Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FACTSET RESEARCH SYSTEMS INCFDS · Entity 3493 | Director | January 15, 2026 | January 20, 2026 |
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.
FACTSET RESEARCH SYSTEMS INC
Report date January 15, 2026 · Filed January 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 848 |
Reported balance
After 2026-01-15 transaction · row 1
1 source rowRow 1 · 2026-01-15 · Grant · Acquired 439 · Balance 848 F1: Restricted stock units granted to non-employee Directors cliff vest 100% on the first anniversary of the date of grant. |
| Non-Employee Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $289.68 · Expires 2033-01-15 | Direct | 1,074 |
Reported balance
After 2026-01-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-01-15 · Grant · Acquired 1,074 · Balance 1,074 F2: Options granted to non-employee Directors cliff vest 100% on the first anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units granted to non-employee Directors cliff vest 100% on the first anniversary of the date of grant.
F2: Options granted to non-employee Directors cliff vest 100% on the first anniversary of the date of grant.
Past disclosures · reporting ended (29)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
EATON VANCE NEW YORK MUNICIPAL INCOME TRUST
Report date March 19, 2021 · Filed March 22, 2021
Section 16 reporting ended · disclosed 2021-03-22. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Eaton Vance 2021 Target Term Trust
Report date March 19, 2021 · Filed March 22, 2021
Section 16 reporting ended · disclosed 2021-03-22. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Eaton Vance California Municipal Bond Fund
Report date March 19, 2021 · Filed March 22, 2021
Section 16 reporting ended · disclosed 2021-03-22. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Eaton Vance California Municipal Income Trust
Report date March 19, 2021 · Filed March 22, 2021
Section 16 reporting ended · disclosed 2021-03-22. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Eaton Vance Enhanced Equity Income Fund
Report date March 19, 2021 · Filed March 22, 2021
Section 16 reporting ended · disclosed 2021-03-22. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Eaton Vance Enhanced Equity Income Fund II
Report date March 19, 2021 · Filed March 22, 2021
Section 16 reporting ended · disclosed 2021-03-22. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Eaton Vance Floating-Rate 2022 Target Term Trust
Report date March 19, 2021 · Filed March 22, 2021
Section 16 reporting ended · disclosed 2021-03-22. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Eaton Vance Floating-Rate Income Plus Fund
Report date March 19, 2021 · Filed March 22, 2021
Section 16 reporting ended · disclosed 2021-03-22. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Eaton Vance Floating-Rate Income Trust
Report date March 19, 2021 · Filed March 22, 2021
Section 16 reporting ended · disclosed 2021-03-22. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Eaton Vance Ltd Duration Income Fund
Report date March 19, 2021 · Filed March 22, 2021
Section 16 reporting ended · disclosed 2021-03-22. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Eaton Vance Municipal Bond Fund
Report date March 19, 2021 · Filed March 22, 2021
Section 16 reporting ended · disclosed 2021-03-22. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Eaton Vance Municipal Income 2028 Term Trust
Report date March 19, 2021 · Filed March 22, 2021
Section 16 reporting ended · disclosed 2021-03-22. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Eaton Vance Municipal Income Trust
Report date March 19, 2021 · Filed March 22, 2021
Section 16 reporting ended · disclosed 2021-03-22. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Eaton Vance National Municipal Opportunities Trust
Report date March 19, 2021 · Filed March 22, 2021
Section 16 reporting ended · disclosed 2021-03-22. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Eaton Vance New York Municipal Bond Fund
Report date March 19, 2021 · Filed March 22, 2021
Section 16 reporting ended · disclosed 2021-03-22. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Eaton Vance Risk-Managed Diversified Equity Income Fund
Report date March 19, 2021 · Filed March 22, 2021
Section 16 reporting ended · disclosed 2021-03-22. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Eaton Vance Senior Floating-Rate Trust
Report date March 19, 2021 · Filed March 22, 2021
Section 16 reporting ended · disclosed 2021-03-22. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Eaton Vance Senior Income Trust
Report date March 19, 2021 · Filed March 22, 2021
Section 16 reporting ended · disclosed 2021-03-22. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Eaton Vance Short Duration Diversified Income Fund
Report date March 19, 2021 · Filed March 22, 2021
Section 16 reporting ended · disclosed 2021-03-22. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Eaton Vance Tax-Advantaged Dividend Income Fund
Report date March 19, 2021 · Filed March 22, 2021
Section 16 reporting ended · disclosed 2021-03-22. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Eaton Vance Tax-Advantaged Global Dividend Income Fund
Report date March 19, 2021 · Filed March 22, 2021
Section 16 reporting ended · disclosed 2021-03-22. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
Report date March 19, 2021 · Filed March 22, 2021
Section 16 reporting ended · disclosed 2021-03-22. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Eaton Vance Tax-Managed Buy-Write Income Fund
Report date March 19, 2021 · Filed March 22, 2021
Section 16 reporting ended · disclosed 2021-03-22. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
Report date March 19, 2021 · Filed March 22, 2021
Section 16 reporting ended · disclosed 2021-03-22. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Eaton Vance Tax-Managed Buy-Write Strategy Fund
Report date March 19, 2021 · Filed March 22, 2021
Section 16 reporting ended · disclosed 2021-03-22. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Eaton Vance Tax-Managed Diversified Equity Income Fund
Report date March 19, 2021 · Filed March 22, 2021
Section 16 reporting ended · disclosed 2021-03-22. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
Report date March 19, 2021 · Filed March 22, 2021
Section 16 reporting ended · disclosed 2021-03-22. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
Report date March 19, 2021 · Filed March 22, 2021
Section 16 reporting ended · disclosed 2021-03-22. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Mirror Merger Sub 2, LLC
Report date March 01, 2021 · Filed March 03, 2021
Section 16 reporting ended · disclosed 2021-03-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Eaton Vance Corp. Non-voting Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-03-01 transaction · row 1
1 source rowRow 1 · 2021-03-01 · Disposition to issuer · Disposed 208,401 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of October 7, 2020 (the Merger Agreement), by and among Issuer, Morgan Stanley, Mirror Merger Sub 1, Inc. and Mirror Merger Sub 2, LLC, in exchange for $4,678,634.65 and 137,315 shares of Morgan Stanley Common Stock having a market value of $79.16 per share on the Effective Date of the Merger. |
| Voting Trust ReceiptSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-03-01 transaction · row 2
1 source rowRow 2 · 2021-03-01 · Disposition to issuer · Disposed 18,623 · Balance 0 F2: Disposed of pursuant to the Merger Agreement in exchange for $418,139.75 and 12,270 shares of Morgan Stanley Common Stock having a market value of $79.16 per share on the Effective Date of the Merger. |
| Eaton Vance Corp. Non-voting Common StockSEC Table I · non-derivative | IndirectBy Custodian For Children | 0 |
Reported balance
After 2021-03-01 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2021-03-01 · Disposition to issuer · Disposed 9,080 · Balance 0 F3: Disposed of pursuant to the Merger Agreement in exchange for $203,908.42 and 5,982 shares of Morgan Stanley Common Stock having a market value of $79.16 per share on the Effective Date of the Merger. |
| Eaton Vance Corp. Common Stock (Voting)SEC Table I · non-derivative | IndirectBy Voting Trust | 0 |
Reported balance
After 2021-03-01 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2021-03-01 · Disposition to issuer · Disposed 18,623 · Balance 0 F2: Disposed of pursuant to the Merger Agreement in exchange for $418,139.75 and 12,270 shares of Morgan Stanley Common Stock having a market value of $79.16 per share on the Effective Date of the Merger. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $28.23 · Expires 2022-11-01 | Direct | 0 |
Reported balance
After 2021-03-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2021-03-01 · Disposition to issuer · Disposed 20,861 · Balance 0 F4: This option award, which was granted on November 1, 2012 and provided for vesting over a 5 year period in increments of 10%, 15%, 20%, 25% and 30%, was canceled and converted in the Merger into the right to receive a cash payment of $73 per share for a total of $934,007.68. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $41.90 · Expires 2023-11-01 | Direct | 0 |
Reported balance
After 2021-03-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2021-03-01 · Disposition to issuer · Disposed 32,240 · Balance 0 F5: This option award, which was granted on November 1, 2013 and provided for vesting over a 5 year period in increments of 10%, 15%, 20%, 25% and 30%, was canceled and converted in the Merger into the right to receive a cash payment of $73 per share for a total of $1,002,664.00. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $34.84 · Expires 2026-11-01 | Direct | 0 |
Reported balance
After 2021-03-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2021-03-01 · Disposition to issuer · Disposed 58,380 · Balance 0 F6: This option award, which was granted on November 1, 2016 and provided for vesting over a 5 year period in increments of 10%, 15%, 20%, 25% and 30%, was canceled and converted in the Merger into the right to receive a cash payment of $73 per share for a total of $2,227,780.80. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $50.67 · Expires 2027-11-01 | Direct | 0 |
Reported balance
After 2021-03-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2021-03-01 · Disposition to issuer · Disposed 34,840 · Balance 0 F7: This option award, which was granted on November 1, 2017 and provided for vesting over a 5 year period in increments of 10%, 15%, 20%, 25% and 30%, was canceled and converted in the Merger into the right to receive a cash payment of $73 per share for a total of $777,977.20. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $45.50 · Expires 2028-11-01 | Direct | 0 |
Reported balance
After 2021-03-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2021-03-01 · Disposition to issuer · Disposed 55,104 · Balance 0 F8: This option award, which was granted on November 1, 2018 and provided for vesting over a 5 year period in increments of 10%, 15%, 20%, 25% and 30%, was canceled and converted in the Merger into the right to receive a cash payment of $73 per share for a total of $1,515,360.00. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $46.15 · Expires 2029-11-01 | Direct | 0 |
Reported balance
After 2021-03-01 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2021-03-01 · Disposition to issuer · Disposed 51,915 · Balance 0 F9: This option award, which was granted on November 1, 2019 and provided for vesting over a 5 year period in increments of 10%, 15%, 20%, 25% and 30%, was canceled and converted in the Merger into the right to receive a cash payment of $73 per share for a total of $1,393,917.75. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $36.76 · Expires 2025-11-02 | Direct | 0 |
Reported balance
After 2021-03-01 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2021-03-01 · Disposition to issuer · Disposed 51,000 · Balance 0 F10: This option award, which was granted on November 2, 2015 and provided for vesting over a 5 year period in increments of 10%, 15%, 20%, 25% and 30%, was canceled and converted in the Merger into the right to receive a cash payment of $73 per share for a total of $1,848,240.00. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $36.71 · Expires 2024-11-03 | Direct | 0 |
Reported balance
After 2021-03-01 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2021-03-01 · Disposition to issuer · Disposed 51,360 · Balance 0 F11: This option award, which was granted on November 3, 2014 and provided for vesting over a 5 year period in increments of 10%, 15%, 20%, 25% and 30%, was canceled and converted in the Merger into the right to receive a cash payment of $73 per share for a total of $1,863,854.40. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of October 7, 2020 (the Merger Agreement), by and among Issuer, Morgan Stanley, Mirror Merger Sub 1, Inc. and Mirror Merger Sub 2, LLC, in exchange for $4,678,634.65 and 137,315 shares of Morgan Stanley Common Stock having a market value of $79.16 per share on the Effective Date of the Merger.
F2: Disposed of pursuant to the Merger Agreement in exchange for $418,139.75 and 12,270 shares of Morgan Stanley Common Stock having a market value of $79.16 per share on the Effective Date of the Merger.
F3: Disposed of pursuant to the Merger Agreement in exchange for $203,908.42 and 5,982 shares of Morgan Stanley Common Stock having a market value of $79.16 per share on the Effective Date of the Merger.
F4: This option award, which was granted on November 1, 2012 and provided for vesting over a 5 year period in increments of 10%, 15%, 20%, 25% and 30%, was canceled and converted in the Merger into the right to receive a cash payment of $73 per share for a total of $934,007.68.
F5: This option award, which was granted on November 1, 2013 and provided for vesting over a 5 year period in increments of 10%, 15%, 20%, 25% and 30%, was canceled and converted in the Merger into the right to receive a cash payment of $73 per share for a total of $1,002,664.00.
F6: This option award, which was granted on November 1, 2016 and provided for vesting over a 5 year period in increments of 10%, 15%, 20%, 25% and 30%, was canceled and converted in the Merger into the right to receive a cash payment of $73 per share for a total of $2,227,780.80.
F7: This option award, which was granted on November 1, 2017 and provided for vesting over a 5 year period in increments of 10%, 15%, 20%, 25% and 30%, was canceled and converted in the Merger into the right to receive a cash payment of $73 per share for a total of $777,977.20.
F8: This option award, which was granted on November 1, 2018 and provided for vesting over a 5 year period in increments of 10%, 15%, 20%, 25% and 30%, was canceled and converted in the Merger into the right to receive a cash payment of $73 per share for a total of $1,515,360.00.
F9: This option award, which was granted on November 1, 2019 and provided for vesting over a 5 year period in increments of 10%, 15%, 20%, 25% and 30%, was canceled and converted in the Merger into the right to receive a cash payment of $73 per share for a total of $1,393,917.75.
F10: This option award, which was granted on November 2, 2015 and provided for vesting over a 5 year period in increments of 10%, 15%, 20%, 25% and 30%, was canceled and converted in the Merger into the right to receive a cash payment of $73 per share for a total of $1,848,240.00.
F11: This option award, which was granted on November 3, 2014 and provided for vesting over a 5 year period in increments of 10%, 15%, 20%, 25% and 30%, was canceled and converted in the Merger into the right to receive a cash payment of $73 per share for a total of $1,863,854.40.
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 |
|---|---|---|---|---|---|---|
| January 15, 2026 Filed Jan 20, 2026 22:40 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Employee Director Stock Option (right to buy) · Derivative | 1,074 | $0.00 Strike: $289.68 | $0.00 |
DisclosureSEC source: 0001628280-26-002733 · wk-form4_1768948827.xml · derivative · entry 2 HYLTON LAURIE G · CIK 0001245652 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,074 Underlying: Common Stock · 1,074 shares Expires 2033-01-15 F2 · derivative.exercise_date: Options granted to non-employee Directors cliff vest 100% on the first anniversary of the date of grant. Read SEC document |
| January 15, 2026 Filed Jan 20, 2026 22:40 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantCommon Stock | 439 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-002733 · wk-form4_1768948827.xml · nonDerivative · entry 1 HYLTON LAURIE G · CIK 0001245652 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 848 F1 · shares: Restricted stock units granted to non-employee Directors cliff vest 100% on the first anniversary of the date of grant. Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 21:28 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Employee Director Stock Option (right to buy) · Derivative | 924 | $0.00 Strike: $453.98 | $0.00 |
DisclosureSEC source: 0001013237-25-000020 · wk-form4_1737149321.xml · derivative · entry 2 HYLTON LAURIE G · CIK 0001245652 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 924 Underlying: Common Stock · 924 shares Expires 2032-01-15 F2 · derivative.exercise_date: Options granted to non-employee Directors cliff vesting 100% on the first anniversary of the date of grant. Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 21:28 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantCommon Stock | 409 | $0.00 | $0.00 |
DisclosureSEC source: 0001013237-25-000020 · wk-form4_1737149321.xml · nonDerivative · entry 1 HYLTON LAURIE G · CIK 0001245652 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 409 F1 · shares: Restricted stock units granted to non-employee Directors cliff vesting 100% on the first anniversary of the date of grant. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 17:28 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Disposition to issuerOption (right to buy) · Derivative | 51,360 | $36.29 Strike: $36.71 | $1,863,854.40 |
DisclosureSEC source: 0001225208-21-004551 · doc4.xml · derivative · entry 12 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Eaton Vance Corp. Non-voting Common Stock · 51,360 shares Expires 2024-11-03 F11 · price: This option award, which was granted on November 3, 2014 and provided for vesting over a 5 year period in increments of 10%, 15%, 20%, 25% and 30%, was canceled and converted in the Merger into the right to receive a cash payment of $73 per share for a total of $1,863,854.40. F11 · derivative.exercise_date: This option award, which was granted on November 3, 2014 and provided for vesting over a 5 year period in increments of 10%, 15%, 20%, 25% and 30%, was canceled and converted in the Merger into the right to receive a cash payment of $73 per share for a total of $1,863,854.40. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 17:28 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Disposition to issuerOption (right to buy) · Derivative | 51,000 | $36.24 Strike: $36.76 | $1,848,240.00 |
DisclosureSEC source: 0001225208-21-004551 · doc4.xml · derivative · entry 11 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Eaton Vance Corp. Non-voting Common Stock · 51,000 shares Expires 2025-11-02 F10 · price: This option award, which was granted on November 2, 2015 and provided for vesting over a 5 year period in increments of 10%, 15%, 20%, 25% and 30%, was canceled and converted in the Merger into the right to receive a cash payment of $73 per share for a total of $1,848,240.00. F10 · derivative.exercise_date: This option award, which was granted on November 2, 2015 and provided for vesting over a 5 year period in increments of 10%, 15%, 20%, 25% and 30%, was canceled and converted in the Merger into the right to receive a cash payment of $73 per share for a total of $1,848,240.00. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 17:28 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Disposition to issuerOption (right to buy) · Derivative | 51,915 | $26.85 Strike: $46.15 | $1,393,917.75 |
DisclosureSEC source: 0001225208-21-004551 · doc4.xml · derivative · entry 10 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Eaton Vance Corp. Non-voting Common Stock · 51,915 shares Expires 2029-11-01 F9 · price: This option award, which was granted on November 1, 2019 and provided for vesting over a 5 year period in increments of 10%, 15%, 20%, 25% and 30%, was canceled and converted in the Merger into the right to receive a cash payment of $73 per share for a total of $1,393,917.75. F9 · derivative.exercise_date: This option award, which was granted on November 1, 2019 and provided for vesting over a 5 year period in increments of 10%, 15%, 20%, 25% and 30%, was canceled and converted in the Merger into the right to receive a cash payment of $73 per share for a total of $1,393,917.75. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 17:28 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Disposition to issuerOption (right to buy) · Derivative | 55,104 | $27.50 Strike: $45.50 | $1,515,360.00 |
DisclosureSEC source: 0001225208-21-004551 · doc4.xml · derivative · entry 9 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Eaton Vance Corp. Non-voting Common Stock · 55,104 shares Expires 2028-11-01 F8 · price: This option award, which was granted on November 1, 2018 and provided for vesting over a 5 year period in increments of 10%, 15%, 20%, 25% and 30%, was canceled and converted in the Merger into the right to receive a cash payment of $73 per share for a total of $1,515,360.00. F8 · derivative.exercise_date: This option award, which was granted on November 1, 2018 and provided for vesting over a 5 year period in increments of 10%, 15%, 20%, 25% and 30%, was canceled and converted in the Merger into the right to receive a cash payment of $73 per share for a total of $1,515,360.00. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 17:28 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Disposition to issuerOption (right to buy) · Derivative | 34,840 | $22.33 Strike: $50.67 | $777,977.20 |
DisclosureSEC source: 0001225208-21-004551 · doc4.xml · derivative · entry 8 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Eaton Vance Corp. Non-voting Common Stock · 34,840 shares Expires 2027-11-01 F7 · price: This option award, which was granted on November 1, 2017 and provided for vesting over a 5 year period in increments of 10%, 15%, 20%, 25% and 30%, was canceled and converted in the Merger into the right to receive a cash payment of $73 per share for a total of $777,977.20. F7 · derivative.exercise_date: This option award, which was granted on November 1, 2017 and provided for vesting over a 5 year period in increments of 10%, 15%, 20%, 25% and 30%, was canceled and converted in the Merger into the right to receive a cash payment of $73 per share for a total of $777,977.20. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 17:28 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Disposition to issuerOption (right to buy) · Derivative | 58,380 | $38.16 Strike: $34.84 | $2,227,780.80 |
DisclosureSEC source: 0001225208-21-004551 · doc4.xml · derivative · entry 7 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Eaton Vance Corp. Non-voting Common Stock · 58,380 shares Expires 2026-11-01 F6 · price: This option award, which was granted on November 1, 2016 and provided for vesting over a 5 year period in increments of 10%, 15%, 20%, 25% and 30%, was canceled and converted in the Merger into the right to receive a cash payment of $73 per share for a total of $2,227,780.80. F6 · derivative.exercise_date: This option award, which was granted on November 1, 2016 and provided for vesting over a 5 year period in increments of 10%, 15%, 20%, 25% and 30%, was canceled and converted in the Merger into the right to receive a cash payment of $73 per share for a total of $2,227,780.80. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 17:28 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Disposition to issuerOption (right to buy) · Derivative | 32,240 | $31.10 Strike: $41.90 | $1,002,664.00 |
DisclosureSEC source: 0001225208-21-004551 · doc4.xml · derivative · entry 6 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Eaton Vance Corp. Non-voting Common Stock · 32,240 shares Expires 2023-11-01 F5 · price: This option award, which was granted on November 1, 2013 and provided for vesting over a 5 year period in increments of 10%, 15%, 20%, 25% and 30%, was canceled and converted in the Merger into the right to receive a cash payment of $73 per share for a total of $1,002,664.00. F5 · derivative.exercise_date: This option award, which was granted on November 1, 2013 and provided for vesting over a 5 year period in increments of 10%, 15%, 20%, 25% and 30%, was canceled and converted in the Merger into the right to receive a cash payment of $73 per share for a total of $1,002,664.00. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 17:28 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Disposition to issuerOption (right to buy) · Derivative | 20,861 | $44.77 Strike: $28.23 | $934,009.55 |
DisclosureSEC source: 0001225208-21-004551 · doc4.xml · derivative · entry 5 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Eaton Vance Corp. Non-voting Common Stock · 20,861 shares Expires 2022-11-01 F4 · price: This option award, which was granted on November 1, 2012 and provided for vesting over a 5 year period in increments of 10%, 15%, 20%, 25% and 30%, was canceled and converted in the Merger into the right to receive a cash payment of $73 per share for a total of $934,007.68. F4 · derivative.exercise_date: This option award, which was granted on November 1, 2012 and provided for vesting over a 5 year period in increments of 10%, 15%, 20%, 25% and 30%, was canceled and converted in the Merger into the right to receive a cash payment of $73 per share for a total of $934,007.68. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 17:28 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Disposition to issuerEaton Vance Corp. Common Stock (Voting) | 18,623 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-004551 · doc4.xml · nonDerivative · entry 4 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Voting Trust Disclosed balance after: 0 F2 · price: Disposed of pursuant to the Merger Agreement in exchange for $418,139.75 and 12,270 shares of Morgan Stanley Common Stock having a market value of $79.16 per share on the Effective Date of the Merger. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 17:28 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Disposition to issuerEaton Vance Corp. Non-voting Common Stock | 9,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-004551 · doc4.xml · nonDerivative · entry 3 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Custodian For Children Disclosed balance after: 0 F3 · price: Disposed of pursuant to the Merger Agreement in exchange for $203,908.42 and 5,982 shares of Morgan Stanley Common Stock having a market value of $79.16 per share on the Effective Date of the Merger. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 17:28 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Disposition to issuerVoting Trust Receipt | 18,623 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-004551 · doc4.xml · nonDerivative · entry 2 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: Disposed of pursuant to the Merger Agreement in exchange for $418,139.75 and 12,270 shares of Morgan Stanley Common Stock having a market value of $79.16 per share on the Effective Date of the Merger. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 17:28 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Disposition to issuerEaton Vance Corp. Non-voting Common Stock | 208,401 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-004551 · doc4.xml · nonDerivative · entry 1 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to the Agreement and Plan of Merger, dated as of October 7, 2020 (the Merger Agreement), by and among Issuer, Morgan Stanley, Mirror Merger Sub 1, Inc. and Mirror Merger Sub 2, LLC, in exchange for $4,678,634.65 and 137,315 shares of Morgan Stanley Common Stock having a market value of $79.16 per share on the Effective Date of the Merger. Read SEC document |
| October 14, 2020 Filed Nov 4, 2020 17:50 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | GiftEaton Vance Corp. Non-voting Common Stock | 5,100 | $61.43 | $313,293.00 |
DisclosureSEC source: 0001225208-20-013103 · doc4.xml · nonDerivative · entry 1 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,401 Read SEC document |
| October 07, 2020 Filed Oct 9, 2020 15:53 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Tax withholdingEaton Vance Corp. Non-voting Common Stock | 14,537 | $40.94 | $595,144.78 |
DisclosureSEC source: 0001225208-20-012383 · doc4.xml · nonDerivative · entry 1 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,501 F1 · shares: Shares were withheld to cover tax liability associated with Restricted Stock Award vesting. Read SEC document |
| November 03, 2019 Filed Nov 5, 2019 16:14 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Tax withholdingEaton Vance Corp. Non-voting Common Stock | 1,196 | $46.15 | $55,195.40 |
DisclosureSEC source: 0001225208-19-014129 · doc4.xml · nonDerivative · entry 4 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,197 F2 · shares: Shares were withheld to cover tax liability associated with Restricted Stock Award vesting. Read SEC document |
| November 02, 2019 Filed Nov 5, 2019 16:14 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Tax withholdingEaton Vance Corp. Non-voting Common Stock | 853 | $46.15 | $39,365.95 |
DisclosureSEC source: 0001225208-19-014129 · doc4.xml · nonDerivative · entry 3 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243,393 F2 · shares: Shares were withheld to cover tax liability associated with Restricted Stock Award vesting. Read SEC document |
| November 01, 2019 Filed Nov 5, 2019 16:14 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | GrantOption (right to buy) · Derivative | 51,915 | $0.00 Strike: $46.15 | $0.00 |
DisclosureSEC source: 0001225208-19-014129 · doc4.xml · derivative · entry 8 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,915 Underlying: Eaton Vance Corp. Non-voting Common Stock · 51,915 shares Expires 2029-11-01 F4 · derivative.exercise_date: Granted on November 1, 2019 these options vest over a 5 year period in increments of 10%, 15%, 20%, 25%, and 30%. Read SEC document |
| November 01, 2019 Filed Nov 5, 2019 16:14 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Tax withholdingEaton Vance Corp. Non-voting Common Stock | 1,626 | $46.15 | $75,039.90 |
DisclosureSEC source: 0001225208-19-014129 · doc4.xml · nonDerivative · entry 2 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,246 F2 · shares: Shares were withheld to cover tax liability associated with Restricted Stock Award vesting. Read SEC document |
| November 01, 2019 Filed Nov 5, 2019 16:14 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | GrantEaton Vance Corp. Non-voting Common Stock | 10,967 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-014129 · doc4.xml · nonDerivative · entry 1 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245,872 F1 · shares: Restricted Stock Award granted under the Eaton Vance Corp. 2013 Omnibus Incentive Plan. Read SEC document |
| October 28, 2019 Filed Dec 16, 2019 12:45 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | GiftEaton Vance Corp. Non-voting Common Stock | 11,307 | $45.88 | $518,765.16 |
DisclosureSEC source: 0001225208-19-015830 · doc5.xml · nonDerivative · entry 2 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,746 Read SEC document |
| November 03, 2018 Filed Nov 6, 2018 10:59 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Tax withholdingEaton Vance Corp. Non-voting Common Stock | 1,945 | $45.44 | $88,380.80 |
DisclosureSEC source: 0001225208-18-015203 · doc4.xml · nonDerivative · entry 2 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,905 F1 · shares: Shares were withheld to cover tax liability associated with Restricted Stock Award vesting. Read SEC document |
| November 02, 2018 Filed Nov 6, 2018 10:59 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Tax withholdingEaton Vance Corp. Non-voting Common Stock | 674 | $45.44 | $30,626.56 |
DisclosureSEC source: 0001225208-18-015203 · doc4.xml · nonDerivative · entry 1 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,850 F1 · shares: Shares were withheld to cover tax liability associated with Restricted Stock Award vesting. Read SEC document |
| November 01, 2018 Filed Nov 5, 2018 16:06 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | GrantOption (right to buy) · Derivative | 55,104 | $0.00 Strike: $45.50 | $0.00 |
DisclosureSEC source: 0001225208-18-015174 · doc4.xml · derivative · entry 8 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,104 Underlying: Eaton Vance Corp. Non-voting Common Stock · 55,104 shares Expires 2028-11-01 F4 · derivative.exercise_date: Granted on November 1, 2018 these options vest over a 5 year period in increments of 10%, 15%, 20%, 25%, and 30%. Read SEC document |
| November 01, 2018 Filed Nov 5, 2018 16:06 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Tax withholdingEaton Vance Corp. Non-voting Common Stock | 715 | $45.50 | $32,532.50 |
DisclosureSEC source: 0001225208-18-015174 · doc4.xml · nonDerivative · entry 4 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 237,524 F2 · shares: Shares were withheld to cover tax liability associated with Restricted Stock Award vesting. Read SEC document |
| November 01, 2018 Filed Nov 5, 2018 16:06 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Tax withholdingEaton Vance Corp. Non-voting Common Stock | 305 | $45.50 | $13,877.50 |
DisclosureSEC source: 0001225208-18-015174 · doc4.xml · nonDerivative · entry 3 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,239 F2 · shares: Shares were withheld to cover tax liability associated with Restricted Stock Award vesting. Read SEC document |
| November 01, 2018 Filed Nov 5, 2018 16:06 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | GrantEaton Vance Corp. Non-voting Common Stock | 9,640 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-015174 · doc4.xml · nonDerivative · entry 2 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,544 F1 · shares: Restricted Stock Award granted under the Eaton Vance Corp. 2013 Omnibus Incentive Plan. Read SEC document |
| November 01, 2018 Filed Nov 5, 2018 16:06 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | GrantEaton Vance Corp. Non-voting Common Stock | 13,134 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-015174 · doc4.xml · nonDerivative · entry 1 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,904 F1 · shares: Restricted Stock Award granted under the Eaton Vance Corp. 2013 Omnibus Incentive Plan. Read SEC document |
| November 03, 2017 Filed Nov 7, 2017 09:28 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Tax withholdingEaton Vance Corp. Non-voting Common Stock | 1,276 | $51.07 | $65,165.32 |
DisclosureSEC source: 0001225208-17-017014 · doc4.xml · nonDerivative · entry 2 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,770 F1 · shares: Shares were withheld to cover tax liability associated with Restricted Stock Award vesting. Read SEC document |
| November 03, 2017 Filed Nov 7, 2017 09:28 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Tax withholdingEaton Vance Corp. Non-voting Common Stock | 1,259 | $51.07 | $64,297.13 |
DisclosureSEC source: 0001225208-17-017014 · doc4.xml · nonDerivative · entry 1 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,046 F1 · shares: Shares were withheld to cover tax liability associated with Restricted Stock Award vesting. Read SEC document |
| November 02, 2017 Filed Nov 6, 2017 11:39 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Tax withholdingEaton Vance Corp. Non-voting Common Stock | 819 | $51.04 | $41,801.76 |
DisclosureSEC source: 0001225208-17-016971 · doc4.xml · nonDerivative · entry 1 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,305 F1 · shares: Shares were withheld to cover tax liability associated with Restricted Stock Award vesting. Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 13:40 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | GrantOption (right to buy) · Derivative | 34,840 | $0.00 Strike: $50.67 | $0.00 |
DisclosureSEC source: 0001225208-17-016880 · doc4.xml · derivative · entry 7 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,840 Underlying: Eaton Vance Corp. Non-voting Common Stock · 34,840 shares Expires 2027-11-01 F4 · derivative.exercise_date: Granted on November 1, 2017 these options vest over a 5-year period in increments of 10%, 15%, 20%, 25%, and 30%. Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 13:40 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Tax withholdingEaton Vance Corp. Non-voting Common Stock | 1,036 | $50.67 | $52,494.12 |
DisclosureSEC source: 0001225208-17-016880 · doc4.xml · nonDerivative · entry 3 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,124 F2 · shares: Shares were withheld to cover tax liability associated with Restricted Stock Award vesting. Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 13:40 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Tax withholdingEaton Vance Corp. Non-voting Common Stock | 645 | $50.67 | $32,682.15 |
DisclosureSEC source: 0001225208-17-016880 · doc4.xml · nonDerivative · entry 2 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,160 F2 · shares: Shares were withheld to cover tax liability associated with Restricted Stock Award vesting. Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 13:40 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | GrantEaton Vance Corp. Non-voting Common Stock | 13,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-016880 · doc4.xml · nonDerivative · entry 1 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,805 F1 · shares: Restricted Stock Award granted under the Eaton Vance Corp. 2013 Omnibus Incentive Plan. Read SEC document |
| October 12, 2017 Filed Oct 13, 2017 14:47 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Exercise / conversionOption (right to buy) · Derivative | 13,730 | $0.00 Strike: $21.46 | $0.00 |
DisclosureSEC source: 0001225208-17-016242 · doc4.xml · derivative · entry 13 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Eaton Vance Corp. Non-voting Common Stock · 13,730 shares Expires 2018-11-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_date: Granted on November 3, 2008 these options vest over a 5 year period in increments of 10%, 15%, 20%, 25%, and 30%. Read SEC document |
| October 12, 2017 Filed Oct 13, 2017 14:47 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Exercise / conversionOption (right to buy) · Derivative | 11,722 | $0.00 Strike: $27.50 | $0.00 |
DisclosureSEC source: 0001225208-17-016242 · doc4.xml · derivative · entry 12 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Eaton Vance Corp. Non-voting Common Stock · 11,722 shares Expires 2019-11-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: Granted on November 2, 2009, these options vest over a 5 year period in increments of 10%, 15%, 20,%, 25% and 30%. Read SEC document |
| October 12, 2017 Filed Oct 13, 2017 14:47 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Exercise / conversionOption (right to buy) · Derivative | 11,455 | $0.00 Strike: $24.46 | $0.00 |
DisclosureSEC source: 0001225208-17-016242 · doc4.xml · derivative · entry 11 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Eaton Vance Corp. Non-voting Common Stock · 11,455 shares Expires 2021-11-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: Granted on November 1, 2011 these options vest over a 5 year period in increments of 10%, 15%, 20%, 25%, and 30%. Read SEC document |
| October 12, 2017 Filed Oct 13, 2017 14:47 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Exercise / conversionOption (right to buy) · Derivative | 10,594 | $0.00 Strike: $28.69 | $0.00 |
DisclosureSEC source: 0001225208-17-016242 · doc4.xml · derivative · entry 10 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Eaton Vance Corp. Non-voting Common Stock · 10,594 shares Expires 2020-11-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: These options were granted on November 1, 2010 and vest over a 5 year period in increments of 10%,15%,20%,25% and 30%. Read SEC document |
| October 12, 2017 Filed Oct 13, 2017 14:47 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | SaleEaton Vance Corp. Non-voting Common Stock | 21,371 | $50.60 | $1,081,372.60 |
DisclosureSEC source: 0001225208-17-016242 · doc4.xml · nonDerivative · entry 6 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,105 F1 · shares: Shares were sold to cover the exercise cost and tax liability associated with the exercise of a NQ stock option. Read SEC document |
| October 12, 2017 Filed Oct 13, 2017 14:47 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Tax withholdingEaton Vance Corp. Non-voting Common Stock | 7,596 | $50.57 | $384,129.72 |
DisclosureSEC source: 0001225208-17-016242 · doc4.xml · nonDerivative · entry 5 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,476 Read SEC document |
| October 12, 2017 Filed Oct 13, 2017 14:47 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Exercise / conversionEaton Vance Corp. Non-voting Common Stock | 10,594 | $28.69 | $303,897.37 |
DisclosureSEC source: 0001225208-17-016242 · doc4.xml · nonDerivative · entry 4 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,072 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 12, 2017 Filed Oct 13, 2017 14:47 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Exercise / conversionEaton Vance Corp. Non-voting Common Stock | 11,455 | $24.46 | $280,183.57 |
DisclosureSEC source: 0001225208-17-016242 · doc4.xml · nonDerivative · entry 3 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,478 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 12, 2017 Filed Oct 13, 2017 14:47 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Exercise / conversionEaton Vance Corp. Non-voting Common Stock | 11,722 | $27.50 | $322,296.39 |
DisclosureSEC source: 0001225208-17-016242 · doc4.xml · nonDerivative · entry 2 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,023 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 12, 2017 Filed Oct 13, 2017 14:47 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Exercise / conversionEaton Vance Corp. Non-voting Common Stock | 13,730 | $21.46 | $294,688.36 |
DisclosureSEC source: 0001225208-17-016242 · doc4.xml · nonDerivative · entry 1 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,301 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 02, 2017 Filed Oct 3, 2017 15:02 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Exercise / conversionOption (right to buy) · Derivative | 19,672 | $0.00 Strike: $47.23 | $0.00 |
DisclosureSEC source: 0001225208-17-015721 · doc4.xml · derivative · entry 7 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Eaton Vance Corp. Non-voting Common Stock · 19,672 shares Expires 2017-11-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Granted on November 1, 2007 these options vest over a 5 year period in increments of 10%, 15%, 20%, 25%, and 30%. Read SEC document |
| October 02, 2017 Filed Oct 3, 2017 15:02 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | SaleEaton Vance Corp. Non-voting Common Stock | 17,003 | $49.60 | $843,279.09 |
DisclosureSEC source: 0001225208-17-015721 · doc4.xml · nonDerivative · entry 3 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,571 F1 · shares: Shares were sold to cover the exercise cost and tax liability associated with the exercise of a NQ stock option. 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.