Peter S Burgess - Net Worth and Insider Trading
Peter S Burgess Net Worth
The estimated net worth of Peter S Burgess is at least $3 Million dollars as of 2024-11-10. Peter S Burgess is the Director of Lincoln Educational Services Corp and owns about 146,084 shares of Lincoln Educational Services Corp (LINC) stock worth over $2 Million. Peter S Burgess is the Director of Symetra Financial Corp and owns about 7,000 shares of Symetra Financial Corp (SYA) stock worth over $224,140. Peter S Burgess is also the Trustee of the Fund of John Hancock Financial Opportunities Fund and owns about 623 shares of John Hancock Financial Opportunities Fund (BTO) stock worth over $23,113. Besides these, Peter S Burgess also holds John Hancock Tax-advantaged Div Inc Fd (HTD) , John Hancock Preferred Income Fund III (HPS) , John Hancock Preferred Income Fund (HPI) , John Hancock Premium Div Fund (PDT) , John Hancock Preferred Income Fund II (HPF) , John Hancock Income Securities Trust (JHS) , John Hancock Hedged Equity & Income Fund (HEQ) , John Hancock Investors Trust (JHI) , John Hancock Tax-Advantaged Global Shareholder Yield Fund (HTY) . Details can be seen in Peter S Burgess'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 Peter S Burgess has not made any transactions after 2019-12-02 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Peter S Burgess
Peter S Burgess Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Peter S Burgess owns 12 companies in total, including Lincoln Educational Services Corp (LINC) , Symetra Financial Corp (SYA) , and John Hancock Preferred Income Fund (HPI) among others .
Click here to see the complete history of Peter S Burgess’s form 4 insider trades.
Insider Ownership Summary of Peter S Burgess
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
LINC | Lincoln Educational Services Corp | 2019-12-02 | director |
SYA | Symetra Financial Corp | 2016-02-01 | director |
HPI | John Hancock Preferred Income Fund | 2013-11-22 | other: Trustee of the Fund |
2013-11-22 | other: Trustee of the Fund | ||
2013-11-15 | other: Trustee of the Fund | ||
2013-11-15 | other: Trustee of the Fund | ||
2013-02-06 | other: Trustee of the Fund | ||
2012-12-24 | other: Trustee of the Fund | ||
2012-12-24 | other: Trustee of the Fund | ||
2012-12-24 | other: Trustee of the Fund | ||
2012-12-24 | other: Trustee of the Fund | ||
2012-12-24 | other: Trustee of the Fund |
Peter S Burgess Latest Holdings Summary
Peter S Burgess currently owns a total of 12 stocks. Among these stocks, Peter S Burgess owns 146,084 shares of Lincoln Educational Services Corp (LINC) as of December 2, 2019, with a value of $2 Million and a weighting of 87.41%. Peter S Burgess owns 7,000 shares of Symetra Financial Corp (SYA) as of November 19, 2013, with a value of $224,140 and a weighting of 8.27%. Peter S Burgess also owns 623 shares of John Hancock Financial Opportunities Fund (BTO) as of February 6, 2013, with a value of $23,113 and a weighting of 0.85%. The other 9 stocks John Hancock Tax-advantaged Div Inc Fd (HTD) , John Hancock Preferred Income Fund III (HPS) , John Hancock Preferred Income Fund (HPI) , John Hancock Premium Div Fund (PDT) , John Hancock Preferred Income Fund II (HPF) , John Hancock Income Securities Trust (JHS) , John Hancock Hedged Equity & Income Fund (HEQ) , John Hancock Investors Trust (JHI) , John Hancock Tax-Advantaged Global Shareholder Yield Fund (HTY) have a combined weighting of 3.47% among all his current holdings.
Latest Holdings of Peter S Burgess
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
LINC | Lincoln Educational Services Corp | 2019-12-02 | 146,084 | 16.21 | 2,368,022 |
SYA | Symetra Financial Corp | 2013-11-19 | 7,000 | 32.02 | 224,140 |
BTO | John Hancock Financial Opportunities Fund | 2013-02-06 | 623 | 37.10 | 23,113 |
HTD | John Hancock Tax-advantaged Div Inc Fd | 2012-12-24 | 666 | 23.18 | 15,438 |
HPS | John Hancock Preferred Income Fund III | 2013-11-15 | 739 | 16.34 | 12,075 |
HPI | John Hancock Preferred Income Fund | 2013-11-22 | 650 | 18.29 | 11,889 |
PDT | John Hancock Premium Div Fund | 2012-12-24 | 899 | 13.19 | 11,858 |
HPF | John Hancock Preferred Income Fund II | 2013-11-22 | 650 | 18.04 | 11,726 |
JHS | John Hancock Income Securities Trust | 2013-11-15 | 826 | 11.53 | 9,524 |
HEQ | John Hancock Hedged Equity & Income Fund | 2012-12-24 | 785 | 10.80 | 8,478 |
JHI | John Hancock Investors Trust | 2012-12-24 | 557 | 14.26 | 7,943 |
HTY | John Hancock Tax-Advantaged Global Shareholder Yield Fund | 2012-12-24 | 1,010 | 4.99 | 5,040 |
Holding Weightings of Peter S Burgess
Peter S Burgess Form 4 Trading Tracker
According to the SEC Form 4 filings, Peter S Burgess has made a total of 1 transactions in Lincoln Educational Services Corp (LINC) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Lincoln Educational Services Corp is the acquisition of 5,108 shares on December 2, 2019, which cost Peter S Burgess around $8,939.
According to the SEC Form 4 filings, Peter S Burgess has made a total of 0 transactions in Symetra Financial Corp (SYA) over the past 5 years. The most-recent trade in Symetra Financial Corp is the acquisition of 2,000 shares on November 19, 2013, which cost Peter S Burgess around $37,100.
According to the SEC Form 4 filings, Peter S Burgess has made a total of 0 transactions in John Hancock Financial Opportunities Fund (BTO) over the past 5 years. The most-recent trade in John Hancock Financial Opportunities Fund is the acquisition of 623 shares on February 6, 2013, which cost Peter S Burgess around $12,005.
More details on Peter S Burgess's insider transactions can be found in the Insider Trading History of Peter S Burgess table.Insider Trading History of Peter S Burgess
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Peter S Burgess Trading Performance
GuruFocus tracks the stock performance after each of Peter S Burgess's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Peter S Burgess is 6.81%. GuruFocus also compares Peter S Burgess's trading performance to market benchmark return within the same time period. The performance of stocks bought by Peter S Burgess within 3 months outperforms 5 times out of 11 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Peter S Burgess's insider trading performs compared to the benchmark.
Performance of Peter S Burgess
Peter S Burgess Ownership Network
Ownership Network List of Peter S Burgess
Ownership Network Relation of Peter S Burgess
Peter S Burgess Owned Company Details
What does Lincoln Educational Services Corp do?
Who are the key executives at Lincoln Educational Services Corp?
Peter S Burgess is the director of Lincoln Educational Services Corp. Other key executives at Lincoln Educational Services Corp include 10 percent owner Juniper Investment Company, Llc , Chief Innovation Officer Chad D Nyce , and CFO and Treasurer Brian K Meyers .
Lincoln Educational Services Corp (LINC) Insider Trades Summary
Over the past 18 months, Peter S Burgess made no insider transaction in Lincoln Educational Services Corp (LINC). Other recent insider transactions involving Lincoln Educational Services Corp (LINC) include a net sale of 938,199 shares made by Juniper Investment Company, Llc , a net sale of 173,792 shares made by J Barry Morrow , and a net sale of 75,437 shares made by Burke James J Jr .
In summary, during the past 3 months, insiders sold 82,083 shares of Lincoln Educational Services Corp (LINC) in total and bought 0 shares, with a net sale of 82,083 shares. During the past 18 months, 1,328,452 shares of Lincoln Educational Services Corp (LINC) were sold and 0 shares were bought by its insiders, resulting in a net sale of 1,328,452 shares.
Lincoln Educational Services Corp (LINC)'s detailed insider trading history can be found in Insider Trading Tracker table.
Lincoln Educational Services Corp Insider Transactions
Peter S Burgess Mailing Address
Above is the net worth, insider trading, and ownership report for Peter S Burgess. You might contact Peter S Burgess via mailing address: 88 Sherwood Drive, Glastonbury Ct 06033.