SOR (Source Capital)
Insider Trading Activity
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.
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.
| Filed | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| 2024-02-05 | Sandra Brown | Director | MIXED | — | — |
| 2023-06-05 | Brian A. Selmo | VP & Portfolio Manager | Buy | — | — |
| 2023-06-02 | Mark L. Lipson | Director | Buy | — | — |
| 2023-04-05 | RYAN A. LEGGIO | Vice President - Strategy | Buy | — | — |
| 2022-10-05 | Mark L. Lipson | Director | Buy | — | — |
| 2022-07-01 | Mark L. Lipson | Director | Buy | — | — |
| 2022-06-03 | RYAN A. LEGGIO | Vice President - Strategy | Buy | — | — |
| 2022-02-02 | RYAN A. LEGGIO | Vice President - Strategy | Buy | — | — |
| 2021-07-15 | Mark Landecker | VP & Portfolio Manager | A | — | — |
| 2021-07-02 | ALFRED E OSBORNE JR | Director | Buy | — | — |
| 2021-06-03 | RYAN A. LEGGIO | Vice President - Strategy | Buy | — | — |
| 2021-06-03 | RYAN A. LEGGIO | Vice President - Strategy | Buy | — | — |
| 2021-06-02 | RYAN A. LEGGIO | — | Buy | — | — |
| 2021-06-02 | RYAN A. LEGGIO | Vice President - Strategy | Buy | — | — |
| 2021-06-02 | Sandra Brown | Director | Buy | — | — |
| 2021-06-02 | RYAN A. LEGGIO | — | Buy | — | — |
| 2021-06-02 | RYAN A. LEGGIO | — | Buy | — | — |
| 2020-10-05 | THOMAS H ATTEBERRY | VP & Portfolio Manager | Buy | — | — |
| 2020-10-02 | Mark L. Lipson | Director | Buy | — | — |
| 2020-10-02 | Brian A. Selmo | VP & Portfolio Manager | Buy | — | — |
| 2020-10-02 | THOMAS H ATTEBERRY | VP & Portfolio Manager | Buy | — | — |
| 2020-10-01 | J RICHARD ATWOOD | President | Buy | — | — |
| 2020-10-01 | Mark Landecker | VP & Portfolio Manager | Buy | — | — |
| 2020-09-30 | Brian A. Selmo | VP & Portfolio Manager | Buy | — | — |
| 2020-09-30 | J RICHARD ATWOOD | President | Buy | — | — |
| 2020-09-30 | THOMAS H ATTEBERRY | VP & Portfolio Manager | Buy | — | — |
| 2020-09-30 | Brian A. Selmo | VP & Portfolio Manager | Buy | — | — |
| 2020-09-29 | J RICHARD ATWOOD | President | Buy | — | — |
| 2020-09-29 | ALFRED E OSBORNE JR | Director | Buy | — | — |
| 2020-09-28 | J RICHARD ATWOOD | President | Buy | — | — |
| 2020-09-28 | THOMAS H ATTEBERRY | VP & Portfolio Manager | Buy | — | — |
| 2020-09-28 | STEVEN T ROMICK | VP & Portfolio Manager | Buy | — | — |
| 2020-09-24 | STEVEN T ROMICK | VP & Portfolio Manager | Buy | — | — |
| 2020-09-23 | STEVEN T ROMICK | VP & Portfolio Manager | Buy | — | — |
| 2020-09-23 | J RICHARD ATWOOD | President | Buy | — | — |
| 2020-09-22 | STEVEN T ROMICK | VP & Portfolio Manager | Buy | — | — |
| 2020-09-21 | STEVEN T ROMICK | VP & Portfolio Manager | Buy | — | — |
| 2020-09-17 | Sandra Brown | Director | Buy | — | — |
| 2020-06-08 | A ROBERT PISANO | Director | Sell | — | — |
| 2020-06-08 | A ROBERT PISANO | Director | Buy | — | — |
| 2020-03-26 | STEVEN T ROMICK | VP & Portfolio Manager | Buy | — | — |
| 2020-03-18 | STEVEN T ROMICK | VP & Portfolio Manager | Buy | — | — |
| 2020-03-17 | Brian A. Selmo | VP & Portfolio Manager | Buy | — | — |
| 2020-03-17 | STEVEN T ROMICK | VP & Portfolio Manager | Buy | — | — |
| 2019-10-11 | STEVEN T ROMICK | VP & Portfolio Manager | Buy | — | — |
| 2019-10-09 | STEVEN T ROMICK | VP & Portfolio Manager | Buy | — | — |
| 2019-10-08 | Sandra Brown | Director | Buy | — | — |
| 2017-10-19 | Mark L. Lipson | Director | Buy | — | — |
| 2017-10-04 | ABHIJEET V. PATWARDHAN | Vice President | Buy | — | — |
| 2017-10-04 | THOMAS H ATTEBERRY | Vice President | Buy | — | — |
| Insider | Role | Shares Held | Value |
|---|---|---|---|
| — | VP & Portfolio Manager | 29,076 | — |
| — | President | 27,879 | — |
| — | Director | 10,069 | — |
| — | VP & Portfolio Manager | 9,044 | — |
| — | — | 7,500 | — |
| — | Director | 6,761 | — |
| — | President & CIO | 6,422 | — |
| — | VP & Portfolio Manager | 5,187 | — |
| — | VP & Portfolio Manager | 5,000 | — |
| — | Vice President - Strategy | 4,500 | — |
| — | Director | 2,410 | — |
| — | Director | 2,300 | — |
| — | Director | 1,012 | — |
| — | — | 958 | — |
| — | Director | 750 | — |
| — | Treasurer | 642 | — |
| — | Vice President | 395 | — |
| — | Director | 373 | — |
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.