Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Eaton Vance Floating-Rate Opportunities FundFROIX · Entity 83682 | PM | September 01, 2023 | September 01, 2023 |
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.
Eaton Vance Floating-Rate Opportunities Fund
Report date September 01, 2023 · Filed September 01, 2023
This filing explicitly reported no securities owned.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Eaton Vance Floating-Rate Income Trust
Report date June 12, 2025 · Filed August 06, 2025
Section 16 reporting ended · disclosed 2025-08-06. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 2,708 |
Reported balance
Holding disclosure · report date 2025-06-12 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 2,708 |
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 |
|---|---|---|---|---|---|---|
| May 31, 2023 Filed Jun 7, 2023 14:27 UTC | Eaton Vance Floating-Rate Income Trust EFT · Entity 8909 | OtherCommon Shares | 162.04 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-006618 · doc5.xml · nonDerivative · entry 1 Hinckley Ralph · CIK 0001426278 · Portfolio Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,708 F1 · price: fiscal year end adjustment, DRIPS Read SEC document |
| May 31, 2022 Filed Jun 29, 2022 07:17 UTC | Eaton Vance Floating-Rate Income Trust EFT · Entity 8909 | OtherCommon Shares | 163.629 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-008312 · doc5.xml · nonDerivative · entry 1 Hinckley Ralph · CIK 0001426278 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,545.96 F1 · price: fiscal year end adjustment, DRIPS Read SEC document |
| May 31, 2021 Filed Jul 8, 2021 07:43 UTC | Eaton Vance Floating-Rate Income Trust EFT · Entity 8909 | OtherCommon Shares | 130.727 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-010430 · doc5.xml · nonDerivative · entry 1 Hinckley Ralph · CIK 0001426278 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,382.331 F1 · price: fiscal year end adjustment, DRIPS Read SEC document |
| January 19, 2021 Filed Mar 10, 2021 10:40 UTC | Eaton Vance Floating-Rate Income Trust EFT · Entity 8909 | OtherCommon Shares | 4,125 | $13.86 | $57,172.50 |
DisclosureSEC source: 0001225208-21-004991 · doc4.xml · nonDerivative · entry 1 Hinckley Ralph · CIK 0001426278 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 Read SEC document |
| May 30, 2020 Filed Jul 6, 2020 10:57 UTC | Eaton Vance Floating-Rate Income Trust EFT · Entity 8909 | OtherCommon Shares | 171.024 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-009546 · doc5.xml · nonDerivative · entry 1 Hinckley Ralph · CIK 0001426278 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,251.604 F1 · price: fiscal year end adjustment, DRIPS Read SEC document |
| May 31, 2019 Filed Jun 13, 2019 15:17 UTC | Eaton Vance Floating-Rate Income Trust EFT · Entity 8909 | OtherCommon Shares | 127.491 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-009200 · doc5.xml · nonDerivative · entry 1 Hinckley Ralph · CIK 0001426278 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,080.58 F1 · price: Fiscal year end adjustment, DRIPS Read SEC document |
| May 31, 2018 Filed Jun 6, 2018 15:43 UTC | Eaton Vance Floating-Rate Income Trust EFT · Entity 8909 | OtherCommon Shares | 213.952 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-010259 · doc5.xml · nonDerivative · entry 1 Hinckley Ralph · CIK 0001426278 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,953.089 F1 · price: fiscal year end adjustment, DRIPS Read SEC document |
| January 09, 2018 Filed Jun 13, 2019 15:17 UTC | Eaton Vance Floating-Rate Income Trust EFT · Entity 8909 | OtherCommon Shares | 4,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-009200 · doc5.xml · nonDerivative · entry 2 Hinckley Ralph · CIK 0001426278 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 4,125 F2 · price: Ralph is a Trustee of his family member's Trust. Holdings were acquired prior to Ralph becoming Trustee. 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.