Cunningham William H Dr - Net Worth and Insider Trading
Cunningham William H Dr Net Worth
The estimated net worth of Cunningham William H Dr is at least $2 Million dollars as of 2024-04-24. Cunningham William H Dr is the Director of Southwest Airlines Co and owns about 70,469 shares of Southwest Airlines Co (LUV) stock worth over $2 Million. Cunningham William H Dr is the Director of Lincoln National Corp and owns about 8,738 shares of Lincoln National Corp (LNC) stock worth over $250,344. Cunningham William H Dr is also the Trustee of the Fund of John Hancock Financial Opportunities Fund and owns about 607 shares of John Hancock Financial Opportunities Fund (BTO) stock worth over $17,026. Besides these, Cunningham William H Dr 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 II (HPF) , John Hancock Preferred Income Fund (HPI) , 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 Cunningham William H Dr's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Cunningham William H Dr has not made any transactions after 2018-02-12 and currently still holds the listed stock(s).
Transaction Summary of Cunningham William H Dr
Cunningham William H Dr Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Cunningham William H Dr owns 12 companies in total, including Lincoln National Corp (LNC) , Southwest Airlines Co (LUV) , and John Hancock Investors Trust (JHI) among others .
Click here to see the complete history of Cunningham William H Dr’s form 4 insider trades.
Insider Ownership Summary of Cunningham William H Dr
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
LNC | Lincoln National Corp | 2017-03-09 | director |
LUV | Southwest Airlines Co | 2018-02-12 | director |
JHI | John Hancock Investors Trust | 2013-11-18 | Trustee & the Funds |
JHS | John Hancock Income Securities Trust | 2013-11-18 | Trustee & the Funds |
PDT | John Hancock Premium Div Fund | 2013-11-18 | other: Trustee of the Fund |
HPI | John Hancock Preferred Income Fund | 2013-11-18 | other: Trustee of the Fund |
HPF | John Hancock Preferred Income Fund II | 2013-11-18 | other: Trustee of the Fund |
HPS | John Hancock Preferred Income Fund III | 2013-11-18 | director |
HTD | John Hancock Tax-advantaged Div Inc Fd | 2013-11-18 | director |
HTY | John Hancock Tax-Advantaged Global Shareholder Yield Fund | 2013-11-18 | other: Trustee & the Fund |
BTO | John Hancock Financial Opportunities Fund | 2012-11-30 | other: Trustee of the Fund |
HEQ | John Hancock Hedged Equity & Income Fund | 2012-10-24 | other: Trustee of the Fund |
Cunningham William H Dr Latest Holdings Summary
Cunningham William H Dr currently owns a total of 12 stocks. Among these stocks, Cunningham William H Dr owns 70,469 shares of Southwest Airlines Co (LUV) as of February 12, 2018, with a value of $2 Million and a weighting of 85.55%. Cunningham William H Dr owns 8,738 shares of Lincoln National Corp (LNC) as of March 9, 2017, with a value of $250,344 and a weighting of 10.37%. Cunningham William H Dr also owns 607 shares of John Hancock Financial Opportunities Fund (BTO) as of November 30, 2012, with a value of $17,026 and a weighting of 0.71%. The other 9 stocks John Hancock Tax-advantaged Div Inc Fd (HTD) , John Hancock Preferred Income Fund III (HPS) , John Hancock Premium Div Fund (PDT) , John Hancock Preferred Income Fund II (HPF) , John Hancock Preferred Income Fund (HPI) , John Hancock Income Securities Trust (JHS) , John Hancock Investors Trust (JHI) , John Hancock Hedged Equity & Income Fund (HEQ) , John Hancock Tax-Advantaged Global Shareholder Yield Fund (HTY) have a combined weighting of 3.37% among all his current holdings.
Latest Holdings of Cunningham William H Dr
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
LUV | Southwest Airlines Co | 2018-02-12 | 70,469 | 29.30 | 2,064,742 |
LNC | Lincoln National Corp | 2017-03-09 | 8,738 | 28.65 | 250,344 |
BTO | John Hancock Financial Opportunities Fund | 2012-11-30 | 607 | 28.05 | 17,026 |
HTD | John Hancock Tax-advantaged Div Inc Fd | 2013-11-18 | 642 | 19.57 | 12,564 |
HPS | John Hancock Preferred Income Fund III | 2013-11-18 | 704 | 15.15 | 10,666 |
PDT | John Hancock Premium Div Fund | 2013-11-18 | 923 | 11.22 | 10,356 |
HPF | John Hancock Preferred Income Fund II | 2013-11-18 | 613 | 16.88 | 10,347 |
HPI | John Hancock Preferred Income Fund | 2013-11-18 | 612 | 16.34 | 10,000 |
JHS | John Hancock Income Securities Trust | 2013-11-18 | 799 | 10.99 | 8,781 |
JHI | John Hancock Investors Trust | 2013-11-18 | 598 | 13.10 | 7,834 |
HEQ | John Hancock Hedged Equity & Income Fund | 2012-10-24 | 636 | 9.94 | 6,319 |
HTY | John Hancock Tax-Advantaged Global Shareholder Yield Fund | 2013-11-18 | 896 | 4.99 | 4,471 |
Holding Weightings of Cunningham William H Dr
Cunningham William H Dr Form 4 Trading Tracker
According to the SEC Form 4 filings, Cunningham William H Dr has made a total of 0 transactions in Southwest Airlines Co (LUV) over the past 5 years. The most-recent trade in Southwest Airlines Co is the acquisition of 3,500 shares on February 12, 2018, which cost Cunningham William H Dr around $196,875.
According to the SEC Form 4 filings, Cunningham William H Dr has made a total of 0 transactions in Lincoln National Corp (LNC) over the past 5 years. The most-recent trade in Lincoln National Corp is the sale of 16,599 shares on March 9, 2017, which brought Cunningham William H Dr around $1 Million.
According to the SEC Form 4 filings, Cunningham William H Dr 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 287 shares on November 30, 2012, which cost Cunningham William H Dr around $4,994.
More details on Cunningham William H Dr's insider transactions can be found in the Insider Trading History of Cunningham William H Dr table.Insider Trading History of Cunningham William H Dr
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Cunningham William H Dr Trading Performance
GuruFocus tracks the stock performance after each of Cunningham William H Dr's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Cunningham William H Dr is 7.51%. GuruFocus also compares Cunningham William H Dr's trading performance to market benchmark return within the same time period. The performance of stocks bought by Cunningham William H Dr within 3 months outperforms 11 times out of 17 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Cunningham William H Dr's insider trading performs compared to the benchmark.
Performance of Cunningham William H Dr
Average Return
22.32%
Outperforming Transactions
88%
1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
---|---|---|---|---|---|---|
Return(%) | 1.45 | 7.51 | 11.44 | 22.32 | 16.94 | 11.31 |
Relative Return to S&P 500(%) | -0.83 | 3.32 | 7.31 | 6.29 | 3.02 | -1.49 |
Cunningham William H Dr Ownership Network
Ownership Network List of Cunningham William H Dr
Ownership Network Relation of Cunningham William H Dr
Cunningham William H Dr Owned Company Details
What does Lincoln National Corp do?
Who are the key executives at Lincoln National Corp?
Cunningham William H Dr is the director of Lincoln National Corp. Other key executives at Lincoln National Corp include EVP & Chief Risk Officer Andrew Rallis , EVP & Ch Ppl Culture Comms Off Sean Woodroffe , and EVP & President LFD John Christopher Kennedy .
Lincoln National Corp (LNC) Insider Trades Summary
Over the past 18 months, Cunningham William H Dr made no insider transaction in Lincoln National Corp (LNC). Other recent insider transactions involving Lincoln National Corp (LNC) include a net purchase of 10,000 shares made by Owen Ryan , a net purchase of 3,000 shares made by Deirdre P Connelly , and a net sale of 1,500 shares made by John Christopher Kennedy .
In summary, during the past 3 months, insiders sold 0 shares of Lincoln National Corp (LNC) in total and bought 10,000 shares, with a net purchase of 10,000 shares. During the past 18 months, 1,500 shares of Lincoln National Corp (LNC) were sold and 13,000 shares were bought by its insiders, resulting in a net purchase of 11,500 shares.
Lincoln National Corp (LNC)'s detailed insider trading history can be found in Insider Trading Tracker table.
Lincoln National Corp Insider Transactions
Cunningham William H Dr Mailing Address
Above is the net worth, insider trading, and ownership report for Cunningham William H Dr. You might contact Cunningham William H Dr via mailing address: Univ. Of Texas At Austin, 21st & Guadal, Harry Ransom Center, Room 3.358, Austin Tx 78712.