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

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Source Capital Inc /de/ (SOR)

$41.82

0.03 (0.07%) as of 4:30 Fri 5/3

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Exchange:

New York Stock Exchange

Security Type:

Common

Shares Out:

8,655,000

Market Cap:

361.95(M)

Last Volume:

2,848

Avg Vol:

15,019

52 Week Range:

$36.5 - $42.75

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	2024-02-04	2023-11-03	2023-05-05	2022-05-05

Adjust Filter Settings

Records found: 87

Page 3 of 4

Filer's Name

Relation Title

Off-Dir-10%

D/I

Rank

3m +/-

Form

Atteberry Thomas H

Vice President

• – –

2017-10-03

4

B

$40.41

$40,410

D/D

1,000

4,500

2.74

-

Atteberry Thomas H

Vice President

• – –

2017-10-02

4

B

$40.35

$60,527

D/D

1,500

3,500

2.74

-

Patwardhan Abhijeet V.

Vice President

• – –

2017-09-26

4

B

$39.70

$4,963

D/D

125

125

2.66

-

Atteberry Thomas H

Vice President

• – –

2017-09-26

4

B

$40.08

$40,082

D/D

1,000

2,000

2.74

-

Director

– • –

2016-12-05

4

B

$35.54

$25,236

D/D

710

710

2.39

-

Setzler Edwin Lake Iii

Treasurer

• – –

2016-03-15

4

A

$35.20

$11,120

D/D

316

642

-

Officer of inv co inv adv

– – –

2015-12-16

5

A

$65.47

$1,228

D/D

19

1,664

-

Setzler Edwin Lake Iii

Treasurer

• – –

2015-12-16

5

A

$65.50

$463

D/D

7

326

-

Atwood J Richard

President

• – –

2015-12-15

5

A

$65.47

$12,510

D/D

191

8,826

-

Purcell Patrick B

Director

– • –

2015-12-15

5

A

$64.73

$4,045

D/D

62

2,852

-

Atteberry Thomas H

VP & Portfolio ManagerOfficer

• – –

2015-12-01

3/A

IO

$0.00

$0

D/D

0

1,000

-

Officer of inv co inv adv

– – –

2015-09-16

5

A

$69.85

$1,214

D/D

17

1,645

-

Setzler Edwin Lake Iii

Treasurer

• – –

2015-09-16

5

A

$69.97

$268

D/D

4

319

-

Atwood J Richard

President

• – –

2015-09-15

5

A

$71.26

$7,248

D/D

102

8,634

-

Purcell Patrick B

Director

– • –

2015-09-15

5

A

$70.38

$2,343

D/D

33

2,790

-

Officer of inv co inv adv

– – –

2015-06-16

5

A

$74.54

$1,200

D/D

16

1,628

-

Setzler Edwin Lake Iii

Treasurer

• – –

2015-06-16

5

A

$74.51

$265

D/D

4

316

-

Atwood J Richard

President

• – –

2015-06-15

5

A

$74.35

$7,166

D/D

96

8,533

-

Purcell Patrick B

Director

– • –

2015-06-15

5

A

$74.07

$2,316

D/D

31

2,756

-

Officer of inv co inv adv

– – –

2015-03-17

5

A

$71.83

$1,186

D/D

17

1,612

-

Setzler Edwin Lake Iii

Treasurer

• – –

2015-03-17

5

A

$72.09

$262

D/D

4

312

-

Atwood J Richard

President

• – –

2015-03-15

5

A

$71.70

$7,082

D/D

99

8,436

-

Purcell Patrick B

Director

– • –

2015-03-15

5

A

$69.51

$2,288

D/D

33

2,725

-

Setzler Edwin Lake Iii

Assistant Treasurer

• – –

2014-12-16

5

A

$68.77

$541

D/D

8

308

-

VP & Portfolio Manager

• – –

2014-12-16

5

A

$68.24

$1,103

D/D

16

1,595

-

87 Records found	1 2 3 4	Page 3 of 4

	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.