| |
| |
|
| 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 |
$214,888 |
|
|
|
Indirect Value
|
$362,239,933 |
|
|
| Total
Shares |
2,970,884 |
|
|
| Total
Value |
$362,454,821 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
5
|
0
|
|
Stock
price went up :
|
5
|
0
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
5.0
|
0.0
|
| Percentage
Gain/Loss : |
 20.3%
|
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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
9 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
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 |
• – – |
2023-06-01 |
4 |
B |
$37.82 |
$15,128 |
D/D |
400 |
5,187 |
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 |
• – – |
2020-09-29 |
4 |
B |
$36.50 |
$31,938 |
D/D |
875 |
5,662 |
2.74 |
% |
|
| SOR |
Source Capital Inc /de/ |
VP & Portfolio Manager |
• – – |
2020-09-28 |
4 |
B |
$36.50 |
$21,426 |
D/D |
587 |
4,787 |
2.74 |
% |
|
| 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 |
% |
|
| DHCBW |
Ditech Holding Corporatio... |
10% Owner |
– – • |
2018-12-06 |
4 |
S |
$0.10 |
$927 |
I/I |
(9,273) |
0 |
0 |
- |
|
| ESL |
Esterline Technologies Co... |
10% Owner |
– – • |
2017-02-13 |
4 |
S |
$89.87 |
$2,373,131 |
I/I |
(26,406) |
93,425 |
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 |
– – • |
2017-02-09 |
4 |
S |
$88.67 |
$3,617,703 |
I/I |
(40,800) |
112,909 |
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 |
| |
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