EATON VANCE INC.
SOLE TRUSTEE OF EVM
07/01/2004
Direct
less than 5%
Fund Name
Position
direct/indirect
start date
end date
EATON VANCE MANAGEMENT
SOLE TRUSTEE OF EVM
direct
2004-07-01
CALVERT RESEARCH AND MANAGEMENT
TRUSTEE OF CALVERT RESEARCH AND MANAGEMENT
direct
2016-09-01
EATON VANCE INVESTMENT ADVISORS
TRUSTEE OF EATON VANCE INVESTMENT ADVISORS
direct
2016-09-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED
OWNER
direct
2001-06-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED
SOLE TRUSTEE OF EATON VANCE MANAGEMENT
indirect
1992-08-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED
OWNER
direct
2001-06-01
EATON VANCE INVESTMENT COUNSEL
SOLE TRUSTEE OF EVM
direct
2004-07-01
HEXAVEST INC.
SOLE TRUSTEE OF EATON VANCE MANAGEMENT
indirect
2004-03-01
PPA ACQUISITION CORP.
SOLE TRUSTEE FOR EVM, EVCBT AND EVBT
indirect
2001-01-01
BOSTON MANAGEMENT AND RESEARCH
SOLE TRUSTEE OF EATON VANCE MANAGEMENT
direct
1992-08-01
EATON VANCE MANAGEMENT
SOLE TRUSTEE OF EVM, AND EVCBT
direct
2004-03-01
EATON VANCE MANAGEMENT
SOLE TRUSTEE OF EVM, AND EVCBT
direct
2002-02-01
EATON VANCE MANAGEMENT
SOLE TRUSTEE OF EVM, EVBT, AND EVCBT
direct
2002-02-01
BOSTON MANAGEMENT AND RESEARCH
SOLE TRUSTEE OF EVM AND EVCBT
indirect
2004-03-01
BOSTON MANAGEMENT AND RESEARCH
SOLE TRUSTEE OF EVM
indirect
2004-03-01
BOSTON MANAGEMENT AND RESEARCH
SOLE TRUSTEE OF EVM AND EVCBT
indirect
2002-02-01
BOSTON MANAGEMENT AND RESEARCH
SOLE TRUSTEE OF EVBT, EVM AND EVCBT
indirect
2002-02-01
HYLTON, LAURIE, GREENWALD
VICE PRESIDENT & CHIEF FINANCIAL OFFICER
03/01/2012
Direct
less than 5%
Fund Name
Position
direct/indirect
start date
end date
BOSTON MANAGEMENT AND RESEARCH
VICE PRESIDENT & CHIEF FINANCIAL OFFICER
direct
2012-03-01
BOSTON MANAGEMENT AND RESEARCH
TRUSTEE
indirect
2012-03-01
EATON VANCE MANAGEMENT
VICE PRESIDENT & CHIEF FINANCIAL OFFICER
direct
2012-03-01
EATON VANCE MANAGEMENT
TRUSTEE
indirect
2012-03-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC
EATON VANCE ACQUISITIONS, REPRESENTATIVE
direct
2012-03-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC
EATON VANCE ACQUISITIONS, REPRESENTATIVE, TREASURER
direct
2012-03-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC
MANAGER
direct
2012-03-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C.
MANAGER
direct
2012-03-01
HEXAVEST INC.
TRUSTEE
indirect
2012-03-01
EATON VANCE INVESTMENT COUNSEL
CFO, VICE PRESIDENT & TREASURER
direct
2004-07-01
EATON VANCE INVESTMENT COUNSEL
CFO, VICE PRESIDENT
direct
2012-03-01
EATON VANCE INVESTMENT COUNSEL
TRUSTEE
indirect
2012-03-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED
TRUSTEE
indirect
2012-03-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED
TRUSTEE
indirect
2012-03-01
EATON VANCE INVESTMENT ADVISORS
TRUSTEE
indirect
2012-03-01
EATON VANCE INVESTMENT ADVISORS
CHIEF FINANCIAL OFFICER & VICE PRESIDENT
direct
2012-03-01
MARIUS, FREDERICK, STEWART
VICE PRESIDENT AND CHIEF LEGAL OFFICER
06/01/2008
Direct
less than 5%
Fund Name
Position
direct/indirect
start date
end date
HEXAVEST INC.
TRUSTEE
indirect
2008-07-01
EATON VANCE INVESTMENT ADVISORS
VICE PRESIDENT & SECRETARY
direct
2016-09-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED
DIRECTOR
direct
2015-05-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C.
MANAGER
direct
2013-10-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC
EATON VANCE ACQUISITIONS, REPRESENTATIVE
direct
2013-10-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED
TRUSTEE
indirect
2008-07-01
EATON VANCE INVESTMENT ADVISORS
TRUSTEE
indirect
2008-07-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED
TRUSTEE
indirect
2008-07-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED
DIRECTOR
direct
2008-07-01
U. S. BOSTON CAPITAL CORPORATION
PRESIDENT AND GENERAL COUNSEL
direct
1999-07-01
EATON VANCE INVESTMENT COUNSEL
TRUSTEE
indirect
2008-07-01
BOSTON MANAGEMENT AND RESEARCH
TRUSTEE
indirect
2008-07-01
EATON VANCE MANAGEMENT
TRUSTEE
indirect
2008-07-01
EATON VANCE INVESTMENT COUNSEL
VICE PRESIDENT AND CHIEF LEGAL OFFICER
direct
2008-06-01
BOSTON MANAGEMENT AND RESEARCH
VICE PRESIDENT AND CHIEF LEGAL OFFICER
direct
2008-06-01
EATON VANCE MANAGEMENT
VICE PRESIDENT AND CHIEF LEGAL OFFICER
direct
2008-06-01
QUANTITATIVE ADVISORS INC
PRESIDENT
direct
2000-07-01
2003-10-02
EATON VANCE INVESTMENT ADVISORS
VICE PRESIDENT & CHIEF LEGAL OFFICER
direct
2008-06-01
2016-09-01
FAUST, THOMAS, E.
CEO, PRESIDENT
11/01/2007
Direct
less than 5%
Fund Name
Position
direct/indirect
start date
end date
BOSTON MANAGEMENT AND RESEARCH
CEO, PRESIDENT
direct
2007-11-01
BOSTON MANAGEMENT AND RESEARCH
TRUSTEE
indirect
1996-12-01
EATON VANCE MANAGEMENT
TRUSTEE
indirect
1996-12-01
EATON VANCE INVESTMENT COUNSEL
TRUSTEE
indirect
1996-12-01
HEXAVEST INC.
TRUSTEE
indirect
1996-12-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED
TRUSTEE
indirect
1996-12-01
EATON VANCE INVESTMENT ADVISORS
TRUSTEE
indirect
1996-12-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED
TRUSTEE
indirect
1996-12-01
EATON VANCE MANAGEMENT
CEO, PRESIDENT
direct
2007-11-01
EATON VANCE INVESTMENT COUNSEL
EXECUTIVE VICE PRESIDENT
direct
2007-11-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED
DIRECTOR
direct
2007-11-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C.
MANAGER
direct
2007-11-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC
EATON VANCE ACQUISITIONS, REPRESENTATIVE
direct
2003-09-01
BOSTON MANAGEMENT AND RESEARCH
CHIEF EQUITY INVESTMENT OFFICER, EXECUTIVE VICE PRESIDENT
direct
1995-02-01
2001-03-30
EATON VANCE MANAGEMENT
CHIEF EQUITY INVESTMENT OFFICER, EXECUTIVE VICE PRESIDENT
direct
1995-02-01
2001-08-08
EATON VANCE MANAGEMENT
CHIEF INVESTMENT OFFICER, EXECUTIVE VICE PRESIDENT
direct
2001-11-01
2007-03-05
BOSTON MANAGEMENT AND RESEARCH
CHIEF INVESTMENT OFFICER, EXECUTIVE VICE PRESIDENT
direct
2001-11-01
2007-03-05
EATON VANCE MANAGEMENT
CHIEF INVESTMENT OFFICER, PRESIDENT
direct
2001-11-01
2007-04-25
EATON VANCE INVESTMENT COUNSEL
CIO, EXECUTIVE VICE PRESIDENT
direct
2004-07-01
2007-04-25
BOSTON MANAGEMENT AND RESEARCH
CHIEF INVESTMENT OFFICER, PRESIDENT
direct
2001-11-01
2007-04-25
PPA ACQUISITION CORP.
MANAGER
direct
2003-09-01
2014-01-28
EATON VANCE INVESTMENT ADVISORS
PRESIDENT
direct
2016-09-01
2016-09-15
Froio, Richard, Francis
CHIEF COMPLIANCE OFFICER, VICE PRESIDENT
11/01/2017
Direct
less than 5%
Fund Name
Position
direct/indirect
start date
end date
EATON VANCE MANAGEMENT
CHIEF COMPLIANCE OFFICER, VICE PRESIDENT
direct
2017-11-01
BOSTON MANAGEMENT AND RESEARCH
CHIEF COMPLIANCE OFFICER, VICE PRESIDENT
direct
2017-11-01
EATON VANCE INVESTMENT COUNSEL
CHIEF COMPLIANCE OFFICER, VICE PRESIDENT
direct
2017-11-01
EATON VANCE CORP. ("EVC")
EVC, A CORPORATION, WHOLLY OWNS EATON VANCE MANAGEMENT ("EVM")
07/01/2004
Direct
75% or more
Fund Name
Position
direct/indirect
start date
end date
EATON VANCE INVESTMENT COUNSEL
EVC, A CORPORATION WHOLLY OWNS EATON VANCE INVESTMENT COUNSEL
direct
2008-05-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C.
EVC, A CORPORATION, WHOLLY OWNS EVA
indirect
2004-07-01
EATON VANCE MANAGEMENT
EVC, A CORPORATION, WHOLLY OWNS EATON VANCE MANAGEMENT ("EVM")
direct
2004-07-01
BOSTON MANAGEMENT AND RESEARCH
EVC, A CORPORATION, WHOLLY OWNS EVM
indirect
2004-07-01
HEXAVEST INC.
SHAREHOLDER
indirect
2004-07-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC
EVC WHOLLY OWNS EVA
indirect
2001-01-01
PARAMETRIC RISK ADVISORS LLC
EVC WHOLLY OWNS EVA
indirect
2001-01-01
EATON VANCE INVESTMENT COUNSEL
EVC, A CORPORATION, WHOLLY OWNS EVIC
indirect
2008-05-01
HEXAVEST INC.
SHAREHOLDER
direct
2012-08-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED
WHOLLY OWNS EVM
indirect
1990-10-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED
WHOLLY OWNS EVM
indirect
1990-10-01
HEXAVEST INC.
SHAREHOLDER
indirect
1990-10-01
BOSTON MANAGEMENT AND RESEARCH
EVC OWNS ALL OUTSTANDING SHARES OF EVM
indirect
1992-08-01
2001-01-23
EATON VANCE MANAGEMENT
EVC OWNS ALL OUTSTANDING SHARES OF EATON VANCE MANAGEMENT ("EVM")
direct
1981-02-01
2001-01-23
BOSTON MANAGEMENT AND RESEARCH
EVC WHOLLY OWNS EVBT
indirect
2001-01-01
2003-12-18
PPA ACQUISITION CORP.
EVC WHOLLY OWNS EVBT
indirect
2001-01-01
2004-01-16
EATON VANCE MANAGEMENT
WHOLLY OWNS EVBT
indirect
2001-01-01
2004-01-21
EATON VANCE MANAGEMENT
WHOLLY OWNS EVCBT
indirect
2004-03-01
2004-04-23
BOSTON MANAGEMENT AND RESEARCH
EVC WHOLLY OWNS EVCBT
indirect
2004-03-01
2004-04-23
EATON VANCE INVESTMENT COUNSEL
EVC WHOLLY OWNS EVM
indirect
2004-07-01
2004-07-01
EATON VANCE MANAGEMENT
A CORPORATION, WHICH WHOLLY OWNS EVM
indirect
2004-07-01
2004-07-06
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C.
WHOLLY OWNS EVA
indirect
2001-01-01
2005-01-24
EATON VANCE INVESTMENT COUNSEL
TRUST HOLDING 100% OF EVC VOTING TRUST SHARES
indirect
1981-02-01
2005-08-22
EATON VANCE INVESTMENT COUNSEL
EVC, A CORPORATION, WHOLLY OWNS EVM
indirect
2004-07-01
2007-12-19
PARAMETRIC RISK ADVISORS LLC
EVC WHOLLY OWNS EVABT
indirect
2001-01-01
2009-01-20
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C.
EVC WHOLLY OWNS EVABT
indirect
2001-01-01
2012-01-31
PARAMETRIC PORTFOLIO ASSOCIATES LLC
EVC WHOLLY OWNS EVABT
indirect
2001-01-01
2014-01-28
HEXAVEST INC.
SHAREHOLDER
indirect
2012-08-01
2015-03-26
PARAMETRIC PORTFOLIO ASSOCIATES LLC
EVC WHOLLY OWNS EVA HOLDINGS, LLC
indirect
2009-11-01
2015-05-04
CATALDO, DANIEL, CARL
CHIEF ADMINISTRATIVE OFFICER, VICE PRESIDENT
05/01/2018
Direct
less than 5%
Fund Name
Position
direct/indirect
start date
end date
BOSTON MANAGEMENT AND RESEARCH
TRUSTEE
indirect
2012-03-01
EATON VANCE MANAGEMENT
TRUSTEE
indirect
2012-03-01
HEXAVEST INC.
TRUSTEE
indirect
2012-03-01
EATON VANCE INVESTMENT COUNSEL
TRUSTEE
indirect
2012-03-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED
TRUSTEE
indirect
2012-03-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED
TRUSTEE
indirect
2012-03-01
EATON VANCE INVESTMENT ADVISORS
TRUSTEE
indirect
2012-03-01
MARIUS, FREDERICK, STEWART
TRUSTEE EATON VANCE CORP. VOTING TRUST
07/01/2008
Indirect
Other
Fund Name
Position
direct/indirect
start date
end date
HEXAVEST INC.
TRUSTEE
indirect
2008-07-01
EATON VANCE INVESTMENT ADVISORS
VICE PRESIDENT & SECRETARY
direct
2016-09-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED
DIRECTOR
direct
2015-05-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C.
MANAGER
direct
2013-10-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC
EATON VANCE ACQUISITIONS, REPRESENTATIVE
direct
2013-10-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED
TRUSTEE
indirect
2008-07-01
EATON VANCE INVESTMENT ADVISORS
TRUSTEE
indirect
2008-07-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED
TRUSTEE
indirect
2008-07-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED
DIRECTOR
direct
2008-07-01
U. S. BOSTON CAPITAL CORPORATION
PRESIDENT AND GENERAL COUNSEL
direct
1999-07-01
EATON VANCE INVESTMENT COUNSEL
TRUSTEE
indirect
2008-07-01
BOSTON MANAGEMENT AND RESEARCH
TRUSTEE
indirect
2008-07-01
EATON VANCE MANAGEMENT
TRUSTEE
indirect
2008-07-01
EATON VANCE INVESTMENT COUNSEL
VICE PRESIDENT AND CHIEF LEGAL OFFICER
direct
2008-06-01
BOSTON MANAGEMENT AND RESEARCH
VICE PRESIDENT AND CHIEF LEGAL OFFICER
direct
2008-06-01
EATON VANCE MANAGEMENT
VICE PRESIDENT AND CHIEF LEGAL OFFICER
direct
2008-06-01
QUANTITATIVE ADVISORS INC
PRESIDENT
direct
2000-07-01
2003-10-02
EATON VANCE INVESTMENT ADVISORS
VICE PRESIDENT & CHIEF LEGAL OFFICER
direct
2008-06-01
2016-09-01
SVEEN, ANDREW, NILS
TRUSTEE EATON VANCE CORP. VOTING TRUST
01/01/2020
Indirect
Other
Fund Name
Position
direct/indirect
start date
end date
BOSTON MANAGEMENT AND RESEARCH
TRUSTEE
indirect
2020-01-01
EATON VANCE INVESTMENT COUNSEL
TRUSTEE
indirect
2020-01-01
CALVERT RESEARCH AND MANAGEMENT
TRUSTEE
indirect
2020-01-01
EATON VANCE MANAGEMENT
TRUSTEE
indirect
2020-01-01
EATON VANCE ADVISERS INTERNATIONAL LTD.
TRUSTEE
indirect
2020-01-01
HEXAVEST INC.
TRUSTEE
indirect
2020-01-01
Brandon, Craig, Robert
TRUSTEE EATON VANCE CORP. VOTING TRUST
11/01/2015
Indirect
Other
Fund Name
Position
direct/indirect
start date
end date
BOSTON MANAGEMENT AND RESEARCH
TRUSTEE
indirect
2015-11-01
EATON VANCE MANAGEMENT
TRUSTEE
indirect
2015-11-01
HEXAVEST INC.
TRUSTEE
indirect
2015-11-01
EATON VANCE INVESTMENT COUNSEL
TRUSTEE
indirect
2015-11-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED
TRUSTEE
indirect
2015-11-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED
TRUSTEE
indirect
2015-11-01
CALVERT RESEARCH AND MANAGEMENT
TRUSTEE
indirect
2015-11-01
Cirami, Michael, Andrew
TRUSTEE EATON VANCE CORP. VOTING TRUST
11/01/2015
Indirect
Other
Fund Name
Position
direct/indirect
start date
end date
BOSTON MANAGEMENT AND RESEARCH
TRUSTEE
indirect
2015-11-01
EATON VANCE MANAGEMENT
TRUSTEE
indirect
2015-11-01
HEXAVEST INC.
TRUSTEE
indirect
2015-11-01
EATON VANCE INVESTMENT COUNSEL
TRUSTEE
indirect
2015-11-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED
TRUSTEE
indirect
2015-11-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED
TRUSTEE
indirect
2015-11-01
EATON VANCE INVESTMENT ADVISORS
TRUSTEE
indirect
2015-11-01
Piantedosi, Lewis, Richard
TRUSTEE EATON VANCE CORP. VOTING TRUST
11/01/2015
Indirect
Other
Fund Name
Position
direct/indirect
start date
end date
BOSTON MANAGEMENT AND RESEARCH
TRUSTEE
indirect
2015-11-01
EATON VANCE MANAGEMENT
TRUSTEE
indirect
2015-11-01
HEXAVEST INC.
TRUSTEE
indirect
2015-11-01
EATON VANCE INVESTMENT COUNSEL
TRUSTEE
indirect
2015-11-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED
TRUSTEE
indirect
2015-11-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED
TRUSTEE
indirect
2015-11-01
EATON VANCE INVESTMENT ADVISORS
TRUSTEE
indirect
2015-11-01
RUSS, CRAIG
TRUSTEE EATON VANCE CORP. VOTING TRUST
11/01/2013
Indirect
Other
Fund Name
Position
direct/indirect
start date
end date
BOSTON MANAGEMENT AND RESEARCH
TRUSTEE
indirect
2013-11-01
EATON VANCE MANAGEMENT
TRUSTEE
indirect
2013-11-01
HEXAVEST INC.
TRUSTEE
indirect
2013-11-01
EATON VANCE INVESTMENT COUNSEL
TRUSTEE
indirect
2013-11-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED
TRUSTEE
indirect
2013-11-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED
TRUSTEE
indirect
2013-11-01
EATON VANCE INVESTMENT ADVISORS
TRUSTEE
indirect
2013-11-01
GEMMA, MAUREEN, ANN
TRUSTEE EATON VANCE CORP. VOTING TRUST
06/01/2008
Indirect
Other
Fund Name
Position
direct/indirect
start date
end date
BOSTON MANAGEMENT AND RESEARCH
TRUSTEE
indirect
2008-06-01
EATON VANCE MANAGEMENT
TRUSTEE
indirect
2008-06-01
HEXAVEST INC.
TRUSTEE
indirect
2008-06-01
EATON VANCE INVESTMENT COUNSEL
TRUSTEE
indirect
2008-06-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED
TRUSTEE
indirect
2008-06-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED
TRUSTEE
indirect
2008-06-01
EATON VANCE INVESTMENT ADVISORS
TRUSTEE
indirect
2008-06-01
CLEMSON, CYNTHIA, J.
TRUSTEE EATON VANCE CORP. VOTING TRUST
01/01/2006
Indirect
Other
Fund Name
Position
direct/indirect
start date
end date
BOSTON MANAGEMENT AND RESEARCH
TRUSTEE
indirect
2006-01-01
EATON VANCE MANAGEMENT
TRUSTEE
indirect
2006-01-01
HEXAVEST INC.
TRUSTEE
indirect
2006-01-01
EATON VANCE INVESTMENT COUNSEL
TRUSTEE
indirect
2006-01-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED
TRUSTEE
indirect
2006-01-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED
TRUSTEE
indirect
2006-01-01
EATON VANCE INVESTMENT ADVISORS
TRUSTEE
indirect
2006-01-01
BOUCHEY, PAUL, WOLD
TRUSTEE EATON VANCE CORP. VOTING TRUST
01/01/2020
Indirect
Other
Fund Name
Position
direct/indirect
start date
end date
PARAMETRIC PORTFOLIO ASSOCIATES LLC
CO-CIO - SEATTLE INVESTMENT CENTER
direct
2014-11-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC
CIO - SEATTLE INVESTMENT CENTER
direct
2014-11-01
WILLIAMS, RAY, KELLY
TRUSTEE EATON VANCE CORP. VOTING TRUST
11/01/2013
Indirect
Other
Fund Name
Position
direct/indirect
start date
end date
BOSTON MANAGEMENT AND RESEARCH
TRUSTEE
indirect
2013-11-01
EATON VANCE MANAGEMENT
TRUSTEE
indirect
2013-11-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C.
VICE PRESIDENT-CHIEF COMPLIANCE OFFICER
direct
2004-01-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C.
PRESIDENT-CHIEF COMPLIANCE OFFICER
direct
2004-01-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C.
PRESIDENT-CHIEF COMPLIANCE OFFICER
direct
2006-11-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C.
MANAGER OF ATLANTA CAPITAL MANAGEMENT HOLDINGS, LLC
indirect
2007-11-01
HEXAVEST INC.
TRUSTEE
indirect
2013-11-01
EATON VANCE INVESTMENT COUNSEL
TRUSTEE
indirect
2013-11-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED
TRUSTEE
indirect
2013-11-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED
TRUSTEE
indirect
2013-11-01
EATON VANCE INVESTMENT ADVISORS
TRUSTEE
indirect
2003-11-01
REED, CHARLES, BASS
TRUSTEE EATON VANCE CORP. VOTING TRUST
11/01/2013
Indirect
Other
Fund Name
Position
direct/indirect
start date
end date
BOSTON MANAGEMENT AND RESEARCH
TRUSTEE
indirect
2013-11-01
EATON VANCE MANAGEMENT
TRUSTEE
indirect
2013-11-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C.
MANAGING DIRECTOR/MANAGER
direct
2009-09-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C.
MANAGER OF ATLANTA CAPITAL MANAGEMENT HOLDINGS, LLC
indirect
2009-09-01
HEXAVEST INC.
TRUSTEE
indirect
2013-11-01
EATON VANCE INVESTMENT COUNSEL
TRUSTEE
indirect
2013-11-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED
TRUSTEE
indirect
2013-11-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED
TRUSTEE
indirect
2013-11-01
EATON VANCE INVESTMENT ADVISORS
TRUSTEE
indirect
2013-11-01
STEIN, ERIC, A
TRUSTEE EATON VANCE CORP. VOTING TRUST
11/01/2015
Indirect
Other
Fund Name
Position
direct/indirect
start date
end date
BOSTON MANAGEMENT AND RESEARCH
TRUSTEE
indirect
2015-11-01
EATON VANCE MANAGEMENT
TRUSTEE
indirect
2015-11-01
HEXAVEST INC.
TRUSTEE
indirect
2015-11-01
EATON VANCE INVESTMENT COUNSEL
TRUSTEE
indirect
2015-11-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED
TRUSTEE
indirect
2015-11-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED
TRUSTEE
indirect
2015-11-01
CALVERT RESEARCH AND MANAGEMENT
TRUSTEE
indirect
2015-11-01
HYLTON, LAURIE, GREENWALD
TRUSTEE EATON VANCE CORP. VOTING TRUST
03/01/2012
Indirect
Other
Fund Name
Position
direct/indirect
start date
end date
BOSTON MANAGEMENT AND RESEARCH
VICE PRESIDENT & CHIEF FINANCIAL OFFICER
direct
2012-03-01
BOSTON MANAGEMENT AND RESEARCH
TRUSTEE
indirect
2012-03-01
EATON VANCE MANAGEMENT
VICE PRESIDENT & CHIEF FINANCIAL OFFICER
direct
2012-03-01
EATON VANCE MANAGEMENT
TRUSTEE
indirect
2012-03-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC
EATON VANCE ACQUISITIONS, REPRESENTATIVE
direct
2012-03-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC
EATON VANCE ACQUISITIONS, REPRESENTATIVE, TREASURER
direct
2012-03-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC
MANAGER
direct
2012-03-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C.
MANAGER
direct
2012-03-01
HEXAVEST INC.
TRUSTEE
indirect
2012-03-01
EATON VANCE INVESTMENT COUNSEL
CFO, VICE PRESIDENT & TREASURER
direct
2004-07-01
EATON VANCE INVESTMENT COUNSEL
CFO, VICE PRESIDENT
direct
2012-03-01
EATON VANCE INVESTMENT COUNSEL
TRUSTEE
indirect
2012-03-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED
TRUSTEE
indirect
2012-03-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED
TRUSTEE
indirect
2012-03-01
EATON VANCE INVESTMENT ADVISORS
TRUSTEE
indirect
2012-03-01
EATON VANCE INVESTMENT ADVISORS
CHIEF FINANCIAL OFFICER & VICE PRESIDENT
direct
2012-03-01
EATON VANCE CORP. VOTING TRUST
TRUST HOLDING 100% OF EVC VOTING TRUST SHARES EATON VANCE CORP.("EVC")
02/01/1981
Indirect
75% or more
Fund Name
Position
direct/indirect
start date
end date
BOSTON MANAGEMENT AND RESEARCH
TRUST HOLDING 100% OF EVC VOTING TRUST SHARES
indirect
1992-08-01
EATON VANCE MANAGEMENT
TRUST HOLDING 100% OF EVC VOTING TRUST SHARES
indirect
1981-02-01
HEXAVEST INC.
TRUST HOLDING 100% OF EVC VOTING TRUST SHARES
indirect
1981-02-01
EATON VANCE INVESTMENT COUNSEL
TRUST HOLDING 100% OF EVC VOTING TRUST SHARES
indirect
1981-02-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED
TRUST HOLDING 100% OF EVC VOTING SHARES
indirect
1981-02-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED
TRUST HOLDING 100% OF EVC VOTING TRUST SHARES
indirect
1981-02-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED
TRUST HOLDING 100% OF EVC VOTING SHARES
indirect
1981-02-01
EATON VANCE INVESTMENT ADVISORS
TRUST HOLDING 100% OF EVC VOTING TRUST SHARES
indirect
1981-02-01
PERKIN, EDWARD, JAMES
TRUSTEE EATON VANCE CORP. VOTING TRUST
05/01/2014
Indirect
Other
Fund Name
Position
direct/indirect
start date
end date
BOSTON MANAGEMENT AND RESEARCH
TRUSTEE
indirect
2014-05-01
EATON VANCE MANAGEMENT
TRUSTEE
indirect
2014-05-01
HEXAVEST INC.
TRUSTEE
indirect
2014-05-01
EATON VANCE INVESTMENT COUNSEL
TRUSTEE
indirect
2014-05-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED
TRUSTEE
indirect
2014-05-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED
TRUSTEE
indirect
2014-05-01
EATON VANCE INVESTMENT ADVISORS
TRUSTEE
indirect
2014-05-01
STREUR, JOHN, HENRY
TRUSTEE EATON VANCE CORP. VOTING TRUST
01/01/2020
Indirect
Other
Fund Name
Position
direct/indirect
start date
end date
BURRIDGE GROUP LLC
PRESIDENT, CEO, MEMBER
direct
1996-10-01
MANAGERS INVESTMENT GROUP LLC
PRESIDENT (BD)/SR. MANAGING PARTNER/EXECUTIVE BOARD MEMBER (IA)
direct
2006-01-01
EATON VANCE INVESTMENT ADVISORS
PRESIDENT AND CHIEF EXECUTIVE OFFICER
direct
2016-12-01
MANAGERS INVESTMENT GROUP LLC
MANAGING PARTNER/EXECUTIVE BOARD MEMBER (IA)
direct
2005-01-01
2005-07-18
MANAGERS INVESTMENT GROUP LLC
SR. MANAGING PARTNER/EXECUTIVE BOARD MEMBER (IA)
direct
2006-01-01
2006-03-30
MANAGERS INVESTMENT GROUP LLC
SENIOR MANAGING PARTNER/EXECUTIVE BOARD MEMBER
direct
2006-01-01
2011-05-12
PORTFOLIO 21 INVESTMENTS, INC
DIRECTOR, NON-EXECUTIVE CHAIRMAN
direct
2012-02-01
2012-03-28
PORTFOLIO 21 INVESTMENTS, INC
PRESIDENT
direct
2012-07-01
2013-04-01
PORTFOLIO 21 INVESTMENTS, INC
PRESIDENT,DIRECTOR
direct
2013-11-01
2014-06-10
CALVERT INVESTMENT MANAGEMENT, INC.
DIRECTOR, CHAIR, PRESIDENT & CHIEF EXECUTIVE OFFICER
direct
2015-01-01
2015-03-31
PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION
SHAREHOLDER
direct
2014-10-01
2015-05-13
CALVERT INVESTMENT MANAGEMENT, INC.
DIRECTOR, CHAIR, PRESIDENT & CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER
direct
2015-01-01
2015-09-11
CALVERT INVESTMENT MANAGEMENT, INC.
DIRECTOR, PRESIDENT & CHIEF EXECUTIVE OFFICER (CHIEF COMPLIANCE OFFICER AS OF AUGUST 2015)
direct
2015-01-01
2015-12-01
CALVERT INVESTMENT MANAGEMENT, INC.
DIRECTOR, PRESIDENT & CHIEF EXECUTIVE OFFICER (CHIEF COMPLIANCE OFFICER - AUGUST 11, 2015 THROUGH APRIL 11, 2016)
direct
2015-01-01
2016-03-30
CALVERT INVESTMENT MANAGEMENT, INC.
DIRECTOR, PRESIDENT & CHIEF EXECUTIVE OFFICER
direct
2015-01-01
2016-05-17
CALVERT INVESTMENT MANAGEMENT, INC.
DIRECTOR, PRESIDENT, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER
direct
2015-01-01
2016-11-09
FAUST, JR, THOMAS E
TRUSTEE EATON VANCE CORP. VOTING TRUST
12/01/1996
Indirect
Other
Fund Name
Position
direct/indirect
start date
end date
BOSTON MANAGEMENT AND RESEARCH
CEO, PRESIDENT
direct
2007-11-01
BOSTON MANAGEMENT AND RESEARCH
TRUSTEE
indirect
1996-12-01
EATON VANCE MANAGEMENT
TRUSTEE
indirect
1996-12-01
EATON VANCE INVESTMENT COUNSEL
TRUSTEE
indirect
1996-12-01
HEXAVEST INC.
TRUSTEE
indirect
1996-12-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED
TRUSTEE
indirect
1996-12-01
EATON VANCE INVESTMENT ADVISORS
TRUSTEE
indirect
1996-12-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED
TRUSTEE
indirect
1996-12-01
EATON VANCE MANAGEMENT
CEO, PRESIDENT
direct
2007-11-01
EATON VANCE INVESTMENT COUNSEL
EXECUTIVE VICE PRESIDENT
direct
2007-11-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED
DIRECTOR
direct
2007-11-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C.
MANAGER
direct
2007-11-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC
EATON VANCE ACQUISITIONS, REPRESENTATIVE
direct
2003-09-01
BOSTON MANAGEMENT AND RESEARCH
CHIEF EQUITY INVESTMENT OFFICER, EXECUTIVE VICE PRESIDENT
direct
1995-02-01
2001-03-30
EATON VANCE MANAGEMENT
CHIEF EQUITY INVESTMENT OFFICER, EXECUTIVE VICE PRESIDENT
direct
1995-02-01
2001-08-08
EATON VANCE MANAGEMENT
CHIEF INVESTMENT OFFICER, EXECUTIVE VICE PRESIDENT
direct
2001-11-01
2007-03-05
BOSTON MANAGEMENT AND RESEARCH
CHIEF INVESTMENT OFFICER, EXECUTIVE VICE PRESIDENT
direct
2001-11-01
2007-03-05
EATON VANCE MANAGEMENT
CHIEF INVESTMENT OFFICER, PRESIDENT
direct
2001-11-01
2007-04-25
EATON VANCE INVESTMENT COUNSEL
CIO, EXECUTIVE VICE PRESIDENT
direct
2004-07-01
2007-04-25
BOSTON MANAGEMENT AND RESEARCH
CHIEF INVESTMENT OFFICER, PRESIDENT
direct
2001-11-01
2007-04-25
PPA ACQUISITION CORP.
MANAGER
direct
2003-09-01
2014-01-28
EATON VANCE INVESTMENT ADVISORS
PRESIDENT
direct
2016-09-01
2016-09-15
SHEA, JOHN, LAWRENCE
TRUSTEE EATON VANCE CORP. VOTING TRUST
12/01/2014
Indirect
Other
Fund Name
Position
direct/indirect
start date
end date
BOSTON MANAGEMENT AND RESEARCH
TRUSTEE
indirect
2014-12-01
EATON VANCE MANAGEMENT
TRUSTEE
indirect
2014-12-01
HEXAVEST INC.
TRUSTEE
indirect
2014-12-01
EATON VANCE INVESTMENT COUNSEL
TRUSTEE
indirect
2014-12-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED
TRUSTEE
indirect
2014-12-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED
TRUSTEE
indirect
2014-12-01
EATON VANCE INVESTMENT ADVISORS
TRUSTEE
indirect
2014-12-01
LEE, THOMAS
TRUSTEE EATON VANCE CORP. VOTING TRUST
01/01/2020
Indirect
Other
Fund Name
Position
direct/indirect
start date
end date
THE CLIFTON GROUP INVESTMENT MANAGEMENT COMPANY
PRINCIPAL, SENIOR PORTFOLIO MANAGER
direct
1994-06-01
PARAMETRIC RISK ADVISORS LLC
MANAGER, CO-MANAGING DIRECTOR - INVESTMENT STRATEGY AND RESEARCH
direct
2015-11-01
CLIFTON GROUP INVESTMENT MANAGEMENT CO
PORTFOLIO MANAGER
direct
1993-08-01
2006-04-11
THE CLIFTON GROUP INVESTMENT MANAGEMENT COMPANY
PORTFOLIO MANAGER
direct
1994-06-01
2007-03-30
THE CLIFTON GROUP INVESTMENT MANAGEMENT COMPANY
SENIOR PORTFOLIO MANAGER
direct
1994-06-01
2008-03-28
MCCABE, DAVID, CONNOR
TRUSTEE EATON VANCE CORP. VOTING TRUST
11/01/2011
Indirect
Other
Fund Name
Position
direct/indirect
start date
end date
BOSTON MANAGEMENT AND RESEARCH
TRUSTEE
indirect
2011-11-01
EATON VANCE MANAGEMENT
TRUSTEE
indirect
2011-11-01
HEXAVEST INC.
TRUSTEE
indirect
2011-11-01
EATON VANCE INVESTMENT COUNSEL
TRUSTEE
indirect
2011-11-01
EATON VANCE INVESTMENT COUNSEL
PRESIDENT
direct
2011-11-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED
TRUSTEE
indirect
2011-11-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED
TRUSTEE
indirect
2011-11-01
CALVERT RESEARCH AND MANAGEMENT
TRUSTEE
indirect
2011-11-01
CATALDO, DANIEL, CARL
TRUSTEE EATON VANCE CORP. VOTING TRUST
03/01/2012
Indirect
Other
Fund Name
Position
direct/indirect
start date
end date
BOSTON MANAGEMENT AND RESEARCH
TRUSTEE
indirect
2012-03-01
EATON VANCE MANAGEMENT
TRUSTEE
indirect
2012-03-01
HEXAVEST INC.
TRUSTEE
indirect
2012-03-01
EATON VANCE INVESTMENT COUNSEL
TRUSTEE
indirect
2012-03-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED
TRUSTEE
indirect
2012-03-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED
TRUSTEE
indirect
2012-03-01
EATON VANCE INVESTMENT ADVISORS
TRUSTEE
indirect
2012-03-01
Seto, Thomas, Chan Lin
TRUSTEE EATON VANCE CORP. VOTING TRUST
01/01/2020
Indirect
Other
Fund Name
Position
direct/indirect
start date
end date
PARAMETRIC PORTFOLIO ASSOCIATES LLC
HEAD OF INVESTMENT MANAGEMENT - SEATTLE INVESTMENT CENTER (11/2014)
direct
2009-11-01
LANGSTRAAT, BRIAN, DEAN
TRUSTEE EATON VANCE CORP. VOTING TRUST
01/01/2009
Indirect
Other
Fund Name
Position
direct/indirect
start date
end date
PARAMETRIC PORTFOLIO ASSOCIATES LLC
MANAGER, CEO
direct
2001-06-01
PARAMETRIC PORTFOLIO ASSOCIATES
MANAGING DIRECTOR/ DIRECTOR, CEO
direct
2001-06-01
BOSTON MANAGEMENT AND RESEARCH
TRUSTEE
indirect
2009-01-01
EATON VANCE INVESTMENT COUNSEL
TRUSTEE
indirect
2009-01-01
HEXAVEST INC.
TRUSTEE
indirect
2009-01-01
EATON VANCE MANAGEMENT
TRUSTEE
indirect
2009-01-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED
TRUSTEE
indirect
2009-01-01
CALVERT RESEARCH AND MANAGEMENT
TRUSTEE
indirect
2009-01-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED
TRUSTEE
indirect
2009-01-01
PARAMETRIC PORTFOLIO ASSOCIATES
MANAGING DIRECTOR
direct
1998-01-01
2001-02-27
PARAMETRIC PORTFOLIO ASSOCIATES LLC
MANAGING DIRECTOR/DIRECTOR, CEO
direct
2001-06-01
2010-01-29
PARAMETRIC PORTFOLIO ASSOCIATES LLC
MANAGER
indirect
2001-06-01
2012-05-02
PARAMETRIC PORTFOLIO ASSOCIATES LLC
MANAGER CEO
direct
2001-06-01
2014-01-28
WITKOS, MATTHEW, JOSEPH
TRUSTEE EATON VANCE CORP. VOTING TRUST
07/01/2007
Indirect
Other
Fund Name
Position
direct/indirect
start date
end date
BOSTON MANAGEMENT AND RESEARCH
TRUSTEE
indirect
2007-07-01
EATON VANCE MANAGEMENT
TRUSTEE
indirect
2007-07-01
IXIS ASSET MANAGEMENT ADVISORS, L.P.
EXECUTIVE VICE PRESIDENT (EVP)
direct
2004-02-01
IXIS ASSET MANAGEMENT ADVISORS, L.P.
EXECUTIVE VICE PRESIDENT (EVP) OF ASSET MANAGEMENT MARKETING
direct
2004-02-01
HEXAVEST INC.
TRUSTEE
indirect
2007-07-01
EATON VANCE INVESTMENT COUNSEL
TRUSTEE
indirect
2007-07-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED
TRUSTEE
indirect
2007-07-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED
TRUSTEE
indirect
2007-07-01
EATON VANCE INVESTMENT ADVISORS
TRUSTEE
indirect
2007-07-01
SWAFFIELD, PAYSON, FREDERICK
TRUSTEE EATON VANCE CORP. VOTING TRUST
01/01/2000
Indirect
Other
Fund Name
Position
direct/indirect
start date
end date
BOSTON MANAGEMENT AND RESEARCH
TRUSTEE
indirect
2000-01-01
EATON VANCE MANAGEMENT
TRUSTEE
indirect
2000-01-01
EATON VANCE INVESTMENT COUNSEL
TRUSTEE
indirect
2000-01-01
HEXAVEST INC.
TRUSTEE
indirect
2000-01-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED
TRUSTEE
indirect
2000-01-01
EATON VANCE INVESTMENT ADVISORS
TRUSTEE
indirect
2000-01-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED
TRUSTEE
indirect
2000-01-01
EVANS, JAMES, HAMILTON
TRUSTEE EATON VANCE CORP. VOTING TRUST
11/01/2013
Indirect
Other
Fund Name
Position
direct/indirect
start date
end date
BOSTON MANAGEMENT AND RESEARCH
TRUSTEE
indirect
2013-11-01
EATON VANCE MANAGEMENT
TRUSTEE
indirect
2013-11-01
HEXAVEST INC.
TRUSTEE
indirect
2013-11-01
EATON VANCE INVESTMENT COUNSEL
TRUSTEE
indirect
2013-11-01
M.A. SASS TAX ADVANTAGED BOND STRATEGIES, L.L.C.
SENIOR PORTFOLIO MANAGER, SENIOR VICE PRESIDENT
direct
2006-05-01
M.D. SASS TAX ADVANTAGED BOND STRATEGIES, L.L.C.
MEMBER
indirect
2006-06-01
M.D. SASS TAX ADVANTAGED BOND STRATEGIES, L.L.C.
MEMBER
direct
2006-06-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED
TRUSTEE
indirect
2013-11-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED
TRUSTEE
indirect
2013-11-01
EATON VANCE INVESTMENT ADVISORS
TRUSTEE
indirect
2013-11-01