David Rees - Net Worth and Insider Trading
David Rees Net Worth
The estimated net worth of David Rees is at least $417,140 dollars as of 2024-04-27. David Rees is the Director of Source Capital Inc and owns about 10,069 shares of Source Capital Inc (SOR) stock worth over $417,140. Details can be seen in David Rees's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that David Rees has not made any transactions after 2013-10-21 and currently still holds the listed stock(s).
Transaction Summary of David Rees
David Rees Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, David Rees owns 1 companies in total, including Source Capital Inc (SOR) .
Click here to see the complete history of David Rees’s form 4 insider trades.
Insider Ownership Summary of David Rees
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| SOR | Source Capital Inc | 2013-10-21 | director |
David Rees Latest Holdings Summary
David Rees currently owns a total of 1 stock. David Rees owns 10,069 shares of Source Capital Inc (SOR) as of October 21, 2013, with a value of $417,140.
Latest Holdings of David Rees
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| SOR | Source Capital Inc | 2013-10-21 | 10,069 | 41.43 | 417,140 |
Holding Weightings of David Rees
David Rees Form 4 Trading Tracker
According to the SEC Form 4 filings, David Rees has made a total of 0 transactions in Source Capital Inc (SOR) over the past 5 years. The most-recent trade in Source Capital Inc is the acquisition of 600 shares on October 21, 2013, which cost David Rees around $38,256.
Insider Trading History of David Rees
- 1
David Rees Trading Performance
GuruFocus tracks the stock performance after each of David Rees's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by David Rees is 4.53%. GuruFocus also compares David Rees's trading performance to market benchmark return within the same time period. The performance of stocks bought by David Rees within 3 months outperforms 0 times out of 1 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how David Rees's insider trading performs compared to the benchmark.
Performance of David Rees
Average Return
2.93%
Outperforming Transactions
100%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 0.3 | 4.53 | 5.53 | 2.93 | 4.14 | -17.4 |
| Relative Return to S&P 500(%) | -2.63 | -1.15 | -1.76 | -8.34 | -3.43 | -24.46 |
David Rees Ownership Network
Ownership Network List of David Rees
Ownership Network Relation of David Rees
David Rees Owned Company Details
What does Source Capital Inc do?
Who are the key executives at Source Capital Inc?
David Rees is the director of Source Capital Inc. Other key executives at Source Capital Inc include Vice President Korey Bauer , Chief Compliance Officer Martin Dziura , and Secretary Diane J Drake .
Source Capital Inc (SOR) Insider Trades Summary
Over the past 18 months, David Rees made no insider transaction in Source Capital Inc (SOR). Other recent insider transactions involving Source Capital Inc (SOR) include a net sale of 1,277 shares made by Sandra Brown , a net purchase of 1,315 shares made by Mark L. Lipson , and a net purchase of 500 shares made by Ryan A. Leggio .
In summary, during the past 3 months, insiders sold 1,650 shares of Source Capital Inc (SOR) in total and bought 373 shares, with a net sale of 1,277 shares. During the past 18 months, 1,650 shares of Source Capital Inc (SOR) were sold and 2,588 shares were bought by its insiders, resulting in a net purchase of 938 shares.
Source Capital Inc (SOR)'s detailed insider trading history can be found in Insider Trading Tracker table.
Source Capital Inc Insider Transactions
David Rees Mailing Address
Above is the net worth, insider trading, and ownership report for David Rees. Currently GuruFocus does not have mailing address information for David Rees.
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