SEC Form 4 reporting owner

Phelan Kenneth J

Phelan Kenneth J has filed 19 Form 4 transactions reported between January 2, 2026 and July 1, 2026, as Director of HUNTINGTON BANCSHARES INC /MD/, Director of JOHN HANCOCK INVESTORS TRUST, Director of JOHN HANCOCK INCOME SECURITIES TRUST, Director of John Hancock Diversified Income Fund, Director of JOHN HANCOCK PREFERRED INCOME FUND II, Director of JOHN HANCOCK PREFERRED INCOME FUND, Director of JOHN HANCOCK PREFERRED INCOME FUND III, Director of JOHN HANCOCK PREMIUM DIVIDEND FUND, Director of JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND and Director of JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND.

Name as filed: Phelan Kenneth J

Open-market buys, 24 mo
$90K
10 lines
Open-market sales, 24 mo
None
reported
Companies
10
with Form 4 filings
Latest transaction
Jul 1, 2026
transaction date

Roles and reported holdings

  • HBANHUNTINGTON BANCSHARES INC /MD/
    Jan 2, 2026 – Jul 1, 2026

    Director

    Held directly95,283 sh as of Jan 13, 2026 · Form 4
  • JHIJOHN HANCOCK INVESTORS TRUST
    Jan 27, 2026

    Director

    Held directly730 sh as of Jan 27, 2026 · Form 4

    24 months: $10K bought

  • JHSJOHN HANCOCK INCOME SECURITIES TRUST
    Jan 26, 2026 – Jan 27, 2026

    Director

    Held directly855 sh as of Jan 27, 2026 · Form 4

    24 months: $10K bought

  • HEQJohn Hancock Diversified Income Fund
    Jan 27, 2026

    Director

    Held directly905 sh as of Jan 27, 2026 · Form 4

    24 months: $10K bought

  • HPFJOHN HANCOCK PREFERRED INCOME FUND II
    Jan 26, 2026

    Director

    Held directly618 sh as of Jan 26, 2026 · Form 4

    24 months: $10K bought

  • HPIJOHN HANCOCK PREFERRED INCOME FUND
    Jan 26, 2026

    Director

    Held directly614 sh as of Jan 26, 2026 · Form 4

    24 months: $10K bought

  • HPSJOHN HANCOCK PREFERRED INCOME FUND III
    Jan 26, 2026

    Director

    Held directly683 sh as of Jan 26, 2026 · Form 4

    24 months: $10K bought

  • PDTJOHN HANCOCK PREMIUM DIVIDEND FUND
    Jan 26, 2026

    Director

    Held directly774 sh as of Jan 26, 2026 · Form 4

    24 months: $10K bought

  • BTOJOHN HANCOCK FINANCIAL OPPORTUNITIES FUND
    Jan 26, 2026

    Director

    Held directly270 sh as of Jan 26, 2026 · Form 4

    24 months: $10K bought

  • HTDJOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND
    Jan 26, 2026

    Director

    Held directly415 sh as of Jan 26, 2026 · Form 4

    24 months: $10K bought

Transaction history

All 19 reported transactions, newest first. Every row links to the Form 4 on SEC EDGAR.

DateCompanyTypeSharesValueFiling
Jul 1, 2026HBANDirectorGrant or awardCode A · indirect527—Form 4
Jul 1, 2026HBANDirectorGrant or awardCode A · direct914—Form 4
May 1, 2026HBANDirectorGrant or awardCode A · direct10,523—Form 4
Apr 1, 2026HBANDirectorGrant or awardCode A · indirect592—Form 4
Apr 1, 2026HBANDirectorGrant or awardCode A · direct930—Form 4
Jan 27, 2026JHIDirectorOpen-market purchaseCode P · direct730$10K@ $13.75Form 4
Jan 27, 2026JHSDirectorOpen-market purchaseCode P · direct725$9K@ $11.78Form 4
Jan 27, 2026HEQDirectorOpen-market purchaseCode P · direct905$10K@ $11.10Form 4
Jan 26, 2026HPFDirectorOpen-market purchaseCode P · direct618$10K@ $16.18Form 4
Jan 26, 2026HBANDirectorGrant or awardCode A · indirect3,401—Form 4
Jan 26, 2026HPIDirectorOpen-market purchaseCode P · direct614$10K@ $16.30Form 4
Jan 26, 2026JHSDirectorOpen-market purchaseCode P · direct130$2K@ $11.75Form 4
Jan 26, 2026HPSDirectorOpen-market purchaseCode P · direct683$10K@ $14.65Form 4
Jan 26, 2026PDTDirectorOpen-market purchaseCode P · direct774$10K@ $12.92Form 4
Jan 26, 2026BTODirectorOpen-market purchaseCode P · direct270$10K@ $37.10Form 4
Jan 26, 2026HTDDirectorOpen-market purchaseCode P · direct415$10K@ $24.09Form 4
Jan 13, 2026HBANDirectorGiftCode G · direct40,000—Form 4
Jan 2, 2026HBANDirectorGrant or awardCode A · indirect512—Form 4
Jan 2, 2026HBANDirectorGrant or awardCode A · direct837—Form 4

How this page is built

Every row comes from a Form 4 filed with the SEC, which officers, directors and holders of more than 10% of a company’s stock must file within two business days of a trade. Transactions are grouped by the reporting owner’s name as filed (spacing, capitals and punctuation ignored); two different people filing under an identical name would appear together, and one person filing under two spellings appears on two pages.

Open-market totals count code P purchases and code S sales over the last 24 months. The same trade reported on more than one filing is counted once; when another owner (for example a fund and its general partner) reports the identical trade, they are listed beside it. Holdings are the shares owned after the latest purchase, sale, gift or tax-withholding line, shown separately for direct and indirect ownership; an indirect figure is one holding line, not a total across every trust or entity.

This page describes what was filed with the SEC; it is not investment advice or a recommendation to buy or sell any security.