Company Analysis

Source Capital (SOR)

NYSE: SOR · filing with the SEC since 1995
Grade5.3
◀ Past 5.6● Present 5.1▶ Future 5.3
8 est.

Filings

144 filings since 2017 beside 79 insider forms · read from EDGAR on Nov 13, 2026
Due next
10-K Annual report for the fiscal year ending Dec 31, 2026Non-accelerated filers and smaller reporting companies have 90 days after the fiscal year ends. by Mar 31, 2027
10-Q Quarterly report for the quarter ending Mar 31, 2027Non-accelerated filers and smaller reporting companies have 45 days after the quarter ends; quarter ends are taken to the month end. by May 15, 2027

A deadline is the latest date the SEC's rules allow for its filer category. It is not a forecast of the day the company files. The proxy statement was last filed Apr 7, 2026.

Filings a yearinsider forms included
1940212331261515
20192020202120222023202420252026

2026 counts to Nov 13, 2026.

SEC letters: 1 in the last 36 months, the newest Apr 18, 2024.
Insider forms 79

Insider forms (3, 4, 5 and 144) are counted each year but not listed here; the people and their trades are on the Ownership tab.

FiledFormWhat it is, in plain wordsPeriodAsk
Sep 8, 2026 N-CSRS Form N-CSRS Jun 30, 2026
Aug 26, 2026 NPORT-P Form NPORT-P Jun 30, 2026
Aug 25, 2026 N-PX Proxy voting record Jun 30, 2026
Jun 10, 2026 N-2 Form N-2
May 22, 2026 NPORT-P Form NPORT-P Mar 31, 2026
Apr 21, 2026 40-APP Form 40-APP
Apr 7, 2026 DEF 14A Proxy statement May 29, 2026
Mar 27, 2026 8-K items 8.01, 9.01 Other event · Current report
Mar 13, 2026 N-CEN Form N-CEN Dec 31, 2025
Mar 9, 2026 N-CSR Form N-CSR Dec 31, 2025
Mar 2, 2026 NPORT-P Form NPORT-P Dec 31, 2025
Jan 30, 2026 8-K items 8.01, 9.01 Other event · Current report
Jan 29, 2026 8-K items 8.01, 9.01 Other event · Current report Jan 28, 2026
Dec 17, 2025 40-17G Form 40-17G
Nov 25, 2025 NPORT-P Form NPORT-P Sep 30, 2025
Sep 8, 2025 N-CSRS Form N-CSRS Jun 30, 2025
Aug 27, 2025 NPORT-P Form NPORT-P Jun 30, 2025
Aug 21, 2025 40-APP Form 40-APP
Aug 20, 2025 N-PX Proxy voting record Jun 30, 2025
May 29, 2025 NPORT-P Form NPORT-P Mar 31, 2025
Apr 7, 2025 DEF 14A Proxy statement May 30, 2025
Mar 26, 2025 N-CSR/A Form N-CSR/A Dec 31, 2024
Mar 18, 2025 POS EX Form POS EX
Mar 12, 2025 N-CEN Form N-CEN Dec 31, 2024
Mar 7, 2025 N-CSR Form N-CSR Dec 31, 2024
Feb 28, 2025 NPORT-P Form NPORT-P Dec 31, 2024
Feb 5, 2025 425 Merger communication
Jan 24, 2025 425 Merger communication
Dec 30, 2024 N-8A/A Form N-8A/A
Nov 25, 2024 NPORT-P Form NPORT-P Sep 30, 2024
Nov 19, 2024 8-K items 8.01, 9.01 Other event · Current report
Sep 6, 2024 N-CSRS Form N-CSRS Jun 30, 2024
Aug 29, 2024 NPORT-P Form NPORT-P Jun 30, 2024
Aug 23, 2024 N-PX Proxy voting record Jun 30, 2024
Jun 28, 2024 DEFA14A Extra proxy material
Jun 25, 2024 DEFA14A Extra proxy material
Jun 12, 2024 DEFA14A Extra proxy material
Jun 5, 2024 DEFA14A Extra proxy material
May 30, 2024 DEFA14A Extra proxy material
May 29, 2024 NPORT-P Form NPORT-P Mar 31, 2024
40 of 144 shown

Every row opens the filing on EDGAR. The plain words are the site's own for each form and each 8-K item; the complete history, insider forms included, is on EDGAR.

SI Assistanton SOR · research, not advice