MarketPeel
Insider Trading Intelligence
DG

Dean Garfield

HTD
DIRECTOR · JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND · CIK 0001947228
FILING MIX · LIFETIME100%/0%
BUYS
9
SELLS
0
TOTAL VALUE
$143.4K
COMPANIES
9
ACTIVE SINCE
Jan 2024
HOLDINGS NOW
9,643
AVG SELL PX
TRADE KIND
SHOWING 9 / 9
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
9 backtested trades · 8 horizonsHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Dean Garfield, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d9+88.89%+1.71%+0.26%+1.45%+1.23%
14d9+44.44%-0.18%+0.48%-0.66%-0.59%
30d9+100.00%+1.58%+3.50%-1.92%-1.93%
60d9+77.78%+2.03%+8.51%-6.47%-6.32%
90d9+88.89%+3.36%+10.82%-7.46%-8.15%
180d9+88.89%+3.82%+16.11%-12.29%-11.20%
1y9+100.00%+8.29%+25.59%-17.30%-19.71%
2y9+88.89%+8.96%+46.57%-37.60%-39.71%
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
Not enough transaction history to chart holdings.
Trading cadence · quarterly flow
BUY SELL
2024
FLOW · 9 buys / 0 sellsCOVERAGE · 1 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
BTO
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND
PURCHASE
512.96$30.55$15.7K512.96Jan 2, 2024Jan 4, 2024View →
HEQ
JOHN HANCOCK DIVERSIFIED INCOME FUND
PURCHASE
1,381.252$11.63$16.1K1,381.252Jan 2, 2024Jan 4, 2024View →
JHS
JOHN HANCOCK INCOME SECURITIES TRUST
PURCHASE
1,370.44$12.01$16.5K1,370.44Jan 2, 2024Jan 4, 2024View →
JHI
JOHN HANCOCK INVESTORS TRUST
PURCHASE
1,131.46$14.41$16.3K1,131.46Jan 2, 2024Jan 4, 2024View →
HPI
JOHN HANCOCK PREFERRED INCOME FUND
PURCHASE
1,020.09$15.43$15.7K1,020.09Jan 2, 2024Jan 4, 2024View →
HPF
JOHN HANCOCK PREFERRED INCOME FUND II
PURCHASE
1,020.739$15.43$15.7K1,020.739Jan 2, 2024Jan 4, 2024View →
HPS
JOHN HANCOCK PREFERRED INCOME FUND III
PURCHASE
1,169.056$13.88$16.2K1,169.056Jan 2, 2024Jan 4, 2024View →
PDT
JOHN HANCOCK PREMIUM DIVIDEND FUND
PURCHASE
1,336.78$12.03$16.1K1,336.78Jan 2, 2024Jan 4, 2024View →
HTD
JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND
PURCHASE
700.649$21.58$15.1K700.649Jan 2, 2024Jan 4, 2024View →
Other insiders · HTD
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About this filer
CIK 0001947228
ROLE
Director
PRIMARY
HTD
COMPANIES
9
ACTIVE SINCE
Jan 2024
MARKETPEEL · /INSIDER/0001947228DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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