Frances G Rathke - Net Worth and Insider Trading
Frances G Rathke Net Worth
The estimated net worth of Frances G Rathke is at least $232,733 dollars as of 2024-11-08. Frances G Rathke is the CFO of Keurig Green Mountain Inc and owns about 1,477 shares of Keurig Green Mountain Inc (GMCR) stock worth over $135,397. Frances G Rathke is the Trustee of the Fund of John Hancock Financial Opportunities Fund and owns about 367 shares of John Hancock Financial Opportunities Fund (BTO) stock worth over $13,473. Frances G Rathke is also the Trustee of the Fund of John Hancock Tax-advantaged Div Inc Fd and owns about 475 shares of John Hancock Tax-advantaged Div Inc Fd (HTD) stock worth over $10,887. Besides these, Frances G Rathke also holds John Hancock Hedged Equity & Income Fund (HEQ) , John Hancock Preferred Income Fund II (HPF) , John Hancock Preferred Income Fund III (HPS) , John Hancock Preferred Income Fund (HPI) , John Hancock Premium Div Fund (PDT) , John Hancock Tax-Advantaged Global Shareholder Yield Fund (HTY) , John Hancock Investors Trust (JHI) , John Hancock Income Securities Trust (JHS) . Details can be seen in Frances G Rathke'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 Frances G Rathke has not made any transactions after 2020-11-17 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Frances G Rathke
Frances G Rathke Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Frances G Rathke owns 12 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 Frances G Rathke’s form 4 insider trades.
Insider Ownership Summary of Frances G Rathke
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
JHI | John Hancock Investors Trust | 2020-11-17 | other: Trustee of the Fund |
JHS | John Hancock Income Securities Trust | 2020-11-17 | other: Trustee of the Fund |
PDT | John Hancock Premium Div Fund | 2020-11-17 | other: Trustee of the Fund |
2020-11-17 | other: Trustee of the Fund | ||
2020-11-17 | other: Trustee of the Fund | ||
2020-11-17 | other: Trustee of the Fund | ||
2020-11-17 | other: Trustee of the Fund | ||
2020-11-17 | other: Trustee of the Fund | ||
2020-11-17 | other: Trustee of the Fund | ||
2020-11-17 | other: Trustee of the Fund | ||
2016-08-04 | director | ||
2015-03-22 | Chief Financial Officer |
Frances G Rathke Latest Holdings Summary
Frances G Rathke currently owns a total of 11 stocks. Among these stocks, Frances G Rathke owns 1,477 shares of Keurig Green Mountain Inc (GMCR) as of March 7, 2013, with a value of $135,397 and a weighting of 58.18%. Frances G Rathke owns 367 shares of John Hancock Financial Opportunities Fund (BTO) as of November 17, 2020, with a value of $13,473 and a weighting of 5.79%. Frances G Rathke also owns 475 shares of John Hancock Tax-advantaged Div Inc Fd (HTD) as of November 17, 2020, with a value of $10,887 and a weighting of 4.68%. The other 8 stocks John Hancock Hedged Equity & Income Fund (HEQ) , John Hancock Preferred Income Fund II (HPF) , John Hancock Preferred Income Fund III (HPS) , John Hancock Preferred Income Fund (HPI) , John Hancock Premium Div Fund (PDT) , John Hancock Tax-Advantaged Global Shareholder Yield Fund (HTY) , John Hancock Investors Trust (JHI) , John Hancock Income Securities Trust (JHS) have a combined weighting of 31.36% among all his current holdings.
Latest Holdings of Frances G Rathke
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
GMCR | Keurig Green Mountain Inc | 2013-03-07 | 1,477 | 91.67 | 135,397 |
BTO | John Hancock Financial Opportunities Fund | 2020-11-17 | 367 | 36.71 | 13,473 |
HTD | John Hancock Tax-advantaged Div Inc Fd | 2020-11-17 | 475 | 22.92 | 10,887 |
HEQ | John Hancock Hedged Equity & Income Fund | 2020-11-17 | 910 | 10.79 | 9,819 |
HPF | John Hancock Preferred Income Fund II | 2020-11-17 | 544 | 17.78 | 9,672 |
HPS | John Hancock Preferred Income Fund III | 2020-11-17 | 596 | 16.10 | 9,596 |
HPI | John Hancock Preferred Income Fund | 2020-11-17 | 525 | 17.98 | 9,440 |
PDT | John Hancock Premium Div Fund | 2020-11-17 | 715 | 13.03 | 9,316 |
HTY | John Hancock Tax-Advantaged Global Shareholder Yield Fund | 2020-11-17 | 1,852 | 4.99 | 9,241 |
JHI | John Hancock Investors Trust | 2020-11-17 | 607 | 14.16 | 8,595 |
JHS | John Hancock Income Securities Trust | 2020-11-17 | 634 | 11.51 | 7,297 |
Holding Weightings of Frances G Rathke
Frances G Rathke Form 4 Trading Tracker
According to the SEC Form 4 filings, Frances G Rathke has made a total of 0 transactions in Keurig Green Mountain Inc (GMCR) over the past 5 years. The most-recent trade in Keurig Green Mountain Inc is the sale of 20,000 shares on March 7, 2013, which brought Frances G Rathke around $1,000,000.
According to the SEC Form 4 filings, Frances G Rathke 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 367 shares on November 17, 2020, which cost Frances G Rathke around $10,008.
According to the SEC Form 4 filings, Frances G Rathke has made a total of 1 transactions in John Hancock Tax-advantaged Div Inc Fd (HTD) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in John Hancock Tax-advantaged Div Inc Fd is the acquisition of 475 shares on November 17, 2020, which cost Frances G Rathke around $9,989.
More details on Frances G Rathke's insider transactions can be found in the Insider Trading History of Frances G Rathke table.Insider Trading History of Frances G Rathke
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Frances G Rathke Trading Performance
GuruFocus tracks the stock performance after each of Frances G Rathke's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Frances G Rathke is 6.03%. GuruFocus also compares Frances G Rathke's trading performance to market benchmark return within the same time period. The performance of stocks bought by Frances G Rathke within 3 months outperforms 3 times out of 10 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Frances G Rathke's insider trading performs compared to the benchmark.
Performance of Frances G Rathke
Frances G Rathke Ownership Network
Ownership Network List of Frances G Rathke
Ownership Network Relation of Frances G Rathke
Frances G Rathke Owned Company Details
What does John Hancock Investors Trust do?
Who are the key executives at John Hancock Investors Trust?
Frances G Rathke 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, Frances G Rathke 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
Frances G Rathke Mailing Address
Above is the net worth, insider trading, and ownership report for Frances G Rathke. You might contact Frances G Rathke via mailing address: C/o Green Mountain Coffee Roasters, Inc., 33 Coffee Lane, Waterbury Vt 05676.