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 2024-11-09. 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 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 Robert J Whelan has not made any transactions after 2012-08-06 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 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
LIMIT LIMIT 2008-02-29 other: Management Committee of EV
LIMIT LIMIT 2008-02-29 other: Management Committee of EV
LIMIT LIMIT 2007-11-01 other: Management Committee of EV
LIMIT LIMIT 2007-11-01 other: Management Committee of EV
LIMIT LIMIT 2007-11-01 other: Management Committee of EV
LIMIT LIMIT 2007-11-01 other: Management Committee of EV
LIMIT LIMIT 2007-11-01 other: Management Committee of EV
LIMIT LIMIT 2007-11-01 other: Management Committee of EV
LIMIT LIMIT 2007-11-01 other: Management Committee of EV
LIMIT LIMIT 2007-11-01 other: Management Committee of EV
LIMIT LIMIT 2007-11-01 other: Management Committee of EV
LIMIT LIMIT 2007-11-01 other: Management Committee of EV
LIMIT LIMIT 2007-11-01 other: Limited Power of Attorney
LIMIT LIMIT 2007-11-01 other: Management Committee of EV
LIMIT LIMIT 2007-11-01 other: Management Committee of EV
LIMIT LIMIT 2007-11-01 other: Management Committee of EV
LIMIT LIMIT 2007-11-01 other: Management Committee of EV
LIMIT LIMIT 2007-11-01 other: Management Committee of EV
LIMIT LIMIT 2007-11-01 other: Management Committee of EV
LIMIT LIMIT 2007-11-01 other: Management Committee of EV
LIMIT LIMIT 2007-11-01 other: Management Committee of EV
LIMIT LIMIT 2007-11-01 other: Management Committee of EV
LIMIT LIMIT 2007-11-01 other: Management Committee of EV
LIMIT LIMIT 2007-11-01 other: Management Committee of EV
LIMIT LIMIT 2007-11-01 other: Management Committee of EV
LIMIT LIMIT 2007-11-01 other: Management Committee of EV
LIMIT LIMIT 2007-11-01 other: Management Committe of EV
LIMIT LIMIT 2007-11-01 other: Management Committee of EV
LIMIT LIMIT 2007-11-01 other: Management Committee of EV
LIMIT LIMIT 2007-11-01 other: Management Committee of EV
LIMIT LIMIT 2007-11-01 other: Management Committee of EV
LIMIT LIMIT 2007-11-01 other: Management Committee of EV
LIMIT LIMIT 2007-11-01 other: Management Committee of EV
LIMIT LIMIT 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

Insider Network Chart

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.