Kenneth J. Phelan's most recent trade in John Hancock Hedged equity & Income Fund was a trade of 905 Common Shares of Beneficial Interest done at an average price of $11.1 . Disclosure was reported to the exchange on Jan. 27, 2026.
| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| John Hancock Hedged equity & Income Fund | Kenneth J. Phelan | Director | Purchase of securities on an exchange or from another person at price $ 11.10 per share. | 27 Jan 2026 | 905 | 905 (0%) | 0% | 11.1 | 10,046 | Common Shares of Beneficial Interest |
| John Hancock Investors Trust | Kenneth J. Phelan | Director | Purchase of securities on an exchange or from another person at price $ 13.75 per share. | 27 Jan 2026 | 730 | 730 (0%) | 0% | 13.7 | 10,037 | Common Shares of Beneficial Interest |
| John Hancock Income Securities Trust | Kenneth J. Phelan | Director | Purchase of securities on an exchange or from another person at price $ 11.78 per share. | 27 Jan 2026 | 725 | 855 (0%) | 0% | 11.8 | 8,541 | Common Shares of Beneficial Interest |
| Huntington Bancshares | Kenneth J. Phelan | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 26 Jan 2026 | 3,400 | 61,025 (0%) | 0% | 0 | Common Stock | |
| John Hancock Premium Dividend Fund | Kenneth J. Phelan | Director | Purchase of securities on an exchange or from another person at price $ 12.92 per share. | 26 Jan 2026 | 774 | 774 (0%) | 0% | 12.9 | 10,001 | Common Shares of Beneficial Interest |
| John Hancock Preferred Income Fund III | Kenneth J. Phelan | Director | Purchase of securities on an exchange or from another person at price $ 14.66 per share. | 26 Jan 2026 | 682 | 682 (0%) | 0% | 14.7 | 10,001 | Common Shares of Beneficial Interest |
| John Hancock Preferred Income Fund II | Kenneth J. Phelan | Director | Purchase of securities on an exchange or from another person at price $ 16.18 per share. | 26 Jan 2026 | 618 | 618 (0%) | 0% | 16.2 | 10,001 | Common Shares of Beneficial Interest |
| John Hancock Preferred Income Fund | Kenneth J. Phelan | Director | Purchase of securities on an exchange or from another person at price $ 16.31 per share. | 26 Jan 2026 | 613 | 613 (0%) | 0% | 16.3 | 10,001 | Common Shares of Beneficial Interest |
| John Hancock Tax- Advantaged Dividend Income | Kenneth J. Phelan | Director | Purchase of securities on an exchange or from another person at price $ 24.10 per share. | 26 Jan 2026 | 415 | 415 (0%) | 0% | 24.1 | 10,001 | Common Shares of Beneficial Interest |
| John Hancock Fin Opportunities Fund | Kenneth J. Phelan | Director | Purchase of securities on an exchange or from another person at price $ 37.18 per share. | 26 Jan 2026 | 269 | 269 (0%) | 0% | 37.2 | 10,001 | Common Shares of Beneficial Interest |
| John Hancock Income Securities Trust | Kenneth J. Phelan | Director | Purchase of securities on an exchange or from another person at price $ 11.75 per share. | 26 Jan 2026 | 130 | 130 (0%) | 0% | 11.8 | 1,528 | Common Shares of Beneficial Interest |
| Huntington Bancshares | Kenneth J. Phelan | Director | Gift of securities by or to the insider at price $ 0.00 per share. | 13 Jan 2026 | 40,000 | 40,000 (0%) | 0% | 0 | Common Stock | |
| Huntington Bancshares | Kenneth J. Phelan | Director | Gift of securities by or to the insider at price $ 0.00 per share. | 13 Jan 2026 | 40,000 | 95,282 (0%) | 0% | 0 | Common Stock | |
| Huntington Bancshares | Kenneth J. Phelan | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 Jan 2026 | 837 | 135,282 (0%) | 0% | 0 | Common Stock | |
| Huntington Bancshares | Kenneth J. Phelan | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 Jan 2026 | 511 | 57,625 (0%) | 0% | 0 | Common Stock | |
| Covista Inc | Kenneth J. Phelan | Director | Grant, award, or other acquisition of securities at price $ 96.86 per share. | 12 Nov 2025 | 1,445 | 20,228 (0%) | 0% | 96.9 | 139,963 | Common Stock |
| Covista Inc | Kenneth J. Phelan | Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 96.26 per share. | 12 Nov 2025 | 392 | 19,836 (0%) | 0% | 96.3 | 37,734 | Common Stock |
| Covista Inc | Kenneth J. Phelan | Director | Purchase of securities on an exchange or from another person at price $ 98.29 per share. | 05 Nov 2025 | 508 | 18,783 (0%) | 0% | 98.3 | 49,931 | Common Stock |
| Huntington Bancshares | Kenneth J. Phelan | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 21 Oct 2025 | 3,038 | 57,113 (0%) | 0% | 0 | Common Stock | |
| Huntington Bancshares | Kenneth J. Phelan | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Oct 2025 | 851 | 134,445 (0%) | 0% | 0 | Common Stock | |
| Huntington Bancshares | Kenneth J. Phelan | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Oct 2025 | 483 | 54,075 (0%) | 0% | 0 | Common Stock | |
| Huntington Bancshares | Kenneth J. Phelan | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 Jul 2025 | 2,306 | 53,592 (0%) | 0% | 0 | Common Stock | |
| Huntington Bancshares | Kenneth J. Phelan | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Jul 2025 | 836 | 133,593 (0%) | 0% | 0 | Common Stock | |
| Huntington Bancshares | Kenneth J. Phelan | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Jul 2025 | 467 | 51,285 (0%) | 0% | 0 | Common Stock | |
| Huntington Bancshares | Kenneth J. Phelan | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 May 2025 | 10,772 | 132,756 (0%) | 0% | 0 | Common Stock | |
| Huntington Bancshares | Kenneth J. Phelan | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 Apr 2025 | 2,884 | 50,818 (0%) | 0% | 0 | Common Stock | |
| Huntington Bancshares | Kenneth J. Phelan | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Apr 2025 | 841 | 121,984 (0%) | 0% | 0 | Common Stock | |
| Huntington Bancshares | Kenneth J. Phelan | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Apr 2025 | 497 | 47,934 (0%) | 0% | 0 | Common Stock | |
| Huntington Bancshares | Kenneth J. Phelan | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 21 Jan 2025 | 2,266 | 47,437 (0%) | 0% | 0 | Common Stock | |
| Huntington Bancshares | Kenneth J. Phelan | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 Jan 2025 | 767 | 121,143 (0%) | 0% | 0 | Common Stock | |
| Huntington Bancshares | Kenneth J. Phelan | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 Jan 2025 | 422 | 45,170 (0%) | 0% | 0 | Common Stock | |
| Covista Inc | Kenneth J. Phelan | Director | Grant, award, or other acquisition of securities at price $ 89.85 per share. | 08 Nov 2024 | 1,560 | 18,275 (0%) | 0% | 89.9 | 140,166 | Common Stock |
| Covista Inc | Kenneth J. Phelan | Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 91.23 per share. | 08 Nov 2024 | 635 | 16,715 (0%) | 0% | 91.2 | 57,931 | Common Stock |
| Huntington Bancshares | Kenneth J. Phelan | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 Oct 2024 | 2,659 | 44,748 (0%) | 0% | 0 | Common Stock | |
| Huntington Bancshares | Kenneth J. Phelan | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Oct 2024 | 860 | 120,376 (0%) | 0% | 0 | Common Stock | |
| Huntington Bancshares | Kenneth J. Phelan | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Oct 2024 | 449 | 42,088 (0%) | 0% | 0 | Common Stock | |
| Huntington Bancshares | Kenneth J. Phelan | Director | Grant, award, or other acquisition of securities at price $ 14.97 per share. | 23 Jul 2024 | 2,855 | 41,638 (0%) | 0% | 15.0 | 42,753 | Common Stock |
| Huntington Bancshares | Kenneth J. Phelan | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Jul 2024 | 925 | 119,515 (0%) | 0% | 0 | Common Stock | |
| Huntington Bancshares | Kenneth J. Phelan | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Jul 2024 | 450 | 38,782 (0%) | 0% | 0 | Common Stock | |
| Huntington Bancshares | Kenneth J. Phelan | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 May 2024 | 11,538 | 118,590 (0%) | 0% | 0 | Common Stock | |
| Huntington Bancshares | Kenneth J. Phelan | Director | Grant, award, or other acquisition of securities at price $ 13.53 per share. | 23 Apr 2024 | 3,010 | 38,332 (0%) | 0% | 13.5 | 40,733 | Common Stock |
| Huntington Bancshares | Phelan J. Kenneth | Director | Grant, award, or other acquisition of securities at price $ 12.80 per share. | 23 Jan 2024 | 3,027 | 34,930 (0%) | 0% | 12.8 | 38,748 | Common Stock |
| Covista Inc | Kenneth J. Phelan | Director | Grant, award, or other acquisition of securities at price $ 55.32 per share. | 08 Nov 2023 | 2,530 | 18,085 (0%) | 0% | 55.3 | 139,960 | Common Stock |
| Covista Inc | Kenneth J. Phelan | Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 55.19 per share. | 08 Nov 2023 | 735 | 17,350 (0%) | 0% | 55.2 | 40,565 | Common Stock |
| Huntington Bancshares | Kenneth J. Phelan | Director | Grant, award, or other acquisition of securities at price $ 12.19 per share. | 25 Jul 2023 | 3,343 | 26,854 (0%) | 0% | 12.2 | 40,750 | Common Stock |
| Huntington Bancshares | Kenneth J. Phelan | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 May 2023 | 14,331 | 103,615 (0%) | 0% | 0 | Common Stock | |
| Huntington Bancshares | Kenneth J. Phelan | Director | Purchase of securities on an exchange or from another person at price $ 10.80 per share. | 25 Apr 2023 | 20,000 | 89,284 (0%) | 0% | 10.8 | 216,000 | Common Stock |
| Huntington Bancshares | Kenneth J. Phelan | Director | Grant, award, or other acquisition of securities at price $ 11.13 per share. | 25 Apr 2023 | 3,482 | 23,185 (0%) | 0% | 11.1 | 38,750 | Common Stock |
| Huntington Bancshares | Kenneth J. Phelan | Director | Grant, award, or other acquisition of securities at price $ 14.82 per share. | 24 Jan 2023 | 2,614 | 19,431 (0%) | 0% | 14.8 | 38,750 | Common Stock |
| Covista Inc | Kenneth J. Phelan | Director | Grant, award, or other acquisition of securities at price $ 42.69 per share. | 09 Nov 2022 | 2,930 | 16,481 (0%) | 0% | 42.7 | 125,082 | Common Stock |
| Covista Inc | Kenneth J. Phelan | Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 42.91 per share. | 09 Nov 2022 | 926 | 15,555 (0%) | 0% | 42.9 | 39,735 | Common Stock |
| Huntington Bancshares | Kenneth J. Phelan | Director | Grant, award, or other acquisition of securities at price $ 14.85 per share. | 25 Oct 2022 | 2,609 | 16,634 (0%) | 0% | 14.9 | 38,750 | Common Stock |
| Huntington Bancshares | Kenneth J. Phelan | Director | Grant, award, or other acquisition of securities at price $ 12.98 per share. | 26 Jul 2022 | 2,986 | 13,866 (0%) | 0% | 13.0 | 38,749 | Common Stock |
| Huntington Bancshares | Kenneth J. Phelan | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 May 2022 | 11,977 | 66,933 (0%) | 0% | 0 | Common Stock | |
| Huntington Bancshares | Kenneth J. Phelan | Director | Grant, award, or other acquisition of securities at price $ 13.71 per share. | 25 Apr 2022 | 3,100 | 10,740 (0%) | 0% | 13.7 | 42,499 | Common Stock |
| Covista Inc | Kenneth J. Phelan | Director | Purchase of securities on an exchange or from another person at price $ 24.47 per share. | 10 Feb 2022 | 4,086 | 13,550 (0%) | 0% | 24.5 | 100,000 | Common Stock |
| Huntington Bancshares | Kenneth J. Phelan | Director | Purchase of securities on an exchange or from another person at price $ 15.83 per share. | 07 Feb 2022 | 6,684 | 61,269 (0%) | 0% | 15.8 | 105,808 | Common Stock |
| Huntington Bancshares | Kenneth J. Phelan | Director | Purchase of securities on an exchange or from another person at price $ 16.12 per share. | 07 Feb 2022 | 876 | 62,145 (0%) | 0% | 16.1 | 14,121 | Common Stock |
| Covista Inc | Kenneth J. Phelan | Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 31.73 per share. | 17 Nov 2021 | 1,096 | 9,464 (0%) | 0% | 31.7 | 34,776 | Common Stock |
| Covista Inc | Kenneth J. Phelan | Director | Grant, award, or other acquisition of securities at price $ 33.84 per share. | 10 Nov 2021 | 3,690 | 10,560 (0%) | 0% | 33.8 | 124,870 | Common Stock |
| Huntington Bancshares | Kenneth J. Phelan | Director | Purchase of securities on an exchange or from another person at price $ 15.71 per share. | 03 Nov 2021 | 20,000 | 54,249 (0%) | 0% | 15.7 | 314,220 | Common Stock |
| Huntington Bancshares | Kenneth J. Phelan | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 May 2021 | 8,975 | 33,579 (0%) | 0% | 0 | Common Stock |