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.
Transaction Summary of Dean Garfield
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 |
2024-01-02 | director | ||
2024-01-02 | director | ||
2024-01-02 | director | ||
2024-01-02 | director | ||
2024-01-02 | director | ||
2022-09-20 | director | ||
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
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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.
Performance of Dean Garfield
Dean Garfield Ownership Network
Ownership Network List of Dean Garfield
Ownership Network Relation of Dean Garfield
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.
John Hancock Investors Trust Insider Transactions
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.