Insider · SEC Form 4 filer

Kenneth Phelan

Past buys: 1 of 9 beat

Companies

Where they file as an insider

Covista (CVSA) Director Latest filing Nov 12, 2026
Huntington Bancshares (HBAN) Director Latest filing Oct 1, 2026
John Hancock Investors Trust (JHI) Director Latest filing Jan 27, 2026
John Hancock Income Securities Trust (JHS) Director Latest filing Jan 27, 2026
John Hancock Diversified Income Fund (HEQ) Director Latest filing Jan 27, 2026
John Hancock Premium Dividend Fund (PDT) Director Latest filing Jan 26, 2026
John Hancock Financial Opportunities Fund (BTO) Director Latest filing Jan 26, 2026
John Hancock Preferred Income Fund (HPI) Director Latest filing Jan 26, 2026

And 3 more companies with older filings.

Track record

Did their buys beat the typical stock?

Open-market buys11
Quarters checked 6 months later9
Beat the typical stock 1 of 9
Quarters too new to check0

1 of 9 checked quarters beat the typical stock. A past record is data, not a forecast.

John Hancock Investors Trust (JHI) Bought Jan 27, 2026 · $10K · 730 shares Behind typical Mar 31, 2026 $12.91 → Sep 30, 2026 $12.35 · −4.3% (typical stock +1.7%)
John Hancock Diversified Income Fund (HEQ) Bought Jan 27, 2026 · $10K · 905 shares Beat typical Mar 31, 2026 $10.86 → Sep 30, 2026 $11.15 · +2.7% (typical stock +1.7%)
John Hancock Preferred Income Fund II (HPF) Bought Jan 26, 2026 · $10K · 618 shares Behind typical Mar 31, 2026 $15.61 → Sep 30, 2026 $13.47 · −13.7% (typical stock +1.7%)
John Hancock Preferred Income Fund (HPI) Bought Jan 26, 2026 · $10K · 614 shares Behind typical Mar 31, 2026 $15.69 → Sep 30, 2026 $14.00 · −10.8% (typical stock +1.7%)
John Hancock Preferred Income Fund III (HPS) Bought Jan 26, 2026 · $10K · 683 shares Behind typical Mar 31, 2026 $14.24 → Sep 30, 2026 $12.04 · −15.4% (typical stock +1.7%)
John Hancock Tax-Advantaged Dividend Income Fund (HTD) Bought Jan 26, 2026 · $10K · 415 shares Behind typical Mar 31, 2026 $24.77 → Sep 30, 2026 $22.18 · −10.5% (typical stock +1.7%)
John Hancock Income Securities Trust (JHS) Bought Jan 26–27, 2026 · $10.1K · 855 shares Behind typical Mar 31, 2026 $10.94 → Sep 30, 2026 $10.37 · −5.2% (typical stock +1.7%)
John Hancock Premium Dividend Fund (PDT) Bought Jan 26, 2026 · $10K · 774 shares Behind typical Mar 31, 2026 $13.10 → Sep 30, 2026 $11.72 · −10.5% (typical stock +1.7%)
John Hancock Financial Opportunities Fund (BTO) Bought Jan 26, 2026 · $10K · 270 shares Behind typical Mar 31, 2026 $35.87 → Sep 30, 2026 $35.88 · +0.0% (typical stock +1.7%)
Adtalem Global Education (ATGE) Bought Nov 5, 2025 · $49.9K · 508 shares Not counted Not counted. We have no fund price for this stock on both Dec 31, 2025 and Jun 30, 2026.

Each row is one stock in one quarter, however many buys it took. We take the stock's price at the end of that quarter and again 6 months later, and compare it with the typical stock over the same dates. Prices are quarter-end values from funds' 13F reports (the middle value across 3 or more funds), through Sep 30, 2026. Moves past 3 times up or down, mostly stock splits, are left out. How we tested this.

Past results. This is data, not advice.

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist