SOR : Insider Transactions for Source Capital Inc /de/ | J3SG

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Source Capital Inc /de/ (SOR)

$42.73

0.21 (0.49%) as of 4:30 Fri 5/24

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Exchange:

New York Stock Exchange

Security Type:

Common

Shares Out:

8,655,000

Market Cap:

369.83(M)

Last Volume:

7,637

Avg Vol:

15,066

52 Week Range:

$37.06 - $43.715

Level I Sector:

Financials

Level II Sector:

Financial Services

Level III Sector:

Closed - End Fund - Equity

Member Indexes:

Rankings:

Insider 3 Months : -

Insider 6 Months : 4.2

Insider 3/6 Months : 4.8

Guru Rank Number : -

Guru Rank Value : -

Guru Occurances : -


6 Months 1 Year 2 Year


Company Profile Source Capital is registered as a diversified, closed-end management investment company. The investment objective of the Fund is to seek maximum total return for common shareholders from both capital appreciation and investment income to the extent consistent with protection of invested capital.

D/I:

D is for direct shares.
I is for indirect shares.

D/I refers to the Direct or Indirect shares traded vs. held.

Forms:

A Form 4 is a form filed by an insider to indicate a change in ownership.

A Form 3 is a form filed by an insider to indicate an initial ownership of a security.

3m +/-:

This represents the company's 3 month price change. The initial price is based on the closing price of the stock on the day the transaction took place. Purchases & sales are viewed as long & short positions respectively.

Actions:

B	Buy
S	Sell
OE	Option Exercised
A	Acquired
D	Disposed
AB	Automatic Buy
AS	Automatic Sell
IO	Initial Ownership

Download:

Download only Transactions Forms. (Default)

Download only Summary Infomation.

Download both Transactions and Summary Data

Summary (Direct Transactions Only)	3 Months	6 Months	12 Months	24 Months
Total Shares Bought	0	373	2,088	6,313
Total Buy Value	$0	$15,024	$79,991	$238,467
Total People Bought	0	1	3	4
Total Buy Transactions	0	1	3	7
Total Shares Sold	0	1,650	1,650	1,650
Total Sell Value	$0	$66,427	$66,427	$66,427
Total People Sold	0	1	1	1
Total Sell Transactions	0	1	1	1
End Date	2024-02-25	2023-11-24	2023-05-26	2022-05-26

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Records found: 403

Page 12 of 17

Filer's Name

Relation Title

Off-Dir-10%

D/I

Rank

3m +/-

Form

Setzler Edwin Lake Iii

Assistant Treasurer

• – –

2008-03-18

5

A

$51.70

$109

D/D

2

111

-

Officer of inv. cos inv adv

– – –

2008-03-18

4

A

$51.90

$42

D/D

1

43

-

Director

– • –

2008-03-17

5

A

$51.94

$9,088

I/I

175

9,119

-

Schloemer Paul G

Director

– • –

2008-03-17

5

A

$51.94

$1,769

I/I

34

1,599

-

Sheehan Lawrence J

Director

– • –

2008-03-17

5

A

$51.94

$4,254

I/I

82

4,436

-

Atwood J Richard

Treasurer

• – –

2008-03-17

5

A

$51.94

$3,360

D/D

65

425

-

Altman Willard H Jr

Director

– • –

2008-03-15

5

A

$52.19

$702

D/D

13

715

-

Oneil Stephen W

VP & Head Trader

– – –

2008-01-22

4

B

$49.00

$49,000

D/D

1,000

1,000

2.44

-

officer of inv cos inv adv

– – –

2007-12-18

5

A

$61.52

$42

D/D

1

42

-

Setzler Edwin Lake Iii

Assistant Treasurer

• – –

2007-12-17

5

A

$61.70

$107

D/D

2

109

-

Atwood J Richard

Treasurer

• – –

2007-12-17

5

A

$61.43

$3,307

D/D

54

360

-

Director

– • –

2007-12-17

5

A

$61.43

$8,943

I/I

146

8,944

-

Schloemer Paul G

Director

– • –

2007-12-17

5

A

$61.43

$1,741

I/I

28

1,565

-

Sheehan Lawrence J

Director

– • –

2007-12-17

5

A

$61.43

$4,186

I/I

68

4,354

-

Altman Willard H Jr

Director

– • –

2007-12-15

5

A

$62.20

$690

D/D

11

702

-

officer of inv cos inv adv

– – –

2007-09-18

5

A

$66.01

$41

D/D

1

42

-

Setzler Edwin Lake Iii

Assistant Treasurer

• – –

2007-09-17

5

A

$65.85

$106

D/D

2

107

-

Atwood J Richard

Treasurer

• – –

2007-09-17

5

A

$64.51

$3,256

D/D

50

307

-

Director

– • –

2007-09-17

5

A

$64.51

$8,806

I/I

137

8,799

-

Schloemer Paul G

Director

– • –

2007-09-17

5

A

$64.51

$1,714

I/I

27

1,537

-

Sheehan Lawrence J

Director

– • –

2007-09-17

5

A

$64.51

$4,122

I/I

64

4,286

-

Altman Willard H Jr

Director

– • –

2007-09-15

5

A

$65.52

$675

D/D

10

691

-

officer of inv cos inv adv

– – –

2007-06-18

5

A

$70.15

$41

D/D

1

41

-

Setzler Edwin Lake Iii

Assistant Treasurer

• – –

2007-06-15

5

A

$70.00

$104

D/D

1

106

-

Atwood J Richard

Treasurer

• – –

2007-06-15

5

A

$69.39

$3,210

D/D

46

256

-

403 Records found	Previous 10 11 12 13 14 15 16 17	Page 12 of 17

	Transaction Code Key:				Ownership Code Key
	B	- Buy	AB	- Automatic Buy	D	- Direct Ownership
	S	- Sell	AS	- Automatic Sell	I	- Indirect Ownership
	OE	- Options Exercised	A	- Acquired
	IO	- Initital Ownership	D	- Disposed

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Summary:

Chart:

3m +/-:

This represents the company's 3 month price change. The initial price is based on the closing price of the stock on the day the transaction took place. Purchases & sales are viewed as long & short positions respectively.