| 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 |
|---|---|---|---|---|---|---|---|---|---|
Director
9 companies
Wright Thomas Rowe serves as a Director at HEQ and has filed Form 4s across 9 companies. Across recent SEC filings that breaks down to 9 buys and 0 sells. Those positions are worth an estimated $111K at current prices.
Historically, Wright Thomas Rowe's trades have earned a strong insider score of 76/100 across 8 rated trades. Over a 12-month horizon, 100.0% of those trades were profitable, with an average 12-month return of +12.0%.
The biggest single holding is BTO (~$15K) as Director. Net of sales, the recent Form 4 record there shows accumulation of 378 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Apr 10, 2025 | JHS John Hancock Income Securities Trust | Director | Buy | 1,030 | $10.90 | $11,227.00 | New | +4.7% | +3.2% | |
| Apr 8, 2025 | JHI John Hancock Investors Trust | Director | Buy | 875 | $12.57 | $10,998.58 | New | +11.0% | +6.2% | |
| Apr 8, 2025 | HPS John Hancock Preferred Income Fund III | Director | Buy | 794 | $13.79 | $10,947.12 | New | - | - | |
| Apr 8, 2025 | HPF John Hancock Preferred Income Fund II | Director | Buy | 715 | $15.39 | $11,003.78 | New | +5.8% | +3.2% | |
| Apr 8, 2025 | HPI John Hancock Preferred Income Fund | Director | Buy | 726 | $15.16 | $11,007.98 | New | +7.0% | +4.2% | |
| Apr 8, 2025 | HTD John Hancock Tax-Advantaged Dividend Income Fund | Director | Buy | 518 | $21.30 | $11,033.40 | New | +14.4% | +21.9% | |
| Apr 8, 2025 | BTO John Hancock Financial Opportunities Fund | Director | Buy | 378 | $29.55 | $11,169.14 | New | +27.1% | +32.1% | |
| Apr 8, 2025 | HEQ John Hancock Diversified Income Fund | Director | Buy | 1,139 | $9.70 | $11,049.55 | New | +11.7% | - | |
| Apr 8, 2025 | PDT John Hancock Premium Dividend Fund | Director | Buy | 929 | $11.85 | $11,006.33 | New | +13.6% | +13.4% |