Government · Board of Trust Fund Commissioners
Trust Fund Commissioners Approve Investment Rebalancing
Upton trust commissioners voted unanimously to rebalance investments.
Board
Board of Trust Fund Commissioners
Our reporting from Board of Trust Fund Commissioners meetings, newest first.
Government · Board of Trust Fund Commissioners
Trust Fund Commissioners reorganize leadership in May vote
Upton Trust Fund Commissioners elect new leadership and defer website disclosure. Lyn Haggerty was unanimously elected Chair, replacing Robert Fleming, while Stephen Matellian continues as Secretary in a vote that included Matellian's abstention. The board tabled discussion about publishing trust
Government · Board of Trust Fund Commissioners
Trust Fund Commissioners approve quarterly portfolio rebalancing
Upton Trust Fund Commissioners approve quarterly portfolio rebalancing following market review. Board Chair Robert Fleming and commissioners Lyn Haggerty and Stephen Matellian reviewed quarterly performance with Paul McDonough of RBC Wealth Management, noting recent stock market downturns but
Government · Board of Trust Fund Commissioners
Upton Trust Fund Commissioners keep 2025 report format unchanged
Upton Trust Fund Commissioners decide to maintain existing format for 2025 annual report. All three commissioners were present: Chair Robert Fleming, Stephen Matellian, and Lyn Haggerty. The board discussed whether to reformat the Commission Report for the Annual Town Report submission but decided
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