InsidersTradesSigma
Track the Source Capital INC stock price and the full directors' dealings record of the company, a listed equity based in United States. Shares are listed on the US market, under the authority of SEC (Form 4). Operating in the Finance & Banking sector, Source Capital INC has recorded 17 insider filings. Market capitalisation: €373m. The latest transaction was disclosed on 5 February 2024 (Cession). Among the most active insiders: LEGGIO RYAN A.. The full history is openly available.
17
Insider Decl.
n/a
Thresholds
€355,552
15 ops.
Buy Volume
€61,484
1 ops.
Sell Volume
48Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
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Last declaration on 5 February 2024
Declarations17 total
1,649.53 shares@ US$40.2757.8% 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$37.816.5% 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)
200 shares@ US$37.800.0019% mcap100.0% of flowCommon StockSEC:0001104659-22-076775:0
Canonical exit: 29 Sept 2022 (T+90)
1,000 shares@ US$39.550.0098% mcap14.8% of flowCommon StockSEC:0001104659-22-068153:0
Canonical exit: 31 Aug 2022 (T+90)
300 shares@ US$42.690.0031% mcap4.6% 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)
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)
429 shares@ US$45.5611.0% of flowCommon StockSEC:0001104659-21-075695:0
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)
17 of 17 declarations
关于 Source Capital INC
Source Capital (NYSE: SOR) 是一家总部位于美国的上市投资公司，实际上是一个封闭式基金，而非传统的运营业务。对于法国、比利时或瑞士的投资者而言，它应被视为在美国纽约证券交易所上市的公开交易投资组合工具。该基金前身为 Source Capital, Inc. /DE/，并于 2025 年 1 月 1 日重组为特拉华信托。重要的是，股票代码 SOR 保持不变，投资目标、投资策略或基本政策也没有改变。其既定目标是通过资本增值和投资收益为普通股东寻求最大总回报，同时保全已投资资本。（[sec.gov](https://www.sec.gov/Archives/edgar/data/91847/000110465924120436/tm2428756d1_ex99-1.htm)） 自成立以来，Source Capital 一直由 First Pacific Advisors, LP (FPA) 提供咨询服务。该基金采用平衡的多资产方法进行管理，贯穿整个市场周期，通常由顾问定义为五到七年。其投资组合由两个 FPA 投资团队管理：FPA Contrarian Value 和 FPA Absolute Fixed Income，这强调了将股票选择与固定收益和信用分析相结合的多元化流程。截至 2025 年底，投资组合在股票和信用敞口之间保持了近乎平衡，对普通股、公共信用、私人信用和现金/等价物进行了有意义的配置。这种结构使 SOR 在美国上市封闭式基金中成为一个独特的工具。（[sec.gov](https://www.sec.gov/Archives/edgar/data/0000091847/000110465926025066/tm261908d1_ncsr.htm)） 从竞争角度来看，Source Capital 将自己定位为混合型收益和资本增值基金。它为投资者提供了对公共市场和私人信用机会的多元化敞口，这在传统平衡基金可能受到更严格限制的环境中具有吸引力。该股票在纽约证券交易所交易，因此市场价格可能与资产净值存在差异，这为投资者带来了机会和风险。与普通股票基金相比，SOR 的授权范围更广；与纯信用工具相比，它通过其股票部分拥有更大的上行参与空间。（[sec.gov](https://www.sec.gov/Archives/edgar/data/0000091847/000110465926025066/tm261908d1_ncsr.htm)） 该基金的运营足迹长期以来与美国加利福尼亚州洛杉矶/埃尔塞贡多相关联，这反映了 FPA 的西海岸基地。最近的发展包括 2025 年初完成的特拉华信托重组，以及 2025 年全年持续报告的稳健资产净值表现，这得益于跨资产类别的平衡敞口。最新的基金评论表明，业绩保持积极，投资组合继续强调多元化，而非单一主导行业的押注。（[sec.gov](https://www.sec.gov/Archives/edgar/data/0000091847/000110465926025066/tm261908d1_ncsr.htm)）
