Bacic William K purchases 610 HPI shares at $16.45 for $10,034.50; new holder with 8 prior cross-ticker buys.
Bacic William K initiated a position in John Hancock Preferred Income Fund (HPI) on 2025-01-14, buying 610 shares at $16.45, establishing his first holding in this closed-end fund. The transaction occurred near the lower end of the 52-week range ($15.37–$19.30), with the fund currently trading at $17.22 (+2.5% over the past 30 days). His cross-ticker track record shows 8 prior open-market buys, though no prior trades at HPI provide same-ticker context. The modest position size ($10,034.50) and initial-holder status limit the immediate signaling power, though the purchase timing relative to recent price recovery warrants standard monitoring of the insider's subsequent activity at this holding.
William K Bacic purchases 624 shares of HPF at $16.06 (first position in this fund)
Bacic established an initial position of 624 shares in John Hancock Preferred Income Fund II (HPF) on 2025-01-14 at $16.06, building his first holding in this particular fund. The fund currently trades at $16.47, placing the transaction 2.5% below current market price and approximately 13.2% below the 52-week high of $18.98. The insider's cross-ticker track record shows 8 prior buys across other securities, providing baseline evidence of a consistent buyer orientation, though no prior transaction history at HPF itself is observable.
Bacic initiates position in HPS with 706-share purchase at $14.25; stock down 14.6% from 52-week high.
William K Bacic purchased 706 shares of John Hancock Preferred Income Fund III at $14.25 on 2025-01-14, establishing an initial position of 706 shares with a total transaction value of $10,060.50. The purchase occurred when HPS was trading -14.6% from its 52-week high of $17.24 and -2.6% over the prior 30 days. This represents Bacic's first trade in this security, though his cross-ticker track record shows 8 prior open-market buys. The current price of $14.72 is only $0.47 above the transaction price, leaving minimal subsequent price movement to evaluate the trade's timing or outcome.
Insider Bacic William K purchases 459 shares of HTD at $21.97, establishing first position in closed-end fund.
Bacic William K purchased 459 shares of JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND at $21.97 on 2025-01-14, moving from zero holdings to 459 shares—a new position initiation rather than an accumulation or averaging pattern. The purchase price of $21.97 is 1.2% below the current market price of $22.24 and 7.1% below the 52-week high of $23.64, placing the trade in the lower-to-middle range of recent valuation levels. This appears to be a modest-sized entry into a closed-end dividend fund, consistent with the insider's track record of 8 prior open-market purchases across his broader portfolio activity, though no prior transactions in HTD are documented in the holdings history.
Bacic William K purchases 986 shares of HEQ at $10.33, first position in John Hancock Hedged Equity fund.
Bacic William K established an initial position in John Hancock Hedged Equity & Income Fund (HEQ) with a purchase of 986 shares at $10.33 on 2025-01-14, creating a starting position from zero. This is an open-market buy by an insider in a closed-end fund focused on dividend income and downside hedging. The security is currently trading at $10.37, only 0.4% above the transaction price, and the fund is trading -6.7% from its 52-week high and -1.2% over the past 30 days. The insider's cross-ticker track record shows 8 prior buys across other holdings, establishing a pattern of acquisition activity, though no prior transactions at this specific ticker are evident. Without additional context on the insider's role or rationale, the transaction reflects entry into a positioned-income strategy but does not constitute a substantial position or signal unusual activity.
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.
Bacic William K purchases 911 shares of JHS at $11.05 on 2025-01-14; initial position for insider with 8 prior open-market buys across other tickers.
Bacic William K acquired 911 shares of John Hancock Income Securities Trust at $11.05, establishing a new position in the fund. This represents his first transaction in JHS; he held 0 shares prior. While the insider has executed 8 prior open-market purchases across other tickers, this opening position in JHS is not yet supported by a pattern of additional activity or accumulation at this specific ticker. The current price of $11.14 reflects modest appreciation from the $11.05 purchase price, positioning the stock 5.6% below its 52-week high and down 4.5% over the past 90 days. As a single initial buy with no accompanying same-ticker purchase history, the transaction documents a new entry without additional context regarding the insider's investment thesis or conviction level at this security.
Bacic William K initiates position: 719 JHI shares purchased at $14.00 on 2025-01-14
Bacic William K purchased 719 shares of John Hancock Investors Trust at $14.00 on 2025-01-14, establishing an initial position in the security with a total value of $10,066.00. The transaction occurred near the upper end of the 52-week range ($12.84–$14.45), approximately 2.5% below the 52-week high and at a price point 0.6% above the current market price of $14.09. The insider's cross-ticker track record shows 8 prior open-market buys, indicating a pattern of selective equity accumulation. However, without comparable transactions in John Hancock Investors Trust itself, the trade's significance at this ticker remains limited to the initiation of a modest holding.
Bacic William K bought 800 shares of PDT at $12.55 on 2025-01-14 ($10.0K), first purchase in the fund.
Bacic William K purchased 800 shares of John Hancock Premium Dividend Fund at $12.55, establishing an initial position in the fund. The transaction occurs at a price -6.0% from the 52-week high of $13.54, near the midpoint of the 52-week range ($10.46–$13.54). This represents the insider's first open-market purchase of PDT, following a track record of 8 prior buys across other securities. The modest transaction size ($10.0K) and entry into a closed-end dividend fund warrant standard monitoring, though the absence of prior PDT trades limits inference of insider conviction specific to this holding.
