Smith Winthrop H Jr - Net Worth and Insider Trading

Smith Winthrop H Jr Net Worth

The estimated net worth of Smith Winthrop H Jr is at least $3 Million dollars as of 2025-05-12. Smith Winthrop H Jr is the Director of Eaton Vance Corp and owns about 35,900 shares of Eaton Vance Corp (EV) stock worth over $3 Million. Details can be seen in Smith Winthrop H Jr's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Smith Winthrop H Jr has not made any transactions after 2020-03-13 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Smith Winthrop H Jr

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Smith Winthrop H Jr Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Smith Winthrop H Jr owns 1 companies in total, including Eaton Vance Corp (EV) .

Click here to see the complete history of Smith Winthrop H Jr’s form 4 insider trades.

Insider Ownership Summary of Smith Winthrop H Jr

Ticker Company Transaction Date Type of Owner
EV Eaton Vance Corp 2020-08-14 director

Smith Winthrop H Jr Latest Holdings Summary

Smith Winthrop H Jr currently owns a total of 1 stock. Smith Winthrop H Jr owns 35,900 shares of Eaton Vance Corp (EV) as of March 13, 2020, with a value of $3 Million.

Latest Holdings of Smith Winthrop H Jr

Ticker Company Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
EV Eaton Vance Corp 2020-03-13 35,900 73.07 2,623,213

Holding Weightings of Smith Winthrop H Jr


Smith Winthrop H Jr Form 4 Trading Tracker

According to the SEC Form 4 filings, Smith Winthrop H Jr 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 acquisition of 6,900 shares on March 13, 2020, which cost Smith Winthrop H Jr around $205,206.

Insider Trading History of Smith Winthrop H Jr

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.

Smith Winthrop H Jr Trading Performance

GuruFocus tracks the stock performance after each of Smith Winthrop H Jr's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Smith Winthrop H Jr is 21.61%. GuruFocus also compares Smith Winthrop H Jr's trading performance to market benchmark return within the same time period. The performance of stocks bought by Smith Winthrop H Jr within 3 months outperforms 8 times out of 8 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Smith Winthrop H Jr's insider trading performs compared to the benchmark.

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

Performance of Smith Winthrop H Jr

Average Return

LIMIT
Average return per transaction

Outperforming Transactions

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6 out of 6 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) 4.15 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) 3.14 LIMIT LIMIT LIMIT LIMIT LIMIT

Smith Winthrop H Jr Ownership Network

Ownership Network List of Smith Winthrop H Jr

No Data

Ownership Network Relation of Smith Winthrop H Jr

Insider Network Chart


Smith Winthrop H Jr Owned Company Details

What does Eaton Vance Corp do?

Who are the key executives at Eaton Vance Corp?

Smith Winthrop H Jr is the director 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 other: Pres & CEO EV Distributors Inc Matthew J Witkos .

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

Smith Winthrop H Jr Mailing Address

Above is the net worth, insider trading, and ownership report for Smith Winthrop H Jr. Based on the public information released on the U.S. Securities and Exchange Commission (SEC) website, Smith Winthrop H Jr's mailing address is: 255 State Street Boston Ma 02109.