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Insider Trading & Ownership of Kenneth J. Phelan

Location
Columbus, OH
Summary
The estimated net worth of Kenneth J. Phelan is at least $5,405,518 dollars as of 27 Jan 2026. Kenneth J. Phelan is the Director of HUNTINGTON BANCSHARES INC /MD/ and owns shares of HUNTINGTON BANCSHARES INC /MD/ (HBAN) stock worth about $3.41M. Kenneth J. Phelan is the Director of Adtalem Global Education Inc. and owns shares of Covista Inc. (ATGE) 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
Thomas W. Dee, by Power of Attorney
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Ownership of Kenneth J. Phelan

Symbol Company Relationship Holdings Value Past Year Net Change Change % Report Period
HBAN, HBANL HUNTINGTON BANCSHARES INC /MD/ Director $3,405,951 26 Jan 2026
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 27 Jan 2026
JHI JOHN HANCOCK INVESTORS TRUST Director $10,037 +$10,037 27 Jan 2026
BTO JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND Director $10,001 +$10,001 26 Jan 2026
HPI JOHN HANCOCK PREFERRED INCOME FUND Director $10,000 +$10,001 26 Jan 2026
HPF JOHN HANCOCK PREFERRED INCOME FUND II Director $10,000 +$10,001 26 Jan 2026
HPS JOHN HANCOCK PREFERRED INCOME FUND III Director $10,000 +$10,001 26 Jan 2026
PDT JOHN HANCOCK PREMIUM DIVIDEND FUND Director $10,000 +$10,001 26 Jan 2026
HTD JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND Director $10,000 +$10,001 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.