MarketPeel
Insider Trading Intelligence
WB

William K. Bacic

HPI
INSIDER · JOHN HANCOCK PREFERRED INCOME FUND · CIK 0002032340
FILING MIX · LIFETIME100%/0%
BUYS
9
SELLS
0
TOTAL VALUE
$90.6K
COMPANIES
9
ACTIVE SINCE
Jan 2025
HOLDINGS NOW
6,103
AVG SELL PX
TRADE KIND
SHOWING 9 / 9
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
9 backtested trades · 8 horizons · 9 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by William K. Bacic, 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+100.00%+3.07%+3.58%-0.51%-0.46%
14d9+88.89%+2.69%+3.84%-1.15%-1.35%
30d9+100.00%+4.60%+4.73%-0.14%+0.14%
60d9+55.56%-0.01%-3.33%+3.32%+4.68%
90d9+0.00%-5.97%-7.12%+1.15%+2.47%
180d9+55.56%+1.43%+7.64%-6.21%-6.02%
1y9+66.67%+2.50%+18.94%-16.43%-17.47%
2y9(9 pending)
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
2025
FLOW · 9 buys / 0 sellsCOVERAGE · 1 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
HTD
JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND
PURCHASE
459$21.97$10.1K459Jan 14, 2025Jan 15, 2025View →
HPS
JOHN HANCOCK PREFERRED INCOME FUND III
PURCHASE
706$14.25$10.1K706Jan 14, 2025Jan 15, 2025View →
HPF
JOHN HANCOCK PREFERRED INCOME FUND II
PURCHASE
624$16.06$10.0K624Jan 14, 2025Jan 15, 2025View →
HPI
JOHN HANCOCK PREFERRED INCOME FUND
PURCHASE
610$16.45$10.0K610Jan 14, 2025Jan 15, 2025View →
BTO
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND
PURCHASE
288$34.70$10.0K288Jan 14, 2025Jan 15, 2025View →
HEQ
JOHN HANCOCK DIVERSIFIED INCOME FUND
PURCHASE
986$10.33$10.2K986Jan 14, 2025Jan 15, 2025View →
JHS
JOHN HANCOCK INCOME SECURITIES TRUST
PURCHASE
911$11.05$10.1K911Jan 14, 2025Jan 15, 2025View →
JHI
JOHN HANCOCK INVESTORS TRUST
PURCHASE
719$14.00$10.1K719Jan 14, 2025Jan 15, 2025View →
PDT
JOHN HANCOCK PREMIUM DIVIDEND FUND
PURCHASE
800$12.55$10.0K800Jan 14, 2025Jan 15, 2025View →
Other insiders · HPI
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About this filer
CIK 0002032340
ROLE
Insider
PRIMARY
HPI
COMPANIES
9
ACTIVE SINCE
Jan 2025
MARKETPEEL · /INSIDER/0002032340DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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