| 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. From January 2025 to July 2026, the filings on record show 11 open-market purchases and 0 sales. 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.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Jan 14, 2025 | JHS John Hancock Income Securities Trust | Trustee of the Fund | Buy | 911 | $11.05 | $10,066.55 | New | -1.8% | +6.6% |