Welcome to our dedicated page for EV Senior Floating Rate SEC filings (Ticker: EFR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Eaton Vance Senior Floating-Rate Fund (Eaton Vance Senior Floating-Rate Trust, NYSE: EFR) SEC filings page on Stock Titan provides access to the fund’s regulatory documents as filed with the U.S. Securities and Exchange Commission. As a registered closed-end management investment company with common shares listed on the New York Stock Exchange, EFR files a range of documents that describe its governance, shareholder meetings, and material events.
Key filings include current reports on Form 8-K, which disclose significant developments affecting the fund. Recent 8-K filings for EFR have reported Board-related events, such as changes in the Chairperson of the Board and adjustments to the size of the Board following the passing of a former Chairperson. These filings confirm that EFR’s common shares of beneficial interest, with a stated par value, are registered under Section 12(b) of the Exchange Act and trade on the NYSE under the symbol EFR.
Another important category is the definitive proxy statement on Schedule 14A (DEF 14A). EFR’s proxy materials outline the agenda for annual meetings of shareholders, including the election of Trustees, the classification of the Board into different Trustee classes, and the voting rights of common shares and auction preferred shares. The proxy statement also provides details on the record date, the number of shares outstanding, and the procedures for voting by proxy or in person.
Through Stock Titan, users can review these filings with AI-powered summaries that explain the key points of lengthy documents in accessible language. For example, AI-generated overviews can highlight the main proposals in a proxy statement or summarize the core disclosure in an 8-K about Board changes. Real-time updates from the SEC’s EDGAR system ensure that new EFR filings appear promptly, allowing investors to track governance developments and shareholder actions as they are reported.
In addition to 8-K and DEF 14A documents, EFR’s broader filing history includes periodic reports and other materials that describe its operations as a closed-end fund investing in below investment grade floating rate loans. While the full text of each filing remains the authoritative source, Stock Titan’s tools help readers quickly identify the sections most relevant to topics such as Board composition, shareholder voting, and the fund’s listed share structure.
Eaton Vance Senior Floating-Rate Trust insider Catherine McDermott, identified as a portfolio manager, filed a Form 4 related to the fund’s shares.
The filing lists her relationship to the issuer but, in the provided content, the non-derivative and derivative tables do not show any specific securities acquired, disposed of, or beneficially owned.
Eaton Vance Senior Floating-Rate Trust has updated its prospectus to replace the financial highlights, providing detailed per-share data and performance for the years ended October 31, 2016 through 2025. For 2025, net asset value per common share started at $12.91 and ended at $12.39, with total investment return on net asset value of 5.06%, while the market price return was -2.27%. Net investment income for 2025 was $1.23 per common share, and total distributions to common shareholders were $1.10 per share. On a ratio basis, 2025 total expenses were 3.26% of average daily net assets applicable to common shares and net investment income was 9.73%. The Trust reports 2025 year-end net assets applicable to common shares of $365,788,000, notes payable of $110,000,000, asset coverage of $5,016 per $1,000 of notes, and 3,032 preferred shares outstanding with asset coverage of $74,235 per preferred share.
Eaton Vance Senior Floating-Rate Trust (EFR) reported a 1‑year total return of 5.06% at net asset value (NAV) for the period ended October 31, 2025, trailing its benchmark, the Morningstar LSTA US Leveraged Loan Index, which returned 6.32%. The return at market price was -2.27%, reflecting a persistent discount between trading price and NAV.
The shares traded at a 7.99% discount to NAV at period end. Over the year, the Fund paid total distributions of $1.10 per share, equating to an 8.23% distribution rate on NAV and 8.95% on market price. The portfolio uses significant leverage through auction preferred shares and borrowings, which together represented 33.6% of total leverage as of October 31, 2025.
The Fund invests primarily in below‑investment‑grade senior secured floating‑rate loans, with additional exposure to collateralized loan obligation debt and secured high‑yield bonds. Key risks highlighted include credit, leverage, liquidity, non‑investment‑grade, derivatives, foreign and emerging market, and market discount risks. The annual expense load borne by common shareholders, including interest, fees and preferred dividends, was 4.70% of average net assets. During the year, the portfolio management team transitioned, and as of June 12, 2025 it is led by Peter Campo, CFA, alongside Catherine C. McDermott and Daniel P. McElaney, CFA.
Eaton Vance Senior Floating-Rate Trust (EFR) reported an insider ownership update on SEC Form 5 for the fiscal year ended 10/31/2025. The reporting person acquired 646.122 common shares on 10/31/2025 in a transaction coded “J” at a stated price of $0, described as a “fiscal year end adjustment, DRIPS.”
After this transaction, the reporting person beneficially owned 11,146.122 common shares of EFR, held in direct ownership form. The filing is an annual statement of changes in beneficial ownership and indicates it was filed by one reporting person.
Eaton Vance Senior Floating-Rate Trust reported a change in its board leadership. Effective August 27, 2025, the Board of Trustees appointed Scott E. Wennerholm as Chairperson of the Board for a four-year term. He replaces Susan J. Sutherland, who had been acting Chairperson since August 9, 2025 following the passing of the former Chairperson. This reflects a move from interim to longer-term leadership at the board level.
Initial Form 3 filing shows that Peter Campo reported ownership of 500 common shares of Eaton Vance Senior Floating-Rate Trust (EFR) following an event on 06/12/2025. The filing lists the reporting person’s address in Boston and identifies the filer as an Officer (Portfolio Manager). No derivative securities are reported. The form is signed by an attorney-in-fact on 08/26/2025.
Eaton Vance Senior Floating-Rate Trust reported that its Board Chairperson, Mark R. Fetting, unexpectedly passed away on August 9, 2025. Susan J. Sutherland is serving as acting Chairperson of the Board, providing interim leadership. Effective August 12, 2025, the Board reduced its size from ten to nine members to reflect the vacancy.