Dean Garfield - Net Worth and Insider Trading

Dean Garfield Net Worth

The estimated net worth of Dean Garfield is at least $153,957 dollars as of 2024-11-07. Dean Garfield is the Director of John Hancock Financial Opportunities Fund and owns about 513 shares of John Hancock Financial Opportunities Fund (BTO) stock worth over $18,776. Dean Garfield is the Director of John Hancock Preferred Income Fund III and owns about 1,169 shares of John Hancock Preferred Income Fund III (HPS) stock worth over $18,727. Dean Garfield is also the Director of John Hancock Preferred Income Fund and owns about 1,020 shares of John Hancock Preferred Income Fund (HPI) stock worth over $18,284. Besides these, Dean Garfield also holds John Hancock Preferred Income Fund II (HPF) , John Hancock Premium Div Fund (PDT) , John Hancock Tax-advantaged Div Inc Fd (HTD) , John Hancock Investors Trust (JHI) , John Hancock Income Securities Trust (JHS) , John Hancock Hedged Equity & Income Fund (HEQ) . Details can be seen in Dean Garfield's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Dean Garfield has not made any transactions after 2024-01-02 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Dean Garfield

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Dean Garfield Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Dean Garfield owns 10 companies in total, including John Hancock Investors Trust (JHI) , John Hancock Income Securities Trust (JHS) , and John Hancock Premium Div Fund (PDT) among others .

Click here to see the complete history of Dean Garfield’s form 4 insider trades.

Insider Ownership Summary of Dean Garfield

Ticker Comapny Transaction Date Type of Owner
JHI John Hancock Investors Trust 2024-01-02 director
JHS John Hancock Income Securities Trust 2024-01-02 director
PDT John Hancock Premium Div Fund 2024-01-02 director
LIMIT LIMIT 2024-01-02 director
LIMIT LIMIT 2024-01-02 director
LIMIT LIMIT 2024-01-02 director
LIMIT LIMIT 2024-01-02 director
LIMIT LIMIT 2024-01-02 director
LIMIT LIMIT 2022-09-20 director
LIMIT LIMIT 2024-01-02 director

Dean Garfield Latest Holdings Summary

Dean Garfield currently owns a total of 9 stocks. Among these stocks, Dean Garfield owns 513 shares of John Hancock Financial Opportunities Fund (BTO) as of January 2, 2024, with a value of $18,776 and a weighting of 12.2%. Dean Garfield owns 1,169 shares of John Hancock Preferred Income Fund III (HPS) as of January 2, 2024, with a value of $18,727 and a weighting of 12.16%. Dean Garfield also owns 1,020 shares of John Hancock Preferred Income Fund (HPI) as of January 2, 2024, with a value of $18,284 and a weighting of 11.88%. The other 6 stocks John Hancock Preferred Income Fund II (HPF) , John Hancock Premium Div Fund (PDT) , John Hancock Tax-advantaged Div Inc Fd (HTD) , John Hancock Investors Trust (JHI) , John Hancock Income Securities Trust (JHS) , John Hancock Hedged Equity & Income Fund (HEQ) have a combined weighting of 63.76% among all his current holdings.

Latest Holdings of Dean Garfield

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
BTO John Hancock Financial Opportunities Fund 2024-01-02 513 36.60 18,776
HPS John Hancock Preferred Income Fund III 2024-01-02 1,169 16.02 18,727
HPI John Hancock Preferred Income Fund 2024-01-02 1,020 17.93 18,284
HPF John Hancock Preferred Income Fund II 2024-01-02 1,021 17.71 18,080
PDT John Hancock Premium Div Fund 2024-01-02 1,337 13.00 17,374
HTD John Hancock Tax-advantaged Div Inc Fd 2024-01-02 701 22.85 16,018
JHI John Hancock Investors Trust 2024-01-02 1,131 14.16 16,015
JHS John Hancock Income Securities Trust 2024-01-02 1,370 11.49 15,741
HEQ John Hancock Hedged Equity & Income Fund 2024-01-02 1,381 10.82 14,942

Holding Weightings of Dean Garfield


Dean Garfield Form 4 Trading Tracker

According to the SEC Form 4 filings, Dean Garfield has made a total of 1 transactions in John Hancock Financial Opportunities Fund (BTO) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in John Hancock Financial Opportunities Fund is the acquisition of 513 shares on January 2, 2024, which cost Dean Garfield around $15,671.

According to the SEC Form 4 filings, Dean Garfield has made a total of 1 transactions in John Hancock Preferred Income Fund III (HPS) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in John Hancock Preferred Income Fund III is the acquisition of 1,169 shares on January 2, 2024, which cost Dean Garfield around $16,227.

According to the SEC Form 4 filings, Dean Garfield has made a total of 1 transactions in John Hancock Preferred Income Fund (HPI) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in John Hancock Preferred Income Fund is the acquisition of 1,020 shares on January 2, 2024, which cost Dean Garfield around $15,740.

More details on Dean Garfield's insider transactions can be found in the Insider Trading History of Dean Garfield table.

Insider Trading History of Dean Garfield

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Dean Garfield Trading Performance

GuruFocus tracks the stock performance after each of Dean Garfield's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Dean Garfield is 2.6%. GuruFocus also compares Dean Garfield's trading performance to market benchmark return within the same time period. The performance of stocks bought by Dean Garfield within 3 months outperforms 0 times out of 9 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Dean Garfield's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Dean Garfield

Average Return

No transaction record over 1 Year.

Outperforming Transactions

No transaction record over 1 Year.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) 0.71 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -3.84 LIMIT LIMIT LIMIT LIMIT LIMIT

Dean Garfield Ownership Network

Ownership Network List of Dean Garfield

No Data

Ownership Network Relation of Dean Garfield

Insider Network Chart

Dean Garfield Owned Company Details

What does John Hancock Investors Trust do?

Who are the key executives at John Hancock Investors Trust?

Dean Garfield is the director of John Hancock Investors Trust. Other key executives at John Hancock Investors Trust include Director of the Adviser Andy Mcfetridge , President & CEO of the Adviser Kristie Feinberg , and Vice President & Investments York Lo .

John Hancock Investors Trust (JHI) Insider Trades Summary

Over the past 18 months, Dean Garfield made 1 insider transaction in John Hancock Investors Trust (JHI) with a net purchase of 1,131. Other recent insider transactions involving John Hancock Investors Trust (JHI) include a net purchase of 925 shares made by Noni L Ellison ,

In summary, during the past 3 months, insiders sold 0 shares of John Hancock Investors Trust (JHI) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of John Hancock Investors Trust (JHI) were sold and 2,056 shares were bought by its insiders, resulting in a net purchase of 2,056 shares.

John Hancock Investors Trust (JHI)'s detailed insider trading history can be found in Insider Trading Tracker table.

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John Hancock Investors Trust Insider Transactions

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Dean Garfield Mailing Address

Above is the net worth, insider trading, and ownership report for Dean Garfield. You might contact Dean Garfield via mailing address: C/o John Hancock, 200 Berkeley Street, Boston Ma 02116.