Filing Analysis
🚪 Officer Departure
Filed Mar 11, 2024
⚪ LOW
The Fund announced a leadership transition within its Board of Trustees, involving the resignation of Ernest J. Scalberg and the appointment of JoEllen Legg to replace him.
📋 Key Facts
- Ernest J. Scalberg resigned as Trustee effective March 11, 2024.
- The Fund stated Mr. Scalberg's resignation was not due to any disagreement regarding operations, policies, or practices.
- JoEllen Legg appointed as Trustee effective March 11, 2024; she will also serve on the Audit, Nominating and Corporate Governance, and Qualified Legal Compliance Committees.
- Jerry G. Rutledge elected as Chairman of the Board.
- Jeremy Held elected as Chairman of the Audit Committee and designated as the 'audit committee financial expert'.
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