Phelan Kenneth J
- SEC CIK
- 0001779467
In the past year, 11 open-market purchase filings worth $140.1K and no sales.
Current role at each company
- HBAN Huntington Bancshares IncDirectoras of Jul 6, 2026
- JHI John Hancock Investors TrustDirectoras of Jan 27, 2026
- JHS John Hancock Income Securities TrustDirectoras of Jan 27, 2026
- PDT John Hancock Premium Dividend FundDirectoras of Jan 27, 2026
- BTO John Hancock Financial Opportunities FundDirectoras of Jan 27, 2026
Show 6 more companies
- HPI John Hancock Preferred Income FundDirectoras of Jan 27, 2026
- HPF John Hancock Preferred Income Fund IIDirectoras of Jan 27, 2026
- HPS John Hancock Preferred Income Fund IIIDirectoras of Jan 27, 2026
- HTD John Hancock Tax-Advantaged Dividend Income FundDirectoras of Jan 27, 2026
- HEQ John Hancock Diversified Income FundDirectoras of Jan 27, 2026
- CVSA Covista Inc.Directoras of Nov 14, 2025
Open-market trades in the past year
Open-market purchases (P) and sales (S) filed in the last 365 days, not counting derivative securities or duplicate filings. Values leave out price outliers.
- Bought
- $140.1K
- 11 filings
- Sold
- –
- 0 filings
- Net
- +$140.1K
- Bought minus sold
- Companies
- 10
- With open-market trades
Trades
Every Form 4 that lists Phelan Kenneth J as a reporting owner, including filings made jointly with others, grouped by company. Each row adds up one type of transaction in one filing. Only open-market purchases (P) and sales (S) are shown by default.
JHI John Hancock Investors Trust
Director1 trade
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Jan 27, 2026 (view filing) | Jan 27 | Same day | Phelan Kenneth JDirector | PPurchaseCommon Shares of Beneficial Interest | +730 | $13.75 | +$10.0K | New position730 after |
JHS John Hancock Income Securities Trust
Director2 trades
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Jan 27, 2026 (view filing) | Jan 27 | Same day | Phelan Kenneth JDirector | PPurchaseCommon Shares of Beneficial Interest | +725 | $11.78 | +$8.54K | +557.7%855 after | |
| Jan 27, 2026 (view filing) | Jan 26 | 1 day | Phelan Kenneth JDirector | PPurchaseCommon Shares of Beneficial Interest | +130 | $11.75 | +$1.53K | New position130 after |
PDT John Hancock Premium Dividend Fund
Director1 trade
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Jan 27, 2026 (view filing) | Jan 26 | 1 day | Phelan Kenneth JDirector | PPurchaseCommon Shares of Beneficial Interest | +774.07 | $12.92 | +$10.0K | New position774.07 after |
BTO John Hancock Financial Opportunities Fund
Director1 trade
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Jan 27, 2026 (view filing) | Jan 26 | 1 day | Phelan Kenneth JDirector | PPurchaseCommon Shares of Beneficial Interest | +269.57 | $37.10 | +$10.0K | New position269.57 after |
HPI John Hancock Preferred Income Fund
Director1 trade
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Jan 27, 2026 (view filing) | Jan 26 | 1 day | Phelan Kenneth JDirector | PPurchaseCommon Shares of Beneficial Interest | +613.56 | $16.30 | +$10.0K | New position613.56 after |
HPF John Hancock Preferred Income Fund II
Director1 trade
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Jan 27, 2026 (view filing) | Jan 26 | 1 day | Phelan Kenneth JDirector | PPurchaseCommon Shares of Beneficial Interest | +618.11 | $16.18 | +$10.0K | New position618.11 after |
HPS John Hancock Preferred Income Fund III
Director1 trade
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Jan 27, 2026 (view filing) | Jan 26 | 1 day | Phelan Kenneth JDirector | PPurchaseCommon Shares of Beneficial Interest | +682.66 | $14.65 | +$10.0K | New position682.66 after |
HTD John Hancock Tax-Advantaged Dividend Income Fund
Director1 trade
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Jan 27, 2026 (view filing) | Jan 26 | 1 day | Phelan Kenneth JDirector | PPurchaseCommon Shares of Beneficial Interest | +415.15 | $24.09 | +$10.0K | New position415.15 after |
HEQ John Hancock Diversified Income Fund
Director1 trade
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Jan 27, 2026 (view filing) | Jan 27 | Same day | Phelan Kenneth JDirector | PPurchaseCommon Shares of Beneficial Interest | +905 | $11.10 | +$10.0K | New position905 after |
CVSA Covista Inc.
Director2 trades
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Nov 5, 2025 (view filing) | Nov 5 | Same day | Phelan Kenneth JDirector | PPurchase | +508 | $98.29 | +$49.9K | +2.8%18.8K after | |
| Feb 10, 2022 (view filing) | Feb 10 | Same day | Phelan Kenneth JDirector | PPurchase | +4.09K | $24.47 | +$100.0K | +43.2%13.6K after |
HBAN Huntington Bancshares Inc
Director3 trades
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Apr 27, 2023 (view filing) | Apr 26 | 1 day | Phelan Kenneth JDirector | PPurchase | +20.0K | $10.80 | +$216.0K | +28.9%89.3K after | |
| Feb 9, 2022 (view filing) | Feb 7-8 | 2 days | Phelan Kenneth JDirector | PPurchase | +7.56K | $15.86 | +$119.9K | +13.8%62.1K after | 2 lots |
| Nov 4, 2021 (view filing) | Nov 3 | 1 day | Phelan Kenneth JDirector | PPurchase | +20.0K | $15.71 | +$314.2K | +58.4%54.2K after |