Steven T Romick insider trades: Source Capital (SOR) stock buys and sales
Trades on the price chart
Daily close, with an arrow on each day they bought or sold
Companies
Where Steven reports to the SEC
Open-market buys and sales
39 trades reported on SEC Form 4, newest first
| Date | Stock | Type | Shares | Price | Value | Holding | Reported |
|---|---|---|---|---|---|---|---|
| Sep 24, 2020 | SOR | ↑ Buy | 2,000 | $36.24 | $72K | Direct | Sep 28, 2020 (4d) |
| Sep 23, 2020 | SOR | ↑ Buy | 225 | $36.59 | $8K | Direct | Sep 24, 2020 (1d) |
| Sep 21, 2020 | SOR | ↑ Buy | 1,292 | $36.35 | $47K | Direct | Sep 23, 2020 (2d) |
| Sep 18, 2020 | SOR | ↑ Buy | 2,000 | $36.97 | $74K | Direct | Sep 22, 2020 (4d) |
| Sep 17, 2020 | SOR | ↑ Buy | 809 | $36.99 | $30K | Direct | Sep 21, 2020 (4d) |
| Mar 24, 2020 | SOR | ↑ Buy | 1,750 | $28.56 | $50K | Direct | Mar 26, 2020 (2d) |
| Mar 16, 2020 | SOR | ↑ Buy | 5,686 | $28.90 | $164K | Direct | Mar 18, 2020 (2d) |
| Mar 13, 2020 | SOR | ↑ Buy | 7,114 | $31.02 | $221K | Direct | Mar 17, 2020 (4d) |
| Oct 8, 2019 | SOR | ↑ Buy | 6,535 | $35.92 | $235K | Direct | Oct 11, 2019 (3d) |
| Oct 7, 2019 | SOR | ↑ Buy | 1,665 | $35.98 | $60K | Direct | Oct 9, 2019 (2d) |
| Jan 2, 2019 | DHCP | ↓ Sell | 8,401 | $0.12 | $1K | Indirect | Jan 3, 2019 (1d) |
| Dec 6, 2018 | DHCP | ↓ Sell | 9,273 | $0.10 | $927 | Indirect | Dec 7, 2018 (1d) |
| Nov 7, 2018 | ESL | ↓ Sell | 110,935 | $117.52 | $13.0M | Indirect | Nov 8, 2018 (1d) |
| Nov 2, 2018 | DHCP | ↓ Sell | 31,205 | $1.19 | $37K | Indirect | Nov 5, 2018 (3d) |
| Oct 31, 2018 | DHCP | ↓ Sell | 15,370 | $1.52 | $23K | Indirect | Nov 1, 2018 (1d) |
| Oct 26, 2018 | DHCP | ↓ Sell | 165,876 | $2.15 | $357K | Indirect | Oct 30, 2018 (4d) |
| Oct 25, 2018 | ESL | ↓ Sell | 109,444 | $117.44 | $12.9M | Indirect | Oct 25, 2018 (0d) |
| Oct 24, 2018 | DHCP | ↓ Sell | 28,436 | $2.51 | $71K | Indirect | Oct 26, 2018 (2d) |
| Oct 17, 2018 | DHCP | ↓ Sell | 284 | $3.25 | $923 | Indirect | Oct 19, 2018 (2d) |
| Oct 11, 2018 | DHCP | ↓ Sell | 3,340 | $3.76 | $13K | Indirect | Oct 15, 2018 (4d) |
| Jul 2, 2018 | ESL | ↓ Sell | 2,000 | $73.20 | $146K | Indirect | Jul 3, 2018 (1d) |
| Jan 2, 2018 | ESL | ↓ Sell | 6,000 | $75.63 | $454K | Indirect | Jan 3, 2018 (1d) |
| Nov 7, 2017 | ESL | ↓ Sell | 7,229 | $95.14 | $688K | Indirect | Nov 8, 2017 (1d) |
| Nov 6, 2017 | ESL | ↓ Sell | 173,979 | $95.24 | $16.6M | Indirect | Nov 6, 2017 (0d) |
| Nov 1, 2017 | ESL | ↓ Sell | 48,225 | $95.11 | $4.6M | Indirect | Nov 2, 2017 (1d) |
| Oct 27, 2017 | ESL | ↓ Sell | 31,155 | $96.04 | $3.0M | Indirect | Oct 30, 2017 (3d) |
| Oct 2, 2017 | ESL | ↓ Sell | 7,621 | $91.04 | $694K | Indirect | Oct 3, 2017 (1d) |
| Sep 12, 2017 | NXEO | ↑ Buy | 18,700 | $7.13 | $133K | Indirect | Sep 13, 2017 (1d) |
| Sep 11, 2017 | NXEO | ↑ Buy | 43,000 | $7.09 | $305K | Indirect | Sep 12, 2017 (1d) |
| Aug 31, 2017 | NXEO | ↑ Buy | 251,310 | $7.00 | $1.8M | Indirect | Sep 5, 2017 (5d) |
| Aug 25, 2017 | NXEO | ↑ Buy | 250,000 | $7.25 | $1.8M | Indirect | Aug 29, 2017 (4d) |
| Aug 21, 2017 | NXEO | ↑ Buy | 162,190 | $7.30 | $1.2M | Indirect | Aug 23, 2017 (2d) |
| Jun 22, 2017 | ESL | ↓ Sell | 7,770 | $96.50 | $750K | Indirect | Jun 26, 2017 (4d) |
| Apr 4, 2017 | ESL | ↓ Sell | 2,240 | $85.29 | $191K | Indirect | Apr 5, 2017 (1d) |
| Feb 28, 2017 | ESL | ↓ Sell | 30,126 | $89.97 | $2.7M | Indirect | Mar 1, 2017 (1d) |
| Feb 23, 2017 | ESL | ↓ Sell | 26,059 | $89.78 | $2.3M | Indirect | Feb 23, 2017 (0d) |
| Feb 16, 2017 | ESL | ↓ Sell | 61,932 | $89.21 | $5.5M | Indirect | Feb 16, 2017 (0d) |
| Feb 13, 2017 | ESL | ↓ Sell | 113,666 | $88.98 | $10.1M | Indirect | Feb 13, 2017 (0d) |
| Aug 2, 2016 | ESL | ↑ Buy | 5,340 | $59.83 | $319K | Indirect | Aug 4, 2016 (2d) |
Each row is one filing's trades in one stock, summed. Shares and prices are as filed, before any later stock split.
About Steven T Romick's insider trades
Steven T Romick is VP & Portfolio Manager at Source Capital (SOR). Since Aug 2, 2016, Steven has reported 16 open-market purchases worth $6.5M and 23 sales worth $74.2M on SEC Form 4. There have been no open-market trades in the last 12 months.
Their filings also include other transactions (5 filings), option exercises (1 filing). These aren't open-market trades and aren't counted above.
How to read insider trades
Officers, directors and owners of more than 10% of a company must report trades in its stock on SEC Form 4, usually within two business days. Purchases with their own money are the stronger signal: insiders sell for many reasons (taxes, diversification, a house), but buy for one. See every SOR insider trade, the latest insider trades across the market, or cluster buys, when several insiders buy the same stock within days.