Theron S Hoffman - Net Worth and Insider Trading

Theron S Hoffman Net Worth

The estimated net worth of Theron S Hoffman is at least $55,423 dollars as of 2024-09-21. Theron S Hoffman is the Trustee of the Fund of John Hancock Financial Opportunities Fund and owns about 655 shares of John Hancock Financial Opportunities Fund (BTO) stock worth over $21,523. Theron S Hoffman is the Trustee of the Fund of John Hancock Preferred Income Fund III and owns about 696 shares of John Hancock Preferred Income Fund III (HPS) stock worth over $11,655. Theron S Hoffman is also the Trustee of the Fund of John Hancock Preferred Income Fund and owns about 609 shares of John Hancock Preferred Income Fund (HPI) stock worth over $11,303. Besides these, Theron S Hoffman also holds John Hancock Preferred Income Fund II (HPF) . Details can be seen in Theron S Hoffman'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 Theron S Hoffman has not made any transactions after 2013-11-19 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

Transaction Summary of Theron S Hoffman

Theron S Hoffman Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Theron S Hoffman owns 10 companies in total, including John Hancock Financial Opportunities Fund (BTO) , John Hancock Preferred Income Fund (HPI) , and John Hancock Preferred Income Fund II (HPF) among others .

Click here to see the complete history of Theron S Hoffman’s form 4 insider trades.

Insider Ownership Summary of Theron S Hoffman

Ticker	Comapny	Transaction Date	Type of Owner
BTO	John Hancock Financial Opportunities Fund	2013-11-19	other: Trustee of the Fund
HPI	John Hancock Preferred Income Fund	2013-11-19	other: Trustee of the Fund
HPF	John Hancock Preferred Income Fund II	2013-11-19	other: Trustee of the Fund
		2013-11-19	other: Trustee of the Fund
		2012-12-01	other: Trustee of the Fund
		2012-12-01	other: Trustee of the Fund
		2012-12-01	other: Trustee of the Fund
		2012-12-01	other: Trustee of the Fund
		2012-12-01	other: Trustee of the Fund
		2012-12-01	other: Trustee of the Fund

Theron S Hoffman Latest Holdings Summary

Theron S Hoffman currently owns a total of 4 stocks. Among these stocks, Theron S Hoffman owns 655 shares of John Hancock Financial Opportunities Fund (BTO) as of November 19, 2013, with a value of $21,523 and a weighting of 38.83%. Theron S Hoffman owns 696 shares of John Hancock Preferred Income Fund III (HPS) as of November 19, 2013, with a value of $11,655 and a weighting of 21.03%. Theron S Hoffman also owns 609 shares of John Hancock Preferred Income Fund (HPI) as of November 19, 2013, with a value of $11,303 and a weighting of 20.39%. The other 1 stocks John Hancock Preferred Income Fund II (HPF) have a combined weighting of 19.74% among all his current holdings.

Latest Holdings of Theron S Hoffman

Ticker	Comapny	Latest Transaction Date	Shares Owned	Current Price ($)	Current Value ($)
BTO	John Hancock Financial Opportunities Fund	2013-11-19	655	32.86	21,523
HPS	John Hancock Preferred Income Fund III	2013-11-19	696	16.75	11,655
HPI	John Hancock Preferred Income Fund	2013-11-19	609	18.56	11,303
HPF	John Hancock Preferred Income Fund II	2013-11-19	612	17.88	10,943

Holding Weightings of Theron S Hoffman

Theron S Hoffman Form 4 Trading Tracker

According to the SEC Form 4 filings, Theron S Hoffman 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 sale of 81 shares on November 19, 2013, which brought Theron S Hoffman around $1,800.

According to the SEC Form 4 filings, Theron S Hoffman has made a total of 0 transactions in John Hancock Preferred Income Fund III (HPS) over the past 5 years. The most-recent trade in John Hancock Preferred Income Fund III is the acquisition of 26 shares on November 19, 2013, which cost Theron S Hoffman around $412.

According to the SEC Form 4 filings, Theron S Hoffman has made a total of 0 transactions in John Hancock Preferred Income Fund (HPI) over the past 5 years. The most-recent trade in John Hancock Preferred Income Fund is the acquisition of 33 shares on November 19, 2013, which cost Theron S Hoffman around $600.

More details on Theron S Hoffman's insider transactions can be found in the Insider Trading History of Theron S Hoffman table.

Insider Trading History of Theron S Hoffman

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.

Theron S Hoffman Trading Performance

GuruFocus tracks the stock performance after each of Theron S Hoffman's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Theron S Hoffman is 8.44%. GuruFocus also compares Theron S Hoffman's trading performance to market benchmark return within the same time period. The performance of stocks bought by Theron S Hoffman within 3 months outperforms 2 times out of 2 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Theron S Hoffman'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 Theron S Hoffman

Average Return

Average return per transaction

Outperforming Transactions

2 out of 2 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(%)	-0.64
Relative Return to S&P 500(%)	-1.86

Theron S Hoffman Ownership Network

Ownership Network List of Theron S Hoffman

No Data

Ownership Network Relation of Theron S Hoffman

Theron S Hoffman Owned Company Details

What does John Hancock Financial Opportunities Fund do?

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

Theron S Hoffman 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, Theron S Hoffman 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 Preferred Income Fund do?

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

Theron S Hoffman 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, Theron S Hoffman 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?

Theron S Hoffman 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, Theron S Hoffman 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 Preferred Income Fund III do?

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

Theron S Hoffman 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, Theron S Hoffman 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 Investors Trust do?

Who are the key executives at John Hancock Investors Trust?

Theron S Hoffman 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, Theron S Hoffman 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 Income Securities Trust do?

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

Theron S Hoffman 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, Theron S Hoffman 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 Premium Div Fund do?

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

Theron S Hoffman 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, Theron S Hoffman 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?

Theron S Hoffman 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, Theron S Hoffman 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?

Theron S Hoffman 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?

Theron S Hoffman 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, Theron S Hoffman 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

Theron S Hoffman Mailing Address

Above is the net worth, insider trading, and ownership report for Theron S Hoffman. You might contact Theron S Hoffman via mailing address: C/o Putnam Llc, One Post Office Sq, Boston Ma 02109.

Discussions on Theron S Hoffman

No discussions yet.

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Mobile App 中文

Education

Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.