| |
| |
|
| Insider
Information: |
Hawkes James B |
| Relationship: |
Director |
| City: |
Boston |
| State: |
MA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
12 |
|
| Direct
Shares |
4,309,953 |
|
|
Indirect Shares
|
1,999,710 |
|
|
| Direct
Value |
$306,894,739 |
|
|
|
Indirect Value
|
$130,880,387 |
|
|
| Total
Shares |
6,309,663 |
|
|
| Total
Value |
$437,775,126 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
6
|
0
|
|
Stock
price went up :
|
6
|
0
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
6.0
|
0.0
|
| Percentage
Gain/Loss : |
 60.3%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Eaton Vance Corp |
EV |
CEO, Director |
2007-10-19 |
3,885,348 |
2007-10-19 |
1,231,561 |
Premium* |
|
|
Eaton Vance Senior Floating Rate... |
EFR |
Vice President |
2005-12-23 |
0 |
2007-08-14 |
4,000 |
Premium* |
|
|
Eaton Vance Floating-Rate Income... |
EFT |
Vice President, Director |
2005-12-23 |
0 |
2005-12-27 |
4,500 |
Premium* |
|
|
Eaton Vance Tax-Managed Buy-Writ... |
ETB |
Vice President, Director |
2005-12-23 |
0 |
2007-08-14 |
1,100 |
Premium* |
|
|
Eaton Vance Tax Advantaged Globa... |
ETG |
Vice President, Director |
2005-12-23 |
0 |
2005-12-23 |
500 |
Premium* |
|
|
Eaton Vance Tax-Managed Buy-Writ... |
ETV |
Vice President, Director |
2005-12-23 |
0 |
2007-08-14 |
1,200 |
Premium* |
|
|
Eaton Vance Tax-Managed Global B... |
ETW |
Vice President, Director |
2005-12-23 |
0 |
2005-12-23 |
500 |
Premium* |
|
|
Eaton Vance Short Duration Diver... |
EVG |
Vice President, Director |
2005-12-23 |
0 |
2005-12-23 |
600 |
Premium* |
|
|
Eaton Vance Tax Advantaged Divid... |
EVT |
Vice President, Director |
2005-12-23 |
0 |
2005-12-23 |
700 |
Premium* |
|
|
Eaton Vance Limited Duration Inc... |
EVV |
Vice President |
2005-12-23 |
0 |
2007-08-14 |
1,900 |
Premium* |
|
|
Eaton Vance Risk-Managed Diversi... |
ETJ |
Vice President, Director |
2007-10-26 |
0 |
2007-10-26 |
2,000 |
Premium* |
|
|
Victory Capital Holdings Inc |
VCTR |
Director |
2023-07-10 |
424,605 |
2023-07-10 |
751,149 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
73 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 2 of 3
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| EFT |
Eaton Vance Floating-Rate... |
officerTitle |
• • – |
2005-12-23 |
4 |
B |
$16.69 |
$25,067 |
I/I |
1,500 |
1,500 |
2.66 |
- |
|
| EFR |
Eaton Vance Senior Floati... |
officerTitle |
• – – |
2005-12-23 |
4 |
B |
$16.78 |
$8,390 |
I/I |
500 |
500 |
1.99 |
- |
|
| EFR |
Eaton Vance Senior Floati... |
officerTitle |
• – – |
2005-12-27 |
4 |
B |
$16.79 |
$67,188 |
I/I |
4,000 |
4,500 |
1.99 |
- |
|
| EFT |
Eaton Vance Floating-Rate... |
officerTitle |
• • – |
2005-12-27 |
4 |
B |
$16.76 |
$45,277 |
I/I |
2,700 |
4,200 |
2.66 |
- |
|
| EFT |
Eaton Vance Floating-Rate... |
officerTitle |
• • – |
2005-12-27 |
4 |
A |
$16.81 |
$5,043 |
I/I |
300 |
4,500 |
|
- |
|
| EV |
Eaton Vance Corp |
CEO |
• • – |
2006-05-01 |
4 |
A |
$22.38 |
$12,488 |
D/D |
558 |
3,726,461 |
|
- |
|
| EV |
Eaton Vance Corp |
CEO |
• • – |
2006-06-01 |
4 |
OE |
$5.74 |
$746,200 |
D/D |
130,000 |
3,856,461 |
|
- |
|
| EV |
Eaton Vance Corp |
CEO |
• • – |
2006-06-01 |
4 |
D |
$26.74 |
$1,815,512 |
D/D |
(67,895) |
3,788,566 |
|
- |
|
| EV |
Eaton Vance Corp |
CEO |
• • – |
2006-06-02 |
4 |
S |
$26.76 |
$1,661,930 |
D/D |
(62,105) |
3,726,461 |
|
- |
|
| EV |
Eaton Vance Corp |
CEO |
• • – |
2006-09-28 |
4 |
D |
$29.08 |
$2,052,466 |
D/D |
(70,580) |
3,788,461 |
0 |
- |
|
| EV |
Eaton Vance Corp |
CEO |
• • – |
2006-09-28 |
4 |
OE |
$5.74 |
$761,009 |
D/D |
132,580 |
3,859,041 |
0 |
- |
|
| EV |
Eaton Vance Corp |
CEO |
• • – |
2006-10-26 |
4 |
OE |
$15.77 |
$109,980 |
D/D |
6,974 |
3,795,435 |
0 |
- |
|
| EV |
Eaton Vance Corp |
CEO |
• • – |
2006-11-01 |
4 |
A |
$24.65 |
$12,473 |
D/D |
506 |
3,795,941 |
0 |
- |
|
| EV |
Eaton Vance Corp |
CEO |
• • – |
2006-11-21 |
4 |
A |
$27.73 |
$309,273 |
D/D |
11,153 |
3,807,094 |
0 |
- |
|
| EV |
Eaton Vance Corp |
CEO |
• • – |
2006-12-29 |
4 |
GD |
$30.82 |
$22,868 |
D/D |
742 |
3,806,352 |
0 |
- |
|
| EV |
Eaton Vance Corp |
CEO |
• • – |
2006-12-29 |
4 |
GA |
$30.82 |
$22,868 |
I/I |
742 |
125,502 |
0 |
- |
|
| EV |
Eaton Vance Corp |
CEO |
• • – |
2007-05-01 |
4 |
A |
$27.10 |
$12,493 |
D/D |
461 |
3,806,813 |
0 |
- |
|
| ETV |
Eaton Vance Tax-Managed B... |
Vice President |
• • – |
2007-08-14 |
4 |
B |
$17.97 |
$10,782 |
I/I |
600 |
1,200 |
2.58 |
- |
|
| ETB |
Eaton Vance Tax-Managed B... |
Vice President |
• • – |
2007-08-14 |
4 |
B |
$17.75 |
$10,650 |
I/I |
600 |
1,100 |
2.58 |
- |
|
| EVV |
Eaton Vance Limited Durat... |
Vice President |
• – – |
2007-08-14 |
4 |
B |
$15.14 |
$19,696 |
I/I |
1,300 |
1,900 |
1.99 |
- |
|
| EFR |
Eaton Vance Senior Floati... |
Vice President |
• – – |
2007-08-14 |
4 |
B |
$17.35 |
$69,556 |
I/I |
4,000 |
4,000 |
1.99 |
- |
|
| EV |
Eaton Vance Corp |
CEO |
• • – |
2007-10-19 |
4 |
D |
$0.00 |
$0 |
D/D |
(2,577) |
3,811,108 |
0 |
- |
|
| EV |
Eaton Vance Corp |
CEO |
• • – |
2007-10-19 |
4 |
OE |
$16.01 |
$110,021 |
D/D |
6,872 |
3,813,685 |
0 |
- |
|
| ETJ |
Eaton Vance Risk-Managed ... |
Vice President |
• • – |
2007-10-26 |
4 |
B |
$17.02 |
$34,099 |
I/I |
2,000 |
2,000 |
2.66 |
- |
|
| VCTR |
Victory Capital Holdings ... |
Director |
– • – |
2018-02-08 |
4 |
B |
$12.26 |
$3,090,400 |
D/D |
240,000 |
240,000 |
2.39 |
- |
|
73 Records found
|
|
Page 2 of 3 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
|
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|
