Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SOURCE CAPITAL /DE/
Report date December 31, 2021 · Filed August 15, 2022
Section 16 reporting ended · disclosed 2022-08-15. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 02, 2020 Filed Oct 5, 2020 22:33 UTC | SOURCE CAPITAL /DE/ SOR · Entity 8801 | PurchaseCommon Stock | 919 | $36.92 | $33,929.48 |
DisclosureSEC source: 0001104659-20-112309 · a4.xml · nonDerivative · entry 1 ATTEBERRY THOMAS H · CIK 0001186270 · VP & Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,044 Read SEC document |
| October 01, 2020 Filed Oct 2, 2020 15:38 UTC | SOURCE CAPITAL /DE/ SOR · Entity 8801 | PurchaseCommon Stock | 1,725 | $37.01 | $63,842.25 |
DisclosureSEC source: 0001104659-20-111500 · a4.xml · nonDerivative · entry 1 ATTEBERRY THOMAS H · CIK 0001186270 · VP & Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,125 Read SEC document |
| September 29, 2020 Filed Sep 30, 2020 14:27 UTC | SOURCE CAPITAL /DE/ SOR · Entity 8801 | PurchaseCommon Stock | 1,800 | $36.50 | $65,700.00 |
DisclosureSEC source: 0001104659-20-110246 · a4.xml · nonDerivative · entry 1 ATTEBERRY THOMAS H · CIK 0001186270 · VP & Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,400 Read SEC document |
| September 25, 2020 Filed Sep 28, 2020 15:42 UTC | SOURCE CAPITAL /DE/ SOR · Entity 8801 | PurchaseCommon Stock | 100 | $36.04 | $3,604.00 |
DisclosureSEC source: 0001104659-20-109201 · a4.xml · nonDerivative · entry 1 ATTEBERRY THOMAS H · CIK 0001186270 · VP & Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,600 Read SEC document |
| October 03, 2017 Filed Oct 4, 2017 13:47 UTC | SOURCE CAPITAL /DE/ SOR · Entity 8801 | PurchaseCommon Stock | 1,000 | $40.41 | $40,410.00 |
DisclosureSEC source: 0001104659-17-060751 · a4.xml · nonDerivative · entry 1 ATTEBERRY THOMAS H · CIK 0001186270 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,500 Read SEC document |
| October 02, 2017 Filed Oct 3, 2017 13:43 UTC | SOURCE CAPITAL /DE/ SOR · Entity 8801 | PurchaseCommon Stock | 1,500 | $40.35 | $60,526.50 |
DisclosureSEC source: 0001104659-17-060409 · a4.xml · nonDerivative · entry 1 ATTEBERRY THOMAS H · CIK 0001186270 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,500 Read SEC document |
| September 26, 2017 Filed Sep 28, 2017 19:18 UTC | SOURCE CAPITAL /DE/ SOR · Entity 8801 | PurchaseCommon Stock | 1,000 | $40.08 | $40,081.60 |
DisclosureSEC source: 0001104659-17-059649 · a4.xml · nonDerivative · entry 1 ATTEBERRY THOMAS H · CIK 0001186270 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.