Quick Takeaways
- Kenneth J. Phelan has 11 issuer positions tracked on this page.
- Estimated disclosed ownership value: $5,431,932.
- Recent insider filing activity is available below.
- Info
- Insider Ownership
Insider Trading & Ownership of Kenneth J. Phelan
- Location
- Columbus, OH
- Summary
- The estimated net worth of Kenneth J. Phelan is at least $5,431,932 dollars as of 03 Apr 2026. Kenneth J. Phelan is the Director of HUNTINGTON BANCSHARES INC /MD/ and owns shares of HUNTINGTON BANCSHARES INC /MD/ (HBAN) stock worth about $3.43M. Kenneth J. Phelan is the Director of Adtalem Global Education Inc. and owns shares of Covista Inc. (CVSA) stock worth about $1.91M. Kenneth J. Phelan is the Director of JOHN HANCOCK INCOME SECURITIES TRUST and owns shares of JOHN HANCOCK INCOME SECURITIES TRUST (JHS) stock worth about $10.1K. Kenneth J. Phelan is the Director of John Hancock Diversified Income Fund and owns shares of John Hancock Diversified Income Fund (HEQ) stock worth about $10K. Kenneth J. Phelan is the Director of JOHN HANCOCK INVESTORS TRUST and owns shares of JOHN HANCOCK INVESTORS TRUST (JHI) stock worth about $10K. Kenneth J. Phelan is the Director of JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND and owns shares of JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND (BTO) stock worth about $10K. Kenneth J. Phelan is the Director of JOHN HANCOCK PREFERRED INCOME FUND and owns shares of JOHN HANCOCK PREFERRED INCOME FUND (HPI) stock worth about $10K. Kenneth J. Phelan is the Director of JOHN HANCOCK PREFERRED INCOME FUND II and owns shares of JOHN HANCOCK PREFERRED INCOME FUND II (HPF) stock worth about $10K. Kenneth J. Phelan is the Director of JOHN HANCOCK PREFERRED INCOME FUND III and owns shares of JOHN HANCOCK PREFERRED INCOME FUND III (HPS) stock worth about $10K. Kenneth J. Phelan is the Director of JOHN HANCOCK PREMIUM DIVIDEND FUND and owns shares of JOHN HANCOCK PREMIUM DIVIDEND FUND (PDT) stock worth about $10K. Kenneth J. Phelan is the Director of JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND and owns shares of JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND (HTD) stock worth about $10K.
- Signature
- Rachel L. Lawless, Attorney-in-Fact
- All Insider Reports
- All Insider Reports
Follow Filing Activity
Follow Kenneth J. Phelan and return when a new Insider Trading filing appears.
This tracks SEC filing changes for this page using existing product update flows.
What Changed
- Largest disclosed position: HUNTINGTON BANCSHARES INC /MD/ ($3,432,365).
- Past-year value change for that position: .
Why This Matters
- This page translates Forms 3/4/5 into a quick ownership context before you inspect each transaction row.
- You can cross-check role, issuer, and filing chronology directly against the SEC source.
Official SEC Source
Filed on Form 4
Insider ownership context is sourced from SEC Forms 3, 4, and 5.
See Original FilingOwnership of Kenneth J. Phelan
| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| HBAN, HBANL | HUNTINGTON BANCSHARES INC /MD/ | Director | $3,432,365 | 01 Apr 2026 | ||
| CVSA, ATGE | Adtalem Global Education Inc. | Director | $1,909,413 | +$49,931 | +2.7% | 12 Nov 2025 |
| JHS | JOHN HANCOCK INCOME SECURITIES TRUST | Director | $10,071 | +$10,068 | +335600% | 27 Jan 2026 |
| HEQ | John Hancock Diversified Income Fund | Director | $10,045 | +$10,046 | +100% | 27 Jan 2026 |
| JHI | JOHN HANCOCK INVESTORS TRUST | Director | $10,037 | +$10,037 | +100% | 27 Jan 2026 |
| BTO | JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | Director | $10,001 | +$10,001 | +100% | 26 Jan 2026 |
| HPI | JOHN HANCOCK PREFERRED INCOME FUND | Director | $10,000 | +$10,001 | +100% | 26 Jan 2026 |
| HPF | JOHN HANCOCK PREFERRED INCOME FUND II | Director | $10,000 | +$10,001 | +100% | 26 Jan 2026 |
| HPS | JOHN HANCOCK PREFERRED INCOME FUND III | Director | $10,000 | +$10,001 | +100% | 26 Jan 2026 |
| PDT | JOHN HANCOCK PREMIUM DIVIDEND FUND | Director | $10,000 | +$10,001 | +100% | 26 Jan 2026 |
| HTD | JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND | Director | $10,000 | +$10,001 | +100% | 26 Jan 2026 |
Insider Transactions Reported by Kenneth J. Phelan:
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|
* An asterisk sign (*) next to the price indicates that the price is likely invalid.