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Source Capital, Inc. (SOR)
USD46.29
+0.32 (+0.70%)
US NYSE Financial Services Asset Management
Address
11601 Wilshire Boulevard 90025
Los Angeles, CA, US
Los Angeles, CA, US
CEO
James Richard Atwood
IPO
1980-03-17
CIK 91847 ISIN US8361443034
Description
Source Capital, Inc., known by its ticker SOR, is a closed-end, balanced investment fund under the management of First Pacific Advisors, LLC. Its investment mandate primarily targets the public equity markets within the United States, aiming to allocate capital across a broad spectrum of industry sectors. A core tenet of its strategy involves identifying value-oriented equities, specifically within the small and mid-capitalization segments. The construction of its portfolio is driven by a meticulous, bottom-up fundamental analysis. This involves a rigorous screening process that prioritizes companies exhibiting robust liquidity, conservative balance sheets (characterized by low leverage), and a proven long-term capacity to generate superior returns on invested capital. Source Capital's performance is gauged against a trio of prominent market benchmarks: the Russell 2500 Index, the S&P 500 Index, and the Nasdaq Composite Index. The fund itself was established on June 1, 1968, and operates from its base in the United States.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD46.29
+0.32 (+0.70%)
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Volume Profile
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Liquidity & share structure
Average Volume
13.9K
Beta
0.48
Float Shares
1.59M
Free Float %
19.4%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.82% | +1.14% | -1.56% | -5.07% | -6.06% | +0.05% | +7.91% | +22.91% | +0.58% | +23.91% | +408.72% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (1 ratings, all time)
Buy
Price Targets & DCF
Current price
46.29
DCF (Unlevered)
101.24
+118.7%
DCF (Levered)
0.04
-99.9%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
| Rating | 2024-11 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Quality scores
Altman Z-Score
43.36
Safe zone
Piotroski F-Score
4 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
4 / 5
High
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Asset Management: +17.4%+17.4% ★ Q4'25: +47.6% (vs Q4'23)
-
EPS growth Asset Management: +22.7%+51.5% ★ Q4'25: +24.8% (vs Q4'23)
-
FCF margin FCF growth · Asset Management: +27.7%+126.0% ★ Q4'25: +0.0% (vs Q4'23)
-
EBIT margin Asset Management: +50.6%+135.3% ★ Q4'25: +123.0% (vs Q4'23)
-
ROIC Asset Management: +6.5%+18.7% ★ Q4'25: +36.9% (vs Q4'23)
-
Share dilution Asset Management: +0.0%+0.3% Q4'25: +0.1% (vs Q4'23)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×0.00× ★ Q4'25: 0.00× (vs Q4'23)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
|---|---|---|---|
| Revenue |
30.64M
est: 3.47B (-99.1%)
|
40.22M
est: 3.54B (-98.9%)
|
47.23M
est: 3.71B (-98.7%)
|
| EBITDA |
—
est: 1.30B (-100.0%)
|
39.16M
est: 1.38B (-97.2%)
|
63.92M
est: 1.45B (-95.6%)
|
| EBIT |
16.19M
est: 1.67B (-99.0%)
|
39.16M
est: 1.75B (-97.8%)
|
63.92M
est: 1.84B (-96.5%)
|
| Net Income |
53.64M
est: 132.59M (-59.5%)
|
39.16M
est: 129.94M (-69.9%)
|
59.51M
est: 137.23M (-56.6%)
|
| SGA |
807.8K
est: 101.82M (-99.2%)
|
911.3K
est: 73.86M (-98.8%)
|
—
est: 77.48M (-100.0%)
|
| EPS |
6.50
est: 16.19 (-59.8%)
|
4.78
est: 15.81 (-69.8%)
|
7.24
est: 16.70 (-56.6%)
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-27 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-26 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-22 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-21 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-20 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-19 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-18 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-15 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-14 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-13 | B | 3/5 | 2/5 | 3/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-12 | B | 3/5 | 2/5 | 3/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-11 | B | 3/5 | 2/5 | 3/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-08 | B+ | 3/5 | 2/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-07 | B+ | 3/5 | 2/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-06 | B+ | 3/5 | 2/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-05 | B+ | 3/5 | 2/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-04 | B+ | 3/5 | 2/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-01 | B+ | 3/5 | 2/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-30 | B+ | 3/5 | 2/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-29 | B+ | 3/5 | 2/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-28 | B+ | 3/5 | 2/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-27 | B+ | 3/5 | 2/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-24 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-23 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-22 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-21 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-20 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-17 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-16 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
Owner's Earnings history not available.
Owner alignment
Owner's Earnings TTM
—
OE per share TTM
—
Owner's Yield
—
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
—
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
55
Total invested
68.24M
Insider transactions (90d)
0
Beneficial owners (>5%)
3
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Boaz R. Weinstein | 652.6K | 7.80% | — | 652.6K | — | 652.6K | IN | — | 2022-02-14 | ↗ |
| 2 | Saba Capital Management GP, LLC | 652.6K | 7.80% | — | 652.6K | — | 652.6K | OO | — | 2022-02-14 | ↗ |
| 3 | Saba Capital Management, L.P. | 652.6K | 7.80% | — | 652.6K | — | 652.6K | IA, PN | — | 2022-02-14 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
55
-5 vs prev Q
New positions
5
Closed positions
10
Increased
25
Reduced
18
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | DKM WEALTH MANAGEMENT, INC. | 294.9K +9.2K (+3.2%) | 13.49M +633.5K (+4.9%) | 3.58% +0.112 pp | 10.07% -0.257 pp | USD41.73 +9.7% | 4 qtrs — |
| 2 | D.A. DAVIDSON & CO. | 170.0K -73.0 (0.0%) | 7.78M +122.5K (+1.6%) | 2.07% -0.001 pp | 0.05% -0.001 pp | USD41.52 +10.2% | 4 qtrs — |
| 3 | MORGAN STANLEY | 92.0K +3.1K (+3.4%) | 4.21M +205.3K (+5.1%) | 1.12% +0.037 pp | 0.00% +0.000 pp | USD41.94 +9.1% | 4 qtrs — |
| 4 | HARA CAPITAL LLC | 90.5K -18.9K (-17.3%) | 4.14M -783.0K (-15.9%) | 1.10% -0.230 pp | 2.30% -0.597 pp | USD42.18 +8.5% | 4 qtrs — |
| 5 | FIRST TRUST ADVISORS LP | 71.4K -1.5K (-2.0%) | 3.27M -12.5K (-0.4%) | 0.87% -0.018 pp | 0.00% 0.000 pp | USD41.72 +9.7% | 4 qtrs — |
| 6 | WELLS FARGO & COMPANY/MN | 60.8K +5.0K (+8.9%) | 2.78M +267.9K (+10.7%) | 0.74% +0.060 pp | 0.00% +0.000 pp | USD41.90 +9.2% | 4 qtrs — |
| 7 | RAYMOND JAMES FINANCIAL INC | 50.8K +5.3K (+11.6%) | 2.33M +275.4K (+13.4%) | 0.62% +0.064 pp | 0.00% +0.000 pp | USD42.03 +8.9% | 4 qtrs — |
| 8 | MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 37.8K -39.5K (-51.1%) | 1.73M -1.8M (-50.3%) | 0.46% -0.480 pp | 0.04% -0.027 pp | USD41.51 +10.2% | 4 qtrs — |
| 9 | HENNION & WALSH ASSET MANAGEMENT, INC. | 32.7K -70.0 (-0.2%) | 1.50M +21.0K (+1.4%) | 0.40% -0.001 pp | 0.05% -0.002 pp | USD41.55 +10.1% | 4 qtrs — |
| 10 | ANCHOR INVESTMENT MANAGEMENT, LLC | 31.9K +511.0 (+1.6%) | 1.46M +46.6K (+3.3%) | 0.39% +0.006 pp | 0.12% +0.002 pp | USD41.69 +9.8% | 4 qtrs — |
| 11 | INVESCO LTD. | 30.5K +2.9K (+10.5%) | 1.40M +152.7K (+12.3%) | 0.37% +0.035 pp | 0.00% +0.000 pp | USD42.12 +8.6% | 4 qtrs — |
| 12 | SMITH ASSET MANAGEMENT CO., LLC | 28.3K +233.0 (+0.8%) | 1.30M +31.5K (+2.5%) | 0.34% +0.003 pp | 1.07% -0.007 pp | USD41.60 +10.0% | 4 qtrs — |
| 13 | US BANCORP \DE\ | 24.8K +— (+0.0%) | 1.13M +18.4K (+1.6%) | 0.30% +0.000 pp | 0.00% +0.000 pp | USD41.51 +10.2% | 4 qtrs — |
| 14 | LPL FINANCIAL LLC | 22.3K +3.3K (+17.7%) | 1.02M +167.0K (+19.6%) | 0.27% +0.041 pp | 0.00% +0.000 pp | USD43.22 +5.9% | 4 qtrs — |
| 15 | CHEMISTRY WEALTH MANAGEMENT LLC | 21.0K -4.1K (-16.3%) | 960.3K -168.7K (-14.9%) | 0.26% -0.050 pp | 0.18% -0.038 pp | USD41.51 +10.2% | 4 qtrs — |
| 16 | SHAKER FINANCIAL SERVICES, LLC | 19.3K +10.1K (+108.9%) | 884.3K +467.8K (+112.3%) | 0.23% +0.123 pp | 0.28% +0.138 pp | USD44.22 +3.5% | 4 qtrs — |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 18.4K +86.0 (+0.5%) | 842.3K +17.5K (+2.1%) | 0.22% +0.001 pp | 0.00% +0.000 pp | USD41.53 +10.2% | 4 qtrs — |
| 18 | WILEY BROS.-AINTREE CAPITAL, LLC | 16.7K +37.0 (+0.2%) | 763.4K +14.0K (+1.9%) | 0.20% +0.000 pp | 0.00% -0.001 pp | USD43.49 +5.2% | 3 qtrs — |
| 19 | PARK AVENUE SECURITIES LLC | 15.5K -192.0 (-1.2%) | 711.0K +3.0K (+0.4%) | 0.19% -0.002 pp | 0.01% +0.001 pp | USD41.51 +10.2% | 4 qtrs — |
| 20 | BANK OF AMERICA CORP /DE/ | 15.1K -45.0 (-0.3%) | 691.3K +9.2K (+1.3%) | 0.18% -0.001 pp | 0.00% +0.000 pp | USD41.51 +10.2% | 4 qtrs — |
| 21 | BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. | 15.0K -3.0K (-16.7%) | 684.3K -124.0K (-15.3%) | 0.18% -0.037 pp | 0.03% -0.006 pp | USD42.10 +8.7% | 4 qtrs — |
| 22 | PECAUT & CO. | 13.3K +146.0 (+1.1%) | 609.1K +16.4K (+2.8%) | 0.16% +0.002 pp | 0.20% +0.006 pp | USD41.58 +10.1% | 4 qtrs — |
| 23 | ROYAL BANK OF CANADA | 13.2K -580.0 (-4.2%) | 605.0K -16.0K (-2.6%) | 0.16% -0.007 pp | 0.00% +0.000 pp | USD41.57 +10.1% | 4 qtrs — |
| 24 | NWF ADVISORY SERVICES INC. | 12.2K -5.4K (-30.8%) | 556.6K -234.6K (-29.6%) | 0.15% -0.066 pp | 0.06% -0.025 pp | USD41.51 +10.2% | 4 qtrs — |
| 25 | AMERIPRISE FINANCIAL INC | 11.7K +11.7K (+100.0%) | 533.3K +533.3K (+100.0%) | 0.14% +0.142 pp | 0.00% +0.000 pp | USD45.76 +0.0% | 1 qtrs NEW |
| 26 | — | 11.4K +11.4K (+100.0%) | 522.2K +522.2K (+100.0%) | 0.14% +0.139 pp | 0.03% +0.031 pp | USD45.76 +0.0% | 1 qtrs NEW |
| 27 | CAPITAL INVESTMENT COUNSEL, INC | 9.0K -1.0K (-10.2%) | 411.8K -39.2K (-8.7%) | 0.11% -0.012 pp | 0.05% -0.007 pp | USD45.02 +1.6% | 2 qtrs — |
| 28 | ADVISOR GROUP HOLDINGS, INC. | 8.8K -2.6K (-23.1%) | 401.1K -108.9K (-21.4%) | 0.11% -0.032 pp | 0.00% 0.000 pp | USD42.52 +7.6% | 4 qtrs — |
| 29 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 7.8K +— (+0.0%) | 357.1K +5.8K (+1.6%) | 0.09% +0.000 pp | 0.00% +0.000 pp | USD45.02 +1.6% | 2 qtrs — |
| 30 | UBS GROUP AG | 7.1K -4.7K (-39.9%) | 326.2K -207.4K (-38.9%) | 0.09% -0.057 pp | 0.00% +0.000 pp | USD41.51 +10.2% | 4 qtrs — |
| 31 | PRIVATE ADVISOR GROUP, LLC | 6.8K -456.0 (-6.3%) | 312.0K -15.5K (-4.7%) | 0.08% -0.006 pp | 0.00% 0.000 pp | USD41.52 +10.2% | 4 qtrs — |
| 32 | JANNEY MONTGOMERY SCOTT LLC | 6.7K +— (+0.0%) | 308.0K +5.0K (+1.7%) | 0.08% +0.000 pp | 0.00% +0.000 pp | USD41.94 +9.1% | 4 qtrs — |
| 33 | UPTOWN FINANCIAL ADVISORS LLC | 6.0K +6.0K (+100.0%) | 276.5K +276.5K (+100.0%) | 0.07% +0.073 pp | 0.20% +0.198 pp | USD45.76 +0.0% | 1 qtrs NEW |
| 34 | CARY STREET PARTNERS FINANCIAL LLC | 6.0K +1.1K (+23.3%) | 272.9K +55.2K (+25.4%) | 0.07% +0.014 pp | 0.01% +0.001 pp | USD45.16 +1.3% | 2 qtrs — |
| 35 | NEWEDGE ADVISORS, LLC | 5.9K -1.4K (-19.2%) | 271.0K -59.1K (-17.9%) | 0.07% -0.017 pp | 0.00% -0.001 pp | USD41.65 +9.9% | 4 qtrs — |
| 36 | CETERA INVESTMENT ADVISERS | 5.2K +5.2K (+100.0%) | 239.9K +239.9K (+100.0%) | 0.06% +0.064 pp | 0.00% +0.000 pp | USD45.76 +0.0% | 1 qtrs NEW |
| 37 | WOLVERINE ASSET MANAGEMENT LLC | 4.3K +4.3K (+100.0%) | 198.6K +198.6K (+100.0%) | 0.05% +0.053 pp | 0.00% +0.002 pp | USD45.76 +0.0% | 3 qtrs — |
| 38 | CORNERSTONE ADVISORS, LLC | 3.7K -14.0K (-79.3%) | 168.0K -629.0K (-78.9%) | 0.04% -0.171 pp | 0.01% -0.021 pp | USD43.13 +6.1% | 4 qtrs — |
| 39 | ASSETMARK, INC | 3.1K +— (+0.0%) | 141.5K +2.3K (+1.6%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD43.62 +4.9% | 4 qtrs — |
| 40 | JONES FINANCIAL COMPANIES LLLP | 2.9K +254.0 (+9.5%) | 134.3K +14.4K (+12.0%) | 0.04% +0.003 pp | 0.00% +0.000 pp | USD42.69 +7.2% | 4 qtrs — |
| 41 | COLONIAL TRUST CO / SC | 2.6K +2.6K (+100.0%) | 119.3K +119.3K (+100.0%) | 0.03% +0.032 pp | 0.02% +0.016 pp | USD45.76 +0.0% | 1 qtrs NEW |
| 42 | RUSSELL INVESTMENTS GROUP, LTD. | 2.6K +2.6K (+100.0%) | 119.1K +119.1K (+100.0%) | 0.03% +0.032 pp | 0.00% +0.000 pp | USD45.76 +0.0% | 1 qtrs NEW |
| 43 | KESTRA ADVISORY SERVICES, LLC | 1.9K +1.9K (+100.0%) | 85.2K +85.2K (+100.0%) | 0.02% +0.023 pp | 0.00% +0.000 pp | USD45.76 +0.0% | 1 qtrs NEW |
| 44 | MANCHESTER CAPITAL MANAGEMENT LLC | 1.5K +1.5K (+100.0%) | 67.7K +67.7K (+100.0%) | 0.02% +0.018 pp | 0.01% +0.009 pp | USD45.76 +0.0% | 1 qtrs NEW |
| 45 | SOUND INCOME STRATEGIES, LLC | 1.3K +— (+0.0%) | 62.5K +3.0K (+5.0%) | 0.02% +0.000 pp | 0.00% 0.000 pp | USD45.02 +1.6% | 2 qtrs — |
| 46 | JPMORGAN CHASE & CO | 1.3K -407.0 (-23.6%) | 60.3K -17.3K (-22.4%) | 0.02% -0.005 pp | 0.00% +0.000 pp | USD42.34 +8.1% | 4 qtrs — |
| 47 | NBC SECURITIES, INC. | 1.1K +5.0 (+0.5%) | 50.2K +1.1K (+2.1%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD41.89 +9.2% | 4 qtrs — |
| 48 | ADVISORNET FINANCIAL, INC | 669.00 +669.0 (+100.0%) | 30.6K +30.6K (+100.0%) | 0.01% +0.008 pp | 0.00% +0.002 pp | USD45.76 +0.0% | 1 qtrs NEW |
| 49 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 525.00 +— (+0.0%) | 24.0K +388.0 (+1.6%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD45.02 +1.6% | 2 qtrs — |
| 50 | MAI CAPITAL MANAGEMENT | 510.00 +— (+0.0%) | 23.3K +377.0 (+1.6%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD41.51 +10.2% | 4 qtrs — |
| 51 | KILTER GROUP LLC | 294.00 +4.0 (+1.4%) | 13.4K +391.0 (+3.0%) | 0.00% +0.000 pp | 0.01% 0.000 pp | USD45.03 +1.6% | 2 qtrs — |
| 52 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 200.00 +— (+0.0%) | 9.2K +148.0 (+1.6%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD41.51 +10.2% | 4 qtrs — |
| 53 | MOTIV8 INVESTMENTS LLC | 109.00 +109.0 (+100.0%) | 5.0K +5.0K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.003 pp | USD45.75 +0.0% | 1 qtrs NEW |
| 54 | CWM, LLC | 67.00 +— (+0.0%) | 3.0K +— (+0.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD41.51 +10.2% | 4 qtrs — |
| 55 | PNC FINANCIAL SERVICES GROUP, INC. | 50.00 +— (+0.0%) | 2.3K +37.0 (+1.6%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD41.50 +10.3% | 4 qtrs — |
| 56 | FMR LLC | 1.00 +1.0 (+100.0%) | 46.00 +46.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD45.00 +1.7% | 1 qtrs NEW |
| 57 | CX INSTITUTIONAL | — -378.0 (-100.0%) | — -17.0K (-100.0%) | 0.00% -0.005 pp | 0.00% -0.001 pp | USD— | 2 qtrs SOLD |
| 58 | MATHER GROUP, LLC. | — -234.0 (-100.0%) | — -10.5K (-100.0%) | 0.00% -0.003 pp | 0.00% 0.000 pp | USD— | 4 qtrs SOLD |
| 59 | BEACON POINTE ADVISORS, LLC | — -8.2K (-100.0%) | — -367.0K (-100.0%) | 0.00% -0.099 pp | 0.00% -0.003 pp | USD— | 2 qtrs SOLD |
| 60 | MRAZ, AMERINE & ASSOCIATES, INC. | — -4.7K (-100.0%) | — -210.1K (-100.0%) | 0.00% -0.057 pp | 0.00% -0.033 pp | USD— | 4 qtrs SOLD |
| 61 | PRINCIPAL SECURITIES, INC. | — -116.0 (-100.0%) | — -5.2K (-100.0%) | 0.00% -0.001 pp | 0.00% 0.000 pp | USD— | 3 qtrs SOLD |
| 62 | EVERSOURCE WEALTH ADVISORS, LLC | — -4.9K (-100.0%) | — -221.3K (-100.0%) | 0.00% -0.060 pp | 0.00% -0.009 pp | USD— | 2 qtrs SOLD |
| 63 | HIGHLINE WEALTH PARTNERS LLC | — -60.0 (-100.0%) | — -2.7K (-100.0%) | 0.00% -0.001 pp | 0.00% -0.001 pp | USD— | 2 qtrs SOLD |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 1 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | First Trust Income Opportunities ETF FCEF | 2.39% | 1.92M | 3.69% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
2
Sells
0
Shares acquired
1.8K
Shares disposed
—
Cash buys
2.00
Cash sales
—
Net activity
+1,815
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-12-31 | Richards Karen E | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-12-31 | ATWOOD J RICHARD | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-02-01 | Brown Sandra | Director | P-Purchase | A | Source Capital, Inc. | 372 | 40.28 | 15.0K | 373 | — | ↗ |
| 2023-12-31 | OSBORNE ALFRED E JR | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-12-31 | Lipson Mark L. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-07-28 | Quill Maureen A | Director / Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-07-28 | Phan Lyna | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-07-28 | Dziura Martin | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-07-28 | Drake Diane J | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-07-28 | Dam Rita | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-07-28 | Centurioni Amy | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-07-28 | Bauer Korey | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-07-28 | Banhazl Max | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-06-20 | Zader John P | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-06-20 | Quill Maureen A | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-06-01 | Selmo Brian A. | Officer | P-Purchase | A | Common Stock | 400 | 37.82 | 15.1K | 5,187 | — | ↗ |
| 2023-06-01 | Lipson Mark L. | Director | P-Purchase | A | Common Stock | 1,315 | 37.90 | 49.8K | 6,761 | — | ↗ |
| 2023-04-03 | LEGGIO RYAN A. | Officer | P-Purchase | A | Common Stock | 500 | 37.81 | 18.9K | 4,500 | — | ↗ |
| 2022-10-03 | Lipson Mark L. | Director | P-Purchase | A | Common Stock | 1,400 | 35.64 | 49.9K | 5,446 | — | ↗ |
| 2022-07-01 | Lipson Mark L. | Director | P-Purchase | A | Common Stock | 1,025 | 37.84 | 38.8K | 4,046 | — | ↗ |
| 2022-06-02 | LEGGIO RYAN A. | Officer | P-Purchase | A | Common Stock | 1,000 | 39.55 | 39.6K | 4,000 | — | ↗ |
| 2022-02-14 | Goldrich Robert F | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-02-01 | LEGGIO RYAN A. | Officer | P-Purchase | A | Common Stock | 300 | 42.69 | 12.8K | 3,000 | — | ↗ |
| 2021-12-31 | PURCELL PATRICK B | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-12-31 | PISANO A ROBERT | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-12-31 | ATTEBERRY THOMAS H | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-07-01 | OSBORNE ALFRED E JR | Director | P-Purchase | A | Common Stock | 1,410 | 45.77 | 64.5K | 2,410 | — | ↗ |
| 2021-06-02 | LEGGIO RYAN A. | Officer | P-Purchase | A | Common Stock | 1,000 | 45.59 | 45.6K | 2,700 | — | ↗ |
| 2021-06-01 | LEGGIO RYAN A. | Officer | P-Purchase | A | Common Stock | 429 | 45.56 | 19.5K | 1,129 | — | ↗ |
| 2021-06-01 | Brown Sandra | Director | P-Purchase | A | Source Capital, Inc. | 600 | 45.70 | 27.4K | 1,282 | — | ↗ |
| 2020-10-02 | ATTEBERRY THOMAS H | Officer | P-Purchase | A | Common Stock | 919 | 36.92 | 33.9K | 9,044 | — | ↗ |
| 2020-10-01 | Selmo Brian A. | Officer | P-Purchase | A | Common Stock | 395 | 36.90 | 14.6K | 6,057 | — | ↗ |
| 2020-10-01 | Lipson Mark L. | Director | P-Purchase | A | Common Stock | 1,401 | 37.10 | 52.0K | 2,721 | — | ↗ |
| 2020-10-01 | ATTEBERRY THOMAS H | Officer | P-Purchase | A | Common Stock | 1,725 | 37.01 | 63.8K | 8,125 | — | ↗ |
| 2020-09-30 | Landecker Mark | Officer | A-Award | A | Common Stock | 5,000 | 37.37 | 186.9K | 5,000 | — | ↗ |
| 2020-09-30 | ATWOOD J RICHARD | Director / Officer | P-Purchase | A | Common Stock | 2,000 | 37.25 | 74.5K | 27,880 | — | ↗ |
| 2020-09-29 | Selmo Brian A. | Officer | P-Purchase | A | Common Stock | 875 | 36.50 | 31.9K | 5,662 | — | ↗ |
| 2020-09-29 | ATWOOD J RICHARD | Director / Officer | P-Purchase | A | Common Stock | 105 | 36.45 | 3.8K | 25,880 | — | ↗ |
| 2020-09-29 | ATTEBERRY THOMAS H | Officer | P-Purchase | A | Common Stock | 1,800 | 36.50 | 65.7K | 6,400 | — | ↗ |
| 2020-09-28 | Selmo Brian A. | Officer | P-Purchase | A | Common Stock | 587 | 36.50 | 21.4K | 4,787 | — | ↗ |
| 2020-09-28 | OSBORNE ALFRED E JR | Director | P-Purchase | A | Common Stock | 750 | 36.88 | 27.7K | 1,000 | — | ↗ |
| 2020-09-28 | ATWOOD J RICHARD | Director / Officer | P-Purchase | A | Common Stock | 1,000 | 36.75 | 36.8K | 25,775 | — | ↗ |
| 2020-09-25 | ATWOOD J RICHARD | Officer | P-Purchase | A | Common Stock | 1,100 | 35.88 | 39.5K | 24,775 | — | ↗ |
| 2020-09-25 | ATTEBERRY THOMAS H | Officer | P-Purchase | A | Common Stock | 100 | 36.04 | 3.6K | 4,600 | — | ↗ |
| 2020-09-24 | ROMICK STEVEN T | Officer | P-Purchase | A | Common Stock | 2,000 | 36.24 | 72.5K | 29,076 | — | ↗ |
| 2020-09-23 | ROMICK STEVEN T | Officer | P-Purchase | A | Common Stock | 225 | 36.59 | 8.2K | 27,076 | — | ↗ |
| 2020-09-22 | ATWOOD J RICHARD | Director / Officer | P-Purchase | A | Common Stock | 2,000 | 36.18 | 72.4K | 23,675 | — | ↗ |
| 2020-09-21 | ROMICK STEVEN T | Officer | P-Purchase | A | Common Stock | 1,292 | 36.35 | 47.0K | 26,851 | — | ↗ |
| 2020-09-18 | ROMICK STEVEN T | Officer | P-Purchase | A | Common Stock | 2,000 | 36.97 | 73.9K | 25,559 | — | ↗ |
| 2020-09-18 | LEGGIO RYAN A. | — | P-Purchase | A | Common Stock | 150 | 36.91 | 5.5K | 700 | — | ↗ |
| 2020-09-17 | ROMICK STEVEN T | Officer | P-Purchase | A | Common Stock | 809 | 36.99 | 29.9K | 23,559 | — | ↗ |
| 2020-09-17 | Brown Sandra | Director | P-Purchase | A | Source Capital, Inc. | 265 | 37.46 | 9.9K | 682 | — | ↗ |
| 2020-06-05 | PISANO A ROBERT | Director | P-Purchase | A | Source Capital, Inc. | 750 | 34.73 | 26.0K | 750 | — | ↗ |
| 2020-03-24 | ROMICK STEVEN T | Officer | P-Purchase | A | Common Stock | 1,750 | 28.56 | 50.0K | 22,750 | — | ↗ |
| 2020-03-19 | LEGGIO RYAN A. | — | P-Purchase | A | Common Stock | 300 | 26.44 | 7.9K | 550 | — | ↗ |
| 2020-03-16 | ROMICK STEVEN T | Officer | P-Purchase | A | Common Stock | 5,686 | 28.90 | 164.3K | 21,000 | — | ↗ |
| 2020-03-13 | Selmo Brian A. | Officer | P-Purchase | A | Common Stock | 4,200 | 30.86 | 129.6K | 4,200 | — | ↗ |
| 2020-03-13 | ROMICK STEVEN T | Officer | P-Purchase | A | Common Stock | 7,114 | 31.02 | 220.7K | 15,314 | — | ↗ |
| 2019-10-08 | ROMICK STEVEN T | Officer | P-Purchase | A | Common Stock | 6,535 | 35.92 | 234.7K | 8,200 | — | ↗ |
| 2019-10-07 | ROMICK STEVEN T | Officer | P-Purchase | A | Common Stock | 1,665 | 35.98 | 59.9K | 1,665 | — | ↗ |
| 2019-10-07 | LEGGIO RYAN A. | — | P-Purchase | A | Common Stock | 250 | 36.11 | 9.0K | 250 | — | ↗ |
| 2019-10-07 | Brown Sandra | Director | P-Purchase | A | Source Capital, Inc. | 417 | 36.08 | 15.0K | 417 | — | ↗ |
| 2019-09-09 | PISANO A ROBERT | Director | S-Sale | D | Source Capital, Inc. | 750 | 35.76 | 26.8K | 0 | — | ↗ |
| 2019-01-01 | Richards Karen E | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2018-12-31 | Hayes Francine Sophia | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2017-12-31 | Weiner Leora R | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2017-10-18 | Lipson Mark L. | Director | P-Purchase | A | Common Stock | 610 | 40.94 | 25.0K | 1,320 | — | ↗ |
| 2017-10-03 | PATWARDHAN ABHIJEET V. | Officer | P-Purchase | A | Common Stock | 270 | 40.36 | 10.9K | 395 | — | ↗ |
| 2017-10-03 | ATTEBERRY THOMAS H | Officer | P-Purchase | A | Common Stock | 1,000 | 40.41 | 40.4K | 4,500 | — | ↗ |
| 2017-10-02 | ATTEBERRY THOMAS H | Officer | P-Purchase | A | Common Stock | 1,500 | 40.35 | 60.5K | 3,500 | — | ↗ |
| 2017-09-26 | PATWARDHAN ABHIJEET V. | Officer | P-Purchase | A | Common Stock | 125 | 39.70 | 5.0K | 125 | — | ↗ |
| 2017-09-26 | ATTEBERRY THOMAS H | Officer | P-Purchase | A | Common Stock | 1,000 | 40.08 | 40.1K | 2,000 | — | ↗ |
| 2017-04-01 | Lebisky David | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2016-12-31 | Merrick Thomas P | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2016-12-31 | Link Brian F | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2016-12-05 | Lipson Mark L. | Director | P-Purchase | A | Source Capital, Inc. | 510 | 35.55 | 18.1K | 710 | — | ↗ |
| 2016-10-01 | Brown Sandra | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2016-03-15 | Setzler Edwin Lake III | Officer | J-Other | A | Common Stock | 316 | 35.20 | 11.1K | 642 | — | ↗ |
| 2015-12-31 | Setzler Edwin Lake III | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2015-12-31 | PURCELL PATRICK B | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2015-12-31 | HERR GREGORY A | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2015-12-31 | ATWOOD J RICHARD | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2015-12-01 | Selmo Brian A. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2015-12-01 | ROMICK STEVEN T | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2015-12-01 | PATWARDHAN ABHIJEET V. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2015-12-01 | ATTEBERRY THOMAS H | Officer | — | D | Common Stock | 0 | 0.00 | — | 1,000 | — | ↗ |
| 2015-10-01 | Lipson Mark L. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2015-05-11 | Link Brian F | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2015-05-11 | Hayes Francine Sophia | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2014-12-31 | Setzler Edwin Lake III | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2014-12-31 | PURCELL PATRICK B | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2014-12-31 | HERR GREGORY A | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2014-12-31 | ATWOOD J RICHARD | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2014-06-30 | Weiner Leora R | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2014-06-09 | PISANO A ROBERT | Director | P-Purchase | A | Common Stock | 750 | 69.63 | 52.2K | 750 | — | ↗ |
| 2014-05-12 | OSBORNE ALFRED E JR | Director | P-Purchase | A | Common Stock | 250 | 69.13 | 17.3K | 250 | — | ↗ |
| 2014-02-11 | RUDNICK ALLAN M | Director | P-Purchase | A | Common Stock | 743 | 65.88 | 48.9K | 1,800 | — | ↗ |
| 2013-12-31 | Setzler Edwin Lake III | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2013-12-31 | PURCELL PATRICK B | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2013-12-31 | HERR GREGORY A | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2013-12-31 | ATWOOD J RICHARD | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2013-12-31 | ALTMAN WILLARD H JR | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2013-12-15 | ALTMAN WILLARD H JR | Director | — | D | Common Stock | 0 | 63.62 | — | 1,253 | — | ↗ |
| 2013-10-28 | Eyink Michelle G | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2013-10-23 | ATTEBERRY THOMAS H | — | P-Purchase | A | Common Stock | 500 | 64.07 | 32.0K | 1,000 | — | ↗ |
| 2013-10-21 | REES DAVID | Director | P-Purchase | A | Common Stock | 600 | 63.76 | 38.3K | 10,069 | — | ↗ |
| 2013-09-15 | ALTMAN WILLARD H JR | Director | — | D | Common Stock | 0 | 62.16 | — | 1,238 | — | ↗ |
| 2013-06-15 | ALTMAN WILLARD H JR | Director | — | D | Common Stock | 0 | 62.45 | — | 1,223 | — | ↗ |
| 2013-03-15 | ALTMAN WILLARD H JR | Director | — | D | Common Stock | 0 | 54.97 | — | 1,209 | — | ↗ |
| 2013-01-15 | ALTMAN WILLARD H JR | Director | — | D | Common Stock | 0 | 58.88 | — | 1,193 | — | ↗ |
| 2012-12-31 | Setzler Edwin Lake III | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2012-12-31 | SCHLOEMER PAUL G | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2012-12-31 | PURCELL PATRICK B | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2012-12-31 | HERR GREGORY A | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2012-12-31 | ATWOOD J RICHARD | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2012-12-31 | ALTMAN WILLARD H JR | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2012-11-16 | ENDE ERIC S | Director / Officer | P-Purchase | A | Common Stock | 100 | 48.65 | 4.9K | 1,850 | — | ↗ |
| 2012-09-18 | RUDNICK ALLAN M | Director | P-Purchase | A | Common Stock | 500 | 51.65 | 25.8K | 500 | — | ↗ |
| 2012-08-20 | RUDNICK ALLAN M | Director | P-Purchase | A | Common Stock | 1,057 | 51.75 | 54.7K | 1,057 | — | ↗ |
| 2012-06-12 | Crouch Gregory M | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2012-05-07 | RUDNICK ALLAN M | Director | — | D | Common Stock, | 0 | 0.00 | — | 0 | — | ↗ |
| 2012-02-01 | PIVKO ADAM B | — | — | D | Common Stock, | 0 | 0.00 | — | 0 | — | ↗ |
| 2011-12-31 | Setzler Edwin Lake III | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2011-12-31 | SCHLOEMER PAUL G | Director | — | I | Preferred Stock | 0 | 0.00 | — | 340 | — | ↗ |
| 2011-12-31 | PURCELL PATRICK B | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2011-12-31 | HERR GREGORY A | Director | — | D | Common Stock | 0 | 55.38 | — | 1,349 | — | ↗ |
| 2011-12-31 | ATWOOD J RICHARD | Officer | — | D | Preferred Stock | 0 | 0.00 | — | 10,000 | — | ↗ |
| 2011-12-31 | ALTMAN WILLARD H JR | Director | — | D | Preferred Stock | 0 | 0.00 | — | 3,000 | — | ↗ |
| 2011-10-24 | LEGGIO RYAN A. | Director | — | D | Preferred Stock, | 0 | 0.00 | — | 0 | — | ↗ |
| 2011-09-23 | PY PIERRE OLIVIER ALAIN | — | — | D | Preferred Stock, | 0 | 0.00 | — | 0 | — | ↗ |
| 2011-09-23 | BOKOTA ERIC | — | — | D | Preferred Stock, | 0 | 0.00 | — | 0 | — | ↗ |
| 2011-08-10 | ENDE ERIC S | Director / Officer | P-Purchase | A | Common Stock | 150 | 43.97 | 6.6K | 1,750 | — | ↗ |
| 2011-08-03 | ENDE ERIC S | Director / Officer | P-Purchase | A | Common Stock | 100 | 49.89 | 5.0K | 1,600 | — | ↗ |
| 2011-06-24 | ONEIL STEPHEN W | — | P-Purchase | A | Preferred Stock | 1,500 | 35.00 | 52.5K | 7,500 | — | ↗ |
| 2011-06-06 | ENDE ERIC S | Officer | P-Purchase | A | Common Stock | 100 | 54.25 | 5.4K | 1,500 | — | ↗ |
| 2011-04-25 | Lozano Christopher B | — | — | D | Common Stock, | 0 | 0.00 | — | 0 | — | ↗ |
| 2011-01-12 | ONEIL STEPHEN W | — | P-Purchase | A | Preferred Stock | 1,073 | 34.55 | 37.1K | 6,000 | — | ↗ |
| 2010-12-31 | Setzler Edwin Lake III | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2010-12-31 | SHEEHAN LAWRENCE J | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2010-12-31 | SCHLOEMER PAUL G | Director | — | I | Preferred Stock | 0 | 0.00 | — | 340 | — | ↗ |
| 2010-12-31 | PURCELL PATRICK B | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2010-12-31 | HERR GREGORY A | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2010-12-31 | ATWOOD J RICHARD | Officer | — | D | Preferred Stock | 0 | 0.00 | — | 10,000 | — | ↗ |
| 2010-12-31 | ALTMAN WILLARD H JR | Director | — | D | Preferred Stock | 0 | 0.00 | — | 3,000 | — | ↗ |
| 2010-12-15 | ATWOOD J RICHARD | Officer | — | D | Common Stock | 0 | 53.40 | — | 5,928 | — | ↗ |
| 2010-12-09 | MEHRA RAVI R. | Director | — | D | Preferred Stock, | 0 | 0.00 | — | 0 | — | ↗ |
| 2010-10-21 | ONEIL STEPHEN W | — | P-Purchase | A | Preferred Stock | 427 | 34.25 | 14.6K | 4,927 | — | ↗ |
| 2010-10-01 | AHITOV ARIK | — | — | D | Common Stock, | 0 | 0.00 | — | 0 | — | ↗ |
| 2010-09-15 | ATWOOD J RICHARD | Officer | — | D | Common Stock | 0 | 45.34 | — | 5,751 | — | ↗ |
| 2010-08-09 | HANCOCK JEFFREY MARK | — | — | D | Common Stock, | 0 | 0.00 | — | 0 | — | ↗ |
| 2010-07-01 | ENDE ERIC S | Director / Officer | P-Purchase | A | Common Stock | 100 | 40.94 | 4.1K | 1,400 | — | ↗ |
| 2010-06-15 | ATWOOD J RICHARD | Officer | — | D | Common Stock | 0 | 44.53 | — | 5,545 | — | ↗ |
| 2010-06-02 | GOMEZ MICHAEL P. | Director | — | D | Preferred Stock, | 0 | 0.00 | — | 0 | — | ↗ |
| 2010-06-01 | PATWARDHAN ABHIJEET V. | — | — | D | Preferred Stock, | 0 | 0.00 | — | 0 | — | ↗ |
| 2010-05-20 | ALTMAN WILLARD H JR | Director | P-Purchase | A | Common Stock | 100 | 43.75 | 4.4K | 1,012 | — | ↗ |
| 2010-05-03 | PURCELL PATRICK B | Director | — | D | Common Stock | 0 | 0.00 | — | 2,048 | — | ↗ |
| 2010-03-30 | ATTEBERRY THOMAS H | — | P-Purchase | A | Common Stock | 500 | 46.16 | 23.1K | 500 | — | ↗ |
| 2010-03-24 | ALTMAN WILLARD H JR | Director | P-Purchase | A | Common Stock | 100 | 46.00 | 4.6K | 912 | — | ↗ |
| 2010-03-15 | ATWOOD J RICHARD | Officer | — | D | Common Stock | 0 | 46.28 | — | 5,339 | — | ↗ |
| 2010-02-11 | ENDE ERIC S | Director / Officer | P-Purchase | A | Common Stock | 100 | 41.00 | 4.1K | 1,300 | — | ↗ |
| 2009-12-31 | Setzler Edwin Lake III | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2009-12-31 | SHEEHAN LAWRENCE J | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2009-12-31 | SCHLOEMER PAUL G | Director | — | I | Preferred Stock | 0 | 0.00 | — | 340 | — | ↗ |
| 2009-12-31 | HERR GREGORY A | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2009-12-31 | ATWOOD J RICHARD | Officer | — | D | Preferred Stock | 0 | 0.00 | — | 10,000 | — | ↗ |
| 2009-12-31 | ALTMAN WILLARD H JR | Director | — | D | Preferred Stock | 0 | 0.00 | — | 3,000 | — | ↗ |
| 2009-10-28 | ENDE ERIC S | Director / Officer | P-Purchase | A | Common Stock | 100 | 40.47 | 4.0K | 1,200 | — | ↗ |
| 2009-10-01 | Landecker Mark | — | — | D | Common Stock, | 0 | 0.00 | — | 0 | — | ↗ |
| 2009-08-19 | ENDE ERIC S | Director / Officer | P-Purchase | A | Common Stock | 100 | 38.03 | 3.8K | 1,100 | — | ↗ |
| 2009-03-06 | ENDE ERIC S | Director / Officer | P-Purchase | A | Common Stock | 300 | 22.75 | 6.8K | 1,000 | — | ↗ |
| 2008-12-31 | Setzler Edwin Lake III | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2008-12-31 | SHEEHAN LAWRENCE J | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2008-12-31 | SCHLOEMER PAUL G | Director | — | I | Common Stock | 0 | 49.85 | — | 1,667 | — | ↗ |
| 2008-12-31 | REES DAVID | Director | — | I | Preferred Stock | 0 | 0.00 | — | 240 | — | ↗ |
| 2008-12-31 | HERR GREGORY A | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2008-12-31 | GEIST STEVEN R | Officer | — | D | Preferred Stock | 0 | 0.00 | — | 500 | — | ↗ |
| 2008-12-31 | ENDE ERIC S | Director / Officer | — | I | Common Stock | 0 | 0.00 | — | 700 | — | ↗ |
| 2008-12-31 | ATWOOD J RICHARD | Officer | — | D | Common Stock | 0 | 49.85 | — | 615 | — | ↗ |
| 2008-12-31 | ALTMAN WILLARD H JR | Director | — | D | Preferred Stock | 0 | 0.00 | — | 3,000 | — | ↗ |
| 2008-12-15 | SHEEHAN LAWRENCE J | Director | — | I | Common Stock | 0 | 27.51 | — | 4,681 | — | ↗ |
| 2008-11-20 | HERR GREGORY A | — | P-Purchase | A | Common Stock | 250 | 22.89 | 5.7K | 1,209 | — | ↗ |
| 2008-11-20 | ENDE ERIC S | Director / Officer | P-Purchase | A | Common Stock | 2,000 | 22.50 | 45.0K | 4,523 | — | ↗ |
| 2008-11-18 | ENDE ERIC S | Director / Officer | P-Purchase | A | Common Stock | 200 | 28.75 | 5.8K | 700 | — | ↗ |
| 2008-10-10 | ATWOOD J RICHARD | Officer | P-Purchase | A | Common Stock | 802 | 29.00 | 23.3K | 3,917 | — | ↗ |
| 2008-10-06 | HERR GREGORY A | — | P-Purchase | A | Common Stock | 500 | 39.00 | 19.5K | 709 | — | ↗ |
| 2008-10-06 | ENDE ERIC S | Director / Officer | P-Purchase | A | Common Stock | 200 | 39.39 | 7.9K | 500 | — | ↗ |
| 2008-10-02 | ENDE ERIC S | Officer | P-Purchase | A | Common Stock | 300 | 45.50 | 13.7K | 300 | — | ↗ |
| 2008-10-01 | Selmo Brian A. | — | — | D | Preferred Stock, | 0 | 0.00 | — | 0 | — | ↗ |
| 2008-09-18 | ONEIL STEPHEN W | — | P-Purchase | A | Preferred Stock | 1,500 | 31.00 | 46.5K | 4,500 | — | ↗ |
| 2008-09-18 | ENDE ERIC S | Officer | P-Purchase | A | Common Stock | 700 | 47.50 | 33.3K | 2,523 | — | ↗ |
| 2008-09-18 | ATWOOD J RICHARD | Officer | P-Purchase | A | Common Stock | 2,500 | 47.50 | 118.8K | 2,985 | — | ↗ |
| 2008-09-16 | HERR GREGORY A | — | J-Other | A | Common Stock | 4 | 49.68 | 204.78 | 209 | — | ↗ |
| 2008-09-15 | SHEEHAN LAWRENCE J | Director | — | I | Common Stock | 0 | 49.85 | — | 4,600 | — | ↗ |
| 2008-09-03 | ENDE ERIC S | Director / Officer | P-Purchase | A | Common Stock | 200 | 50.50 | 10.1K | 1,823 | — | ↗ |
| 2008-07-17 | ENDE ERIC S | Director / Officer | P-Purchase | A | Common Stock | 100 | 48.25 | 4.8K | 1,623 | — | ↗ |
| 2008-07-03 | ONEIL STEPHEN W | — | P-Purchase | A | Preferred Stock | 425 | 32.10 | 13.6K | 3,000 | — | ↗ |
| 2008-07-02 | ONEIL STEPHEN W | — | P-Purchase | A | Preferred Stock | 200 | 32.10 | 6.4K | 2,575 | — | ↗ |
| 2008-07-01 | ONEIL STEPHEN W | — | P-Purchase | A | Preferred Stock | 600 | 32.10 | 19.3K | 2,375 | — | ↗ |
| 2008-06-30 | ONEIL STEPHEN W | — | P-Purchase | A | Preferred Stock | 275 | 32.10 | 8.8K | 1,775 | — | ↗ |
| 2008-06-17 | HERR GREGORY A | — | J-Other | A | Common Stock | 3 | 57.69 | 201.29 | 205 | — | ↗ |
Executive team
Top executives
Shares Outstanding
8.23M
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Proxy statements (DEF 14A)
| Filing date | Form type | Filing |
|---|---|---|
| 2026-04-07 | DEF 14A | ↗ |
| 2025-04-07 | DEF 14A | ↗ |
| 2024-06-28 | DEFA14A | ↗ |
| 2024-06-25 | DEFA14A | ↗ |
| 2024-06-12 | DEFA14A | ↗ |
| 2024-06-05 | DEFA14A | ↗ |
| 2024-05-30 | DEFA14A | ↗ |
| 2024-05-09 | DEFA14A | ↗ |
| 2024-04-19 | DEF 14A | ↗ |
| 2024-04-02 | PRE 14A | ↗ |
| 2023-05-26 | DEFA14A | ↗ |
| 2023-05-17 | DEFA14A | ↗ |
| 2023-05-09 | DEFA14A | ↗ |
| 2023-04-17 | DEF 14A | ↗ |
| 2023-03-31 | PRE 14A | ↗ |
| 2022-03-30 | DEF 14A | ↗ |
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Brian Anthony Selmo | Portfolio Manager | — | male |
| James Richard Atwood | Managing Partner, Chief Administrative Officer, Chief Operating Officer, Chief Financial Officer & Director | — | male |
| Mark Landecker | Portfolio Manager | — | male |
| Maureen Ann Quill | President & Director | — | female |
| Steven Todd Romick | Portfolio Manager | — | male |
ESG Score History
No data available for this company.
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for SOR
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
