Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| John Hancock Diversified Income FundHEQ · Entity 6566 | Officer of Investment Adviser | July 01, 2017 | July 06, 2017 |
| WHITE MOUNTAINS INSURANCE GROUP LTDWTM · Entity 3904 | Director | August 26, 2026 | August 27, 2026 |
| Wellington Global Multi-Strategy FundNONE · Entity 30363 | Officer of Investment Advisor | December 18, 2024 | December 19, 2024 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
John Hancock Diversified Income Fund
Report date July 01, 2017 · Filed July 06, 2017
This filing explicitly reported no securities owned.
WHITE MOUNTAINS INSURANCE GROUP LTD
Report date August 26, 2026 · Filed August 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 113 |
Reported balance
After 2026-08-26 transaction · row 1
1 source rowRow 1 · 2026-08-26 · Grant · Acquired 113 · Balance 113 F1: Pro-rated Annual Director Share Award |
Filing footnotes · ownership attribution and instrument terms
F1: Pro-rated Annual Director Share Award
Wellington Global Multi-Strategy Fund
Report date December 18, 2024 · Filed December 19, 2024
This filing explicitly reported no securities owned.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 26, 2026 Filed Aug 27, 2026 19:46 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | GrantCommon Shares | 113 | $0.00 | $0.00 |
DisclosureSEC source: 0000776867-26-000049 · form4.xml · nonDerivative · entry 1 Klar Stephen · CIK 0001538108 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113 F1 · shares: Pro-rated Annual Director Share Award Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.