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RJ

Robert J. Whelan

Boston Private Financial Holdings IncEaton Vance Corp
Total declarations
35
Companies
2
▲ Purchases (0 ops.)
—
▼ Sales (10 ops.)
€458k

Latest filing published 08 Aug 2012 for EATON VANCE CORP, €261k.

Insider track record

Disclosed buys
0
Disclosed sells
10
Signal history

No signal scores available.

Robert J. Whelan: trading record in brief

Robert J. Whelan has filed trades across 2 companies (mainly through SEC (Form 4)), most often in Eaton Vance Corp and Boston Private Financial Holdings Inc. Over a trading history stretching from 17 February 2006 to 6 August 2012, the count stands at 35 filings.

No open-market purchase appears, only 10 sales worth €458k. The amount is not disclosed for 1 filing. Outside the open market, there are 21 share grants and 1 option exercise. Since January 2012: no purchases and 2 sales on the market.

The latest filing, published on 8 August 2012, reports an option exercise of €261k in Eaton Vance Corp. Between a trade and the moment it shows up on SEC (Form 4), the median delay is 2 days. Section 16 rules allow two business days to file each Form 4. Selling is not necessarily a view on the stock: liquidity needs and diversification are common motives. This summary is built from SEC (Form 4) disclosures alone and does not predict where the share price will go.

Companies and markets linked to Robert J. Whelan

Open company profiles for insider transactions, fundamentals and analyst consensus when available.

Declarations30 total
  • ◇
    ExecutivesEaton Vance Corp
    323,583 USD0SEC
    14,715 shares@ US$21.99Eaton Vance Corp. Non-voting Common StockSEC:0001225208-12-017459:0
  • ▼
    ExecutivesEaton Vance Corp
    393,479 USD0SEC
    14,715 shares@ US$26.74Eaton Vance Corp. Non-voting Common StockSEC:0001225208-12-017459:1
  • ◆
    Chief Financial OfficerExecutivesEaton Vance Corp
    12,469 USD0SEC
    527 shares@ US$23.66Eaton Vance Corp. Non-voting Common StockSEC:0001225208-12-007783:0
  • ●
    Chief Financial OfficerExecutivesEaton Vance Corp
    0SEC
    18,623 shares0Voting Trust ReceiptSEC:0001225208-12-007783:1
  • ▼
    Chief Financial OfficerExecutivesEaton Vance Corp
    74,306 USD0SEC
    18,623 shares@ US$3.99Eaton Vance Corp. Common Stock (Voting)SEC:0001225208-12-007783:2
  • ▼
    Chief Financial OfficerExecutivesEaton Vance Corp
    27,723 USD0SEC
    1,063 shares@ US$26.08Eaton Vance Corp. Non-voting Common StockSEC:0001225208-11-024386:0
  • ◆
    Chief Financial OfficerExecutivesEaton Vance Corp
    0SEC
    9,040 shares0Eaton Vance Corp. Non-voting Common StockSEC:0001225208-11-024286:0
  • ▼
    Chief Financial OfficerExecutivesEaton Vance Corp
    22,179 USD0SEC
    862 shares@ US$25.73Eaton Vance Corp. Non-voting Common StockSEC:0001225208-11-024286:1
  • ▼
    Chief Financial OfficerExecutivesEaton Vance Corp
    17,023 USD0SEC
    656 shares@ US$25.95Eaton Vance Corp. Non-voting Common StockSEC:0001225208-11-024286:2
  • ▼
    Chief Financial OfficerExecutivesEaton Vance Corp
    11,485 USD0SEC
    394 shares@ US$29.15Eaton Vance Corp. Non-voting Common StockSEC:0001225208-11-018162:2
  • ▼
    Chief Financial OfficerExecutivesEaton Vance Corp
    18,501 USD0SEC
    606 shares@ US$30.53Eaton Vance Corp. Non-voting Common StockSEC:0001225208-10-024346:0
  • ◆
    Chief Financial OfficerExecutivesEaton Vance Corp
    0SEC
    10,480 shares0Eaton Vance Corp. Non-voting Common StockSEC:0001225208-10-024186:0
  • ▼
    Chief Financial OfficerExecutivesEaton Vance Corp
    8,747 USD0SEC
    295 shares@ US$29.65Eaton Vance Corp. Non-voting Common StockSEC:0001225208-10-024186:1
  • ▼
    Chief Financial OfficerExecutivesEaton Vance Corp
    9,897 USD0SEC
    332 shares@ US$29.81Eaton Vance Corp. Non-voting Common StockSEC:0001225208-10-024186:2
  • ◆
    Chief Financial OfficerExecutivesEaton Vance Corp
    112,500 USD0SEC
    3,757 shares@ US$29.944Eaton Vance Corp. Non-voting Common StockSEC:0001225208-10-017179:0
  • ◆
    Chief Financial OfficerExecutivesEaton Vance Corp
    12,474 USD0SEC
    492 shares@ US$25.353Eaton Vance Corp. Non-voting Common StockSEC:0001225208-10-017179:1
  • ▼
    Chief Financial OfficerExecutivesEaton Vance Corp
    0SEC
    315 shares0Eaton Vance Corp. Non-voting Common StockSEC:0001225208-10-017179:2
  • ◆
    Chief Financial OfficerExecutivesEaton Vance Corp
    0SEC
    12,740 shares0Eaton Vance Corp. Non-voting Common StockSEC:0001225208-09-021674:1
  • ◆
    Chief Financial OfficerExecutivesEaton Vance Corp
    17,881 USD0SEC
    625 shares@ US$28.61Eaton Vance Corp. Non-voting Common StockSEC:0001225208-09-021674:2
  • ◆
    Chief Financial OfficerExecutivesEaton Vance Corp
    199,977 USD0SEC
    11,460 shares@ US$17.45Eaton Vance Corp. Non-voting Common StockSEC:0001225208-09-015674:0
  • ◆
    Chief Financial OfficerExecutivesEaton Vance Corp
    11,518 USD0SEC
    582 shares@ US$19.79Eaton Vance Corp. Non-voting Common StockSEC:0001225208-09-015674:1
  • ◆
    Chief Financial OfficerExecutivesEaton Vance Corp
    7,738 USD0SEC
    311 shares@ US$24.88Eaton Vance Corp. Non-voting Common StockSEC:0001225208-09-015674:2
  • ◆
    Chief Financial OfficerExecutivesEaton Vance Corp
    12,474 USD0SEC
    630 shares@ US$19.80Eaton Vance Corp. Non-voting Common StockSEC:0000350797-08-000070:0
  • ◆
    Chief Financial OfficerExecutivesEaton Vance Corp
    4,287 USD0SEC
    194 shares@ US$22.10Eaton Vance Corp. Non-voting Common StockSEC:0000350797-08-000070:1
  • ◆
    Chief Financial OfficerExecutivesEaton Vance Corp
    7,180 USD0SEC
    203 shares@ US$35.37Eaton Vance Corp. Non-voting Common StockSEC:0000350797-08-000028:1

25 of 30 declarations