Thomas Atteberry Net Worth

The estimated Net Worth of Thomas H Atteberry is at least $396 Thousand dollars as of 2 October 2020. Mr. Atteberry owns over 919 units of Source Capital stock worth over $395,765 and over the last 4 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. Atteberry SOR stock SEC Form 4 insiders trading

Thomas has made over 4 trades of the Source Capital stock since 2020, according to the Form 4 filled with the SEC. Most recently he bought 919 units of SOR stock worth $33,929 on 2 October 2020.

The largest trade he's ever made was buying 1,800 units of Source Capital stock on 29 September 2020 worth over $65,700. On average, Thomas trades about 1,136 units every 2 days since 2020. As of 2 October 2020 he still owns at least 9,044 units of Source Capital stock.

You can see the complete history of Mr. Atteberry stock trades at the bottom of the page.

Thomas Atteberry biography

Thomas H. Atteberry serves as Vice President and Portfolio Manager of the Company. He is a Partner of FPA. Vice President and Portfolio Manager of Source Capital, Inc. (since 2015), Vice President (since 2015), Portfolio Manager of FPA New Income, Inc. (since 2004), and Portfolio Manager of FPA Flexible Fixed Income Fund, a series of FPA Funds Trust (since December 2018).

How old is Thomas Atteberry?

Thomas Atteberry is 65, he's been the Vice President and Portfolio Manager of Source Capital since 2015. There are 4 older and 11 younger executives at Source Capital. The oldest executive at Source Capital, Inc. is A. Robert Pisano, 77, who is the Independent Director.

What's Thomas Atteberry's mailing address?

Thomas'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, and 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.

Complete history of Mr. Atteberry 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