Eaton Vance (NYSE: EVT) portfolio manager files Form 5/A on year-end share adjustment
Rhea-AI Filing Summary
Eaton Vance Tax-Advantaged Dividend Income Fund insider reporting shows a small change in ownership by a portfolio manager for the fiscal year ended 10/31/2025. The Form 5, filed for one reporting person, discloses that the insider acquired 49.9 common shares on 10/31/2025 in a transaction coded "J" at a stated price of $0, described as a fiscal year-end adjustment related to dividend reinvestment (DRIPs. Following this change, the insider beneficially owned 1,049.9 common shares directly at year-end. The filing is marked as an amendment, with an explanation that the change updates the reported share quantity.
Positive
- None.
Negative
- None.
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
DiGregorio Derek
Role
Insider
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Other | Common Shares | 49.9 | $0.00 | $0.00 |
Holdings After Transaction:
Common Shares — 1,049.9 shares (Direct)
Footnotes (2)
- F1. fiscal year end adjustment, DRIPS
- F2. Amendment to update quantity.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What does Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) disclose in this Form 5/A?
The filing reports an insider portfolio manager’s annual change in beneficial ownership, reflecting a small increase in directly held common shares for the fiscal year ended 10/31/2025.
What is the insider’s total beneficial ownership of EVT after the reported transaction?
After the reported transaction, the insider beneficially owned 1,049.9 common shares of Eaton Vance Tax-Advantaged Dividend Income Fund, held as direct ownership at the end of the fiscal year.
Why is this EVT Form 5 labeled as an amendment (Form 5/A)?
The filing notes that it is an amendment to update quantity, indicating the share amount previously reported has been corrected or adjusted.
What is the reporting person’s relationship to Eaton Vance Tax-Advantaged Dividend Income Fund (EVT)?
The reporting person is identified as an officer of the fund, with the specified role of Portfolio Manager, and files individually as one reporting person.