Welcome to our dedicated page for JH Diversified Income Fund SEC filings (Ticker: HEQ), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Finding leverage details or distribution coverage ratios inside JH Diversified Income Fund’s dense N-CSR reports can feel like decoding another language. HEQ’s multimanager structure produces footnotes on derivatives, portfolio hedges, and tax characteristics that stretch well beyond what most equity investors see in a standard 10-K. Missing a single line on managed distributions or Board-approved leverage limits could disrupt your income thesis.
Stock Titan turns that problem on its head. Our AI reads every filing—whether it’s an HEQ annual report 10-K simplified (filed as N-CSR), a JH Diversified Income Fund quarterly earnings report 10-Q filing (mirrored in NPORT-P data), or an unexpected HEQ 8-K material events explained disclosure—and surfaces what matters in plain English. Real-time alerts flag HEQ insider trading Form 4 transactions; interactive summaries connect NAV movements to sector allocation shifts; and key tables are auto-tagged so you can jump straight to distribution sources rather than scrolling through hundreds of pages.
Use the platform to:
- Track HEQ Form 4 insider transactions real-time and spot buying or selling by trustees
- Compare leverage ratios quarter-over-quarter with our HEQ earnings report filing analysis
- Dive into “why” behind payout levels via HEQ SEC filings explained simply summaries
- Review HEQ proxy statement executive compensation data without wading through legal jargon
Whether you’re monitoring sector rotation, assessing distribution sustainability, or seeking understanding HEQ SEC documents with AI, Stock Titan delivers every disclosure, every update—instantly clarified.
First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation jointly report beneficial ownership of 1,400,541 common shares of John Hancock Diversified Income Fund, representing 11.58% of the fund’s outstanding class as of 12/31/2025.
The shares are held primarily in unit investment trusts sponsored by First Trust Portfolios and in other investment vehicles advised by First Trust Advisors. The reporting entities have no sole or shared voting power over these shares but report shared dispositive power over the 1,400,541 shares. They state the holdings are maintained in the ordinary course of business and not for the purpose of changing or influencing control of the fund, and each disclaims beneficial ownership of the reported shares.
John Hancock Diversified Income Fund (HEQ) and affiliated closed-end funds are calling an annual shareholder meeting to elect six trustees. The meeting is scheduled for February 17, 2026 at 2:00 p.m. Eastern at 200 Berkeley Street, Boston, MA. Shareholders of record as of November 25, 2025 can vote in person, online, by phone, or by mail.
The sole proposal is to elect six trustees—James R. Boyle, Kristie M. Feinberg, Grace K. Fey, Christine L. Hurtsellers, Hassell H. McClellan, and Kenneth J. Phelan—to terms ending at the 2029 annual meeting. The board is staggered into three classes and has a super-majority of independent trustees, supported by standing committees covering audit, compliance, contracts and risk, governance, and investments.
PricewaterhouseCoopers LLP remains the independent registered public accounting firm, with the audit committee confirming its independence and recommending inclusion of audited financials in the funds’ reports. Proxy preparation and distribution costs across the funds are estimated at about $248,840, and the board unanimously recommends voting “FOR” all six nominees.
John Hancock Diversified Income Fund (HEQ) filed a Form 3 indicating that the reporting director currently holds no beneficial ownership of the fund’s securities. The filing identifies the individual as a director of HEQ and confirms that the statement is filed by one reporting person. Both the non-derivative and derivative securities tables are effectively empty, and the explanation section explicitly states that no securities are beneficially owned. This establishes a baseline disclosure of the director’s initial ownership position as of 11/12/2025.
John Hancock Diversified Income Fund (HEQ) filed an initial ownership report showing that a new director currently holds no fund securities. The Form 3 indicates the reporting person is a director of HEQ and that no non-derivative or derivative securities are beneficially owned at this time, as confirmed in the explanation of responses. The filing is an administrative disclosure of insider status rather than a report of any stock or option holdings.
First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation filed Amendment No. 13 to a Schedule 13G/A reporting beneficial ownership of 1,731,980 shares of John Hancock Diversified Income Fund (HEQ), representing 14.32% of the class as of 09/30/2025.
The filing shows no sole or shared voting power (0) and shared dispositive power over 1,731,980 shares. The position is largely held by certain unit investment trusts sponsored by First Trust Portfolios; no individual trust holds more than 3% of any registered investment company’s shares. The trustee votes these shares to align with other shareholders, and the signatories certify the holdings are in the ordinary course and not intended to influence control.
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