John Hancock Diversified Income Fund (NYSE: HEQ) trustee buys 308 shares
Rhea-AI Filing Summary
John Hancock Diversified Income Fund trustee William K. Bacic purchased 308 Common Shares of Beneficial Interest at $11.48 per share on July 22, 2026. This transaction, categorized as a purchase in an open market or private transaction, increased his direct holdings to 1,294 shares.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 308 shares
Net Buy
1 txn
Insider
Bacic William K
Role
Insider
Bought
308 shs ($4K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Purchase | Common Shares of Beneficial Interest | 308 | $11.48 | $4K |
Holdings After Transaction:
Common Shares of Beneficial Interest — 1,294 shares (Direct)
Key Figures
Shares purchased: 308 shares
Purchase price: $11.48 per share
Total shares after transaction: 1,294 shares
+1 more
4 metrics
Shares purchased
308 shares
Common Shares of Beneficial Interest bought on July 22, 2026
Purchase price
$11.48 per share
Price for the 308 HEQ shares acquired by William K. Bacic
Total shares after transaction
1,294 shares
Direct HEQ holdings following the reported purchase
Net buy shares
308 shares
Net change in HEQ position in this Form 4 filing
Key Terms
Common Shares of Beneficial Interest, Rule 10b5-1, acquired_disposed_code
3 terms
Rule 10b5-1 regulatory
"aff_10b5_one is the filing's Rule 10b5-1 checkbox"
Rule 10b5-1 is a regulation that allows company insiders to buy or sell their shares at predetermined times, even if they have access to non-public information. It acts like setting a schedule in advance for transactions, helping prevent accusations of unfair trading. This rule provides a way for insiders to plan trades transparently, giving investors confidence that these transactions are not based on hidden information.
acquired_disposed_code technical
""acquired_disposed_code": "A" in the transaction record"
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What insider transaction did William K. Bacic report for HEQ?
William K. Bacic reported buying 308 HEQ shares at $11.48 on July 22, 2026. The purchase involved Common Shares of Beneficial Interest and was classified as an open market or private transaction, increasing his direct holdings to 1,294 shares.
Was the HEQ insider transaction by William K. Bacic under a Rule 10b5-1 plan?
The filing’s Rule 10b5-1 checkbox is not marked as affirmative. The data indicate aff_10b5_one is false, meaning the specific checkbox for trades under a Rule 10b5-1 trading plan was not checked in connection with this HEQ transaction.
What type of security did William K. Bacic buy in HEQ?
William K. Bacic bought Common Shares of Beneficial Interest of John Hancock Diversified Income Fund (HEQ). The Form 4 shows he acquired 308 shares of this security type, bringing his directly held position to a total of 1,294 shares.
Is the reported HEQ insider transaction a purchase or a sale?
The reported HEQ insider transaction is a purchase. The Form 4 lists transaction code “P” with acquired_disposed_code “A,” and the summarized direction is a net buy of 308 shares, increasing William K. Bacic’s direct beneficial holdings in the fund.