James B Hawkes - Net Worth and Insider Trading

James B Hawkes Net Worth

The estimated net worth of James B Hawkes is at least $431 Million dollars as of 2024-04-27. James B Hawkes is the CEO of Eaton Vance Corp and owns about 5,070,123 shares of Eaton Vance Corp (EV) stock worth over $370 Million. James B Hawkes is the Director of Victory Capital Holdings Inc and owns about 1,167,607 shares of Victory Capital Holdings Inc (VCTR) stock worth over $60 Million. James B Hawkes is also the Vice President of Eaton Vance Ltd Duration Income Fund and owns about 1,900 shares of Eaton Vance Ltd Duration Income Fund (EVV) stock worth over $17,936. Details can be seen in James B Hawkes's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that James B Hawkes has not made any transactions after 2022-06-14 and currently still holds the listed stock(s).

Transaction Summary of James B Hawkes

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James B Hawkes Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, James B Hawkes owns 38 companies in total, including Victory Capital Holdings Inc (VCTR) , Eaton Vance Senior Income Trust (EVF) , and Eaton Vance Municipal Income Trust (EVN) among others .

Click here to see the complete history of James B Hawkes’s form 4 insider trades.

Insider Ownership Summary of James B Hawkes

Ticker Comapny Transaction Date Type of Owner
VCTR Victory Capital Holdings Inc 2022-06-14 director
EVF Eaton Vance Senior Income Trust 2007-11-06 President
EVN Eaton Vance Municipal Income Trust 2007-11-01 Vice President
EVY Eaton Vance NY Muni Income Trust 2007-11-01 Vice President
EVO Eaton Vance Ohio Municipal Income Trust 2007-11-01 Vice President
EVP Eaton Vance PA Muni Income Trust 2007-11-01 Vice President
EMI Eaton Vance Michigan Muni Income Trust 2007-11-01 Vice President
MMV Eaton Vance MA Muni Income Trust 2007-11-01 Vice President
EVJ Eaton Vance NJ Muni Income Trust 2007-11-01 Vice President
CEV Eaton Vance CA Muni Income Trust 2007-11-01 director & Vice President
EIM Eaton Vance Municipal Bond Fund 2007-11-01 Vice President
EVM Eaton Vance California Municipal Bond Fund 2007-11-01 Vice President
ENX Eaton Vance New York Municipal Bond Fund 2007-11-01 Vice President
EIV Eaton Vance Municipal Bond Fund II 2007-11-01 Vice President
EIA Eaton Vance California Municipal Bond Fund II 2007-11-01 Vice President
MAB Eaton Vance Massachusetts Municipal Bond Fund 2007-11-01 Vice President
MIW Eaton Vance Michigan Municipal Bond Fund 2007-11-01 Vice President
EMJ Eaton Vance New Jersey Municipal Bond Fund 2007-11-01 Vice President
NYH Eaton Vance New York Municipal Bond Fund II 2007-11-01 Vice President
EIO Eaton Vance Ohio Municipal Bond Fund 2007-11-01 Vice President
EIP Eaton Vance Pennsylvania Municipal Bond Fund 2007-11-01 Vice President
EVV Eaton Vance Ltd Duration Income Fund 2007-08-14 Vice President
EVT EATON VANCE TAX ADVANTAGED DIVIDEND INCOME FUND 2003-09-25 director & Vice President
EFR Eaton Vance Senior Floating Rate Trust 2003-11-26 Vice President
ETG Eaton Vance Tax Advgd Gbl Div Inc Fd 2004-01-27 director & Vice President
ETO Eaton Vance Tax-advtgd Global Divid Oppo 2004-04-28 director & Vice President
EVG Eaton Vance Short Duration Diversified Income Fund 2005-02-28 director & Vice President
EFT Eaton Vance Floating-rate Income Trust 2004-06-24 director & Vice President
EOI Eaton Vance Enhanced Equity Income Fund 2004-10-27 director & Vice President
EOS Eaton Vance Enhanced Equity Income Fund II 2005-01-26 director & Vice President
ETB Eaton Vance Tax-Managed Buy-Write Income Fund 2005-04-26 director & Vice President
ETW Eaton Vance Tax-mangd Glo Buy-write Oppo 2005-09-26 director & Vice President
ETV Eaton Vance Tax-Managed Buy-Write Opp 2005-06-27 director & Vice President
ETY Eaton Vance Tax-mgd Dvsf Eq Inc Fd 2006-11-28 director & Vice President
EXG Eaton Vance Tax-Mgd Glbl Div Eq Inc 2007-02-23 director & Vice President
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund 2007-07-27 director & Vice President
EV Eaton Vance Corp 2007-10-31 director & CEO
MHE BlackRock Massachusetts Tax-Exempt Trust 2004-09-01 other: Management Committee of EVC

James B Hawkes Latest Holdings Summary

James B Hawkes currently owns a total of 3 stocks. Among these stocks, James B Hawkes owns 5,070,123 shares of Eaton Vance Corp (EV) as of June 2, 2006, with a value of $370 Million and a weighting of 86.01%. James B Hawkes owns 1,167,607 shares of Victory Capital Holdings Inc (VCTR) as of June 14, 2022, with a value of $60 Million and a weighting of 13.98%. James B Hawkes also owns 1,900 shares of Eaton Vance Ltd Duration Income Fund (EVV) as of August 14, 2007, with a value of $17,936 and a weighting of 0%.

Latest Holdings of James B Hawkes

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
EV Eaton Vance Corp 2006-06-02 5,070,123 73.07 370,473,888
VCTR Victory Capital Holdings Inc 2022-06-14 1,167,607 51.58 60,225,169
EVV Eaton Vance Ltd Duration Income Fund 2007-08-14 1,900 9.44 17,936

Holding Weightings of James B Hawkes


James B Hawkes Form 4 Trading Tracker

According to the SEC Form 4 filings, James B Hawkes has made a total of 0 transactions in Eaton Vance Corp (EV) over the past 5 years. The most-recent trade in Eaton Vance Corp is the sale of 62,105 shares on June 2, 2006, which brought James B Hawkes around $2 Million.

According to the SEC Form 4 filings, James B Hawkes has made a total of 5 transactions in Victory Capital Holdings Inc (VCTR) over the past 5 years, including 5 buys and 0 sells. The most-recent trade in Victory Capital Holdings Inc is the acquisition of 20,000 shares on June 14, 2022, which cost James B Hawkes around $490,200.

According to the SEC Form 4 filings, James B Hawkes has made a total of 0 transactions in Eaton Vance Ltd Duration Income Fund (EVV) over the past 5 years. The most-recent trade in Eaton Vance Ltd Duration Income Fund is the acquisition of 1,300 shares on August 14, 2007, which cost James B Hawkes around $19,695.

Insider Trading History of James B Hawkes

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

James B Hawkes Trading Performance

GuruFocus tracks the stock performance after each of James B Hawkes's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by James B Hawkes is 12.51%. GuruFocus also compares James B Hawkes's trading performance to market benchmark return within the same time period. The performance of stocks bought by James B Hawkes within 3 months outperforms 6 times out of 11 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how James B Hawkes's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of James B Hawkes

Average Return

44.05%

Average return per transaction

Outperforming Transactions

67%

8 out of 12 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) 5.6 12.51 22.44 44.05 30 24.89
Relative Return to S&P 500(%) 1.91 4.24 10.81 25.28 16.88 14.13

James B Hawkes Ownership Network

Ownership Network List of James B Hawkes

No Data

Ownership Network Relation of James B Hawkes


James B Hawkes Owned Company Details

What does Victory Capital Holdings Inc do?

Who are the key executives at Victory Capital Holdings Inc?

James B Hawkes is the director of Victory Capital Holdings Inc. Other key executives at Victory Capital Holdings Inc include Chairman and CEO David Craig Brown , See Remarks Kelly Stevenson Cliff , and director & 10 percent owner Milton R. Berlinski .

Victory Capital Holdings Inc (VCTR) Insider Trades Summary

Over the past 18 months, James B Hawkes made no insider transaction in Victory Capital Holdings Inc (VCTR). Other recent insider transactions involving Victory Capital Holdings Inc (VCTR) include a net sale of 290,000 shares made by David Craig Brown , and a net sale of 12,500 shares made by Kelly Stevenson Cliff .

In summary, during the past 3 months, insiders sold 0 shares of Victory Capital Holdings Inc (VCTR) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 362,500 shares of Victory Capital Holdings Inc (VCTR) were sold and 60,000 shares were bought by its insiders, resulting in a net sale of 302,500 shares.

Victory Capital Holdings Inc (VCTR)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Victory Capital Holdings Inc Insider Transactions

No Available Data

James B Hawkes Mailing Address

Above is the net worth, insider trading, and ownership report for James B Hawkes. You might contact James B Hawkes via mailing address: 255 State Street, Boston Ma 02109.

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