Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2006-11-15 | W. Allen Reed (59)... Nominee/Trustee/Director... Chairperson of the Equity Sub-Committee of the Investment Committee (since October 2006)... Member of the Audit Committee... Member of the Investment Committee... Total Compensation from the Fund: 103 (ICB), None (OIA)... Ms. Dennis and Messrs. Bowman, Klein and Reed did not serve as Trustees/Directors of the Funds until August 1, 2006 and therefore did not receive any compensation from OIA for the Fund's last fiscal year nor did they receive any compensation payable to the Fund's Trustees/Directors by the Fund Complex for the calendar year ended December 31, 2005. |
| 2007-11-05 | W. Allen Reed (60) ... Nominee/Trustee/Director ... Chairperson of the Equity Sub-Committee of the Investment Committee (since October 2006) ... Member of the Audit Committee ... Member of the Investment Committee ... Compensation: ICB $204, OIA $205, Fund Complex $78,750. |
| 2008-10-30 | W. Allen Reed (61) ... Nominee/Trustee/Director ... Member of the Audit Committee, Investment Committee and Chairperson of the Equity Sub-Committee ... Total Compensation from the Fund Complex $200,000. |
| 2009-11-04 | W. Allen Reed (62) c/o Kramer Levin Naftalis & Frankel LLP Counsel to the Independent Trustees 1177 Avenue of the Americas New York, NY 10036 Nominee/ Trustee/ Director Since August 2006 Chairperson of the Equity Sub-Committee of the Investment Committee (since October 2006) and Director or Trustee of various Retail Funds and Institutional Funds (since August 2006); formerly, President and CEO of General Motors Asset Management; Chairman and Chief Executive Officer of the GM Trust Bank and Corporate Vice President of General Motors Corporation (August 1994-December 2005). The members of the Audit Committee of each Fund are Joseph J. Kearns, Michael E. Nugent and W. Allen Reed. None of the members of the Funds' Audit Committee is an "interested person," as defined under the 1940 Act, of any of the Funds (with such disinterested Trustees/Directors being "Independent Trustees/Directors" or individually, "Independent Trustee/Director"). Each Independent Trustee/Director is also "independent" from each Fund under the listing standards of the New York Stock Exchange, Inc. ("NYSE"). The Chairperson of the Audit Committee of each of the Funds is Joseph J. Kearns. The Investment Committee oversees the portfolio investment process for and reviews the performance of each Fund. The members of the Investment Committee are Frank L. Bowman, Michael Bozic, Kathleen A. Dennis, James F. Higgins, Manuel H. Johnson, Joseph Kearns, Michael F. Klein, Michael E. Nugent, W. Allen Reed and Fergus Reid. The Chairperson of the Investment Committee is Manuel H. Johnson. The Chairperson of the Boards receives an additional annual retainer fee of $60,000. Other Committee Chairpersons receive an additional annual retainer fee of $30,000 and the Investment Sub-Committee Chairpersons receive an additional annual retainer fee of $15,000. The aggregate compensation paid to each Trustee/Director is paid by the Retail Funds and the Institutional Funds, and is allocated on a pro rata basis among each of the operational funds/portfolios of the Retail Funds and the Institutional Funds based on the relative net assets of each of the funds/portfolios. W. Allen Reed receives $215,000. |
| Filing Date | Source Excerpt |
|---|---|
| 2006-09-13 | President and CEO of General Motors Asset Management, Chairman and Chief Executive Officer of the GM Trust Bank and Corporate Vice President of General Motors Corporation (August 1994 to December 2005). |
| 2007-09-11 | Chairperson of the Equity Sub-Committee of the Investment Committee; formerly, President and CEO of General Motors Asset Management; Chairman and Chief Executive Officer of the GM Trust Bank and Corporate Vice President of General Motors Corporation. |
| 2008-08-29 | Chairperson of the Equity Sub-Committee of the Investment Committee (since October 2006) and Director or Trustee of various Retail Funds and Institutional Funds (since August 2006); formerly, President and CEO of General Motors Asset Management; Chairman and Chief Executive Officer of the GM Trust Bank and Corporate Vice President of General Motors Corporation (August 1994 to December 2005). |
| 2009-09-14 | Chairperson of the Equity Sub-Committee of the Investment Committee (since October 2006) and Director or Trustee of various Retail Funds and Institutional Funds (since August 2006); formerly, President and CEO of General Motors Asset Management; Chairman and Chief Executive Officer of the GM Trust Bank and Corporate Vice President of General Motors Corporation (August 1994-December 2005). |
| Filing Date | Source Excerpt |
|---|---|
| 2006-09-13 | President and CEO of General Motors Asset Management, Chairman and Chief Executive Officer of the GM Trust Bank and Corporate Vice President of General Motors Corporation (August 1994 to December 2005). |
| 2007-09-11 | Chairperson of the Equity Sub-Committee of the Investment Committee; formerly, President and CEO of General Motors Asset Management; Chairman and CEO of the GM Trust Bank and Corporate Vice President of General Motors Corporation. |
| 2008-08-29 | Chairperson of the Equity Sub-Committee of the Investment Committee (since October 2006) and Director or Trustee of various Retail Funds and Institutional Funds (since August 2006); formerly, President and CEO of General Motors Asset Management; Chairman and Chief Executive Officer of the GM Trust Bank and Corporate Vice President of General Motors Corporation (August 1994 to December 2005). |
| 2009-09-14 | Chairperson of the Equity Sub-Committee of the Investment Committee (since October 2006) and Director or Trustee of various Retail Funds and Institutional Funds (since August 2006); formerly, President and CEO of General Motors Asset Management; Chairman and Chief Executive Officer of the GM Trust Bank and Corporate Vice President of General Motors Corporation (August 1994-December 2005). |
| Filing Date | Source Excerpt |
|---|---|
| 2006-05-18 | President and CEO of General Motors Asset Management, Chairman and Chief Executive Officer of the GM Trust Bank and Corporate Vice President of General Motors Corporation (August 1994 to December 2005). |
| 2007-05-11 | Chairperson of the Equity Sub-Committee of the Investment Committee; formerly President and CEO of General Motors Asset Management. |
| 2008-05-13 | Chairperson of the Equity Sub-Committee of the Investment Committee; formerly President and CEO of General Motors Asset Management. |
| 2009-05-07 | Chairperson of the Equity Sub-Committee of the Investment Committee (since October 2006) and Director or Trustee of various Retail Funds and Institutional Funds (since August 2006); formerly, President and CEO of General Motors Asset Management; Chairman and Chief Executive Officer of the GM Trust Bank and Corporate Vice President of General Motors Corporation (August 1994-December 2005). |
| 2010-05-19 | Chairperson of the Equity Sub-Committee of the Investment Committee (since October 2006) and Director or Trustee of various Retail Funds and Institutional Funds (since August 2006); formerly, President and CEO of General Motors Asset Management; Chairman and Chief Executive Officer of the GM Trust Bank and Corporate Vice President of General Motors Corporation (August 1994-December 2005). |
| 2011-05-20 | Chairperson of the Equity Sub-Committee of the Investment Committee; formerly President and CEO of General Motors Asset Management. |
| 2012-06-19 | Chairperson of the Equity Sub-Committee of the Investment Committee; formerly, President and CEO of General Motors Asset Management. |
| 2013-05-10 | Chairperson of the Equity Sub-Committee of the Investment Committee (since October 2006); formerly, President and CEO of General Motors Asset Management |
| 2014-05-05 | Chairperson of the Equity Sub-Committee of the Investment Committee (since October 2006) and Director or Trustee of various Morgan Stanley Funds (since August 2006); formerly, President and CEO of General Motors Asset Management; Chairman and Chief Executive Officer of the GM Trust Bank and Corporate Vice President of General Motors Corporation (August 1994-December 2005). |
| 2015-05-08 | Chairperson of the Equity Sub-Committee of the Investment Committee (since October 2006); formerly, President and CEO of General Motors Asset Management |
| 2016-05-09 | Chairperson of the Equity Sub-Committee of the Investment Committee (since October 2006) and Director or Trustee of various Morgan Stanley Funds (since August 2006); formerly, President and CEO of General Motors Asset Management; Chairman and Chief Executive Officer of the GM Trust Bank and Corporate Vice President of General Motors Corporation (August 1994-December 2005). |
| 2017-05-12 | Chairperson of the Equity Sub-Committee of the Investment Committee (since October 2006) and Director or Trustee of various Morgan Stanley Funds (since August 2006); formerly, President and CEO of General Motors Asset Management; Chairman and Chief Executive Officer of the GM Trust Bank and Corporate Vice President of General Motors Corporation (August 1994-December 2005). |
| 2018-05-09 | Chairperson of the Equity Sub-Committee of the Investment Committee (since October 2006); formerly, President and CEO of General Motors Asset Management |
| 2019-05-09 | Chairperson of the Equity Sub-Committee of the Investment Committee (since October 2006) and Director or Trustee of various Morgan Stanley Funds (since August 2006); formerly, President and CEO of General Motors Asset Management; Chairman and Chief Executive Officer of the GM Trust Bank and Corporate Vice President of General Motors Corporation (August 1994-December 2005). |
| 2020-05-08 | Vice Chair of the Boards of various Morgan Stanley Funds ... formerly, President and Chief Executive Officer of General Motors Asset Management. |
| 2021-05-07 | Mr. Reed has experience on investment company boards and is experienced with financial, accounting, investment and regulatory matters through his prior service as a Director of iShares, Inc. and his service as Chair of the Board and as Trustee or Director of other funds in the Fund Complex. Mr. Reed also gained substantial experience in the financial services industry through his prior positions as a Director of Legg Mason, Inc. and as President and CEO of General Motors Asset Management. |
| 2022-05-06 | Chair of the Boards of various Morgan Stanley Funds; formerly President and Chief Executive Officer of General Motors Asset Management. |
| 2023-05-05 | Chair of the Boards of various Morgan Stanley Funds (since August 2020); formerly, President and Chief Executive Officer of General Motors Asset Management |
| 2024-05-06 | Chair of the Boards of various Morgan Stanley Funds; former President and CEO of General Motors Asset Management; no mention of software or programming skills. |
| Filing Date | Source Excerpt |
|---|---|
| 2006-05-18 | President and CEO of General Motors Asset Management, Chairman and Chief Executive Officer of the GM Trust Bank and Corporate Vice President of General Motors Corporation (August 1994 to December 2005). |
| 2007-05-11 | Chairperson of the Equity Sub-Committee of the Investment Committee; formerly President and CEO of General Motors Asset Management; Chairman and CEO of the GM Trust Bank and Corporate Vice President of General Motors Corporation. |
| 2008-05-13 | Chairperson of the Equity Sub-Committee of the Investment Committee; formerly President and CEO of General Motors Asset Management. |
| 2009-05-07 | Chairperson of the Equity Sub-Committee of the Investment Committee (since October 2006) and Director or Trustee of various Retail Funds and Institutional Funds (since August 2006); formerly, President and CEO of General Motors Asset Management; Chairman and Chief Executive Officer of the GM Trust Bank and Corporate Vice President of General Motors Corporation (August 1994-December 2005). |
| 2010-05-19 | Chairperson of the Equity Sub-Committee of the Investment Committee (since October 2006) and Director or Trustee of various Retail Funds and Institutional Funds (since August 2006); formerly, President and CEO of General Motors Asset Management; Chairman and Chief Executive Officer of the GM Trust Bank and Corporate Vice President of General Motors Corporation (August 1994-December 2005). |
| 2011-05-20 | Chairperson of the Equity Sub-Committee of the Investment Committee; formerly President and CEO of General Motors Asset Management. |
| 2012-06-19 | Chairperson of the Equity Sub-Committee of the Investment Committee; formerly President and CEO of General Motors Asset Management. |
| 2013-05-10 | Chairperson of the Equity Sub-Committee of the Investment Committee (since October 2006) and Director or Trustee of various Morgan Stanley Funds (since August 2006); formerly, President and CEO of General Motors Asset Management; Chairman and Chief Executive Officer of the GM Trust Bank and Corporate Vice President of General Motors Corporation (August 1994-December 2005). |
| 2014-05-05 | Chairperson of the Equity Sub-Committee of the Investment Committee (since October 2006) and Director or Trustee of various Morgan Stanley Funds (since August 2006); formerly, President and CEO of General Motors Asset Management; Chairman and Chief Executive Officer of the GM Trust Bank and Corporate Vice President of General Motors Corporation (August 1994-December 2005). |
| 2015-05-08 | Chairperson of the Equity Sub-Committee of the Investment Committee (since October 2006); formerly, President and CEO of General Motors Asset Management |
| 2016-05-09 | Chairperson of the Equity Sub-Committee of the Investment Committee (since October 2006) and Director or Trustee of various Morgan Stanley Funds (since August 2006); formerly, President and CEO of General Motors Asset Management; Chairman and Chief Executive Officer of the GM Trust Bank and Corporate Vice President of General Motors Corporation (August 1994-December 2005). |
| 2017-05-12 | Chairperson of the Equity Sub-Committee of the Investment Committee (since October 2006) and Director or Trustee of various Morgan Stanley Funds (since August 2006); formerly, President and CEO of General Motors Asset Management; Chairman and Chief Executive Officer of the GM Trust Bank and Corporate Vice President of General Motors Corporation (August 1994-December 2005). |
| 2018-05-09 | Chairperson of the Equity Sub-Committee of the Investment Committee (since October 2006); formerly, President and CEO of General Motors Asset Management |
| 2019-05-09 | Chairperson of the Equity Sub-Committee of the Investment Committee (since October 2006) and Director or Trustee of various Morgan Stanley Funds (since August 2006); formerly, President and CEO of General Motors Asset Management; Chairman and Chief Executive Officer of the GM Trust Bank and Corporate Vice President of General Motors Corporation (August 1994-December 2005). |
| 2020-05-08 | Vice Chair of the Boards of various Morgan Stanley Funds; formerly President and Chief Executive Officer of General Motors Asset Management. |
| 2021-05-07 | Chair of the Boards of various Morgan Stanley Funds (since August 2020); Director or Trustee of various Morgan Stanley Funds (since August 2006); formerly, Vice Chair of the Boards of various Morgan Stanley Funds (January 2020-August 2020); President and Chief Executive Officer of General Motors Asset Management; Chairman and Chief Executive Officer of the GM Trust Bank and Corporate Vice President of General Motors Corporation (August 1994-December 2005). |
| 2022-05-06 | Chair of the Boards of various Morgan Stanley Funds (since August 2020); Director or Trustee of various Morgan Stanley Funds (since August 2006) |
| 2023-05-05 | Chair of the Boards of various Morgan Stanley Funds (since August 2020); formerly, President and Chief Executive Officer of General Motors Asset Management |
| 2024-05-06 | Chair of the Boards of various Morgan Stanley Funds (since August 2020); Director or Trustee of various Morgan Stanley Funds (since August 2006); formerly, Vice Chair of the Boards of various Morgan Stanley Funds (January 2020-August 2020); President and Chief Executive Officer of General Motors Asset Management; Chairman and Chief Executive Officer of the GM Trust Bank and Corporate Vice President of General Motors Corporation (August 1994-December 2005). |
Data sourced from SEC filings. Last updated: 2025-10-12