SOR · Insider Trading

Source Capital

Every open-market purchase and sale reported by SOR officers, directors and 10%+ beneficial owners on SEC Form 4, which must be filed within two business days of the transaction. Sales often reflect scheduled 10b5-1 plans or tax withholding rather than a directional view, so read counts alongside the size and the filer.

Form 4 Filings
50
most recent
Open-Market Buys
47
code P
Sales
1
code S
Reporting Insiders
0
current holders
SOR — Recent Form 4 Transactions (latest 2024-02-05)
FiledInsiderRole TypeSharesValue
2024-02-05 Sandra Brown Director MIXED −1,276 −$51.40K
2023-06-05 Brian A. Selmo VP & Portfolio Manager Buy +400 +$15.13K
2023-06-02 Mark L. Lipson Director Buy +1,315 +$49.84K
2023-04-05 Ryan A. Leggio Vice President - Strategy Buy +500 +$18.91K
2022-10-05 Mark L. Lipson Director Buy +1,400 +$49.89K
2022-07-01 Mark L. Lipson Director Buy +1,325 +$50.13K
2022-06-03 Ryan A. Leggio Vice President - Strategy Buy +1,000 +$39.55K
2022-02-02 Ryan A. Leggio Vice President - Strategy Buy +300 +$12.81K
2021-07-15 Mark Landecker VP & Portfolio Manager A +5,000 +$186.85K
2021-07-02 Alfred E Osborne Jr Director Buy +1,410 +$64.54K
2021-06-03 Ryan A. Leggio Vice President - Strategy Buy +571 +$26.04K
2021-06-03 Ryan A. Leggio Vice President - Strategy Buy +1,000 +$45.59K
2021-06-02 Ryan A. Leggio — Buy +150 +$5.54K
2021-06-02 Ryan A. Leggio Vice President - Strategy Buy +429 +$19.55K
2021-06-02 Sandra Brown Director Buy +600 +$27.42K
2021-06-02 Ryan A. Leggio — Buy +250 +$9.03K
2021-06-02 Ryan A. Leggio — Buy +300 +$7.93K
2020-10-05 Thomas H Atteberry VP & Portfolio Manager Buy +919 +$33.93K
2020-10-02 Mark L. Lipson Director Buy +1,401 +$51.98K
2020-10-02 Brian A. Selmo VP & Portfolio Manager Buy +395 +$14.58K
2020-10-02 Thomas H Atteberry VP & Portfolio Manager Buy +1,725 +$63.84K
2020-10-01 J Richard Atwood President Buy +2,000 +$74.50K
2020-10-01 Mark Landecker VP & Portfolio Manager Buy +3,000 +$112.11K
2020-09-30 Brian A. Selmo VP & Portfolio Manager Buy +875 +$31.94K
2020-09-30 J Richard Atwood President Buy +105 +$3.83K
2020-09-30 Thomas H Atteberry VP & Portfolio Manager Buy +1,800 +$65.70K
2020-09-30 Brian A. Selmo VP & Portfolio Manager Buy +587 +$21.43K
2020-09-29 J Richard Atwood President Buy +1,000 +$36.75K
2020-09-29 Alfred E Osborne Jr Director Buy +750 +$27.66K
2020-09-28 J Richard Atwood President Buy +1,100 +$39.46K
2020-09-28 Thomas H Atteberry VP & Portfolio Manager Buy +100 +$3.60K
2020-09-28 Steven T Romick VP & Portfolio Manager Buy +2,000 +$72.48K
2020-09-24 Steven T Romick VP & Portfolio Manager Buy +225 +$8.23K
2020-09-23 Steven T Romick VP & Portfolio Manager Buy +1,292 +$46.96K
2020-09-23 J Richard Atwood President Buy +2,000 +$72.35K
2020-09-22 Steven T Romick VP & Portfolio Manager Buy +2,000 +$73.94K
2020-09-21 Steven T Romick VP & Portfolio Manager Buy +809 +$29.92K
2020-09-17 Sandra Brown Director Buy +265 +$9.93K
2020-06-08 A Robert Pisano Director Sell −750 −$26.82K
2020-06-08 A Robert Pisano Director Buy +750 +$26.05K
2020-03-26 Steven T Romick VP & Portfolio Manager Buy +1,750 +$49.98K
2020-03-18 Steven T Romick VP & Portfolio Manager Buy +5,686 +$164.31K
2020-03-17 Brian A. Selmo VP & Portfolio Manager Buy +4,200 +$129.61K
2020-03-17 Steven T Romick VP & Portfolio Manager Buy +7,114 +$220.70K
2019-10-11 Steven T Romick VP & Portfolio Manager Buy +6,535 +$234.72K
2019-10-09 Steven T Romick VP & Portfolio Manager Buy +1,665 +$59.90K
2019-10-08 Sandra Brown Director Buy +417 +$15.05K
2017-10-19 Mark L. Lipson Director Buy +610 +$24.97K
2017-10-04 Abhijeet V. Patwardhan Vice President Buy +270 +$10.90K
2017-10-04 Thomas H Atteberry Vice President Buy +1,000 +$40.41K
SOR Insider Trading FAQ
Who are the insiders at SOR?
No current Form 4 beneficial owners are on file for SOR.
Are SOR insiders buying or selling?
Across the 50 most recent Form 4 filings for SOR, 47 were open-market purchases (code P) and 1 were sales (code S). Sales frequently reflect scheduled 10b5-1 plans or tax withholding rather than a view on the stock.
How current is SOR insider data?
Form 4 must be filed within two business days of the transaction, so this is close to real time. The most recent SOR filing is dated 2024-02-05.
How to read Form 4 activity

Form 4 reports a change in beneficial ownership by an officer, director or 10%+ holder, and must be filed within two business days of the transaction — so this is close to real time, unlike the 45-day-lagged 13F institutional data.

Transaction codes matter more than the raw buy/sell count. Code P is an open-market purchase — an insider choosing to buy with their own money, which is the signal most research treats as informative. Code S is a sale, but sales are frequently pre-scheduled under a 10b5-1 plan or cover tax withholding on vesting equity, so a run of sales often says nothing directional. Codes A and M are grants and option exercises rather than open-market decisions.

Full filing history and per-insider positions are on the SOR quote page; the site-wide leaderboard is on the insider transactions hub.

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.