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

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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

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.

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.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Cunningham William H Dr

Average Return

22.32%

Average return per transaction

Outperforming Transactions

88%

15 out of 17 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(%) 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

No Data

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.

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Lincoln National Corp Insider Transactions

No Available Data

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.

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