SOR on NYSE

SOURCE CAPITAL /DE/

Trust registered in the United States, based in Wilmington, active since 2024. Summary from the record

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Last updated Oct 19, 2026.

Overview

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  • TickerSOR on NYSE2
  • HeadquartersWilmington, United States2
  • Incorporated inDE3
  • Business address235 W. Galena Street, Milwaukee, Wi 532123
  • Legal formStatutory Trust2
  • Kind of organizationTrust2
  • LEI9845005BC0508CFA5B642
  • StatusActive2
  • LEI statusIssued and current2
  • Registered address1209 ORANGE ST, 19801 Wilmington, United States2
  • Registered withDivision of Corporations, Department of State, 38064182

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Leadership

Who has led SOURCE CAPITAL /DE/, and when. Pick a name to see everywhere that person has worked.

President

  1. Eric S. Ende2006–2012
  2. J. Richard Atwood2016–2020
  3. Maureen A. Quill2023
2010201520202025
Board members and other officers (36)

Former names

  • SOURCE CAPITAL INC /DE/Nov 16, 1995 to Jan 24, 20253

Timeline

  1. May 30, 2024Founded SOURCE CAPITAL /DE/ is founded2

Filings

111 filings to the SEC since October 2021: 5 major events, 26 insider forms, 2 large holders, 78 other. The latest 20:

  1. Sep 8, 2026N-CSRS EDGAR
  2. Aug 26, 2026NPORT-P EDGAR
  3. Aug 25, 2026N-PX EDGAR
  4. Jun 10, 2026N-2 EDGAR
  5. May 22, 2026NPORT-P EDGAR
  6. Apr 30, 20265 OWNERSHIP DOCUMENT EDGAR
  7. Apr 21, 202640-APP EDGAR
  8. Apr 7, 2026DEF 14A EDGAR
  9. Mar 27, 20268-K EDGAR
  10. Mar 13, 2026N-CEN EDGAR
  11. Mar 9, 2026N-CSR EDGAR
  12. Mar 2, 2026NPORT-P EDGAR
  13. Feb 17, 20265 OWNERSHIP DOCUMENT EDGAR
  14. Jan 30, 20268-K EDGAR
  15. Jan 29, 20268-K EDGAR
  16. Dec 17, 202540-17G EDGAR
  17. Nov 25, 2025NPORT-P EDGAR
  18. Sep 8, 2025N-CSRS EDGAR
  19. Aug 27, 2025NPORT-P EDGAR
  20. Aug 21, 202540-APP EDGAR

The 111 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

9 open-market trades by officers, directors and large owners since October 2021: 8 buys and 1 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Feb 1, 2024Brown SandraDirectorBuy373$40.28$15.0KForm 4
Feb 1, 2024Brown SandraDirectorSale1,650$40.27$66.4KForm 4
Jun 1, 2023Selmo Brian A.VP & Portfolio ManagerBuy400$37.82$15.1KForm 4
Jun 1, 2023Lipson Mark L.DirectorBuy1,315$37.90$49.8KForm 4
Apr 3, 2023LEGGIO RYAN A.Vice President - StrategyBuy500$37.81$18.9KForm 4
Oct 3, 2022Lipson Mark L.DirectorBuy1,400$35.64$49.9KForm 4
Jul 1, 2022Lipson Mark L.DirectorBuy1,325$37.83$50.1KForm 4
Jun 2, 2022LEGGIO RYAN A.Vice President - StrategyBuy1,000$39.55$39.5KForm 4
Feb 1, 2022LEGGIO RYAN A.Vice President - StrategyBuy300$42.69$12.8KForm 4

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

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