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 |
|---|---|---|---|
| 5 | Annual insider ownership | Apr 30, 2026 | Dec 31, 2025 |
| 5 | Annual insider ownership | Feb 17, 2026 | Dec 31, 2025 |
| 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 | — |
| 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 |
| 4 | Insider transaction | Jun 5, 2023 | Jun 1, 2023 |
| 4 | Insider transaction | Jun 2, 2023 | Jun 1, 2023 |
| 4 | Insider transaction | Apr 5, 2023 | Apr 3, 2023 |
| SC 13G/A | Amended ownership over 5% (passive) | Feb 14, 2023 | — |
| 4 | Insider transaction | Oct 5, 2022 | Oct 3, 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 |
| SC 13G/A | Amended ownership over 5% (passive) | Feb 14, 2022 | — |
| 4 | Insider transaction | Feb 2, 2022 | Feb 1, 2022 |
| 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 |
| SC 13G/A | Amended ownership over 5% (passive) | Feb 12, 2021 | — |
| 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 |
| 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 |
| 4 | Insider transaction | Mar 26, 2020 | Mar 24, 2020 |
| 4 | Insider transaction | Mar 18, 2020 | Mar 16, 2020 |
| 4 | Insider transaction | Mar 17, 2020 | Mar 13, 2020 |
| 4 | Insider transaction | Mar 17, 2020 | Mar 13, 2020 |
| 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 |
| 5 | Annual insider ownership | May 13, 2019 | Dec 31, 2018 |
| 3 | Initial insider ownership | Jan 23, 2019 | Jan 1, 2019 |
| SC 13G/A | Amended ownership over 5% (passive) | Jan 31, 2018 | — |
| 5 | Annual insider ownership | Jan 30, 2018 | Dec 31, 2017 |
| 4 | Insider transaction | Oct 19, 2017 | Oct 18, 2017 |
| 4 | Insider transaction | Oct 4, 2017 | Oct 3, 2017 |
| 4 | Insider transaction | Oct 4, 2017 | Oct 3, 2017 |
| 4 | Insider transaction | Oct 3, 2017 | Oct 2, 2017 |
| 4 | Insider transaction | Sep 28, 2017 | Sep 26, 2017 |
| 4 | Insider transaction | Sep 28, 2017 | Sep 26, 2017 |
| 3 | Initial insider ownership | Jun 8, 2017 | Apr 1, 2017 |
| SC 13G/A | Amended ownership over 5% (passive) | Jan 24, 2017 | — |
| 5 | Annual insider ownership | Jan 6, 2017 | Dec 31, 2016 |
| 5 | Annual insider ownership | Jan 6, 2017 | Dec 31, 2016 |
| 4 | Insider transaction | Dec 6, 2016 | Dec 5, 2016 |
| 3 | Initial insider ownership | Oct 3, 2016 | Oct 1, 2016 |
| 4 | Insider transaction | Apr 8, 2016 | Mar 15, 2016 |
| 3/A | Filing | Feb 16, 2016 | Dec 1, 2015 |
| 3/A | Filing | Feb 16, 2016 | Dec 1, 2015 |
| 3/A | Filing | Feb 16, 2016 | Dec 1, 2015 |
| 3/A | Filing | Feb 16, 2016 | Dec 1, 2015 |
| 3/A | Filing | Feb 16, 2016 | Dec 1, 2015 |
| 5 | Annual insider ownership | Feb 12, 2016 | Dec 31, 2015 |
| 5 | Annual insider ownership | Feb 12, 2016 | Dec 31, 2015 |
| 5 | Annual insider ownership | Feb 12, 2016 | Dec 31, 2015 |
| 5 | Annual insider ownership | Feb 12, 2016 | Dec 31, 2015 |
| SC 13G/A | Amended ownership over 5% (passive) | Jan 27, 2016 | — |
| 3 | Initial insider ownership | Oct 2, 2015 | Oct 1, 2015 |
| 3 | Initial insider ownership | May 15, 2015 | May 11, 2015 |
| 3 | Initial insider ownership | May 15, 2015 | May 11, 2015 |
| 3 | Initial insider ownership | Mar 18, 2015 | Mar 9, 2015 |
| 5 | Annual insider ownership | Jan 20, 2015 | Dec 31, 2014 |
| 5 | Annual insider ownership | Jan 20, 2015 | Dec 31, 2014 |
| 5 | Annual insider ownership | Jan 20, 2015 | Dec 31, 2014 |
| 5 | Annual insider ownership | Jan 20, 2015 | Dec 31, 2014 |
| SC 13G/A | Amended ownership over 5% (passive) | Jan 14, 2015 | — |
| 3 | Initial insider ownership | Jul 11, 2014 | Jun 30, 2014 |
| 4 | Insider transaction | Jun 11, 2014 | Jun 9, 2014 |
| 4 | Insider transaction | May 14, 2014 | May 12, 2014 |
| 4 | Insider transaction | Feb 24, 2014 | Feb 11, 2014 |
| 5 | Annual insider ownership | Feb 14, 2014 | Dec 31, 2013 |
| 5 | Annual insider ownership | Feb 14, 2014 | Dec 31, 2013 |
| 5 | Annual insider ownership | Feb 14, 2014 | Dec 31, 2013 |
| 5 | Annual insider ownership | Feb 14, 2014 | Dec 31, 2013 |
| 5 | Annual insider ownership | Feb 14, 2014 | Dec 31, 2013 |
| SC 13G | Ownership over 5% (passive) | Jan 8, 2014 | — |
| 3 | Initial insider ownership | Nov 4, 2013 | Oct 28, 2013 |
| 4 | Insider transaction | Oct 24, 2013 | Oct 23, 2013 |
| 4 | Insider transaction | Oct 23, 2013 | Oct 21, 2013 |
| 5 | Annual insider ownership | Feb 14, 2013 | Dec 31, 2012 |
| 5 | Annual insider ownership | Feb 14, 2013 | Dec 31, 2012 |
| 5 | Annual insider ownership | Feb 14, 2013 | Dec 31, 2012 |
| 5 | Annual insider ownership | Feb 14, 2013 | Dec 31, 2012 |
| 5 | Annual insider ownership | Feb 14, 2013 | Dec 31, 2012 |
| 5 | Annual insider ownership | Feb 14, 2013 | Dec 31, 2012 |
| 4 | Insider transaction | Nov 19, 2012 | Nov 16, 2012 |
| 4 | Insider transaction | Oct 22, 2012 | Sep 18, 2012 |
| 4 | Insider transaction | Aug 22, 2012 | Aug 20, 2012 |
| 3 | Initial insider ownership | Jun 21, 2012 | Jun 12, 2012 |
| 3 | Initial insider ownership | May 11, 2012 | May 7, 2012 |
| 5 | Annual insider ownership | Feb 10, 2012 | Dec 31, 2011 |
| 5 | Annual insider ownership | Feb 10, 2012 | Dec 31, 2011 |
| 5 | Annual insider ownership | Feb 10, 2012 | Dec 31, 2011 |
| 5 | Annual insider ownership | Feb 10, 2012 | Dec 31, 2011 |
| 5 | Annual insider ownership | Feb 10, 2012 | Dec 31, 2011 |
| 5 | Annual insider ownership | Feb 10, 2012 | Dec 31, 2011 |
| 3 | Initial insider ownership | Feb 6, 2012 | Feb 1, 2012 |
| 3 | Initial insider ownership | Nov 1, 2011 | Oct 24, 2011 |
| 3 | Initial insider ownership | Sep 30, 2011 | Sep 23, 2011 |
| 3 | Initial insider ownership | Sep 30, 2011 | Sep 23, 2011 |
| 4 | Insider transaction | Aug 11, 2011 | Aug 10, 2011 |
| 4 | Insider transaction | Aug 4, 2011 | Aug 3, 2011 |
| 4 | Insider transaction | Jun 28, 2011 | Jun 24, 2011 |
| 3 | Initial insider ownership | Jun 8, 2011 | Apr 25, 2011 |
| 4 | Insider transaction | Jun 8, 2011 | Jun 6, 2011 |
| 5 | Annual insider ownership | Feb 11, 2011 | Dec 31, 2010 |
| 5 | Annual insider ownership | Feb 11, 2011 | Dec 31, 2010 |
| 5 | Annual insider ownership | Feb 11, 2011 | Dec 31, 2010 |
| 5 | Annual insider ownership | Feb 11, 2011 | Dec 31, 2010 |
| 5 | Annual insider ownership | Feb 11, 2011 | Dec 31, 2010 |
| 5 | Annual insider ownership | Feb 11, 2011 | Dec 31, 2010 |
| 5 | Annual insider ownership | Feb 11, 2011 | Dec 31, 2010 |
| 4 | Insider transaction | Jan 14, 2011 | Jan 12, 2011 |
| 3 | Initial insider ownership | Dec 14, 2010 | Dec 9, 2010 |
| 4 | Insider transaction | Oct 22, 2010 | Oct 21, 2010 |
| 3 | Initial insider ownership | Oct 14, 2010 | Oct 1, 2010 |
| 3 | Initial insider ownership | Sep 3, 2010 | Aug 9, 2010 |
| 4 | Insider transaction | Jul 2, 2010 | Jul 1, 2010 |
| 3 | Initial insider ownership | Jun 8, 2010 | Jun 2, 2010 |
| 3 | Initial insider ownership | Jun 7, 2010 | Jun 1, 2010 |
| 4 | Insider transaction | May 24, 2010 | May 20, 2010 |
| 3 | Initial insider ownership | May 10, 2010 | May 3, 2010 |
| 4 | Insider transaction | Apr 1, 2010 | Mar 30, 2010 |
| 4 | Insider transaction | Mar 26, 2010 | Mar 24, 2010 |
| 4 | Insider transaction | Feb 12, 2010 | Feb 11, 2010 |
| 5 | Annual insider ownership | Feb 11, 2010 | Dec 31, 2009 |
| 5 | Annual insider ownership | Feb 11, 2010 | Dec 31, 2009 |
| 5 | Annual insider ownership | Feb 11, 2010 | Dec 31, 2009 |
| 5 | Annual insider ownership | Feb 11, 2010 | Dec 31, 2009 |
| 5 | Annual insider ownership | Feb 11, 2010 | Dec 31, 2009 |
| 5 | Annual insider ownership | Feb 11, 2010 | Dec 31, 2009 |
| 3 | Initial insider ownership | Oct 30, 2009 | Oct 1, 2009 |
| 4 | Insider transaction | Oct 30, 2009 | Oct 28, 2009 |
| 4 | Insider transaction | Aug 21, 2009 | Aug 19, 2009 |
| 4 | Insider transaction | Mar 9, 2009 | Mar 6, 2009 |
| 5 | Annual insider ownership | Feb 6, 2009 | Dec 31, 2008 |
| 5 | Annual insider ownership | Feb 6, 2009 | Dec 31, 2008 |
| 5 | Annual insider ownership | Feb 6, 2009 | Dec 31, 2008 |
| 5 | Annual insider ownership | Feb 6, 2009 | Dec 31, 2008 |
| 5 | Annual insider ownership | Feb 6, 2009 | Dec 31, 2008 |
| 5 | Annual insider ownership | Feb 6, 2009 | Dec 31, 2008 |
| 5 | Annual insider ownership | Feb 6, 2009 | Dec 31, 2008 |
| 5 | Annual insider ownership | Feb 6, 2009 | Dec 31, 2008 |
| 5 | Annual insider ownership | Feb 6, 2009 | Dec 31, 2008 |
| 4 | Insider transaction | Nov 24, 2008 | Nov 20, 2008 |
| 4 | Insider transaction | Nov 24, 2008 | Nov 20, 2008 |
| 3 | Initial insider ownership | Nov 20, 2008 | Oct 1, 2008 |
| 4 | Insider transaction | Nov 20, 2008 | Nov 18, 2008 |
| 4 | Insider transaction | Oct 14, 2008 | Oct 10, 2008 |
| 4 | Insider transaction | Oct 8, 2008 | Oct 6, 2008 |
| 4 | Insider transaction | Oct 8, 2008 | Oct 6, 2008 |
| 4 | Insider transaction | Oct 6, 2008 | Oct 2, 2008 |
| 4 | Insider transaction | Sep 22, 2008 | Sep 18, 2008 |
| 4 | Insider transaction | Sep 22, 2008 | Sep 18, 2008 |
| 4 | Insider transaction | Sep 22, 2008 | Sep 18, 2008 |
| 4 | Insider transaction | Sep 5, 2008 | Sep 3, 2008 |
| 4 | Insider transaction | Jul 21, 2008 | Jul 17, 2008 |
| 4 | Insider transaction | Jul 8, 2008 | Jul 3, 2008 |
| 4 | Insider transaction | Jul 7, 2008 | Jul 2, 2008 |
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.
New to this? Read What Are SEC Filings? 10-K, 10-Q, 8-K and Other Forms Explained.
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.