Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (7)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Eaton Vance Floating-Rate 2022 Target Term Trust
Report date November 01, 2019 · Filed November 08, 2019
Section 16 reporting ended · disclosed 2019-11-08. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 40,000 |
Reported balance
Holding disclosure · report date 2019-11-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 40,000 |
Eaton Vance Floating-Rate Income Plus Fund
Report date November 01, 2019 · Filed November 08, 2019
Section 16 reporting ended · disclosed 2019-11-08. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 8,000 |
Reported balance
Holding disclosure · report date 2019-11-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 8,000 |
Eaton Vance Floating-Rate Income Trust
Report date November 01, 2019 · Filed November 08, 2019
Section 16 reporting ended · disclosed 2019-11-08. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 8,000 |
Reported balance
Holding disclosure · report date 2019-11-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 8,000 |
| Common SharesSEC Table I · non-derivative | IndirectBy Spouse | 2,000 |
Reported balance
Holding disclosure · report date 2019-11-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,000 |
Eaton Vance Ltd Duration Income Fund
Report date November 01, 2019 · Filed November 08, 2019
Section 16 reporting ended · disclosed 2019-11-08. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 68,257 |
Reported balance
Holding disclosure · report date 2019-11-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 68,257 |
| Common SharesSEC Table I · non-derivative | IndirectBy Spouse | 3,500 |
Reported balance
Holding disclosure · report date 2019-11-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,500 |
Eaton Vance Senior Floating-Rate Trust
Report date November 01, 2019 · Filed November 08, 2019
Section 16 reporting ended · disclosed 2019-11-08. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 8,000 |
Reported balance
Holding disclosure · report date 2019-11-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 8,000 |
| Common SharesSEC Table I · non-derivative | IndirectBy Spouse | 2,000 |
Reported balance
Holding disclosure · report date 2019-11-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,000 |
Eaton Vance Senior Income Trust
Report date November 01, 2019 · Filed November 08, 2019
Section 16 reporting ended · disclosed 2019-11-08. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 32,911 |
Reported balance
Holding disclosure · report date 2019-11-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 32,911 |
Eaton Vance Short Duration Diversified Income Fund
Report date November 01, 2019 · Filed November 08, 2019
Section 16 reporting ended · disclosed 2019-11-08. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 10,000 |
Reported balance
Holding disclosure · report date 2019-11-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 10,000 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 30, 2019 Filed Jul 31, 2019 16:40 UTC | Eaton Vance Senior Income Trust EVF · Entity 6825 | OtherCommon Shares | 1,987.9595 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-010719 · doc5.xml · nonDerivative · entry 1 PAGE SCOTT H · CIK 0001225375 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,911 F1 · price: Fiscal Year End Adjustment, DRIPS Read SEC document |
| June 30, 2018 Filed Aug 8, 2018 18:19 UTC | Eaton Vance Senior Income Trust EVF · Entity 6825 | OtherCommon Shares | 5,219.9657 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-012418 · doc5.xml · nonDerivative · entry 1 PAGE SCOTT H · CIK 0001225375 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,923.0405 F1 · price: fiscal year end adjustment, DRIPs Read SEC document |
| April 06, 2018 Filed Apr 9, 2018 09:33 UTC | Eaton Vance Floating-Rate 2022 Target Term Trust EFL · Entity 125691 | PurchaseCommon Shares | 20,000 | $9.40 | $187,998.00 |
DisclosureSEC source: 0001225208-18-007501 · doc4.xml · nonDerivative · entry 1 PAGE SCOTT H · CIK 0001225375 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Read SEC document |
| February 06, 2018 Filed Feb 9, 2018 17:04 UTC | Eaton Vance Short Duration Diversified Income Fund EVG · Entity 8908 | PurchaseCommon Shares | 10,000 | $13.79 | $137,850.00 |
DisclosureSEC source: 0001225208-18-002370 · doc4.xml · nonDerivative · entry 1 PAGE SCOTT H · CIK 0001225375 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Read SEC document |
| February 06, 2018 Filed Feb 9, 2018 17:03 UTC | Eaton Vance Ltd Duration Income Fund EVV · Entity 8889 | PurchaseCommon Shares | 20,000 | $13.43 | $268,600.00 |
DisclosureSEC source: 0001225208-18-002369 · doc4.xml · nonDerivative · entry 1 PAGE SCOTT H · CIK 0001225375 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Read SEC document |
| February 06, 2018 Filed Feb 9, 2018 12:05 UTC | Eaton Vance Floating-Rate 2022 Target Term Trust EFL · Entity 125691 | PurchaseCommon Shares | 20,000 | $9.37 | $187,400.00 |
DisclosureSEC source: 0001225208-18-002372 · doc4.xml · nonDerivative · entry 1 PAGE SCOTT H · CIK 0001225375 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Read SEC document |
| February 06, 2018 Filed Feb 9, 2018 11:10 UTC | Eaton Vance Floating-Rate Income Plus Fund EFF · Entity 16272 | PurchaseCommon Shares | 5,000 | $16.30 | $81,494.50 |
DisclosureSEC source: 0001225208-18-002365 · doc4.xml · nonDerivative · entry 1 PAGE SCOTT H · CIK 0001225375 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.