Steven T Romick - Net Worth and Insider Trading
Steven T Romick Net Worth
The estimated net worth of Steven T Romick is at least $1 Million dollars as of 2024-04-28. Steven T Romick is the VP & Portfolio Manager of Source Capital Inc and owns about 29,076 shares of Source Capital Inc (SOR) stock worth over $1 Million. Details can be seen in Steven T Romick's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Steven T Romick has not made any transactions after 2020-09-24 and currently still holds the listed stock(s).
Transaction Summary of Steven T Romick
Steven T Romick Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Steven T Romick owns 4 companies in total, including Source Capital Inc (SOR) , Nexeo Solutions Inc (NXEO) , and Ditech Holding Corp (DHCPQ) among others .
Click here to see the complete history of Steven T Romick’s form 4 insider trades.
Insider Ownership Summary of Steven T Romick
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| SOR | Source Capital Inc | 2020-09-24 | VP & Portfolio Manager |
| NXEO | Nexeo Solutions Inc | 2019-02-28 | 10 percent owner |
| DHCPQ | Ditech Holding Corp | 2019-01-02 | 10 percent owner |
| ESL | Esterline Technologies Corp | 2018-11-06 | 10 percent owner |
Steven T Romick Latest Holdings Summary
Steven T Romick currently owns a total of 1 stock. Steven T Romick owns 29,076 shares of Source Capital Inc (SOR) as of September 24, 2020, with a value of $1 Million.
Latest Holdings of Steven T Romick
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| SOR | Source Capital Inc | 2020-09-24 | 29,076 | 41.43 | 1,204,563 |
Holding Weightings of Steven T Romick
Steven T Romick Form 4 Trading Tracker
According to the SEC Form 4 filings, Steven T Romick has made a total of 10 transactions in Source Capital Inc (SOR) over the past 5 years, including 10 buys and 0 sells. The most-recent trade in Source Capital Inc is the acquisition of 2,000 shares on September 24, 2020, which cost Steven T Romick around $72,480.
Insider Trading History of Steven T Romick
- 1
Steven T Romick Trading Performance
GuruFocus tracks the stock performance after each of Steven T Romick's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Steven T Romick is 11.5%. GuruFocus also compares Steven T Romick's trading performance to market benchmark return within the same time period. The performance of stocks bought by Steven T Romick within 3 months outperforms 0 times out of 10 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Steven T Romick's insider trading performs compared to the benchmark.
Performance of Steven T Romick
Average Return
27.04%
Outperforming Transactions
100%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 4.66 | 11.5 | 14.35 | 27.04 | 7.64 | 3.22 |
| Relative Return to S&P 500(%) | -2.77 | -3.86 | -3.6 | -10.83 | -10.12 | -8.15 |
Steven T Romick Ownership Network
Ownership Network List of Steven T Romick
Ownership Network Relation of Steven T Romick
Steven T Romick Owned Company Details
What does Source Capital Inc do?
Who are the key executives at Source Capital Inc?
Steven T Romick is the VP & Portfolio Manager 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, Steven T Romick 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
Steven T Romick Mailing Address
Above is the net worth, insider trading, and ownership report for Steven T Romick. You might contact Steven T Romick via mailing address: 11400 W Olympic Blvd, Ste 1200, Los Angeles Ca 90064.
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