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
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
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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.
Performance of Peter S Burgess
Average Relative Return
31.13%
Outperforming Transactions
73%
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
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.
Lincoln Educational Services Corp Insider Transactions
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.