J. Richard Atwood Net Worth

The estimated Net Worth of J Richard Atwood is at least $1.22 Million dollars as of 30 September 2020. Mr. Atwood owns over 2,000 units of Source Capital stock worth over $1,219,985 and over the last 4 years he sold SOR stock worth over $0. In addition, he makes $0 as President and Director at Source Capital.

Wallmine is a radically better financial terminal.
Sign up in seconds, it's free!

Sign up

Already have an account? Sign in

or

Sign up with Google Sign up with Facebook

Mr. Atwood SOR stock SEC Form 4 insiders trading

J has made over 5 trades of the Source Capital stock since 2020, according to the Form 4 filled with the SEC. Most recently he bought 2,000 units of SOR stock worth $74,500 on 30 September 2020.

The largest trade he's ever made was buying 2,000 units of Source Capital stock on 30 September 2020 worth over $74,500. On average, J trades about 1,241 units every 2 days since 2020. As of 30 September 2020 he still owns at least 27,879 units of Source Capital stock.

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

J. Richard Atwood biography

J. Richard Atwood serves as President, Director of the Company. He is Managing Partner of FPA (since October 2006). Director/Trustee of FPA Capital Fund, Inc., FPA Funds Trust, FPA New Income, Inc., FPA Paramount Fund, Inc. and FPA U.S. Value Fund, Inc. (since May 2016). President of each FPA Fund (since February 2015). Formerly, until February 2015, Treasurer of each FPA Fund for more than the past five years. Formerly, until March 2013, Director, President, Chief Executive Officer, Chief Compliance Officer, Chief Financial Officer and Treasurer of FPA Fund Distributors, Inc.

How old is J Atwood?

J Atwood is 60, he's been the President and Director of Source Capital since 2016. There are 6 older and 9 younger executives at Source Capital. The oldest executive at Source Capital, Inc. is A. Robert Pisano, 77, who is the Independent Director.

What's J Atwood's mailing address?

J'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. Atwood 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