SOR · Source Capital /De/

$45.24 +0.22 (+0.49%) At close · Jul 28

Market Cap

$372.37M

8.23M

Trades by corporate insiders — officers, directors and holders of more than 10% of the shares — disclosed to the SEC on Forms 3, 4 and 5. Form 4 must be filed within two business days of the trade.

Date	Insider	Role	Type	Security	Shares	Price	Value	After
2024-02-01	Brown Sandra	Director	Buy↑	Source Capital, Inc.	372	$40.28	$14,984	373
2024-02-01	Brown Sandra	Director	Sell↓	Source Capital, Inc.	1,649	$40.27	$66,405	0
2024-02-01	Brown Sandra	Director	Buy↑	Source Capital, Inc.	1	$40.29	$40	1
2023-07-28	Drake Diane J	Secretary	Other↑	No Securities Owned	0	—	—	0
2023-07-28	Phan Lyna	Assistant Treasurer	Other↑	No Securities Owned	0	—	—	0
2023-07-28	Quill Maureen A	Director	Other↑	No Securities Owned	0	—	—	0
2023-07-28	Dziura Martin	Chief Compliance Officer	Other↑	No Securities Owned	0	—	—	0
2023-07-28	Centurioni Amy	Assistant Secretary	Other↑	No Securities Owned	0	—	—	0
2023-07-28	Bauer Korey	Vice President	Other↑	No Securities Owned	0	—	—	0
2023-07-28	Dam Rita	Treasurer	Other↑	No Securities Owned	0	—	—	0
2023-07-28	Banhazl Max	Vice President	Other↑	No Securities Owned	0	—	—	0
2023-06-20	Zader John P	Director	Other↑	No Securities Owned	0	—	—	0
2023-06-01	Selmo Brian A.	VP & Portfolio Manager	Buy↑	Common Stock	400	$37.82	$15,128	5,187
2023-06-01	Lipson Mark L.	Director	Buy↑	Common Stock	1,315	$37.90	$49,839	6,761
2023-04-03	LEGGIO RYAN A.	Vice President - Strategy	Buy↑	Common Stock	500	$37.81	$18,905	4,500
2022-10-03	Lipson Mark L.	Director	Buy↑	Common Stock	1,400	$35.64	$49,892	5,446
2022-07-01	Lipson Mark L.	Director	Buy↑	Common Stock	200	$37.80	$7,560	2,921
2022-07-01	Lipson Mark L.	Director	Buy↑	Common Stock	1,025	$37.84	$38,786	4,046
2022-07-01	Lipson Mark L.	Director	Buy↑	Common Stock	100	$37.83	$3,783	3,021
2022-06-02	LEGGIO RYAN A.	Vice President - Strategy	Buy↑	Common Stock	1,000	$39.55	$39,550	4,000
2022-02-14	Goldrich Robert F	Director	Other↑	No Securities Owned	0	—	—	0
2022-02-01	LEGGIO RYAN A.	Vice President - Strategy	Buy↑	Common Stock	300	$42.69	$12,807	3,000
2021-07-01	OSBORNE ALFRED E JR	Director	Buy↑	Common Stock	1,410	$45.77	$64,535	2,410
2021-06-02	LEGGIO RYAN A.	Vice President - Strategy	Buy↑	Common Stock	1,000	$45.59	$45,590	2,700
2021-06-01	LEGGIO RYAN A.	Vice President - Strategy	Buy↑	Common Stock	429	$45.56	$19,545	1,129
2021-06-01	LEGGIO RYAN A.	Vice President - Strategy	Buy↑	Common Stock	571	$45.60	$26,038	1,700
2021-06-01	Brown Sandra	Director	Buy↑	Source Capital, Inc.	600	$45.70	$27,420	1,282
2020-10-02	ATTEBERRY THOMAS H	VP & Portfolio Manager	Buy↑	Common Stock	919	$36.92	$33,929	9,044
2020-10-01	Lipson Mark L.	Director	Buy↑	Common Stock	1,401	$37.10	$51,977	2,721
2020-10-01	Selmo Brian A.	VP & Portfolio Manager	Buy↑	Common Stock	395	$36.90	$14,576	6,057
2020-10-01	ATTEBERRY THOMAS H	VP & Portfolio Manager	Buy↑	Common Stock	1,725	$37.01	$63,842	8,125
2020-09-30	ATWOOD J RICHARD	Director, President	Buy↑	Common Stock	2,000	$37.25	$74,500	27,879
2020-09-30	Landecker Mark	VP & Portfolio Manager	Award↑	Common Stock	5,000	$37.37	$186,850	5,000
2020-09-29	ATWOOD J RICHARD	Director, President	Buy↑	Common Stock	105	$36.45	$3,827	25,879
2020-09-29	ATTEBERRY THOMAS H	VP & Portfolio Manager	Buy↑	Common Stock	1,800	$36.50	$65,700	6,400
2020-09-29	Selmo Brian A.	VP & Portfolio Manager	Buy↑	Common Stock	875	$36.50	$31,938	5,662
2020-09-28	OSBORNE ALFRED E JR	Director	Buy↑	Common Stock	750	$36.88	$27,662	1,000
2020-09-28	ATWOOD J RICHARD	Director, President	Buy↑	Common Stock	1,000	$36.75	$36,750	25,774
2020-09-28	Selmo Brian A.	VP & Portfolio Manager	Buy↑	Common Stock	587	$36.50	$21,426	4,787
2020-09-25	ATTEBERRY THOMAS H	VP & Portfolio Manager	Buy↑	Common Stock	100	$36.04	$3,604	4,600
2020-09-25	ATWOOD J RICHARD	Director, President	Buy↑	Common Stock	1,100	$35.88	$39,463	24,774
2020-09-24	ROMICK STEVEN T	VP & Portfolio Manager	Buy↑	Common Stock	2,000	$36.24	$72,480	29,076
2020-09-23	ROMICK STEVEN T	VP & Portfolio Manager	Buy↑	Common Stock	225	$36.59	$8,233	27,076
2020-09-22	ATWOOD J RICHARD	Director, President	Buy↑	Common Stock	2,000	$36.18	$72,350	23,674
2020-09-21	ROMICK STEVEN T	VP & Portfolio Manager	Buy↑	Common Stock	1,292	$36.35	$46,964	26,851
2020-09-18	LEGGIO RYAN A.	Vice President - Strategy	Buy↑	Common Stock	150	$36.91	$5,537	700
2020-09-18	ROMICK STEVEN T	VP & Portfolio Manager	Buy↑	Common Stock	2,000	$36.97	$73,940	25,559
2020-09-17	Brown Sandra	Director	Buy↑	Source Capital, Inc.	265	$37.46	$9,927	682
2020-09-17	ROMICK STEVEN T	VP & Portfolio Manager	Buy↑	Common Stock	809	$36.99	$29,925	23,559
2020-06-05	PISANO A ROBERT	Director	Buy↑	Source Capital, Inc.	750	$34.73	$26,048	750

Legend Buy — open-market purchase Sell — open-market sale ↑ Shares acquired ↓ Shares disposed (gift, conversion, tax…)

Showing 1–50 of 55 transactions

Key facts CIK 91847 CUSIP 836144303 13F (30d) 16 filings 16 filers Visit website