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SEC reporting owner

Whelan Robert J SEC insider disclosures

Explore Whelan Robert J's reporting-owner identity, issuer relationships, purchases, sales and SEC filing receipts.

As of 2026-10-14T07:26:40.310Z

Reporting owner CIK
0001312144
Issuers
44
Coverage
verified
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What is a Form 4?

Animation: what a Form 4 is, shown with one real example. Sonic Automotive (SAH) reporting owner Paul P. Rusnak bought 13,701 shares at $59.78 on Wednesday, October 7, 2026, transaction code P, an open-market purchase (S is a sale and A is an award from the company). A timeline marks the SEC's two-business-day filing deadline, which ends Friday, October 9. The SEC accepted the Form 4 at 4:33:21 PM ET on October 9, and NexusTrade treats it as public one minute later, at 4:34:21 PM ET. A lamp for NexusTrade's InsiderTrades indicator stays off from the trade date until that moment, then counts one purchase worth 13,701 × $59.78 = $819,045.78.
In this example the shares were bought on Oct 7, 2026, and NexusTrade's InsiderTrades indicator can count the purchase starting at 4:34:21 PM ET on Oct 9, one minute after the SEC accepted the Form 4.

A Form 4 is the SEC filing a company insider, such as an officer, director or 10% owner, uses to report a trade in the company's stock, generally within two business days. The animation follows one real filing as an example: Paul P. Rusnak's purchase of Sonic Automotive (SAH) shares on October 7, 2026.

The same reading applies to every row on this page. The trade date is when the shares changed hands. The available date is when NexusTrade treats the filing as public, and a NexusTrade InsiderTrades indicator counts a purchase (code P) or sale (code S) only from that moment. Code A awards are not counted as purchases.

Issuer relationships

A reporting-owner CIK identifies the filer across issuer relationships and name aliases. A filer may be an individual or an organization; the filing role is the relevant evidence.

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BOSTON PRIVATE FINANCIAL HOLDINGS INC0000821127BPFHYesNo
Eaton Vance Risk-Managed Diversified Equity Income Fund0001395325ETJNoNo
Eaton Vance Tax-Managed Global Diversified Equity Income Fund0001379438EXGNoNo
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund0001322435ETWNoNo
Eaton Vance Tax-Managed Diversified Equity Income Fund0001340736ETYNoNo
Eaton Vance Tax-Managed Buy-Write Opportunities Fund0001322436ETVNoNo
Eaton Vance Tax-Managed Buy-Write Income Fund0001308927ETBNoNo
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund0001281926ETONoNo
EATON VANCE TAX ADVANTAGED GLOBAL DIVIDEND INCOME FUND0001270523ETGNoNo
EATON VANCE TAX ADVANTAGED DIVIDEND INCOME FUND0001253327EVTNoNo
Eaton Vance Short Duration Diversified Income Fund0001287498EVGNoNo
EATON VANCE SENIOR FLOATING RATE TRUST0001258623EFRNoNo
Eaton Vance Floating-Rate Income Trust0001288992EFTNoNo
EATON VANCE LTD DURATION INCOME FUND0001222922EVVNoNo
Eaton Vance Enhanced Equity Income Fund II0001308335EOSNoNo
Eaton Vance Enhanced Equity Income Fund0001300391EOINoNo
Eaton Vance Credit Opportunities Fund0001340735EOENoNo
EATON VANCE INSURED PENNSYLVANIA MUNICIPAL BOND FUND0001196877EIPNoNo
EATON VANCE INSURED OHIO MUNICIPAL BOND FUND0001196876EIONoNo
EATON VANCE INSURED NEW YORK MUNICIPAL BOND FUND II0001196875NYHNoNo
EATON VANCE INSURED NEW YORK MUNICIPAL BOND FUND0001177162ENXNoNo
EATON VANCE INSURED NEW JERSEY MUNICIPAL BOND FUND0001196874EMJNoNo
EATON VANCE INSURED MUNICIPAL BOND FUND II0001196867EIVNoNo
EATON VANCE INSURED MUNICIPAL BOND FUND0001176984EIMNoNo
EATON VANCE INSURED MICHIGAN MUNICIPAL BOND FUND0001196872MIWNoNo
EATON VANCE INSURED MASSACHUSETTS MUNICIPAL BOND FUND0001196871MABNoNo
EATON VANCE INSURED FLORIDA PLUS MUNICIPAL BOND FUND0001196870EIFNoNo
EATON VANCE INSURED CALIFORNIA MUNICIPAL BOND FUND II0001196869EIANoNo
EATON VANCE INSURED CALIFORNIA MUNICIPAL BOND FUND0001177161EVMNoNo
EATON VANCE PENNSYLVANIA MUNICIPAL INCOME TRUST0001074687EVPNoNo
EATON VANCE OHIO MUNICIPAL INCOME TRUST0001074686EVONoNo
EATON VANCE NEW YORK MUNICIPAL INCOME TRUST0001074685EVYNoNo
EATON VANCE NEW JERSEY MUNICIPAL INCOME TRUST0001074691EVJNoNo
EATON VANCE MUNICIPAL INCOME TRUST0001074540EVNNoNo
EATON VANCE MICHIGAN MUNICIPAL INCOME TRUST0001074688EMINoNo
EATON VANCE MASSACHUSETTS MUNICIPAL INCOME TRUST0001074690MMVNoNo
EATON VANCE FLORIDA PLUS MUNICIPAL INCOME TRUST0001074684FEVNoNo
EATON VANCE CALIFORNIA MUNICIPAL INCOME TRUST0001074692CEVNoNo
EATON VANCE INSTITUTIONAL SENIOR FLOATING RATE FUND0001080310EIFRXNoNo
EATON VANCE ADVISERS SENIOR FLOATING RATE FUND0001056289EAFRXNoNo
EV CLASSIC SENIOR FLOATING RATE FUND /MA/0000910409ECFRXNoNo
EATON VANCE PRIME RATE RESERVES0000850025EVPRXNoNo
EATON VANCE SENIOR INCOME TRUST0001070732EVFNoNo
EATON VANCE CORP0000350797EVYesNo

Recent SEC transactions

Code P identifies a purchase, S a sale and A an award. Awards and open-market purchases describe different events. Use the public availability date when deciding when a researcher could have known about the transaction.

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Up to 50 transactions from the recent two-year owner window.

Source evidence and strategy eligibility

The transactions below come from filings; a historical tracker separately simulates following eligible events. Joint filers can report the same transaction, and an owner can have filings at multiple companies. Public availability, amendment lineage and verified coverage determine which events a historical tracker may use.

The current directory marks this owner's filing coverage verified.