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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 |
|
| Direct
Shares |
9,044 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$374,676 |
|
|
|
Indirect Value
|
$0 |
|
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| Total
Shares |
9,044 |
|
|
| Total
Value |
$374,676 |
|
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
4
|
0
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|
Stock
price went up :
|
4
|
0
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
4.0
|
0.0
|
| Percentage
Gain/Loss : |
 21.9%
|
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 |
2020-10-02 |
9,044 |
2010-03-30 |
0 |
Premium* |
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Records found :
10 |
Free Registration Required For Full Results. Limit: 25
|
 |
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 |
• – – |
2020-10-02 |
4 |
B |
$36.92 |
$33,929 |
D/D |
919 |
9,044 |
2.74 |
% |
|
| SOR |
Source Capital Inc /de/ |
VP & Portfolio Manager |
• – – |
2020-10-01 |
4 |
B |
$37.01 |
$63,842 |
D/D |
1,725 |
8,125 |
2.74 |
% |
|
| SOR |
Source Capital Inc /de/ |
VP & Portfolio Manager |
• – – |
2020-09-29 |
4 |
B |
$36.50 |
$65,700 |
D/D |
1,800 |
6,400 |
2.74 |
% |
|
| SOR |
Source Capital Inc /de/ |
VP & Portfolio Manager |
• – – |
2020-09-25 |
4 |
B |
$36.04 |
$3,604 |
D/D |
100 |
4,600 |
2.66 |
% |
|
| SOR |
Source Capital Inc /de/ |
Vice President |
• – – |
2017-10-03 |
4 |
B |
$40.41 |
$40,410 |
D/D |
1,000 |
4,500 |
2.74 |
- |
|
| SOR |
Source Capital Inc /de/ |
Vice President |
• – – |
2017-10-02 |
4 |
B |
$40.35 |
$60,527 |
D/D |
1,500 |
3,500 |
2.74 |
- |
|
| SOR |
Source Capital Inc /de/ |
Vice President |
• – – |
2017-09-26 |
4 |
B |
$40.08 |
$40,082 |
D/D |
1,000 |
2,000 |
2.74 |
- |
|
| SOR |
Source Capital Inc /de/ |
VP & Portfolio ManagerOfficer |
• – – |
2015-12-01 |
3/A |
IO |
$0.00 |
$0 |
D/D |
0 |
1,000 |
|
- |
|
| SOR |
Source Capital Inc /de/ |
Partner of inv cos inv adv |
– – – |
2013-10-23 |
4 |
B |
$64.07 |
$32,035 |
D/D |
500 |
1,000 |
2.44 |
- |
|
| SOR |
Source Capital Inc /de/ |
partner of inv cos inv adv |
– – – |
2010-03-30 |
4 |
B |
$46.16 |
$23,080 |
D/D |
500 |
500 |
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 |
| |
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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