| |
| |
|
| Insider
Information: |
Whelan Robert J |
| Relationship: |
Former CFO |
| City: |
Boston |
| State: |
MA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
48,193 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$2,674,365 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
48,193 |
|
|
| Total
Value |
$2,674,365 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
0
|
|
Stock
price went up :
|
0
|
0
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
0.0%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Boston Private Financial Holding... |
BPFH |
Chief Financial Officer |
2007-02-15 |
14,525 |
2004-12-20 |
0 |
Premium* |
|
|
Eaton Vance Corp |
EV |
Former CFO |
2012-08-06 |
33,668 |
2012-03-15 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
40 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 2 of 2
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| EV |
Eaton Vance Corp |
Former CFO |
• • – |
2012-08-06 |
4 |
S |
$26.74 |
$393,548 |
D/D |
(14,715) |
33,668 |
0 |
- |
|
| BPFH |
Boston Private Financial ... |
Chief Financial Officer |
• – – |
2004-12-20 |
4 |
A |
$27.42 |
$274,200 |
D/D |
10,000 |
10,000 |
|
- |
|
| EV |
Eaton Vance Corp |
Chief Financial Officer |
• – – |
2009-11-04 |
4 |
D |
$28.61 |
$17,883 |
D/D |
(625) |
38,832 |
0 |
- |
|
| EV |
Eaton Vance Corp |
Chief Financial Officer |
• – – |
2011-07-12 |
4 |
S |
$29.15 |
$11,486 |
D/D |
(394) |
52,573 |
0 |
- |
|
| EV |
Eaton Vance Corp |
Chief Financial Officer |
• – – |
2010-11-02 |
4 |
S |
$29.65 |
$8,748 |
D/D |
(295) |
52,951 |
0 |
- |
|
| BPFH |
Boston Private Financial ... |
Chief Financial Officer |
• – – |
2006-02-17 |
4 |
A |
$29.74 |
$59,480 |
D/D |
2,000 |
12,000 |
|
- |
|
| EV |
Eaton Vance Corp |
Chief Financial Officer |
• – – |
2010-11-03 |
4 |
S |
$29.81 |
$9,898 |
D/D |
(332) |
52,619 |
0 |
- |
|
| BPFH |
Boston Private Financial ... |
Chief Financial Officer |
• – – |
2007-02-15 |
4 |
A |
$29.84 |
$74,600 |
D/D |
2,500 |
14,525 |
0 |
- |
|
| EV |
Eaton Vance Corp |
Chief Financial Officer |
• – – |
2009-11-18 |
4 |
A |
$29.94 |
$112,500 |
D/D |
3,757 |
42,589 |
0 |
- |
|
| EV |
Eaton Vance Corp |
Chief Financial Officer |
• – – |
2010-11-04 |
4 |
S |
$30.53 |
$18,499 |
D/D |
(606) |
52,013 |
0 |
- |
|
| BPFH |
Boston Private Financial ... |
Chief Financial Officer |
• – – |
2005-12-01 |
5 |
A |
$30.75 |
$769 |
D/D |
25 |
10,025 |
0 |
- |
|
| EV |
Eaton Vance Corp |
Chief Financial Officer |
• – – |
2007-11-01 |
4 |
A |
$34.13 |
$12,457 |
D/D |
365 |
9,991 |
0 |
- |
|
| EV |
Eaton Vance Corp |
Chief Financial Officer |
• – – |
2008-07-14 |
4 |
D |
$35.37 |
$7,180 |
D/D |
(203) |
14,031 |
0 |
- |
|
| EV |
Eaton Vance Corp |
Chief Financial Officer |
• – – |
2008-05-01 |
4 |
A |
$36.60 |
$13,871 |
D/D |
379 |
14,234 |
0 |
- |
|
| EV |
Eaton Vance Corp |
Chief Financial Officer |
• – – |
2007-11-19 |
4 |
A |
$41.66 |
$160,974 |
D/D |
3,864 |
13,855 |
0 |
- |
|
40 Records found
|
|
Page 2 of 2 |
| |
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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|
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|
