Peter S Burgess - Net Worth and Insider Trading

Peter S Burgess Net Worth

The estimated net worth of Peter S Burgess is at least $2 Million dollars as of 2024-03-19. 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 $1 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 $16,933. Besides these, Peter S Burgess also holds John Hancock Tax-advantaged Div Inc Fd (HTD) , John Hancock Preferred Income Fund III (HPS) , John Hancock Premium Div Fund (PDT) , John Hancock Preferred Income Fund (HPI) , 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 assumption that Peter S Burgess has not made any transactions after 2019-12-02 and currently still holds the listed stock(s).

Transaction Summary of Peter S Burgess

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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 () , Symetra Financial Corp () , and John Hancock Preferred Income Fund () 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
Lincoln Educational Services Corp 2019-12-02 director
Symetra Financial Corp 2016-02-01 director
John Hancock Preferred Income Fund 2013-11-22 other: Trustee of the Fund
John Hancock Preferred Income Fund II 2013-11-22 other: Trustee of the Fund
John Hancock Income Securities Trust 2013-11-15 other: Trustee of the Fund
John Hancock Preferred Income Fund III 2013-11-15 other: Trustee of the Fund
John Hancock Financial Opportunities Fund 2013-02-06 other: Trustee of the Fund
John Hancock Investors Trust 2012-12-24 other: Trustee of the Fund
John Hancock Premium Div Fund 2012-12-24 other: Trustee of the Fund
John Hancock Tax-advantaged Div Inc Fd 2012-12-24 other: Trustee of the Fund
John Hancock Tax-Advantaged Global Shareholder Yield Fund 2012-12-24 other: Trustee of the Fund
John Hancock Hedged Equity & Income 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 $1 Million and a weighting of 80.71%. 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 13.27%. Peter S Burgess also owns 623 shares of John Hancock Financial Opportunities Fund (BTO) as of February 6, 2013, with a value of $16,933 and a weighting of 1%. The other 9 stocks John Hancock Tax-advantaged Div Inc Fd (HTD) , John Hancock Preferred Income Fund III (HPS) , John Hancock Premium Div Fund (PDT) , John Hancock Preferred Income Fund (HPI) , 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 5.02% 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 9.33 1,362,964
SYA Symetra Financial Corp 2013-11-19 7,000 32.02 224,140
BTO John Hancock Financial Opportunities Fund 2013-02-06 623 27.18 16,933
HTD John Hancock Tax-advantaged Div Inc Fd 2012-12-24 666 19.02 12,667
HPS John Hancock Preferred Income Fund III 2013-11-15 739 14.98 11,070
PDT John Hancock Premium Div Fund 2012-12-24 899 11.73 10,545
HPI John Hancock Preferred Income Fund 2013-11-22 650 16.22 10,543
HPF John Hancock Preferred Income Fund II 2013-11-22 650 16.20 10,530
JHS John Hancock Income Securities Trust 2013-11-15 826 10.93 9,028
HEQ John Hancock Hedged Equity & Income Fund 2012-12-24 785 10.06 7,897
JHI John Hancock Investors Trust 2012-12-24 557 13.06 7,274
HTY John Hancock Tax-Advantaged Global Shareholder Yield Fund 2012-12-24 1,010 5.09 5,141

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
  • 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.

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 Relative Return

31.13%

Average relative return per transaction

Outperforming Transactions

73%

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
Relative Return(%) 5.56 6.81 18.6 31.13 19.76 12.81
Relative Return to S&P 500(%) 3.04 1.73 9.22 12.95 4.57 2.2

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 () Insider Trades Summary

Over the past 18 months, Peter S Burgess made no insider transaction in Lincoln Educational Services Corp (). Other recent insider transactions involving Lincoln Educational Services Corp () include a net sale of 173,792 shares made by J Barry Morrow , a net sale of 820,106 shares made by Juniper Investment Company, Llc , and a net sale of 75,437 shares made by Burke James J Jr .

In summary, during the past 3 months, insiders sold 762,643 shares of Lincoln Educational Services Corp () in total and bought 0 shares, with a net sale of 762,643 shares. During the past 18 months, 1,317,971 shares of Lincoln Educational Services Corp () were sold and 0 shares were bought by its insiders, resulting in a net sale of 1,317,971 shares.

Lincoln Educational Services Corp ()'s detailed insider trading history can be found in Insider Trading Tracker table.

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Lincoln Educational Services Corp 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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