Duncan W. Richardson is President & VP at EATON VANCE CORP (EV). They have made 102 open-market trades across 13 companies since 2007, most recently 2014-01-14.
CIK 0001257596
Unrated. We grade insiders only on stock they chose to buy on the open market. Grants, option exercises and vesting say nothing about timing, so they don't count — which is why someone can file often and still have no grade. It isn't a bad sign: unrated buys beat every graded tier below A.
95 open-market purchases totalling $1.9M since 2007, against 7 sales. Across 75 scored buys the stock is down 0.4% at ninety days, and 0.7 points behind the S&P over the same stretch.
75 scored purchases · one row per filing · discretionary only
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 12% | 51% | 51% |
| Avg Move | -5.8% | -0.4% | -0.4% |
| Alpha | -29.7% | -0.7% | -0.7% |
| Scored | 75 | 75 | 75 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| EV | SELL | 2013-11-06 | 2013-11-06 | $5.28 | $235K | -12.2% | +0.8% | +0.8% |
| EV | SELL | 2012-12-10 | 2012-12-12 | $31.85 | $8.4M | -12.2% | +0.8% | +0.8% |
| EV | SELL | 2012-10-04 | 2012-10-05 | $28.88 | $6.7M | -12.2% | +0.8% | +0.8% |
| EV | SELL | 2011-10-25 | 2011-10-26 | $24.30 | $2.4M | -12.2% | +0.8% | +0.8% |
| EXG | BUY | 2011-08-09 | 2011-08-09 | $8.54 | $85K | -6.2% | +0.2% | +0.2% |
| ETJ | BUY | 2011-08-09 | 2011-08-09 | $10.35 | $104K | -5.5% | +0.3% | +0.3% |
| EOS | BUY | 2011-08-09 | 2011-08-09 | $9.69 | $97K | +0.9% | -0.7% | -0.7% |
| EV | SELL | 2011-08-04 | 2011-08-05 | $24.27 | $2.2M | -12.2% | +0.8% | +0.8% |
| ETJ | BUY | 2011-04-26 | 2011-04-27 | $12.35 | $62K | -5.5% | +0.3% | +0.3% |
| EOI | BUY | 2011-04-26 | 2011-04-27 | $12.20 | $61K | -8.6% | -1.3% | -1.3% |
| ETB | BUY | 2011-04-26 | 2011-04-27 | $13.55 | $27K | N/A | N/A | N/A |
| ETW | BUY | 2011-04-26 | 2011-04-27 | $12.40 | $25K | N/A | N/A | N/A |
| ETY | BUY | 2011-04-26 | 2011-04-27 | $11.17 | $56K | -7.5% | -1.5% | -1.5% |
| ETV | BUY | 2011-04-26 | 2011-04-27 | $12.97 | $26K | N/A | N/A | N/A |
| EXG | BUY | 2011-04-26 | 2011-04-27 | $10.89 | $54K | -6.2% | +0.2% | +0.2% |
| EV | SELL | 2010-10-21 | 2010-10-22 | $29.63 | $3.8M | -12.2% | +0.8% | +0.8% |
| EV | SELL | 2009-09-18 | 2009-09-21 | $29.67 | $2.1M | -12.2% | +0.8% | +0.8% |
| ETJ | BUY | 2008-10-27 | 2008-10-28 | $15.88 | $16K | -5.5% | +0.3% | +0.3% |
| ETV | BUY | 2008-10-27 | 2008-10-28 | $10.20 | $5K | N/A | N/A | N/A |
| ETY | BUY | 2008-10-27 | 2008-10-28 | $10.20 | $5K | -7.5% | -1.5% | -1.5% |
| ETW | BUY | 2008-10-27 | 2008-10-28 | $9.08 | $5K | N/A | N/A | N/A |
| ETB | BUY | 2008-10-27 | 2008-10-28 | $10.50 | $5K | N/A | N/A | N/A |
| ETO | BUY | 2008-10-27 | 2008-10-28 | $12.25 | $12K | -5.7% | -1.0% | -1.0% |
| ETG | BUY | 2008-10-27 | 2008-10-28 | $9.93 | $10K | -7.2% | +0.5% | +0.5% |
| EOS | BUY | 2008-10-27 | 2008-10-28 | $10.13 | $10K | +0.9% | -0.7% | -0.7% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.
| ETJ |
| 35,500 |
| $283K |
| ETY | 19,000 | $263K |
| EVN | 11,000 | $106K |
| ETW | 14,000 | — |
| ETV | 12,000 | — |
| ETB | 10,500 | — |
| Total | $18.0M |
Shares reported on the most recent Form 4, priced at the 2014-01-15 close. 3 holdings could not be priced and are excluded from the total.