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 2024-11-29. 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 final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Steven T Romick has not made any transactions after 2020-09-24 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
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 |
 | | 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 | 44.95 | 1,306,966 |
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 8 transactions in Source Capital Inc (SOR) over the past 5 years, including 8 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
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 4.66 | | | | | |
| Relative Return to S&P 500(%) | -2.77 | | | | | |
Steven T Romick Ownership Network
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 400 shares made by Brian A. Selmo .
In summary, during the past 3 months, insiders sold 0 shares of Source Capital Inc (SOR) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 1,650 shares of Source Capital Inc (SOR) were sold and 2,088 shares were bought by its insiders, resulting in a net purchase of 438 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.
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
