Eaton Vance ETO insider DRIP adds 267.228 shares on Form 5
Rhea-AI Filing Summary
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) reported an annual update of insider holdings on Form 5 for the fiscal year ended 10/31/2025. The reporting person, identified as an "Other" related party rather than a director or officer, filed individually.
The filing shows an acquisition of 267.228 common shares of ETO on 10/31/2025, coded as transaction type "J" and described as a fiscal year end adjustment related to a dividend reinvestment plan (DRIP). These shares were acquired at a stated price of $0 under the plan, bringing the reporting person's total directly owned position to 6,267.228 common shares at fiscal year-end.
The report indicates no derivative securities activity, with Table II left blank, suggesting that the reporting person's beneficial ownership in this filing consists solely of ETO common shares.
Positive
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Negative
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FAQ
What does the ETO Form 5 filing report for the fiscal year ended 10/31/2025?
The Form 5 for Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) reports the reporting person’s annual beneficial ownership as of 10/31/2025, including changes in common shares held during the fiscal year.
How many ETO shares did the reporting person acquire in this Form 5?
The filing shows that the reporting person acquired 267.228 common shares of ETO on 10/31/2025, recorded as a transaction coded "J".
What is the total number of ETO shares owned by the insider at year-end?
At the end of the issuer’s fiscal year on 10/31/2025, the reporting person beneficially owned 6,267.228 common shares of ETO in direct ownership form.
What is the nature of the ETO share transaction reported on Form 5?
The transaction is described as a fiscal year end adjustment related to a dividend reinvestment plan (DRIP), with the 267.228 shares acquired at a stated price of $0 under the plan.
Does this ETO Form 5 report any derivative securities such as options or warrants?
No. Table II for derivative securities is blank, indicating that no derivative securities were reported as acquired, disposed of, or beneficially owned by the reporting person in this filing.
Is the ETO Form 5 filed by one or multiple reporting persons?
The cover information indicates that the Form 5 is filed by one reporting person, not a group or joint filing.