List of insiders holdings for EVERGREEN INCOME ADVANTAGE FUND:
- Shares directly owned by the insider.
- Shares indirectly owned by the insider.
- Total shares owned by the insider (sum of shares directly and indirectly owned).
- Total market value if available.
- Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
# | Insider Holder Name | Report Date Time |
Shares Owned Directly Indirectly |
Total Shares Owned |
Filing |
1 | Lee Christopher M Portfolio Manager |
2021-05-10 11:29:36 | 33,913 0 |
33,913 | Form 4 |
2 | Ebsworth William R. Director |
2024-01-09 13:51:24 | 2,500 0 |
2,500 | Form 4 |
3 | MERRILL LYNCH & CO. INC. MERRILL LYNCH PIERCE FENNER & SMITH INC. 10% Owner |
2009-01-12 09:12:57 | 1,012 0 |
1,012 | Form 13G |
4 | POLISSON JAMES Director |
2024-01-04 14:33:17 | 1000 0 |
1000 | Form 4 |
5 | FREEMAN JANE A Director |
2022-08-29 13:10:33 | 324.87 0 |
324.87 | Form 4 |
6 | HARRIS ISAIAH JR Director |
2011-04-14 11:02:45 | 200 0 |
200 | Form 4 |
7 | Willeke Donald C Director |
2011-04-20 16:16:06 | 200 0 |
200 | Form 4 |
8 | Penny Timothy J Director |
2011-04-18 15:51:27 | 187 0 |
187 | Form 4 |
9 | SCOFIELD MICHAEL S Director |
2004-06-10 16:10:01 | 100 0 |
100 | Form 4 |
10 | Wheelock Pamela Director |
2020-01-06 12:57:16 | 100 0 |
100 | Form 3 |
11 | Mitchell Olivia S Director |
2011-04-21 16:27:39 | 100 0 |
100 | Form 4/A |
12 | Johnson Judith M Director |
2011-04-25 15:15:47 | 100 0 |
100 | Form 4 |
13 | Larcker David F. Director |
2011-04-25 14:35:17 | 100 0 |
100 | Form 4 |
14 | Gordon Peter G Director |
2011-04-01 16:46:05 | 50 0 |
50 | Form 4 |
15 | SHIMA RICHARD J Former Director Director |
2011-05-24 15:52:22 | 0 0 |
0 | Form 5 |
16 | Ceccarelli Aldo A Dividend Committee Member |
2014-09-17 11:06:50 | 0 0 |
0 | Form 3 |
17 | Phillips Kasey Former Treasurer |
2013-06-06 15:39:15 | 0 0 |
0 | Form 5 |
18 | Bissell Robert W Former President of Sub-Adviso |
2013-06-06 15:45:53 | 0 0 |
0 | Form 5 |
19 | Chan CHRISTIAN Former Dividend Comm. Member |
2013-06-06 15:50:58 | 0 0 |
0 | Form 5 |
20 | HARTMAN KIRK D PRESIDENT & CIO OF SUB-ADVISOR |
2013-01-07 16:37:51 | 0 0 |
0 | Form 3 |
21 | Haast Paul J Dividend Committee Member |
2012-07-26 13:26:34 | 0 0 |
0 | Form 3 |
22 | Wiser Nancy A Dividend Committee Member |
2012-07-26 14:19:30 | 0 0 |
0 | Form 3 |
23 | Barbieri Thomas Edward Chief Compliance Officer |
2025-03-18 14:06:31 | 0 0 |
0 | Form 3 |
24 | MCDONNELL GERALD M Former Director Director |
2011-05-24 10:33:36 | 0 0 |
0 | Form 5 |
25 | McDuffie Jennifer Former Dividend Comm. Member |
2011-05-24 16:12:54 | 0 0 |
0 | Form 5 |
26 | MUNN W DOUGLAS Former Director of Advisor Director |
2011-05-24 15:59:57 | 0 0 |
0 | Form 5 |
27 | RICHARDSON DAVID M Former Director Director |
2011-05-24 15:48:05 | 0 0 |
0 | Form 5 |
28 | Moss Matthew CFO of Former Advisor |
2011-05-24 15:57:05 | 0 0 |
0 | Form 5 |
29 | Norris Patricia B Former Director Director |
2011-05-24 10:48:39 | 0 0 |
0 | Form 5 |
30 | Mavico Daniel J. Chief Compliance Officer |
2019-04-04 12:56:10 | 0 0 |
0 | Form 3 |
31 | EVERGREEN INVESTMENT MANAGEMENT CO LLC Adviser |
2004-03-05 14:59:26 | 0 0 |
0 | Form 4/A |
32 | Tran Jimmy T Chief Compliance Officer |
2025-03-13 12:16:32 | 0 0 |
0 | Form 3 |
33 | Kenney John President |
2025-01-07 13:06:23 | 0 0 |
0 | Form 3 |
34 | Grunberg Jennifer Lea Chief Compliance Officer |
2023-04-17 16:32:19 | 0 0 |
0 | Form 3 |
35 | Felsch Paul Werner Chief Compliance Officer |
2023-02-08 12:12:29 | 0 0 |
0 | Form 3 |
36 | Baker Christopher Micah Chief Compliance Officer |
2022-01-12 17:37:04 | 0 0 |
0 | Form 3 |
37 | Brotman Karin Chief Compliance Officer |
2021-12-07 12:19:12 | 0 0 |
0 | Form 3 |
38 | McKinley Kate Sandman Chief Compliance Officer |
2021-11-09 17:32:00 | 0 0 |
0 | Form 3 |
39 | Prasse Richard Matthew Secretary |
2021-10-18 21:22:39 | 0 0 |
0 | Form 3 |
40 | Schueller Michael Joseph Portfolio Manager |
2020-08-18 11:41:28 | 0 0 |
0 | Form 3 |
41 | Foy Siobhan CCO of Sub-Adviser |
2014-12-16 13:16:38 | 0 0 |
0 | Form 3 |
42 | Roskopf Kevin T. Share Repurchase Committee Mem |
2019-02-07 17:47:51 | 0 0 |
0 | Form 3 |
43 | Rhee Michelle H. Secretary, WFFM |
2018-05-14 12:14:32 | 0 0 |
0 | Form 3 |
44 | Kymn Alexander Chief Legal Officer |
2018-04-25 14:15:07 | 0 0 |
0 | Form 3 |
45 | Owen Andrew President |
2017-01-05 15:41:27 | 0 0 |
0 | Form 3 |
46 | Whitaker Michael Howard Chief Compliance Officer of th |
2016-06-07 14:33:44 | 0 0 |
0 | Form 3 |
47 | Ordman Joshua Fmr Dividend Committee Member |
2015-05-04 11:34:49 | 0 0 |
0 | Form 5 |
48 | Shiver Mai S Fmr CCO of Sub-Adviser |
2015-05-04 10:39:44 | 0 0 |
0 | Form 5 |
49 | Innis William B Fmr Dividend Committee Member |
2015-05-04 10:28:08 | 0 0 |
0 | Form 5 |
50 | KEITH LEROY Director |
2015-01-02 11:22:11 | 0 0 |
0 | Form 4 |
51 | INSLEY GLEN T Former Dividend Comm. Member |
2007-05-03 15:31:14 | 0 0 |
0 | Form 5 |
52 | Couto Scott E Former Dividend Comm Member |
2009-06-10 15:05:54 | 0 0 |
0 | Form 5/A |
53 | GERSHEN RICHARD S Director, Evergreen* |
2009-06-10 14:57:12 | 0 0 |
0 | Form 5 |
54 | Lis Frank Former Dividend Comm Member |
2009-06-10 15:16:43 | 0 0 |
0 | Form 5 |
55 | Girts Kevin Former Chief Operations* |
2009-06-10 15:12:50 | 0 0 |
0 | Form 5/A |
56 | Riazati Abe Former Dividend Comm Member |
2009-06-10 15:19:01 | 0 0 |
0 | Form 5 |
57 | Germany David Chief Investment Officer |
2008-08-11 15:57:50 | 0 0 |
0 | Form 3 |
58 | ANGELOS JAMES F Former Chief Compliance* |
2008-05-30 11:25:29 | 0 0 |
0 | Form 5 |
59 | Conkey Christopher Former Chief Investment* |
2008-05-30 11:30:35 | 0 0 |
0 | Form 5 |
60 | Pzegeo Gary E Former Portfolio Manager |
2008-05-30 11:38:12 | 0 0 |
0 | Form 5 |
61 | Guerin Robert Chief Compliance Officer |
2007-06-18 15:01:48 | 0 0 |
0 | Form 3 |
62 | FERRO DENNIS H Former President,* |
2009-06-12 13:29:45 | 0 0 |
0 | Form 5 |
63 | Barrett Patrick S Former Dividend Comm. Member |
2007-05-03 15:22:09 | 0 0 |
0 | Form 5 |
64 | Erikson Dana Former Portfolio Manager |
2007-05-03 15:18:44 | 0 0 |
0 | Form 5 |
65 | Paddison Sam Former Dividend Comm. Member* |
2007-05-03 15:43:01 | 0 0 |
0 | Form 5 |
66 | Savoie Gary Former Dividend Comm. Member |
2007-05-03 15:48:23 | 0 0 |
0 | Form 5 |
67 | McCarthy Brian R Former Dividend Comm. Member |
2007-05-03 15:36:06 | 0 0 |
0 | Form 5 |
68 | FULTON SHIRLEY L Former Trustee |
2007-05-03 14:49:11 | 0 0 |
0 | Form 5 |
69 | ENNIS WILLIAM M Former President and CEO |
2005-05-04 09:16:56 | 0 0 |
0 | Form 5 |
70 | MCMULLEN DONALD A Former Director of Advisor Director |
2005-05-04 09:10:15 | 0 0 |
0 | Form 5 |
71 | TRICKETT THOMAS W Former CFO of Advisor to EAD |
2004-06-16 15:06:21 | 0 0 |
0 | Form 5 |
72 | Nordenfelt Niklas Portfolio Manager |
2010-07-16 15:15:39 | 0 0 |
0 | Form 3 |
73 | SALTON RUSSELL A III Former Director Director |
2011-05-24 15:50:19 | 0 0 |
0 | Form 5 |
74 | Tattersall Advisory Group Inc. Former Sub-Advisor |
2011-05-24 16:07:50 | 0 0 |
0 | Form 5 |
75 | WAGONER RICHARD Former Director Director |
2011-05-24 15:54:15 | 0 0 |
0 | Form 5 |
76 | KOONCE MICHAEL H Former Secretary |
2011-05-24 10:54:50 | 0 0 |
0 | Form 5 |
77 | KOSEL CAROL Former Director Director |
2011-05-24 10:22:29 | 0 0 |
0 | Form 5 |
78 | Utano Jaime Former CCO, EIMC, TAG |
2011-05-24 16:04:26 | 0 0 |
0 | Form 5 |
79 | CESTONE ANDREW Former Portfolio Manager |
2011-05-24 16:10:12 | 0 0 |
0 | Form 5 |
80 | BANK OF AMERICA CORP MERRILL LYNCH PIERCE FENNER & SMITH INC. 10% Owner |
2011-08-02 17:18:27 | 0 0 |
0 | Form 13G |
81 | Early Debra Ann Chief Compliance Officer |
2010-07-19 10:44:27 | 0 0 |
0 | Form 3 |
82 | PETTIT WILLIAM W Former Director Director |
2011-05-24 15:44:48 | 0 0 |
0 | Form 5 |
83 | Rabusch Karla Director &President of Advisor |
2010-07-16 15:27:05 | 0 0 |
0 | Form 3 |
84 | Messman C. David Secretary |
2010-07-16 15:43:32 | 0 0 |
0 | Form 3 |
85 | Susser Philip Portfolio Manager |
2010-07-16 15:07:06 | 0 0 |
0 | Form 3 |
86 | GIFFORD K DUN Former Trustee |
2010-06-10 15:57:24 | 0 0 |
0 | Form 5 |
87 | AUSTIN CHARLES A III Former Trustee |
2010-06-10 15:54:26 | 0 0 |
0 | Form 5 |
88 | Burton Thomas Former Chief Compliance Off. |
2010-06-10 16:00:40 | 0 0 |
0 | Form 5 |
89 | Calhoun Robert Former SVP - EIMCO, Former* |
2010-06-10 16:06:05 | 0 0 |
0 | Form 5 |
90 | McColl Karen Former Dividend Comm. Member |
2010-06-10 16:08:32 | 0 0 |
0 | Form 5 |
91 | Chen Conrad Dividend Committee Member |
2009-10-09 10:20:29 | 0 0 |
0 | Form 3 |