Duncan W Richardson - Net Worth and Insider Trading

Duncan W Richardson Net Worth

The estimated net worth of Duncan W Richardson is at least $301,040 dollars as of 2024-05-15. Duncan W Richardson is the Vice President of Eaton Vance Risk-Managed Diversified Equity Income Fund and owns about 35,500 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stock worth over $301,040. Duncan W Richardson is the Executive Vice President of Eaton Vance Corp and owns about 0 shares of Eaton Vance Corp (EV) stock worth over $0. Duncan W Richardson is also the Vice President of Eaton Vance Enhanced Equity Income Fund and owns about 0 shares of Eaton Vance Enhanced Equity Income Fund (EOI) stock worth over $0. Besides these, Duncan W Richardson also holds Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) , Eaton Vance Tax-Managed Buy-Write Opp (ETV) , Eaton Vance Tax-mangd Glo Buy-write Oppo (ETW) , Eaton Vance Tax-mgd Dvsf Eq Inc Fd (ETY) , Eaton Vance Tax-Mgd Glbl Div Eq Inc (EXG) . Details can be seen in Duncan W Richardson's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Duncan W Richardson has not made any transactions after 2013-11-06 and currently still holds the listed stock(s).

Transaction Summary of Duncan W Richardson

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Duncan W Richardson Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Duncan W Richardson owns 36 companies in total, including Eaton Vance Corp (EV) , EATON VANCE TAX ADVANTAGED DIVIDEND INCOME FUND (EVT) , and Eaton Vance Tax Advgd Gbl Div Inc Fd (ETG) among others .

Click here to see the complete history of Duncan W Richardson’s form 4 insider trades.

Insider Ownership Summary of Duncan W Richardson

Ticker Comapny Transaction Date Type of Owner
EV Eaton Vance Corp 2014-10-31 director & Executive Vice President
EVT EATON VANCE TAX ADVANTAGED DIVIDEND INCOME FUND 2004-04-21 other: Insider and Officer of EVM
ETG Eaton Vance Tax Advgd Gbl Div Inc Fd 2004-04-21 President
2004-04-28 President
2011-04-26 President
2005-01-26 President
2011-04-26 President
2011-04-26 President
2011-04-26 President
2011-04-26 President
2011-08-09 President
2004-11-01 other: Management Committee of EVC
2004-11-01 other: Management Committee of EVC
2011-04-26 President
2004-11-01 other: Management Committee of EVC
2008-02-29 other: Management Committee of EVC
2008-02-29 other: Management Committee of EVC
2004-11-01 other: Management Committee of EVC
2004-11-01 other: Management Committee of EVC
2004-11-01 other: Management Committee of EVC
2004-11-01 other: Management Committee of EVC
2004-11-01 other: Management Committee of EVC
2004-11-01 other: Management Committee of EVC
2004-11-01 other: Management Committee of EVC
2004-11-01 other: Management Committee of EVC
2004-11-01 other: Management Committee of EVC
2004-11-01 other: Management Committee of EVC
2004-11-01 other: Management Committee of EVC
2004-11-01 other: Management Committee of EVC
2004-11-01 other: Management Committee of EVC
2004-11-01 other: Management Committee of EVC
2004-11-01 other: Management Committee of EVC
2004-11-01 other: Management Committee of EVC
2005-02-28 other: Management Committee of EVC
2004-11-01 other: Management Committee of EVC
2004-11-01 other: Management Committee of EVC

Duncan W Richardson Latest Holdings Summary

Duncan W Richardson currently owns a total of 8 stocks. Among these stocks, Duncan W Richardson owns 35,500 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of August 9, 2011, with a value of $301,040 and a weighting of 100%. Duncan W Richardson owns 0 shares of Eaton Vance Corp (EV) as of November 6, 2013, with a value of $0 and a weighting of 0%. Duncan W Richardson also owns 0 shares of Eaton Vance Enhanced Equity Income Fund (EOI) as of April 26, 2011, with a value of $0 and a weighting of 0%. The other 5 stocks Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) , Eaton Vance Tax-Managed Buy-Write Opp (ETV) , Eaton Vance Tax-mangd Glo Buy-write Oppo (ETW) , Eaton Vance Tax-mgd Dvsf Eq Inc Fd (ETY) , Eaton Vance Tax-Mgd Glbl Div Eq Inc (EXG) have a combined weighting of 0% among all his current holdings.

Latest Holdings of Duncan W Richardson

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund 2011-08-09 35,500 8.48 301,040
EV Eaton Vance Corp 2013-11-06 0 73.07 0
EOI Eaton Vance Enhanced Equity Income Fund 2011-04-26 0 18.39 0
ETB Eaton Vance Tax-Managed Buy-Write Income Fund 2011-04-26 0 13.64 0
ETV Eaton Vance Tax-Managed Buy-Write Opp 2011-04-26 0 13.13 0
ETW Eaton Vance Tax-mangd Glo Buy-write Oppo 2011-04-26 0 8.16 0
ETY Eaton Vance Tax-mgd Dvsf Eq Inc Fd 2011-04-26 0 13.50 0
EXG Eaton Vance Tax-Mgd Glbl Div Eq Inc 2011-04-26 0 8.29 0

Holding Weightings of Duncan W Richardson


Duncan W Richardson Form 4 Trading Tracker

According to the SEC Form 4 filings, Duncan W Richardson has made a total of 0 transactions in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) over the past 5 years. The most-recent trade in Eaton Vance Risk-Managed Diversified Equity Income Fund is the acquisition of 10,000 shares on August 9, 2011, which cost Duncan W Richardson around $103,500.

According to the SEC Form 4 filings, Duncan W Richardson has made a total of 0 transactions in Eaton Vance Corp (EV) over the past 5 years. The most-recent trade in Eaton Vance Corp is the sale of 44,566 shares on November 6, 2013, which brought Duncan W Richardson around $235,308.

According to the SEC Form 4 filings, Duncan W Richardson has made a total of 0 transactions in Eaton Vance Enhanced Equity Income Fund (EOI) over the past 5 years. The most-recent trade in Eaton Vance Enhanced Equity Income Fund is the acquisition of 5,000 shares on April 26, 2011, which cost Duncan W Richardson around $61,000.

More details on Duncan W Richardson's insider transactions can be found in the Insider Trading History of Duncan W Richardson table.

Insider Trading History of Duncan W Richardson

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Duncan W Richardson Trading Performance

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Duncan W Richardson Ownership Network

Ownership Network List of Duncan W Richardson

No Data

Ownership Network Relation of Duncan W Richardson


Duncan W Richardson Owned Company Details

What does Eaton Vance Corp do?

Who are the key executives at Eaton Vance Corp?

Duncan W Richardson is the director & Executive Vice President of Eaton Vance Corp. Other key executives at Eaton Vance Corp include director & CEO Faust Thomas E Jr , Chief Administrative Officer Daniel C. Cataldo , and Chief Financial Officer Laurie G Hylton .

Eaton Vance Corp (EV) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Eaton Vance Corp (EV) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Eaton Vance Corp (EV) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Eaton Vance Corp (EV)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Eaton Vance Corp Insider Transactions

No Available Data

Duncan W Richardson Mailing Address

Above is the net worth, insider trading, and ownership report for Duncan W Richardson. You might contact Duncan W Richardson via mailing address: 255 State Street, Boston Ma 02109.

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