2025 |
PIMCO Dynamic Income Fund
|
Chairman of the Board |
- |
- |
2024 |
PIMCO Corporate & Income Opportunity Fund
|
Chairman of the Board |
27.5 K |
13.0 % |
2024 |
PIMCO Dynamic Income Opportunities Fund
|
Chairman of the Board |
21.9 K |
-7.6 % |
2024 |
Virtus AllianzGI Dividend Interest & Premium Strategy Fund
|
Independent Trustee |
11.9 K |
-45.1 % |
2024 |
PIMCO Access Income Fund
|
Chairman of the Board |
10.8 K |
-0.8 % |
2024 |
PIMCO Corporate & Income Strategy Fund
|
Chairman of the Board |
9.5 K |
16.2 % |
2024 |
Virtus Artificial Intelligence & Technology Opportunities Fund
|
Independent Trustee |
6.0 K |
- |
2024 |
Virtus Equity & Convertible Income Fund
|
Independent Trustee |
5.6 K |
- |
2024 |
Pimco California Municipal Income Fund II
|
Chairman of the Board |
5.4 K |
- |
2024 |
Virtus Convertible & Income Fund
|
Independent Trustee |
3.2 K |
- |
2024 |
Virtus Convertible & Income Fund II
|
Independent Trustee |
2.4 K |
- |
2024 |
Virtus Diversified Income & Convertible Fund
|
Independent Trustee |
1.9 K |
-49.3 % |
2024 |
Virtus Convertible & Income 2024 Target Term Fund
|
Independent Trustee |
1.5 K |
- |
2024 |
PCM Fund Inc
|
Chairman of the Board |
1.2 K |
-6.0 % |
2024 |
PIMCO Dynamic Income Strategy Fund
|
Chairman of the Board |
- |
- |
2024 |
Pimco Global StocksPLUS & Income Fund
|
Chairman of the Board |
- |
- |
2024 |
Pimco High Income Fund
|
Chairman of the Board |
- |
- |
2024 |
Pimco Income Strategy Fund
|
Chairman of the Board |
- |
- |
2024 |
PIMCO Strategic Income Fund Inc
|
Chairman of the Board |
- |
- |
2024 |
Pimco Income Strategy Fund II
|
Chairman of the Board |
- |
- |
2024 |
Virtus Total Return Fund Inc.
|
Independent Trustee |
- |
- |
2024 |
Virtus Stone Harbor Emerging Markets Income Fund
|
Independent Trustee |
- |
- |
2024 |
Pimco California Municipal Income Fund
|
Chairman of the Board |
- |
- |
2024 |
Pimco Municipal Income Fund
|
Chairman of the Board |
- |
- |
2024 |
Pimco Municipal Income Fund II
|
Chairman of the Board |
- |
- |
2024 |
Pimco Municipal Income Fund III
|
Chairman of the Board |
- |
- |
2024 |
Pimco New York Municipal Income Fund
|
Chairman of the Board |
- |
- |
2024 |
Pimco New York Municipal Income Fund II
|
Chairman of the Board |
- |
- |
2024 |
Pimco New York Municipal Income Fund III
|
Chairman of the Board |
- |
- |
2024 |
Pimco California Municipal Income Fund III
|
Chairman of the Board |
- |
- |
2024 |
Cadre Holdings Inc
|
Independent Director |
- |
- |
2023 |
PIMCO Corporate & Income Opportunity Fund
|
Chairman of the Board |
24.3 K |
0.9 % |
2023 |
PIMCO Dynamic Income Opportunities Fund
|
Chairman of the Board |
23.7 K |
-15.2 % |
2023 |
Virtus AllianzGI Dividend Interest & Premium Strategy Fund
|
Independent Trustee |
21.7 K |
1.0 % |
2023 |
Pimco Municipal Income Fund II
|
Chairman of the Board |
14.1 K |
-1.9 % |
2023 |
PIMCO Access Income Fund
|
Chairman of the Board |
10.9 K |
88.9 % |
2023 |
PIMCO Corporate & Income Strategy Fund
|
Chairman of the Board |
8.2 K |
-0.1 % |
2023 |
Pimco Municipal Income Fund III
|
Chairman of the Board |
6.8 K |
-3.7 % |
2023 |
Pimco Municipal Income Fund
|
Chairman of the Board |
6.5 K |
-4.0 % |
2023 |
Pimco Income Strategy Fund
|
Chairman of the Board |
5.1 K |
-2.7 % |
2023 |
Pimco California Municipal Income Fund
|
Chairman of the Board |
5.1 K |
-3.7 % |
2023 |
Pimco California Municipal Income Fund III
|
Chairman of the Board |
3.9 K |
-14.1 % |
2023 |
Virtus Diversified Income & Convertible Fund
|
Independent Trustee |
3.8 K |
-27.0 % |
2023 |
Pimco New York Municipal Income Fund II
|
Chairman of the Board |
2.5 K |
-5.4 % |
2023 |
Pimco New York Municipal Income Fund
|
Chairman of the Board |
1.6 K |
-4.1 % |
2023 |
Virtus Stone Harbor Emerging Markets Income Fund
|
Independent Trustee |
1.4 K |
- |
2023 |
PCM Fund Inc
|
Chairman of the Board |
1.3 K |
-9.5 % |
2023 |
Pimco New York Municipal Income Fund III
|
Chairman of the Board |
1.0 K |
- |
2023 |
Virtus Artificial Intelligence & Technology Opportunities Fund
|
Independent Trustee |
- |
- |
2023 |
Virtus Convertible & Income 2024 Target Term Fund
|
Independent Trustee |
- |
- |
2023 |
Virtus Convertible & Income Fund
|
Independent Trustee |
- |
- |
2023 |
Virtus Convertible & Income Fund II
|
Independent Trustee |
- |
- |
2023 |
Virtus Equity & Convertible Income Fund
|
Independent Trustee |
- |
- |
2023 |
PIMCO Dynamic Income Fund
|
Chairman of the Board |
- |
- |
2023 |
Pimco Income Strategy Fund II
|
Chairman of the Board |
- |
- |
2023 |
Pimco Global StocksPLUS & Income Fund
|
Chairman of the Board |
- |
- |
2023 |
Pimco High Income Fund
|
Chairman of the Board |
- |
- |
2023 |
PIMCO Strategic Income Fund Inc
|
Chairman of the Board |
- |
- |
2023 |
Virtus Global Multi-Sector Income Fund
|
Independent Trustee |
- |
- |
2023 |
Virtus Total Return Fund Inc.
|
Independent Director |
- |
- |
2023 |
Pimco California Municipal Income Fund II
|
Chairman of the Board |
- |
- |
2022 |
Cadre Holdings Inc
|
Independent Director |
127.9 K |
- |
2022 |
PIMCO Dynamic Income Opportunities Fund
|
Chairman of the Board |
28.0 K |
- |
2022 |
PIMCO Corporate & Income Opportunity Fund
|
Chairman of the Board |
24.1 K |
-7.1 % |
2022 |
Virtus AllianzGI Dividend Interest & Premium Strategy Fund
|
Independent Trustee |
21.5 K |
60.4 % |
2022 |
Pimco Municipal Income Fund II
|
Chairman of the Board |
14.4 K |
-7.1 % |
2022 |
Virtus Artificial Intelligence & Technology Opportunities Fund
|
Independent Trustee |
14.0 K |
64.5 % |
2022 |
Virtus Equity & Convertible Income Fund
|
Independent Trustee |
12.7 K |
65.4 % |
2022 |
PIMCO Corporate & Income Strategy Fund
|
Chairman of the Board |
8.2 K |
-10.0 % |
2022 |
Virtus Convertible & Income Fund
|
Independent Trustee |
8.0 K |
60.5 % |
2022 |
Pimco Municipal Income Fund III
|
Chairman of the Board |
7.1 K |
-7.2 % |
2022 |
Pimco Municipal Income Fund
|
Chairman of the Board |
6.7 K |
-6.5 % |
2022 |
Virtus Convertible & Income Fund II
|
Independent Trustee |
6.0 K |
60.5 % |
2022 |
PIMCO Access Income Fund
|
Chairman of the Board |
5.8 K |
- |
2022 |
Pimco Income Strategy Fund
|
Chairman of the Board |
5.3 K |
-10.8 % |
2022 |
Pimco California Municipal Income Fund II
|
Chairman of the Board |
5.2 K |
-14.3 % |
2022 |
Pimco California Municipal Income Fund
|
Chairman of the Board |
5.2 K |
-6.6 % |
2022 |
Virtus Diversified Income & Convertible Fund
|
Independent Trustee |
5.2 K |
76.6 % |
2022 |
Pimco California Municipal Income Fund III
|
Chairman of the Board |
4.5 K |
-5.5 % |
2022 |
PIMCO Strategic Income Fund Inc
|
Chairman of the Board |
3.6 K |
-19.9 % |
2022 |
Pimco New York Municipal Income Fund II
|
Chairman of the Board |
2.6 K |
-6.6 % |
2022 |
Pimco New York Municipal Income Fund
|
Chairman of the Board |
1.7 K |
-7.1 % |
2022 |
PCM Fund Inc
|
Chairman of the Board |
1.4 K |
-15.4 % |
2022 |
Virtus Stone Harbor Emerging Markets Income Fund
|
Independent Trustee |
- |
- |
2022 |
Virtus Stone Harbor Emerging Markets Total Income Fund
|
Independent Trustee |
- |
- |
2022 |
PIMCO Energy and Tactical Credit Opportunities Fund
|
Chairman of the Board |
- |
- |
2022 |
Pimco New York Municipal Income Fund III
|
Chairman of the Board |
- |
- |
2022 |
Virtus Global Multi-Sector Income Fund
|
Independent Trustee |
- |
- |
2022 |
Virtus Convertible & Income 2024 Target Term Fund
|
Independent Trustee |
- |
- |
2022 |
PIMCO Dynamic Income Fund
|
Chairman of the Board |
- |
- |
2022 |
Pimco Income Strategy Fund II
|
Chairman of the Board |
- |
- |
2022 |
Pimco Global StocksPLUS & Income Fund
|
Chairman of the Board |
- |
- |
2022 |
Pimco High Income Fund
|
Chairman of the Board |
- |
- |
2022 |
PIMCO Dynamic Income Strategy Fund
|
Chairman of the Board |
- |
- |
2021 |
PIMCO Corporate & Income Opportunity Fund
|
Chairman of the Board |
25.9 K |
-0.8 % |
2021 |
PIMCO Dynamic Income Fund
|
Chairman of the Board |
25.0 K |
-5.3 % |
2021 |
Pimco Municipal Income Fund II
|
Chairman of the Board |
15.5 K |
-23.7 % |
2021 |
Virtus AllianzGI Dividend Interest & Premium Strategy Fund
|
Independent Trustee |
13.4 K |
47.5 % |
2021 |
Pimco High Income Fund
|
Chairman of the Board |
12.5 K |
-15.3 % |
2021 |
Pimco Income Strategy Fund II
|
Chairman of the Board |
11.9 K |
-5.1 % |
2021 |
PIMCO Corporate & Income Strategy Fund
|
Chairman of the Board |
9.1 K |
-12.1 % |
2021 |
Virtus Artificial Intelligence & Technology Opportunities Fund
|
Independent Trustee |
8.5 K |
799.6 % |
2021 |
Virtus Equity & Convertible Income Fund
|
Independent Trustee |
7.7 K |
70.5 % |
2021 |
Pimco Municipal Income Fund III
|
Chairman of the Board |
7.6 K |
-23.5 % |
2021 |
Virtus Global Multi-Sector Income Fund
|
Independent Trustee |
7.5 K |
- |
2021 |
Pimco Municipal Income Fund
|
Chairman of the Board |
7.2 K |
- |
2021 |
PIMCO Energy and Tactical Credit Opportunities Fund
|
- |
7.2 K |
- |
2021 |
PIMCO Dynamic Income Strategy Fund
|
Chairman of the Board |
7.2 K |
-41.1 % |
2021 |
Pimco California Municipal Income Fund II
|
Chairman of the Board |
6.1 K |
-23.8 % |
2021 |
Pimco Income Strategy Fund
|
Chairman of the Board |
5.9 K |
-2.9 % |
2021 |
Pimco California Municipal Income Fund
|
Chairman of the Board |
5.6 K |
-24.4 % |
2021 |
Virtus Convertible & Income Fund
|
Independent Trustee |
5.0 K |
42.6 % |
2021 |
Pimco California Municipal Income Fund III
|
Chairman of the Board |
4.8 K |
-24.2 % |
2021 |
PIMCO Strategic Income Fund Inc
|
Chairman of the Board |
4.5 K |
-12.3 % |
2021 |
Virtus Convertible & Income Fund II
|
Independent Trustee |
3.7 K |
42.4 % |
2021 |
Virtus Diversified Income & Convertible Fund
|
Independent Trustee |
2.9 K |
79.2 % |
2021 |
Pimco New York Municipal Income Fund II
|
Chairman of the Board |
2.8 K |
-23.9 % |
2021 |
Virtus Convertible & Income 2024 Target Term Fund
|
Independent Trustee |
1.8 K |
49.8 % |
2021 |
Pimco New York Municipal Income Fund
|
Chairman of the Board |
1.8 K |
-23.9 % |
2021 |
PCM Fund Inc
|
Chairman of the Board |
1.7 K |
-13.9 % |
2021 |
Pimco Global StocksPLUS & Income Fund
|
Chairman of the Board |
1.6 K |
-9.8 % |
2021 |
Cadre Holdings Inc
|
Independent Director |
- |
- |
2021 |
Virtus Stone Harbor Emerging Markets Income Fund
|
Independent Trustee |
- |
- |
2021 |
Pimco New York Municipal Income Fund III
|
Chairman of the Board |
- |
- |
2020 |
PIMCO Dynamic Income Fund
|
Chairman of the Board |
26.4 K |
3.4 % |
2020 |
PIMCO Corporate & Income Opportunity Fund
|
Chairman of the Board |
26.1 K |
10.9 % |
2020 |
Pimco Municipal Income Fund II
|
Chairman of the Board |
20.3 K |
2.3 % |
2020 |
Pimco High Income Fund
|
Chairman of the Board |
14.7 K |
0.2 % |
2020 |
Pimco Income Strategy Fund II
|
Chairman of the Board |
12.5 K |
13.9 % |
2020 |
PIMCO Dynamic Income Strategy Fund
|
Chairman of the Board |
12.2 K |
216.4 % |
2020 |
PIMCO Corporate & Income Strategy Fund
|
Chairman of the Board |
10.3 K |
2.2 % |
2020 |
Pimco Municipal Income Fund III
|
Chairman of the Board |
10.0 K |
2.6 % |
2020 |
Virtus AllianzGI Dividend Interest & Premium Strategy Fund
|
Independent Trustee |
9.1 K |
-7.6 % |
2020 |
Pimco California Municipal Income Fund II
|
Chairman of the Board |
8.0 K |
2.8 % |
2020 |
Pimco California Municipal Income Fund
|
Chairman of the Board |
7.4 K |
2.7 % |
2020 |
Pimco California Municipal Income Fund III
|
Chairman of the Board |
6.3 K |
3.3 % |
2020 |
Pimco Income Strategy Fund
|
Chairman of the Board |
6.1 K |
14.2 % |
2020 |
PIMCO Strategic Income Fund Inc
|
Chairman of the Board |
5.1 K |
42.7 % |
2020 |
Virtus Equity & Convertible Income Fund
|
Independent Trustee |
4.5 K |
14.1 % |
2020 |
Pimco New York Municipal Income Fund II
|
Chairman of the Board |
3.7 K |
2.5 % |
2020 |
Virtus Convertible & Income Fund
|
Independent Trustee |
3.5 K |
-12.3 % |
2020 |
Virtus Convertible & Income Fund II
|
Independent Trustee |
2.6 K |
-12.3 % |
2020 |
Pimco New York Municipal Income Fund
|
Chairman of the Board |
2.4 K |
2.0 % |
2020 |
PCM Fund Inc
|
Chairman of the Board |
2.0 K |
4.8 % |
2020 |
Pimco Global StocksPLUS & Income Fund
|
Chairman of the Board |
1.7 K |
0.9 % |
2020 |
Virtus Diversified Income & Convertible Fund
|
Independent Trustee |
1.6 K |
-3.2 % |
2020 |
Pimco New York Municipal Income Fund III
|
Chairman of the Board |
1.5 K |
1.7 % |
2020 |
Virtus Convertible & Income 2024 Target Term Fund
|
Independent Trustee |
1.2 K |
-4.3 % |
2020 |
Virtus Artificial Intelligence & Technology Opportunities Fund
|
Independent Trustee |
946.0 |
- |
2020 |
Pimco Municipal Income Fund
|
Chairman of the Board |
- |
- |
2019 |
PIMCO Dynamic Income Fund
|
Chairman of the Board |
25.5 K |
- |
2019 |
PIMCO Corporate & Income Opportunity Fund
|
Chairman of the Board |
23.6 K |
- |
2019 |
Pimco Municipal Income Fund II
|
Chairman of the Board |
19.8 K |
26.1 % |
2019 |
Pimco High Income Fund
|
Chairman of the Board |
14.7 K |
- |
2019 |
Pimco Income Strategy Fund II
|
Chairman of the Board |
11.0 K |
6.5 % |
2019 |
PIMCO Corporate & Income Strategy Fund
|
Chairman of the Board |
10.1 K |
5.6 % |
2019 |
Virtus AllianzGI Dividend Interest & Premium Strategy Fund
|
Independent Trustee |
9.8 K |
1.7 % |
2019 |
Pimco Municipal Income Fund III
|
Chairperson of the Board |
9.7 K |
25.3 % |
2019 |
Pimco Municipal Income Fund
|
Chairman of the Board |
9.2 K |
26.0 % |
2019 |
Pimco California Municipal Income Fund II
|
Chairman of the Board |
7.8 K |
26.6 % |
2019 |
Pimco California Municipal Income Fund
|
Chairman of the Board |
7.2 K |
24.6 % |
2019 |
Pimco California Municipal Income Fund III
|
Chairman of the Board |
6.1 K |
25.3 % |
2019 |
Pimco Income Strategy Fund
|
Chairman of the Board |
5.3 K |
6.1 % |
2019 |
Virtus Convertible & Income Fund
|
Independent Trustee |
4.0 K |
-15.5 % |
2019 |
Virtus Equity & Convertible Income Fund
|
Independent Trustee |
3.9 K |
-8.6 % |
2019 |
PIMCO Dynamic Income Strategy Fund
|
Chairman of the Board |
3.9 K |
- |
2019 |
Pimco New York Municipal Income Fund II
|
Chairman of the Board |
3.6 K |
26.0 % |
2019 |
PIMCO Strategic Income Fund Inc
|
Chairman of the Board |
3.6 K |
-25.6 % |
2019 |
Virtus Convertible & Income Fund II
|
Independent Trustee |
3.0 K |
-15.5 % |
2019 |
Pimco New York Municipal Income Fund
|
Chairman of the Board |
2.3 K |
21.2 % |
2019 |
PCM Fund Inc
|
Chairman of the Board |
1.9 K |
- |
2019 |
Pimco Global StocksPLUS & Income Fund
|
Chairman of the Board |
1.7 K |
- |
2019 |
Virtus Diversified Income & Convertible Fund
|
Independent Trustee |
1.7 K |
4.0 % |
2019 |
Pimco New York Municipal Income Fund III
|
Chairman of the Board |
1.4 K |
21.7 % |
2019 |
Virtus Convertible & Income 2024 Target Term Fund
|
Independent Trustee |
1.3 K |
- |
2018 |
Pimco Municipal Income Fund II
|
Chairperson of the Board |
15.7 K |
- |
2018 |
Pimco Income Strategy Fund II
|
Chairman of the Board |
10.3 K |
- |
2018 |
Virtus AllianzGI Dividend Interest & Premium Strategy Fund
|
Independent Trustee |
9.7 K |
- |
2018 |
PIMCO Corporate & Income Strategy Fund
|
Chairman of the Board |
9.5 K |
- |
2018 |
Pimco Municipal Income Fund III
|
Chairperson of the Board |
7.8 K |
- |
2018 |
Pimco Municipal Income Fund
|
Chairperson of the Board |
7.3 K |
- |
2018 |
Pimco California Municipal Income Fund II
|
Chairman of the Board |
6.2 K |
- |
2018 |
Pimco California Municipal Income Fund
|
Chairman of the Board |
5.8 K |
- |
2018 |
Pimco Income Strategy Fund
|
Independent Trustee |
5.0 K |
- |
2018 |
Pimco California Municipal Income Fund III
|
Chairman of the Board |
4.9 K |
- |
2018 |
PIMCO Strategic Income Fund Inc
|
Chairman of the Board |
4.8 K |
- |
2018 |
Virtus Convertible & Income Fund
|
Independent Trustee |
4.7 K |
- |
2018 |
Virtus Equity & Convertible Income Fund
|
Independent Trustee |
4.3 K |
- |
2018 |
Virtus Convertible & Income Fund II
|
Independent Trustee |
3.6 K |
- |
2018 |
Pimco New York Municipal Income Fund II
|
Chairman of the Board |
2.9 K |
- |
2018 |
Pimco New York Municipal Income Fund
|
Chairman of the Board |
1.9 K |
- |
2018 |
Virtus Artificial Intelligence & Technology Opportunities Fund
|
Independent Trustee |
1.7 K |
- |
2018 |
Virtus Diversified Income & Convertible Fund
|
Independent Trustee |
1.6 K |
- |
2018 |
Pimco New York Municipal Income Fund III
|
Chairman of the Board |
1.2 K |
- |
2018 |
Virtus Convertible & Income 2024 Target Term Fund
|
Independent Trustee |
- |
- |
2018 |
PCM Fund Inc
|
Independent Trustee |
- |
- |
2018 |
PIMCO Dynamic Income Fund
|
Independent Trustee |
- |
- |
2018 |
Pimco Global StocksPLUS & Income Fund
|
Independent Trustee |
- |
- |
2018 |
Pimco High Income Fund
|
Independent Trustee |
- |
- |
2018 |
PIMCO Corporate & Income Opportunity Fund
|
Independent Trustee |
- |
- |