Kenneth J. Phelan
American Senior Advisor, Oliver Wyman, Inc.1
Companies
- JOHN HANCOCK FINANCIAL OPPORTUNITIES FUNDBoard member Nov 17, 2025 to now6
- John Hancock Diversified Income FundBoard member Nov 17, 2025 to now7
- Hemaraj Industrial Property And Leasehold FundBoard member Nov 17, 2025 to now8
- JOHN HANCOCK PREFERRED INCOME FUNDBoard member Nov 17, 2025 to now9
- JOHN HANCOCK PREFERRED INCOME FUND IIIBoard member Nov 17, 2025 to now10
- JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUNDBoard member Nov 17, 2025 to now11
- JOHN HANCOCK INVESTORS TRUSTBoard member Nov 17, 2025 to now12
- JOHN HANCOCK INCOME SECURITIES TRUSTBoard member Nov 17, 2025 to now13
- JOHN HANCOCK PREMIUM DIVIDEND FUNDBoard member Nov 17, 2025 to now14
- CovistaBoard member May 8, 2020 to now15
- Huntington BancsharesBoard member 2019 to now16
Holdings
Stock this person has reported owning, from the forms officers and directors file with the SEC. See the biggest insider stakes.
Shares held
Covista CVSA19,836 shares17$2.6M at $129.41Nov 13, 2025
Huntington Bancshares HBAN148,748 shares18$2.3M at $15.24Oct 5, 2026- John Hancock Diversified Income Fund HEQ905 shares19$10.4K at $11.45Jan 27, 2026
- JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND BTO270 shares20$9.6K at $35.75Jan 26, 2026
- JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND HTD415 shares21$9.3K at $22.33Jan 26, 2026
- JOHN HANCOCK PREMIUM DIVIDEND FUND PDT774 shares22$9.1K at $11.81Jan 26, 2026
- JOHN HANCOCK INVESTORS TRUST JHI730 shares23$8.7K at $11.97Jan 27, 2026
- JOHN HANCOCK INCOME SECURITIES TRUST JHS855 shares24$8.7K at $10.19Jan 27, 2026
- JOHN HANCOCK PREFERRED INCOME FUND HPI614 shares25$8.2K at $13.44Jan 26, 2026
- Hemaraj Industrial Property And Leasehold Fund HPF618 shares26$8.0K at $12.94Jan 26, 2026
- JOHN HANCOCK PREFERRED INCOME FUND III HPS683 shares27$8.0K at $11.70Jan 26, 2026
As of each latest filing. The line shows shares held over time.
Recent filings
- Oct 1, 2026Granted 645 shares of Huntington Bancshares18
- Oct 1, 2026Granted 1,098 shares of Huntington Bancshares18
- Jul 1, 2026Granted 527 shares of Huntington Bancshares28
- Jul 1, 2026Granted 914 shares of Huntington Bancshares28
- May 1, 2026Granted 10,523 shares of Huntington Bancshares29
- Apr 1, 2026Granted 592 shares of Huntington Bancshares30
- Apr 1, 2026Granted 930 shares of Huntington Bancshares30
- Jan 27, 2026Bought 730 shares at $13.75 of JOHN HANCOCK INVESTORS TRUST23
- Jan 27, 2026Bought 725 shares at $11.78 of JOHN HANCOCK INCOME SECURITIES TRUST24
- Jan 27, 2026Bought 905 shares at $11.10 of John Hancock Diversified Income Fund19
- Jan 26, 2026Granted 3,401 shares of Huntington Bancshares31
- Jan 26, 2026Bought 130 shares at $11.75 of JOHN HANCOCK INCOME SECURITIES TRUST32
- Jan 26, 2026Bought 774 shares at $12.92 of JOHN HANCOCK PREMIUM DIVIDEND FUND22
- Jan 26, 2026Bought 270 shares at $37.10 of JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND20
- Jan 26, 2026Bought 614 shares at $16.30 of JOHN HANCOCK PREFERRED INCOME FUND25
- Jan 26, 2026Bought 618 shares at $16.18 of Hemaraj Industrial Property And Leasehold Fund26
- Jan 26, 2026Bought 683 shares at $14.65 of JOHN HANCOCK PREFERRED INCOME FUND III27
- Jan 26, 2026Bought 415 shares at $24.09 of JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND21
- Jan 13, 2026Gift 40,000 shares of Huntington Bancshares33
- Jan 13, 2026Gift 40,000 shares of Huntington Bancshares33
- Jan 2, 2026Granted 512 shares of Huntington Bancshares34
- Jan 2, 2026Granted 837 shares of Huntington Bancshares34
- Nov 13, 2025Shares withheld for tax 392 shares at $96.26 of Covista17
- Nov 12, 2025Granted 1,445 shares at $96.86 of Covista17
- Nov 5, 2025Bought 508 shares at $98.29 of Covista35
Trade performance
Ranked 56 on our insider buyers board: 4 scored buys, a median of +4.6% against the S&P 500 a year later, and 100% beating it.
| Date | Stock | Trade | Value | Return since | Vs S&P since | Vs S&P, 1 year |
|---|---|---|---|---|---|---|
| Apr 26, 2023 | HBAN | Buy | $216.0K | +41.7% | −49.1% | +0.9% |
| Feb 8, 2022 | HBAN | Buy | $14.1K | −5.8% | −77.0% | +3.7% |
| Feb 7, 2022 | HBAN | Buy | $105.8K | −3.0% | −75.6% | +5.5% |
| Nov 3, 2021 | HBAN | Buy | $314.2K | −5.3% | −71.4% | +12.2% |
Returns are price-only (no dividends), measured from the trade date.
Early life and education
Career
Occupation: businessperson.5
- Since 2019Board member, Huntington Bancshares4
Sources
The numbers on this page point here. Each one links to the record it came from.
- 1WikidataKenneth J. Phelan on Wikidata
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- 3Wikidataeducation, as reported
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- 15SEC EDGARCovista, Board member
- 16Wikidata and SEC EDGARHuntington Bancshares, Board member
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- 28SEC EDGARForm 4 filed Jul 6, 2026
- 29SEC EDGARForm 4 filed May 5, 2026
- 30SEC EDGARForm 4 filed Apr 3, 2026
- 31SEC EDGARForm 4 filed Jan 28, 2026
- 32SEC EDGARForm 4 filed Jan 27, 2026
- 33SEC EDGARForm 4 filed Jan 15, 2026
- 34SEC EDGARForm 4 filed Jan 6, 2026
- 35SEC EDGARForm 4 filed Nov 5, 2025