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

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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

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.

Robert J Whelan Trading Performance

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

Robert J Whelan Ownership Network

Ownership Network List of Robert J Whelan

No Data

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.

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Eaton Vance Corp Insider Transactions

No Available Data

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.

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