List of insiders holdings for SOURCE CAPITAL INC:
- Shares directly owned by the insider.
- Shares indirectly owned by the insider.
- Total shares owned by the insider (sum of shares directly and indirectly owned).
- Total market value if available.
- Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
# | Insider Holder Name | Report Date Time |
Shares Owned Directly Indirectly |
Total Shares Owned |
Filing |
1 | ROMICK STEVEN T VP & Portfolio Manager |
2020-09-28 11:40:39 | 29,076 0 |
29,076 | Form 4 |
2 | ATWOOD J RICHARD President |
2020-10-01 08:54:05 | 27,880 0 |
27,880 | Form 4 |
3 | REES DAVID Director |
2013-10-23 09:23:27 | 0 10,069 |
10,069 | Form 4 |
4 | ONEIL STEPHEN W Officer of Inv co's inv adv |
2011-06-28 09:19:37 | 7,500 0 |
7,500 | Form 4 |
5 | ENDE ERIC S President & CIO |
2012-11-19 15:12:12 | 4,572 1,850 |
6,422 | Form 4 |
6 | SHEEHAN LAWRENCE J Director until May 3, 2010 Director |
2011-02-11 09:35:03 | 0 5,449 |
5,449 | Form 5 |
7 | Selmo Brian A. VP & Portfolio Manager |
2023-06-05 11:59:03 | 5,187 0 |
5,187 | Form 4 |
8 | Landecker Mark VP & Portfolio Manager |
2021-07-15 09:09:13 | 5,000 0 |
5,000 | Form 4/A |
9 | LEGGIO RYAN A. Vice President - Strategy |
2023-04-05 18:05:26 | 4,500 0 |
4,500 | Form 4 |
10 | SCHLOEMER PAUL G Director until May 7, 2012 Director |
2013-02-14 10:06:05 | 0 2,363 |
2,363 | Form 5 |
11 | RUDNICK ALLAN M Director |
2014-02-24 10:24:01 | 1,800 0 |
1,800 | Form 4 |
12 | HERR GREGORY A Officer of inv co inv adv |
2016-02-12 11:09:38 | 1,733 0 |
1,733 | Form 5 |
13 | ALTMAN WILLARD H JR Director until 5/6/13 Director |
2014-02-14 10:09:03 | 1,315 0 |
1,315 | Form 5 |
14 | Setzler Edwin Lake III Treasurer |
2016-04-08 16:44:58 | 958.29 0 |
958.29 | Form 4 |
15 | GEIST STEVEN R Executive VP and Portfolio Mgr |
2009-02-06 10:48:45 | 900 0 |
900 | Form 5 |
16 | PATWARDHAN ABHIJEET V. Vice President |
2017-10-04 09:47:21 | 395 0 |
395 | Form 4 |
17 | Brown Sandra Director |
2024-02-05 14:49:19 | 373 0 |
373 | Form 4 |
18 | Drake Diane J Secretary |
2023-08-07 16:21:26 | 0 0 |
0 | Form 3 |
19 | OSBORNE ALFRED E JR Director |
2024-02-14 16:49:46 | 0 0 |
0 | Form 5 |
20 | Weiner Leora R Chief Compliance Officer |
2018-01-30 20:27:15 | 0 0 |
0 | Form 5 |
21 | Richards Karen E Chief Compliance Officer |
2019-01-23 15:22:42 | 0 0 |
0 | Form 3 |
22 | Hayes Francine Sophia Secretary |
2019-05-13 15:30:39 | 0 0 |
0 | Form 5 |
23 | MANN JULIAN Officer of inv cos inv adv |
2004-02-17 11:13:32 | 0 0 |
0 | Form 3 |
24 | Lipson Mark L. Director |
2024-02-14 16:47:54 | 0 0 |
0 | Form 5 |
25 | Quill Maureen A President - See Remarks |
2023-08-07 18:28:01 | 0 0 |
0 | Form 3/A |
26 | Dziura Martin Chief Compliance Officer |
2023-08-07 16:29:19 | 0 0 |
0 | Form 3 |
27 | Zader John P Director |
2023-07-07 17:48:02 | 0 0 |
0 | Form 3 |
28 | Centurioni Amy Assistant Secretary |
2023-08-07 16:17:58 | 0 0 |
0 | Form 3 |
29 | Bauer Korey Vice President |
2023-08-07 16:16:31 | 0 0 |
0 | Form 3 |
30 | Phan Lyna Assistant Treasurer |
2023-08-07 16:14:19 | 0 0 |
0 | Form 3 |
31 | Dam Rita Treasurer |
2023-08-07 16:12:03 | 0 0 |
0 | Form 3 |
32 | Goldrich Robert F Director |
2022-06-10 12:10:27 | 0 0 |
0 | Form 3 |
33 | PURCELL PATRICK B Director |
2022-08-15 13:52:33 | 0 0 |
0 | Form 5 |
34 | PISANO A ROBERT Director |
2022-08-15 13:54:16 | 0 0 |
0 | Form 5 |
35 | Banhazl Max Vice President |
2023-08-07 16:06:24 | 0 0 |
0 | Form 3 |
36 | ATTEBERRY THOMAS H VP & Portfolio Manager |
2022-08-15 13:55:07 | 0 0 |
0 | Form 5 |
37 | HANCOCK JEFFREY MARK Officer of inv co's inv adv |
2010-09-03 10:55:16 | 0 0 |
0 | Form 3 |
38 | KODAMA TINA HIDEKO Officer of inv co's inv adv |
2004-12-13 13:43:37 | 0 0 |
0 | Form 3 |
39 | Nagpal Pavan Officer of inv co's inv adv |
2005-07-21 10:38:13 | 0 0 |
0 | Form 3 |
40 | Hong Daniel H Officer of inv co's inv adv |
2005-09-16 14:02:34 | 0 0 |
0 | Form 3 |
41 | Schmitz Cheryl L Officer of inv co's inv adv |
2006-03-03 10:55:01 | 0 0 |
0 | Form 3 |
42 | Shigemura-Hildebrand Ann Officer of inv co's inv adv |
2006-06-05 10:56:57 | 0 0 |
0 | Form 3 |
43 | Karlin Christopher J Officer of inv co's inv adv |
2006-07-07 11:05:30 | 0 0 |
0 | Form 3 |
44 | Henney Jason S Officer of inv co's inv adv |
2007-01-16 13:20:53 | 0 0 |
0 | Form 3 |
45 | Nathan Gregory R Officer of inv co's inv adv |
2007-01-16 13:22:38 | 0 0 |
0 | Form 3 |
46 | MIZRAHI NICO Officer of inv co's inv adv |
2007-02-23 11:49:11 | 0 0 |
0 | Form 3 |
47 | PEETZ JOHN E Officer of inv co's inv adv |
2007-09-14 10:48:04 | 0 0 |
0 | Form 3 |
48 | GOMEZ MICHAEL P. Officer of inv co's inv adv |
2010-06-08 12:17:29 | 0 0 |
0 | Form 3 |
49 | Lebisky David Chief Compliance Officer |
2017-06-08 15:18:41 | 0 0 |
0 | Form 3 |
50 | AHITOV ARIK Officer of inv co's inv adv |
2010-10-14 11:51:15 | 0 0 |
0 | Form 3 |
51 | MEHRA RAVI R. Officer of inv co's inv adv |
2010-12-14 11:03:32 | 0 0 |
0 | Form 3 |
52 | Lozano Christopher B Officer of inv co's inv adv |
2011-06-08 10:09:40 | 0 0 |
0 | Form 3 |
53 | BOKOTA ERIC Officer of inv co's inv adv |
2011-09-30 09:36:24 | 0 0 |
0 | Form 3 |
54 | PY PIERRE OLIVIER ALAIN Officer of inv co's inv adv |
2011-09-30 09:36:57 | 0 0 |
0 | Form 3 |
55 | PIVKO ADAM B Officer of inv co's inv adv |
2012-02-06 11:31:36 | 0 0 |
0 | Form 3 |
56 | Crouch Gregory M Officer of inv co's inv adv |
2012-06-21 10:55:58 | 0 0 |
0 | Form 3 |
57 | Eyink Michelle G Officer of inv co's inv adv |
2013-11-04 09:43:46 | 0 0 |
0 | Form 3 |
58 | Okutake Jennifer S Officer of inv co's inv adv |
2015-03-18 11:39:33 | 0 0 |
0 | Form 3 |
59 | Link Brian F Assistant Secretary |
2017-01-06 16:37:12 | 0 0 |
0 | Form 5 |
60 | Merrick Thomas P Director |
2017-01-06 16:37:41 | 0 0 |
0 | Form 5 |