Corporate Board Profile
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| Filing Date | Source Excerpt |
|---|---|
| 2019-03-14 | Valerie M. Williams - Retired Southwest Assurance Managing Partner, Ernst & Young LLP; Significant financial reporting expertise; Leadership experience in audit practice and risk management. |
| 2020-03-12 | Valerie M. Williams - Retired Southwest Assurance Managing Partner, Ernst & Young LLP. |
| 2021-03-25 | Retired Southwest Assurance Managing Partner, Ernst & Young LLP; audit committee financial expert. |
| 2022-03-17 | Valerie M. Williams - Retired Southwest Assurance Managing Partner, Ernst & Young LLP; Significant financial reporting expertise for complex organizations; Leadership experience in audit practice and risk management. |
| 2023-03-23 | Valerie M. Williams - Retired Southwest Assurance Managing Partner, Ernst & Young LLP; Significant financial reporting expertise for complex organizations; Leadership experience in audit practice and risk management. |
| 2024-03-07 | Financial Planning and Analysis: Significant financial reporting expertise for complex organizations; Corporate Governance: Leadership experience in audit practice and risk management; Growth and Value Creation: Experience in oversight of operations and strategy development |
| 2025-03-13 | Strategy Development and Analysis ■ Significant accounting and financial reporting expertise for complex organizations Corporate Governance ■ Leadership experience in audit practice and risk management Growth and Value Creation ■ Experience in oversight of operations and strategy development |
| Filing Date | Source Excerpt |
|---|---|
| 2022-02-07 | Valerie M. Williams (1956) ... Trustee ... Since May 2021 ... Director of various companies ... Compensation from the Fund 85 |
| 2023-02-09 | Valerie M. Williams (1956) One Franklin Parkway San Mateo, CA 94403-1906 Trustee Since 2021 111 Omnicom Group, Inc. (advertising and marketing communications services) (2016-present), DTE Energy Co. (gas and electric utility) (2018-present), Devon Energy Corporation (exploration and production of oil and gas) (2021-present); and formerly, WPX Energy, Inc. (exploration and production of oil and gas) (2018-2021). Principal Occupation During at Least the Past 5 Years: Director of various companies; and formerly, Regional Assurance Managing Partner, Ernst & Young LLP (public accounting) (2005-2016), various roles of increasing responsibility at Ernst & Young (1981-2005). |
| 2024-02-06 | Valerie M. Williams (1956) One Franklin Parkway San Mateo, CA 94403-1906 Trustee Since 2021 109 Omnicom Group, Inc. (advertising and marketing communications services) (2016-present), DTE Energy Co. (gas and electric utility) (2018-present), Devon Energy Corporation (exploration and production of oil and gas) (2021-present); and formerly, WPX Energy, Inc. (exploration and production of oil and gas) (2018-2021). Principal Occupation During at Least the Past 5 Years: Director of various companies; and formerly, Regional Assurance Managing Partner, Ernst & Young LLP (public accounting) (2005-2016) and various roles of increasing responsibility at Ernst & Young (1981-2005). The Board has a Nominating Committee comprised of Harris J. Ashton, Terrence J. Checki, Mary C. Choksi, Edith E. Holiday, J. Michael Luttig, Larry D. Thompson and Valerie M. Williams. None of the members of the Nominating Committee is an “interested person” of the Fund, as defined by the Investment Company Act of 1940, as amended (the “1940 Act”). Trustees who are not interested persons of the Fund are referred to as the “Independent Trustees,” and Trustees who are interested persons of the Fund are referred to as the “Interested Trustees.” |
| 2025-02-07 | Valerie M. Williams (1956) ... Trustee ... Since 2021 ... Nominating Committee ... Compensation $241 from the Fund for fiscal year ended August 31, 2024. |
| Filing Date | Source Excerpt |
|---|---|
| 2017-04-13 | Valerie M. Williams is a member of the Audit Committee. Directors' Compensation for Fiscal 2016: Valerie M. Williams Fees Earned or Paid in Cash $21,323, Stock Awards $25,538, Total $46,861. |
| 2018-04-12 | Valerie M. Williams, 61, Former Southwest Assurance Managing Partner, EY. Director since 2016. Member of the Audit and Finance Committees. Total compensation $271,000. |
| 2019-04-10 | Ms. Williams is a former Southwest Assurance Managing Partner for EY, a position she had held since 2006. |
| 2020-04-29 | Valerie M. Williams, (I), 63 Former Southwest Assurance Managing Partner, EY 2016 A F Directors' Compensation for Fiscal Year 2019 Valerie M. Williams Fees Earned or Paid in Cash: $140,000 Stock Awards: $145,000 Total: $285,000 |
| 2021-03-25 | Valerie M. Williams, 64, Member of the Audit and Finance Committees. Directors’ Compensation for Fiscal Year 2020: Valerie M. Williams total compensation $321,000. |
| 2022-03-24 | Valerie M. Williams, (I), 65 Former Southwest Assurance Managing Partner, EY Director since 2016 Member of the Audit and Finance Committees Fees Earned or Paid in Cash: $144,000 Stock Awards: $175,000 Total: $319,000 |
| 2023-03-23 | Valerie M. Williams, 66 Director since 2016 Member of the Audit and Finance Committees Ms. Williams is a former Southwest Assurance Managing Partner for EY, a position she held from 2006 to 2016. She joined EY in 1981 and has over 35 years of audit and public accounting experience, serving numerous global and multi-location companies in various industries. |
| 2024-03-28 | Valerie M. Williams (I), 67 Former Southwest Assurance Managing Partner, EY 2016 AF ... Ms. Williams is a director, Chair of the Audit Committee and member of the Reserves Committee of Devon Energy Corporation ... Valerie M. Williams $148,000 fees earned in cash, $175,000 stock awards, total $323,000. |
| 2025-03-27 | Ms. Williams is a former Assurance Managing Partner for EY. |
Data sourced from SEC filings. Last updated: 2025-10-12