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EOI insider purchases from Mar–Sep 2025 raise holdings to 3,770.508

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
5

Rhea-AI Filing Summary

Eaton Vance Enhanced Equity Income Fund (EOI) Form 5 shows annual changes in beneficial ownership for reporting person Quinton Keith. The filing lists a series of non-derivative common-share acquisitions on 03/28/2025, 04/29/2025, 05/29/2025, 06/27/2025, 07/30/2025, 08/28/2025, and 09/29/2025; each entry is labeled with transaction code J and shows per-share prices ranging from $18.75 to $21.38. The reported beneficial ownership at fiscal year-end is 3,770.508 common shares, held directly. No derivative securities are reported. The form is signed by Deidre Walsh, Attorney in Fact on 10/09/2025.

Positive

  • Consistent monthly acquisitions recorded on seven dates from 03/28/2025 to 09/29/2025
  • Closing direct beneficial ownership of 3,770.508 common shares at fiscal year‑end
  • All transactions reported with explicit per‑share prices ranging from $18.75 to $21.38

Negative

  • None.

Insights

TL;DR: The filing documents steady, direct share purchases that raised reported holdings to 3,770.508 shares by year‑end.

The sequence of seven dated entries from 03/28/2025 through 09/29/2025 each records additions of roughly 23–26 shares at prices between $18.75 and $21.38, indicating recurring acquisition activity rather than single large trades. The ownership is reported as direct, and no derivative positions are listed, simplifying the ownership profile.

This pattern reduces ambiguity about leverage or complex incentives tied to options. Investors tracking insider accumulation can note the steady purchases across the six‑month span ending the fiscal year; absent additional context, interpretations about intent should not be made.

SEC Form 5
FORM 5 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

ANNUAL STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0362
Estimated average burden
hours per response: 1.0
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Form 3 Holdings Reported.
Form 4 Transactions Reported.
1. Name and Address of Reporting Person*
QUINTON KEITH

(Last) (First) (Middle)
ONE POST OFFICE SQUARE

(Street)
BOSTON MA 02109

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
Eaton Vance Enhanced Equity Income Fund [ EOI ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
Officer (give title below) X Other (specify below)
Trustee
3. Statement for Issuer's Fiscal Year Ended (Month/Day/Year)
09/30/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned at end of Issuer's Fiscal Year (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Amount (A) or (D) Price
Common Shares 03/28/2025 J 25.464 A $18.92 3,625.464 D
Common Shares 04/29/2025 J 25.867 A $18.75 3,651.331 D
Common Shares 05/29/2025 J 24.552 A $19.9 3,675.883 D
Common Shares 06/27/2025 J 23.69 A $20.76 3,699.573 D
Common Shares 07/30/2025 J 23.63 A $20.95 3,723.203 D
Common Shares 08/28/2025 J 23.302 A $21.38 3,746.505 D
Common Shares 09/29/2025 J 24.003 A $20.88 3,770.508 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
(A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
Deidre Walsh, Attorney in Fact 10/09/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What did the Form 5 for EOI disclose about Quinton Keith's holdings?

The Form 5 shows direct ownership of 3,770.508 common shares at fiscal year‑end and lists seven acquisition transactions between 03/28/2025 and 09/29/2025.

How many purchase transactions are listed and what were the prices?

Seven transactions are listed, with per‑share prices of $18.92, $18.75, $19.90, $20.76, $20.95, $21.38, and $20.88.

Are any derivative securities reported for EOI in this Form 5?

No. Table II for derivative securities contains no reported entries, indicating no derivative holdings disclosed on this form.

Who signed the Form 5 and when was it signed?

The form is signed by Deidre Walsh, Attorney in Fact on 10/09/2025.

How is the reported ownership held?

The filing shows the ownership form as Direct (D) for the reported common shares.
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