ETO portfolio manager updates direct and spousal share holdings
Rhea-AI Filing Summary
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) reported an update on insider holdings for portfolio manager Deidre Walsh for the fiscal year ended 10/31/2025. The filing shows small increases in common share ownership through a dividend reinvestment plan, noted as a "fiscal year end adjustment, DRIPS."
Directly held common shares rose by 47.122 shares at a stated price of $0, bringing the year-end direct position to 1,047.122 shares. An additional 256.834 common shares were acquired and are reported as indirectly owned "By Spouse," bringing indirect holdings to 3,360.771 shares. No derivative securities are reported in this statement.
Positive
- None.
Negative
- None.
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
DiGregorio Derek
Role
Insider
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Other | Common Shares | 47.122 | $0.00 | $0.00 |
| Other | Common Shares | 256.834 | $0.00 | $0.00 |
Holdings After Transaction:
Common Shares — 1,047.122 shares (Direct);
Common Shares — 3,360.771 shares (Indirect, By Spouse)
Footnotes (1)
- F1. fiscal year end adjustment, DRIPS
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What does the ETO Form 5 filing report for insider holdings?
The Form 5 shows that ETO portfolio manager Deidre Walsh updated her beneficial ownership of common shares for the fiscal year ended 10/31/2025, reflecting small dividend reinvestment adjustments.
What transactions are disclosed in this ETO Form 5?
The Form 5 lists two common share transactions on 10/31/2025 with transaction code J, adding 47.122 shares to direct holdings and 256.834 shares to indirect holdings at a stated price of $0 each.
Are any derivative securities reported for the ETO insider in this Form 5?
No entries appear in Table II, so no derivative securities are reported as acquired, disposed of, or beneficially owned in this statement.