Robert J Whelan Net Worth

The estimated Net Worth of Robert J Whelan is at least $691 Tisíc dollars as of 6 August 2012. Robert Whelan owns over 14,715 units of Eaton Vance Duration Income Fund stock worth over $500,764 and over the last 20 years Robert sold EVV stock worth over $189,857.

Wallmine is a radically better financial terminal.
Sign up in seconds, it's free!

Sign up

Already have an account? Sign in

Robert Whelan EVV stock SEC Form 4 insiders trading

Robert has made over 8 trades of the Eaton Vance Duration Income Fund stock since 2010, according to the Form 4 filled with the SEC. Most recently Robert exercised 14,715 units of EVV stock worth $323,583 on 6 August 2012.

The largest trade Robert's ever made was selling 18,623 units of Eaton Vance Duration Income Fund stock on 15 March 2012 worth over $74,306. On average, Robert trades about 1,183 units every 24 days since 2004. As of 6 August 2012 Robert still owns at least 48,383 units of Eaton Vance Duration Income Fund stock.

You can see the complete history of Robert Whelan stock trades at the bottom of the page.

What's Robert Whelan's mailing address?

Robert's mailing address filed with the SEC is THE EATON VANCE BUILDING, 255 STATE STREET, BOSTON, MA, 02109.

Insiders trading at Eaton Vance Duration Income Fund

Over the last 21 years, insiders at Eaton Vance Duration Income Fund have traded over $49,387,955 worth of Eaton Vance Duration Income Fund stock and bought 204,071 units worth $3,164,515 . The most active insiders traders include Group Ag Ubs, Stanley Morgan a Thomas E Jr Faust. On average, Eaton Vance Duration Income Fund executives and independent directors trade stock every 210 days with the average trade being worth of $563,713. The most recent stock trade was executed by Partners Management Co Sunr... on 21 February 2023, trading 1,012 units of EVV stock currently worth $22,011,000.

What does Eaton Vance Duration Income Fund do?

eaton vance corp. is one of the oldest investment management firms in the united states, with a history dating to 1924. eaton vance and its affiliates offer individuals and institutions a broad array of investment strategies and wealth management solutions. the company’s long record of exemplary service, timely innovation and attractive returns through a variety of market conditions has made eaton vance the investment manager of choice for many of today’s most discerning investors. for important disclosure please visit: www.eatonvance.com/socialmedia

Complete history of Robert Whelan stock trades at Boston Private Inc, NEOS ETF Trust, Eaton Vance California Municipal Income Trust, Eaton Vance Floating-Rate Income Trust, Eaton Vance Municipal Bond Fund, Eaton Vance New York Municipal Bond Fund, Eaton Vance Enhanced Equity Income Fund, Eaton Vance Tax-Managed Buy-Write Income Fund, Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund, Eaton Vance Tax-Managed Diversified Equity Income Fund, Eaton Vance Senior Income Trust, Eaton Vance California Municipal Bond Fund, Eaton Vance Municipal Income Trust, Eaton Vance New York Municipal Income Trust, Eaton Vance Tax-Managed Global Diversified Equity Income Fund, Eaton Vance Enhanced Equity Income Fund II, Eaton Vance Short Duration Diversified Income Fund a Eaton Vance Duration Income Fund

Eaton Vance Duration Income Fund executives and stock owners

Eaton Vance Duration Income Fund executives and other stock owners filed with the SEC include:

• Marcus Smith,
  Independent Trustee
• Keith Quinton,
  Independent Trustee
• Richard Froio,
  Chief Compliance Officer
• Scott Wennerholm,
  Independent Trustee
• Susan Sutherland,
  Independent Trustee
• Helen Peters,
  Independent Trustee
• Valerie Mosley,
  Independent Trustee
• George Gorman,
  Independent Trustee
• Cynthia Frost,
  Independent Trustee
• Mark Fetting,
  Independent Trustee
• Thomas Faust,
  Trustee
• James Kirchner,
  Treasurer
• Maureen Gemma,
  Vice President, Secretary and Chief Legal Officer
• Payson Swaffield,
  President
• William Park,
  Independent Chairman of the Board of Trustee
• Eric A. Stein C.F.A., CFA,
  Portfolio Mang.
• Andrew P. Szczurowski CFA,
  Portfolio Mang.
• Catherine C. McDermott,
  Portfolio Mang.
• Scott H. Page CFA,
  Portfolio Mang.
• Payson F. Swaffield CFA,
  Pres
• Thomas E. Faust Jr., CFA,
  Chief Exec. Officer and Interested Trustee
• Ralph F Verni,
  Director
• Jill Damon,
  Secretary
• Stanley Morgan,
  10% owner
• Ag Ubs,
  10% owner
• Barbara E Campbell,
  Treasurer
• Scott Eston,
  
• Lynn A Stout,
  Director
• Benjamin Esty,
  Director
• Allen Freedman,
  Director
• Ronald A Pearlman,
  Director
• Scott H Page,
  
• Group Ag Ubs,
  10% owner
• Harriett Tee Taggart,
  
• Kimberly M Roessiger,
  Secretary
• Christine M Johnston,
  
• Heidi L Steiger,
  Director
• Mark S Venezia,
  Vice President
• James L Oconnor,
  Treasurer
• William M Steul,
  
• Lisa Jones,
  
• Robert J Whelan,
  
• George W Saltonstall,
  
• Duncan W Richardson,
  
• Alan R Dynner,
  Secretary
• Jeffrey P Beale,
  
• Matthew J Witkos,
  
• Wharton P Whitaker,
  
• James B Hawkes,
  Vice President
• John E Pelletier,
  
• Samuel L Iii Hayes,
  Director
• Norton H Reamer,
  Director
• Andrew N Sveen,
  
• Michael A Kinahan,
  
• Catherine C Mccdermott,
  
• Michael B Botthof,
  
• Nicholas J Campbell,
  
• Jessica M Bibliowicz,
  Director
• Michael W Weilheimer,
  
• Laurie G Hylton,
  Chief Financial Officer
• Partners Management Co Sunr...,