Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| FACTSET RESEARCH SYSTEMS INC | 1,074 | reported | 15 Jan 2026 | tx 4+2,846 |
| EATON VANCE CORP | 0 | reported | 01 Mar 2021 | tx 167+1,235,483−1,322,396 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 Jan 2026 | GRANT_AWARD | FACTSET RESEARCH SYSTEMS INC | 439 | 0.00 USD | |
| 15 Jan 2026 | GRANT_AWARD | FACTSET RESEARCH SYSTEMS INC | 1,074 | 0.00 USD | deriv |
| 15 Jan 2025 | GRANT_AWARD | FACTSET RESEARCH SYSTEMS INC | 409 | 0.00 USD | |
| 15 Jan 2025 | GRANT_AWARD | FACTSET RESEARCH SYSTEMS INC | 924 | 0.00 USD | deriv |
| 01 Mar 2021 | OTHER | EATON VANCE CORP | 208,401 | 0.00 USD | |
| 01 Mar 2021 | OTHER | EATON VANCE CORP | 18,623 | 0.00 USD | |
| 01 Mar 2021 | OTHER | EATON VANCE CORP | 18,623 | 0.00 USD | |
| 01 Mar 2021 | OTHER | EATON VANCE CORP | 9,080 | 0.00 USD | |
| 01 Mar 2021 | OTHER | EATON VANCE CORP | 51,000 | 36.24 USD | deriv |
| 01 Mar 2021 | OTHER | EATON VANCE CORP | 51,915 | 26.85 USD | deriv |
| 01 Mar 2021 | OTHER | EATON VANCE CORP | 55,104 | 27.50 USD | deriv |
| 01 Mar 2021 | OTHER | EATON VANCE CORP | 34,840 | 22.33 USD | deriv |
| 01 Mar 2021 | OTHER | EATON VANCE CORP | 58,380 | 38.16 USD | deriv |
| 01 Mar 2021 | OTHER | EATON VANCE CORP | 32,240 | 31.10 USD | deriv |
| 01 Mar 2021 | OTHER | EATON VANCE CORP | 20,861 | 44.77 USD | deriv |
| 01 Mar 2021 | OTHER | EATON VANCE CORP | 51,360 | 36.29 USD | deriv |
| 14 Oct 2020 | GIFT | EATON VANCE CORP | 5,100 | 61.43 USD | |
| 07 Oct 2020 | TAX_WITHHOLDING | EATON VANCE CORP | 14,537 | 40.94 USD | |
| 28 Oct 2019 | GIFT | EATON VANCE CORP | 11,307 | 45.88 USD | |
| 31 Oct 2016 | TAX_WITHHOLDING | EATON VANCE CORP | 2,852 | 35.06 USD | |
| 01 Nov 2019 | TAX_WITHHOLDING | EATON VANCE CORP | 1,626 | 46.15 USD | |
| 03 Nov 2019 | TAX_WITHHOLDING | EATON VANCE CORP | 1,196 | 46.15 USD | |
| 02 Nov 2019 | TAX_WITHHOLDING | EATON VANCE CORP | 853 | 46.15 USD | |
| 01 Nov 2019 | GRANT_AWARD | EATON VANCE CORP | 10,967 | 0.00 USD | |
| 01 Nov 2019 | GRANT_AWARD | EATON VANCE CORP | 51,915 | 0.00 USD | deriv |