| |
| |
|
| Insider
Information: |
Lipson Mark L. |
| Relationship: |
Director |
| City: |
Santa Monica |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
6,761 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$280,095 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
6,761 |
|
|
| Total
Value |
$280,095 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
4
|
0
|
|
Stock
price went up :
|
3
|
0
|
| Stock
price went down : |
1
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
3.0
|
0.0
|
| Percentage
Gain/Loss : |
 7.3%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Source Capital Inc /de/ |
SOR |
Director |
2023-06-01 |
6,761 |
2016-12-05 |
0 |
Premium* |
|
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|
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|
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|
|
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|
Records found :
6 |
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/ |
Director |
– • – |
2023-06-01 |
4 |
B |
$37.90 |
$49,839 |
D/D |
1,315 |
6,761 |
2.39 |
% |
|
| SOR |
Source Capital Inc /de/ |
Director |
– • – |
2022-10-03 |
4 |
B |
$35.64 |
$49,892 |
D/D |
1,400 |
5,446 |
2.39 |
% |
|
| SOR |
Source Capital Inc /de/ |
Director |
– • – |
2022-07-01 |
4 |
B |
$37.80 |
$50,129 |
D/D |
1,325 |
4,046 |
2.39 |
% |
|
| SOR |
Source Capital Inc /de/ |
Director |
– • – |
2020-10-01 |
4 |
B |
$37.10 |
$51,977 |
D/D |
1,401 |
2,721 |
2.39 |
% |
|
| SOR |
Source Capital Inc /de/ |
Director |
– • – |
2017-10-18 |
4 |
B |
$40.94 |
$24,973 |
D/D |
610 |
1,320 |
2.39 |
- |
|
| SOR |
Source Capital Inc /de/ |
Director |
– • – |
2016-12-05 |
4 |
B |
$35.54 |
$25,236 |
D/D |
710 |
710 |
2.39 |
- |
|
6 Records found
|
1
|
Page 1 of 1 |
| |
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 |
| |
IO |
- Initital Ownership |
D |
- Disposed |
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