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 2024-11-08. 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 $22,864. 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 86.5%. 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 8.9%. Peter S Burgess also owns 623 shares of John Hancock Financial Opportunities Fund (BTO) as of February 6, 2013, with a value of $22,864 and a weighting of 0.91%. 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 3.69% 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	14.91	2,178,112
SYA	Symetra Financial Corp	2013-11-19	7,000	32.02	224,140
BTO	John Hancock Financial Opportunities Fund	2013-02-06	623	36.70	22,864
HTD	John Hancock Tax-advantaged Div Inc Fd	2012-12-24	666	22.92	15,265
HPS	John Hancock Preferred Income Fund III	2013-11-15	739	16.09	11,890
HPI	John Hancock Preferred Income Fund	2013-11-22	650	18.08	11,752
PDT	John Hancock Premium Div Fund	2012-12-24	899	13.03	11,717
HPF	John Hancock Preferred Income Fund II	2013-11-22	650	17.66	11,479
JHS	John Hancock Income Securities Trust	2013-11-15	826	11.52	9,516
HEQ	John Hancock Hedged Equity & Income Fund	2012-12-24	785	10.79	8,470
JHI	John Hancock Investors Trust	2012-12-24	557	14.17	7,893
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

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

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.

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.

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

Performance of Peter S Burgess

Average Return

Average return per transaction

Outperforming Transactions

8 out of 11 outperforming transactions.

Each transaction is measured over a period and compared to .

	1 Month	3 Months	6 Months	1 Year	2 Years	3 Years
Return(%)	5.56
Relative Return to S&P 500(%)	3.04

Peter S Burgess Ownership Network

Ownership Network List of Peter S Burgess

No Data

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

No Available Data

What does Symetra Financial Corp do?

Who are the key executives at Symetra Financial Corp?

Peter S Burgess is the director of Symetra Financial Corp. Other key executives at Symetra Financial Corp include 10 percent owner Warren E Buffett , 10 percent owner Berkshire Hathaway Inc , and director & President & CEO Thomas M Marra .

Symetra Financial Corp (SYA) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Symetra Financial Corp (SYA) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Symetra Financial Corp (SYA) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Symetra Financial Corp (SYA)'s detailed insider trading history can be found in Insider Trading Tracker table.

Symetra Financial Corp Insider Transactions

No Available Data

What does John Hancock Preferred Income Fund do?

Who are the key executives at John Hancock Preferred Income Fund?

Peter S Burgess is the other: Trustee of the Fund of John Hancock Preferred Income Fund. Other key executives at John Hancock Preferred Income Fund include Director of the Adviser Andy Mcfetridge , President & CEO of the Adviser Kristie Feinberg , and Vice President & Investments York Lo .

John Hancock Preferred Income Fund (HPI) Insider Trades Summary

Over the past 18 months, Peter S Burgess made no insider transaction in John Hancock Preferred Income Fund (HPI). Other recent insider transactions involving John Hancock Preferred Income Fund (HPI) include a net purchase of 1,020 shares made by Dean Garfield , and a net purchase of 790 shares made by Noni L Ellison .

In summary, during the past 3 months, insiders sold 0 shares of John Hancock Preferred Income Fund (HPI) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of John Hancock Preferred Income Fund (HPI) were sold and 1,810 shares were bought by its insiders, resulting in a net purchase of 1,810 shares.

John Hancock Preferred Income Fund (HPI)'s detailed insider trading history can be found in Insider Trading Tracker table.

John Hancock Preferred Income Fund Insider Transactions

No Available Data

What does John Hancock Preferred Income Fund II do?

Who are the key executives at John Hancock Preferred Income Fund II?

Peter S Burgess is the other: Trustee of the Fund of John Hancock Preferred Income Fund II. Other key executives at John Hancock Preferred Income Fund II include Director of the Adviser Andy Mcfetridge , President & CEO of the Adviser Kristie Feinberg , and Vice President & Investments York Lo .

John Hancock Preferred Income Fund II (HPF) Insider Trades Summary

Over the past 18 months, Peter S Burgess made no insider transaction in John Hancock Preferred Income Fund II (HPF). Other recent insider transactions involving John Hancock Preferred Income Fund II (HPF) include a net purchase of 1,021 shares made by Dean Garfield , and a net purchase of 819 shares made by Noni L Ellison .

In summary, during the past 3 months, insiders sold 0 shares of John Hancock Preferred Income Fund II (HPF) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of John Hancock Preferred Income Fund II (HPF) were sold and 1,840 shares were bought by its insiders, resulting in a net purchase of 1,840 shares.

John Hancock Preferred Income Fund II (HPF)'s detailed insider trading history can be found in Insider Trading Tracker table.

John Hancock Preferred Income Fund II Insider Transactions

No Available Data

What does John Hancock Income Securities Trust do?

Who are the key executives at John Hancock Income Securities Trust?

Peter S Burgess is the other: Trustee of the Fund of John Hancock Income Securities Trust. Other key executives at John Hancock Income Securities Trust include Director of the Adviser Andy Mcfetridge , President & CEO of the Adviser Kristie Feinberg , and Vice President & Investments York Lo .

John Hancock Income Securities Trust (JHS) Insider Trades Summary

Over the past 18 months, Peter S Burgess made no insider transaction in John Hancock Income Securities Trust (JHS). Other recent insider transactions involving John Hancock Income Securities Trust (JHS) include a net purchase of 1,370 shares made by Dean Garfield , and a net purchase of 1,090 shares made by Noni L Ellison .

In summary, during the past 3 months, insiders sold 0 shares of John Hancock Income Securities Trust (JHS) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of John Hancock Income Securities Trust (JHS) were sold and 2,460 shares were bought by its insiders, resulting in a net purchase of 2,460 shares.

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

John Hancock Income Securities Trust Insider Transactions

No Available Data

What does John Hancock Preferred Income Fund III do?

Who are the key executives at John Hancock Preferred Income Fund III?

Peter S Burgess is the other: Trustee of the Fund of John Hancock Preferred Income Fund III. Other key executives at John Hancock Preferred Income Fund III include Director of the Adviser Andy Mcfetridge , President & CEO of the Adviser Kristie Feinberg , and Vice President & Investments York Lo .

John Hancock Preferred Income Fund III (HPS) Insider Trades Summary

Over the past 18 months, Peter S Burgess made no insider transaction in John Hancock Preferred Income Fund III (HPS). Other recent insider transactions involving John Hancock Preferred Income Fund III (HPS) include a net purchase of 1,169 shares made by Dean Garfield , and a net purchase of 879 shares made by Noni L Ellison .

In summary, during the past 3 months, insiders sold 0 shares of John Hancock Preferred Income Fund III (HPS) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of John Hancock Preferred Income Fund III (HPS) were sold and 2,048 shares were bought by its insiders, resulting in a net purchase of 2,048 shares.

John Hancock Preferred Income Fund III (HPS)'s detailed insider trading history can be found in Insider Trading Tracker table.

John Hancock Preferred Income Fund III Insider Transactions

No Available Data

What does John Hancock Financial Opportunities Fund do?

Who are the key executives at John Hancock Financial Opportunities Fund?

Peter S Burgess is the other: Trustee of the Fund of John Hancock Financial Opportunities Fund. Other key executives at John Hancock Financial Opportunities Fund include Director of the Adviser Andy Mcfetridge , President & CEO of the Adviser Kristie Feinberg , and Vice President & Investments York Lo .

John Hancock Financial Opportunities Fund (BTO) Insider Trades Summary

Over the past 18 months, Peter S Burgess made no insider transaction in John Hancock Financial Opportunities Fund (BTO). Other recent insider transactions involving John Hancock Financial Opportunities Fund (BTO) include a net purchase of 513 shares made by Dean Garfield , and a net purchase of 432 shares made by Noni L Ellison .

In summary, during the past 3 months, insiders sold 0 shares of John Hancock Financial Opportunities Fund (BTO) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of John Hancock Financial Opportunities Fund (BTO) were sold and 945 shares were bought by its insiders, resulting in a net purchase of 945 shares.

John Hancock Financial Opportunities Fund (BTO)'s detailed insider trading history can be found in Insider Trading Tracker table.

John Hancock Financial Opportunities Fund Insider Transactions

No Available Data

What does John Hancock Investors Trust do?

Who are the key executives at John Hancock Investors Trust?

Peter S Burgess is the other: Trustee of the Fund 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, Peter S Burgess made no insider transaction in John Hancock Investors Trust (JHI). Other recent insider transactions involving John Hancock Investors Trust (JHI) include a net purchase of 1,131 shares made by Dean Garfield , and 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

No Available Data

What does John Hancock Premium Div Fund do?

Who are the key executives at John Hancock Premium Div Fund?

Peter S Burgess is the other: Trustee of the Fund of John Hancock Premium Div Fund. Other key executives at John Hancock Premium Div Fund include Director of the Adviser Andy Mcfetridge , President & CEO of the Adviser Kristie Feinberg , and Vice President & Investments York Lo .

John Hancock Premium Div Fund (PDT) Insider Trades Summary

Over the past 18 months, Peter S Burgess made no insider transaction in John Hancock Premium Div Fund (PDT). Other recent insider transactions involving John Hancock Premium Div Fund (PDT) include a net purchase of 1,337 shares made by Dean Garfield , and a net purchase of 1,185 shares made by Noni L Ellison .

In summary, during the past 3 months, insiders sold 0 shares of John Hancock Premium Div Fund (PDT) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of John Hancock Premium Div Fund (PDT) were sold and 2,522 shares were bought by its insiders, resulting in a net purchase of 2,522 shares.

John Hancock Premium Div Fund (PDT)'s detailed insider trading history can be found in Insider Trading Tracker table.

John Hancock Premium Div Fund Insider Transactions

No Available Data

What does John Hancock Tax-advantaged Div Inc Fd do?

Who are the key executives at John Hancock Tax-advantaged Div Inc Fd?

Peter S Burgess is the other: Trustee of the Fund of John Hancock Tax-advantaged Div Inc Fd. Other key executives at John Hancock Tax-advantaged Div Inc Fd include Director of the Adviser Andy Mcfetridge , President & CEO of the Adviser Kristie Feinberg , and Vice President & Investments York Lo .

John Hancock Tax-advantaged Div Inc Fd (HTD) Insider Trades Summary

Over the past 18 months, Peter S Burgess made no insider transaction in John Hancock Tax-advantaged Div Inc Fd (HTD). Other recent insider transactions involving John Hancock Tax-advantaged Div Inc Fd (HTD) include a net purchase of 701 shares made by Dean Garfield , and a net purchase of 650 shares made by Noni L Ellison .

In summary, during the past 3 months, insiders sold 0 shares of John Hancock Tax-advantaged Div Inc Fd (HTD) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of John Hancock Tax-advantaged Div Inc Fd (HTD) were sold and 1,351 shares were bought by its insiders, resulting in a net purchase of 1,351 shares.

John Hancock Tax-advantaged Div Inc Fd (HTD)'s detailed insider trading history can be found in Insider Trading Tracker table.

John Hancock Tax-advantaged Div Inc Fd Insider Transactions

No Available Data

What does John Hancock Tax-Advantaged Global Shareholder Yield Fund do?

Who are the key executives at John Hancock Tax-Advantaged Global Shareholder Yield Fund?

Peter S Burgess is the other: Trustee of the Fund of John Hancock Tax-Advantaged Global Shareholder Yield Fund. Other key executives at John Hancock Tax-Advantaged Global Shareholder Yield Fund include Director of the Adviser Andy Mcfetridge , President & CEO of the Adviser Kristie Feinberg , and Vice President & Investments York Lo .

John Hancock Tax-Advantaged Global Shareholder Yield Fund (HTY) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of John Hancock Tax-Advantaged Global Shareholder Yield Fund (HTY) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of John Hancock Tax-Advantaged Global Shareholder Yield Fund (HTY) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

John Hancock Tax-Advantaged Global Shareholder Yield Fund (HTY)'s detailed insider trading history can be found in Insider Trading Tracker table.

John Hancock Tax-Advantaged Global Shareholder Yield Fund Insider Transactions

No Available Data

What does John Hancock Hedged Equity & Income Fund do?

Who are the key executives at John Hancock Hedged Equity & Income Fund?

Peter S Burgess is the other: Trustee of the Fund of John Hancock Hedged Equity & Income Fund. Other key executives at John Hancock Hedged Equity & Income Fund include Director of the Adviser Andy Mcfetridge , President & CEO of the Adviser Kristie Feinberg , and Officer of Investment Adviser Lucinda M. Marrs .

John Hancock Hedged Equity & Income Fund (HEQ) Insider Trades Summary

Over the past 18 months, Peter S Burgess made no insider transaction in John Hancock Hedged Equity & Income Fund (HEQ). Other recent insider transactions involving John Hancock Hedged Equity & Income Fund (HEQ) include a net purchase of 1,381 shares made by Dean Garfield , and a net purchase of 1,153 shares made by Noni L Ellison .

In summary, during the past 3 months, insiders sold 0 shares of John Hancock Hedged Equity & Income Fund (HEQ) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of John Hancock Hedged Equity & Income Fund (HEQ) were sold and 2,534 shares were bought by its insiders, resulting in a net purchase of 2,534 shares.

John Hancock Hedged Equity & Income Fund (HEQ)'s detailed insider trading history can be found in Insider Trading Tracker table.

John Hancock Hedged Equity & Income Fund Insider Transactions

No Available Data

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.

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