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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 15-May-24 4:05 PM View:  | Eastern Bankshares, Inc. (EBC) | 13-May-24 | Grant | 4,696 | -- | -- | 5% 89.5K to 94.2K | |
| 20-Mar-24 4:05 PM View: | Eastern Bankshares, Inc. (EBC) | 18-Mar-24 | Sale (Planned) | 5,713 | $13.08 | $74,726.00 | (6%) 95.21K to 89.5K | |
| 06-Nov-23 4:38 PM View: | American Well Corp (AMWL) | 02-Nov-23 | Sale (Planned) | 2,376 | $1.24 | $2,945.05 | (2%) 149.74K to 147.36K | |
| 26-Jun-23 5:05 PM View: | American Well Corp (AMWL) | 22-Jun-23 | Grant | 91,743 | -- | -- | 158% 57.99K to 149.74K | |
| 16-Jun-23 9:04 AM View: | American Well Corp (AMWL) | 13-Jun-23 | Sale (Planned) | 23,173 | $2.51 | $58,178.10 | (29%) 81.17K to 57.99K | |
| 17-May-23 4:06 PM View: | Eastern Bankshares, Inc. (EBC) | 15-May-23 | Grant | 4,782 | -- | -- | 5% 91.75K to 96.53K | |
| 17-May-23 4:06 PM View: | Eastern Bankshares, Inc. (EBC) | 15-May-23 | Sale (Planned) | 1,320 | $11.21 | $14,797.20 | (1%) 96.53K to 95.21K | |
| 02-Dec-22 4:05 PM View: | Eastern Bankshares, Inc. (EBC) | 30-Nov-22 | Market Sale (Planned) | 5,713 | $19.21 | $109,747.00 | (6%) 97.47K to 91.75K | (12%) |
| 03-Nov-22 5:51 PM View: | American Well Corp (AMWL) | 02-Nov-22 | Sale (Planned) | 2,377 | $3.98 | $9,460.60 | (3%) 83.55K to 81.17K | |
| 16-Jun-22 8:41 PM View: | American Well Corp (AMWL) | 15-Jun-22 | Sale (Planned) | 6,643 | $4.07 | $27,015.10 | (7%) 90.19K to 83.55K | |
| 15-Jun-22 4:51 PM View: | American Well Corp (AMWL) | 13-Jun-22 | Grant | 50,377 | -- | -- | 127% 39.81K to 90.19K | |
| 19-May-22 4:05 PM View: | Eastern Bankshares, Inc. (EBC) | 17-May-22 | Grant | 2,869 | -- | -- | 3% 94.6K to 97.47K | |
| 24-Jan-22 5:58 PM View: | American Well Corp (AMWL) | 20-Jan-22 | Sale (Planned) | 2,377 | $4.41 | $10,482.60 | (6%) 42.19K to 39.81K | |
| 02-Dec-21 4:05 PM View: | Eastern Bankshares, Inc. (EBC) | 30-Nov-21 | Grant | 62,096 | -- | -- | 191% 32.5K to 94.6K | |
| 17-Jun-21 5:06 PM View: | American Well Corp (AMWL) | 15-Jun-21 | Grant | 14,440 | -- | -- | 52% 27.75K to 42.19K | |
| 04-Nov-20 5:20 PM View: | American Well Corp (AMWL) | 02-Nov-20 | Grant | 15,498 | -- | -- | 127% 12.25K to 27.75K | |
| 16-Oct-20 5:16 PM View: | Eastern Bankshares, Inc. (EBC) | 14-Oct-20 | Purchase | 13,500 | $10.00 | $135,000.00 | 100% 0 to 13.5K | |
| 16-Oct-20 5:16 PM View: | Eastern Bankshares, Inc. (EBC) | 14-Oct-20 | Purchase | 19,000 | $10.00 | $190,000.00 | 141% 13.5K to 32.5K | |
| 26-Nov-13 1:21 PM View: | John Hancock Preferred Inco... (HPI) | 25-Nov-13 | Market Purchase | 130 | $18.19 | $2,364.18 | 12% 1.06K to 1.19K | 37% |
| 25-Nov-13 5:41 PM View: | John Hancock Preferred Inco... (HPS) | 25-Nov-13 | Market Purchase | 130 | $15.76 | $2,048.80 | 23% 0.57K to 0.7K | 36% |
| 26-Nov-13 1:40 PM View: | John Hancock Tax Advantaged... (HTD) | 25-Nov-13 | Market Purchase | 135 | $17.80 | $2,403.00 | 16% 0.85K to 0.99K | 45% |
| 19-Nov-13 12:13 PM View: | John Hancock Preferred Inco... (HPF) | 24-Dec-12 | Private Purchase | 200 | $18.94 | $3,787.10 | 44% 0.45K to 0.65K | |
| 25-Nov-13 5:34 PM View: | John Hancock Preferred Inco... (HPS) | 24-Dec-12 | Market Purchase | 200 | $18.94 | $3,787.10 | 60% 0.34K to 0.54K | 22% |
| 19-Nov-13 11:39 AM View: | John Hancock Income Securit... (JHS) | 06-Sep-12 | Market Purchase | 600 | $16.39 | $9,834.00 | 72% 0.84K to 1.44K | 2% |
| 19-Nov-13 11:55 AM View: | John Hancock Preferred Inco... (HPI) | 06-Sep-12 | Market Purchase | 435 | $22.84 | $9,933.66 | 69% 0.63K to 1.06K | 20% |
| 02-Nov-11 5:32 PM View: | John Hancock Bank and Thrif... (BTO) | 31-Oct-11 | Market Purchase | 200 | $14.28 | $2,856.08 | 40% 0.5K to 0.7K | 43% |
| 02-Nov-11 5:48 PM View: | John Hancock Income Securit... (JHS) | 31-Oct-11 | Market Purchase | 35 | $14.81 | $518.35 | 5% 0.65K to 0.69K | 19% |
| 02-Nov-11 5:56 PM View: | John Hancock Investors Trust (JHI) | 31-Oct-11 | Market Purchase | 210 | $21.91 | $4,601.10 | 83% 0.25K to 0.46K | 2% |
| 02-Nov-11 5:40 PM View: | John Hancock Preferred Inco... (HPF) | 31-Oct-11 | Market Purchase | 145 | $20.83 | $3,020.35 | 43% 0.34K to 0.49K | 39% |
| 02-Nov-11 6:11 PM View: | John Hancock Preferred Inco... (HPS) | 31-Oct-11 | Market Purchase | 285 | $17.37 | $4,950.45 | 93% 0.31K to 0.59K | 44% |
| 02-Nov-11 5:24 PM View: | John Hancock Patriot Premiu... (PDT) | 31-Oct-11 | Market Purchase | 370 | $12.43 | $4,598.36 | 81% 0.46K to 0.83K | 76% |
| 02-Nov-11 6:03 PM View: | John Hancock Tax Advantaged... (HTD) | 31-Oct-11 | Market Purchase | 270 | $16.83 | $4,543.56 | 82% 0.33K to 0.6K | 75% |
| 02-Nov-11 5:17 PM View: | John Hancock Hedged Equity ... (HEQ) | 31-Oct-11 | Market Purchase | 270 | $15.18 | $4,097.74 | 68% 0.4K to 0.67K | 31% |
| 12-Aug-11 2:28 PM View: | John Hancock Bank and Thrif... (BTO) | 10-Aug-11 | Market Purchase | 150 | $13.17 | $1,976.10 | 44% 0.34K to 0.49K | 58% |
| 12-Aug-11 2:35 PM View: | John Hancock Preferred Inco... (HPF) | 10-Aug-11 | Market Purchase | 100 | $19.05 | $1,904.60 | 42% 0.24K to 0.34K | 54% |
| 12-Aug-11 2:22 PM View: | John Hancock Hedged Equity ... (HEQ) | 10-Aug-11 | Market Purchase | 400 | $15.52 | $6,206.20 | 100% 0 to 0.4K | 32% |
| 20-Oct-10 5:28 PM View: | John Hancock Bank and Thrif... (BTO) | 19-Oct-10 | Market Purchase | 325 | $15.00 | $4,875.00 | 100% 0 to 0.33K | 44% |
| 20-Oct-10 5:24 PM View: | John Hancock Investors Trust (JHI) | 19-Oct-10 | Market Purchase | 230 | $20.81 | $4,786.30 | 100% 0 to 0.23K | 16% |
| 20-Oct-10 5:14 PM View: | John Hancock Preferred Inco... (HPF) | 19-Oct-10 | Market Purchase | 240 | $19.28 | $4,627.20 | 100% 0 to 0.24K | 62% |
| 20-Oct-10 5:19 PM View: | John Hancock Preferred Inco... (HPS) | 19-Oct-10 | Market Purchase | 285 | $16.93 | $4,825.05 | 100% 0 to 0.28K | 60% |
| 20-Oct-10 5:09 PM View: | John Hancock Patriot Premiu... (PDT) | 19-Oct-10 | Market Purchase | 425 | $11.55 | $4,907.73 | 100% 0 to 0.42K | 103% |
| 20-Oct-10 5:03 PM View: | John Hancock Tax Advantaged... (HTD) | 19-Oct-10 | Market Purchase | 310 | $15.35 | $4,758.50 | 100% 0 to 0.31K | 105% |
| 31-Dec-09 11:24 AM View: | John Hancock Income Securit... (JHS) | 30-Dec-09 | Market Purchase | 150 | $13.41 | $2,011.80 | 30% 0.5K to 0.65K | 47% |
| 31-Dec-09 11:11 AM View: | John Hancock Preferred Inco... (HPI) | 30-Dec-09 | Market Purchase | 115 | $17.05 | $1,960.74 | 32% 0.36K to 0.47K | 99% |
| 31-Dec-09 11:36 AM View: | John Hancock Tax-Advantaged... (HTY) | 30-Dec-09 | Market Purchase | 850 | $13.07 | $11,108.90 | 100% 0 to 0.85K | (6%) |
| 05-Jan-09 3:57 PM View: | John Hancock Income Securit... (JHS) | 31-Dec-08 | Market Purchase | 501 | $9.96 | $4,989.02 | 100% 0 to 0.5K | 108% |
| 05-Jan-09 4:02 PM View: | John Hancock Preferred Inco... (HPI) | 31-Dec-08 | Market Purchase | 357 | $13.98 | $4,991.70 | 100% 0 to 0.36K | 173% |