Mark L. Lipson - Net Worth and Insider Trading

Mark L. Lipson Net Worth

The estimated net worth of Mark L. Lipson is at least $287,275 dollars as of 2024-03-28. Mark L. Lipson is the Director of Source Capital Inc and owns about 6,761 shares of Source Capital Inc (SOR) stock worth over $287,275. Details can be seen in Mark L. Lipson's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Mark L. Lipson has not made any transactions after 2023-06-01 and currently still holds the listed stock(s).

Transaction Summary of Mark L. Lipson

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Mark L. Lipson Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Mark L. Lipson owns 1 companies in total, including Source Capital Inc () .

Click here to see the complete history of Mark L. Lipson’s form 4 insider trades.

Insider Ownership Summary of Mark L. Lipson

Ticker Comapny Transaction Date Type of Owner
Source Capital Inc 2023-06-01 director

Mark L. Lipson Latest Holdings Summary

Mark L. Lipson currently owns a total of 1 stock. Mark L. Lipson owns 6,761 shares of Source Capital Inc (SOR) as of June 1, 2023, with a value of $287,275.

Latest Holdings of Mark L. Lipson

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
SOR Source Capital Inc 2023-06-01 6,761 42.49 287,275

Holding Weightings of Mark L. Lipson


Mark L. Lipson Form 4 Trading Tracker

According to the SEC Form 4 filings, Mark L. Lipson has made a total of 4 transactions in Source Capital Inc (SOR) over the past 5 years, including 4 buys and 0 sells. The most-recent trade in Source Capital Inc is the acquisition of 1,315 shares on June 1, 2023, which cost Mark L. Lipson around $49,839.

Insider Trading History of Mark L. Lipson

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Mark L. Lipson Trading Performance

GuruFocus tracks the stock performance after each of Mark L. Lipson's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Mark L. Lipson is 3.18%. GuruFocus also compares Mark L. Lipson's trading performance to market benchmark return within the same time period. The performance of stocks bought by Mark L. Lipson within 3 months outperforms 1 times out of 6 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Mark L. Lipson's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Mark L. Lipson

Average Relative Return

6.75%

Average relative return per transaction

Outperforming Transactions

80%

4 out of 5 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Relative Return(%) 0.39 3.18 6.39 6.75 -3.23 0.29
Relative Return to S&P 500(%) -2.04 -2.34 -3.03 -10.76 -10.44 -10.14

Mark L. Lipson Ownership Network

Ownership Network List of Mark L. Lipson

No Data

Ownership Network Relation of Mark L. Lipson


Mark L. Lipson Owned Company Details

What does Source Capital Inc do?

Who are the key executives at Source Capital Inc?

Mark L. Lipson 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 () Insider Trades Summary

Over the past 18 months, Mark L. Lipson made 2 insider transaction in Source Capital Inc () with a net purchase of 2,715. Other recent insider transactions involving Source Capital Inc () include a net sale of 1,277 shares made by Sandra Brown , a net purchase of 500 shares made by Ryan A. Leggio , and a net purchase of 400 shares made by Brian A. Selmo .

In summary, during the past 3 months, insiders sold 1,650 shares of Source Capital Inc () 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 () were sold and 3,988 shares were bought by its insiders, resulting in a net purchase of 2,338 shares.

Source Capital Inc ()'s detailed insider trading history can be found in Insider Trading Tracker table.

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Source Capital Inc Insider Transactions

No Available Data

Mark L. Lipson Mailing Address

Above is the net worth, insider trading, and ownership report for Mark L. Lipson. You might contact Mark L. Lipson via mailing address: 100 Wilshire Boulevard, Suite 1200, Santa Monica Ca 90401.

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