| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Trustee of the Fund
9 companies
William K Bacic is Trustee of the Fund at HEQ and has filed Form 4s across 9 companies. William K Bacic's net worth is not public. Form 4 filings only show shares in the companies where this person is an insider; those holdings are worth an estimated $95K at current prices.
Historically, William K Bacic's trades have earned a middling insider score of 54/100 across 9 rated trades. Over a 12-month horizon, 62.5% of those trades were profitable, with an average 12-month return of +2.6%.
The biggest single holding is BTO (~$18K) as Trustee of the Fund. Net of sales, the BTO filings show accumulation of 472 shares.
William K Bacic has 11 Form 4 filings on record from January 2025 to July 2026, across 9 companies: Trustee of the Fund at John Hancock Financial Opportunities Fund (BTO), 2025–2026; Trustee of the Fund at John Hancock Diversified Income Fund (HEQ), 2025–2026; Trustee of the Fund at John Hancock Tax-Advantaged Dividend Income Fund (HTD), 2025, and 6 more.
The 11 reported transactions were 11 open-market purchases.
Counted by filing, the open-market trades come to 11 purchases worth about $102K and no sales.
The largest open-market purchase was 986 shares of HEQ at an average $10.33 on January 14, 2025, about $10K. Twelve months later HEQ was up 7%.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Jul 22, 2026 | HEQ John Hancock Diversified Income Fund | Trustee of the Fund | Buy | 308 | $11.48 | $3,535.84 | +31.2% | - | - | |
| Jul 22, 2026 | BTO John Hancock Financial Opportunities Fund | Trustee of the Fund | Buy | 184 | $40.62 | $7,474.08 | +63.9% | -9.5% | - | |
| Jan 14, 2025 | HPS John Hancock Preferred Income Fund III | Trustee of the Fund | Buy | 706 | $14.25 | $10,060.50 | New | - | - | |
| Jan 14, 2025 | HPI John Hancock Preferred Income Fund | Trustee of the Fund | Buy | 610 | $16.45 | $10,034.50 | New | -8.7% | -2.0% | |
| Jan 14, 2025 | HTD John Hancock Tax-Advantaged Dividend Income Fund | Trustee of the Fund | Buy | 459 | $21.97 | $10,084.23 | New | -0.5% | +9.7% | |
| Jan 14, 2025 | BTO John Hancock Financial Opportunities Fund | Trustee of the Fund | Buy | 288 | $34.70 | $9,993.60 | New | -16.2% | +0.9% | |
| Jan 14, 2025 | HPF John Hancock Preferred Income Fund II | Trustee of the Fund | Buy | 624 | $16.06 | $10,021.44 | New | -6.6% | -1.2% | |
| Jan 14, 2025 | HEQ John Hancock Diversified Income Fund | Trustee of the Fund | Buy | 986 | $10.33 | $10,185.38 | New | -4.7% | +6.6% | |
| Jan 14, 2025 | PDT John Hancock Premium Dividend Fund | Trustee of the Fund | Buy | 800 | $12.55 | $10,040.00 | New | -2.8% | +2.4% | |
| Jan 14, 2025 | JHI John Hancock Investors Trust | Trustee of the Fund | Buy | 719 | $14.00 | $10,066.00 | New | -9.5% | -1.8% |