Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Eastern Bankshares, Inc. | 75,339 | reported | 18 May 2026 | tx 13+114,998−20,659 |
| JOHN HANCOCK INCOME SECURITIES TRUST | 1,439.21 | reported | 06 Sept 2012 | tx 5+1,286 |
| JOHN HANCOCK PREFERRED INCOME FUND | 1,193.89 | reported | 25 Nov 2013 | tx 5+1,037 |
| JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND | 986.77 | reported | 25 Nov 2013 | tx 3+715 |
| JOHN HANCOCK PREMIUM DIVIDEND FUND | 825.63 | reported | 31 Oct 2011 | tx 2+795 |
| JOHN HANCOCK PREFERRED INCOME FUND III | 703.9 | reported | 25 Nov 2013 | tx 4+900 |
| JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | 696.83 | reported | 31 Oct 2011 | tx 3+675 |
| John Hancock Diversified Income Fund | 670 | reported | 31 Oct 2011 | tx 2+670 |
| JOHN HANCOCK PREFERRED INCOME FUND II | 650.78 | reported | 24 Dec 2012 | tx 4+685 |
| JOHN HANCOCK INVESTORS TRUST | 462 | reported | 31 Oct 2011 | tx 2+440 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 18 May 2026 | GRANT_AWARD | Eastern Bankshares, Inc. | 3,883 | 0.00 USD | |
| 18 Dec 2025 | SALE | American Well Corp | 12 | 4.75 USD | anomaly |
| 18 Dec 2025 | SALE | American Well Corp | 600 | 4.71 USD | |
| 15 Sept 2025 | SALE | American Well Corp | 4,531 | 6.56 USD | |
| 02 Sept 2025 | SALE | American Well Corp | 4,531 | 6.79 USD | |
| 19 Aug 2025 | SALE | American Well Corp | 4,531 | 7.10 USD | |
| 11 Jun 2025 | GRANT_AWARD | American Well Corp | 20,891 | 0.00 USD | |
| 19 May 2025 | GRANT_AWARD | Eastern Bankshares, Inc. | 4,172 | 0.00 USD | |
| 02 Dec 2024 | SALE | Eastern Bankshares, Inc. | 5,713 | 18.56 USD | |
| 24 Jun 2024 | SALE | American Well Corp | 42,202 | 0.41 USD | |
| 18 Jun 2024 | GRANT_AWARD | American Well Corp | 543,773 | 0.00 USD | |
| 15 May 2024 | SALE | Eastern Bankshares, Inc. | 2,200 | 14.07 USD | |
| 13 May 2024 | GRANT_AWARD | Eastern Bankshares, Inc. | 4,696 | 0.00 USD | |
| 18 Mar 2024 | SALE | Eastern Bankshares, Inc. | 5,713 | 13.08 USD | |
| 02 Nov 2023 | SALE | American Well Corp | 2,376 | 1.24 USD | |
| 22 Jun 2023 | GRANT_AWARD | American Well Corp | 91,743 | 0.00 USD | |
| 13 Jun 2023 | SALE | American Well Corp | 23,173 | 2.51 USD | |
| 15 May 2023 | GRANT_AWARD | Eastern Bankshares, Inc. | 4,782 | 0.00 USD | |
| 15 May 2023 | SALE | Eastern Bankshares, Inc. | 1,320 | 11.21 USD | |
| 30 Nov 2022 | SALE | Eastern Bankshares, Inc. | 5,713 | 19.21 USD | |
| 02 Nov 2022 | SALE | American Well Corp | 1,189 | 4.00 USD | |
| 02 Nov 2022 | SALE | American Well Corp | 1,188 | 3.96 USD | |
| 15 Jun 2022 | SALE | American Well Corp | 6,643 | 4.07 USD | |
| 13 Jun 2022 | GRANT_AWARD | American Well Corp | 50,377 | 0.00 USD | |
| 17 May 2022 | GRANT_AWARD | Eastern Bankshares, Inc. | 2,869 | 0.00 USD |
1 purchase reported after at least 12 months of silence — most recent on 14 Oct 2020.