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, 2023 · Filed February 14, 2024
Section 16 reporting ended · disclosed 2024-02-14. 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 |
|---|---|---|---|---|---|---|
| June 01, 2023 Filed Jun 2, 2023 15:59 UTC | SOURCE CAPITAL /DE/ SOR · Entity 8801 | PurchaseCommon Stock | 1,315 | $37.90 | $49,838.50 |
DisclosureSEC source: 0001104659-23-067368 · tm2317627-1_4seq1.xml · nonDerivative · entry 1 Lipson Mark L. · CIK 0001654549 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,761 Read SEC document |
| October 03, 2022 Filed Oct 5, 2022 15:41 UTC | SOURCE CAPITAL /DE/ SOR · Entity 8801 | PurchaseCommon Stock | 1,400 | $35.64 | $49,891.80 |
DisclosureSEC source: 0001104659-22-106221 · tm2227321-1_4seq1.xml · nonDerivative · entry 1 Lipson Mark L. · CIK 0001654549 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,446 Read SEC document |
| July 01, 2022 Filed Jul 1, 2022 19:02 UTC | SOURCE CAPITAL /DE/ SOR · Entity 8801 | PurchaseCommon Stock | 1,025 | $37.84 | $38,785.90 |
DisclosureSEC source: 0001104659-22-076775 · tm2220278-1_4seq1.xml · nonDerivative · entry 3 Lipson Mark L. · CIK 0001654549 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,046 Read SEC document |
| July 01, 2022 Filed Jul 1, 2022 19:02 UTC | SOURCE CAPITAL /DE/ SOR · Entity 8801 | PurchaseCommon Stock | 100 | $37.83 | $3,783.00 |
DisclosureSEC source: 0001104659-22-076775 · tm2220278-1_4seq1.xml · nonDerivative · entry 2 Lipson Mark L. · CIK 0001654549 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,021 Read SEC document |
| July 01, 2022 Filed Jul 1, 2022 19:02 UTC | SOURCE CAPITAL /DE/ SOR · Entity 8801 | PurchaseCommon Stock | 200 | $37.80 | $7,560.00 |
DisclosureSEC source: 0001104659-22-076775 · tm2220278-1_4seq1.xml · nonDerivative · entry 1 Lipson Mark L. · CIK 0001654549 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,921 Read SEC document |
| October 01, 2020 Filed Oct 2, 2020 16:24 UTC | SOURCE CAPITAL /DE/ SOR · Entity 8801 | PurchaseCommon Stock | 1,401 | $37.10 | $51,976.96 |
DisclosureSEC source: 0001104659-20-111515 · a4.xml · nonDerivative · entry 1 Lipson Mark L. · CIK 0001654549 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,721 Read SEC document |
| October 18, 2017 Filed Oct 19, 2017 13:36 UTC | SOURCE CAPITAL /DE/ SOR · Entity 8801 | PurchaseCommon Stock | 610 | $40.94 | $24,973.40 |
DisclosureSEC source: 0001104659-17-062862 · a4.xml · nonDerivative · entry 1 Lipson Mark L. · CIK 0001654549 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,320 Read SEC document |
| December 05, 2016 Filed Dec 6, 2016 18:58 UTC | SOURCE CAPITAL /DE/ SOR · Entity 8801 | PurchaseSource Capital, Inc. | 510 | $35.55 | $18,128.15 |
DisclosureSEC source: 0001104659-16-160794 · a4.xml · nonDerivative · entry 2 Lipson Mark L. · CIK 0001654549 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 710 Read SEC document |
| December 05, 2016 Filed Dec 6, 2016 18:58 UTC | SOURCE CAPITAL /DE/ SOR · Entity 8801 | PurchaseSource Capital, Inc. | 200 | $35.54 | $7,108.00 |
DisclosureSEC source: 0001104659-16-160794 · a4.xml · nonDerivative · entry 1 Lipson Mark L. · CIK 0001654549 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200 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.