| 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
Bacic William K serves as a Trustee Of The Fund at HEQ and has filed Form 4s across 9 companies. Across recent SEC filings that breaks down to 11 buys and 0 sells. Those positions are worth an estimated $106K at current prices.
Historically, Bacic William K's trades have earned a middling insider score of 52/100 across 8 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 (~$19K) as Trustee Of The Fund. Net of sales, the recent Form 4 record there shows 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% |