Robert J Whelan - Net Worth and Insider Trading
Robert J Whelan Net Worth
The estimated net worth of Robert J Whelan is at least $2 Million dollars as of 2024-04-23. Robert J Whelan is the Former CFO of Eaton Vance Corp and owns about 33,668 shares of Eaton Vance Corp (EV) stock worth over $2 Million. Details can be seen in Robert J Whelan's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Robert J Whelan has not made any transactions after 2012-08-06 and currently still holds the listed stock(s).
Transaction Summary of Robert J Whelan
Robert J Whelan Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Robert J Whelan owns 37 companies in total, including Eaton Vance Corp (EV) , Eaton Vance Senior Income Trust (EVF) , and Eaton Vance Municipal Income Trust (EVN) among others .
Click here to see the complete history of Robert J Whelan’s form 4 insider trades.
Insider Ownership Summary of Robert J Whelan
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
EV | Eaton Vance Corp | 2012-10-31 | other: Former CFO |
EVF | Eaton Vance Senior Income Trust | 2007-11-01 | other: Management Committee of EV |
EVN | Eaton Vance Municipal Income Trust | 2007-11-01 | other: Management Committee of EV |
EVY | Eaton Vance NY Muni Income Trust | 2008-02-29 | other: Management Committee of EV |
EVO | Eaton Vance Ohio Municipal Income Trust | 2008-02-29 | other: Management Committee of EV |
EVP | Eaton Vance PA Muni Income Trust | 2007-11-01 | other: Management Committee of EV |
EMI | Eaton Vance Michigan Muni Income Trust | 2007-11-01 | other: Management Committee of EV |
MMV | Eaton Vance MA Muni Income Trust | 2007-11-01 | other: Management Committee of EV |
EVJ | Eaton Vance NJ Muni Income Trust | 2007-11-01 | other: Management Committee of EV |
CEV | Eaton Vance CA Muni Income Trust | 2007-11-01 | other: Management Committee of EV |
EIM | Eaton Vance Municipal Bond Fund | 2007-11-01 | other: Management Committee of EV |
EVM | Eaton Vance California Municipal Bond Fund | 2007-11-01 | other: Management Committee of EV |
ENX | Eaton Vance New York Municipal Bond Fund | 2007-11-01 | other: Management Committee of EV |
EIV | Eaton Vance Municipal Bond Fund II | 2007-11-01 | other: Management Committee of EV |
EIA | Eaton Vance California Municipal Bond Fund II | 2007-11-01 | other: Management Committee of EV |
MAB | Eaton Vance Massachusetts Municipal Bond Fund | 2007-11-01 | other: Limited Power of Attorney |
MIW | Eaton Vance Michigan Municipal Bond Fund | 2007-11-01 | other: Management Committee of EV |
EMJ | Eaton Vance New Jersey Municipal Bond Fund | 2007-11-01 | other: Management Committee of EV |
NYH | Eaton Vance New York Municipal Bond Fund II | 2007-11-01 | other: Management Committee of EV |
EIO | Eaton Vance Ohio Municipal Bond Fund | 2007-11-01 | other: Management Committee of EV |
EIP | Eaton Vance Pennsylvania Municipal Bond Fund | 2007-11-01 | other: Management Committee of EV |
EVV | Eaton Vance Ltd Duration Income Fund | 2007-11-01 | other: Management Committee of EV |
EVT | EATON VANCE TAX ADVANTAGED DIVIDEND INCOME FUND | 2007-11-01 | other: Management Committee of EV |
EFR | Eaton Vance Senior Floating Rate Trust | 2007-11-01 | other: Management Committee of EV |
ETG | Eaton Vance Tax Advgd Gbl Div Inc Fd | 2007-11-01 | other: Management Committee of EV |
ETO | Eaton Vance Tax-advtgd Global Divid Oppo | 2007-11-01 | other: Management Committee of EV |
EVG | Eaton Vance Short Duration Diversified Income Fund | 2007-11-01 | other: Management Committee of EV |
EFT | Eaton Vance Floating-rate Income Trust | 2007-11-01 | other: Management Committee of EV |
EOI | Eaton Vance Enhanced Equity Income Fund | 2007-11-01 | other: Management Committee of EV |
EOS | Eaton Vance Enhanced Equity Income Fund II | 2007-11-01 | other: Management Committe of EV |
ETB | Eaton Vance Tax-Managed Buy-Write Income Fund | 2007-11-01 | other: Management Committee of EV |
ETW | Eaton Vance Tax-mangd Glo Buy-write Oppo | 2007-11-01 | other: Management Committee of EV |
ETV | Eaton Vance Tax-Managed Buy-Write Opp | 2007-11-01 | other: Management Committee of EV |
ETY | Eaton Vance Tax-mgd Dvsf Eq Inc Fd | 2007-11-01 | other: Management Committee of EV |
EXG | Eaton Vance Tax-Mgd Glbl Div Eq Inc | 2007-11-01 | other: Management Committee of EV |
ETJ | Eaton Vance Risk-Managed Diversified Equity Income Fund | 2007-11-01 | other: Management Committee of EV |
BPFH | Boston Private Financial Holdings Inc | 2007-02-15 | Chief Financial Officer |
Robert J Whelan Latest Holdings Summary
Robert J Whelan currently owns a total of 1 stock. Robert J Whelan owns 33,668 shares of Eaton Vance Corp (EV) as of August 6, 2012, with a value of $2 Million.
Latest Holdings of Robert J Whelan
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
EV | Eaton Vance Corp | 2012-08-06 | 33,668 | 73.07 | 2,460,121 |
Holding Weightings of Robert J Whelan
Robert J Whelan Form 4 Trading Tracker
According to the SEC Form 4 filings, Robert J Whelan 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 14,715 shares on August 6, 2012, which brought Robert J Whelan around $393,479.
Insider Trading History of Robert J Whelan
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Robert J Whelan Trading Performance
Robert J Whelan Ownership Network
Ownership Network List of Robert J Whelan
Ownership Network Relation of Robert J Whelan
Robert J Whelan Owned Company Details
What does Eaton Vance Corp do?
Who are the key executives at Eaton Vance Corp?
Robert J Whelan is the other: Former CFO 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.
Eaton Vance Corp Insider Transactions
Robert J Whelan Mailing Address
Above is the net worth, insider trading, and ownership report for Robert J Whelan. You might contact Robert J Whelan via mailing address: Two International Place, Boston Ma 02110.