List of insiders holdings for EVERGREEN UTILITIES & HIGH INCOME 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 | EVERGREEN INVESTMENT MANAGEMENT CO LLC 10% Owner |
2004-04-27 15:57:22 | 0 5,000 |
5,000 | Form 3 |
2 | Lee Christopher M Portfolio Manager |
2021-02-05 16:32:53 | 2,831 0 |
2,831 | Form 4 |
3 | Ebsworth William R. Director |
2024-01-09 13:59:28 | 1,550 0 |
1,550 | Form 4 |
4 | POLISSON JAMES Director |
2024-01-04 14:42:34 | 1000 0 |
1000 | Form 4 |
5 | OBrien Timothy Portfolio manager |
2006-07-17 15:12:17 | 600 0 |
600 | Form 4 |
6 | FREEMAN JANE A Director |
2022-08-29 13:19:27 | 211.74 0 |
211.74 | Form 4 |
7 | HARRIS ISAIAH JR Director |
2011-04-14 11:13:44 | 200 0 |
200 | Form 4 |
8 | Willeke Donald C Director |
2011-04-20 16:44:32 | 200 0 |
200 | Form 4 |
9 | Penny Timothy J Director |
2011-04-18 16:09:33 | 163 0 |
163 | Form 4 |
10 | SCOFIELD MICHAEL S Director |
2011-04-28 10:51:35 | 100 0 |
100 | Form 4 |
11 | Larcker David F. Director |
2011-04-25 14:44:59 | 100 0 |
100 | Form 4 |
12 | Johnson Judith M Director |
2011-04-25 15:34:27 | 100 0 |
100 | Form 4 |
13 | Mitchell Olivia S Director |
2011-04-21 16:39:37 | 100 0 |
100 | Form 4/A |
14 | Wheelock Pamela Director |
2020-01-06 13:02:00 | 100 0 |
100 | Form 3 |
15 | Gordon Peter G Director |
2011-04-01 17:06:59 | 50 0 |
50 | Form 4 |
16 | Haast Paul J Dividend Committee Member |
2012-07-26 13:29:07 | 0 0 |
0 | Form 3 |
17 | Chan CHRISTIAN Former Dividend Comm. Member |
2014-10-15 14:05:55 | 0 0 |
0 | Form 5 |
18 | Phillips Kasey Treasurer |
2012-09-12 15:15:36 | 0 0 |
0 | Form 5 |
19 | HARTMAN KIRK D PRESIDENT & CIO OF SUB-ADVISOR |
2013-01-07 16:53:23 | 0 0 |
0 | Form 3 |
20 | WELLS FARGO BANK N A see remarks below |
2013-02-12 12:08:16 | 0 0 |
0 | Form 4 |
21 | Ceccarelli Aldo A Dividend Committee Member |
2014-09-17 11:12:29 | 0 0 |
0 | Form 3 |
22 | Bissell Robert W Former President, Sub Advisor |
2014-10-15 14:01:14 | 0 0 |
0 | Form 5 |
23 | SHIMA RICHARD J Former Trustee |
2010-10-15 13:52:34 | 0 0 |
0 | Form 5 |
24 | Wiser Nancy A Dividend Committee Member |
2012-07-26 14:21:26 | 0 0 |
0 | Form 3 |
25 | MUNN W DOUGLAS Former Director Director |
2011-09-01 08:55:40 | 0 0 |
0 | Form 5 |
26 | KEITH LEROY Director |
2015-01-02 11:28:39 | 0 0 |
0 | Form 4 |
27 | KOSEL CAROL Former Director Director |
2010-10-15 13:42:38 | 0 0 |
0 | Form 5 |
28 | Utano Jaime Former CCO, EIMC and TAG |
2010-10-15 14:09:15 | 0 0 |
0 | Form 5 |
29 | WAGONER RICHARD Former Trustee |
2010-10-15 13:54:13 | 0 0 |
0 | Form 5 |
30 | McDuffie Jennifer Former Dividend Comm. Member |
2010-10-15 14:36:37 | 0 0 |
0 | Form 5 |
31 | Newcomb Kent A Portfolio Manager |
2019-10-17 16:28:19 | 0 0 |
0 | Form 3 |
32 | Barbieri Thomas Edward Chief Compliance Officer |
2025-03-18 14:15:23 | 0 0 |
0 | Form 3 |
33 | Tran Jimmy T Chief Compliance Officer |
2025-03-13 12:41:17 | 0 0 |
0 | Form 3 |
34 | Kenney John President |
2025-01-07 13:22:03 | 0 0 |
0 | Form 3 |
35 | Smith Andrew B Portfolio Manager |
2024-04-11 16:48:21 | 0 0 |
0 | Form 3 |
36 | Grunberg Jennifer Lea Chief Compliance Officer |
2023-04-17 17:10:21 | 0 0 |
0 | Form 3 |
37 | Felsch Paul Werner Chief Complaince Officer |
2023-02-08 13:08:59 | 0 0 |
0 | Form 3 |
38 | Baker Christopher Micah Chief Compliance Officer |
2022-01-12 18:06:44 | 0 0 |
0 | Form 3 |
39 | Brotman Karin Chief Compliance Officer |
2021-12-07 13:10:44 | 0 0 |
0 | Form 3 |
40 | McKinley Kate Sandman Chief Compliance Officer |
2021-11-09 17:53:18 | 0 0 |
0 | Form 3 |
41 | Prasse Richard Matthew Secretary |
2021-10-18 21:34:50 | 0 0 |
0 | Form 3 |
42 | Schueller Michael Joseph Portfolio Manager |
2020-08-18 11:53:49 | 0 0 |
0 | Form 3 |
43 | Ordman Joshua Former Dividend Comm. Member |
2014-10-15 14:20:49 | 0 0 |
0 | Form 5 |
44 | Spudich Jack E Portfolio Manager |
2019-10-17 16:22:12 | 0 0 |
0 | Form 3 |
45 | Mavico Daniel J. Chief Compliance Officer |
2019-04-04 12:21:50 | 0 0 |
0 | Form 3 |
46 | Roskopf Kevin T. Share Repurchase Committee Mem |
2019-02-07 18:15:58 | 0 0 |
0 | Form 3 |
47 | Tuttle Andrew R Portfolio Mgr. |
2019-01-11 14:49:33 | 0 0 |
0 | Form 3 |
48 | Rhee Michelle H. Secretary, WFFM |
2018-05-14 12:27:35 | 0 0 |
0 | Form 3 |
49 | Kymn Alexander Chief Legal Officer |
2018-04-25 14:22:34 | 0 0 |
0 | Form 3 |
50 | Owen Andrew President |
2017-01-05 16:15:28 | 0 0 |
0 | Form 3 |
51 | Whitaker Michael Howard Chief Compliance Officer of th |
2016-06-07 14:48:36 | 0 0 |
0 | Form 3 |
52 | SALTON RUSSELL A III Former Trustee |
2010-10-15 13:50:58 | 0 0 |
0 | Form 5 |
53 | Foy Siobhan CCO of Sub-Adviser |
2014-12-16 13:22:17 | 0 0 |
0 | Form 3 |
54 | Innis William B Former Dividend Comm. Member |
2014-10-15 14:26:34 | 0 0 |
0 | Form 5 |
55 | Hickey Susan Garrison Chief Compliance Officer |
2006-12-21 09:28:41 | 0 0 |
0 | Form 3 |
56 | Germany David Chief Investment Officer |
2008-08-11 16:04:56 | 0 0 |
0 | Form 3 |
57 | Pzegeo Gary E Former Portfolio Manager |
2007-09-04 15:15:15 | 0 0 |
0 | Form 5 |
58 | INSLEY GLEN T Former Dividend Comm. Member |
2007-09-04 15:22:50 | 0 0 |
0 | Form 5 |
59 | Barrett Patrick S Former Dividend Comm. Member |
2007-09-04 15:18:00 | 0 0 |
0 | Form 5 |
60 | Conkey Christopher Former Chief Invest. Officer |
2007-09-04 15:05:55 | 0 0 |
0 | Form 5 |
61 | Savoie Gary former Dividend Comm. member |
2007-09-04 15:29:35 | 0 0 |
0 | Form 5 |
62 | McCarthy Brian R Former Dividend Comm. Member |
2007-09-04 15:25:36 | 0 0 |
0 | Form 5 |
63 | ANGELOS JAMES F Former Chief Compliance Off. |
2007-09-04 14:52:32 | 0 0 |
0 | Form 5 |
64 | FULTON SHIRLEY L Director |
2007-09-04 14:44:15 | 0 0 |
0 | Form 5 |
65 | Guerin Robert Chief Compliance Officer |
2007-06-18 15:11:01 | 0 0 |
0 | Form 3 |
66 | Crow Point Partners LLC Sub-Advisor |
2006-12-27 11:56:25 | 0 0 |
0 | Form 3 |
67 | SASS MARTIN D Member |
2006-12-21 10:19:30 | 0 0 |
0 | Form 3 |
68 | Lis Frank Former Dividend Comm Member |
2008-10-01 11:24:08 | 0 0 |
0 | Form 5 |
69 | Shenfeld Steven Alan Member |
2006-12-21 09:34:34 | 0 0 |
0 | Form 3 |
70 | Liu Bobby General Counsel |
2006-12-21 09:48:22 | 0 0 |
0 | Form 3 |
71 | DeCaprio Peter Managing Director and * Director |
2006-12-21 09:18:33 | 0 0 |
0 | Form 3 |
72 | Francess Robert William Chief Financial Officer |
2006-12-21 09:44:13 | 0 0 |
0 | Form 3 |
73 | LAMLE HUGH R member |
2006-12-21 10:26:43 | 0 0 |
0 | Form 3 |
74 | Cryan Richard Former Portfolio Manager |
2006-09-08 10:19:57 | 0 0 |
0 | Form 5 |
75 | Paddison Sam Former Dividend Committee* |
2006-09-08 10:23:21 | 0 0 |
0 | Form 5 |
76 | Kennedy Catherine Dividend Committee Member |
2006-02-06 10:10:11 | 0 0 |
0 | Form 3 |
77 | Berardi David S Dividend Committee Member |
2006-02-03 10:49:26 | 0 0 |
0 | Form 3 |
78 | DePalma Jeremy Dividend Committee Member |
2006-02-03 15:37:34 | 0 0 |
0 | Form 3 |
79 | Thomas Michael A Dividend Committee Member |
2006-02-03 13:09:35 | 0 0 |
0 | Form 3 |
80 | MCMULLEN DONALD A Former Director Director |
2005-10-14 10:33:49 | 0 0 |
0 | Form 5 |
81 | Shiver Mai S CCO of sub-advisor |
2010-07-19 11:23:13 | 0 0 |
0 | Form 3 |
82 | Burton Thomas Former Chief Compliance Off. |
2010-10-15 14:32:47 | 0 0 |
0 | Form 5 |
83 | Norris Patricia B Former Trustee |
2010-10-15 13:45:52 | 0 0 |
0 | Form 5 |
84 | RICHARDSON DAVID M Former Director Director |
2010-10-15 13:49:15 | 0 0 |
0 | Form 5 |
85 | KOONCE MICHAEL H Former Secretary |
2010-10-15 14:03:34 | 0 0 |
0 | Form 5 |
86 | MCDONNELL GERALD M Former Trustee |
2010-10-15 13:44:21 | 0 0 |
0 | Form 5 |
87 | Tattersall Advisory Group Inc. Former Sub-Advisor |
2010-10-15 14:27:32 | 0 0 |
0 | Form 5 |
88 | GIFFORD K DUN Former Trustee |
2010-10-15 13:40:54 | 0 0 |
0 | Form 5 |
89 | CESTONE ANDREW Former Portfolio Manager |
2010-10-15 14:34:41 | 0 0 |
0 | Form 5 |
90 | AUSTIN CHARLES A III Former Trustee |
2010-10-15 13:38:06 | 0 0 |
0 | Form 5 |
91 | Calhoun Robert Former SVP - EIMCO, Former* |
2010-10-15 14:30:34 | 0 0 |
0 | Form 5 |
92 | Moss Matthew CFO of Former Advisor |
2010-10-15 14:07:15 | 0 0 |
0 | Form 5 |
93 | Early Debra Ann Chief Compliance Officer |
2010-07-19 10:51:22 | 0 0 |
0 | Form 3 |
94 | PETTIT WILLIAM W Former Trustee |
2010-10-15 13:47:31 | 0 0 |
0 | Form 5 |
95 | Nordenfelt Niklas Portfolio Manager |
2010-07-16 15:19:37 | 0 0 |
0 | Form 3 |
96 | Rabusch Karla Director &President of Advisor |
2010-07-16 15:33:42 | 0 0 |
0 | Form 3 |
97 | Messman C. David Secretary |
2010-07-16 16:07:42 | 0 0 |
0 | Form 3 |
98 | Susser Philip Portfolio Manager |
2010-07-16 15:10:49 | 0 0 |
0 | Form 3 |
99 | CRAVER JAMES B Officer of Sub-Adviser |
2010-05-27 13:41:30 | 0 0 |
0 | Form 5 |
100 | Chen Conrad Dividend Committee Member |
2009-10-09 10:28:59 | 0 0 |
0 | Form 3 |
101 | GERSHEN RICHARD S Former Director, EIMC |
2009-10-01 14:45:10 | 0 0 |
0 | Form 5 |
102 | McColl Karen Former Dividend Comm. Member |
2009-10-01 14:55:31 | 0 0 |
0 | Form 5 |
103 | Couto Scott E Former Dividend Comm Member |
2009-10-01 14:51:10 | 0 0 |
0 | Form 5 |
104 | Girts Kevin Former Chief Operating * |
2009-10-01 14:48:22 | 0 0 |
0 | Form 5 |
105 | FERRO DENNIS H Former President, Director* |
2009-10-01 14:42:22 | 0 0 |
0 | Form 5 |
106 | Riazati Abe Former Dividend Comm. Member |
2009-10-01 14:57:26 | 0 0 |
0 | Form 5 |