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Portfolio manager for EVV (NYSE: EVV) submits insider Form 4 filing

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Eaton Vance Ltd Duration Income Fund insider Gerrity Kelley filed a Form 4 as a portfolio manager of the fund. The filing identifies Kelley’s relationship to the issuer and lists an earliest transaction date of 09/30/2025, but the provided excerpt shows no detailed security transactions.

Positive

  • None.

Negative

  • None.
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

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: 3235-0287
Estimated average burden
hours per response: 0.5
X
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Gerrity Kelley

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

(Street)
BOSTON MA 02109

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
Eaton Vance Ltd Duration Income Fund [ EVV ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
Officer (give title below) X Other (specify below)
Portfolio Manager
3. Date of Earliest Transaction (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 Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
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)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
Deidre Walsh, Attorney in Fact 11/07/2025
** 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

Who is the reporting person in the EVV Form 4 filing?

The reporting person is Gerrity Kelley, identified in the Form 4 as a portfolio manager of Eaton Vance Ltd Duration Income Fund. The filing establishes this relationship to the issuer and confirms the form is filed by a single reporting person.

What is the relationship of Gerrity Kelley to Eaton Vance Ltd Duration Income Fund (EVV)?

Gerrity Kelley is listed as a Portfolio Manager of Eaton Vance Ltd Duration Income Fund. The relationship box on the form marks the “Other” category and specifies Portfolio Manager, rather than director, officer, or 10% owner roles.

What is the earliest transaction date reported in this EVV Form 4?

The earliest transaction date shown is 09/30/2025. This date appears in the section labeled Date of Earliest Transaction, indicating when the first reportable event covered by this Form 4 occurred, based on the information in the excerpt.

Is this EVV Form 4 filed by an individual or multiple reporting persons?

The Form 4 is filed by one reporting person. The section on individual or joint/group filing has the line checked for “Form filed by One Reporting Person,” confirming that only Gerrity Kelley is covered by this report.

Does the provided EVV Form 4 excerpt list specific share transactions?

The excerpt includes the standard Table I and Table II headers for non-derivative and derivative securities, but no specific amounts, prices, or transaction codes are shown in the visible content, so individual trade details are not available here.

Who signed the EVV Form 4 and on what date?

The Form 4 is signed by Deidre Walsh as Attorney in Fact. The signature block shows a signing date of 11/07/2025, indicating when the form was executed on behalf of the reporting person.
EV Limited Duration Income

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