List of insiders holdings for SOURCE CAPITAL:
- 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 | REES DAVID Director | 2013-10-23 09:23:27 | 0 10,069 | 10,069 | Form 4 |
| 3 | ONEIL STEPHEN W Officer of Inv co's inv adv | 2011-06-28 09:19:37 | 7,500 0 | 7,500 | Form 4 |
| 4 | ENDE ERIC S President & CIO | 2012-11-19 15:12:12 | 4,572 1,850 | 6,422 | Form 4 |
| 5 | SHEEHAN LAWRENCE J Director until May 3, 2010 Director | 2011-02-11 09:35:03 | 0 5,449 | 5,449 | Form 5 |
| 6 | Selmo Brian A. VP & Portfolio Manager | 2023-06-05 11:59:03 | 5,187 0 | 5,187 | Form 4 |
| 7 | Landecker Mark VP & Portfolio Manager | 2021-07-15 09:09:13 | 5,000 0 | 5,000 | Form 4/A |
| 8 | LEGGIO RYAN A. Vice President - Strategy | 2023-04-05 18:05:26 | 4,500 0 | 4,500 | Form 4 |
| 9 | SCHLOEMER PAUL G Director until May 7, 2012 Director | 2013-02-14 10:06:05 | 0 2,363 | 2,363 | Form 5 |
| 10 | RUDNICK ALLAN M Director | 2014-02-24 10:24:01 | 1,800 0 | 1,800 | Form 4 |
| 11 | HERR GREGORY A Officer of inv co inv adv | 2016-02-12 11:09:38 | 1,733 0 | 1,733 | Form 5 |
| 12 | ALTMAN WILLARD H JR Director until 5/6/13 Director | 2014-02-14 10:09:03 | 1,315 0 | 1,315 | Form 5 |
| 13 | Setzler Edwin Lake III Treasurer | 2016-04-08 16:44:58 | 958.29 0 | 958.29 | Form 4 |
| 14 | GEIST STEVEN R Executive VP and Portfolio Mgr | 2009-02-06 10:48:45 | 900 0 | 900 | Form 5 |
| 15 | PATWARDHAN ABHIJEET V. Vice President | 2017-10-04 09:47:21 | 395 0 | 395 | Form 4 |
| 16 | Brown Sandra Director | 2024-02-05 14:49:19 | 373 0 | 373 | Form 4 |
| 17 | Dziura Martin Chief Compliance Officer | 2023-08-07 16:29:19 | 0 0 | 0 | Form 3 |
| 18 | ATWOOD J RICHARD Former Trustee | 2026-04-30 18:56:41 | 0 0 | 0 | Form 5 |
| 19 | Weiner Leora R Chief Compliance Officer | 2018-01-30 20:27:15 | 0 0 | 0 | Form 5 |
| 20 | Hayes Francine Sophia Secretary | 2019-05-13 15:30:39 | 0 0 | 0 | Form 5 |
| 21 | MANN JULIAN Officer of inv cos inv adv | 2004-02-17 11:13:32 | 0 0 | 0 | Form 3 |
| 22 | Richards Karen E CCO of Advisor | 2026-02-17 21:01:09 | 0 0 | 0 | Form 5 |
| 23 | OSBORNE ALFRED E JR Director | 2024-02-14 16:49:46 | 0 0 | 0 | Form 5 |
| 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 | Goldrich Robert F Director | 2022-06-10 12:10:27 | 0 0 | 0 | Form 3 |
| 27 | Zader John P Director | 2023-07-07 17:48:02 | 0 0 | 0 | Form 3 |
| 28 | Drake Diane J Secretary | 2023-08-07 16:21:26 | 0 0 | 0 | Form 3 |
| 29 | Centurioni Amy Assistant Secretary | 2023-08-07 16:17:58 | 0 0 | 0 | Form 3 |
| 30 | PURCELL PATRICK B Director | 2022-08-15 13:52:33 | 0 0 | 0 | Form 5 |
| 31 | PISANO A ROBERT Director | 2022-08-15 13:54:16 | 0 0 | 0 | Form 5 |
| 32 | ATTEBERRY THOMAS H VP & Portfolio Manager | 2022-08-15 13:55:07 | 0 0 | 0 | Form 5 |
| 33 | Bauer Korey Vice President | 2023-08-07 16:16:31 | 0 0 | 0 | Form 3 |
| 34 | Phan Lyna Assistant Treasurer | 2023-08-07 16:14:19 | 0 0 | 0 | Form 3 |
| 35 | Dam Rita Treasurer | 2023-08-07 16:12:03 | 0 0 | 0 | Form 3 |
| 36 | Banhazl Max Vice President | 2023-08-07 16:06:24 | 0 0 | 0 | Form 3 |
| 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 |