Source Capital /DE/ SEC filings SOR
Source Capital /DE/ has 589 filings in SEC EDGAR's recent list, going back to Nov 16, 1995. The most recent current report (Form 8-K) was filed on Mar 27, 2026 (other events). The company's fiscal year ends on December 31.
| Form | Description | Filed | Period |
|---|---|---|---|
| N-CSRS | Filing | Sep 8, 2026 | Jun 30, 2026 |
| NPORT-P | Filing | Aug 26, 2026 | Jun 30, 2026 |
| N-PX | Filing | Aug 25, 2026 | Jun 30, 2026 |
| N-2 | Filing | Jun 10, 2026 | — |
| NPORT-P | Filing | May 22, 2026 | Mar 31, 2026 |
| 5 | Annual insider ownership | Apr 30, 2026 | Dec 31, 2025 |
| 40-APP | Filing | Apr 21, 2026 | — |
| DEF 14A | Proxy statement | Apr 7, 2026 | May 29, 2026 |
| 8-K |
Current report
Other events
|
Mar 27, 2026 | Mar 27, 2026 |
| N-CEN | Filing | Mar 13, 2026 | Dec 31, 2025 |
| N-CSR | Filing | Mar 9, 2026 | Dec 31, 2025 |
| NPORT-P | Filing | Mar 2, 2026 | Dec 31, 2025 |
| 5 | Annual insider ownership | Feb 17, 2026 | Dec 31, 2025 |
| 8-K |
Current report
Other events
|
Jan 30, 2026 | Jan 30, 2026 |
| 8-K |
Current report
Other events
|
Jan 29, 2026 | Jan 28, 2026 |
| 40-17G | Filing | Dec 17, 2025 | — |
| NPORT-P | Filing | Nov 25, 2025 | Sep 30, 2025 |
| N-CSRS | Filing | Sep 8, 2025 | Jun 30, 2025 |
| NPORT-P | Filing | Aug 27, 2025 | Jun 30, 2025 |
| 40-APP | Filing | Aug 21, 2025 | — |
| N-PX | Filing | Aug 20, 2025 | Jun 30, 2025 |
| NPORT-P | Filing | May 29, 2025 | Mar 31, 2025 |
| DEF 14A | Proxy statement | Apr 7, 2025 | May 30, 2025 |
| N-CSR/A | Filing | Mar 26, 2025 | Dec 31, 2024 |
| POS EX | Filing | Mar 18, 2025 | — |
| N-CEN | Filing | Mar 12, 2025 | Dec 31, 2024 |
| N-CSR | Filing | Mar 7, 2025 | Dec 31, 2024 |
| NPORT-P | Filing | Feb 28, 2025 | Dec 31, 2024 |
| 425 | Filing | Feb 5, 2025 | — |
| 425 | Filing | Jan 24, 2025 | — |
| N-8A/A | Form n-8a/a | Dec 30, 2024 | — |
| NPORT-P | Filing | Nov 25, 2024 | Sep 30, 2024 |
| 8-K |
Current report
Other events
|
Nov 19, 2024 | Nov 19, 2024 |
| N-CSRS | Filing | Sep 6, 2024 | Jun 30, 2024 |
| NPORT-P | Filing | Aug 29, 2024 | Jun 30, 2024 |
| N-PX | Filing | Aug 23, 2024 | Jun 30, 2024 |
| DEFA14A | Additional proxy material | Jun 28, 2024 | — |
| DEFA14A | Additional proxy material | Jun 25, 2024 | — |
| DEFA14A | Additional proxy material | Jun 12, 2024 | — |
| DEFA14A | Additional proxy material | Jun 5, 2024 | — |
| DEFA14A | Additional proxy material | May 30, 2024 | — |
| NPORT-P | Filing | May 29, 2024 | Mar 31, 2024 |
| DEFA14A | Additional proxy material | May 9, 2024 | — |
| DEF 14A | Proxy statement | Apr 19, 2024 | May 30, 2024 |
| CORRESP | Letter to the SEC | Apr 18, 2024 | — |
| PRE 14A | Preliminary proxy statement | Apr 2, 2024 | May 30, 2024 |
| N-CEN | Filing | Mar 13, 2024 | Dec 31, 2023 |
| N-CSR | Filing | Mar 8, 2024 | Dec 31, 2023 |
| NPORT-P | Filing | Feb 29, 2024 | Dec 31, 2023 |
| 40-17G | Filing | Feb 15, 2024 | — |
| 5 | Annual insider ownership | Feb 14, 2024 | Dec 31, 2023 |
| 5 | Annual insider ownership | Feb 14, 2024 | Dec 31, 2023 |
| 4 | Insider transaction | Feb 5, 2024 | Feb 1, 2024 |
| 144 | Notice of proposed sale | Feb 1, 2024 | — |
| 144 | Notice of proposed sale | Feb 1, 2024 | — |
| 8-K |
Current report
Other events
|
Jan 2, 2024 | Jan 2, 2024 |
| NPORT-P | Filing | Nov 29, 2023 | Sep 30, 2023 |
| N-CSRS | Filing | Sep 8, 2023 | Jun 30, 2023 |
| NPORT-P | Filing | Aug 29, 2023 | Jun 30, 2023 |
| N-PX | Filing | Aug 24, 2023 | Jun 30, 2023 |
| 3/A | Ownership document | Aug 7, 2023 | Jul 28, 2023 |
| 3 | Initial insider ownership | Aug 7, 2023 | Jul 28, 2023 |
| 3 | Initial insider ownership | Aug 7, 2023 | Jul 28, 2023 |
| 3 | Initial insider ownership | Aug 7, 2023 | Jul 28, 2023 |
| 3 | Initial insider ownership | Aug 7, 2023 | Jul 28, 2023 |
| 3 | Initial insider ownership | Aug 7, 2023 | Jul 28, 2023 |
| 3 | Initial insider ownership | Aug 7, 2023 | Jul 28, 2023 |
| 3 | Initial insider ownership | Aug 7, 2023 | Jul 28, 2023 |
| 3 | Initial insider ownership | Jul 7, 2023 | Jun 20, 2023 |
| 3 | Initial insider ownership | Jun 29, 2023 | Jun 20, 2023 |
| N-CSR/A | Filing | Jun 15, 2023 | Dec 31, 2022 |
| 4 | Insider transaction | Jun 5, 2023 | Jun 1, 2023 |
| 4 | Insider transaction | Jun 2, 2023 | Jun 1, 2023 |
| NPORT-P | Filing | May 30, 2023 | Mar 31, 2023 |
| DEFA14A | Additional proxy material | May 26, 2023 | — |
| DEFA14A | Additional proxy material | May 17, 2023 | — |
| DEFA14A | Additional proxy material | May 9, 2023 | — |
| DEFR14A | Filing | Apr 19, 2023 | — |
| DEF 14A | Proxy statement | Apr 17, 2023 | Jun 1, 2023 |
| CORRESP | Letter to the SEC | Apr 14, 2023 | — |
| 4 | Insider transaction | Apr 5, 2023 | Apr 3, 2023 |
| PRE 14A | Preliminary proxy statement | Mar 31, 2023 | Jun 1, 2023 |
| N-CEN | Filing | Mar 13, 2023 | Dec 31, 2022 |
| N-CSR | Filing | Mar 10, 2023 | Dec 31, 2022 |
| NPORT-P | Filing | Feb 28, 2023 | Dec 31, 2022 |
| 497AD | Filing | Feb 23, 2023 | — |
| SC 13G/A | Amended ownership over 5% (passive) | Feb 14, 2023 | — |
| NPORT-P | Filing | Nov 29, 2022 | Sep 30, 2022 |
| 4 | Insider transaction | Oct 5, 2022 | Oct 3, 2022 |
| CORRESP | Letter to the SEC | Sep 12, 2022 | — |
| N-CSR/A | Filing | Sep 8, 2022 | Dec 31, 2021 |
| N-CSRS | Filing | Sep 7, 2022 | Jun 30, 2022 |
| NPORT-P | Filing | Aug 29, 2022 | Jun 30, 2022 |
| N-PX | Filing | Aug 23, 2022 | Jun 30, 2022 |
| 5 | Annual insider ownership | Aug 15, 2022 | Dec 31, 2021 |
| 5 | Annual insider ownership | Aug 15, 2022 | Dec 31, 2021 |
| 5 | Annual insider ownership | Aug 15, 2022 | Dec 31, 2021 |
| 4 | Insider transaction | Jul 1, 2022 | Jul 1, 2022 |
| 3 | Initial insider ownership | Jun 10, 2022 | Feb 14, 2022 |
| 4 | Insider transaction | Jun 3, 2022 | Jun 2, 2022 |
| NPORT-P | Filing | May 27, 2022 | Mar 31, 2022 |
| DEF 14A | Proxy statement | Mar 30, 2022 | May 9, 2022 |
| N-CEN | Filing | Mar 11, 2022 | Dec 31, 2021 |
| N-CSR | Filing | Mar 10, 2022 | Dec 31, 2021 |
| 497AD | Filing | Mar 4, 2022 | — |
| 497AD | Filing | Mar 2, 2022 | — |
| NPORT-P | Filing | Feb 24, 2022 | Dec 31, 2021 |
| SC 13G/A | Amended ownership over 5% (passive) | Feb 14, 2022 | — |
| 40-17G | Filing | Feb 3, 2022 | — |
| 4 | Insider transaction | Feb 2, 2022 | Feb 1, 2022 |
| NPORT-P | Filing | Nov 24, 2021 | Sep 30, 2021 |
| N-CSRS | Filing | Sep 10, 2021 | Jun 30, 2021 |
| N-PX | Filing | Aug 30, 2021 | Jun 30, 2021 |
| NPORT-P | Filing | Aug 26, 2021 | Jun 30, 2021 |
| 4/A | Ownership document | Jul 15, 2021 | Sep 30, 2020 |
| 4 | Insider transaction | Jul 2, 2021 | Jul 1, 2021 |
| 4 | Insider transaction | Jun 3, 2021 | Jun 2, 2021 |
| 4 | Insider transaction | Jun 3, 2021 | Jun 1, 2021 |
| 4 | Insider transaction | Jun 2, 2021 | Jun 1, 2021 |
| 4 | Insider transaction | Jun 2, 2021 | Jun 1, 2021 |
| 4 | Insider transaction | Jun 2, 2021 | Sep 18, 2020 |
| 4 | Insider transaction | Jun 2, 2021 | Mar 19, 2020 |
| 4 | Insider transaction | Jun 2, 2021 | Oct 7, 2019 |
| NPORT-P | Filing | May 28, 2021 | Mar 31, 2021 |
| DEF 14A | Proxy statement | Mar 31, 2021 | May 10, 2021 |
| 497AD | Filing | Mar 25, 2021 | — |
| N-CEN | Filing | Mar 12, 2021 | Dec 31, 2020 |
| N-CSR | Filing | Mar 9, 2021 | Dec 31, 2020 |
| SC 13G/A | Amended ownership over 5% (passive) | Feb 12, 2021 | — |
| NPORT-P | Filing | Feb 10, 2021 | Dec 31, 2020 |
| 40-17G | Filing | Jan 27, 2021 | — |
| NPORT-P | Filing | Nov 27, 2020 | Sep 30, 2020 |
| 4 | Insider transaction | Oct 5, 2020 | Oct 2, 2020 |
| 4 | Insider transaction | Oct 2, 2020 | Oct 1, 2020 |
| 4 | Insider transaction | Oct 2, 2020 | Oct 1, 2020 |
| 4 | Insider transaction | Oct 2, 2020 | Oct 1, 2020 |
| 4 | Insider transaction | Oct 1, 2020 | Sep 30, 2020 |
| 4 | Insider transaction | Oct 1, 2020 | Sep 30, 2020 |
| 4 | Insider transaction | Sep 30, 2020 | Sep 29, 2020 |
| 4 | Insider transaction | Sep 30, 2020 | Sep 29, 2020 |
| 4 | Insider transaction | Sep 30, 2020 | Sep 28, 2020 |
| 4 | Insider transaction | Sep 30, 2020 | Sep 29, 2020 |
| 4 | Insider transaction | Sep 29, 2020 | Sep 28, 2020 |
| 4 | Insider transaction | Sep 29, 2020 | Sep 28, 2020 |
| 4 | Insider transaction | Sep 28, 2020 | Sep 25, 2020 |
| 4 | Insider transaction | Sep 28, 2020 | Sep 25, 2020 |
| 4 | Insider transaction | Sep 28, 2020 | Sep 24, 2020 |
| 4 | Insider transaction | Sep 24, 2020 | Sep 23, 2020 |
| 4 | Insider transaction | Sep 23, 2020 | Sep 22, 2020 |
| 4 | Insider transaction | Sep 23, 2020 | Sep 21, 2020 |
| 4 | Insider transaction | Sep 22, 2020 | Sep 18, 2020 |
| 4 | Insider transaction | Sep 21, 2020 | Sep 17, 2020 |
| 4 | Insider transaction | Sep 17, 2020 | Sep 17, 2020 |
| N-CSRS | Filing | Sep 4, 2020 | Jun 30, 2020 |
| NPORT-P | Filing | Aug 25, 2020 | Jun 30, 2020 |
| N-PX | Filing | Aug 7, 2020 | Jun 30, 2020 |
| SC 13G | Ownership over 5% (passive) | Jul 24, 2020 | — |
| 4 | Insider transaction | Jun 8, 2020 | Jun 5, 2020 |
| 4 | Insider transaction | Jun 8, 2020 | Sep 9, 2019 |
| NPORT-P | Filing | May 29, 2020 | Mar 31, 2020 |
| 4 | Insider transaction | Mar 26, 2020 | Mar 24, 2020 |
| 4 | Insider transaction | Mar 18, 2020 | Mar 16, 2020 |
| DEF 14A | Proxy statement | Mar 18, 2020 | May 11, 2020 |
| CORRESP | Letter to the SEC | Mar 17, 2020 | — |
| 4 | Insider transaction | Mar 17, 2020 | Mar 13, 2020 |
| 4 | Insider transaction | Mar 17, 2020 | Mar 13, 2020 |
| N-CSR | Filing | Mar 10, 2020 | Dec 31, 2019 |
| N-CEN | Filing | Mar 9, 2020 | Dec 31, 2019 |
| PRE 14A | Preliminary proxy statement | Mar 2, 2020 | May 11, 2020 |
| 40-17G | Filing | Feb 20, 2020 | — |
| NPORT-P | Filing | Feb 10, 2020 | Dec 31, 2019 |
| NPORT-P | Filing | Nov 27, 2019 | Sep 30, 2019 |
| 4 | Insider transaction | Oct 11, 2019 | Oct 8, 2019 |
| 4 | Insider transaction | Oct 9, 2019 | Oct 7, 2019 |
| 4 | Insider transaction | Oct 8, 2019 | Oct 7, 2019 |
| N-2/A | Filing | Sep 13, 2019 | — |
| 497AD | Filing | Sep 12, 2019 | — |
| 497AD | Filing | Sep 6, 2019 | — |
| N-2/A | Filing | Sep 6, 2019 | — |
| N-CSRS | Filing | Aug 29, 2019 | Jun 30, 2019 |
| N-2/A | Filing | Aug 28, 2019 | — |
| N-PX | Filing | Aug 8, 2019 | Jun 30, 2019 |
| N-2 | Filing | Jul 19, 2019 | — |
| NPORT-EX | Filing | May 30, 2019 | Mar 31, 2019 |
| 5 | Annual insider ownership | May 13, 2019 | Dec 31, 2018 |
| DEF 14A | Proxy statement | Apr 3, 2019 | May 13, 2019 |
| N-CEN | Filing | Mar 13, 2019 | Dec 31, 2018 |
| N-CSR | Filing | Mar 8, 2019 | Dec 31, 2018 |
| 3 | Initial insider ownership | Jan 23, 2019 | Jan 1, 2019 |
| 40-17G | Filing | Jan 3, 2019 | — |
| N-Q | Filing | Nov 29, 2018 | Sep 30, 2018 |
| 40-17G | Filing | Sep 21, 2018 | — |
| 40-17G/A | Filing | Sep 21, 2018 | — |
| N-CSRS | Filing | Sep 6, 2018 | Jun 30, 2018 |
| N-PX | Filing | Aug 6, 2018 | Jun 30, 2018 |
| N-Q | Filing | May 30, 2018 | Mar 31, 2018 |
| NSAR-B/A | Answer file | Apr 5, 2018 | Dec 31, 2017 |
| DEFR14A | Definitive revised proxy soliciting materials | Apr 3, 2018 | — |
| DEF 14A | Proxy statement | Apr 3, 2018 | May 14, 2018 |
| N-CSR | Filing | Mar 6, 2018 | Dec 31, 2017 |
Showing 200 filings, the most recent 200. Main filings leave out insider and ownership forms such as Form 4; choose a type above to see them. Each form opens on SEC.gov. Older filings are on SEC EDGAR.
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Company profile
- Listed as
- SOR (NYSE)
- Fiscal year ends
- December 31
- Incorporated in
- DE
- Headquarters
- Milwaukee, WI
- SEC CIK
- 91847
- Former names
- SOURCE CAPITAL INC /DE/ (until Jan 24, 2025)
Source: SEC EDGAR filings. This is company-reported data, not investment advice.