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Insider
Information: |
Atteberry Thomas H |
Relationship: |
VP & Portfolio Manager |
City: |
Los Angeles |
State: |
CA |
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Insider
Summary: |
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Companies Owned : |
1 |
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Direct
Shares |
9,044 |
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Indirect Shares
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0 |
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Direct
Value |
$395,946 |
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Indirect Value
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$0 |
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Total
Shares |
9,044 |
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Total
Value |
$395,946 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
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Sells
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Total
Filings :
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4
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0
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Stock
price went up :
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4
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0
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Stock
price went down : |
0
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0
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Gain/Loss Ratio : |
4.0
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0.0
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Percentage
Gain/Loss : |
21.9%
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0.0%
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Holdings
:
Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold |
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Source Capital Inc /de/ |
SOR |
VP & Portfolio Manager |
2020-10-02 |
9,044 |
2010-03-30 |
0 |
Premium* |
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Records found :
10 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 1 of 1
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Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
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3m +/- |
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Form |
SOR |
Source Capital Inc /de/ |
VP & Portfolio ManagerOfficer |
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2015-12-01 |
3/A |
IO |
$0.00 |
$0 |
D/D |
0 |
1,000 |
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- |
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SOR |
Source Capital Inc /de/ |
VP & Portfolio Manager |
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2020-09-25 |
4 |
B |
$36.04 |
$3,604 |
D/D |
100 |
4,600 |
2.66 |
% |
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SOR |
Source Capital Inc /de/ |
VP & Portfolio Manager |
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2020-09-29 |
4 |
B |
$36.50 |
$65,700 |
D/D |
1,800 |
6,400 |
2.74 |
% |
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SOR |
Source Capital Inc /de/ |
VP & Portfolio Manager |
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2020-10-02 |
4 |
B |
$36.92 |
$33,929 |
D/D |
919 |
9,044 |
2.74 |
% |
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SOR |
Source Capital Inc /de/ |
VP & Portfolio Manager |
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2020-10-01 |
4 |
B |
$37.01 |
$63,842 |
D/D |
1,725 |
8,125 |
2.74 |
% |
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SOR |
Source Capital Inc /de/ |
Vice President |
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2017-09-26 |
4 |
B |
$40.08 |
$40,082 |
D/D |
1,000 |
2,000 |
2.74 |
- |
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SOR |
Source Capital Inc /de/ |
Vice President |
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2017-10-02 |
4 |
B |
$40.35 |
$60,527 |
D/D |
1,500 |
3,500 |
2.74 |
- |
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SOR |
Source Capital Inc /de/ |
Vice President |
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2017-10-03 |
4 |
B |
$40.41 |
$40,410 |
D/D |
1,000 |
4,500 |
2.74 |
- |
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SOR |
Source Capital Inc /de/ |
partner of inv cos inv adv |
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2010-03-30 |
4 |
B |
$46.16 |
$23,080 |
D/D |
500 |
500 |
2.44 |
- |
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SOR |
Source Capital Inc /de/ |
Partner of inv cos inv adv |
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2013-10-23 |
4 |
B |
$64.07 |
$32,035 |
D/D |
500 |
1,000 |
2.44 |
- |
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10 Records found
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1
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Page 1 of 1 |
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
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B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
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S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
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OE |
- Options Exercised |
A |
- Aquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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