to 2007, he was Chief Executive Officer and President of Northern Trust Global Investments, and Executive Vice President of Quantitative Management & Securities Lending from 2000 to 2004. He also formerly served on the Board of the Northern Trust Mutual Funds. He joined Northern Trust in 1994 after serving as Managing Director and Head of Global Securities Lending at Bankers Trust (1986 to 1994) and Head of Government Trading and Cash Collateral Investment at Northern Trust from 1982 to 1986. He currently serves on the Boards of Quality Control Corporation since 2012 and Catalyst Schools of Chicago since 2008. He is on the Mather Foundation Board since 2012 and is Chair of its Investment Committee and previously served as a Director of LogicMark LLC (2012-2016) and of Fulcrum IT Service LLC (2010-2019). Mr. Toth graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University. In 2005, he graduated from the CEO Perspectives Program at Northwestern University. Mr. Toth joined the Board in 2008.
2022-06-28 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class I or II Board Member until 2023 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since 2018 The members of the Executive Committee are Mr. Toth, Chair, Ms. Wolff and Mr. Young. The members of the Compliance Committee are Ms. Wolff, Chair, Dr. Hunter, Ms. Lancellotta, Ms. Medero, Mr. Nelson, Mr. Thornton and Mr. Toth. The members of the Nominating and Governance Committee are Mr. Toth, Chair, Mr. Evans, Dr. Hunter, Ms. Lancellotta, Ms. Medero, Mr. Moschner, Mr. Nelson, Ms. Stockdale, Ms. Stone, Mr. Thornton, Ms. Wolff and Mr. Young. The members of the Dividend Committee are Mr. Young, Chair, Mr. Moschner, Mr. Nelson and Mr. Thornton. The members of the Closed-End Funds Committee are Mr. Evans, Chair, Dr. Hunter, Ms. Lancellotta, Mr. Nelson, Mr. Toth and Ms. Wolff. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $499,050.
2023-06-30 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class I or II Board Member until 2023 annual shareholder meeting and nominee as Class I or II Board Member until 2026 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 2018 ... The members of the Executive Committee are Mr. Toth, Chair ... The members of the Nominating and Governance Committee are Mr. Toth, Chair ... The members of the Compliance Committee are Ms. Wolff, Chair, Dr. Hunter, Ms. Lancellotta, Ms. Medero, Mr. Thornton and Mr. Toth ... The members of the Investment Committee are Dr. Hunter, Chair, Mr. Evans, Ms. Lancellotta, Ms. Medero, Mr. Moschner, Mr. Nelson, Mr. Thornton, Mr. Toth, Ms. Wolff and Mr. Young ... Total Compensation from Nuveen Funds Paid to Board Members/Nominees Terence J. Toth $416,325
2024-06-27 Terence J. Toth, Co-Chair of the Board; Board Member, Term: Class I or II Board Member until 2026 annual shareholder meeting, Length of Service: Since 2008, Co-Chair of the Board since 2024; Member of Executive Committee, Nominating and Governance Committee, Compliance Committee, Investment Committee, Closed-End Fund Committee; Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $607,350.

NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FUND

Filing Date Source Excerpt
2008-05-16 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Standing for Initial Election Private Investor (since 2007); CEO and President, Northern Trust Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004); Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). 33 See Principal Occupation Description
2009-04-02 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Musso Capital Management (since 2008); Private Investor (since 2007); CEO and President, Northern Trust Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004); Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). 193 See Principal Occupation Description The table below shows, for each Independent Board Member, the aggregate compensation paid by each Fund to each Board Member nominee for its last fiscal year. Total Compensation from Nuveen Funds Paid to Board Members/Nominees Terence J. Toth 28,695 Committees The Board of each Fund has five standing committees: the executive committee, the audit committee, the nominating and governance committee, the dividend committee and the compliance, risk management and regulatory oversight committee. Jack B. Evans, Chair, Judith M. Stockdale and Terence J. Toth are current members of the dividend committee of each Fund. Robert P. Bremner, Jack B. Evans, David J. Kundert, Chair, William J. Schneider and Terence J. Toth are current members of the audit committee of each Fund. Robert P. Bremner, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, William J. Schneider, Judith M. Stockdale, Carole E. Stone and Terence J. Toth are current members of the nominating and governance committee of each Fund.
2010-02-26 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc.; Committees: Dividend Committee, Audit Committee, Nominating and Governance Committee. Total Compensation: $247,289.
2011-03-30 Terence J. Toth, Board Member, Term: Annual or Class II Board Member until 2011, Length of Service: Since 2008. The members of the Audit Committee are Terence J. Toth. The members of the Dividend Committee are Terence J. Toth. The members of the Nominating and Governance Committee are Terence J. Toth. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $230,630.
2012-03-01 Terence J. Toth (9/29/59) - Board Member. Term: Annual or Class II Board Member until 2014. Length of Service: Since 2008. Committees: Audit Committee, Nominating and Governance Committee. Total Compensation: $263,891.
2013-02-28 Terence J. Toth (9/29/59) Board Member Term: Annual or Class II Board Member until 2014 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc.; Managing Partner, Promus Capital. Aggregate Compensation from the Funds: $298,475. Committees: Audit Committee, Nominating and Governance Committee.
2014-06-16 Terence J. Toth (1959) Board Member. Term: Length of service: Since 2008. Managing Partner, Promus Capital (since 2008); Director of Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012) and LogicMark LLC (since 2012); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member, Chicago Fellowship Board (since 2005), Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (since 2012) and a member of its investment committee; formerly, member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). Number of Portfolios in Fund Complex Overseen by Board Member: 201. Committees: Audit Committee, Dividend Committee, Nominating and Governance Committee. Compensation: $305,513.
2015-03-04 Terence J. Toth is Board Member. Managing Partner, Promus Capital (since 2008); Director, Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012) and LogicMark LLC (since 2012); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member, Chicago Fellowship Board (since 2005), Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (since 2012) and a member of its investment committee; formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). Compensation: $275,862.
2016-03-10 Terence J. Toth Board Member Term: Class II Board Member until 2017 annual shareholder meeting Length of Service: Since 2008 Managing Partner, Promus Capital (since 2008); Director, Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012) and LogicMark LLC (since 2012); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member, Chicago Fellowship Board (since 2005), Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (since 2012) and is Chair of its investment committee; formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). The members of the Executive Committee are William J. Schneider, Chair, William Adams IV and Terence J. Toth. The members of the Dividend Committee are William C. Hunter, Chair, Judith M. Stockdale and Terence J. Toth. The members of the Audit Committee are Jack B. Evans, Chair, David J. Kundert, John K. Nelson, Carole E. Stone and Terence J. Toth. The members of the Nominating and Governance Committee are William J. Schneider, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, John K. Nelson, Judith M. Stockdale, Carole E. Stone, Terence J. Toth and Margaret L. Wolff. The members of the Closed-End Funds Committee are Carole E. Stone, Chair, William Adams IV, Jack B. Evans, John K. Nelson, William J. Schneider and Terence J. Toth.
2017-06-23 Terence J. Toth is Board Member. Co-Founding Partner of Promus Capital. Member of Audit Committee, Dividend Committee, Nominating and Governance Committee, Closed-End Funds Committee. Total compensation from Nuveen Funds paid to Board Member/nominee: $349,767.
2018-06-28 Terence J. Toth, Board Member, Term: Since 2008, Former CEO Northern Trust Global Investments, Compensation: $355,825
2019-06-28 Terence J. Toth, Chairman of the Board; Board Member, Term: Class I or II Board Member until 2020 annual shareholder meeting, Length of Service: Since 2008, Chairman of the Board since 2018. The Board has elected Terence J. Toth as the independent Chairman of the Board. The members of the Executive Committee are Terence J. Toth, Chair. The members of the Audit Committee are Carole E. Stone, Chair, Jack B. Evans, William C. Hunter, John K. Nelson, and Terence J. Toth. The members of the Nominating and Governance Committee are Terence J. Toth, Chair, Jack B. Evans, William C. Hunter, Albin F. Moschner, John K. Nelson, Judith M. Stockdale, Carole E. Stone, Margaret L. Wolff and Robert L. Young. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $354,650.
2020-06-26 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chairman of the Board; Board Member Term: Class I or II Board Member until 2020 annual shareholder meeting Length of Service: Since 2008, Chairman of the Board since 2018 The Board unanimously recommends that shareholders vote FOR the election of the nominees. The Executive Committee, which meets between regular meetings of the Board, is authorized to exercise all of the powers of the Board. The members of the Executive Committee are Terence J. Toth, Chair, Albin F. Moschner and Margaret L. Wolf. The members of the Nominating and Governance Committee are Terence J. Toth, Chair, Jack B. Evans, William C. Hunter, Albin F. Moschner, John K. Nelson, Judith M. Stockdale, Carole E. Stone, Margaret L. Wolff and Robert L. Young. The members of the Compliance Committee are John K. Nelson, Chair, Albin F. Moschner, Terence J. Toth, Margaret L. Wolff and Robert L. Young. The members of the Closed-End Funds Committee are Jack B. Evans, Chair, Carole E. Stone, Terence J. Toth, Margaret L. Wolff and Robert L. Young. Effective January 1, 2020, each Independent Board Member receives a $195,000 annual retainer, plus various fees. Total Compensation from Nuveen Funds Paid to Board Members/ Nominees Terence J. Toth $490,225.
2021-06-25 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class I or II Board Member until 2023 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 2018 ... The members of the Executive Committee are Terence J. Toth, Chair ... The members of the Nominating and Governance Committee are Terence J. Toth, Chair ... The members of the Compliance Committee are Margaret L. Wolff, Chair, Amy B. R. Lancellotta, Joanne T. Medero, John K. Nelson, Matthew Thornton III, Terence J. Toth and Robert L. Young ... The members of the Closed-End Funds Committee are Jack B. Evans, Chair, William C. Hunter, Amy B. R. Lancellotta, Terence J. Toth, Margaret L. Wolff and Robert L. Young ... Total Compensation from Nuveen Funds Paid to Board Members/Nominees Terence J. Toth $467,300.
2022-06-28 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class I or II Board Member until 2023 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since 2018 ... The members of the Executive Committee are Mr. Toth, Chair ... The members of the Nominating and Governance Committee are Mr. Toth, Chair ... The members of the Compliance Committee are Ms. Wolff, Chair, Dr. Hunter, Ms. Lancellotta, Ms. Medero, Mr. Nelson, Mr. Thornton and Mr. Toth ... The members of the Closed-End Funds Committee are Mr. Evans, Chair, Dr. Hunter, Ms. Lancellotta, Mr. Nelson, Mr. Toth and Ms. Wolff ... Total Compensation from Nuveen Funds Paid to Board Members/Nominees ... $499,050 ...
2023-06-30 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class I or II Board Member until 2023 annual shareholder meeting and nominee as Class I or II Board Member until 2026 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 2018 ... The members of the Executive Committee are Mr. Toth, Chair, Mr. Nelson and Mr. Young ... The members of the Nominating and Governance Committee are Mr. Toth, Chair, Mr. Evans, Dr. Hunter, Ms. Lancellotta, Ms. Medero, Mr. Moschner, Mr. Nelson, Mr. Thornton, Ms. Wolff and Mr. Young ... Total Compensation from Nuveen Funds Paid to Board Members/Nominees ... Terence J. Toth: $416,325.
2024-06-27 Terence J. Toth, Co-Chair of the Board; Board Member, Term: Class I or II Board Member until 2026 annual shareholder meeting, Length of Service: Since 2008, Co-Chair of the Board since 2024, Formerly Co-Founding Partner of Promus Capital; Chair and Member of the Board of Directors at Kehrein Center for the Arts; Member of Executive Committee, Nominating and Governance Committee, Compliance Committee, Investment Committee, Closed-End Fund Committee; Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $607,350.

NUVEEN NEW YORK SELECT TAX -FREE INCOME PORTFOLIO

Filing Date Source Excerpt
2008-06-30 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Standing for Initial Election Private Investor (since 2007); CEO and President, Northern Trust Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004); Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). Effective July 1, 2008, Mr. Toth will serve as a member of the dividend and the nominating and governance committees of each Fund. The total compensation from Nuveen Funds paid to Board Members/Nominees for Terence J. Toth is $0.
2009-06-18 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Musso Capital Management (since 2008); Private Investor (since 2007); CEO and President, Northern Trust Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004); Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). Jack B. Evans, Chair, Judith M. Stockdale and Terence J. Toth are current members of the dividend committee of each Fund. Robert P. Bremner, Jack B. Evans, David J. Kundert, Chair, William J. Schneider and Terence J. Toth are current members of the audit committee of each Fund. Robert P. Bremner, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, William J. Schneider, Judith M. Stockdale, Carole E. Stone and Terence J. Toth are current members of the nominating and governance committee of each Fund. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $28,695.
2010-06-18 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008: Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Promus Capital Management (since 2008); formerly CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004), Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). 200 See Principal Occupation Description The Dividend Committee is authorized to declare distributions on each Fund's shares including, but not limited to, regular and special dividends, capital gains and ordinary income distributions. The members of the Dividend Committee are Jack B. Evans, Chair, Judith M. Stockdale and Terence J. Toth. The members of the Audit Committee are Robert P. Bremner, Jack B. Evans, David J. Kundert, Chair, William J. Schneider and Terence J. Toth. The members of the Nominating and Governance Committee are Robert P. Bremner, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, William J. Schneider, Judith M. Stockdale, Carole E. Stone and Terence J. Toth. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $247,289.
2011-06-22 Terence J. Toth* c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Promus Capital (since 2008); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004); Chicago Fellowship Board (since 2005), and Catalyst Schools of Chicago Board (since 2008); formerly Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). 245 See Principal Occupation Description
2012-07-02 Terence J. Toth (9/29/59) - Board Member; Term: Annual or Class II Board Member until 2014; Length of Service: Since 2008; Director, Legal & General Investment Management America, Inc.; Aggregate Compensation from the Funds: $263,891.
2013-06-27 Terence J. Toth (9/29/59) Board Member Term: Annual or Class II Board Member until 2014 Length of Service: Since 2008 Managing Partner, Promus Capital (since 2008); Director, Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012) and LogicMark LLC (since 2012); Members of the Executive Committee include Terence J. Toth. Members of the Dividend Committee include Terence J. Toth. Members of the Audit Committee include Terence J. Toth. Members of the Nominating and Governance Committee include Terence J. Toth. Total Compensation from Nuveen Funds Paid to Board Members/Nominees $298,475.
2014-06-16 Terence J. Toth (1959) - Board Member. Managing Partner, Promus Capital (since 2008); Director of Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012) and LogicMark LLC (since 2012); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member, Chicago Fellowship Board (since 2005), Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (since 2012) and a member of its investment committee; formerly, member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). Compensation from Nuveen Funds: $305,513.
2015-07-01 Terence J. Toth, Board Member; Term: Class II Board Member until 2017 annual shareholder meeting; Length of Service: Since 2008; Managing Partner, Promus Capital; Audit Committee Member; Nominating and Governance Committee Member; Total Compensation: $313,964.
2016-06-24 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 1959 Board Member Term: Class II Board Member until 2017 annual shareholder meeting Length of Service: Since 2008 Members of the Audit Committee are Jack B. Evans, Chair, David J. Kundert, John K. Nelson, Carole E. Stone and Terence J. Toth. Members of the Dividend Committee are William C. Hunter, Chair, Judith M. Stockdale and Terence J. Toth. Effective July 1, 2016, the members of the Compliance Committee will be John K. Nelson, Chair, William C. Hunter, Albin F. Moschner, Judith M. Stockdale and Margaret L. Wolff. Effective July 1, 2016, the members of the Closed-End Funds Committee will be Carole E. Stone, Chair, William Adams IV, Jack B. Evans, Albin F. Moschner, John K. Nelson, William J. Schneider and Terence J. Toth.
2017-06-23 Terence J. Toth is a Board Member. He serves on the Audit Committee, Dividend Committee, Nominating and Governance Committee, and Closed-End Funds Committee. Total compensation from Nuveen Funds paid to Terence J. Toth is $79,125.
2018-06-28 Terence J. Toth, Board Member, Term: Since 2008, Former CEO Northern Trust Global Investments, Compensation: $355,825
2019-06-28 Terence J. Toth, Chairman of the Board; Board Member; Term: Class I or II Board Member until 2020 annual shareholder meeting; Length of Service: Since 2008, Chairman of the Board since 2018; The Board unanimously recommends that shareholders vote FOR the election of the nominees.
2020-06-26 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chairman of the Board; Board Member Length of Service: Since 2008, Chairman of the Board since 2018 ... The members of the Executive Committee are Terence J. Toth, Chair ... The members of the Compliance Committee are John K. Nelson, Chair, Albin F. Moschner, Terence J. Toth, Margaret L. Wolff and Robert L. Young ... The members of the Nominating and Governance Committee are Terence J. Toth, Chair ... The members of the Closed-End Funds Committee are Jack B. Evans, Chair, Carole E. Stone, Terence J. Toth, Margaret L. Wolff and Robert L. Young ... Total Compensation from Nuveen Funds Paid to Board Members/ Nominees ... $490,225 ...
2021-06-25 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1956 Chair of the Board; Board Member Term: Class I or II Board Member until 2023 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 2018 ... The members of the Executive Committee are Terence J. Toth, Chair ... The members of the Nominating and Governance Committee are Terence J. Toth, Chair ... The members of the Compliance Committee are ... Terence J. Toth ... The members of the Closed-End Funds Committee are ... Terence J. Toth ... Total Compensation from Nuveen Funds Paid to Board Members/Nominees ... Terence J. Toth ... $467,300.
2022-06-28 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class I or II Board Member until 2023 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since 2018 ...The members of the Executive Committee are Mr. Toth, Chair, Ms. Wolff and Mr. Young. ...The members of the Compliance Committee are Ms. Wolff, Chair, Dr. Hunter, Ms. Lancellotta, Ms. Medero, Mr. Nelson, Mr. Thornton and Mr. Toth. ...The members of the Nominating and Governance Committee are Mr. Toth, Chair, Mr. Evans, Dr. Hunter, Ms. Lancellotta, Ms. Medero, Mr. Moschner, Mr. Nelson, Ms. Stockdale, Ms. Stone, Mr. Thornton, Ms. Wolff and Mr. Young. ...The members of the Closed-End Funds Committee are Mr. Evans, Chair, Dr. Hunter, Ms. Lancellotta, Mr. Nelson, Mr. Toth and Ms. Wolff. ...Total Compensation from Nuveen Funds Paid to Board Members/Nominees ...$499,050
2023-06-30 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class I or II Board Member until 2023 annual shareholder meeting and nominee as Class I or II Board Member until 2026 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 2018 ... The Board has established seven standing committees ... Executive Committee, Chair; Nominating and Governance Committee, Chair; Investment Committee; Compliance, Risk Management and Regulatory Oversight Committee; Closed-End Funds Committee ... Total Compensation from Nuveen Funds Paid to Board Members/Nominees $416,325.
2024-06-27 Terence J. Toth, Co-Chair of the Board, Board Member, Term: Class I or II Board Member until 2026 annual shareholder meeting, Length of Service: Since 2008, Co-Chair since 2024, Former Co-Founding Partner of Promus Capital; Executive Committee member; Nominating and Governance Committee Co-Chair; Compliance Committee member; Investment Committee member; Closed-End Fund Committee member; Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $607,350.

NUVEEN PENNSYLVANIA QUALITY MUNICIPAL INCOME FUND

Filing Date Source Excerpt
2008-10-10 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member and Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Private Investor (since 2007); CEO and President, Northern Trust Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004); Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). Jack B. Evans, Chair, Judith M. Stockdale and Terence J. Toth are current members of the dividend committee of each Fund. Robert P. Bremner, Jack B. Evans, David J. Kundert, Chair, William J. Schneider and Terence J. Toth are current members of the audit committee of each Fund. Robert P. Bremner, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, William J. Schneider, Judith M. Stockdale, Carole E. Stone and Terence J. Toth are current members of the nominating and governance committee of each Fund. In April 2008, Mr. Toth was appointed to each Fund's Board effective June 30, 2008. Mr. Toth did not own any shares of Nuveen funds prior to becoming a Board Member. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: 0.
2009-10-22 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Musso Capital Management (since 2008); formerly, CEO and President, Northern Trust Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004), Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly, Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). 197 See Principal Occupation Description Total Compensation from Nuveen Funds Paid to Board Members/Nominees $28,695
2010-10-20 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Promus Capital (since 2008); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004), Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly, Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). The Audit Committee members are Robert P. Bremner, Jack B. Evans, David J. Kundert, Chair, William J. Schneider and Terence J. Toth. The Dividend Committee members are Jack B. Evans, Chair, Judith M. Stockdale and Terence J. Toth. The Nominating and Governance Committee members include Terence J. Toth.
2011-10-14 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Promus Capital (since 2008); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member, Goodman Theatre Board (since 2004); Chicago Fellowship Board (since 2005), and Catalyst Schools of Chicago Board (since 2008); formerly Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). 245 N/A
2012-10-16 Terence J. Toth (9/29/59) - Board Member. Term: Annual or Class II Board Member until 2014. Length of Service: Since 2008. Committees: Audit Committee, Nominating and Governance Committee, Dividend Committee. Total Compensation: $263,891.
2013-09-10 Terence J. Toth is a Board Member since 2008. He serves on Audit Committee, Nominating and Governance Committee, and Dividend Committee. Total compensation from Nuveen Funds paid to him was $298,475.
2014-06-16 Terence J. Toth (1959) - Board Member. Managing Partner, Promus Capital (since 2008); Director of Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012) and LogicMark LLC (since 2012); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member, Chicago Fellowship Board (since 2005), Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (since 2012) and a member of its investment committee; formerly, member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). Compensation: $283,062.
2015-10-07 Terence J. Toth, Board Member; Term: Class II Board Member until 2017 annual shareholder meeting; Length of Service: Since 2008; Member of Audit Committee, Dividend Committee, Nominating and Governance Committee; Total Compensation from Nuveen Funds Paid to Independent Board Members/Nominees: $313,964.
2016-10-06 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 1959 Board Member Term: Class II Board Member until 2017 annual shareholder meeting Length of Service: Since 2008 Managing Partner, Promus Capital (since 2008); Director, Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012); formerly Director, LogicMark LLC (2012-2016); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member, Chicago Fellowship Board (since 2005), Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (since 2012) and Chair of its investment committee; formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). The Audit Committee is composed of Independent Board Members who are also “independent” as that term is defined in the listing standards pertaining to closed-end funds of the NYSE or NYSE MKT, as applicable. The members of the Audit Committee are Jack B. Evans, Chair, David J. Kundert, John K. Nelson, Carole E. Stone and Terence J. Toth. The Dividend Committee is authorized to declare distributions on each Fund’s shares including, but not limited to, regular and special dividends, capital gains and ordinary income distributions. The members of the Dividend Committee are William C. Hunter, Chair, Judith M. Stockdale and Terence J. Toth. The Nominating and Governance Committee is composed entirely of Independent Board Members, who are also “independent” as defined by NYSE or NYSE MKT listing standards, as applicable. The members of the Nominating and Governance Committee are William J. Schneider, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, Albin F. Moschner, John K. Nelson, Judith M. Stockdale, Carole E. Stone, Terence J. Toth and Margaret L. Wolff. The Closed-End Funds Committee members are Carole E. Stone, Chair, William Adams IV, Jack B. Evans, Albin F. Moschner, John K. Nelson, William J. Schneider and Terence J. Toth. Total Compensation from Nuveen Funds Paid to Board Members/Nominees $320,925.
2017-10-04 Terence J. Toth is Board Member. Term: Class II Board Member until 2017 annual shareholder meeting. The members of the Audit Committee include Terence J. Toth. The members of the Nominating and Governance Committee include Terence J. Toth. The members of the Dividend Committee include Terence J. Toth. The members of the Executive Committee include Terence J. Toth. The members of the Closed-End Funds Committee include Terence J. Toth. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $23,875.
2018-10-03 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chairman of the Board; Board Member Term: Class II Board Member until 2020 annual shareholder meeting Length of Service: Since 2008, Chairman of the Board since July 1, 2018 ... The members of the Executive Committee are Terence J. Toth, Chair, Margo L. Cook and William J. Schneider ... The members of the Dividend Committee are William C. Hunter, Chair, Albin F. Moschner, Terence J. Toth and Margaret L. Wolff ... The members of the Audit Committee are Jack B. Evans, Chair, William C. Hunter, John K. Nelson, Carole E. Stone and Terence J. Toth ... The members of the Nominating and Governance Committee are Terence J. Toth, Chair, Jack B. Evans, William C. Hunter, Albin F. Moschner, John K. Nelson, William J. Schneider, Judith M. Stockdale, Carole E. Stone, Margaret L. Wolff and Robert L. Young ... Total Compensation from Nuveen Funds Paid to Board Members/Nominees Terence J. Toth $355,825.
2019-10-23 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class II Board Member until 2020 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 1, 2018 ... The members of the Executive Committee are Terence J. Toth, Chair, Margo L. Cook and Albin F. Moschner ... The members of the Nominating and Governance Committee are Terence J. Toth, Chair, Jack B. Evans, William C. Hunter, Albin F. Moschner, John K. Nelson, Judith M. Stockdale, Carole E. Stone, Margaret L. Wolff and Robert L. Young ... The members of the Audit Committee are Carole E. Stone, Chair, Jack B. Evans, William C. Hunter, John K. Nelson and Terence J. Toth ... The members of the Closed-End Funds Committee are Jack B. Evans, Chair, Albin F. Moschner, Carole E. Stone, Terence J. Toth and Robert L. Young ... Total Compensation from Nuveen Funds Paid to Board Members/Nominees ... Terence J. Toth $354,650 ...
2020-10-13 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class II Board Member until 2020 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 1, 2018 Formerly, Co-Founding Partner, Promus Capital (2008-2017); Director, Quality Control Corporation (since 2012); formerly, Director, Fulcrum IT Services, LLC (2010-2019); formerly Director, LogicMark LLC (2012-2016); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); formerly, Member, Chicago Fellowship Board (2005-2016); Member, Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (since 2012) and Chair of its Investment Committee; formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). The Board has established six standing committees: the Executive Committee, the Dividend Committee, the Audit Committee, the Compliance, Risk Management and Regulatory Oversight Committee, the Nominating and Governance Committee and the Closed-End Funds Committee. The members of the Executive Committee are Terence J. Toth, Chair, Albin F. Moschner and Margaret L. Wolff. The members of the Compliance Committee are John K. Nelson, Chair, Albin F. Moschner, Terence J. Toth, Margaret L. Wolff and Robert L. Young. The members of the Nominating and Governance Committee are Terence J. Toth, Chair, Jack B. Evans, William C. Hunter, Albin F. Moschner, John K. Nelson, Judith M. Stockdale, Carole E. Stone, Margaret L. Wolff and Robert L. Young. Total Compensation from Nuveen Funds Paid to Board Members/ Nominees: 490,225.
2021-10-12 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class II Board Member until 2023 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 2018 ... The members of the Executive Committee are Terence J. Toth, Chair ... The members of the Nominating and Governance Committee are Terence J. Toth, Chair ... The members of the Compliance Committee are ... Terence J. Toth ... Total Compensation from Nuveen Funds Paid to Board Members/ Nominees $467,300.
2022-10-07 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class II Board Member until 2023 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 2018 ... The members of the Executive Committee are Mr. Toth, Chair ... The members of the Compliance Committee are Ms. Wolff, Chair, Dr. Hunter, Ms. Lancellotta, Ms. Medero, Mr. Nelson, Mr. Thornton and Mr. Toth ... The members of the Nominating and Governance Committee are Mr. Toth, Chair, Mr. Evans, Dr. Hunter, Ms. Lancellotta, Ms. Medero, Mr. Moschner, Mr. Nelson, Ms. Stockdale, Ms. Stone, Mr. Thornton, Ms. Wolff and Mr. Young ... The members of the Closed-End Funds Committee are Mr. Evans, Chair, Dr. Hunter, Ms. Lancellotta, Mr. Nelson, Mr. Toth and Ms. Wolff ... Total Compensation from Nuveen Funds Paid to Board Members/Nominees $499,050.
2023-11-02 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class II Board Member until 2023 annual shareholder meeting and nominee for Class II Board Member until 2026 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 2018 ... The Board Members have elected Mr. Toth as the independent Chair of the Board ... The members of the Executive Committee are Mr. Toth, Chair ... The members of the Compliance Committee are ... Mr. Toth ... The members of the Nominating and Governance Committee are Mr. Toth, Chair ... The members of the Investment Committee are ... Mr. Toth ... Total Compensation from Nuveen Funds Paid to Board Members/Nominees $526,950.

Nuveen Preferred & Income Opportunities Fund

Filing Date Source Excerpt
2008-05-16 Terence J. Toth... Private Investor; CEO and President, Northern Trust Investments; Executive Vice President, Quantitative Management & Securities Lending.
2009-04-02 Terence J. Toth... Director, Legal & General Investment Management America, Inc.; Managing Partner, Musso Capital Management; CEO and President, Northern Trust Investments; Executive Vice President, Quantitative Management & Securities Lending.
2010-02-26 Terence J. Toth - Director, Legal & General Investment Management America, Inc.; Managing Partner, Musso Capital Management; formerly CEO and President, Northern Trust Investments; Executive Vice President, Quantitative Management & Securities Lending.
2011-03-30 Mr. Toth has served as CEO and President of Northern Trust Global Investments and has a Bachelor of Science degree and an MBA.
2012-03-01 Mr. Toth...Mr. Toth graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University.
2013-02-28 Mr. Toth has a Bachelor of Science and MBA but no mention of programming or software engineering experience.
2014-03-10 Managing Partner, Promus Capital (since 2008); Director, Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012) and LogicMark LLC (since 2012); formerly CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004).
2014-06-16 Managing Partner, Promus Capital (since 2008); Director of Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012) and LogicMark LLC (since 2012); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994).
2015-02-17 Managing Partner, Promus Capital (since 2008); Director, Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012) and LogicMark LLC (since 2012); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004).
2016-03-10 Managing Partner, Promus Capital; Director of Fulcrum IT Service LLC, Quality Control Corporation and LogicMark LLC; former CEO and President of Northern Trust Global Investments; MBA from New York University.
2017-02-24 Co-Founding Partner of Promus Capital; former CEO and President of Northern Trust Global Investments; Bachelor of Science from University of Illinois and MBA from New York University.
2018-02-23 Formerly Co-Founding Partner of Promus Capital; CEO and President of Northern Trust Global Investments; has a Bachelor of Science degree and an MBA.
2019-02-26 Formerly, Co-Founding Partner, Promus Capital (2008-2017); Director, Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012); formerly Director, LogicMark LLC (2012-2016); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994).
2020-03-02 Formerly, Co-Founding Partner, Promus Capital (2008-2017); Quality Control Corporation (since 2012); formerly, Director, Fulcrum IT Services, LLC (2010-2019); formerly Director, LogicMark LLC (2012-2016); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member, Chicago Fellowship Board (since 2005), Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (since 2012) and Chair of its Investment Committee; formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004).
2021-03-04 Formerly, Director of Quality Control Corporation (manufacturing) (since 2012); formerly, Director of Fulcrum IT Service LLC (information technology services firm to government entities) (2010-2019); formerly, CEO and President, Northern Trust Global Investments (financial services) (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (financial services) (since 1994).
2022-02-24 Mr. Toth graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University. No mention of computer science or programming experience.
2023-03-30 Formerly, Director of Fulcrum IT Services LLC (information technology services firm to government entities) (2010-2019); formerly, Director, LogicMark LLC (health services) (2012-2016); no mention of programming or technical degrees.
2024-02-27 Formerly, Co-Founding Partner, Promus Capital (investment advisory firm) (2008-2017); formerly, CEO and President, Northern Trust Global Investments (financial services) (2004-2007).
2025-03-04 Formerly, CEO and President, Northern Trust Global Investments; Executive Vice President, Quantitative Management & Securities Lending.

Nuveen Quality Municipal Income Fund

Filing Date Source Excerpt
2008-06-30 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Standing for Initial Election Private Investor (since 2007); CEO and President, Northern Trust Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004); Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). The Board of each Fund has five standing committees: the executive committee, the dividend committee, the compliance, risk management and regulatory oversight committee, the audit committee and the nominating and governance committee. Effective July 1, 2008, Mr. Toth will serve as a member of the dividend and the nominating and governance committees of each Fund and Mr. Amboian will serve as a member of the executive committee of each Fund. The table below shows, for each Independent Board Member, the aggregate compensation (i) paid by each Fund to each Board Member for its last fiscal year and (ii) paid (including deferred fees) for service on the boards of the Nuveen open-end and closed-end funds managed by the Adviser for the last fiscal year. Total Compensation from Nuveen Funds Paid to Board Members/Nominees Terence J. Toth 0
2009-06-18 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Musso Capital Management (since 2008); Private Investor (since 2007); CEO and President, Northern Trust Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004); Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). Jack B. Evans, Chair, Judith M. Stockdale and Terence J. Toth are current members of the dividend committee of each Fund. Robert P. Bremner, Jack B. Evans, David J. Kundert, Chair, William J. Schneider and Terence J. Toth are current members of the audit committee of each Fund. Robert P. Bremner, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, William J. Schneider, Judith M. Stockdale, Carole E. Stone and Terence J. Toth are current members of the nominating and governance committee of each Fund. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $28,695.
2010-06-18 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008: Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Promus Capital Management (since 2008); formerly CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004), Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). 200 See Principal Occupation Description The Audit Committee members are Robert P. Bremner, Jack B. Evans, David J. Kundert, Chair, William J. Schneider and Terence J. Toth, each of whom is an independent Board Member of the Funds. The members of the Dividend Committee are Jack B. Evans, Chair, Judith M. Stockdale and Terence J. Toth. The Nominating and Governance Committee members are Robert P. Bremner, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, William J. Schneider, Judith M. Stockdale, Carole E. Stone and Terence J. Toth.
2011-06-22 Terence J. Toth* c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Promus Capital (since 2008); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004); Chicago Fellowship Board (since 2005), and Catalyst Schools of Chicago Board (since 2008); formerly Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). 245 See Principal Occupation Description
2012-07-02 Terence J. Toth (9/29/59) - Board Member. Term: Annual or Class II Board Member until 2014. Length of Service: Since 2008. Compensation: $263,891. Committees: Audit Committee, Nominating and Governance Committee.
2013-06-27 Terence J. Toth (9/29/59) Board Member Term: Annual or Class II Board Member until 2014 Length of Service: Since 2008 Managing Partner, Promus Capital (since 2008); Director, Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012) and LogicMark LLC (since 2012); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004). Members of the Audit Committee are Robert P. Bremner, David J. Kundert, Chair, William J. Schneider, Carole E. Stone and Terence J. Toth. Members of the Nominating and Governance Committee are Robert P. Bremner, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, William J. Schneider, Judith M. Stockdale, Carole E. Stone, Virginia L. Stringer and Terence J. Toth. Aggregate Compensation from Nuveen Funds Paid to Board Members/Nominees: $298,475.
2014-06-16 Terence J. Toth (1959) - Board Member; Managing Partner, Promus Capital; Compensation $305,513
2015-07-01 Terence J. Toth, Board Member, Term: Class II Board Member until 2017 annual shareholder meeting, Length of Service: Since 2008. Managing Partner, Promus Capital. Compensation: $313,964.
2016-05-04 Terence J. Toth is a Board Member since 2008. He is a member of the Executive Committee, Dividend Committee, Closed-End Funds Committee and Audit Committee. Aggregate compensation paid by the Funds to Mr. Toth for the last fiscal year was $331,946.
2017-06-23 Terence J. Toth is Board Member. Member of the Audit Committee, Dividend Committee, Nominating and Governance Committee, and Closed-End Funds Committee. Total compensation from Nuveen Funds paid to Terence J. Toth is $79,125.
2019-06-28 Terence J. Toth, Chairman of the Board; Board Member; Term: Class I or II Board Member until 2020 annual shareholder meeting; Length of Service: Since 2008, Chairman of the Board since 2018; The Board unanimously recommends that shareholders vote FOR the election of the nominees.
2020-06-26 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chairman of the Board; Board Member Length of Service: Since 2008, Chairman of the Board since 2018 The Executive Committee, which meets between regular meetings of the Board, is authorized to exercise all of the powers of the Board. The members of the Executive Committee are Terence J. Toth, Chair, Albin F. Moschner and Margaret L. Wolf. The members of the Nominating and Governance Committee are Terence J. Toth, Chair, Jack B. Evans, William C. Hunter, Albin F. Moschner, John K. Nelson, Judith M. Stockdale, Carole E. Stone, Margaret L. Wolff and Robert L. Young. The Compliance Committee members are John K. Nelson, Chair, Albin F. Moschner, Terence J. Toth, Margaret L. Wolff and Robert L. Young. The members of the Closed-End Funds Committee are Jack B. Evans, Chair, Carole E. Stone, Terence J. Toth, Margaret L. Wolff and Robert L. Young. Total Compensation from Nuveen Funds Paid to Board Members/ Nominees Terence J. Toth $490,225.
2021-06-25 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class I or II Board Member until 2023 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 2018 ... The members of the Executive Committee are Terence J. Toth, Chair ... The members of the Nominating and Governance Committee are Terence J. Toth, Chair ... Total Compensation from Nuveen Funds Paid to Board Members/Nominees $467,300.
2022-06-28 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class I or II Board Member until 2023 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since 2018 ...The members of the Executive Committee are Mr. Toth, Chair, Ms. Wolff and Mr. Young. ...The members of the Nominating and Governance Committee are Mr. Toth, Chair, Mr. Evans, Dr. Hunter, Ms. Lancellotta, Ms. Medero, Mr. Moschner, Mr. Nelson, Ms. Stockdale, Ms. Stone, Mr. Thornton, Ms. Wolff and Mr. Young. ...The members of the Compliance Committee are Ms. Wolff, Chair, Dr. Hunter, Ms. Lancellotta, Ms. Medero, Mr. Nelson, Mr. Thornton and Mr. Toth. ...The members of the Closed-End Funds Committee are Mr. Evans, Chair, Dr. Hunter, Ms. Lancellotta, Mr. Nelson, Mr. Toth and Ms. Wolff. ...Total Compensation from Nuveen Funds Paid to Board Members/Nominees ...Terence J. Toth ...$499,050 ...Board Member Terms ...The Board Members elected by holders of Preferred Shares will be elected to serve until the next annual meeting or until their successors have been duly elected and qualified. ...
2023-06-30 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class I or II Board Member until 2023 annual shareholder meeting and nominee as Class I or II Board Member until 2026 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 2018 ... The members of the Executive Committee are Mr. Toth, Chair ... The members of the Nominating and Governance Committee are Mr. Toth, Chair ... The members of the Compliance Committee are Ms. Wolff, Chair, Dr. Hunter, Ms. Lancellotta, Ms. Medero, Mr. Thornton and Mr. Toth ... The members of the Investment Committee are Dr. Hunter, Chair, Mr. Evans, Ms. Lancellotta, Ms. Medero, Mr. Moschner, Mr. Nelson, Mr. Thornton, Mr. Toth, Ms. Wolff and Mr. Young ... The members of the Closed-End Funds Committee are Mr. Evans, Chair, Dr. Hunter, Ms. Lancellotta, Mr. Nelson, Mr. Toth and Ms. Wolff ... Total Compensation from Nuveen Funds Paid to Board Members/Nominees Terence J. Toth $416,325 ...
2024-06-27 Terence J. Toth 1959 Co-Chair of the Board; Board Member Term: Class I or II Board Member until 2026 annual shareholder meeting Length of Service: Since 2008, Co-Chair of the Board since 2024 Formerly, Co-Founding Partner, Promus Capital. Chair and Member of the Board of Directors, Kehrein Center for the Arts; Member of the Board of Directors, Catalyst Schools of Chicago. Total Compensation from Nuveen Funds Paid to Board Members/Nominees $607,350.

NUVEEN REAL ESTATE INCOME FUND

Filing Date Source Excerpt
2008-05-16 Terence J. Toth... Private Investor (since 2007); CEO and President, Northern Trust Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004); Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004).
2009-04-02 Terence J. Toth - Director, Legal & General Investment Management America, Inc.; Managing Partner, Musso Capital Management; CEO and President, Northern Trust Investments; Executive Vice President, Quantitative Management & Securities Lending; various positions with Northern Trust Company.
2010-02-26 Terence J. Toth - Director, Legal & General Investment Management America, Inc.; Managing Partner, Musso Capital Management; formerly CEO and President, Northern Trust Investments; Executive Vice President, Quantitative Management & Securities Lending.
2011-03-30 Director of Legal & General Investment Management America, Inc.; Managing Partner at Promus Capital; MBA from New York University; Bachelor of Science from University of Illinois.
2012-03-01 Mr. Toth graduated with a Bachelor of Science degree from the University of Illinois and received his MBA from New York University.
2013-02-28 Mr. Toth has served as a Director of Legal & General Investment Management America, Inc. (since 2008) and as a Managing Partner at Promus Capital (since 2008). From 2004 to 2007, he was Chief Executive Officer and President of Northern Trust Global Investments, and Executive Vice President of Quantitative Management & Securities Lending from 2000 to 2004. He also formerly served on the Board of the Northern Trust Mutual Funds. He joined Northern Trust in 1994 after serving as Managing Director and Head of Global Securities Lending at Bankers Trust (1986 to 1994) and Head of Government Trading and Cash Collateral Investment at Northern Trust from 1982 to 1986. He currently serves on the Board of Chicago Fellowship. He is on the Mather Foundation Board (since 2012) and is a member of its investment committee. Mr. Toth graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University. In 2005, he graduated from the CEO Perspectives Program at Northwestern University.
2014-06-19 Managing Partner, Promus Capital (since 2008); Director of Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012) and LogicMark LLC (since 2012); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994).
2015-02-17 Managing Partner of Promus Capital; Director of Fulcrum IT Service LLC, Quality Control Corporation and LogicMark LLC; former CEO and President of Northern Trust Global Investments.
2016-03-10 Managing Partner, Promus Capital; Director of Fulcrum IT Service LLC, Quality Control Corporation and LogicMark LLC; former CEO and President of Northern Trust Global Investments.
2017-02-24 Co-Founding Partner of Promus Capital; former CEO and President of Northern Trust Global Investments; MBA from New York University.
2018-02-23 Mr. Toth was a Co-Founding Partner of Promus Capital and held executive roles at Northern Trust Global Investments and Bankers Trust.
2019-02-26 Formerly, Co-Founding Partner, Promus Capital (2008-2017); Director, Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012); formerly Director, LogicMark LLC (2012-2016); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994).
2019-02-26 Formerly, Co-Founding Partner, Promus Capital (2008-2017); Director, Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012); formerly Director, LogicMark LLC (2012-2016); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994).
2020-03-02 Formerly, Co-Founding Partner, Promus Capital (2008-2017); Quality Control Corporation (since 2012); formerly, Director, Fulcrum IT Services, LLC (2010-2019); formerly Director, LogicMark LLC (2012-2016); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994)
2021-03-04 Mr. Toth graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University. He was a Co-Founding Partner of Promus Capital and held executive roles in financial services.
2022-02-24 Mr. Toth graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University. No mention of computer science or programming experience.
2023-03-30 Formerly, Director of Fulcrum IT Services LLC (information technology services firm to government entities) (2010-2019); formerly, Director, LogicMark LLC (health services) (2012-2016); formerly, CEO and President, Northern Trust Global Investments (financial services) (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (financial services) (since 1994); Chair of the Board of the Kehrein Center for the Arts (philanthropy) (since 2021); Member of Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (philanthropy) (since 2012), formerly, Chair of its Investment Committee (2017-2022); formerly, Member, Chicago Fellowship Board (philanthropy) (2005-2016); formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004).
2024-02-27 Formerly, Co-Founding Partner, Promus Capital (investment advisory firm) (2008-2017); formerly, CEO and President, Northern Trust Global Investments (financial services) (2004-2007).
2025-03-04 Formerly, Co-Founding Partner, Promus Capital (investment advisory firm); formerly, CEO and President, Northern Trust Global Investments.

NUVEEN SELECT MATURITIES MUNICIPAL FUND

Filing Date Source Excerpt
2008-06-30 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Standing for Initial Election Private Investor (since 2007); CEO and President, Northern Trust Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004); Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). 23 The Board of each Fund has five standing committees: the executive committee, the dividend committee, the compliance, risk management and regulatory oversight committee, the audit committee and the nominating and governance committee. Jack B. Evans, Judith M. Stockdale and Timothy R. Schwertfeger, Chair, are current members of the dividend committee of each Fund. Robert P. Bremner, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, William J. Schneider, Judith M. Stockdale and Carole E. Stone are current members of the nominating and governance committee of each Fund. Effective July 1, 2008, Mr. Toth will serve as a member of the dividend and the nominating and governance committees of each Fund. The total compensation from Nuveen Funds paid to Terence J. Toth is $0.
2009-06-18 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Musso Capital Management (since 2008); Private Investor (since 2007); CEO and President, Northern Trust Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004); Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). Jack B. Evans, Chair, Judith M. Stockdale and Terence J. Toth are current members of the dividend committee of each Fund. Robert P. Bremner, Jack B. Evans, David J. Kundert, Chair, William J. Schneider and Terence J. Toth are current members of the audit committee of each Fund. Robert P. Bremner, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, William J. Schneider, Judith M. Stockdale, Carole E. Stone and Terence J. Toth are current members of the nominating and governance committee of each Fund. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $28,695.
2010-06-18 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008: Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Promus Capital Management (since 2008); formerly CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004), Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). The members of the Audit Committee are Robert P. Bremner, Jack B. Evans, David J. Kundert, Chair, William J. Schneider and Terence J. Toth, each of whom is an independent Board Member of the Funds. The Dividend Committee is authorized to declare distributions on each Fund's shares including, but not limited to, regular and special dividends, capital gains and ordinary income distributions. The members of the Dividend Committee are Jack B. Evans, Chair, Judith M. Stockdale and Terence J. Toth. The Nominating and Governance Committee is composed entirely of Independent Board Members who are also independent as defined by New York Stock Exchange or NYSE Amex listing standards, as applicable. Accordingly, the members of the Nominating and Governance Committee are Robert P. Bremner, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, William J. Schneider, Judith M. Stockdale, Carole E. Stone and Terence J. Toth.
2011-06-22 Terence J. Toth* c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Promus Capital (since 2008); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004); Chicago Fellowship Board (since 2005), and Catalyst Schools of Chicago Board (since 2008); formerly Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). 245 See Principal Occupation Description
2012-07-02 Terence J. Toth (9/29/59) Board Member Term: Annual or Class II Board Member until 2014 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc. Aggregate Compensation from the Funds: $263,891. Committees: Audit Committee, Dividend Committee, Nominating and Governance Committee.
2013-06-27 Terence J. Toth (9/29/59) Board Member Term: Annual or Class II Board Member until 2014 Length of Service: Since 2008 Managing Partner, Promus Capital (since 2008); Director, Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012) and LogicMark LLC (since 2012); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member, Chicago Fellowship Board (since 2005), Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (since 2012), and a member of its investment committee; formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). The members of the Audit Committee are Robert P. Bremner, David J. Kundert, Chair, William J. Schneider, Carole E. Stone and Terence J. Toth. The members of the Dividend Committee are Jack B. Evans, Chair, Judith M. Stockdale and Terence J. Toth. The members of the Nominating and Governance Committee are Robert P. Bremner, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, William J. Schneider, Judith M. Stockdale, Carole E. Stone, Virginia L. Stringer and Terence J. Toth. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $298,475.
2014-06-16 Terence J. Toth (1959) - Board Member; Managing Partner, Promus Capital; Member of Audit Committee, Dividend Committee, Nominating and Governance Committee; Compensation paid: $305,513
2015-07-01 Terence J. Toth, Board Member; Term: Class II Board Member until 2017 annual shareholder meeting; Length of Service: Since 2008; Managing Partner, Promus Capital; Audit Committee Member; Dividend Committee Member; Nominating and Governance Committee Member; Total Compensation: $313,964.
2016-06-24 Terence J. Toth is a Board Member. He serves on the Audit Committee, Nominating and Governance Committee, Closed-End Funds Committee, and Dividend Committee. Total compensation from Nuveen Funds paid to him is $278,625.
2017-06-23 Terence J. Toth, Board Member; Term: Class I or Class II Board Member until 2017 annual shareholder meeting; Length of Service: Since 2008; Co-Founding Partner, Promus Capital; Member of Boards of Chicago Fellowship, Fulcrum IT Service LLC, Quality Control Corporation, Catalyst Schools of Chicago, Mather Foundation Board (Chair of Investment Committee); Total Compensation: $349,767.
2018-06-28 Terence J. Toth, Board Member, Term: Class I or Class II Board Member until 2020 annual shareholder meeting, Length of Service: Since 2008. Formerly, Co-Founding Partner, Promus Capital (2008-2017); Director, Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012); formerly Director, LogicMark LLC (2012-2016); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member, Chicago Fellowship Board (since 2005), Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (since 2012) and Chair of its Investment Committee; formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $355,825.
2019-06-28 Terence J. Toth Chairman of the Board; Board Member Term: Class I or II Board Member until 2020 annual shareholder meeting Length of Service: Since 2008, Chairman of the Board since 2018 The Board unanimously recommends that shareholders vote FOR the election of the nominees. The Executive Committee, which meets between regular meetings of the Board, is authorized to exercise all of the powers of the Board. The members of the Executive Committee are Terence J. Toth, Chair, Margo L. Cook and Albin F. Moschner. The members of the Audit Committee are Carole E. Stone, Chair, Jack B. Evans, William C. Hunter, John K. Nelson, and Terence J. Toth. The members of the Nominating and Governance Committee are Terence J. Toth, Chair, Jack B. Evans, William C. Hunter, Albin F. Moschner, John K. Nelson, Judith M. Stockdale, Carole E. Stone, Margaret L. Wolff and Robert L. Young. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $354,650.
2020-06-26 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chairman of the Board; Board Member Length of Service: Since 2008, Chairman of the Board since 2018 ... The members of the Executive Committee are Terence J. Toth, Chair ... The members of the Compliance Committee are John K. Nelson, Chair, Albin F. Moschner, Terence J. Toth, Margaret L. Wolff and Robert L. Young ... The members of the Nominating and Governance Committee are Terence J. Toth, Chair, Jack B. Evans, William C. Hunter, Albin F. Moschner, John K. Nelson, Judith M. Stockdale, Carole E. Stone, Margaret L. Wolff and Robert L. Young ... The members of the Closed-End Funds Committee are Jack B. Evans, Chair, Carole E. Stone, Terence J. Toth, Margaret L. Wolff and Robert L. Young ... Total Compensation from Nuveen Funds Paid to Board Members/ Nominees ... Terence J. Toth: $490,225.
2021-06-25 The Board Members have elected Mr. Toth as the independent Chair of the Board. The members of the Executive Committee are Terence J. Toth, Chair, Albin F. Moschner and Margaret L. Wolf. The members of the Nominating and Governance Committee are Terence J. Toth, Chair, Jack B. Evans, William C. Hunter, Amy B. R. Lancellotta, Joanne T. Medero, Albin F. Moschner, John K. Nelson, Judith M. Stockdale, Carole E. Stone, Matthew Thornton III, Margaret L. Wolff and Robert L. Young. The members of the Compliance Committee are Margaret L. Wolff, Chair, Amy B. R. Lancellotta, Joanne T. Medero, John K. Nelson, Matthew Thornton III, Terence J. Toth and Robert L. Young. The members of the Closed-End Funds Committee are Jack B. Evans, Chair, William C. Hunter, Amy B. R. Lancellotta, Terence J. Toth, Margaret L. Wolff and Robert L. Young. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: Terence J. Toth: $467,300.
2022-06-28 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class I or II Board Member until 2023 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since 2018 The members of the Executive Committee are Mr. Toth, Chair, Ms. Wolff and Mr. Young. The members of the Nominating and Governance Committee are Mr. Toth, Chair, Mr. Evans, Dr. Hunter, Ms. Lancellotta, Ms. Medero, Mr. Moschner, Mr. Nelson, Ms. Stockdale, Ms. Stone, Mr. Thornton, Ms. Wolff and Mr. Young. The members of the Compliance Committee are Ms. Wolff, Chair, Dr. Hunter, Ms. Lancellotta, Ms. Medero, Mr. Nelson, Mr. Thornton and Mr. Toth. The members of the Dividend Committee are Mr. Young, Chair, Mr. Moschner, Mr. Nelson and Mr. Thornton. The members of the Closed-End Funds Committee are Mr. Evans, Chair, Dr. Hunter, Ms. Lancellotta, Mr. Nelson, Mr. Toth and Ms. Wolff. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $499,050.
2023-06-30 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class I or II Board Member until 2023 annual shareholder meeting and nominee as Class I or II Board Member until 2026 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 2018 Formerly, Co-Founding Partner, Promus Capital (investment advisory firm) (2008-2017); formerly, Director of Quality Control Corporation (manufacturing) (2012-2021); formerly, Director of Fulcrum IT Services LLC (information technology services firm to government entities) (2010-2019); formerly, Director, LogicMark LLC (health services) (2012-2016); formerly, Director, Legal & General Investment Management America, Inc. (asset management) (2008-2013); formerly, CEO and President, Northern Trust Global Investments (financial services) (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (financial services) (since 1994); Chair of the Board of the Kehrein Center for the Arts (philanthropy) (since 2021); Member of Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (philanthropy) (since 2012), formerly Chair of its Investment Committee (2017-2022); formerly, Member, Chicago Fellowship Board (philanthropy) (2005-2016); formerly, Member, Northern Trust Mutual Funds Board (2005-2007) and Northern Trust Global Investments Board (2004-2007) and Northern Trust Hong Kong Board (1997-2004).
2024-06-28 Terence J. Toth, Co-Chair of the Board; Board Member, Term: Class I or II Board Member until 2026 annual shareholder meeting, Length of Service: Since 2008, Co-Chair of the Board since 2024; Formerly Co-Founding Partner of Promus Capital; Chair and Member of the Board of Directors at Kehrein Center for the Arts; Executive Committee member; Nominating and Governance Committee member; Compliance Committee member; Investment Committee member; Closed-End Fund Committee member; Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $607,350.

NUVEEN SELECT TAX FREE INCOME PORTFOLIO

Filing Date Source Excerpt
2008-06-30 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Standing for Initial Election Private Investor (since 2007); CEO and President, Northern Trust Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004); Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). The table below shows, for each Independent Board Member, the aggregate compensation (i) paid by each Fund to each Board Member for its last fiscal year and (ii) paid (including deferred fees) for service on the boards of the Nuveen open-end and closed-end funds managed by the Adviser for the last fiscal year. Terence J. Toth aggregate compensation: $0.
2009-06-18 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Musso Capital Management (since 2008); Private Investor (since 2007); CEO and President, Northern Trust Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004); Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). Jack B. Evans, Chair, Judith M. Stockdale and Terence J. Toth are current members of the dividend committee of each Fund. Robert P. Bremner, Jack B. Evans, David J. Kundert, Chair, William J. Schneider and Terence J. Toth are current members of the audit committee of each Fund. Robert P. Bremner, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, William J. Schneider, Judith M. Stockdale, Carole E. Stone and Terence J. Toth are current members of the nominating and governance committee of each Fund. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $28,695.
2010-06-18 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008: Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Promus Capital Management (since 2008); formerly CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004), Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). The members of the Dividend Committee are Jack B. Evans, Chair, Judith M. Stockdale and Terence J. Toth. The Audit Committee is also responsible for, among other things, overseeing the valuation of securities comprising the Funds’ portfolios. The members of the Audit Committee are Robert P. Bremner, Jack B. Evans, David J. Kundert, Chair, William J. Schneider and Terence J. Toth, each of whom is an independent Board Member of the Funds. The members of the Nominating and Governance Committee are Robert P. Bremner, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, William J. Schneider, Judith M. Stockdale, Carole E. Stone and Terence J. Toth.
2011-06-22 Terence J. Toth* c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Promus Capital (since 2008); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004); Chicago Fellowship Board (since 2005), and Catalyst Schools of Chicago Board (since 2008); formerly Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). 245 See Principal Occupation Description
2012-07-02 Terence J. Toth (9/29/59) - Board Member. Term: Annual or Class II Board Member until 2014. Length of Service: Since 2008. Compensation: $263,891. Committees: Audit Committee, Dividend Committee, Nominating and Governance Committee.
2013-06-27 Terence J. Toth (9/29/59) Board Member Term: Annual or Class II Board Member until 2014 Length of Service: Since 2008 Managing Partner, Promus Capital (since 2008); Director, Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012) and LogicMark LLC (since 2012); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004). Total Compensation from Nuveen Funds Paid to Board Members/Nominees $298,475. Members of the Audit Committee are Terence J. Toth. Members of the Dividend Committee are Terence J. Toth. Members of the Nominating and Governance Committee are Terence J. Toth.
2014-06-16 Terence J. Toth (1959) Board Member Term: Length of service: Since 2008 Managing Partner, Promus Capital (since 2008); Director of Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012) and LogicMark LLC (since 2012); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member, Chicago Fellowship Board (since 2005), Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (since 2012) and a member of its investment committee; formerly, member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). Number of Portfolios in Fund Complex Overseen by Board Member: 201. Independent Board Members receive a $150,000 annual retainer plus fees for meetings and additional retainers for committee chairs. Total compensation from Nuveen Funds paid to Board Members for 2013: $305,513.
2015-07-01 Terence J. Toth, Board Member; Term: Class II Board Member until 2017 annual shareholder meeting; Length of Service: Since 2008; Managing Partner, Promus Capital; Audit Committee member; Dividend Committee member; Nominating and Governance Committee member; Total Compensation: $313,964.
2016-06-24 Terence J. Toth, Board Member; Term: Class II Board Member until 2017 annual shareholder meeting; Length of Service: Since 2008; Managing Partner, Promus Capital; Compensation: $278,625; Committees: Audit Committee, Dividend Committee, Nominating and Governance Committee, Closed-End Funds Committee.
2017-06-23 Terence J. Toth is Board Member. Co-Founding Partner of Promus Capital. Member of Audit Committee, Dividend Committee, Nominating and Governance Committee, and Closed-End Funds Committee. Total compensation from Nuveen Funds paid to Terence J. Toth is $349,767.
2018-06-28 Terence J. Toth, Board Member, Term: Class I or Class II Board Member until 2020 annual shareholder meeting, Length of Service: Since 2008. Chair of Executive Committee and Nominating and Governance Committee effective July 1, 2018. Member of Audit, Dividend and Closed-End Funds Committees. Total compensation $355,825.
2019-06-28 Terence J. Toth, Chairman of the Board; Board Member; Term: Class I or II Board Member until 2020 annual shareholder meeting; Length of Service: Since 2008, Chairman of the Board since 2018; The Board unanimously recommends that shareholders vote FOR the election of the nominees.
2020-06-26 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chairman of the Board; Board Member Length of Service: Since 2008, Chairman of the Board since 2018 ... The members of the Executive Committee are Terence J. Toth, Chair ... The members of the Nominating and Governance Committee are Terence J. Toth, Chair ... The members of the Compliance Committee are John K. Nelson, Chair, Albin F. Moschner, Terence J. Toth, Margaret L. Wolff and Robert L. Young ... The members of the Closed-End Funds Committee are Jack B. Evans, Chair, Carole E. Stone, Terence J. Toth, Margaret L. Wolff and Robert L. Young ... Total Compensation from Nuveen Funds Paid to Board Members/ Nominees Terence J. Toth $490,225.
2022-06-28 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class I or II Board Member until 2023 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since 2018 ... The members of the Executive Committee are Mr. Toth, Chair, Ms. Wolff and Mr. Young ... The members of the Compliance Committee are Ms. Wolff, Chair, Dr. Hunter, Ms. Lancellotta, Ms. Medero, Mr. Nelson, Mr. Thornton and Mr. Toth ... The members of the Nominating and Governance Committee are Mr. Toth, Chair, Mr. Evans, Dr. Hunter, Ms. Lancellotta, Ms. Medero, Mr. Moschner, Mr. Nelson, Ms. Stockdale, Ms. Stone, Mr. Thornton, Ms. Wolff and Mr. Young ... The members of the Closed-End Funds Committee are Mr. Evans, Chair, Dr. Hunter, Ms. Lancellotta, Mr. Nelson, Mr. Toth and Ms. Wolff ... Total Compensation from Nuveen Funds Paid to Board Members/Nominees ... $499,050 ...
2023-06-30 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class I or II Board Member until 2023 annual shareholder meeting and nominee as Class I or II Board Member until 2026 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 2018 ... The Board has established seven standing committees: the Executive Committee, the Dividend Committee, the Audit Committee, the Compliance, Risk Management and Regulatory Oversight Committee, the Investment Committee, the Nominating and Governance Committee and the Closed-End Funds Committee ... The members of the Executive Committee are Mr. Toth, Chair, Mr. Nelson and Mr. Young ... The members of the Nominating and Governance Committee are Mr. Toth, Chair, Mr. Evans, Dr. Hunter, Ms. Lancellotta, Ms. Medero, Mr. Moschner, Mr. Nelson, Mr. Thornton, Ms. Wolff and Mr. Young ... The members of the Investment Committee are Dr. Hunter, Chair, Mr. Evans, Ms. Lancellotta, Ms. Medero, Mr. Moschner, Mr. Nelson, Mr. Thornton, Mr. Toth, Ms. Wolff and Mr. Young ... Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $416,325.
2024-06-28 Terence J. Toth, Co-Chair of the Board; Board Member, Term: Class I or II Board Member until 2026 annual shareholder meeting, Length of Service: Since 2008, Co-Chair of the Board since 2024, Formerly Co-Founding Partner of Promus Capital; Member of the Executive Committee, Nominating and Governance Committee, Investment Committee, Closed-End Fund Committee, Compliance Committee; Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $607,350.

Nuveen S&P 500 BuyWrite Income Fund

Filing Date Source Excerpt
2008-05-16 Terence J. Toth - Private Investor; CEO and President, Northern Trust Investments; Executive Vice President, Quantitative Management & Securities Lending; various positions with Northern Trust Company.
2009-04-02 Terence J. Toth - Director, Legal & General Investment Management America, Inc.; Managing Partner, Musso Capital Management; CEO and President, Northern Trust Investments; Executive VP, Quantitative Management & Securities Lending.
2010-02-26 Terence J. Toth - Director, Legal & General Investment Management America, Inc.; Managing Partner, Musso Capital Management; formerly CEO and President, Northern Trust Investments.
2011-03-30 Director of Legal & General Investment Management America, Inc.; Managing Partner at Promus Capital; MBA from New York University.
2012-03-01 Mr. Toth has served as a Director of Legal & General Investment Management America, Inc. since 2008 and as a Managing Partner at Promus Capital since 2008. From 2004 to 2007, he was Chief Executive Officer and President of Northern Trust Global Investments, and Executive Vice President of Quantitative Management & Securities Lending from 2000 to 2004. He graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University.
2013-02-28 Mr. Toth has a BS and MBA but no mention of programming or technical degrees; background is in investment management.
2015-02-17 Managing Partner, Promus Capital; Director of Fulcrum IT Service LLC, Quality Control Corporation, and LogicMark LLC; MBA from New York University.
2016-03-10 Managing Partner, Promus Capital; former CEO and President of Northern Trust Global Investments; MBA from New York University.
2017-02-24 Co-Founding Partner of Promus Capital; former CEO and President of Northern Trust Global Investments; MBA from New York University.
2018-02-23 Formerly CEO and President of Northern Trust Global Investments; Co-Founding Partner of Promus Capital.
2019-02-26 Formerly, Co-Founding Partner, Promus Capital (2008-2017); Director, Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012); formerly Director, LogicMark LLC (2012-2016); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994).
2020-03-02 Formerly, Co-Founding Partner, Promus Capital (2008-2017); Quality Control Corporation (since 2012); formerly, Director, Fulcrum IT Services, LLC (2010-2019); formerly Director, LogicMark LLC (2012-2016); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994)
2021-03-04 Mr. Toth graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University. He was a Co-Founding Partner of Promus Capital and held executive roles in investment management.
2022-02-24 Mr. Toth graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University. No mention of computer science or programming experience.
2023-03-30 Formerly, Director of Fulcrum IT Services LLC (information technology services firm to government entities) (2010-2019); formerly, Director, LogicMark LLC (health services) (2012-2016); formerly, CEO and President, Northern Trust Global Investments (financial services) (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (financial services) (since 1994); Chair of the Board of the Kehrein Center for the Arts (philanthropy) (since 2021); Member of Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (philanthropy) (since 2012), formerly, Chair of its Investment Committee (2017-2022); formerly, Member, Chicago Fellowship Board (philanthropy) (2005-2016); formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004).
2024-02-27 Formerly, Co-Founding Partner, Promus Capital (investment advisory firm) (2008-2017); formerly, Director of Quality Control Corporation (manufacturing) (2012- 2021).
2025-03-04 Formerly, Co-Founding Partner, Promus Capital (investment advisory firm); formerly, CEO and President, Northern Trust Global Investments.

Nuveen S&P 500 Dynamic Overwrite Fund

Filing Date Source Excerpt
2008-05-16 Terence J. Toth - Private Investor; CEO and President, Northern Trust Investments; Executive VP, Quantitative Management & Securities Lending; various positions with Northern Trust Company.
2009-04-02 Terence J. Toth... Director, Legal & General Investment Management America; Managing Partner, Musso Capital Management; CEO and President, Northern Trust Investments; Executive VP, Quantitative Management & Securities Lending.
2010-02-26 Terence J. Toth - Director, Legal & General Investment Management America, Inc.; Managing Partner, Musso Capital Management; formerly CEO and President, Northern Trust Investments; Executive Vice President, Quantitative Management & Securities Lending.
2011-03-30 Mr. Toth graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University.
2012-03-01 Mr. Toth graduated with a Bachelor of Science degree from the University of Illinois and received his MBA from New York University; served as CEO and President of Northern Trust Global Investments.
2013-02-28 Mr. Toth has served as a Director of Legal & General Investment Management America, Inc. (since 2008) and as a Managing Partner at Promus Capital (since 2008). From 2004 to 2007, he was Chief Executive Officer and President of Northern Trust Global Investments, and Executive Vice President of Quantitative Management & Securities Lending from 2000 to 2004. He also formerly served on the Board of the Northern Trust Mutual Funds. He joined Northern Trust in 1994 after serving as Managing Director and Head of Global Securities Lending at Bankers Trust (1986 to 1994) and Head of Government Trading and Cash Collateral Investment at Northern Trust from 1982 to 1986. He currently serves on the Board of Chicago Fellowship. He is on the Mather Foundation Board (since 2012) and is a member of its investment committee. Mr. Toth graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University. In 2005, he graduated from the CEO Perspectives Program at Northwestern University.
2014-06-16 Managing Partner, Promus Capital; Bachelor of Science from University of Illinois and MBA from New York University.
2014-06-16 Managing Partner, Promus Capital (since 2008); Director of Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012) and LogicMark LLC (since 2012); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994).
2015-02-17 Managing Partner of Promus Capital; Director of Fulcrum IT Service LLC, Quality Control Corporation and LogicMark LLC; no mention of programming or technical skills.
2016-03-10 Managing Partner, Promus Capital; formerly CEO and President, Northern Trust Global Investments; Director of Fulcrum IT Service LLC and other companies.
2017-02-24 Co-Founding Partner of Promus Capital; former CEO and President of Northern Trust Global Investments; Bachelor of Science and MBA degrees.
2018-02-23 Former CEO and President of Northern Trust Global Investments; Co-Founding Partner of Promus Capital; has a Bachelor of Science and an MBA.
2019-02-26 Formerly, Co-Founding Partner, Promus Capital (2008-2017); Director, Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012); formerly Director, LogicMark LLC (2012-2016); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994).
2019-02-26 Formerly, Co-Founding Partner, Promus Capital (2008-2017); Director, Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012); formerly Director, LogicMark LLC (2012-2016); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994).
2020-03-02 Formerly, Co-Founding Partner, Promus Capital (2008-2017); Quality Control Corporation (since 2012); formerly, Director, Fulcrum IT Services, LLC (2010-2019); formerly Director, LogicMark LLC (2012-2016); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member, Chicago Fellowship Board (since 2005), Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (since 2012) and Chair of its Investment Committee; formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004).
2021-03-04 Mr. Toth graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University. Formerly, Director of Fulcrum IT Service LLC (information technology services firm to government entities) (2010-2019) but no direct programming or software engineering experience mentioned.
2022-02-24 Mr. Toth graduated with a Bachelor of Science degree from the University of Illinois, and received his MBA from New York University. He joined the Board in 2008. No mention of programming or technical roles.
2023-03-30 Formerly, Director of Fulcrum IT Services LLC (information technology services firm to government entities) (2010-2019); formerly, Director, LogicMark LLC (health services) (2012-2016); formerly, CEO and President, Northern Trust Global Investments (financial services) (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (financial services) (since 1994); Chair of the Board of the Kehrein Center for the Arts (philanthropy) (since 2021); Member of Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (philanthropy) (since 2012), formerly, Chair of its Investment Committee (2017-2022); formerly, Member, Chicago Fellowship Board (philanthropy) (2005-2016); formerly, Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004).
2024-02-27 Formerly, Co-Founding Partner, Promus Capital (investment advisory firm) (2008-2017); formerly, Director of Quality Control Corporation (manufacturing) (2012-2021); formerly, Director, Fulcrum IT Service LLC (information technology services to government entities) (2010-2019).
2025-03-04 Formerly, Co-Founding Partner, Promus Capital (investment advisory firm) (2008-2017); formerly, Director of Quality Control Corporation (manufacturing) (2012-2021); formerly, Director, Fulcrum IT Service LLC (information technology services firm to government entities) (2010-2019).

NUVEEN VIRGINIA QUALITY MUNICIPAL INCOME FUND

Filing Date Source Excerpt
2008-10-10 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member and Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Private Investor (since 2007); CEO and President, Northern Trust Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004); Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). Committees: Jack B. Evans, Chair, Judith M. Stockdale and Terence J. Toth are current members of the dividend committee of each Fund. Robert P. Bremner, Jack B. Evans, David J. Kundert, Chair, William J. Schneider and Terence J. Toth are current members of the audit committee of each Fund. Robert P. Bremner, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, William J. Schneider, Judith M. Stockdale, Carole E. Stone and Terence J. Toth are current members of the nominating and governance committee of each Fund. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: 0.
2009-10-22 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Musso Capital Management (since 2008); formerly, CEO and President, Northern Trust Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004), Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly, Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). 197 See Principal Occupation Description Total Compensation from Nuveen Funds Paid to Board Members/Nominees $28,695
2010-10-20 Terence J. Toth c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Promus Capital (since 2008); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member: Goodman Theatre Board (since 2004), Chicago Fellowship Board (since 2005), University of Illinois Leadership Council Board (since 2007) and Catalyst Schools of Chicago Board (since 2008); formerly, Member: Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). 204 See Principal Occupation Description The Audit Committee members include Robert P. Bremner, Jack B. Evans, David J. Kundert, Chair, William J. Schneider and Terence J. Toth. The Dividend Committee members are Jack B. Evans, Chair, Judith M. Stockdale and Terence J. Toth. The Nominating and Governance Committee members include Robert P. Bremner, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, William J. Schneider, Judith M. Stockdale, Carole E. Stone and Terence J. Toth. The total compensation paid to Terence J. Toth for the calendar year ended December 31, 2009 was $247,289.
2011-10-14 Terence J. Toth* c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (9/29/59) Board Member Term: Annual or Class II Board Member until 2011 Length of Service: Since 2008 Director, Legal & General Investment Management America, Inc. (since 2008); Managing Partner, Promus Capital (since 2008); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member, Goodman Theatre Board (since 2004); Chicago Fellowship Board (since 2005), and Catalyst Schools of Chicago Board (since 2008); formerly Member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). 245 N/A
2012-10-16 Terence J. Toth (9/29/59) - Board Member. Term: Annual or Class II Board Member until 2014. Length of Service: Since 2008. Committees: Audit Committee, Nominating and Governance Committee. Total Compensation: $263,891.
2013-10-17 Terence J. Toth is a Board Member. He serves on the Audit Committee, Nominating and Governance Committee, and Dividend Committee. Total compensation from Nuveen Funds paid to him is $298,475.
2014-06-16 Terence J. Toth (1959) Board Member Term: Length of service: Since 2008 Managing Partner, Promus Capital (since 2008); Director of Fulcrum IT Service LLC (since 2010), Quality Control Corporation (since 2012) and LogicMark LLC (since 2012); formerly, Director, Legal & General Investment Management America, Inc. (2008-2013); formerly, CEO and President, Northern Trust Global Investments (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (since 1994); Member, Chicago Fellowship Board (since 2005), Catalyst Schools of Chicago Board (since 2008) and Mather Foundation Board (since 2012) and a member of its investment committee; formerly, member, Northern Trust Mutual Funds Board (2005-2007), Northern Trust Global Investments Board (2004-2007), Northern Trust Japan Board (2004-2007), Northern Trust Securities Inc. Board (2003-2007) and Northern Trust Hong Kong Board (1997-2004). Committees: Audit Committee, Dividend Committee, Nominating and Governance Committee. Compensation: $305,513.
2015-02-17 Terence J. Toth is Board Member. Term: Class II Board Member until 2017 annual shareholder meeting. Length of Service: Since 2008. The members of the Audit Committee include Terence J. Toth. The members of the Nominating and Governance Committee include Terence J. Toth. The members of the Dividend Committee include Terence J. Toth. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $313,964.
2016-03-10 Terence J. Toth, Board Member; Term: Class II Board Member until 2017 annual shareholder meeting; Length of Service: Since 2008; The members of the Audit Committee include Terence J. Toth; The members of the Dividend Committee include Terence J. Toth; The members of the Nominating and Governance Committee include Terence J. Toth; The members of the Closed-End Funds Committee include Terence J. Toth; Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $320,574.
2017-02-24 Terence J. Toth is Board Member. The members of the Audit Committee are Jack B. Evans, Chair, David J. Kundert, John K. Nelson, Carole E. Stone and Terence J. Toth. The members of the Nominating and Governance Committee are William J. Schneider, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, Albin F. Moschner, John K. Nelson, Judith M. Stockdale, Carole E. Stone, Terence J. Toth and Margaret L. Wolff. The members of the Dividend Committee are William C. Hunter, Chair, Terence J. Toth and Margaret L. Wolff. The members of the Closed-End Funds Committee are Carole E. Stone, Chair, William Adams IV, Jack B. Evans, Albin F. Moschner, John K. Nelson, William J. Schneider and Terence J. Toth. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $349,767.
2018-02-23 Terence J. Toth, Board Member, Term: Class II Board Member until 2020 annual shareholder meeting, Length of Service: Since 2008. The Dividend Committee members include Terence J. Toth. The Audit Committee members include Terence J. Toth. The Nominating and Governance Committee members include Terence J. Toth. The Closed-End Funds Committee members include Terence J. Toth. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $355,825.
2019-02-26 Terence J. Toth, Chairman of the Board; Board Member, Term: Class II Board Member until 2020 annual shareholder meeting, Length of Service: Since 2008, Chairman of the Board since July 1, 2018. The Executive Committee members are Terence J. Toth, Chair. The Audit Committee members include Terence J. Toth. The Nominating and Governance Committee members include Terence J. Toth, Chair. The Closed-End Funds Committee members include Terence J. Toth. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $354,650.
2020-03-02 Terence J. Toth Chair of the Board; Board Member Term: Class II Board Member until 2020 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 1, 2018 ... The Executive Committee, which meets between regular meetings of the Board, is authorized to exercise all of the powers of the Board. The members of the Executive Committee are Terence J. Toth, Chair, and Albin F. Moschner. ... The members of the Nominating and Governance Committee are Terence J. Toth, Chair, Jack B. Evans, William C. Hunter, Albin F. Moschner, John K. Nelson, Judith M. Stockdale, Carole E. Stone, Margaret L. Wolff and Robert L. Young. ... The members of the Compliance Committee are John K. Nelson, Chair, Albin F. Moschner, Terence J. Toth, Margaret L. Wolff and Robert L. Young. ... The members of the Closed-End Funds Committee are Jack B. Evans, Chair, Carole E. Stone, Terence J. Toth, Margaret L. Wolff and Robert L. Young. ... Total Compensation from Nuveen Funds Paid to Board Members/Nominees ... Terence J. Toth $490,225.
2021-03-04 Terence J. Toth, Chair of the Board; Board Member; Term: Class II Board Member until 2023 annual shareholder meeting; Length of Service: Since 2008, Chair of the Board since July 1, 2018; The Board has elected Mr. Toth as the independent Chair of the Board; The members of the Executive Committee are Mr. Toth, Chair, Mr. Moschner and Ms. Wolff; The members of the Nominating and Governance Committee are Mr. Toth, Chair, Mr. Evans, Dr. Hunter, Mr. Moschner, Mr. Nelson, Ms. Stockdale, Mr. Stone, Mr. Thornton, Ms. Wolff and Mr. Young; The members of the Closed-End Funds Committee are Mr. Evans, Chair, Dr. Hunter, Mr. Toth, Ms. Wolff and Mr. Young; Total Compensation from Nuveen Funds Paid to Board Members: $467,300.
2022-02-24 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class II Board Member until 2023 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 2018 ... The members of the Executive Committee are Mr. Toth, Chair, Ms. Wolff and Mr. Young ... The members of the Nominating and Governance Committee are Mr. Toth, Chair, Mr. Evans, Dr. Hunter, Ms. Lancellotta, Ms. Medero, Mr. Moschner, Mr. Nelson, Ms. Stockdale, Ms. Stone, Mr. Thornton, Ms. Wolff and Mr. Young ... The members of the Compliance Committee are Ms. Wolff, Chair, Dr. Hunter, Ms. Lancellotta, Ms. Medero, Mr. Nelson, Mr. Thornton and Mr. Toth ... The members of the Closed-End Funds Committee are Mr. Evans, Chair, Dr. Hunter, Ms. Lancellotta, Mr. Nelson, Mr. Toth and Ms. Wolff ... Total Compensation from Nuveen Funds Paid to Board Members Terence J. Toth $499,050 ...
2023-03-30 Terence J. Toth c/o Nuveen 333 West Wacker Drive Chicago, IL 60606 1959 Chair of the Board; Board Member Term: Class II Board Member until 2023 annual shareholder meeting and nominee as Class II Board Member until 2026 annual shareholder meeting Length of Service: Since 2008, Chair of the Board since July 2018
2024-02-27 Terence J. Toth 333 West Wacker Drive Chicago, IL 60606 1959 Co-Chair of the Board; Board Member Term: Class II Board Member until 2026 annual shareholder meeting and, for Multi-Market Income, nominee for Class II Board Member until 2026 annual shareholder meeting Length of Service: Since 2008, Co-Chair of the Board since 2024 Formerly, Co-Founding Partner, Promus Capital (investment advisory firm) (2008-2017).
2025-03-04 Terence J. Toth 333 West Wacker Drive Chicago, IL 60606 1959 Board Member Term: Class II Board Member until 2026 annual shareholder meeting and, for Multi-Market Income, nominee for Class II Board Member until 2026 annual shareholder meeting Length of Service: Since 2008 Formerly, Co-Founding Partner, Promus Capital (investment advisory firm) (2008-2017); formerly, Director of Quality Control Corporation (manufacturing) (2012-2021); formerly, Director, Fulcrum IT Service LLC (information technology services firm to government entities) (2010-2019); formerly, Director, LogicMark LLC (health services) (2012-2016); formerly, Director, Legal & General Investment Management America, Inc. (asset management) (2008- 2013); formerly, CEO and President, Northern Trust Global Investments (financial services) (2004-2007); Executive Vice President, Quantitative Management & Securities Lending (2000-2004); prior thereto, various positions with Northern Trust Company (financial services) (since 1994). Total Compensation from funds in the Fund Complex Paid to Board Members 575,750

Source material: SEC submissions metadata and DEF 14A proxy filings from EDGAR. Last updated: 2026-03-22