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| Insider
Information: |
Romick Steven T |
| Relationship: |
VP & Portfolio Manager |
| City: |
Los Angeles |
| State: |
CA |
| |
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| Insider
Summary: |
|
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Companies Owned : |
1 |
|
| Direct
Shares |
29,076 |
|
|
Indirect Shares
|
0 |
|
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| Direct
Value |
$1,204,563 |
|
|
|
Indirect Value
|
$0 |
|
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| Total
Shares |
29,076 |
|
|
| Total
Value |
$1,204,563 |
|
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
8
|
0
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|
Stock
price went up :
|
8
|
0
|
| Stock
price went down : |
0
|
0
|
| |
|
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|
Gain/Loss Ratio : |
8.0
|
0.0
|
| Percentage
Gain/Loss : |
 28.9%
|
0.0%
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Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Source Capital Inc /de/ |
SOR |
VP & Portfolio Manager |
2020-09-24 |
29,076 |
2019-10-07 |
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 +/- |
|
|
Form |
| SOR |
Source Capital Inc /de/ |
VP & Portfolio Manager |
• – – |
2020-09-24 |
4 |
B |
$36.24 |
$72,480 |
D/D |
2,000 |
29,076 |
2.74 |
% |
|
| SOR |
Source Capital Inc /de/ |
VP & Portfolio Manager |
• – – |
2020-09-23 |
4 |
B |
$36.59 |
$8,233 |
D/D |
225 |
27,076 |
2.74 |
% |
|
| SOR |
Source Capital Inc /de/ |
VP & Portfolio Manager |
• – – |
2020-09-21 |
4 |
B |
$36.35 |
$46,964 |
D/D |
1,292 |
26,851 |
2.74 |
% |
|
| SOR |
Source Capital Inc /de/ |
VP & Portfolio Manager |
• – – |
2020-09-18 |
4 |
B |
$36.97 |
$73,940 |
D/D |
2,000 |
25,559 |
2.74 |
% |
|
| SOR |
Source Capital Inc /de/ |
VP & Portfolio Manager |
• – – |
2020-09-17 |
4 |
B |
$36.99 |
$29,925 |
D/D |
809 |
23,559 |
2.74 |
% |
|
| SOR |
Source Capital Inc /de/ |
VP & Portfolio Manager |
• – – |
2020-03-24 |
4 |
B |
$28.56 |
$49,977 |
D/D |
1,750 |
22,750 |
2.74 |
% |
|
| SOR |
Source Capital Inc /de/ |
VP & Portfolio Manager |
• – – |
2020-03-16 |
4 |
B |
$28.90 |
$164,308 |
D/D |
5,686 |
21,000 |
2.74 |
% |
|
| SOR |
Source Capital Inc /de/ |
VP & Portfolio Manager |
• – – |
2020-03-13 |
4 |
B |
$31.02 |
$220,697 |
D/D |
7,114 |
15,314 |
2.74 |
% |
|
| SOR |
Source Capital Inc /de/ |
VP & Portfolio Manager |
• – – |
2019-10-08 |
4 |
B |
$35.92 |
$234,721 |
D/D |
6,535 |
8,200 |
2.74 |
- |
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| SOR |
Source Capital Inc /de/ |
VP & Portfolio Manager |
• – – |
2019-10-07 |
4 |
B |
$35.98 |
$59,900 |
D/D |
1,665 |
1,665 |
2.74 |
- |
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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 |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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