| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| Eric Stein | President, Portfolio Manager | $4,691 | 31 Mar 2023 | ||
| Catherine McDermott | Portfolio Manager | 31 Dec 2025 | |||
| Peter Campo | Portfolio Manager | 31 Dec 2025 | |||
| Justin Bourgette | Portfolio Manager | 31 Mar 2025 | |||
| Kelley Gerrity | Portfolio Manager | 30 Sep 2025 | |||
| Tara O'Brien | Portfolio Manager | 01 Jun 2023 | |||
| Paloma Partners Management Co | 10%+ Owner | 21 Feb 2023 | |||
| Kimberly M. Roessiger | Secretary | 04 Feb 2022 | |||
| Jill Damon | Secretary | 14 Dec 2022 | |||
| Maureen A. Gemma | Secretary | 30 Jun 2021 | |||
| Thomas E. Faust Jr. | Management Committee of EV | 03 Aug 2023 | |||
| Alan C. Bowser | Trustee | 04 Jan 2023 | |||
| Kenneth A. Topping | President | 18 Oct 2023 | |||
| Nancy A. Wiser | Trustee | 04 Apr 2022 | |||
| Nicholas DiLorenzo | Secretary | 14 Dec 2022 | |||
| Anchal Pachnanda | Officer | 01 Apr 2023 | |||
| Laura Donovan | Eaton Vance CCO | 01 Jan 2024 | |||
| Clifton B. Hunt | Portfolio Manager | 17 Apr 2024 | |||
| Keith Quinton | Trustee | 01 Dec 2022 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Eric Stein | EVV | Common Shares | Other | 12.5% | 50.09 | 450 | 31 Mar 2023 | Direct | ||
| Paloma Partners Management Co | EVV | Series E Auction Preferred Shares | Sale | -100% | -134 | 0 | 21 Feb 2023 | See Explanation of Responses | ||
| Paloma Partners Management Co | EVV | Series D Auction Preferred Shares | Sale | -100% | -154 | 0 | 21 Feb 2023 | See Explanation of Responses | ||
| Paloma Partners Management Co | EVV | Series C Auction Preferred Shares | Sale | -100% | -366 | 0 | 21 Feb 2023 | See Explanation of Responses | ||
| Paloma Partners Management Co | EVV | Series B Auction Preferred Shares | Sale | -100% | -164 | 0 | 21 Feb 2023 | See Explanation of Responses | ||
| Paloma Partners Management Co | EVV | Series A Auction Preferred Shares | Sale | -100% | -194 | 0 | 21 Feb 2023 | See Explanation of Responses | ||
| Keith Quinton | EVV | Common Shares | Sale | -100% | $83,440 | $10.43 | -8,000 | 0 | 01 Dec 2022 | Direct |
| Eric Stein | EVV | Common Shares | Other | 9.76% | 35.55 | 400 | 31 Mar 2022 | Direct | ||
| Keith Quinton | EVV | Common Shares | Purchase | $104,765 | $13.10 | 8,000 | 8,000 | 23 Dec 2021 | Direct |