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Insider Information:   Selmo Brian A.
Relationship:   VP & Portfolio Manager
City:   Los Angeles
State:   CA
   
Insider Summary:
  
   
Companies Owned :   3    
Direct Shares   5,187    

Indirect Shares

  2,965,697      
Direct Value   $228,539    

Indirect Value

  $362,239,933      
Total Shares   2,970,884      
Total Value   $362,468,472      


Source Capital Inc /de/
 $228,539 Source Capital Inc /de/
 $228,539
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    1   
    0    

     Stock price went up :

    1   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   1.0   
   0.0   
     Percentage Gain/Loss :
   7.5%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Esterline Technologies Corp ESL 10% Owner 2017-02-09 0 2017-02-13 2,957,296    Premium*  
            Ditech Holding Corporation DHCBW 10% Owner 2018-12-06 0 2018-12-06 8,401    Premium*  
            Source Capital Inc /de/ SOR VP & Portfolio Manager 2023-06-01 5,187 2020-03-13 0    Premium*  
* Premium Members only  

Records found :    9         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 1
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
SOR Source Capital Inc /de/ VP & Portfolio Manager   •       –      –    2020-03-13 4 B $30.86 $129,608 D/D 4,200 4,200 2.74 -
SOR Source Capital Inc /de/ VP & Portfolio Manager   •       –      –    2020-09-28 4 B $36.50 $21,426 D/D 587 4,787 2.74 -
SOR Source Capital Inc /de/ VP & Portfolio Manager   •       –      –    2020-09-29 4 B $36.50 $31,938 D/D 875 5,662 2.74 -
SOR Source Capital Inc /de/ VP & Portfolio Manager   •       –      –    2020-10-01 4 B $36.90 $14,576 D/D 395 6,057 2.74 -
SOR Source Capital Inc /de/ VP & Portfolio Manager   •       –      –    2023-06-01 4 B $37.82 $15,128 D/D 400 5,187 2.74 %
ESL Esterline Technologies Co... 10% Owner   –       –       •   2017-02-09 4 S $88.67 $3,617,703 I/I (40,800) 112,909 0 -
ESL Esterline Technologies Co... 10% Owner   –       –       •   2017-02-10 4 S $88.74 $4,123,009 I/I (46,460) 101,619 0 -
ESL Esterline Technologies Co... 10% Owner   –       –       •   2017-02-13 4 S $89.87 $2,373,131 I/I (26,406) 93,425 0 -
DHCBW Ditech Holding Corporatio... 10% Owner   –       –       •   2018-12-06 4 S $0.10 $927 I/I (9,273) 0 0 -

  9  Records found
  1     
  Page 1 of 1  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed