Mark L. Lipson - Net Worth and Insider Trading
Mark L. Lipson Net Worth
The estimated net worth of Mark L. Lipson is at least $299,514 dollars as of 2024-11-05. Mark L. Lipson is the Director of Source Capital Inc and owns about 6,761 shares of Source Capital Inc (SOR) stock worth over $299,514. 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 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 Mark L. Lipson has not made any transactions after 2023-06-01 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Mark L. Lipson
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 (SOR) .
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 |
|---|---|---|---|
| SOR | 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 $299,514.
Latest Holdings of Mark L. Lipson
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| SOR | Source Capital Inc | 2023-06-01 | 6,761 | 44.30 | 299,514 |
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
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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.
Performance of Mark L. Lipson
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 0.39 | | | | | |
| Relative Return to S&P 500(%) | -2.04 | | | | | |
Mark L. Lipson Ownership Network
Ownership Network List of Mark L. Lipson
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 (SOR) Insider Trades Summary
Over the past 18 months, Mark L. Lipson made 1 insider transaction in Source Capital Inc (SOR) with a net purchase of 1,315. 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 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
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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