The estimated Net Worth of Steven T Romick is at least $1.27 Million dollars as of 24 September 2020. Mr. Romick owns over 2,000 units of Source Capital stock worth over $1,272,366 and over the last 5 years he sold SOR stock worth over $0. In addition, he makes $0 as Vice President and Portfolio Manager at Source Capital.
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Mr. Romick SOR stock SEC Form 4 insiders trading
Steven has made over 7 trades of the Source Capital stock since 2019, according to the Form 4 filled with the SEC. Most recently he bought 2,000 units of SOR stock worth $72,480 on 24 September 2020.
The largest trade he's ever made was buying 6,535 units of Source Capital stock on 8 October 2019 worth over $234,737. On average, Steven trades about 2,650 units every 50 days since 2019. As of 24 September 2020 he still owns at least 29,076 units of Source Capital stock.
You can see the complete history of Mr. Romick stock trades at the bottom of the page.
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Steven Romick biography
Steven T. Romick serves as Vice President and Portfolio Manager of the Company. Mr. Romick is Director and President of FPA GP, Inc., the General Partner of the Adviser (since October 2018). Vice President (since 2015) and Portfolio Manager of FPA Crescent Fund, a series of FPA Funds Trust (since 1993) and of Source Capital, Inc. (since 2015). Formerly, Managing Partner of FPA (2010-2018). Formerly, President of the Trust (2002-2015).
How old is Steven Romick?
Steven Romick is 57, he's been the Vice President and Portfolio Manager of Source Capital since 2015. There are 8 older and 8 younger executives at Source Capital. The oldest executive at Source Capital, Inc. is A. Robert Pisano, 77, who is the Independent Director.
What's Steven Romick's mailing address?
Steven's mailing address filed with the SEC is 11601 WILSHIRE BLVD., SUITE 1200, , LOS ANGELES, CA, 90025.
Insiders trading at Source Capital
Over the last 5 years, insiders at Source Capital have traded over $66,422 worth of Source Capital stock and bought 46,526 units worth $1,686,581 . The most active insiders traders include Alfred E Jr Osborne, Steven T Romick und J Richard Atwood. On average, Source Capital executives and independent directors trade stock every 40 days with the average trade being worth of $54,044. The most recent stock trade was executed by Sandra Brown on 1 February 2024, trading 1,649 units of SOR stock currently worth $66,422.
What does Source Capital do?
fpa is a leading practitioner of value investing. providing a prudent place to invest, we focus on generating superior returns over the long-term coupled with capital preservation. we consider ourselves investors, not traders, and foster a culture that promotes high ethical standards. fpa is located in los angeles, california. the firm is independently owned with 29 investment professionals and 74 employees in total. currently, fpa manages $30 billion across four equity strategies and one fixed income strategy. fpa's equity and fixed income styles are linked by a common fundamental value orientation. our goal is to provide a consistent, risk-averse and disciplined approach to long-term investing in individual securities with the objective of achieving superior total returns for client portfolios.
What does Source Capital's logo look like?
Complete history of Mr. Romick stock trades at Source Capital
Source Capital executives and stock owners
Source Capital executives and other stock owners filed with the SEC include:
-
Mark Landecker CFA,
Portfolio Mang. -
James Richard Atwood CPA,
Managing Partner, Chief Admin. Officer, COO, CFO & Director -
Patrick Purcell,
Independent Director -
A. Robert Pisano,
Independent Director -
Alfred Osborne,
Independent Director -
Sandra Brown,
Independent Director -
Rebecca Gilding,
Secretary -
E. Lake Setzler,
Treasurer -
Brian Selmo,
Vice President and Portfolio Manager -
Steven Romick,
Vice President and Portfolio Manager -
Abhijeet Patwardhan,
Vice President and Portfolio Manager -
Mark Landecker,
Vice President and Portfolio Manager -
Thomas Atteberry,
Vice President and Portfolio Manager -
Karen Richards,
Chief Compliance Officer -
J. Richard Atwood,
President, Director -
Mark Lipson,
Independent Chairman of the Board -
Thomas Hunter Atteberry C.F.A., CFA,
Portfolio Mang. -
Brian A. Selmo C.F.A., CFA,
Portfolio Mang. -
Steven Todd Romick CFA,
Portfolio Mang. -
Ryan A. Leggio,
Vice President - Strategy