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Insider Information:   Leggio Ryan A.
Relationship:   Vice President - Strat...
City:   Los Angeles
State:   CA
   
Insider Summary:
  
   
Companies Owned :   1    
Direct Shares   4,500    

Indirect Shares

  0      
Direct Value   $198,270    

Indirect Value

  $0      
Total Shares   4,500      
Total Value   $198,270      


Source Capital Inc /de/
 $198,270 Source Capital Inc /de/
 $198,270
 


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 :
   6.3%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Source Capital Inc /de/ SOR Vice President - Strat... 2023-04-03 4,500 2021-06-01 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/ Officer of inv cos inv adv   –       –      –    2019-10-07 4 B $36.11 $9,028 D/D 250 250 2.44 -
SOR Source Capital Inc /de/ Officer of inv cos inv adv   –       –      –    2020-03-19 4 B $26.44 $7,931 D/D 300 550 2.44 -
SOR Source Capital Inc /de/ Officer of inv cos inv adv   –       –      –    2020-09-18 4 B $36.91 $5,537 D/D 150 700 2.44 -
SOR Source Capital Inc /de/ Vice President - Strategy   •       –      –    2021-06-01 4 B $45.56 $19,545 D/D 429 1,129 2.74 -
SOR Source Capital Inc /de/ Vice President - Strategy   •       –      –    2021-06-01 4 B $45.60 $26,038 D/D 571 1,700 2.74 -
SOR Source Capital Inc /de/ Vice President - Strategy   •       –      –    2021-06-02 4 B $45.59 $45,590 D/D 1,000 2,700 2.74 -
SOR Source Capital Inc /de/ Vice President - Strategy   •       –      –    2022-02-01 4 B $42.69 $12,807 D/D 300 3,000 2.74 -
SOR Source Capital Inc /de/ Vice President - Strategy   •       –      –    2022-06-02 4 B $39.55 $39,550 D/D 1,000 4,000 2.74 -
SOR Source Capital Inc /de/ Vice President - Strategy   •       –      –    2023-04-03 4 B $37.81 $18,905 D/D 500 4,500 2.74 %

  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