Source Capital, Inc. (SOR) has 20 known insider and institutional holders on record. The largest holder is ROMICK STEVEN T with 29,076 shares. Other notable holders include ATWOOD J RICHARD and REES DAVID.
Over the last 12 months, insiders have made 1 transactions in SOR stock — 0 buys (valued at RSU Award) and 0 sells (valued at RSU Award).
SOR Insider Ownership
Top Holder
ROMICK STEVEN T
29,076 shares
Buys (12 mo)
0
$0.00 value
Sells (12 mo)
0
$0.00 value
12-Month Transaction Activity
Top Insider Holders
| # |
Name |
Role |
Shares Owned |
Last Filed |
Relative Size |
| 1 |
Romick Steven T |
VP & Portfolio Manager |
29,076 |
2020-09-28 |
|
| 2 |
Atwood J Richard |
President |
27,880 |
2020-10-01 |
|
| 3 |
Rees David |
Director |
10,069 |
2013-10-23 |
|
| 4 |
Atteberry Thomas H |
VP & Portfolio Manager |
9,044 |
2020-10-05 |
|
| 5 |
Oneil Stephen W |
Officer |
7,500 |
2011-06-28 |
|
| 6 |
Lipson Mark L. |
Director |
6,761 |
2023-06-02 |
|
| 7 |
Selmo Brian A. |
VP & Portfolio Manager |
5,187 |
2023-06-05 |
|
| 8 |
Landecker Mark |
VP & Portfolio Manager |
5,000 |
2021-07-15 |
|
| 9 |
Leggio Ryan A. |
Vice President - Strategy |
4,500 |
2023-04-05 |
|
| 10 |
Sheehan Lawrence J |
Director |
4,436 |
2009-02-06 |
|
| 11 |
Osborne Alfred E Jr |
Director |
2,410 |
2021-07-02 |
|
| 12 |
Ende Eric S |
President & CIO |
1,850 |
2012-11-19 |
|
| 13 |
Rudnick Allan M |
Director |
1,800 |
2014-02-24 |
|
| 14 |
Brown Sandra |
Director |
1,282 |
2021-06-02 |
|
| 15 |
Altman Willard H Jr |
Director |
1,193 |
2014-02-14 |
|
| 16 |
Herr Gregory A |
Officer |
809 |
2008-11-24 |
|
| 17 |
Pisano A Robert |
Director |
750 |
2020-06-08 |
|
| 18 |
Setzler Edwin Lake Iii |
Treasurer |
642 |
2016-04-08 |
|
| 19 |
Geist Steven R |
Executive VP and Portfolio Mgr |
500 |
2009-02-06 |
|
| 20 |
Patwardhan Abhijeet V. |
Vice President |
395 |
2017-10-04 |
|
Recent Transactions (last 12 months)
| Date |
Name |
Role |
Type |
Shares |
Price |
Value |
| 2025-12-31 |
Richards Karen E |
Officer |
Unknown |
- |
- |
- |
