HEQ on NYSE

John Hancock Diversified Income Fund

Fund registered in the United States, based in Boston, active since 2011.

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Last updated Oct 18, 2026.

Overview

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TickerHEQ on NYSE
HeadquartersBoston, United States
Incorporated inMA²
Business addressC/O John Hancock Funds, 200 Berkeley Street, Boston, Ma 02116²

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Leadership

Who has led John Hancock Diversified Income Fund, and when. Pick a name to see everywhere that person has worked.

Chief executive

President

Chief financial officer

Chief operating officer

Andrew Arnott2011

201520202025

Chief executive officerKristie Feinberg May 23, 2023 to May 23, 2023³
Chief executive officerKeith F. Hartstein May 24, 2011 to May 24, 2011⁴
PresidentKristie Feinberg May 23, 2023 to May 23, 2023³
PresidentAndrew Arnott Mar 21, 2014 to Mar 21, 2014⁵
PresidentKeith F. Hartstein May 24, 2011 to May 24, 2011⁴
Chief financial officerEffie Georgountzos Jul 31, 2025 to now⁶
Chief financial officerFernando A. Silva Jul 2, 2024 to Jul 2, 2024⁷
Chief financial officerJeff Nataupsky Nov 6, 2024 to Nov 6, 2024⁸
Chief financial officerCharles Rizzo May 24, 2011 to May 24, 2011⁹
Chief financial officerJeffrey Long May 24, 2011 to May 24, 2011¹⁰
Chief operating officerAndrew Arnott May 24, 2011 to May 24, 2011¹¹

Board members and other officers (92)

Vice President, InvestmentsElisabeth Christino Stoll Sep 28, 2026 to now¹²
Officer of Investment AdviserNiraj D. Bhagwat Jan 3, 2024 to Jan 3, 2024¹³
VP of the AdviserTerence A. McCubbin May 15, 2024 to May 15, 2024¹⁴
Vice President, InvestmentsPatricia Carrington Oct 2, 2024 to Oct 2, 2024¹⁵
Officer of Investment AdviserJennifer N. Berg Jan 5, 2023 to Jan 5, 2023¹⁶
Officer of Investment AdviserLucinda M. Marrs Jan 5, 2023 to Jan 5, 2023¹⁷
Director of the AdviserAndy McFetridge Oct 10, 2023 to Oct 10, 2023¹⁸
Officer of Investment AdviserDaniel J. Pozen Jan 5, 2022 to Jan 5, 2022¹⁹
Officer of Investment AdviserEunhak Bae Jan 5, 2022 to Jan 5, 2022²⁰
Officer of Investment AdviserGillian M. Edgeworth Jan 5, 2022 to Jan 5, 2022²¹
VP of the AdviserArthur Pigott Feb 4, 2022 to Feb 4, 2022²²
VP of the AdviserGlen J. Gibbons Feb 4, 2022 to Feb 4, 2022²³
Vice President, InvestmentsYork Lo Dec 23, 2022 to Dec 23, 2022²⁴
Officer of Investment AdviserJawan S. Parker Jan 5, 2021 to Jan 5, 2021²⁵
Officer of Investment AdviserTerrence M. Burgess Jul 1, 2021 to Jul 1, 2021²⁶
Officer of Investment AdviserPhilip W. Ruedi Jan 8, 2020 to Jan 8, 2020²⁷
Officer of Investment AdviserRobert P. Ball Jan 8, 2020 to Jan 8, 2020²⁸
Vice President of the AdviserBrian Macphee May 1, 2020 to May 1, 2020²⁹
Officer of Investment AdviserRoberto J. Isch Jan 7, 2019 to Jan 7, 2019³⁰
Vice President of the AdviserChristopher Pompilio May 13, 2019 to May 13, 2019³¹
Vice President of the AdviserMichael Tassinari May 13, 2019 to May 13, 2019³²
Vice President of the AdviserSean Speer May 13, 2019 to May 13, 2019³³
Officer of Investment AdviserCarl Dirk Enderlein Jan 4, 2018 to Jan 3, 2024³⁴
Officer of Investment AdviserErin K. Murphy Jan 4, 2018 to May 4, 2023³⁵
Officer of Investment AdviserSi Ping Yu Jan 4, 2018 to Jan 4, 2018³⁶
Sr. VP of the AdviserPatrick Macdonnell May 16, 2018 to May 16, 2018³⁷
VP of the Fund (Investments)Brittany Bascom Sep 14, 2018 to Sep 14, 2018³⁸
Deputy Chief Compliance OffcrTrevor Swanberg Sep 14, 2018 to Sep 14, 2018³⁹
Officer of Investment AdviserAmy B. Kramer Oct 31, 2018 to Oct 31, 2018⁴⁰
Officer of Investment AdviserGregory A. Mattiko Jan 5, 2017 to Jan 5, 2017⁴¹
Officer of Investment AdviserMary K. Shannon Jan 5, 2017 to Jan 5, 2017⁴²
Officer of Investment AdviserDesmond A. Havlicek Jan 5, 2016 to Jan 5, 2016⁴³
Officer of Investment AdviserSteven C. Angeli Jan 5, 2016 to Jan 3, 2024⁴⁴
Vice President of the AdviserAngela Billick May 4, 2016 to May 4, 2016⁴⁵
Vice President of the AdviserSteve Deroian Oct 27, 2016 to Oct 27, 2016⁴⁶
Officer of Investment AdviserDonald J. Kilbride Jan 6, 2015 to Jan 4, 2018⁴⁷
Officer of Investment AdviserJohn E. Butler Jan 6, 2015 to Jan 3, 2024⁴⁸
VP of the AdviserJay Aronowitz May 7, 2015 to May 7, 2015⁴⁹
VP, Investments (of the Fund)Alison Ballard Jun 30, 2015 to Jun 30, 2015⁵⁰
EVP & Treasurer of the AdviserDem Hagen Halina Von Nov 3, 2015 to Jul 11, 2017⁵¹
VP, Treasury (of the Adviser)Melvyn D'Souza Nov 24, 2015 to Jul 11, 2017⁵²
Officer of Investment AdviserCheryl M. Duckworth Jan 3, 2014 to Jan 5, 2017⁵³
Officer of Investment AdviserIan R. Link Jan 3, 2014 to Jan 5, 2017⁵⁴
Officer of Investment AdviserJean M. Hynes Jul 3, 2014 to Jul 3, 2014⁵⁵
Officer of Investment AdviserJohn F. Averill Jan 3, 2013 to Jan 5, 2016⁵⁶
Officer of Investment AdviserNicolas M. Choumenkovitch Jan 3, 2013 to Jan 5, 2016⁵⁷
Officer of Investment AdviserScott M. Lopez Jan 3, 2013 to Jan 4, 2018⁵⁸
VP of the AdviserPhil Fontana Apr 17, 2013 to Apr 17, 2013⁵⁹
VP, Investments (of the Fund)Gina Goldych Oct 2, 2013 to Oct 2, 2013⁶⁰
Officer of Investment AdviserLouis Chabrier Jan 3, 2012 to Jan 5, 2015⁶¹
Officer of Investment AdviserRay E. Helfer Jan 3, 2012 to Jan 5, 2015⁶²
VP, Product Mgmt of the FundEdward C. Bruntrager Jr. Sep 19, 2012 to Sep 19, 2012⁶³
Controller of the AdviserBeth Grindel Nov 7, 2012 to Nov 7, 2012⁶⁴
Senior VP of the AdviserAndrea W. Mercier May 24, 2011 to May 24, 2011⁶⁵
Sr. VP of the AdviserDarlene Anderson Vasquez May 24, 2011 to May 24, 2011⁶⁶
CCO of the FundFrank Knox May 24, 2011 to May 24, 2011⁶⁷
Vice President of the AdviserGregory D'Angelo May 24, 2011 to May 24, 2011⁶⁸
VP, Asst.Treas.of the AdviserHoward Cronson May 24, 2011 to May 24, 2011⁶⁹
Vice President of the FundJohn Danello May 24, 2011 to May 24, 2011⁷⁰
Vice President of the AdviserKrishna Ramdial May 24, 2011 to May 24, 2011⁷¹
Sr. VP of the FundLeo M. Zerilli May 24, 2011 to May 24, 2011⁷²
Vice President of the AdviserMichael Leary May 24, 2011 to May 24, 2011⁷³
Vice President of the FundMinh K. Le May 24, 2011 to May 24, 2011⁷⁴
Vice President of the AdviserPaul Kane May 24, 2011 to May 24, 2011⁷⁵
Compliance Officer of the FundPaul M. Donahue May 24, 2011 to May 24, 2011⁷⁶
Treasurer of the AdviserPeter Levitt May 24, 2011 to May 24, 2011⁷⁷
Vice President of the FundRobert Fanelli May 24, 2011 to May 24, 2011⁷⁸
Treasurer of the FundSalvatore Schiavone May 24, 2011 to May 24, 2011⁷⁹
officer of investment adviserBrendan J. Swords May 25, 2011 to May 25, 2011⁸⁰
officer of investment adviserCharles S. Argyle May 25, 2011 to Jan 3, 2013⁸¹
officer of investment adviserEdward J. Steinborn May 25, 2011 to May 25, 2011⁸²
officer of investment adviserEdward Peter Bousa May 25, 2011 to Jan 3, 2012⁸³
officer of investment adviserGregg R. Thomas May 25, 2011 to May 25, 2011⁸⁴
officer of investment adviserJames W. Valone May 25, 2011 to Oct 29, 2018⁸⁵
officer of investment adviserKent M. Stahl May 25, 2011 to Jan 7, 2019⁸⁶
officer of investment adviserMark Flaherty May 25, 2011 to Jan 3, 2013⁸⁷
officer of investment adviserPerry M. Traquina May 25, 2011 to Jul 3, 2014⁸⁸
officer of investment adviserPhillip H. Perelmuter May 25, 2011 to May 25, 2011⁸⁹
officer of investment adviserSaul J. Pannell May 25, 2011 to Jan 2, 2014⁹⁰
officer of investment adviserVera M. Trojan May 25, 2011 to Jan 3, 2013⁹¹
officer of investment adviserWendy M. Cromwell May 25, 2011 to Jan 2, 2014⁹²
Vice President, InvestmentsLisa Greiner Dec 13, 2011 to Dec 13, 2011⁹³
Board memberChristine Hurtsellers Nov 17, 2025 to now⁹⁴
Board memberKenneth J. Phelan Nov 17, 2025 to now⁹⁵
Board memberWilliam K. Bacic Aug 8, 2024 to Aug 8, 2024⁹⁶
Board memberDean Garfield Sep 28, 2022 to Jan 4, 2024⁹⁷
Board memberNoni L. Ellison Sep 28, 2022 to Oct 16, 2023⁹⁷
Board memberPatricia Lizarraga Sep 28, 2022 to Sep 28, 2022⁹⁷
Board memberPaul Lorentz Sep 28, 2022 to Sep 28, 2022⁹⁷
General counselBetsy Anne Seel Apr 16, 2014 to Apr 16, 2014⁹⁸
General counselJohn Danello Jun 5, 2014 to Jun 5, 2014⁹⁹
General counselThomas M. Kinzler May 24, 2011 to May 24, 2011¹⁰⁰

Former names

John Hancock Hedged Equity & Income FundJul 16, 2010 to Mar 11, 2025²

Timeline

May 23, 2023New chief executive Kristie Feinberg becomes CEO³
May 26, 2011Founded John Hancock Diversified Income Fund is founded¹⁰¹
May 24, 2011New chief executive Keith F. Hartstein becomes CEO⁴

Filings

104 filings to the SEC since October 2021: 42 insider forms, 11 large holders, 51 other. The latest 20:

Oct 13, 20263 PRIMARY DOCUMENT EDGAR
Sep 28, 20263 PRIMARY DOCUMENT EDGAR
Aug 27, 2026NPORT-P EDGAR
Aug 24, 2026N-CSRS EDGAR
Aug 14, 2026SCHEDULE 13G EDGAR
Aug 5, 2026N-PX EDGAR
Jul 22, 20264 PRIMARY DOCUMENT EDGAR
Jul 14, 2026SCHEDULE 13G/A EDGAR
Jul 10, 20263 PRIMARY DOCUMENT EDGAR
Jul 8, 20263 PRIMARY DOCUMENT EDGAR
May 29, 2026NPORT-P EDGAR
May 7, 20264 PRIMARY DOCUMENT EDGAR
May 1, 202640-17G JOHN HANCOCK DIVERSIFIED INCOME FUND EDGAR
Apr 14, 2026SCHEDULE 13G/A EDGAR
Mar 11, 2026N-CEN EDGAR
Feb 27, 2026NPORT-P EDGAR
Feb 26, 2026N-CSR EDGAR
Jan 27, 20264 PRIMARY DOCUMENT EDGAR
Jan 22, 20263 PRIMARY DOCUMENT EDGAR
Jan 22, 20263 PRIMARY DOCUMENT EDGAR

The 104 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last three years, summarized. The full record is on SEC EDGAR.

Insider trades and holders

Large holders

Investors who own more than 5% must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively. 11 such filings since October 2021, the latest 10:

From Forms 4 and Schedules 13D and 13G filed with the SEC.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 36. Change is in shares since the quarter before.

Fund	Shares	Value	Share of the fund	Change
Karpus Management, Inc.	909,620	$10.4M	0.3%	+391,119
Bulldog Investors, LLP	550,968	$6.3M	1.4%	−7,323
Bank Of America Corp /de/	306,653	$3.5M	0.0%	+2,132
Pathstone Holdings, LLC	232,244	$2.7M	0.0%	−289,797
Commonwealth Equity Services, LLC	171,821	$2.0M	0.0%	+17,711
Invesco Ltd.	159,131	$1.8M	0.0%	+28,470
Envestnet Asset Management Inc	154,332	$1.8M	0.0%	+16,864
Principal Securities, Inc.	153,377	$1.8M	0.0%	+6,100
Morgan Stanley	142,939	$1.6M	0.0%	−4,782
Blue Bell Private Wealth Management, LLC	109,712	$1.3M	0.2%	+378
1607 Capital Partners, LLC	79,413	$911.7K	0.1%	−54,496
Wells Fargo & Company/mn	68,337	$784.5K	0.0%	+359
Kovack Advisors, Inc.	64,341	$739.8K	0.0%	+3,741
Ameriprise Financial Inc	59,744	$685.9K	0.0%	−19,631
Kestra Advisory Services, LLC	44,860	$515.0K	0.0%	+6,397
&partners	44,498	$510.8K	0.0%	+3,999
Royal Bank Of Canada	43,382	$498.0K	0.0%	−2,927
LPL Financial LLC	40,936	$469.9K	0.0%	−1,947
Sax Wealth Advisors, LLC	33,953	$368.7K	0.0%	No change
Raymond James Financial Inc	31,866	$365.8K	0.0%	+203
Osaic Holdings, Inc.	27,754	$318.6K	0.0%	+3,576
Dakota Wealth Management	25,770	$295.8K	0.0%	New
Shaker Financial Services, LLC	25,429	$291.9K	0.1%	−2,552
Cetera Investment Advisers	19,431	$223.1K	0.0%	+907
XTX Topco Ltd	17,333	$199.0K	0.0%	New

13F reports cover disclosed long positions in U.S. stocks only.

Sources

The numbers on this page point here. Each one links to the record it came from.

1
SEC EDGARJohn Hancock Diversified Income Fund filings on SEC EDGAR
2
SEC EDGARJohn Hancock Diversified Income Fund filings on SEC EDGAR
3
SEC EDGARKristie Feinberg, Chief executive officer
4
SEC EDGARKeith F. Hartstein, Chief executive officer
5
SEC EDGARAndrew Arnott, President
6
SEC EDGAREffie Georgountzos, Chief financial officer
7
SEC EDGARFernando A. Silva, Chief financial officer
8
SEC EDGARJeff Nataupsky, Chief financial officer
9
SEC EDGARCharles Rizzo, Chief financial officer
10
SEC EDGARJeffrey Long, Chief financial officer
11
SEC EDGARAndrew Arnott, Chief operating officer
12
SEC EDGARElisabeth Christino Stoll, Vice President, Investments
13
SEC EDGARNiraj D. Bhagwat, Officer of Investment Adviser
14
SEC EDGARTerence A. McCubbin, VP of the Adviser
15
SEC EDGARPatricia Carrington, Vice President, Investments
16
SEC EDGARJennifer N. Berg, Officer of Investment Adviser
17
SEC EDGARLucinda M. Marrs, Officer of Investment Adviser
18
SEC EDGARAndy McFetridge, Director of the Adviser
19
SEC EDGARDaniel J. Pozen, Officer of Investment Adviser
20
SEC EDGAREunhak Bae, Officer of Investment Adviser
21
SEC EDGARGillian M. Edgeworth, Officer of Investment Adviser
22
SEC EDGARArthur Pigott, VP of the Adviser
23
SEC EDGARGlen J. Gibbons, VP of the Adviser
24
SEC EDGARYork Lo, Vice President, Investments
25
SEC EDGARJawan S. Parker, Officer of Investment Adviser
26
SEC EDGARTerrence M. Burgess, Officer of Investment Adviser
27
SEC EDGARPhilip W. Ruedi, Officer of Investment Adviser
28
SEC EDGARRobert P. Ball, Officer of Investment Adviser
29
SEC EDGARBrian Macphee, Vice President of the Adviser
30
SEC EDGARRoberto J. Isch, Officer of Investment Adviser
31
SEC EDGARChristopher Pompilio, Vice President of the Adviser
32
SEC EDGARMichael Tassinari, Vice President of the Adviser
33
SEC EDGARSean Speer, Vice President of the Adviser
34
SEC EDGARCarl Dirk Enderlein, Officer of Investment Adviser
35
SEC EDGARErin K. Murphy, Officer of Investment Adviser
36
SEC EDGARSi Ping Yu, Officer of Investment Adviser
37
SEC EDGARPatrick Macdonnell, Sr. VP of the Adviser
38
SEC EDGARBrittany Bascom, VP of the Fund (Investments)
39
SEC EDGARTrevor Swanberg, Deputy Chief Compliance Offcr
40
SEC EDGARAmy B. Kramer, Officer of Investment Adviser
41
SEC EDGARGregory A. Mattiko, Officer of Investment Adviser
42
SEC EDGARMary K. Shannon, Officer of Investment Adviser
43
SEC EDGARDesmond A. Havlicek, Officer of Investment Adviser
44
SEC EDGARSteven C. Angeli, Officer of Investment Adviser
45
SEC EDGARAngela Billick, Vice President of the Adviser
46
SEC EDGARSteve Deroian, Vice President of the Adviser
47
SEC EDGARDonald J. Kilbride, Officer of Investment Adviser
48
SEC EDGARJohn E. Butler, Officer of Investment Adviser
49
SEC EDGARJay Aronowitz, VP of the Adviser
50
SEC EDGARAlison Ballard, VP, Investments (of the Fund)
51
SEC EDGARDem Hagen Halina Von, EVP & Treasurer of the Adviser
52
SEC EDGARMelvyn D'Souza, VP, Treasury (of the Adviser)
53
SEC EDGARCheryl M. Duckworth, Officer of Investment Adviser
54
SEC EDGARIan R. Link, Officer of Investment Adviser
55
SEC EDGARJean M. Hynes, Officer of Investment Adviser
56
SEC EDGARJohn F. Averill, Officer of Investment Adviser
57
SEC EDGARNicolas M. Choumenkovitch, Officer of Investment Adviser
58
SEC EDGARScott M. Lopez, Officer of Investment Adviser
59
SEC EDGARPhil Fontana, VP of the Adviser
60
SEC EDGARGina Goldych, VP, Investments (of the Fund)
61
SEC EDGARLouis Chabrier, Officer of Investment Adviser
62
SEC EDGARRay E. Helfer, Officer of Investment Adviser
63
SEC EDGAREdward C. Bruntrager Jr., VP, Product Mgmt of the Fund
64
SEC EDGARBeth Grindel, Controller of the Adviser
65
SEC EDGARAndrea W. Mercier, Senior VP of the Adviser
66
SEC EDGARDarlene Anderson Vasquez, Sr. VP of the Adviser
67
SEC EDGARFrank Knox, CCO of the Fund
68
SEC EDGARGregory D'Angelo, Vice President of the Adviser
69
SEC EDGARHoward Cronson, VP, Asst.Treas.of the Adviser
70
SEC EDGARJohn Danello, Vice President of the Fund
71
SEC EDGARKrishna Ramdial, Vice President of the Adviser
72
SEC EDGARLeo M. Zerilli, Sr. VP of the Fund
73
SEC EDGARMichael Leary, Vice President of the Adviser
74
SEC EDGARMinh K. Le, Vice President of the Fund
75
SEC EDGARPaul Kane, Vice President of the Adviser
76
SEC EDGARPaul M. Donahue, Compliance Officer of the Fund
77
SEC EDGARPeter Levitt, Treasurer of the Adviser
78
SEC EDGARRobert Fanelli, Vice President of the Fund
79
SEC EDGARSalvatore Schiavone, Treasurer of the Fund
80
SEC EDGARBrendan J. Swords, officer of investment adviser
81
SEC EDGARCharles S. Argyle, officer of investment adviser
82
SEC EDGAREdward J. Steinborn, officer of investment adviser
83
SEC EDGAREdward Peter Bousa, officer of investment adviser
84
SEC EDGARGregg R. Thomas, officer of investment adviser
85
SEC EDGARJames W. Valone, officer of investment adviser
86
SEC EDGARKent M. Stahl, officer of investment adviser
87
SEC EDGARMark Flaherty, officer of investment adviser
88
SEC EDGARPerry M. Traquina, officer of investment adviser
89
SEC EDGARPhillip H. Perelmuter, officer of investment adviser
90
SEC EDGARSaul J. Pannell, officer of investment adviser
91
SEC EDGARVera M. Trojan, officer of investment adviser
92
SEC EDGARWendy M. Cromwell, officer of investment adviser
93
SEC EDGARLisa Greiner, Vice President, Investments
94
SEC EDGARChristine Hurtsellers, Board member
95
SEC EDGARKenneth J. Phelan, Board member
96
SEC EDGARWilliam K. Bacic, Board member
97
SEC EDGARDean Garfield, Board member
98
SEC EDGARBetsy Anne Seel, General counsel
99
SEC EDGARJohn Danello, General counsel
100
SEC EDGARThomas M. Kinzler, General counsel
101
gleifJohn Hancock Diversified Income Fund is founded