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 |
|---|---|---|---|---|---|---|
| October 02, 2017 Filed Oct 3, 2017 15:02 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Tax withholdingEaton Vance Corp. Non-voting Common Stock | 2,004 | $49.90 | $99,999.60 |
DisclosureSEC source: 0001225208-17-015721 · doc4.xml · nonDerivative · entry 2 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205,574 Read SEC document |
| October 02, 2017 Filed Oct 3, 2017 15:02 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Exercise / conversionEaton Vance Corp. Non-voting Common Stock | 19,672 | $47.23 | $929,118.40 |
DisclosureSEC source: 0001225208-17-015721 · doc4.xml · nonDerivative · entry 1 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,578 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 |
| November 03, 2016 Filed Nov 7, 2016 12:09 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Tax withholdingEaton Vance Corp. Non-voting Common Stock | 695 | $34.99 | $24,318.05 |
DisclosureSEC source: 0001225208-16-041235 · doc4.xml · nonDerivative · entry 2 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,363 F1 · shares: Shares were withheld to cover tax liability associated with Restricted Stock Award vesting. Read SEC document |
| November 03, 2016 Filed Nov 7, 2016 12:09 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Tax withholdingEaton Vance Corp. Non-voting Common Stock | 661 | $34.99 | $23,128.39 |
DisclosureSEC source: 0001225208-16-041235 · doc4.xml · nonDerivative · entry 1 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,058 F1 · shares: Shares were withheld to cover tax liability associated with Restricted Stock Award vesting. Read SEC document |
| November 02, 2016 Filed Nov 4, 2016 13:29 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Tax withholdingEaton Vance Corp. Non-voting Common Stock | 377 | $34.60 | $13,044.20 |
DisclosureSEC source: 0001225208-16-041184 · doc4.xml · nonDerivative · entry 2 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,719 F2 · shares: Shares were withheld to cover tax liability associated with Restricted Stock Award vesting. Read SEC document |
| November 02, 2016 Filed Nov 4, 2016 13:29 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | GrantEaton Vance Corp. Non-voting Common Stock | 11,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-041184 · doc4.xml · nonDerivative · entry 1 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,096 F1 · shares: Restricted Stock Award granted under the Eaton Vance Corp. 2013 Omnibus Incentive Plan. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 15:26 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | GrantOption (right to buy) · Derivative | 58,380 | $0.00 Strike: $34.84 | $0.00 |
DisclosureSEC source: 0001225208-16-041072 · doc4.xml · derivative · entry 6 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,380 Underlying: Eaton Vance Corp. Non-voting Common Stock · 58,380 shares Expires 2026-11-01 F3 · derivative.exercise_date: Granted on November 1, 2016 these options vest over a 5 year period in increments of 10%, 15%, 20%, 25%, and 30%. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 15:26 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Tax withholdingEaton Vance Corp. Non-voting Common Stock | 656 | $34.84 | $22,855.04 |
DisclosureSEC source: 0001225208-16-041072 · doc4.xml · nonDerivative · entry 2 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,496 F1 · shares: Shares were withheld to cover tax liability associated with Restricted Stock Award vesting. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 15:26 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Tax withholdingEaton Vance Corp. Non-voting Common Stock | 409 | $34.84 | $14,249.56 |
DisclosureSEC source: 0001225208-16-041072 · doc4.xml · nonDerivative · entry 1 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,152 F1 · shares: Shares were withheld to cover tax liability associated with Restricted Stock Award vesting. Read SEC document |
| October 31, 2016 Filed Nov 1, 2016 15:18 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Exercise / conversionOption (right to buy) · Derivative | 31,864 | $0.00 Strike: $29.39 | $0.00 |
DisclosureSEC source: 0001225208-16-040914 · 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 · 31,864 shares Expires 2016-11-01 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, 2006 these options vest over a 5 year period in increments of 10%, 15%, 20%, 25%, and 30%. Read SEC document |
| October 31, 2016 Filed Nov 1, 2016 15:18 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | SaleEaton Vance Corp. Non-voting Common Stock | 25,184 | $35.20 | $886,522.13 |
DisclosureSEC source: 0001225208-16-040914 · doc4.xml · nonDerivative · entry 2 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,561 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 31, 2016 Filed Nov 1, 2016 15:18 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Exercise / conversionEaton Vance Corp. Non-voting Common Stock | 31,864 | $29.39 | $936,435.16 |
DisclosureSEC source: 0001225208-16-040914 · doc4.xml · nonDerivative · entry 1 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,745 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 31, 2016 Filed Dec 16, 2019 12:45 UTC | Mirror Merger Sub 2, LLC EV · Entity 141944 | Tax withholdingEaton Vance Corp. Non-voting Common Stock | 2,852 | $35.06 | $99,991.12 |
DisclosureSEC source: 0001225208-19-015830 · doc5.xml · nonDerivative · entry 1 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,436 F1 · shares: Shares were sold to cover the exercise cost associated with the exercise of a stock option on 10/31/2016. Read SEC document |
| November 01, 2015 Filed Dec 15, 2016 14:14 UTC Amendment | Mirror Merger Sub 2, LLC EV · Entity 141944 | Tax withholdingEaton Vance Corp. Non-voting Common Stock | 526 | $36.11 | $18,993.86 |
DisclosureSEC source: 0001225208-16-043268 · doc4a.xml · nonDerivative · entry 3 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,827 F1 · shares: Shares were adjusted to reflect the amount actually withheld to cover tax liability associated with Restricted Stock Award vesting. Read SEC document |
| November 01, 2015 Filed Dec 15, 2016 14:14 UTC Amendment | Mirror Merger Sub 2, LLC EV · Entity 141944 | Tax withholdingEaton Vance Corp. Non-voting Common Stock | 359 | $36.11 | $12,963.49 |
DisclosureSEC source: 0001225208-16-043268 · doc4a.xml · nonDerivative · entry 2 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,353 F1 · shares: Shares were adjusted to reflect the amount actually withheld to cover tax liability associated with Restricted Stock Award vesting. Read SEC document |
| November 01, 2015 Filed Dec 15, 2016 14:14 UTC Amendment | Mirror Merger Sub 2, LLC EV · Entity 141944 | Tax withholdingEaton Vance Corp. Non-voting Common Stock | 342 | $36.11 | $12,349.62 |
DisclosureSEC source: 0001225208-16-043268 · doc4a.xml · nonDerivative · entry 1 HYLTON LAURIE G · CIK 0001245652 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,712 F1 · shares: Shares were adjusted to reflect the amount actually withheld to cover tax liability associated with Restricted Stock Award vesting. 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.