Gregory A Russo - Net Worth and Insider Trading

Gregory A Russo Net Worth

The estimated net worth of Gregory A Russo is at least $145,334 dollars as of 2024-09-21. Gregory A Russo is the Trustee of the Fund of John Hancock Financial Opportunities Fund and owns about 894 shares of John Hancock Financial Opportunities Fund (BTO) stock worth over $29,377. Gregory A Russo is the Trustee of the Fund of John Hancock Tax-advantaged Div Inc Fd and owns about 893 shares of John Hancock Tax-advantaged Div Inc Fd (HTD) stock worth over $20,235. Gregory A Russo is also the Trustee of the Fund of John Hancock Premium Div Fund and owns about 1,174 shares of John Hancock Premium Div Fund (PDT) stock worth over $15,720. Besides these, Gregory A Russo also holds John Hancock Preferred Income Fund III (HPS) , John Hancock Preferred Income Fund (HPI) , John Hancock Preferred Income Fund II (HPF) , John Hancock Income Securities Trust (JHS) , John Hancock Investors Trust (JHI) , John Hancock Hedged Equity & Income Fund (HEQ) , John Hancock Tax-Advantaged Global Shareholder Yield Fund (HTY) . Details can be seen in Gregory A Russo'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 Gregory A Russo has not made any transactions after 2014-04-15 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 Gregory A Russo

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Gregory A Russo Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Gregory A Russo owns 10 companies in total, including John Hancock Investors Trust (JHI) , John Hancock Income Securities Trust (JHS) , and John Hancock Preferred Income Fund (HPI) among others .

Click here to see the complete history of Gregory A Russo’s form 4 insider trades.

Insider Ownership Summary of Gregory A Russo

Ticker Comapny Transaction Date Type of Owner
JHI John Hancock Investors Trust 2014-04-15 other: Trustee & the Fund
JHS John Hancock Income Securities Trust 2014-04-15 other: Trustee & the Fund
HPI John Hancock Preferred Income Fund 2014-04-15 other: Trustee & the Fund
LIMIT LIMIT 2014-04-15 other: Trustee & the Fund
LIMIT LIMIT 2014-04-15 other: Trustee & the Fund
LIMIT LIMIT 2013-01-16 other: Trustee & the Fund
LIMIT LIMIT 2013-01-16 other: Trustee & the Fund
LIMIT LIMIT 2013-01-16 other: Trustee & the Fund
LIMIT LIMIT 2013-01-16 other: Trustee & the Fund
LIMIT LIMIT 2013-01-16 other: Trustee of the Fund

Gregory A Russo Latest Holdings Summary

Gregory A Russo currently owns a total of 10 stocks. Among these stocks, Gregory A Russo owns 894 shares of John Hancock Financial Opportunities Fund (BTO) as of January 16, 2013, with a value of $29,377 and a weighting of 20.21%. Gregory A Russo owns 893 shares of John Hancock Tax-advantaged Div Inc Fd (HTD) as of January 16, 2013, with a value of $20,235 and a weighting of 13.92%. Gregory A Russo also owns 1,174 shares of John Hancock Premium Div Fund (PDT) as of January 16, 2013, with a value of $15,720 and a weighting of 10.82%. The other 7 stocks John Hancock Preferred Income Fund III (HPS) , John Hancock Preferred Income Fund (HPI) , John Hancock Preferred Income Fund II (HPF) , John Hancock Income Securities Trust (JHS) , John Hancock Investors Trust (JHI) , John Hancock Hedged Equity & Income Fund (HEQ) , John Hancock Tax-Advantaged Global Shareholder Yield Fund (HTY) have a combined weighting of 55.05% among all his current holdings.

Latest Holdings of Gregory A Russo

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
BTO John Hancock Financial Opportunities Fund 2013-01-16 894 32.86 29,377
HTD John Hancock Tax-advantaged Div Inc Fd 2013-01-16 893 22.66 20,235
PDT John Hancock Premium Div Fund 2013-01-16 1,174 13.39 15,720
HPS John Hancock Preferred Income Fund III 2014-04-15 893 16.75 14,953
HPI John Hancock Preferred Income Fund 2014-04-15 775 18.56 14,384
HPF John Hancock Preferred Income Fund II 2014-04-15 760 17.88 13,589
JHS John Hancock Income Securities Trust 2014-04-15 1,058 11.59 12,262
JHI John Hancock Investors Trust 2014-04-15 768 13.79 10,591
HEQ John Hancock Hedged Equity & Income Fund 2013-01-16 811 10.72 8,694
HTY John Hancock Tax-Advantaged Global Shareholder Yield Fund 2013-01-16 1,108 4.99 5,529

Holding Weightings of Gregory A Russo


Gregory A Russo Form 4 Trading Tracker

According to the SEC Form 4 filings, Gregory A Russo 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 265 shares on January 16, 2013, which cost Gregory A Russo around $5,014.

According to the SEC Form 4 filings, Gregory A Russo has made a total of 0 transactions in John Hancock Tax-advantaged Div Inc Fd (HTD) over the past 5 years. The most-recent trade in John Hancock Tax-advantaged Div Inc Fd is the acquisition of 271 shares on January 16, 2013, which cost Gregory A Russo around $5,011.

According to the SEC Form 4 filings, Gregory A Russo has made a total of 0 transactions in John Hancock Premium Div Fund (PDT) over the past 5 years. The most-recent trade in John Hancock Premium Div Fund is the acquisition of 364 shares on January 16, 2013, which cost Gregory A Russo around $5,027.

More details on Gregory A Russo's insider transactions can be found in the Insider Trading History of Gregory A Russo table.

Insider Trading History of Gregory A Russo

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.

Gregory A Russo Trading Performance

GuruFocus tracks the stock performance after each of Gregory A Russo's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Gregory A Russo is -1.83%. GuruFocus also compares Gregory A Russo's trading performance to market benchmark return within the same time period. The performance of stocks bought by Gregory A Russo within 3 months outperforms 2 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 Gregory A Russo'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 Gregory A Russo

Average Return

LIMIT
Average return per transaction

Outperforming Transactions

LIMIT
7 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(%) 0.07 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -2.21 LIMIT LIMIT LIMIT LIMIT LIMIT

Gregory A Russo Ownership Network

Ownership Network List of Gregory A Russo

No Data

Ownership Network Relation of Gregory A Russo

Insider Network Chart

Gregory A Russo Owned Company Details

What does John Hancock Investors Trust do?

Who are the key executives at John Hancock Investors Trust?

Gregory A Russo is the other: Trustee & 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, Gregory A Russo 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

Gregory A Russo Mailing Address

Above is the net worth, insider trading, and ownership report for Gregory A Russo. You might contact Gregory A Russo via mailing address: C/o John Hancock, 601 Congress Street, Boston Ma 02210.

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