Frances G Rathke - Net Worth and Insider Trading

Frances G Rathke Net Worth

The estimated net worth of Frances G Rathke is at least $233,644 dollars as of 2024-11-10. 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 $13,616. 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 $11,011. 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.

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Transaction Summary of Frances G Rathke

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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
LIMIT LIMIT 2020-11-17 other: Trustee of the Fund
LIMIT LIMIT 2020-11-17 other: Trustee of the Fund
LIMIT LIMIT 2020-11-17 other: Trustee of the Fund
LIMIT LIMIT 2020-11-17 other: Trustee of the Fund
LIMIT LIMIT 2020-11-17 other: Trustee of the Fund
LIMIT LIMIT 2020-11-17 other: Trustee of the Fund
LIMIT LIMIT 2020-11-17 other: Trustee of the Fund
LIMIT LIMIT 2016-08-04 director
LIMIT LIMIT 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 57.95%. Frances G Rathke owns 367 shares of John Hancock Financial Opportunities Fund (BTO) as of November 17, 2020, with a value of $13,616 and a weighting of 5.83%. 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 $11,011 and a weighting of 4.71%. 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 31.51% 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 37.10 13,616
HTD John Hancock Tax-advantaged Div Inc Fd 2020-11-17 475 23.18 11,011
HEQ John Hancock Hedged Equity & Income Fund 2020-11-17 910 10.80 9,828
HPF John Hancock Preferred Income Fund II 2020-11-17 544 18.04 9,814
HPS John Hancock Preferred Income Fund III 2020-11-17 596 16.34 9,739
HPI John Hancock Preferred Income Fund 2020-11-17 525 18.29 9,602
PDT John Hancock Premium Div Fund 2020-11-17 715 13.19 9,431
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 14.26 8,656
JHS John Hancock Income Securities Trust 2020-11-17 634 11.53 7,310

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

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.

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.

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

Performance of Frances G Rathke

Average Return

LIMIT
Average return per transaction

Outperforming Transactions

LIMIT
9 out of 10 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(%) 3.56 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) 0.43 LIMIT LIMIT LIMIT LIMIT LIMIT

Frances G Rathke Ownership Network

Ownership Network List of Frances G Rathke

No Data

Ownership Network Relation of Frances G Rathke

Insider Network Chart

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.

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John Hancock Investors Trust Insider Transactions

No Available Data

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.