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Source Capital (SOR)

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Sector: Financial Services

Insider Roster

Richard J Atwood, Other, 2026-04-30
E Karen Richards, Other, 2026-02-18
Jr E Alfred Osborne, Director, 2024-02-14

Richard J Atwood, Other, 2026-04-30
E Karen Richards, Other, 2026-02-18
Jr E Alfred Osborne, Director, 2024-02-14
L. Mark Lipson, Director, 2024-02-14
Sandra Brown, Director, 2024-02-05
A Maureen Quill, President - See Remarks, 2023-08-07
Martin Dziura, Chief Compliance Officer, 2023-08-07
J Diane Drake, Secretary, 2023-08-07
Amy Centurioni, Assistant Secretary, 2023-08-07
Korey Bauer, Vice President, 2023-08-07
Lyna Phan, Assistant Treasurer, 2023-08-07
Rita Dam, Treasurer, 2023-08-07
Max Banhazl, Vice President, 2023-08-07
P John Zader, Director, 2023-07-07
A. Brian Selmo, Vp & Portfolio Manager, 2023-06-05
A. Ryan Leggio, Vice President - Strategy, 2023-04-05
H Thomas Atteberry, Vp & Portfolio Manager, 2022-08-15
Robert A Pisano, Director, 2022-08-15
B Patrick Purcell, Director, 2022-08-15
F Robert Goldrich, Director, 2022-06-10
Mark Landecker, Vp & Portfolio Manager, 2021-07-15
T Steven Romick, Vp & Portfolio Manager, 2020-09-28
Sophia Francine Hayes, Secretary, 2019-05-13
R Leora Weiner, Chief Compliance Officer, 2018-01-31
V. Abhijeet Patwardhan, Vice President, 2017-10-04
David Lebisky, Chief Compliance Officer, 2017-06-08
P Thomas Merrick, Director, 2017-01-06
F Brian Link, Assistant Secretary, 2017-01-06
Iii Lake Edwin Setzler, Treasurer, 2016-04-08
A Gregory Herr, Other, 2016-02-12
S Jennifer Okutake, Other, 2015-03-18
M Allan Rudnick, Director, 2014-02-24
Jr H Willard Altman, Other, 2014-02-14
G Michelle Eyink, Other, 2013-11-04
David Rees, Director, 2013-10-23
G Paul Schloemer, Other, 2013-02-14
S Eric Ende, President & Cio, 2012-11-19
M Gregory Crouch, Other, 2012-06-21
B Adam Pivko, Other, 2012-02-06
Alain Olivier Pierre Py, Other, 2011-09-30
Eric Bokota, Other, 2011-09-30
W Stephen Oneil, Other, 2011-06-28
B Christopher Lozano, Other, 2011-06-08
J Lawrence Sheehan, Other, 2011-02-11
R. Ravi Mehra, Other, 2010-12-14
Arik Ahitov, Other, 2010-10-14
Mark Jeffrey Hancock, Other, 2010-09-03
P. Michael Gomez, Other, 2010-06-08
R Steven Geist, Officer, 2009-02-06

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Hedge Fund Popularity

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Hedge Fund Holdings

Filing Period:

Last updated on August 16, 2024, 3:46pm based on SEC 13F filings Last update: August 16, 2024, 3:46pm

No.	Hedge Fund	Shares	Value	Activity	% Port
1.	Saba Capital Boaz Weinstein	0	$0		0%

Insider Trading: Purchases See All

Insider	Price	Amount	Total Value	Remaining Holdings	Date	Form 4
Brown Director	$40.28	372	$14,984.16	373	2024-02-01	Filing
Brown Director	$40.29	1	$40.29	1	2024-02-01	Filing
Selmo Officer	$37.82	400	$15,128.00	5,187	2023-06-01	Filing
Lipson Director	$37.90	1,315	$49,838.50	6,761	2023-06-01	Filing
Leggio Officer	$37.81	500	$18,905.00	4,500	2023-04-03	Filing

Insider Trading: Sales See All

Insider	Price	Amount	Total Value	Remaining Holdings	Date	Form 4
Brown Director	$40.27	1,650	$66,426.57	0	2024-02-01	Filing
Pisano Director	$35.76	750	$26,820.00	0	2019-09-09	Filing

Institutional Investors' Holdings

Filing Period: Filing is Ongoing

No.	Name	Shares	Value	% Port
1.	Dkm Wealth Management, Inc.	313,096	$14,393,004	9.41%
2.	D.a. Davidson & Co.	166,920	$7,673,337	0.04%
3.	Shaker Financial Services, Llc	153,966	$7,077,818	2.22%
4.	Diversified Management Inc	121,285	$5,575,471	1.19%
5.	Mesirow Financial Investment Management, Inc.	75,409	$3,466,524	0.05%

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Source Capital (SOR)

Insider Roster

Hedge Fund Popularity

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