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BTO JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND Insider Trading

Latest: Director Bought $12K of Shares · May 2026

Multiple insiders have been active at JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND (BTO): 5 distinct insiders account for 5 buy filings and 0 sell filings as of May 2026. Its highest-significance filing in the last 90 days: Director Hurtsellers Christine bought $12K, transaction dated May 2026.

5 filings analyzed · Latest 2026-05-07

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Buys
5
Sells
0
Insiders
5
Direction
Net buying

JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND leadership

General Counsel
Christopher Sechler — Secretary and Chief Legal Officer
Chair
Hassell H. McClellan — Chairperson of the Board
May 2026
2026-05-07
low
321 shares
$12,000
@ $37.38
Significance 4

Director Christine Hurtsellers purchases 321 shares of BTO closed-end fund at market price.

Director Christine Hurtsellers acquired a modest stake in John Hancock Financial Opportunities Fund across four transactions on the same date, totaling approximately 321 shares. The timing is notable: the stock trades somewhat below its recent highs and has experienced mixed price action over the preceding months, recovering modestly in the near term after a longer-term pullback. While the absolute dollar volume remains relatively small and provides limited insight into conviction, a director's willingness to deploy personal capital into the fund suggests at least neutral to positive sentiment. Without additional context on prior trading history or the broader insider activity at the fund, this filing reflects routine director participation but lacks the outsized conviction or unusual pattern that would signal urgent investor attention.

January 2026
2026-01-27
low
270 shares
$10,001
@ $37.10
Significance 4

Director Kenneth J Phelan buys 269 shares of BTO at $37.10, establishing initial 269-share position

Kenneth J Phelan, a director, purchased 269 shares of John Hancock Financial Opportunities Fund (BTO) at $37.10 on 2026-01-26, establishing a new 269-share holding position. The transaction represents a modest absolute size ($10.0K), though BTO trades near the top of its 52-week range at $37.00 (currently -3.6% from the $38.37 high). Phelan's cross-ticker track record shows 11 prior open-market buys with a 100.00% 90-day win rate and an average 90-day return of +10.8%, though this is not ticker-specific evidence. The purchase occurs in a fund with recent positive momentum: 30-day change +4.0%, 90-day change +10.6%.

April 2025
2025-04-09
low
378 shares
$11,169
@ $29.55
Significance 3

Director Wright Thomas Rowe bought 378 BTO shares at $29.55; stock down 21.9% from 52-week high of $39.45

Director Wright Thomas Rowe purchased 378 shares of John Hancock Financial Opportunities Fund (BTO) at $29.55 on 2025-04-08, establishing an initial position in the closed-end fund. The purchase price sits below the 52-week high of $39.45 and the current price of $30.82. The transaction value of $11,169.14 represents a modest absolute commitment, and this marks one of 7 prior open-market buys in the director's cross-ticker transaction history. The fund has declined 5.2% over 30 days and 11.8% over 90 days, placing the purchase in a period of recent weakness.

January 2025
2025-01-15
low
288 shares
$9,994
@ $34.70
Significance 4

Bacic William K bought 288 shares of BTO at $34.70, establishing initial position

Bacic William K purchased 288 shares of JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND (BTO) at $34.70 on 2025-01-14, establishing an initial position after holding zero shares previously. The transaction represents a $9,993.60 capital deployment into a closed-end fund currently trading at $36.74, approximately 6.0% higher than 90 days prior. This is the insider's ninth open-market buy transaction across all tickers in his track record, indicating a consistent pattern of acquisition activity. As an initial position entry in a fund holding, this action warrants standard monitoring but lacks the signal strength of a material accumulation by a long-term shareholder.

December 2024
2024-12-26
medium
315 shares
$11,308
@ $35.90
Significance 6

Insider Noni L buys 315 shares of BTO at $35.90; holding surges 71.4%, cross-ticker track record shows 100% 90d win rate on 19 prior buys.

Ellison Noni L purchased 315 shares at $35.90 on 2024-12-23, expanding her position from 441 to 756 shares—a 71.4% increase. Notably, this purchase occurred within the 52-week range ($26.36–$39.45) and only 9.9% below the 52-week high, suggesting the trade took place near elevated valuation levels. The insider's cross-ticker track record is materially supportive: across 19 prior open-market buys, she achieved a 100.00% 90-day win rate with an average 90-day return of +16.9%, indicating consistent ability to identify subsequently strong positions. However, this historical success spans multiple securities and does not specifically address her prior performance in BTO itself, limiting the predictive value of the track record for this particular ticker.

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