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Source Capital Inc Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest, by Brown Sandra, was filed 05 Feb 2024.
Source Capital Inc: what insiders have been doing
Source Capital Inc belongs to the Finance & Banking sector. Filings by its managers are published through SEC (Form 4). Nothing new has been filed by managers of Source Capital Inc in twelve months, the latest record being from 5 February 2024.
Our records for Source Capital Inc go back to 2006, with 111 purchases and 2 sales on the open market in total.
Source: insider filings from SEC (Form 4). Past trades are no guide to future returns.
Insider Decl.
118
Thresholds
n/a
Buy Volume
€3M
111 ops. · all time
Sell Volume
€85,759
2 ops. · all time
Since the insiders bought
- +14.5%Entry US$37.87 · Close at T+365 US$43.38
- +16.5%Entry US$37.57 · Close at T+365 US$43.78
- +14.2%Entry US$37.09 · Close at T+365 US$42.34
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Financial data
as of FY 2025FY ended December 2025 · cache
US$45.41
Analyst consensus
Income statement
RevenueUS$64.8M
Net incomeUS$59.5M245.2% margin
Valuation
PER (trailing)6.9x
P/Book0.9x
Beta0.47
Profitability & ownership
ROE12.7%
ROA2.7%
% insiders13.1%
% institutions50.4%
Last declaration on 5 February 2024
Declarations118 total
372 shares@ US$40.2811.6% of flowSource Capital, Inc.SEC:0001104659-24-010546:2
Canonical exit: 1 May 2024 (T+90)
1 shares@ US$40.290.0% of flowSource Capital, Inc.SEC:0001104659-24-010546:1
Canonical exit: 1 May 2024 (T+90)
1,649.53 shares@ US$40.2773.3% of flowSource Capital, Inc.SEC:0001104659-24-010546:0
400 shares@ US$37.82100.0% of flowCommon StockSEC:0001104659-23-067940:0
Canonical exit: 30 Aug 2023 (T+90)
1,315 shares@ US$37.9044.4% of flowCommon StockSEC:0001104659-23-067368:0
Canonical exit: 30 Aug 2023 (T+90)
500 shares@ US$37.8112.0% of flowCommon StockSEC:0001104659-23-042271:0
Canonical exit: 2 Jul 2023 (T+90)
1,400 shares@ US$35.63748.7% of flowCommon StockSEC:0001104659-22-106221:0
Canonical exit: 1 Jan 2023 (T+90)
100 shares@ US$37.831.5% of flowCommon StockSEC:0001104659-22-076775:1
Canonical exit: 29 Sept 2022 (T+90)
1,025 shares@ US$37.8415.8% of flowCommon StockSEC:0001104659-22-076775:2
Canonical exit: 29 Sept 2022 (T+90)
200 shares@ US$37.800.0019% mcap6.9% of flowCommon StockSEC:0001104659-22-076775:0
Canonical exit: 29 Sept 2022 (T+90)
1,000 shares@ US$39.5525.4% of flowCommon StockSEC:0001104659-22-068153:0
Canonical exit: 31 Aug 2022 (T+90)
300 shares@ US$42.697.9% of flowCommon StockSEC:0001104659-22-010818:0
Canonical exit: 2 May 2022 (T+90)
5,000 shares@ US$37.37100.0% of flowCommon StockSEC:0001104659-21-092380:0
1,410 shares@ US$45.7697100.0% of flowCommon StockSEC:0001104659-21-088955:0
Canonical exit: 29 Sept 2021 (T+90)
1,000 shares@ US$45.5925.8% of flowCommon StockSEC:0001104659-21-076594:0
Canonical exit: 31 Aug 2021 (T+90)
571 shares@ US$45.6014.7% of flowCommon StockSEC:0001104659-21-076592:0
Canonical exit: 30 Aug 2021 (T+90)
150 shares@ US$36.91293.2% of flowCommon StockSEC:0001104659-21-075694:0
Canonical exit: 17 Dec 2020 (T+90)
600 shares@ US$45.7026.7% of flowSource Capital, Inc.SEC:0001104659-21-075717:0
Canonical exit: 30 Aug 2021 (T+90)
429 shares@ US$45.5611.0% of flowCommon StockSEC:0001104659-21-075695:0
Canonical exit: 30 Aug 2021 (T+90)
300 shares@ US$26.43620.0019% mcap2.9% of flowCommon StockSEC:0001104659-21-075693:0
Canonical exit: 17 Jun 2020 (T+90)
250 shares@ US$36.110.0022% mcap3.3% of flowCommon StockSEC:0001104659-21-075691:0
Canonical exit: 5 Jan 2020 (T+90)
919 shares@ US$36.9220.3% of flowCommon StockSEC:0001104659-20-112309:0
Canonical exit: 31 Dec 2020 (T+90)
1,725 shares@ US$37.0138.2% of flowCommon StockSEC:0001104659-20-111500:0
Canonical exit: 30 Dec 2020 (T+90)
1,401 shares@ US$37.099929.8% of flowCommon StockSEC:0001104659-20-111515:0
Canonical exit: 30 Dec 2020 (T+90)
395 shares@ US$36.906.6% of flowCommon StockSEC:0001104659-20-111499:0
Canonical exit: 30 Dec 2020 (T+90)
25 of 118 declarations
About Source Capital Inc
Source Capital (NYSE: SOR) is a U.S.-based listed investment company and, in practical terms, a closed-end fund rather than a conventional operating business. For investors in France, Belgium, or Switzerland, it should be viewed as a publicly traded portfolio vehicle listed on the New York Stock Exchange in the United States. The fund was formerly organized as Source Capital, Inc. /DE/ and was reorganized effective January 1, 2025 into a Delaware Trust. Importantly, the ticker SOR remained unchanged, and there was no change to the investment objective, investment strategy, or fundamental policies. The stated objective is to seek maximum total return for common shareholders through both capital appreciation and investment income, while preserving invested capital. ([sec.gov](https://www.sec.gov/Archives/edgar/data/91847/000110465924120436/tm2428756d1_ex99-1.htm))
Source Capital has been advised by First Pacific Advisors, LP (FPA) since inception. The fund is managed with a balanced, multi-asset approach across a full market cycle, generally defined by the adviser as five to seven years. Its portfolio is run by two FPA investment teams, FPA Contrarian Value and FPA Absolute Fixed Income, which underscores a diversified process that combines equity selection with fixed-income and credit analysis. As of year-end 2025, the portfolio remained nearly balanced between equity and credit exposure, with meaningful allocations to common stocks, public credit, private credit, and cash/equivalents. That structure makes SOR a differentiated vehicle among listed U.S. closed-end funds. ([sec.gov](https://www.sec.gov/Archives/edgar/data/0000091847/000110465926025066/tm261908d1_ncsr.htm))
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From a competitive standpoint, Source Capital positions itself as a hybrid income-and-capital-appreciation fund. It offers investors diversified exposure to both public markets and private-credit opportunities, which can be appealing in environments where traditional balanced funds may be constrained by more rigid mandates. The shares trade on the NYSE, so market price may diverge from NAV, creating both opportunity and risk for investors. Compared with plain-vanilla equity funds, SOR’s mandate is broader; compared with pure credit vehicles, it has more upside participation through its equity sleeve. ([sec.gov](https://www.sec.gov/Archives/edgar/data/0000091847/000110465926025066/tm261908d1_ncsr.htm))
The fund’s operating footprint has long been associated with Los Angeles/El Segundo, California, in the United States, reflecting FPA’s West Coast base. Recent developments include the completed Delaware Trust reorganization at the start of 2025 and continued reporting of solid NAV performance through 2025, supported by balanced exposure across asset classes. The latest fund commentary indicates that performance remained positive and that the portfolio continued to emphasize diversification rather than a single dominant sector bet. ([sec.gov](https://www.sec.gov/Archives/edgar/data/0000091847/000110465926025066/tm261908d1_ncsr.htm))
