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Home > Insider Trading > Filing (0001225208-18-016979)

Filing Details

Accession Number:
0001225208-18-016979
Form Type:
5
Zero Holdings:
No
Publication Time:
2018-12-20 20:58:50
Reporting Period:
2018-10-31
Accepted Time:
2018-12-20 20:58:50
SEC Url:
Form 4 Filing
Issuer
Cik Name Symbol Sector (SIC) IRS No
350797 Eaton Vance Corp EV Investment Advice (6282) 042718215
Insiders
Cik Name Reported Address Insider Title Director Officer Large Shareholder Other
1402398 J Matthew Witkos Two International Place
Eaton Vance
Boston MA 02110		 No No No Yes
Reported Non-Derivative Transactions
Show Other Fields >>
Sec. Name Acquisiton - Disposition Date Amount Price Remaning Holdings Equity Swap Involved Form Type Code Nature of Ownership Explanation
Eaton Vance Corp. Non-Voting Common Stock Acquisiton 2007-11-14 3 $48.23 3 No 4 P Direct
Eaton Vance Corp. Non-Voting Common Stock Acquisiton 2008-02-12 9 $34.82 13 No 4 P Direct
Eaton Vance Corp. Non-Voting Common Stock Acquisiton 2008-05-13 8 $39.97 21 No 4 P Direct
Eaton Vance Corp. Non-Voting Common Stock Acquisiton 2008-08-12 9 $38.26 30 No 4 P Direct
Eaton Vance Corp. Non-Voting Common Stock Acquisiton 2008-11-11 18 $19.32 47 No 4 P Direct
Eaton Vance Corp. Non-Voting Common Stock Acquisiton 2009-02-10 16 $21.26 7,067 No 4 P Direct
Eaton Vance Corp. Non-Voting Common Stock Acquisiton 2009-05-18 13 $27.72 27,392 No 4 P Direct
Eaton Vance Corp. Non-Voting Common Stock Acquisiton 2009-08-17 12 $29.16 26,885 No 4 P Direct
Eaton Vance Corp. Non-Voting Common Stock Acquisiton 2009-11-16 12 $30.37 43,658 No 4 P Direct
Eaton Vance Corp. Non-Voting Common Stock Acquisiton 2010-02-16 12 $29.47 46,777 No 4 P Direct
Eaton Vance Corp. Non-Voting Common Stock Acquisiton 2010-05-11 11 $33.64 47,280 No 4 P Direct
Eaton Vance Corp. Non-Voting Common Stock Acquisiton 2010-08-16 13 $28.83 47,293 No 4 P Direct
Eaton Vance Corp. Non-Voting Common Stock Acquisiton 2010-11-11 14 $30.79 61,073 No 4 P Direct
Eaton Vance Corp. Non-Voting Common Stock Acquisiton 2011-02-14 0 $33.33 62,810 No 4 P Direct
Eaton Vance Corp. Non-Voting Common Stock Acquisiton 2011-05-10 0 $33.33 63,282 No 4 P Direct
Eaton Vance Corp. Non-Voting Common Stock Acquisiton 2011-08-15 0 $23.33 62,624 No 4 P Direct
Eaton Vance Corp. Non-Voting Common Stock Acquisiton 2011-11-16 0 $23.81 90,116 No 4 P Direct
Eaton Vance Corp. Non-Voting Common Stock Acquisiton 2012-02-13 0 $27.78 95,843 No 4 P Direct
Eaton Vance Corp. Non-Voting Common Stock Acquisiton 2012-05-16 0 $25.00 96,396 No 4 P Direct
Eaton Vance Corp. Non-Voting Common Stock Acquisiton 2012-08-13 0 $27.27 95,607 No 4 P Direct
Eaton Vance Corp. Non-Voting Common Stock Acquisiton 2012-11-15 0 $28.57 133,013 No 4 P Direct
Eaton Vance Corp. Non-Voting Common Stock Acquisiton 2012-12-21 0 $32.00 133,013 No 4 P Direct
Eaton Vance Corp. Non-Voting Common Stock Acquisiton 2013-05-16 0 $43.24 133,492 No 4 P Direct
Eaton Vance Corp. Non-Voting Common Stock Acquisiton 2013-08-12 0 $40.00 133,492 No 4 P Direct
Eaton Vance Corp. Non-Voting Common Stock Acquisiton 2013-11-14 287 $42.49 159,239 No 4 P Direct
Eaton Vance Corp. Non-Voting Common Stock Acquisiton 2014-02-13 411 $37.21 158,650 No 4 P Direct
Eaton Vance Corp. Non-Voting Common Stock Acquisiton 2014-05-14 419 $36.76 159,069 No 4 P Direct
Eaton Vance Corp. Non-Voting Common Stock Acquisiton 2014-08-13 426 $36.34 159,495 No 4 P Direct
Eaton Vance Corp. Non-Voting Common Stock Acquisiton 2014-11-13 424 $41.75 178,181 No 4 P Direct
Eaton Vance Corp. Non-Voting Common Stock Acquisiton 2015-02-11 540 $41.80 178,722 No 4 P Direct
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 4 P Direct
No 4 P Direct
No 4 P Direct
No 4 P Direct
No 4 P Direct
No 4 P Direct
No 4 P Direct
No 4 P Direct
No 4 P Direct
No 4 P Direct
No 4 P Direct
No 4 P Direct
No 4 P Direct
No 4 P Direct
No 4 P Direct
No 4 P Direct
No 4 P Direct
No 4 P Direct
No 4 P Direct
No 4 P Direct
No 4 P Direct
No 4 P Direct
No 4 P Direct
No 4 P Direct
No 4 P Direct
No 4 P Direct
No 4 P Direct
No 4 P Direct
No 4 P Direct
No 4 P Direct
Reported Derivative Holdings
Show Other Fields >>
Sec. Name Sec. Type Price Date Expiration Date Amount Remaning Holdings Nature of Ownership
Eaton Vance Corp. Non-Voting Common Stock Option (right to buy) $24.46 2021-11-01 4,088 4,088 Direct
Eaton Vance Corp. Non-Voting Common Stock Option (right to buy) $28.23 2022-11-01 33,411 33,411 Direct
Eaton Vance Corp. Non-Voting Common Stock Option (right to buy) $28.69 2020-11-01 30,673 30,673 Direct
Eaton Vance Corp. Non-Voting Common Stock Option (right to buy) $34.84 2026-11-01 127,340 127,340 Direct
Eaton Vance Corp. Non-Voting Common Stock Option (right to buy) $36.71 2024-11-03 108,580 108,580 Direct
Eaton Vance Corp. Non-Voting Common Stock Option (right to buy) $36.76 2025-11-02 105,220 105,220 Direct
Eaton Vance Corp. Non-Voting Common Stock Option (right to buy) $41.90 2023-11-01 91,760 91,760 Direct
Eaton Vance Corp. Non-Voting Common Stock Option (right to buy) $50.67 2027-11-01 79,660 79,660 Direct
Expiration Date Amount Remaning Holdings Nature of Ownership
2021-11-01 4,088 4,088 Direct
2022-11-01 33,411 33,411 Direct
2020-11-01 30,673 30,673 Direct
2026-11-01 127,340 127,340 Direct
2024-11-03 108,580 108,580 Direct
2025-11-02 105,220 105,220 Direct
2023-11-01 91,760 91,760 Direct
2027-11-01 79,660 79,660 Direct
Footnotes
  1. All transactions reported in this Form 5 using Transaction Code P4 represent previously unreported acquisitions under broker-sponsored dividend reinvestment programs.
  2. As of October 31, 2018 (the most recent fiscal year end), the total number of shares directly owned was 194,531.8408, after giving effect to all of the transactions reported on this Form 5. The amounts otherwise appearing in column 5 are automatically generated by the software used to prepare this report and do not reflect all direct holdings as of the date of the transaction being reported.
  3. Granted on November 1, 2011 these options vest over a 5 year period in increments of 10%, 15%, 20%, 25%, an 30%.
  4. Granted on November 1, 2012 these options vest over a 5 year period in increments of 10%, 15%, 20%, 25% and 30%.
  5. Granted on November 1, 2010, these options vest over a 5 year period in increments of 10%, 15%, 20%, 25% and 30%.
  6. Granted on November 1, 2016 these options vest over a 5 year period in increments of 10%, 15%, 20%, 25%, and 30%.
  7. Granted on November 3, 2014 these options vest over a 5 year period in increments of 10%, 15%, 20%, 25% and 30%.
  8. Granted on November 2, 2015 these options vest over a 5 year period in increments of 10%, 15%, 20%, 25% and 30%.
  9. Granted on November 1, 2013 these options vest over a 5 year period in increments of 10%, 15%, 20%, 25%, and 30%.
  10. Granted on November 1, 2017 these options vest over a 5-year period in increments of 10%, 15%, 20%, 25%, and 30%.
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