Ellison Noni L buys 670 HPI shares at $16.78 on 2024-12-23; holdings surge 83.4% to 1,473 shares; prior same-ticker buys were 100% well-timed at 90-day mark.
Ellison Noni L's purchase of 670 shares represents a material 83.4% increase in her HPI holdings, acquired at $16.78 on 2024-12-23. The current price of $16.52 is -5.3% below this transaction price over 30 days and -10.5% over 90 days, placing the stock -14.4% from its 52-week high of $19.30. Notably, both of her prior trades at HPI (two buys on 2023-10-12) delivered positive 90-day returns of 14.4% and 14.5%, establishing a perfect track record of well-timed entries at this specific ticker. Her cross-ticker buy track record shows 19 prior purchases with an average 90-day return of +16.9% and a 100.00% win rate, though her 1 prior sell was well-timed with a -78.2% average 90d return after the sale.
Ellison Noni L buys 675 shares of HPF in 2 transactions totaling $11,130.56; holdings rise 81.0% to 1,508 shares.
Ellison Noni L executed 2 separate purchases totaling 675 shares for $11,130.56 at a blended average price of $16.49 on 2024-12-23, substantially increasing his stake in John Hancock Preferred Income Fund II from 833 shares to 1,508 shares—an 81.0% increase in holdings. The transaction was executed at prices ($16.30 and $16.68) very close to the current price of $16.47, suggesting near-market execution. His prior trade history at this specific ticker shows 2 prior buys both executed on 2023-10-12, both of which returned +22.6% at the 90-day mark, establishing a 100% well-timed pattern for buys at HPF. This repeat purchase at HPF after a proven track record of favorable multi-month outcomes at the same ticker, combined with a substantial increase in absolute holdings (from 833 to 1,508 shares), signals accumulated exposure in a position where his prior timing proved sound.
Ellison Noni L bought 740 HPS shares at $15.26; holdings grew 82.9% to 1,633 shares after prior buy in Oct 2023 returned +16.7% in 90 days.
Ellison Noni L purchased 740 shares of John Hancock Preferred Income Fund III (HPS) on 2024-12-23 at $15.26, significantly increasing her holdings by 82.9% from 893 to 1,633 shares. This represents a repeated purchase at the same ticker following a prior October 2023 buy that generated a +16.7% 90-day return, with 1 of 1 of her prior HPS buys well-timed. Her cross-ticker track record shows 19 prior buys with a 100.00% 90-day win rate and avg 90d return of +16.9%, suggesting consistent execution discipline. The current price of $14.97 sits 13.2% below the 52-week high and down 2.9% over 30 days, placing the transaction below recent highs but within the fund's recent trading pattern.
Ellison Noni L purchased 505 HTD shares (+76.5% to holdings) at $22.38; prior HTD buy in Oct 2023 returned +16.8% over 90 days.
Ellison Noni L increased her HTD position from 660 to 1,165 shares via a $11,301.90 purchase at $22.38 on 2024-12-23. This represents a substantial 76.5% expansion of her stake in the John Hancock Tax-Advantaged Dividend Income Fund. Her cross-ticker track record shows 19 prior buys with a 100.00% 90-day win rate and average 90-day return of +16.9%, though this ticker-specific context is more relevant: a prior HTD purchase on 2023-10-12 also performed well, returning +16.8% over 90 days. The timing of this purchase comes as HTD trades 6.4% below its 52-week high of $23.64 and has declined 5.6% over the prior 30 days, suggesting the insider is accumulating at relatively depressed price levels within recent trading range.
Ellison Noni L buys 1,070 shares of John Hancock HEQ at $10.54; holdings surge 90.5% to 2.3K shares
Ellison Noni L purchased 1,070 shares of John Hancock Hedged Equity & Income Fund (HEQ) at $10.54 on 2024-12-23, increasing his post-transaction holdings to 2,252 shares, a net change of +90.5% from the prior 1,182 shares. The purchase occurred when HEQ was trading -6.0% from its 52-week high of $11.11 and -5.1% from its 30-day average. Across his cross-ticker open-market history, Noni has completed 19 prior buys averaging +3.5% return over 30 days and +16.9% over 90 days with a 100.00% win rate, signaling a pattern of well-timed purchase decisions. This substantial 90.5% increase in position size in a fund vehicle trading near short-term lows warrants observation alongside his demonstrated execution track record, though the transaction represents a routine open-market equity purchase without material leverage or restructuring signals.
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.
Ellison Noni L bought 980 shares of JHS at blended average $11.53 in 2 transactions, raising holdings 88.8% to 2,083 shares
Ellison Noni L executed 2 separate purchases totaling 980 shares for $11,301.40 at a blended average price of $11.53, nearly doubling her post-transaction holdings to 2,083 shares from 1,103 shares. The purchase price of $11.53 is slightly above the current price of $11.26 and near the 52-week high of $11.80, occurring when the stock has declined 4.6% from its 52-week peak and 2.1% over 30 days. Her prior transaction at this same ticker (October 2023) generated a 90-day return of +8.4%, though her cross-ticker buy history shows a 100% win rate at 90 days with an average return of +15.9%, establishing a pattern of favorable post-purchase outcomes. The substantial increase in position size (88.8% net change) combined with the timing near recent highs and the track record of positive subsequent returns merit attention to whether this accumulation reflects forward expectations for JHS.
Ellison Noni L purchases 800 shares of JHI at $14.10 in 2 transactions, +84.7% increase to 1,744-share position
Ellison Noni L completed 2 separate purchases totaling 800 shares for $11,280.00 at $14.10 per share on 2024-12-23, increasing his holdings by 84.7% to 1,744 shares. The transaction price of $14.10 is 1.8% above the current price of $13.85 and sits within the 52-week range ($12.81–$14.45), near recent highs. His cross-ticker track record shows 19 prior buys with a 100.00% 90-day win rate and average 90d return of +15.9%, and his single prior buy at JHI (2023-10-12) also posted positive returns (90d +9.6%), establishing a consistent pattern of successful open-market equity purchases. The substantial position increase in this filing, combined with his demonstrated historical accuracy across buys, provides a meaningful data point on insider conviction in this holding.
Ellison Noni L bought 890 shares of John Hancock Premium Dividend Fund at $12.64, increasing holdings 74.0% to 2,093 shares
Ellison Noni L purchased 890 shares of PDT on 2024-12-23 at $12.64, a material addition that raised her holdings by 74.0% from 1,203 to 2,093 shares. The prior buy at this ticker on 2023-10-12 generated a 90-day return of +17.7%, establishing a positive precedent for buys at PDT. However, the current purchase occurs while the stock trades 7.1% below its 52-week high and has declined 3.2% over the preceding 30 days and 6.3% over 90 days, a notably weaker entry window relative to the timing of her prior PDT transaction. The transaction signals continued conviction in the holding, though the recent price deterioration and the insider's modest cross-ticker historical buy win rate merit observation.
