Director Phelan Kenneth J bought 613 shares of HPI at $16.30 on 2026-01-26, establishing first position ($10.0K).
Director Phelan Kenneth J purchased 613 shares at $16.30, totaling $10,001.00, establishing an initial position in John Hancock Preferred Income Fund with no prior holdings. This represents a modest first-time investment, modestly above the fund's current price of $16.25 and within the 52-week trading range of $15.00–$17.73. The insider's cross-ticker track record shows 11 prior buys with a 100% 90-day win rate and an average 90-day return of +10.8%, though this particular fund purchase occurs within a period of price weakness (the stock is down 6.4% over 90 days and 0.6% over 30 days).
Director Kenneth J Phelan bought 618 HPF shares at $16.18; first position, value $10.0K
Kenneth J Phelan, a director, established an initial position in John Hancock Preferred Income Fund II by purchasing 618 shares at $16.18 on 2026-01-26, representing a $10.0K investment. The current price of $16.13 is -8.2% from the 52-week high of $17.58, positioning this purchase near recent lows but not at the extreme. Phelan's cross-ticker track record shows 11 prior buys with an average 90-day return of +10.8% and a 100.00% win rate, suggesting consistent execution on open-market purchases. However, this specific transaction involves a closed-end fund rather than a company whose fundamentals or operations the director would typically influence, limiting the traditional insider-information interpretation that applies to corporate stock purchases.
Director Phelan Kenneth J buys 682 shares of HPS at $14.65, establishing initial position of $10,001.00
Phelan Kenneth J, a Director, purchased 682 shares of John Hancock Preferred Income Fund III (HPS) at $14.65 on 2026-01-26, establishing an initial position worth $10,001.00. The purchase price of $14.65 is positioned near the middle of the 52-week range of $13.62–$15.65, approximately 7.0% below the 52-week high. Across his cross-ticker track record, the insider has executed 11 prior open-market buys with a 100.00% 90-day win rate and an average 90-day return of +10.8%, suggesting consistent execution discipline. This represents a first acquisition of HPS shares by this director, establishing a baseline holding of 682 shares.
Director Phelan Kenneth J bought 415 shares of HTD at $24.09 on 2026-01-26 for $10,000.99, establishing initial position
Director Phelan Kenneth J purchased 415 shares of John Hancock Tax-Advantaged Dividend Income Fund at $24.09 on 2026-01-26, establishing his first recorded holding in the fund with an aggregate transaction value of $10,000.99. The purchase price sits modestly below the current price of $24.22 and within the 52-week range, with the stock currently -3.9% from its 52-week high of $25.21. The director's broader cross-ticker track record shows 11 prior buys with a 100.00% 90-day win rate and a +10.8% average 90-day return, suggesting a historical pattern of disciplined acquisition timing across different securities. This new position establishes an initial stake in a dividend-focused closed-end fund rather than representing a change to an existing holding.
Director Phelan Kenneth J purchases 905 shares of HEQ at $11.10; first position held.
Director Phelan Kenneth J made his first purchase of John Hancock Diversified Income Fund (HEQ), acquiring 905 shares at $11.10 on 2026-01-27 for $10,045.50. The purchase occurred near the stock's 52-week high of $11.09, with HEQ trading at +2.9% over the prior 30 days and +2.7% over 90 days. Across his broader trading history, this director's 11 prior open-market purchases averaged 90-day returns of +10.8%, though this metric spans multiple securities and provides limited direct insight into HEQ-specific outcomes. The transaction represents an initial stake in the fund with no pre-existing position.
Director Kenneth J Phelan bought 130 shares of JHS at $11.75 (Jan 26), initiating position; current price $11.76
Kenneth J Phelan, a director of John Hancock Income Securities Trust, initiated a position by purchasing 130 shares at $11.75 on January 26, 2026, for a total value of $1,527.50. The transaction size is modest relative to typical institutional holdings and amounts to a low-dollar entry into the security. At the current price of $11.76, the position is nearly at the purchase level, with the stock trading within its 52-week range and having posted mixed recent momentum (+1.8% over 30 days, +1.2% over 90 days). While the director's cross-ticker track record shows a 90-day win rate of 100.00% across 11 prior buys, this represents Phelan's first recorded transaction at JHS, so no same-ticker historical pattern is available to assess whether this purchase follows a demonstrated strategy at this particular security.
Director Phelan Kenneth J bought 725 JHS shares at $11.78 (Jan 27), expanding position by 557.7% to 855 shares total.
Kenneth J Phelan, a director of John Hancock Income Securities Trust, executed a substantial open-market purchase of 725 shares at $11.78 on 2026-01-27, increasing his holdings from 130 to 855 shares—a 557.7% expansion. This follows a similar buy of 30 shares the prior day at the same ticker, suggesting sequential accumulation. The current price of $11.76 sits -1.3% from the 52-week high ($11.91) and 1.8% above 30-day levels, placing the transaction near recent peaks. Across his cross-ticker buy history, Phelan achieved a 100.00% win rate over 90 days with an average 90d return of +10.8%; however, his same-ticker history at JHS is too early to measure (prior buy was 2026-01-26). The transaction magnitude and consecutive-day activity pattern are noteworthy, but the absence of measurable same-ticker outcomes limits inference about this specific investment thesis.
Director Phelan Kenneth J purchased 730 shares of JHI at $13.75, establishing initial position
Phelan Kenneth J, a Director, made an open-market purchase of 730 shares at $13.75 on 2026-01-27, totaling $10,037.43 and establishing his initial holding in JOHN HANCOCK INVESTORS TRUST. The purchase price sits 5.2% below the 52-week high of $14.49 and within the current trading range of $12.41–$14.49. Across all his open-market transactions, Phelan's track record shows 11 prior buys with a 100.00% 90-day win rate and a 90-day average return of +10.8%, though that historical performance is cross-ticker and provides limited direct insight into his specific conviction or precision at JHI given the absence of prior same-ticker transaction history.
Director Phelan Kenneth J bought 774 shares of PDT at $12.92, establishing first position
Kenneth J Phelan, a Director, purchased 774 shares of John Hancock Premium Dividend Fund at $12.92 on 2026-01-26, totaling $10,001.00, representing his first holding in the security (prior holdings: 0 shares). The purchase price of $12.92 is 0.08% above the current market price of $12.91 and sits within the 52-week range of $11.70–$13.48, positioned 4.2% below the 52-week high. Phelan's cross-ticker track record shows 11 prior open-market purchases with an average 90-day return of +10.8% and a 90-day win rate of 100.00%, though this represents performance across different securities and does not establish predictive value for this particular closed-end fund position.
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%.
