SOURCE CAPITAL /DE/ (SOR)

Latest Insider Confidence Score

2025Q4

50.0
Bearish

Company insider confidence (by quarter)

2003Q3 2025Q4

Largest shareholders

Insider Role (last 12 mo) Shares held Filed at
Romick Steven T VP & Portfolio Manager 29,076 Sep 28, 2020
Atwood J Richard President 27,879.72 Oct 1, 2020
Rees David Director 10,069.47 Oct 23, 2013
Atteberry Thomas H VP & Portfolio Manager 9,044 Oct 5, 2020
Lipson Mark L. Director 6,761 Jun 2, 2023

Recent buy/sell transactions

Exec date Filing date Insider Role Signal Confidence Shares % of shares Under plan? Amount (USD)
Feb 17, 2026 Richards Karen E Other Neutral 52.5 - 0.00% -
Feb 14, 2024 OSBORNE ALFRED E JR Director Neutral 52.5 - 0.00% -
Feb 14, 2024 Lipson Mark L. Director Neutral 52.5 - 0.00% -
Feb 1, 2024 Feb 5, 2024 Brown Sandra Director Sell 22.5 -1,276 -77.39% $51.4K
Aug 7, 2023 Quill Maureen A President Neutral 52.5 - 0.00% -
Aug 7, 2023 Dziura Martin Chief Compliance Officer Neutral 52.5 - 0.00% -
Aug 7, 2023 Drake Diane J Secretary Neutral 52.5 - 0.00% -
Aug 7, 2023 Centurioni Amy Assistant Secretary Neutral 52.5 - 0.00% -
Aug 7, 2023 Bauer Korey President Neutral 52.5 - 0.00% -
Aug 7, 2023 Phan Lyna Assistant Treasurer Neutral 52.5 - 0.00% -
Aug 7, 2023 Dam Rita Treasurer Neutral 52.5 - 0.00% -
Aug 7, 2023 Banhazl Max President Neutral 52.5 - 0.00% -
Jul 7, 2023 Zader John P Director Neutral 52.5 - 0.00% -
Jun 29, 2023 Quill Maureen A Director Neutral 52.5 - 0.00% -
Jun 1, 2023 Jun 5, 2023 Selmo Brian A. VP & Portfolio Manager Buy 86.3 +400 8.36% $15.1K
Jun 1, 2023 Jun 2, 2023 Lipson Mark L. Director Buy 91.3 +1,315 24.15% $49.8K
Apr 3, 2023 Apr 5, 2023 LEGGIO RYAN A. President Buy 91.3 +500 12.50% $18.9K
Oct 3, 2022 Oct 5, 2022 Lipson Mark L. Director Buy 91.3 +1,400 34.60% $49.9K
Aug 15, 2022 ATTEBERRY THOMAS H VP & Portfolio Manager Neutral 52.5 - 0.00% -
Aug 15, 2022 PISANO A ROBERT Director Neutral 52.5 - 0.00% -
Aug 15, 2022 PURCELL PATRICK B Director Neutral 52.5 - 0.00% -
Jul 1, 2022 Jul 1, 2022 Lipson Mark L. Director Buy 95.0 +1,325 48.70% $50.1K
Jun 10, 2022 Goldrich Robert F Director Neutral 52.5 - 0.00% -
Jun 2, 2022 Jun 3, 2022 LEGGIO RYAN A. President Buy 91.3 +1,000 33.33% $39.6K
Feb 1, 2022 Feb 2, 2022 LEGGIO RYAN A. President Buy 91.3 +300 11.11% $12.8K
Sep 30, 2020 Jul 15, 2021 Landecker Mark VP & Portfolio Manager Neutral 90.0 +5,000 100.00% -
Jul 1, 2021 Jul 2, 2021 OSBORNE ALFRED E JR Director Buy 95.0 +1,410 141.00% $64.5K
Jun 2, 2021 Jun 3, 2021 LEGGIO RYAN A. President Buy 91.3 +1,000 58.82% $45.6K
Jun 1, 2021 Jun 3, 2021 LEGGIO RYAN A. President Buy 91.3 +571 50.58% $26K
Jun 1, 2021 Jun 2, 2021 Brown Sandra Director Buy 91.3 +600 87.98% $27.4K
Jun 1, 2021 Jun 2, 2021 LEGGIO RYAN A. President Buy 91.3 +429 61.29% $19.5K
Sep 18, 2020 Jun 2, 2021 LEGGIO RYAN A. Other Buy 90.0 +150 27.27% $5.5K
Mar 19, 2020 Jun 2, 2021 LEGGIO RYAN A. Other Buy 90.0 +300 120.00% $7.9K
Oct 7, 2019 Jun 2, 2021 LEGGIO RYAN A. Other Buy 90.0 +250 100.00% $9K
Oct 2, 2020 Oct 5, 2020 ATTEBERRY THOMAS H VP & Portfolio Manager Buy 91.3 +919 11.31% $33.9K
Oct 1, 2020 Oct 2, 2020 Lipson Mark L. Director Buy 95.0 +1,401 106.14% $52K
Oct 1, 2020 Oct 2, 2020 ATTEBERRY THOMAS H VP & Portfolio Manager Buy 95.0 +1,725 26.95% $63.8K
Oct 1, 2020 Oct 2, 2020 Selmo Brian A. VP & Portfolio Manager Buy 86.3 +395 6.98% $14.6K
Sep 30, 2020 Oct 1, 2020 Landecker Mark VP & Portfolio Manager Buy 95.0 +3,000 100.00% $112.1K
Sep 30, 2020 Oct 1, 2020 ATWOOD J RICHARD President Buy 90.0 +2,000 7.73% $74.5K
Sep 29, 2020 Sep 30, 2020 Selmo Brian A. VP & Portfolio Manager Buy 91.3 +875 18.28% $31.9K
Sep 29, 2020 Sep 30, 2020 ATTEBERRY THOMAS H VP & Portfolio Manager Buy 95.0 +1,800 39.13% $65.7K
Sep 28, 2020 Sep 30, 2020 Selmo Brian A. VP & Portfolio Manager Buy 91.3 +587 13.98% $21.4K
Sep 29, 2020 Sep 30, 2020 ATWOOD J RICHARD President Buy 60.0 +105 0.41% $3.8K
Sep 28, 2020 Sep 29, 2020 OSBORNE ALFRED E JR Director Buy 91.3 +750 300.00% $27.7K
Sep 28, 2020 Sep 29, 2020 ATWOOD J RICHARD President Buy 83.8 +1,000 4.04% $36.8K
Sep 25, 2020 Sep 28, 2020 ATWOOD J RICHARD President Buy 83.8 +1,100 4.65% $39.5K
Sep 25, 2020 Sep 28, 2020 ATTEBERRY THOMAS H VP & Portfolio Manager Buy 77.5 +100 2.22% $3.6K
Sep 24, 2020 Sep 28, 2020 ROMICK STEVEN T VP & Portfolio Manager Buy 90.0 +2,000 7.39% $72.5K
Sep 23, 2020 Sep 24, 2020 ROMICK STEVEN T VP & Portfolio Manager Buy 67.5 +225 0.84% $8.2K
Sep 22, 2020 Sep 23, 2020 ATWOOD J RICHARD President Buy 90.0 +2,000 9.23% $72.4K
Sep 21, 2020 Sep 23, 2020 ROMICK STEVEN T VP & Portfolio Manager Buy 86.3 +1,292 5.05% $47K
Sep 18, 2020 Sep 22, 2020 ROMICK STEVEN T VP & Portfolio Manager Buy 90.0 +2,000 8.49% $73.9K
Sep 17, 2020 Sep 21, 2020 ROMICK STEVEN T VP & Portfolio Manager Buy 83.8 +809 3.56% $29.9K
Sep 17, 2020 Sep 17, 2020 Brown Sandra Director Buy 90.0 +265 63.55% $9.9K
Jun 5, 2020 Jun 8, 2020 PISANO A ROBERT Director Buy 91.3 +750 100.00% $26K
Sep 9, 2019 Jun 8, 2020 PISANO A ROBERT Director Sell 26.3 -750 -100.00% $26.8K
Mar 24, 2020 Mar 26, 2020 ROMICK STEVEN T VP & Portfolio Manager Buy 86.3 +1,750 8.33% $50K
Mar 16, 2020 Mar 18, 2020 ROMICK STEVEN T VP & Portfolio Manager Buy 95.0 +5,686 37.13% $164.3K
Mar 13, 2020 Mar 17, 2020 ROMICK STEVEN T VP & Portfolio Manager Buy 95.0 +7,114 86.76% $220.7K
Mar 13, 2020 Mar 17, 2020 Selmo Brian A. VP & Portfolio Manager Buy 95.0 +4,200 100.00% $129.6K
Oct 8, 2019 Oct 11, 2019 ROMICK STEVEN T VP & Portfolio Manager Buy 95.0 +6,535 392.49% $234.7K
Oct 7, 2019 Oct 9, 2019 ROMICK STEVEN T VP & Portfolio Manager Buy 95.0 +1,665 100.00% $59.9K
Oct 7, 2019 Oct 8, 2019 Brown Sandra Director Buy 91.3 +417 100.00% $15K
May 13, 2019 Hayes Francine Sophia Secretary Neutral 52.5 - 0.00% -
Jan 23, 2019 Richards Karen E Chief Compliance Officer Neutral 52.5 - 0.00% -
Jan 30, 2018 Weiner Leora R Chief Compliance Officer Neutral 52.5 - 0.00% -
Oct 18, 2017 Oct 19, 2017 Lipson Mark L. Director Buy 91.3 +610 85.92% $25K
Oct 3, 2017 Oct 4, 2017 PATWARDHAN ABHIJEET V. President Buy 91.3 +270 216.00% $10.9K
Oct 3, 2017 Oct 4, 2017 ATTEBERRY THOMAS H President Buy 91.3 +1,000 28.57% $40.4K
Oct 2, 2017 Oct 3, 2017 ATTEBERRY THOMAS H President Buy 95.0 +1,500 75.00% $60.5K
Sep 26, 2017 Sep 28, 2017 PATWARDHAN ABHIJEET V. President Buy 90.0 +125 100.00% $5K
Sep 26, 2017 Sep 28, 2017 ATTEBERRY THOMAS H President Buy 91.3 +1,000 100.00% $40.1K
Jun 8, 2017 Lebisky David Chief Compliance Officer Neutral 52.5 - 0.00% -
Jan 6, 2017 Merrick Thomas P Director Neutral 52.5 - 0.00% -
Jan 6, 2017 Link Brian F Assistant Secretary Neutral 52.5 - 0.00% -
Dec 5, 2016 Dec 6, 2016 Lipson Mark L. Director Buy 91.3 +710 100.00% $25.2K
Oct 3, 2016 Brown Sandra Director Neutral 52.5 - 0.00% -
Mar 15, 2016 Apr 8, 2016 Setzler Edwin Lake III Treasurer Buy 91.3 +315 96.76% $11.1K
Feb 16, 2016 Selmo Brian A. VP & Portfolio Manager Neutral 52.5 - 0.00% -
Feb 16, 2016 ROMICK STEVEN T VP & Portfolio Manager Neutral 52.5 - 0.00% -
Feb 16, 2016 PATWARDHAN ABHIJEET V. VP & Portfolio Manager Neutral 52.5 - 0.00% -
Feb 16, 2016 Landecker Mark VP & Portfolio Manager Neutral 52.5 - 0.00% -
Feb 16, 2016 ATTEBERRY THOMAS H VP & Portfolio Manager Neutral 52.5 - 0.00% -
Mar 17, 2015 Feb 12, 2016 HERR GREGORY A Other Buy 82.5 +68 4.31% $4.8K
Mar 15, 2015 Feb 12, 2016 PURCELL PATRICK B Director Buy 78.8 +159 1.16% $11K
Mar 17, 2015 Feb 12, 2016 Setzler Edwin Lake III Treasurer Buy 85.0 +18 5.87% $1.3K
Mar 15, 2015 Feb 12, 2016 ATWOOD J RICHARD President Buy 78.8 +487 1.44% $34K
Oct 2, 2015 Lipson Mark L. Director Neutral 52.5 - 0.00% -
May 15, 2015 Link Brian F Assistant Secretary Neutral 52.5 - 0.00% -
May 15, 2015 Hayes Francine Sophia Secretary Neutral 52.5 - 0.00% -
Mar 18, 2015 Okutake Jennifer S Other Neutral 52.5 - 0.00% -
Mar 18, 2014 Jan 20, 2015 HERR GREGORY A VP & Portfolio Manager Buy 77.5 +63 1.02% $4.3K
Mar 15, 2014 Jan 20, 2015 PURCELL PATRICK B Director Buy 86.3 +156 6.18% $10.9K
Mar 15, 2014 Jan 20, 2015 ATWOOD J RICHARD Treasurer Buy 78.8 +489 1.53% $33.7K
Mar 18, 2014 Jan 20, 2015 Setzler Edwin Lake III Assistant Treasurer Buy 77.5 +18 1.53% $1.2K
Jul 11, 2014 Weiner Leora R Chief Compliance Officer Neutral 52.5 - 0.00% -
Jun 9, 2014 Jun 11, 2014 PISANO A ROBERT Director Buy 95.0 +750 100.00% $52.2K
May 12, 2014 May 14, 2014 OSBORNE ALFRED E JR Director Buy 91.3 +250 100.00% $17.3K
Feb 11, 2014 Feb 24, 2014 RUDNICK ALLAN M Director Buy 91.3 +743 70.29% $48.9K